Agenda packet — Lakewood City Council, September 10, 2024

AGENDA

REGULAR CITY COUNCIL MEETING

COUNCIL CHAMBERS
5000 CLARK AVENUE

LAKEWOOD, CALIFORNIA
September 10, 2024
Council Member Steve Croft will be attending these meetings via teleconference, pursuant to the provisions of California Government Code Section 54953(f)(2)(A)(i), for “just cause” as set forth in Section 54953(j)(2).

ADJOURNED MEETING: 5:30 p.m.

FACILITY INFRASTRUCTURE UPGRADES AND FUNDING EXECUTIVE BOARD ROOM PROPOSED PUBLIC SAFETY JOINT POWERS AUTHORITY - It is recommended that the City Council approve an agreement to form a public safety Joint Powers Authority with the cities of Bellflower and Paramount, and authorize the Mayor to sign the agreement in a form as approved by the City Attorney.

CALL TO ORDER 7:30 p.m.

INVOCATION: Reverend Andrew Chung, Saint Pancratius Catholic Church PLEDGE OF ALLEGIANCE: Scout Troop 863
ROLL CALL: Mayor Todd Rogers
Vice Mayor Cassandra Chase
Council Member David Arellano
Council Member Steve Croft
Council Member Jeff Wood
ANNOUNCEMENTS AND PRESENTATIONS:

ROUTINE ITEMS:

All items listed within this section of the agenda are considered to be routine and will be enacted by one motion without separate discussion. Any Member of Council may request an item be removed for individual discussion or further explanation. All items removed shall be considered immediately following action on the remaining items.

RI-1 MEETING MINUTES - It is recommended that the City Council approve Minutes of the Meetings held June 11, July 9, July 23, August 13, and August 27, 2024 RI-2 PERSONNEL TRANSACTIONS - It is recommended that the City Council approve report of personnel transactions.

RI-3 REGISTERS OF DEMANDS - It is recommended that the City Council approve registers of demands.

City Council Agenda
September 10, 2024

Page 2 ends

ROUTINE ITEMS: - Continued
RI-4 CITY COUNCIL COMMITTEES’ ACTIVITIES - It is recommended that the City Council receive and file the report.

RI-5 MONTHLY REPORT OF INVESTMENT TRANSACTIONS - JULY 2024 - It is recommended that the City Council receive and file the report.

RI-6 PERMIT FOR STREET CLOSURE FOR BLOCK PARTY ON AUTRY AVENUE - It is recommended that the City Council approve permit to be issued to responsible applicant authorizing temporary closure at the requested location on Saturday, September 28, 2024.

RI-7 NOTICE OF COMPLETION – FOR PUBLIC WORKS PROJECT NO. 2024-8 ASPHALT IMPROVEMENTS AT MAYFAIR PARK PARKING - It is recommended that the City Council accept the work performed by in a final contract amount of $209,391, and authorize the City Clerk to file the Notice of Completion.

RI-8 RESOLUTION NO. 2024-54 AND RESOLUTION NO. 2024-55; PERTAINING TO PARKING RESTRICTIONS AT HOLMES ELEMENTARY SCHOOL - It is recommended that the City Council adopt the proposed resolutions.

RI-9 RESOLUTION NO. 2024-56; AND RESOLUTION NO. 2024-57; PERTAINING TO REMOVAL OF DISABLED PERSON PARKING SPACES AT VARIOUS LOCATIONS - It is recommended that the City Council adopt the proposed resolutions.

RI-10AGREEMENT WITH REGIONAL GOVERNMENT SERVICES AUTHORITY FOR MANAGEMENT AND ADMINISTRATIVE SERVICES - It is recommended that the City Council approve the on-call agreement with Regional Government Services Authority and upon approval of the City Attorney as to form, authorize its execution by the Mayor on behalf of the City.

RI-11AUTHORIZE EDISON – LAKEWOOD BOULEVARD RULE 20B TRANSMISSION UNDERGROUNDING DESIGN - It is recommended that the City Council authorize the City Manager to enter into agreements with SCE in an amount not-to-exceed $1,079,415 for the design of utility undergrounding scope for transmission line relocation on the west side of Lakewood Boulevard from Del Amo Boulevard to the northern city limits under Electric Rule 20B.

RI-12EXTENSION OF MEMORANDUM OF UNDERSTANDING FOR USE OF CITY OWNED PARCEL FOR FARMERS MARKET - It is recommended that the City Council approve the extension of the Memorandum of Understanding between the Operators and the City of Lakewood for a weekly farmers market.

RI-13SPECIAL EVENT PERMIT FOR PUBLIC DISPLAY OF FIREWORKS - ARTESIA HIGH SCHOOL AND LAKEWOOD HIGH SCHOOL - It is recommended that the City Council grant a special event permit authorizing Artesia High School (September 20, 2024) and Lakewood High School (October 11, 2024) to each hold a public display of fireworks in accordance with Lakewood Municipal Code Section 3106.

RI-14 INFORMATION TECHNOLOGY SERVICES AGREEMENT - It is recommended that the City Council authorize the City Manager or his designee to extend the current professional services agreement with BreaIT Solutions for Information Technology Services through December 31, 2024.

City Council Agenda
September 10, 2024

Page 3 ends

In compliance with the Americans with Disabilities Act, if you are a qualified individual with a disability and need an accommodation to participate in the City Council meeting, please contact the City Clerk’s Office, 5050 Clark Avenue, Lakewood, CA, at 562/866-9771, ext. 2200; or at [email protected] at least 48 hours in advance to ensure that reasonable arrangements can be made to provide accessibility to the meeting.

Agenda items are on file in the Office of the City Clerk, 5050 Clark Avenue, Lakewood, and are available for public review during regular business hours. Any supplemental material distributed after the posting of the agenda will be made available for public inspection during normal business hours in the City Clerk’s Office. For your convenience, the agenda and the supporting documents are available in an alternate format by request and are also posted on the City’s website at www.lakewoodcity.org PUBLIC HEARINGS:

1.1 COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROGRAM CONSOLIDATED ANNUAL PERFORMANCE AND EVALUATION REPORT (CAPER) - It is recommended that the City Council hold a public hearing to solicit citizen comments on the City’s Consolidated Annual Performance and Evaluation Report for fiscal year July 1, 2023 through June 30, 2024, and direct staff to take into consideration all comments received and submit those comments, if any, along with the CAPER to the local HUD office.

1.2 RESOLUTION SETTING FORTH FINDINGS REQUIRED BY GOVERNMENT CODE SECTION 4217.12 REGARDING ANTICIPATED ENERGY COST SAVINGS AND OTHER

BENEFITS FROM ENTERING INTO AN ENERGY SERVICE CONTRACT FOR THE DESIGN,

PROCUREMENT AND INSTALLATION OF ENERGY EFFICIENT HVAC, LIGHTING

RETROFITS, ELECTRIC UPGRADES, ROOF REPLACEMENT AND OTHER INFRASTRUCTURE UPGRADES AT CERTAIN CITY SITES [Item will be continued to October 8, 2024]
REPORTS:

3.1 AGREEMENT AMENDMENT WITH SOUTHWEST PATROL, INC. EXTENDING DAYTIME DEPLOYMENT OF PRIVATE SECURITY PATROLS - It is recommended that the City Council approve an agreement amendment with Southwest Patrol, Inc. to extend the daytime deployment of private security guards from August 28, 2024 to October 31, 2024, and authorize the City Manager to sign the agreement in a form as approved by the City Attorney.

3.2 STATUS REPORT ON SEARCH FOR LONG-TERM LESSEE FOR THE LAKEWOOD EQUESTRIAN CENTER - It is recommended that the City Council receive and file the Status Report on Search for Long-Term Lessee for the Lakewood Equestrian Center and allow staff to return to the council with a secondary status report following staff’s advertised process for identifying a long-term lessee for the Lakewood Equestrian Center.

AGENDA

LAKEWOOD HOUSING SUCCESSOR AGENCY

1. REGISTER OF DEMANDS - It is recommended that the Housing Successor Agency approve registers of demands.

ORAL COMMUNICATIONS:

ADJOURNMENT

Upgrading Lakewood Facilities using
California’s Government Code 4217

SOUTHLAND INDUSTRIES
Southland Industries ©2022 All rights reserved.

Agenda
• Lakewood’s Challenges
• Government Code 4217 –
Possible Solution
• What Did We Do?
• Investment Grade Audit Results
• Funding the Work
• Next Steps
Southland Industries ©2022 All rights reserved.

Challenges
• Multiple facilities need critical infrastructure upgrades • Managing scheduling/equipment lead times/facility
shutdowns
• The Current Process
• State of/lack of existing designs, drawings, etc.
• Funding
Southland Industries ©2022 All rights reserved.

What Have We Done So Far?
• Preliminary Assessment • Letter of Intent • Prelim Design/Development/Investment Grade Audit (IGA) • Finalize Project Scope • Determine Funding Approach
• NEXT STEPS: • City Council Review and Approval • Final Design/Permitting • Construction Southland Industries ©2022 All rights reserved.

Possible Solution – Bundled Approach Using
Government Code 4217?
• Use a design-build approach to develop and implement capital projects • Allows bundling of projects (ex. HVAC, roofing, electrical, lighting, solar, etc.) into one contract in a turn-key approach
• One prime contractor managing the whole process; transfer risk from the City to the contractor
• Avoid the chaos of multiple contractors working directly for the City on related scopes of work; no finger-pointing
• Finance a project to avoid cost escalation due to inflation, etc.

IGA Findings – Scope Table
Site HVAC Controls Electrical Roofing Lighting
City Hall
Replace existing water-cooled chiller, cooling tower,
ice storage tanks, pumps, air-handling units (AHUs)
and associated piping with one (1) new air-cooled
chiller, new AHUs, new pumps, chemical pot feeder,
expansion tank, buffer tank, and air separator
Install new direct digital control
(DDC) system to control and
monitor HVAC equipment
Electrical work in support of
HVAC included with HVAC
scope
Complete tear off of the existing
roof and install of a new roofing
system.

Interior/Exterior LED Lighting
Upgrades, T24-compliant
Lighting Controls, Acoustic Grid
Ceiling Tile Replacement
The Centre
Replace (5) existing packaged RTUs, an upgrade of
(4) existing split systems serving the CATV Studio and
associated areas to a single VRF system, and install
(1) new RTU to serve the 2nd floor event space.

Install new direct digital control
(DDC) system to control,
monitor HVAC
Electrical work in support of
HVAC included with HVAC
scope
Complete silicone roof
restoration of the existing
roofing system.

Interior/Exterior LED Lighting
Upgrades, T24-compliant
Lighting Controls
Council Chambers - - - -
Interior LED Lighting Upgrades,
T24-compliant Lighting Controls,
Acoustic Grid Ceiling Tile
Replacement
Bloomfield Park
Replace (3) gas fired furnaces and (2) associated
cooling only condensing units with (3) new split system heat pumps. Replace (1) gas fired packaged RTU with
(1) new electric packaged heat pump
Install new direct digital control
(DDC) system to control,
monitor HVAC
Replace main electrical
switchboard, subpanels. Install
new feeders between the main
switchboard and associated
subpanels.

Complete silicone roof
restoration of the existing
roofing system.

Interior/Exterior/Parking
Lot/Court LED Lighting
Upgrades, T24-compliant
Lighting Controls
Monte Verde Park
Lodge
Replace (2) gas fired furnaces and (2) associated
cooling only condensing units with (2) new split system heat pumps. Replace (2) existing exhaust fans with (2)
new exhausts fans of equivalent size and capacity.

Install new direct digital control
(DDC) system to control,
monitor HVAC
Electrical work in support of
HVAC included with HVAC
scope
-
Interior/Exterior LED Lighting
Upgrades, T24-compliant
Lighting Controls
Southland Industries ©2022 All rights reserved.

IGA Findings – Scope Table
Site HVAC Controls Electrical Roofing Lighting
Arbor Yard
Admin Office – Replace (3) existing end-of-life
RTUs. Replace (2) existing roof mounted exhaust
fans
Print Shop - Replace (3) existing end of life
RTUs. Replace (1) existing roof mounted exhaust fan
Plumbing Office/Shop – Replace (1) existing split
system heat pump and (2) existing exhaust fans
Install new direct digital control
(DDC) system to control,
monitor HVAC
Electrical work in support of
HVAC included with HVAC
scope
Admin Office – Tear off and
demo of the existing roof at the
mechanical well and install of a
new roofing system.

Print Shop - Complete tear off
of the existing roof and install of
a new roofing system.

Interior/Exterior LED Lighting
Upgrades, T24-compliant
Lighting Controls
Biscailuz Park Replace (1) existing gas fired furnace with (1) new gas-fired furnace.

Install new direct digital control
(DDC) system to control,
monitor HVAC
Replace main electrical
switchboard, subpanels. Install
new feeders between the main
switchboard and associated
subpanels.

Complete tear off of the existing
roof and install of a new roofing
system.

Interior/Exterior LED Lighting
Upgrades, T24-compliant
Lighting Controls
San Martin Park
Building
Replace (1) existing furnace with (1) new split system
heat pump and replace (1) existing through wall A/C
unit.ௗௗReplace existing roof mounted exhaust fans
Install new direct digital control
(DDC) system to control,
monitor HVAC
Replace main electrical
switchboard, subpanels. Install
new feeders between the main
switchboard and associated
subpanels.

Complete tear off of the existing
roof and install of a new roofing
system.

Interior/Exterior/Parking
Lot/Court LED Lighting
Upgrades, T24-compliant
Lighting Controls
Burns Center -
Install new direct digital control
(DDC) system to control,
monitor HVAC
Replace main electrical
switchboard, subpanels. Install
new feeders between the main
switchboard and associated
subpanels. -
Interior/Exterior LED Lighting
Upgrades, T24-compliant
Lighting Controls
Nye Library/Mae
Boyer Park - - Replace main electrical
switchboard, subpanels. Install
new feeders between the main
switchboard and associated
subpanels. - Exterior/Parking Lot/Court LED
Lighting Upgrades, T24-
compliant Lighting Controls
Southland Industries ©2022 All rights reserved.

IGA Summarized Findings
Improvement Category Implementation
Cost ($)
Utility
Incentive
Annual Utility
Savings
(Note 1)
Annual M&O
Savings
(Note 2)
Total Annual
Savings
Expected
Service Life
(Note 3)
HVAC Upgrades $5,461,212 $6,341 $49,504 $20,000 $69,504 Chiller – 20
Furnace – 18
RTU, Heat Pump - 15
HVAC Building
Automation/Controls
Upgrades
$976,810 $5,012 $30,461 $0 $30,461 15
LED Lighting Replacement $2,476,442 $11,139 $87,278 $14,092 $100,370 15 - 20 Electrical Infrastructure
Upgrades $1,998,583 $0 $0 $0 $0 30+
Roofing Replacement $2,557,036 $0 $0 $0 $0 20
TOTAL $13,470,083 $22,492 $167,243 $34,092 $200,335
Note 1: Current annual utility savings calculated with detailed building models and technology analysis as summarized in Investment Grade Audit. Values is based on current SCE electric rates. Utility savings provide the basis for compliance with CGC4217.

Note 2: Estimate of maintenance and operations annual savings from avoided materials and repair/replacement costs from lighting and HVAC equipment.

Note 3: Based on ASHRAE 2024 Expected Life Expectancy Chart and manufacturer data. Equipment supported by Southland 2-year parts and labor warranty, and manufacturer 5+ year warranty.

Resolving Short-Term Needs vs. Long Term
Needs/Approach
• Urgent repairs arise, need immediate resolution prior to long term fixes included in the project
• Southland dispatches technicians to identify immediate need • Southland Service team and Southland Energy team collaborate; identify shortterm solution to keep the space comfortable prior to planned replacement • Priority is low-cost options to keep occupants comfortable Southland Industries ©2022 All rights reserved.

IGA Summary Table Cost & Savings
Annual Utility
Cost
Reduction
Percentage
(Note 1)
Total Utility
Cost Savings
(Note 2)
Total O&M
Cost Savings
(Note 2)
Total
Combined
Savings
Total
Implementation
Cost
20 Year Savings
33%
$4,493,909 $934,931 $5,428,840
$13,470,083
30 Year Savings $5,260,684 $1,135,094 $6,395,779
Note 1: Annual reduction based on first year annual savings of $167,243 divided by Lakewood’s current baseline cost (SCE and SoCal Gas) of $507,614.

Note 2: Utility and O&M savings projected to escalated 3% and 3.2%, respectively, annually.

IGA Findings - Turn-key Implementation Cost
Site HVAC Controls Electrical Roofing Lighting Site Total City Hall $2,562,886 $284,948 - $930,001 $860,004 $4,637,839 The Centre $1,744,888 $357,947 - $600,455 $411,924 $3,115,214 Council Chambers - - - - $243,215 $243,215
Bloomfield Park $230,071 $51,661 $454,516 $218,558 $120,795 $1,075,601 Monte Verde Park Lodge $130,624 $38,314 - - $112,869 $281,807 Arbor Yard $593,377 $80,236 - $391,211 $308,069 $1,372,893 Biscailuz Park $48,352 $20,833 $450,476 $214,139 $86,826 $820,626 San Martin Park Building $151,014 $14,220 $479,647 $202,672 $117,982 $965,535 Burns Center - $128,651 $301,545 - $120,499 $550,695
Nye Library/Mae Boyer
Park - - $312,399 - $94,259 $406,658
Totals $5,461,212 $976,810 $1,998,583 $2,557,036 $2,476,442 $13,470,083 Southland Industries ©2022 All rights reserved.

Project Schedule, Phasing, Equipment Lead Times
• Equipment lead times can be managed
• Coordinate six-month HVAC unit lead
time by fast-tracking the design of City
Hall and Centre mechanical work
• Self-fund and complete project in three
phases (each approx. 10 to 14
months), or
• Finance and complete the project in 24
months
Technology Lead Time
HVAC (chiller, AHU's, large RTU's) 5-6 months
HVAC (heat pumps, split DX units) 2 months
Controls 3 months
Lighting 2 months
Electrical 6-7 months
Roof 1 month
Ceiling Tiles 2 months
Southland Industries ©2022 All rights reserved.
3-Phase Project Schedule
• Mitigate equipment
lead times by predesigning City Hall
and Centre
• Complete entire
scope in
approximately 36-40
months
• Synchronize projects
with fiscal calendar
and CIP budgeting
schedule
Quarters
Sep-24 Dec-24 Mar-25 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 Sep-26 Dec-26 Mar-27 Jun-27 Sep-27 Dec-27 1 2 3 4 5 6 7 8 9 10 11 12 13 14
Electrical/Lighting, HVAC, Roof
Improvements
Design & Build
Arbor Yard
Biscailuz Park
Burn's Center
Monte Verde Park Lodge
Bloomfield Park
Mae Boyer/Nye Library
San Martin Park
City Hall
City Hall HVAC Design/Procure
The Centre (Supplemental RTU)
The Centre (CC Lighting)
The Centre
The Centre HVAC Design/Procure
Phase 1 Phase 2 Phase 3

ACTIVITY
Southland Industries ©2022 All rights reserved.
24-Month Project Schedule
• Secure equipment, lock down
lead times and prices.
• Realize benefits sooner
• Reduced risk/cost from inflation
and extended schedule
• Start design of City Hall and
Centre right away > mitigate
lead times
Quarters
Sep-24 Dec-24 Mar-25 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 1 2 3 4 5 6 7 8
Electrical/Lighting, HVAC, Roof
Improvements
Design & Build
Arbor Yard
Biscailuz Park
Burn's Center
Monte Verde Park Lodge
Bloomfield Park
Nye Library
San Martin Park
City Hall
City Hall HVAC Design/Procure
The Centre (Supplemental RTU)
The Centre (CC Lighting)
The Centre
The Centre HVAC Design/Procure

ACTIVITY
City and Southland are working to
ensure comfortable operations
maintained through design and
procurements of new equipment.

Phasing
NTP of
9/1/24
NTP of
8/1/2025
NTP of
8/1/2026
Phase 1 City Hall - Mechanical Engr/Design Phase 2 City Hall - Mechanical Phase 3 The Centre - Mechanical Phase 1 The Centre - Mechanical (Supplemental 10-ton unit) Phase 2 City Hall - Controls Phase 3 The Centre - Controls Phase 1 The Centre (Council Chambers) - Lighting Phase 2 City Hall - Lighting Phase 3 The Centre - Lighting Phase 1 The Centre (Council Chambers) - Ceiling Tiles Phase 2 City Hall - Ceiling Tiles Phase 3 The Centre - Roof Phase 1 Monte Verde Lodge - Mechanical Phase 2 City Hall - Roof Phase 1 Monte Verde Lodge - Controls Phase 2 The Centre - Mechanical Design Phase 1 Monte Verde Lodge - Lighting Phase 2 Bloomfield Park - Mechanical Phase 1 Arbor Yard - Mechanical Phase 2 Bloomfield Park - Controls Phase 1 Arbor Yard - Controls Phase 2 Bloomfield Park - Electrical Phase 1 Arbor Yard - Lighting Phase 2 Bloomfield Park - Lighting Phase 1 Arbor Yard - Roof Phase 2 Bloomfield Park - Roof Phase 1 Biscailuz Park - Mechanical Phase 2 Mae Boyer (Nye Library) - Electrical Phase 1 Biscailuz Park - Controls Phase 2 Mae Boyer - Lighting Phase 1 Biscailuz Park - Electrical Phase 2 San Martin Park - Mechanical Phase 1 Biscailuz Park - Lighting Phase 2 San Martin Park - Controls Phase 1 Biscailuz Park - Roof Phase 2 San Martin Park - Electrical Phase 1 Burns Community Center - Controls Phase 2 San Martin Park - Lighting Phase 1 Burns Community Center - Electrical Phase 2 San Martin Park - Roof Phase 1 Burns Community Center - Lighting
Southland Industries ©2022 All rights reserved.

Funding the Work – To Finance or Phase?
Finance Phase
Lock in current pricing, no cost
increases or change orders No interest cost or fees
Get the work done ASAP Authorize work as budget allows
Replace equipment before it can fail
Equipment can fail; emergency repair
costs to wait for eventual replacement;
emergency replacement cost may
increase 2-3x
Better pricing at volume/scale/current
costs
Costs will increase due to inflation,
rising equipment cost, labor increases,
equipment/material shortages, code
changes, etc.

Cost of interest
Southland Industries ©2022 All rights reserved.

Funding the Work – Phasing
Phases
Current Price (as
Comprehensive
Project)
Increased
Duration Costs
(Proj Mngt, Job
Site, Equip,
Storage, GC’s)
Additional Annual
Increases (Inflation of
Labor & Equipment,
Emergency Repairs,
etc.) Est. @ 15%
Annually
Total Cost
(3 Phase
Approach)
Phase 1 $3,720,912 $270,946 $3,991,858
Phase 2 $7,041,329 $492,893 $1,056,199 $8,590,421
Phase 3 $2,707,842 $270,784 $873,279 $3,851,905
Total $13,470,083 $1,034,623 $1,929,478 $16,434,185
Southland Industries ©2022 All rights reserved.

Finance RFP Results
Company Principal Amount
($)
7-Year Rate
(%)
7-Year Interest
($) 10-Year Rate
(%)
10-Year Interest
($) Prepayment Options
Bank of America $8,470,083 3.707% $1,650,898 3.762% $2,223,548 Years 1,2: N/A Years 3-6: 102% of principal balance (paid in whole)
TD $ 8,470,083 3.710% $1,652,299 3.730% $2,203,356 1% penalty, paid in whole only at any time Webster $ 8,470,083 3.740% $1,509,398 3.880% $2,130,048 Years 1,2: N/A
Years 3-4: 101% of principal balance
Year 5: 100%
JP Morgan $ 8,470,083 3.834% $1,740,514 N/A N/A Fixed rate/"make whole" funding charge or 24 months then 15 basis point (1.5%) premium to quoted Interest rate
Prime Capital $ 8,470,083 4.375% $1,985,642 4.375% $2,675,317 After first payment, City can pre-pay remaining principal and accrued interest (no penalty)
Holman Capital $ 8,470,083 4.899% $1,999,056 4.989% $2,783,919 3% of remaining principal Southland Industries ©2022 All rights reserved.

Funding the Work – Financing (7 Year Term)
Funding Amount: $8,470,083
Rate: 3.70%
Term: 7 Years
Year Due Date Payment Interest Principal
1 10/1/2026 $1,445,854 $627,972 $817,882
2 10/1/2027 $1,445,854 $283,667 $1,162,187
3 10/1/2028 $1,445,854 $240,585 $1,205,270
4 10/1/2029 $1,445,854 $195,905 $1,249,949
5 10/1/2030 $1,445,854 $149,570 $1,296,285
6 10/1/2031 $1,445,854 $101,517 $1,344,338
7 10/1/2032 $1,445,854 $51,682 $1,394,172
TOTAL $10,120,981 $1,650,898 $8,470,083
*Financing does not include $5,000,000 capital contribution/down payment Southland Industries ©2022 All rights reserved.

Funding the Work – Financing (10 Year Term)
Funding Amount: $8,470,083
Rate: 3.73%
Term: 10 Years
Year Due Date Payment Interest Principal
1 10/1/2026 $1,067,344 $631,868 $435,476
2 10/1/2027 $1,067,344 $299,691 $767,653
3 10/1/2028 $1,067,344 $271,057 $796,286
4 10/1/2029 $1,067,344 $241,356 $825,988
5 10/1/2030 $1,067,344 $210,547 $856,797
6 10/1/2031 $1,067,344 $178,588 $888,756
7 10/1/2032 $1,067,344 $145,437 $921,906
8 10/1/2033 $1,067,344 $111,050 $956,294
9 10/1/2034 $1,067,344 $75,381 $991,963
10 10/1/2035 $1,067,344 $38,380 $1,028,964
TOTAL $10,673,439 $2,203,356 $8,470,083
*Financing does not include $5,000,000 capital contribution/down payment Southland Industries ©2022 All rights reserved.

Funding the Work – Finance vs. Phasing
Financed
(7 Years @

3.70%)
Financed
(10 Years @

3.73%)
Phased
Approach
Project Cost $13,470,083 $13,470,083 $13,470,083
Buy Down Amount $5,000,000 $5,000,000 $0
Financed Amount $8,470,083 $8,470,083 $0
Interest Cost $1,650,898 $2,203,356 $0
Increased General Conditions
Cost $0 $0 $1,034,623
Inflation/Etc. Cost $0 $0 $1,929,478
Total Cost $15,120,981 $15,673,439 $16,434,185
Percentage Savings Between
Finance and Phased Approach 8% 5%
Southland Industries ©2022 All rights reserved.

Next Steps
Task Date
IGA
Kickoff Meeting, Analysis, Site Walks, Prelim Design Feb - Mar, 2024 Workshop 1: Review Project Scope and Preliminary
Design April 30, 2024
ECM Analysis, Final Pricing Apr - May 2024
Energy Analysis and IGA Mar - May 2024
Workshop 2: Present IGA Monday, June 24, 2024
Structure Project Costs & Phasing Jun - Jul, 2024
Workshop 3: Present to CIP Committee July 29, 2024
Workshop 4: Council Study Session Tuesday, September 10, 2024 Design/Build Contract Approval
Two-week Public Notification of CGC4217 Hearing Tuesday, August 28, 2024 Project Approval by City Tuesday, September 10, 2024
Execute Contract (includes proof of bonds, insurance) Sep 25 - Oct 11, 2024 Notice to Proceed Monday, October 14, 2024
Finance Contract Approval
Issue RFP Friday, August 2, 2024
Receive RFP Friday, August 16, 2024
Evaluate RFP's, Select Financier, Finalize Contract Doc's Aug 19 - Sep 13, 2024 Project Approval by City Tuesday, September 10, 2024
Execute Finance Contract, Open Escrow Sep 25 - Oct 11, 2024 Fund Escrow Account Monday, October 14, 2024
Southland Industries ©2022 All rights reserved.

IGA Findings: Savings over Time
All Sites HVAC Lighting Controls
Year Utility Savings $ O&M Savings Utility Savings $ O&M Savings Utility Savings $ O&M Savings 1 $49,504 $20,000 $87,279 $14,092 $30,461 $0
2 $50,989 $20,640 $89,897 $14,543 $31,375 $0
3 $52,519 $21,300 $92,594 $15,008 $32,316 $0
4 $54,094 $21,982 $95,372 $15,489 $33,286 $0
5 $55,717 $22,686 $98,233 $15,984 $34,284 $0
6 $57,389 $23,411 $101,180 $16,496 $35,313 $0
7 $59,110 $24,161 $104,216 $17,024 $36,372 $0
8 $60,884 $24,934 $107,342 $17,568 $37,463 $0
9 $62,710 $25,732 $110,562 $18,131 $38,587 $0
10 $64,591 $26,555 $113,879 $18,711 $39,745 $0
11 $66,529 $27,405 $117,296 $19,309 $40,937 $0
12 $68,525 $28,282 $120,815 $19,927 $42,165 $0
13 $70,581 $29,187 $124,439 $20,565 $43,430 $0
14 $72,698 $30,121 $128,172 $21,223 $44,733 $0
15 $74,879 $31,085 $132,017 $21,902 $46,075 $0
16 $77,126 $32,079 $135,978 $22,603 $47,457 $0
17 $79,439 $33,106 $140,057 $23,326 $48,881 $0
18 $81,823 $34,165 $144,259 $24,073 $50,347 $0
19 $84,277 $35,259 $148,587 $24,843 $51,858 $0 20 Year Savings 20 $86,806 $36,387 $153,044 $25,638 $53,414 $0 Utility Cost Savings O&M Savings Combined Savings Total Years 1-20 $1,330,191 $548,475 $2,345,219 $386,456 $818,498 $0 $4,493,909 $934,931 $5,428,840 30 Year Savings
Total Years 21-30 $474,688 $200,163 $0 $0 $292,087 $0 Utility Cost Savings O&M Savings Combined Savings Total $1,804,879 $748,638 $2,345,219 $386,456 $1,110,586 $0 $5,260,684 $1,135,094 $6,395,779 Note: Utility and O&M savings projected to
escalated 3% and 3.2%, respectively,
annually.

City Hall Chiller:

Preliminary
Assessment of
Sound Levels
Southland Industries ©2022 All rights reserved.

What is Government Code 4217?
GC 4217 is a procurement pathway, NOT a program or funding source
• Allows cities to contract with qualified providers to develop and implement capital projects using a design-build approach
• Allows cities to bundle different projects (ex. HVAC, roofing, electrical, lighting, solar, etc.) into one contract
• Allows public agencies to select their partner based on “Best Value” • Was developed in response to the national energy crisis of the 1970s, to allow public agencies the most flexibility possible in contracting and meet energy savings goals
• Can work in conjunction with other cooperative purchasing mechanisms to ensure fair/competitive pricing
Southland Industries ©2022 All rights reserved.

What Does Government Code 4217 Actually Say?
• 4217.10 – Public agencies (including cities) can develop energy conservation/generation/infrastructure projects
• 4217.12 – Utility costs after the project must be less than utility costs before the project
• 4217.16 – Districts may use a competitive process to select a contractor based on experience, qualifications, etc.
• 4217.18 – States that the code should be taken to give the greatest flexibility to districts so that “benefits may be maximized” Southland Industries ©2022 All rights reserved.

What Does Government Code 4217 Actually Say?
• 4217.12 – Utility costs after the project must be less than utility costs before the project “4217.12 (a) Notwithstanding any other provision of law, a public agency may enter into an energy service contract and any necessarily related facility ground lease on terms that its governing body determines are in the best interests of the public agency if the determination is made at a regularly scheduled public hearing, public notice of which is given at least two weeks in advance, and if the governing body finds:
(1) That the anticipated cost to the public agency for thermal or electrical energy or conservation services provided by the energy conservation facility under the contract will be less than the anticipated marginal cost to the public agency of thermal, electrical, or other energy that would have been consumed by the public agency in the absence of those purchases.”
Southland Industries ©2022 All rights reserved.

Financing Request for Proposals
• Process:

1. Southland will assist Lakewood help optimize the finance package by issuing a RFQ to competitively select the financier.

The process will include request for details of term, rate, prepayment, escrow details, etc.

2. City (with Southland support) will pre-qualify 5+ responders, evaluate and summarize the proposals, and assist the City with the evaluation

3. Southland will assist with contract negotiation and execution

4. Entire process estimated to take 6 – 8 weeks

RI-1
Routine Item 1 – City Council Minutes
will be available prior to the meeting.

1 AGREEMENT FOR SERVICES

BETWEEN

CITY OF LAKEWOOD AND

REGIONAL GOVERNMENT SERVICES AUTHORITY
THIS AGREEMENT, made and entered into this 10th day of September 2024, by and between the CITY OF LAKEWOOD, a municipal corporation, sometimes hereinafter referred to as CITY, and REGIONAL GOVERNMENT SERVICES AUTHORITY, sometimes hereinafter referred to as SERVICE PROVIDER,
W I T N E S S E T H:

WHEREAS, the CITY is in need of the on-call services for MANAGEMENT AND ADMINISTRATIVE SERVICES, and said REGIONAL GOVERNMENT SERVICES AUTHORITY is desirous of providing said services;
NOW, THEREFORE, in consideration of the foregoing recitals, the parties hereto do mutually agree as follows:

1. Scope of Services.

SERVICE PROVIDER agrees to provide to CITY at his own cost and expense when requested by CITY those services set forth on Exhibit A attached hereto and made a part hereof, with scope of work and fee based on project-specific written proposals. Budgeted projects where the fee is less than $50,000 may be authorized by the City Manager. Budgeted projects where the fee exceeds $50,000 will require written approval by the City Council. If there is a conflict between Exhibit A, Agreement for Professional Services, and the provisions of this contract, this contract supersedes.

2. Compensation for Services.

The CITY agrees to pay SERVICE PROVIDER for all services rendered under the Scope of Services. For and in consideration of the services performed by SERVICE PROVIDER and when approved by the City, the City agrees to pay to SERVICE PROVIDER on a time and material basis, at a rate determined by the Schedule attached, for services actually rendered.

SERVICE PROVIDER shall submit invoices to the Director of Public Works for approval prior to authorization of payment.

Docusign Envelope ID: 9A70FEFC-D1AD-45AD-B9E2-8B5852344FB3 2 3. Independent Contractor.

It is expressly understood and agreed that SERVICE PROVIDER has been retained, at his request, as an independent contractor, as distinguished from an employee or agent of the CITY to perform the aforementioned services. SERVICE PROVIDER acknowledges the independent contractor relationship and releases the CITY from any liability or obligation to make deductions or withholding from his compensation in respect to unemployment, income taxes, disability, social security, health or pension matters.

SERVICE PROVIDER acknowledges his independent contractor's status in performing said services, and agrees to bear the risk of property damage or loss to any property arising out of the work site, the place to work, or the duties bestowed upon SERVICE PROVIDER pursuant to this Agreement, and does hereby release the CITY, its officers and personnel from any liability to SERVICE PROVIDER for any loss or damage thereby incurred, except where said loss or damage was caused by the CITY.

4. Termination.

Either party to this Agreement may terminate the same at any time by giving the other at least thirty (30) days' written prior notice thereof. In the event of termination, the CITY shall pay to SERVICE PROVIDER the total value of the services of SERVICE PROVIDER to the final date of termination computed in accordance with the terms and provisions of this Agreement.

5. Term
This Agreement shall be for a term commencing September 10, 2024 and terminating June 30, 2025, and may be renewed by the CITY with the concurrence of SERVICE PROVIDER for any successive one-year term, unless sooner terminated as hereinbefore provided.

6. Assignment.

SERVICE PROVIDER shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without the prior written consent of the CITY.

7. Ownership of Documents.

It is understood and agreed the CITY has full and complete and absolute title to all plans, drawings, reports, and other documents supplied by the CITY to SERVICE PROVIDER during the course of this Agreement, or prepared by SERVICE PROVIDER for the CITY during the course of this Agreement.

Docusign Envelope ID: 9A70FEFC-D1AD-45AD-B9E2-8B5852344FB3 3 8. Insurance.

During the term of this Agreement, SERVICE PROVIDER shall maintain in full force and effect, and deposit with the CITY, insurance or certificate of insurance, which shall evidence the fact that SERVICE PROVIDER has in full force and effect a comprehensive personal injury and property damage policy protecting SERVICE PROVIDER and the CITY from liability for personal injury and property damage arising from the performance of duties under this Agreement, including the operation of any vehicle, in the amounts of two million dollars ($2,000,000), combined single limits. Said policy shall contain a provision that the same cannot be canceled without at least thirty (30) days notice to the CITY thereof and shall name the CITY as additional insured.

9. Indemnity.

SERVICE PROVIDER shall indemnify and save the CITY harmless from any suits, claims or actions brought by any person or persons, including his agents or employees, for or on account of any injuries or damages or other loss, cost or expense caused by the negligent or wrongful act or omission of SERVICE PROVIDER, his agents and employees, or his subcontractors and the agents and employees thereof, arising out of the services to be performed by SERVICE PROVIDER pursuant to this Agreement.

10. Assumption of Risk.

SERVICE PROVIDER does hereby assume all risks to himself, his personnel, subcontractors and agents, and any employees thereof, of personal injury or death, and all risk of property damage or loss to any property, wares, vehicles, or materials owned or possessed by SERVICE PROVIDER and said SERVICE PROVIDER further releases the CITY, its officers and employees, from any liability therefor.

12. Reservation of Rights.

Nothing in this Agreement shall be deemed to bind the CITY to any course of conduct other than its obligation hereunder to pay SERVICE PROVIDER for said services rendered. It is understood the CITY reserves complete right within its discretion to reject all or any part of any design, plan, specification or recommendation made to it, or submitted by said SERVICE PROVIDER. It is further understood that acceptance herein by the CITY of any design, plan, specification or recommendation of SERVICE PROVIDER shall be for the purpose of compensating SERVICE PROVIDER only, and shall not be binding on the CITY as to any other further course of action. The CITY reserves the complete right to authorize additional, other or independent SERVICE PROVIDER services or studies, and it is agreed that SERVICE PROVIDER does not have any exclusive rights to said services from the CITY.

Docusign Envelope ID: 9A70FEFC-D1AD-45AD-B9E2-8B5852344FB3 4 13. Notice.

Any notice required to be given hereunder shall be deemed to have been given by depositing said notice in the United States mail in an envelope with postage prepaid thereon, addressed as follows:

To the CITY: CITY CLERK

CITY OF LAKEWOOD
5050 N. CLARK AVE.

LAKEWOOD, CA 90712
To the SERVICE PROVIDER: REGIONAL GOVERNMENT SERVICES AUTHORITY P.O. BOX 1350
CARMEL VALLEY, 93924
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as follows:

SERVICE PROVIDER
__________________________________

REGIONAL GOVERNMENT SERVICES AUTHORITY

CITY OF LAKEWOOD
_______________________________
MAYOR
APPROVED AS TO FORM:
__________________________________

CITY ATTORNEY
_________________________________________
Sky Woodruff, Authority Counsel
ATTEST:
_______________________________

CITY CLERK
Docusign Envelope ID: 9A70FEFC-D1AD-45AD-B9E2-8B5852344FB3 9/2/2024
Executive Director 9/2/2024
P.O. BOX 1350 | CARMEL VALLEY, CA 93924 | 650.587.7300 | WWW.RGS.CA.GOV RGS Is Committed to Reducing Paper Waste by Use of Electronic Processes RGS requests your assistance with meeting these waste reduction goals by joining us in the use of digital signature and electronic payment methods during our collaboration to reduce mailing and paper expenses.

As a convenience, RGS offers DocuSign to digitally sign our Agreements, providing a secure and legally binding digital signature process that eliminates the need for printing and distribution of documents.

Preamble: The agreement for services described below is also an agreement to engage in a relationship between organizations – Agency partners. In order to establish a mutually respectful relationship as well as a productive one, RGS has adopted the following values and business methods.

Our Values
• Expert Services: RGS serves exclusively public sector agencies with its team of publicsector experts. • Innovation: RGS encourages and develops innovative and sustainable services to help each Agency meet its challenges through new modes of service provision. • Customer Driven: RGS customizes solutions to achieve the right level and right kind of service at the right time for each Agency’s unique organizational needs. • Perseverance: Sometimes the best solutions are not immediately apparent. RGS listens, works with you, and sticks with it until a good fit with your needs is found. • Open Source Sharing: RGS tracks emerging best practices and shares them, learning openly from each other’s hard-won experience.
• Commitment: Government agencies are the public’s only choice for many services. Public trust is earned and must be used wisely. And RGS will do its part. Each Agency should and will know how RGS sets its rates. RGS’ pledge to you is that we will act with honesty, openness, and full transparency.

How RGS Does Business
When you work with RGS you can expect:
• RGS will strive to be explicit up front and put our understandings in writing. Before making assumptions, we hope to talk directly to prevent any misunderstandings. • Ongoing interaction throughout our relationship to ensure that your needs are being met, and that projects progress appropriately and agreed-upon timelines are met. • RGS is committed to honest interaction.
• When RGS employees are on your site, we expect them to treat people respectfully and be treated respectfully. If problems arise, we want to communicate early, accurately, and thoroughly to ensure that we find mutually acceptable solutions. • As a public Agency, partnering is valued. We look out for each Agency’s interests consistent with maintaining the public trust.
• To keep expectations realistic, it is important to understand that RGS is a governmental, joint powers authority evolving to meet changing local government needs. RGS has carefully constructed policies and procedures to allow maximum flexibility to meet your needs.

EXHIBIT A
Agreement for Management and Administrative Services [4/24 Rev5] Page 2 of 13 Between the LAKEWOOD and Regional Government Services Authority September 10, 2024

AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement for Professional Services (“Agreement”) is made and entered into as of the 10th day of September 2024, by and between the CITY OF LAKEWOOD, a municipal agency (“Agency”), and Regional Government Services Authority (RGS), a joint powers authority, (each individually a “Party” and, collectively, the “Parties”).

RECITALS
THIS AGREEMENT is entered into with reference to the following facts and circumstances:

A. That Agency desires to engage RGS to render certain services to it; B. That RGS is a consulting and administrative services provider and is qualified to provide such services to the Agency; and
C. That Agency has elected to engage the services of RGS upon the terms and conditions as hereinafter set forth.

TERMS AND CONDITIONS
Section 1. Services. The services to be performed by RGS under this Agreement shall be performed following the execution of Task Orders specifying specific services, budget and time of performance requested by the Agency, which such Task Orders are incorporated by this reference herein and made a part hereof as though it were fully set forth herein.

Where in conflict, the terms of this Agreement supersede and prevail over any terms set forth in the Exhibits.

1.1 Standard of Performance. RGS shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the types of services that RGS agrees to provide in the geographical area in which RGS operates.

1.2 Service Advisor. To ensure quality and consistency for the services provided, RGS also assigns a service advisor to Agency. The service advisor is available to assigned RGS staff and to Agency management and will check in regularly with both to address program/project directives. Typically service advisor time is not billed to Agency, with some exceptions where significant programmatic direction is provided.

1.3 Reassignment of Personnel. Assignment of personnel to provide the services described in the Exhibits is at the sole discretion of RGS. In the event that Agency or RGS, at any time during the term of this Agreement, desires the reassignment of personnel, Agency and RGS shall meet and discuss in good faith to address the issue of concern, including but not limited to reassigning such person or persons. For the avoidance of doubt, however, RGS retains sole control as to assignment of its personnel.

Agreement for Management and Administrative Services [4/24 Rev5] Page 3 of 13 Between the LAKEWOOD and Regional Government Services Authority September 10, 2024

1.4 Time. RGS shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance described above and to provide the services described in the Exhibits.

Section 2. Term of Agreement and Termination.

2.1 Services shall commence on or about the Effective Date, and this Agreement is anticipated to remain in force to June 30, 2025, at which time services may continue on a month-to-month basis until one party terminates the Agreement or if Section 3 contains a “not to exceed” amount, until RGS charges for services reach the not-to-exceed amount at which point the Agreement will automatically terminate unless amended. Services provided under the month-to-month provision are subject to current RGS staff rates in effect at the time of service.

Once this Agreement has converted to a month-to month basis, it shall automatically terminate upon the ninety-first (91st) continuous day with no billable service hours. After the ninety-first (91st) day with no billable service hours, RGS shall provide Agency with written notice of the automatic termination of the Agreement.

2.2 This Agreement may be terminated by either Party, with or without cause, upon 30 days’ written notice. Agency has the sole discretion to determine if the services performed by RGS are satisfactory to the Agency which determination shall be made in good faith. If Agency determines that the services performed by RGS are not satisfactory and/or RGS has not resolved the performance issues to the satisfaction of the Agency, Agency may terminate this Agreement by giving written notice to RGS. Upon receipt of notice of termination by either Party, RGS shall cease performing duties on behalf of the Agency on the termination date specified and the compensation payable to RGS shall include only the period for which services have been performed by RGS.

Section 3. Compensation. Payment for services under this Agreement shall be as provided in the Exhibits.

Section 4. Effective Date. This Agreement shall become effective on the date first herein above written.

Section 5. Relationship of Parties.

5.1 It is understood that the relationship of RGS to the Agency is that of an independent contractor and all persons working for or under the direction of RGS are its agents or employees and not agents or employees of Agency. The Agency and RGS shall, at all times, treat all persons working for or under the direction of RGS as agents and employees of RGS, and not as agents or employees of the Agency. Agency shall have the right to control RGS employees only insofar as the results of RGS’ services rendered pursuant to this Agreement. In furtherance of this Section 5.1, the Parties agree as follows:

5.1.1 Agency shall not request from RGS or from an RGS employee providing services pursuant to this Agreement an RGS employee’s Social Security Number or other similar personally identifying information.

Agreement for Management and Administrative Services [4/24 Rev5] Page 4 of 13 Between the LAKEWOOD and Regional Government Services Authority September 10, 2024

5.1.2 Agency shall not report an RGS employee to a third party as an employee of Agency. For the purposes of this Section 5.1, “third party” means another government agency, private company, or individual.

5.1.3 In the event that a third-party requests information about an RGS employee—including but not limited to personally identifying information, hours or locations worked, tasks performed, or compensation—Agency shall inform RGS of the request prior to responding. If Agency possesses such information about an RGS employee, the Parties shall confer in good faith about an appropriate and legally compliant response to the request.

5.2 RGS shall provide services under this Agreement through one or more employees of RGS qualified to perform services contracted for by Agency. The positions of RGS staff that will coordinate services to the Agency are indicated in the Exhibits. The Executive Director or assigned supervising RGS staff will consult with Agency on an as-needed basis to assure that the services to be performed are meeting Agency’s objectives. At any time the RGS employee may be providing services to one or more RGS clients concurrent with the services being provided under this Agreement.

5.3 Agency shall not have the ability to direct how services are to be performed, specify the location where services are to be performed, or establish set hours or days for performance of services, except as set forth in the Exhibits. Agency confirms that RGS employees are not assuming and are not expected to assume any Agency staff position(s).

5.4 RGS employees may require access to Agency’s computer systems and networks to complete the assigned services. RGS requires its employees to agree to appropriate system usage policies, which include a pledge not to use partner agency electronic equipment for anything other than partner agency work. (These policies can be provided to Agency upon request.)

5.5 Agency shall not have any right to discharge any employee of RGS from RGS employment.

5.6 The provisions of this Agreement are not intended to create, nor shall they in way be interpreted or construed to create a joint venture, partnership, or any other similar relationship between the parties.

5.7 RGS shall, at its sole expense, supply for its employees providing services to Agency pursuant to this Agreement any and all benefits, such as worker’s compensation, disability insurance, vacation pay, sick pay, or retirement benefits; obtain and maintain all licenses and permits usual or necessary for performing the services; pay any and all taxes incurred as a result of the employee(s) compensation, including employment or other taxes; and provide Agency with proof of payment of taxes on demand.

Agreement for Management and Administrative Services [4/24 Rev5] Page 5 of 13 Between the LAKEWOOD and Regional Government Services Authority September 10, 2024 Section 6. General Liability Coverage. RGS, pursuant to California Government Code Section 990, may satisfy its contractual liabilities with self-insurance and/or participate in a pooled risk purchasing program. RGS has and will continue to maintain a program of liability coverage against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by RGS and its agents, representatives, employees, and subcontractors.

6.1 Workers’ Compensation Coverage.

6.1.1 General requirements. RGS shall, at its sole cost and expense, maintain Workers’ Compensation coverage and Employer’s Liability coverage with limits of not less than $1,000,000.00 per occurrence.

6.1.2 Waiver of subrogation. The Workers’ Compensation coverage shall be endorsed with or include a waiver of subrogation in favor of Agency for all work performed by RGS, its employees, agents, and subcontractors.

6.2 Commercial General, Automobile, and Professional Liability Coverages.

6.2.1 General requirements. RGS, at its own cost and expense, shall maintain commercial general and automobile liability coverage for the term of this Agreement in an amount not less than $2,000,000 per occurrence, combined single limit coverage for risks associated with the work contemplated by this Agreement. RGS shall additionally maintain commercial general liability coverage in an amount not less than $2,000,000 aggregated for bodily injury, personal injury, and property damage.

6.2.2 Minimum scope of coverage. RGS coverage may not be written on ISO forms but will always provide coverage at least as broad as the latest version of the following: (A) General Liability: Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001); and (B) Automobile Liability: Insurance Services Office Business Auto Coverage form number CA 001, code 1 (any auto).

6.3 Professional Liability Insurance. RGS, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability coverage for licensed professionals performing work pursuant to this Agreement in an amount not less than $2,000,000 covering the licensed professionals’ errors and omissions.

6.4 All Policies Requirements.

6.4.1 Coverage requirements. Each of the following shall be included in the coverage or added as an endorsement:
a. Agency and its officers, employees, and agents, shall be covered as additional covered parties with respect to RGS’ general commercial, and automobile coverage for claims, demands, and causes of action arising out of or relating to RGS’ performance of this Agreement and to the extent caused by RGS’ negligent act, error, or omission.

Agreement for Management and Administrative Services [4/24 Rev5] Page 6 of 13 Between the LAKEWOOD and Regional Government Services Authority September 10, 2024 b. An endorsement to RGS’ general commercial and automobile coverages must state that coverage is primary with respect to Agency and its officers, officials, employees and agents. c. All coverages shall be on an occurrence or an accident basis, and not on a claims-made basis.

6.4.2 Acceptability of coverage providers. All coverages required by this section shall be acquired through providers with a Bests' rating of no less than A: VII or through sources that provide an equivalent level of reliability.

6.4.3 Verification of coverage. Prior to beginning any work under this Agreement, RGS shall furnish Agency with notifications of coverage and with original endorsements effecting coverage required herein. The notifications and endorsements are to be signed by a person authorized to bind coverage on its behalf. Agency reserves the right to require complete, certified copies coverage at any time.

6.4.4 Subcontractors. RGS shall include all subcontractors as insureds under its coverage or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein.

6.4.5 Variation. During the term of this Agreement, RGS may change the insurance program in which it participates. RGS will provide reasonable notice of any such change to Agency and replacement copies of Certificates of Coverage and endorsements.

6.4.6 Deductibles and Self-Insured Retentions. RGS shall disclose any self-insured retention if Agency so requests prior to performing services under this Agreement or within a reasonable period of time of a request by Agency during the term of this Agreement.

6.4.7 Maintenance of Coverages. The coverages stated herein shall be maintained throughout the term of this Agreement and proof of coverage shall be available for inspection by Agency upon request.

6.4.8 Notice of Cancellation or Reduction in Coverage. In the event that any coverage required by this section is reduced, limited, or materially affected in any other manner, RGS shall provide written notice to Agency at RGS earliest possible opportunity and in no case later than five business days after RGS is notified of the change in coverage.

Section 7. Legal Requirements.

7.1 Governing Law. The laws of the State of California shall govern this Agreement.

7.2 Compliance with Applicable Laws. RGS and any subcontractors shall comply with all laws applicable to the performance of the work hereunder.

Agreement for Management and Administrative Services [4/24 Rev5] Page 7 of 13 Between the LAKEWOOD and Regional Government Services Authority September 10, 2024

7.3 Reporting Requirements. If there is a statutory or other legal requirement for RGS to report information to another government entity, RGS shall be responsible for complying with such requirements.

7.4 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, RGS and any subcontractors shall comply with all applicable rules and regulations to which Agency is bound by the terms of such fiscal assistance program.

7.5 Licenses and Permits. RGS represents and warrants to Agency that RGS and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to provide the services contemplated by this Agreement. RGS represents and warrants to Agency that RGS and its employees, agents, and subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions.

7.6 Nondiscrimination and Equal Opportunity. RGS shall not discriminate on the basis of a person’s race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided under this Agreement. RGS shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement.

Section 8. Keeping and Status of Records.

8.1 Records Created as Part of RGS’ Performance. All final versions of reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that RGS prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of Agency. RGS hereby agrees to deliver those documents to Agency upon termination of the Agreement, if requested. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for Agency and are not necessarily suitable for any future or other use.

8.2 Confidential Information. RGS shall hold any confidential information received from Agency in the course of performing this Agreement in trust and confidence and will not reveal such confidential information to any person or entity, either during the term of the Agreement or at any time thereafter. Upon expiration of this Agreement, or termination as provided herein, RGS shall return materials which contain any confidential information to Agency. For purposes of this paragraph, confidential information is defined as all information disclosed to RGS which relates to Agency past, present, and future activities, as well as activities under this Agreement, which information is not otherwise of public record under California law. Agency shall notify RGS what information and Agreement for Management and Administrative Services [4/24 Rev5] Page 8 of 13 Between the LAKEWOOD and Regional Government Services Authority September 10, 2024 documents are confidential and thus subject to this section 8.2.

8.3 RGS Books and Records. RGS 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 Agency under this Agreement for a minimum of 3 years, or for any longer period required by law, from the date of final payment under this Agreement.

8.4 Inspection and Audit of Records. Any records or documents that Section

8.3 of this Agreement requires RGS to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of Agency. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds $10,000.00, the Agreement shall be subject to the examination and audit of the State Auditor, at the request of Agency or as part of any audit of Agency, for a period of three years after final payment under the Agreement.

Section 9. Non-assignment. This Agreement is not assignable either in whole or in part without the written consent of the other party.

Section 10. Amendments. This Agreement may only be amended or modified by written Amendment signed by both Parties.

Section 11. Validity. The invalidity, in whole or in part, of any provisions of this Agreement shall not void or affect the validity of any other provisions of this Agreement.

Section 12. Disputes. Should any dispute arise out of this Agreement, Agency agrees that it shall only file a legal action against RGS, and shall not file any legal action against any of the public entities that are members of RGS.

Section 13. Venue/Attorneys’ Fees. Any suit or action initiated by either party shall be brought in Alameda County, California. In the event of litigation between the Parties hereto to enforce any provision of the Agreement, the prevailing Party shall be entitled to reasonable attorney’s fees and costs of litigation.

Section 14. Mediation. Should any dispute arise out of this Agreement, the Parties shall meet in mediation and attempt to reach a resolution with the assistance of a mutually acceptable mediator. Neither Party shall be permitted to file legal action without first meeting in mediation and making a good faith attempt to reach a mediated resolution. The costs of the mediator, if any, shall be paid equally by the Parties. If a mediated settlement is reached, neither Party shall be deemed the prevailing party for purposes of the settlement and each Party shall bear its own legal costs.

Section 15. Employment Offers to RGS Staff. Should Agency desire to offer permanent or temporary employment to an RGS employee who is either currently providing RGS services to Agency or has provided RGS services to Agency within the previous six months, said Agency will be charged a fee equal to the full-time cost of the RGS employee for one month, using the most recent RGS bill rate for the RGS employee’s services to Agency. This fee is to recover RGS’ expenses in recruiting the former and replacement RGS staff.

Agreement for Management and Administrative Services [4/24 Rev5] Page 9 of 13 Between the LAKEWOOD and Regional Government Services Authority September 10, 2024 Section 16. Entire Agreement. This Agreement, including the Exhibits, comprises the entire Agreement.

Section 17. Indemnification.

17.1 RGS’ indemnity obligations.

RGS shall indemnify, defend, and hold harmless Agency and its legislative body, boards and commissions, officers, and employees (“Indemnitees”) from and against all claims, demands, and causes of action by third parties, including but not limited to reasonable attorneys’ fees, arising out of RGS’ performance of this Agreement, to the extent caused by RGS’ negligent act, error, or omission.

Nothing herein shall be interpreted as obligating RGS to indemnify Agency against its own negligence or willful misconduct.

Training disclaimer
Agency understands and acknowledges that RGS advisors may, as part of the scope of services under this Agreement, provide training on various matters including human resources, accounting, or management practices. The advice and guidance included in such training does not, and is not intended to, constitute legal advice; instead, all information, content, and materials provided are based on industry best practices, but may not be applicable in all situations. Agency staff should not act or refrain from acting on the basis of the information provided as part of a training without first seeking legal advice from counsel in its relevant jurisdiction and/or appropriate Agency approval. RGS’ obligation to indemnify, defend, and hold harmless indemnities pursuant to this section 17.1 for professional errors and omissions shall not exceed $500,000.

17.2 Agency’s indemnity obligations. Agency shall indemnify, defend and hold harmless RGS and its officers, directors, employees and agents from any and all claims and lawsuits where such persons are named in the lawsuit solely because of a duty any of them performs in accordance with the services outlined in Exhibit B.

It is the intent of the parties here to define indemnity obligations that are related to or arise out of Agency’s actions as a governmental entity. Thus, Agency shall be required to indemnify and defend only under circumstances where a cause of action is stated against RGS, its employees or agents:
a. which is unrelated to the skill they have used in the performance of the duties delegated to them under this Agreement;
b. when the allegations in such cause of action do not suggest the active fraud or other misconduct of RGS, its employees, or agents; or
c. where an Agency employee, if he had been acting in a like capacity, otherwise would be acting within the scope of that employment.

Whenever Agency owes a duty hereunder to indemnify RGS, its employees or agents, Agency further agrees to pay RGS a reasonable fee for all time spent by any RGS employee, or spent by any person who has performed work pursuant to this Agreement, for the purpose of preparing for or testifying in any suit, action, or legal proceeding in connection with the services the assigned employee has provided under this Agreement.

Agreement for Management and Administrative Services [4/24 Rev5] Page 10 of 13 Between the LAKEWOOD and Regional Government Services Authority September 10, 2024

17.3 Obligations and indemnity related to defined benefit retirement plan participation.
a. RGS and Agency acknowledge and agree that, if Agency participates in a defined benefit plan (such as CalPERS, a pension plan, or Social Security) (“Retirement Program”), it is possible that the Retirement Program may find that RGS employees providing services pursuant to this Agreement are employees of Agency and should be registered with the Retirement Program as employees of Agency, which possibility is the same as if Agency were contracting with a private consulting firm. Pursuant to Section 5.1 of this Agreement, Agency has an obligation to treat all persons working for or under the direction of RGS as agents and employees of RGS, and not as agents or employees of Agency. Agency agrees not to ask RGS employees for personally identifying information.
b. In the event that the Agency’s Retirement Program initiates an inquiry that includes examination of whether individuals providing services under this Agreement to Agency are Agency’s employees, Agency shall inform RGS within five business days and share all communications and documents from the Retirement Program that it may legally share. In the event that either RGS or Agency files an appeal or court challenge, RGS and Agency each agree to cooperate with each other in responding to the inquiry and any subsequent administrative appeal or court challenge of an adverse determination. Notwithstanding Section 17.1 of this Agreement, RGS and Agency shall each bear their own costs in responding to an inquiry by a Retirement Program, including but not limited to costs of an administrative appeal or court challenge.
c. In the event that any RGS employee or subconsultant providing services under this Agreement is determined by a court of competent jurisdiction or the Agency’s Retirement Program to be eligible for enrollment in the Retirement Program as an employee of the Agency, to the fullest extent of the law, Agency shall indemnify, defend, and hold harmless RGS for any Retirement Program contribution payment that Agency is required as a result to make to the Retirement Program as well as for the payment of any penalties and interest on such payments, if any.

Section 18. Notices. All notices required by this Agreement shall be given to Agency and RGS in writing, by first class mail, postage prepaid, or by email transmission addressed as follows:

Agency: CITY OF LAKEWOOD
5050 Clark Avenue
Lakewood, CA 90712
RGS: Regional Government Services Authority
P. O. Box 1350
Carmel Valley, CA 93924
Email: [email protected]
Agreement for Management and Administrative Services [4/24 Rev5] Page 11 of 13 Between the LAKEWOOD and Regional Government Services Authority September 10, 2024 Notice by email transmission shall be deemed given upon verification of receipt if received before 5:00p.m. on a regular business day or else on the next business day.

This Agreement may be executed in counterparts, each of which shall constitute an original, and all of which taken together shall constitute one and the same instrument. In accordance with California Government Code Section 16.5 and California Civil Code Section 1633.7, the Parties agree that this Agreement may be transmitted and signed by electronic or digital means by either or both Parties and that such signatures shall have the same force and effect as original signatures.

IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed on the date first written by their respective officers duly authorized on their behalf.

DATED: __________ Agency
By: __________________________________
AGENCY
DATED: __________ Regional Government Services Authority By:

Sophia Selivanoff, Executive Director
Agreement for Management and Administrative Services [4/24 Rev5] Page 12 of 13 Between the LAKEWOOD and Regional Government Services Authority September 10, 2024 Exhibit A
Compensation.

1. Fees. Agency agrees to pay to RGS the hourly rates set forth in the tables below for each RGS employee providing services to Agency, which are based in part on RGS’ full cost of compensation and support for the RGS employee(s) providing the services herein described.

RGS and Agency acknowledge and agree that compensation paid by Agency to RGS under this Agreement is based upon RGS’ costs of providing the services required hereunder. The Parties further agree adjustments to the hourly bill rate shown below for “RGS Staff” will be made on July 1 of each year, when RGS’ hourly bill rates will be adjusted by the percentage change in the Consumer Price Index (Bureau of Labor Statistics, CPI for urban wage earners and clerical workers in the San Francisco-Oakland-San Jose area) (“CPI”) for the twelve months through the end of December of the prior year. Irrespective of the movement of the CPI, RGS will not adjust its hourly rates downward; nor will RGS adjust its hourly rates upward in excess of a five percentage (5%) change, excepting instances where there was no increase in the prior year’s hourly rates. In that event, RGS will adjust its hourly rates by the full percentage change in the CPI for the twelve months through the end of December of the prior year.

2. Reimbursement of RGS’ Direct Costs. Agency shall reimburse RGS for direct external costs. Direct external costs, including such expenses as travel or other costs incurred for the exclusive benefit of the Agency are not included in the hourly bill rate and, will be invoiced to Agency when received and without mark-up. These external costs will be due upon receipt.

3. Terms of Payment. RGS shall submit invoices monthly for the prior month’s services.

Invoices shall be sent approximately 10 days after the end of the month for which services were performed and are due and shall be delinquent if not paid within 30 days of receipt.

Delinquent payments will be subject to a late payment carrying charge computed at a periodic rate of one-half of one percent per month, which is an annual percentage rate of six percent, which will be applied to any unpaid balance owed commencing 7 days after the payment due date. Additionally, in the event the Agency fails to pay any undisputed amounts due to RGS within 15 days after payment due date, then Agency agrees that RGS shall have the right to consider said default a total breach of this Agreement and the duties of RGS under this Agreement may be terminated by RGS upon 5 working days’ advance written notice.

Payment Process/Address. RGS prefers invoices be paid electronically.

RGS will reach out to your invoicing contact to establish and provide electronic payment instructions.

However, should you have questions or need other payment options, please contact:

Lindsay Rice, RGSA Accounting Manager
(650) 587-7300X12 | [email protected]
[EXHIBIT A CONTINUES ON FOLLOWING PAGE]
Agreement for Management and Administrative Services [4/24 Rev5] Page 13 of 13 Between the LAKEWOOD and Regional Government Services Authority September 10, 2024

AGENCY CONTACTS
Agency Billing Contact. Invoices are sent electronically only. Please provide the contact person to whom invoices should be sent:

NAME EMAIL
Sam Chambers, Project Manager [email protected] Agency Insurance Contact. Please provide the contact person to whom the certificate of coverage should be sent:

NAME EMAIL
Sam Chambers, Project Manager [email protected]

RGS STAFF RATES

TITLE HOURLY
RATE*
Strategic Services Consultant $186
Senior Advisor $157
Advisor $135
Technical Specialist $119
Administrative Specialist $106
*The Hourly Rate does not include direct external costs which will be invoiced to Agency with no markup and will fall outside of the not-to-exceed (if established) for services provided.

NOTE: Advisor travel for worksite services —
The Agency will only be invoiced for the actual hours worked, which shall include RGS staff travel time to and from the service delivery location, billed at the indicated hourly rate.

CITY OF LAKEWOOD

CONSOLIDATED ANNUAL

PERFORMANCE AND

EVALUATION REPORT

FOR THE

COMMUNITY DEVELOPMENT

BLOCK GRANT PROGRAM
JULY 1, 2023 - JUNE 30, 2024
Prepared by the City of Lakewood
Community Development Department
City Lakewood
FY 2023-2024 CAPER

TABLE OF CONTENTS
CR-05 Goals and Outcomes.....................................................................................1 CR-10 Racial and Ethnic Composition of Families Assisted ......................................4 CR-15 Resources and Investments ..........................................................................5 CR-20 Affordable Housing .......................................................................................7 CR-25 Homeless and Other Special Needs ..............................................................9 CR-30 Public Housing ............................................................................................13 CR-35Other Actions..............................................................................................14 CR-40 Monitoring..................................................................................................18 CR-45 CDBG ..........................................................................................................20 CR-58 Section 3 Reporting ....................................................................................21 Appendix A ..........................................................................................................23 Map of CDBG Eligible Areas........................................................................24 Map of Public Service Providers..................................................................25 List of Homeless Shelters in Nearby Gateway Cities....................................26 Code Enforcement Summary Report ..........................................................27 PR 26 CDBG Financial Summary Report ......................................................31 Published Notice .........................................................................................34 CAPER 1
OMB Control No: 2506-0117 (exp. 06/30/2021)
CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan.

91.520(a)
This could be an overview that includes major initiatives and highlights that were proposed and executed throughout the program year.

The City of Lakewood was successful in carrying out its Strategic Plan and its Action Plan during FY 2023- 2024. The City expects to serve 1,250 Lakewood households experiencing fair housing issues during the Five-Year 2020-2024 Consolidated Plan years and 250 households during FY 2023-2024. During FY 2023- 2024, Lakewood's Fair Housing Consultant assisted 192 households. During the Five-Year 2020-2024 Consolidated Plan Lakewood's Code Enforcement staff is expected to assist 1,250 residents located within CDBG eligible areas and 250 residents in FY 2023-2024. During FY 2023-2024 Code Enforcement responded to 414 residents. During the Five-Year 2020-2024 Consolidated Plan Lakewood's subrecipients providing public service are expected to assist 1,500 residents and 300 during FY 2023-2024. Lakewood's subrecipients assisted 387 Lakewood residents. Services include congregate and delivered meals to Lakewood seniors, counseling for abused children and non-medical hospice care for Lakewood residents facing end of life. Other public service includes support of Continuum of Care by providing emergency shelter and transistional housing for victims of domestic violence. Su Casa Ending Domestic Violence provided service to 11 households and 38 individuals during FY 2023-2024. The City expects to process 50 rehabilitation loans and thirty fix-up, paint-up grants issues during the Five-Year 2020-2024 Consolidated Plan years and ten loans and six grants during FY 2023-2024. During FY 2023-2024, the City processed ten rehabilitation loans and four fix-up, paint-up grants.

Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g)
Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals.

The City fell short of its goal to process six Fix-Up, Paint-Up Grants during FY 2023-2024 because the painting contractor the City partnered with retired prior to the end of the fiscal year. It appears that progress was not made with the construction of 37 affordable units, however, the City has completed its negotiations with an affordable housing developer and the four properties have been successfully transferred to the developer. Construction is expected to begin in 2025.

CAPER 2
OMB Control No: 2506-0117 (exp. 06/30/2021)
Goal Category Source /
Amount
Indicator Unit of
Measure
Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Equal
Housing
Opportunity
NonHomeless
Special
Needs
CDBG:
$36,974
Public service activities
for Low/Moderate
Income Housing Benefit
Households
Assisted 1,250 783 62.6% 250 192 76.8%
Housing
Development
Affordable
Housing
Private:
$18,528,814
HCD:
$760,600
Homeowner Housing
Added
Household
Housing
Unit
37 0 0% 37 0 0%
Housing
Preservation
and
Improvement
Affordable
Housing
CDBG:
$99,283
Homeowner Housing
Rehabilitated
Household
Housing
Unit
80 60 75% 16 14 87.5%
Housing
Preservation
and
Improvement
Affordable
Housing
CDBG:
$16,879
Housing Code
Enforcement/Foreclosed
Property Care
Household
Housing
Unit
1,250 1,497 119.8% 250 414 165.6%
Improve and
Provide
Community
Facilities
Non-Housing
Community
Development
CDBG:
$23,017
Public Facility or
Infrastructure Activities
for Low/Moderate
Income Housing Benefit
Households
Assisted
1,000 601 60.1 200 204 102%
Provide
Community
Services
Non-Housing
Community
Development
CDBG:
$26,740
GF: $2,080
Public service activities
for Low/Moderate
Income Housing Benefit
Households
Assisted
1,500 1,416 94.4% 250 387 154.8%
Provide
Community
Services
Non-Housing
Community
Development
CDBG:
$2,946
GF: $234
Homelessness
Prevention / Continuum
of Care
Persons
Assisted
150 171 114% 40 38 95%
Table 1 - Accomplishments – Program Year & Strategic Plan to Date CAPER 3
OMB Control No: 2506-0117 (exp. 06/30/2021)
Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.

The City of Lakewood’s Consolidated Plan goals are used as the basis for the budgetary principals that were outlined in the Consolidated Plan. During FY 2023-2024, the City received $445,734 in CDBG funds, carried over $602,222 in CDBG funds from the prior program years, and received $38,976 in program income, for a total of $1,086,932.

The City spent a total of $494,982 of the total CDBG allocation on activities that include $16,880 for Code Enforcement, Lakewood's Fair Housing Consultant received $36,974, Lakewood's subrecipients providing public servicesreceived $26,740 and Lakewood contributed to the Continuum of Care by providing $2,946 in CDBG funds to Su Casa Ending Domestic Violence. The City spent $99,283 on Rehabiliation Delivery Costs, $89,142 on Program Administration and $23,017 on plans for the Weingart Senior Center renovation and $200,000 on replacing curbs with ADA compliant curbs. All CDBG funds were expended on CDBG eligible activities that include assisting low and moderate income households through home delivered and congregate meals to senior citizens, providing counseling services to abused children, providing emergency and transitional housing to victims of domestic violence, providing hospice care to persons experiencing terminal illness and affirmatively furthering fair housing. At the end of FY 2023- 2024, the City has $591,950 to carry over to FY 2024-2025 which is reserved for community facilities improvements at the Weingart Senior Center.

CAPER 4
OMB Control No: 2506-0117 (exp. 06/30/2021)
CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).

91.520(a)
CDBG
White 270
Black or African American 95
Asian 54
American Indian or American Native 11
Native Hawaiian or Other Pacific Islander 9
Other/Multi Racial 98
Total 537
Hispanic 160
Not Hispanic 377
Table 2 – Table of assistance to racial and ethnic populations by source of funds Narrative
CAPER 5
OMB Control No: 2506-0117 (exp. 06/30/2021)
CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG Public - Federal $1,086,932 $494,982
Table 3 - Resources Made Available
Narrative
The CDBG resources available in FY 2023-2024 include CDBG entitlement, program income received, and carryover funds. During FY 2023-2024, the City of Lakewood expended $494,982 on CDBG eligible programs and administrative activities. The remainding resources will be carried over to FY 2024-2025.

Identify the geographic distribution and location of investments Target Area Planned Percentage of
Allocation
Actual Percentage of
Allocation
Narrative Description
5550.01 BG 1 10 10 Code Enforcement
5550.01 BG 2 10 10 Code Enforcement
5550.01 BG 3 10 10 Code Enforcement
5550.01 BG 4 10 10 Code Enforcement
5550.02 BG 1 10 10 Code Enforcement
5551.02 BG 2 10 10 Code Enforcement
5551.05 BG 1 10 10 Code Enforcement
5551.05 BG 3 10 10 Code Enforcement
5551.07 BG 2 10 10 Code Enforcement
5551.07 BG 3 10 10 Code Enforcement
Table 4 – Identify the geographic distribution and location of investments Narrative
The City’s CDBG and housing programs were advertised and made available throughout the City during FY 2023-2024 to assist in the reduction of concentration of low income persons. The programs were not directed to one geographical area but to extremely low to low income (0 to 80% of the County MFI) persons and families. The City continues to promote a balanced and integrated community and is committed to providing assistance throughout the City.

The only exception to this policy is that CDBG funded Code Enforcement activities are limited to low to income census tracts, which are known as area benefit activities. An area benefit activity is an activity that meets the identified needs of low income persons residing in an area where at least 51 percent of the residents (or less if the exception criteria are applicable) are low income persons. During FY 2023-2024, an area where at least 43.05 percent of the residents are low income persons is considered an area where the exception criteria is applied. The benefits of the activity are available to everyone in that area despite their income. A map of these low income census tracts is included in the CAPER. The City has traditionally CAPER 6
OMB Control No: 2506-0117 (exp. 06/30/2021)
used 80 percent or more of its CDBG resources to operate programs available exclusively to low income people (whereas HUD regulations only require a minimum 70 percent low and moderate benefit for CDBG activities). To achieve this high ratio of low income benefit for its CDBG resources and the compelling need to assist these areas, the City utilized CDBG resources within low income census tracts areas. The allocation of funds is evenly distributed to the targeted census tracts listed in the table above.

Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.

The City used CDBG funds to leverage funds from other sources for the Weingart Senior Center Improvement Project, including:
 State funds from the Department of Parks and Recreation  State funds from the Department of Aging
 Other Federal funds
Additionally, the City offers an annual Neighborhhod Clean-Up Program that is operated through the City's Code Enforcement program. The program provides assistant to tenants and property owners in disposing of unsightly and unwanted debris in neighborhoods identified as needing assistance. Each year a total of six clean-up events are scheduled and each event has three or more roll-off bins available to residents in the vicinity of the bin. Neighborhood residents are notified of the event date and community volunteer assistance is provided. A private waste disposal company donated the bins for this FY 2023-2024 event saving the City $11,111 in rental fees.

Lakewood’s City facilities that are used to address the needs identified in the plan includes the Weingart Senior Center and Burns Community Center. Both facilities serve Lakewood’s senior population. The Weingart Senior Center hosts a wide variety of services for Lakewood’s 50 plus population. Services include educational and social engagement programs, fitness programs, special events, passive recreational programs, case management referrals, food assistance programs such as the congregate meals provided by Human Services Association, tax assistance and volunteer opportunities. Burns Community Center provides many services, including Meals on Wheels, senior exercise programs, Continuum of Care, and Mothers At Work, a day care operation.

CAPER 7
OMB Control No: 2506-0117 (exp. 06/30/2021)
CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.

One-Year Goal Actual
Number of Homeless households to be
provided affordable housing units 40 13
Number of Non-Homeless households to be
provided affordable housing units 281 281
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 321 294
Table 5 – Number of Households
One-Year Goal Actual
Number of households supported through
Rental Assistance 0 0
Number of households supported through
The Production of New Units 75 104
Number of households supported through
Rehab of Existing Units 16 14
Number of households supported through
Acquisition of Existing Units 0 0
Total 31 118
Table 6 – Number of Households Supported
Discuss the difference between goals and outcomes and problems encountered in meeting these goals.

The City offers a Single-Family Rehabilitation Loan and Fix-Up, Paint-Up Grant program to low income residents. The loan is for up to $18,000 and the grants are accomplished by a painting contractor the City contracts with. The goal is to process ten loans and six grants per fiscal year. The City processed ten loans and but fell short by only processing four grants during FY 2023-2024. The problem encountered in meeting the goal for the Fix-Up, Paint-Up Grant is the City’s painting contractor retired prior to the end of the program year without notifying the City.

While the City met its gool of processing 16 loans this program year to 16 unduplicated households, two of the households were duplicates from previous program years. Soaring construction costs coupled with inflation has resulted in limited rehabilitation a homeowner can accomplish. Often homeowners can only complete one project and sometimes the cost of the project, such as a reroof, exceeds the amount of the loan. To make up for this shortfall, the City has made it a policy to process more than one loan or grant CAPER 8
OMB Control No: 2506-0117 (exp. 06/30/2021)
application to a repeating program recipient in order to complete necessary repairs.

The City counts the number of ADUs toward its goal of number of households supported through the production of new units constructed. The City used a conservative 75 new units in its estimate for the anticipated number of ADUs to be constructed. As the table above shows, the number of ADUs that were constructed in FY 2023-2024 was 104.

Discuss how these outcomes will impact future annual action plans.

The City's Housing Fund funds the loan and grant programs while loan paybacks from the former Redevelopment Agency contributes to the Housing Fund. The City is will be increasing the amount of the loan to $35,000 so loan recipients can efficiently complete needed projects on their property.

Given that 104 ADUs were constructred and received a final inspection, the City will increase its estimate of the number of households supported through the production of new units constructed in future Action Plans.

Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.

Number of Households Served CDBG Actual HOME Actual
Extremely Low-income 263 0
Low-income 158 0
Moderate-income 99 0
Total 520 0
Table 7 – Number of Households Served
Narrative Information
The activities where information on income by family size is required to determine the eligility of activity includes Fair Housing, Community Family Guidance, Pathways Volunteer Housing, Human Services Association, Su Casa Ending Domestic Violence, and the City’s Single Family Rehabilitation Loan and Fix-Up, Paint-Up Grant Program. The total number of households served in Lakewood was 537 and 689 individuals. Of those households, 263 were very low income, 158 were low income and 99 were moderate income. There were 17 households and 19 individuals that were high income.

CAPER 9
OMB Control No: 2506-0117 (exp. 06/30/2021)
CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:

Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City is located within Service Planning Area (SPA) 7, a division within Los Angeles County designated by LAHSA to target the specific needs of the homeless in the community. City staff attends regular monthly SPA meetings to address homeless issues through the Continuum of Care (CoC) Model. The City along with LAHSA conduct an annual Point-In-Time Homeless Count (count). The official numbers from the count in January 2024 are 86 persons experiencing homelessness within the City of Lakewood.

Services are provided to people experiencing homelessness in Lakewood by multiple non-profit agencies, which include PATH, LAHSA Jovenes, Salvation Army, Bell Shelter and Pacific Clinic. Lakewood contracts with the Los Angeles County Sheriff’s Department providing Lakewood with a Homeless Services Deputy and also contracts a Homeless Services Liaison. Services begin with outreach and continue until a person is permanently housed and supportive services are in place. The Homeless Services Deputy and Homeless Services Liaison refer and connect homeless individuals to the agency that best suits their housing and health needs.

Addressing the emergency shelter and transitional housing needs of homeless persons LAHSA’s 2023 Los Angeles CoC Housing Inventory Count includes a total of 46,470 county wide units with 59,112 beds available within emergency shelters, transitional housing, safe havens, rapid re-housing, permanent supportive housing and other forms of permanent housing and 4,303 beds for chronically homeless. SPA 7 has a total of 2,765 units with 3,893 beds available.

Another form of transitional housing in the City is Adult Residential Facilities, Residential Care Facilities for the Elderly, Group Homes and Small Family Homes and is described as follows:
 The City has 16 Adult Residential Facilities that each house up to six adults aged 18-59. The facilities provide 24-hour non-medical care to individuals who may be physically, mentally or developmentally disabled.
 The City has 10 Residential Care Facilities for the Elderly, which each house up to six persons aged 60 or older. These facilities were accepted as transitional housing by the State Department of Housing and Community Development during the FY 2013-2021 Housing Element update.  The City has one Small Family Home that provides 24-hour care for families with less than six children who are in need of assistance because of a physical, mental or developmental disability.

CAPER 10
OMB Control No: 2506-0117 (exp. 06/30/2021)
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs The short-term emergency housing location allows a maximum stay of 30 days providing supportive services to battered women and their children. At this facility, Su Casa Ending Domestice Violence has 20 beds and a shelter capacity of 24 persons. Their support services include food, shower facilities, laundry facilities, mail drop (the site is used as a mailing address), clothing, childcare, transportation, and intensive individual and group counseling for children.

At the second location, Su Casa provides transitional housing for up to one year in an apartment complex, which facilitates residents’ ability to adapt to independent living and break the cycle of abuse. The maximum capacity at this facility is 16 persons and the residents are provided counseling, assistance in seeking jobs, schooling, and assistance with the location of permanent housing. Those persons who are employed while residing in the shelter are charged a small percentage of their income, which is saved in an escrow account and used for the costs associated with securing permanent housing.

Admittance to the program is strictly on a referral basis. The City provided funding for the purchase of the Transistional Housing Facility and has secured the transitional shelter with affordable housing convenants, which will expire in December 2063.

In addition to the City's partnership with Su Casa Ending Domestic Violence, the City uses CDBG funds to benefit low-income persons who are likely to become homeless under the City’s Fair Housing Program which is administered by the City’s Fair Housing consultant. During FY 2023-2024, 192 low and moderated income families were served under the Fair Housing Program, 53 families of the Fair Housing clients were referred to Section 8 assistance to help avoid becoming homeless. The City also partners with PATH (People Assisting the Homeless) and LAHSA for homeless prevention services.

Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
Chronically homeless persons require rehabilitation services, employment training and placement, health services, and case management services to move from homelessness to transitional housing, and then to supportive/permanent housing. The CoC Strategy coordinated by LAHSA offers a full range of services and facilities. The City supports LAHSA’s strategy for constructing housing facilities that help transition chronically homeless persons to a stable housing situation and receive supportive services that would improve their employment skills. LAHSA’s main goals include Housing First (permanent supportive CAPER 11
OMB Control No: 2506-0117 (exp. 06/30/2021)
housing), Housing Plus (wraparound services and support), Homeless Prevention, Enhanced Data Collection, and Securing Mainstream Resources. The Homeless Services Deputy and Homeless Services Liaison refer and connect homeless individuals to the agency that best suits their housing and health needs. Agencies focus on decreasing the barriers to housing and include:
 Providing Basic Needs such as: clothing, hygiene products and showers and transportation.  Assistance obtaining documents necessary for housing i.e. social security card, picture identification, DD214, proof of income, disability verification etc.  Emergency and temporary housing via SPA 7 facilities and motel placements.  Liaison and referral to subsidy providers that include: Los Angeles Homeless Services Authority, Veteran’s Administration, Department of Mental Health and non-profit providers like PATH Ventures.
 Access to medical and mental health, substance addiction treatment services, and primary care home establishment i.e. Department of Mental Health, Veterans Administration, and federally qualified health centers located in the SPA.
 Benefit establishment assistance for General Relief, Social Security programs, Temporary Assistance to Needy Families, and Veteran’s Administration.  Referral to employment and education services i.e. Goodwill Industries and local centers of the Workforce Investment Board.
 Housing location and re-location and rapid re-housing assistance.

Once a person is permanently housed, support services can continue until the individual can successfully maintain housing:
 Household set up assistance
 Case management, including prevention assistance to maintain housing  Home visits
 Linkage to mainstream support services
The City of Lakewood has secured 28 shelter beds for Lakewood residents experiencing homelessness, provided seven hotel vouchers and secured permanent housing for two Lakewood residents.

CAPER 12
OMB Control No: 2506-0117 (exp. 06/30/2021)
CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
There are no public housing developments in the City; therefore, funding for FY 2023-2024 does not apply to this section.

Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
There are no public housing developments in the City; therefore, funding for FY 2023-2024 does not apply to this section.

Actions taken to provide assistance to troubled PHAs
There are no public housing developments in the City; therefore, funding for FY 2023-2024 does not apply to this section.

CAPER 13
OMB Control No: 2506-0117 (exp. 06/30/2021)
CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) The City is committed to addressing the negative effects of public policies over which it has control. In order to promote integration and prevent low income concentrations, the City has designed its affordable housing programs to be available Citywide. This priority also serves to make sure that the City does not have any policies, rules, or regulations that would lead to minority or racial concentrations.

Since 1989, Lakewood has demonstrated a willingness to encourage housing development of all types. It has approved several zone changes to allow the construction of housing including General Commercial (C-4) to Multiple Family Residential (M-F-R) to allow for the building of a 201-unit senior citizen apartment complex in 1989, Light Manufacturing (M-1) to Planned Development Single Family (PDSF), to allow for the building of 184 single family residences in 1994, Open Space (O-S) to MFR, to allow for the building of a 85-unit senior citizen apartment complex in 1996, C-4 to MFR, to allow for the conversion of the Cloud Motel into apartments in 1999, Intermediate Commercial (C-3) to PDSF to all a 20 unit single-family residential project in 2003, C-4 to M-F-R in 2014 to allow an existing apartment complex to expand by adding 22 additional apartments, O-S to M-F-R to allow a three-unit condominium project in 2015, and Code amendments to allow for development of a variety of housing types, including those that benefit low and moderate income people.

The City has worked cooperatively within existing legislatively mandated constraints to develop and encourage public policies that foster affordable housing development and assistance. During FY 2018- 2019, the City amended its zoning ordinance to allow the construction of Accessory Dwelling Units (ADU) on Single-Family Residentially (R-1) zoned properties as mandated by the State of California. During FY 2023-2024 the City approved the construction and finaled the building permits of 104 ADUs within the City of Lakewood.

The City makes an effort to fast track projects and process permits in a timely manner. Review policies have been modified to streamline the planing approval process, such as review for ADUs and other singlefamily addition projects. The City intends to maintain its current posture of openness and willingness to consider new ideas and eliminate any regulatory barriers under its control in the provision of a variety of housing to meet the needs of all income groups.

Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The City promoted its housing and community service programs in all areas of the City to ensure all low and moderate income households received notifications of services provided by the City and to address the continuing needs of the underserved population. The City used the Chamber of Commerce, local newspaper, City newsletter, and community events to promote these services. The City, in conjunction with, the Los Angeles County Housing Authority and the Los Angeles County Community Development Department, provided the following services for low and moderate income Renter Households and CAPER 14
OMB Control No: 2506-0117 (exp. 06/30/2021)
Owner-occupied Households:
 Referrals for mortgage assistance programs
 Coordination with neighborhood networks to elaborate on the needs of the community  Code enforcement
 Home Improvement Programs
 Infrastructure improvements
 Provision of Fair Housing Services
Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) No specific actions concerning lead-based paint was taken for FY 2023-2024. To reduce lead-base paint hazards in Lakewood, the City disseminates information and monitors the lead-poisoning data provided by Los Angeles County. In addition, the City’s Residential Rehabilitation Program provides funding to low and moderate income households in making necessary improvements and correct code violations.

Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) According to the 2012-2016 American Community Survey (ACS) 5-Year Estimates, it is estimated that approximately 12.48% of the City’s population were living below the poverty level. This includes 5.2% in families and 12.1% in female head of household. Lakewood’s rate of poverty is significantly lower, when compared to the 17.8% in Los Angeles County and 15.4% in the nation overall.

The County’s Department of Public and Social Services administers various programs that provide cash aid and other benefits and services to individuals and families in need. These programs are designed to alleviate hardship and promote family health, personal responsibility, and economic independence.

According to the County, the majority of persons who seek these programs are primarily in need of medical assistance and in-home support services.

A fundamental way to reduce poverty is through job creation and enhancement. There are a number of local, state, and federal programs that focus on job creation and retention. The most notable is the State of California’s welfare reform plan, known as CalWORKS. CalWORKS is designed to move welfare recipients from dependency to self-sufficiency through employment, and to divert potential recipients from dependency. Job related education and training are provided through the County of Los Angeles, Department of Public and Social Services, as well as the State of California.

During FY 2023-2024, the City’s Recreation and Community Services Department referred persons to the County anti-poverty programs described above. In addition, the City coordinated efforts with public and private organizations providing economic development and job training opportunities. Some of these are summarized as follows:
 Southeast Los Angeles County Workforce Investment Board  California Trade and Commerce Agency-Team California
CAPER 15
OMB Control No: 2506-0117 (exp. 06/30/2021)
 California Employment Development Department
 Los Angeles County ROP
The City fostered employment growth through the expansion and rehabilitation of commercial centers located throughout the City. The new and improved commercial centers enhance the economic vitality of the City and work to attract and retain employment opportunities for Lakewood’s residents.

Actions taken to develop institutional structure. 91.220(k); 91.320(j) The institutions involved in carrying out the aforesaid Priority actions include the Lakewood Community Development Department, the Housing Authority of the County of Los Angeles, Successor Agency, and private sector owners of rental property. The City, for its part, will promote and encourage fair housing, housing assistance and single-family home rehabilitation through:
 Continued utilization of the services of a Fair Housing Consultant or organization to promote, educate and enforce fair housing in the community.
 Continued use of the Los Angeles County Housing Authority to refer residents who are interested in receiving affordable housing assistance.

Continued use of Successor Agency funds to assist low income homeowners in rehabilitating their homes and in eliminating substandard conditions. The City will continue to encourage the Single Family Residential Rehabilitation Loan and Grant Programs by advertising the programs in a variety of ways.

Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
In FY 2023-2024, the City’s housing programs are limited by resources to Housing Rehabilitation and Fair Housing.

The Single Family Residential Rehabilitation Loan and Fix-Up Paint-Up Grant Program are funded with Housing Successor Agency Loan Payback funds. The Section 8 Housing Program is federally funded and is administered entirely by HACOLA. Lakewood’s Fair Housing Consultant referred 53 residents who are interested in affordable housing to contact HACOLA.

Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) For the fiscal year FY 2023-2024, the City, along with the Fair Housing Consultant, affirmatively furthered fair housing and addressed impediments to fair housing by:

1. Provided Public Education publications in both English and Spanish outlining the objectives and services of the Fair Housing Program. Information was made available at City Hall and was distributed to community organizations.

2. Provided referral assistance to 53 low and moderate income housing consumers, especially those who CAPER 16
OMB Control No: 2506-0117 (exp. 06/30/2021)
are disabled, members of minority groups, the senior popluation, and those who have been unable to find decent, safe, and sanitary housing.

3. Attended monthly SPA 7 meetings to discuss homeless services and resources.

4. Attended quarterly PATH meetings held by the City of Long Beach Homeless Services coordinator.

CAPER 17
OMB Control No: 2506-0117 (exp. 06/30/2021)
CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements
The Consolidated Plan provides the City with a number of benchmarks for measuring its progress toward the five-year goals. The FY 2023-2024 Action Plan is developed with this progress in mind, with quantifiable objectives and measurable outcomes for each of the proposed activities to adequately assess the City’s Housing and Community Development accomplishments.

The City follows the monitoring requirements for the use of federal funds as established by HUD. The Community Development Department tracks the City’s progress in implementing all of the strategies outlined in the Consolidated Plan. The lead person responsible for the Consolidated Plan preparation and yearly reporting is the Housing Specialist, under the supervision of the Neighborhood Preservation Manager and Director of Community Development.

Careful evaluation of the housing and public service delivery system can be the most effective tool in detecting gaps and making appropriate modifications. The City notifies all subrecipients that annual monitoring of their agency’s day-to-day operations will take place to ensure compliance with all CDBG rules and regulations. The City also coordinates with the Fair Housing Organization in the administration of the Fair Housing Program.

The Department’s loan portfolio, including loan administration and servicing functions, is managed and tracked by the Community Development Department. Loans are monitored for compliance and regulatory requirements such as affordability restrictions, occupancy and rent requirements, maintenance requirements, and loan repayments.

In addition to this monitoring, the Community Development Department tracks housing unit production through a housing database, which identifies housing projects from concept to completion. This database provides opportunity for staff to respond to City Council and public inquiries regarding the City’s progress toward its Regional Housing Needs Goals.

In September 2003, HUD issued a notice to all entitlement grantees encouraging the development and use of a local performance measurement system. This performance measurement system has two critical components - productivity and program impact. Productivity reflects the level of efficiency (quantity, quality, and pace) and program impact reflects the desired outcomes in the community or in the lives of persons assisted.

The City’s performance measurement system, as requested by HUD, is modeled from the City of Los Angeles’ Matrix of Goals versus Accomplishments by Priority. The matrix collects an array of data, including priority, activity, funding source and amount spent, strategy, goals, and annual and long-term accomplishments. In addition, a performance indicator for each activity is defined. These performance indicators help the City identify if goals are being met and/or if outcomes are being produced. Generally, CAPER 18
OMB Control No: 2506-0117 (exp. 06/30/2021)
the performance indicators relate to people, housing units, public facilities, and jobs.

The required tracking matrix is attached to the City’s Consolidated Annual Performance Evaluation Report (CAPER). The matrix yields the following outcomes over a five-year period:
 Improved quality of life for CDBG program participants and low and moderate income persons  Maintained current property values
 Increased percentage of housing units that are standard  Increased business sales volume
Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.

On August 22, 2024, a notice was published in the Press Telegram announcing the public hearing before the Lakewood City Council on September 10, 2024 and announced a 15-day public comment period that will conclude on September 10, 2024. Public hearing notices were also posted in three locations within the City.

The Draft CAPER was available for public review at the following locations:
 Lakewood City Hall, Community Development Department, 5050 Clark Avenue, Lakewood, CA 90712
 Lakewood City Hall, City Clerk’s Office, 5050 Clark Avenue, Lakewood, CA 90712  Angelo M. Iacoboni Library, 4990 N. Clark Avenue, Lakewood, CA 90712 The City welcomed any written recommendations, suggestions, or other input. Any opinions or comments related to the CAPER were to be addressed to the following person:

Abel Avalos
Director of Community Development
City of Lakewood
5050 North Clark Avenue
Lakewood, CA 90712
(562) 866-9771 extension 2301
All comments received during the 15-day comment period will be submitted to City Council for consideration and recommendation prior to being submitted to HUD.

No comments were received during the 15-day comment period to City Council for consideration and recommendation.

CAPER 19
OMB Control No: 2506-0117 (exp. 06/30/2021)
CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.

The City of Lakewood will not be changing any of the program objectives as a result of its experiences during FY 2023-2024.

Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
The City of Lakewood does not have any open Brownfields Economic Developmint Initiative grants. [BEDI grantees] Describe accomplishments and program outcomes during the last year.

N/A
CAPER 20
OMB Control No: 2506-0117 (exp. 06/30/2021)
CR-58 – Section 3
Identify the number of individuals assisted and the types of assistance provided Total Labor Hours CDBG HOME ESG HOPWA HTF
Total Number of Activities 0 0 0 0 0
Total Labor Hours
Total Section 3 Worker Hours
Total Targeted Section 3 Worker Hours
Table 8 – Total Labor Hours
CAPER 21
OMB Control No: 2506-0117 (exp. 06/30/2021)
Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA HTF Outreach efforts to generate job applicants who are Public Housing Targeted Workers
Outreach efforts to generate job applicants who are Other Funding Targeted Workers.

Direct, on-the job training (including apprenticeships).

Indirect training such as arranging for, contracting for, or paying tuition for, off-site training.

Technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching).

Outreach efforts to identify and secure bids from Section 3 business concerns.

Technical assistance to help Section 3 business concerns understand and bid on contracts.

Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns.

Provided or connected residents with assistance in seeking employment including: drafting resumes,preparing for interviews, finding job opportunities, connecting residents to job placement services.

Held one or more job fairs.

Provided or connected residents with supportive services that can provide direct services or referrals.

Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation.

Assisted residents with finding child care.

Assisted residents to apply for, or attend community college or a four year educational institution.

Assisted residents to apply for, or attend vocational/technical training.

Assisted residents to obtain financial literacy training and/or coaching.

Bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns.

Provided or connected residents with training on computer use or online technologies.

Promoting the use of a business registry designed to create opportunities for disadvantaged and small businesses.

Outreach, engagement, or referrals with the state one-stop system, as designed in Section 121(e)(2) of the Workforce Innovation and Opportunity Act.

Other.

Table 9 – Qualitative Efforts - Number of Activities by Program Narrative
The City did not fund any activities using CDBG funds requiring Section 3 reporting.

CAPER 22
OMB Control No: 2506-0117 (exp. 06/30/2021)

APPENDIX
 Map of CDBG Eligible Areas
 Map of Public Service Providers
 Homeless Services and Shelters,
Transitional and Permanent Housing
within Lakewood Nearby Cities
 Code Enforcement Summary Report
 PR26 Report
 Published Notice
CAPER 23
OMB Control No: 2506-0117 (exp. 06/30/2021)
CAPER 24
OMB Control No: 2506-0117 (exp. 06/30/2021)
CAPER 25
OMB Control No: 2506-0117 (exp. 06/30/2021)

HOMELESS SERVICES AND SHELTERS, TRANSITIONAL AND PERMANENT

HOUSING WITHIN LAKEWOOD AND NEARBY CITIES
Long Beach Rescue Mission
Long Beach 90813
562-591-1292
Men
Multi-Service Center
Long Beach 90813
562-570-4500
Homeless Outreach Services
Omni Recovery Residence
Long Beach 90805
714-296-4289
Boarding Rooms for Men
Granada Gardens
Long Beach 90815
562-257-5100
Housing Assistance
Salvation Army
Long Beach 90802
562-491-8755
Housing Assistance
Christian Outreach
Long Beach 90813
562-432-1440
Homeless Shelter
Samaritan House
Long Beach 90813
562-591-1292
Transitional Housing
Bakersfield Senior Housing
Long Beach 90815
562-257-5100
Housing Assistance
Tranquility Transitional Living
The Place Between
1372 Gaviota Avenue
Long Beach 90813
Transitional Housing
Women Shelter
Long Beach 90807
562-437-7233
Domestic Violence Shelter for
Women
Mentoring – A Touch From Above
Long Beach
5536 Linden Avenue
Long Beach 90805
Housing Assistance
Rescue Mission – Lydia House
Long Beach 90813
562-570-4500
Services for Women and Children
Catholic Charities Century Villages
At Cabrillo
Long Beach 90810
Multi Service Center –
Homeless Housing services
Su Casa Family Crisis and Support
Center
Long Beach 90808
562-402-4888
Transitional Housing
Substance Abuse Foundation
Long Beach 90804
562-987-5722
Halfway House, Substance Abuse
Treatment
Helping Hands Outreach
5150 Candlewood St, Ste 24A
Lakewood 90712
800-935-6085
Emergency Housing Vouchers,
Section 8
Housing Authority
Long Beach 9082
562-570-6985
Housing Authority, Low Income
Affordable Housing, Public Housing
TLM Properties Shared Homes
1411 E Broadway
Long Beach 90802
562-612-2050
Affordable Housing, shared living
space
Horizon Recuperative Care
10510 S Vermont Avenue
Los Angeles 90044
323-676-1000
Post-hospital care for homeless
and displaced individuals
New Image
4201 Long Beach Blvd Suite 218
Long Beach 90802
323-846-8307
Supportive Services, emergency
shelter individuals and families
The Good Seed Long Beach
Long Beach 90813
323-758-5433
Supportive Housing, service,
street outreach youth drop-in,
case management
Choices Recovery Services
Halfway House
1601 E 10th Street
Long Beach 90813
562-218-3639
Substance Abuse Treatment
CAPER 26
OMB Control No: 2506-0117 (exp. 06/30/2021)
CAPER 27
OMB Control No: 2506-0117 (exp. 06/30/2021)
CAPER 28
OMB Control No: 2506-0117 (exp. 06/30/2021)
CAPER 29
OMB Control No: 2506-0117 (exp. 06/30/2021)
CAPER 30
OMB Control No: 2506-0117 (exp. 06/30/2021)
CAPER 31
OMB Control No: 2506-0117 (exp. 06/30/2021)
CAPER 32
OMB Control No: 2506-0117 (exp. 06/30/2021)
CAPER 33
OMB Control No: 2506-0117 (exp. 06/30/2021)

Lakewood City CouncilSeptember 10, 2024

Lakewood City Council
September 10, 2024