Lancaster City Council
May 13, 2025

1 CITY OF LANCASTER
REQUEST FOR PROPOSAL 784-23 (Rebid of 783-23)

PROFESSIONAL SERVICES AGREEMENT

THIS PROFESSIONAL SERVICES AGREEMENT (hereinafter “Agreement”) is made and entered into as of this 29th day of March, 2023, by and between CITY OF LANCASTER, a municipal corporation and Charter City, (hereinafter referred to as “City”) and LDM Associates, Inc., a California Corporation, (hereinafter referred to as “Consultant”). City and Consultant are sometimes hereinafter individually referred to as “Party” and are hereinafter collectively referred to as the “Parties.”

RECITALS

A. City has determined that there is a need for administrative and implementation services for the new Housing Rehabilitation Program.

B. Consultant has submitted to City a proposal to provide certain professional services (“Services”) related to the Project, which is attached hereto as Exhibit “A” and incorporated herein (“Scope of Services”) for the Project.

C. Consultant is qualified by virtue of its experience, training, education, reputation, and expertise to provide the Services and agrees to provide the Services pursuant and subject to the terms and conditions of this Agreement.

D. The term (“Term”) of this Agreement is one (1) year with an option to extend the agreement for two (2) one-year extensions, commencing on March 29 th, 2023.

NOW, THEREFORE, in consideration of the promises and mutual obligations, covenants, and conditions contained herein, and other valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows:

1 SERVICES OF CONSULTANT

1.1. Scope of Services. Consultant shall provide the Services described in the Scope of Services, subject to the terms and conditions of this Agreement. Consultant acknowledges that funds awarded to City under the HOME program will be used to pay for the Services. Consultant services are funded by the City of Lancaster’s HOME (CFDA 14.239) grant programs. Contractor agrees to and shall provide the Services in accordance with all appl icable HOME program regulations, including Part 92 of Title 24 of the Code of Federal Regulations. If HOME program funds will be used to fund only a certain portion of the Services, those Services shall be designated or identified on the Scope of Services.

Consultant is subject to the requirements in 24 CFR Part 92 that are applicable to the City, except §92.505 (Uniform Administrative Requirements) and §92.506 (Audit) do not apply, and Consultant cannot assume the participating jurisdiction responsibilities for environmental review, decision making, and action under §92.352. Consultant is responsible for providing services in accordance with 92.350 Other Federal requirements and nondiscrimination,

92.351 Affirmative marketing; minority outreach program; 92.353 Displacement, relocation, and DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 2 acquisition; 92.355 Lead- based paint; and 92.356 Conflict of Interest. If the scope of work includes administration of TBRA or rental housing and City requires Consultant to be responsible for any notice obligations and any obligations under the emergency transfer plan, the VAWA requirements under §92.359 shall apply.

Consultant represents and warrants to City that Consultant is a provider of first - class work and professional services, and that Consultant is experienced in performing the Services contemplated herein and, in light of such status and experience, Consultant covenants that it shall follow the highest professional standards in performing the Services required hereunder. For purposes of this Agreement, the phrase "highest professional standards" shall mean those standards of practice recognized as high quality among well -qualified and experienced professionals performing similar work under similar circumstances.

Project deliverables shall be reviewed and approved by City to determine acceptable completion. City shall have the right to review and inspect the Services during the course of its performance at such times as may be determined by City.

1.2. Contract Documents . This Agreement consists of and incorporates all of the following (which are collectively referred to as the “Contract Documents”) : (1) this Agreement (including all exhibits) ; (2) City’s Request for Proposals; and ( 3) Consultant’s signed, original proposal submitted to City (“Consultant’s Proposal”). All provisions of the Contract Documents shall be binding on the Parties. Should any conflict or inconsistency exist between or among Contract Documents, the conflict or inconsistency shall be resolved by applying the provisions in the highest priority document, which shall be determined in the following order of priority: (1st) the provisions of the Scope of Services; (2nd) the provisions of City’s Request for Proposal; (3rd) the provisions of this Agreement; and, (4th) the provisions of Consultant’s Proposal.

1.3. Compliance with Law. Consultant represents and warrants to City that all Services rendered hereunder shall be performed in accordance with all applicable federal, state, and local laws, statutes, and ordinances and all lawful orders, rules, and regulations promulgated thereunder.

1.4. Licenses, Permits, Fees and Assessments. Consultant represents and warrants to City that it has obtained all licenses (including a City Business License), permits, qualifications, and approvals of whatever nature that are legally required to practice its profession and perform the Services required by this Agreement. Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement, any license, permit, qualification, or approval that is legally required for Consultant to perform the Services under this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for Consultant's performance of the Services required by this Agreement, and shall indemnify, defend, and hold harmless City against any such fees, assessments, taxes, penalties, or interest levied, assessed, or imposed against City hereunder.

1.5. Familiarity with Work. Consultant represents and warrants to City that Consultant (a) has thoroughly investigated and considered the Services to be performed, (b) has carefully considered how the Services should be performed, and (c) fully understands the facilities, DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 3 difficulties, and restrictions attending performance of the Services under this Agreement. If the Services involve work upon any site, Consultant represents and warrants to City that Consultant has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of any Services hereunder. Should Consultant discover any latent or unknown conditions that will materially affect the performance of the Services hereunder, Consultant shall immediately inform City of such fact and shall not proceed except at Consultant's risk until written instructions are received from City.

1.6. Care of Work. Consultant shall adopt reasonable methods during the term of the Agreement to furnish continuous protection to any site where the Services are performed and the equipment, materials, papers, documents, plans, studies, and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the Services by City, except such losses or damages as may be caused by City's own negligence.

1.7. Further Responsibilities of Parties. The Parties agree to and shall use reasonable care and diligence to perform their respective obligations under this Agreement. The Parties agree to and shall act in good faith to execute all instruments, prepare all documents, and take all actions as may be reasonably necessary to carry out the purposes of this Agreement.

1.8. Additional Services. City shall have the right at any time during the performance of the Services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to, or deducting from the Scope of Services. No such extra work may be undertaken unless a written order is first given by City to Consultant, incorporating therein any adjustment in (i) the Maximum Contract Amount, as defined below, and/or (ii) the time to perform this Agreement, which adjustments are subject to the written approval of Consultant. Any increase in compensation of up to ten percent (10%) of the Maximum Contract Amount, as set forth in Section 2.1 of this Agreement, may be approved by the City Manager, or his or her designee, as may be needed to perform any extra work. Any increases, occurring either separately or cumulatively which exceed the City Manager’s approval authority must be approved by the Lancaster City Council. It is expressly understood by Consultant that the provisions of this section shall not apply to Services specifically set forth in the Scope of Services or reasonably contemplated therein, regardless of whether the time or materials required to complete any such Services exceeds any time or material amounts or estimates provided therein.

2 COMPENSATION

2.1. Maximum Contract Amount . For the Services rendered pursuant to this Agreement, Consultant shall be compensated by City in accordance with the Schedule of Compensation (“Schedule of Compensation”) , located on page 66 of the Consultant’s Proposal, which is attached hereto as Exhibit “B” and is incorporated herein; provided, however, that the amount paid to Contractor under this Agreement shall not exceed the amount two hundred ten thousand dollars ($210,000.00) ("Maximum Contract Amount"), except as may be provided pursuant to Section 1.8 above. The method of compensation shall be as set forth in the Schedule of Compensation. Compensation for necessary expenditures for reproduction costs, telephone expenses, and transportation expenses must be approved in advance by the Contract Officer DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 4 designated pursuant to Section 4.2 and will only be approved if such expenses are also specified in the Schedule of Compensation. The Maximum Contract Amount shall include the attendance of Consultant at all Project meetings reasonably deemed necessary by City. Consultant shall not be entitled to any increase in the Maximum Contract Amount for attending such meetings. Consultant hereby acknowledges that it accepts the risk that the Services identified in the Scope of Services may be more costly and/or time-consuming than Consultant anticipates, that Consultant shall not be entitled to additional compensation therefore, and that the provisions of Section 1.8 shall not be applicable to the Services identified in the Scope of Services. The Maximum Contract Amount shall be the maximum amount of C ity’s payment obligations under this Agreement. If the Maximum Contract Amount is reached before Consultant’s Services under this Agreement are completed, Consultant shall nevertheless complete the Services without liability on City’s part for further payment.

2.2. Method of Payment. Consultant shall submit to City, in a form approved by the Contract Officer, an invoice for Services rendered prior to the date of the invoice. Such requests shall be based upon the amount and value of the Services performed by Consultant and accompanied by such reporting data including an itemized breakdown of all costs incurred and tasks performed during the period covered by the invoice, as may be required by City. City shall use reasonable efforts to make payments to Consultant within thirty (30) days after receipt of the invoice or a soon thereafter as is reasonably practical. There shall be a maximum of one payment per month.

2.3. Changes in Scope. In the event any change or changes in the Scope of Services is requested by City or Consultant, the Parties shall execute a written amendment to this Agreement setting forth with particularity all terms of such amendment, including, but not limited to, any additional compensation. An amendment shall be entered into: (a) to provide for revisions or modifications to documents or other work product or work when documents or other work product or work is required by the enactment or revision of law subsequent to the preparation of any documents, other work product, or work; and/or (b) to provide for additional services not included in this Agreement or not customarily furnished in accordance with generally accepted practice in Consultant’s profession.

2.4. Appropriations. This Agreement is subject to and contingent upon funds being appropriated therefor by the Lancaster City Council for each fiscal year covered by this Agreement. If such appropriations are not made, this Agreement shall automatically terminate without penalty or any liability whatsoever to City.

3 SCHEDULE OF PERFORMANCE

3.1. Time is of the Essence. Time is of the essence in the performance of this Agreement. The time for completion of the Services to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the Services of this Agreement according to the agreed upon Schedule of Performance described in Section 3.2.

3.2. Schedule of Performance. Consultant shall commence the Services pursuant to this Agreement upon receipt of a written notice to proceed given by City, and shall perform all Services within one (1) year. When requested by Consultant, extensions to the time period(s) DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 5 specified in the Schedule of Performance may be approved in writing by the Contract Officer, but such extensions shall not exceed one hundred eighty (180) days cumulatively; however, City shall not be obligated to grant such an extension.

3.3. Force Majeure. The time period(s) specified in the Schedule of Performance for performance of the Services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of Consultant (financial inability excepted), including, but not limited to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, and/or acts of any governmental agency, including City, if Consultant, within ten (10) days of the commencement of such delay, notifies the City Manager in writing of the causes of the delay. The City Manager shall ascertain the facts and the extent of delay, and extend the time for performing the Services for the period of the enforced delay when and if in the judgment of the City Manager such delay is justified. The City Manager’s determination shall be final and conclusive upon the Parties to this Agreement. In no event shall Consultant be entitled to recover damages against City for any delay in the performance of this Agreement, however caused, Consultant's sole remedy being extension of the Agreement pursuant to this section.

Term. Unless earlier terminated a s provided elsewhere in this Agreement, this Agreement shall commence upon the effective date of this Agreement and continue in full force and effect for one (1) year for Services. The contract may be extended for an additional two (2) one-year terms upon mutual agreement in writing by both parties.

3.4. Termination Prior to Expiration of Term. City may terminate this Agreement in for its convenience at any time, without cause, in whole or in part, upon giving Consultant thirty (30) days written notice. Where termination is due to the fault of Consultant and constitutes an immediate danger to health, safety, and general welfare, the period of notice shall be such shorter time as may be determined by City. Upon such notice, City shall pay Consultant for Se rvices performed through the date of termination. Upon receipt of such notice, Consultant shall immediately cease all work under this Agreement, unless stated otherwise in the notice or by written authorization of the Contract Officer. After such notice, Consultant shall have no further claims against City under this Agreement. Upon termination of the Agreement under this section, Consultant shall submit to City an invoice for work and Services performed prior to the date of termination. Consultant may terminate this Agreement, with or without cause, upon sixty (60) days written notice to City, except that where termination is due to material default by City, the period of notice may be such shorter time as Consultant may determine.

4 COORDINATION OF WORK

4.1. Representative of Consultant . The following representative of Consultant is hereby designated as being the main point of contact of Consultant authorized to act on its behalf with respect to the Services to be performed under this Agreement and make all decisions in connection therewith: R udy Munoz. It is expressly understood that the experience, knowledge, education, capability, expertise, and reputation of the foregoing representative is a substantial inducement for City to enter into this Agreement. Therefore, the foregoing representative shall be DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 6 responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services performed hereunder. The foregoing representative may not be changed by Consultant without prior written approval of the Contract Officer.

4.2. Contract Officer. The “Contract Officer ” shall be such person as may be designated by the City Manager, and is subject to change by the Housing Manager. It shall be the Consultant's responsibility to ensure that the Contract Officer is kept fully informed of the progress of the performance of the Services, and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority to sign all documents on behalf of City required hereunder to carry out the terms of this Agreement.

4.3. Prohibition Against Subcontracting or Assignments . The experience, knowledge, capability, expertise, and reputation of Consultant, its principals and employees, were a substantial inducement for City to enter into this Agreement. Therefore, Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, voluntarily or by operation of law, without the prior written consent of City. Consultant shall not contract with any other entity to perform the Services required under this Agreement without the prior written consent of City. If Consultant is permitted to subcontract any part of this Agreement by City, Consultant shall be responsible to City for the acts and omissions of its subcontractor(s) in the same manner as it is for persons directly employed. Nothing contained in this Agreement shall create any contractual relationships between any subcontractor and City. All persons engaged in the Scope of Services will be considered employees of Consultant. City will deal directly with and will make all payments to Consultant. In addition, neither this Agreement nor any interest herein may be transferred, a ssigned, conveyed, hypothecated, or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written consent of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release Consultant or any surety of Consultant from any liability hereunder without the express written consent of City.

4.4. Independent Contractor.

A. The legal relationship between the Parties is that of an independent contractor, and nothing herein shall be deemed to make Consultant a City employee. During the performance of this Agreement, Consultant and its officers, employees, and agents shall act in an independent capacity and shall not act as City officers or employees. The personnel performing the Services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of its officers, employees, or agents, except as set forth in this Agreement. Consultant, its officers, employees, or agents shall not maintain an office or any other type of fixed business location at City’s offices. City shall have no voice in the DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 7 selection, discharge, supervision, or control of Consultant’s employees, servants, representatives, or agents, or in fixing their number, compensation, or hours of service. Consultant shall pay all wages, salaries, and other amounts due its employees in connection with this Agreement and shall be responsible for all reports and obligations respecting them, including but not limited to social security income tax withholding, unemployment compensation, workers’ compensation, and other similar matters. City shall not in any way or for any purpose be deemed to be a partner of Consultant in its business or otherwise a joint venturer or a member of any joint enterprise with Consultant.

B. Consultant shall not incur or have the power to incur any debt, obligation, or liability against City, or bind City in any manner.

C. No City benefits shall be available to Consultant, its officers, employees, or agents in connection with any performance under this Agreement. Except for professional fees paid to Consultant as provided for in this Agreement, City shall not pay salaries, wages, or other compensation to Consultant for the performance of the Scope of Services under this Agreement.

City shall not be liable for compensation or indemnification to Consultant, its officers, employees, or agents, for injury or sickness arising out of performing the Scope of Services hereunder.

5 INSURANCE

5.1. Types of Insurance . Consultant shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, the insurance described herein for the duration of this Agreement, including any extension thereof, or as otherwise specified herein, against claims which may arise from or in connection with the performance of the Scope of Services hereunder by Consultant, its agents, representatives, or employees. In the event the City Manager determines that the Scope of Services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Consultant agrees that the minimum limits of the insurance policies may be changed accordingly upon receipt of written notice from the City Manager or his designee.

Consultant shall immediately substitute any insurer whose A.M. Best rating drops below the levels specified herein. Except as otherwise authorized below for professional liability (errors and omissions) insurance, all insurance provided pursuant to this Agreement shall be on an occurrence basis. The minimum amount of insurance required hereunder shall be as follows:

Insurance shall be maintained for the length of the contract with insurers listed “A-, VIII” or better in the Best's Key Rating Guide, for the amounts listed below:

Commercial General Liability
Each Occurrence $1,000,000
Per Project General Aggregate $2,000,000
Including Products/Completed Operations
Including Contractual Liability/Independent Contractors Including Broad Form Property Damage

Commercial Automobile Liability
Combined Single Limit per Accident for Bodily Injury and Property Damage $1,000,000 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 8 Workers Compensation
As Required by the State of California Statutory

Employer's Liability
Each Accident $1,000,000
Bodily Injury by Disease $1,000,000

Professional Liability/Cyber Liability (Errors and Omissions) Each Occurrence $1,000,000
General Aggregate $1,000,000

Coverage needs to be on a per project basis. Not per policy unless waived by Risk Management. Insurance shall be at least as broad as ISO form CG 20 10 11 85 or CG 20 10 07 04 and CG 20 37 07 04 (or equivalent) covering Commercial General Liability.

Commercial Automobile coverage shall be at least as broad as ISO form CA 00 01.

A Waiver of Subrogation must be provided on behalf of the Certificate Holder for the Workers Compensation/Employers Liability policies and must accompany the certificate.

All insurance shall be primary and non- contributory as respects the City insured entities. Any insurance or self -insurance maintained by the City insured entities shall be in excess of the CONSULTANT'S insurance and shall not contribute with it.

List in the "Certificate Holder" section:

The City of Lancaster
44933 Fern Avenue, Lancaster, California 93534.

List in the “Description of Operations” box (unless it fits in the Certificate Holder section):
“The City of Lancaster, its elected officials, officers, employees, and volunteers are included as additional covered parties, but only insofar as the operations under this contract are concerned.”

List in the "Cancellation" section:

Should any of the above descri bed policies be cancelled before the expiration date thereof, the issuing company will mail thirty ( 30) written notice (10 days written notice for non-payment) to the Certificate Holders named to the left.

6 INDEMNIFICATION
To the fullest extent permitted by law, Consultant shall indemnify, defend (at Consultant’s sole cost and expense), protect and hold harmless City and its elected officials, offic ers, employees, agents, attorneys, and volunteers and all other public agencies whose approval of the Project is required, (individually “Indemnified Party”; collectively “Indemnified Parties”) against any and all liabilities, claims, judgments, arbitration awards, settlements, costs, demands, orders, and penalties (collectively “Claims”), including but not limited to Claims arising from injuries or death of persons (Consultant’s employees included) and damage to property, which Claims arise DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 9 out of, pertain to, or are related to the negligence, recklessness, or willful misconduct of Consultant, its agents, employees, or subcontractors, or arise from Consultant’s negligent, reckless, or willful performance of or failure to perform any term, provision, covenant, or condition of this Agreement (“Indemnified Claims”), but Consultant’s liability for Indemnified Claims shall be reduced to the extent such Claims arise from the sole negligence or willful misconduct of City, its elected officials, officers, employees, agents, attorneys and volunteers.

Consultant shall reimburse the Indemnified Parties for any reasonable expenditure, including reasonable attorneys’ fees, expert fees, litigation costs, and expenses that each Indemnified Party may incur by reason of Indemnified Claims. Upon request by an Indemnified Party, Consultant shall defend with legal counsel reasonably acceptable to the Indemnified Party all Claims against the Indemnified Party that may arise out of, pertain to, or relate to Indemnified Claims, whether or not Consultant is named as a party to the Claim proceeding. The determination whether a Claim “may arise out of, pertain to, or relate to Indemnified Claims” shall be based on the allegations made in the Claim and the facts known or subsequently discovered by the Parties.

In the event a final judgment, arbitration award, order, settlement, or other final resolution expressly determines that Claims did not arise out of, pertain to, nor relate to the negligence, recklessness, or willful misconduct of Consultant to any extent, then City shall reimburse Consultant for the reasonable costs of defending the Indemnified Parties against such Claims, except City shall not reimburse Consultant for attorneys’ fees, expert fees, litigation costs, and expenses that were incurred defending Consultant or any parties other than Indemnified Parties against such Claims.

Consultant’s indemnification obligation hereunder shall survive the expiration or earlier termination of this Agreement until all actions against the Indemnified Parties for such matters indemnified hereunder are fully and finally barred by the applicable statute of limitations or, if an action is timely filed, until such action is final. This provision is intended for the benefit of third party Indemnified Parties not otherwise a party to this Agreement.

7 REPORTS AND RECORDS

7.1. Accounting Records . Consultant shall keep complete, accurate, and detailed accounts of all time, costs, expenses, and expenditures pertaining in any way to this Agreement. Consultant shall keep such books and records as shall be necessary to properly perform the Services required by this Agreement and to enable the Contract Officer to evaluate the performance of such Services. The Contract Officer shall have full and free access to such books and records at all reasonable times, including the right to inspect, copy, audit, and make records and transcripts from such records.

7.2. Reports. Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the Services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that City is greatly concerned about the cost of the Services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the Services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 10 shall promptly notify the Contract Officer of such fact, circumstance, technique, or event and the estimated increased or decreased cost related thereto and, if Consultant is provi ding design services, the estimated increased or decreased cost estimate for the project being designed.

7.3. Ownership of Documents . All drawings, specifications, reports, records, documents, memoranda, correspondence, computations, and other materials prepared by Consultant, its employees, subcontractors, and agents in the performance of this Agreement shall be the property of City and shall be promptly delivered to City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership of the documents and materials hereunder. Any use of such completed documents for other projects and/or use of incomplete documents without specific written authorization by the Consultant will be at the City's sole risk and without liability to Consultant, and City shall indemnify the Consultant for all damages resulting therefrom. Consultant may retain copie s of such documents for its own use. Consultant shall have an unrestricted right to use the concepts embodied therein. Consultant shall ensure that all its subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom.

7.4. Release of Documents. All drawings, specifications, reports, records, documents, and other materials prepared by Consultant i n the performance of services under this Agreement shall not be released publicly without the prior written approval of the Contract Officer. All information gained by Consultant in the performance of this Agreement shall be considered confidential and shall not be released by Consultant without City’s prior written authorization.

7.5. Audit and Inspection of Records . After receipt of reasonable notice and during the regular business hours of City, Consultant shall provide City, or other agents of City, such access to Consultant’s books, records, payroll documents, and facilities as City deems necessary to examine, copy, audit, and inspect all accounting books, records, work data, documents, and activities directly related to Consultant’s performance under this Agreement. Consultant shall maintain such books, records, data, and documents in accordance with generally accepted accounting principles and shall clearly identify and make such items readily accessible to such parties during the term of this Agreement and for a period of three (3) years from the date of final payment by City hereunder.

8 ENFORCEMENT OF AGREEMENT

8.1. California Law and Venue. This Agreement shall be construed and interpreted both as to validity and as to performance of the Parties in accordance with the laws of the State of California.

8.2. Interpretation. This Agreement shall be construed as a whole according to its fair language and common meaning to achieve the objectives and purposes of the Parties. The terms of this Agreement are contractual and the result of negotiation between the Parties. Accordingly, any rule of construction of contracts (including, without limitation, California Civil Code Section 1654) that ambiguities are to be construed against the drafting party, shall not be employed in the DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 11 interpretation of this Agreement. The caption headings of the various sections and paragraphs of this Agreement are for convenience and identification purposes only and shall not be deemed to limit, expand, or define the contents of the respective sections or paragraphs.

8.3. Default of Consultant.

A. Consultant’s failure to comply with any provision of this Agreement shall constitute a default.

B. If the City Manager, or his designee, determines that Consultant is in default in the performance of any of the terms or conditions of this Agreement, he/she shall notify Consultant in writing of such default. Consultant shall have ten (10) days, or such longer period as City may designate, to cure the default by rendering satisfactory performance. In the event Consultant fails to cure its default within such period of time, City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice of any remedy to which City may be entitled at law, in equity, or under this Agreement. Consultant shall be liable for any and all reasonable costs incurred by City as a result of such default. Compliance with the provisions of this section shall not constitute a waiver of any City right to take legal action in the event that the dispute is not cured, provided that nothing herein shall limit City’s right to terminate this Agreement without cause pursuant to Section 3.5.

C. If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 8.3. B., take over the Services and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the Services required hereunder exceeds the Maximum Contract Amount (provided that City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Consultant for the purpose of set -off or partial payment of the amounts owed City as previously stated. The withholding or failure to withhold payments to Consultant shall not limit Consultant’s liability for completion of the Services as provided herein.

8.4. Waiver. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the Party against whom enforcement of a waiver is sought. Any waiver by the Parties of any default or breach of any covenant, condition, or term contained in this Agreement, shall not be construed to be a waiver of any subsequent or other default or breach, nor shall failure by the Parties to require exact, full, and complete compliance with any of the covenants, conditions, or terms contained in this Agreement be construed as changing the terms of this Agreement in any manner or preventing the Parties from enforcing the full provisions hereof.

8.5. Rights and Remedies Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the Parties are cumulative and the exercise by either Party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 12 same default or any other default by the other Party.

8.6. Legal Action. In addition to any other rights or remedies, either Party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement.

9 CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION

9.1. Non-liability of City Officers and Employees . No officer or employee of City shall be personally liable to Consultant, or any successor-in-interest, in the event of any default or breach by City or for any amount which may become due to Consultant or to its successor, or for breach of any obligation of the terms of this Agreement.

9.2. Conflict of Interest . No officer or employee of City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which effects his financial interest or the financial interest of any corporation, partnership, or association in which he/she is, directly or indirectly, interested in violation of any state statute or regulation. Consultant represents and warrants that it has not paid or given and will not pay or give any third party any money or other consideration in exchange for obtaining this Agreement.

9.3. Covenant Against Discrimination. In connection with its performance under this Agreement, Consultant shall not discriminate against any employee or applicant for employment because of race, religion, color, sex, age, marital status, ancestry, disability, medical condition, sexual orientation, or national origin. Consultant shall ensure that applicants are employed, and that employees are treated during their employment, without regard to their race, religion, color, sex, age, marital status, ancestry, or national origin. Such actions shall include, but not be limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship.

9.4. Equal Employment Opportunity. Except as otherwise provided under 41 CFR Part 60, all contracts that meet the definition of “federally assisted construction contract” in 41 CFR Part 60-1.3 must include the equal opportunity clause provided under 41 CFR 60- 1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 CFR part 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.”

10 MISCELLANEOUS PROVISIONS

10.1. Patent and Copyright Infringement.

DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 13 A. To the fullest extent permissible under law, and in lieu of any other warranty by City or Consultant against patent or copyright infringement, statutory or otherwise, it is agreed that Consultant shall defend at its expense any claim or suit against City on account of any allegation that any item furnished under this Agreement, or the normal use or sale thereof arising out of the performance of this Agreement, infringes upon any presently existing U.S. letters patent or copyright and Consultant shall pay all costs and damages finally awarded in any such suit or claim, provided that Consultant is promptly notified in writing of the suit or claim and given authority, information and assistance at Consultant’s expense for the defense of same. However, Consultant will not indemnify City if the suit or claim results from: (1) City's alteration of a deliverable, such that City’s alteration of such deliverable created the infringem ent upon any presently existing U.S. letters patent or copyright; or (2) the use of a deliverable in combination with other material not provided by Consultant when it is such use in combination which infringes upon an existing U.S. letters patent or copyright.

B. Consultant shall not be obligated to indemnify City under any settlement made without Consultant’s consent or in the event City fails to cooperate in the defense of any suit or claim, provided, however, that such defense shall be at Consultant’s expense. If the use or sale of such item is enjoined as a result of the suit or claim, Consultant, at no expense to City, shall obtain for City the right to use and sell the item, or shall substitute an equivalent item acceptable to City and extend this patent and copyright indemnity thereto.

10.2. Davis-Bacon Act. When required by Federal program legislation, Contractor shall comply with the Davis -Bacon Act (40 U.S.C. 3141- 3144, and 3146 -3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, Contractors must be required to pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must be required to pay wages not less than once a week. The non- Federal entity must place a copy of the current prevailing wage determination issued by the Department of Labor in each solicitation. The decision to award a contract or subcontract must be conditioned upon the acceptance of the wage determination. City shall report all suspected or reported violations to the HUD. The Contractor shall comply with t he Copeland “Anti-Kickback” Act (40 U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part by Loans or Grants from the United States”). The Act provides that the Contractor shall be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled. City shall report all suspected or reported violations to the HUD.

10.3. Contract Work Hours and Safety Standards Act. Where applicable, contracts in excess of $100,000 that involve the employment of mechanics or laborers shall comply with the provision for compliance with 40 U.S.C. §§ 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. § 3702 of the Act, the C ontractor shall compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 14 compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. § 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence.

10.4. Rights to Inventions Made Under a Contract or Agreement. If the HOME award meets the definition of “funding agreement” under 37 CFR §401.2 (a) and the recipient or subrecipient wishes to enter into a contract with a small business firm or nonprofit organization regarding the substitution of parties, assignment or performance of experimental, developmental, or research work under that “funding agreement,” the recipient or subrecipient must comply with the requirements of 37 CFR Part 401, “Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Ag reements,” and any implementing regulations issued by the awarding agency.

10.5. Clean Air Act and the Federal Water Pollution Control Act . Contracts and subgrants of amounts in excess of $150,000 must contain a provision that requires the non-Federal award to agree to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401- 7671q) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251-1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).

10.6. Debarment and Suspension. A contract award (see 2 CFR § 180.220) must not be made to parties listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR part 1986 Comp., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549.

10.7. Byrd Anti-Lobbying Amendment. Contractors that apply or bid for an award exceeding $100,000 must file the required certification. Each tier certifies to the tier above that it will not and has not used Federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any Federal contract, grant or any other award covered by 31 U.S.C. § 1352. Each tier must also disclose any lobbying with non -Federal funds that takes place in connection with obtaining any Federal award. Such disclosures are forwarded from tier to tier up to the non-Federal award.

10.8. Domestic preferences for procurements.

A. As appropriate and to the extent consistent with law, the non-Federal entity should, to the greatest extent practicable under a Federal award, provide a preference for the purchase, acquisition, or use of goods, produ cts, or materials produced in the United States (including but not limited to iron, aluminum, steel, cement, and other manufactured products). The DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 15 requirements of this section must be included in all subawards including all contracts and purchase orders for work or products under this award.

B. For purposes of this section:
(1) “Produced in the United States” means, for iron and steel products, that all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States.
(2) “Manufactured products” means items and construction materials composed in whole or in part of non-ferrous metals such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such as concrete; glass, includi ng optical fiber; and lumber.

10.9. Notices. All notices or other communications required or permitted hereunder shall be in writing, and shall be personally delivered, sent by pre-paid First Class U.S. Mail, registered or certified mail, postage prepaid, return receipt requested, or delivered or sent by facsimile with attached evidence of completed transmission, and shall be deemed received upon the earlier of (i) the date of delivery to the address of the person to receive such notice i f delivered personally or by messenger or overnight courier; (ii) five (5) business days after the date of posting by the United States Post Office if by mail; or (iii) when sent if given by facsimile. Any notice, request, demand, direction, or other communication sent by facsimile must be confirmed within forty -eight (48) hours by letter mailed or delivered. Other forms of electronic transmission such as e-mails, text messages, and instant messages are not acceptable manners of notice required hereunder. Notices or other communications shall be addressed as follows:

To City: City of Lancaster
Attention: Christopher Aune
44933 Fern Ave
Lancaster, California 93534
Telephone: (661) 723-5870

To Consultant: LDM Associates, Inc.

Attention: Rudy Munoz
10722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
Telephone: (909)476-6006

10.10. Entire Agreement. This Agreement, including all Contract Documents, constitutes the entire agreement between the Parties and supersedes all prior negotiations, arrangements, agreements, representations, and understandings, if any, made by or among the Parties with respect to the subject matter hereof. No amendments or other modifications of this Agreement shall be binding unless executed in writing by both Parties hereto, or their respective successors, assigns, or grantees.

10.11. Severability. Whenever possible, each provision of this Agreement shall be interpreted in such a manner as to be effective and valid under applicable law, but if any provision DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 16 of this Agreement shall be determined to be invalid by a final judgment or decree of a court of competent jurisdiction, such provision shall be ineffective only to the extent of such prohibition or invalidity, without invalidating the reminder of that provision, or the remaining provisions of this Agreement unless the invalid provision is so material that its invalidity deprives either Party of the basic benefit of their bargain or renders this Agreement meaningless.

10.12. Successors in Interest . This Agreement shall be binding upon and inure to the benefit of the Parties’ successors and assignees.

10.13. Third Party Beneficiary. Except as may be expressly provided for herein, nothing contained in this Agreement is intended to confer, nor shall this Agreement be construed as conferring, any rig hts, including, without limitation, any rights as a third -party beneficiary or otherwise, upon any entity or person not a party hereto.

10.14. Recitals. The above- referenced Recitals are hereby incorporated into the Agreement as though fully set forth herein and each Party acknowledge and agree that such Party is bound, for purposes of this Agreement, by the same.

10.15. Corporate Authority. Each of the undersigned represents and warrants that:

A. the Party for which he or she is executing this Agreement is duly authorized and existing,
B. he or she is duly authorized to execute and deliver this Agreement on behalf of the Party for which he or she is signing,
C. by so executing this Agreement, the Party for which he or she is signing is formally bound to the provisions of this Agreement, and
D. the entering into this Agreement does not violate any provision of any other Agreement to which the Party for which he or she is signing is bound.

[SIGNATURES ON FOLLOWING PAGE]
DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

IN WITNESS WHEREOF, the parties hereto have caused this AGREEMENT to be executed and attested by their respective officers thereunto duly authorized.

CITY OF LANCASTER

LANCASTER, CALIFORNIA

By: ______________________________
Jason Caudle, City Manager

Dated: ___________________________

LDM ASSOCIATES, INC.

RANCHO CUCAMONGA, CALIFORNIA

By: ______________________________
R udy Munoz, Senior Executive Vice President

Dated: ___________________________

ATTEST:

Andrea Alexander, City Clerk

APPROVED AS TO FORM:

Allison E. Burns, Esq.

City Attorney

DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 September 11, 2023 | 4:41:40 PM PDT
Risk
Management
Approval
X
September 17, 2023 | 1:22:24 PM PDT
Kathleen Stenback, Deputy City Clerk
DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

STAFF REPORT
City of Lancaster

CC
{{item.num
ber}}

3/28/2023

JC

Date: March 28, 2023

To: Mayor Parris and City Council Members

From: Larissa De La Cruz, Director – Community Development Chenin Dow, Assistant Director - Real Estate & Economic Development Christopher Aune, Housing Manager - Real Estate & Economic Development

Subject: Agreement with LDM Associates, Inc. to A ide in the Administrative and Implementation Services for the Housing Rehabilitation Program

Recommendations:

1. Approve a Professional Services Agreement with LDM Associates, Inc. (LDM) to aide in the Administrative and Implementation Service for the Housing Rehabilitation Program for a period of one (1) year with the option of two (2) one-year extensions.

2. Appropriate $210,000.00 in Community Development Block Grant ( CDBG) funding from Fund Balance account number 361-2900-000 to expenditure account 361-4792-770.

3. Authorize the Executive Director , or his designee, to execute all related documents .

Fiscal Impact:
$210,000.00. The Professional Services Agreement with LDM is an allowable expense for administrative fees as written in the United States Department of Housing and Urban Development (HUD) Guidelines. With these actions, s ufficient funds will be available in Account No. 361- 4792-770.

Background:

The City recognizes the necessity of living in a safe and functional environment. Where possible, the City seeks to assist households in the rehabilitation of their homes. Specifically, this program seeks to assist eligible low-income homeowners with financial assistance to support rehabilitation opportunities. The City of Lancaster is creating a Housing Rehabilitation Program that will include loans and grants for emergency repair, mobile home repair, minor repairs and accessibility needs, major repair, turf replacement, and beautification.

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

The professional services agreement with LDM will allow the City to utilize its services to implement and provide administrative services for the program. Some of LDM’s responsibilities include, but are not limited to, finalizing the program design, marketing and outreach, application intake and management, reporting and monitoring the program data, and attending meetings as required to properly administer the program.

Funding for the proposed agreement, as well as for the program itself, will be sourced from grant funds designed for affordable housing uses such as this.

CA/sm

Attachment:

LDM Associates, Inc. Professional Services Agreement

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/83/73 /70 /66 /73 /69 /70 /67 /88 □ /93 /89 /97 /89 /98 /69 /94 /66 /93 /84 /90 /88 □ /84 /91 /101 /92 /70 /88 □ /72 /73 /74 /75 □ /76 /77 /77 /78 /79 /74 /80 /81 /82 /94 /66 /93 /84 /90 /88 □ /84 /91 /101 /92 /70 /88 □ /72 /73 /74 /75 □ /103 /74 /75 /104 /105 /80 /82 /86 /66 /97 /94 /84 /91 /69 /93 □ /85 /84 /91 /98 /90 /69 □ /90 /84 /97 /84 /67 /89 /92 /67 /66 /85 □ /66 /91 /90 /88
/89 /92 /67 /66 /85/89 /92 /67 /66 /85 □ /66 /91 /90 /88 /91 /66 /91 /10 /66 /95/91 /69 /93
/85 /86 /68 /69 /93 /92 /90 /69 /93/66 /95/91 /69 /93
/89 /91 /88 □ /89 /92 /67 /66
/18 /14 /22 /13 /39 /13 /24 /28 /15 /23 □ /15 /28 /18 /24 /28 /15 /28 /22 /20 /20 □ /40 □ /19
/32/13 /27 /106 /23 /27 /11 □ /26 /13 /39 /29 /23 /19 /11 /18 /22 /28 /13 /19 /18 /19 /16 □ /23 /39 /29 /15 /13 /20 /23 /27 /11 /107 □ /15 /28 /18 /24 /28 /15 /28 /22 /20 /66 /87 /87 /84 /86 /69 /70 /108 /97 /69 /97 /94 /69 /70 □ /69 /102 /86 /90 /92 /93 /69 /93 /109 /34 /39 /51 /55 /53 /51 /44 /41 /49 /57 □ /50 /55 □ /19 /12 /35 /93 /69 /85 /86 /70 /84 /73 /67 /84 /66 /91 □ /66 /87 □ /66 /73 /69 /70 /89 /67 /84 /66 /91 /85 □ /110 /74 /111 /105 /112 /84 /113 □ /114 /74 /104 /100 □ /79 /74 /104 /77 /75 /78 /110 /74 □ /115 /80 /79 /74 /75 /89 /91 /88 □ /73 /70 /66 /73 /70 /84 /69 /67 /66 /70 /108 /73 /89 /70 /67 /91 /69 /70 /108 /69 /102 /69 /86 /92 /67 /84 /96 /69 /83
/83
/83
/69 /9 /90 /9 □ /93 /84 /85 /69 /89 /85 /69 □ /10 □ /73 /66 /90 /84 /86 /88 □ /90 /84 /97 /84 /67 /69 /9 /90 /9 □ /93 /84 /85 /69 /89 /85 /69 □ /10 □ /69 /89 □ /69 /97 /73 /90 /66 /88 /69 /69 /69 /9 /90 /9 □ /69 /89 /86 /68 □ /89 /86 /86 /84 /93 /69 /91 /67 /69 /70
/66 /67 /68 /10
/85 /67 /89 /67 /92 /67 /69
/73 /69 /70
/15 /28 /39 /28 /22 /11/34 /39 /39 /40 /16 /16 /40 /20 /20 /20 /20 /35 /29 /13 /15 /28 /26 /20 □ /23 /30 /29
/34 /39 /39 /40 /16 /16 /40 /20 /20 /20 /20 /35
/29 /13 /15 /28 /26 /20 □ /23 /21 /21
/29 /13 /15 /28 /26 /20 □ /19 /14 /39 /24 /23 /27/22 /20 /29 /23 □ /13 /21 □ /28 /19 /11 /14 /27 /18 /19 /26 /23/15 /22 /27 /28 /19 /11 /27
/16 /23 /11 /26 /27 /28 /29 /22 /28 /13 /19 □ /13 /21 □ /13 /29 /23 /27 /18 /22 /28 /13 /19 /11 □ /40 □ /15 /13 /26 /18 /22 /28 /13 /19 /11 □ /40 □ /25 /23 /12 /28 /26 /15 /23 /11 □ □ /34/18 /26 /13 /27 /16 □ /116 /117 /116 /31 □ /18 /53 /53 /50 /44 /50 /41 /55 /51 /52 □ /27 /47 /58 /51 /49 /118 /54 □ /11 /48 /46 /47 /53 /59 /52 /47 /31 □ /58 /51 /57 □ /61 /47 □ /51 /44 /44 /51/48 /46 /47 /53 □ /50 /45 □ /58 /41 /49 /47 □ /54 /56 /51 /48 /47 □ /50 /54 □ /49 /47 /63 /59 /50 /49 /47 /53 /35 /23 /30 /26 /23 /11 /11 □ /15 /28 /18 /24
/14 /39 /24 /27 /23 /15 /15 /18 □ /15 /28 /18 /24 /83/69 /89 /86 /68 □ /66 /86 /86 /92 /70 /70 /69 /91 /86 /69 /83/89 /98 /98 /70 /69 /98 /89 /67 /69
/83
/66 /86 /86 /92 /70
/86 /90 /89 /84 /97 /85 /10 /97 /89 /93 /69
/93 /69 /93 /70 /69 /67 /69 /91 /67 /84 /66 /91/83
/83/73 /70 /66 /93 /92 /86 /67 /85 □ /10 □ /86 /66 /97 /73 /108 /66 /73 □ /89 /98 /98 /83/98 /69 /91 /69 /70 /89 /90 □ /89 /98 /98 /70 /69 /98 /89 /67 /69 /83/73 /69 /70 /85 /66 /91 /89 /90 □ /119 □ /89 /93 /96 □ /84 /91 /101 /92 /70 /88 /83/97 /69 /93 □ /69 /102 /73 □ /72 /89 /80 /114 □ /105 /80 /74 □ /103 /74 /75 /104 /105 /80 /82 /83/69 /89 /86 /68 □ /66 /86 /86 /92 /70 /70 /69 /91 /86 /69 /93 /89 /97 /89 /98 /69 □ /67 /66 □ /70 /69 /91 /67 /69 /93 /83/73 /70 /69 /97 /84 /85 /69 /85 □ /72 /69 /76 □ /105 /77 /77 /115 /75 /75 /74 /80 /77 /74 /82 /26 /13 /39 /39 /23 /27 /26 /28 /18 /15 □ /36 /23 /19 /23 /27 /18 /15 □ /15 /28 /18 /24 /28 /15 /28 /22 /20 /86 /90 /89 /84 /97 /85 /10 /97 /89 /93 /69 /66 /86 /86 /92 /70 /98 /69 /91 /120 /90 □ /89 /98 /98 /70 /69 /98 /89 /67 /69 □ /90 /84 /97 /84 /67 □ /89 /73 /73 /90 /84 /69 /85 □ /73 /69 /70 /71 /73 /66 /90 /84 /86 /88/73 /70 /66 /10
/101 /69 /86 /67/90 /66 /86
/26 /23 /27 /22 /28 /21 /28 /26 /18 /22 /23 □ /13 /21 □ /15 /28 /18 /24 /28 /15 /28 /22 /20 □ /28 /19 /11 /14 /27 /18 /19 /26 /23 /16 /18 /22 /23 □ /34 /39 /39 /40 /16 /16 /40 /20 /20 /20 /20 /35 /26 /18 /19 /26 /23 /15 /15 /18 /22 /28 /13 /19
/18 /14 /22 /12 /13 /27 /28 /65 /23 /16 □ /27 /23 /29 /27 /23 /11 /23 /19 /22 /18 /22 /28 /25 /23 /18 /26 /13 /27 /16 □ /121 /122 □ /34 /121 /117 /116 /123 /40 /117 /124 /35 /125 □ /116 /126 /127 /127 /42 /121 /117 /116 /122 □ /18 /26 /13 /27 /16 □ /26 /13 /27 /29 /13 /27 /18 /22 /28 /13 /19 /33 □ □ /18 /52 /52 □ /49 /50 /64 /46 /44 /54 □ /49 /47 /54 /47 /49 /60 /47 /53/33 /26 /23 /27 /22 /28 /21 /28 /26 /18 /22 /23 □ /12 /13 /15 /16 /23 /27 /22 /46 /47 □ /18 /26 /13 /27 /16 □ /55 /51 /58 /47 □ /51 /55 /53 □ /52 /41 /64 /41 □ /51 /49 /47 □ /49 /47 /64 /50 /54 /44 /47 /49 /47 /53 □ /58 /51 /49 /118 /54 □ /41 /45 □ /18 /26 /13/27 /16 /68 /84 /70 /69 /93
/89 /92 /67 /66 /85 □ /66 /91 /90 /88
/128 /129 /130 /131 /132 /130 /131 /128 /131 /133
/134 /135 /136 /137 □ /139 /135 /140 /141 /142 /137 /143 /144 /145 /146 □ /147/148 □ /149 /150 /137 □ /134 /135 /149 /151 □ /150 /152 /151 /153 /154 /150 /140 /151 /155 /135 /137 /156/153 /150 /132 /144 /157 /144 /144 /134 /135 /136 /137 □ /139 /135 /140 /141 /142 /137 /143 /158 /132 /128 /132 /159 □ /129 /131 /133 /160 /161 /145 /157 /144 /158 /132 /128 /132 /159 □ /129 /131 /128 /160 /145 /161 /129 /132 /134 /135 /136 /137 /148 /139 /135 /140 /141 /142 /137 /143 /148 /141 /156 /162 /143 /163/149 /156 /150 /156 /151 /139 /150 /140 /155 /148 /153 /135 /155 /154 /164 /155 □ /150 /149 /149 /135 /153 /142 /150 /156 /151 /149 /165 □ /142 /137 /153 /148 /144 /128 /157 /131 /131 □ /150 /140 /140 /135 /147□ /140 /135 /162 /156 /151 /149 /162 /142 /156 /151 □ /161 /131 /131
/140 /150 /137 /153 /136 /135 □ /153 /162 /153 /150 /155 /135 /137 /143 /150/153 /150/132 /144 /157 /133 /128 /131 /145 /144 /145 /144
/166
/144 /165 /128 /128 /128 /165 /128 /128 /128
/133 /128 /128 /165 /128 /128 /128
/145 /165 /128 /128 /128
/144 /165 /128 /128 /128 /165 /128 /128 /128
/131 /165 /128 /128 /128 /165 /128 /128 /128
/131 /165 /128 /128 /128 /165 /128 /128 /128
/144 /165 /128 /128 /128 /165 /128 /128 /128
/144 /165 /128 /128 /128 /165 /128 /128 /128
/144 /165 /128 /128 /128 /165 /128 /128 /128
/144 /165 /128 /128 /128 /165 /128 /128 /128
/155 /151 /164 /142 /153 /150 /154 /131 /145 /165 /128 /128 /128 /153 /151 /140 /156 /142 /139 /142 /153 /150 /156 /151 □ /136 /135 /154 /164 /151 /140 □ /142 /149 □ /150 /164 /164 /142 /156 /142 /135 /137 /150 /154 □ /142 /137 /149 /162 /140 /151 /164 /148 /156 /167 /168 □ /153 /169 /170 /171 □ /172 /173 □ /154 /174 /175 /176 /174 /177 /170 /168 /178 /165 □ /169 /170 /177 □ /168 /179 /168 /176 /170 /168 /180 □ /172 /173 /173 /169 /176 /169 /174 /179 /177 /165 □ /172 /173 /173 /169 /176/168 /178 /177 /165 □ /168 /181 /182 /179 /172 /171 /168 /168 /177 □ /174 /175 /180 □ /183 /172 /179 /184 /175 /170 /168 /168 /178 /177 □ /174 /178 /168 □ /169 /175 /176 /179 /184 /180 /168 /180 □ /174 /177 □ /174 /180 /180 /169 /170/169 /172 /175 /174 /179 □ /176 /172 /183 /168 /178 /168 /180 □ /182 /174 /178 /170 /169 /168 /177 /165 □ /185 /184 /170 □ /172 /175 /179 /171 □ /169 /175 /177 /172 /173 /174 /178 □ /174 /177 □ /170 /167 /168 □ /172 /182 /168 /178/174 /170 /169 /172 /175 /177 □ /184 /175 /180 /168 /178 □ /170 /167 /169 /177 □ /176 /172 /175 /170 /178 /174 /176 /170 □ /174 /178 /168 □ /176 /172 /175 /176 /168 /178 /175 /168 /180 /148 /153 /142 /156 /166 □ /135 /139 □ /154 /150 /137 /153 /150 /149 /156 /151 /140 /146 /146 /132 /133 /133 □ /139 /151 /140 /137 □ /150 /152 /151 /137 /162 /151 /154 /150 /137 /153 /150 /149 /156 /151 /140 /153 /150/132 /133 /145 /133 /146 /149 /170 /174 /170 /168 □ /139 /174 /178 /181 □ /143 /168 /175 /168 /178 /174 /179 □ /142 /175 /177 /184 /178 /174 /175 /176 /168 □ /153 /172 /181 /182 /174 /175 /171 /132 /131 /160 /134 /132 /160 /154 /146 /161 /144 /160 /144/128 /157 /130 /128 /144 /130 /131 /128 /131 /133 /128 /157 /130 /128 /144 /130 /131 /128 /131 /146 /129 /161 /132 □ /133 /157 /146 /131 /160 /151 /144 /133 /160 /157 /145/128 /157 /130 /128 /144 /130 /131 /128 /131 /133 /128 /157 /130 /128 /144 /130 /131 /128 /131 /146 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

NAME OF INSURED : LDM ASSOCIATES INC
POLICY NUMBER : 92-J9-L481-1

COMMERCIAL GENERAL LIABILITY

THIS ENDORSEMENT CHANGES THE POLICY, PLEASE READ IT CAREFULLY

ADDITIONAL INSURED ENDORSEMENT

This endorsement modifies insurance provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART.

SCHEDULE

Name of Person or Organization :

City of Lancaster, including elected or appointed
officials, directors, officers, agents, employees, volunteers or contractors.

(if no entry appears above, the information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement.)

WHO IS AN INSURED (Section II) is amended to include as an insured the person or organization shown in the Schedule, but only with respect to liability arising out of your use of premises owned or leased by the additional insured.

The insurance provided by this policy shall be primary as respects any claims related to any activities, anywhere and any insurance, pooled coverage, or self-insurance maintained by the City, its elected or appointed officials, directors, officers, agents, employees, volunteers, or contractors shall not contribute to it.

________________________________
Authorized Signature

DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT

AUTOS ONLY

AUTOSAUTOS ONLY

NON-OWNED

SCHEDULEDOWNED

ANY AUTO

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-

STATUTE
PER

LIMITS(MM/DD/YYYY)

POLICY EXP
(MM/DD/YYYY)

POLICY EFF

POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR

CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE

DAMAGE TO RENTED
$PREMISES (Ea occurrence)

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PRO-

JECT LOC

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.

CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
6/22/2023
The Buckner Company of Colorado
6400 S. FIDDLERS GREEN CIRCLE, SUITE 950
Greenwood Village CO 80111
Kasey Heupel
13037563418
[email protected]
License#: 480397
Hanover Insurance Company
22292
LDMASSO-01
LDM Associates,Inc.
10722 Arrow Route, Suite 822
Rancho Cucamonga CA 91730
1562059849
A
Professional Liability
LH4J00613400
7/1/2023
7/1/2024
Aggregate
Per Claim
2,000,000
$2,000,000
City of Lancaster
44933 Fern Avenue
Lancaster CA 93534
DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED?

INSR ADDLSUBRLTR INSDWVD
PRODUCER CONTACTNAME: FAXPHONE(A/C, No):(A/C, No, Ext):E-MAILADDRESS:INSURER A :INSURED INSURER B :INSURER C :INSURER D :INSURER E :INSURER F :

POLICY NUMBERPOLICY EFFPOLICY EXPTYPE OF INSURANCELIMITS(MM/DD/YYYY)(MM/DD/YYYY)

AUTOMOBILE LIABILITY

UMBRELLA LIABEXCESS LIABWORKERS COMPENSATIONAND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE$DAMAGE TO RENTEDCLAIMS-MADEOCCUR $PREMISES (Ea occurrence)MED EXP (Any one person)$PERSONAL & ADV INJURY$GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE$PRO-POLICYLOC PRODUCTS - COMP/OP AGGJECT OTHER: $COMBINED SINGLE LIMIT$(Ea accident)ANY AUTO BODILY INJURY (Per person)$OWNEDSCHEDULEDBODILY INJURY (Per accident)$AUTOS ONLYAUTOSHIREDNON-OWNEDPROPERTY DAMAGE$AUTOS ONLYAUTOS ONLY(Per accident)$OCCUR EACH OCCURRENCECLAIMS-MADEAGGREGATE$DEDRETENTION$ PEROTH-STATUTEERE.L. EACH ACCIDENTE.L. DISEASE - EA EMPLOYEE$If yes, describe underE.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGENAIC #

COMMERCIAL GENERAL LIABILITY
Y / NN / A(Mandatory in NH)
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORETHE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED INACCORDANCE WITH THE POLICY PROVISIONS.

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIODINDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THISCERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THISCERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIESBELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZEDREPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement onthis certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

COVERAGESCERTIFICATE NUMBER:REVISION NUMBER:

CERTIFICATE HOLDERCANCELLATION
© 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03)

CERTIFICATE OF LIABILITY INSURANCEDATE (MM/DD/YYYY)
$
$$$$
The ACORD name and logo are registered marks of ACORD
6/30/2023
(909) 660-390319879LDM Associates, Inc10722 Arrow Rte, Ste 822Rancho Cucamonga, CA 91730 A XSWC14473397/1/20237/1/20241,000,000Y 1,000,0001,000,000 *********PROOF OF COVERAGE*********
City of Lancaster44933 Fern AveLancaster, CA 93534
LDMASSO-01AMARIN
Amorelli, Rosemann, & Associates3110 E. Guasti RoadSuite 500Ontario, CA 91761Aaron [email protected] National Insurance Company X
DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

WORKERS

COMPENSATION
AND

EMPLOYERS

LIABILITY

INSURANCE
POLICY
WC
04 03
06 (
Ed
.
04 -
84 )
WAIVER
OF
OUR
RIGHT
TO

RECOVER
FROM
OTHERS

ENDORSEMENT
-

CALIFORNIA
We
have
the
right
to
recover
our
payments
from
anyone
liable
for
an
injury
covered
by
this
policy
.

We
will
not
enforce
our
right
against
the
person
or
organization
named
in
the
Schedule
.
(
This
agreement
applies
only
to
the
extent
that
you
perform
work
under
a
written
contract
that
requires
you
to
obtain
this
agreement
from
us
.
)
You
must
maintain
payroll
records
accurately
segregating
the
remuneration
of
your
employees
while
engaged
in
the
work
described
in
the
Schedule
.

The
additional
premium
for
this
endorsement
shall
be
2 %
of
the
California
workers
'
compensation
premium
otherwise
due
on
such
remuneration
.

Schedule
Person
or
Organization
Any
person
or
organization
as
required
by
written
contract
.

Job
Description
This
endorsement
changes
the
policy
to
which
it
is
attached
and
is
effective
on
the
date
issued
unless
otherwise
stated
.
(
The
information
below
is
required
only
when
this
endorsement
is
issued
subsequent
to
preparation
of
the
policy
.
)
Policy
No
.

SWC
1447339
Endorsement
Effective
Insured
Insurance
Company
7 /
1 /
2023
Ldm
Associates
,
Inc
.

Security
National
Insurance
Company
Countersigned
by
WC
04 03
06 (
Ed
.
04 -
84 )
Endorsement

No
.

0 Premium

DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 I
I
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I
I
1j
"t
{
I
r-ILLDM
Associates.lnc.

City of Lancaster

PRO POSAL
Housing Rehabilitation Program
Administration and lmplementation Services
Request for Propos a!784-23 (Re-bid of 783-231
February L3,2023
Corporate Headquarters
L0722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
Phone m (909) 476-ffi
Fax n (909)476-6086
III
I
I
I
-'!
I
I
-i
I
J
J
J
J
I
DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 r-ILLDM
Associates.lnc.

February 9,2023
City of Lancaster
City Clerk
44933 Fern Avenue
Lancaster, CA 93534
Subject: Proposal for Housing Rehabilitation Program Consulting Services RFP 784-23 (Re-bid of 783-231
Dear Sir/Madam:

LDM Associates, lnc. (LDM) is pleased to submit a proposal to provide Housing Rehabilitation Program administration and implementation services to the City of Lancaster. LDM has been providing high-quality services to municipal agencies, the U.S. Department of Housing and Urban Development (HUD), and private clients for over 36 years.

LDM's emphasis and capabilities are in the management of federal and state grants as well as the implementation of programs financed with these funds. The programs include, but are not limited to, housing rehabilitation, commercial rehabilitation, and homebuyer programs. LDM's emphasis is on HUD Community Planning and Development (CPD) Program grants such as Community Development Block Grant (CDBG), HOME lnvestment Partnerships (HOME) and Emergency SolutionsGrant(ESG)funds. However,LDMisalsoexperiencedinmanagingstategrantfundssuch as CalHome, CARES Act, Permanent Local Housing Allocation (PLHA), and State Disaster Recovery funds. ln addition, the firm provides federal and state labor compliance prevailing wage monitoring services for capital improvement projects.

Our consulting team is comprised of highly qualified professiona I staff with expertise in all aspects of HUD funded grants administration and implementation. Provided herewith is the information requested in your Request for Proposals (RFP).

You may contact me at the following address, telephone number or e-mail should you have any questions regarding this proposa l:
l0T22Arrowlloute r Suite822 r Rancho[ucamonga r CaliforniaBITSI (S0S) 478-6008 r tax(109) 476-8086 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 1 I
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LDM Associates, lnc.

Rudy E. Mufioz, Senior Executive Vice President
IO722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
(909) 476-6006
[email protected]
lf you have any questions regarding this proposal, please do not hesitate to call me at your convenience.

Respectfully
Rudy E. Mufioz
Senior Executive Vice President
Enclosure: Proposal
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l0T22ArrowRouta r Suite822 r Rancho[ucamonga r CalifomiaS|TS0 (S0S)476-8008 r tax(903)476'8088 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

3.3 3.4

3.5 3.6

3.7 3.8

3.9 3.10

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3.L2

3.13 3.L4

3.15 3.16

CITY OF LANCASTER

PROPOSAL
Housing Rehabilitation Program
Administration and lmplementation Services

3.2 TABLE OF CONTENTS
Executive Summary
Experience
Third Party/Su bcontractor
Staff Biographies
Proposal Response (Scope of Services)
Non-Disclosure Conflict of lnterest - Exhibit uA" ............

Professional Service Agreement Exceptions Summary - Exhibit "B" Acknowledgment of lnsurance - Exhibit "C"
Addendum Acknowledgment - Exhibit "D" .

Debarment and Suspension - Exhibit uE' ...........

Participation Clause - Exhibit "F"
Signature of Authority - Exhibit 'G' ......

Company References - Exhibit uHu .......

Line ltem Pricing - Exhibit 'l' ....,...........
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3.3 EXTCUTIVE SUMMARY
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3.3 EXECUTIVE SUMMARY
LDM Associates, lnc. (LDM) provides a wide variety of Community Development consulting services including, but not limited to grants management; administration of housing and commercial rehabilitation programs; administration of homebuyer programs; labor compliance monitoring; administration of other housing programs; and project management services.

The firm is comprised of individuals with a wide variety of expertise including the services specificallyrequestedbytheCity. Twenty-four(24)of theforty(40)staffmembersareexperienced in the administration of the U.S. Department of Housing and Urban Development (HUD) Community Planning and Development (CPD) grant programs including the Community Development Block Grant (CDBG) Program. Eight (8) staff members are experienced in the administration and implementation of housing and commercial rehabilitation programs.

LDM implements a team approach for the administration of the Housing Rehabilitation grant programs. This approach allows us to control costs to the City by having lower-level staff complete tasks that do not require a senior level staff member to complete. This team approach allows us to control costs to the City by having lower-level staff complete certain tasks that do not require a senior level staff memberto perform. This approach also allows us to assign certain individuals with expertise in specific areas to perform the more complex tasks. The work program for each City varies depending on the City's needs. LDM performs the tasks both at our corporate office and whenever possible, on-site.

Over the years, we have developed systems for the administration of the housing rehabilitation program that include copyright protected documents and forms. lf selected, these systems will be offeredtotheCityaspartof ourservices. Asaresultofthesesuccessfulsystems,wewereselected by HUD Headquarters to develop the e-Learning curriculum for use when providing technical assistance to grant recipients.

LDM proposes to provide the services from its home office located in Rancho Cucamonga as wellas in the City when conducting initial and progress inspections as well when meeting with staff or processing paperwork at City Hall. We anticipate becoming an extension of City staff and would provide scheduling to meet the demands of the programs and the needs of the City' LDM proposes tocompletethescopeofworkasoutlinedintheRFP. Themethodologythatwillbeimplemented by LDM in the implementation of the Housing Rehabilitation Program is provided in Section 3.7 - proposal Response of this proposal. LDM will work with staff in final design of the program meets the goals that the City wishes to achieve under the program' LDM currently provides day-to-day housing rehabilitation administration and implementation services to 15 cities throughout Southern California, utilizing a combination of CDBG, HOME, and Pase l2
DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 CalHome funds. The services include the preparation of program guidelines, policies and procedures, marketing of the program, conducting applicant eligibility reviews, performing all initial and progress inspections, processing contractor payments, and ensuring that the program fuds were spent in accordance with the corresponding grant fund requirements. On an average year, the firm processes and completes the rehabilitation of approximately 350 - 400 single-family dwellings and mobile homes. The funding sources utilized for the implementation of the rehabilitation programs included CDBG, HOME, and CalHome funds. We are currently providing technical assistance to the Commonwealth of Puerto Rico on their Repair, Reconstruction, or Relocation (R3) program funded with CDBG-Disaster Recovery funds totaling 59 billion. The services include the review of program guidelines/policies and procedures, monitoring of the program, and providing technical assistance on the implementation of the program. We have also provided housingrehabilitationtechnicalassistancetograntrecipientsonbehalf of HUDinareasof income determination, policies and procedures, and project management.

LDM provides day-to-day grant administration and implementation services to 26 cities and three (3) counties that receive funds through HUD's CPD programs. Our services include the day-to-day administration and implementation of their CDBG, HOME lnvestment Partnerships Grants (HOME), andEmergencySolutionsGrant(ESG). Wealsoadministerone-timeFederalHUDandU.S.Treasury grant funds such as Community Development Block Grant-Disaster Recovery (CDBG-DR), Community Development Block Grant - CARES Act (CDBG-CV), HOME American Rescue Plan (ARP), and PLHA, and U.S. Treasury American Rescue Plan (ARP) funds.

Several LDM staff members work with HUD Headquarters, provide training throughout the country on various grants and reporting programs, including CDBG, Assessment to Fair Housing, and Disaster Recovery Grant Reporting to name a few. Other services that our staff provides to HUD includes staffing the HUD Ask a Question (AAQ) web portal in many of the grant programs lilsted above. Also, our staff provides technical assistance (TA) to high-risk grant recipients throughout the country on behalf of HUD in many of the programs listed above' The staff members that make up the proposed team that would provide the Housing Rehabilitation Administration support services include Rudy E. Mufloz, Senior Vice-President; Miguel Ramirez, Manger; and Rudy Vargas, Associate. Juan Rios, Vice President of Construction may assist on a as needed basis should the need arise.

Rudy Mufioz will be responsible for contract administration and the oversight of team assigned to the City. ln addition, Rudy Mufioz will assist in the development of the Housing Rehabilitation Programguidelinesandpoliciesandprocedures. MiguelRamirezwillbetheCity'sprimarypointof contact for the day-to-day administration of the Housing Rehabilitation Program. Miguel will be responsible for a ll of the construction management aspects of the program to include conducting all inspections (initial, progress, and final), the preparation of workwrite ups, and the coordination Pase l3
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of the pre-construction and construction phases of the program. He will be assisted by Rudy Vargas who will be responsible for performing all of the applicant intake and review, the preparation of all program docu ments such as grant/loa n documents and tracking the status of a ll applications.

Additional information on each of the proposed team members can be found in the Staff Biographies section of this proposal as well as the attached resumes.

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DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 r-ILLDM
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3.4 ExpeRtENcE
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LDM Associates, lnc. (LDM) was established in 1986 as a community development consulting firm and has undergone steady growth since its inception. LDM is a corporation registered in the State of California. ln response to our clients' needs, LDM and its affiliate MDG Associates, lnc. (MDG) provide a wide variety of Community Development consulting services including, but not limited to Grants Management; Project Management; Construction Management; Architectural Design; Urban Planning; and Labor Compliance Monitoring.

LDM provides administrative and management services to cities that are seeking a consultant that canactasanextensionoftheirstaffandlookafterthebestinterestsoftheCity. LDMisaVeteran- Owned Small Business (VOSB); while its affiliate MDG is a Los Angeles County registered Minority Business Enterprise (MBE) and a State of California registered Small Business (SB). Table L provides a list of the clients that LDM has assisted, and the services provided over the last five years.

The firm is comprised of individuals with a wide variety of expertise including the services specifically requested by the City. Twenty-four (24)of the forty (a0) staff members are experienced in the administration of the U.S. Department of Housing and Urban Development (HUD) Community Planning and Development (CPD) grant programs including the Community Development Block Grant (CDBG) Program. Eight (S) staff members are experienced in the administration and implementation of housing and commercial rehabilitation programs.

LDM currently provides day-to-day housing rehabilitation administration and implementation services to 15 cities throughout Southern California, utilizing a combination of CDBG, HOME, and CalHome funds. The services include the preparation of program guidelines, policies and procedures, marketing of the program, conducting applicant eligibility reviews, performing all initial and progress inspections, processing contractor payments, and ensuring that the program fuds were spent in accordance with the corresponding grant fund requirements.

On an average year, the firm processes and completes the rehabilitation of approximately 350 to 400single-familydwellingsandmobilehomes. Thefundingsourcesutilizedfortheimplementation of the rehabilitation programs included CDBG, HOME, and CalHome funds. We are currently providing technical assistance to the Commonwealth of Puerto Rico on their Repair, Reconstruction, or Relocation (R3) program funded with CDBG-Disaster Recovery funds totaling $9 billion. The services include the review of program guidelines/policies and procedures, monitoring of the program, and providing technical assistance on the implementation of the program. We have also provided housing rehabilitation technical assistance to grant recipients on behalf of HUD in areas of income determination, policies and procedures, and project management.

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DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 LDM also provides day-to-day grant administration and implementation services to 26 cities and three (3) counties that receive funds through HUD's CPD programs. Our services include the day- to-day administration and implementation of their CDBG, HOME lnvestment Partnerships Grants (HOME), and Emergency Solutions Grant (ESG). We also administer one-time Federal HUD and U.S.

Treasury grant funds such as Community Development Block Grant-Disaster Recovery (CDBG-DR), Community Development Block Grant - CARES Act (CDBG-CV), HOME American Rescue Plan (ARP), and PLHA, and U.S. TreasuryAmerican Rescue Plan (ARP)funds.

SeveralLDM staff membersworkwith HUD Headquarters, providetrainingthroughoutthecountry on various grants and reporting programs, including CDBG, Assessment to Fair Housing, and Disaster Recovery Grant Reporting to name a few. Other services that our staff provides to HUD includes staffing the HUD Ask a Question (AAQ) web portal in many of the grant programs lilsted above. Also, our staff provides technical assistance (TA)to high-risk grant recipients throughout the country on behalf of HUD in many of the programs listed above.

The staff membersthat make up the proposed team that would provide the Housing Rehabilitation Administration support services include Rudy E. Mufioz, Senior Vice-President; Miguel Ramirez, Manger; and Rudy Vargas, Associate. Juan Rios, Vice President of Construction may assist on a as needed basis should the need arise.

Rudy Muffoz will be responsible for contract administration and the oversight of team assigned to the City. ln addition, Rudy Mufioz will assist in the development of the Housing Rehabilitation Program guidelines and policies and procedures.

Miguel Ramirez will be the City's primary point of contact for the day-to-day administration of the Housing Rehabilitation Program. Miguel will be responsible for all of the construction management aspects of the program to include conducting all inspections (initial, progress, and final), the preparation of work write ups, and the coordination of the pre-construction and construction phases of the program. He will be assisted by Rudy Vargas who will be responsible for performing all of the applicant intake and review, the preparation of all program documents such as grant/loan documents and tracking the status of all applications.

LDM is not involved in any pending litigation that will affect tis ability to provide the services requested by the City. ln its 36 years of existence, LDM has not been involved in any lawsuits or litigation, which speaks to the quality of its services.

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DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 Public Agencies Provlded Services ln last 5 Years with Most Recent within Last 2 Years.

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X X XX XCA
XAzusa, CA
XXBaldwin Park, CA
XX XCarson, CA
XXCommerce, CA
X Xx*Commonwealth of Puerto Rico
XX XX XCorona, CA
XCountv of Alleshenv, PA
x*x*County of Henrico, VA
XCounty of lmperial, CA
XXof Los CA
XCounW of Orange, CA
XXCounty ofSan Bernardino, CA
XXDallas, TX
XX XX XDowney, CA
XXDuarte, CA
XX XX XFontana, CA
XXFresno, CA
X Xx XXHawthorne, CA
XX X XX XHesperia, CA
X X XX XXlrvine, CA
XXXLa Cafiada Flintri CA
XX X XLa Habra, CA
XXLos Aneeles, CA
XNew York City
X XX Xx XPalmdale, CA
XX XX XParamount, CA x
XX XX XRancho Cucam CA
X XSan Dimas, CA
x* x*San Juan, PR
XXX XSanta Ana, CA
x*x*Seattle, WA
XXXState of California
x*x* x*State of lowa
XXState of New Mexico
x* x*State of North Dakota
X X XX XTemecula, CA
x*x*Tucson, AZ
XX XX X XUoland, CA
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CA
Albuquerque, NM
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x*x*Arecibo, PR
XCounty of Harris, TX
XXCountv of Santa Barbara, CA
x* x*Detroit, Ml
XHouston, TX
x*Kansas City, KS
XCounW of Riverside, CA
x*x*xxSimi Valley, CA
x*x*State of Utah
x*x*Tulsa, OK
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*Conducted on behalf of HUD
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3.5 TnIRD PARTY/SuBcoNTRAcroR
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3.5 THIRD PARTY/SUBCONTRACTORS
LDM does not anticipate subcontracting with third parties during the performance of this contract for the support services required by the City.

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 r-ILLDM
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3.6 Srnrr BloaRAPHtEs
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3.6 STAFF BIOGRAPHIES
The members of our consulting group proposed to provide direct CDBG Administration and Home lmprovement Program support services include Rudy E. Mufioz, President; Juan C. Rios, Vice president of Rehabilitation and Construction; Miguel Ramirez, Manager; and Rudy Vargas, Associate.

Rudy Muftoz will be responsible for contract administration and is the authorized signatory of contracts on behalf of LDM Associates. He will also be responsible for overseeing the assigned consulting team for all contracts. ln addition, Rudy Mufioz will assist in the development of the Housing Rehabilitation Program guidelines and policies and procedures' Miguel Ramirez will be the City's primary point of contact for the day-to-day administration of the Housing Rehabilitation program. Miguel will be responsible for all of the construction management aspects of the program to include conducting all inspections (initial, progress, and final), the preparation of work write ups, and the coordination of the pre-construction and construction phases of the program. He will be assisted by Rudy Vargas who will be responsible for performing all of the applicant intake and review, the preparation of all program documents such as grant/loan documents and tracking the status of all applications.

Additional staff may assist on an as-needed basis to address other cross-cutting requirements such as Davis-Bacon laborcompliance monitoring, Section 3, program monitoring, etc' Rudy Mufioz, President - Rudy Mufioz is the President and founder of LDM Associates, lnc. With more than 38 years of experience in the community development field, Mr' Muftoz' primary focus is on assisting municipalities with all aspects of the administration and implementation of their HUD-funded CpD Programs. These include, but are not limited to, the Community Development Block Grant (CDBG), HOME tnvestment Partnership Act (HOME), Neighborhood Stabilization program (NSp), Community Development Block Grant - CARES Act (CDBG-CV) and Community Development Block Grant - Disaster Recovery (CDBG-DR) programs' Rudy works hand-in-hand with municipalities on the development of implementation strategies and tools that facilitate the management of their CPD programs, providing training for the HUD CpD programs, and at times implementing the day-to-day functions of the programs. These functions include all phases of the program implementation from the initial development of Consolidated Pla ns a nd Action P la ns for the various programs up to the programmatic and financial closeout of projects and grants. He assists grantees in developing HUD mandated Policies and procedures for the overall management and oversight of the various CPD Programs as well as individual activities funded under these programs such as Housing Rehabilitation, Commercial Rehabilitation, and Homebuyer Programs'

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 Rudy is a Certified HOME Specialist and is a subcontractor to national Technical Assistance (TA) providers through HUD's OneCPD and Community Compass initiatives. Through the initiatives, he provides TA and training to municipalities throughout the U.S. in CDBG, HOME, NSP, and CDBG- Disaster Recovery Programs. He currently provides training at the national level in "Basically CDBG", Assessment to Fair Housing (AFH), lntegrated Disbursement and lnformation Systems (lDlS), and the Disaster Recovery Grant Reporting System (DRGR). He is a beta tester for HUD on the Disaster Recovery Grant Reporting system. Because of his fluency in Spanish, he has provided many of the aforementioned training in Spanish for the Commonwealth of Puerto Rico and its municipalities.

Prior to his time with LDM, Rudy worked for several municipalities in Southern California. Mr.

Munoz received a Bachelor of Architecture (BArch - 5-yr degree) from California Polytechnic University in Pomona.

Juan C. Rios, Vice President of Rehabilitation and Construction - Juan Rios joined LDM Associates, lnc. in 1991 and currently serves as a Vice-President of Rehabilitation and Construction. With more than 32 years of experience in project management and the administration / implementation of housing rehabilitation programs and construction of public facilities, Juan has been successful in assisting municipalities with the management and implementation of their programs and projects.

Juan's general responsibilities include the oversight of the housing and commercial rehabilitation staff members while also administering and implementing some of the programs himself. His housing rehabilitation duties include applicant eligibility; conducting initial and progress inspections and preparing work write-u ps/estimates; providing the project ma nagement to assure contractor is complying with the requirements of the scope of work and contrac! maintaining applicant files current and audit-ready; preparing bid packages; reviewing bids from contractors; preparing contractor agreements; processing progress and final payments; working with sub-consultants such as lead paint inspector and appraisers as required; filing required documents including but not limited to Notice of Completion.

Juan is a registered State of California Notary Public and a Certified Residential Building lnspector.

He received his Bachelor of Science Degree in Architecture from Universidad ITESO, in Guadalajara, Mexico. He is bilingual/biliterate in English and Spanish.

Miguel Ramirez, Manager - Mr. Miguel Ramirez joined LDM Associates, lnc. in 2003 and currently serves as a Manager on the Housing Rehabilitation team. With more than 25 years of experience in the administration and implementation of CDBG, HOME and Redevelopment funded housing rehabilitation programs as both, a city employee and as a staff member with LDM Associates, lnc.,

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 Miguel has been successful in assisting municipalities with the implementation of their programs.

Over the past 20 years, he has successfully rehabilitated over 550 homes.

Mr. Ramirez' responsibilities include reviewing for applicant eligibility; conducting initial and progress inspections and preparing work write-ups/estimates; providing the project management to assure contractor is complying with the requirements of the scope of work and contract; maintaining applicant files current and audit ready; preparing bid packages; reviewing bids from contractors; preparing contractor agreements; processing progress and final payments; working with sub-consultants such as lead paint inspector and appraisers as required; filing required documents including but not limited to Notice of Completion.

Miguel is a registered State of California Notary Public and a Certified Residential Building lnspector. He received his Bachelor of Science Degree from California State Polytechnic University, Pomona in Urban and Regional Planning and his Associate of Arts degree in Architectural Design from Long Beach City College.

Rudy Vargas, Associate- Mr. Rudy Vargas joined MDG Associates, lnc. in 201.9 and currentlyserves as an associate on the Housing and Community Development team. With more than four years of experience in the planning and implementation of federalgrants includingthose offered bythe U.S.

Department of Housing and Urban Development -Office of Community Planning and Development (CPD), Mr. Vargas assists municipalities with all aspects of federal grant and housing rehabilitation administration and implementation.

Rudy provides day-to-day implementation of federal grants with an emphasis on CPD grants, includingbutnotlimitedto,CDBGandthevariousCARESActgrants. Rudyprovidesadministration, 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 52'6 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 development of Consolidated Plans and Annual Action Plans.

Rudy Vargas received a Bachelor of Science in Business Administration with an emphasis on Business Finance from the University of the Potomac.

Additional information for the individual staff members listed above, is provided in the following resumes.

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

RUDY MUNIOZ
Senior Executive
Vice President

ABEAS OF EXPERTISE
Grants Management
HUD CPD Programs
Disaster Recovery Programs
CARES Act
Disaster Recovery Gratrt
Reporting (DRGR) Systet't'r
Ur-riforrr Adrnrnrstrative
Requrrements 2 CFR Paft 200

YEARS OF EXPERIENCE

CERTI FICATIONS/TRAIN I NG
Certified HOME Progranr
Reg u lations
Califo rnia General Contractor
No.681042
ICBO Earthqurake Retrofit -
Wood Franre Certification
Certified Lead Visual lnspector

EDUCATION
Baclrelor of Architecture
Califortrta Polytechtric
Universrty - Potrona

WORK HISTORY
LDM Associates, lnc
1991 - Present
City of Huntington Park
1S88-1991
-T7LLDM
37 Years
Rudy Muffoz serves as Senior Executive Vice President of LDM Associates, lnc. 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 [A) providers through HUD's Community Compass initiatives. He has provided classroom training on behall of HUD including Basically CDBG, Assessment of Fair Housing (AFH), CPD Maps, eOon 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 forthe Commonwealth of Puerto Rico and its municipalities.

State of California - Disaster Recovery and Mitigation Grant Financial Management, Data, and Reportlng
Subject Matter Expeil - Team Go-lead I November 2019 - Current Rudy is the working group co-lead for the implementation of the 201 7, 2018, and 2020 disaster recovery and mitigation grants financial management, data, and reporting (FDR) unit of the State of California Housing and Community Development (HCD) Disaster Recovery unit. ln total, he is working with seven disaster recovery and mitigation grants totaling approximately $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 financial management policies and procedures, the development of standard operating procedures (SOPs), worKlows, forms and documents, checklists, and system tools to assist HCD-DR staff in the fiscal management aspects of the disaster recovery and mitigation grants.

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

Programs
Client:

CDBG-DR I CDBG-MIT | 2 CFR Part 200
Wendy Nelson, Section Ghief - Fiscal Compliance, California HGD 2O2O W . El Camino Avenue, Suite 200, Sacramento, CA 95833 [email protected] (916) 841-8996

PROJECT SPECIFIC EXPERIENCE
DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

RUDY MUNOZ
Senior Executive Vice President

PROJECT SPECIFIC EXPERIENCE
Rehabilitation Programs (multiple agencies)
Program Manager / President | 1985 - Gurrent
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. ln 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. ln 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 I HOME I Housing Rehabilitation I Commercial Rehabilitation Client LizChavez, Development Services Manager, City of Upland 460 N. Euclid Avenue, Upland, CA 91 786 [email protected] (909) 931-4146 City of Paramount (plus various other cities), HUD CPD Programs Administration/Housing & Gommercial Rehabilitation Admi nistration
Program Manager / President I 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. ln 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. ln this role, Rudy has developed program guidelines, supporting forms and documents, and tracking and monitoring systems for all ol 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 I HOME I Housing Rehabilitation I Gommercial Rehabilitation Client: John Garver, Community Development Director, City of Paramount 16400 Colorado Avenue, Paramount, CA 91723 [email protected] (562) 220-2048 )
DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 RUDY MUfiOZ
Senior Executive Vice'President

PROJECT SPECIFIC EXPERIENCE
"Basically CDBG" Curriculum Tralner / TA
Subject Matter Expert /Go-Lead Trainer | 2010'Current
Rudy was a co-trainer under contract to Enterprise Advisors and IGF for HUD's live in-person Basically CDBG Trainings from 201 0 to

20.17, 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 (2019-2021). 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 cunent 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 I Federal Crosscutting
client: Diane Lobasso, SeniorAdvisor, HUD Office of DAS for Grants Programs 451 Vh St. SW, Washington, D.C., 20410 [email protected] (202) 402-2191 HUD CPD Program Trainings
Subject Matter Expert / Trainer I 2010 ' Current
Rudy has provided a number of live in-person trainings on behalf of HUD through multiple service providers such as Enterprise Advisors, cloudburst Group, lcF and NALCAB. Rudy has provided in-class training and technical assistance for grantees in two of HUDs reporting systems: the lntegrated Disbursement and lnformation Systems (lDlS), 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 euestion (Ma) 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)' eGon 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. ln 2020, Rudy presented the CDBG-GV National Objectives training.

Programs: CDBG I Federal Crosscutting I AFH I lDlS I econ Planning Suite Client: HUD Office for Grants Programs
451 Vh St. SW, Washington, D.C., 20410 [email protected] (202) 402-2'191 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

MIGUEL RAMIREZ
Manager

AREAS OF EXPERTISE
Residential Rehabilitation
Commercial Rehabilitation
Construction Managetrent
Labor Compliance

YEARS OF EXPERIENCE
24 Years

CERTIFICATIONS/TRAIN I NG
Lead-Based Paint Visual
Assessment Certif ication
Certified Lead Visual lnsPector
Notary Public

EDUCATION
B.S. Urbarr arrci Flegiotral
Plann it-tg
Califo rnia Polytechtric
University - Pomona
A.S. Architectural Design
Long Beach City College

WORK HISTORY
LDM Associates. lnc.
2003 - Present
City of Lawndale
2001 - 2003
City of La Puente
1998 - 1999
ML
Over the past 24 years, Miguel has assisted multiple cities in the design, administration, and implementation of their residential rehabilitation programs funded with HUD CPD grant funds including CDG and HOME as well as state and local funds such as CaIHOME (state) and Successor Agency (local/state) funds. He has assisted multiple cities in the design, administration, and implementation of their commercial rehabilitation programs funded CDBG and local funds.

Miguel has also been responsible for performing federal (Davis-Bacon and Related Acts) and state labor compliance and monitoring as well as the implementation of Section 3 requirements for capital improvement projects funded primarily through GDBG and HOME funds. Areas of specialization include estimating projects, preparation of bid packages, procurement of services, conducting inspections, and serving as liaison between contractors and contracted clients.

City of lrvine (Plus various other Cities) - Residential Rehabilitation Program Proiect Manager I July 2009 - Current
Miguel has provided residential rehabilitation program administration and implementation services to the City of lrvine in addition to six other grantees / participating jurisdictions during the previous 24 yearc. Miguel's services to lrvine have supported improvements to residential structures in for the low- and moderate-income residents of the City. He has been responsible for the design and day-to-day implementation of the housing rehabilitation programs, utilizing both CDBG and HOME program funds. His efforts have resulted in the rehabilitation of over 1 20 homes in the City and over the 24 yearc, Miguel has been responsible for the rehabilitation of over 800 dwelling units. ln this role, Miguel has assisted in developing program guidelines and implementation documents; conducting initial and progress inspections; preparing the scope of work for the rehabilitation projects; provided guidance to applicants in the procurement of contractors; reviewed contractor payment requests and processed payments with the City; and closed out projects by filing a Notice of Completion for all prolects.

Programs: CDBG I HOME I CalHome Residential Rehabilitation Client: Amy Mullay, Senior Planner, City of lrvine
1 Civic Center Plaza, lrvine, CA 92606
[email protected] I (949) 724-7454
City of Palmdale (plus various other cities) - Construction Management and Labor Compliance
Project Manager | 2016 - Current
Miguel has provided program administration services to the Gity of Palmdale in addition to various other cities. Miguel has been tasked with conducting and inspection of properties, and overseeing the Cityfunded construction projects. His responsibilities included inspecting properties for deficiencies, preparation of a work description, preparation of a bid package, construction management to include inspection of construction completed, and labor compliance. Miguel has assisted in developing systems to ensure compliance with CDBG, HOME, and DIR regulations.

Programs: CDBG I HOME I Successor Housing Agency
Client: Sophia Reyes, Housing Manager, City of Palmdale 38300 Sierra Highway, Palmdale, CA 93550
[email protected] I (661) 267-5164

PROJECT SPECIFIC EXPERIENCE
DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

MIGUEL RAMIREZ
Manager

PROJECT SPECIFIC EXPERIENCE
City of Paramount (plus various Other Cities) - Commercial Rehabilitation Program Program Manager I July 2008 - Current
Miguel has provided program administration services to the City ol Paramount in addition to 4 other grantees / participating iurisdictions during the lasl 24 years. Miguel's services to the City of Paramount have supported improvements to a number of community facilities in the low- and moderate-income sections of the community. Miguel has designed and implemented a commercial rehabilitation program utilizing CDBG funds that has resulted in the renovation of over 20 commercial buildings in the City's core commercial district that serves the low- and moderate-income community. ln this role, Miguel has assisted in developing program guidelines, supporting forms and documents, and tracking and monitoring systems for this program to ensure compliance with CDBG regulations.

Programs: CDBG Commercial Rehabilitation
Client: John King, Assistant Planning Director-City of Paramount 16400 Colorado Avenue Paramount, CA 90723
[email protected] I (562) 220-2000
Gity of Paramount - CDBG-CV Program Administration
Co-Team Lead - Manager I July 2020 - Current
Miguel provided program administration services to the City of Paramount as well as other cities to evaluate the impact of COVID-I9 on housing availability and business retention and has assisted these cities to design, implement, and monitor CDBG-CV funded housing and business assistance programs. Miguel helped to program CDBG-CV U.S. Treasury resources in the period between July 2020-Jun e2021 . Miguel developed program guidelines, supporting forms and documents, and tracking and monitoring systems to support rental assistance programs, business grant programs, and microenterprise assistance programs.

Programs: CDBG-CV I U.S. Treasury SLRF
Client John Carver, Community Development Director, City of Paramount 16400 Golorado Avenue, Paramount, CA 91 723
[email protected] I (562) 220-2048
City of Hawthorne - Davis Bacon Compliance for Street lmprovement Proiect Lead Compliance Consultant | 2018-2019
Miguel provided the overall labor compliance and Section 3 monitoring for the project. The Street lmprovement Project consisted of the repaving of Prairie Avenue and the replacement of existing sidewalk ramps and replacing them with ADA compliant access ramps. Miguel was responsible for Davis-Bacon and Related Acts (DBRA) prevailing wage compliance and monitoring, including bid document preparation, HUD-1 1 employee field interviews, review of certified payroll reports, identification and resolution of any labor standard violations as well as MBE/YVBE and Section 3 reporting and compliance. Submit Semi-Annual and Annual reports to local counties and U.S Department of Housing and Urban Development (HUD).

Programs: CDBG I DBRA
Kimberly Mack, Director of Housing, City of Hawthorne
4455 West 126th Street, Hawthorne, CA 90250
[email protected] I (310) 349-'1603
Client:

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

JUAN RIOS
Vice-President
UDI Development
1 991 -1 993
Arte & Espacio Architects
1 9BB-1 991

AREAS OF EXPERTISE
Residential Rehabilitation
Commercral Rehabilitatiotr
Construction Management
Architectural Design

YEARS OF EXPERIENCE
29 Years

CERTIFICATIONS/TRAI N ING
ICC Resicienttal BLtilcli trg
I nspector Cerltf icatio t-t
ConstrLrctron Fstirnatrtel
Certif ication
California Lead Related
Construction Certificate
HUD Visual Lead Assessrnent
Certif ication
Notary Public

EDUCATION
B.S. Architecture
Universidad ITESO.

Glradalajara. Mexico

WORK HISTORY
LDM Assocrates, lnc.
1993 - Present
LDM
*
1Y.*
Over the past 29 years, Juan has assisted multiple cities in the design, administration, and implementation of their commercial and residential rehabilitation programs funded with HUD CPD grant funds including CDBG and HOME as well as state and local funds such as CaIHOME (state) and Successor Agency (local/state) funds. He has assisted multiple cities in the design, construction drawing and specification preparation, and construction management of of their commercial rehabilitation project.

Juan has been responsible for performing projecVconstruction management services for cities and private clients. Projects include public facilities such €ts park improvements, public facility improvements, and right-of-way improvements. Private projects include custom homes, multi-family housing projects and commercial remodels. Areas of specialization include estimating projects, preparation of bid packages, conducting inspections, and serving as liaison between cities, applicants, and contractors' Gity of Rancho Cucamonga - (Plus various other Cities), Residential Rehabilitation Program
Proiect Manger I July 2020 - Current
Juan has provided residential rehabilitation program administration and implementation services to the City of Rancho Cucamonga in addition to five other grantees / participating iurisdictions during the previous 10 years. Juan's services to Rancho Cucamonga have supported improvements to residential structures in for the low- and moderate-income residents of the City. He has been responsible for the day-to-day implementation of the housing rehabilitation programs, utilizing both CDBG and HOME program funds. His efforts have resulted in the rehabilitation of over 400 dwelling units over the period that he has been implementing rehab programs. ln this role, Juan has assisted in conducting initial and progress inspections; preparing the scope of work for the rehabilitation projects; provided guidance to applicants in the procurement of contractors; reviewed contractor payment requests and processed payments with the City; and closed out projects by filing a Notice of Completion for all projects.

Programs: CDBG I CalHome Residential Rehabilitation
Client: Flavio Nunez, Management Analyst, City of Rancho Cucamonga 10500 Civic Center Drive, Rancho Cucamonga, CA 91 730
[email protected] (909) 774-4313
Town of Apple Valley (plus various other cities) Prolect Management / Constructlon Management
Project Manager | 2019 -2022
Juan has provided project management / construction management services to the Town of Apple Valley in addition to various other cities. Juan has been tasked with coordinating CDBG projects with architects, engineers, contractors and City Departments in addition to overseeing the construction. His responsibilities included the preparation of construction documents for the bid package and construction management to include coordination of work and the inspection of the construction.

Programs: CDBG I HOME I Successor Housing Agency
Sifuia Urenda, Housing Manager, Town of Apple Valley
'14955 Dale Evans Parkway, Apple Valley, CA 92307
[email protected] I (760) 240-7OOO x 791 0

PROJECT SPECIFIC EXPERIENCE
Client:

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 Juan Rios
Vice-President

PROJECT SPECIFIC EXPERIENCE
City of Paramount (plus various Other Cities), Public Facility Design Project Consultant I July 2018 - Current
Juan has provided facility design services to the City of Paramount in addition to other grantees during the last 29 year. Juan's services to the City of Paramount have supported improvements to a number of public facilities, including the renovation of the Progress Park Community Center, the Paramount Park Gymnasium Restrooms, and Paramount Museum. Juan has designed and prepared construction drawings for projects utilizing CDBG funds that have resulted in the renovation of these public buildings in the Gity. ln this role, Juan assisted in developing conducting site assessments, code compliance analysis, preparation of design and construction drawings, coordination with mechanical, electrical, and structural engineers for the preparation of drawings and specifications to make the facilities energy efficient and ADA compliant.

Programs: Progress Park Community Center
Client: Wendy Macias, Public Works Manager, City of Paramount 16400 Colorado Avenue Paramount, CA 90723
[email protected] I (562) 220-2111
City of Whittier, Historic Residence Renovation Project Proiect Manager I July 2019 - 2020
Juan provided project management services to the City of Whittier for the renovation of a historically designated residence under the City's Housing Rehabilitation Program. Juan's services to the City included performing an on-site inspection of the structure to evaluate the existing conditions; coordinate the services of a structural engineer and a lead-based paint inspector and prepare the necessary work write-up and specifications in accordance with the State Historic Preservation Office and local historical society requirements. Juan managed the contractor performing the renovation work and conducted periodic progress inspections to ensure compliance with the historical mitigation measures imposed on the property.

Programs: CDBG I Local Funds
Client: Ben Pongetti, Development Project Manager, City of Whittier 13230 Penn Street, Whittier, CA 90602
[email protected] (562) 567-9320
City of Hawthorne - Commercial Rehabilitation Program Design Program Consultant | 2005 - Current
Juan provided the program architectural design services for the Gity's Commercial Rehabilitation Program. Juan's services to the City included meeting with the applicants to discuss the renovations that were desired bythe applicants and preparing initial designs for Planning Commission review and approval; construction drawings and specifications for the bid package; on-site progress inspections; and making himself available for the contractor on any questions regarding the proposed rehabilitation work.

Programs: CDBG I DBRA
Kimberly Mack, Director of Housing, City of Hawthorne
4455 West 126th Street, Hawthorne, CA 90250
[email protected] (310) 349-1603
Client:

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

RUDY VARGAS
Associate

AREAS OF EXPERTISE
Grants Managetnent
Case Managetnent
CARES Act
Real Estate

YEARS OF EXPERIENCE
4 Years

CERTIFICATIONS/TRAIN ING
Licensed Real Estate Agent
License # DRE 02120351
B.S. Business Admirristration
Business Finatrce
University of the Potomac

WORK HISTORY
LDM Assocrates, ltrc
2019 Presetrt
Realty Orre GroLtlr
2O2O Present
Congressional llisPan ic
Leadership lnstitr"rte. lnc
201 6 201 I
r-ILLDM

EDUCATION
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 QPRg. 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 development of Consolidated Plans and Annual Action Plans' California Housing and Community Development Emergency Rental Assistance Program (ERAP)
Case Manager Team Lead I Novembet 2O2O - July 2O22
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-1 9 pandemic. He oversees up to 10 case management staff responsible for reviewing applications for rental assistance, ensuring all required documentation is collected and reviewed, and determining eligible assistance amounts. Rudy is responsible lor overseeing case manager's productivity, providing technical assistance and support, identifying and elevatingpotentialinstancesoffraud,performingoA/ocofapplicationreviews,distributing and enforcing updated policies and procedures, and coordination with other case management teams and leadershiP'
Programs: U.S. TreasurY CARES Act
Client: Holly Smith, Senior Manager, HORNE LLP
661 Sunnybrook Rd., Suite 100, Ridgeland, MS 391 57
[email protected] I (601) 326-1168
CIty ol Rancho Cucamonga, CDBG'CV Program Admlnlstratlon Consultant / Associate I October 2020'Current
Rudy provided CDBG-CV program underwriting services to the City of Rancho Cucamonga for the COVID Business Assistance Program comprised of a Small Business Assistance as well as a Microenterprise Assistance Program. ln 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 GDBG-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 verif ication, and closeout.

Programs: CDBG I CDBG-CV
Client: Flavio Nuiez, Management Analyst ll, City of Rancho Cucamonga 10500 Civic Center Drive, Rancho Cucamonga, CA 91 730
[email protected] I (909) 782-5157

PROJECT SPECIFIC EXPERIENCE
DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

RUDY VARGAS
Associate

PROJECT SPECIFIC EXPERIENCE
City of Rancho Gucamonga, CDBG Housing Rehabilitation Program (CDBG) Consultant / Associate I 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 Nufiez, Management Analyst ll, City of Rancho Cucamonga 10500 Civic Center Drive, Rancho Cucamonga, CA 91730
[email protected] I (909) 782-5157
City of lrvine - lrvine Recovery Plan (lRP) Grants Program lmplementation Consultant / Associate I January 2020 - Current
Rudy provided program administration and implementation services to the City of lrvine on their lrvine Recovery Plan (lRP) Grant Program. The Program is funded through the American Rescue Plan Act ol 202'l (ARPA). The program invested in the lrvine community by funding grants for nonprofit-run programs that provide relief and recovery from the COVID-19 pandemic. Through the lrvine Recovery Plan - Vulnerable Populations and Small Business Assistance Grants Program, the City of lrvine provided two-year grants to local nonprofit organizations that provide services and programs to the lrvine community. Nonprolits 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 ol 2021
Glient: Lisa Varon, Housing Manager, City of lrvine
1 Civic Center Plaza, lrvine, CA 92606
[email protected] I (949) 724-6612
DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 r-ILLDM
Associates . lnc

3.7 PnoposAl RespoNsE

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

3.7 PROPOSAL RESPONSE
Scope Of Work
ln accordance with RFP 783-23, LDM will provide staffing and other resources required to perform the scope of work identified in the RFP, as follows:

Finalize Program Design: LDM will provide the City with a recommended program design and implementation program based on the Program Description listed in the City's RFP. The Program Design will include all necessary program elements, steps/process, marketing materials, outreach strategy, application forms, rehabilitation education strategy, form of loan documents, underwriting criteria, record keeping and documentation policies and on-going reporting requirements for the proposed program. LDM will request the City to provide appropriate review and comment of proposed materials, in consultation with LDM.

Marketing and Outreach: LDM will develop an affirmative action marketing plan to market the Housing Rehabilitation programs to the target audience of qualified homeowners. LDM will include, but not limited to print, web-based media and community engagement activities. ln addition, LDM will conduct educational sessions and webinars for lenders and realtors and create a list of approved Lenders qualified to work with the City's Rehabilitation Program borrowers. Language translation of marketing materials should be considered based on the design of the marketing plan.

Application tntake: LDM will develop an application for City approval and will be responsible for communicating with potential applicants and instructing them on how to apply for the program.

This includes directing the applicant to the website for application and program information. LDM will receive and process all applications and review them for accuracy, completeness, and appropriate supporting documents necessary to determine income eligibility. LDM will assist applicants that submit incomplete applications by informing them of the information needed to complete the application package.

Reporting/Monitoring: LDM will maintain a separate file for all applicants, including those that are denied assistance. Files may be periodically monitored by REED staff for compliance. LDM will submit to the City quarterly program reports and an annual report summarizing the program's progress along with the required statistical data, per RFP requirement.

Other Activities & Meeting: LDM will perform any such other activities as required to properly administerthe program. LDM will participate in City Council meetings as required in the RFP' Project Approach
LDM proposes to provide the Housing Rehabilitation services on-site and at its home office as requested by the City. We anticipate becoming an extension of City staff and would provide flexible scheduling which meets the needs of the City. ln addition, we would make ourselves available to attend meetings as requested by staff. We will make ourselves available during non- scheduled hours should the need arise by providing staff with our cell phone nu mbers.

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 LDM proposes to provide the staffing and resources that are necessary to implement a successful Housing Rehabilitation Program. The following section outlines LDM's approach to the reha bi litation process.
lntake/assessment of eligibility (review applications): LDM will make initial eligibility determination of applicants based on established City program eligibility criteria and grantfunding income guidelines. Eligibility determination willalso include the need for rehabilitation measures to correct relevant housing code or Housing Quality Standard (HaS) deficiencies.

Property lnspection: lnspections will take place a minimum of four (4) separate times during the rehabilitation process, depending on the level of rehabilitation. LDM will perform site visits to ascertain that approved and contracted/applicable rehabilitation work is proceeding properly and satisfactorily, will authorize (with the homeowner's written approval, including signature and date) appropriate change orders, and will mediate in the event of owner dissatisfaction with the work done by the contractor. The initial property inspection takes place following LDM's determination of applicant and property eligibility to determine rehabilitation needs for the purpose of the funding recommendation, environmental review and whether or not hazardous materials testing will be necessary.

Subsequent inspections take place during the construction phase to verify compliance with contract specifications in order to validate the release of funds from escrow to the contractor. LDM and the owner will conduct the final inspection upon completion of all work items.

Work write-ups: For each eligible dwelling to be assisted, LDM will complete a detailed Work Description and Bid Proposal that details the rehabilitation work to be performed, including estimated costs of each activity, materials to be used, and industry or regulatory standards to be met. This write-up will be signed and dated by the homeowner.

Solicitation and selection of construction contractors: LDM will assist approved homeowners in the identification, proper solicitation, and selection of contactors qualified to perform the authorized rehabilitation of eligible housing units in accordance with the requirements of the funding grant (i.e., CDBG, HOME, CalHome, etc.). LDM will review work orders/contracts/agreements that contractors will sign, and LDM will assist homeowners in ensuring the description of the work contained in any contracts/agreements/work orders with contractors is as accurate as possible.

Prepare Environmental Review and Assessment: Prepare all environmental review documentsfor each property being rehabilitated. For CDBG funded activities, a Tiered Environmental Review process would be prepared to include the Request for Release of Funds (RROF)from HUD.

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 Loan underwriting: LDM will order Policy of lnsurance of Record Title (PIRT) Policy or State mobile home title reports from the State Department of Housing and Community Development (as applicable) as well as property appraisals to determine the estimated post-rehabilitation value on units to be assisted with grant funds. LDM will also prepare Loan Review Committee (LRC) Report and LRC Agenda & Determination Form as well as schedule and conduct LRC meetings.

Loan document execution: LDM shall facilitate the execution of loan documents by the owner and City official at City offices or at the dwelling unit to be assisted. ln addition, LDM shall prepare construction contract and, if required, escrow account control instructions; arrange for the City to fund the escrow account and submit Deed of Trust and Request for Notice to title company for recordation following the three (3)-business day cancellation period (5-days for seniors over 65).

Approval of construction contractor payments: As rehabilitation progresses and as invoices are submitted by contractors, LDM will verify that the expenses a re reasonable and the work has been completed properly (including sign-off the owner) and will submit to City the applicable form(s) executed by contactor, property owner, and LDM indicating that the work has been completed and it is satisfactory. This will be City's verification of LDM approval of contractor payment(s). Major tasks will require approval from the City before the LDM can proceed with work prior to signing a contractor agreement.

Coordinate with City Staff. LDM shall coordinate with City staff on the processing of invoices and addressing any general administrative issues that arise during the rehabilitation process. provide public information. LDM shall develop marketing materials and work with City and local agencies in the marketing of the program to the residents of the city. provide the City monthly status reports. LDM shall prepare and maintain a status log and provide monthly reports to the City on the progress of the program. The status reports shall also include budget reports on the expenditures and remaining balances per project and by program.

Maintenance of case files and other records: For each application, LDM will maintain case files, including but not limited to application and documentation of eligibility, workwrite-ups, contractor selection criteria, copy of contract/agreement/work order between owner and contractor(s), documents on all necessary licenses and permits, site visit/inspection reports (including final inspection), change orders as applicable, and contractor invoices for payment (with owner-signed- off). LDM will maintain these and other program and financial records in accordance with grant record keeping requirements as specified in the Agreement.

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 Methodology
The following flow chart describes the methodology that LDM typically uses to accomplish the rehabilitation work outlined in the RFP. Tasks that require City participation and/or involvement arenoted. AllothertasksarecompletedbyLDMstaff (blueitemspertaintograntfundedprojects, green items together with blue items pertained to loan funded projects). t
ReviewAoolication
-Veriff applicant eligibility. Review supporting income documentation to determine household income. and uti bills.Review Grant le Home
DenyAoolication
lssue Termination Letter with explanation of why the application was not accepted. Place copy of application in termination file; return original application to applicant.

Aoolwe Aoplication
-Start Pro1ect File using File Checklists
-Schedule initial property inspection via phone
-Send lnitial Property lnspection letter
t.D S&
lnitial Property lnspection
-Complete inspection checklist
-Print and file inspection photographs
-Draft Work Description and Bid Proposal Form
internal cost estimate
Environmental Review
-Complete Federal Rehabilitation Environmental Review
form
-Complete lead-based paint determination
-Order Lead-Based Paint or Asbestos test and report (as applicable)
-Submit Historic Review Request to State Historic
Preservation Officer ("SHPO") (properties over 50 years old with the exception of mobile homes, which are not
considered historic
Loan Undenrrltlng& LRG
-Order Policy of lnsurance of Record Title (PIRT) Policy -Order Credit Report
-Order appraisal or run comparable sales data
-Prepare Loan Review Committee (LRC) Report
-Prepare LRC Agenda & Determination Form
-Schedule and conduct LRC
LoanApprwed
-Send LRC Approval Notification and Request forApproval of Work Letter
lnitiate Owner Procurement Process
-Upon receipt of signed Work Description, transmit bid
packages including hints for securing bids, four (4) work descriptions with instructions to bidders and the City's list of interested

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 Bid Evaluation
-Owner submittal of three (3) or more
responsive bids to City
-Evaluation of submitted bids and internal cost
estimate
-Evaluation of low bid contractor eligibility
(CSLB, SAM, City Business License, Worker's
Compensation, additionally insured General
Liability lnsurance and W-9 form)
-Schedule pre-construction meeting 1 week
following loan document execution.

Loan Document &ecution
-At City office, Owner executes:
-Promissory Note
-Deed ofTrust [Notary]
-Truth ln Lending
-ltemization of Amount Financed
-Notice of Right to Cancel
- lmprovement Agreement
-Housing Manager Executes:
-Request for Notice [Notary]
-lmprovement Agreement
-Prepare construction contract
-Prepare escrow account control instructions
-Fund escrow account
-Submit Deed of Trust and Request for Notice to Title company for recordation following the three (3)-business day cancellation period Pre-Construction ConFrence & Construction Contract Signing -At project site, review the Work Description and Bid Proposal Form -Review contract documents, payment provisions, time of performance, and the General Conditions -Execute contract documents (providing copies to Owner and contractor) on conference Si n-ln Sheet and Minutes
issue the Notice to Proceed.business
Notice to Proceed
-Fol the three
-Upon contractor submittal of partial invoice for 1007o completed contract line items to the City, City reviews invoice and supporting documentation and prepares the payment request package, including:
-Progress lnspection Report
-Payment Release Authorization Form
-Contractor lnvoice
-Conditional Lien Release
-Signed-off City/State Permits for invoiced line items requiring permits -Conduct progress inspection with Owner and obtains required approval -City reviews and approves payment request through the Program Administrator contract Cha Orders asand
Retention Release
-Thirty-five (35) calendar days following the recordation of the Notice of Completion, the City obtains the following documents from the Owner: Retention of Finalent of
Final Payment & Notice of Completion
-Upon contractor submittal of final invoice for 1 00o/o completed contract line items (not previously paid) to the City, City reviews invoice and supporting documentation and prepares the payment request package, including:
-Final lnspection Report
-Payment Release Authorization Form
-Contractor lnvoice
-Conditional Lien Release
-Signed-off City/State Permits for invoiced line items requiring permits -Notice of Completion form
-Conducts final inspection with Owner and obtains required approval signatures, including the execution of a Notice of Completion. Conflrm that Owner has not received any 20-day Preliminary Notices of Lien. -Take pictures of final work product to match up with initial inspection photographs -City approves final payment request through the
O LDM Associates, lnc.20!2
Administrator

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3.8 Notu-DtscLosuRE CoruFltcr oF INTEREST
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3.8 NON.DISCTOSURE CONFLICT OF INTEREST
LDM Associates, lnc. is not aware of any possible conflicts of interest with current clients or staff membersortheCity. Weareenclosingasigned"ExhibitA,Conflictof lnterestandNon-Disclosure Agreement" as part of this proposal (Exhibit A - Conflict of lnterest and Non-Disclosure Agreement provided below):

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DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 City of Lancaster
Request for Proposals ("RFP") 784-23for
Housing Rehabilitation Program
'EXH|BtT A" CtTy OF TANCASTER CONFLTCT OF INTEREST/NON-DISCLOSURE STATEMENT It is the policy of the City of Lancaster to prevent personal or organizational conflict of interest, or the appearance of such conflict of interest, in the award and administration of City Contracts, including, but not limited to Contracts for Professional Services Agreements ("PSA") with potential Proposers.

I do not have specific knowledge of confidential information regarding RFP responses received in response to the Request for Proposal 'RFP" 783-23 for Housing Rehabilitation Program lagree not to disclose or otherwise divulge any information pertaining to the contents or status of any RFp response to anyone. I understand the terms and "disclose or otherwise divulge" to include, but are not limited to, verbal conversations, written correspondence, or reproduction of any part or any portion of any RFP response.
l, the undersigned, hereby certify that the following statements are true and correct and that I understand and agree to be bound by commitments contained herein.

Rudy E. Munoz (Print Name)
None (Relationship to the City)
None (Relationship to the Proposers)
(Signature)
02t08t2023 (Date)
Must be included in final RFP submittal
Submittals Due: February 13,2023, by 9:00 am Page 18 of 27 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 :l
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3.9 PNOTCSSIONAL SERVICE ACREEMENT
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1 3.9 PROFESSIONALSERVICESAGREEMENT
LDM Associates, lnc. agrees to each clause contained in the Professional Services Agreement ("PSA") with the exception otherwise indicated in "Exhibit B, Professional Services Agreement Exceptions Summary." (Exhibit B - Professional Services Agreement Exceptions Summary provided below):

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DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 City of Lancaster
Request for Proposals ("RFP") 784-23 for
Housing Rehabilitation Program
)
'EXHIBIT B' PROFESSIONAL SERVICES AGREEMENT EXCEPTIONS SUMMARY Mark the appropriate choice, below
Proposers accepts the PSA without exception
OR
X Proposers proposes exceptions to the PSA.

Summarize all exceptions on a separate document. Enclose a written summary of each change and title as "Exception Summary", which shall include the Proposers' rationale for proposing each such exception. Each exception must be labeled with the Section number in the PSA. Failure to properly reference exceptions in the submitted su m the response as non-responsive.

Signature
Rudy E. Munoz
Printed Name
Senior Executive Vice President
Title
02t08t2023
Date
Must be included in final RFP submittal.

Submittals Due: February 13,2023, by 9:00 am PageL9 of 27 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 EXHIBIT "B' EXCEPTION SUMMARY
MDG would like to request that Section 7 of the agreement be revised to read as follows

7. REPORTS AND RECORDS

7.3 Ownership of Documents. CONSULTANT will be providing certain proprietary documents, 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 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. lf 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 performance 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.

The CONSULTANT warrants and represents that it has secured all necessary licenses, consents or approvals necessary to the production of the Work Product, and that upon final payment, the CITY shall have full legal title to the Work Product, and full legal authority and the right to use and reproduce the Work Product for any purpose. The CONSULTANT shall defend, indemnify and hold the CITY, and its elected officials, officers, employees, servants, attorneys, designated volunteers and agents serving as independent contractors in the role of city officials, harmless from any loss, claim or liability in any way related to a claim that the GITY's use of any of the Work Product is violating federal, state or local laws, or any contractual provisions, or any rights or laws relating to trade names, licenses, franchises, copyrights, patents or other means of protecting intellectual property rights or interests in products, ideas or inventions. Consultant shall bear all costs arising from the use of patented, copyrighted, trade secret or trademarked documents, materials, equipment, devices or processes in connection with its provision of the Work Product produced under this Agreement. ln the event any the use of any of the Work Product or other deliverables hereunder by the CITY is held to constitute an infringement and the use of any of the same is enjoined, CONSULTANT, at its expense, shall:
(a) secure for the CITY the right to continue using the Work Product and other deliverables by suspension of any injunction, or by procuring a license or licenses for the CITY; or (b) modify the Work Product and other deliverables so that they become non-infringing while remaining in compliance with the requirements of this Agreement. The CONSULTANT's covenants underthis Section shall survive the expiration or termination of this Agreement.

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 I
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3.10 ACTruOWLEDGMENT Or INSURANCE
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3.10 ACKNOWLEDGEMENT OF INSURANCE
LDM Associates, lnc. acknowledges that it meets all of the insurance requirements as outlined in the Professional Services Agreement. Compliance with these requirements is further indicated with the signature of "Exhibit C, Acknowledgement of lnsurance Requirements and Certification of Ability to Provide and Maintain Coverages Specified." (Exhibit C, Acknowledgement of lnsurance Requirements and Certification of Abilityto Provide and Maintain Coverages Specified provided below:)
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DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 City of Lancaster
Request for Proposals ("RFP") 784-23 for
Housing Rehabilitation Program
'EXHIBIT C" ACKNOWTEDGMENT OF INSURANCE REqUIREMENTS AND CERTIFICATION OF ABITITY TO

PROVIDE AND MAINTAIN COVERAGES SPECIFIED
Rudy E. Munoz the Senior Executive Vice President
(President, Secretary, Manager, Owner or Representative) LDM Associates, lnc certify that the
(Name of Company, Corporation or Owner)
Specifications and General Provisions regarding insurance requirements as stated within the Professional Services Agreement (PSA), for the Purchase Contract designated Request for Proposal ('RFtr') for 783-23 for Housing Rehabilitation Program have been read and understood and that our Company is able to provide and maintain the coverage as specified in the PSA. Failure !q provide said coverage, upon request to finalize the PSA prior to award shall be sufficient cause for immedialil ual rd. Failure to maintain said coverage shall result in termination of the contract.

Signatu re
Rudy E. Munoz
Printed Name
Senior Executive Vice President
Title
02t08t2023
Date
Must be included in finol RFP submittal.

Submittals Due: February 13,2023, by9:00 am Page2}0I 27 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 I
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3.1 1 AOOTruDUM ACTruOWLEDGEMENT
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3,LL ADDENDUM ACKNOWLEDGEMENT
LDM Associates, lnc. acknowledges that it has received all posted Addendums to the RFP and acknowledge by way of signature on "Exhibit D, Addendum Acknowledgment." (Exhibit D, Addendum Acknowledgment provided below:)
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City of Lancaster
Request for Proposals ("RFP") 784-23 for
Housing Rehabilitation Program
/EXHIBIT D" ADDENDUM ACKNOWTEDGEMENT
The Proposers hereby acknowledges the following Addenda Number(s)to this RFP have been received, if any.

Proposers understands failure to acknowledge any addenda issued may cause the RFP response to be considered non-responsive. lt is the Proposers' responsibility to check the City of Lancaster website to identifiT and download the number of addenda that have been posted. a None
Signature
Rudy E. Munoz
Printed Name
Senior Executive Vice President
Title
ozt0812023
Date
Must be included in final RFP submittal.
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Submittals Due: February 13,2023, by 9:00 am Paee2lof 27 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 I
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3.L2 DeeaNMENT AruD SUSPENSION
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3.L2 DEBARMENT AND SUSPENSION
LDM Associates, lnc. verifies by way of signature to Exhibit E, Debarment and Suspension Certification Form" that it is not currently listed on the Governmentwide exclusions in the System for Award Management (SAM), per 2 CFR Part 200. (Exhibit E - Debarment and Suspension Certification provided below:)
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Page lrt4
DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 City of Lancaster
Request for Proposals ("RFP") 784-23 for
Housing Rehabilitation Program
'EXHIBIT E, DEBARMENT and SUSPENSION CERTIFICATION FORM I certify that neither LDM Associates, lnc. (Pro poser) nor any of its proposed subcontractors are not currently listed on the governmentwide exclusions in the System for Award Management (SAM), in accordance with the guidelines under 2 CFR 200 that implement Executive Orders 1.2549 (3 CFR part 1986 Comp., p. L89)and 12689 (3 CFR part 1989 Comp., p. 235), and that neither Proposer nor any of its proposed subcontractors are tax delinquent with the State of California. lacknowledge that if Proposers or any of its subcontractors subsequently are placed under suspension or debarment by a local, state or federal government entity, or if Proposers or any of its subcontractors subsequently become delinquent in California taxes, our Proposal will be disqualified.

Signature
Rudy E. Munoz
Printed Name
Senior Executive Vice President
Title
02to8t2023
Date
Must be included in finol RFP submittol.

Submittals Due: February 13,2023, by 9:00 am PageZ2of 27 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 I
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3.13 PnnrcrPATtoN CLAUSE
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3.13 PARTICIPATION CTAUSE
LDM Associates, lnc. has completed "Exhibit F, Participation Clause," allowing other entities to utilize the RFP response and awarded contract as a piggyback option, subject to the terms of the clause being permitted by the funding grant. (Exhibit F - Participation Clause provided below:) Fage 147
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City of Lancaster
Request for Proposals ("RFP") 784-23 for
Housing Rehabilitation Program
'EXHIBIT F" PARTICIPATION CLAUSE
It is hereby understood that other government entities, such as cities, counties, and special/school districts may utilize this RFP response at their option for equipment or services at the RFP response price for a period of 180 days. Said entities shall have the option to participate in any award made because of this solicitation.

Any such piggy-back awards will be made independently by each agency, and the City of Lancaster is not an agent, partner or representative of these agencies and is not obligated or liable for any action of debts that may arise out of such independently negotiated piggy-back procurement. Each public agency shall accept sole responsibility of its own order placement and payments of the Proposers.

Successful Proposers will extend prices as proposed herein to other governmental agencies, please specify.

YES X No
Must be included in finol RFP submittal
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Submittals Due: February 13,2023, by 9:00 am Page23 of 27 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 I
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3.T4 SIENATURE OF AUTNORITY
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3.L4 SIGNATURE AUTHORITY
LDM Associates, lnc. has completed "Exhibit G, Signature of Authority," declaring that we have carefully examined the instruction indicated therein. This includes allterms and conditions and specifications and hereby propose and agrees, if the RFP response is accepted, to furnish all material in accordance with the instruction and specifications in the time and manner prescribed forthe unit cost amounts set forth in our RFP response. (Exhibit G - Signature of Authority provided below:)
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DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 City of Lancaster
Request for Proposals ("RFP") 784-23 for
Housing Rehabilitation Program
"EXHIBIT G" SIGNATURE OF AUTHORITY
The undersigned firm declares that he has carefully examined the specifications and read the above terms and conditions, and hereby proposes and agrees, if this RFP response is accepted, to furnish all material in accordance with the specifications and instructions, in the time and manner therein prescribed for the unit cost amounts set forth in the following RFP response.

THE PROPOSERS IN SUBMITTING THIS RFP RESPONSE MUST FILL 'N
THE FOLLOWNG INFORMATION. FAILURE TO DO SO
MAY DEEM YOUR RFP RESPONSEASruON-RESPONSIVE.

Company Name:

LDM Associates, lnc.

Address:
{Street, Su. # City, State, zip}
10722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
Telephone #:
(909) 476-9696
Fax #:
(e09) 476-6086
E-mail address:
[email protected]
Web Address:

Authorized Representative : ( print)
Rudy E. Munoz
Title:

Senior Executive Vice President
Signature: Date
02t08t2023
Must be included in final RFP submittal.

Submittals Due: February 13,2023, by9:00 am Page2{of 27 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 I
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3.15 COMPANY REFERENCES
LDM Associates, lnc. is providing references under "Exhibit H, Reference Worksheet" as requested in the RFP. (Exhibit H Reference Worksheet provided below:) I
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DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 I
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City of Lancaster
Request for Proposals ("RFP") 784-23 for
Housing Rehabilitation Program
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'EXHIBIT H,, R EFERENCES WORKSHEET
The following References Worksheet must be complete, please do not mark "See Attached". This Exhibit must be included with the Proposal. Provide aminimum of four (4) clients that are similar in size to the City of Lancaster that your company has conducted comparable or like services. Preferred references should be government agencies and be a current customer with in the past th ree (3) years. Please verify accuracy of contact information. -.t
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City of PalmdaleCompany Name
Contact Name and Title Sophia Reyes, Housing Coordinator Company Address 38250 Sierra Highway, Palmdale, CA 93550 Contact Telephone Number (661) 267-5126
Contact Email
sreyea@cityofpalmdale. org
CDBG/HOM E/NSP/CV Programs Administration,
Housing lnspections. Annual Cost $180,000.

Description of Comparative Services and
Project Cost (please be specific)
City of UplandCompany Name
Robert Dalquest, Director of Dev. Services AdminContact Name and Title 460 N Euclid Ave., Upland, CA 91786Company Address
(909) 931-4148Contact Telephone Number
rdalquest@ci. upland. ca.us
Contact Email
CDBG/HOME/CV Programs Admin., Housing and
Commercial Rehab, LC. Annual Cost $280,000
Description of Comparative Services and
Project Cost (please be specific)
Submittals Due; February L3,2023, by 9:00 am Page25 ol 27 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 -t
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City of Lancaster
Request for Proposals ("RFP") 784-23 for
Housing Rehabilitation Program
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City of HawthorneCompany Name
Kimberly Mack, Director of HousingContact Name and Title Company Address 4455 W 126th St., Hawthorne, CA 90250
Contact Telephone Number (310) 349-1603
Contact Email
kmack@cityofhawthorne. org
CDBG/HOME/CV Programs Admin, Housing and
Commercial Rehab, LC. Annual Cost $390,000
Description of Comparative Services and
Project Cost (please be specific)
City of FontanaCompany Name
Valerie Gonzales, Housing ManagerContact Name and Title 8353 Sierra Ave., Fontana, CA 92335Company Address
(909) 350-6625Contact Telephone Number
voonza les(Ofontana. oro
Contact Email
Description of Comparative Services and
Project Cost (please be specific) CDBG/HOME/ESG/CV Program Admin, Housing lnspections, LC. Annual Cost $175,000
Submittals Due: February 73,2023, by 9:00 am Page 26 of 27 DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 I
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Associates.lnc.

3.16 LrruE ITEM PnrclNG
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DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98

3.16 LINE ITEM PRICING
Based on the scope of work represented by the City's RFP, Addendum #L issued under RFP 783-23, and the City's response to question number 15 under RFP 783-23, we are hereby submitting an alternate bid price structure in performing the tasks proposed under the scope of work.

Due to the multiple variables associated with a housing rehabilitation program and the individual projects such as reviewing applications for failed projects; receiving and processing a large number of extensive rehabilitation projects, resulting in a higher unit cost, as compared to a mix of small, medium, and large projects; small or limited contractor pool requiring additional staff time in working with applicant to obtain the necessary bids.

LDM proposes to bill on a time and material basis with a not-to-exceed cost of 20% of the overall program budget. This will allow LDM to bill for the proportionate of time that is associated with a small, medium, and large-scale rehabilitation project. The not-to-exceed budget amount would cover the costs of failed projects. Staff hours will be billed based on actual work hours performed and billed as listed in the following Schedule of Hourly Billing Rates.

SCHEDUTE OF HOURTY BILLING RATES
Rates effective as of July L,2022
Title
PY
2022-2023
PY
2023-2024
PY
2023-2024
PY
2025-2026
President/Senior Vice President S124.so S128.oo s131.oo S134.oo Vice President s119.00 Stzz.oo S12s.oo s128.00
Director S114.oo s117.00 S12o.oo S123.oo
Manager Sros.so s111.so S114.so $rrz.so
Senior Associate s102.so Sros.so s108.o0 S111.oo
Associate 592.so Sss.oo 597.so 5100.00
Senior Project Assistant S76.oo S78.oo S80.oo S82.oo
Project Assistant S71.oo S73.oo s7s.00 Szz.oo
Secretary s49.so Ssr.oo ss2.so Ss+.oo
LDM Associates, lnc. has completed the line-item pricing in the "Exhibit I Schedule of Compensation" as requested in the RFP. (Exhibit I - Schedule of Compensation provided below:)

DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98 EXHIBIT "1"

SCHEDULE OF COMPENSATION
rl Tasks listed below:

Task 1 - Finalize Program Design
Task 2 - Marketing and Outreach
Task 3 - Application lntake (Per Selected Recipient)
Task 4 - Reporting/Monitoring
Task 5 - OtherActivities & Meetinos
Task Total
$10,000 (Lump Sum)

0.5% of budget*

18.0o/o of budget*

1.Oo/o of budget*
5o/" of budoet*
Not-to-Exceed Proposal 20o/o of Budget + $10,000*
Based on the scope of work represented by the City's RFP, Addendum #1 issued under RFP 783- 23, and the City's response to question number 15 under RFP 783-23, we are hereby submitting an alternate bid price structure in performing the tasks proposed under the scope of work.

Due to the multiple variables associated with a housing rehabilitation program and the individual projects such as reviewing applications for failed projects; receiving and processing a large number of extensive rehabilitation projects, resulting in a higher unit cost, as compared to a mix of small, medium, and large projects; small or limited contractor pool requiring additional staff time in working with applicant to obtain the necessary bids.

LDM proposes to bill on a time and material basis with a not-to-exceed cost of 2O% of the overall program budget. This will allow LDM to bill for the proportionate of time that is associated with a small, medium, and large-scale rehabilitation project. The not-to-exceed budget amount would cover the costs of failed projects. Staff hours will be billed based on actualwork hours performed and billed as listed in the following Schedule of Hourly Billing Rates.

SCHEDULE OF HOURLY BILLING RATES
Rates effective as of J 1,2022
.)
PY
2022-2023
PY
2028-2024
PY
2024-2025
PY
2025-2026Title
$134.00PresidenUSenior Vice President $124.50 $128.00 $131.00 $128.00$119.00 $122.00 $125.00Vice President
$123.00Director $114.00 $1 17.00 $120.00
$114.50 $117.50Manager $108.50 $111.50
$108.00 $11 1 .00Senior Associate $102.50 $105.50
$97.50 $100.00Associate $92.50 $95.00
$78.00 $80.00 $82.00Senior Project Assistant $76.00
$73.00 $75.00 $77.00Project Assistant $71.00
$51.00 $52.50 $54.00Secretary $49.50
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DocuSign Envelope ID: 8C454D24-EB06-4D60-90ED-233A02F609C8 DocuSign Envelope ID: 04AE8C63-9DFE-42F0-8173-1A12A3001E98