LDM Proposal — Lancaster City Council, August 13, 2024

45111
Chie
Children's Century
of the Antelope Maley
City of Lancaster
Proposal for Professional
Services for the Administration
ASSOCIATES • INT
of HUD and HCD Programs
June 12, 2024

TABLE OF CONTENTS

1. Introductory Letter ................ 1

2. Profile of Organization .... ..3

3. Conflict of Interest Statement . ....3

4. Qualifications and References ...4

5. Proposed Work Plan ..... ....7

6. Project Staffing. ...9

7. Copy of License.. 10

8. Sample Curriculum ..10

9. Cost Proposal ....11

10. Exceptions to Agreement ..13

11. Signature Sheet ...14
Appendices:

Appendix A: Resumes
Appendix B: Organizational Chart
RbM
June 10, 2024
Associates • Inc.

City of Lancaster
Office of the City Clerk
44933 Fern Avenue,
Lancaster, CA 93534
Subject: Request for Proposal No. 821-24
Proposal for Professional Services for the Administration of HUD and HCD Programs
Dear Sir/Madam:

LDM Associates, Inc. (LDM) is pleased to submit a proposal to provide professional services for the administration of the City's U.S. Department of Housing and Urban Development (HUD) and California Housing and Community Development (HCD) Department grants funds. LDM has been providing community development consulting services to cities, counties, and states since 1986. In addition, LDM staff members have been providing technical assistance and training on behalf of HUD to recipients of HUD CPD grant funds since 2001
Our consulting team consists of individuals with an array of expertise in HUD and HCD grant administration, including the services specifically requested by the City. Currently, of the 40 staff members, 22 of the members are knowledgeable and experienced in the administration and implementation of the various HUD CPD and California (HCD) funded programs. Our staff members have been selected by HUD Headquarters to provide CPD recipients throughout the country, with training and technical assistance on various subject matters including, but are not limited to, Assessment to Fair Housing, CDBG, HOME, CDBG-DR, Disaster Recovery Grant Reporting (DRGR), eCon Planning Suite, IDIS, HUD Maps, and Community Project Funding (CPF). Other services that our staff provides to HUD includes staffing the HUD's Ask a Question (AAQ) web portal in many of the grant programs listed above. All of the proposed services will be provided exclusively by LDM staff.

LDM proposes to provide the day-to-day CDBG, HOME, and HCD Cal-Home administrative services as outlined in the Request for Proposal. We anticipate serving as an extension of City staff and would provide flexible scheduling to meet the needs of the City. We will make ourselves available during nonscheduled hours should the need arise. We propose to administer the CDBG, HOME, and HCD- CalHome programs and will make ourselves available to assist on other special one-time HUD programs in compliance with applicable regulations and performance standards. We propose to integrate the use of the Neighborly platform with our proprietary grants management system to efficiently and effectively administer each program and activity. We will utilize HUD's IDIS system to submit the Consolidate Plan, annual Action Plans and CAPER's, as well as to report quarterly on all accomplishments and to complete draws for expenditures made by the City during the program year.

For the development of the Consolidated Plan, we will ensure that the document will be completed in time for approval by the City and submittal to HUD by no later than May 1, 2024. The Consolidated Plan will be developed in accordance with the Code of Federal Regulations, Title 24 Part 91, et. seq., instructions, and guidance published by HUD, and the requirements listed in the RFP. 10722 Arrow Route, Suite 822 = Rancho Cucamonga = California 91730 (909) 476-6006 • Fax (909) 476-6086 The members of the LDM team proposed to provide the professional services are listed in Section 6 of this proposal. The resumes of each individual are provided in Appendix A of the proposal. The team will be led by Rudy Muñoz, who will be the assigned project manager for the contract and will be the City's main point of contact. Information on the Company and the point of contact are provided below.

Legal Name of Business LDM Associates, Inc.

Organizational Structure Corporation, State of California Point of Contact / Company Rudy Munoz, Senior Executive VP Address 10722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
Phone: 909-476-6006 x 103
[email protected]
Time Business in Operation 38 years (est. 1986)
LDM proposes to prepare the HUD documents comprised of the Five-Year Consolidated Plan (including the first year Action Plan), Citizen Participation Plan, Language Assistance Plan, and Language Assessment Plan for a lump sum price of $31,750. The annual development of the Action Plan and CAPER will also be billed on a lump-sum basis as noted in Section 9 of this proposal.

In addition, LDM proposes to bill on a time and material basis, with not to exceed budgets, for the balance of the tasks noted in Request for Proposal. LDMs time will be billed based on the rate schedule provided in this proposal.

We hope this proposal conveys our ability to provide the City with the services outlined in the Request for Proposal. If you have any questions regarding this matter, please do not hesitate to contact me at your convenience.

Respectfully Submitted,
Rudy E. Mañoz
Senior Executive Vice President
Enclosure: Proposal
10722 Arrow Route, Suite 822 Rancho Cucamonga California 91730 • 909) 476-6006 Fax (909) 476-6086 2 - PROFILE OF ORGANIZATION
LDM Associates, Inc. (LDM) provides community development consulting services to cities, counties, states, as well as the U.S. Department of Housing and Urban Development (HUD). The firm was established in 1986 and has undergone steady growth since its inception. LDM is a veteran owned corporation registered in the State of California, while its affiliate MDG Associates, Inc., (MDG) is a registered Minority Business Enterprise (MBE) and a Small Business Enterprise (SBE) with the State of California.

In response to our clients' needs, LDM provides a wide variety of community development consulting services including, but not limited to the administration of HUD Community Planning and Development (CPD) grant funds. These include Community Development Block Grant (CDBG), HOME Investment Partnerships (HOME), and Emergency Solutions Grant (ESG) funds. LDM assists municipal government entities in the design, administration, and day-to-day implementation of their Housing Rehabilitation, Commercial Rehabilitation, Economic Development, and First Time Homebuyer Programs. In addition to grants management, LDM provides labor compliance services for Federal and State (California) funded projects to municipalities.

Our team consists of individuals with an array of expertise in U.S. Department of Housing and Urban Development (HUD) Community Planning and Development (CPD) grants, including the services specifically requested by the City. Currently, LDM has 40 staff members. Twenty-two (22) of the members are knowledgeable and experienced in the administration and implementation of the various HUD CPD Programs. Ten (10) of the members are knowledgeable and experienced in the administration and implementation of HUD and California Housing and Community Development (HCD) funded housing rehabilitation programs. We do not propose utilizing any subconsultants in performing the scope of work outlined in the Request for Proposal. Several LDM staff members work with HUD Headquarters, providing training throughout the country in various subject matters. These include, but are not limited to, Assessment to Fair Housing, CDBG, CDBG-DR, and Disaster Recovery Grant Reporting (DRGR). Other services that our staff provides to HUD includes staffing the HUD's Ask a Question (AAQ) web portal in many of the grant programs listed above. In addition, our staff provides technical assistance (TA) to high-risk grant recipients throughout the country on behalf of HUD.

LDM is a financially sound corporation and does not have, nor has it ever had, any bankruptcy or outstanding claims of any amount for or against the firm. The firm does not have current or prior contact failures, civil or criminal litigation or investigation that involves the firm. The firm does not have any plans to close its office or enter into any mergers that may impede the firm's ability to provide the requested services to the City.

CONFLICT OF INTEREST
LDM covenants that the firm, its officers or employees, or their immediate family, do not have any financial, business, or other relationship with the City of Lancaster that may have an impact on the outcome of the contract. In addition, LDM does not have any clients who may have a financial interest in the outcome of the contract that will follow.

QUALIFICATIONS & REFERENCES
Grants Management
LDM currently provides administration and implementation services for the Community Development Block Grant (CDBG), HOME Investment Partnerships (HOME), Emergency Solutions Grant (ESG), Community Development Block Grant-Disaster Recovery (CDBG-DR), and current one-time HUD grants such as CDBG-CV and ESG-CV under the CARES Act and HOME-ARP under the American Rescue Plan Act. LDM also administers programs and activities funded with these grants.

LDM and its affiliate MDG are currently under direct contract with 30 cities and three (3) counties with HUD CPD funds totaling approximately $80.5 million. Our services include the day-to-day implementation of their CPD grants and programs funded with the aforementioned grant funds. In addition, we provide services to other cities and counties on specific tasks such as IDIS input, subrecipient monitoring, federal labor standards (Davis-Bacon) compliance, monitoring CDBG, HOME and ESG grants, the preparation of HUD Section 108 Loan Guarantee applications, preparation of Consolidated Plans, Annual Action Plans, and Consolidated Annual Performance and Evaluation Reports (CAPER).

Our staff maintains an excellent relationship with the local HUD field offices as well as at the headquarters level (Washington D.C.). Our staff has been providing training to grantees throughout the country on behalf of HUD Headquarters. The training has been in the areas of "Basically CBG," Assessment of Fair Housing (AFH), Disaster Recovery Grant Reporting (DRGR), eCon Planning Suite, CPD Maps, and the Integrated Disbursement Information System (IDIS). Our staff currently assists grantees with regulatory compliance questions through the HUD Resource Exchange Ask a Question (AAQ) portal in the areas of CDBG, HOME DRGR, CDBG-CV, and HOME-ARP. Our staff currently provides technical assistance (TA) to grantees throughout the country on behalf of HUD Headquarters in conjunction with the CPD Programs as well as HUD's reporting systems, the IDIS and DRGR systems.

In the past two years, LDM has assisted more than 15 local jurisdictions to design and implement over $50m of CDBG-CV and ESG-CV resources. Further, LDM has led HUD-funded national technical assistance efforts in both programs. LDM is also a leader in disaster response and recovery technical assistance and is currently supporting the State of California (wildfires) and the Commonwealth of Puerto Rico (hurricanes) to implement their CDBG-DR programs.

Our staff is knowledgeable in several computer programs including all the Microsoft Office software, Microsoft Project, Adobe programs and HUD's online reporting databases. These include the Integrated Disbursement and Information System (IDIS), Disaster Recovery Grant Reporting System (DRGR), Recovery Act Management and Performance System (RAMPS), Performance and Accountability for Grants in Energy System (PAGE), HUD Environmental Review Online System (HEROS), and FederalReporting.gov.

Housing Rehabilitation:

LDM along with its affiliate MDG is currently under contract with 18 cities throughout Southern California for the management and implementation of their housing rehabilitation programs, including single-family detached dwellings, condominium units, and mobile homes. During the last year, the tirm processed and completed the rehabilitation of approximately 300 residential single-family dwellings, condominium units, and mobile homes. The funds utilized for the implementation of the rehabilitation programs included U.S. Department of Housing and Urban Development (HUD) funds such as CDBG and HOME funds as well as California Department of Housing and Community Development (HCD) funds such as State HOME and CalHome funds.

Through the years, LDM has developed program guidelines and systems for several types of programs including, but not limited to, emergency repair programs, rental rehabilitation programs, owner-occupied - single family rehabilitation program, and mobile home repair programs. Our typical scope of work and responsibilities under these programs includes, but is not limited to, the overall administration of the program; reviewing applications for eligibility; preparing the environmental review record and associated clearances; loan underwriting and loan document preparation for loan- based programs; initial, progress, and final inspections; responding to contractor questions during the bidding process; construction management and oversight; reviewing and processing contractor payment requests; and preparing regulatory reports to HUD and HCD on behalf of our clients.

Consolidated Plan / Annual Action Plan
LDM is a recognized national expert and technical assistance providers on the development and submission of the Consolidated Plans. LDM staff have developed and delivered national webinars related to the Consolidated Plan, Annual Action Plan, and CAPER; and created desk guides, factsheets, and other resource materials for recipients of HUD's formula grants subject to the Consolidated Planning requirements of 24 CFR Part 91 and the specific program planning and reporting requirements of CDBG, HOME, HOPWA, and ESG. Our staff has provided Consolidated Plan and eCon Planning Suite training in Spanish on behalf of HUD to the Commonwealth of Puerto Rico. This included the translation of all training materials and presentation documents.

We have collaborated with communities of varying sizes and administrative complexity in all regions of the country. Over the last two (2) consolidated plan cycles, we have completed over 45 Consolidated Plans for grantees and consortia communities. For most of the projects we not only managed the development of the Consolidated Plans and first-year Annual Action Plan for the referenced grantees and consortia, but also produced a document that is aligned with the screens, prompts, and data tables included in the Consolidated Plan template in the eCon Planning Suite (IDIS). Since the launch of the eCon Planning Suite in 2012, our team has trained thousands of individuals on the system and developed its standard resources guides, including the eCon Planning Suite Desk Guide. Between the two firms, we have facilitated over 30 HUD webinar sessions and developed 12 tutorial videos on how to use the eCon Planning Sulte and CPD Maps appllcation; responded to over 9,000 questions submitted through the HUD Exchange Ask A Question help desk for the eCon Planning Suite, and provided direct technical assistance to more than 30 state and local governments with preparing and submitting their Consolidated Plans and Annual Action Plans. As nationally recognized subject matter experts, we know IDIS and the eCon Planning Suite better than anyone else in the country and will leverage this experience to ensure that the City's Consolidated Plan is compliant, complete, and clear to residents and stakeholders.

As the primary authors of the Citizen Participation and Consultation Toolkit and the new Citizen Participation & Equitable Engagement (CPEE) Toolkit for CDBG-DR grantees, we have the experience and knowledge necessary to assist the City in the development of their Citizen Participation Plan and Language Assistance Plan (LAP) and Language Assessment Four Factor Analysis Plan (LEP). Over the last two (2) consolidated plan cycles, we have completed over 45 Citizen Participation Plans, LEPs and LAPs.

References
The following list represents LDM client references for the performance of similar tasks.

Additional references are available upon request.

CLIENT PROJECT DESCRIPTION DURATION
City of Irvine Administered the CDBG, HOME, and ESG Programs; Keri Bullock, Housing Manager Administered the CDBG funded Housing Rehabilitation and Mobilehome Rehabilitation
2001
1 Civic Center Plaza, Programs; Administered the CDBG-CV, HOME-ARP, Irvine, CA 92606 and ESG-CV Programs; Prepared the Five-Year To E-mail: [email protected] Consolidated Plan, Annual Action Plan, CAPER, and Present Phone: (949) 724-6430 Analysis of Impediments to Fair Housing for the past 20 years.

City of Fontana Implemented the CDBG, HOME, and ESG Programs; Implemented the CDBG funded Housing
Valerie Gonzales, Housing Dev. MGR.

Rehabilitation and Lead Hazard Reduction Programs;
8353 Sierra Avenue CalHome Home 2010
Implemented the Mobile
Fontana, CA 92335 to
Rehabilitation Program; Prepared the Five-Year
Present
E-mail: [email protected] Consolidated Plan, Annual Action Plan, CAPER, and Phone: (909) 350-6625 Analysis of Impediments to Fair Housing for the past 15 years.

City of Hawthorne Administered the CDBG & HOME Program; Kimberly Mack, Director of Housing Administered / implemented the CDBG funded Housing Rehabilitation Program; Administered /
4455 West 126th Street Implemented the Commercial Rehabilitation Hawthorne, CA 90250 1996
Program; Administered the CDBG-CV, HOME-ARP,
to
E-mail: [email protected] and ESG-CV Programs; Implemented the Present
Phone: (310) 349-1603 Neighborhood Stabilization Program (NSP); Prepared the Five-Year Consolidated Plans, Annual
Action Plans, CAPERs and Analysis of Impediments
to Fair Housing (Al) for the past 25 years.

City of Rancho Cucamonga
Administered the CDBG Program; Administered the
Flavio Nuñez, Management Analyst Il CDBG funded Housing Rehabilitation and 2020
10500 Civic Center Drive Mobilehome Rehabilitation Programs; Administered the CDBG-CV Program; Prepared the Five-Year to
Rancho Cucamonga, CA 91730
Consolidated Plan, Annual Action Plan, CAPER, and Present E-mail: [email protected] Analysis of Impediments to Fair Housing for the past Phone: (909) 774-4313 20 years.
5 PROPOSED WORK PLAN
Approach
LDM proposes to provide the day-to-day CDBG, HOME, and HCD Cal-Home administrative services as outlined in the Request for Proposal. We anticipate serving as an extension of City staff and would provide flexible scheduling to meet the needs of the City, including modification to this approach when necessary to meet the needs of the City. We will make ourselves available during nonscheduled hours should the need arise by providing staff with our cell phone numbers in addition to our business phone numbers. We will conduct regularly scheduled check-ins with City staff to discuss the progress of the program and issues concerning the program. to ensure that each program and activity fully benefits Lancaster residents and complies with applicable regulations and performance standards.

Methodology for Administration of Grants
LDM proposes to administer the CDBG, HOME, and HCD-CalHome programs and will make ourselves available to assist on other special one-time HUD programs in compliance with all applicable regulations and performance standards using a combination of Microsoft Office applications. Our staff is skilled in the use of these applications. We also propose to integrate the use of the Neighborly platform with our proprietary grants management system to efficiently and effectively administer each program and activity. In addition, we will utilize HUD's IDIS system to submit the Consolidate Plan, annual Action Plans and CAPER's, as well as to report quarterly on all accomplishments and to complete draws for expenditures made by the City during the program year.

While tools, resources, and systems are important, we also understand that the staff members charged with overseeing these programs, the City's subrecipient partners, and residents each play an important role. For that reason, LDM staff makes itself available to the City's subrecipients and other partners throughout each program year, starting with the NOFA process and ending with grant closeout, to ensure each subrecipient or partner receives the information and support they need to stay focused on their mission to serve Irvine residents.

Similarly, we propose to administer the CalHome grant in compliance with all applicable State of California regulations and performance standards and provide technical assistance to the City's rehabilitation consultant to ensure all costs are eligible and reimbursable.

Through the Neighborly system, we will provide the City's representatives with up to the minute eports and dashboards that provide the status of each project, the accomplishments made durin he prior month and year-to-date. The reports will include the programmatic and financial status o each project and note any concerns and how they were addressed.

Methodology for the Development of the Consolidated Plan The Consolidated Plan will be completed in time for approval by the City and submittal to HUD by no later than May 1, 2024. The Consolidated Plan will be developed in accordance with the Code of Federal Regulations, Title 24 Part 91, et. seq., instructions, and guidance published by HUD, and the requirements listed in the RFP. These include but are not limited to:
• Consultation and Public Participation (for both Consolidated Plan and Al). • Develop Draft Consolidated Plan for jurisdiction review and comment. • Optional at additional cost - One-Year Action Plan for 2025-2026 • Develop finial Consolidated Plan (digital, in IDIS, hard copy and PDF format) • Enter Consolidated Plan in IDIS for submittal to HUD. • Respond to comments from HUD on Consolidated Plan.

The following provides the work plan and schedule for the development of the Consolidated Plan.

We proposed submitting the Consolidated Plan to HUD by May 1, 2025.

Day 1-29 Review and make recommendations for revisions for adoption prior to engaging in the Citizen Participation and Consultation Process required to ensure compliance with Part 24 CFR Part 91.

Day 1-75 Collect data, conduct research, and analyze the data to identify housing and community development needs and priorities. Obtain housing and community data for the City from most recent draft or adopted Housing Elements.

Day 30-90 Develop maps using CPD/GIS Maps, including areas of minority/low-income concentration and areas, and other maps to describe the geographic distribution of resources.

Day 90-150 Plan and participate in at least two (2) community meetings where low-and moderate-income residents, community groups, housing advocates, public service agencies and the public are invited to provide input into housing and community development needs and priorities. Develop and solicit input through a Housing and Community Development survey.

Day 120-239 Develop draft Consolidated Plan in the HUD IDIS system to contain the information required in 24 CFR 91, Section 91.205 through 91.230.

Day 240-269 Prepare public hearing documents and public review draft of Consolidated Plan and Annual Action Plan.

Day 270-299 Attend Public Hearing. Enter final documents into the IDIS eCon Planning Suite.

Upon completion of public comment period and public hearings, make final edits to the Consolidated Plans and incorporate any comments received. Provide final copies (5 sets) of the document as required in the RFP. provide a loose copy (for duplication purposes) and digital MS Word version of the document.
6 PROJECT STAFFING
The members of the LD team proposed to provide the professional services listed on the Request for Proposal are provided below in addition to their role in the implementation of the scope of work.

Additional support team members will be available to assist on as needed basis. * Rudy Muñoz - Senior Executive Vice President
Rudy will serve as the project manager for this assignment and will be the City's main point of contact. He will be working on and overseeing the tasks listed in the Request for Proposal. • Daniel Perez - Manager
Daniel will be responsible for the fiscal management tasks associated with all the programs. He will be responsible for fiscal reconciliations, conducting draws, and conducting all programmatic and fiscal monitoring of all programs. Daniel will also assist with the administration of the HOME Program.
• Rudy "Christian" Vargas - Associate
Rudy will assist with all aspects of the CDBG Program administration and will oversee all subrecipients' activities.
• Laurie Baker - Manager
Laurie will assist in the administration of the HOME Program and will provide guidance on the use and documentation of HOME funds to ensure compliance with the Home Regulations. • Emily Vander Does - Director
Emily Vander Does will serve as the Consolidated Plan lead and be responsible for managing the Consolidated Plan process to ensure the project stays on schedule. • David Muñoz - Director
David will be responsible for leading community engagement and stakeholder engagement activities for the Consolidated Plan and will be translating materials and resources into Spanish. • Paul DeManche - Director
Paul will serve as the lead in the development of the Citizen Participation Plan, Language Access Plan, and Language Assessment Four-Factor Analysis.

In the absence (vacation, medical emergency, etc.) of any of the staff members for planned (i.e., vacation) or unplanned reasons (medical emergency), LDM will submit a request to the City for approval of any alternate staff members to be assigned in the absence of the primary staff.

Resumes
The resumes of key staff members proposed are provided in Appendix A to this proposal.

Organization Chart
The organization chart for LD is provided in Appendix B to this proposal.

COPY OF LICENSE
The proposed scope of work as listed in the RFP does not require that the proposed staff possess a license to implement the tasks. However, Rudy Munoz and Laurie Baker are both HUD HOME Certified - Regulations in addition to other certifications (see resumes) that support staff's knowledge and expertise in the subject matter areas associated with the Request for Proposal. Copies of certifications are available upon request.
8 SAMPLE CURRICULUM
LDM staff have prepared and presented curriculum on behalf of the U.S. Department of Housing and Urban Development to a national audience on multiple subject matter areas including CDBG, eCon Planning Suite, Fair Housing and Equal Opportunity (FHEO), Integrated Disbursement and Information Systems (IDIS), Disaster Recovery Grant Reporting (DRGR) system to name a few. The following hyperlinks provide examples of the curriculum prepared and presented to a national audience of 1200 CDBG recipients by LDM staff. The hyperlinks can be found in HUD's website "HUD Exchange" or by selecting the hyperlinks below.
• Basically CDBG
• Basically CDBG Topical Capacity Building
9 COST PROPOSAL
LDM proposes to prepare the U.S. Department of Housing and Urban Development (HUD) documents listed in Table 1: Lump Sum Items and bill each document on a lump sum basis for each as noted.

Table 1: Lump Sum Items
Item Description Lump Sum Fee
Five Year Consolidated Plan (includes Action Plan for year 1) $26,750 Citizen Participation Plan, Language Assistance Plan, and Language Assessment Plan $5,000 Consolidated Plan Documents - Sub Total: $31,750
Annual Action Plan (annual cost starting year 2) $8,500 Consolidated Annual Performance and Evaluation Report (annual cost) $7,250 In addition, LDM proposes to bill on a time and material basis for the effort necessary to complete the balance of the items listed in the Request for Proposal - Scope of work for a not to exceed amount as listed in Table 2 - Time and Material Items. LDM will bill based on the Rate Schedule as listed in Table 3: Rate Schedule. LDMs not-to-exceed price will increase at a rate of 2.5% annually should the City exercise its option to extend the contract.

LDM proposes to utilize a web-based software platform (Neighborly) in conjunction with h LDM's proprietary system and forms in performing the scope of work. The integration of the Neighborly platform with the LDM implementation system offers significant advantages. Centralizing all information related to the programs on a single platform will streamline operations, minimize redundant tasks, and enhance efficiency. We propose to subscribe to three (3) modules (Grants Management, Public Services, Housing Rehabilitation) in conjunction with LDM's proprietary system.

The subscription cost to Neighborly would be billed at cost and would provide the City with two (2) licenses (one full license and one view only license). Additional licenses would be billed at cost.

Table 2: Time and Material Items - Year 1
(not-to-exceed)
Item Description Annual Cost
CDBG and HOME Administration and Implementation $125,000 Administration and Administration of the California HCD Cal-Home Grant $25,000 Reimbursable: Neighborly One-Time System Configuration Fee - 3 modules (Year 1 only) $4,500 Reimbursable: Neighborly Annual Subscription Licenses $10,800 Optional: Neighborlytics - Data Dashboard $1,500
Table 3: Rate Schedule - 5 Year Schedule
(Hourly Rates)
Py** PY PY PY PY
Team Member Title 2024-25 2025-26
2026-27 2027-28 2028-29
President/Sr. Exec. Vice-President $131.00 $134.00 $138.00 $141.00 $145.00 Vice-President $125.00 $128.00 $131.00 $135.00 $138.00
Director $120.00 $123.00 $126.00 $130.00 $134.00
Deputy Director $118.00 $121.00 $124.00 $128.00 $131.00 Manager $115.00 $118.00 $121.00 $124.00 $127.00
Senior Associate $108.00 $111.00 $114.00 $117.00 $120.00 Associate $98.00 $100.00 $103.00 $106.00 $109.00
Senior Analyst $80.00 $82.00 $84.00 $86.00 $89.00
Analyst $75.00 $77.00 $79.00 $81.00 $83.00
Secretary $53.00 $54.00 $56.00 $58.00 $60.00
**Program year is defined as July 1 to June 30 of the following year. 10 EXCEPTIONS TO AGREEMENT
LDM would like to add the following language to the proposal to protect its proprietary systems and documents:

Ownership of Work Product
CONSULTANT will be providing certain proprietary systems, documents, forms, materials, written program guidelines, and policies and procedures (collectively the "Materials") for use by the CITY pursuant to this Agreement. The ownership of all the Materials shall remain exclusively with the CONSULTANT provided, however, that the CITY shall have the right to use the Materials during the term of this Agreement and after the expiration or termination of this Agreement. Nothing herein shall grant the CITY any right, title, or interest in CONSULTANT'S protected Materials, other than as provided herein. At no time during or after the term of this Agreement shall CITY challenge or assist others to challenge the registration thereof or attempt to register any materials that would infringe upon those of CONSULTANT. If requested to do so, and when provided a copy of relevant federal copyright or trademark registration(s), the CITY agrees to legibly and durably affix to such Materials, notices in compliance with applicable copyright and trademark laws, including but not limited to the use of the symbol "©" or similar symbols. The CITY shall use reasonable efforts to notify the CONSULTANT in writing of any actual or potential infringement of the Materials of which the CITY becomes aware. Any new use, modification, or enhancement of the Materials or any variation thereof by CONSULTANT, shall belong exclusively to CONSULTANT.

Other than CONSULTANT'S Materials, all draft and final reports, documents and other written material, and any and all images, ideas, concepts, designs including website designs, source code, object code, electronic data and files or other media whatsoever, created or developed by the CONSULTANT in the pertormance of this Agreement (collectively, "Work Product") shall be considered to be "works made for hire" for the benefit of the CITY. All Work Product and any and all intellectual property rights arising from their creation, including all copyrights and other proprietary rights, shall be and remain the property of CITY without restriction or limitation upon their use, duplication, or dissemination by the CITY upon final payment being made. The CONSULTANT shall not obtain or attempt to obtain copyright protection as to any of the Work Product.

The CONSULTANT hereby assigns to the CITY all rights of ownership to the Work Product, including any and all related intellectual property and proprietary rights that are not otherwise vested in the CITY pursuant to subsection (a) above.
13-

SIGNATURE SHEET
My signature certifies that the proposal as submitted complies with all terms and conditions as set forth in RFP No. 821-24.

My signature certifies that this firm has no business or personal relationships with any other companies or person that could be considered a conflict of interest, or potential conflict of interest to the City of Lancaster, pertaining to any and all work or services to be performed as a result of this request and any resulting Contract with the City.

The CONSULTANT hereby certifies that it has:
• Read each and every clause of this RFP and addenda, including Addendum #_No addendums • Included all costs necessary to complete the specified work in its proposed prices. • Agreed that if it is awarded the Contract, it will make no claim against the City based upon misunderstanding of any provision of the Agreement. Should conditions turn out otherwise than anticipated by it, the CONSULTANT agrees to assume all risks incident thereto.

I hereby certify that I am authorized to sign as a Representative for the Firm:

Name of Firm: LDM Associates, Inc.

Address: 10722 Arrow Rte., Ste 822, Rancho Cucamonga, CA 91730 01-0573106
Federal I.D. No.:

Name (print): Rudy E. Munoz
Name (sign):

Senior Executive Vice President
Title:

Telephone: (909) 476-6006 ext. 103 (909) 476-6086
Fax:

Email: [email protected] 06/10/2024
Date:
*To receive consideration for award, this signature sheet must be returned with the Proposal. 73737
COLOND
APP.

Personnel Resumes
Rudy Munoz serves as President and founder of MDG Associates LLC. Over the past 31 years, he has assisted cities and counties with the design, administration, and implementation of their HUD-funded CPD Programs, including, but not limited to the CDBG, HOME, NSP and CDBG-DR programs. Rudy works with government agencies on the development of implementation strategies and tools that facilitate the management of their programs. He has been involved in HUD Disaster Recovery Programs since the 1994 Northridge Earthquake, where he directed the rehabilitation of over 300 homes for two cities in Los Angeles County. Rudy works as a subcontractor to several national Technical Assistance (TA) providers through HUD's Community RUDY MUŃOZ Compass initiatives. He has provided classroom training on behalf of HUD including President Basically CDBG, Assessment of Fair Housing (AFH), CPD Maps, eCon Planning Suite, and the Disaster Recovery Grant Reporting (DRGR) system. Due to his Spanish fluency, he has also provided all of the aforementioned training in Spanish for the Commonwealth of Puerto Rico and its municipalities.

AREAS OF EXPERTISE
Grants Management
HUD CPD Programs PROJECT SPECIFIC EXPERIENCE
Disaster Recovery Programs
CARES Act State of California - Disaster Recovery and Mitigation Grant Financial Disaster Recovery Grant Management, Data, and Reporting Reporting (DRGR) System
Uniform Administrative Subject Matter Expert - Team Co-lead | November 2019 - June 2022 Requirements-2 CFR Part 200 Rudy is the working group co-lead for the implementation of the 2017, 2018, and 2020 disaster YEARS OF EXPERIENCE recovery and mitigation grants financial management, data, and reporting (FDR) unit of the State of California Housing and Community Development (HCD) Disaster Recovery unit. In go or cal it to gane 39 Years
total, he is working with seven disaster recovery and mitigation grants totaling approximately CERTIFICATIONS/TRAINING $1.5 billion. Building on the basic framework of the CDBG program regulations, CDBG-DR Federal Register Notices, and the 2 CFR Part 200 regulations, Rudy has led the preparation of Certified HOME Program
Regulations financial management policies and procedures, the development of standard operating California General Contractor procedures (SOPs), workflows, forms and documents, checklists, and system tools to assist No. 681042 HCD-DR staff in the fiscal management aspects of the disaster recovery and mitigation grants.

ICBO Earthquake Retrofit - He is assisting in conducting regularly scheduled reconciliations of their labor costs as well as Wood Frame Certification the reconciliation across the three different program level systems (DRGR, Fi$Cal, and Grants Certified Lead Visual Inspector Network) and one project level system (Grants). Rudy also provides technical assistance and EDUCATION training to new staff assigned to the disaster recovery program and regularly provides training for subrecipients in matters related to financial management.

Bachelor of Architecture
California Polytechnic Programs: CDBG-DR | CDBG-MIT | 2 CFR Part 200 University - Pomona
Client: Wendy Nelson, Section Chief - Fiscal Compliance, California HCD

WORK HISTORY
2020 W. El Camino Avenue, Suite 200, Sacramento, CA 95833 LDM Associates, Inc. [email protected] (916) 841-8996 1991 - Present
City of Huntington Park
1988 - 1991
Associates - Inc.

RUDY MUNOZ
President

PROJECT SPECIFIC EXPERIENCE
Rehabilitation Programs (multiple agencies)
Program Manager / President | 1985 - Current
Rudy has provided residential and commercial rehabilitation program administration services to the City of Upland in addition to approximately 40 other grantees / participating jurisdictions in the last 30 years. Rudy's services to Upland have supported improvements to residential and commercial structures in the low-and moderate-income sections of the community. Rudy has designed and implemented housing rehabilitation programs utilizing a variety of grants including, but not limited to, CDBG, HOME, state, and local redevelopment funds that resulted in the rehabilitation of over 1,000 residential dwellings. In addition, he has designed and implemented commercial rehabilitation programs utilizing CDBG and local funds that has resulted in the renovation of over 200 commercial buildings in commercial districts that serve the low- and moderate-income community. In this role, Rudy has developed program guidelines, policies and procedures, implementation forms and documents, and tracking and monitoring systems for these programs. Rudy is currently overseeing MDG program staff implementing these programs in cities across Southern California.

Programs: CDBG | HOME | Housing Rehabilitation | Commercial Rehabilitation Client: Diane Cotto, Development Services Manager, City of Upland 460 N. Euclid Avenue, Upland, CA 91786 [email protected] (909) 931-4146 City of Paramount (plus various other cities), HUD CPD Programs Administration/Housing & Commercial Rehabilitation Administration
Program Manager / President | 2001 - Current
Rudy has provided program administration services to the City of Paramount in addition to 30 other grantees / participating jurisdictions during the last 20 years. Rudy's services to Paramount have supported improvements to a number of community facilities and infrastructure projects in the low- and moderate-income sections of the community. Rudy has designed and implemented a housing rehabilitation program utilizing HOME program funds that resulted in the rehabilitation of over 350 homes.

In addition, he has designed and implemented a commercial rehabilitation program utilizing CDBG funds that has resulted in the renovation of over 60 commercial buildings in the City's core commercial district that serves the low-and moderate-income community. In this role, Rudy has developed program guidelines, supporting forms and documents, and tracking and monitoring systems for all of these programs to ensure compliance with CDBG and HOME regulations. Rudy is currently overseeing MDG program staff implementing these programs in cities across Southern California.

Programs: CDBG | HOME | Housing Rehabilitation | Commercial Rehabilitation Client: John Carver, Community Development Director, City of Paramount 16400 Colorado Avenue, Paramount, CA 91723 [email protected] (562) 220-2048 RUDY MUÑOZ
President

PROJECT SPECIFIC EXPERIENCE
U.S. HUD Technical Assistance - Basically CDBG Training and Online e-Learning Curriculum Subject Matter Expert /Co-Lead Trainer | 2010 - 2021
Rudy was a co-trainer under contract to Enterprise Advisors and ICF for HUD's live in-person Basically CDBG Trainings from 2010 to 2017, which culminated in a recorded session in Atlanta, GA that was subsequently edited and used as part of HUD's Basically CDBG Online e-learning curriculum that is available to the public on the HUDExchange.info website. Rudy also worked with Enterprise and HUD Headquarters staff to produce the Basically CDBG Online e-learning curriculum that is currently posted to the HUDExchange,info website (2019-2020). Specifically, Rudy assisted in writing the content for the topical capacity building modules, made recommendations for edits to the live video recordings and reviewed all content for consistency with current HUD policy and guidance. Rudy assisted in the translation of the Basically CDBG training slide deck and manual into Spanish and provided the training in Spanish for the Commonwealth of Puerto Rico.

Programs: CDBG | Federal Crosscutting
Client: Diane Lobasso, Senior Advisor, HUD Office of DAS for Grants Programs 451 7* St. SW, Washington, D.C., 20410
[email protected] | (202) 402-2191
HUD CPD Program Trainings/Technical Assistance
Subject Matter Expert / Trainer | 2010 - Current
Rudy has provided a number of live in-person trainings on behalf of HUD through multiple service providers such as TDA, Enterprise Advisors, Cloudburst Group, ICF and NALCAB. Rudy has provided in-class training and technical assistance for grantees in two of HUDs reporting systems: the Integrated Disbursement and Information Systems (IDIS), and the Disaster Recovery Grant Reporting System (DRGR). He has assisted HUD Headquarters as a beta tester for the updates to the DRGR system as well as being a drafter/reviewer on the Ask A Question (AAQ) pool. Rudy was also selected as a trainer for the Assessment of Fair Housing (AFH) Final Rule and has also trained Financial Management Systems (2 CFR Part 200 - Uniform Administrative Requirements), eCon Planning Suite (for the development of Consolidated Plans and Action Plans); and CPD Maps. Rudy has provided all of the aforementioned training in English and in Spanish for the Commonwealth of Puerto Rico. In 2020, Rudy presented the CDBG-CV National Objectives training.

Programs: CDBG | Federal Crosscutting | AFH | IDIS | eCon Planning Suite Client: HUD Office for Grants Programs
451 7th St. SW, Washington, D.C., 20410
Diane. [email protected] | (202) 402-2191
Over the past 12 years, Daniel has assisted eight cities with planning, administering, and monitoring housing and community development programs - primarily through HUD CPD grant programs. Daniel focuses on developing and implementing strategies to assist low- and moderate-income people through public services, community infrastructure improvements, and affirmatively furthering fair housing choice.

Areas of specialization include Consolidated Plan and Action Plan development and implementation, Integrated Disbursement and Information System (IDIS) functionality and management, labor standards enforcement, subrecipient management, monitoring, and capacity building, compliance with federal reporting requirements including the DANIEL PEREZ CAPER, and all other aspects of program administration, implementation and Manager compliance. Daniel is a Subject Matter Expert in contract and labor compliance, Davis- Bacon, Minority and Women Owned Business, and Section 3.

AREAS OF EXPERTISE

PROJECT SPECIFIC EXPERIENCE
Grants Management
HUD CPD Programs
Town of Apple Valley, CDBG, HOME, and CDBG-CV Program Administration CARES Act
Contract and Labor Lead Consultant/Senior Associate | November 2015 - Current Compliance Daniel provided program administration services to the Town of Apple Valley and assisted with Disaster Recovery three other cities to evaluate the impact of COVID-19 on housing availability and business YEARS OF EXPERIENCE retention and has assisted these cities to design, implement, and monitor CDBG-CV funded housing and business assistance programs. Daniel helped to program over $35M in CDBG- 14 Years
CV U.S. Treasury resources in the period between July 2020-June 2021. Daniel developed CERTIFICATIONS/TRAINING program guidelines, supporting forms and documents, and tracking and monitoring systems Labor Economics and Business to support rental assistance programs, business grant programs, and microenterprise Finance assistance programs. He guided a team of consultants and staff through the implementation Business Accounting process for each program, including program marketing, intake, income determination, Economic Development verification of no duplication of benefits, non-debarment, fiscal disbursement processing, Certified HCV HQS programmatic verification, program reporting in IDIS, and closeout.

EDUCATION Programs: CDBG | CDBG-CV | U.S. Treasury
B.S. Business Economics - Client: Silvia Urenda, Housing & Comm. Dev. Specialist, Town of Apple Valley Statistical Analysis and
14955 Dale Evans Pkwy, Apple Valley, CA 92307
Forecasting
[email protected] 1 (760) 240-7000 x 7910
University of California Irvine

WORK HISTORY
LDM Associates, Inc
2010 - Present
City of Los Alamitos
2009 - 2009
Associates. Ine

DANIEL PEREZ
Manager

PROJECT SPECIFIC EXPERIENCE
City of Hesperia (plus various other cities), HUD CPD Programs Administration/ Housing Rehab Administration Program Manager / Senior Associate | June 2014 - Current Daniel has provided program administration services to the City of Hesperia. Daniel's services to Hesperia have supported the improvements to a number of community facilities and infrastructure projects in the low-and moderate-income sections of the community. Daniel has assisted in the design and implementation of a housing rehabilitation program utilizing HOME program funds that resulted in the rehabilitation of over 40 homes. In this role, Daniel has developed program guidelines, supporting forms and documents, and tracking and monitoring systems for all programs to ensure compliance with CDBG regulations. Daniel was also responsible for the development and adoption of the City's Five-Year Consolidated Plan, Analysis of Impediments to Fair Housing Choice (AI), Citizen Participation Plan (CPP) and the Limited English Proficiency (LEP) Plan.

Programs: CDBG | CDBG-CV I HOME
Client: Victor Knight, Economic Development Manager, City of Hesperia 9700 Seventh Avenue, Hesperia, CA 92345 | [email protected] (760) 947-1344 City of Lancaster, HUD CPD Administration/Financial Management and Homebuyer Program Design Program Manager / Senior Associate | June 2021 - Current Daniel has provided program administration and financial management services to the City of Lancaster. Daniel's services to Lancaster have supported the improvements to a number of community facilities and infrastructure projects in the low-and moderate- income sections of the community. In this role, Daniel has developed program guidelines, supporting forms and documents, and tracking and monitoring systems for all programs to ensure compliance with CDBG and HOME regulations. Daniel has assisted in the design of a first-time homebuyer program utilizing HOME program funds. The design included the development of program guidelines, supporting forms and documents, and tracking and monitoring systems to support the homebuyer program.

Programs: CDBG | Homebuyer Program Design
Client: Chris Aune, Housing Manager, City of Lancaster
44933 Fern Avenue, Lancaster, CA 93534 | [email protected] | (661) 723-5870 City of Santa Ana, Subrecipient Monitoring
Program Manager / Senior Associate | July 2014 - June 2017 Daniel led a team of MDG staff members tasked with monitoring the City's CDBG, ESG, and Workforce Innovation and Opportunity Act subrecipients each year. The scope of work included risk assessment, contract and performance reviews, development and update of monitoring checklists, facilitation of remote monitoring procedures during COVID-19, entrance conference presentations, review of programmatic and financial documents, exit conference facilitation, preparation or review of monitoring reports, and follow- up on corrective actions to close out each monitoring review. This work also included direct technical assistance on an as-needed basis to improve subrecipient capacity to implement CDBG, ESG, and WIOA activities in compliance with applicable program regulations and the subrecipient agreement. Daniel ensured that the team's approach to each monitoring engagement is to impart knowledge and help subrecipients improve the effectiveness and compliance of their programs.

Programs: CDBG | ESG | Workforce Innovation Opportunity Act Client: Judson Brown, Housing Manager, City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 | [email protected] | (714) 667-2241

DANIEL PEREZ
Manager

PROJECT SPECIFIC EXPERIENCE
Puerto Rico - Disaster Recovery Monitoring and Compliance Technical Assistance Subject Matter Expert - Manager | September 2019 - 2023 Daniel provided monitoring and general disaster recovery grant compliance technical assistance to the Commonwealth of Puerto Rico through the Puerto Rico Department of Housing (PRDOH), on behalf of the $18.4 billion in CDBG-DR and CDBG-MIT funding from HUD in response to the devastation resulting from the 2017 Hurricane Maria. He worked as a sub-consultant to HORNE LLP in assisting the Commonwealth with developing a monitoring strategy, risk analysis, and providing training to the Commonwealth staff on every aspect of monitoring subrecipients and contractors responsible for implementing projects and programs contained in the CDBG-DR and CDBG-MIT Action Plan. Training included onsite and remote training on HUD monitoring exhibits, contractor and subrecipient oversight, 2 CFR 200 and other statutory and regulatory requirements, scheduling and conducting onsite and desktop monitoring events, preparing monitoring reports, and working with monitored entities to resolve open findings. He also assists the Commonwealth with preparing for HUD monitoring events, inclusive of reviewing and assessing existing monitoring processes for the purpose of strengthening oversight of all funded projects and programs, and preparation for HUD monitoring events. He also provided multiple trainings for Commonwealth staff and participated in several onsite and remote contractor, subrecipient and internal training events.

Programs: CDBG-DR | CDBG-MIT | OMB 2 CFR Part 200
Client: Ryan Flanery, Director of CDBG-DR Compliance, HORNE Puerto Rico 269 Avenida Juan Ponce de León, Hato Rey, PR 00917
[email protected] | (727) 510-9588
City of Rancho Cucamonga (plus various other cities), Consolidated Plan and Assessment of Fair Housing
Program Manager - Manager | July 2019 - May 2020
Daniel prepared the Consolidated Plan and Assessment of Fair Housing (AFH) documents for the City of Rancho Cucamonga in addition to various other cities. In the development of the Consolidated Plan and the Assessment of Fair Housing, he used HUD's new planning framework designed to ensure that HUD grantees take meaningful actions, in addition to combating discrimination, that overcome patterns of segregation and foster inclusive communities free from barriers that restrict access to opportunity based on protected characteristics. This work included analyses of fair housing data, assessments of fair housing issues and contributing factors, and an identification of fair housing priorities and goals.

Programs: CDBG | Fair Housing and Equal Opportunity
Client: Flavio Nuñez
City of Rancho Cucamonga, Economic Development Department 10500 Civic Center Drive, Rancho Cucamonga, CA 91730
[email protected] | (909) 774-4313
Rudy provides day-to-day implementation of federal grants with an emphasis on CPD grants, including but not limited to, CDBG and the various CARES Act grants. Rudy provides administration, compliance, and technical assistance at multiple levels of the grant implementation process, including CDBG subrecipient oversight and monitoring, subrecipient application (e.g., NOFA responses) and applicant eligibility reviews, review of subrecipient payment requests and QPRs. He has been responsible for performing applicant eligibility reviews for the State of California's $2.6 Billion COVID-19 Rent Relief Program (RRP) funded by U.S. Treasury. Rudy has also monitored CPD grantees and subrecipients to ensure compliant documents are present in project files; assisted in the RUDY VARGAS development of Consolidated Plans and Annual Action Plans.

Associate

PROJECT SPECIFIC EXPERIENCE

AREAS OF EXPERTISE
California Housing and Community Development Emergency Rental Grants Management
Assistance Program (ERAP)
Case Management
CARES Act Case Manager Team Lead | November 2020 - July 2022 Real Estate Rudy leads one of multiple case management teams for the State of California's $2.4 Billion Emergency Rental Assistance Program funded by U.S. Treasury in response to the COVID-19

YEARS OF EXPERIENCE
pandemic. He oversees up to 10 case management staff responsible for reviewing 5 Years
applications for rental assistance, ensuring all required documentation is collected and CERTIFICATIONS/TRAINING reviewed, and determining eligible assistance amounts. Rudy is responsible for overseeing Licensed Real Estate Agent case manager's productivity, providing technical assistance and support, identifying and License # DRE 02120351 elevating potential instances of fraud, performing QA/QC of application reviews, distributing and enforcing updated policies and procedures, and coordination with other case

EDUCATION
management teams and leadership.

B.S. Business Administration,
Business Finance Programs: U.S. Treasury CARES Act
University of the Potomac
Client: Holly Smith, Senior Manager, HORNE LLP
WORK HISTORY 661 Sunnybrook Rd., Suite 100, Ridgeland, MS 39157 LDM Associates. Inc [email protected] | (601) 326-1168 2019 - Present
Realty One Group City of Rancho Cucamonga, CDBG-CV Program Administration 2020 - Present
Consultant / Associate | October 2020 - Current
Congressional Hispanic
Leadership Institute, Inc. Rudy provided CDBG-CV program underwriting services to the City of Rancho Cucamonga 2016 - 2019 for the COVID Business Assistance Program comprised of a Small Business Assistance as well as a Microenterprise Assistance Program. In addition, he provided similar services to two other cities in Southern California. Rudy worked with local business owners in obtaining the proper documentation and walking applicants through the business underwriting process.

Rudy assisted the Team Lead in processing $1 Million in CDBG-CV resources during the November 2020-October 2021 period. Rudy assisted in the tracking and monitoring systems supporting the Small Business Assistance and Microenterprise Assistance programs. Rudy assisted in program implementation, inclusive of marketing, intake, income determination, verification of no duplication of benefits, non-debarment, fiscal disbursement processing, programmatic verification, and closeout.

Programs: CDBG | CDBG-CV
ADM
Client: Flavio Nuñez, Management Analyst II, City of Rancho Cucamonga 10500 Civic Center Drive, Rancho Cucamonga, CA 91730
[email protected] | (909) 782-5157

RUDY VARGAS
Associate

PROJECT SPECIFIC EXPERIENCE
City of Rancho Cucamonga, CDBG Housing Rehabilitation Program (CDBG) Consultant / Associate | July 2019 - Current
Rudy provides program administration services to the City of Rancho Cucamonga for the implementation of its CDBG funded housing rehabilitation programs. Rudy has assisted in the development of program guidelines, supporting applications, forms, eligibility determination documentation, progress tracking and monitoring systems. Rudy performs program marketing, applicant outreach, applicant intake, applicant eligibility reviews, coordinates contract award and prepares contract and loan/grant documents, processes contractor payments, and tracks program and project budgets.

Programs: CDBG
Client: Flavio Nuñez, Management Analyst II, City of Rancho Cucamonga 10500 Civic Center Drive, Rancho Cucamonga, CA 91730
[email protected] | (909) 782-5157
Clty of Irvine - Irvine Recovery Plan (IRP) Grants Program Implementation Consultant / Associate | January 2020 - Current
Rudy provided program administration and implementation services to the City of Irvine on their Irvine Recovery Plan (IRP) Grant Program. The Program is funded through the American Rescue Plan Act of 2021 (ARPA). The program invested in the Irvine community by funding grants for nonprofit-run programs that provide relief and recovery from the COVID-19 pandemic. Through the Irvine Recovery Plan - Vulnerable Populations and Small Business Assistance Grants Program, the City of Irvine provided two-year grants to local nonprofit organizations that provide services and programs to the Irvine community. Nonprofits proposing community programs and direct financial assistance programs can apply for funds in one of three categories. Rudy worked with the nonprofits in the implementation and administration of the three categories that included 1) Vulnerable Populations Grants that were available for nonprofit organizations to operate programs that serve vulnerable populations; 2) Small Business Assistance Grants that were available for nonprofit organizations to operate small business assistance programs; and 3) Emerging Nonprofits Grants that were available for grants to emerging non-profits to operate programs that serve vulnerable populations or small businesses and receive organizational development support. The program budget totaled $5 Million.

Programs: American Rescue Plan Act of 2021
Client: Lisa Varon, Housing Manager, City of Irvine
1 Civic Center Plaza, Irvine, CA 92606
[email protected] | (949) 724-6612
Laurie was a local government professional working with Federal, State, and local government programs over the last 34 years. She implemented a variety of funding programs to create and expand housing and supportive services programs for low- income families, and improve government infrastructure and not-profit facilities, such as improvements to homeless shelters. She was responsible for reporting to Federal and State Departments, including the submittal of Consolidated Plans, Annual Action Plans, and Analysis of Impediments to Fair Housing Choice to HUD.

Laurie is a strong organizational leader and was responsible for over $94 million in Federal, State, and local funds for a variety of programs in Santa Barbara County. She LAURIE V. BAKER has fostered positive internal and external partnerships, including with local County and Manager City administrators, State program representatives and representatives of Federal Departments of HUD, Treasury, and the Environmental Protection Agency. She is successful in building strong collaborative relationships.

AREAS OF EXPERTISE
Grants Management

PROJECT SPECIFIC EXPERIENCE
HUD CPD Programs
Housing Finance Programs
HUD CPD Program Management
CARES Act - ARPA
Inclusionary Housing Manager | 2013 - 2024
Laurie managed a team responsible for HUD CPD programs, including the Community

YEARS OF EXPERIENCE
Development Block Grant (CDBG) and HOME Investment Partnerships (HOME) programs, as 34 Years well as State NPLH, PLHA, CDBG-DR, CDBG-CV and Federal Treasury and EPA programs.

CERTIFICATIONS/TRAINING Funds were used to support County infrastructure projects and ADA improvements to public Housing Development Finance buildings; improvements to non-profit facilities, such as homeless shelters, development of Professional, NDC affordable housing, homebuyer assistance programs, homeowner rehabilitation, tenant-based rental assistance, and micro-enterprise and small business assistance.

HOME - Regulations
Laurie oversaw the process to update the County's Consolidated Plan, Annual Action Plan,

EDUCATION
and Analysis of Impediments of Fair Housing Choice (collectively Plans) over two 5-year Plan B.S. Organizational Mgmt. cycles. Laurie retained and oversaw the work of consultants to draft the Plans, obtain and Colorado Christian University
analyze data on population, housing cost and housing cost burden, fair housing, and other WORK HISTORY information to assist in identifying County priorities and developing strategic plans for the LDM Associates, Inc. 2015-2019 and 2020-2024 Plan cycles. Laurie directly organized public meetings and 2024 - Present professional consultations for Plan input, created surveys and tabulated data.

County of Santa Barbara Laurie oversaw the County's Inclusionary Housing Program, working with senior staff to ensure 2013-2024
that developers met affordable housing requirements or pay in-lieu fees. Laurie and staff Arapahoe County managed a portfolio of housing created under the ordinance, ensuring compliance with 2011 - 2013
occupancy and rent restrictions for rental units, and occupancy and price restrictions on initial Aurora Housing Authority and future resales of homes.
2009-2011
County of Denver
2000 - 2019
Programs: CDBG | HOME | CDBG-DR | CDBG-CV
Cllent: Joe Dzvonik, Depuly Direclor, Housiny & Cumm. Dev., Sanla Barbara County 123 E. Anapamu St., Suite 202, Santa Barbara, CA 93101
[email protected] | (805) 568-3523
Associates - Inc.

LAURIE V. BAKER
Manager

PROJECT SPECIFIC EXPERIENCE
Emergency Rent and Emergency Business Assistance Programs Program Manager | June 2021 - September 2023
Laurie led efforts to prevent homelessness and business closures by implementing emergency financial assistance programs during the COVID-19 national health emergency. She oversaw the work of subrecipients - County Housing Authority, United Way of Southern Santa Barbara County, and the Santa Barbara Foundation, which prevented evictions of over 4,600 households and assisted over 50 businesses to retain employees.

Programs: CARES Act and American Resue Plan Act
Client: Joe Dzvonik, Deputy Director, Housing & Comm. Dev., Santa Barbara County 123 E. Anapamu St., Suite 202, Santa Barbara, CA 93101
[email protected] | 805) 568-3523
Inclusionary Housing Program - City/County of Denver and Santa Barbara County Project Manager | 2000-2009 and 2013-2024
In Denver, Laurie oversaw homeownership projects from inception through the City's planning process to completion, and managed compliance through the long-term affordability period. Denver had two programs: Developments of 5 or more housing units and large-scale developments, which included the redevelopment of Stapleton International Airport and Lowry Air Force Base. Large- scale developers could meet their inclusionary housing requirements via on-site and off-site developments, and by meeting certain percentage goals. Laurie and staff oversaw the resales of homes under Denver's portfolio, which involved over 17 different resale formulas.

Santa Barbara County also had multiple resale restrictions, including equity sharing and resale formulas. Laurie and staff worked with sellers, buyers, real estate agents, lenders, appraisers, attorneys, and title companies to ensure homes were sold at affordable prices to qualified buyers for the duration of the affordability periods.

Programs: CDBG-CV | ESG-CV
Client: Joe Dzvonik, Deputy Director, Housing & Comm. Dev., Santa Barbara County 123 E. Anapamu St., Suite 202, Santa Barbara, CA 93101
[email protected] | (805) 568-3523
State of California - No Place Like Home Program
Program Manager | 2018 - 2020
Laurie worked with Santa Barbara County's Behavioral Wellness Dept. (BeWell) to collaborate on the implementation of the State NPLH program. She worked with BeWell to solicit and award County NPLH funds to housing development projects that created new housing opportunities for homeless persons with mental health diagnoses. Laurie's housing staff underwrote the projects and BeWell provides ongoing mental health services to persons housed in NPLH units.

Programs: State NPLH Funds
Client: Felicity Gasser, Section Chief, California Department of Housing and Community Development 2020 W. El Camino Avenue, Suite 200, Sacramento, CA 95833 [email protected] (916) 820-1187
LAURIE V. BAKER
Manager

PROJECT SPECIFIC EXPERIENCE
2017 Thomas Fire - Replacement of Affordable Housing
Project Manager | 2020 - 2024
The Escalante Meadows project involves the replacement of 52 public housing units and building 80 new affordable rental units, one Community Center, and associated amenities.

Laurie and her key housing staff worked with State HCD on administering funds allocated to the County from HUD/State Community Development Block Grant - Disaster Recovery - Multi-Family Housing grant. Laurie also collaborated with the City of Santa Barbara to combine City and County CDBG-DR MHP funds toward the development of the Escalante Meadows project in the City of Guadalupe. The project will give preference to families and individuals who lost their homes during the disaster.

Programs: CDBG-DR Multi Family Housing Program
Client: Joe Dzvonik, Deputy Director, Housing & Comm. Dev., Santa Barbara County 123 E. Anapamu St., Suite 202, Santa Barbara, CA 93101
[email protected] | (805) 568-3523
State of California Permanent Local Housing Allocation (PLHA) - Consortlum Project Manager | 2019 - 2024
Laurie was successful in building a collaborative partnership with the Cities of Goleta and Santa Maria to form a PLA Consortium to enhance efforts to fund affordable housing development, homebuyer assistance, homeowner rehabilitation, and homeless programs.

Programs: PLHA Grant Funds
Client: Joe Dzvonik, Deputy Director, Housing & Comm. Dev., Santa Barbara County 123 E. Anapamu St., Suite 202, Santa Barbara, CA 93101
[email protected] | (805) 568-3523
Emily brings a wealth of experience in housing, community, and economic development programs, with a keen understanding of the interdisciplinary nature of the work and the complexity of community.

Her recent endeavors include leading the development of Consolidated Plans and Analysis of Impediments to Fair Housing Choice in 2022 for the Cities of Inglewood, Paramount, and Temecula as well as the development of the City of El Cajon's 2024 Consolidated Plan.

Emily's commitment to community and economic development is exemplified through her diverse range of roles over the past 12 years, from city employee to provider of EMILY
technical assistance and expanded capacity for municipalities and non-profits as a

VANDER DOES
consultant, to volunteer positions on community development and housing and arts and Director
economic development non-profit Boards. In addition to leading MDG's Consolidated Plan development team, she supports the CDBG, HOME, and ESG programs for the AREAS OF EXPERTISE Cities of Fontana and Irvine, California.

Consolidated and Strategic
Planning
Grant Application Preparation PROJECT SPECIFIC EXPERIENCE Data Analysis and Mapping
YEARS OF EXPERIENCE Consolidated Plan Preparation
14 Years Manager | September 2021 - Present
As a project manager, she oversees the comprehensive development of over a dozen

EDUCATION
Consolidated Plans and Analyses of Impediments for "on-cycle" communities with plans due MBA and M.A. Community for 2025-2029, ensuring alignment with local objectives and regulatory requirements. Her Development
proactive approach extends to grant application management, staff supervision, and strategic Clark University
recommendations, fostering collaborative partnerships across sectors to achieve common B. A. Political Science
goals. Over the past fourteen years, Emily has worked on the development of over 60 University of Rhode Island
consolidated plans.

WORK HISTORY
Emily is currently preparing Consolidated Plans for five jurisdictions, including a Consortium LDM Associates, Inc. Consolidated Plan for Apple Valley-Victorville, and completing updates to Language Access 2020 - Present
Plans. She is securing required quantitative and qualitative data from multiple resources, City of Providence. R performing required analyses and assessments, coordinating community engagement and 2016 - 2018
receiving community input through the use of surveys, focus groups, and interviews, and Community Development preparing all required draft and final Consolidated Plan documentation. To enhance the Training Institute Consolidated Plan presentation, she incorporates graphs, maps, and charts that summarize 2010 - 2016
and facilitate the understanding of key data.

Her hands-on experience in grant management and implementation provides valuable insights into effective program delivery, driving the development of strategic plans to maximize impact within communities.

Programs: CDBG | HOME | ESG
Client: Liliana Collins, Development Specialist, City of Victorville 14343 Civic Drive, Victorville, CA 92392
[email protected] | (760) 243-6312
Associates. Inc.

EMILY VANDER DOES
Director

PROJECT SPECIFIC EXPERIENCE
Inclusionary Zoning - Data Analysis
Manager | April 2021
Emily worked with the City of Santa Ana to design and conduct a customized analysis of the local rental market and demographic data including visualization in the form of charts, graphs, and maps to depict the amount and types of affordable housing and income available in the City.

Programs: City Housing Analysis Project
Client: Judson Brown, Housing Division Manager, City of Santa Ana 20 Civic Center Plaza (M-26), Santa Ana, CA 92701
[email protected] 714) 667-2241
City of Fontana, CDBG and CDBG-CV Program Administration Consultant / Associate | November 2020 - Current
Emily provided program administration services to the City of Fontana and assisted with other cities to evaluate the housing availability and business retention impacts of COVID-19; and assisted these cities to design, implement, and monitor CDBG-CV funded housing and business assistance programs. Emily assisted the Team Lead in programing over $35M in CDBG-CV resources during the November 2020-June 2021 period. Emily assisted in the tracking and monitoring systems supporting rental assistance, business grant, and microenterprise assistance programs. She assisted in program implementation, inclusive of marketing, intake, income determination, verification of non-duplication of benefits, non-debarment, fiscal disbursement processing, programmatic verification, program reporting in IDIS, and closeout.

Programs: CDBG | CDBG-CV | U.S. Treasury SLRF
Client: Valerie Gonzales, Housing Development Manager, City of Fontana 8353 Sierra Avenue, Fontana, CA 92335
[email protected] | (909) 350-6625
Homekey 2 Grant Application
Manager | October 2021 - January 2022
Emily worked with the City of Fontana and coordinated with its nonprofit and for-profit partners to structure a mixed income, scattered site, affordable housing project providing temporary housing to chronically homeless, homeless, and those at risk of homelessness, inclusive of supportive services. She prepared the grant application on behalf of the City to the State of California Department of Housing and Community Development Homekey Program, including required development and operating pro-forma, coordination of supportive services and management company documentation and cost estimates, and securing all necessary City approvals and required application supporting documentation; for the objective of securing grant tunding tor project capital and operating financial support.

Programs: State of California HCD - Homekey 2
Client: Valerie Gonzales, Housing Development Manager, City of Fontana 8353 Sierra Avenue, Fontana, CA 92335
[email protected] | (909) 350-6625

EMILY VANDER DOES
Manager

PROJECT SPECIFIC EXPERIENCE
Rent Calculation Tool and Database
Manager | April 2021
Emily worked with the City of Santa Ana to create a database that can automatically calculate the maximum affordable rents that could be charged for the City's deed restricted rental properties on an annual basis.

Programs: Special Project
Client: Judson Brown, Housing Division Manager, City of Santa Ana 20 Civic Center Plaza (M-26), Santa Ana, CA 92701
[email protected] (714) 667-2241
State of California ESG-CV Program Monitoring
Manager | November 2022 to Present
Emily performed programmatic compliance and financial monitoring reviews on five ESG-CV subrecipients.

Emily was part of a team of four staff members tasked with monitoring the five of the State of California ESG-CV subrecipients. The scope of work includes risk assessment, contract and performance reviews, development and update of monitoring checklists, facilitation of remote monitoring procedures during COVID-19, entrance conference presentations, review of programmatic and financial documents, exit conference facilitation, preparation or review of monitoring reports, and follow-up on corrective actions to close out each monitoring review. This work also includes direct technical assistance on an as-needed basis to improve subrecipients capacity to implement the activities in compliance with applicable program regulations and the subrecipient agreement. She ensured that the team's approach to each monitoring engagement is to impart knowledge and help subrecipients improve the effectiveness and compliance of their programs.

Programs: ESG-CV
Client: Erin Rutherford, Lead Grant Administration Specialist, ICF [email protected] (916) 231-9768
David assists cities and counties with the design, administration, implementation, and oversight of housing and community development programs - primarily through HUD CPD Programs. He provided services that include the oversight of subrecipients, contractors, and internal departments to ensure regulatory compliance in their program implementation. He provides training and technical assistance to grantees on behalf of HUD as a national Technical Assistance provider and trainer for the DRGR reporting system including conducting training on the system in Spanish for the Commonwealth of Puerto Rico. He is also a part of the HUD DRGR Ask a Question response team.

Areas of specialization include the review and assessment of a client's programmatic and DAVID MUÑOZ financial systems, preparation of policies and procedures, development of Director implementation tools, forms, and mechanisms to assist the grantee in documenting process and compliance and establishing performance and financial monitoring systems. Plays a pivotal role in collaborating with HUD grantees to develop AREAS OF EXPERTISE comprehensive Five-Year Consolidated Plans and Assessments of Fair Housing, inclusive of the Fair Housing Action Plan, that optimize the use of HUD Community HUD CPD Programs
Planning and Development (CPD) funds.

Grants Management
Financial Management David is bilingual in English and Spanish and has facilitated community meetings and Disaster Recovery Grant led trainings in both languages.

Reporting (DRGR) System

YEARS OF EXPERIENCE

PROJECT SPECIFIC EXPERIENCE
10 Years
EDUCATION State of California - CDBG-CV and ESG-CV Technical Assistance B.A. Politics and International
Affairs Subject Matter Expert - Training Team Lead | March 2021 - Current Wake Forest University David developed training and capacity building materials for units of local government (UGGS) and subrecipients under the State of California's $150 Million Community

WORK HISTORY
Development Block Grant - CV (CDBG-CV) and $315 Million Emergency Solutions Grant - CV LDM Associates, inc. (ESG-CV) programs funded by HUD in response to the COVID-19 pandemic. Training and 2018 - Present
capacity building was provided on the rules, regulations, and requirements of the CDBG-CV Congressional Hispanic
and the ESG-CV programs to State staff as well as subrecipients, and contractors receiving Leadership Institute - Global
Leaders Fellow CDBG-CV and ESG-CV funds. David supported the State in designing tools, templates, and 2018 resource guides to support implementation of the CDBG-CV and ESG-CV programs; and Winston-Salem Poverty provided technical assistance and performed QA/QC of program resources.

Thought Force
2016 - 2017 Programs: CDBG Admin.| HOME Admin. | Housing Rehab Admin. | CDBG-CV | ESG-CV Fundación Chile 21 - Client: Felicity Gasser, Section Chief Research Assistant Intern
California Department of Housing and Community Development 2015
2020 W. El Camino Avenue, Suite 200, Sacramento, CA 95833 LDM Associates, Inc.
2014 - 2018 (part time) [email protected] (916) 820-1187 Associates. Inc.

DAVID MUÑOZ
Director

PROJECT SPECIFIC EXPERIENCE
Puerto Rico - Disaster Recovery Monitoring and Compliance Technical Assistance Subject Matter Expert - Manager | September 2019 - Current David provided monitoring and general disaster recovery grant compliance technical assistance to the Commonwealth of Puerto Rico through the Puerto Rico Department of Housing (PRDOH), on behalf of the $18.4 billion in CDBG-DR and CDBG-MIT funding from HUD in response to the devastation resulting from the 2017 Hurricane Maria. He worked as a sub-consultant to HORNE LLP in assisting the Commonwealth with developing a monitoring strategy, risk analysis, and providing training to the Commonwealth staff on every aspect of monitoring subrecipients and contractors responsible for implementing projects and programs contained in the CDBG-DR and CDBG-MIT Action Plan. Training included onsite and remote training on HUD monitoring exhibits, contractor and subrecipient oversight, 2 CFR 200 and other statutory and regulatory requirements, scheduling and conducting onsite and desktop monitoring events, preparing monitoring reports, and working with monitored entities to resolve open findings. He also assists the Commonwealth with preparing for HUD monitoring events, inclusive of reviewing and assessing existing monitoring processes for the purpose of strengthening oversight of all funded projects and programs, and preparation for HUD monitoring events. He also provided multiple trainings for Commonwealth staff and participated in several onsite and remote contractor, subrecipient and internal training events.

Programs: CDBG-DR | CDBG-MIT | OMB 2 CFR Part 200
Client: Ryan Flanery, Director of CDBG-DR Compliance, HORNE Puerto Rico 269 Avenida Juan Ponce de León, Hato Rey, PR 00917
[email protected] | (727) 510-9588
U.S. Department of Housing and Urban Development - Disaster Recovery Grant Reporting (DRGR) Technical Assistance
Subject Matter Expert - Trainer & TA Provider | May 2018 - Current David was a co-trainer under contract to TDA Inc. for HUD's in-person Disaster Recovery Grant Reporting (DRGR) system trainings including training in Spanish for the Commonwealth of Puerto Rico. In addition, he provided on-line training on the DRGR system to grantees across the country participating remotely. He is a drafter/reviewer on the Ask A Question (AAQ) portal for the DRGR system. In addition, he assisted in the development of the DRGR User Manual reflecting the updates performed to the reporting system through release 8.0.

Programs: DRGR Reporting System
Client: Steven D. Edwards, CPD Specialist, HUD
451 7th Street SW, Washington, D.C., 20410
[email protected] | (803) 765-5292
DAVID MUÑOZ
Director

PROJECT SPECIFIC EXPERIENCE
City of Hawthorne (plus various other cities), HUD CPD Programs Administration/ Housing & Commercial Rehab Administration
Program Manager - Manager | June 2018 - Current
David has provided program administration services to the City of Hawthorne in addition to multiple other grantees / participating jurisdictions. His services have supported improvements to a number of community facilities and infrastructure projects in the low- and moderate-income sections of the community. He has assisted in the implementation of a housing rehabilitation program utilizing HOME program funds that resulted in the rehabilitation of over 60 homes. In addition, he has designed and assisted in the implementation of a commercial rehabilitation program in the City's core commercial district serving the low-and moderate-income community. In this role, he has developed program guidelines, supporting forms and documents, and tracking and monitoring systems for all programs to ensure compliance with CDBG and HOME regulations. David is also currently overseeing MDG program staff implementing these programs in cities across Southern California.

Programs: CDBG HOME Housing Rehabilitation | Commercial Rehabilitation | CDBG-CV | HOME ARP Client: Kimberly Mack, Director of Housing, City of Hawthorne 4455 West 126h Street, Hawthorne, CA 90250
[email protected] | (310) 349-1603
City of Rancho Cucamonga (plus various other cities), Consolidated Plan and Assessment of Fair Housing Program Manager - Manager | July 2019 - May 2020
David prepared the Consolidated Plan and Assessment of Fair Housing (AFH) documents for the City of Rancho Cucamonga in addition to various other cities. In the development of the Consolidated Plan and the Assessment of Fair Housing, he used HUD's new planning framework designed to ensure that HUD grantees take meaningful actions, in addition to combating discrimination, that overcome patterns of segregation and foster inclusive communities free from barriers that restrict access to opportunity based on protected characteristics. This work included analyses of fair housing data, assessments of fair housing issues and contributing factors, and an identification of fair housing priorities and goals.

His active participation in structuring and conducting community meetings and stakeholder focus groups for both documents underscored his commitment to inclusive engagement, ensuring that diverse perspectives from low- and moderate-income residents and members of protected classes were incorporated into planning efforts. Concurrent with this engagement strategy, he developed and prepared outreach materials such as notices, flyers, social media campaigns, and presentations in English and Spanish.

Through his proficiency in data analytics the foundation for preparation of the AFH and Consolidated Plan was established, by providing invaluable insights into community conditions and needs, thereby facilitating informed decision-making throughout the resource programming and approval processes. Furthermore, he supported the City by crafting strategic investment strategies that address the community's highest priority needs.

Programs: CDBG | Fair Housing and Equal Opportunity
Client: Flavio Nuñez
City of Rancho Cucamonga, Economic Development Department 10500 Civic Center Drive, Rancho Cucamonga, CA 91730
[email protected] | (909) 774-4313
Paul brings over a decade of experience in urban planning and community development, collaborating with non-profit organizations, academic institutions, and public sector agencies to effect meaningful change. His multifaceted skill set encompasses grant and project management, data analysis and GIS mapping, fair housing education and planning, and affordable housing policy and program development.

A staunch advocate for fair housing, he has provided HUD-approved training to local governments and public housing agencies across the U.S., emphasizing the importance of data-driven planning in addressing systemic barriers. His expertise encompasses the development of multiple Assessment of Fair Housing. His expertise in community PAUL DeMANCHE engagement and participation, combined with his skill in translating stakeholder input Director into meaningful and actionable solutions, greatly facilitates the decision making and resource allocation process. His expertise in managing private foundation and federal government grants, including a multi-year HUD Fair Housing Initiatives Grant, AREAS OF EXPERTISE underscores his commitment to advancing equitable community development.

Fair Housing
HUD CPD Programs

PROJECT SPECIFIC EXPERIENCE
Data Analysis and Mapping
Grant Management
Assessment of Fair Housing Development

YEARS OF EXPERIENCE
Program Manager / Subject Matter Expert | 2021 - Present 9 Years
Paul completed the data analysis and mapping components of the Assessments of Fair EDUCATION Housing (AFH) for multiple California cities, including recently completed AFHs for Temecula, Master's in City Planning Paramount, Apple Valley, and Victorville, inclusive of the identification of fair housing concerns.

Massachusetts Institute of Resources and data sources utilized include the HUD Affirmatively Furthering Fair Housing Technology Tool, U.S. Census Bureau data, Bureau of Labor Statistics data, and California Environmental Bachelor of Arts - International Protection Agency data.

Development
He has been instrumental in developing Analysis of Impediments and Assessment of Fair McGill University
Housing documents that led to meaningful change in the ways some communities prioritized

WORK HISTORY
investment of HUD Community Planning and Development (CPD) resources. His bilingual LDM Associates, Inc. proficiency in English and Spanish further enhances his ability to engage diverse stakeholders 2021 - Present and foster inclusive decision-making processes.

Neighborhood Housing
Services of San Antonio. Inc. Programs: CDBG Admin. | CARES Act 2020 - 2021
Client: Brandon Rabidou, Senior Management Analyst, City of Temecula Independent Consultant 41000 Main Street, Temecula, CA 92590 2018 - 2020
[email protected] | (951) 506-5142
National Association for Latino
Community Asset Builders
2015 - 2018 Assessment of Fair Housing Training
Neighborhoods Partnership
Trainer | 2016
Network
2014 Paul provided HUD-approved training to local governments and public housing agencies across the U.S. on fair housing planning processes required by the 2015 Affirmatively Furthering Fair Housing Rule; requiring participants to determine whether policies, practices, programs, and activities restrict fair housing choice and access to opportunity, assess factors contributing to these barriers, and develop a plan for addressing restrictions. The training specifically focused on data and mapping tools developed by HUD to facilitate data-driven planning.

Programs: HUD Affirmatively Furthering Fair Housing
Associates. Inc Client: Levar Martin, Chief Program Officer, NALCAB 5404 Wurzbach Rd., San Antonio, TX 78238
[email protected] | (210) 775-6054
PAUL DeMANCHE
Director

PROJECT SPECIFIC EXPERIENCE
HUD Fair Housing Initiatives Grant
Project Manager | 2015 - 2017
Paul managed a HUD funded national outreach and education campaign to inform the public about fair housing protections afforded under the law, specifically regarding an individual's national origin. The project involved two national organizations and local organizations in 10 markets. The outreach and education efforts included print media, radio, television advertising, online news sources and blogs, municipal housing agencies, credit unions, national real estate industry organizations, social media, and grassroots campaigns with local partners.

Programs: HUD Affirmatively Furthering Fair Housing
Client: Levar Martin, Chief Program Officer, National Association for Latino Community Asset Builders 5404 Wurzbach Rd., San Antonio, TX 78238
[email protected] | (210) 775-6054
Los Angeles County Development Authority, Social Justice & Equity Consulting Services Consultant March 2020 - Present
The LACDA contracted with Marquez Community Strategy, Inc. to evaluate their lead mitigation and fair housing programs to ensure that social and environmental justice issues are addressed, and equity-based decision-making is practiced. As a subcontractor to Marquez Community Strategy, Paul analyzed program-related documents and relevant regulations and laws; conducted research on best practices for small business and workforce development; coordinated the design of a pilot small business incubator and workforce development program; and drafted memos identifying the findings and recommendations from the analysis, research, and program design processes.

Programs: CDBG | CARES Act
Client: Mercedes Marquez, President, Marquez Community Strategy, Inc. [email protected]
State of California Strategic Growth Council
Consultant | June 2023 - Present
Paul was integral to the development of financial management and procurement policies and procedures in conjunction with the preparation of systems and tools to support these functions for the Community Resilience Centers (CRC) program. Due to the successful nature of these strategies, his role extended to replicating these efforts for the Transformative Climate Communities (TCC) and the Affordable Housing and Sustainable Communities (AHSC) programs, thereby establishing a standardized approach to grant management across diverse portfolio initiatives.

Programs: CRC | TCC| AHSC
Client: Nathan Cataline, Director of Community Planning and Resilience, Civix 3300 West Esplanade Avenue, Suite 400, Metairie, LA 70002 [email protected] | (504) 304-0687
PAUL DeMANCHE
Director

PROJECT SPECIFIC EXPERIENCE
California Department of Housing and Community Development ESG-CV Monitoring Consultant / Subject Matter Expert | 11/2022 - 3/2024
Paul was part of a team of four staff members tasked with monitoring the five of the State of California ESG-CV subrecipients. The scope of work includes risk assessment, contract and performance reviews, development and update of monitoring checklists, facilitation of remote monitoring procedures during COVID-19, entrance conference presentations, review of programmatic and financial documents, exit conference facilitation, preparation or review of monitoring reports, and follow-up on corrective actions to close out each monitoring review. This work also includes direct technical assistance on an as-needed basis to improve subrecipients capacity to implement the activities in compliance with applicable program regulations and the subrecipient agreement. She ensured that the team's approach to each monitoring engagement is to impart knowledge and help subrecipients improve the effectiveness and compliance of their programs.

Programs: ESG-CV
Client: Felicity Gasser, Section Chief
California Department of Housing and Community Development 2020 W. El Camino Avenue, Suite 200, Sacramento, CA 95833 [email protected] 916) 820-1187

ORGANIZATION CHART
Associales - Inc.

President - CEO
David D. Meyer
Executive-Vice President Special Projects
Rudy Muñoz Robert Kishita - V.P.

IT Division
Chief Financial Officer
IT Manager
IT Associate Guadalupe Muñoz
Sr. Vice-President
Administration Division
Clint Whited - Sr. VP
Accountant
Finance Analyst
Secretary
Grants Management Grants Management
Local National Rehab/Const Management
David Muñoz Chris Andrews
Juan Rios
Grants Management Housing and Const.

National TA Staff Management Staff
Director (6) Director (1)
Manager (5) Manager (2)
Senior Associate (3) Senior Associate (2)
Associate (3) Associate (2)
Project Analyst (1) Sr. Project Analyst (1)

Lancaster City CouncilAugust 13, 2024

Lancaster City Council
August 13, 2024