City Council
July 1, 2025
18. (Housing Authority) Declaration that Nine (9) Vacant Parcels of Real Property are Exempt Surplus Land Pursuant to California Surplus Land Act
Staff Report - SR-25-170 - Pdf
ACTION: Approved Staff recommendation to adopt Resolution No. HA-2025- 001 of the Desert Hot Springs Housing Authority Board of Directors declaring that nine (9) vacant parcels of real property identified as APNs 638-152-006, 639-182-051, 639-191-048, 639-221-017, 641-092-034, 667-120-018, 667- 120-020, 667-120-021 and 667-120-022 are exempt surplus land pursuant to the California Surplus Land Act (Government Code § 54220 et seq.) and finding that such declaration is exempt from environmental review under the California Environmental Quality Act, and taking related actions.
19. First Amendment to Professional Services Agreement with Smith Garson, Inc. (formerly Smith Dawson and Andrews, Inc.) for Federal Advocacy Services
Staff Report - SR-25-164 - Pdf
ACTION: Approved Staff recommendation to authorize the City Manager to execute a First Amendment to the Professional Services Agreement with Smith Garson, Inc. (formerly Smith Dawson and Andrews, Inc.) for Federal Advocacy Services for an additional two-year term in an amount not to exceed $72,000.00 per year.
20. School Resource Officer
Staff Report - SR-25-162 - Pdf
ACTION: Approved Staff recommendation to authorize the City Manager to execute an agreement between the City of Desert Hot Springs and the Palm Springs Unified School District for the Police Department to provide one School Resource Officer for the 2025/2026 and 2026/2027 school years; with substantive edits to be negotiated and approved by the City Manager and upon approval as to form by the City Attorney.
21. Police Department Patrol Vehicle Purchase
Staff Report - SR-25-163 - Pdf
ACTION: Approved Staff recommendation to authorize staff to purchase two (2) Ford Police Interceptor vehicles from Palm Springs Motors for a total cost of $109,459.18.
22. Approval of Parcel Map 32029 for Skyborne Ventures, LLC Staff Report - SR-25-171 - Pdf
ACTION: Approved Staff recommendation to:
Item Number: 6.
City Council
July 1, 2025
1) Find that the Parcel Map No. 32029 is in substantial conformance with the previously approved tentative map;
2) Approve Parcel Map No. 32029 in accordance with the Conditions of Approval and contingent on plan check approval;
3) Accept any and all dedications as offered on the map for street and public utility purposes, and necessary easements;
4) Authorize the City Clerk and City Engineer to sign the map evidencing the City Council's approval; and
5) Authorize staff to process and file the map with the County Recorder's Office.
23. Approval of City's Title VI Program
Staff Report - SR-25-172 - Pdf
ACTION: Approved Staff recommendation to approve the City's Title VI Program.
PUBLIC COMMENTS
Eric Menendez spoke regarding the Joshua Tree Gateway Communities Alliance and their initiatives.
ADJOURN
Mayor Matas adjourned the meeting at 8:11 PM.
Jerryl Soriano, CMC, City Clerk
Item Number: 6.
SR-25-193
City of Desert Hot Springs
City Council
AGENDA ITEM REPORT
To: City Council
Date: September 2, 2025
Department: Public Works
Prepared by: Daniel Porras, Deputy City Manager
Subject: First Amendment to Development Impact Fees Deferment Agreement - PODs RECOMMENDATION:
Authorize the City Manager to execute the First Amendment to the Development Impact Fees Deferment Agreement with Snider Investments LLC amending the payment schedule.
BACKGROUND:
On March 28th, 2023, the Planning Commission approved Development Permit Number 22-4, for the development of a 60,000 square feet warehouse facility on a 4.86-acre parcel, along with parking, landscaping, and other associated improvements to be located on Assessor’s Parcel Number (APN) 666-360-017(Project). This building will be utilized by the PODs Moving and Storage Company.
On September 17, 2024, the City Council approved a Deferred Development Impact Fee Agreement with Attached Lien Agreement, which allowed the developer to defer the development impact fees (“DIF’s”) in the amount of $292,200.00 and make $25,000.00 monthly payment until paid in full.
DISCUSSION:
The City imposes Development Impact Fees(DIF) pursuant to Chapter 17.144 of the Desert Hot Springs Municipal Code requiring developers to pay for their fair share of the costs to construct the infrastructure that will be necessary to accommodate and mitigate the impacts and burdens on the public generally generated by new development and that are necessary to protect the safety, health and welfare of persons in the City. The total corresponding DIFs for the PODs Project is $292,200.00, the breakdown of the DIFs are as follows:
Circulation System = $166,800.00
Fire Suppression Facilities = $5,400.00
General Facilities = $6,600.00
Law Enforcement Facilities = $5,400.00
Storm Drainage Improvements = $108,000.00
Total = $292,200.00.
The Development Impact Fee Deferment Agreement allowed the payment of the DIFs be deferred for a term not to exceed one year, and to be made in payments in an amount of Twenty-Five Thousand Item Number: 7.
SR-25-193
Dollars and Zero Cents ($25,000.00) per month, until paid in full. The following was the payment schedule.
October 1, 2024: $25,000.00
November 1, 2024: $25,000.00
December 1, 2024: $25,000.00
January 1, 2025: $25,000.00
February 1, 2025: $25,000.00
March 1, 2025: $25,000.00
April 1, 2025: $25,000.00
May 1, 2025: $25,000.00
June 1, 2025: $25,000.00
July 1, 2025: $25,000.00
August 1, 2025: $25,000.00
September 1, 2025: $17,200.00
The Developer is now seeking a First Amendment to the Development Impact Fee Deferment Agreement to amend the payment schedule of the Agreement to read as follows; July 1, 2025: $25,000.00 (paid on 10/3/2024)
August 1, 2025: $25,000.00 (paid on 7/10/2025)
September 1, 2025: $25,000.00
October 1, 2025: $25,000.00
November 1, 2025: $25,000.00
December 1, 2025: $25,000.00
January 1, 2026: $25,000.00
February 1, 2026: $25,000.00
March 1, 2026: $25,000.00
April 1, 2026: $25,000.00
May 1, 2026: $25,000.00
June 1, 2026: $17,200.00
FISCAL IMPACT:
Developer must pay a total of $292,200.00 in DIFs. Developer is required to pay DIFs in accordance with the new fee schedule.
STRATEGIC ALIGNMENT:
This initiative supports the following goals of the City's Strategic Plan:
Goal 1: Freeway Corridor
Take urgent and intentional steps to improve infrastructure and attract high quality development along the city’s freeway corridors, focusing on the highest and best use of land and zoning designations.
ATTACHMENTS:
1) First Amendment to DIF Deferral Agreement Snider
Item Number: 7.
SR-25-193
Item Number: 7.
FIRST AMENDMENT TO
DEFERRED DEVELOPMENT IMPACT FEE AGREEMENT
BY AND BETWEEN
THE CITY OF DESERT HOT SPRINGS
AND
SNIDER INVESTMENTS, LLC.
THIS FIRST AMENDMENT TO DEFERED DEVELOPMENT IMPACT FEE
AGREEMENT BY AND BETWEEN THE CITY OF DESERT HOT SPRINGS AND SNIDER INVESTMENTS, LLC. (hereinafter, the “Amendment”), is made and entered into as of September 2, 2025, by and between the City of Desert Hot Springs, a municipal corporation, in the County of Riverside, State of California, hereinafter referred to as the “City,” and SNIDER INVESTMENTS, LLC., hereinafter referred to as “Developer,” with the City and Developer sometimes together referred to herein as the “Parties.”
RECITALS
WHEREAS, on September 17, 2024, the Parties previously entered into that certain Deferred Development Impact Fee Agreement by and Between the City and Developer (hereinafter, the “Agreement”), for the purposes of providing Developer a schedule by when to pay the development impact fees (“DIFs) associated with the project as contemplated in the Agreement; and
WHEREAS, the Parties desire to amend the Agreement merely to revise the DIF payment schedule.
NOW THEREFORE, in consideration of the foregoing recitals and other good and valuable consideration the receipt and adequacy of which is hereby acknowledged, the Parties hereby agree as follows:
AGREEMENT
Section 1. RECITALS
The Recitals set forth above are hereby incorporated into this Amendment by this reference, as though fully set forth herein.
Section 2. DEFINITIONS AND TERMS
All words, terms and phrases used or referenced in this Amendment, not expressly defined in this Amendment, shall have the same meaning ascribed to them in the Agreement.
Section 3. DEFERRED DIF COLLECTION
Section 3(B) of the Agreement shall deleted and be amended to read as follows.
Item Number: 7.
B. Payment of DIF Amount. Developer shall pay City the DIF amounts payable in cashier’s or certified check in accordance with the following payment schedule:
July 1, 2025: $25,000.00
August 1, 2025: $25,000.00
September 1, 2025: $25,000.00
October 1, 2025: $25,000.00
November 1, 2025: $25,000.00
December 1, 2025: $25,000.00
January 1, 2026: $25,000.00
February 1, 2026: $25,000.00
March 1, 2026: $25,000.00
April 1, 2026: $25,000.00
May 1, 2026: $25,000.00
June 1, 2026: $17,200.00
Section 4. COUNTERPARTS
This Amendment may be executed in several counterparts, each of which shall be deemed to be an original and shall constitute one and the same instrument and shall become binding upon the Parties when at least a copy hereof shall have been signed by the Parties hereto.
Section 5. CONFLICTS
In the event there exists any conflicts between the terms of this Amendment and the Agreement, the terms of this Amendment shall be superseding.
Section `6. REMAINING PROVISIONS
All other remaining terms and conditions of the Agreement shall remain unchanged.
[THE REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK]
Item Number: 7.
IN WITNESS WHEREOF, the Parties hereto have caused this Amendment to be executed as of the date first written above.
CITY OF DESERT HOT SPRINGS
______________________________
Doria Wilms, City Manager
ATTEST:
_____________________________
Jerryl Soriano, City Clerk
APPROVED AS TO FORM:
_____________________________
Jennifer Mizrahi, City Attorney
SNIDER INVESTMENTS, LLC.
________________________________
C:\Users\Jmizrahi\Desktop\Drafts\DHS\055... First Amendment Todif Deferral Agreement Snider.Docx Item Number: 7.
SR-25-194
City of Desert Hot Springs
City Council
AGENDA ITEM REPORT
To: City Council
Date: September 2, 2025
Department: Public Works
Prepared by: Daniel Porras, Deputy City Manager
Subject: Agreement for Public Improvement with Snider Investments LLC, for Certificate of Occupancy for PODs Project, Development Permit Number 22- 4, 654640 19th Avenue
RECOMMENDATION:
1) Authorize the City Manager to execute the Agreement for Public Improvements between the City and Snider Investments LLC for public improvements related to Development Permit Number 22-4, located at 64640 19th Avenue; and
2) Authorize the City Manager to issue the Certificate of Occupancy for PODs Project, located at 64640 19th Avenue.
BACKGROUND:
On March 28th, 2023, the Planning Commission approved Development Permit Number 22-4, for the development of a 60,000 square feet warehouse facility on a 4.86-acre parcel, along with parking, landscaping, and other associated improvements to be located on Assessor’s Parcel Number (APN) 666-360-017(Project). This building will be utilized by the PODs Moving and Storage Company.
DISCUSSION:
The Developer is seeking to obtain a Certificate of Occupancy but there are still outstanding improvements that have not been completed, therefore per the City’s Municipal Code 16.08.050, and the Project’s Condition of Approval Number 30, the Developer is requesting that the City Council approve the attached Improvement Agreement with corresponding Security.
The proposed Improvement Agreement will authorize the issuance of a Certificate of Occupancy and allow the Developer one hundred eighty (180) days to complete all of the Projects’ improvements.
The Developer has submitted Security in the form of a Cash Deposit in an amount of Sixty-Three Thousand Two Hundred Fifty Dollars and Zero Cents ($63,250.00), which is equal to the total estimated construction cost of the outstanding improvements. Below is a list of the outstanding improvements and corresponding costs and are shown on the attached Agreement; PODS Remaining Improvements
Item Description Estimated Cost
1 DIF Payment Due $292,200.00 DIF Deferral Agreement Dated September 17, 2024
Item Number: 8.
SR-25-194
PODS Remaining Improvements
2 Sewer lift station pending design
submittal/review/approval and all as-needed reconstruction (private sewer requires RCHD submittal/approval)
$ 5,500.00
3 ADA parking warning signage for parking lot (3) $ 300.00 4 Parking Lot Striping at location of temporary generator $ 1,000.00 5 SCE Street Light on 19th Ave near Stop Sign per
approved street improvement plan $ 20,000.00
6 Stop Sign, all striping on 19th Ave and Calle De Los
Ramos per approved street improvement plan $ 5,000.00
7 Fire Sprinkler System Rough and Final Inspection with permanent power and generator - retest fire pump $ 1,000.00 8 Fire Alarm System Acceptance Testing Inspection with
permanent power and generator $ 1,000.00
9 Complete and pass all fire related inspections before building final $ 1,000.00
10 MSWD Outstanding Items and Inspection Fee $ 28,450.00 Total $ 63,250.00
FISCAL IMPACT:
The developer has submitted a security in the forms of cash in an amount of Sixty-Three Thousand Two Hundred Fifty Dollars and Zero Cents ($63,250.00), which is equal to the total construction cost of the outstanding improvements.
STRATEGIC ALIGNMENT:
This initiative supports the following goals of the City's Strategic Plan:
Goal 1: Freeway Corridor
Take urgent and intentional steps to improve infrastructure and attract high quality development along the city’s freeway corridors, focusing on the highest and best use of land and zoning designations.
ATTACHMENTS:
1) Improvement Agreement PODS Snider
Item Number: 8.
1 AGREEMENT FOR
PUBLIC IMPROVEMENTS
BETWEEN
CITY OF DESERT HOT SPRINGS AND
SNIDER INVESTMENTS, LLC
Development Permit No. 22-4
This Public Improvement Agreement (“Agreement”), is made on August 14th, 2025 (“Effective Date”) by and between the City of Desert Hot Springs, a municipal corporation of the State of California and the County of Riverside, hereinafter referred to as “City,” and Snider Investments, LLC, hereinafter referred to as “Developer”, hereby acknowledge the following:
WHEREAS, the City of Desert Hot Springs on or about March 28, 2023, granted approval to a certain project designated as Development Permit No. 22-4 hereinafter referred to as “Development Permit”; and
WHEREAS, the Development Permit authorizes the development of a 60,000 square feet warehouse facility on a 4.86-acre parcel, along with parking, landscaping, and other associated improvements to be located on 64640 19th Avenue, Assessor’s Parcel Number (APN) 666-360-017 (“Project”); and
WHEREAS, the Developer now seeks issuance of a Certificate of Occupancy; and WHEREAS, certain public improvements associated with the Development Permit have not yet been fully completed or accepted by the City; and WHEREAS, the Developer agrees to secure all outstanding public improvements required under the Development Permit by furnishing security (bonds), acceptable to the City, in the amounts set forth in this Agreement, to guarantee the timely completion of such improvements; and
WHEREAS, the City is entering into this Agreement in reliance on the Developer’s provision of security for the outstanding improvements; and WHEREAS, this Agreement is executed pursuant to Section 16.08.050 (Improvement Agreement) of the City of Desert Hot Springs Municipal Code.
WHEREAS, this Agreement is executed pursuant to Section 16.08.050 Improvement agreement of the City of Desert Hot Springs Municipal Code.
NOW THEREFORE, for and in consideration of the mutual promises and covenants made by the parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the Parties agree as follows:
Section 1. Incorporation by Reference. The original development application and present development application, all maps on file, construction plans, detail maps and state laws, present City ordinances, and the other City rules, regulations and official acts Item Number: 8.
2 with respect to this Project and all the terms and conditions of the Development Permit No. 22-4 are incorporated herein by reference as if set forth at length, except as expressly modified herein.
Section 2. Remaining Improvements. Developer shall construct the remaining improvements, as set forth in Exhibit A (“Remaining Improvements”) and incorporated by this reference.
Section 3. Modification of Approved Plans. Developer agrees that if during the course of construction and installation of the Remaining Improvements it shall be determined by the City Engineer that revision of the approved plans is necessary in the public interest, it will undertake such design and construction changes as may be reasonable and are indicated by the City Engineer and approved by City. Said changes, if any, shall be confined to the premises owned by Developer.
Section 4. Security.
(a) Pursuant to Section 16.08.050 Improvement agreement of the City of Desert Hot Springs Municipal Code, Developer shall, concurrently with the execution hereof, furnish a surety bond or deposit in accordance with the General Guidelines On Use Of Financial Assurances and Security Provided by the Municipal Code in an amount equal to SIXTY
THREE THOUSAND TWO HUNDRED FIFTY DOLLARS AND ZERO CENTS ($63,250.00) for the cost of the Remaining Improvements, as approved by the City Engineer as security for the faithful performance of this Agreement. (b) Concurrently with the execution hereof, Developer shall furnish a surety bond or deposit in an amount equal to at least fifty percent (50%) of the estimated cost of the Remaining Improvements as approved by the City Engineer as security of the payment of all persons performing labor and furnishing materials in connection with this Agreement. (c) The surety on each bond and the form thereof shall be satisfactory to the City Attorney.
(d) Pursuant to Section 16.08.110 of the City of Desert Hot Springs Municipal Code, a surety bond or deposit shall be released upon final inspection and acceptance by the City Engineer.
(e) In the event of completion by Developer and acceptance by the City Engineer of a portion of the work in accordance with Section 16.08.140 of the Desert Hot Springs Municipal Code, the City Manager, with concurrence of the City Engineer, may amend this Agreement to allow for security reductions in proportion to the total amount of work accepted.
Section 5. Timing of Performance.
(a) At least fifteen (15) calendar days prior to the commencement of work hereunder, Developer shall notify the City Engineer in writing of the date fixed by Developer for Item Number: 8.
3 commencement thereof, so that the City Engineer shall be able to provide services of inspection.
(b) It is agreed that all Remaining Improvements shall be completed within One Hundred Eighty (180) calendar days from the Effective Date, unless otherwise extended by the City Engineer pursuant to Section 6(b) of this Agreement.
Section 6. Time of Essence.
(a) Time is of the essence in the performance of this Agreement. (b) In the event good cause is shown, the City Engineer may extend the time for completion of the Remaining Improvements. The City Engineer shall be the sole and final judge as to whether or not cause has been shown to entitle Developer to an extension. (c) Any such extension may be granted without notice to the Developer’s surety, and extensions so granted shall not relieve the surety’s liability on the bond to secure the faithful performance of the Agreement.
Section 7. Work Performance.
(a) Developer will do and perform, or cause to be done and performed, at Developer’s own expense, in a good and workmanlike manner, and furnish all required materials, all under the direction and to the satisfaction of the City Engineer, all the work and improvements, within or without the project, necessary to complete the Remaining Improvements in accordance with the plans and specifications on file as hereinbefore specified, or with any changes required or ordered by the City Engineer, which in his/her opinion are necessary or required to complete the work. (b) All work shall be conducted and completed in accordance with present state codes and local laws, ordinances and regulations, and all maps, plans and specifications on file with City. Where any such construction has been partially completed prior to this Agreement, Developer agrees to complete them in accordance with this paragraph. (c) Neither Developer nor any of Developer’s agents or contractors are or shall be considered to be agents of City in connection with the performance of Developer’s obligations under this Agreement.
Section 8. City Held Harmless From Liability.
(a) Developer hereby agrees to, and shall hold City, its elective and appointive boards, commissions, officers, agents, and employees harmless from any liability for claims for damages arising from personal injury, including death, as well as from claims for property damage which may arise from Developer’s or Developer’s contractors’, subcontractors’, agents’, or employees’ activities or operations conducted or alleged to have been conducted pursuant to this Agreement.
Item Number: 8.
4 (b) Developer agrees to, and shall defend City and its elective and appointive boards, commissions, officers, agents and employees from any suits or actions at law or in equity for damages caused, or alleged to have been caused, by reason of any of the aforementioned activities or operations conducted or alleged to have been conducted pursuant to this Agreement.
(c) City shall be held harmless by Developer for all claims for damages of every kind suffered, or alleged to have been suffered, by reason of any of the activities or operations arising, or alleged to have arisen, from this Agreement, excluding, however, any claims arising from the sole negligence or willful misconduct of the City, regardless of whether or not City has prepared, supplied or approved of, plans and/or specifications for the Development Permit, or regardless of whether or not such insurance policies shall have been determined to be applicable to any of such damages or claims for damages. (d) Acceptance by City of said Remaining Improvements, the deposit of certain monies made pursuant to this Agreement by Developer, or the existence of any of the insurance policies described in this Agreement do not and shall not waive any rights City may otherwise have against Developer.
Section 9. Liability Insurance Required.
(a) Developer shall take out and maintain during the life of this Agreement comprehensive general liability insurance as shall insure City, its elective and appointive boards, commissions, officers, agents, and employees, Developers and any contractor or subcontractor performing work covered by this Agreement from claims for damages for personal injury, including death, as well as from claims for property damage which may arise from Developer’s or any contractor’s or subcontractor’s operations hereunder, whether such operations be by Developer or any contractor or subcontractor, or by anyone directly or indirectly employed by either Developer or any contractor or subcontractor. (b) Developer agrees to carry a comprehensive general liability policy with limits of $1,000,000.00 for bodily injury and $1,000,000.00 for property damage. Said policy shall include coverage for manufacturers and contractors, independent contractors, products and completed operations and personal injury. Developer also agrees to name City as an additional named insured.
(c) A certificate of insurance, as described in Section 11, covering the above items shall be filed with the City Clerk. Such insurance shall have been approved by the City Attorney as to form and carrier.
Section 10. Workmen’s Compensation Insurance.
(a) Developer shall maintain, during the life of this Agreement, Workmen’s Compensation Insurance for all Developer’s employees employed at the work site(s), and in case any work is sublet, Developer shall require any contractor or subcontractor similarly to provide Workmen’s Compensation Insurance for all contractor’s or subcontractor’s employees, unless such employees are covered by the protection afforded by Developer.
Item Number: 8.
5 (b) In case any class of employees engaged in work under this Agreement at the work site(s) is not protected under any Workmen’s Compensation law, Developer shall provide and shall cause each contractor or subcontractor to provide, adequate insurance for the protection of employees not otherwise protected.
(c) Developer hereby indemnifies City for any damage resulting to it from failure of either Developer or any contractor of subcontractor to take out or maintain such insurance.
Section 11. Certificate of Insurance.
(a) Developer shall furnish City concurrently with the execution hereof, with satisfactory evidence of insurance required and evidence that each carrier is required to give City at least thirty (30) days prior notice of the cancellation or reduction in coverage of any policy during the effective period of this Agreement. (b) Developer shall not commence work under this Agreement until Developer has obtained all insurance required pursuant to this Section, and such insurance has been approved by City.
(c) Developer shall not allow any contractor or subcontractor to commence work on his/her contract or subcontract until all similar insurance required of the contractor or subcontractor has been obtained and approved by City.
Section 12. Necessary Permits and Requisite Fees
(a) Prior to proceeding with the work, Developer shall, at Developer’s expense, obtain all necessary permits and licenses for the construction of such improvements, give all necessary notices, and pay all fees and taxes required by law. (b) Developer agrees to procure, at its expense, any necessary permits required for the opening of any state or county roads or easements outside the jurisdiction of City.
Section 13. Utility Deposits Statement.
Developer shall file with the City Clerk, prior to the commencement of any work to be performed within the area delineated on the project maps, a written statement signed by Developer, and each public utility corporation involved, to the effect that Developer has made all deposits legally required by such public utility corporation for the connection of any and all public utilities to be supplied by such public utility corporation within the subdivision.
Section 14. On-Site Supervision.
(a) Developer shall provide an on-site supervisor, satisfactory to the City Engineer, on the work site(s) at all times during the construction of said improvements, with the authority to act for Developer.
Item Number: 8.
6 (b) Developer shall maintain the Remaining Improvements until acceptance by City.
Prior to acceptance, City shall not be responsible for road or other improvements, maintenance or care until the same shall be accepted, nor shall City exercise any control over the improvements.
(c) In the event of default of these obligations by Developer, City without notice to the Developer, may do the same at Developer’s expense.
Section 15. City Inspections.
Developer shall at all times maintain proper facilities, and provide safe access for inspection by the City, to all parts of the work site(s) including any workshops or plants where work related to the subdivision project is being conducted.
Section 16. Acceptance of Remaining Improvements by City. (a) Upon the proper completion of the Remaining Improvements and their approval by the City Engineer, and if these improvements then comply with all present state laws, present City ordinances and other City rules, regulations and requirements, City will then accept the Remaining Improvements.
(b) Title to, and ownership of, all the Remaining Improvements constructed hereunder by Developer or City shall vest absolutely in City, upon completion and acceptance of such improvements by City.
Section 17. Defective Construction.
(a) If within one year after final acceptance of the work performed under this Agreement, any structure or part of any structure furnished and/or installed or constructed, or any of the work done under this Agreement, fails to fulfill any of the requirements of this Agreement or the specifications referred to herein, Developer shall, without delay and without any cost to City, repair or replace or reconstruct any defective or otherwise unsatisfactory part or parts of the work or structure.
(b) If Developer fails to act promptly or in accordance with the requirements set forth in this Section, or should the exigencies of the case require repairs or replacements to be made before Developer can be notified, City may, at its option, make the necessary repairs or replacements or perform the necessary work and Developer shall pay to City the actual cost of such repairs plus fifteen percent (15%).
Section 18. Notice.
(a) All notices shall be sent to the City at:
City of Desert Hot Springs
City Manager
11-999 Palm Drive
Desert Hot Springs, CA 92240
Item Number: 8.
7 (b) All notices shall be sent to the Developer at:
(c) All notices herein required shall be in writing and delivered in person or sent by registered mail, postage prepaid.
(d) If one party provides written notice to the other party of a change of address, all further notices shall be addressed and transmitted to the new address.
Section 19. Noncompliance.
If City determines that there is a violation of present state laws, City ordinances, other City rules, regulations and requirements, and/or the terms and provisions of this Agreement, it may issue a cease and desist order.
Section 20. Notice of Breach and/or Default.
If Developer refuses or fails to complete the Remaining Improvement items as specified in Exhibit A, or any severable part thereof, with such diligence as will ensure its completion within the time specified, or any extensions thereof, or fails to obtain completion of said improvements within such time, or if Developer should be adjudged a bankrupt, or Developer should make a general assignment for the benefit of Developer’s creditors, or if a receiver should be appointed in the event of Developer’s insolvency, or if Developer, or any of Developer’s contractors, subcontractors, agents, or employees should violate any of the provisions of this Agreement, the City Engineer or City may serve written notice upon Developer and Developer’s surety of breach of this Agreement, or of any portion thereof, and default of Developer.
Section 21. Performance by Surety or City.
(a) In the event of a breach and/or default, Developer’s surety shall have the duty to take over and complete the work and the improvements herein specified. (b) If the surety within five (5) days after receiving notice of Developer’s breach and/or default does not provide City written notice of its intention to take over the performance of the contract and does not commence performance thereof within five (5) days after notice to City of such election, City may take over the work and prosecute the same to completion, by contract or by any method City may deem advisable, for the account and at the expense of Developer, and Developer’s surety shall be liable to City for any excess cost or damages occasioned by City thereby; and, in such event, City, without liability for so doing, may take possession of, and utilize in completing the work, such materials, appliances, plant and other property belonging to Developer as may be on the work site(s) and necessary therefor.
Section 22. Successors in Interest.
This Agreement shall run with the land, as shall also the covenants herein contained, and shall be to the benefit of City and its successor and assigns.
Item Number: 8.
8 Section 23. General Provisions.
(a) Administrative Fees. The Developer is required to pay all administrative fees required to process this Agreement.
(b) Severability. If any one or more of the sentences, clauses, paragraphs or sections contained herein is declared invalid, void or unenforceable by a court of competent jurisdiction, the same shall be deemed severable from the remainder of this Agreement and shall not affect, impair or invalidate any of the remaining sentences, clauses, paragraphs or sections contained herein.
(c) Governing Law. The validity of this Agreement and any of its terms or provisions, as well as the rights and duties of the parties under this Agreement, shall be construed pursuant to and in accordance with California law.
(d) Cumulative Remedies. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default of any other default by the other party. (e) Venue. All proceedings involving disputes over the terms, provisions, covenants or conditions contained in this Agreement and all proceedings involving any enforcement action related to this Agreement shall be initiated and conducted in the applicable court or forum in Riverside County, California.
(f) Litigation Expenses and Attorney’s Fees. In the event any action, suit or proceeding is brought for the enforcement of, or the declaration of any right or obligation pursuant to this Agreement or as a result of any alleged breach of any provision of this Agreement, the prevailing party in such suit or proceeding shall be entitled to recover its costs and expenses, including reasonable attorney’s fees, from the losing party, and any judgment or decree rendered in such a proceeding shall include an award thereof. In no such action, suit, or proceeding shall the award of attorney’s fees to a prevailing party exceed the amount of attorney’s fees incurred by the City in the action, suit, or proceeding. (g) Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed to be an original.
(h) Entire Agreement. This Agreement contains all of the covenants and agreements between the parties with respect to the subject matter of this Agreement, and supersedes any and all other agreements, either oral or written, between the City and Developer. Each party to this Agreement acknowledges that no representations, inducements, promises, or agreements have been made by or on behalf of any party except those covenants and agreements embodied in this Agreement. No agreement, statement, or promise not contained in this Agreement shall be valid or binding.
(i) Conflicts of Interest. Developer covenants that it does not have any interest, nor shall it acquire an interest, directly or indirectly, which would conflict in any manner with Item Number: 8.
9 the performance of Developer’s services under this Agreement. In the event the City officially determines that Developer must disclose its financial interests by completing and filing a Fair Political Practices Commission Form 700, Statement of Economic Interests, Developer shall file the subject Form 700 with City Hall, as specified under the Notice provisions of this Agreement, pursuant to the written instructions provided by the City. (j) Effective Date. This Agreement is effective as of the effective date written in the first paragraph.
(k) Amendments. This Agreement may be modified or amended only by a written instrument signed by both Parties.
(l) General Release. Except as set forth in this Agreement, Developer releasees the City, and its elected officials, directors, officers, employees, agents, contractors, attorneys, and successors and assigns from any and all claims, demands, liabilities, obligations, costs, expenses, fees, actions, and/or causes of action that Thrive has or has had as of the effective date of this Agreement arising out of, or connected to, this Agreement. (m) Termination. This Agreement may be terminated by the City immediately for cause. The City may terminate this Agreement without cause upon thirty (30) days’ written notice of termination. Upon termination, Developer shall be entitled to compensation for services performed up to the effective date of termination. (THIS AREA LEFT INTENTIONALLY BLANK)
Item Number: 8.
10 IN WITNESS WHEREAS, the undersigned have affixed their signatures at Desert Hot Springs, California the day and year first above written.
CITY OF DESERT HOT SPRINGS
_________________________________
Scott Matas
Mayor
SNIDER INVESTMENTS, LLC
Name: David Snider
Its:Manager
ATTEST:
Jerryl Soriano, City Clerk
APPROVED AS TO FORM:
___________________________________
Jennifer Mizrahi, City Attorney
Item Number: 8.
11 EXHIBIT A
Remaining Improvements
PODS Remaining Improvements
Item Description Estimated Cost
1 DIF Payment Due $292,200.00 DIF Deferral Agreement Dated September 17, 2024
2 Sewer lift station pending design submittal/review/approval and all as-needed re-construction (private sewer requires RCHD submittal/approval)
$
5,500.00
3 ADA parking warning signage for parking lot (3) $
300.00
4 Parking Lot Striping at location of temporary generator $ 1,000.00
5 SCE Street Light on 19th Ave near Stop Sign per approved street improvement plan
$
20,000.00
6 Stop Sign, all striping on 19th Ave and Calle De Los Ramos per approved street improvement plan
$
5,000.00
7 Fire Sprinkler System Rough and Final Inspection with permanent power and generator - retest fire pump
$
1,000.00
8 Fire Alarm System Acceptance Testing Inspection with with permanent power and generator
$
1,000.00
9 Complete and pass all fire related inspections before building final
$
1,000.00
10 MSWD Outstanding Items and Sewer Connection Fee $
28,450.00
Total $
63,250.00
Item Number: 8.
SR-25-192
City of Desert Hot Springs
City Council
AGENDA ITEM REPORT
To: City Council
Date: September 2, 2025
Department: Public Works
Prepared by: Daniel Porras, Deputy City Manager
Subject: Award Contract for the Downtown Infill Tax Increment Financing Program for Housing Support Infrastructure Project
RECOMMENDATION:
Authorize the City Manager to execute a Professional Services Agreement for the Downtown Infill Tax Increment Financing Program for Housing Support Infrastructure Project with Kosmont Companies in the amount not to exceed $199,751.00.
BACKGROUND:
The Downtown Infill Tax Increment Financing Program for Housing Support Infrastructure Project (Project) will study the feasibility of, and establish an Enhanced Infrastructure Financing District (EIFD) to fund housing-supportive infrastructure improvements, including water, sewer, and streetscape and open space improvements accelerating housing development. The anticipated outcome from the project is the establishment of the EIFD.
In 2023 the Southern California Association of Governments (SCAG) released the Regional Early Action Planning Grant Program of 2021 (REAP 2.0). A call for grant applications for the Notice of Funding Availability (NOFA) for Lasting Affordability was released with an estimated overall available budget of $45 Million. The NOFA for Lasting Affordability call for grant applications was intended to award funding for projects in any of the following categories that met the definition of infill:
1) Consulting assistance and funding to establish or increase the impact of a housing trust fund, community land trust, catalyst fund, revolving fund, or assist non-profit organizations provide and maintain affordable housing at a regional scale.
2) Actions and projects can include developing or increasing organizational capacity for a trust or fund, including developing or expanding existing loan products or funding tools for eligible activities described in the Programs to Accelerate Transformative Housing (PATH) program guidelines.
The City submitted and was awarded grant funding in the amount of $200,000 for the Downtown Infill Tax Increment Financing Program for Housing Supportive Infrastructure Project.
Item Number: 9.
SR-25-192
On January 21, 2025 the City Council adopted a Resolution approving the execution of an agreement to receive funding from the Regional Early Action Planning Grant Program of 2021 Notice of Funding Availability For Lasting Affordability Program.
DISCUSSION:
On June 10th, 2025, the Request For Proposals (RFP) for the Project was released and posted on the City’s website, and with Planit Reprographics, a local valley clearing house for public bid solicitations. The Request for Proposal was released for 34 days and closed on July 14th, 2025, and the City received one (1) proposal from Kosmont Companies.
Staff reviewed the proposal for conciseness, responsiveness, and completeness, and reviewed prior experience and staff qualifications. Based on these factors, staff found Kosmont Companies to be a qualified consultant and an acceptable complete proposal. Staff then opened the corresponding cost proposal with totaled an amount of $199,751.00, which was within the original estimated project budget of $200,000 and within the total grant funds awarded of $200,000.
Staff recommends that the City Council authorize the City Manager to execute a Professional Services Agreement for the Downtown Infill Tax Increment Financing Program for Housing Support Infrastructure Project with Kosmont Companies in the amount not to exceed $199,751.00.
FISCAL IMPACT:
The total contract amount of $199,571.00 will be paid utilizing the $200,000 grant funds awarded to the City by Southern California Association of Governments (SCAG) for the Regional Early Action Planning Grant Program of 2021 (REAP 2.0) for the Notice of Funding Availability (NOFA) for Lasting Affordability Program.
STRATEGIC ALIGNMENT:
This initiative supports the following goals of the City's Strategic Plan:
Goal 1: Freeway Corridor
Take urgent and intentional steps to improve infrastructure and attract high quality development along the city’s freeway corridors, focusing on the highest and best use of land and zoning designations.
Goal 3: Downtown District
Revitalize the Downtown Art and Culture District to attract events, promote business development and enrich the art and culture experience for both Desert Hot Springs residents and visitors.
ATTACHMENTS:
1) Request For Proposal - Downtown Infill Tax Increment Finance Program 2) PSA - PW26-026 KOSMONT COMPANIES
3) Kosmont Companies Downtown Infill TIF Work Proposal
4) Kosmont Companies Downtown Infill TIF COST Proposal
Item Number: 9.
REQUEST FOR PROPOSAL
DOWNTOWN INFILL TAX INCREMENT FINANCING PROGRAM FOR HOUSING SUPPORT
INFRASTRUCTURE
Downtown Infill Tax Increment Financing Program for Housing Supportive Infrastructure Issue Date: June 10th, 2025 Proposal
Due Date: July 14th, 2025, by 5:00 PM
Table of Contents
1. Request for Proposals
2. Introduction/Project Description
3. Requested Services & Scope of Work
4. Proposal Format
5. General Terms and Conditions
6. Attachments
o Attachment 1: Professional Services Agreement
o Attachment 2: Scoring Sheet
o Attachment 3: Insurance Requirements Acknowledgement
o Attachment 4: Non-Collusion Affidavit
o Attachment 5: Addenda Acknowledgement
Requesting Department: Public Works Department
11999 Palm Drive • Desert Hot Springs • CA • 92240
(760) 329-6411• www.cityofdhs.org
CITY OF DESERT HOT SPRINGS
PUBLIC WORKS
ENGINEERING & OPERATIONS
Item Number: 9.
1. REQUEST FOR PROPOSALS
The City of Desert Hot Springs (City) seeks proposals from qualified municipal finance consultants to develop a tax increment financing program to facilitate construction of public infrastructure to promote housing development in the City’s downtown.
Overall project objectives include:
• Support the development of affordable housing consistent with RHNA targets. • Facilitate the revitalization of the City’s Downtown by securing funding and investments for critical infrastructure improvements that support housing production and capacity, while driving economic development and job creation.
• Promote targeted investments and improvements in blighted and underinvested areas.
Item Number: 9.
2. INTRODUCTION/PROJECT DESCRIPTION
SCAG serves as a catalyst for a brighter future for Southern California by leading a vision to elevate the region and creating a holistic plan to achieve our unified goals. SCAG authors the roadmap for Southern California’s mobility and land use by organizing and prioritizing transportation projects across the region, and spearheading programs to meet environmental, economic and equity goals, and support jurisdictions in addressing their diverse transportation and land use needs. SCAG empowers Southern California jurisdictions to work toward regional solutions by facilitating resources and opportunities for local engagement, capacity building and technical assistance, and strategically support and invest in the region’s most impacted communities.
Programs to Accelerate Transformative Housing (PATH) Program This project is funded by the Regional Early Action Planning Grant Program of 2021 (REAP 2.0) program, which was established as part of the 2021 California Comeback Plan under AB 140 to confront the statewide housing affordability crisis.
REAP 2.0 builds on the success of REAP 2019 but expands the program focus by integrating housing and climate goals and allowing for broader planning and implementation investments to facilitate housing supply, choice, and affordability. The program is designed to implement SCAG’s Connect SoCal Plan by supporting integrated and transformative planning and implementation activities that realize the region’s mobility, land use, housing, and environmental goals. REAP 2.0 provides a $560 million investment to advance implementation of adopted regional plans by funding planning and development activities that accelerate infill housing and reductions in per capita vehicle miles traveled (VMT). Statewide REAP 2.0 is administered by the California Department of Housing and Community Development (HCD) in collaboration with the Governor’s Office of Planning and Research (OPR), the Strategic Growth Council (SGC), and the California Air Resources Board (CARB). All REAP 2.0 funds must be expended by June 30, 2026.
In mid-2023, HCD awarded SCAG a total of $231.5 million to develop programs that further REAP 2.0 objectives. All projects funded by REAP 2.0 must meet its primary objectives, which are to accelerate infill housing development, reduce VMT, increase housing supply at all affordability levels, affirmatively further fair housing, and facilitate the implementation of adopted regional and local plans to achieve these goals.
This proposal was developed under SCAG's Notice of Funds Available (NOFA) for Lasting Affordability Program which supports innovative finance strategies for projects that support existing and establishing new housing trusts, land trusts and catalyst funds.
PROJECT BACKGROUND
The Coachella Valley region is in need of more than 10,000 new affordable housing just to meet current demand compared to 38 new affordable units built each year from 2010 to 2018. COVID-19 exacerbated the already critical shortage of affordable units in our region as tens of thousands of Californians moved from coastal and urban areas Item Number: 9.
like Los Angeles to inland and more rural areas like the Coachella Valley, in what the Wall Street Journal once called “a demographic shake-up in California, driving a mass middleclass exodus to the state’s Inland Empire.”
The City of Desert Hot Springs in Coachella Valley has a population of 32,500 and has experienced 96% growth over the past 20 years. The median household income of $42,134 is far below Riverside County ($80,680) and the State ($88,930), and the City sees a net outflow of 7,700 jobs to neighboring communities like Palm Springs, Palm Desert, and Rancho Mirage. Through this REAP 2.0 NOFA the City seeks to invest in housing-supportive infrastructure to increase local affordable housing supply, connectivity, and sustainability. According to the most recent census, Desert Hot Springs is the fastest growing city in the Coachella Valley, with plenty of vacant land available for future growth.
This project will focus on housing opportunity sites citywide, including the Downtown area, freeway adjacent sites, and other opportunity sites of the city which meet the REAP 2.0 definition of infill as defined in the State Program Guidelines.
The City is seeking to hire a consultant to conduct a tax increment financing (TIF) feasibility study, related community outreach, County partnership, and district formation. Key deliverables and tasks include:
1. TIF feasibility study (development and property tax revenue projections, bonding capacity, infrastructure funding list, and complementary sources of funding including County of Riverside partnership);
2. Required resolutions, Infrastructure Financing Plan, meetings, and public hearings for TIF district formation; and
3. Assistance with public notices and Board of Equalization filings.
Consultant work must conclude by the end of NOFA program expenditure period, which is currently scheduled as June 30, 2026.
With the loss of redevelopment in 2012, the State has created special districts that allow for property tax increment financing for key infrastructure. In the 2020 General Plan update, the City increased housing densities and expanded mixed use zoning in the Downtown. In order to fund key infrastructure improvements to catalyze new housing development in Downtown, freeway adjacent sites, and in other housing opportunity sites citywide, the City wishes to analyze and form a TIF district. Key infrastructure needs that can be funded by a TIF district include affordable housing, utilities, active/public transportation access, streetscape, road improvements, safety enhancements.
The City’s TIF district will help fulfill and implement SCAG’s Connect SoCal 2024 Plan by providing a permanent source of infrastructure funding. TIF districts are transformative, innovative financing strategies that can address infrastructure barriers to building housing in the Downtown area, which is designated as a SCAG Priority Development Area. After establishment of a TIF district, TIF Funds could be potentially leveraged with a variety of local agency and non-profit partners to increase the supply of different housing choices, a mix of housing types, optimizing underutilized infill sites, and promoting lasting affordability.
Item Number: 9.
3. SCOPE OF WORK & REQUESTED SERVICES
TASK 1: PROJECT MANAGEMENT AND COORDINATION
Task 1.1: Project Kick Off Meeting
Within the first month from issuance of the Notice to Proceed, Consultant shall hold a virtual kickoff meeting with Project Management Team (PMT). The PMT will consist of the SCAG Project Manager and Deputy Project Manager, the City of Desert Hot Springs Project Manager, and other relevant staff to review project vision and goals and confirm the direction of the technical approach and engagement efforts.
The kickoff meeting shall be used to review the draft Project Management Plan (PMP, Task 1.2), project scope of work, schedule, and budget; establish a schedule for the Project Management Team meetings (PMT, Task 1.3); identify potential stakeholders to engage (Task 3.4); and confirm communication protocols. Consultant shall also lead a discussion on data collection (Task 2).
Consultant shall provide the kickoff meeting agenda to meeting attendees at least two business days in advance to allow time to review and revise the agenda. Consultant shall provide meeting notes within two business days after the kickoff meeting to meeting attendees to ensure that next steps are documented. Consultant is responsible for preparing an agenda, presentation materials, and any handouts ahead of the kickoff meeting and making materials available to all.
Task 1.1 Deliverables:
1.1.1. Project kick off meeting agenda
1.1.2. Project kick off meeting notes and list of attendees
1.1.3. Project kick off presentation and any handouts or any other relevant materials Task 1.2: Project Management Plan and Schedule
The Consultant shall prepare a Project Management Plan (PMP), which will include the contact information for the key project team, the scope of work, the schedule, the budget, invoicing progress, reporting details, along with document control and QA/QC procedures. The PMP shall include deliverables and timelines. The PMP will identify system for project control, including necessary procedures for conducting the work; managing resources, communications, budget, schedule, monitoring and reporting project status and progress, document control and quality assurance/quality control.
The PMP shall include safeguards for early identification of issues and their effective resolution. Upon approval by SCAG, PMP shall be the document guiding the progression on the overall effort. Consultant shall notify SCAG as swiftly as possible about any potential necessary updates to the PMP. Any proposed changes to the overall PMP must be approved by SCAG. The Consultant shall deliver the PMP prior to the Kickoff Meeting.
The Consultant shall develop a schedule showing all work tasks, subtasks, start dates, activity durations, product submittal dates, key project milestones, and relationships among work tasks, including critical path items. Each task and subtask deliverable shall Item Number: 9.
be provided to PMT as it is completed, per the project schedule. PMT shall have a twoweek review period for all deliverables. All comments, edits, suggestions, and questions from the PMT shall be submitted to the Consultant and edits will be incorporated into a revised deliverable.
Task 1.2 Deliverables:
1.2.1. Project management plan (PMP)
1.2.2. Project schedule
Task 1.3: Project Management Meetings
Consultant Project Manager shall conduct monthly check-in meetings with the Project Management Team (PMT) that includes the SCAG, City of Desert Hot Spring sand other team members as needed. The meetings shall be used to update the PMT on project progress, to identify and plan for upcoming tasks, and to anticipate any concerns or challenges. Consultant shall provide each meeting agenda at least two business days in advance to meeting attendees to allow time to review and revise the agenda.
Consultant shall provide meeting notes within 48 hours (about 2 days) after each meeting to attendees to ensure next steps are documented. Consultant shall provide presentation materials electronically to meeting attendees at least 24 hours before the meeting.
In addition, Consultant shall be available for phone check-ins with SCAG and the City of Desert Hot Springs up to a time commitment of 12 hours.
Task 1.3 Deliverables:
1.3.1. Meeting agendas for monthly PMT meetings
1.3.2. Meeting notes with list of attendees
1.3.3. Meeting materials, including presentations or any handouts
1.3.4. Documentation of additional check-ins (up to 12 hours) Task 1.4: Monthly Invoicing and Reporting
The Consultant shall prepare monthly invoices and reports in accordance with SCAG invoicing and reporting methodologies. Each report will follow a format approved by the SCAG Project Manager. Consultant shall track and report critical path activities and milestones and prepare and submit monthly progress reports to SCAG. Monthly progress reports shall detail the work performed and deliverables completed during the previous month, identify any issues encountered, and provide proposed solution(s) to address said concerns.
Each monthly progress report will at a minimum include:
• Summary
• Progress narrative
• Description of tasks completed
• Project schedule describing the percentage of each task/deliverable/milestone • Summary of costs incurred per task/milestone
• Schedule and schedule tracking narrative
• List of deliverable items
• Management issues
Item Number: 9.
• Needed corrective actions
• Statement of resolution of problems
• 30-day look ahead
Task 1.4 Deliverables
1.4.1. Monthly invoices
1.4.2. Progress reports
Task 1.5 Project Close-Out Files
At the end of the project, the Consultant shall document and assemble all project deliverables and provide them in accordance with SCAG’s project close out procedures. All deliverables shall be provided in accordance with the Project Schedule.
Consultant shall document all project deliverables in an organized fashion and deliver them in an electronic format at the end of the project, along with an Excel file documenting location and completion of deliverables. Each task shall have its own folder. Within each task there shall be a folder with the name of the deliverable and the final version of each deliverable within it. Each meeting held shall have a folder including agendas, notes, and other relevant materials from that meeting. All deliverables shall be provided in accordance with the Project Schedule.
Task 1.5 Deliverables:
1.5.1 Project close-out files with accompanying Excel file Task 1.6 REAP Metrics Data Collection and Reporting
The Consultant shall work with the jurisdiction and SCAG PM on selected measurable outcomes and metrics. Consultant shall collect related existing conditions from grantee staff and report on the selected measurable outcomes, baseline conditions, and metrics pursuant to SCAG’s schedule provided at project kickoff.
Task 1.6 Deliverables:
1.6.1 REAP metrics data collection and reporting
TASK 1 SUMMARY OF DELIVERABLES
Task 1.1 1.1.1. Project kick off meeting agenda
1.1.2. Project kick off meeting notes and list of attendees
1.1.3. Project kick off presentation and any handouts or materials Task 1.2 1.2.1 Project workplan
1.2.2. Project schedule
Task 1.3 1.3.1. Meeting agendas for monthly PMT meetings
1.3.2. Meeting notes with list of attendees
1.3.3. Meeting materials, including presentations or handouts
1.3.4. Documentation of additional check-ins (up to 12 hours) Task 1.4 1.4.1. Monthly invoices
1.4.2. Progress reports
Task 1.5 1.5.1. Project close-out files with accompanying Excel file Item Number: 9.
Task 1.6 1.6.1 REAP metrics data collection and reporting TASK 2: PUBLIC OUTREACH
Task 2.1: Outreach and Engagement Plan
Consultant shall design a public outreach plan featuring meeting dates, topics, identifying potential stakeholders, methods of input and approved formats (town hall, study session, public meeting, or community event). The outreach plan will address language accessibility, culturally competent methods and materials, appropriate communications channels and technological access considerations, and mechanisms for meaningful input, follow-up and follow-through. The outreach plan shall clearly outline the timing of the stakeholder engagement and how the feedback will be utilized to inform the various project deliverables.
The Outreach Plan shall include two (2) workshops that will cover the following presentations.
• Workshop #1: Tax Increment Financing Overview Presentation • Workshop #2: Infrastructure Priorities Presentation
The Consultant is also responsible for crediting SCAG as a funder of the project.
All public-facing communications materials produced under this contract shall acknowledge and give credit to SCAG, whether via a logo or text. Communications materials include, but are not limited to, site signage, printed information materials, print and online publications, websites, advertisements, video, public service announcements, social media postings, events, media advisories, news releases, and all other related materials. If SCAG determines that a communications material does not adequately credit SCAG’s role in funding the project, the Consultant shall revise the communications material according to the SCAG PM’s direction.
To promote awareness and encourage local support, local elected officials in the project area should be invited to outreach activities. The SCAG PM shall coordinate this with the respective SCAG Government Affairs Officer.
To ensure consistency of public information about SCAG programs and SCAG-funded work products, Consultant is required to notify and coordinate with the SCAG PM, who will coordinate with SCAG’s Manager of Media & Public Affairs or a specified designee, on any media inquiries or plans for proactively providing information to media outlets related to encouraging participation or reporting on these engagement activities.
Task 2.1 Deliverables
2.1.1. Public Outreach Plan with dates, topics, and target audiences Task 2.2: Stakeholder List
The Consultant will collaborate with the Grantee to compile a stakeholder list based on prior similar projects (e.g. General Plan update, Housing Element). The stakeholder list will be used throughout the project's outreach process, allowing the Grantee and Consultant to keep key stakeholders informed of project progress, gather feedback, and provide updates on critical milestones.
Item Number: 9.
Task 2.2 Deliverables
2.2.1. Stakeholder list
Task 2.3: Outreach Events and Summary
The Consultant shall plan, develop all materials, lead, and attend between 2 and 3 public events identified in the Public Outreach Plan within the City of Desert Hot Springs.
The outreach will have a particular focus on accessibility and convenience for residents of disadvantaged communities (DAC) and historically disinvested communities with the highest potential for infill housing development.
The Consultant shall develop accessible, comprehensible, and appealing outreach materials to support the outreach plan. The Consultant shall develop social media posts and announcements for the Grantee to distribute on Grantee platforms such as social media, newsletters, city webpages and e-blasts.
Task 2.3 Deliverables
2.3.1. Outreach Materials (flyers, one-sheets, posters, website updates, and presentations)
2.3.2. Outreach Summary Memo and incorporation of feedback into final plan) TASK 2 SUMMARY OF DELIVERABLES
Task 2.1 2.1.1. Public Outreach Plan with dates, topics, and target audiences.
Task 2.2 2.2.1. Stakeholder List
Task 2.3 2.3.1. Outreach Materials (flyers, one-sheets, posters, website updates, and presentations)
2.3.2. Outreach Summary Memo and incorporation of feedback into final plan
TASK 3: TECHNICAL WORK
Evaluation and potential implementation of a special purpose financing district to assist to facilitate housing production and economic development.
Task 3.1: Project Area Assessment
The Consultant shall conduct an assessment of the project area. The Consultant shall review the Downtown area, freeway adjacent sites, and other housing opportunity sites Citywide to evaluate and establish project area boundaries, specifically the number of estimated housing units needed by affordability or household income level.
Additionally, a high-level assessment of the community’s infrastructure and transit needs should be included early in the planning process.
The assessment shall evaluate up to three (3) alternative financing district boundary scenarios, in areas planned for infill development.
The Consultant shall prepare a Study Area Map and a summary of their findings. The Study Area Map shall include summary metrics, such as acreage, number of parcels, existing assessed values, and other important feasibility considerations as deemed relevant by Consultant. Consultant shall additionally define suggested Project Assessment Areas based on the following factors:
Item Number: 9.
1. Property / land ownership and planned / proposed / potential future development
2. Infrastructure needs
3. Potential public and private sector partners (e.g., City, County, other affected taxing entities, developers / property owners)
4. Opportunity Zone census tract designation
5. Disadvantaged Community (DAC) census tract designation
6. Former Redevelopment Agency Project Area boundaries (if applicable) Consultant shall also evaluate the general feasibility of and recommend a potential Tax Increment Financing mechanism to be used for the districts. The assessment shall include the evaluation of available tools to determine which type of financing district (or other tool) may be most suited for further evaluation. This shall include Enhanced Infrastructure Financing Districts (“EIFDs”), Community Facilities Districts (“CFD”), Community Revitalization and Investment Authorities (“CRIAs”), and various assessment districts authorized under California law. These tools shall be documented in a brief memo including a description of the applicability, potential use of each tool, description of relevant limitations/ease of access, potential scale of impact/depth of the capital pool, general approach to securing funding, and/or financing, statutory and practical (based on precedent) timelines for initiation, development, and approval of infrastructure and financing plans, bond issuance, and other key considerations. Key program characteristics shall be compared in a concise summary table for easy reference. The assessment shall evaluate existing conditions such as real estate market supply and demand conditions, existing plans and policies such as General Plan and existing Specific Plan(s).
Task 3.1 Deliverables
3.1.1. Study Area Map
3.1.2. Assessment Summary Description and Findings memo
3.1.3. Brief memo and matrix describing recommended mechanism for Tax Increment Financing
Task 3.2 Proposed Infrastructure Projects
The Consultant shall develop lists of housing supportive infrastructure projects for the TIF District with estimated costs, including Rough Order of Magnitude costs, and prospective development fees or other prospective financing sources to be funded and implemented by the tax increment financing district, supported by the following information and analysis:
1. How the infrastructure project would directly or indirectly support housing development and its affordability, including identifying the number of market rate and affordable housing units that will likely be supported through a given infrastructure project, projected impact upon residential displacement, the increase in capacity for housing due to infrastructure upgrades (e.g., sewer and water system upgrades), or other factors influencing housing production;
2. The history of planning and feasibility analysis which has occurred for each of the proposed infrastructure projects, including whether they are included within a Capital Improvement Plan (CIP) or other financing plan adopted by the local Item Number: 9.
government or other financing entity. Also, whether the infrastructure project has been included in any previous environmental documentation required by California Environmental Quality Act (CEQA);
3. Prospective public and private additional financing sources for the planned infrastructure projects and associated housing, including timelines and critical eligibility thresholds of availability of these sources. This shall include complementary affordable housing financing sources, e.g., Permanent Local Housing Allocation (PLHA) program, Affordable Housing and Sustainable Communities (AHSC), Multifamily Housing Program, Transit‐Oriented Development Housing program, Infill Infrastructure Grants (IIG) program and local public funds; and
4. An anticipated phasing schedule for projected amount of housing development and infrastructure projects.
The Consultant shall also review the results of Workshop #1 to support in identifying the list of needed housing-supportive infrastructure. The Consultant shall include input and feedback from Task 2 Public Outreach.
Task 3.2 Deliverables
3.2.1. Draft Infrastructure Project List with recommendations and estimated cost Task 3.3: Feasibility and Fiscal Impact Analysis
The Consultant shall analyze property tax structure, taxing entities, market conditions, and projected development to determine funding capacity and tax increment financing mechanisms.
The Consultant shall develop a memo describing the feasibility of establishing a TIF district and recommended implementation. After drafting the memo, the Consultant shall collect comments from City staff and incorporate them, if any, into the memo.
Consultant shall develop detailed tax increment financing analysis for the assessment areas with proposed infrastructure and planned development, including:
1. Identification of property tax contribution factor for participating entities, in consideration of requirements from any applicable Tax Increment Financing Participation Policies adopted by the local jurisdiction or the jurisdiction’s respective county;
2. Projections of contributing tax increment revenue sources to the district (e.g., property tax, property tax revenues in lieu of vehicle license fees, transit occupancy tax, grant funding, etc.), including phasing through the lifespan of the district;
3. Feasibility analysis of infrastructure costs for the potential Tax Increment Financing District building from Task 3.2;
4. Recommendations on any needed adjustments to the district assessment area, revenue sources, infrastructure projects, planned development, and time horizon based on projected revenues and costs; and
5. Revisions to the Fiscal Impact Analysis if adjustments are recommended by the Consultant and approved by the project sponsors.
Item Number: 9.
The Consultant shall present these findings in MS PowerPoint presentation to the Management City Staff.
Task 3.3 Deliverables
3.3.1. Feasibility and Fiscal Impact Analysis Presentations
3.3.2. Draft TIF District Feasibility Memo and Recommendations
3.3.3. Final Draft TIF District Feasibility Memo and Recommendations Task 3.4 Public Financing Authority (PFA) Board
The Consultant shall make recommendations for the membership of the Tax Increment Financing District’s Public Financing Authority board and meet with taxing entities (i.e.
Riverside County, and affected school districts) and potential funding partners to determine participation and funding plan.
This work will include engagement with Riverside County and incorporation of their feedback in the development and delineation of the TIF District boundaries. Riverside County is currently developing a TIF Participation Policy that will be consulted once adopted.
Task 3.4 Deliverables
3.4.1. Tax increment summary presentation
3.4.2. Updated feasibility and fiscal impact analysis
3.4.3. Memo on recommendations for PFA Board appointment and Documentation required for county participation
Task 3.5 First Draft District Formation Materials (For Staff Review) Contingent on preliminary establishment of feasibility, Consultant shall work with sponsoring entities and district partners to draft the necessary documentation to establish a Tax Increment Financing District for the purposes of accelerating infill housing supply and facilitating affordable housing, among other community development activities. Upon approval of the resolution of intent, Consultant shall work with participating jurisdictions to draft a District Formation Plan and Infrastructure Financing Plan (IFP) along with supporting fiscal impact analysis.
The Consultant shall prepare public notices and documents and schedule public hearings according to California State Code requirements.
The Consultant shall incorporate the technical work tasks into a draft District Formation Materials. The draft shall be shared with City staff and SCAG and feedback shall be incorporated into the draft prior to public release.
Task 3.5 Deliverables
3.5.1. Staff Review Draft District Formation Plan
3.5.2. Resolution of Intent of District Formation
3.5.2. Public Notices
3.5.4. Staff Review Draft Infrastructure Financing Plan
3.5.5. Maps and legal descriptions for Infrastructure Financing Plans (IFP)
3.5.6. Fiscal impact analysis
3.5.7. Tax Increment Financing Resolutions of Formation Item Number: 9.
3.5.8. CEQA documentation for review and revision by Grantees legal counsel (anticipating a
notice of exemption
Task 3.6 Second Draft District Formation Materials (For Public Review) The Consultant shall incorporate comments and edits into a second draft of the Tax Increment Financing Plan and District Formation. The second draft shall be released for public hearings and adoption, as described in Task 4.
Task 3.6 Deliverables
3.6.1. Public Draft District Formation Plan
3.6.2. Public Draft Tax Increment Financing Plan and District Formation
3.6.3. Public Draft Notice of Intent for Formation of TIF district
3.6.4. Public Draft Infrastructure Financing Plan
3.6.5. Public Draft Map and Legal description
3.6.6. Public Notices
3.6.7. Staff Report for Public Hearing
3.6.8. Public Hearing Presentation
TASK 3 SUMMARY OF DELIVERABLES
Task 3.1 3.1.1. Study Area Map
3.1.2. Assessment Summary Description and Findings memo
3.1.3. Brief memo and matrix describing recommended mechanism for Tax Increment Financing
Task 3.2 3.2.1. Draft Infrastructure Project List with recommendations and estimated cost
Task 3.3 3.3.1. Feasibility and Fiscal Impact Analysis Presentations
3.3.2. Draft TIF District Feasibility Memo and Recommendations
3.3.3. Final Draft TIF District Feasibility Memo and Recommendations Task 3.4 3.4.1. Tax Increment Summary Presentation
3.4.2. Updated feasibility and fiscal impact analysis
3.4.3. Memo on recommendations for PFA Board appointment and Documentation required for county participation
Task 3.5 3.5.1. Staff Review Draft District Formation Plan
3.5.2. Resolution of Intent of District Formation
3.5.2. Public Notices
3.5.4. Staff Review Draft Infrastructure Financing Plan
3.5.5. Maps and legal descriptions for Infrastructure Financing Plans (IFP)
3.5.6. Fiscal impact analysis
3.5.7. Tax Increment Financing Resolutions of Formation
3.5.8. CEQA documentation for review and revision by Grantees legal counsel (anticipating a notice of exemption
Task 3.6 3.6.1. Public Draft District Formation Plan
3.6.2. Public Draft Tax Increment Financing Plan and District Formation
3.6.3. Public Draft Notice of Intent for Formation of TIF district
3.6.4. Public Draft Infrastructure Financing Plan
3.6.5. Public Draft Map and Legal description
Item Number: 9.
3.6.6. Public Notices
3.6.7. Staff Report for Public Hearing
3.6.8. Public Hearing Presentation
TASK 4: PUBLIC HEARINGS AND ADOPTION
Task 4.1: Public Hearing and Adoption
Consultant shall conduct up to 6 public hearings with the Planning Commission and City Council, and/or other deliberative bodies, in support of the Tax Increment Financing Plan and District Formation. Attendance shall be either in-person or virtual based on consultation with city staff. Consultant is responsible for developing the staff report and associated presentation materials in consultation with city staff.
Task 4.1 Deliverables
4.1.1. Approved Tax Increment Financing Plan and District Formation
4.1.2. Staff report and associated presentation materials TASK 4 SUMMARY OF DELIVERABLES
Task 4.1 4.1.1. Approved Tax Increment Financing Plan and District Formation
4.1.2. Staff report and associated presentation materials TASK 5: Tax Increment Financing Plan and District Formation Task 5.1 Tax Increment Financing Plan and District Formation Following the approval of the Tax Increment Financing Plan and District Formation by the deliberative body, the Consultant shall adjust and update the final document based on any comments received. The final document will be sent to both the jurisdiction and SCAG upon completion, along with the summary of comments and final metrics collected from the project as described in Task 1.6.
Task 5.1 Deliverables
5.1.1. Final Approved Tax Increment Financing Plan and District Formation (e.g. with any amendments and revisions made during City Council deliberation included) TASK 5 SUMMARY OF DELIVERABLES
Task 5 5.1.1. Final Approved Tax Increment Financing Plan and District Formation (e.g. with any amendments and revisions made during City Council deliberation included)
Item Number: 9.
4. PROPOSAL FORMAT
Firms are encouraged to keep their proposals brief and relevant to the specific information requested herein. Proposals should be straightforward, concise, and provide a “layman” explanation of technical terms that are used. Emphasis should be on completeness and clarity of content.
Present the proposals in a format and order that corresponds to the numbering and lettering contained herein, with minimal reference to supporting documentation, so that proposals can be accurately compared.
The City is seeking a separate Work Proposal and a separate Cost Proposal. They should be submitted in separate envelopes clearly marked with the consultant’s name, address, phone number and email address. Given that this is a solicitation for professional services, the City will rank the proposals based upon qualifications and then consider cost. Only one proposal per consultant will be considered.
All proposals shall be enclosed in sealed envelopes (Work Proposal and Cost Proposal respectively) with the words clearly written on the front, “SEALED BID – DOWNTOWN INFILL TAX INCREMENT FINANCINGPROGRAM FOR HOUSING SUPPORT INFRASTRUCTURE – DO NOT OPEN WITH REGULAR MAIL.”
Consultants are encouraged to keep their proposals brief and relevant to the specific work required. Each proposal shall be limited to thirty (30) pages with a minimum 10pt font and must include a minimum of three (3) references, which include the address, telephone number, and email address of each reference. Resumes and brochures may be added, provided they are located in the appendix at the back of the proposal.
Should the proposer have concerns about meeting any noted requirements, the proposer shall include a clearly labeled subsection in the appendices with individual statements specifically identifying the concerns and exceptions.
The following are NOT included in the 30-page count:
(1) Transmittal letter
(2) Table of contents
(3) Appendices
(4) Signed Non-Collusion Affidavit Form
(5) Insurance Acknowledgement
Proposal Content:
1. Cover Letter
Signed by an official authorized to bind the firm with name, address, phone number, and email address of firm’s contract person, location of firm’s main office, location of the office that would service this project, a validity statement that all information and pricing provided in the proposal is valid for at least ninety (90) days, and a statement that any individual who will perform work for the City is free of any conflict of interest. Must also include any requested changes to the contract or specify that it is attached to the proposal.
Item Number: 9.
2. Firm Background, Qualifications, and Experience, including the following:
(a) Number of years in business
(b) Taxpayer identification number
(c) Number of years performing similar services
(d) Firm ownership and if incorporated, list the state in which the firm is incorporated and the date of incorporation
(e) If the firm is a subsidiary of a parent company, identify the parent company
3. References of California government agencies (preferably cities utilizing) (a) Client name, client project manager, telephone number, and email address (b) Project description
(c) Project start date, and end date
(d) Staff assigned to each project by the firm
(e) Provide a summary of final outcome
4. Staffing and Project Organization
5. Subcontracting Services
Subcontracting any portion(s) of the Scope of Services is not preferable; however, if a proposer can demonstrate to the City’s satisfaction that it is in the best interest of the project to permit a portion of the service(s) to be subcontracted by the proposer, it may be considered. Provide details on the role of any subcontractor that will be used. Assignment is prohibited.
6. Project Understanding and Approach
A description of the firm’s project understanding and how the consultant team will approach the project.
7. Scope of Services (See Section II/III)
A description of the tasks, sub-tasks, and deliverables that will be provided. The Scope of Work should be presented in a logical format that can be easily attached to the Agreement for Contract Services.
8. Project Schedule
A comprehensive Gantt Chart schedule describing the nature and scheduling of proposed tasks and reflecting August 2025 as the start date.
9. Disclosures
Disclosure of any alleged significant prior or ongoing agreement failure, any civil or criminal litigation or investigation pending, which involved the proposer or in which the proposer has been judged guilty or liable within the last five (5) years. If there is no information to disclose, proposer must affirmatively state there is no negative history.
10. Acknowledgement of Insurance Requirements (Attachment 2) Proposals must include a written statement that, if selected, the proposer will provide the minimum insurance coverage and indemnification noted in the City's standard Agreement for Contract Services.
Item Number: 9.
11. Non-Collusion Affidavit (Attachment 3)
Proposals must include an executed Non-Collusion Affidavit, included as Attachment 3, executed by an official authorized to bind the firm.
12. Acknowledgement of Addenda (Attachment 4)
If any addendum/addenda are issued, the proposer shall initial the Acknowledgement of Addenda, included as Attachment 4.
Separate Envelope
1. Complete Fee Schedule
Proposal shall include a detailed fee schedule for the services requested by this RFP.
Item Number: 9.
5. GENERAL TERMS AND CONDITIONS
1. SUBMISSION REQUIREMENTS
Submit one (1) paper original in a sealed envelope and email an electronic original as a single document in .PDF format to:
City of Desert Hot Springs Attn: Daniel Porras, PE, City Hall Desert Hot Springs, 11999 Palm Drive, Desert Hot Springs, CA 92240 Email: [email protected] Email Subject: RFP —
DOWNTOWN INFILL TAX INCREMENT FINANCING PROGRAM FOR HOUSING SUPPORT
INFRASTRUCTURE
All proposals shall be firm offers subject to acceptance by the City and may not be withdrawn for a period of 90 calendar days following the last day to accept proposals.
Proposals may not be amended after the due date except by consent of the City. All proposals must clearly address all of the requirements outlined in this RFP.
Proposal packages are to be submitted to the City on/or before Friday, July 14th, 2025, at/or before 5:00 p.m. Proposals received after the stated deadline shall not be accepted.
All questions must be submitted in writing to the City via email to [email protected] on/or before Friday June 27, 2025, at/or before 5:00 p.m. The subject line for the email shall read “DOWNTOWN INFILL TAX INCREMENT FINANCING PROGRAM FOR HOUSING SUPPORT INFRASTRUCTURE.” The email shall include the consultant’s name and email address that should be used for any RFP addenda.
2. SUBMISSION RESTRICTIONS
All proposals must be submitted in writing; no oral, facsimile, or telephone submissions will be considered. Proposals received after the due date and time are considered non-responsive and will be returned unopened.
3. QUESTIONS OR REQUESTS FOR CLARIFICATIONS
Any requests for clarification or other questions concerning this RFP must be submitted in writing by June 27, 2025, and sent via email to [email protected].
4. ERRORS AND OMISSIONS
If a proposer discovers any ambiguity, conflict, discrepancy, omission, or other error in the RFP or any of its attachments, the proposer shall immediately notify the City in writing and request modification or clarification of the document. Modifications will be made by addenda. Clarifications will be provided in writing to all parties who have submitted proposals or who have requested an RFP for purposes of preparing a proposal, without divulging the source of the request.
If a proposer fails to notify the City prior to the date fixed for submission of proposals of an error in the RFP known to him/her, or an error that reasonably should have been known to him/her, he/she shall submit a proposal at his/her own risk, and if awarded an Item Number: 9.
agreement, shall not be entitled to additional compensation or time by reason of the error or any corrections thereof.
5. MODIFICATIONS AND WITHDRAWALS OF SUBMITTED PROPOSALS Proposers may withdraw proposals prior to the Submittal Deadline by submitting a written request to Daniel Porras, City Engineer. Withdrawn proposals will be returned unopened. Proposers may modify proposals prior to the Submittal Deadline by withdrawing their proposal and re-submitting before the Submittal Deadline.
6. ADDENDA
The City may modify this RFP, any of its key action dates, or any of its attachments, prior to the submittal deadline. Addenda will be numbered consecutively and noted following the RFP title. It is the proposer’s responsibility to ensure they have incorporated all addenda. Failure to acknowledge and incorporate addenda will not relieve the proposer from the responsibility to meet all terms and conditions of the RFP and any subsequent addenda.
7. REJECTION OF PROPOSALS
The City may reject any or all proposals in whole or in part for any reason, including suspicion of collusion among proposers, and may waive any immaterial deviation in a proposal. The City’s waiver of an immaterial defect shall in no way modify the RFP as published or excuse the proposer from full compliance with the specifications if he/she is awarded the agreement. Proposals referring to terms and conditions other than the City’s terms and conditions as listed in the RFP, may be rejected as being nonresponsive.
The City may conduct an investigation as deemed necessary to determine the ability of the proposer to perform the work, and the proposer shall furnish to the City all such information and data for this purpose as requested by the City. The City reserves the right to reject any proposal if the evidence submitted by, or investigation of, such proposer fails to satisfy the City that such proposer is properly qualified to carry out the obligations of the agreement and to complete the work specified.
8. CANCELLATION OF RFP
This RFP does not obligate the City to enter into an agreement. The City reserves the right to cancel this RFP at any time, should the project be cancelled, the City loses the required funding, or it is deemed in the best interest of the City. No obligation, either expressed or implied, exists on the part of the City to make an award or to pay any cost incurred in the preparation or submission of a proposal.
9. DISPUTES/PROTESTS
The City encourages proposers to resolve issues regarding the requirements or the procurement process through written correspondence and discussions during the period in which clarifying addenda may be issued. The City wishes to foster cooperative relationships and to reach a fair agreement in a timely manner. Formal proposals for major professional and technical services shall be governed by the City’s Purchasing Policy.
Item Number: 9.
10. NEGOTIATIONS AND FINAL AGREEMENT
The City’s Agreement for Contract Services is enclosed as Attachment 1 for review prior to submitting a proposal. An agreement will not be binding or valid with the City unless and until it is executed by authorized representatives of the City and of the selected proposer. At the discretion of the City, any or all parts of the successful proposal shall be made a binding part of the agreement. Any requests for changes to the contract MUST be included in the response to the RFP.
11. PRICING ADJUSTMENTS
The City reserves the right to negotiate final pricing with the most qualified proposer.
Pricing shall remain firm for the entire initial term of the agreement. Thereafter, any proposed pricing adjustment for additional periods, if any, shall be subject to the terms of the agreement.
12. SELECTION PROCESS
Proposals shall be reviewed and rated based on the information requested by this RFP, as well as responses from references and clients, background checks, any research on proposers, and other information pertinent to the evaluation process. Closely ranked firms may be asked to furnish evidence of capability, equipment, and financial resources to adequately provide the services.
13. RFP TIMELINE
Milestone Date
RFP Issue Date June 10, 2025
Deadline for Proposer Questions June 27, 2025
City's Response to Questions July 3, 2025
Proposal Submittal Deadline July 14, 2025
Complete Evaluations of Proposals Aug 15, 2025
City Council Approval September 2, 2025 (tentative)
Agreement Effective Date and Project Start September 15, 2025 (tentative)
14. PROPRIETARY, CONFIDENTIAL, AND PUBLIC INFORMATION
Item Number: 9.
14.1 Proprietary and Trade Secret Information:
A copy of each proposal will be retained as an official record and will become open to public inspection, unless the proposal or specific parts can be shown to be exempt by the California Public Records Act [California Government Code §7920.000 et seq.].
Each proposer may clearly label part of a proposal as “Confidential” if the proposer thereby agrees to indemnify and defend the City for honoring such a designation. The failure to so label any information that is released by the City will constitute a complete waiver of all claims for damages caused by any release of the information. If a request for public records for labeled information is received by the City, the City will notify the proposer of the request and delay access to the material until seven working days after notification to the proposer. Within that time delay, it will be the duty of the proposer to act in protection of its labeled information. Failure to so act will constitute a complete waiver.
14.2 Confidential Information:
Evaluation scores, weight factors, and negotiation notes are confidential and will not be released or retained [California Government Code § 7922.500].
14.3 Public Information:
All proposals will be opened on June 5, 2025, and will be made available to the public upon request. By submitting a proposal, the proposer acknowledges and accepts that the content of the proposal and associated documents will become open to public inspection. The final, executed agreement will be a public document. Proposals and other information will not be returned.
15. PROPOSAL PREPARATION COSTS
Proposals must include a completed “Insurance Requirements Acknowledgment” form included as an Attachment, if selected the proposer will provide the minimum insurance coverage and indemnification noted in the Professional Services Agreement.
16. INSURANCE REQUIREMENTS AND ACKNOWLEDGEMENT
Proposals must include a completed “Insurance Requirements Acknowledgment” form included as an Attachment, if selected the proposer will provide the minimum insurance coverage and indemnification noted in the City’s Professional Services Agreement, as follows;
INSURANCE REQUIREMENTS
a. Policies. Contractor, at Contractor’s sole cost and expense, shall procure and maintain, for the duration of this Agreement, the following insurance policies:
(1) Worker’s Compensation Coverage. Contractor shall maintain Worker’s Compensation Insurance and Employers’ Liability Insurance for its employees in accordance with the laws of the State of California, of an amount not less than one million dollars ($1,000,000) per accident and for Employers’ Liability Insurance in amounts not less than $1,000,000 each accident for bodily injury by accident, $1,000,000 policy limit for bodily injury by disease, and $1,000,000 each employee for bodily injury by Item Number: 9.
disease. In addition, Contractor shall require each subcontractor to similarly maintain Worker’s Compensation Insurance and Employers’ Liability Insurance in accordance with the laws of the State of California for all of the subcontractor’s employees. If any class of employees employed by Contractor pursuant to this Agreement is not protected by the California State Worker’s Compensation Law, Contractor shall provide adequate insurance for the protection of such employees to the satisfaction of the City. This provision shall not apply if Contractor has no employees performing work under this Agreement. Contractor agrees to waive its statutory immunity under any worker’s compensation or similar statute, as respecting the City, and to require any and all subcontractors and any other person or entity involved in the Services to do the same. (2) General Liability Coverage. Contractor shall maintain commercial general liability insurance in an amount not less than two million dollars ($2,000,000) per occurrence, combined single limit coverage for bodily injury, personal injury and property damage associated with work contemplated in this Agreement. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Contractor shall provide insurance on an occurrence, not claims-made basis.
Contractor acknowledges and agrees that, for purposes of clarification with the intention of avoiding gaps in coverage with any umbrella or excess coverage, personal and advertising injury coverage shall be triggered by an “offense” while bodily injury and property damage coverage shall be triggered by an “occurrence” during the policy period. The coverage required in this paragraph shall provide at least as much coverage as that provided by ISO form CG 00 01 12 07 or any updated form thereof. (3) Automobile Liability Coverage. Contractor shall maintain commercial automobile liability insurance covering bodily injury, personal injury and property damage for all activities of the Contractor arising out or of in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence, and two million dollars ($2,000,000) in the aggregate. As an alternative, Contractor shall be permitted to obtain a non-owned automobile endorsement to its comprehensive general liability insurance providing the same protection and coverage as though Contractor were to provide separate commercial vehicle liability insurance as set forth in this paragraph. The coverage required in this paragraph shall provide at least as much coverage as that provided by ISO form CA 00 01 or any updated form thereof.
(4) Professional Liability Coverage. Contractor shall maintain professional errors and omissions liability insurance for protection against claims alleging negligent acts, errors or omissions which may arise from Contractor’s Services, whether such Services are performed by Contractor or by its employees, subcontractors, or subContractors, to the extent such persons other than Contractor are permitted to perform any of the Services under this Agreement. The amount of this insurance shall not be less than one million dollars ($1,000,000) per claim, and two million dollars ($2,000,000) in the aggregate.
Item Number: 9.
b. Endorsements. Unless otherwise specified hereunder, each insurance policy required herein shall be with insurers possessing an A.M. Best’s rating of no less than A:VII and shall be endorsed with the following specific language:
(1) Except as otherwise provided by law, the City, its elected or appointed officers, employees, agents and volunteers are to be covered as additional insureds with respect to liability arising out of work performed by or on behalf of the Contractor, including materials, parts or equipment furnished in connection with such work or operations.
(2) This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have shall be considered excess insurance only and shall not contribute with it. (3) This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
(4) The insurer waives all rights of subrogation against the City, its elected or appointed officials, officers, employees or agents. (5) Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers.
(6) The insurance provided by this policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City.
c. Deductibles and Self-Insured Retentions. Contractor shall disclose to and obtain the approval of City for any self-insured retentions and deductibles before beginning any of the services or work called for by any term of this Agreement. During the period covered by this Agreement, only upon the prior express written authorization of the City Manager, Contractor may either reduce or eliminate such deductibles or selfinsured retentions with respect to City, its officers, employees, agents, and volunteers.
The City Manager may condition approval of any reduction or elimination in deductible or self-insured retention levels with a requirement that Contractor procure a bond, guaranteeing payment of losses and related investigations, claim administration, and defense expenses that is satisfactory in all respects to each of them. d. Certificates of Insurance. Contractor shall provide certificates of insurance with original endorsements to the City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement.
Item Number: 9.
e. Imposition of Insurance Requirements. Provided the City gives its written consent for any persons other than Contractor to perform any part of the Services, Contractor agrees to require that all parties, including but not limited to subcontractors, architects, engineers or others with whom Contractor enters into contracts or whom Contractor hires or retains pursuant to or in any way related to the performance of this Agreement, provide the insurance coverage required herein, at minimum, and name as additional insureds the parties to this Agreement consistent with Section 18b(1) hereof.
Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that coverage is provided in conformity with the requirements of this Section. f. Maintain Coverages. In the event this Agreement is terminated for any reason prior to the completion of all obligations and requirements of this Agreement, Contractor agrees to maintain all coverages required herein until the City provides written authorization to terminate the coverages following the City’s review and determination that all liability posed under this Agreement has been eliminated. g. Failure to Obtain Coverages. Contractor agrees and acknowledges that if it fails to obtain all of the insurance required in this Agreement in accordance with the requirements herein, or to obtain and ensure that the coverage required herein is maintained by it or any subcontractors or others involved in any way with the performance of Services, to the extent such is permissible under this Agreement, Contractor shall be responsible for any losses, claims, suits, damages, defense obligations, or liability of any kind or nature attributable to the City or its officers, employees, servants, volunteers, agents and independent contractors.
h. Notice of Cancellation or Reduction in Coverage. In the event that any coverage required in this Agreement is canceled, reduced, limited, or materially affected in any other manner, Contractor shall provide written notice to the City either by facsimile and/or via certified mail, at Contractor’s earliest possible opportunity and in no case later than fifteen (15) calendar days after Contractor is notified of the change in coverage.
17. NON-COLLUSION AFFIDAVIT
Proposals must include an executed Non-Collusion Affidavit, included as an Attachment, executed by an official authorized to bind the firm.
18. CONFLICT OF INTEREST
The City requires a Statement of Economic Interest (Form 700) to be filed by any proposer who is involved in the making of decisions which may have a foreseeable material effect on any City financial interest pursuant to the City’s Conflict of Interest Code and the California Political Reform Act of 1974.
19. LOCAL BUSINESS PREFERENCE
Local vendors are encouraged but not required. For purposes of this section, ‘local’ shall be defined as an individual, partnership, or corporation, which regularly maintains a place of business within a 40-mile radius of the City.
20. CITY RIGHTS AND OPTIONS
Item Number: 9.
The City reserves the right to:
• Make the selection based on its sole discretion;
• Issue subsequent RFP;
• Postpone opening proposals or selection for any reason; • Remedy errors in the RFP or in the RFP process;
• Modify the Scope of Services in the RFP;
• Approve or disapprove the use of particular subcontractors; • Negotiate with any, all or none of the proposers;
• Accept other than the lowest offer;
• Waive informalities and irregularities in proposals;
• Request additional information or clarification;
• Request revisions during negotiations;
• Invite any consultant of its choosing to assist with the evaluation of proposal responses or to provide the City with a second opinion
• Enter into an agreement with another proposer in the event the originally selected proposer defaults or fails to execute an agreement with the City in a timely manner.
Item Number: 9.
6. ATTACHMENTS
Attachment 1 — Scoring Sheet
Attachment 2 — Insurance Requirements Acknowledgement
Simple form:
Acknowledges consultant will meet required City insurance coverage limits.
Attachment 3 — Non-Collusion Affidavit
Simple sworn statement:
Certifies proposal is genuine, non-collusive, and made independently.
Attachment 4 — Addenda Acknowledgement
Simple form:
Acknowledges receipt of all issued addenda.
Attachment 5 — SAMPLE Professional Services Agreement
Item Number: 9.
Attachment 1 — Scoring Sheet
Criteria Weight
Project Understanding and Approach 25%
Experience and Qualifications 25%
Scope and Methodology 20%
Staffing Plan and Availability 15%
Fee Proposal 15%
Item Number: 9.
Attachment 2 — Insurance Requirements Acknowledgement
"The undersigned hereby acknowledges that they have reviewed the insurance requirements set forth in the Request for Proposals for the Skyborne Park Design Project and confirms that they will provide the required insurance certificates and endorsements upon award of contract.
Name of Firm: ___________________________________
Authorized Representative: ___________________________________ Signature: ___________________________________
Date: ___________________________________
Item Number: 9.
Attachment 3 — Non-Collusion Affidavit
"I, ___________________________________, being first duly sworn, depose and say that I am the (Title) ___________________________________ of (Firm Name) ___________________________________, the party making the foregoing proposal, that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from proposing; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any other proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract or anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted their proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, to effectuate a collusive or sham proposal, and has not paid, and will not pay, any person or entity for such purpose.
Executed under penalty of perjury under the laws of the State of California.
Name of Firm: ___________________________________
Authorized Representative: ___________________________________ Signature: ___________________________________
Date: ___________________________________
Item Number: 9.
Attachment 4 — Addenda Acknowledgement
"The undersigned acknowledges receipt of the following addenda to the Request for Proposals for the Skyborne Park Design Project. Failure to acknowledge all addenda may cause the proposal to be considered non-responsive.
Addenda Received (initial all received):
[ ] Addendum No. 1
[ ] Addendum No. 2
[ ] Addendum No. 3
[ ] Other: ___________________________________
Name of Firm: ___________________________________
Authorized Representative: ___________________________________ Signature: ___________________________________
Date: ___________________________________
Item Number: 9.
Attachment 5 — SAMPLE Professional Services Agreement
Item Number: 9.
PROFESSIONAL SERVICES AGREEMENT
BY AND BETWEEN
CITY OF DESERT HOT SPRINGS
AND
KOSMONT COMPANIES
This Professional Services Agreement (“Agreement”) is made and entered into this 2nd day of September, 2025, by and between the City of Desert Hot Springs, a municipal corporation located in the County of Riverside, State of California, hereinafter referred to as the “City,” and Kosmont Companies, a corporation, hereinafter referred to as “Contractor.”
RECITALS:
WHEREAS, the City desires to utilize the services of Contractor, as an independent contractor, to provide the City with downtown infill tax increment finance program for housing support infrastructure project (sometimes hereinafter, the “Services”), as described in more particularity in Exhibit “A,” attached hereto and incorporated by reference as the “Scope of Services”; and WHEREAS, Contractor represents that it is fully qualified to perform such services by virtue of its experience and the training, education and expertise of its principals and employees.
NOW THEREFORE, IN CONSIDERATION OF THE COVENANTS,
CONDITIONS AND PROMISES CONTAINED HEREIN AND FOR SUCH OTHER GOOD AND VALUABLE CONSIDERATION, THE PARTIES AGREE AS FOLLOWS:
Section 1. RECITALS
The Recitals set forth above are true and correct and are hereby incorporated into this Agreement by this reference, as though set forth in full herein.
Section 2. SCOPE OF SERVICES
Contractor shall provide to the City the Services on an as-needed and asdirected basis in a manner satisfactory to the City and consistent with that level of care and skill ordinarily exercised by members of the profession currently practicing in the same locality under similar conditions, as described in more detail in the Scope of Services. In the event a conflict exists between this Agreement and the Scope of Services, the former shall supersede. Except where this Agreement specifically provides otherwise, the Contractor is responsible for providing any and all facilities, assets, and resources (including personnel, facilities, equipment, and software) necessary and appropriate for delivery of the Services and to meet the Contractor's obligations under this Agreement. Any City assets to which access is being provided for Item Number: 9.
use by the Contractor (including equipment, software licenses and third party service contracts) are provided on an “as is, where is” basis, and the City does not provide the Contractor any representations or warranties regarding such assets.
Section 3. TERM
This Agreement shall commence as of the date in the opening paragraph of this Agreement and shall remain in force and effect until completion, in accordance with Section 7 of this Agreement, subject to the allocation of funds pursuant to a duly approved City budget.
Section 4. COMPENSATION
The City agrees to pay Contractor for and in consideration of the faithful performance of the Services and duties set forth in this Agreement, and Contractor agrees to accept from the City, as and for compensation for the faithful performance of said Services and duties, an amount not to exceed One Hundred Ninety-Nine Thousand Seven Hundred Fifty-One Dollars and Zero Cents ($199,751.00) Section 5. METHOD OF PAYMENT
a. Contractor shall submit invoices to the City, not more often than once a month, describing the work performed. Contractor’s bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. The City shall pay Contractor no later than thirty (30) days after approval of the invoice by City staff provided that the services reflected in the invoice were performed to the reasonable satisfaction of the City in accordance with the terms of this Agreement, that the number of hours of service set forth in the invoice reflect the amount of time ordinarily expended for such service by members of the profession currently practicing in the same locality under similar conditions, and that all expenses, rates and other information set forth in the invoice are consistent with the terms and conditions of this Agreement. Review and approval of invoice by City staff will occur within thirty (30) calendar days of receipt of invoice via email.
b. The Contractor shall submit invoices under this Agreement to:
Daniel Porras, Deputy City Manager
City of Desert Hot Springs
11999 Palm Drive
Desert Hot Springs, CA 92240
Telephone: (760) 329-6411 x109
E-Mail: [email protected]
Item Number: 9.
Section 6. EXTRA WORK
At any time during the term of this Agreement, the City may request that Contractor perform Extra Work. As used herein, "Extra Work" means any work which is determined by the City to be necessary for the proper completion of the Services, but which the parties did not reasonably anticipate would be necessary at the execution of this Agreement. Contractor shall not perform Extra Work without written authorization from the City.
Section 7. TERMINATION
This Agreement may be terminated by the City Manager, in his/her sole discretion, immediately for cause. Either party may terminate this Agreement without cause upon twenty-four hours (24) hours written notice of termination to the other party.
Upon termination, Contractor shall be entitled to compensation for services performed up to the effective date of termination, provided that Contractor shall have satisfied all its obligations under this Agreement through and including the effective date of termination and is not otherwise in breach of this Agreement. For clarification, the City Manager in his/her sole discretion shall have the power to terminate this Agreement with or without cause in accordance with this Section.
Section 8. OWNERSHIP OF DOCUMENTS
All plans, studies, documents and other writings, including drafts, prepared by and for Contractor, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notes and internal documents, shall become the property of the City upon payment to Contractor for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Contractor or to any other party. Contractor shall, at its expense, provide such reports, plans, studies, documents and other writings in pdf format to the City upon written request, or such other electronic format as reasonably requested by the City.
Section 9. CONFIDENTIALITY
a. All ideas, memoranda, specifications, plans, procedures, drawings, photographs, descriptions, computer program data, input record data, written information, and other documents and data either created by or provided to Contractor in connection with the performance of this Agreement shall be held confidential by Contractor. Such materials shall not, without prior written consent of the City, be used by Contractor for any purposes other than the performance of the services under this Agreement, nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Contractor will make all reasonable efforts to keep such information confidential and to limit access only to those who require it for performance, Nothing furnished to Contractor that is otherwise known Item Number: 9.
to Contractor, is generally known in the industry, or has become known to the related industry shall be deemed confidential.
b. Contractor shall not use the City’s insignia or photographs relating to Contractor’s Services, or any publicity pertaining to the Contractor’s Services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of the City.
Section 10. CONTRACTOR’S BOOKS AND RECORDS
a. Contractor shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or 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 Contractor pursuant to this Agreement. b. Contractor shall maintain all documents and records which demonstrate performance under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Contractor’s address indicated for receipt of notices in this Agreement. d. Where the City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Contractor’s business, the City may, by written request of any of the above-named officers, require that custody of the records be given to the City and that the records and documents be maintained at City Hall. Access to such records and documents shall be granted to any party authorized by Contractor, Contractor’s representatives, or Contractor’s successorin-interest.
Section 11. INDEPENDENT CONTRACTOR’S STATUS: NOT AGENT
OF THE CITY
Contractor shall at all times during the term of this Agreement remain, as to the City, a wholly independent contractor and shall perform the services described in this Agreement as an independent contractor and further, hereby waives any claims for any compensation or benefits afforded to City employees and not to independent contractors. Neither the City nor any of its agents shall have control over the conduct of Contractor or any of Contractor’s employees, except as herein set forth. Contractor shall be entirely responsible for the compensation and control of any assistants, Item Number: 9.
employees, and subcontractors used by Contractor in providing said services. Nothing contained in this Agreement shall be deemed, construed or represented by the City or Contractor or by any third person to create the relationship of principal and agent and Contractor shall not, at any time, or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of the City. Contractor shall have no authority, express or implied, to act on behalf of the City in any capacity whatsoever as an agent, nor shall Contractor have any authority, express or implied, to bind the City to any obligation whatsoever.
Section 12. REPRESENTATIONS AND ACKNOWLEDGMENTS
REGARDING INDEPENDENT CONTRACTOR’S STATUS
OF CONTRACTOR
a. Contractor represents and acknowledges the following:
(1) The City is not required to provide any training or legal counsel to Contractor or its employees for Contractor to perform the services described in this Agreement.
(2) Performance of the services described in this Agreement does not have to be integrated into the daily business operations of the City. (3) The services described in this Agreement can be performed without the use of City equipment, materials, tools or facilities. (4) Nothing in this Agreement shall be interpreted to imply that the City must maintain any contractual relationship with Contractor on a continuing basis after termination of this Agreement.
(5) The City will not be requested or demanded to assume any liability for the direct payment of any salary, wage or other such compensation to any person employed by Contractor to perform the services described in this Agreement. (6) Contractor shall not at any time or in any manner represent that it or any of its officers, employees, or agents are employees of the City and will so instruct its officers, employees and/or agents.
b. The City represents and acknowledges the following:
(1) Contractor is not required to comply with daily instructions from City staff with respect to when, where or how Contractor must perform the services set forth in this Agreement.
(2) Contractor is solely responsible for determining who, under the supervision or direction of Contractor, will perform the services set forth in this Agreement.
Item Number: 9.
(3) The City will not hire, supervise or pay any assistants working for Contractor pursuant to this Agreement.
(4) Nothing in this Agreement shall be interpreted to imply that the Contractor must maintain any contractual relationship with the City on a continuing basis after termination of this Agreement.
(5) It is the sole responsibility of Contractor to set the hours in which Contractor performs or plans to perform the services set forth in this Agreement subject to hours of access.
(6) Contractor is not required to devote full time to the business operations of the City to perform the services set forth in this Agreement. (7) Contractor is not required to perform the services set forth in the Agreement in any particular order or sequence.
(8) Nothing in this Agreement shall be interpreted to preclude Contractor from working for other persons or firms, provided that such work does not create a conflict of interest.
(9) Contractor is not required to perform the Services at City-owned property.
(10) Contractor will perform services that are outside the usual course of the City’s business.
Section 13. CIVIL CODE SECTION 1542 WAIVER
Contractor expressly waives any and all rights and benefits conferred upon it by the provisions of section 1542 of the California Civil Code which reads as follows:
“A general release does not extend to claims that the creditor or releasing party does not know or suspect to exist in his or her favor at the time of executing the release and that, if known by him or her, would have materially affected his or her settlement with the debtor or released party.”
This waiver shall be effective as a bar to any and all actions, fees, damages, losses, claims, liabilities and demands of whatsoever character, nature and kind, that are known or unknown, or suspected or unsuspected, including, without limitation, claims of entitlements under the California Public Employees’ Retirement System (“CalPERS”) that are only afforded to employees and not independent contractors.
Contractor further represents and warrants that it understands this waiver and that if it Item Number: 9.
does not understand this waiver, it shall seek the advice of a qualified attorney before executing this Agreement.
__________
Initials
Section 14. CONFLICTS OF INTEREST
a. Contractor (including principals, associates and professional employees) covenants and represents that it does not have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source or income, interest in real property or investment which would be affected in any manner or degree by the performance of Contractor’s services hereunder. Contractor further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.
b. Contractor is not a designated employee within the meaning of the Political Reform Act because Contractor:
(1) Does not make or participate in:
(i) the making or any governmental decisions regarding
approval of a rate, rule, or regulation, the adoption or enforcement of laws;
(ii) the issuance, denial, suspension or revocation of permits, licenses, applications, certificates, approvals, orders, or similar authorization or entitlement;
(iii) authorizing the City to enter into, modify, or renew a contract;
(iv) granting the City approval to a contract that requires City approval and to which the City is a party, or to the
specifications for such a contract;
(v) granting the City approval to a plan, design, report, study, or similar item; or
(vi) adopting, or granting City approval of, policies, standards, or guidelines for the City or for any subdivision thereof. (2) Does not serve in a staff capacity with the City and in that capacity participate in making a governmental decision or otherwise perform the same or substantially all the same duties for the City that would otherwise be performed by an Item Number: 9.
individual holding a position specified in the City’s Conflict of Interest Code under Government Code Section 87302.
c. In the event the City officially determines that Contractor must disclose its financial interests by completing and filing a Fair Political Practices Commission Form 700, Statement of Economic Interests, Contractor shall file the subject Form 700 with the City Clerk’s Office pursuant to the written instructions provided by the Office of the City Clerk.
Section 15. PROFESSIONAL ABILITY OF CONTRACTOR;
WARRANTY; FAMILIARITY WITH WORK; PERMITS AND
LICENSES
a. Contractor warrants that all services will be performed in a competent, professional and satisfactory manner in accordance with the standards prevalent in the industry for such services.
b. By executing this Agreement, Contractor warrants that:
(1) it has thoroughly investigated and considered the work to be performed;
(2) it has investigated the issues, regarding the scope of services to be provided;
(3) it has carefully considered how the work should be performed; and (4) it fully understands the facilities, difficulties and restrictions attending performance of the work under this Agreement. c. Should Contractor discover any latent or unknown conditions materially differing from those inherent in the work or as represented by the City, it shall immediately inform the City of such fact and shall not proceed except at Contractor’s risk until written instructions are received from the City Manager or appropriate City representative.
d. Contractor represents that it and all of its subcontractors, if any, have obtained and will maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services described in this Agreement, including a City business license.
Section 16. COMPLIANCE WITH LAWS
Contractor shall comply with all local, state and federal laws and regulations applicable to the services required hereunder.
Item Number: 9.
Section 17. INDEMNIFICATION
a. Contractor shall defend, indemnify and hold harmless the City, its officials, agents, employees and volunteers from and against any and all claims, demands, actions, losses, damage, injuries, and liability, direct or indirect (including any and all costs, expenses and attorneys’ fees in connection therewith), arising out of this Agreement, except for any such claim arising out of the sole negligence, recklessness, or willful misconduct of the City, its officials, agents, employees or volunteers. b. The City does not, and shall not, waive any rights that it may have against Contractor under this Section because of the acceptance by the City, or the deposit with the City, of any insurance policy or certificate required pursuant to this Agreement. The hold harmless, indemnification and duty to defend provisions of this Section shall apply regardless of whether or not said insurance policies are determined to be applicable to the claim, demand, action, damage, liability, loss, cost or expense described herein. c. Notwithstanding the provisions of subsections a. and b. of this section, Contractor shall not be responsible for damages or be in default or deemed to be in default by reason of delay caused by strikes, lockouts, accidents, or acts of God, or the failure of the City to furnish timely information or to approve or disapprove Contractor’s work promptly, or by reason of delay or faulty performance by the City, construction contractors, or governmental agencies, or by reason of any other delays beyond Contractor’s control, or for which Contractor is without fault. d. In the event that Contractor or any employee, agent, or subcontractor of Contractor providing services under this Agreement is determined by a court of competent jurisdiction or CalPERS to be eligible for enrollment in CalPERS as an employee of the City, Contractor shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of Contractor or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of the City.
e. If Contractor should subcontract all or any portion of the work to be performed under this Contract, Contractor shall require each subcontractor to indemnify, hold harmless and defend City and each of its officials, employees, agents and volunteers in accordance with the terms of the preceding paragraph. f. This Section shall survive termination or expiration of this Agreement.
Section 18. INSURANCE REQUIREMENTS
a. Policies. Contractor, at Contractor’s sole cost and expense, shall procure and maintain, for the duration of this Agreement, the following insurance policies:
Item Number: 9.
(1) Worker’s Compensation Coverage. Contractor shall maintain Worker’s Compensation Insurance and Employers’ Liability Insurance for its employees in accordance with the laws of the State of California, of an amount not less than one million dollars ($1,000,000) per accident and for Employers’ Liability Insurance in amounts not less than $1,000,000 each accident for bodily injury by accident, $1,000,000 policy limit for bodily injury by disease, and $1,000,000 each employee for bodily injury by disease. In addition, Contractor shall require each subcontractor to similarly maintain Worker’s Compensation Insurance and Employers’ Liability Insurance in accordance with the laws of the State of California for all of the subcontractor’s employees. If any class of employees employed by Contractor pursuant to this Agreement is not protected by the California State Worker’s Compensation Law, Contractor shall provide adequate insurance for the protection of such employees to the satisfaction of the City. This provision shall not apply if Contractor has no employees performing work under this Agreement. Contractor agrees to waive its statutory immunity under any worker’s compensation or similar statute, as respecting the City, and to require any and all subcontractors and any other person or entity involved in the Services to do the same.
(2) General Liability Coverage. Contractor shall maintain commercial general liability insurance in an amount not less than two million dollars ($2,000,000) per occurrence, combined single limit coverage for bodily injury, personal injury and property damage associated with work contemplated in this Agreement. If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Contractor shall provide insurance on an occurrence, not claims-made basis. Contractor acknowledges and agrees that, for purposes of clarification with the intention of avoiding gaps in coverage with any umbrella or excess coverage, personal and advertising injury coverage shall be triggered by an “offense” while bodily injury and property damage coverage shall be triggered by an “occurrence” during the policy period. The coverage required in this paragraph shall provide at least as much coverage as that provided by ISO form CG 00 01 12 07 or any updated form thereof.
(3) Automobile Liability Coverage. Contractor shall maintain commercial automobile liability insurance covering bodily injury, personal injury and property damage for all activities of the Contractor arising out or of in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles, in an amount of not less than one million dollars ($1,000,000) combined single limit for each occurrence, and two million dollars ($2,000,000) in the aggregate. As an alternative, Contractor shall be permitted to obtain a non-owned automobile endorsement to its comprehensive general liability insurance providing the same protection and coverage as though Contractor were to provide separate commercial vehicle liability insurance as set forth in this paragraph. The coverage required in this paragraph shall provide at least as much coverage as that provided by ISO form CA 00 01 or any updated form thereof.
Item Number: 9.
(4) Professional Liability Coverage. Contractor shall maintain professional errors and omissions liability insurance for protection against claims alleging negligent acts, errors or omissions which may arise from Contractor’s Services, whether such Services are performed by Contractor or by its employees, subcontractors, or sub-Contractors, to the extent such persons other than Contractor are permitted to perform any of the Services under this Agreement. The amount of this insurance shall not be less than one million dollars ($1,000,000) per claim, and two million dollars ($2,000,000) in the aggregate.
b. Endorsements. Unless otherwise specified hereunder, each insurance policy required herein shall be with insurers possessing an A.M. Best’s rating of no less than A:VII and shall be endorsed with the following specific language:
(1) Except as otherwise provided by law, the City, its elected or appointed officers, employees, agents and volunteers are to be covered as additional insureds with respect to liability arising out of work performed by or on behalf of the Contractor, including materials, parts or equipment furnished in connection with such work or operations.
(2) This policy shall be considered primary insurance as respects the City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance maintained by the City, including any self-insured retention the City may have shall be considered excess insurance only and shall not contribute with it. (3) This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
(4) The insurer waives all rights of subrogation against the City, its elected or appointed officials, officers, employees or agents. (5) Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers.
(6) The insurance provided by this policy shall not be suspended, voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City.
c. Deductibles and Self-Insured Retentions. Contractor shall disclose to and obtain the approval of City for any self-insured retentions and deductibles before beginning any of the services or work called for by any term of this Agreement. During the period covered by this Agreement, only upon the prior express written authorization of the City Manager, Contractor may either reduce or eliminate such deductibles or selfinsured retentions with respect to City, its officers, employees, agents, and volunteers.
Item Number: 9.
The City Manager may condition approval of any reduction or elimination in deductible or self-insured retention levels with a requirement that Contractor procure a bond, guaranteeing payment of losses and related investigations, claim administration, and defense expenses that is satisfactory in all respects to each of them. d. Certificates of Insurance. Contractor shall provide certificates of insurance with original endorsements to the City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. e. Imposition of Insurance Requirements. Provided the City gives its written consent for any persons other than Contractor to perform any part of the Services, Contractor agrees to require that all parties, including but not limited to subcontractors, architects, engineers or others with whom Contractor enters into contracts or whom Contractor hires or retains pursuant to or in any way related to the performance of this Agreement, provide the insurance coverage required herein, at minimum, and name as additional insureds the parties to this Agreement consistent with Section 18b(1) hereof.
Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that coverage is provided in conformity with the requirements of this Section.
f. Maintain Coverages. In the event this Agreement is terminated for any reason prior to the completion of all obligations and requirements of this Agreement, Contractor agrees to maintain all coverages required herein until the City provides written authorization to terminate the coverages following the City’s review and determination that all liability posed under this Agreement has been eliminated. g. Failure to Obtain Coverages. Contractor agrees and acknowledges that if it fails to obtain all of the insurance required in this Agreement in accordance with the requirements herein, or to obtain and ensure that the coverage required herein is maintained by it or any subcontractors or others involved in any way with the performance of Services, to the extent such is permissible under this Agreement, Contractor shall be responsible for any losses, claims, suits, damages, defense obligations, or liability of any kind or nature attributable to the City or its officers, employees, servants, volunteers, agents and independent contractors. h. Notice of Cancellation or Reduction in Coverage. In the event that any coverage required in this Agreement is canceled, reduced, limited, or materially affected in any other manner, Contractor shall provide written notice to the City either by facsimile and/or via certified mail, at Contractor’s earliest possible opportunity and in no case later than fifteen (15) calendar days after Contractor is notified of the change in coverage.
Section 19. NOTICES
Item Number: 9.
a. Any notice to be provided pursuant to this Agreement shall be in writing, and all such notices shall be delivered by personal service or by deposit in the United States mail, certified or registered, return receipt requested, with postage prepaid, and addressed to the parties as follows:
To the City: Daniel Porras, Deputy City Manager
City of Desert Hot Springs
11999 Palm Drive
Desert Hot Springs, CA 92240
Telephone: (760) 329-6411
E-Mail: [email protected]
To Contractor: ________________________
________________________
________________________
________________________
b. Notices, payments and other documents shall be deemed delivered upon receipt by personal service or as of the second (2nd) day after deposit in the United States mail.
Section 20. DEFAULT
a. Failure or delay by any party to this Agreement to perform any material term or provision of this Agreement shall constitute a default under this Agreement; provided however, that if the party who is otherwise claimed to be in default by the other party commences to cure, correct or remedy the alleged default within fifteen (15) calendar days after receipt of written notice specifying such default and shall diligently complete such cure, correction or remedy, such party shall not be deemed to be in default hereunder.
b. The party which may claim that a default has occurred shall give written notice of default to the party in default, specifying the alleged default. Delay in giving such notice shall not constitute a waiver of any default nor shall it change the time of default; provided, however, the injured party shall have no right to exercise any remedy for a default hereunder without delivering the written default notice, as specified herein. c. Any failure or delay by a party in asserting any of its rights or remedies as to any default shall not operate as a waiver of any default or of any rights or remedies associated with a default.
d. In the event that a default of any party to this Agreement may remain uncured for more than fifteen (15) calendar days following written notice, as provided Item Number: 9.
above, a "material breach" shall be deemed to have occurred. In the event of a material breach, the injured party shall be entitled to seek any appropriate remedy or damages as otherwise set forth herein and by initiating legal proceedings.
Section 21. REMEDIES
If Contractor materially breaches any of the terms of this Agreement, the City’s remedies shall include, but shall not be limited to, the following:
a. Immediately terminate the Agreement;
b. Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Contractor pursuant to this Agreement; c. Retain a different Contractor to complete the Services that are not finished by Contractor.
Section 22. ENTIRE AGREEMENT
a. This Agreement supersedes any and all other agreements, either oral or written, between the City and Contractor with respect to the subject matter of this Agreement.
b. This Agreement contains all of the covenants and agreements between the parties with respect to the subject matter of this Agreement, and each party to this Agreement acknowledges that no representations, inducements, promises, or agreements have been made by or on behalf of any party except those covenants and agreements embodied in this Agreement.
c. No agreement, statement, or promise not contained in this Agreement shall be valid or binding.
Section 23. MODIFICATIONS AND AMENDMENTS
This Agreement may be modified or amended only by a written instrument signed by all parties.
Section 24. ASSIGNMENT AND SUBCONTRACTING
a. The experience, knowledge, capability and reputation of Contractor, its principals and employees were a substantial inducement for the City to enter into this Agreement. Assignments of any or all rights, duties or obligations of the Contractor under this Agreement will be permitted only with the written consent of the City. b. Contractor shall not subcontract any portion of the work to be performed under this Agreement without the advance written consent of the City. If the City Item Number: 9.
consents to such subcontract, Contractor shall be fully responsible to the City for all acts or omissions of the subcontractor. Nothing in this Agreement shall create any contractual relationship between the City and subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as required by law.
Section 25. WAIVER
a. No waiver shall be binding, unless executed in writing by the party making the waiver.
b. No waiver of any provision of this Agreement shall be deemed, or shall constitute, a waiver of any other provision, whether or not similar, nor shall any such waiver constitute a continuing or subsequent waiver of the same provision. c. Failure of either party to enforce any provision of this Agreement shall not constitute a waiver of the right to compel enforcement of the remaining provisions of this Agreement.
Section 26. SEVERABILITY
If any one or more of the sentences, clauses, paragraphs or sections contained herein is declared invalid, void or unenforceable by a court of competent jurisdiction, the same shall be deemed severable from the remainder of this Agreement and shall not affect, impair or invalidate any of the remaining sentences, clauses, paragraphs or sections contained herein.
Section 27. VENUE
All proceedings involving disputes over the terms, provisions, covenants or conditions contained in this Agreement and all proceedings involving any enforcement action related to this Agreement shall be initiated and conducted in the applicable court or forum in Riverside County, California.
Section 28. LITIGATION EXPENSES AND ATTORNEYS’ FEES
In the event any action, suit or proceeding is brought for the enforcement of, or the declaration of any right or obligation pursuant to this Agreement or as a result of any alleged breach of any provision of this Agreement, the prevailing party in such suit or proceeding shall be entitled to recover its costs and expenses, including reasonable attorney's fees, from the losing party, and any judgment or decree rendered in such a proceeding shall include an award thereof. In no instance shall the award of costs and expenses under this section exceed the actual costs and expenses of the City.
Section 29. EXECUTION IN COUNTERPARTS
Item Number: 9.
This Agreement may be executed in several counterparts, each of which shall constitute one and the same instrument and shall become binding upon the parties when at least a copy hereof shall have been signed by both parties hereto. Electronic and facsimile signatures shall be deemed the same as original signatures. In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart.
Section 30. PROHIBITED INTERESTS
Contractor maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Contractor, to solicit or secure this Agreement. Further, Contractor warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Contractor, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement.
For breach or violation of this warranty, the City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer, or employee of the City, during the term of his or her service with the City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
Section 31. EQUAL OPPORTUNITY EMPLOYMENT
Contractor represents that it is an equal opportunity employer and shall not discriminate against any subcontractor, employee, or applicant (“person”) for employment because of race; denial of family and medical care leave; religious creed (including religious dress and grooming practices); color; national origin (including language use restrictions); ancestry; physical disability or mental disability (including HIV and AIDS); medical condition (cancer and genetic characteristics); genetic information; military or veteran status; marital status; gender, gender identity, and gender expression; sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding); age or sexual orientation. Unless otherwise permitted under the law, Contractor shall not refuse to hire or employ any such person or refuse to select any such person for a training program leading to employment, or bar or discharge any such person from employment or from a training program leading to employment, or otherwise discriminate against any such person in compensation or in terms, conditions, or privileges of employment.
Section 32. TIME OF THE ESSENCE
Time is of the essence in the performance of this Agreement.
Section 33. PRINCIPAL REPRESENTATIVES
Item Number: 9.
a. ____________________, shall be Contractor's Principal Representative and the person responsible for undertaking, managing and supervising the performance of all of the Services for this Agreement. Contractor's Principal Representative's experience, knowledge, capability and reputation were a substantial inducement for the City to enter into this Agreement, and as such, for the purposes of performing the Services, the duties of Contractor's Principal Representative shall not be reassigned, without the express written consent of both parties.
b. Daniel Porras, shall be the Principal Representative of the City for purposes of communicating with Contractor on any matter associated with the performance of the services set forth in this Agreement.
Section 34. NON-LIABILITY OF CITY’S OFFICERS AND EMPLOYEES No officer or employee of the City shall be personally liable to Contractor, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to Contractor or to its successor, or for any breach of any obligation of the terms of this Agreement.
Section 35. INTERPRETATION
This Agreement shall not be interpreted against either party on the grounds that one of the parties was solely responsible for preparing it or caused it to be prepared as both parties were involved in drafting it.
Section 36. PROTECTION AND CORRECTION OF WORK
a. Contractor shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work performed by Contractor, and the equipment, materials, papers and other components thereof to prevent losses or damages.
b. The performance of services by Contractor shall not relieve Contractor from any obligation to correct any incomplete, inaccurate or defective work at no further cost to the City, when such inaccuracies are due to the fault of Contractor.
Section 37. CAPTIONS AND HEADINGS
The captions and headings contained in this Agreement are provided for identification purposes only and shall not be interpreted to limit or define the content of the provisions described under the respective caption or heading.
Section 38. GOVERNING LAW
The validity of this Agreement and any of its terms or provisions, as well as the Item Number: 9.
rights and duties of the parties under this Agreement, shall be construed pursuant to and in accordance with California law.
Section 39. CUMULATIVE REMEDIES
Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party.
Section 40. NO THIRD PARTY BENEFICIARIES
The parties do not intend the benefits of this Agreement to inure to any third party, nor shall any provision of this Agreement be so construed.
Section 41. OTHER GOVERNMENTAL REGULATIONS
To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Contractor and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program.
Section 42. REPRESENTATIONS OF PARTIES AND PERSONS
EXECUTING AGREEMENT
a. Each of the parties to this Agreement hereby represents that all necessary and appropriate actions of their governing bodies have been taken to make this Agreement a binding obligation of each of the parties hereto. b. The persons executing this Agreement warrant that they are duly authorized to execute this Agreement on behalf of and bind the parties each purports to represent.
Section 43. SUCCESSORS AND ASSIGNS
The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties hereto.
Section 44. SURVIVAL
All obligations arising prior to any termination of this Agreement and all provisions of this Agreement allocating liability between the City and Contractor shall survive any such termination.
Section 45. USE OF RECYCLED PRODUCTS
Item Number: 9.
Contractor shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of the date first written above.
CITY OF DESERT HOT SPRINGS
_____________________________
Daniel Porras, Deputy City Manager
_____________________________
Doria Wilms, City Manager
ATTEST:
_____________________________
Jerryl Soriano, City Clerk
APPROVED AS TO FORM:
_____________________________
Jennifer Mizrahi, City Attorney
KOSMONT COMPANIES
_____________________________
[Name, Title]
N:\DHSO\0001-01 General\Doc\6051
Item Number: 9.
EXHIBIT “A”
SCOPE OF SERVICES
Item Number: 9.
Prepared For
CITY OF DESERT HOT SPRINGS
July 14, 2025
PROPOSAL FOR
Professional Brokerage Services
RFP# CC18-085
Prepared By
Kosmont Companies
1601 N. Sepulveda Blvd. #382
Manhattan Beach, CA 90266
(424) 297-1070
PROPOSAL
DOWNTOWN INFILL TAX
INCREMENT FINANCING
PROGRAM FOR HOUSING
SUPPORT INFRASTRUCTURE
Photo Credit: www.facebook.com/CityofDesertHotSprings/
Item Number: 9.
SECTION 1. COVER LETTER PAGE i - ii
SECTION 2. FIRM BACKGROUND, QUALS, & EXPERIENCE PAGE 1 - 6 SECTION 3. REFERENCES PAGE 7 - 9
SECTION 4. STAFFING AND PROJECT ORGANIZATION PAGE 10 - 11 SECTION 5. SUBCONTRACTING SERVICES PAGE 12
SECTION 6. PROJECT UNDERSTANDING & APPROACH PAGE 13 - 14 SECTION 7. SCOPE OF SERVICES PAGE 15 - 24
SECTION 8. PROJECT SCHEDULE PAGE 25
SECTION 9. DISCLOSURES PAGE 25
SECTION 10. ACKNOWLEDGEMENT OF INSURANCE REQS. PAGE 26
SECTION 11. NON-COLLUSION AFFIDAVIT PAGE 27
APPENDIX - TEAM RESUMES PAGE A-1 - A-13
- CONTRACT EXCEPTIONS & RFP REQUEST PAGE A-14
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
Photo Credit: www.facebook.com/CityofDesertHotSprings/
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Item Number: 9.
July 14, 2025
City of Desert Hot Springs
Attn: Daniel Porras, PE
City Hall Desert Hot Springs, 11999 Palm Drive
Desert Hot Springs, CA 92240
Re: City of Desert Hot Springs Request for Proposal (“RFP”)Downtown Infill Tax Increment Financing Program for Housing Supportive Infrastructure
Dear Mr. Porras and City Staff:
Kosmont & Associates, Inc., doing business as Kosmont Companies (“Consultant” or “Kosmont”) in conjunction with subconsultants Arellano Associates (“AA”) and Blair, Church, and Flynn Engineers (“BCF”) (collectively referred to herein as “Kosmont Team,” “Consultant Team,” or “Consultants”) is pleased to present our Work Proposal to the City of Desert Hot Springs (“Client” or “City”) for Tax Increment Financing (“TIF”) evaluation and implementation advisory services.
Kosmont, a certified Minority Business Enterprise (“MBE”) and Small Business Enterprise (“SBE”), was founded in 1986 by Larry J. Kosmont, Chairman and CEO. Kosmont is a full-service local government, economics, and real estate advisory firm with an award-winning track record of working with cities, counties, and other public agencies on economic development plans, infrastructure funding strategies, land use market analyses, business/industry attraction, and real estate projects, as well as real estate asset strategies and public finance transactions exceeding $12 billion.
Kosmont is extremely well-suited to provide the necessary advisory services to the City, given our status as the State leader in the evaluation and implementation of EIFDs and other innovative publicprivate funding sources and financing mechanisms. Our firm possesses an unprecedented level of understanding, strategic thinking, and hands-on expertise necessary to successfully evaluate and implement these toolsfor the City.
Across the State of California, Kosmont has facilitated the successful formation of more TIF Districts than any other firm since the dissolution of Redevelopment Agencies (21 of the 32 fullyformed EIFDs thus far). No other firm has been as successful in facilitating multi-jurisdictional (e.g., city/county) partnerships in such special districts, as Kosmont has successfully facilitated the formation of six (6) city-county EIFD partnerships thus far, with two (2) additional city-county EIFD partnerships currently in the formation hearing phase, expected to complete formation in 2025. Kosmont is actively engaged in over 40 other city and county TIF/EIFD evaluations and formations currently underway across the State.
Kosmont Companies
Mailing Address: 1601 N. Sepulveda Blvd., #382 (424) 297-1070 Physical Address: 1230 Rosecrans Ave., #630 Manhattan Beach, CA 90266 www.kosmont.com Manhattan Beach, CA 90266
1. COVER LETTER
Item Number: 9.
SEC-licensed entity Kosmont Financial Services additionally facilitated the first debt issuances to be repaid from EIFD tax increment for the City of La Verne and County of Los Angeles EIFD and the Sacramento County Unincorporated Metro Air Park EIFD. We specialize in the overlap and combination of multiple available infrastructure funding and financing tools, such as EIFD, Community Facilities Districts (“CFD”), grant sources, and private sector contributions.
Subconsultant AA, celebrating 30 years serving communities, joins the consultant team to manage community outreach activities. Kosmont and AA have collaborated in the past, and AA has experience with community outreach specifically related to TIF district evaluation and formation. In addition, State law and State Board of Equalization filing guidelines for TIF districts such as EIFD, CRD, and CRIA, requires that a map and legal description prepared by a licensed surveyor be incorporated into district formation documentation (e.g., Infrastructure Financing Plan). For this reason, Kosmont has tapped BCF with 67 years of experience, who have prepared maps and legal descriptions for multiple EIFDs across the State, working with Kosmont.
As requested in the RFP, information and pricing provided in our work and cost proposals is valid for ninety (90) days from the date of this letter. Kosmont’s request for exceptions to the contract may be found in the Appendix section. The Kosmont Team’s conflict of interest statements are as follows:
• If awarded the contract, individuals from Kosmont who will perform work for the City are free of and currently, have no known conflicts of interest. BCF works with a variety of public agency and municipal clients throughout California, including various irrigation districts, California American Water, and utility providers such as Southern California Edison. However, at this time they do not have any known conflicts of interest with the City. AA certifies that any individual who will perform work for the City in support of this contract is free of any conflict of interest.
The Kosmont Team is exceptionally well-suited to provide the requested services to the City. Our team is enthusiastic, ready, and available to provide the requested services when called upon and looks forward to the opportunity to assist the City.
We are available to discuss our proposal further at your convenience.
Sincerely,
Larry J. Kosmont, CRE® Ken K. Hira
Chairman and CEO President
ii Kosmont Companies
(424) 297-1070
www.kosmont.com
SUBMITTED BY: KOSMONT AND ASSOCIATES, INC., DBA KOSMONT COMPANIES Physical/Main Office: 2301 Rosecrans Avenue, Suite 4140, El Segundo, CA 90245 Mailing: 1601 N. Sepulveda Blvd. #382, Manhattan Beach, CA 90266 Office: (424) 297-1070 / Fax: (424) 286-4632
Principal Advisor: Ken K. Hira, President / (949) 226-0288 / [email protected] Contract Negotiation: Kelly Aguilar, Director of Admin. & Ops. / (424) 297-1071 / [email protected] Follow Kosmont: @KosmontTweets
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure Item Number: 9.
KOSMONT AND ASSOCIATES, INC. DBA KOSMONT COMPANIES - www.kosmont.com Since 1986, 39 Years in Business - A California Corporation (Incorporated Feb. 6, 1990) Taxpayer identification Number: 95-4257431
PRINCIPAL ADVISOR: Ken K. Hira, President – (949) 226-0288 / [email protected] Physical/Headquarters: 2301 Rosecrans Avenue, Suite 4140, El Segundo, CA 90245 Mailing: 1601 N. Sepulveda Blvd. #382, Manhattan Beach, CA 90266 Kosmont provides services to Clients in-person, virtually from satellite locations, and from the El Segundo headquarters across the Western U.S.
Kosmont, a certified Minority Business Enterprise (“MBE”) and certified Small Business Enterprise (“SBE”), is a real estate and economic development services firm offering a full range of real estate and financial advisory, economic development strategies/plans, retail/business strategies, project finance, transaction structuring, negotiations, market analysis, feasibility studies, special district analysis, community outreach/project implementation services for both the public and private sectors. Kosmont was founded in 1986 by Larry J. Kosmont, CRE®, Chairman and CEO, is nationally recognized and has been financially stable throughout the firm's history. With decades of advisory services, Kosmont has assisted hundreds of public agencies in their quest for services and successful public private projects.
What sets Kosmont apart is our understanding of how economics relates to future project shaping, as well as our understanding of both the public and private sectors. Rather than just write reports, Kosmont believes in a comprehensive approach to advisory services that Analyzes, Strategizes, and Implements. Kosmont will integrate our established ability, strengths, seasoned experience, and hands-on approach to deliver the requested consulting services. A brief highlight of our services is as follows.
Economic Development Consulting Services
• Economic Development Strategies (EDSP/CEDS)
• Kosmont Retail Now!® Platform
• Special Districts (EIFD, CRIA, CRD, CFD)
• Downtown Revitalization
• Asset Management Plans
• Developer Selection RFQ/RFP & DDA/ENA
• Sustainable Economic Development
• ROPS & RDA Dissolution Advisory Services
Land Use/Zoning and Community Planning Services
• DEVELOPMENT OPPORTUNITY RESERVE (D.O.R.)®
• Sales Tax Assessment Revenue (STAR*)®
• Other Zoning & Implementation Strategies for Economic Development Kosmont’s Mission Statement is the pursuit of four pillars of strength: Innovation, Integration, Integrity and Intelligence. We are on the cutting edge of products and services; we achieve financial success for our public and private sector clients, we are committed to community prosperity and quality of life, and our professional standards are of the highest caliber.
Planning and Development Services
• Project Evaluation
• Project Financials & Pro-Forma Assessment
• Property Acquisition/Leasing
• Land Use/Entitlements
• Due Diligence Reports
Real Estate Economics & Financial Advisory Services
• Fiscal & Economic Impacts
• Project Economics, Highest & Best Use (HBU) & Market
Studies
• Public & Private Financing Structures
• Affordable Housing (Pro Forma, Housing Element,
Negotiations, Feasibility)
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
1 2. FIRM BACKGROUND, QUALIFICATIONS, AND EXPERIENCE
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
2 CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Kosmont is a full-service firm which also provides various integrated services through two independent and affiliated firms: Kosmont Realty (“KR”) and Kosmont Financial Services (“KFS”). KR is a full service and licensed real estate brokerage firm and KFS is a public finance firm providing financial advisory services, and is registered with the SEC.
In the aggregate, Kosmont, KR, and KFS have extensive experience working with local and State government on real estate transactions between public agencies and private parties and structured project financing involving public and private funding sources. Collectively, Kosmont provides public agencies broad access to real estate consultants and brokers, public sector deal structure experts, and public-private financial advisors. We know of no other integrated set of companies that can provide a full complement of Economic Development Services, Real Estate Brokerage, and Municipal Advisory. Our diverse roles and experience in the real estate and financial industries have made us highly adaptable and skilled for this type of assignment. The chart below represents Kosmont’s wide-array of integrated services.
Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
3 CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES KOSMONT COMPANIES & LARRY J. KOSMONT ARE PROUD RECIPIENTS OF THE FOLLOWING AWARDS:
Larry J. Kosmont, Chairman and CEO of Kosmont
Companies accepting the CBPA Champion of the
Industry Award for his service in real estate and
economic development. Pictured with Pat Donahue,
Chairman and CEO of Donahue Schriber (left) and
Rex Hime, President & CEO of CBPA (right).
• California Association for Local Economic Development (CALED) Awards of Excellence Program
“2024 Award of Excellence for Economic Development Partnerships – City of Pacifica Vision 2025 & Beyond”
• California City Management Foundation (CCMF)
Kosmont Companies is the proud recipient of the
“2022 CCMF Corporate Sponsor of the Year Award”
• Southern California Association of Governments (SCAG) Sustainability Award “5/2019 – City of Placentia“
• California Association for Local Economic Development (CALED) Awards of Excellence Program
“2017 Award of Excellence for Economic Development Partnerships – Redondo Beach Marine Ave Hotels Project ”
• Mr. Larry J. Kosmont, CRE® is the honored recipient of the “2016 California Business Properties Association (CBPA) Champion of the Industry Award” ( for his service in real estate and economic development )
• L.A. Business Journal Latino Business of the Year Awards “2015 Small Private Latino Business of the Year Award”
• California Association for Local Economic Development (CALED) Awards of Excellence Program
“2014 Award of Excellence in Economic Development Partnerships South Gate azalea Project”
• Mr. Larry J. Kosmont, City of Seal Beach (1980) is a proud recipient of the John H. Nail Memorial Award
( Awarded annually by the City Managers Dept of the League of CA Cities ) Kosmont Companies is proud to be in the Los Angeles Business Journal 2025 Book of Lists as one of the Top 100 Minority-Owned Businesses.
Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
4 CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Kosmont has been providing cities, counties, other public agencies, and private sector real estate development and investment entities with economic development, real estate, and public finance advisory services since 1986. In that time, we have guided the development of more than 1,000 public-private projects. Kosmont currently provides advisory services to help numerous city and county clients across California, navigate and implement comprehensive economic development and infrastructure funding strategiesin partnership with the private sector.
Kosmont is the undisputed leader in tax increment financing (TIF) in California, currently servicing over 50 EIFD clients in various stages of their life cycles for 11 years since the authorizing legislation for EIFDs was first adopted in 2014. Kosmont formed the only successful City/County EIFD partnerships in existence across the State, assisting both the Counties of Los Angeles and Orange with developing their tax increment sharing policies to partner with our clients, the Cities of La Verne, Palmdale, Carson, and Placentia. Kosmont has successfully formed 11 of the approximately 20 fully-operating EIFDs in California. Kosmont is the only firm to facilitate successful TIF/EIFD implementation in the County of Los Angeles since the dissolution of California Redevelopment Agencies in 2012. On the following pages are a map and detailed listing of specific jurisdictions where Kosmont has led or is currently leading special district formations.
Kosmont has been uniquely capable in assisting our municipal agency clients in structuring multi-component infrastructure funding and financing strategies, including contributions of property tax increment and other local resources from multiple taxing entities (e.g., City and County), as well as successful complementary grant funding acquisition catalyzed by the other local contributions.
SPECIALTY AREAS OF EXPERTISE
Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
5 CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Exhibit 1: Kosmont Financing Districts in Progress Statewide (includes Market and Fiscal Impact Analysis) Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
6 CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Exhibit 1 Continued: Sample of Kosmont-Led Financing District Progress by Stage of Implementation (Table and Legend Correspond to Map on Previous Page)
Fully Formed In Formation Process Under Evaluation
Jurisdiction Purpose
Apple Valley Industrial and housing supportive infrastructure Banning (CRIA) Downtown revitalization, industrial infrastructure Barstow Industrial and housing supportive infrastructure Brentwood Housing, employment, and transit-supportive infrastructure Buena Park Mall reimagination, tourism-supportive infrastructure Calipatria (CRD) Economic and climate resilience infrastructure Carson + L.A. County Remediation, affordable housing, recreation Citrus Heights Mall reimagination
Covina Downtown housing and blended use supportive infrastructure Fairfield Downtown, housing, and transit-supportive infrastructure Fresno Downtown, housing and transit-supportive infrastructure Fresno County Industrial and commercial supportive infrastructure Humboldt County Coastal mixed-use and energy supportive infrastructure Inglewood (CRD) Transportation and affordable housing
Imperial County Renewable energy, housing and infrastructure La Verne + L.A. County Housing and transit-supportive infrastructure Lakewood + L.A. County Mall reimagination, smart streets, affordable housing Long Beach Economic empowerment and affordable housing
Los Angeles (Downtown, San Pedro, other) Affordable housing and transit-supportive infrastructure Los Angeles County West Carson Housing / bio-science / tech infrastructure Madera County (3 Districts) Water, sewer, roads and other housing infrastructure Modesto + Stanislaus County Downtown, housing, and recreation infrastructure Mount Shasta Rural brownfield mixed-use infrastructure
Napa Downtown, housing, tourism supportive infrastructure Norwalk + L.A. County Affordable housing and infrastructure Ontario Airport-related, blended use, infrastructure
Palmdale + L.A. County Housing, blended use, transit infrastructure Pittsburg Housing, commercial, and tech park infrastructure Placentia + Orange County Housing and TOD infrastructure Rancho Cucamonga Blended use and connectivity infrastructure Redlands Education related blended use, mall reimagination Redondo Beach + L.A. County Parks / open space, recreation infrastructure Riverside County Thousand Palms Housing, hospitality, medical supportive infrastructure Sacramento County (Unincorporated) Industrial / commercial supportive infrastructure Salinas Water, sewer, and other housing supportive infrastructure Sanger Commercial, hospitality, supportive infrastructure Santa Cruz (EIFD + CRD) Downtown, blended use, and climate resilience infrastructure Santa Fe Springs Housing and transit-oriented development infrastructure Santa Rosa + County of Sonoma Downtown investment, affordable housing, aging infrastructure Vacaville Housing and business park infrastructure
Yucaipa Housing and commercial infrastructure
Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
7 3. REFERENCES
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES
KOSMONT REFERENCES
Client Name: Southern California Association of Governments (SCAG) Client PM: Kimberly Clark, SCAG Program Manager, Resource Conservation & Resilient Communities Phone & Email: (213) 236-1844, [email protected]
Project Title: SCAG Financing District Advisory, SCAG Region Description: Value capture financing district technical advisory, screening tool development, stakeholder outreach and education, pilot project tax increment financing (TIF) district evaluation and implementation Final Outcome: Multiple EIFDs formed in the Cities of Placentia, Covina, and Yucaipa and the Unincorporated Community of West Carson in Los Angeles County
Project Start Date & End Date: 2017 - 2024
Staff Assigned: Joseph Dieguez, Dan Massiello, Fernando Sanchez, Stephanie Ontiveros Client Name: City of Carson
Client PM: James Nguyen, Economic Development Manager
Phone & Email: (310) 952-1700, [email protected]
Project Title: City of Carson and County of Los Angeles EIFD Description: Evaluation and formation of an enhanced infrastructure financing district (EIFD), City/County negotiations, ongoing administration and revenue reporting Final Outcome: City/County EIFD partnership formed in 2022 Project Start Date & End Date: 2020 - 2022
Staff Assigned: Joseph Dieguez, Dan Massiello, Stephanie Ontiveros Client Name: City of Fresno
Client PM: Nelson Esparza, District 7 Councilmember
Phone & Email: (559) 621-8000, [email protected] Project Title: City of Fresno Downtown BRT Corridor EIFD Description: Evaluation and formation of an EIFD, ongoing annual administration and revenue reporting Final Outcome: First EIFD formed in a Central Valley City in the State Project Start Date & End Date: 2019 - 2023
Staff Assigned: Ken K. Hira, Joseph Dieguez, Fernando Sanchez, Stephanie Ontiveros Client Name: County of Sonoma
Client PM: Christel Querijero, Deputy County Administrator Phone & Email: (707) 565-2431, [email protected] Project Title: Santa Rosa and Sonoma County Financing District Formation Description: Advisor to County of Sonoma in evaluation and negotiation with City of Santa Rosa for the Santa Rosa Downtown EIFD.
Final Outcome: City/County EIFD partnership formed in 2025 Project Start Date & End Date: August 2024 – June 2025
Staff Assigned: Joseph Dieguez, Fernando Sanchez, Stephanie Ontiveros Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
8 CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES KOSMONT REFERENCES CONTINUED:
Client Name: Metro Air Park LLC
Client PM: Thomas A. Ramos
Phone & Email: (916) 372-6170, [email protected]
Project Title: Sacramento County Metro Air Park EIFD
Description: Evaluation and formation of an EIFD, private sector landowner/developer and County negotiations Final Outcome: EIFD formed and CFD bond issuance in unincorporated County of Sacramento Project Start Date & End Date: 2019 – 2021
Staff Assigned: Joseph Dieguez, Dan Massiello, Stephanie Ontiveros Client Name: City of Lakewood
Client PM: Thaddeus McCormack, City Manager
Phone & Email: (562) 866-9771, [email protected]
Project Title: City of Lakewood and County of Los Angeles EIFD Description: Evaluation and formation of an EIFD, City/County inter-agency discussions and negotiations Final Outcome: City/County EIFD partnership formed in 2024 Project Start Date & End Date: March 2023 – November 2024 Staff Assigned: Ken K. Hira, Joseph Dieguez, Dan Massiello, Fernando Sanchez Client Name: Los Angeles County Metro
Client PM: Craig Hoshijima, Executive Officer, Strategic Financial Planning Phone & Email: (213) 547-4290, [email protected]
Project Title: Metro Value Capture Support
Description: Value capture advisory with an emphasis on tax increment financing (TIF) feasibility analysis and initial implementation
Final Outcome: Multiple City/County EIFD partnership formations in progress Project Start Date & End Date: April 2022 - July 2025
Staff Assigned: Joseph Dieguez, Adria Stauber
Client Name: City of Long Beach
Client PM: Mary Torres, Real Estate Development Bureau Manager Phone & Email: (562) 570-6846, [email protected] Project Title: Long Beach Economic Empowerment Zones and Financing District Advisory Description: Feasibility analysis and initial implementation of value capture financing districts as “Economic Empowerment Zones”
Final Outcome: EIFD formation currently in progress
Project Start Date & End Date: August 2023 - July 2025
Staff Assigned: Ken K. Hira, Joseph Dieguez, Fernando Sanchez Continued:
Item Number: 9.
Client Name: City of Norwalk
Client PM: Jesus Gomez, City Manager
Phone & Email: (562) 929-5700, [email protected]
Project Title: Norwalk Financing District Evaluation and Formation Description: Evaluation and formation of an enhanced infrastructure financing district (EIFD) in partnership with the County of Los Angeles
Final Outcome: City/County partnership EIFD in formation hearings Project Start Date & End Date: July 2022 - July 2025
Staff Assigned: Ken K. Hira, Joseph Dieguez, Fernando Sanchez Client Name: City of Palmdale
Client PM: Megan Taggart, Director of Economic and Community Development Phone & Email: (661) 267-5213, [email protected] Project Title: Palmdale Financing District Administration and Debt Issuance Description: Following formation of the Palmdale EIFD in partnership with the County, now assisting with ongoing annual administration and reporting, and debt issuance advisory Final Outcome: City/County EIFD partnership formed
Project Start Date & End Date: 2019 – July 2025
Staff Assigned: Joseph Dieguez, Dan Massiello, Adria Stauber 9 CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Blair, Church, & Flynn Reference
Client: Pacific Gas & Electric Company (PG&E)
Contact: Kent Poythress
Phone & Email: 530-481-5370, [email protected]
Project Title: PG&E Master Service Agreement
(MSA) for Land Surveying & Mapping Services
Dates: 2014 - Ongoing
Staff Assigned: Randell S. West, Hunter Blanton
This program is a multi-year assignment involving land
surveying projects to deliver electric distribution
infrastructure throughout PG&E’s service territory.
Responsibilities include research, land right
determinations, mapping, permitting and legal
documents related to property acquisition, system
hardening base mapping, easements and right-of-way
with private property owners as well as franchise
agreements with public agencies. The work is
comprehensive in nature involving professional
judgment, industry best practices, legal requirements,
client standards, and CAD deliverables to successfully
secure property rights and achieve project compliance
with the client, various jurisdictions, as well as the
California Public Utilities Commission.
SUBCONSULTANT REFERENCES
Arellano Associates (AA) Reference
Client: Southern California Association of Governments
(SCAG)
Contact: Megan Taggart, Planning Manager
38300 Sierra Hwy, Ste D, Palmdale, CA 93550
Phone & Email: (661) 267-5213,
[email protected]
Project Title: SCAG, On-Call Palmdale Housing
Dates: July 2022 – June 2023
Staff Assigned: Jessica Harleaux, Rachael Potts
AA served as the outreach lead for this project and worked in conjunction with the City of Palmdale to inform area stakeholders of project milestones and to receive public feedback. This outreach approach informed a diverse
group of stakeholders including housing advocates,
property owners, developers, and other interested
stakeholders through two public workshops. AA created
and designed informational materials, developed content for social media and the project webpage, and assisted
in the development of presentation materials.
KOSMONT REFERENCES CONTINUED:
Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
10 4. STAFFING AND PROJECT ORGANIZATION
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES
MEET THE KOSMONT TEAM
Kosmont brings a well-rounded and seasoned professional cohort with the required expertise and exemplary skillsets to provide the requested services. Most senior staff with Kosmont have been employed for a decade or longer, providing continuity on assignments and are a well of relevant knowledge and experience. Kosmont along with AA and BCF have the extensive experience, proven track record, and qualifications necessary to provide the knowledge, guidance, and execution of those services to assist the City.
PUBLIC OUTREACH ENGINEERING /
MAPPING
City of Desert
Hot Springs
THE KOSMONT TEAM
ADDITIONAL INFORMATION: Kosmont provides services to Clients in-person, virtually from satellite locations, and from the El Segundo headquarters across the Western U.S. Team members are assigned as appropriate based on their skills, qualifications, and availability in order to adequately provide services to the City for the length of the assignment and stay within budget. The following page contains a Kosmont Team overview with resumes for key staff found in the appendix located further herein.
Our team is enthusiastic, ready, and available
to provide the requested services when called upon.
PRIME /
PROJECT MANAGER
Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
11 TEAM OVERVIEW
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES If selected, Kosmont’s Project Manager will be Kosmont Senior Vice President Joseph “Joe” Dieguez. Mr. Dieguez brings over 16 years of experience (with 14+ of those years at Kosmont Companies) serving public and private sector clients primarily through infrastructure funding and financing strategies, fiscal and economic impact analysis, market and economic analyses, and real estate development advisory. Mr. Dieguez will oversee this project from start to completion, be responsible for day-to-day management of the engagement with the City, and coordination of the Kosmont Team to ensure the projects are completed on time and within budget.
Mr. Dieguez will be supported by the following Kosmont Team members:
• Mr. Ken K. Hira, Kosmont President has expertise in real estate and economic development. He brings over 30 years of varied experience (17+ of those years at Kosmont Companies) in virtually every aspect of acquisition, entitlement, development, financing, asset management, disposition, downtown revitalization, and strategic plans. His strengths include a keen understanding of land use trends, business retention/attraction, negotiating public-private transactions, and implementing blended-use projects. He will provide project oversight, quality control, strategic advisory support, and make public presentations as necessary as the Principal Advisor. • Mr. Dan Massiello, Kosmont Senior Vice President and head of the Public Finance division of Kosmont Financial Services for 12+ years brings over 25 years of professional experience both as a Municipal Advisor and an Investment Banker. He will provide Public Finance / Bonding Capacity Expertise. • Mr. Fernando Sanchez, Kosmont Vice President has been assisting Kosmont’s public and private sector clients for 10+ years with market and economic analyses, strategic planning, and real estate development advisory. He will provide GIS/Mapping and Fiscal Impact Analysis for this assignment. • Ms. Stephanie Ontiveros, Kosmont Vice President brings 26+ years of experience and has served as a financial consultant to over 90 cities, agencies and special districts throughout California, specializing in Property Tax and Tax Increment analysis, revenue evaluation, forecasting and budgeting. For this assignment, she will be the Parcel and Tax Analysis Specialist.
• Ms. Adria Stauber, Kosmont Project Analyst has expertise in economic development and urban planning with 5+ years of experience serving clients through market and economic research, real estate development services, and economic development support for a variety of project types. She will provide Mapping, Research, and Analytical Support.
Additional support will be provided by the following Subconsultant Key Team Members. More detail on each firm may be found in the next section titled Subcontracting Services on the following page along with corresponding resumes found in the Appendix section further herein.
Arellano Associates (years of experience)
• Jessica Harleaux – Principal-in-Charge (18)
• Jennifer Velazquez – Deputy Project Mgr. (5)
• Noah Kim – Project Coordinator (1)
Blair Church & Flynn (years of experience)
• Randell Scott West, PLS - Project Manager / Land Surveyor (34) • Hunter Blanton, PLS, RPIC - Project Mgr. / Land Surveyor (10) • Robert Reding, PLS, RPIC - Senior Land Surveyor (6)
• Marco Munoz, LSIT - Assistant Surveyor (20)
• Rhonda Rice - Assistant Surveyor (38)
• Don Garman - Assistant Surveyor (41)
Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
12 5. SUBCONTRACTING SERVICES
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Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES In Kosmont’s extensive experience with TIF district evaluation and formation, it is necessary to incorporate authentic, targeted community outreach including professionals with local outreach experience. For this reason, AA joins the consultant team to manage community outreach activities. Kosmont and AA have collaborated in the past, and AA has experience with community outreach specifically related to TIF district evaluation and formation.
In addition, State law and State Board of Equalization filing guidelines for TIF districts such as EIFD, CRD, and CRIA, requires that a map and legal description prepared by a licensed surveyor be incorporated into district formation documentation (e.g., Infrastructure Financing Plan). For this reason, Kosmont has tapped BCF, who have prepared maps and legal descriptionsfor multiple EIFDs across the State, working with Kosmont.
Arellano Associates (AA) is celebrating 30 years of providing communications and public outreach, community and government relations, and strategic planning and marketing programs. AA serves many of Southern California’s most important public programs, including transportation, public safety, sustainability, planning, and infrastructure improvement. Our vision is to serve as a trusted partner guiding meaningful community engagement that is intentional, equitable, and inclusive. Our team of professionals provides comprehensive communications and planning services for the full spectrum of public projects from planning to construction and implementation. AA is an S Corporation and is woman-owned and minority-owned. AA is a certified Small Business-owned (SBE) and Disadvantaged Business Enterprise (DBE). AA is headquartered in Chino Hills, California and is comprised of a growing team of 80 staff members. Our firm’s understanding and appreciation for stakeholder diversity – along with bringing forward the latest innovations in outreach – enables us to work together with clients toward achieving their goals.
Blair, Church & Flynn (BCF) is a professional consulting firm focused on serving California public agencies and municipalities. The firm offers comprehensive services including land surveying, planning, architectural, environmental, engineering, landscape architecture, and construction management.
With over 67 years of experience working throughout the Central Valley with multidisciplinary teams and with various project delivery methods, Blair, Church & Flynn believes that the key to successful projects rests greatly in their ability to be a client’s trusted advisor. Serving clients in the spirit of this philosophy means listening to concerns, providing answers, developing solutions, and protecting the interests of their clients and the people they represent.
Since 1958, we have been a trusted advisor to municipalities and public agencies. With offices in northern and southern California, and our headquarters in Clovis, we are strategically-located to easily serve the needs of clients throughout the state. Blair, Church & Flynn challenges its staff to deliver services in a way that communicates the role of trusted advisors; responsible for helping clients, owners, and the public develop meaningful projects.
Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
Kosmont understands that the City is seeking to develop and utilize a tax increment financing (“TIF”) program to facilitate construction of public infrastructure to promote housing development in the City’s Downtown, and potentially other opportunity sites, such as freeway-adjacent sites, and other opportunity sites within the City which meet the REAP 2.0 definition of infill as defined in the State Program Guidelines. The City wishes to:
• Support the development of affordable housing consistent with RHNA targets, • Facilitate the revitalization of the City’s Downtown by securing funding and investments for critical infrastructure improvements that support housing production and capacity, while driving economic development and job creation, and
• Promote targeted investments and improvementsin blighted and underinvested areas.
With the loss of redevelopment agencies in California in 2012, the City seeks to utilize the new TIF district toolkit that allows for property tax increment financing for infrastructure and related public improvements. In the 2020 General Plan update, the City increased housing densities and expanded mixed use zoning in the Downtown. In order to fund key infrastructure improvements to catalyze new housing development in Downtown, freeway adjacent sites, and in other housing opportunity sites citywide, the City wishes to analyze and form a TIF district. The types of eligible improvements that may be funded by a TIF district within the City might include affordable housing, utilities, active/public transportation access, streetscape, road improvements, safety enhancements, and/or other eligible facilities (capital expenditures and maintenance costs are both eligible).
The City’s TIF district will help fulfill and implement SCAG’s Connect SoCal 2024 Plan by providing a permanent source of infrastructure funding, which can also improve the City’s ability to attract third party grant funding and private sector investment. Kosmont understands that the City’s Downtown area is designated as a SCAG Priority Development Area. After establishment of a TIF district, TIF revenues would potentially be leveraged with a variety of local agency and non-profit partners to increase the supply of different housing choices, a mix of housing types, optimizing underutilized infill sites, and promoting lasting affordability.
Kosmont understands that the City is seeking a consultant team to not only evaluate the financing district toolkit, but also to “take the district to the finish line” of district formation within the SCAG REAP 2.0 NOFA expenditure period (by June 30, 2026).
Kosmont’s proposed approach is to do exactly this, consistent with the Scope of Work outlined in the City’s Request for Proposals(RFP).
Kosmont will leverage its experience as the State leader in evaluation and implementation of TIF districts, including Enhanced Infrastructure Financing Districts (EIFD), Climate Resilience Districts (CRD), Community Revitalization and Investment Authorities (CRIA), Affordable Housing Authorities (AHA), Neighborhood Infill Finance and Transit Improvements (NIFTI or NIFTI-2) areas, Infrastructure and Revitalization Financing Districts (IRFD), as well as complementary non-TIF districts, such as Mell-Roos Community Facilities Districts(CFD) and Assessment Districts.
Consistent with Kosmont’s typical practice, the proposed scope of work will remain “agnostic” as to the type of district recommended, until Kosmont gains a greater understanding of the potential targeted district boundary and 13 6. PROJECT UNDERSTANDING AND APPROACH
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Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
proposed improvements to be funded with district funding, prior to Kosmont making any recommendations to the applicants about the most advantageoustype of district to pursue (within Task 3.1).
Beyond the overarching goal of utilizing a special district approach to accelerating housing production and addressing other community needs, common concerns and key issues that Kosmont has faced in similar exercises in other jurisdictions include the need to balance special district funding capacity and General Fund health. Larger contributions of property tax increment to the special district could imply less property tax funding for the general fund, if the district is not strategically and thoughtfully defined. Kosmont will seek to address these concerns with transparent fiscal impact analysis and suggestions of realistic tax increment contribution scenarios that facilitate sufficient flow of funding to the general fund to support day-to-day operations and improved service levels over the long term.
A common question received, particularly as related to TIF district, is “is this a new tax?”. Our team’s approach will proactively address this question in outreach and throughout potential district formation efforts to clarify the difference between tax increment financing and other types of districts that actually add new taxes or assessments on residents, landowners, or businesses. We typically use a “retirement account” analogy to explain how TIF districts enable jurisdictions to set aside a portion of future property tax increment receipts like a retirement account, prioritizing housing and infrastructure as a necessary future investment for long-term sustainability.
Another common concern observed by Kosmont is the possible perception that special districts serve as a means to subsidize private developers and investors utilizing taxpayer dollars. Beginning with initial stakeholder outreach efforts and throughout the definition of projects to potentially be funded by special district dollars, Kosmont’s approach will emphasize the authorizing special district legislation, which says that such projects should be of communitywide and regional benefit, and not project- or property-specific.
One last common issue worth mentioning from Kosmont’s perspective is the desire for each applicant to utilize the special district to attract additional funding. If a public agency is going to dedicate and invest future public dollars into a special district, they are typically seeking to maximize their “return on investment”. Kosmont’s approach will prioritize boundary definition, revenue contribution levels, and partner entity outreach efforts that will maximize the City’s capacity to utilize the special district as a “magnet” to attract other funding, such as property tax increment “matches” from Riverside County and/or local water districts, and third party grant funding, to name a few examples.
A related question that is often raised is “how to fund initial projects while tax increment takes time to generate?”.
To answer this question, Kosmont’s proposed approach will highlight the significance of complementary public and private funding sources. Kosmont will evaluate which complementary sources are most appropriate and relevant for each applicant specifically.
The foregoing are just examples of common objectives, concerns, and key issues observed by Kosmont; however, it is our expectation that throughout the engagement, Kosmont will listen and learn more about the City’s specific needs, so that we may provide the most relevant and actionable advisory. 14 6. PROJECT UNDERSTANDING AND APPROACH CONTINUED:
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Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
Kosmont accepts and agrees with the Scope of Work detailed in the RFP. On the following pages, Kosmont is reiterating the Scope of Work requested with minor nuances added for increased clarity.
Approach to Tasks: The prospective assignment and consulting services that Kosmont will provide will be of a relatively limited scope and duration, and advisory in nature. Kosmont will be making recommendations only, which advise the Client and jurisdictions, including their elected officials, appointed officials, and staff, which they can accept or reject. None of Kosmont's staff will act in a capacity as an elected official, nor appointed official, nor as staff, nor as serving in a "designated" position.
TASK 1: PROJECT MANAGEMENT AND COORDINATION
Task 1.1: Project Kick Off Meeting
Within the first month from issuance of the Notice to Proceed, Consultants will hold a virtual kickoff meeting with Project Management Team (PMT). The PMT will consist of the SCAG Project Manager and Deputy Project Manager, the City’s Project Manager, and other relevant staff to review project vision and goals and confirm the direction of the technical approach and engagement efforts.
The kickoff meeting will be used to review the draft Project Management Plan (PMP, Task 1.2), project scope of work, schedule, and budget; establish a schedule for the Project Management Team meetings (PMT, Task 1.3); identify potential stakeholders to engage (Task 3.4); and confirm communication protocols. Consultant will also lead a discussion on data collection (Task 2).
Consultants will provide the kickoff meeting agenda to meeting attendees at least two business days in advance to allow time to review and revise the agenda. Consultant will provide meeting notes within two business days after the kickoff meeting to meeting attendees to ensure that next steps are documented. Consultant is responsible for preparing an agenda, presentation materials, and any handouts ahead of the kickoff meeting.
Task 1.1 Deliverables:
1.1.1. Project kick off meeting agenda
1.1.2. Project kick off meeting notes and list of attendees
1.1.3. Project kick off presentation and any handouts or other relevant materials Task 1.2: Project Management Plan and Schedule
The Consultant will prepare a PMP, which will include the contact information for the key project team, the scope of work, the schedule, the budget, invoicing progress, reporting details, along with document control and QA/QC procedures. The PMP will include deliverables and timelines. The PMP will identify system for project control, including necessary procedures for conducting the work; managing resources, communications, budget, schedule, monitoring and reporting project status and progress, document control and quality assurance/quality control.
The PMP will include safeguards for early identification of issues and their effective resolution. Upon approval by SCAG, the PMP will be the document guiding the progression on the overall effort. Consultant will notify SCAG as swiftly as possible about potential necessary updates to the PMP. Proposed changes to the overall PMP must be approved by SCAG. The Consultant will deliver the PMP prior to the Kickoff Meeting. 15 7. SCOPE OF SERVICES
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Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
The Consultant will develop a schedule showing work tasks, subtasks, start dates, activity durations, product submittal dates, key project milestones, and relationships among work tasks, including critical path items. Each task and subtask deliverable will be provided to PMT as it is completed, per the project schedule. PMT will have a twoweek review period for deliverables. Comments, edits, suggestions, and questions from the PMT shall be submitted to the Consultant and edits will be incorporated into a revised deliverable.
Task 1.2 Deliverables:
1.2.1. PMP
1.2.2. Project schedule
Task 1.3: Project Management Meetings
Consultant Project Manager will conduct monthly check-in meetings with the PMT and other team members as needed. The meetings will be used to update the PMT on project progress, to identify and plan for upcoming tasks, and to anticipate any concerns or challenges. Consultant will provide each meeting agenda at least two business days in advance to meeting attendees to allow time to review and revise the agenda.
Consultant shall provide meeting notes within approximately two business days after each meeting to attendees to ensure next steps are documented. Consultant will provide presentation materials electronically to meeting attendees at least 24 hours before the meeting.
In addition, Consultants will be available for phone check-ins with SCAG and the City up to a time commitment of 12 hours.
Task 1.3 Deliverables:
1.3.1 Meeting agendas for monthly PMT meetings
1.3.2. Meeting notes with list of attendees
1.3.3. Meeting materials, including presentations or any handouts
1.3.4. Documentation of additional check-ins (up to 12 hours) Task 1.4: Monthly Invoicing and Reporting
The Consultant will prepare monthly invoices and reports in accordance with SCAG invoicing and reporting methodologies. Each report will follow a format approved by the SCAG Project Manager. Consultant will track and report critical path activities and milestones and prepare and submit monthly progress reports to SCAG. Monthly progress reports shall detail the work performed and deliverables completed during the previous month, identify any issues encountered, and provide proposed solution(s) to address said concerns.
Each monthly progress report will at a minimum include:
• Summary
• Progress narrative
• Description of tasks completed
• Projectschedule describing the percentage of each task/deliverable/milestone • Summary of costsincurred per task/milestone
• Schedule and schedule tracking narrative
16 7. SCOPE OF SERVICES CONTINUED:
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Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Item Number: 9.
• List of deliverable items
• Management issues
• Needed corrective actions
• Statement of resolution of problems
• 30-day look ahead
Task 1.4 Deliverables
1.4.1. Monthly invoices
1.4.2. Progress reports
Task 1.5 Project Close-Out Files
At the end of the project, the Consultant will document and assemble project deliverables and provide them in accordance with SCAG’s project close out procedures. Deliverables will be provided in accordance with the Project Schedule.
Consultant will document project deliverables in an organized fashion and deliver them in an electronic format at the end of the project, along with an Excel file documenting location and completion of deliverables. Each task shall have its own folder. Within each task there shall be a folder with the name of the deliverable and the final version of each deliverable within it. Each meeting held shall have a folder including agendas, notes, and other relevant materials from that meeting. Deliverables shall be provided in accordance with the Project Schedule.
Task 1.5 Deliverables:
1.5.1 Project close-out files with accompanying Excel file Task 1.6 REAP Metrics Data Collection and Reporting
The Consultant will work with the City and SCAG PM on selected measurable outcomes and metrics. Consultant will collect related existing conditions from City staff and report on the selected measurable outcomes, baseline conditions, and metrics pursuant to SCAG’s schedule provided at project kickoff.
Task 1.6 Deliverables:
1.6.1 REAP metrics data collection and reporting
TASK 1 SUMMARY OF DELIVERABLES
17 7. SCOPE OF SERVICES CONTINUED:
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Task 1.1 1.1.1. Project kick off meeting agenda
1.1.2. Project kick off meeting notes and list of attendees
1.1.3 Project kick off presentation and any handouts or materials Task 1.2 1.2.1. Project workplan
1.2.2. Project schedule
Task 1.3 1.3.1. Meeting agendasfor monthly PMT meetings
1.3.2. Meeting notes with list of attendees
1.3.3. Meetingmaterials, including presentations or handouts
1.3.4. Documentation of additional check-ins(up to 12 hours) Task 1.4 1.4.1. Monthly invoices
1.4.2. Progressreports
Task 1.5 1.5.1. Project close-outfiles with accompanying Excel file Task 1.6 1.6.1. REAP metrics data collection and reporting Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
TASK 2: PUBLIC OUTREACH
Task 2.1: Outreach and Engagement Plan
Consultant Team will design a public outreach plan featuring meeting dates, topics, identifying potential stakeholders, methods of input and approved formats (town hall, study session, public meeting, or community event). The outreach plan will address language accessibility, culturally competent methods and materials, appropriate communications channels and technological access considerations, and mechanisms for meaningful input, follow-up and followthrough. The outreach plan will outline the timing of the stakeholder engagement and how the feedback will be utilized to inform the various project deliverables.
The Outreach Plan will include two (2) workshopsthat will cover the following presentations.
Workshop #1: Tax Increment Financing Overview Presentation Workshop #2: Infrastructure Priorities Presentation
Consultant Team is also responsible for crediting SCAG as a funder of the project. Public-facing communications materials produced under this contract will acknowledge and give credit to SCAG, whether via a logo or text.
Communications materials include, but are not limited to, site signage, printed information materials, print and online publications, websites, advertisements, video, public service announcements, social media postings, events, media advisories, news releases, and other related materials. If SCAG determines that a communications material does not adequately credit SCAG’s role in funding the project, the Kosmont Team will revise the communications material according to the SCAG PM’s direction.
To promote awareness and encourage local support, local elected officials in the project area should be invited to outreach activities. The SCAG PM shall coordinate this with the respective SCAG Government Affairs Officer.
To ensure consistency of public information about SCAG programs and SCAG-funded work products, Consultant is required to notify and coordinate with the SCAG PM, who will coordinate with SCAG’s Manager of Media & Public Affairs or a specified designee, on media inquiries or plans for proactively providing information to media outlets related to encouraging participation or reporting on these engagement activities.
Task 2.1 Deliverables
2.1.1. Public Outreach Plan with dates, topics, and target audiences Task 2.2: Stakeholder List
Consultant Team will collaborate with the City to compile a stakeholder list based on prior similar projects (e.g., General Plan update, Housing Element). The stakeholder list will be used throughout the project's outreach process, allowing the City and Consultant to keep key stakeholders informed of project progress, gather feedback, and provide updates on critical milestones.
Task 2.2 Deliverables
Stakeholder list
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Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
Task 2.3: Outreach Events and Summary
Consultant Team will plan, develop materials, lead, and attend between 2 and 3 public events identified in the Public Outreach Plan within the City. The outreach will have a particular focus on accessibility and convenience for residents of disadvantaged communities (DAC) and historically disinvested communities with the highest potential for infill housing development.
Consultant Team will develop accessible, comprehensible, and appealing outreach materials to support the outreach plan. The Consultant will develop social media posts and announcements for the City to distribute on City platforms such as social media, newsletters, city webpages, and e-blasts.
Task 2.3 Deliverables
2.3.1. Outreach Materials (flyers, one-sheets, posters, website updates, and presentations)
2.3.2. Outreach Summary Memo and incorporation of feedback into final plan) TASK 2 SUMMARY OF DELIVERABLES
TASK 3: TECHNICAL WORK
Evaluation and potential implementation of a special purpose financing district to assist to facilitate housing production and economic development.
Task 3.1: Project Area Assessment
The Consultant will conduct an assessment of the project area. The Consultant will review the Downtown area, freeway adjacent sites, and other housing opportunity sites Citywide to evaluate and establish project area boundaries, and identify potential number of new housing units by affordability or household income level.
Additionally, a high-level assessment of the community’s infrastructure and transit needs will be included early in the planning process.
The assessment will evaluate up to three (3) alternative financing district boundary scenarios, in areas planned for infill development.
The Consultant will prepare a Study Area Map and a summary of their findings. The Study Area Map will include summary metrics, such as acreage, number of parcels, existing assessed values, and other important feasibility considerations as deemed relevant by Consultant. Consultant will additionally define suggested Project Assessment Areas based on the following factors:
1. Property / land ownership and planned / proposed / potential future development 19 7. SCOPE OF SERVICES CONTINUED:
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Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Task 2.1 2.1.1. Public Outreach Plan with dates, topics, and target audiences.
Task 2.2 2.2.1. Stakeholder List
Task 2.3 2.3.0. Two virtual public workshops + two in-person pop-up events (added by Consultant for clarity)
2.3.1. Outreach Materials (flyers, one-sheets, posters, website updates, and presentations)
2.3.2. Outreach Summary Memo and incorporation of feedback into final plan Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
2. Infrastructure needs
3. Potential public and private sector partners (e.g., City, County, other affected taxing entities, developers / property owners)
4. Opportunity Zone census tract designation
5. Disadvantaged Community (DAC) census tract designation
6. Former Redevelopment Agency Project Area boundaries (if applicable) Consultant will also evaluate the general feasibility of and recommend a potential Tax Increment Financing mechanism to be utilized. The assessment will include the evaluation of available tools to determine which type of financing district (or other tool) may be most suited for further evaluation. This shall include Enhanced Infrastructure Financing Districts (“EIFDs”), Climate Resilience Districts (“CRDs”), Community Facilities Districts (“CFD”), Community Revitalization and Investment Authorities (“CRIAs”), and other assessment districts authorized under California law.
These tools will be documented in a brief memo including a description of the applicability, potential use of each tool, description of relevant limitations/ease of access, potential scale of impact/depth of the capital pool, general approach to securing funding, and/or financing, statutory and practical (based on precedent) timelines for initiation, development, and approval of infrastructure and financing plans, bond issuance, and other key considerations. Key program characteristics will be compared in a concise summary table for easy reference. The assessment will evaluate existing conditions such as real estate market supply and demand conditions, existing plans and policies such as General Plan and existing Specific Plan(s).
Task 3.1 Deliverables
3.1.1 Study Area Map
3.1.2. Assessment Summary Description and Findings memo
3.1.3. Brief memo and matrix describing recommended mechanism for Tax Increment Financing Task 3.2 Proposed Infrastructure Projects
The Consultant will develop a list of potential housing-supportive infrastructure projects for the TIF District with Rough Order of Magnitude estimates of cost (with City staff assistance), and prospective development fees or other prospective financing sources to be funded and implemented by the tax increment financing district, supported by the following information and analysis:
1. How the infrastructure project would directly or indirectly support housing development and its affordability, including identifying the number of market rate and affordable housing units that could be supported through a given infrastructure project, projected impact upon residential displacement, the increase in capacity for housing due to infrastructure upgrades (e.g., sewer and water system upgrades), or other factors influencing housing production;
2. The history of planning and feasibility analysis which has occurred for each of the proposed infrastructure projects, including whether they are included within a Capital Improvement Plan (CIP) or other financing plan adopted by the local government or other financing entity. Also, whether the infrastructure project has been included in any previous environmental documentation required by California Environmental Quality Act (CEQA);
20 7. SCOPE OF SERVICES CONTINUED:
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Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
3. Prospective public and private additional financing sources for the planned infrastructure projects and associated housing, including timelines and critical eligibility thresholds of availability of these sources. This shall include complementary affordable housing financing sources, e.g., Permanent Local Housing Allocation (PLHA) program, Affordable Housing and Sustainable Communities (AHSC), Multifamily Housing Program, Transit‐Oriented Development Housing program, Infill Infrastructure Grants (IIG) program and local public funds; and
4. An anticipated phasing schedule for projected amount of housing development and infrastructure projects.
Consultant Team shall also review the results of Workshop #1 to support in identifying the list of needed housingsupportive infrastructure. Consultant Team shall include input and feedback from Task 2 Public Outreach.
Task 3.2 Deliverables
3.2.1. Draft Infrastructure Project List with recommendations and estimated costs Task 3.3: Feasibility and Fiscal Impact Analysis
The Consultant will analyze property tax structure, taxing entities, market conditions, and projected development to determine funding capacity and tax increment financing mechanisms.
The Consultant will develop a memo describing the feasibility of establishing a TIF district and recommended implementation. After drafting the memo, the Consultant will collect comments from City staff and incorporate them, if any, into the memo.
Consultant will develop detailed tax increment financing analysis for the assessment areas with proposed infrastructure and planned development, including:
1. Identification of property tax contribution factor for participating entities, in consideration of requirements from any applicable TIF Participation Policies adopted by the City or Riverside County;
2. Projections of contributing tax increment revenue sources to the district (e.g., property tax, property tax revenues in lieu of vehicle license fees, transit occupancy tax, grant funding, etc.), including phasing through the lifespan of the district;
3. Feasibility analysis of infrastructure costs for the potential TIF District building from Task 3.2;
4. Recommendations on needed adjustments to the district assessment area, revenue sources, infrastructure projects, planned development, and time horizon based on projected revenues and costs; and
5. Revisions to the analysis if adjustments are recommended by the Consultant and approved by the project sponsors.
The Consultant will present these findings in MS PowerPoint format to the Management City Staff.
Task 3.3 Deliverables
3.3.1. Feasibility and Fiscal Impact Analysis Presentation
3.3.2. Draft TIF District Feasibility Memo
3.3.3. Final Draft TIF District Feasibility Memo
21 7. SCOPE OF SERVICES CONTINUED:
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Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
Task 3.4 Public Financing Authority (PFA) Board
The Consultant will make suggestions for the membership of the TIF District’s Public Financing Authority (or equivalent) board and meet with taxing entities (e.g., Riverside County) and potential funding partners to determine participation and funding plan.
This work will include engagement with Riverside County and incorporation of their feedback in the development and delineation of the TIF District boundaries. Riverside County is currently developing a TIF Participation Policy that will be consulted once adopted.
Task 3.4 Deliverables
3.4.1. Tax increment summary presentation
3.4.2. Updated feasibility and fiscal impact analysis
3.4.3. Memo on PFA Board appointment and potential documentation for County participation Task 3.5 First Draft District Formation Materials (For Staff Review) Contingent on preliminary establishment of feasibility, Consultant will work with the City and potential district partners to draft the necessary documentation to establish a TIF District for the purposes of accelerating infill housing supply and facilitating affordable housing, among other community development activities. Upon approval of the resolution of intent, Consultant will work with participating jurisdictions to draft a District Formation Plan and/or Infrastructure Financing Plan (IFP) along with supporting analyses.
The Consultant will prepare public notices and documents and coordinate the scheduling of public meetings and hearings according to California State Code requirements.
The Consultant will incorporate the technical work tasks into a draft District Formation Materials. The draft will be shared with City staff and SCAG and feedback will be incorporated into the draft prior to public release.
Task 3.5 Deliverables
3.5.1. Staff Review Draft District Formation Plan and/or Infrastructure Financing Plan
3.5.2. Resolution of Intention of District Formation
3.5.3. Public Notices
3.5.4. Maps and legal descriptionsfor Infrastructure Financing Plans (IFP)
3.5.5. Fiscal impact analysis
3.5.6. Tax Increment Financing Resolutions of Formation
3.5.7. CEQA documentation for review and revision by City Attorney / legal counsel (anticipating a notice of exemption)
Task 3.6 Second Draft District Formation Materials (For Public Review) The Consultant will incorporate comments and edits into a second draft of the requirement formation documentation. The second draft shall be released for public hearings and adoption, as described in Task 4.
Task 3.6 Deliverables
3.6.1. Public Draft District Formation Plan and/or Infrastructure Financing Plan 22 7. SCOPE OF SERVICES CONTINUED:
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
3.6.2. Public Draft District Formation Plan and/or Infrastructure Financing Plan
3.6.3. Public Draft Tax Increment Financing Plan and District Formation
3.6.4. Public Draft Notice of Intent for Formation of TIF district
3.6.5. Public Draft Map and Legal description
3.6.6. Public Notices
3.6.7. Staff Report for Public Hearing
3.6.8. Public Hearing Presentation
TASK 3 SUMMARY OF DELIVERABLES
TASK 4: PUBLIC HEARINGS AND ADOPTION
Task 4.1: Public Hearing and Adoption
Consultant Team will prepare and present at up to 6 public hearings with the Planning Commission, City Council, Public Financing Authority, and/or other deliberative bodies, in support of the Tax Increment Financing Plan and District Formation.
23 7. SCOPE OF SERVICES CONTINUED:
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Task 3.1 3.1.1. Study Area Map
3.1.2. Assessment Summary Description and Findings memo
3.1.3. Brief memo andmatrix describing recommendedmechanism for Tax Increment Financing Task 3.2 3.2.1. DraftInfrastructure Project List with recommendations and estimated cost Task 3.3 3.3.1. Feasibility and Fiscal Impact Analysis Presentations
3.3.2. Draft TIF District Feasibility Memo
3.3.3. Final Draft TIF District Feasibility Memo
Task 3.4 3.4.1. Tax Increment Summary Presentation
3.4.2. Updated feasibility and fiscal impact analysis
3.4.3. Memo on suggestions for PFA Board appointment and Documentation required for County participation
Task 3.5 3.5.1. Staff Review Draft District Formation Plan and/or IFP
3.5.2. Resolution of Intention of District Formation
3.5.3. Public Notices
3.5.4. Maps and legal descriptions for Infrastructure Financing Plans (IFP)
3.5.5. Fiscal impact analysis
3.5.6. Tax Increment Financing Resolutions of Formation
3.5.7. CEQA documentation forreview and revision by City Attorney / legal counsel (anticipating a notice of exemption)
Task 3.6 3.6.1. Public Draft District Formation Plan and/or IFP
3.6.2. Public Draft Tax Increment Financing Plan and District Formation
3.6.3. Public Draft Notice of Intent for Formation of TIF district
3.6.4. Public Draft Map and Legal description
3.6.5. Public Notices
3.6.6. Staff Reportfor Public Hearing
3.6.7. Public Hearing Presentation
Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
Attendance will be either in-person or virtual based on consultation with City staff. Consultant is responsible for developing the staff report content and associated presentation materials in consultation with City staff.
Task 4.1 Deliverables
4.1.1. Tax Increment Financing Plan and District Formation
4.1.2. Staff report content and associated presentation materials TASK 4 SUMMARY OF DELIVERABLES
TASK 5: Tax Increment Financing Plan and District Formation Task 5.1 Tax Increment Financing Plan and District Formation Following the approval of the Tax Increment Financing Plan and District Formation by the deliberative body (if approved), the Consultant will adjust and update the final document based on any comments received. The final document will be sent to both the jurisdiction and SCAG upon completion, along with the summary of comments and final metrics collected from the project as described in Task 1.6.
Task 5.1 Deliverables
5.1.1 Final Approved Tax Increment Financing Plan and District Formation (e.g., with any amendments and revisions made during City Council deliberation included)
TASK 5 SUMMARY OF DELIVERABLES
24 7. SCOPE OF SERVICES CONTINUED:
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Task 4.1 4.1.1. Tax Increment Financing Plan and District Formation
4.1.2. Staff report content and associated presentation materials Task 5 5.1.1. Final Approved Tax Increment Financing Plan and District Formation (e.g., with any amendments and revisions made during City Council deliberation included, subject to approval)
Item Number: 9.
Please see Attachment 3 included herein.
11. NON-COLLUSION AFFIDAVIT
Consultant Team is ready to begin immediately in August 2025, and we are proposing the outline below of tasks in an overlapping fashion, consistent with Kosmont’s approach in over 20 successful EIFD formations across the State. This timeline seeks to meet the timing needs of the SCAG REAP 2.0 grant program, not relying on a schedule extension potentially available with recent State legislation.
25 8. PROJECT SCHEDULE
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES 2025 2026
TASKS Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
1 Project Management X X X X X X X X X X X
2.1 Outreach and Engagement Plan X X X
2.2 Stakeholder List X X X
2.3 Outreach Events and Summary X X X X
3.1 Project Area Assessment X X X
3.2 Proposed Infrastructure Projects X X X
3.3 Feasibility and Fiscal Impact Analysis X X X
3.4 Public Financing Authority (PFA) Board X X
3.5 First Draft District Formation Materials (For Staff Review) X X
3.6 Second Draft District Formation Materials (For Public Review) X X
4.1 Public Hearings and Adoption X X X X
5.1 Tax Increment Financing Plan and District Formation X Kosmont has had no agreement failure, civil or criminal litigation or investigations pending or in the last five (5) years.
AA certifies that neither the firm nor any officer of the firm has any prior or ongoing agreement failures, nor any civil or criminal litigation or investigations pending, involving the proposer or in which the proposer has been judged guilty or liable within the past five (5) years.
BCF has been providing professional services for more than 67 years. We have a solid reputation and work to be our client’s trusted advisor. There are no litigation in connection with prior projects over the last several decades that have affected our firm’s ability to provide excellent service to municipalities and public agencies in the Central Valley and throughout the Western U.S.
9. DISCLOSURES
Please see Attachment 2 included herein.
10. ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS
Item Number: 9.
Attachment 2 — Insurance Requirements Acknowledgement
"The undersigned hereby acknowledges that they have reviewed the insurance requirements set forth in the Request for Proposals for the Downtown Infill Tax Increment Financing Program for Housing Supportive Infrastructure Project and confirms that they will provide the required insurance certificates and endorsements upon award of contract.
Name of Firm: ___________________________________
Authorized Representative: ___________________________________ Signature: ___________________________________
Date: ___________________________________
Kosmont & Associates, Inc., dba Kosmont Companies
Larry J Kosmont
July 2, 2025
Item Number: 9.
Attachment 3 — Non-Collusion Affidavit
"I, ___________________________________, being first duly sworn, depose and say that I am the (Title) ___________________________________ of (Firm Name) ___________________________________, the party making the foregoing proposal, that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from proposing; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any other proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract or anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted their proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, to effectuate a collusive or sham proposal, and has not paid, and will not pay, any person or entity for such purpose.
Executed under penalty of perjury under the laws of the State of California.
Name of Firm: ___________________________________
Authorized Representative: ___________________________________ Signature: ___________________________________
Date: ___________________________________
Larry J Kosmont
Kosmont & Associates, Inc., dba Kosmont Companies
Chairman & CEO
Kosmont & Associates, Inc., dba Kosmont Companies
Chairman & CEO
July 2, 2025
Item Number: 9.
APPENDIX
- TEAM RESUMES
- CONTRACT EXCEPTIONS
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
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CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Mr. Ken K. Hira serves as President for Kosmont Companies. An expert in real estate and economic development, Mr. Hira brings over 30 years of varied experience in virtually every aspect of acquisition, entitlement, development, financing, asset management, disposition, downtown revitalization, and strategic plans. His strengths include a keen understanding of retail trends, business retention/attraction, negotiating public-private transactions and implementing blended-use projects that revitalize communities and assist in economic development/tax generation programs.
A former Executive Vice President and mixed-use developer, Mr. Hira managed a portfolio of over $100 million of retail sites, while operating the commercial division of the company. Prior to this, as Managing Director of Acquisitions for a development company and Vice President of Development at a development firm, he evaluated and underwrote hundreds of acres of land, successfully captured and negotiated anchor tenant commitments creating $60 million of value in ground-up development and redevelopment and was responsible for 800,000 square feet of retail entitlement, design and development. As Vice President of a shopping center company based in San Diego (6 years), Mr. Hira entitled one million square feet of retail development projects, as well as led the acquisition of 24 neighborhood and community shopping centers, totaling 3.3 million square feet and valued at $375 million, and organized a $287 million recapitalization.
LICENSES/AFFILIATIONS: Mr. Hira is an active ICSC volunteer leader. He was nominated and served as the Co-Chair of the ICSC Community Advancement Board, nationally advocating public-private partnerships, while previously serving as the ICSC Western Division P3 Retail Co-Chair, Southern California State Director, Program Committee Chair and Alliance Co-Chair. He is currently designated as a Legacy Volunteer and Chair Emeritus of Community Advancement and the proud recipient of the 2024 Lifetime ICSC Trustees’ Distinguished Service Award.
Project Role:
Principal Advisor
Years with Firm: 17+
Years of Experience: 30+
Education:
Bachelor of Economics
and Business, UCLA
Ken K. Hira President
RELEVANT EXPERIENCE: Throughout his career, Mr. Hira has managed hundreds of public and private sector consulting assignments. A few of his most recent projects are summarized below:
• City of San Rafael – Economic Development Strategic Plan and EIFD evaluation • City of Napa – EIFD implementation advisory
• City of Menifee – Market Analyses, Economic Development Advisory / Training • Confidential Client, San Jose, CA – EIFD and CFD Evaluation • Morongo Band of Mission Indians – Highest and Best Use Market Analysis • City of Desert Hot Springs – Economic Development Strategy / Advisory, Business Attraction • City of Norwalk – Economic Development Opportunities Plan, Public Private Projects, EIFD • City of Santa Cruz, CA – EIFD and Climate Resilience District (CRD) Evaluation • City of Fresno, CA – Downtown / Blackstone Bus Rapid Transit Corridor EIFD Formation • City of Indian Wells, CA – EIFD Evaluation, Public Private Projects • City of Calimesa – Market Analysis and Economic Development Advisory (ongoing) • City of Banning – Comprehensive Economic Development Strategy (CEDS) • City of El Cajon, CA – EIFD Evaluation
TEAM RESUMES
Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES RELEVANT EXPERIENCE: A few of his more recent projects are summarized below:
• County of Sonoma – EIFD Partnership Evaluation for City of Santa Rosa EIFD • City of Sebastopol - EIFD Evaluation including City and Unincorporated Sonoma County 5th Supervisorial District • County of Humboldt - Samoa Peninsula EIFD Formation
• County of Madera – EIFD Evaluation and EIFD Annual Report Preparation (three EIFDs) • County of Sacramento – Unincorporated Metro Air Park EIFD Evaluation and Formation • County of Los Angeles – EIFD Policy, Unincorporated West Carson EIFD Evaluation and Formation • City of La Verne and County of L.A. – Enhanced Infrastructure Financing District (EIFD) Formation + Debt Issuance • City of Placentia + County of Orange – County EIFD Policy, EIFD Formation and Debt Issuance, Annual Report Prep • City of Napa – EIFD Evaluation and Formation, Annual Report Preparation • City of San Rafael – EIFD evaluation
• City of Santa Cruz – EIFD and Climate Resilience District (CRD) Evaluation • City of Seaside – EIFD and Community Revitalization and Investment Authority (CRIA) Evaluation • City of Rancho Cucamonga – EIFD Evaluation and Formation, Annual Report Preparation • Southern California Associated of Governments (SCAG) – Financing District Technical Advisor • City of Fresno – Downtown / Blackstone Bus Rapid Transit Corridor EIFD Formation, Annual Report Preparation • City of San Luis Obispo – Development Agreement Negotiation, Infrastructure Financing Plan Preparation, Community Facilities District Formation and Debt Issuance • City of Brentwood – EIFD Evaluation
• City of Carson + L.A. County – EIFD Evaluation and Formation • City of Los Angeles – Downtown EIFD Evaluation, San Pedro EIFD Evaluation and Formation • City of Pittsburg – EIFD Evaluation and Formation
Project Role:
PROJECT MANAGER
Years with Firm: 14+
Years of Experience: 19+
Education:
Bachelors of Science,
Mechanical Engineering,
Massachusetts Institute
of Technology
Mr. Joseph Dieguez is a Senior Vice President with Kosmont Companies serving public and private sector clients primarily through market and economic analyses, strategic planning, and real estate development advisory. His recent work includes special / tax increment district implementation (including Enhanced Infrastructure Financing Districts and Community Revitalization and Investment Authorities), market supply and demand analysis, fiscal impact and economic benefit studies, financial feasibility and development pro forma evaluation, and property reuse strategies for municipalities, real estate investment and development firms, and multiple Fortune 500 clients.
Prior to joining Kosmont Companies, Mr. Dieguez served as a senior analyst at a real estate investment and development firm and as an analyst at a top management consulting firm, responsible for industry, market, portfolio and property-level analysis, negotiations, and transaction execution support for investment banks, private equity firms, and other financial institution clients. Joseph was previously an assistant project manager at a construction management firm, where he assisted with RFQ/P development and project implementation.
LICENSES/AFFILIATIONS: Mr. Dieguez is a licensed Real Estate Salesperson, licensed by the State of California Department of Real Estate (No. 01893926). He is also a Municipal Advisor Representative having achieved the MSRB Series 50 professional qualification and is duly registered with the SEC/MSRB.
Joseph Dieguez Sr. Vice President
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Mr. Dan Massiello is Senior Vice President of Kosmont Companies and also heads the Public Finance division of Kosmont Transactions Services, Inc. with over 25 years of professional experience both as a Municipal Advisor and an Investment Banker. Mr.
Massiello has successfully closed over 300 new money and refunding transactions totaling over $5 billion for multiple levels of local government, including redevelopment successor agencies, cities, counties, school districts and special districts. Successful transactions include obligations supported by a wide array of pledged resources and underlying assets, ranging from taxes (tax increment, general obligation, special tax, sales tax) to general fund operations (certificates of participation) to project revenues (nonprofit/conduit, public/private-partnerships (P3), utilities).
A significant portion of Mr. Massiello’s experience has involved unrated and landsecured credits, which enables Mr. Massiello to provide insight and expertise, from district formation to accessing investor capital. The ability to work in concert with the real estate professionals at Kosmont enables Mr. Massiello to incorporate underlying considerations of the real estate development into the ultimate financing vehicle, which translates into a well-structured and highly marketable financing, designed from the “ground up” to meet our client’s financing goals and objectives.
Mr. Massiello’s combination of experience in both the investment banking industry and the recently regulated Municipal Advisor industry brings a unique insight and enhanced perspective to the clients we serve. Understanding the inner workings of an investment bank and the specific demands of the investing public, in combination with the experience of working in a highly regulated environment, enable Mr. Massiello to consistently achieve successful results, while protecting their interests and assuring compliance with constantly evolving regulations.
LICENSES/AFFILIATIONS:
Mr. Massiello is a Municipal Advisor Representative having achieved the MSRB Series 50 and 54 professional qualifications and is duly registered with the U.S. Securities and Exchange Commission. He previously held Series 24, 7, and 63 securities licenses while an investment banker.
RELEVANT EXPERTISE AND EXPERIENCE:
• Numerous public financings for public infrastructure, pension obligations, and other financings in cities and other public agencies throughout California
• Numerous cities and private sector clients in cities throughout California:
Enhanced Infrastructure Financing District (EIFD), Community Facilities Districts (CFD) Evaluation and Formation, including analysis of complementary tools such as grants:
o Atwater, Beaumont, Benicia, County of Imperial, Escondido, Grand Terrace, La Verne, Placentia, Redondo Beach, Rialto, San Jacinto, San Jose, San Luis Obispo
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Project Role:
Public Finance / Bonding
Capacity Expertise
Years with Firm: 12+
Years of Experience: 25+
Education:
- B.S. in Management/
Finance, State University
of New York-Binghamton
Dan Massiello Municipal Finance Expert / SVP
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KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Mr. Fernando Sanchez is a Vice President with Kosmont Companies assisting public and private sector clients with market and economic analyses, strategic planning, and real estate development advisory. His recent work includes market supply and demand analysis, prioritization of strategic opportunity sites for retail and future development, analysis of potential development uses, and geospatial analysis of boundaries and funding and financing feasibility studies of new infrastructure financing districts, including Enhanced Infrastructure Financing Districts (EIFDs).
Prior to joining Kosmont Companies, Mr. Sanchez also worked as an Analyst for Entertainment and Culture Advisors, a Los Angeles-based economic consulting firm specializing in the entertainment and attractions industry. Other previous experience includes working as an Analyst and Project Manager for JDT International Inc., a residential real estate developer in Philadelphia, and working as a Transportation Planner with the City of Philadelphia Mayor’s Office of Transportation and Utilities.
LICENSES/AFFILIATIONS:
Mr. Sanchez is a member of the American Planning Association and the Urban Land Institute. He also serves as the Treasurer of the Princeton Club of Southern California.
LANGUAGES:
Mr. Sanchez is fluent in English and Spanish.
RELEVANT EXPERIENCE:
A few of his more recent projects are summarized below:
• County of Sonoma – EIFD Partnership Evaluation for City of Santa Rosa EIFD • City of Sebastopol - EIFD Evaluation including City and Unincorporated Sonoma County 5th Supervisorial District • City of Napa (EIFD Evaluation and Formation; General Fund Fiscal Impact Analysis) • City of Brentwood (Enhanced Infrastructure Financing District (“EIFD”) Evaluation; Contra Costa County General Fund Fiscal Impact Analysis)
• City of St. Helena (Highest and Best Use Analysis; Asset Strategy; Downtown Revitalization) • City of Seaside (EIFD and CRIA Evaluation)
• City of Watsonville (EIFD Evaluation)
• City of Riverside – EIFD and CRIA Evaluation
• City of Ontario (EIFD Evaluation)
• City of Agoura Hills (Agoura Village Specific Plan Feasibility Analysis) • City of Norwalk (Economic Development Opportunities Plan) • City of Thousand Oaks (Economic Development Specific Plan) Project Role:
GIS/Mapping, Fiscal Impact
Analysis
Years with Firm: 10+
Years of Experience: 10+
Education:
- Master of City Planning,
Univ. of Pennsylvania,
(focus: public and private
real estate development)
- Bachelor of Arts,
Princeton University
Fernando Sanchez Vice President
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KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES LICENSES/AFFILIATIONS:
Ms. Ontiveros is a Municipal Advisor Representative having achieved the MSRB Series 50 professional qualification and a Real Estate Salesperson licensed by the State of California Department of Real Estate (CA DRE# 02213331).
RELEVANT EXPERIENCE:
A few of her more recent projects are summarized below:
• City of Napa EIFD Evaluation and Formation
• City of Mount Shasta + County + Siskiyou EIFD Evaluation • City of Fairfield EIFD Evaluation
• City of Fresno EIFD Evaluation and Formation
• City of Rancho Cucamonga EIFD Evaluation
• City of Sanger EIFD Formation
• County of Madera EIFD implementation and annual reporting, EIFD base year and tax increment audit
• City of Placentia and County of Orange EIFD implementation and annual reporting • Menlo Park Fire Protection District – Tax Increment Projections • City of Torrance – Tax Increment Projections
• City of Thousand Oaks – Tax Increment Projections
• City of Roseville – Tax Increment Projections
• City of Clovis – Annual Annexation Review and County Fire Transition Fee Calculations
• City of San Rafael – EIFD evaluation
• City of Los Angeles – Downtown EIFD Evaluation, San Pedro EIFD Evaluation and Formation
• City of Redondo Beach + L.A. County – EIFD Evaluation and Formation Ms. Stephanie Ontiveros is a Vice President with Kosmont Companies and has extensive public agency consulting experience in economic development, redevelopment and finance. Prior to joining Kosmont, Ms. Ontiveros served as a financial consultant to over 90 cities, agencies and special districts throughout California, specializing in Property Tax and Tax Increment analysis, revenue evaluation, forecasting and budgeting. Ms. Ontiveros has conducted numerous special analysis projects for various city specific needs.
Project Role:
Parcel and Tax Analysis
Specialist
Years with Firm: 4+
Years of Experience: 25+
Education:
- Bachelor of Science,
Business Administration
– Finance, California
State University, Fresno
Stephanie Ontiveros Vice President
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KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES Ms. Adria Stauber is a Project Analyst with Kosmont Companies, working closely with senior personnel to acquire new business, conduct research for public agency clients, and provide overall project managementsupport for a variety of project types.
Ms. Stauber has a background in affordable housing finance and development, urban design for community betterment, and transportation program management. She has facilitated public-private partnership building and worked alongside stakeholders from the community to county level. Most recently she worked for CTY Housing helping affordable housing developers determine the financial feasibility of potential new projects, apply for competitive funding opportunities, and manage project close outs.
Her prior experience includes CEQA report drafting at AECOM; sourcing and applying for public finance opportunities at Habitat for Humanity Greater San Francisco; and managing a mobility hubs pilot project at TransForm.
LICENSES/AFFILIATIONS:
Ms. Stauber is a LEED Green Associate and member of ULI Los Angeles.
Project Role: Mapping,
Research, and Analytical
Support
Years with Firm: 1+
Years of Experience: 5+
Education:
- M.A. in Urban Planning,
UCLA
- B.A. in Public Health, UC
Berkeley
Adria Stauber Project Analyst
RELEVANT EXPERIENCE:
A few of the recent projects she has supported is summarized below:
• City of Inglewood – General Plan Update
• City of Modesto – Highest and Best Use Analysis
• City of Mountain House – Special Tax Bonds
• City of Placentia – Measure M Road Improvement Bonds
• City of Santa Fe Springs – Special Tax Bonds
• City of Placentia – Lease Revenue Bonds
• Rancho Murietta Properties – Continuing Disclosure
• Westside Neighborhood School – Continuing Disclosure
• San Luis Ranch – Continuing Disclosure
• Aeros Corp – Industrial Development Bonds
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KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
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KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
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Item Number: 9.
KOSMONT COMPANIES
1601 N. Sepulveda Blvd., #382 I Manhattan Beach, CA 90266 I 424.297.1070 www.kosmont.com
Proposer respectfully requests the following clarificationsto the City’s Professional Services Agreement:
Section 17. INDEMNIFICATION
b. The City does not, and shall not, waive any rights that it may have against Contractor under this Section because of the acceptance by the City, or the deposit with the City, of any insurance policy or certificate required pursuant to this Agreement. The hold harmless, indemnification and duty to defend provisions of this Section shall apply regardless of whether or not said insurance policies are determined to be applicable to the claim, demand, action, damage, liability, loss, cost or expense described herein. Notwithstanding, this requirement shall apply provided there is a nexus related to the claim and the services being provided by Consultant under the contract.”
f. This Section shall survive termination or expiration of this Agreement for a period not to exceed four (4) years.
Section 44. SURVIVAL
All obligations arising prior to any termination of this Agreement and all provisions of this Agreement allocating liability between the City and Contractor shall survive any such termination for a period not to exceed four (4) years.
Proposer respectfully requests the following clarificationsto the RFP’s General Terms and Conditions:
18. CONFLICT OF INTEREST: The City requires a Statement of Economic Interest (Form 700) to be filed by any proposer who is involved in the making of decisions which may have a foreseeable material effect on any City financial interest pursuant to the City’s Conflict of Interest Code and the California Political Reform Act of 1974. • Proposer request Form 700 filing not be required.
• The prospective assignment and consulting services that Kosmont will provide will be of a relatively limited scope and duration, and advisory in nature. Kosmont will be making recommendations only, which advise the Client and jurisdictions, including their elected officials, appointed officials, and staff, which they can accept or reject. None of Kosmont's staff will act as an elected official, appointed official, or as staff, nor as serving in a "designated" position
CONTRACT EXCEPTIONS AND RFP REQUEST
CITY OF DESERT HOT SPRINGS
Downtown Infill TIF Program for Housing Supportive Infrastructure KOSMONT COMPANIES A-14
Item Number: 9.
Prepared For
CITY OF DESERT HOT SPRINGS
July 14, 2025
PROPOSAL FOR
Professional Brokerage Services
RFP# CC18-085
Prepared By
Kosmont Companies
1601 N. Sepulveda Blvd. #382
Manhattan Beach, CA 90266
(424) 297-1070
COST PROPOSAL
DOWNTOWN INFILL TAX
INCREMENT FINANCING
PROGRAM FOR HOUSING
SUPPORT INFRASTRUCTURE
Photo Credit: www.facebook.com/CityofDesertHotSprings/
Item Number: 9.
Kosmont Companies
Mailing Address: 1601 N. Sepulveda Blvd., #382 (424) 297-1070 Physical Address: 1230 Rosecrans Ave., #630 Manhattan Beach, CA 90266 www.kosmont.com Manhattan Beach, CA 90266 July 14, 2025
City of Desert Hot Springs
Attn: Daniel Porras, PE
City Hall Desert Hot Springs, 11999 Palm Drive
Desert Hot Springs, CA 92240
Re: City of Desert Hot Springs Request for Proposal Downtown Infill Tax Increment Financing Program for Housing Supportive Infrastructure
Dear Mr. Porras and City Staff:
Kosmont & Associates, Inc., doing business as Kosmont Companies (“Consultant” or “Kosmont”) in conjunction with subconsultants Arellano Associates (“AA”) and Blair, Church, and Flynn Engineers (“BCF”) (collectively referred to herein as “Kosmont Team,” “Consultant Team,” or “Consultants”) is pleased to present our Cost Proposal to the City of Desert Hot Springs (“Client” or “City”) for Tax Increment Financing (“TIF”) evaluation and implementation advisory services.
Kosmont’s Cost Proposal is separate from our primary Work Proposal. We hope the City views our Proposals as supporting the conclusion that Kosmont is exceptionally qualified and the ideal firm to deliver the requested services.
We look forward to the opportunity to assist the City and are available to discuss our Proposals at your convenience.
Sincerely,
Larry J. Kosmont, CRE® Ken K. Hira
Chairman and CEO President
COST PROPOSAL ONLY
SUBMITTED BY: KOSMONT AND ASSOCIATES, INC. DBA KOSMONT COMPANIES Principal Advisor: Mr. Ken K. Hira, President
(949) 226-0288 / [email protected]
1 Item Number: 9.
President SVP VP Analyst Principal-inCharge
Deputy
Project
Manager
Creative
Lead
Project
Coordinator
Assistant
Project
Coordinator
Project
Manager
Professional
Land
Surveyor 2
Professional
Land
Surveyor 1
Assistant
Land
Surveyor
Survey CAD/
Mapping
Tech
CAD Tech
$425 $395 $295 $195 $208 $134 $162 $82 $79 $185 $170 $160 $135 $110 $95 1 Project Management $11,500 32 2 24 6 $7,644 50 19 22 9 $0 0 $19,144
2.1 Outreach and Engagement Plan $1,180 4 2 2 $2,519 20 2 12 6 $0 0 $3,699
2.2 Stakeholder List $1,180 4 2 2 $4,353 44 2 10 20 12 $0 0 $5,533
2.3 Outreach Events and Summary $11,820 36 24 12 $21,836 202 18 42 12 72 58 $0 0 $33,656
3.1 Project Area Assessment $14,125 47 2 15 15 15 $0 0 $0 0 $14,125
3.2 Proposed Infrastructure Projects $9,700 32 2 10 10 10 $0 0 $0 0 $9,700
3.3 Feasibility and Fiscal Impact Analysis $15,010 50 2 16 16 16 $0 0 $0 0 $15,010
3.4 Public Financing Authority (PFA) Board $11,470 38 2 12 12 12 $0 0 $0 0 $11,470
3.5 First Draft District Formation Materials (For Staff Review) $15,010 50 2 16 16 16 $0 0 $36,830 281 7 7 7 200 35 25 $51,840
3.6 Second Draft District Formation Materials (For Public Review) $5,310 18 6 6 6 $0 0 $3,160 25 1 1 1 12 5 5 $8,470
4.1 Public Hearings and Adoption $18,550 62 2 20 20 20 $0 0 $0 0 $18,550
5.1 Tax Increment Financing Plan and District Formation $2,655 9 3 3 3 $0 0 $0 0 $2,655 $117,510 382 14 150 98 120 $36,351 316 41 86 12 107 70 $39,990 306 8 8 8 212 40 30 $193,851 Reimbursable Expenses $1,500 $4,400 $0 $5,900
TOTAL $119,010 $40,751 $39,990 $199,751
Services will be invoiced monthly at Consultant’s standard billing Page 2 rates as shown above.
BLAIR CHURCH & FLYNN
TASKS
Estimated
Cost
Estimated
Hours
GRAND
TOTAL Estimated
Cost
Estimated
Hours
Estimated
Cost
Estimated
Hours
Note: Duties and budget may be allocated between tasks and team members as deemed appropriate by Kosmont's Project Manager in order to adequately provide services to the Client and stay within budget. If needed, additional team members may be assigned to work on this project in a support or research role.
Kosmont Team Fee Schedule
City of Desert Hot Springs Downtown Infill Tax Increment Financing Program for Housing Supportive Infrastructure
Budget for Professional Services (Hourly)
KOSMONT COMPANIES Arellano Associates
Item Number: 9.
SR-25-198
City of Desert Hot Springs
City Council
AGENDA ITEM REPORT
To: City Council
Date: September 2, 2025
Department: Public Works
Prepared by: Raul Arauz, Associate Engineer
Subject: Award of Contract – Pye-Barker Fire and Safety for Low Voltage of PD Annex Building Project 8003
RECOMMENDATION:
Authorize the City Manager to execute a Professional Services Agreement with Pye-Barker Fire and Safety for the design and installation of low voltage fire, alarm, surveillance, and security system and information technology improvements for the Police Department Annex Building Project in the amount not to exceed $ 489,459.69
BACKGROUND:
In 2022, a Public Safety Bond was issued in the amount of $15,000,000.00. The bond proceeds were to be allocated for various public facilities:
The Carl May Center Tenant Improvements. Completed on March 27, 2023. The Police Station Tenant Improvements. Completed on May 2, 2024. Fire Station 98. Currently in the closeout phase and expected to be completed by late summer/early fall of 2025.
PD Annex Building. Currently under construction.
On December 12, 2024, the City Council approved Staff’s Recommendation to award the construction agreement for the Police Department Annex Building Project 8003, to the lowest responsive qualified bidder, Perera Construction and Design Inc.; and “Authorize the City Manager” to draft and execute the construction agreement for the Police Department Annex Building Project 8003, with Perera Construction and Design Inc, in an amount not to exceed $6,049,000.00, with a 10% contingency of $604,900.00 bringing the total amount to $6,653,900.00. And approve a total project budget in an amount of $7,263,900 for additional project expenses for the costs of construction management, furniture, finishing's, and equipment.
DISCUSSION:
Staff reviewed the new PD Annex Building requirements for low voltage, access control, camera refresh, and information technology. Staff determined that Pye-Barker Fire and Safety (Pye-Barker) met all those specific requirements as the highest qualified provider.
Item Number: 10.
SR-25-198
During the review, Staff determined that Pye-Barker also met the qualifications for awarding a Professional Services Agreement without the requirement of a Request for Proposal (RFP), as defined in the Desert Hot Springs Municipal Code 3.44.180A. "The selection of professional services is to be based on demonstrated competence and professional qualifications necessary for satisfactory performance of services required, as so determined by the Department Head. The emphasis for selection is therefore based upon qualifications, rather than the lowest price." PyeBarker met these qualifications by proving the highest qualified services based on the following:
Pye-Barker is the current security system and monitoring provider for all the City’s properties.
The previous provider did not meet the City demands for higher quality security standards. Pye-Barker has worked with City Staff during the planning, construction and implementation of the technology systems for the New City Hall Project. Familiarity between City Staff and PyeBarker’s personnel is key for the success of this or any future projects. Pye-Barker was selected as the most qualified firm for low voltage and technology design and installation for the New City Hall Project:
o Designed and Installed all network, alarm, surveillance, Audio/Video wiring. o Designed and installed the life safety system including alarm system sensors, 30+ indoor/outdoor surveillance cameras, panic alarms, electronic door/gate access control systems.
o Exceeded all technology standards as requested by City Pye-Barker installed Milestone Video Management System to manage all the City Hall surveillance cameras:
o Milestone is the highest quality and is used by law enforcement world-wide. o Pye-Barker is the only Milestone dealer in the Coachella Valley and within a 50-mile radius.
Pye-Barker installed Isonas door/gate access control system at City Hall, the Finance Department Building, and Code/Cannabis Compliance Building:
o Isonas access control system is one of the highest state-of-the-art systems o There is no other known Isonas dealer in the Coachella Valley. The City has an annual maintenance contract with Pye-Barker to support and maintain the technology and life safety systems monthly, quarterly, bi-annually, and annually. The City plans to maintain consistent high level of security and access control systems throughout at all facilities.
If approved, this professional service agreement will include design and installation of low voltage, access control, camera surveillance, camera refresh, and information technology improvements for the new dispatch center.
This scope of work will mirror the scope of work completed by Pye-Barker for the New City Hall Project.
FISCAL IMPACT:
Item Number: 10.
SR-25-198
The Police Department Annex Building approved construction budget of $7,263,900.00 included an estimated amount of $200,000 for Low Voltage. The Professional Services Agreement with PyeBarker Fire and Safety is for a total amount of $489,459.69, therefore the overall project budget will need to be increased by an amount of $289,459.69 to cover the difference. The increase in funds will come from a combination of any remaining Public Safety Funds and DIF Law Enforcement Funds, at the discretion of the Administrative Services Director.
STRATEGIC ALIGNMENT:
This initiative supports the following goals of the City's Strategic Plan:
Goal 4: Public Safety - Staffing and Community Policing Enhance the quality of life for our residents and staff by establishing appropriate law enforcement staffing levels and implementing community policing initiatives.
Goal 5: Public Safety – Quality of Life
Balance the needs of the unhoused with the quality-of-life needs and concerns of the broader community.
ATTACHMENTS:
1) Desert Hot Springs PD Annex Low Voltage and Perimeter Exhibit 1 - PSA - PW26-025 FIRE PROTECTION SERVICES
Item Number: 10.
PROPOSAL
DHSPD Annex Building and Perimeter
City of Desert Hot Springs
65950 Pierson Blvd
Desert Hot Springs, CA 92240
Presented By:
Fire Protection Service Corp. dba Pye Barker
Revision:
6/24/2025
1 http://www.pyebarkerfs.com/
75130 St. Charles Place
Palm Desert, CA 92211 United States
760-341-3593
http://www.pyebarkerfs.com/
Modified:
Duane Vasquez
Email Address: [email protected] Project Number: PBPD -0002560
Item Number: 10.
SCOPE OF WORK
The City of Desert Hot Springs Police Department will be constructing a new Annex Building. The Police Department wish to add technology components designed to enhance productivity with displays, wireless networking, and touch-capacitive computers, increase the safety of the public and staff with the use of panic buttons, and audible announcement speakers and sirens, fortify the security of the building with video surveillance and multi-factor access control doors.
To that end, Pye Barker will provide the following products and services:
· Install network and phone jacks in offices, cubicles, gathering areas, and other required locations
· Install and configure wireless network access points as shown in the plan · Install panic buttons and audible sirens in locations as shown in the plan · Install surveillance cameras and viewing displays as shown in the plan · Install access control devices including readers and electric strikes as shown in the plan · Install video presentation displays and conferencing systems as shown in the plan · Static cameras are located around the perimeter of the campus as shown on the plan. · Sliding gate operators will allow for authorized vehicles to enter and exit the campus through the use of remote controls and keypad pin codes.
NOTES:
1) The proposal price encompasses all necessary project management, design/engineering, parts, and labor to successfully carry out the specified scope of work. Any alterations to the scope of work may result in additional charges for parts and labor. 2) Additional labor charges may be incurred if troubleshooting of the existing wiring or devices is necessary.
3) We have made considerable efforts to provide an accurate proposal. However, unforeseen issues may arise that were not identified at the time of the proposal. Should this occur, we will promptly inform you of any necessary delays and/or change orders that may be required. 4) Any conduit work not specified in the scope of work is specifically excluded. Drilling through steel beams or steel door/window frames is specifically excluded. Any request or requirement for this work may result in a change order for additional parts and labor.
Fire Protection Service Corp. dba Pye Barker
Item Number: 10.
Tariff Notice:
This proposal does not account for any escalation or price protection associated with the proposed new tariffs that may impact both foreign and domestic products. Any changes to material costs resulting directly or indirectly from these tariffs will be communicated to the customer and may lead to additional charges, scope of work changes, and equipment changes.
This quote is valid for 15 days.
Fire Protection Service Corp. dba Pye Barker
Item Number: 10.
1 Lobby
Network
Aruba AP-505 Wireless Access Point $557.82 *
AP-505 Campus Wireless Access Point
1 AMS Data Wire $136.90
Includes Cat6 wire, ring, plate, and accessories.
2 Network Total $694.72
Surveillance
Axis Communications 01518-001 $757.53 *
M3206-LVE 4MP IR H.265 Outdoor Dome IP Security Camera
1 AMS Camera Pre Wire $61.97
Includes Cat6 wire, ring, plate, and accessories.
1 Surveillance Total $819.50
1 Lobby Total $1,514.22
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
1 Lobby: Field Operations Door
Access Control
Isonas Wall Mount Reader-Controller (125kHz, BLE) $1,419.50 * Wall Mount Reader-Controller (125kHz, BLE)
1 Provides power from Isonas reader to door strike
1 Isonas 10 ft. Power I/O Pigtail
GRI FV94-1 $14.67
3/8 Press to fit recess Contact & Magnet
1 Wall Mount Reader Prewire $45.71
Includes wire, rings plates and accessories
1 Electric Strike Prewire $151.68
Includes wire, rings plates and accessories
1 Access Control Total $1,631.56
1 Lobby: Field Operations Door Total $1,631.56
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
1 Lobby: Investigations Door
Access Control
Isonas Wall Mount Reader-Controller (125kHz, BLE) $1,365.03 * Wall Mount Reader-Controller (125kHz, BLE)
1 Provides power from Isonas reader to door strike
1 Isonas 10 ft. Power I/O Pigtail
GRI FV94-1 $14.67
3/8 Press to fit recess Contact & Magnet
1 Wall Mount Reader Prewire $45.71
Includes wire, rings plates and accessories
1 Electric Strike Prewire $151.68
Includes wire, rings plates and accessories
1 Access Control Total $1,577.09
1 Lobby: Investigations Door Total $1,577.09
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
1 Lobby: Main Entrance Door
Access Control
Isonas Wall Mount Reader-Controller (125kHz, BLE) $1,365.03 * Wall Mount Reader-Controller (125kHz, BLE)
1 Provides power from Isonas reader to door strike
1 Isonas 10 ft. Power I/O Pigtail
GRI FV94-1 $14.67
3/8 Press to fit recess Contact & Magnet
1 Wall Mount Reader Prewire $45.71
Includes wire, rings plates and accessories
1 Electric Strike Prewire $151.68
Includes wire, rings plates and accessories
1 Access Control Total $1,577.09
1 Lobby: Main Entrance Door Total $1,577.09
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
4 Investigations
Network
Aruba AP-505 Wireless Access Point $1,115.64 *
AP-505 Campus Wireless Access Point
2 AMS Data Wire $136.90
Includes Cat6 wire, ring, plate, and accessories.
2 AMS Data/Phone Pre Wire $110.82
Includes (2) Cat6 wire, ring, plate, and accessories.
1 Network Total $1,363.36
Security
Honeywell Security 6160RF $325.44
Custom alpha integrated keypad, receiver
1 Safety Technology International (STI) CP-SS43-EN $955.74 Stopper Station 3-Pack, Blue
3 Panic Button Prewire $92.94
Includes wire, rings, plates and accessories
3 Security Keypad Prewire $30.98
Includes wire, rings, plates and accessories
1 Security Total $1,405.10
4 Investigations Total $2,768.46
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
4 Investigations: Exterior Door
Access Control
Aiphone IX-DVM $1,659.87
Mullion Mount IP Video Door Station for the IX Series
1 Isonas Wall Mount Reader-Controller (125kHz, BLE) $1,370.68 * Wall Mount Reader-Controller (125kHz, BLE)
1 Provides power from Isonas reader to door strike
1 Isonas 10 ft. Power I/O Pigtail
GRI FV94-1 $14.67
3/8 Press to fit recess Contact & Magnet
1 Video Door Station Prewire $45.00
Includes wire, rings, plates and accessories
1 Wall Mount Reader Prewire $45.71
Includes wire, rings plates and accessories
1 Electric Strike Prewire $151.68
Includes wire, rings plates and accessories
1 Access Control Total $3,287.61
4 Investigations: Exterior Door Total $3,287.61
4 Investigations: Cubicles (8)
Network
AMS Data/Phone Pre Wire $1,162.70
Includes (2) Cat6 wire, ring, plate, and accessories.
10 Network Total $1,162.70
4 Investigations: Cubicles (8) Total $1,162.70
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
4 Investigations: Copier
Network
AMS Data/Phone Pre Wire $116.27
Includes (2) Cat6 wire, ring, plate, and accessories.
1 Network Total $116.27
4 Investigations: Copier Total $116.27
5 Reception
Network
AMS Data/Phone Pre Wire $348.81
Includes (2) Cat6 wire, ring, plate, and accessories.
3 Network Total $348.81
Surveillance
Axis Communications M3077-PLVE $1,399.38 *
6 MP outdoor-ready dome with 360° panoramic view and audio capture 1 AMS Camera Pre Wire $61.97
Includes Cat6 wire, ring, plate, and accessories.
1 Surveillance Total $1,461.35
Security
Honeywell Security 5802WXT $97.44
One-button Wireless Personal Panic Transmitter
1 Security Total $97.44
5 Reception Total $1,907.60
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
6 Interview #1
Network
AMS Data/Phone Pre Wire $116.27
Includes (2) Cat6 wire, ring, plate, and accessories.
1 Network Total $116.27
Surveillance
Axis Communications 02999-001 $1,312.16
Axis F9114-R Mk II Main Unit
1 Axis Communications 02364-001 $686.42
F4105-LRE Dome Sensor
1 Axis Communications 02249-001 $119.46
2nd generation: Indoor and outdoor rated cable for AXIS F Series modular cameras
1 Axis Communications T8351 MK II $187.78
T8351 MK II Microphone 3.5mm Omni-Directional, Dust-and-Water-proof Casing 1 AMS Camera Pre Wire $43.98
Includes Cat6 wire, ring, plate, and accessories.
1 Surveillance Total $2,349.80
Security
Honeywell Security 5802WXT $97.44
One-button Wireless Personal Panic Transmitter
1 Security Total $97.44
6 Interview #1 Total $2,563.51
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
Interview #2
Network
AMS Data/Phone Pre Wire $116.27
Includes (2) Cat6 wire, ring, plate, and accessories.
1 Network Total $116.27
Surveillance
Axis Communications 02999-001 $1,312.16
Axis F9114-R Mk II Main Unit
1 Axis Communications 02364-001 $686.42
F4105-LRE Dome Sensor
1 Axis Communications 02249-001 $119.46
2nd generation: Indoor and outdoor rated cable for AXIS F Series modular cameras
1 Axis Communications T8351 MK II $187.78
T8351 MK II Microphone 3.5mm Omni-Directional, Dust-and-Water-proof Casing 1 AMS Camera Pre Wire $43.98
Includes Cat6 wire, ring, plate, and accessories.
1 Surveillance Total $2,349.80
Security
Honeywell Security 5802WXT $97.44
One-button Wireless Personal Panic Transmitter
1 Security Total $97.44
Interview #2 Total $2,563.51
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
7 Office 1
Audio/Video
LG Commercial 55US340C $1,146.00
55” 4K UHD Commercial Display
1 Strong SM-RAZOR-ART2-L $778.12
Razor Dual-Arm Articulating Mount 37"-70" Displays
1 Audio/Video Total $1,924.12
Power Management
WattBox WB-200VB-CE-6 $188.36
Power Conditioner with Coax and Ethernet Protection | 6 Outlets 1 Power Management Total $188.36
Wiring
AMS Data/Phone Pre Wire $116.27
Includes (2) Cat6 wire, ring, plate, and accessories.
1 TV Prewire With Backbox $240.87
Includes wire, rings plates, 8 x 14" metal backbox and accessories 1 Wiring Total $357.14
7 Office 1 Total $2,469.62
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
8 Office 2
Audio/Video
LG Commercial 55US340C $1,146.00
55” 4K UHD Commercial Display
1 Strong SM-RAZOR-ART2-L $778.12
Razor Dual-Arm Articulating Mount 37"-70" Displays
1 Audio/Video Total $1,924.12
Power Management
WattBox WB-200VB-CE-6 $188.36
Power Conditioner with Coax and Ethernet Protection | 6 Outlets 1 Power Management Total $188.36
Wiring
AMS Data/Phone Pre Wire $116.27
Includes (2) Cat6 wire, ring, plate, and accessories.
1 TV Prewire With Backbox $240.87
Includes wire, rings plates, 8 x 14" metal backbox and accessories 1 Wiring Total $357.14
8 Office 2 Total $2,469.62
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
9 Office 3
Audio/Video
LG Commercial 55US340C $1,146.00
55” 4K UHD Commercial Display
1 Strong SM-RAZOR-ART2-L $778.12
Razor Dual-Arm Articulating Mount 37"-70" Displays
1 Audio/Video Total $1,924.12
Power Management
WattBox WB-200VB-CE-6 $188.36
Power Conditioner with Coax and Ethernet Protection | 6 Outlets 1 Power Management Total $188.36
Wiring
AMS Data/Phone Pre Wire $116.27
Includes (2) Cat6 wire, ring, plate, and accessories.
1 TV Prewire With Backbox $240.87
Includes wire, rings plates, 8 x 14" metal backbox and accessories 1 Wiring Total $357.14
9 Office 3 Total $2,469.62
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
10 Office 4
Audio/Video
LG Commercial 55US340C $1,146.00
55” 4K UHD Commercial Display
1 Strong SM-RAZOR-ART2-L $778.12
Razor Dual-Arm Articulating Mount 37"-70" Displays
1 Audio/Video Total $1,924.12
Power Management
WattBox WB-200VB-CE-6 $188.36
Power Conditioner with Coax and Ethernet Protection | 6 Outlets 1 Power Management Total $188.36
Wiring
AMS Data/Phone Pre Wire $116.27
Includes (2) Cat6 wire, ring, plate, and accessories.
1 TV Prewire With Backbox $240.87
Includes wire, rings plates, 8 x 14" metal backbox and accessories 1 Wiring Total $357.14
10 Office 4 Total $2,469.62
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
11 Break Room
Audio/Video
LG Commercial 55US340C $1,146.00
55” 4K UHD Commercial Display
1 Strong SM-RAZOR-ART2-L $778.12
Razor Dual-Arm Articulating Mount 37"-70" Displays
1 Audio/Video Total $1,924.12
Power Management
WattBox WB-200VB-CE-6 $188.36
Power Conditioner with Coax and Ethernet Protection | 6 Outlets 1 Power Management Total $188.36
Wiring
TV Prewire With Backbox $240.87
Includes wire, rings plates, 8 x 14" metal backbox and accessories 1 Wiring Total $240.87
11 Break Room Total $2,353.35
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
12 Office 5
Audio/Video
LG Commercial 55US340C $1,146.00
55” 4K UHD Commercial Display
1 Strong SM-RAZOR-ART2-L $778.12
Razor Dual-Arm Articulating Mount 37"-70" Displays
1 Audio/Video Total $1,924.12
Power Management
WattBox WB-200VB-CE-6 $188.36
Power Conditioner with Coax and Ethernet Protection | 6 Outlets 1 Power Management Total $188.36
Wiring
AMS Data/Phone Pre Wire $116.27
Includes (2) Cat6 wire, ring, plate, and accessories.
1 TV Prewire With Backbox $240.87
Includes wire, rings plates, 8 x 14" metal backbox and accessories 1 Wiring Total $357.14
12 Office 5 Total $2,469.62
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
13 Office 6
Audio/Video
LG Commercial 55US340C $1,146.00
55” 4K UHD Commercial Display
1 Strong SM-RAZOR-ART2-L $778.12
Razor Dual-Arm Articulating Mount 37"-70" Displays
1 Audio/Video Total $1,924.12
Power Management
WattBox WB-200VB-CE-6 $188.36
Power Conditioner with Coax and Ethernet Protection | 6 Outlets 1 Power Management Total $188.36
Wiring
AMS Data/Phone Pre Wire $116.27
Includes (2) Cat6 wire, ring, plate, and accessories.
1 TV Prewire With Backbox $240.87
Includes wire, rings plates, 8 x 14" metal backbox and accessories 1 Wiring Total $357.14
13 Office 6 Total $2,469.62
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
14 Hallway
Network
Aruba AP-505 Wireless Access Point $557.82 *
AP-505 Campus Wireless Access Point
1 AMS Data Wire $68.45
Includes Cat6 wire, ring, plate, and accessories.
1 Network Total $626.27
Security
Safety Technology International (STI) CP-SS43-EN $318.58 Stopper Station 3-Pack, Blue
1 Safety Technology International (STI) STI-SA5600-B $108.54 Select-alert siren/strobe - rectangle, blue
1 Panic Button Prewire $30.98
Includes wire, rings, plates and accessories
1 Siren Strobe Prewire $30.98
Includes wire, rings, plates, and accessories
1 Security Total $489.08
14 Hallway Total $1,115.35
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
16 Men's Locker Room
Security
Safety Technology International (STI) CP-SS43-EN $318.58 Stopper Station 3-Pack, Blue
1 Safety Technology International (STI) STI-SA5600-B $108.54 Select-alert siren/strobe - rectangle, blue
1 Panic Button Prewire $30.98
Includes wire, rings, plates and accessories
1 Siren Strobe Prewire $30.98
Includes wire, rings, plates, and accessories
1 Security Total $489.08
16 Men's Locker Room Total $489.08
20 Women's Locker Room
Security
Safety Technology International (STI) CP-SS43-EN $318.58 Stopper Station 3-Pack, Blue
1 Safety Technology International (STI) STI-SA5600-B $108.54 Select-alert siren/strobe - rectangle, blue
1 Panic Button Prewire $30.98
Includes wire, rings, plates and accessories
1 Siren Strobe Prewire $30.98
Includes wire, rings, plates, and accessories
1 Security Total $489.08
20 Women's Locker Room Total $489.08
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
25 Vestibule
Surveillance
Axis Communications 01518-001 $757.53 *
M3206-LVE 4MP IR H.265 Outdoor Dome IP Security Camera
1 AMS Camera Pre Wire $61.97
Includes Cat6 wire, ring, plate, and accessories.
1 Surveillance Total $819.50
25 Vestibule Total $819.50
25 Vestibule: Exterior Door
Access Control
Isonas Wall Mount Reader-Controller (125kHz, BLE) $1,370.68 * Wall Mount Reader-Controller (125kHz, BLE)
1 Provides power from Isonas reader to door strike
1 Isonas 10 ft. Power I/O Pigtail
GRI FV94-1 $14.67
3/8 Press to fit recess Contact & Magnet
1 Wall Mount Reader Prewire $45.71
Includes wire, rings plates and accessories
1 Electric Strike Prewire $151.68
Includes wire, rings plates and accessories
1 Access Control Total $1,582.74
25 Vestibule: Exterior Door Total $1,582.74
Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories
Item Number: 10.
26 Comm Room
Access Control
HES 1006-630 $589.97
1000 Series Electric Strike, Satin stainless steel finish 1 Provides power from Isonas reader to door strike
1 Isonas 10 ft. Power I/O Pigtail
Isonas Wall Mount Reader-Controller (125kHz, BLE) $1,370.68 * Wall Mount Reader-Controller (125kHz, BLE)
1 GRI FV94-1 $14.67
3/8 Press to fit recess Contact & Magnet
1 Wall Mount Reader Prewire $45.71
Includes wire, rings plates and accessories
1 Electric Strike Prewire $151.68
Includes wire, rings plates and accessories
1 Access Control Total $2,172.71
Network
HPE JL675-61001 $8,899.02
HPE JL675-61001 Aruba 6100 48g Class4 Poe 4sfp+ 370w Switch - Switch -48 Ports - Managed - Rack-mountable.
3 Wirepath WP-CAT6-PP-48 $4,141.65
Rack Mount 48-port RJ45 Cat 6 Patch Panel
5 Network Total $13,040.67
Audio/Video
Crestron Electronics CP4 $2,596.00
4-Series Control System
1 Crestron Electronics DMF-CI-8 $2,596.00
DigitalMedia Card Chassis for DM-NVX-C & DMCF, 8 Slots
1 Rev. 1
DHSPD Annex Building and Perimeter
Project No : PBPD -0002560 6/25/2025
* Price Includes Accessories