implemented the CARES Act which resulted in new sources of funding from HUD in the form of CDBG-CV, ESG-CV, and HOME-ARP grants. The CARES funding grants have their own grant specific requirements, which both the City and its subrecipients had to quickly familiarize themselves with. Having the support of consultants to quicky disseminate and interpret regulations as they were published was pivotal to achieving compliance and providing appropriate support to subrecipients, while delivering successful programs.
Due to the variable workloads during the year, requirements to be timely and responsive to changes and demands of HUD can be challenging for the City to manage with fixed staffing levels. The Consultants will provide the technical resources as needed to bring increased technical expertise and to provide additional support during fluctuations of demand. The City will continue to provide accounting support and internal audits through the Financial Operations Division.
Due to these factors, the diversity of the funding sources, and continued need to support the low and moderate-income households and neighborhoods in the City, the City is seeking to continue with a comprehensive solution to the City’s grant administration and compliance requirements with the engagement of professional consultants.
In January 2022, the City processed a Request for Proposals (RFP) for Grants Administration Services of Housing and Urban Development (HUD) Programs, Services and Activities Related to Community Development Block Grants (CDBG), HOME Investment Partnership Program (HOME), Emergency Solutions Grant (ESG), and Neighborhood Stabilization Program Grant (NSP).
Through a competitive process, three companies were reviewed, as a result Avant Garde and Willdan Financial Services were determined to possess the most comprehensive program implementation and administration plans to provide technical direction and assistance, preparation of reports, determination of project eligibility along with monitoring of programs to assure compliance, administration of sub-recipient contracts. Additionally, the Consultants also can provide loan monitoring; loan processing; assistance with affordable housing refinances, resells; loan portfolio analysis; and environmental reviews.
By selecting both Avant Garde and Willdan Financial Services (Willdan) to provide grant administration services, the City is putting themselves in a position to maximize resources to ensure compliance in multiple areas, while having access to a vast knowledge base of multiple grant funding sources. Additionally, the program elements that each Consultant will be responsible for has been strategically selected to ensure they match their strengths, and capacity.
Avant Garde will support program compliance elements such as the Analysis of Impediments, Assessment of Fair Housing, the Consolidated 5-year Plan (Fiscal Years 23/24 thru 27/28), the Annual Action Plan, CAPER, and CDBG, HOME and ESG entitlement grants. With the regulatory compliance elements being so closely A.12
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intertwined with the CDBG, HOME, and ESG funding, Avant Garde’s involvement will streamline processes, given that Avant Garde has already been involved with these regulatory items.
Willdan will continue to support all Coronavirus related HUD funds, as well development projects such as Courtyards at Cottonwood which is currently under construction and will also be available as program needs determine for on call projects and monitoring.
As the COVID-19 funds were deployed Willdan became the City’s most trusted resource in the implementation and administration of these funds, therefore, it is in the City’s best interest to create continuity for compliance purposes until these funds are fully deployed.
This report recommends approval of a contract with these Consultants for Grant Administration Services.
With the current goals being to provide a high level of customer service; maintain existing programs in compliance with HUD’s requirements and the executed agreements; make timely reinvestments of funds; and the influx of pandemic driven funding, it is staff’s recommendation that the City will best leverage the Federal funds received to the greatest benefit of the public by awarding the grant administration services to Avant Garde and Willdan.
Staff requests the City Council authorize the City Manager to execute an agreement with Avant Garde and Willdan Financial Services to provide Grant Administration Services and approve any future amendments subject to: a) satisfactory performance by the Consultant for services performed; b) approval from the City Attorney; and, approval of continued funding by the City Council.
ALTERNATIVES
1. Approve and authorize the recommended actions as presented in this staff report. Staff recommends this alternative as it will allow the City to continue with a comprehensive solution to Grant Administration.
2. Do not recommend approval of proposed Recommended Actions as set forth in this staff report. Staff does not recommend this alternative as it will not allow the City to continue with a comprehensive solution to Grant Administration.
FISCAL IMPACT
The proposed cost of the agreement for Avant Garde to provide grants administration services is an amount not to exceed $325,000 per fiscal year for services between July 1, 2022 thru December 31, 2028 for Plan Years 2023/2024 thru 2027/2028. This agreement will cover all efforts prior to and after the new Consolidated Plan Cycle as determined by HUD. This agreement is not to exceed $1,775,000. Estimated costs by Fiscal Year are as follows:
• FY 22/23: $ 75,000 (Implementation of 5-year plan)
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• FY 23/24: $325,000 (Program Year 1)
• FY 24/25: $325,000 (Program Year 2)
• FY 25/26: $325,000 (Program Year 3)
• FY 26/27: $325,000 (Program Year 4)
• FY 27/28: $325,000 (Program Year 5)
• FY 28/29: $ 75,000 (thru final reporting 12/31/2028)
The proposed cost of the agreement for Willdan Financial Services to provide on-call grants administration services is an amount not to exceed $250,000 for services between July 1, 2023 thru June 30, 2028. Willdan is currently under contract thru June 30, 2023.
The Consultants will be funded with available administrative funds received from HUD.
With an increased focus on grant administration, the City will seek to minimize any potential liabilities and/or increases in the cost of services to the public.
There will be no impact to the General Fund.
NOTIFICATION
Posting of the agenda.
PREPARATION OF STAFF REPORT
Prepared by: Department Director Approval:
Dena Heald Brian Mohan
Deputy Finance Director Assistant City Manager
Chief Financial Officer/City Treasurer
CITY COUNCIL GOALS
None
CITY COUNCIL STRATEGIC PRIORITIES
1. Economic Development
2. Public Safety
3. Library
4. Infrastructure
5. Beautification, Community Engagement, and Quality of Life
6. Youth Programs
ATTACHMENTS
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To view large attachments, please click your “bookmarks” on the left hand side of this document for the necessary attachment.
1. Avant Garde - Proposal
2. Willdan Financial - Proposal
APPROVALS
Budget Officer Approval ✓ Approved . 6/07/22 10:31 AM
City Attorney Approval ✓ Approved .
City Manager Approval ✓ Approved . 6/07/22 11:17 AM
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City of Moreno Valley
Professional Services for Grant Administration of HUD
Programs; Services and Activities Related to CDBG,
HOME, ESG, and NSP; and Other Miscellaneous
Federal Award Services
February 16, 2022
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Packet Pg. 292 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 1 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Table of contents
Section 1. Executive Summary...................................................................................................................................2 Section 2. Supplemental Company Information.........................................................................3 Section 3. Professional Team Assignments...........................................................................................4 Section 4. Proposal Costs.......................................................................................................................................... 23 Section 5. Response Template ................................................................................................................................ 25 Section 6. Required Forms....................................................................................................................................... 26 Section 7. Work Samples...............................................................................................................................................27 Attachments:
Appendix I – Scope of Services
Appendix II – Project Experience Sheets
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Packet Pg. 293 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 2 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Section 1. Executive Summary
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Packet Pg. 294 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR A.12.a
Packet Pg. 295 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 3 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Section 2. Supplemental Company Information
AVANT-GARDE specializes in government funding and grant sources with requirements ranging from basic applications and documentation to competitive project submittals. Our team has been instrumental in securing and managing millions of dollars for southern California projects. We assist our clients in identifying federal and state fund allocation balances, assist in determining eligible projects, provide advisement of program requirements and are available to prepare and administer the program as required by the funding agencies. AVANT-GARDE analyzes the agency’s needs and prepares, recommends and administers long-and-short range programs consistent with the economic capabilities of the agency, including information vital to the preparation of the annual budget for the agency. Our team researches grants, submits applications, and continually works with various funding agencies in completing State and Federal forms to ensure that our clients follow grant and funding requirements. To date, AVANT-GARDE has successfully secured over $461.7 million in competitive grant funds for southern California agencies.
AVANT-GARDE has had the privilege of working for the City of Moreno Valley over the past seven years. During this time, our Team has worked closely with City staff in a variety of capacities including implementing the HOME, CDBG, and ESG programs. AVANT-GARDE was retained by the City of Moreno Valley to assist with committing HOME funds for two affordable housing projects facing a lapse of funds. Our scope of services included CHDO certification; preparation of NEPA documentation for the project; project coordination to ensure development and execution of the HOME Commitment Agreement which included coordination with the City Attorney, City staff, and the CHDO; preparation of Council staff reports; and coordination with designated City consultants for preparation of the layering analysis and feasibility study.
Our work has included providing support to staff on responses to HUD findings; project management and monitoring services to carry out two rental projects; and monitoring the Emergency Solutions Grants (ESG) program and its subrecipients including review of policies and procedures, eligibility requirements, reporting and performance measurements, administrative costs, procurement, and recordkeeping. Our services have included guidance to meet program and financial compliance requirements and local financial procedural support. We are well versed in the HUD IDIS portal and are able to monitor the City’s portal regularly to ensure data and reporting accuracy.
AVANT-GARDE assisted in developing the City’s 2018-2023 Consolidated Plan, which included developing notices, community outreach via meetings and surveys, data analysis, and assisting staff in preparing staff reports and participation at City Council meetings. AVANT-GARDE worked with City staff to develop strategic goals to address City needs and activities to align with and meet these goals. Additionally, AVANT-GARDE assisted in preparing the City’s Assessment of Fair Housing, Citizen Participation Plan, and Analysis of Impediments, a document that reviews policies and practices in the community that affect availability and accessibility of housing and housing conditions in the community, for submission to HUD.
Most recently AVANT-GARDE has been assisting the City with a new affordable housing development project including performing a CHDO certification, administering the funding sources used on the project, assisting with management of vendors, and ensuring compliance with HUD regulations. Our familiarity and experience with the City of Moreno Valley establishes our solid working knowledge of the community, processes and institutions which make us uniquely qualified to assist the City and continue serving the community.
Avant-Garde is currently providing the services requested in this RFP to several cities in Southern California, including Moreno Valley, Montebello, Bellflower, Lynwood, El Monte, Cudahy, South Gate, Pico Rivera, Cathedral City, Palm Springs, and Rialto. Most agencies we serve have a long-standing relationship with us and trust our Team to provide these services on upcoming projects.
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Packet Pg. 296 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 4 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Section 3. Professional Team Assignments
To provide exceptional services to the City of Moreno Valley, we have compiled a highly qualified and experienced team.
AVANT-GARDE understands the importance of maintaining professionalism while delivering exceptional customer service to all parties involved, including administrators, city staff, residents, businesses, various agency representatives, and elected officials. The proposed Team has outstanding communication and work skills. Ms. Montoya and Ms. LeNoue have served as municipal employees prior to joining the firm. AVANT-GARDE has a unique understanding and respect for the “City Hall culture” and have the ability to work in a team environment within a public atmosphere that is demanding and fast paced. Furthermore, AVANT-GARDE has had the pleasure of serving a variety of communities and multi-cultural environments with great success. To that note, Ms. Montoya, Ms.
Aguilar, Ms. Lopez, Ms. Santoyo, and Mr. Sanchez are bilingual in English and Spanish. Our years of success are clearly dependent on our interpersonal skills and the ability to respectfully, clearly and concisely communicate both orally and in writing.
Utilizing the expertise of our team, AVANT-GARDE staff will assist as follows:
Lissette Montoya – Oversee the project, team, and all activities; provide direct contact with the City; provide fiscal management oversite; coordinate with Finance to address timeliness issues; address HUD findings and/or issues with any other related correspondence with HUD; coordinate efforts to prepare the Action Plan and CAPER; and manage the HOME, ESG, and NSP programs.
Ana Marie LeNoue – Assist in the oversight of the project, team, and all activities on an as needed basis; manage the CDBG programs; and carry out the grant application cycle including participating in Public Hearings, holding an application workshop, and assisting with the department budget preparation.
Beverly Johnson – IDIS oversight and input as needed; manage the ESG programs, DRGR reporting, assist with preparing the Annual Action Plan and CAPER.
Ralph Castaneda – Prepare the 5-Year Consolidated Plan and Analysis of Impediments to Fair Housing Choices.
Melissa Aguilar – Manage the general CDBG program administration activities and coordinate efforts to prepare the Action Plan and CAPER and any amendments.
Aknesa Ananikyan – Manage the City’s IDIS database including set-up activities; revise and fund activities; update accomplishments and beneficiary information; and clear flags.
Megan LeNoue – Assist in managing the HOME program; prepare MOUs and housing agreements; certify CHDOs; and manage housing development projects.
Program Coordinators and Assistants – Oversee data collections; prepare environmental reports and enter in HEROS; conduct public services monitoring, site visits, evaluations, file management, and reimbursement review; carry out grant application cycle and reviewing applications; prepare subrecipient agreements; monitor subrecipients to ensure compliance with HUD regulations; implement new grants, programs, and property rehabilitation; review and approve reimbursement requests; and conduct research to provide technical assistance.
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Packet Pg. 297 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 5 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Organizational Chart
City of Moreno Valley
Lissette Montoya
Principal/Program Director
Ana Marie LeNoue Ralph Castaneda Beverly Johnson
Program Director Program Director Program Director
Melissa Aguilar Megan LeNoue Aknesa Ananikyan
Program Manager Program Manager Program Manager
Laura Santoyo Summer Mann
Program Coordinator Program Coordinator
David Sanchez Norma Lopez
Program Coordinator Program Coordinator
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Packet Pg. 298 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 6 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Ms. Montoya has more than 20 years of comprehensive expertise in project management and analysis, funding management, grant administration, and community outreach programs. She is experienced in issues impacting City governments and contract administration. Ms. Montoya is the Vice-President and CFO of AVANT-GARDE. She has experience in identifying federal and state fund allocation balances, programming funds, and administers longand-short range programs consistent with the economic capabilities of the City. Ms. Montoya directs the Program Management team to ensure that projects are developed in accordance with policy and procedural requirements, assists in determining eligible projects for various funding sources, and manages development and capital improvement programs/projects from conception to completion. Ms. Montoya has assisted various agencies in performing a variety of analyses and studies to identify State and Federal funding options; performed time-critical and confidential studies related to fiscal and administrative requirements of grant programs; assisted in the grants solicitation process; planned and coordinated the implementation of awarded grants to ensure that the City was in compliance with applicable laws and regulations, and monitored and audited grant expenses. Under her direction, our team has successfully monitored federal and state funding for municipal agencies throughout Southern California and written grants to secure over $461 million in funding for government agencies.
RELEVANT EXPERIENCE
Ms. Montoya has worked with several municipalities under contract to assist with managing HUD funded programs: CDBG, CDBG-CV, HOME, ESG, ESG-CV & NSP programs. Ms. Montoya has experience in strategic planning to ensure that programs/projects are meeting National Objectives and implement in accordance with the regulations established by each program. She serves as project liaison with HUD and has participated in audits with HUD and is well versed with the requirements set forth by HUD.
This includes reviewing expenditure reports and commitment reports for programmed activities and administration of IDIS. She has prepared Action Plan’s, and CAPER’s to ensure the meet the goal of the Consolidated Plan and assisted with the public hearing process for amendments. She has provided oversight for development of sub-recipient agreements as well as monitoring for Community Housing Development Organizations (CHDO) qualifications and implementation of Capital Improvements programs including Section 3 monitoring and Davis Bacon Compliance. Relevant City Experience includes: Rialto, Pico Rivera, Lynwood, Bellflower, Moreno Valley, Montebello, El Monte, Temple City, Bell Gardens, La Mirada, Perris, South Gate, Bellflower, Palm Springs, Cathedral City and Pasadena.
Years of Experience:
20+ years
Education:
Master of Business
Administration – in process,
California State
Polytechnic University,
Pomona
B.S. Business Management,
California State
Polytechnic University
Pomona
A.A. General Studies,
Mount San Antonio
College
Professional Affiliations:
National Women Political
Caucus – LA Metro
National Association of
Professional Women
Lissette Montoya
Principal / Program Director
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Packet Pg. 299 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 7 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Ms. LeNoue has 30 years of experience in municipal services and has been with AVANT-GARDE since 2006. She is the President and C.E.O. of AVANT-GARDE. Ms. LeNoue is capable of overseeing the CDBG public service agency program, identifying and implementing appropriate outreach efforts for the various elements of the Housing Program and assisting with the development of administrative deliverables such as the program evaluation report, required staff and agenda reports, as well as other duties as assigned.
Ms. LeNoue established the company’s foundation in municipal services based on her extensive program management experience that includes 17 years as a municipal employee managing various capital projects and programs. She presently directs the company’s Community Outreach program, Grants program, and CDBG Sub-Recipient services. Ms. LeNoue is a versatile, dynamic, results-oriented leader with a strong track record of performance in high-paced and uniquely challenging organizations. She utilizes keen analysis, insights and team approach to drive organizational improvements and implementation of sound practices. Ms. LeNoue has superior interpersonal skills, capable of resolving multiple and complex issues and motivating staff to peak performance. She has an excellent understanding of the political culture and extensive administrative, operational, fiscal and program management experience.
RELEVANT EXPERIENCE
Currently a member of the CDBG Management Team responsible for the Cities of Montebello, Lynwood, Pico Rivera, South Gate, El Monte, and Bellflower Public Services portion of the program inclusive of managing the sub-recipients, program marketing and facilitating presentations for various portions of their HUD programs including Housing Rehabilitation Program, updating policies and procedures, and providing coordination between HUD and City staff. Assisted the City of Montebello to reach HUD compliance by overcoming numerous findings received in previous program fiscal years. In 2020 she assisted Montebello, Pico Rivera, South Gate, El Monte, Burbank, and Bellflower with the development and adoption of Consolidated Plans, Analysis of Impediments, and CPPs. Processes CDBG and CDBG-CV Substantial Amendments, Annual Action Plans, and CAPERs which included all related community outreach and coordination with City staff and community stakeholders. Currently assisting with the program implementation of CDBG-funded COVID response activities including Cityrun Business Assistance Grants, Emergency Rental and Utility Assistance, and Food Insecurity programs.
Years of Experience:
30+ years
Education:
B.S. Business
Management,
University of Phoenix
Ana Marie LeNoue
Principal / Program Director
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Packet Pg. 300 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 8 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Ms. Johnson has over eighteen years of experience working with Federal, State, local and county grant programs designed to meet the needs of low to moderate-income persons. She has worked within the realm of housing and community development services for the City of Inglewood and the City of Pomona in various employment capacities. She has designed, developed, implemented and managed several housing and community development related programs. Other accomplishments include successfully writing, administering and monitoring an array of grant programs. As support to the Director and other city departments, she has served on various committees.
Ms. Johnson’s experience includes grant administration; environmental review analysis; oversight of personnel; budgeting; strategic planning; plan development; conducting policy and program evaluation; and ensuring compliance with Federal, State and local regulations through program/project monitoring.
RELEVANT EXPERIENCE
City of Moreno Valley
• Auditing of ESG sub recipients.
City of Rialto
• DRGR reporting for NSP.
City of Bellflower and City of Lynwood
• Performs all activities related to IDIS.
• Assists with the preparation of the Annual Action Plan, CAPER, Consolidated Plan and other reports as necessary.
Pacific Code Compliance
Grants Consultant
• Preparation of comprehensive reports (Consolidated Plan, Action Plan, Consolidated Annual Performance and Evaluation Report (CAPER) for submission to the Department of Housing and Urban Development (HUD).
• System reporting for all Federal, State and local grants (i.e. – IDIS, DRGR, E-Snaps, e-LOCCS, SPEARS, HMIS)
• Preparation of staff reports for submission to the City Council. • Conducting oral presentations to Council, citizens, and businesses. • Input of information into HUD’s Integrated Information Disbursement and Information System (IDIS).
City of Pomona – Development & Neighborhood Services
Housing Grants Administrator
• Provide administrative and professional leadership and direction to Housing and Homeless Division staff. Management responsibility for housing and community development programs, services and activities, including: Community Development Block Grant (CDBG) communitybased programs, residential rehabilitation, new construction, housing development, community and business development, lead hazard Years of Experience
18+ years
Education
M.A. Public Administration
California State University,
Dominguez Hills - 1998
B.S. Computer Science
California State University,
Dominguez Hills - 1995
Beverly Johnson
Program Director
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Packet Pg. 301 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 9 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 abatement, homeless services and other grant programs. Oversight of development and implementation of the Consolidated Plan for CDBG, Home Investment Partnership Act (HOME), Neighborhood Stabilization (NSP), Emergency Solutions Grant (ESG), Supportive Housing (SHP), Shelter Plus Care (S+C) and Homeless Prevention and Rapid ReHousing (HPRP) Programs, as well as Housing Successor Agency Funds.
• Manage, monitor, and evaluate the development and administration of department goals, objectives, policies, priorities, operations, budget, personnel, service delivery methods, administrative systems and improvement recommendations to ensure efficiency and effectiveness. • Responsible for interpreting Federal, state, county and local regulations for administering and monitoring programs (e.g. CDBG, HOME, ESG, Section 108 Loan, S+C, SHP, Lead Program, NSP, HPRP, CalHOME). • Manage, direct and coordinate the work of fifteen Housing Division staff, including supervisory, professional, technical and administrative support personnel.
• Compiling, analyzing and interpreting statistical data for funding recommendations and preparing reports to Council.
• Monitor projects and activities of internal departments and sub recipient agencies to ensure compliance with applicable regulations. • Preparation of comprehensive reports (Consolidated Plan, Action Plan, CAPER) for submission to HUD.
• Preparation of staff reports for submission to the City Council. • System reporting for all Federal, State and local grants (i.e. – IDIS, DRGR, E-Snaps, e-LOCCS, SPEARS, HMIS)
• Conducting oral presentations to Council, citizens, and businesses.
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Packet Pg. 302 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 10 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Mr. Castaneda has extensive experience in planning projects including Consolidated Plans, Annual Action Plans, Analysis of Impediments to Fair Housing Choice, Consolidated Annual performance and Evaluation Reports (CAPERs), Housing Elements, Housing Needs Assessment, First-Time Homebuyer Policies, Guidelines and Procedures. He has recently worked on Housing Elements for the cities of Calexico, Brawley, Beaumont, Hawaiian Gardens, Norwalk, Signal Hill and Rancho Palos Verdes. All have been approved by the State Department of Housing and Community Development (HCD). Mr. Castaneda will be part of the AVANT-GARDE team to assist with preparation of the required plans when necessary.
He recently completed the Analysis of Impediments to Fair Housing Choice for the cities of Chino Hills, El Centro, Hemet, Lynwood, Moreno Valley, Palm Desert, Riverside and West Covina. He also handled all aspects of the acquisition/rehabilitation of a 10-unit apartment complex in Buena Park and completed a housing market study for a 37-unit tax credit project located in the City of Avalon.
RELEVANT EXPERIENCE
2015-2020 Consolidated Plans/Annual Action Plans
• City of Chino, City of Lynwood, City of West Covina
2010-2015 Consolidated Plans/Annual Action Plans
• City of Chino, City of Indio, City of Lynwood, City of Norwalk, City of West Covina
City of Monterey Park
• 2010-2015 Consolidated Plan
• 2005-2010 Consolidated Plan
• 2008 North Chandler Avenue Precise Plan
• John & Mary’s Place (6-room group home)
• 2006-2007 Housing Programs Plan
John & Mary’s Place, a group home for profoundly developmentally disabled adults, received City funding from CDBG, HOME, and the Redevelopment Agency’s 20% set-aside. Mr. Castaneda was a consultant to MERCI, the project sponsor, and helped MERCI to meet all HUD, City and funding regulations.
The purpose of the Housing Programs Plan was to identify ways to increase participation in HOME-funded affordable housing activities. The Housing Programs Plan described the current programs, barriers to program utilization, alternatives and recommendations in regard to:
• 1st Time Homebuyer Program
• Homeowner Rehabilitation Program
• Rental Housing Rehabilitation
• Special Needs Housing Assistance
Years of Experience
17+ years
Education
M.A. Regional Planning,
University of California,
Berkeley, CA
B.A. Political Science,
California State University,
Fullerton, CA
Ralph Castaneda
Program Director (Castaneda & Associates)
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Packet Pg. 303 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 11 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Ms. Melissa Aguilar has over 10 years of experience in Federal and local programs and has been with AVANT-GARDE since 2020. Ms. Aguilar has extensive experience in the non-profit sector with a focus on youth workforce development programs. Her duties have included program development, implementation, management, data validation, subrecipient management, staff management, and compliance. Ms. Aguilar’s role in AVANT-GARDE includes project management related to Capital Improvement Projects (CIP), Community Development Block Grant (CDBG) and HOME funded housing rehabilitation programs. Ms. Aguilar’s role in this program will include overall program management, quality assurance, staff management and training, monitoring of files, compliance maintenance, reports, and assisting on an asneeded support basis.
RELEVANT EXPERIENCE
City of Cudahy
Coordinates project activities for the City’s CDBG and CDBG-CV programs.
Monitors CDBG-funded projects, activities, and sub-recipients to ensure grant performance and compliance are met. Prepares and submits necessary reporting into the CDBG portal. Assists with the preparation of City and HUD-required reports for submission. Develop and implement Cityran Emergency Rental Assistance program, which includes creating program policies and procedures; creating trackers; program application and checklist; quality review of applications before submitting to be processed; regular staff check ins; and maintain compliance. On behalf of the City, implemented the Los Angeles County Rent Relief Program. Duties for Rent Relief included program oversight; assigning cases to case managers; quality review of applications for eligibility, errors, and consistency; lead team meetings to discuss progress, goals, updates, training, and expectations; data entry, coordination, and validation; and maintain overall compliance. As part of the program, helped facilitate over $1.1 million in rental assistance payments.
City of South Gate
Assists with the preparation of the Annual Action Plan, CAPER, ConPlan and other City and HUD-required reports for submission. Monitors CDBG and CDBG-CV funded projects for program performance, budget, and compliance management. Led build out of programs such as rental assistance and building assistance, which included creating program documents like checklists and applications; subrecipient training, management, technical assistance, and compliance oversight.
City of El Monte
Provides support to CDBG projects, including setting up and providing oversight to a business assistance program and rental assistance program.
Assists with the preparation of the Annual Action Plan, CAPER, ConPlan and other City and HUD-required reports for submission. Responsibilities for program assistance and oversight includes program development, which included creating program documents like checklists, application, and Years of Experience:
10+ years
Education:
MLIS Candidate,
San Jose State University,
CA
B.A. English,
Scripps College,
Claremont, CA
Melissa Aguilar
Program Manager
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Packet Pg. 304 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 12 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 policies and procedures; training, management, technical assistance, and compliance.
City of Pico Rivera
Assists with the preparation of the Annual Action Plan, CAPER, ConPlan and other City and HUD-required reports for submission. Monitors CDBG and CDBG-CV funded projects for program performance, budget, and compliance. Assists with compliance oversight, subrecipient management, and technical assistance.
City of Lynwood
Assisted in tracking the progress of priority Capital Improvement Projects.
Coordinated and prepared ad hoc committee meeting supporting documentation. Created and maintained tools to monitor project progress.
Youth Policy Institute
As an Assistant Director, was responsible for developing, implementing, managing, and executing seven federally funded contracts. Was responsible for staff management, program development, case management, and implementation. Created and implemented program policies and procedures, and maintained compliant participant files. Prepared quarterly performance reports, and prepared documents for all federal monitoring visits.
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Packet Pg. 305 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 13 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Ms. Aknesa Ananikyan has over 5 years of experience in Federal and local programs and has been with AVANT-GARDE since 2021. Ms. Ananikyan has extensive experience in the public sector with a focus on social service programs. Her duties have included program development and implementation, program management, data validation, subrecipient management, staff management, and compliance. Ms. Ananikyan’s role in AVANT-GARDE includes project management related to Community Development Block Grant (CDBG) and HOME funded housing rehabilitation programs. Ms. Ananikyan’s role in this program will include overall program management, quality assurance, staff management and training, compliance maintenance, and assisting on other items as needed.
RELEVANT EXPERIENCE
City of Bellflower
Coordinates project activities for the City’s CDBG program. Monitors CDBGfunded projects, activities, and sub-recipients to ensure grant performance and compliance are met. Prepares and submits required reporting into the HUD Integrated Disbursement and Information System (IDIS). Help update policy and procedures and implement City-ran Emergency Rental Assistance program, which includes creating trackers; program application and checklist; quality review of applications before submitting to be processed; regular staff check ins; and maintain compliance. Duties for Emergency Rental Assistance program also included program oversight; assigning cases to case managers; quality review of applications for eligibility, errors, and consistency; lead team meetings to discuss progress, goals, updates, training, and expectations; data entry, coordination, and validation; and maintain overall compliance.
City of South Gate
Assists with the preparation of the CAPER and HUD-required reports for submission. Review CDBG-funded projects, set- up activities in IDIS, and coordinate with City’s finance department to prepare for reimbursements from HUD.
City of Montebello
Assists with the preparation of the Annual Action Plan, CAPER, Consolidated Plan and other City and HUD-required reports for submission to HUD. Prepared Notice of Funding Availability, prepared subrecipient technical workshops, reviewed subrecipient applications for request for funds and Requests for Reimbursements. Prepared and maintained subrecipient files Monitored expenditures and program budgets. Prepares and submits required reporting into IDIS. Completed grant proposals and prepared Requests for Bids.
City of Rialto
Assists with the preparation of Substantial Amendments of Annual Action Plan, prepare Staff Reports and Public Notices. Submission of CAPER to HUD. Responsibilities for program assistance and oversight includes leading program build out of rental assistance and business assistance program, Years of Experience
5+ years
Education
M.A. Public
Administration, California
State University,
Northridge
B.A. Sociology,
California State University,
Fullerton
Aknesa Ananikyan
Program Manager
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Packet Pg. 306 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 14 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 which included creating program documents like checklists and application; subrecipient training, management, technical assistance, and compliance oversight. Prepares and submits required reporting into IDIS.
City of Pico Rivera
Review CDBG-funded projects, set- up activities in IDIS, and coordinate with City’s finance department to prepare for reimbursements from HUD.
ARPA
Responsible for American Rescue Plane Act (ARPA) compliance. Prepare program guidelines and applications for rental, business, childcare, and burial assistance programs.
Los Angeles County
As a Los Angeles County employee, was responsible to ensure program compliance with all Federal, State, and local laws and regulations. Prepared and maintained participant files. Provided case management. Was responsible for system development, implementation, and training of staff.
Worked closely with the Los Angeles Homeless Services Authority (LAHSA) and Veteran Association (VA) to establish housing for homeless veterans.
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Packet Pg. 307 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 15 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Ms. LeNoue has eight years of experience in administrative and municipal program services and contract administration. Her overall experience includes grant writing, funding administration, project management and analysis, labor compliance monitoring, and community outreach assistance.
Ms. LeNoue has assisted in completing tasks related to both Community Development Block Grant (CDBG) and HOME funded housing programs.
RELEVANT EXPERIENCE
City of Montebello
Provided assistance in the preparation and administration of the CHDO program including reviewing organizations’ documentation to determine CHDO eligibility. Coordinated processing of four HOME Loans and subordinate loans from City to first time homebuyers for the Colegrove Project. Also coordinated processing of a resale loan for one property.
Coordinated processing of three HOME loans from City to first time homebuyers for the Carob Way project. Qualified applicants through income calculation and mortgage affordability ratios. Administratively assisted with relocation payment processing, advertisement of available properties, agreement composition, and application eligibility. Prepared supporting documentation packages and coordinated with Finance department and HUD to process reimbursement drawdown requests through IDIS. Assisted with IDIS reporting by providing beneficiary data and reconciling all expenditures and dispersals for project close-outs. Maintains project files and assists in preparation for HUD site monitoring.
City of El Monte
Assisting with administration of funds for Homekey projects. Performed rental property monitoring at nine locations. Monitoring included tenant income certification and financial and administrative file review. Handled the coordination of relocation services between the City and a consultant for three City-owned rental properties. This included proper execution of agreements, processing relocation payments, and maintaining project files to provide consultant with all necessary documentation. Provided assistance in the preparation and administration of the CHDO program including reviewing organizations’ documentation to determine CHDO eligibility.
Cities of Moreno Valley, Lynwood, South Gate, & Bellflower In accordance with the CHDO qualification criteria set by HUD, assisted in reviewing the documentation submitted by the CHDO to determine that it satisfactorily met the requirements. This includes coordination with the CHDO to collect pertinent documents and prepare City Council report and resolution for adoption. Performed rental property monitoring which included tenant income certification and financial and administrative file review.
Coordinated processing of HOME Loans and subordinate loans from City to first time homebuyers. Qualifies applicants through income calculation and mortgage affordability ratios.
Years of Experience:
8+ years
Education:
B.A. in Anthropology,
Saint Mary’s College of
California, Moraga, CA
2013
Megan LeNoue
Program Manager
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Packet Pg. 308 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 16 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Ms. Santoyo has fifteen years of experience in administrative and program services and has been with AVANT-GARDE since 2017. Her overall experience includes project management and coordination for CDBG and HOME programs.
Before joining the AVANT-GARDE team, Ms. Santoyo worked with the Oldtimers Foundation in coordinating the Nutrition Program. She was responsible for attending meetings and trainings, supervising quality control of the kitchens and their staff, procuring food and supplies, and inputting entries into the LA Get Care database.
Ms. Santoyo has assisted in completing tasks related to both CDBG and HOME funded housing rehabilitation programs. Her role on this project will include proper maintenance of the program files, site inspections, qualifying applicants, and assisting the Program Managers on an as needed support basis.
RELEVANT EXPERIENCE
City of Cudahy
Assists with the CDBG Housing Rehabilitation Grant Program in the City of Cudahy, by reaching out to potential applicants, income qualifying applicants, performing site inspections, preparing work write ups, drafting bid invitations, reviewing bids, and processing grant documents in accordance with program guidelines and procedures.
Assists with the Rent Relief Program in the City of Cudahy in collaboration with Los Angeles County. Reviews applications and verifies data from eligible applicants. Processes tenant and landlord applications, reviews and uploads documents into the Carelinq County Program and submits documents to payment.
Cities of Montebello & South Gate
Assists with the HOME Housing Rehabilitation Loan Program in the Cities of Montebello and South Gate, by reaching out to potential applicants, income qualifying applicants, performing site inspections, preparing work write ups, drafting bid invitations, reviewing bids, and processing loan documents in accordance with program guidelines and procedures.
Cities of Bellflower, Montebello, Pico Rivera & South Gate Assists with CDBG Subrecipient compliance and reviews in the Cities of Bellflower, Montebello, Pico Rivera and South Gate. Reviews Subrecipient applications and collects required documentation from subrecipients according to HUD requirements. Reviews subrecipients Requests for Reimbursements and makes sure funding cities are provided required backup documentation to support requests on a quarterly basis. Maintains subrecipient files and conducts monitoring visits per HUD requirements.
Organizes files and prepares them for HUD monitoring.
Years of Experience:
15+ years
Education:
B.A. Sociology and
Spanish, University of
California, Santa Barbara
Laura Santoyo
Program Coordinator
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Packet Pg. 309 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 17 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Ms. Norma Lopez has three years of experience in Federal and local programs. Ms. Lopez has worked within the realm of City Planning and Economic and Community Development for the City of Ontario where her duties included conducting qualitative and quantitative research, analyzing and interpreting data and statistics, and preparing staff reports, and reviewing grant proposals.
As a Program Coordinator, Ms. Lopez works in conjunction with the project managers of the company and serves as a liaison to provide support on various projects. Ms. Lopez assists by writing grant proposals, assisting in determining eligible projects, and providing advisement of program requirements. Ms. Lopez also assists in the successful administration of funding requirements and program management. Her responsibilities have included interfacing with Federal, State and Local Agencies to define, develop and manage project scopes, schedules, and cooperative agreements.
After assisting the in developing a strong project plan that best meets the goals and objectives of the grant, Ms. Lopez utilizes her grant writing skills to create narrative with clear, specific language which focuses the reviewer’s attention and increases the likelihood of funding the proposed project. Ms.
Lopez is adept at researching information to assist in her development of project narrative and building a strong argument for a competitive project.
RELEVANT EXPERIENCE
Avant-Garde, Inc.
• Assists with the preparation of the Annual Action Plan and other reports for submission to HUD
• Reviews CDBG funded project bid specifications to ensure compliance with all applicable Labor Compliance and Federal regulations. • Reviews and analyzes bid proposals for CDBG related projects • Conducts monitoring for HOME funded rental projects.
• Monitor projects and activities of internal departments and sub-recipient agencies to ensure compliance with Federal regulations
• Assists in creating, implementing, and reviewing guidelines for local programs to ensure compliance with HUD and CDBG regulations. • Prepares staff reports and presentations for projects and programs that require Council approval.
• Prepares Environmental and Historic Preservation clearances for CDBG and HOME funded projects under HUD Guidelines for multiple local agencies. (HEROS experience)
o Currently providing support services in the City of Rialto, Palm Springs, Pico Rivera, Bell Flower and Southgate.
City of Ontario
• Conducted Geographic Information System (G.I.S.) analysis and research for the Planning Department and Engineering Department, Mobility Division
Years of Experience:
3+ years
Education:
B.S. in Urban and Regional
Planning with Urban Design
Option - California State
Polytechnic University,
Pomona
Norma Lopez
Program Coordinator
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Packet Pg. 310 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 18 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 • Applied the City’s Planning Policy into practice from site visits, plan checks, to planning entitlements
• Processed applications such as zoning clearances and modification permits
• Provided information and assisted public constituents and other employees regarding development standards
• Coordinated and attended community outreach meetings
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Packet Pg. 311 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 19 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 As a Program Coordinator, one of Ms. Mann’s main responsibilities is providing labor compliance services. She has worked in conjunction with the project managers of the company and served as a liaison to provide support on various labor compliance projects.
Ms. Mann enforces labor compliances regulations by means of conducting on-site interviews of employees and calculations of prevailing wages appropriate for job classifications and duties in accordance with State or Federal labor laws. Ms. Mann also follows up with project contractors to ensure timely delivery of all required documents. Ms. Mann also monitors contracts to ensure that all applicable DBE and labor compliance requirements and mandates are adhered to, prepares correspondence, conducts desk audits of compliance documents and contractor submittals, prepares management reports, prepares non-compliance notices to effectuate contractor compliance and prepares close-out reports. In addition, she also assists in bid evaluations and participates at pre-bid and preconstruction conferences and/or meetings as needed to review contractor compliance obligations.
Ms. Mann has assisted in implementing rehabilitation loan programs and assured compliance with federal and local guidelines. Her duties have included monitoring and participating in the bid process; reviewing bids that are submitted for rehabilitation and new construction projects for compliance with application guidelines; managing rehabilitation projects and prevailing wage compliance; and negotiating construction contracts.
RELEVANT EXPERIENCE
City of Moreno Valley
Ms. Mann manages the City’s Critical Home Repair and Mobile Home Repair Programs by monitoring the projects, managing files, and reviewing and approving reimbursement requests.
Los Angeles Metropolitan Transportation Authority (MTA):
• $244M - Westside Purple Line Extension Project – Adv. Utility Relocation for Section 3
• $431.77M - Division 20 Portal Widening Turnback
• $1.9M - Pavement Replacement – Division 7
• $3.2M - Immediate Remedial Measures for Division 5 ReRoofing and Division 7 • $3.2M - MBL & MGL Fire Alarm and Fire Suppression Systems Retrofit
• $67.9M - MBL Track & System Refurbishment
• $1.9M - Construction of Cesar Chavez Transit Pavilion City of Alhambra
• $1.8M CDBG – Almansor Park Improvement Project
• $129k CDBG – Open Space Improvements
Years of Experience:
5+ years
Summer Mann
Program Coordinator
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Packet Pg. 312 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 20 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 • $276k CDBG – Almansor Park Field Lighting Project
• $453k ADA Improvements project
• $38K Emery Park Restroom Rehab
• $34K Lindaraxa Park Pillar Reconstruction
• $325K Street Improvements
City of Commerce
• $719k Sidewalk & TS Improvement Project
City of Bell Gardens
• $1.1M Citywide Safety Enhancement
• $257K Gage Ave Rehab
• $480K HSIP Cycle 8
City of Cudahy
• $289k Clara And Cudahy Park Restroom Rehab
• $233K HSIP Cycle 6
City of Hermosa Beach
• $161K CDBG ADA Improvements
City of El Monte
• $1.2M Downtown Public Parking Improvement Project
• $800k Fletcher Dog Park
City of Huntington Park
• $3.7M Pacific Blvd Improvements
City of La Mirada
• $230k CDBG Funded Neff Park Historical Restoration
City of Lynwood
• $277k Long Beach Blvd/I-105 Fwy Interchange Curb Improvement • $913k Lilita St & Eve Ave Storm Drain, Sewer, Street Improvements • $496k Yvonne Burke Playground Renovation
• $689k Olive St, Lynwood Rd, McMillan St Improvements
• $5.5M City Hall Annex
• $3.6M Long Beach Blvd., Phase I
• $3.1M Long Beach Blvd., Phase 2
• $371K Bateman Hall Roof Replacement
• $410k Street Improvement Project
• $644k CDBG Funded Street and water main Improvement
• $181K Fertile St Improvements
• $1.1M Palm Ave Street and Water Improvements
• $929K Virginia Ave Street Improvements
• $919K Various Streets Pavement Rehab
• $326K Parking Lot Improvements
• $7.3M Go Green Energy & Solar Project
• $618K Hulme Ave Street Improvements
• $1.7M CDBG Street and Water Improvements
• $795K City Hall Improvements
• $2M ATP Community Linkage
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Packet Pg. 313 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 21 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 • $437K Bullis Road Street Improvements
• $782K Capistrano Ave Improvements
• $824K Emergency Generator Project
• $829K Duncan Ave Improvements
• $1.6M Louise Ave Improvements
• $300K Palm Ave Improvements
• $1.2M Birch Street and Water Main Upgrade
• $1.7M Beechwood Street and Water Main Upgrade
• $95K Sidewalk improvements
• $108K Emergency Reservoir
• $393K T-Ball Park
• $115K Thorson Ave Water Line
• $4511K Citywide slurry Seal
• $754K SCADA Upgrade
• $121K Water Distribution Sample Station
City of Montebello
• $5.8M Montebello Blvd Bike Lane & Sidewalk Improvements • $1.8M Bus Shelter Improvement
City of South Gate
• $369k CDBG – Seaborg House Relocation
San Gabriel River Water Committee
• $1.2M Watergate Improvement Project
City of South El Monte
• $609K Peck and Rush Traffic Signal and Light Modification • $77K Senior Center Restroom Renovation
City of West Covina
• $230k Senior Center Restroom Renovation
City of Pico Rivera
• $87k CDBG – Durfee Ave ADA Ramp Improvements
• $108k CDBG Funded – Commercial Façade Phase II
• $44k CDBG Funded – Commercial Façade Phase III
• $92k CDBG Senior Center
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Packet Pg. 314 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 22 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 As a Program Coordinator, Mr. Sanchez assists the CDBG and housing rehabilitation team by conducting property inspections and preparing work write ups as well as performing labor compliance activities such as conducting on-site interviews and various other job duties in accordance with State and Federal Labor Laws. Mr. Sanchez also follows up with project contractors to obtain all necessary documentation in a timely and complete manner. Mr. Sanchez has provided housing rehabilitation and labor compliance services on more than 20 projects.
RELEVANT EXPERIENCE
Housing Rehabilitation Experience
• City of Montebello – HOME funded
• City of Cudahy – CDBG funded
• City of Rialto – CDBG funded
Commercial Façade Improvement Experience
• City of South Gate – CDBG funded
Labor Compliance
Los Angeles Metropolitan Transportation Authority (MTA):
• $431.77M - Division 20 Portal Widening Turnback
• $1.8M – Building 3 Emergency Generator Replacement
City of El Monte
• $964k - Budget Inn Rehab Phase I
• $289k – Budget Inn Roof Replacement
• $4.2M – Ramona Blvd Street Resurfacing
City of Lynwood
• $496k Yvonne Burke Playground Renovation
• Alberta Pavement Rehab
City of South Gate
• Various CDBG funded commercial façade projects
City of South El Monte
• 2020 Street Rehabilitation
City of Culver City
• $2.8M – La Ballona SRTS
Years of Experience:
3+ years
David Sanchez
Program Coordinator
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Packet Pg. 315 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 23 City of Moreno Valley RFP – Professional Services to Administer HUD Programs02.16.2022 Section 4. Proposal Costs
AVANT-GARDE is proposing the not-to-exceed fee amount of $431,055.
Hours Rate Hours Rate Hours Rate Hours Rate Hours Cost
$ 130 $ 110 $ 85 $ 75
CDBG Ongoing Administration of CDBG Program: IDIS,
Finance Coordination; HUD correspondance; file prep for HUD audits; reports; drawdowns; NEPA docs; public
notices, staff reports; annual budget; staff meetings; Davis Bacon and Section 3 reporting 576 $ 74,880 720 $ 79,200 480 $ 40,800 480 $ 36,000 1,776 $ 230,880.00 Administration of Housing Rehabiliation Program carried out by Habitat for Humanity $ - 60 $ 6,600 140 $ 11,900 $ - 60 $ 18,500.00 Administration of NSP Program: includes DRGR reporting; annual monitoring, and stragic planning for use of PI 200 $ 26,000 240 $ 26,400 240 $ 20,400 50 $ 3,750 490 $ 76,550.00 Afforable Housing Development Program Support
Services $ - 360 $ 39,600 $ - $ - 360 $ 39,600.00
ESG Annual monitoring 40 $ 5,200 $ - $ - $ - 40 $ 5,200.00 Five Year Consolidated Plan & AI, first year Action Plan 250 $ 32,500 100 $ 11,000 125 $ 10,625 $ - 350 $ 54,125.00 Consolidated Annual Performance and Evaluation Report 20 $ 2,600 25 $ 2,750 10 $ 850 $ - 45 $ 6,200.00 Sub-Totals 1,086 $ 141,180.00 1,505 $ 165,550.00 995 $ 84,575.00 530 39,750 3,121 $431,055.00 Hours may be interchanged amongst staff based on the needs identified and availability of City funds No additional costs will be billed to the City; such as travel, duplication of materials, binding, mailing etc.
City of Moreno Valley - Task Rates Fee Proposal - Year 1 Tasks
Program Director Program Manager Program Coordinator Program Assistant Sub-Total A.12.a
Packet Pg. 316 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL 24 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Classification Hourly Rate Total Hours Total Cost
Program Director $ 130 1086 $ 141,180.00
Program Manager $ 110 1505 $ 165,550.00
Program Coordinator $ 85 995 $ 84,575.00
Program Assistant $ 75 530 $ 39,750.00
Sub-Total 4116 $ 431,055.00
TOTAL PERSONNEL COSTS $ 431,055.00
***No additional costs will be billed to the City; such as travel, duplication of materials, binding, mailing etc.
City of Moreno Valley - Hourly Rates Fee Proposal
*The hours per week have been quoted based on the RFP; hours may be interchanged amongst staff based The quotes provided are under the assumption that our staff will handle the entire process associated with the preparation of the plans. If some tasks are undertaken by City staff, then the price for the plan preparation can be adjusted accordingly.
It should be noted that our hourly rates are fully loaded. No additional costs will be billed to the City such as travel, duplication of materials, binding, mailing, etc.
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Packet Pg. 317 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL 25 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Section 5. Response Template
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Packet Pg. 318 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR Attachment A: Required Response Template
Advanced Avant-Garde Corporation
(Bidder’s Company Name)
I. Company Information: Name, Contacts, History, Scope of Services Please provide the following information about your company:
A. Your company’s full legal name, address, phone, fax, email, website.
Advanced Avant-Garde Corporation – www.agi.com.co
807 S. Lemon Ave, Diamond Bar, CA 91789
Phone: (909) 895-7146 Fax: (909) 859-3881 [email protected] B. Prior company names (if any) and years in business; mergers, buyouts, etc.
N/A
C. Organizational structure (i.e. corp., LLC, sole proprietorship, etc.).
California Corporation (S Corp)
D. Names and titles of the principal owner(s).
Ana Marie LeNoue, President/CEO
Lissette Montoya, Vice President/CFO
E. Person(s) authorized to make commitments for your company.
Ana Marie LeNoue and Lissette Montoya
F. Company history, experience, years in business for current company name.
ADVANCED AVANT-GARDE CORPORATION dba AVANT-GARDE is a 100% womanowned California Corporation incorporated in September 2002 and is a certified minority business enterprise, women business enterprise, disadvantaged business enterprise and small business enterprise (MBE, WBE, DBE, SBE).
G. Annual company revenues for the last three fiscal years. 2021 - $1,792,357; 2020 - $1,362,836; 2019 - $1,105,054 H. Tax ID number.
01-0749431
I. The complete scope of services offered by your company.
Our years of practice have resulted in a solid foundation of experience and technical expertise and a dedication to integrity, excellence, and quality. We are proud of our strong reputation in meeting aggressive schedules and our ability to multi-task to provide our clients specialized attention and service. Scope of services offered by our firm include: Grant Writing and Administration; Program Management; Funding Administration; Compliance Management including Labor Compliance; Construction Coordination (bid development, analysis, etc.); and Community Outreach.
It is our understanding that the City of Moreno Valley is seeking a highly qualified consultant to provide administration and management services for the implementation of the City’s CDBG, HOME, ESG, and NSP Programs. AVANT-GARDE is committed to providing the scope of services as outlined in the RFP. Our years of practice in providing the same services as outlined in the RFP in other cities has provided us the ability to A.12.a
Packet Pg. 319 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR customize program documents and forms to ensure the smooth operation of the CDBG, HOME, ESG, and NSP Programs.
Our full scope of services is provided as an attachment (see Appendix I).
J. The number of clients (including governmental) served in past and present. 65+
K. Special qualifications, training, credentials, recognition, or awards.
Summer Mann – Trainings/Certifications: 2021 Section 3 Final Rule Training; Davis Bacon Labor Standards; CA LTAP Certificate of Completion – Labor Compliance Course; CA Prevailing Wage/Public Works Compliance Training – Center for Contract Compliance; Prevailing Wage Seminar for Public Agencies – CA Labor Commissioner’s Office & Center for Contract Compliance
L. Contracts terminated for cause, pending litigation or legal issues.
None
II. Resources: Staffing, Facilities, Equipment
Provide the following information relative to required services:
A. Names and titles of key management personnel.
Ana Marie LeNoue & Lissette Montoya, Program Directors
B. Team to be assigned for these services.
Program Directors: Beverly Johnson & Ralph Castaneda
Program Managers: Melissa Aguilar, Aknesa Ananikyan, Megan LeNoue Program Coordinators: Norma Lopez, Summer Mann, Laura Santoyo, David Sanchez C. Qualifications of specific individuals who will work on the project.
Principals of AVANT-GARDE have over 20 years of experience managing programs for muncipal governemnts. Resumes of key personnel are included in the proposal.
D. Amount of time and involvement of key personnel who will be involved in respective portions of the project.
HUD Program
Assignments
Non-HUD Program
Assignments
Availability / Time
Commitment
Lissette Montoya 40% 30% 30%
Ana Marie LeNoue 50% 20% 30%
Beverly Johnson 50% 50%
Melissa Aguilar 50% 20% 30%
Aknesa Ananikyan 50% 10% 40%
Megan LeNoue 10% 60% 30%
Summer Mann 20% 50% 30%
Laura Santoyo 40% 10% 50%
Norma Lopez 50% 20% 30%
David Sanchez 30% 30% 40%
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Packet Pg. 320 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR E. Resumes of all team members; provide only names and titles only; attach current resumes to proposal.
Program Directors: Beverly Johnson & Ralph Castaneda
Program Managers: Melissa Aguilar, Aknesa Ananikyan, Megan LeNoue, Program Coordinators: Norma Lopez, Summer Mann, Laura Santoyo, David Sanchez F. Current number of employees: full-time and part-time employees. 17 full-time; 5 part-time
G. Annual turnover rate of staff.
2021 – 0.05%; 2020 - 0%; 2019 – 0%
H. Names of any subcontractor’s you propose to use for our contract.
Provide only names here; fill in the details on City-provided Subcontractors List.
Ralph Castaneda – Castaneda & Associates
Beverly Johnson – Johnson Professional Consulting Services I. Facilities that would be utilized to perform the required work.
Corporate Office at 807 S. Lemon Ave, Diamond Bar, CA 91789 J. Equipment that would be utilized to perform the required work.
None
III. Required Services: Meeting or Bettering these Requirements Provide the following information relative to required services:
A. Ability to perform specific tasks as outlined in the RFP.
The professional staff of Avant-Garde well understands the many ways that a single project may affect the multiple layers of government as well as the desired economic growth and development that is of primary concern to business, property owners and residents. We use and leverage this information by looking at every angle of a program and/or project to determine the overall impact and how best to design and implement programs that best produce optimum results.
We have extensive experience in serving both major urban cities and small suburban municipalities with our success achieved through close attention to detail, emphasis on meeting the needs of each client and prompt delivery of products, studies and services.
Project assignments have included funding strategies and analysis, construction coordination, compliance management, community outreach programs and special projects. Today, we are well-prepared to provide public agencies with several varied consulting services.
As it relates to this RFP for Professional Services to administer HUD programs, the AVANTGARDE staff assigned to this project have provided similar services for the cities of Moreno Valley, Montebello, Bellflower, Lynwood, El Monte, South Gate, Cudahy, Pico Rivera, Pasadena, Perris, Burbank, Palm Springs, and Rialto. Our firm can work independently, and alongside staff to perform the services requested in the RFP or alongside other consultants as need to deliver the services to the City.
B. Reasonableness of your fee to do the work.
Our firm provides very competitive rates. Our time is billed on a time and material basis with a description of the work performed. We are familiar with city budgets and work alongside staff to ensure that our services stay within the budgeted amounts for our services.
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Packet Pg. 321 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR C. Current resources to meet or better all task and timeline requirements herein.
Ms. Montoya will serve as the point person. She is familiar with the City process and will aim to prepare concise communications with staff on an as needed basis. By utilizing staff with unique experience and expertise in HUD programming, AVANT-GARDE is well versed and able to problem solve the many anticipated issues. As an extension of the City team, our goal is to collaborate with staff and to do this we, the consultants, need an agreed upon project approach, timeline and list of product deliverables. This activity and the written results are critical to the process and the expected outcome of the program. Regular Communication:
The basic elements of this collaboration include regular and consistent communication with the City’s staff. We would ask that a regular meeting date and time be established as a means by which to ensure that the program is proceeding according to plan and to advise staff of any recommended changes in direction and/or unexpected delays. City Staff Review & Comment: The review and comment by City Staff, with respect to reports and/or other documents, is a critical element to the successful completion of each project and to maintaining the project timeline. Data Sharing: We would request that City staff provide relevant reports, demographic data and any other information that would assist us in completing projects on behalf of the City. All data and information that may impact the various projects and/or tasks assigned are requested to understand where gaps may exist and where new data may need to be developed.
D. Additional resources that might be needed to meet or better all task and timeline requirements of this request.
Stakeholders and Community Outreach: AVANT-GARDE is committed to clear communication, inclusive of internal and external office coordination, coordination with assisting or collaborative consultants, and identified stakeholders. AVANT-GARDE can assist the City in developing communication messages and organizing and managing events and meetings intended to draw attention to the City’s programs funded with CDBG and HOME funds.
Client Satisfaction: AVANT-GARDE requires that adequate quality assurance/quality control (QA/QC) be implemented on each project. The Project Manager provides the leadership and guidance to obtain the end results for all services provided by the company. Generally, a project management plan is prepared. The project management plan defines specific project deliverables, implementation criteria, staff and resource loading, work task schedule with project milestones, and project responsibilities. The project management plan and the QA/QC plan are complimentary, and are mutually incorporative. Daily contact by the Project Manager with each on-going activity provides support and guidance, maintains focus and momentum, and monitors the quality of work. Regularly scheduled project staff meetings for reviewing and general work status, reviewing technical elements of the project, coordinating and interfacing of activities, reviewing costs, and discussing upcoming activities and responsibilities are all standard procedures of our quality assurance to each and every project.
AVANT-GARDE is committed to excellence and stands behind our reputation to provide only the highest level of products and services to enhance the quality of life for the communities we serve. Whether working on a specific project or a long-term program, our clients will always receive our blend of expertise to ensure every one of their goals are met.
E. How quickly could you provide additional, extra trained staff if requested by City for additional work beyond the original scope of services?
Our staff is readily available to assist as needed. We are well versed in many programs and work diligently to meet timelines as designated by City staff. We have enough staff with specific expertise to provide services as requested in the RFP or if additional scope is assigned.
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Packet Pg. 322 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR F. How quickly can you begin providing services if awarded the contract? Immediately upon award effective July 1, 2022.
G. Details of any improvement or upgrades your firm has designed or implemented.
Our firm keeps track of all program schedules and deliverables.
IV. Demonstrated and Technical Experience
Please describe your company’s:
A. Demonstrated record of success on work previously performed.
The AVANT-GARDE principals have had the privilege of working together serving municipalities for over 20 years. During this time, our Team has worked closely with City staff in a variety of capacities providing Federal funding compliance services on housing development and rehabilitation projects, preparing HUD plans, documents, and reports including conducting any necessary community outreach, and assisting with HOME and CDBG administration. Our familiarity and experience with the municipal government establishes our solid working knowledge of the community, processes and institutions which make us uniquely qualified to assist the City and serve the community. Our Team has been extremely successful in helping cities effectively and efficiently run programs. We work diligently to identify the strengths and weaknesses in currently established programs.
See attached detailed project experience sheets (see Appendix II).
B. Specific method and techniques to be employed on the project or problem.
HUD ADMINISTRATION
EVALUATION OF THE CURRENT HUD PROGRAMS: AVANT-GARDE will review and evaluate the current programs. We will conduct an evaluation of the existing programs and ensure that program guidelines are established as required by HUD. AVANT-GARDE will also evaluate the overall performance of the CDBG, HOME, ESG, and NSP funded programs and activities. We will make recommendations based on our analysis and advise on corrective actions and/or formulate new program/projects to meet community development needs.
COORDINATION WITH HUD: AVANT-GARDE will serve as the City’s liaison with HUD.
We will participate in HUD project and program monitoring reviews and participate in the Single Audit review of HOME/CDBG activities.
FISCAL REPORTING: AVANT-GARDE will prepare and submit to HUD all required fiscal and programmatic reports which includes collection of data for submission of quarterly grantee performance reports, Semi-Annual Labor Standards Enforcement reports and Contract and Subcontract Activity Reports as well as preparation and submittal of all other required HUD submissions for the program year. AVANT-GARDE will also prepare all required Planning Summaries, Environmental Service Request (ESR) forms, etc. for the HOME/CDBG programs and submit them to HUD by the required deadlines. AVANTGARDE will assist in the preparation of Notice of Intent to Request for Release of Funds (RROF) and submittal to HUD along with preparation of Finding of No Significant Impact (FONSI) or Finding of Significant Impact (FOSI) as applicable. We will also monitor project implementation, progress, and expenditures. AVANT-GARDE will review financial summaries to ensure conformity with project accomplishments. In addition, we will coordinate with the Finance Department and other departments as necessary to ensure that a process is set up for monitoring and tracking of all program expenditures.
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Packet Pg. 323 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR PROGRAM MONITORING: AVANT-GARDE will monitor procurement procedures. We will also monitor and report program income. We will ensure that environmental procedures are followed for HOME/CDBG funded programs and/or projects including housing rehabilitation.
In addition, procurement procedures will be established and monitored for awarded project contracts funded with HOME/CDBG funds. This includes coordination with HUD and submission of required documents. AVANT-GARDE will comply with all HUD established guidelines and procedures.
PUBLIC SERVICES GRANT PROCESSING: AVANT-GARDE will assist the City in all activities related to Public Service Grant Processing. Activities will include the following:
• Review and evaluate funding applications by Sub-Grantees • Prepare and administer Public Service grant contracts. • Ensure that all City required documents are submitted prior to funding (i.e. executed contracts, purchase requisitions, City approved insurance, and expenditure back-up documentation.
• Monitor sub-grantees programmatic and fiscal performance. • Provide technical assistance to sub-grantees to ensure that they follow established guidelines and procedures.
ECONOMIC DEVELOPMENT PROGRAMS: AVANT-GARDE will assist the City in all activities related to Economic Development Programs. These activities include preparing NEPA documentation for any potential projects; coordinating with City staff, the City Attorney, and developers to develop and execute any project agreements; preparing staff reports; and coordinating with appropriate parties to prepare any necessary subsidy layering analysis and feasibility studies for potential projects. AVANT-GARDE is available to monitor project progress compliance documentation, and the escrow process as well as attend meetings, conduct site visits, and process payments. Our firm will review all agreements and facilitate any amendments to those agreements with the City Attorney’s office and developer.
LABOR COMPLIANCE AND SECTION 3 MONITORING: AVANT-GARDE will provide the following services for construction projects that require Labor Compliance and Section 3 monitoring:
• Review of the Specifications to ensure compliance
• Review documents submitted by contractors following the bid opening. • Attend the Pre-bid meeting and Pre-construction meeting. • Set up and maintain Labor Standards Enforcement Files. • Review contractors and subcontractors for Federal project eligibility on through the state license board, DIR, and SAM.
• Review Contractor’s compliance with all State and Federal required postings such as the prevailing wage rates and EEO policies as well as the Contractor’s Compliance with Section 3.
• Reconcile Weekly Certified Payroll Reports (CPR) & Supporting Documentation with wage decision and employee field interviews. Perform continuous and timely monitoring reviews of CPRs and related submissions for compliance. Conduct Employee interviews.
• Identify violations and investigate complaints of underpayment to workers. Submit and file all required forms to appropriate parties. In the event any labor violations are reported and investigations confirm the violations, prepare investigative reports and backup. Violations will be reported and discussed with the City prior to reporting to the Department of Industrial Relations and any other agencies required by Federal or State Laws and Regulations.
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Packet Pg. 324 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 5-Year CONSOLIDATED PLAN, ANNUAL ACTION PLAN, ANALYSIS of IMPEDIMENTS, CITIZEN PARTICIPATION PLAN, and CAPER
AVANT-GARDE’s approach to plan preparation is largely based on HUD guidance. Recently HUD incorporated the Consolidated Plan and CAPER into IDIS OnLine so that all key elements of the grants management cycle are integrated into a single system. This is expected to ensure consistency among the goals described in the Consolidated Plan and Action Plan and the outcomes tracked in IDIS and reported in the Consolidated Annual Performance and Evaluation Report (CAPER), making the Consolidated Plan a more useful management tool.
In preparation for the 2023-2028 Consolidated Plan, assigned members of the AVANTGARDE team propose to meet with City staff to review the goals and objectives of the City, review the HUD regulations within the context of the City’s goals and objectives, discuss the general consensus of the most recently approved plans and the effectiveness of the programs implemented, and to confirm the timeline for the process of preparing the Plans.
AVANT-GARDE will meet with staff as directed to review the tasks to be completed. The purpose is to ensure that the activities to be undertaken are consistent with the City’s needs and the legislative requirements imposed by HUD.
AVANT-GARDE will develop a draft Consolidated Plan that includes five-year funding goals, priorities, strategies, proposed accomplishments, and performance measurements. The Plan will follow the HUD checklist, narrative requirements, and HUD guidelines, taking into consideration improved ways to present and display information using eCon Planning Suite, and addressing Federal requirements. Sections of this Plan include:
• Executive Summary - Consultant team members will meet on-site with City representatives to discuss the project, develop detailed schedules, and collect necessary information, including the City’s existing consolidated plan, the local homeless Continuum of Care, the City’s comprehensive plan, fair housing plan and other relevant information from other local agencies. City representatives will be asked to identify and provide any other relevant data or information to ensure that all community needs and conditions and resources are considered. • Citizen Participation Process – AVANT-GARDE will conduct three (3) community meetings as well as conduct in-person and/or phone interviews of key stakeholders as identified by City staff. Additionally, the consultant team will develop an online survey for citizen and stakeholder feedback.
• Housing Needs Assessment - Develop an updated housing needs profile specifically for the City of El Monte. The consultant team will work with City representatives to identify any additional data and information, including existing housing and/or homeless studies and information on special needs populations, etc., not previously considered. After obtaining this information, the consultants will use it - along with the information gathered at the initial meeting, census data and other HUD resources - to develop a needs assessment for the City’s review and approval.
The needs assessment will meet all of the requirements of 24 CFR Part 91 and will include an estimate of the housing needs within the City. The assessment will include the specification of such housing related needs, a discussion of specific housing problems, assessment of the specific needs of racial and ethnic groups, the extent of homelessness in the City, the characteristics and needs of low income people, existing facilities such as outreach and assessment, existence of emergency shelters and services, estimates of the number of people requiring supportive services, and a description of supportive housing needs and a description of the agencies that provide the supportive housing services.
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Packet Pg. 325 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR • Non-Housing Community Development Initiatives - The consultant team will identify the City’s priority non-housing community development needs eligible for assistance. This includes public facilities, public improvements, public services, and economic development. This analysis will include a look at the homebuilding industry in the City, its current neighborhood development policies, and its economic development initiatives. This shall include but be limited to the following: public libraries and museums, parks and community centers, health facilities, historic preservation, continuing education/adult education facilities, and any additional youth, adult, or senior programs. This review shall also incorporate regional planning and economic development initiatives including but not limited to the following urban development, infrastructure, public safety, public transportation, employment training, and business attraction and retention.
• Demographic Data Collection - The consultant team will work with City staff to develop a Community Profile, which will provide a general overview of El Monte. The present-day sketch will outline the City’s employment situation and major employers, current urban development issues, recreational activities, and any successful development or redevelopment ventures. The demographic and housing section will give a brief overview the current population of the City, including its ethnic and socioeconomic makeup, as well as the current state of its housing situation, and land use issues. The policy section will outline any current City, County, or state policies that might have an impact on affordable housing or the operation of housing agencies in the City.
• Homeless Needs Assessment - Consultants will assist City staff in providing a concise summary of the nature and extent of homelessness within the City, addressing separately the need for facilities and services for homeless persons and homeless families with children, both sheltered and unsheltered, and homeless subpopulations. As part of the homeless needs assessment, the consultant team will identify area facilities and services in place to provide for the homeless population.
This shall include, at a minimum, the local Continuum of Care, all emergency shelters, any homeless outreach program(s) as well as available transitional and permanent housing options.
• Market Analysis - In cooperation with local stakeholders and representatives, the consultant team will develop a housing market analysis, using information from interviews, surveys, public hearings, census data, consultation with local lenders, realtors, and appraisers. Consultants will incorporate into this analysis an evaluation of the City’s housing supply, the demand for housing, the current housing conditions, the cost of housing stock, and the kind of housing available to the disabled. • Strategic Plan - The consultant team will develop a strategic plan that addresses the needs identified in the approved needs assessment and any existing City policies. The strategic plan will be consistent with the minimum HUD requirements as outlined in CFR 24 Part 91 as well as with other guidance issued by HUD. The strategic plan will detail the City’s housing, homeless, and non-housing priorities for the next five years. Specific objectives and strategies will be developed that address stated priority needs. City representatives will review and provide comments on the draft of the strategic plan, which the consultants will incorporate into the finalized version. The consultant team will obtain comments and direction on the draft Strategic Plan and discuss actions to implement the approved strategies. • Citizen Participation Plan – Review the City’s existing Citizen Participation Plan to become familiar with the process and meeting locations used to solicit public input on housing and community development priorities. Provide recommendations, if any, A.12.a
Packet Pg. 326 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR for revisions to the Citizen Participation Plan and discuss necessary steps to amend the Citizen Participation Plan in accordance with 24 CFR 570.486(a)(6). • 1
st Year Annual Action Plan – As part of the 2023-2028 Consolidated Plan process, the AVANT-GARDE team will develop the 1st Year Annual Action Plan that supports the objectives and strategies developed and outlined in the Draft Consolidated Plan.
Specific benchmarks/performance measures will be developed so that the City and HUD will be able to assess and evaluate the City’s progress in reaching its goals.
The one-year action plan will be consistent with the minimum requirements outlined in 24 CFR Part 91 as well as with other guidance issued by HUD. City representatives will review and provide comments on the draft of the Annual Action Plan, which the consultants will incorporate into the finalized version.
Additional tasks AVANT-GARDE will complete include: Prepare information on low and moderate-income areas for consideration as program target locations. Assist City staff in preparing a Budget and Allocation Plan itemizing anticipated funding over the next five years uses of the funding and formula methodology to serve as the basis for the development of an Allocation Plan for all activities. Provide certifications to ensure compliance with all other Federal requirements. Coordinate with City staff to respond to all inquiries from HUD regarding the approved Consolidated Plan.
HOUSING REHABILITATION SERVICES
AVANT-GARDE is committed to providing as needed technical assistance and administrative services for the City’s housing rehabilitation program. We understand that the programs are implemented by Habitat for Humanity. They city will need our assistance primarily to assist with the Approval of Contractor Payments: As rehabilitation progresses and as invoices are submitted by contractors, Consultant will verify that the expenses are reasonable and the work has been completed properly and will submit to City the applicable form(s) executed by consultant indicating that the work has been completed and it is satisfactory.
V. Work Plan:
Taking all circumstances, current conditions, and required preparations into consideration, describe in detail, your proposed work plan for delivering the services required by this RFP, including, but not limited to;
A. How you will schedule professional and staff to ensure milestones and deadlines are met?
The success of projects often depends on the strength of the collaboration between the city staff and the consultant. To this end, we would initiate this program with a thorough review of the proposal and a discussion of how well it meets the stated goals and objectives of the City.
Any gaps, omissions or additional requirements are determined and discussed for possible inclusion in the services to be provided. This initial review is followed by a detailed summary of the methodology, product deliverables and a timeline with benchmarks clearly identified.
This document would be approved by the authorized City staff and then becomes the guiding document. Any changes to this original document and timeline are quickly reduced to writing and approved by both the client and our firm. The purpose is to ensure that we are always moving toward the common and agreed upon goal and that the progress is consistent with the needs of the City.
In order for the process and the program to proceed according to the needs of the City of Moreno Valley, it is critical that certain exchanges and procedures occur between staff and consultant. We want to ensure that the staff is fully informed of all tasks undertaken and the A.12.a
Packet Pg. 327 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR results and findings we develop. We want to be available and fully prepared to discuss the program and to collaborate when a change in course may be advisable. Most importantly, we want the City to receive services and product deliverables that are founded on good planning and economic development principles and in a format that is easy to use, apply and update as conditions may change.
In summary, our approach to program management is to agree on the goals and objectives to be achieved at the inception of the project. The process and product deliverables are reduced to writing so that both the City and our firm have a clear understanding of the project parameters and the method by which success is to be achieved. We prepare a timeline that is updated regularly to ensure that the project remains on track and/or that required extensions are known in advance and agreed upon by City staff. We maintain regular and consistent communication with scheduled meetings to update City staff on the status of the various project tasks and to share findings and results. These basic principles have served our firm well and significantly contributed to the success we have experienced with all of our past assignments.
B. Provide required response time to the urgent service requests.
Our staff will work diligently to meet timelines established by staff.
C. How you will make up for work-hours lost (and resulting backlog that may occur) due to various unforeseen situations that may prohibit work on a specific day.
Our staff works based on the tasks assigned and our time is billed based on activities completed.
D. Provide any other relevant information that you believe would benefit City for the requested services.
The most immediate value that we will add to the City of Moreno Valley is the exponential extension of AVANT-GARDE staff. It is our preferred style to become an extension of the City by combining resources and providing the added ability to take on projects from beginning analysis and strategic planning through implementation. We can call upon the skills of the professionals in our organization to fill in where the City may not have available staff or expertise. While the City staff is engaged in day-to-day operations, our staff has the capacity to evaluate and manage development projects on behalf of the City.
Additionally, we share our insights and professional expertise, as well as best practices which we have applied successfully, with staff in the manner of in-house training.
Submitted by:
Company Name Advanced Avant-Garde Corporation
Contact Name Ana Marie LeNoue
Title President/CEO
Signature
Email [email protected]
Phone (714) 401-9362
Date February 16, 2022
Ana Marie
LeNoue
Digitally signed by Ana
Marie LeNoue
Date: 2022.02.16 12:22:18
-08'00'
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Packet Pg. 328 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 26 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Section 6. Required Forms and Samples
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Attachment C: Client References
(Bidder’s Company Name)
1. Client’s Company Name:
Client Address:
Contact’s Name:
Contact’s Title:
Contact’s Telephone & FAX:
Contact’s Email:
Scope of Services/Products
Provided:
Project Completion Date & Value:
2. Client’s Company Name:
Client Address:
Contact’s Name:
Contact’s Title:
Contact’s Telephone & FAX:
Contact’s Email:
Scope of Services/Products
Provided:
Project Completion Date & Value:
3. Client’s Company Name:
Client Address:
Contact’s Name:
Contact’s Title:
Contact’s Telephone & FAX:
Contact’s Email:
Scope of Services/Products
Provided:
Project Completion Date & Value:
4. Client’s Company Name:
Client Address:
Contact’s Name:
Contact’s Title:
Contact’s Telephone & FAX:
Contact’s Email:
Scope of Services/Products
Provided:
Project Completion Date & Value:
Duplicate this form as necessary to complete list.
Advanced Avant-Garde Corporation
City of El Monte
11333 Valley Blvd, El Monte, CA 91731
Alma Martinez
City Manager
(626) 580-2001
[email protected]
2017 - Ongoing $512,000
City of Bellflower
City Manager
Jim DellaLonga
16600 Civic Center Dr, Bellflower, CA 90706
(562) 804-1424 ext. 2224
HOME/CDBG/ESG Program
Management & Compliance
HOME/CDBG Program
Management & Compliance
2016 - Ongoing
[email protected]
City of South Gate
8650 California Ave, South Gate, CA 90280
Meredith Elguira
Director of Community Development
(323) 563-9529
[email protected]
HOME/CDBG Program
Management & Compliance
2017 - Ongoing $582,855
$156,445
City of Montebello
1600 W. Beverly Blvd, Montebello, CA 90640
Joseph Palombi
Director of Community Development
(323) 887-1367
HOME/CDBG Program
Management & Compliance
[email protected]
2013 - Ongoing $130,220
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Packet Pg. 334 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 27 City of Moreno Valley RFP – Professional Services to Administer HUD Programs02.16.2022 Section 7. Work Samples
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Packet Pg. 338 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 31 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Sample Schedule and Milestones
CDBG Administration
Task Schedule Monthly
Estimated
Staff Hours
Deliverable
Begin Complete
Coordinate with Finance to ensure
drawdowns are up to date / address
timeliness issues
Upon
award Ongoing 15
Complete and submit any outstanding
items for file and/or complete close out
reporting
Verify the following were completed:
Annual reports were submitted;
reimbursement requests processed;
SAM reports and ERR’s completed and
in file; agreements executed; initial
award documents are in file.
Upon
award 2 months 25
Complete and submit any outstanding
items for file and/or complete close out
reporting. Ensure items are properly
located in each file, complete any
missing items.
FY 2022/23 CAPER TBD TBD 25 FY 22/23 CAPER submitted to HUD FY 23/24 Action Plan TBD TBD 10
Facilitate public hearings, coordinate with
stakeholders, submit final 23/24 Action
Plan to HUD
Host Workshop for FY 22/23 SubRecipients TBD TBD 15 Send out invitations, prepare PPT and handouts, conduct orientation.
Conduct site visits/subR audits TBD TBD 25 Schedule visits, conduct monitoring visits, prepare reports for file.
Collect Quarterly
Reports/Reimbursement Requests TBD TBD 20
Assist and ensure subs submit by due date
(last day of month following each
quarter).
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Packet Pg. 339 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL 32 City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Audit quarterly reports and
reimbursement requests TBD TBD 20
Audit and submit reimbursement
packages for payment processing (audits
may occur as soon as sub-recipients
submit them). Ensure reimbursements are
complete and processed.
Collect and audit annual reports TBD TBD 15 Summary of accomplishments for utilization in the 22/23 CAPER
FY 22/23 Funding Application Process TBD TBD 8
Distribute and review schedule, prepare
NOFA, applications available for FY 22/23
Provide appropriate code citations
and defensible work products to
qualify past and present programs and
activities
Upon
Award Ongoing 10 To be determined based on project assignments CBDG Funded Project Labor
Compliance
Upon
Award Ongoing 10
Review, coordinate and ensure CDBG
funded projects are on schedule, in
compliance, and reported to HUD
Sample Services Agreement
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Packet Pg. 340 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Appendix I – Scope of Services
1. Assist with managing the City’s CDBG, HOME, ESG, and NSP annual programs administered through HUD, plus any carryover from prior years.
2. Assist with carrying out the grant application cycle including but not limited to participating in Public Hearings, holding an application workshop, and accurately reviewing applications to assist with the department budget preparation.
3. Produce and provide the 5-Year Consolidated Plan, Annual Action Plan, CAPER, and any amendments as needed, in accordance with HUD deadlines.
4. Conduct research and analysis of house issues to produce the Analysis of Impediments (AI) to Fair Housing Choice. The AI will include a recommended fiveyear Fair Housing Action Plan to help address barriers and improve access to housing.
5. Prepare agreements, including subrecipient agreements, MOUs, and housing agreements.
6. Manage IDIS, HEROS, and DRGR including setting up activities, revising and funding activities, updating accomplishments and beneficiary information, and clearing flags.
7. Prepare and route environmental review records to be fully executed and entered in HEROS for all activities.
8. Prepare and submit all required federal reporting in accordance with HUD deadlines.
This includes Section 3, Semi-Annual Labor Standards Enforcement Report, Minority Business Enterprise and Women Business Enterprise Reporting.
9. Conduct research as needed to accurately provide technical assistance to City staff and subrecipients.
10. Assist executive team with implementing new grants, programs, and property rehabilitation.
11. Review and approve reimbursement requests in accordance with HUD guidelines and subrecipient agreements.
12. Accurately apply various CFR regulations and requirements to determine whether a program/project is in compliance.
13. Maintain and monitor City and subrecipient fund expenditures and program accomplishments.
14. Conduct required monitoring of subrecipients and their programs including various City Departments.
If needed our staff can also assist with the following:
15. Program Evaluation Report: provide City staff with a comprehensive evaluation report on the City’s compliance with HUD regulations. Report will include the status of all City programs, any lapses in program implementation, and recommendations for ensuring compliance with HUD requirements. This report will be presented to staff within 90 days of Agreement commencement.
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Packet Pg. 341 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022
16. Technical assistance in the review of private-public partnerships, site and neighborhood standards, income determinations, and similar program criteria.
17. Technical assistance with updating the City’s Policies and Procedures as needed.
18. Determining eligible and ineligible CDBG, HOME, ESG, and NSP activities such as eligible project costs, eligible administrative and planning costs, and similar program criteria.
19. Provide technical assistance in evaluating affordable housing projects, including maximum subsidy per unit, underwriting requirements, and subsidy layering.
20. Technical assistance on other federal requirements including: affirmative marketing, minority outreach, environmental review, displacement, relocation, acquisition, opportunity, disclosure requirements, debarred, suspended, or ineligible contractors, and drug-free work place.
21. Attend necessary City Council and/or Public Hearings and respond to HUD followup questions needed to receive necessary HUD approvals.
22. Gather available and necessary documents for HUD audits, and prepare the followup correspondence. Technical expertise in responding to any HUD audit findings and/or concerns, take corrective actions, answer questions, and follow up with any other information as requested and/or needed.
23. Provide a high standard of care and support to internal customers (such as City elected officials and staff) and external customers (such as residents, business owners, contractors, developers, and staff from municipal, state, and federal agencies).
24. Assist staff with Community Housing Development Organization (CHDO) outreach and certification process.
25. Oversee labor standards compliance including preparation of notices, bid documents, review of weekly certified payrolls, employee interviews, verification of contractor licensing and debarred status, review bonding, conduct preconstruction conference, issue notice of award and notice to proceed, oversee payments to contractors, approve change orders, and issue notice of completion.
26. Property Rehabilitation Services:
a. Administer and implement the City’s Property Rehabilitation programs which includes:
i. Collecting data and preparing necessary reports for the City and HUD. ii. Ensure all required documentation is present in client files, e.g. historical review and lead based paint notification.
b. Review of income documentation.
c. Meet with applicants, review, and approve program participation. d. Perform initial field inspection of properties for which rehabilitation assistance is requested.
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Packet Pg. 342 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 e. Prepare written inspection reports and cost estimates connected with the above inspection.
f. Prepare loan document and/or document for approval of grants or rebates. g. Conduct bid process procedures, review of bids, selection of contractors, and staff, as appropriate.
h. Arrange pre-construction meetings with contractors, property owners, and staff, as appropriate.
i. Conduct progress inspections and recommend approval of progress payments.
j. Conduct final inspection.
k. Provide progress and/or activity reports and complete projects in a timely manner.
27. Maintain Project Filing System and Documentation Checklists. Maintain case files including but not limited to application and documentation of eligibility, work writeups, documents on all necessary licenses and permits, site visit/inspection reports, invoices for payment. Maintain these and other program and financial records in accordance with HUD record keeping requirements as specified.
28. Ensure administration and compliance with all applicable federal, state, and local laws, rules, regulations, and policies including national objectives as required by HUD.
29. Respond to public inquiries regarding HUD programs.
30. Respond to HUD letters and/or memorandums as needed. Act as City’s liaison and representative to facilitate communication between the City and HUD as well as represent the City at community meetings, City Council, meetings with staff, or workshops as needed or directed.
A.12.a
Packet Pg. 343 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Appendix II – Project Experience Sheets
A.12.a
Packet Pg. 344 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Rialto | CDBG & NSP Compliance
Services
AVANT-GARDE is currently providing the day-to-day administration and implementation of the City’s CDBG funded Program. Our team works with City staff to determine project eligibility along with monitoring of programs to assure compliance with all Federal, State, and Local reporting requirements. Our scope of work includes:
prepare reports including, but not limited to, an Annual Action Plan CAPER, Section 3 Reports, prevailing wage, minority contractor, and other reports required by HUD; setup and maintain IDIS records, including preparation of requested reports; prepare draw down requests for reimbursement of expended funds at a minimum of a quarterly basis or more often as directed by the Finance Director; coordinate with HUD field office staff and other City representatives on CDBG related issues as needed and assist with all program monitoring and audit preparation; and prepare necessary NEPA/CEQA forms and documents for categorically exempt
projects.
Our team is also providing support for the City’s NSP programs. Scope includes: DRGR reporting, NSP program monitoring and strategic planning for the use of program income.
CARES Act Support: Provide technical and marketing support for programming of funds. Our staff has been actively involved in developing and implementing programs such as Rental Assistance and Business Assistance programs.
Client Contact
Arron Brown Assistant
City Manager
Project Completion
Ongoing
Type of Funding
CDBG / NSP / CV
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Packet Pg. 345 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Client Contact
Joseph Palombi
Director of
Planning/Community
Development
Project Completion
Ongoing
Type of Funding
HOME / CDBG / CV
Montebello | HUD CDBG & HOME
Program Compliance Management
AVANT-GARDE provided Program Monitoring and Funding Compliance Services for HOME and CDBG funded programs administered through HUD. As such, AVANT-GARDE provided on-going program compliance monitoring services of sub-recipients and implementation of the City’s Housing Program. Services included working with the City to correct and respond to HUD HOME and CDBG Service Program findings, resulting in eliminating the numerous findings dating back to FY 2012/13. As part of this effort, AVANT-GARDE assisted in developing systems and processes in accordance with HUD requirements to expend and track funds in a timely and compliant manner and maintain program files in preparation for HUD review and audit. The Housing Rehabilitation Program systems have been updated to include standardized loan documents, program standards, and tracking mechanisms to help the City identify each stage of a project. HOME program accomplishments include acquisition of and conditional commitment of funds for properties. AVANT-GARDE recently monitored and implemented the CDBG Service Program, working with various City departments and local nonprofits to ensure adherence to HUD program requirements, including the development of tracking processes and timely submittal of sub-recipient activities and reimbursements. AVANT-GARDE recently assisted the City with developing their updated ConPlan, Analysis of Impediments, Citizen Participation Plan, Substantial Amendment, and FY 19/20 CAPER which included all related community outreach and coordination with city staff and community stakeholders.
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Packet Pg. 346 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Lynwood | HUD Program &
Compliance Management
AVANT-GARDE was hired by the City of Lynwood in 2007 to provide Community Development (Housing) services, which included the administration and implementation of the City’s CBDG and HOME program including but not limited to: Housing Rehabilitation Program, implementation of a variety of housing related tasks, project management services as assigned by the Community Development Director, and support for miscellaneous Community Development activities. On-going administration of the HUD program included:
preparation of environmental reviews (up to level of Environmental Assessment) for all activities; management of IDIS system (set-up, revise and fund activities, update accomplishments and beneficiary information); preparation of agreements, including sub-recipient agreements, MOUs and housing agreements; assistance in
department budget preparation; assistance in implementation of Property Rehabilitation Programs; responsibility of financial management, approving payment requests while monitoring HOME expenditures; and administering and monitoring contracts of housing projects. As of 2017, AVANT-GARDE has been assisting with the Housing Rehabilitation Program, Environmental Reports for capital improvement projects, and Labor Compliance.
Project Completion
Ongoing
Type of Funding
HOME / CDBG
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Packet Pg. 347 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Cudahy | CDBG Administration &
Housing Rehabilitation Services
AVANT-GARDE was hired by the City of Cudahy to provide technical assistance for the administration and implementation of the City’s CDBG projects. Responsibilities include the preparation of the on-line “Agreements to Implement” annual CDBG programs with LACDA and the preparation of processing of any necessary amendments to the “Agreement to Implement” for ongoing projects. Duties include, coordination with City staff to gather all necessary documentation for LACDA program monitoring and audit preparation, preparation and completion of LACDC and HUD reports and documents, ensuring administration of all applicable federal, state, and local laws, rules, regulations, and policies are adhered to and the overall administration of the housing rehabilitation program, including collecting data and preparing necessary reports for the City, CDC and HUD. In addition, AVANT-GARDE provides CDBG financial management assistance, acts as a City liaison and representative to the LACDA, and administers CDBG funded projects through applicant file review and income qualification, property inspections, and bid administration, including the coordination of pre-construction meetings with the LACDA, contractors, property owners, and staff.
Client Contact
Brenda Rodriguez
Administrative
Services Director
Project Completion
Ongoing
Type of Funding
CDBG / CV
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Packet Pg. 348 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Bellflower | Housing Management
Services
AVANT-GARDE provides oversight of the HOME and CDBG
program for the City of Bellflower. Activities include
implementation of the Housing Rehabilitation and First Time Homebuyer programs; IDIS management and training of
accounting staff; income qualification of program applicants; preparation of CAPER; project management on Affordable
Housing development projects, and management of the CBDG Public Services program. AVANT-GARDE has updated HOME,
CDBG, and Code Enforcement policies in accordance with HUD requirements, provided technical assistance to update and amend the Action Plan, Consolidated Annual Performance and Evaluation Report, and other reporting documents as required by HUD including the 2020 5-year Consolidated Plan and AI. Most recently, assisting the City with the programming and
implementation of CDBG-CV funded activities.
Client Contact
Jim DellaLonga
Director of Economic
Development
Project Completion
Ongoing
Type of Funding
HOME / CDBG / CV
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Packet Pg. 349 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 El Monte | HOME, CDBG, & ESG
Compliance/Monitoring
AVANT-GARDE is assisting the City of El Monte with program management of HOME, CDBG and ESG programs. Services include project management of the public services program; management of CDBG funded CIP’s; oversight of the 5-year Consolidated Plan, AI and Annual Action Plan; on-site monitoring and compliance review; and technical assistance to update and amend the CAPER. Staff assisted the City with preparation of the Housing Rehabilitation Program Guidelines. We also assisted the City with preparing bid packages for the rehabilitation of City-owned properties and worked with the City’s selected relocation services consultant to coordinate the temporary displacement of tenants at City-owned properties while improvements were constructed and monitored rental properties. Most recently, assisting the City with the programming and implementation of CDBG-CV funded activities.
Client Contact
Betty Donavanik
Director of Community
Development
Project Completion
Ongoing
Type of Funding
HOME / CDBG /
ESG / CV
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Packet Pg. 350 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 South Gate | CDBG & HOME
Coordination and Management
Services
AVANT-GARDE has provided HUD Program Management Services to the City of South Gate since 2018. Our scope of work includes preparation of the Annual Action Plan and program development and support including Action Plan amendments; 2020
Consolidated Plan development and support including
community outreach and all amendments; preparation of the 2019-2020 Consolidated Annual Plan Evaluation Report (CAPER); preparation and adoption of updated HOME and CDBG policies and procedures; program and financial compliance
requirements (IDIS) and local financial procedural support; and manage program operations for all CDBG and HOME programs including reporting and administration. Program administration support has included building out new programs and establishing guidelines and protocols. Most recently AVANT-GARDE assisted with the launch and underwriting of the City’s new Small Business Retention and Creation Grant Program.
Services have included working with the City to correct and respond to HUD Office of Inspector General (OIG) audit findings.
Furthermore, AVANT-GARDE provides labor compliance services for CDBG funded capital improvement projects to ascertain compliance with established federal regulations and laws. Most recently, we are assisting the City with the programming and implementation of CDBG-CV funded activities.
Client Contact
Meredith Elguira
Director of Community
Development
Project Completion
Ongoing
Type of Funding
HOME / CDBG / CV
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Packet Pg. 351 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Moreno Valley | HOME Funding
Compliance Services
AVANT-GARDE was retained by the City of Moreno Valley to assist with committing HOME funds for two affordable housing projects facing a lapse of funds. Our scope of services included CHDO certification; preparation of NEPA documentation for the project; and project coordination to ensure development and execution of the HOME Commitment Agreement which included
coordination with the City Attorney, City staff, and the CHDO; preparation of Council staff reports and coordination with designated City consultants for preparation of the layering analysis and feasibility study. We are currently under contract to provide a variety of services including Project Management services to carry out two rental projects; monitoring the Emergency Solutions Grants (ESG) program and its subrecipients including review of policies & procedures, eligibility requirements, reporting & performance measurements, administrative costs, procurement, and
recordkeeping; updating and preparation of the Assessment of Fair Housing, Citizen Participation Plan, and Consolidated Plan which includes all related community outreach and coordination with city staff and community stakeholders.
Client Contact
Dena Heald
Deputy Finance
Director
Project Completion
Ongoing
Type of Funding
HOME / ESG
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Packet Pg. 352 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley RFP – Professional Services to Administer HUD Programs 02.16.2022 Pasadena | Housing Management
Services
AVANT-GARDE provided Interim Housing Manager Services to the City of Pasadena. As the Interim Housing Manager, AVANT-GARDE was responsible for Community Development Strategic Planning, Housing Production and Management, Housing Division
Management, and housing production for the homeless.
We provided fund management services on programs such as CDBG, HOME, and ESG. The scope of work for fund management services included coordination with City Staff to review HUD funded program documents, funding status, action plans and proposed projects; and coordinating and corresponding with the HUD Program Manager. Our staff also conducted an analysis of each project to ensure that the projects were properly recorded in adherence with the funding source. In addition, we coordinated with City staff and identified new projects that needed to be recorded, conducted activity Set Up, activity funding, drawdowns, activity completion and reporting in the IDIS system.
Client Contact
Julie Gutierrez
Assistant City Manager
Project Completion
2011
Type of Funding
HOME / CDBG
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Packet Pg. 353 Attachment: Avant Garde - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR City of Moreno Valley
Proposal
February 16, 2022
Professional Services for Grant
Administration
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Packet Pg. 354 Attachment: Willdan Financial - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR
Section 1
Executive Summary
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Packet Pg. 355 Attachment: Willdan Financial - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR T 951.587.3500 800.755.6864 | F 951.587.3510 888.326.6864 | 27368 Via Industria, Suite 200, Temecula, CA 92590 | www.willdan.com Section 1: Executive Summary
February 16, 2022
Ms. Dena Heald, Deputy Finance Director
City of Moreno Valley
14177 Fredrick Street
Moreno Valley, California 92553
Re: Proposal to Provide Professional Services for Grant Administration to the City of Moreno Valley Dear Ms. Heald:
In response to the City of Moreno Valley’s Request for Proposal #2022-043 for Professional Services for Grant Administration Services, Willdan Financial Services is pleased to submit the following proposal. Provided herein is our response to the information requested within the corresponding proposal section.
Contact Information – Willdan Financial Services located at 27368 Via Industria, Suite 200, Temecula, California, 92590; Tel #: (951) 587-3500; Fax #: (951) 587-3510; Email: [email protected]; web address: Willdan.com Prior Company Names – Prior to April 2008, Willdan Financial Services was known as MuniFinancial.
Organizational Structure – California Corporation
Names and Titles of Principal Owner(s) – Willdan Financial Services is a wholly owned subsidiary of Willdan Group, Inc. (WGI).
Person(s) Authorized to Make Commitments – Please contact Principal Consultant Bob Quaid if you wish to discuss any aspect of this submittal. He can be reached at (951) 587-3527 or via email at [email protected].
Company History, Experience & Years in Business – Throughout our 57-year history, Willdan has served as a fullservice, multi-disciplinary firm based in Southern California with satellite offices throughout the United States. We specialize in consulting engineering and planning services for local government agencies. We are dedicated to providing public agencies with reliable engineering and financial consulting services and have earned a reputation as a problem-solver across a wide range of client interests. We support implementation of community vision through planning, engineering, construction management, building and safety, staff augmentation and financial consulting.
Current Number of Employees / Key Personnel – Overall WGI employs approximately 1,565 individuals, approximately 75 of which are part of Willdan Financial Services. The Willdan Team proposed to provide grant administration services to the City is comprised of 8 individuals possessing over 110 years of experience.
Exceptions to Sample Agreement – Willdan kindly requests the City’s consideration of the exception outlined below to Section K, Additional Indemnity Obligations, of the Sample Agreement. “Contractor shall defend, with after selecting counsel of City’s choosing with advice and consent from City, and Contractor’s own cost, expense and risk, any and all claims, suits, …” Thank you again for this opportunity to submit our proposal for these critical services.
Sincerely,
Willdan Financial Services
Robert D. Quaid Gladys Medina
Principal Consultant Vice President – Group Director
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Packet Pg. 356 Attachment: Willdan Financial - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR Professional Services for
Grant Administration ii
City of Moreno Valley RFP # 2022-043
Table of Contents
Section 1: Executive Summary ......................................................................................................................... 1 Table of Contents ............................................................................................................................................. ii Section 2: Supplemental Company Information.............................................................................................. 1 Section 3: Professional Team Assignments ..................................................................................................... 2 Organizational Chart .............................................................................................................................................. 3 Resumes ................................................................................................................................................................. 3 Susana Hernandez ................................................................................................................................................. 4 Robert (Bob) Quaid ................................................................................................................................................ 5 Rina Galit ................................................................................................................................................................ 6 Rebecca Acevedo ................................................................................................................................................... 7 Richelle Lane .......................................................................................................................................................... 8 Jeannette Dawson ................................................................................................................................................. 9 Jennifer Maria ...................................................................................................................................................... 10 Jane Freij .............................................................................................................................................................. 11 Section 4: Proposal Costs ............................................................................................................................... 12 Section 5: Response Template ....................................................................................................................... 13 Section 6: Required Forms and Samples ....................................................................................................... 23
1. Special Provisions Form................................................................................................................................. 23
2. Client Reference List...................................................................................................................................... 25
3. Non-Collusion Affidavit ................................................................................................................................. 26 Section 7: Work Samples ............................................................................................................................... 28 A.12.b
Packet Pg. 357 Attachment: Willdan Financial - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR
Section 2
Supplemental Company
Information
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Packet Pg. 358 Attachment: Willdan Financial - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR Professional Services for
Grant Administration 1
City of Moreno Valley RFP # 2022-043
Section 2: Supplemental Company Information
At present, a challenge for the City of Moreno Valley (“City”) is to ensure receipt of a fair price from qualified outside consultants to assist as needed with the administration of their Federal Housing and Urban Development (HUD) programs, services and activities. For Fiscal Year 2022/2023 (July 1, 2022 through June 30, 2023) the City anticipates an allocation of approximately $2.8 million for Community Development Block Grant (CDBG), HOME Investment Partnerships Program (HOME) and Emergency Solutions Grants (ESG) Program. Furthermore, the City also provides assistance to households through their Neighborhood Stabilization Program (NSP), with approximately $15 million in funding. In addition, the City also seeks assistance with the preparation of related HUD documents, federal reports and annual compliance reports, as well as monitoring sub-recipients.
Having served as a grant administrator for the City for the past four years, the Willdan Team knows first-hand the level of complexity and effort, as well as volume of work, associated with the administration of your grants. Willdan has developed an institutional knowledge of the City’s grant administration goals, and developed relationships with City staff and its grant subrecipients that is incomparable to any other firm. Everyone on the MoVal grant team hopes to keep this relationship moving forward into the future.
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Packet Pg. 359 Attachment: Willdan Financial - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR
Section 3
Professional Team
Assignments
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Packet Pg. 360 Attachment: Willdan Financial - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR Professional Services for
Grant Administration 2
City of Moreno Valley RFP # 2022-043
Section 3: Professional Team Assignments
Our management and supervision of the project team is very simple: staff every position with experienced, capable personnel in sufficient numbers to deliver superior services to the City, on time. With that philosophy in mind, we have selected experienced professionals to provide the requested grant administration services.
Our core team is comprised of 8 experienced special district personnel, possessing over 110 years of combined experience. The following table outlines the team members proposed to continue to serve the City. We are confident that our team possesses the depth of experience that will successfully fulfill the desired work performance.
Team Member /
Project Role
Years of
Experience
Moreno
Valley
Experience
Project Responsibilities
Susana Hernandez
Project Manager 16 years 0.5 years
Lead administration tasks for CDBG, ESG and
HOME grant program activities
Reports to City’s financial operations division
manager
Supervise Willdan staff that support the City’s
annual grant administration, monitoring and
reporting activities
Bob Quaid
Technical Advisor,
CDBG/ESG
20 years 3.5 years
Provide technical support to City’s grant CDBG &
ESG management team
Support necessary grant administration tasks
specific to CDBG & ESG funded activities
Rina Galit
CDBG & ESG Grant
Analyst
2.5 years 2.5 years
Provide on-site support to City’s grant
management team
Review of CDBG and ESG invoices and contracts,
Davis-Bacon prevailing wage compliance, Section
3 compliance and other HUD regulations
Prepare Five-Year ConPlan, Annual Action Plan
and CAPER
Rebecca Acevedo
HOME Grant Analyst 10 years 0.5 years
Review CDBG and ESG invoices and contracts,
Davis-Bacon prevailing wage compliance, Section
3 compliance and other HUD regulations
Richelle Lane
Grant Support for CDBG,
ESG & HOME
9 years 3.0 years Support the review of CDBG & ESG invoices Jeannette Dawson
HOME Grant Support 20 years
Support the review of HOME invoices and
contracts, Davis-Bacon prevailing wage
compliance, Section 3 compliance and other HUD
regulations
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Packet Pg. 361 Attachment: Willdan Financial - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR Professional Services for
Grant Administration 3
City of Moreno Valley RFP # 2022-043
Team Member /
Project Role
Years of
Experience
Moreno
Valley
Experience
Project Responsibilities
Jennifer Maria
HOME Grant Technical
Advisor
15 years 3.0 years
Provide technical support to City’s HOME grant
management team
Support necessary grant administration tasks
specific to HOME funded activities
Jane Freij
Labor Compliance
Manager, CDBG/HOME
20 years 3.0 years
Provide supervisory federal and state labor
compliance services for projects utilizing CDBG
funds
Organizational Chart
The organizational chart outlines the reporting relationship and team member assignments for the Willdan individuals proposed to serve the City of Moreno Valley.
Resumes
Resumes for Willdan project team are provided on the following pages. Each resume identifies the team member’s title, responsibility, and prior experience that will be drawn upon in order to effectively and efficiently complete the services desired by the City.
A.12.b
Packet Pg. 362 Attachment: Willdan Financial - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR Professional Services for
Grant Administration 4
City of Moreno Valley RFP # 2022-043
Education
Master of Arts in Political
Science, American Public
University
Bachelor of Science in
Mathematics / Applied
Science, with an emphasis
in Management and
Accounting, University of
California, Los Angeles
Areas of Expertise
Assessment Districts
Community Facilities
Districts
Property and Business
Improvement Districts
Sewer Districts
Community Services
Districts
Analyzing District
Finances
District Audits
Redeeming Bonds
Apportionments
Delinquency Management
Municipal Disclosure
Special District
Formations and
Annexations
Bond Financings
Bond Refundings
Grant Administration
16 Years’ Experience
Susana Hernandez
Project Manager
Ms. Susana Hernandez is a Willdan Senior Project Manager. She began her career at Willdan as a Senior Analyst with experience in the administration of Landscape and Lighting Districts, Community Facilities Districts, sewer districts, Local Improvement Districts, delinquency management, and continuing disclosure reporting. Thereafter, she was promoted to Project Manager and continued her endeavors in the implementation of special district formations and annexations. As part of her experience, she is involved in the research, analysis, and budgeting necessary to resolve related local government financial issues, as well as the management and development of her analyst team specific to the annual administration of all types of special districts. Ms. Hernandez has also hosted various educational and training sessions, both internally at Willdan and for professional organizations, such as CSMFO.
Project Knowledge
Ms. Hernandez joined the City of Moreno Valley’s Grant Administration team in 2021 as a CoProject Manager alongside Mr. Quaid and has emersed herself in becoming acquainted with the codes, regulations, and administration processes of the CDBG, ESG, and HOME grant programs.
Her functions to date in this role have included:
Review and provide necessary edits to the CDBG and HOME Policies and Procedures Manual. Review and provide necessary edits to the City of Moreno Valley’s CDBG, HOME, and ESG Objectives and Policies.
Review and provide necessary edits to the City of Moreno Valley’s ESG Written Standards. Assist with the review of subrecipient invoices and formulate policies and procedures. Review and provide necessary edits to the Citizens Participation Plan. Maintain the master calendar up-to-date and plan and organize the schedule accordingly. Prepare onsite monitoring checklist for US Veterans.
Review and update the City’s Section 3 manual.
Section 3 training and preparation of presentation to City staff. Translate public notices from English to Spanish.
Review and provide necessary edits to Substantial Amendment No. 2. Review and provide necessary edits to the CDBG, HOME, and ESG applications. Review and update the City’s CDBG-Bidding and Contracts documents for compliance with updated Section 3 final rule.
Coordinate weekly staff meeting agenda.
Prior to joining the grant administration team, Ms. Hernandez managed the day-to-day district administration on over 200 districts throughout California. General district administration duties include managing the preparation and calculation of special taxes, assessments, and charges; maintaining and updating electronic databases; submitting levies to the County Auditor/Controller’s Office; monitoring delinquencies; providing annual reports to CDIAC; preparing Notices of Special Tax; calculating written prepayment quotes for special tax liens; and performing all bond call spreads.
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Packet Pg. 363 Attachment: Willdan Financial - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR Professional Services for
Grant Administration 5
City of Moreno Valley RFP # 2022-043
Robert (Bob) Quaid
Technical Advisor, CDBG/ESG Grants
As a Willdan Principal Consultant, Mr. Robert Quaid provides project management, procedural support and quality review for Willdan’s District Administration and Financial Services Consulting groups. Mr. Quaid also services as the lead consultant for grant administration, cost of service and cost audits and as interim finance/administrative staff to client agencies.
With more than 20 years of experience in the public finance industry, Mr. Quaid has participated in numerous cost-of-service studies and construction cost audits. Mr. Quaid began his career as an auditor in 1976 with the international CPA firm formerly known as Haskins & Sells (currently known as “Deloitte”). He spent 11 years as an accounting and financial manager in the real estate development industry before joining Willdan in 2001.
Relevant Project Experience
City of Moreno Valley, CA – Grant Consultant/Manager: As lead grant consultant to the City beginning in 2018, Mr. Quaid reports to the City Deputy Finance Director and supervises a Willdan staff of four individuals supporting the City’s annual grant administration, monitoring and reporting activities. These activities include, but are not limited to: reviewing, scoring and preparing Council recommendation reports for subrecipient applications specific to the City’s annual CDBG, HOME and ESG entitlement awards; conducting pre- and post-award training sessions with subrecipients; reviewing sub-recipient invoices for payment; and entering various information into the HUD Integrated Disbursement of Information System (IDIS). Mr. Quaid also oversees the preparation of the Annual Action Plan and the Consolidated Annual Performance Evaluation Report (CAPER), plans and conducts the annual onsite subrecipient monitoring, and interfaces with regional HUD representatives on technical issues for the City.
North City West School Facilities Financing Authority, CA – Administrator: As the administrator for the three-member joint powers authority, Mr. Quaid worked closely with the Executive Director and was primarily responsible for supervising the monthly administration, accounting and investment functions including processing of revenues and expenses in accordance with GAAP; coordinating debt service payments with the bond trustee; preparing quarterly Board agendas and financial reports; working with the independent CPA during the annual audit/compliance review; interfacing with the San Diego County Office of Education; filing mandatory/regulatory reports with the City of San Diego and the Securities and Exchange Commission; and communicating with Board members, as needed.
Central Basin Municipal Water District, CA – Interim Financial Manager: As the District’s Interim Financial Manager, Mr. Quaid’s duties included working with the General Manager, department heads and District staff to develop the annual budget; provide an assessment of the finance department’s current staffing plan; work with staff to prepare monthly budget versus actual reports for project managers for budget monitoring; work with staff to prepare financial information to be included in the monthly Board reports; assist department staff with scheduled check runs and check requests; manage cash flows; ensure compliance with IRS and SEC requirements on tax-exempt bond issues; review the District’s Long-Range Financial Plan with the General Manager; assist with the identification of necessary rates to meet District revenue requirements; provide financial market updates; attend regular Board meetings, agenda meetings and department head meetings; and held regular office hours at the District office.
Mr. Quaid also represented the District in a Bureau of Reclamation grant audit for the District’s recycled water pipeline providing necessary support for indirect costs allocated to the grant.
Education
Bachelor of Science,
University of Southern
California
Areas of Expertise
Grant Administration
and Monitoring
Cost of Service Studies
BID Administration
Statutory Financial
Reporting
Fiscal Analysis for
User Fees and Rates
Fund Audits
Quality Review of
Community Facilities,
Lighting & Landscaping, and
Assessment Districts
Affiliations
California Society of
Municipal Finance Officers
20 Years’ Experience
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Packet Pg. 364 Attachment: Willdan Financial - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR Professional Services for
Grant Administration 6
City of Moreno Valley RFP # 2022-043
Education
Bachelor of Science;
Business Administration &
Marketing, San Diego
State University
Areas of Expertise
Grant Analysis
CDBG, ESG
Program Administration
2.5 Years’ Experience
Rina Galit
Senior Grant Analyst, CDBG & ESG
Ms. Rina Galit is a Senior Analyst within Willdan’s District Administration Services group and exclusively serves the City of Moreno Valley CDGB and ESG grant administration.
Relevant Project Experience
City of Moreno Valley, CA — Willdan Grant Analyst: Ms. Galit currently serves as a grant analyst for the City of Moreno Valley and provides analytical support to the senior project team. She provides technical and compliance reviews of subrecipient invoices under agreement with the City. Ms. Galit also participates in conducting the onsite monitoring of the City’s CDBG and ESG subrecipients providing technical support in review of agreements, Davis-Bacon prevailing wage compliance, Section 3 compliance and other HUD regulations affecting the program activity.
Willdan services include, but are not limited to, reviewing, scoring and preparing Council recommendation reports specific to grant applications for the City’s annual CDBG, HOME and ESG entitlement awards; conducting pre- and post-award training sessions with subrecipients; reviewing sub-recipient invoices for payment; and entering various information into the HUD Integrated Disbursement of Information System (IDIS). The project team also oversees the preparation of the Annual Action Plan and the Consolidated Annual Performance Evaluation Report (CAPER), plans and conducts the annual onsite subrecipient monitoring, and interfaces with regional HUD representatives on technical issues for the City.
City of Moreno Valley, CA — Management Aide: Prior to joining Willdan, Ms. Galit served the City of Moreno Valley as a management aide in the Special Districts division. While with the City she assisted in division budget preparation analysis, administration, and review; maintained budget spreadsheets by entering prior year actuals; created and maintained reports, records and files required in connection with department work processes, as well as maintenance of the Eastern Municipal Water District (EMWD) water usage, various contract and budget tracking spreadsheets; processed Special Districts invoices, obtained approvals, ensured adherence to purchase order amounts; reconciled and audited contract amounts with actuals; prepared contracts, requisitions, change orders, and new vendor setup for Special Districts vendors as well as draft RFP for landscaping guidelines, and reviewed contracts up for renewal; and prepared and revised several division training manuals and other administrative materials, specifically for Special District processes in the Accela Civic Platform (ACP).
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Education
Bachelor of Arts,
Business Administration,
The City University of
New York, Hunter
College
Associate of Arts, Social
& Behavioral Arts,
Mt San Jacinto
Community College
Areas of Expertise
Grant Analysis
CDBG
Program Administration
10 Years’ Experience
Rebecca Acevedo
Senior Grant Analyst, HOME
Ms. Rebecca Acevedo is a Senior Analyst within the District Administration Services group, whereby she serves senior project team members as a grant services analyst. She is an experienced, proactive professional possessing over 16 years of cultivating partner/donor relationships.
Relevant Project Experience
City of Moreno Valley, CA — Willdan Grant Analyst: Ms. Acevedo currently serves as a grant analyst for the City of Moreno Valley and provides analytical support to the senior project team.
She provides technical and compliance reviews of subrecipient invoices, program maintenance in IDIS and reporting under agreements for the City’s CARES Act CDBG-CV and ESG-CV grants and Emergency Rental Assistance Program (ERAP) grants. Ms. Acevedo also provides backup support for the City’s CDBG, HOME and ESG entitlement grants.
Community Connect, Inland So Cal United Way (2017-2020) – Director of Finance: Ms. Acevedo was involved in all aspects of Inland So Cal United Way’s (“ISCUW”) grants and professional service contracts within Riverside County. This process involved searching for funding opportunities, completing the grant application, budget and narratives, to implementing funded programs, and preparing monthly performance reports and request for reimbursement. She was also responsible for the close out audits conducted by third-party contractors of the funders, and those conducted by city staff with the Cities of Corona and Perris. Ms. Acevedo also drafted and coordinated submissions for proposals (RFPs) under the CEO’s guidance, for local county and state funding, created budgets and narratives with supporting data across programs.
Furthermore, Ms. Acevedo served as interim Director of Legacy Community Connect during the transition to the parent organization, United Way. In this role, she was responsible for all operations, finance, and management of 20 staff members amongst 6 different direct service programs.
Path of Life, Neighborhood College (2012-2016) – Grants & Contracts Manager: In this position, Ms. Acevedo provided administrative support to the Executive Director, including contract administration of federal grant programs, and preparation of compliance and performancebased reports for funders. She supported general accounting functions, accounts payable, approval of vendors, request for disbursements and obtained approval for special event budgets and expenses. Ms. Acevedo also maintained appointment schedules, daily calendars, and made travel arrangements; assisted in agenda preparation through gathering information and contacting meeting participants.
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Richelle Lane
Grant Support for CDBG, ESG & HOME
Ms. Richelle Lane provides grant administration support for Willdan’s grant engagements. She provides review and evaluation of subrecipient CDBG, HOME and ESG grant applications, invoice review, procedures development, preparation of cash drawdowns and budget progress reports for funded projects.
As a Willdan Senior Analyst, Ms. Lane assists in the research and analysis required to resolve local government financial issues related to district and grant administration, including database management, research of applicable laws and regulations, and report preparation.
Further, Ms. Lane is also involved in auditing services, for which she has worked with a number of cities and developers related to the reimbursement of public facilities. She is also part of the on-call grant services team and is responsible for providing fiscal, reimbursement review, reporting, and budget support to agencies on an as-needed basis.
Ms. Lane came to Willdan with six years of combined finance and accounting experience. Prior to joining Willdan, she worked for the American Red Cross and was responsible for the day-today grant fiscal administration for federally funded programs, such as CDBG and various National Emergency Grants (NEG).
Previous services performed by Ms. Lane related to federal grants included:
Preparation of draw down requests;
Accounts payable and payroll;
Monitoring of grant expenditures and project milestones; Development of policies and procedures to implement new grants and projects; and Analysis and preparation of statistical information used for performance reporting (i.e., number of participants served, income levels, demographics etc.).
Relevant Project Experience
City of Moreno Valley, CA – Grant Analyst: Ms. Lane serves as one of Willdan’s grant analysts providing technical support in evaluation for funding of the City’s CDBG, ESG and HOME applications for Fiscal Years 2018 through 2022.
Education
Bachelor of Science in
Business Administration
(Emphasis in Accounting);
California Baptist University
Areas of Expertise
Grant-Related Services
Non-Profit Organization
Accounting
Database Management
9 Years’ Experience
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Education
Associates of Science,
Business; Ashford
University and National
University
Areas of Expertise
Construction Industry
Compliance Review
Accountant Payable
Review
20 Years’ Experience
Jeannette Dawson
HOME Grant Support
Ms. Jeannette Dawson is a Project Accountant at Willdan and will provide as needed support for monitoring related budgets and invoices received. She will also assist with the preparation of quarterly reports and reimbursement requests specific to subrecipient monitoring.
Furthermore, Ms. Dawson is fluent in English and Spanish.
Prior to joining Willdan, Ms. Dawson served as a project accountant in the construction industry for over 10 years. She was responsible for full cycle accounting including project billing, lien releases, change orders, ensuring subcontract billing accuracies, and ensuring overall compliance with accounting, contracts, insurance, and certified payroll.
Ms. Dawson is proficient in the following software applications: Microsoft Word and Excel, Deltek, Sage, Spectrum, Vision, Timberline, JD Edwards, Cheetah/Streetsmarts, American Contractor, Nice Touch & Oracle, Microsoft Access, View Point, Foundation & CRM. She is also fluent in English and Spanish.
Employment History
Straub Construction (Fallbrook, CA) – Project Accountant/Subcontract Payables Process all subcontractor’s monthly billings
Process and submit owner billing for projects
Collect lien releases and confirm subs are in compliance with industry standards as well as contracts
Process weekly payments
Verify subcontractor’s certified payroll in LCP Tracker Process Accounts Payable for vendors and suppliers
Assist in the Estimating Department on bid days
Baker Home Energy (Escondido, CA) – Project Analysis
T-Square Engineers, A Salas O’Brien Company, Vista, CA – Sr Project Accountant General Coatings Corporation/Kinsman Construction, San Diego, CA – Project Accountant Geogrid Retaining Wall Systems, Inc., Vista, CA – Project Coordinator RBF Consulting, San Diego, CA – Project Accountant
FCI Constructors, Inc., Vista, CA – Office Field Manager T.B. Penick & Sons, Inc., San Diego, CA – Subcontract Payable Specialist A.12.b
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Jennifer Maria
Technical Advisor, HOME Grants
Ms. Jennifer Maria is a Willdan HOME/NSP Administrator/Project Manager with 15 years of experience. Ms. Maria is experienced with the implementation and administration of federal grants funded through the Community Development Block Grant Programs (CDBG), HOME Investment Partnerships Program (HOME), Neighborhood Stabilization Program (NSP), Housing Rehabilitation (Grant/Loan Program), Code Enforcement and Public Service Programs.
Relevant Project Experience
City of Moreno Valley, CA – Ms. Maria currently provides on-call grant administration services to assist the City with the administration of their HOME and NSP programs. Ms. Maria is the lead grant analyst for the City’s HOME/NSP1 grant funded Courtyard at Cottonwood project currently under development and was instrumental in assisting the City close out prior NSP grants.
City of Cudahy, CA – Administrative Assistant, CDBG Administration: Managed the implementation and administration of CDBG Programs, including Housing Rehabilitation (Grant/Loan Program), Code Enforcement and Public Service Programs under the general direction of the Community Development Director. Monitored rules and administered, regulations, procedures, forms, records, request for proposals, and reports in accordance with applicable federal, state and local laws, rules and regulations, as they applied to each individual CDBG Program. Developed, implemented and maintained program information, evaluation and reporting systems; prepared and submitted grantee performance reports, including project descriptions and program budgets. Conducted special studies and surveys. Assisted in the preparation of program/project budgets, requests for proposals and public hearing notices for the Community Development Department. Implemented and monitored contracts between the City and the appropriate agencies involved with CDBG; principal contact with the Los Angeles County Community Development Commission. Prepared staff reports for the City Planning Commission and the City Council. Made all necessary presentations to the City Council and community during Public Hearings for annual CDBG budgets. Reviewed CDBG Funding Requests under the supervision of the Community Development Director and the Finance Director.
Assisted the Finance Director with preparation for Financial Monitoring performed by CDBG.
Identified funding sources and prepared grant proposals for various grants (i.e., data collection, research, narratives, budgets, scopes of work). Provided administrative support to Community Development Divisions (i.e., Planning, Building and Safety, Engineering, and Code Enforcement), as needed.
Education
Bachelor of Science,
Business Administration,
Mount Saint Mary’s
University, Los Angeles,
California
2001-2003, Mathematics in
Applied Science
(Accounting), University of
California, Los Angeles
Spring, 2009, Certificate of
Completion, Grant Writing
& Administration, California
State University, Dominguez
Hills, Carson, California
15 Years’ Experience
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Education
Bachelor of Arts,
Linguistics, University of
Kansas
Registration
Attorney Assistant
Training Program,
Litigation/Corporations
Certificate, University of
California, Los Angeles
20 Years’ Experience
Jane Freij
Labor Compliance Manager
Ms. Jane E. Freij is an experienced Administrative/Project Manager with a proven record of profitability achieved through comprehensive and effective management of time and budget.
Key areas of expertise include grant funding applications, scheduling and budgeting, contract administration/negotiation, legal documentation, policy and procedure development, and writing and editing. As a Supervising Labor Compliance Manager, Ms. Freij provides labor compliance monitoring services for federally-funded projects under FHWA, FTA, HUD, and EPA.
She is familiar with the FHWA federal funding administration process from field review and request for authorization to final invoicing and has specialized training in the reporting requirements and fraud detection and prevention procedures for projects funded by the American Recovery and Reinvestment Act of 2009 (ARRA).
Ms. Freij’s experience prior to joining Willdan includes four years with Edison Enterprises, where she served under a staff attorney as Contract Administrator and Senior Contract Administrator.
In these positions, she developed and negotiated contracts for products and services, monitored and enforced contractual compliance, constructed contractual terms and conditions, served as risk management liaison, and managed a multi-state licensing project for an energy services subsidiary. Ms. Freij has a strong legal background, having served as a paralegal and senior paralegal for litigation attorneys in the areas of real estate, land development, and contract law.
Federal and State Labor Compliance
Federal Highway Administration (FHWA) Labor Compliance, Various Cities, California:
Responsible for providing supervisory federal and state labor compliance services for FHWA funded projects in the following cities:
Baldwin Park
Calabasas
Coachella
Commerce
Hawaiian Gardens
Huntington Park
La Cañada Flintridge
La Mirada
La Puente
Lakewood
Maywood
Monterey Park
Paramount
Pico Rivera
Placentia
Pomona
Rancho Palos Verdes
Rolling Hills Estates
Rosemead
South Gate
South Pasadena
Thousand Oaks
Westlake Village
Community Development Block Grant (CDBG) Labor Compliance, Various Cities, California:
Responsible for providing supervisory federal and state labor compliance services for CDBG funded projects administered by the U.S. Department of Housing and Urban Development (HUD) and the Los Angeles County Community Development Commission (LACDC) in the following cities:
Bell Gardens
Burbank
Calimesa
Commerce
Hawaiian Gardens
La Mirada
Lawndale
Maywood
Moreno Valley
Paramount
Pico Rivera
Rosemead
San Marino
South El Monte
South Gate
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Section 4
Proposal Costs
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Section 4: Proposal Costs Due to our current CDBG, ESG and HOME grant administration assignment with the City, we created an alternate budget spreadsheet identifying the information contained within Exhibit B: Pricing, but in a more user-friendly format. Based upon the scope of work proposed herein, Willdan proposes to bill at hourly rates with a not-to-exceed fee of $357,490 for the ConPlan year FY 2022-23, and a not-to-exceed annual fee of $339,000 thereafter to provide CDBG, ESG and HOME grant administration services. This annual fee applies to the period July 1 through June 30 each year of the contract term. Our fee may be adjusted annually to the lesser of the Riverside County CPI May-May or 4%.
Consolidated
Plan / AAP
2023-2027 CDBG ESG HOME
Consolidated
Plan / AAP
2023-2027 CDBG ESG HOME
S. Hernandez Project
Manager
Staff Supervision/Status Reports to City / Meet with Grant Staff, Subrecipients, HUD / QC Review Grant Agreements / Annual Action Plan / CAPER / Onsite Monitoring / Subrecipient Technical Assistance 600 12 36 40 688 $ 4,800 $ 72,000 $ 1,440 $ 4,320 $ 82,560 R. Galit, R. Acevedo & R. Lane
Senior Grant Analyst
Application Reviews / Subrecipient Agreements / Annual Action Plan / Invoice Reviews / IDIS Program Activity Setup, Maintenance & Close Out / CAPER / Desk & Onsite Monitoring 2,040 120 240 80 2,480 $ 8,000 $204,000 $12,000 $24,000 $248,000 J. Dawson
Grant
Analyst HOME Invoice Review Support - - 96 - 96 $ - $ - $ - $ 8,160 $ 8,160 B. Quaid Technical Advisor CDBG, ESG & HOME Technical Assistance / Monitoring / Annual Action Plan & CAPER Support 48 - 12 40 100 $ 5,400 $ 6,480 $ - $ 1,620 $ 13,500 J. Maria
Technical Advisor HOME Technical Assistance - - 24 - 24 $ - $ - $ - $ 3,240 $ 3,240 J. Freij Labor Specialist Labor Compliance Reviews 2 - - 12 14 $ - $ 290 $ - $ 1,740 $ 2,030 Total Hours & Costs 160 2,690 132 420 3,402 $ 18,200 $ 282,770 $ 13,440 $ 43,080 $357,490 $ 283,000 18,000 $ 13,000 $ $ 43,000 $357,000
$ 13,000 283,000 $ $ 43,000 $339,000
2022-23 Fee Proposal
2023-24 Fee Proposal
Willdan Financial Services Grant Administration Costs
Administration Fee
Total
Effort
Team
Member Position
Administration Hours by Task
Primary Grant Task
Total
Hours
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Section 5
Response Template
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Section 5: Response Template
I. Company Information: Name, Contacts, History, Scope of Services A. Your company’s full legal name, address, phone, fax, email, website.
Willdan Financial Services
27368 Via Industria, Suite 200, Temecula, CA 92590; www.willdan.com Tel #: (951) 587-3500; Fax #: (951) 587-3510; Email: [email protected] B. Prior company names (if any) and years in business; mergers, buyouts, etc.
Willdan Financial Services has been in business for over 33 years. Prior to April 2008, the firm was known as MuniFinancial. There have been no recent mergers, buyouts, etc.
C. Organizational structure (i.e., corp., LLC, sole proprietorship, etc.).
Corporation
D. Names and titles of the principal owner(s).
Mark J. Risco, President & CEO
Robert C. Fisher, Vice President – Group
Manager
Gladys Medina, Vice President – Group
Manager
Kate Nguyen, Secretary
Rebekah L. Smith, Assistant Secretary
E. Person(s) authorized to make commitments for your company.
Principal Consultant Bob Quaid; Tel #: (951) 587-3527; [email protected] F. Company history, experience, years in business for current company name.
Established on June 24, 1988, Willdan Financial Services, is a national firm and is one of the largest public sector economic and financial analysis consulting firms in the United States. Since that time, we have helped over 800 public agencies successfully address a broad range of infrastructure challenges. Our staff of over 70 full-time employees support our clients by conducting year-round workshops and on-site training to assist them in keeping current with the latest developments in our areas of expertise.
Willdan’s success is based on a corporate philosophy of personal service, and we provide continuous support throughout the year. We can always be reached should any questions or issues arise. Our Willdan Financial Services has operated under the present business name for over 13 years, beginning on April 2, 2008. The prior firm name was MuniFinancial.
G. Annual company revenues for the last three fiscal years.
Willdan Financial Services gross revenue for the last three fiscal years follows: 2021 - $14,356,624.50; 2020 - $13,453,203.26; and 2019 - $13,187,842.65.
H. Tax ID number.
33-0302345
I. The complete scope of services offered by your company.
Willdan Group, Inc. is a provider of professional, technical and consulting services to utilities, private industry, and public agencies at all levels of government. The scope of services offered by our firm include:
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Environmental planning
Staff augmentation
Housing development and
implementation strategies
Financial consulting
Grant administration and monitoring
Water and wastewater engineering
User fee studies and cost allocation plans
Municipal advisory services
Construction management and
inspection
Urban and regional planning
Landscape architecture
Civil plan review
Labor compliance
J. The number of clients (including governmental) served in past and present.
Willdan has served approximately 1,345 public agencies/clients over the past 50-plus years. Willdan Financial Services is currently serving approximately 822 clients.
K. Special qualifications, training, credentials, recognition, or awards.
Specific to Willdan Financial Services, the firm employs a Certified Economic Developer designated by the International Economic Development Council (IEDC), a Certified Valuation Analyst designated by the National Association of Certified Valuators and Analysts, two Certified Public Accountants (CPAs), and six Municipal Advisor Representatives designated by the Municipal Securities Rulemaking Board.
L. Contracts terminated for cause, pending litigation or legal issues.
Willdan Financial Services was terminated from a contract by the City of Union City in July 2013. The City alleged that Willdan provided incorrect data to the county assessor’s office resulting in a reduction in refuse fees collected by the City. The City filed a lawsuit, which was dropped later that same year and the matter was resolved.
II. Resources: Staffing, Facilities, Equipment
A. Names and titles of key management personnel.
Senior Project Manager Susana Hernandez, serving as overall Project Manager Principal Consultant Bob Quaid, serving as Technical Advisor for CDBG & ESG Grants B. Team to be assigned for these services.
Listed below are the additional team members proposed to fulfill the requirements of the City of Moreno Valley’s CDBG, ESG and HOME grant administration services. Also included is each team member’s proposed role for this engagement.
Rina Galit, CDBG & ESG Grant Anayst
Rebecca Acevedo, HOME Grant Analyst
Richelle Lane, CDBG, ESG & HOME Grant Support for
Jeannette Dawson, HOME Grant Support
Jennifer Maria, HOME Grant Technical Advisor
Jane Freij, Labor Compliance Manager, CDBG/HOME
C. Qualifications of specific individuals who will work on the project.
A brief synopsis of each team member’s qualifications is provided below. A resume for each individual has been provided within Section 3, Professional Team Assignments, of this submittal.
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Susana Hernandez – Willdan Senior Project Manager possessing 16 years of related experience. Holds a Master of Arts in Political Science from American Public University, as well as a Bachelor of Science in Mathematics / Applied Science, with an emphasis in Management and Accounting, from the University of California, Los Angeles.
Bob Quaid – Willdan Principal Consultant possessing more than 20 years of related experience. Holds a Bachelor of Science degree from the University of Southern California. Former Certified Public Accountant.
Rina Galit – Willdan Senior Analyst that has been employed by the company for approximately two and a half years. Holds a Bachelor of Science in Business Administration and Marketing from San Diego State University.
Rebecca Acevedo − Willdan Senior Analyst possessing 10 years of experience. Holds a Bachelor of Arts in Business Administration from The City University of New York, Hunter College.
Richelle Lane − Willdan Senior Analyst possessing nine years of experience. Holds a Bachelor of Science in Business Administration with emphasis in accounting, from California Baptist University.
Jeannette Dawson – Willdan Project Accountant possessing 20 years of related experience. Attended Ashford University & National University to obtain an Associates of Science in Business.
Jennifer Maria − Willdan Analyst possessing 15 years of experience. Holds a Bachelor of Science in Business Administration from Mount Saint Mary’s University, Los Angeles, California.
Jane Freij – Willdan Labor Compliance Manger possessing 20 years of experience. Holds a Bachelor of Arts in Linguistics from the University of Kansas.
D. Amount of time and involvement of key personnel who will be involved in respective portions of the project.
Consolidated
Plan / AAP
2023-2027 CDBG ESG HOME
S. Hernandez Project
Manager
Staff Supervision/Status Reports to City /
Meet with Grant Staff, Subrecipients, HUD
/ QC Review Grant Agreements / Annual
Action Plan / CAPER / Onsite Monitoring /
Subrecipient Technical Assistance 600 12 36 40 688
R. Galit,
R. Acevedo
&
R. Lane
Senior
Grant
Analyst
Application Reviews / Subrecipient
Agreements / Annual Action Plan / Invoice
Reviews / IDIS Program Activity Setup,
Maintenance & Close Out / CAPER / Desk
& Onsite Monitoring 2,040 120 240 80 2,480
J. Dawson
Grant
Analyst HOME Invoice Review Support - - 96 - 96
B. Quaid Technical
Advisor
CDBG, ESG & HOME Technical Assistance /
Monitoring / Annual Action Plan & CAPER
Support 48 - 12 40 100
J. Maria
Technical
Advisor HOME Technical Assistance - - 24 - 24
J. Freij Labor
Specialist Labor Compliance Reviews
2 - - 12 14
Total Hours & Costs 160 2,690 132 420 3,402
Team
Member Position
Administration Hours by Task
Primary Grant Task
Total
Hours
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E. Resumes of all team members; provide only names and titles only; attach current resumes to proposal.
A resume for each individual has been provided within Section 3 of this submittal.
F. Current number of employees: full-time and part-time employees.
Willdan Financial Services employs 77 people total, 64 of which are full-time and 13 are part-time.
G. Annual turnover rate of staff.
Willdan Financial Services’ turnover for professional staff in 2021 was 18 percent. We do not anticipate staffing changes during the project. However, should the situation arise, any change in team members will be discussed and approved in concert with the City in advance.
H. Names of any subcontractor’s you propose to use for our contract.
Willdan will require a subcontractor to complete the services proposed herein.
I. Provide only names here; fill in the details on City-provided Subcontractors List.
Not Applicable
J. Facilities that would be utilized to perform the required work.
The Willdan Team will typically work remotely from our Temecula office or from each staff member’s home office utilizing VPN security networking with the City. At the City’s request, select Willdan staff will work at City Hall on agreed upon days and attend meetings in-person.
K. Equipment that would be utilized to perform the required work.
Willdan will supply each team member with the necessary equipment to work remotely. Any team members working onsite at the City will require a dedicated workspace (i.e., work cubicle or conference room access) and a City computer with access to your network.
III. Required Services: Meeting or Bettering these Requirements Provide the following information relative to required services:
A. Ability to perform specific tasks as outlined in the RFP.
Willdan has assembled a project team of eight subject matter experts that support local government agencies across the United States to leverage use of our local resources, as well as our extensive knowledge and experience. We are confident that our team possesses the depth of experience to successfully fulfill the City’s desired work performance .
B. Reasonableness of your fee to do the work.
Willdan has taken various factors into consideration to determine the fee proposed herein. These factors include: the estimated amount of time for each team member to perform the assigned project task(s), prior experience and anticipated effort, and grant funding that the City anticipates to be received and later administered. Willdan has formulated procedures to facilitate the efficiency and effectiveness of our grant administration services, as well as database tracking mechanisms to support the resolution of inquiries, helping reduce the burden on City staff. Willdan is committed to continuously analyzing our processes for improvement in every facet of the annual grant administration work and is open to customizing our scope of services to fit the City’s needs as circumstances change.
C. Current resources to meet or better all task and timeline requirements herein.
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Willdan’s proposed project team consists of eight individuals with dedicated capacity and specialized skills to serve the City’s grant administration needs. Each team member is tasked with specific grant administration work suited to their skill strength. Furthermore, Willdan has additional staff resources (20 analysts and 7 project managers) within our District Administration Services group, possessing proven analytical skills that we can depend upon to expand resources as needed due to unforeseen events, which will not impact the existing level of service provided to the City.
With a professional core team of members that maintain constant communication to brainstorm and evaluate policies, procedures, and administration with the aim to best serve the City’s needs, we are confident that Willdan’s resources are sufficient and adequate to meet and better each task and timeline requirement.
D. Additional resources that might be needed to meet or better all task and timeline requirements of this request .
None at this time.
E. How quickly could you provide additional, extra trained staff if requested by City for additional work beyond the original scope of services?
Willdan maintains extensive resources, as well as continuous internal training, and with the recent addition of qualified analysts, we are better able to delegate and manage workload. When necessary, additional qualified and experienced analysts can be added to the project, with prior approval from the City.
Willdan’s District Administration Services group is composed of a team of senior-level professional consultants with experience and expertise specific to grant administration. While each member of the proposed project team currently has work in progress with other clients, the workload is at a manageable level with sufficient capacity to meet the needs of the City with regard to the fulfillment of services anticipated for this engagement.
F. How quickly can you begin providing services if awarded the contract? Willdan is uniquely positioned to begin serving the City immediately. Our MoVal grant team is already in place working with the City on the fiscal year 2021-22 and 2022-23 entitlement grants, 2019 CARES Act grants and 2020 ERAP grants. Willdan team members have established relationships with City staff, as well as with current grant subrecipients. Furthermore, they are intimately familiar with the City’s policies, procedures and preferences with regard to its CDBG, ESG and HOME grant programs, including the Courtyard at Cottonwood apartment project.
G. Details of any improvement or upgrades your firm has designed or implemented.
Willdan is continuously striving to implement improvements and upgrades to our grant administration services. We maintain databases tracking the progress of subrecipient goals and accomplishments to foresee potential concerns and mitigate them. As the programs progresses, adjustments are made to our approach in order to achieve better results and assist subrecipients in maintaining compliance standards and implementing program changes to help correct findings and concerns.
One example of an administrative improvement we implemented, in collaboration with City staff, is the invoice review policies and procedures, whereby we notify subrecipients of backup required in time intervals up to a 30-day cutoff in order to process the invoice with the backup received in a timely manner.
Any aspects of the invoice that are not properly documented with the required backup documentation are deemed non-allowed expenses and the subrecipient is notified. This process is intended to reduce the backlog of invoices awaiting processing due to lack of full documentation. The subrecipient still has the A.12.b
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ability to submit another invoice for reimbursement in the future with the amounts that were deemed not allowed once the required documentation is provided.
Cognizant about the time spent on the grant administration program, in an effort to improve efficiencies and reduce the time burden on City staff, Willdan has also recently implemented improvements in the communication of project updates. We started with two meetings a week with City staff, which were necessary to help build a better understanding amongst all team members of everyone’s role and contribution to the administration of the grant program and its effect on the progress of everyone else’s work. However, once the team became better versed in the inter-administration, we have endeavored to streamline the communication to one team meeting a week to help avoid redundancies while still maintaining the best possible service to the City. Willdan is committed to continuously striving to implement and revise policies and procedures that are flexible to changes in needs and circumstances.
IV. Demonstrated and Technical Experience
Please describe your company’s:
A. Demonstrated record of success on work previously performed.
Since 2017, Willdan has successfully provided grant administration services to the City of Moreno Valley comprised of $16.5 million in grant dollars, including $8.3 million for CDBG, $0.7 million for ESG, and $2.8 million for HOME, as well as $4.7 million for the CARES Act CDBG-CV and ESG-CV grant programs. We have maintained adequate tracking and monitoring databases to ensure efficiencies and compliance for 86 subrecipients. Working closely with City staff, the subrecipients, and HUD representatives, our goal is to serve as subject matter experts to protect the City through sound advice backed by legitimate information.
When the country was hit by the COVID pandemic and additional grants were allocated to the City through the CARES Act grant program, Willdan adjusted accordingly to meet these changing needs and successfully administered $4.7 million in CARES Act funds for over 20 recipients. The COVID environment put constraints on homeless/homelessness prevention programs and their ability to meet goals due to the eviction moratorium in place. Willdan worked with HUD, the City and the subrecipients to respond accordingly and appropriately in accordance with these changing guidelines.
Willdan is no stranger to the ever-changing world of legislation updates and interpretation. When our new HUD representative advised that notices be published in Spanish, we were ready to serve the City in this aspect to implement the advice immediately. Furthermore, we continuously participate in ongoing training and education to stay abreast of the issues that affect the administration of grants and to make the proper adjustments to our program. In 2021, we underwent extensive Section 3 rule change education and training in order to be able to assist the City. With that training, we gained additional knowledge and insight to the changes in Section 3 and how they affect projects. To put the new rule knowledge into play, we provided a training session to City staff and updated your bidding documents to comply with the new Section 3 final rule. Willdan is ready to assist the City in the monitoring of Section 3 compliance for affected projects.
B. Specific method and techniques to be employed on the project or problem.
Willdan will continue to implement the methods and techniques in place for consistency, efficiency, and ease of transition to the administration of the coming grant years. Our techniques include detailed timeline updates, policies and procedures for invoice reviews, desk and onsite monitorings, peer reviews, goaltracking, communication standards, and the periodic evaluation of the effectiveness of our current practices in order to continue to improve.
V. Work Plan:
Willdan’s work plan for the City’s grant administration beginning July 1, 2022, is broken into the following A.12.b
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three components with two separate teams working in tandem with cross over support.
1. 2021-22 Program Year close out activity through the filing of the 2021 CAPER with HUD in September 2022. This component will be managed by Mr. Bob Quaid. Ms. Rina Galit will be the lead analyst for CDGB, ESG and HOME supported by Analyst Rebecca Acevedo.
2. 2023-2027 Five-year Consolidated Plan preparation of draft through filing with HUD in May 2023 will be managed by Ms. Susana Hernandez with technical support from Mr. Quaid for CDBG and ESG and Ms. Jennifer Maria for HOME. Ms. Galit and Ms. Acevedo will provide analytical support.
3. 2022-23 Program Year start up activity culminating with the execution of the 2022-23 subrecipient agreements and filing of the 2022 CAPER in September 2023. This component will be managed by Ms.
Hernandez with technical support from Mr. Quaid for CDBG and ESG and from Ms. Maria for HOME.
Ms. Galit will serve as the lead analyst for CDBG and ESG grants and Ms. Acevedo will be the lead analyst for HOME grants.
A detailed scope of services and project timeline follows.
Scope of Services
Willdan understands that the City seeks grant program administration support for the CDBG, ESG and HOME grants awarded annually by HUD. Prompt program planning, implementation and administration is essential to the successful performance of the HUD Grants activities and reporting of accomplishments to HUD with the filing of the Consolidated Annual Performance and Evaluation Report (CAPER). Willdan proposes the following tasks to fully administer the HUD Grants.
A. 2023-27 Five Year Consolidated Plan (ConPlan)
1. Meet with members of the City staff and as needed community partners including but not limited to various Riverside County agencies (such as Continuum of Care (COC), Housing Authority, etc.) and major subrecipients to determine City CDBG, ESG and HOME priority activities, available grant funding and goals for the five program years beginning July 1, 2023.
2. Work with City staff in preparing the timeline, budget, and draft reports of the 2023-27 ConPlan with culmination of the public hearing in Spring 2023.
B. Annual HUD Grant Program Administration
1. Citizen Participation Plan
Assist with drafting and reviewing of documents leading up to the public hearing adopting the Annual Action Plan, including public notice translations to Spanish and annual updates to the City’s Citizen’s Participation Plan and Objectives & Policies.
2. Grant Application Period
Assist with drafting and review of annual updates to CDBG, ESG and HOME applications. Conduct application review workshop for potential applicants. Respond to applicant questions during the application period.
3. Program Selection Process
Review grant applications for completeness, eligibility and compliance with HUD requirements and City objectives for CDBG, ESG and HOME programs.
Score and rank applications and provide funding recommendation booklet for City review.
4. Annual Action Plans for Program Years (PY) 2023-2027 A.12.b
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Draft Annual Action Plan (AAP) for each program year based on results of approved funding recommendations. The 2023-27 ConPlan will service this purpose of PY 2023. At City’s request, attend public meetings and public hearings leading to the final adoption of the AAP for the program year.
Submit adopted Annual Action Plan with HUD by mid-May and resolve any review comments leading to approval of AAP by HUD.
5. Environmental Reviews (HEROS)
Coordinate the completion of required environmental reviews for select grant programs and filing with HEROS.
6. Subrecipient Agreements
Conduct subrecipient workshop for all selected program agencies to provide education on the various aspects of the grant including general terms of the City grant agreement, reporting and invoicing, HUD regulations, etc.
Provide Technical Assistance to selected subrecipients as requested. Assist in drafting select subrecipient agreements, including reviewing agreements for completeness, and consulting with City and subrecipients to strengthen the effectiveness of program and compliance with HUD regulations.
7. Integrated Disbursement and Information System (IDIS) Project Set Up Following the completion of environmental reviews, execution of annual CDBG, ESG and HOME funding agreements and subrecipient agreements by the City, set up annual grant programs in IDIS through the HUD portal.
8. Subrecipient Invoice Processing and Reporting
Review subrecipient invoices for completeness and accuracy. Notify subrecipient within 10 days of any issues to be resolved. Provide technical assistance as needed. Submit invoices with approved reimbursement amount to City for payment within 30 days of receipt of all available documentation.
Provide reminder notices to subrecipients by the 10th of each month of invoicing or statistical reporting deadlines.
Track goals and accomplishments and report to City on monthly basis.
9. IDIS Project Close Out
Upon completion of each subrecipient program, coordinate with City final program payment amounts and goals reported.
Input all program year reported accomplishments in IDIS and close out program.
10. Labor Reports / Minority Business Reports
Coordinate the reporting, review and filing of labor reports and minority business reports by subrecipients conducting applicable programs.
11. Consolidated Annual Performance and Evaluation Report (CAPER) Following the close out of each program year, summarize funding and accomplishments for each grant type.
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Coordinate with Riverside County on receipt of HMIS reports for ESG programs. Draft CAPER for 15-day public comment period and assist with public notice translation to Spanish.
Following 15-day public comment period, edit CAPER as needed and file with HUD by due date in September. Assist City in responding to any review comments by HUD.
12. On-site Monitoring
Coordinate with City on selection of subrecipient programs for onsite monitoring and notifications to select subrecipients.
Prepare applicable HUD and City monitoring checklists, conduct onsite monitoring as scheduled and prepare monitoring report for City to deliver to subrecipient. Follow up with subrecipient on any findings or concerns and provide technical assistances as need.
City Responsibilities
To assist Willdan, the City will provide the following information and/or services:
Primary contact at City for all grant related deliverables and correspondence. Access to all relevant CDBG, ESG and HOME related files on the City network.
Please note Willdan will rely on the validity and accuracy of the City of Moreno Valley data and documentation to complete this engagement. Willdan will rely on the data as being accurate without performing an independent verification of accuracy, and that we will not be responsible for any errors that result from inaccurate data provided by the City or a third party.
Project Timeline
A. How you will schedule professional and staff to ensure milestones and deadlines are met ? Project Manager Susana Hernandez will manage the entire project team with an eye toward high responsiveness, while ensuring that all stakeholders are “on board” with the direction of the project, as well as with the final results. Ms. Hernandez will ensure that regular status updates are provided to City staff, conference calls are scheduled, and that in-person meetings are conducted (as necessary). By taking these steps, she will be responsible for ensuring that Willdan will be accessible and fully engaged with your management and staff; and that communication remains, in effect, open throughout the project’s contract Tasks
7/1/22 -
9/30/22
10/1/22 -
12/31/22
1/1/23 -
3/31/23
4/1/23 -
6/30/23
7/1/23 -
9/30/23
Five-year Consolidated Plan (2023 - 2027) X X X X
Citizen Participation Plan X X
Grant Application Period X
Program Selection Process X
Annual Action Plans 2024 - 2027 X X
Subrecipient Agreements X X X
Environmental Reviews (HEROS) X
IDIS Project Set Up X X X X
Subrecipient Invoice Processing X X X X X
IDIS Project Close Out X X
Labor Reports X
Section 3 / Minority Business Reports X X X X X
CAPER X X
On-Site Monitoring (Closed Programs) X X X
City of Moreno Valley
2022-2023 CDBG/HOME/ESG Grant Administration Timeline
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term — another essential step toward avoiding errors and irregularities.
Ms. Hernandez will be supported with management and technical assistance by Mr. Quaid who has served as project manager for the Willdan’s MoVal grant team since 2018 and currently manages the City’s 2021- 22 CDBG and ESG entitlement grants, 2019 CARES Act grants and 2021 ERAP grants.
Willdan recognizes that the use of “timelines” is highly effective in meeting required deadlines. To keep the project on schedule, there are several tasks that must be completed in a timely manner. Therefore, we will present a project timeline at the annual kick-off meeting that should be closely followed.
Although the establishment of an experienced project team and a detailed project timeline work extremely well in general, Willdan understands that outside influences can create uncontainable situations for everyone involved in the project. In rare circumstances like these, our team quickly adapts to changes, and communicates our recommended schedule adjustments to the City. In so doing, we are able to produce a corrected timeline that will bring the project back on course to a successful completion by a mutually agreed upon deadline.
B. Provide required response time to the urgent service requests.
Willdan’s MoVal grant administration team is uniquely qualified to respond to urgent service requests.
With a team of eight qualified persons and a high level of dedication, many with similar grant experience, Willdan is capable of responding quickly to the urgent needs of the City as they arise. This was evident during the COVID pandemic when the City was award three new grants in 2020 and 2021, the CARES Act grants and U.S. Treasury Department Emergency Rental Assistance grants, each with their own special regulations that Willdan trained for and administered quickly.
C. How you will make up for work-hours lost (and resulting backlog that may occur) due to various unforeseen situations that may prohibit work on a specific day.
Willdan’s core MoVal Grant team comprises six members along with additional staffing capacity in our Temecula office for stepping in to support project management and grant analyst assignments as backlog occurs. Willdan has proven to this capability with the City for the last four years of service as the City’s primary grant consulting firm.
D. Provide any other relevant information that you believe would benefit City for the requested services .
Over the past four years, Willdan has developed an institutional knowledge of the City’s grant administration goals, and developed relationships with City staff and its grant subrecipients that is incomparable to any other firm. Everyone on our MoVal grant team hopes to keep this relationship moving forward into the future.
Submitted by:
Company Name Willdan Financial Services
Contact Name Gladys Medina
Title Vice President, Group Director
Signature
Email [email protected]
Phone (951) 587-3500
Date February 16, 2022
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Required Forms and Samples
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Section 6: Required Forms and Samples
1. Special Provisions Form
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2. Client Reference List
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3. Non-Collusion Affidavit
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Section 7
Work Samples
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Section 7: Work Samples
In response to the request for work samples, Willdan presents the items listed below for your review and consideration. These files were saved into a single PDF and uploaded under the “General Attachment” tab within the PlanetBids eBid field.
City of Moreno Valley CDBG/HOME/ESG Master Calendar for Program Year 2022-2023 CDBG, HOME and EST Initial Application Review for FY 2022/2023 Subrecipient Monitoring Report Prepared for Friends of Moreno Valley Senio Center, “Mo-Van” Senior Transportation Program
Fiscal Year 2021/22 Annual Action Plan
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Packet Pg. 391 Attachment: Willdan Financial - Proposal (5844 : AUTHORIZATION TO AWARD PROFESSIONAL CONSULTANT SERVICES AGREEMENTS FOR 27368 Via Industria, Suite 200
Temecula, CA 92590
951.587.3500 | 800.755.6864 | fax: 951.587.3510
www.willdan.com
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ID#5828 Page 1
TO: Mayor and City Council
FROM: Brian Mohan, Assistant City Manager
AGENDA DATE: June 21, 2022
TITLE: APPROVE SECOND AMENDMENT TO WILLDAN
FINANCIAL SERVICES FOR CARES ACT GRANT
ADMINISTRATION SERVICES TO EXTEND THE TIME OF
PERFORMANCE AND FUNDING RELATED TO
INCREASED COMPLIANCE FOR REQUIRED
OVERSIGHT OF ADDITIONAL FEDERAL AWARDS
RECEIVED
RECOMMENDED ACTION
Recommendations: That the City Council:
1. Approve the Second Amendment to Agreement No. 2022-174 to the Willdan Financial Services CARES Act Grant Administration Services Agreement to extend the time of performance through June 30, 2024 and provide additional compensation.
2. Authorize an increase of $150,000.00 to the current Agreement (No. 2022-174) from CDBG-CV (COVID) and ESG-CV (COVID) Admin Funds, upon final execution of the Second Amendment.
SUMMARY
The City of Moreno Valley entered into an agreement on July 15, 2020, with Willdan Financial Services (WFS) to provide CARES Act Grant Administration Services in response to the first round of funding ($1,197,491 CDBG-CV and $630,838 ESG-CV) received from the U.S. Department of Housing and Urban Development (HUD) under the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). Since the time of the original agreement with WFS, HUD has issued two additional rounds of funding ($1,743,153 ESG CV2 and $1,095,860 CDBG-CV3) which require additional administration and oversight efforts.
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In response to the additional funding received and additional administrative efforts that will be required, the City is proposing approval of the Second Amendment to Agreement for CARES Act Grant Administration Services with WFS to extend the time of performance by an additional twenty-four (24) months and increase the current compensation amount by $150,000.00. The amended period of performance for this agreement will be through June 30, 2024, and the total amount of compensation including the original contract and First Amendment will be for an amount not to exceed $300,000.00. All other terms and conditions of the original agreement shall remain in full force and effect.
DISCUSSION
WFS has been providing CARES Act Grant Administration Services since the initial CARES Act funding recommendation process. Currently, WFS provides administration services for the CDBG-CV and ESG-CV grants including drafting sub-recipient agreements, preparation of environmental review reports, IDIS set up, ongoing review of sub-recipient invoices and technical support, HUD technical assistance and reporting to City staff on grant administration milestones. WFS will also perform final close out of activities in IDIS and fulfill HUD requirements for oversight including monitoring visits to determine compliance with federal regulations.
The original proposal for this agreement, as submitted by WFS, to provide CARES Act Grant Administration Services was based on the first original allocation from HUD, $1,197,491 of CDBG-CV and $630,838 of ESG-CV funding. Since the time of the original proposal and agreement with WFS, HUD issued two additional rounds of funding as part of the CARES Act, including $1,743,153 of ESG CV2 funding and $1,095,860 of CDBG-CV3 funding. Because of the additional funding, period of performance extensions, and updated regulations implemented by HUD further administrative efforts will be necessary.
CARES ACT Funding Summary Amount
CDBG CV - First Round $1,197,491
ESG CV - First Round 630,838
ESG CV2 - Second Round 1,743,153
CDBG CV3 -Third Round 1,095,860
TOTAL Approved CARES ACT Allocations $4,667,342
Administration Cap & Other Activities Amount
CDBG CV Administration Cap (20% of Grant) $ 458,670
ESG CV Administration Cap (10% of Grant) 237,398
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Subtotal- Administration $ 696,068
Total CDBG CV Awarded for Activities/Programs 1,834,681 Total ESG CV Awarded for Activities/Programs 2,136,593
GRAND TOTAL Approved CARES ACT Allocations $4,667,342
The proposed Second Amendment to the WFS CARES Act Grant Administration Services Agreement will extend the period of performance by an additional twenty-four (24) months and increase the total awarded amount by an additional $150,000.00 in compensation for the added duties that come with the additional rounds of funding from HUD. This fee and expanded time of performance reflects the tasks and hours necessary to complete CDBG-CV and ESG-CV administration services through June 30, 2024. The City will be invoiced monthly, based on the number of service hours provided. The cost of the Second Amendment to the Agreement will be funded using grant administration funds available.
ALTERNATIVES
Alternative 1. Approve the Second Amendment to extend the time of performance by 24 months and award an additional $150,000.00 to WFS as part of their CARES ACT Grant Administration Services Agreement. Staff recommends this action because it would allow the City to effectively manage the grants and meet the commitment goals established for the CDBG-CV and ESG-CV Programs.
Alternative 2: Decline the amendment to the Agreement with WFS for CARES Act Grant Administration Services. Staff DOES NOT recommend this action because it will not allow the City to effectively manage all the required administrative tasks for the CDBG-CV and ESG-CV Programs.
FISCAL IMPACT
This additional funding allocation for the Second Amendment to the WFS CARES Act Grant Administration Services Agreement will not affect any projects, as previously approved by the City Council. Funding will come from CDBG-CV (COVID), and ESG-CV (COVID) Grant Administration funds available. This amendment would have no impact on the General Fund.
NOTIFICATION
Posting of the agenda.
PREPARATION OF STAFF REPORT
Prepared By: Department Head Approval:
Dena Heald Brian Mohan
Deputy Finance Director Assistant City Manager/
Chief Financial Officer
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CITY COUNCIL GOALS
None
CITY COUNCIL STRATEGIC PRIORITIES
1. Economic Development
2. Public Safety
3. Library
4. Infrastructure
5. Beautification, Community Engagement, and Quality of Life
6. Youth Programs
ATTACHMENTS
To view large attachments, please click your “bookmarks” on the left hand side of this document for the necessary attachment.
1. Second Amendment to Moreno Valley Grant Admin-CARES Agreement-Proposal Letter
APPROVALS
Budget Officer Approval ✓ Approved . 6/07/22 8:57 PM
City Attorney Approval ✓ Approved .
City Manager Approval ✓ Approved . 6/08/22 9:41 AM
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CARES Act Funds - Grant Administration
City of Moreno Valley, CA i
May 23, 2022
Ms. Dena Heald
Deputy Finance Director
City of Moreno Valley
14177 Fredrick Street
Moreno Valley, California 92553
Re: Second Amendment to City of Moreno Valley Agreement For CARES Act Grant Administration Services Contract No. 2020-174-Revised
Dear Ms. Heald:
On July 15, 2020, Willdan Financial Services (“Willdan”) enter into service agreement City Contract No. 2020-174 (“Agreement”) to provide CARES Act Grant Administration Services to the City of Moreno Valley (“City”).
Subsequently, the City received two additional rounds of CARES act funding requiring the First Amendment to the Agreement in March 2021 extending the term and compensation. Since that time, the City has filed two additional CARES substantial amendments with HUD and HUD has extended the ESG-CV expenditure deadline for twelve months to September 30, 2023 due to variance economic impacts. Willdan is expected to be engaged with the City’s CARES Act grants for a longer than expected time to close out the City’s current CARES Act program activities expiring June 30, 2022 and that appear likely be extended into 2024.
The First Amendment to the Agreement extended the term to June 30, 2022 and increased Willdan’s compensation to $150,000. Based on the above conditions, we are requesting the following additional amendment to the Agreement as allowable per Section V: Amendment; Modification:
Section 2. D.: Extend the term of the Agreement an additional twenty four (24) months to “from July 1, 2020 and conclude June 30, 2024”.
Exhibit C: Terms of Payment: Increase Consultant’s Compensation by an additional $150,000 to “shall not exceed $300,000”.
We look forward to extending our relationship with the City to include the requested additional CARES grant administration services. Should you have any questions, or need additional information, please contact me at (951) 587-3527, or via email at [email protected].
Thank you again for your consideration.
Sincerely,
WILLDAN FINANCIAL SERVICES
Robert D. Quaid Gladys Medina
Principal Consultant Vice President – Group Manager
Copy: Nicole Storman
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ID#5868 Page 1
TO: Mayor and City Council
FROM: Jesse Park, Fire Chief
AGENDA DATE: June 21, 2022
TITLE: A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MORENO VALLEY, CALIFORNIA, CONFIRMING
STATEMENTS OF COSTS AGAINST REAL PROPERTY
LOCATED IN THE CITY OF MORENO VALLEY, FOR
ABATEMENTS OF PUBLIC NUISANCES AND DIRECTION
THAT SAID STATEMENTS OF COSTS CONSTITUTE A
LIEN UPON SAID PROPERTIES
RECOMMENDED ACTION
Recommendations:
1. Adopt Resolution No. 2022-XX Resolution of the City Council of the City of Moreno Valley, California, Confirming Statements of Costs against Real Property located in the City of Moreno Valley, for Abatements of Public Nuisances and Direction that Said Statement of Costs Constitute a Lien upon Said Properties.
2. Approve placing the submitted Property Assessment List of delinquent nuisance abatement accounts on the FY 22/23 Riverside County property tax roll for collection.
3. Direct the City Clerk to file a certified copy of Resolution No. 2022-XX and the Property Assessment List with the Riverside County Tax Assessor’s office as required by Section 6.04.120 of the City of Moreno Valley Municipal Code.
SUMMARY
In 2021, the Fire Prevention Division performed public nuisance abatements to remove hazardous and other nuisance conditions from vacant parcels in the City. After having been served with a “Notice to Abate” and given a reasonable time for compliance, some property owners failed to voluntarily abate the conditions.
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This report recommends that the City Council adopt the proposed Resolution of the City Council of the City of Moreno Valley, confirming assessments on certain real properties, and approve placing the submitted Property Assessment List (PAL) of delinquent nuisance abatement accounts on the FY 22/23 Riverside County property tax roll for collection.
DISCUSSION
In March of each year, the Fire Prevention Division sends each vacant parcel owner as identified by the last equalized assessment roll, a Notice to Abate. This letter states that all weeds, dry vegetation, rubble, junk, trash, debris, objects, discarded auto bodies, parts and other waste matter upon the premises is a public nuisance and must be abated per Moreno Valley Municipal Code 6.04 by April 11, 2021.
All vacant parcels in Moreno Valley were inspected on or after April 11, 2021, to determine if the property owner voluntarily complied with the Notice to Abate that was mailed in March. Shortly after inspection, non-compliant property owners receive a Notice of Violation and are afforded up to 10 days to comply with the necessary abatement. After the second reinspection, should the vacant parcel still require the removal of weeds, dry vegetation, rubble, junk, trash, debris, objects, discarded auto bodies, parts and other waste matter, a Final Notice of Violation is mailed to the property owner allowing another 7 days to become compliant before the Fire Prevention Division proceeds with the abatement process on their behalf.
Once the period of time has passed as identified in the Final Notice, per Municipal Code
6.04, the property is scheduled for abatement by a City contractor. This section of the municipal code also allows for recovery of all costs associated with said abatements.
The PAL for general nuisance and weed abatements is hereby submitted for review and consideration by the City Council. A statement of costs was mailed to the legal owner of record for each property requiring abatement action. The source of property owner information was obtained through the Riverside County Tax Assessor as of March 1, 2022. A summary of each abatement is included in the statement of costs, along with the owner’s name(s), property description, and the cost for the abatement action. A copy of the statement of costs shall remain on file in the Fire Prevention Division.
The PAL included with this report as Exhibit A is a current listing of unpaid abatement costs incurred during 2021. Costs for contract abatement work approved by the attached City Council Resolution will result in a special assessment levied on the FY 22/23 tax bill if not paid directly to the City by July 1, 2022. The Notices of Special Assessment will be recorded at the Riverside County Recorder’s Office following approval by the City Council.
ALTERNATIVES
1. Approve and authorize the recommended actions as presented in this staff report. Staff recommends this alternative as it will facilitate cost recovery for A.14
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those costs incurred by the City for the abatement of public nuisance and hazard reduction work performed as outlined in the attached Property Assessment List.
2. Do not approve and authorize the recommended actions as presented in this staff report. Staff does not recommend this alternative as it will result in the cost for contract abatement work to be absorbed by the General Fund for all costs that remain unpaid by the property owners.
FISCAL IMPACT
Adoption of the resolution would facilitate cost recovery of $89,159.25 for those costs incurred by the City for public nuisance and hazard reduction work performed as outlined in the Property Assessment List included as Exhibit A to the attached resolution.
As detailed in the attached Property Assessment List exhibit, the costs incurred by the City for contractual abatements are outlined. An additional fixed $16.00 Special Districts Administration charge will be added for each property assessment at the time the assessment is placed on the County of Riverside Tax Roll for FY 22/23.
The Property Assessment List, as approved by City Council, is subject to amendment as necessary to reflect any payments subsequently received from property owners.
Costs not paid in full by July 1, 2022, will be processed as special assessments and cost recovery will occur through the payment of property taxes. The Statements of Costs and Notices of Special Assessment for each property shall remain on file in the Fire Prevention Division. If payment, or partial payment, is received from property owners, that portion of the Exhibit(s) will be revised as appropriate.
NOTIFICATION
Moreno Valley Municipal Code Section 6.04.080 – Notification of Nuisance provides that written notice of nuisance conditions may be given to property owners in the following manner:
By regular mail addressed to the owner on record or person in charge and control of the property; date of inspection; at the address shown on the last available equalized assessment roll of the County of Riverside; or as otherwise known, by posting a “Notice to Abate” on the property where the nuisance condition(s) exists thereby allowing reasonable time limit to comply based on the nature of the nuisance; code sections violated; name of the enforcement officer and the notice of the right to appeal.
Notification of hazardous and other nuisance conditions was specifically met by:
1. Posting the property with a “Notice to Abate.”
2. Mailing a “Notice to Abate” to the property owner by regular mail.
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Meeting Notification – Statement of Costs.
The Fire Prevention Division mailed a Statement of Cost to each property owner in March 2022 indicating the amount owed for the nuisance abatement services performed by the City as well as the date of the City Council meeting at which the Statement of Costs for unpaid abatement costs will be considered by the City Council for purposes of placing the applicable liens on the County Tax Rolls. The notices indicated that the meeting would be held on June 21, 2022, at 6 p.m. in the City Council Chambers located at 14177 Frederick Street, Moreno Valley, CA. An official list of the submitted delinquent accounts was submitted to Special Districts and indicates the maximum charges that can be placed on the property tax roll for FY 22/23.
PREPARATION OF STAFF REPORT
Prepared By: Department Head Approval:
Doug Bloom Jesse Park
Fire Marshal Fire Chief
Concurred By:
Kimberly Ganimian
Special Districts Division Manager
Felicia London
Purchasing and Sustainability Division Manager
CITY COUNCIL GOALS
Revenue Diversification and Preservation. Develop a variety of City revenue sources and policies to create a stable revenue base and fiscal policies to support essential City services, regardless of economic climate.
Public Safety. Provide a safe and secure environment for people and property in the community, control the number and severity of fire and hazardous material incidents, and provide protection for citizens who live, work and visit the City of Moreno Valley.
CITY COUNCIL STRATEGIC PRIORITIES
1. Economic Development
2. Public Safety
3. Library
4. Infrastructure
5. Beautification, Community Engagement, and Quality of Life
6. Youth Programs
ATTACHMENTS
A.14
Packet Pg. 401
To view large attachments, please click your “bookmarks” on the left hand side of this document for the necessary attachment.
1. 2021 Hazard Abatement Pal Log. FINAL
2. Resolution 2022-Final
APPROVALS
Budget Officer Approval ✓ Approved . 6/14/22 8:58 AM
City Attorney Approval ✓ Approved .
City Manager Approval ✓ Approved . 6/14/22 8:59 AM
A.14
Packet Pg. 402
Attachment 1
1 Resolution No. 2022 -__
Date Adopted: June 21st, 2022
RESOLUTION NO. 2022 -__
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MORENO VALLEY, CALIFORNIA, CONFIRMING
STATEMENTS OF COSTS AGAINST REAL PROPERTY
LOCATED IN THE CITY OF MORENO VALLEY, FOR
ABATEMENTS OF PUBLIC NUISANCES AND DIRECTION
THAT SAID STATEMENTS OF COSTS CONSTITUTE A
LIEN UPON SAID PROPERTIES
WHEREAS, pursuant to the provisions of the City of Moreno Valley Municipal Code Chapter 6.04, the City of Moreno Valley, State of California, in order to protect and preserve the public health, safety and general welfare, has conducted and completed the abatement of certain public nuisances on real properties located within the City of Moreno Valley, State of California, which were not abated by the property owners upon reasonable notice by the City; and
WHEREAS, all of the procedural steps have been complied with by the City in accordance with the requirements of City of Moreno Valley Municipal Code Chapter 6.04; and
WHEREAS, in compliance with the provisions of the City of Moreno Valley Municipal Code Section 6.04.120, Statements of Costs and notices of this hearing have been served on the property owners and/or other responsible parties; and WHEREAS, having received and considered said Statements of Costs and having conducted the required hearing for protests and objections by those property owners.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MORENO VALLEY, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
1. That the Statements of Costs, Notice of City Council Meeting, and Notices of Special Assessments, copies of which are on file with the Fire Prevention Division, and incorporated herein by this reference, are confirmed.
2. That the Property Assessment List and respective amounts of costs contained therein, attached hereto as Exhibit A and incorporated by this reference, is also confirmed.
3. That the Notices of Special Assessments shall be recorded with the Riverside County Recorder’s Office and copies transmitted to the Assessor and Tax Collector of the County of Riverside and after recordation shall constitute special assessments against the property to which they relate, and shall constitute liens on the property in the amount of the assessment to be added to the tax bill next levied against the property.
4. The Chief Financial Officer is authorized to adjust the special taxes levied on the property tax roll in the event there are parcel changes, clerical errors, new parcels annexed into the District, or other adjustments as may be necessary A.14.a
Packet Pg. 403 Attachment: Resolution 2022-Final (5868 : A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MORENO VALLEY, CALIFORNIA, 2 Resolution No. 2022 -__
Date Adopted: June 21st, 2022
between the date the special assessments were calculated and the date the fixed charges are submitted to the County of Riverside, provided the applied special assessment rate does not exceed the maximum special assessment.
APPROVED AND ADOPTED this 21st day of June, 2022.
___________________________
Mayor of the City of Moreno Valley
ATTEST:
____________________________
City Clerk
APPROVED AS TO FORM:
____________________________
City Attorney
A.14.a
Packet Pg. 404 Attachment: Resolution 2022-Final (5868 : A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MORENO VALLEY, CALIFORNIA, 3 Resolution No. 2022 -__
Date Adopted: June 21st, 2022
RESOLUTION JURAT
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF MORENO VALLEY )
I, , City Clerk of the City of Moreno Valley, California, do hereby certify that Resolution No. 2022-__ was duly and regularly adopted by the City Council of the City of Moreno Valley at a regular meeting thereof held on the 21st day of June, 2022 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
(Council Members, Mayor Pro Tem and Mayor)
___________________________________
CITY CLERK
(SEAL)
A.14.a
Packet Pg. 405 Attachment: Resolution 2022-Final (5868 : A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MORENO VALLEY, CALIFORNIA, Parcel/Record # Owner Address Summary of Work Abatement Date
Contractor
Fees
Inspection
Fees
Special Districts Fees Admin Fees Total Due
260460007 6753 HOLLYWOOD BLVD # 4 07/29/2021 $374.75 $150.00 $16.00 $240.00 $780.75 FHA21-0242
263111013 DENNIS MANKA 06/01/2021 $157.50 $150.00 $16.00 $240.00 $563.50 FHA21-0261
263111029 DENNIS MANKA 06/01/2021 $332.50 $150.00 $16.00 $240.00 $738.50 FHA21-0265
263140048 06/08/2021 $345.00 $150.00 $16.00 $240.00 $751.00 FHA21-2340
263150005 CHANG SHONE 06/10/2021 $2,800.00 $150.00 $16.00 $240.00 $3,206.00 FHA21-0289
263150021 JONG HSU 06/10/2021 $3,401.50 $150.00 $16.00 $240.00 $3,807.50 FHA21-0294
263160002 SLCW INV 07/21/2021 $2,184.75 $150.00 $16.00 $240.00 $2,590.75 FHA21-0295
263160008 SLCW INV 06/09/2021 $4,158.50 $150.00 $16.00 $240.00 $4,564.50 FHA21-0296
263160022 SUSANA ROMERO 06/01/2021 $200.00 $150.00 $16.00 $240.00 $606.00 FHA21-0301
263160028 SLCW INV 06/10/2021 $4,999.50 $150.00 $16.00 $240.00 $5,405.50 FHA21-0303
263210030 06/01/2021 $772.50 $150.00 $16.00 $240.00 $1,178.50 FHA21-0339
263220017 06/01/2021 $135.00 $150.00 $16.00 $240.00 $541.00 FHA21-0349
263220018 05/31/2021 $1,335.25 $150.00 $16.00 $240.00 $1,741.25 FHA21-2376
264040009 07/29/2021 $1,365.00 $150.00 $16.00 $240.00 $1,771.00 FHA21-0369
291140001 SADIE KACHOEFF 06/01/2021 $377.50 $150.00 $16.00 $240.00 $783.50 FHA21-0434
291140002 06/01/2021 $310.00 $150.00 $16.00 $240.00 $716.00 FHA21-0435
291192021 ROLA ALQUZA 06/01/2021 $470.25 $150.00 $16.00 $240.00 $876.25 FHA21-2343
1027 WILSHIRE
ASSOCIATES LLC
260460007 SPRING
Hazard Abatement
GEORGE YOUDEEM 12011 BROWNING AVE
SANTA ANA, CA 92705
263140048 SPRING
Hazard Abatement
P O BOX 949
LAKEVIEW, CA 92567
263111029 SPRING
Hazard Abatement
P O BOX 949
LAKEVIEW, CA 92567
263111013 SPRING
Hazard Abatement
29217 LAKEVIEW LN
HIGHLAND, CA 92346
263160002 SPRING
Hazard Abatement
20050 WASHINGTON AVE UNIT 202 263150021 SPRING
Hazard Abatement
20050 WASHINGTON AVE Unit 202 263150005 SPRING
Hazard Abatement
29217 LAKEVIEW LN
HIGHLAND, CA 92346
263160028 SPRING
Hazard Abatement
13442 ALLYN DR
MORENO VALLEY, CA
263160022 SPRING
Hazard Abatement
29217 LAKEVIEW LN
HIGHLAND, CA 92346
263160008 SPRING
Hazard Abatement
MONTHER ALQUZAH 10241 INDIANA AVE
RIVERSIDE, CA 92503
263220017 SPRING
Hazard Abatement
GOLDEN OPPORTUNITY
NO 28 LP
633 W COLORADO BLVD
MONROVIA, CA 91016
263210030 SPRING
Hazard Abatement
BREAKTHROUGH
CHURCH OF GOD IN
CHRIST INC
PO BOX 8200
Moreno Valley, CA 92552
264040009 SPRING
Hazard Abatement
MONTHER ALQUZAH 10241 INDIANA AVE
RIVERSIDE, CA 92503
263220018 SPRING
Hazard Abatement
2230 E PEPPER HILL ST
ORANGE, CA 92867
291192021 SPRING
Hazard Abatement
KACHOEFF ARTHUR
ESTATE OF
5159 HARTWICK ST
LOS ANGELES, CA 90041
291140002 SPRING
Hazard Abatement
5159 HARTWICK ST
LOS ANGELES, CA 90041
291140001 SPRING
Hazard Abatement
Between 03/01/2021 and 12/31/2021
Property Abatement List (PAL)
FY 22/23 Tax Year
A.14.b
Packet Pg. 406 Attachment: 2021 Hazard Abatement Pal Log FINAL (5868 : A RESOLUTION OF THE CITY COUNCIL OF 291281006 06/19/2021 $332.50 $150.00 $16.00 $240.00 $738.50 FHA21-0467
292032011 06/01/2021 $1,180.00 $150.00 $16.00 $240.00 $1,586.00 FHA21-0475
292241003 HITEK DEV 07/23/2021 $884.25 $150.00 $16.00 $240.00 $1,290.25 FHA21-0495
292241011 KUNZ & CO 07/13/2021 $489.75 $150.00 $16.00 $240.00 $895.75 FHA21-0497
292280018 06/19/2021 $642.50 $150.00 $16.00 $240.00 $1,048.50 FHA21-0502
297100006 07/19/2021 $9,840.00 $150.00 $16.00 $240.00 $10,246.00 FHA21-0520
297130043 07/19/2021 $270.00 $150.00 $16.00 $240.00 $676.00 FHA21-0530
297220001 06/19/2021 $620.00 $150.00 $16.00 $240.00 $1,026.00 FHA21-0553
297220010 06/19/2021 $620.00 $150.00 $16.00 $240.00 $1,026.00 FHA21-0557
304240004 06/28/2021 $427.50 $150.00 $16.00 $240.00 $833.50 FHA21-0574
312260017 07/13/2021 $687.50 $150.00 $16.00 $240.00 $1,093.50 FHA21-0708
316030026 06/19/2021 $1,166.74
316030025 INLAND IRIS PARTNERS PO BOX 2183 MANHATTAN BEACH, CA. 06/19/2021 $895.24 316030023 INLAND IRIS PARTNERS PO BOX 2183 MANHATTAN BEACH, CA. 06/19/2021 $227.48 316030024 INLAND IRIS PARTNERS PO BOX 2183 MANHATTAN BEACH, CA. 06/19/2021 $156.54 473220072 IL OH 07/15/2021 $642.50 $150.00 $16.00 $240.00 $1,048.50 FHA21-0964
474180031 07/30/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1038
475160056 CAMPUS REALTY 06/19/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1226
475160065 CAMPUS REALTY 06/19/2021 $1,305.00 $150.00 $16.00 $240.00 $1,711.00 FHA21-1227
475250067 07/29/2021 $360.00 $150.00 $16.00 $240.00 $766.00 FHA21-1255
478090019 06/21/2021 $952.50 $150.00 $16.00 $240.00 $1,358.50 316030024 SPRING
Hazard Abatement
WOODHAVEN DEV INC 6865 AIRPORT DR
RIVERSIDE, CA 92504
292032011 SPRING
Hazard Abatement
MEHDI SHAHOSSINI 420 GODDARD
IRVINE, CA 92618
291281006 SPRING
Hazard Abatement
10400 W OVERLAND RD # 391 292241011 SPRING
Hazard Abatement
83103 AVENUE 48 STE 1B 292241003 SPRING
Hazard Abatement
SUNNYMEAD CACTUS
INDUSTRIAL ASSOC
8501 WILSHIRE BLVD STE 240 297100006 SPRING
Hazard Abatement
PHILIP MARKOWITZ 2201 HERCULES DR
LOS ANGELES, CA 90046
292280018 SPRING
Hazard Abatement
MORENO VALLEY
GATEWAY
30448 RANCHO VIEJO RD 110 297220001 SPRING
Hazard Abatement
DOWNS DONALD R
TRUST
333 W PASEO DE CRISTOBAL 297130043 SPRING
Hazard Abatement
ROYAL EXCEL
ENTERPRISES CORP
7033 CANOGA AVE STE 2
CANOGA PARK, CA
304240004 SPRING
Hazard Abatement
MORENO VALLEY
GATEWAY
30448 RANCHO VIEJO RD 110 297220010 SPRING
Hazard Abatement
12061 SPENCER DR
GARDEN GROVE, CA
473220072 SPRING
Hazard Abatement
TDP MOTORSPORTS 25881 VIA FARO
MISSION VIEJO, CA
312260017 SPRING
Hazard Abatement
316030026 SPRING
Hazard Abatement
UNITED FAMILY LTD
PARTNERSHIP
46 PENINSULA CENTER NO 366
316030025 SPRING
Hazard Abatement
316030023 SPRING
Hazard Abatement
28391 AVENIDA LA MANCHA 475160065 SPRING
Hazard Abatement
28391 AVENIDA LA MANCHA 475160056 SPRING
Hazard Abatement
PERALES, RODOLFO;
PERALES, ALICIA
13212 EDWARDS RD
LA MIRADA, CA 90638
474180031 SPRING
Hazard Abatement
RIGHT SOLUTIONS 1601 N MAIN ST
SANTA ANA, CA 92701
475250067 SPRING
Hazard Abatement
MICHAEL DELATORRE 4849 OLIVA AVE
LAKEWOOD CA 90712
478090019 SPRING
H d Ab t t
A.14.b
Packet Pg. 407 Attachment: 2021 Hazard Abatement Pal Log FINAL (5868 : A RESOLUTION OF THE CITY COUNCIL OF FHA21-1327
478090025 07/30/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1330
478174018 JANET KAYMAZ 06/23/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1387
478174019 JANET KAYMAZ 06/23/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1388
478174020 JANET KAYMAZ 06/23/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1389
478174021 JANET KAYMAZ 06/23/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1390
478202053 06/23/2021 $760.00 $150.00 $16.00 $240.00 $1,166.00 FHA21-1407
478230017 W2 LAND INV 07/23/2021 $220.00 $150.00 $16.00 $240.00 $626.00 FHA21-1450
478250001 GENUS 08/04/2021 $575.00 $150.00 $16.00 $240.00 $981.00 FHA21-1481
479090019 06/28/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1550
479090021 06/28/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1551
481070047 07/23/2021 $292.50 $150.00 $16.00 $240.00 $698.50 FHA21-2362
481171039 07/19/2021 $811.25 $150.00 $16.00 $240.00 $1,217.25 FHA21-1642
481200033 06/28/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1651
481270026 07/29/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1671
481270027 07/29/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1672
481270040 11/22/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-3699
481270053 07/19/2021 $180.00 $150.00 $16.00 $240.00 $586.00 FHA21-1680
481270055 07/19/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1681
482030018 07/29/2021 $360.00 $150.00 $16.00 $240.00 $766.00 FHA21-1696
482170049 07/14/2021 $332.50 $150.00 $16.00 $240.00 $738.50 FHA21-1735
LAKEWOOD, CA 90712
Hazard Abatement
1603 BROOKSIDE AVE
REDLANDS, CA 92373
478174019 SPRING
Hazard Abatement
1603 BROOKSIDE AVE
REDLANDS, CA 92373
478174018 SPRING
Hazard Abatement
RC HOBS COMPANY 1428 E. Chapman
Orange, CA 92866
478090025 SPRING
Hazard Abatement
JORGE CALDERON 751 W B ST
ONTARIO, CA 91762
478202053 SPRING
Hazard Abatement
1603 BROOKSIDE AVE
REDLANDS, CA 92373
478174021 SPRING
Hazard Abatement
1603 BROOKSIDE AVE
REDLANDS, CA 92373
478174020 SPRING
Hazard Abatement
LAVERNE PAYTON 13075 BIRCHWOOD DR
MORENO VALLEY, CA
479090019 SPRING
Hazard Abatement
PO BOX 1178
TEMECULA, CA 92593
478250001 SPRING
Hazard Abatement
P O BOX 2015
DEL MAR, CA 92014
478230017 SPRING
Hazard Abatement
ANTONIO FUENTES 25881 KALMIA AVE
MORENO VALLEY, CA
481070047 SPRING
Hazard Abatement
ANOOP MAHESHWARI 4285 GILBERT AVE
CORONA, CA 92881
479090021 SPRING
Hazard Abatement
GREAT WHITE
HOLDINGS LLC
3681 SUNNYSIDE DR # 7701 481270026 SPRING
Hazard Abatement
11 FIR PARK
APARTMENT HONES
LLC
1157 W GRAND BLVD
CORONA, CA 92882
481171039 SPRING
Hazard Abatement
ANOOP MAHESHWARI 1157 W GRAND BLVD
CORONA, CA 92882
481200033 SPRING
Hazard Abatement
ELYAMANY
INVESTMENT GROUP
1325 STEIN WAY
CORONA, CA 92882
481270040 FALL
Hazard Abatement
GREAT WHITE
HOLDINGS LLC
3681 SUNNYSIDE DR # 7701 481270027 SPRING
Hazard Abatement
DE LA TORRE, MICHAEL 4849 OLIVA AVE
LAKEWOOD, CA 90712
482030018 SPRING
Hazard Abatement
MAHESHWANI, ANOOP K 1157 W GRAND BLVD
CORONA, CA 92882
481270053 SPRING
Hazard Abatement
ANOOP MAHESHWARI 1157 W GRAND BLVD
CORONA, CA 92882
481270055 SPRING
Hazard Abatement
PARSHOTAM SAVITA 24401 COTTONWOOD AVE 482170049 SPRING
Hazard Abatement
A.14.b
Packet Pg. 408 Attachment: 2021 Hazard Abatement Pal Log FINAL (5868 : A RESOLUTION OF THE CITY COUNCIL OF 482190022 VINOD KARDANI 06/19/2021 $975.00 $150.00 $16.00 $240.00 $1,381.00 FHA21-1740
482561058 07/02/2021 $250.00 $150.00 $16.00 $240.00 $656.00 FHA21-1761
482561059 SELLICK JANET M 07/02/2021 $250.00 $150.00 $16.00 $240.00 $656.00 FHA21-1762
484030020 M J NEJAD 11/22/2021 $270.00 $150.00 $16.00 $240.00 $676.00 FHA21-3784
486260008 YI KIM 06/19/2021 $1,860.00 $150.00 $16.00 $240.00 $2,266.00 FHA21-1848
486270008 06/21/2021 $620.00 $150.00 $16.00 $240.00 $1,026.00 FHA21-1857
486280056 T CAL REALTY II 07/23/2021 $3,240.00 $150.00 $16.00 $240.00 $3,646.00 FHA21-1877
486290038 MV CACTUS 9 06/22/2021 $1,860.00 $150.00 $16.00 $240.00 $2,266.00 FHA21-1887
487250005 06/24/2021 $175.00 $150.00 $16.00 $240.00 $581.00 FHA21-1928
487370015 PARK EMERALD 07/14/2021 $720.00 $150.00 $16.00 $240.00 $1,126.00 FHA21-1940
488390011 06/28/2021 $292.50 $150.00 $16.00 $240.00 $698.50 FHA21-2173
488390012 06/28/2021 $450.00 $150.00 $16.00 $240.00 $856.00 FHA21-2174
TOTALS: $59,917.25 $9,900.00 $1,056.00 $15,840.00 $89,159.25 Contractor Fees: $61,957.25
Inspection Fees: $10,050.00
Special Districts Fees: $1,072.00
Admin Fees: $16,080.00
Total: $89,159.25
JOHN C HEERS INC 8028 PARK HILL DR
FORT COLLINS, CO
482561058 SPRING
Hazard Abatement
27045 BIG HORN MOUNTAIN WY 482190022 SPRING
Hazard Abatement
4201 GAYLE DR
TARZANA, CA 91356
486260008 SPRING
Hazard Abatement
420 N MCKINLEY ST # 111-105 484030020 FALL
Hazard Abatement
819 MILLER AVE
SOUTH SAN
482561059 SPRING
Hazard Abatement
17780 COLLINS AVE 2ND FL 486280056 SPRING
Hazard Abatement
ERIC MARCUSSON 239 BRANNAN ST NO 8J
SAN FRANCISCO, CA
486270008 SPRING
Hazard Abatement
RANCHO PACIFIC
COMMERCIAL INC
10470 FOOTHILL BLVD STE 100 487250005 SPRING
Hazard Abatement
16161 VENTURA BLV NO C685 486290038 SPRING
Hazard Abatement
1461 WOODVALE LN
RIVERSIDE, CA 92506
487370015 SPRING
Hazard Abatement
AUTO MALL
RESOLUTION
13191 N CROSSROADS PKY 115 488390012 SPRING
Hazard Abatement
AUTO MALL
RESOLUTION
13191 N CROSSROADS PKY 115 488390011 SPRING
Hazard Abatement
A.14.b
Packet Pg. 409 Attachment: 2021 Hazard Abatement Pal Log FINAL (5868 : A RESOLUTION OF THE CITY COUNCIL OF Report to City Council
ID#5825 Page 1
TO: Mayor and City Council
FROM: Brian Mohan, Assistant City Manager
AGENDA DATE: June 21, 2022
TITLE: ACCEPTANCE OF CALIFORNIA DEPARTMENT OF
RESOURCES, RECOVERY AND RECYCLING SB 1383
LOCAL ASSISTANCE GRANT PROGRAM
RECOMMENDED ACTION
Recommendation:
1. Staff recommends the City Council approve the acceptance of the SB 1383 Local Assistance Program grant funds awarded by the California Department of Resources, Recovery, and Recycling (CalRecycle), in the amount of $296,171.00.
2. Authorize the Chief Financial Officer or designee to appropriate $296,171.00 as revenue and expense per fiscal year in Fund (2300).
SUMMARY
CalRecycle adopted regulations to implement organics waste recycling to achieve organic waste reduction goals established in Health and Safety Code Section 39730.6 through a 50 percent reduction in the level of the statewide disposal of organic waste from the 2014 level by 2020 and a 75 percent reduction in the level of the statewide disposal of organic waste from the 2014 level by 2025.
DISCUSSION
In September 2016, Governor Edmund Brown Jr. set methane emissions reduction targets for California (SB 1383 Lara, Chapter 395, Statutes of 2016) in a statewide effort to reduce emissions of short-lived climate pollutants (SLCP). The targets must reduce organic waste disposal by 50 percent by 2020 and 75 percent by 2025 and rescue for people to eat at least 20 percent of currently disposed of surplus food by 2025.
A.16
Packet Pg. 410
CalRecycle is administering a one-time grant program meant to aid in implementing regulations adopted by CalRecycle pursuant to Chapter 395, Statutes of 2016, and SB 170 Budget Act of 2021. This non-competitive grant program provided $57,000,000 of funding to local jurisdictions to assist with the implementation of regulatory requirements associated with SB 1383, including but not limited to:
• Capacity Planning
• Collection
• Edible Food Recovery
• Education and outreach (includes organic waste & edible food recovery) • Enforcement and Inspection
• Program Evaluation/Gap Analysis
• Procurement Requirements
• Record Keeping
ALTERNATIVES
1. Approve the acceptance of the SB 1383 Local Assistance Program grant funds awarded to the City for $296,171.00. Staff recommends this alternative.
2. Elect not to approve the acceptance of the $296,171.00 SB 1383 Local Assistance Program grant funds awarded to the City and provide further direction to staff on how to move forward with implementing SB 1383 requirements.
FISCAL IMPACT
Staff is requesting City Council to approve the acceptance and FY 22/2023 budget appropriation of the SB 1383 Local Assistance Program grant award in the amount of $296,171.00. Funding for this grant award, if approved, will be allocated as follows:
Description Fund GL Account No. Type
(Rev/Exp)
FY 22/23
Budget
FY 22/23
Proposed
Amendment
FY 22/23
Amended
Budget
SB 1383 Local
Assistance Grant
2300 30-34-72208-486000 Rev $0 $296,171 $296,171
Grant Expenditures 2300 30-34-72208-611110 Exp $0 $70,000 $70,000 Grant Expenditures 2300 30-34-72208-630299 Exp $0 $168,000 $168,000 Grant Expenditures 2300 30-34-72208-620610 Exp $0 $29,087 $29,087 Grant Expenditures 2300 30-34-72208-620620 Exp $0 $12,042 $12,042 Grant Expenditures 2300 30-34-72208-625099 Exp $0 $12,042 $12,042 Grant Expenditures 2300 30-34-72208-620510 Exp $0 $5,000 $5,000
NOTIFICATION
Listed on the City Council Agenda
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Packet Pg. 411
PREPARATION OF STAFF REPORT
Prepared By: Department Head Approval:
Mitchell Quiñonez Brian Mohan
Management Assistant Assistant City Manager/CFO
Concurred By:
Felicia London
Purchasing & Sustainability Division Manager
CITY COUNCIL GOALS
None
CITY COUNCIL STRATEGIC PRIORITIES
1. Economic Development
2. Public Safety
3. Library
4. Infrastructure
5. Beautification, Community Engagement, and Quality of Life
6. Youth Programs
ATTACHMENTS
To view large attachments, please click your “bookmarks” on the left hand side of this document for the necessary attachment.
1. Revised 1383 Award RFA 001
APPROVALS
Budget Officer Approval ✓ Approved . 6/07/22 10:44 AM
City Attorney Approval ✓ Approved .
City Manager Approval ✓ Approved . 6/07/22 11:20 AM
A.16
Packet Pg. 412
Request for Approval
To:
Michelle Martin
Branch Chief, Financial Resources Management Branch
Decision Subject: Awards for the SB '1383 Local Assistance Grant Program, (Greenhouse Gas Reduction Fund, Fiscal Year2021-22)
Action By: April 25, 2022 (Revised Mav 6, 2022)
Summary of Request
Staff requests approval of grant awards for the SB 1383 Local Assistance Grant Program (Program) for fiscal year (FY) 2021-22. Staff received 475 eligible applications totaling $54,929,783 for this grant program.
Funding
The FY 2021-22 Budget Act allocates $60,000,000 to be used to provide grants to local jurisdictions to assist in the implementation of regulations adopted by the Department of Resources Recycling and Recovery pursuant to Chapter 395 of the Statutes of 2016; $3,000,000 (5 percent) has been allocated for administrative costs.
Fund Source Amount
Available
Greenhouse Gas $57.000,000
Reduction Fund
(FY 2021-22\
Total $57,000,000 $41,782.906 $15,217,094
$42p3+7€ $14863,724
Background and Findings
Statutory Authority
Senate Bill (SB) 1383 Lara, Chapter 395, Statutes of 2016, set methane emissions reduction targets for California in a statewide effort to reduce emissions of short-lived climate pollutants.
SB '170 Budget Act of 2021 authorizes CalRecycle to award grants to local jurisdictions to assist in the implementation of programs to meet these statutory requirements.
Program Background
The SB 1383 Local Assistance Grant Program provides funding to assist local jurisdictions Amount to
Fund ltem
$41,782.906
$12;936;276
Amount
Remaining
$15.217.094
$/.4s63J%
Line ltem
Local
Assistance/Grants
Zoe Heller
Acting Deputy Director, Materials Management and Local Assistance Division
From:
Request Date: April 14,2022
Table 1. Funding
A.16.a
Packet Pg. 413 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND with meeting the requirements below:
. Provide organics collection services to all residents and businesses . Conduct education and outreach to the community
o Secure access to recycling and edible food recovery capacity o Establish edible food recovery program
r Procure recyclable and recovered organic products
e Monitor compliance and conduct enforcement
Criteria and Process
The Eligibility Criteria and Evaluation Process was approved by the Deputy Director on December 28,2021, and presented at the January 2022 CalRecycle Monthly Public Meeting.
The Notice of Funds Available was placed on the CalRecycle website on January 4, 2022, wilh an appropriate notice sent to stakeholders.
Applicationsweredue February 1,2022, with asecondaryduedateof Marci 1,2022,for Resolution submission. CalRecycle received 476 applications requesting $54,947,783. Staff reviewed the applications in accordance with the approved evaluation criteria; 399 applications met the application requirements and adopted their enforceable ordinance, or similarly enforceable mechanism, by April 1, 2022, and are therefore eligible for first round funding.
Subsequently, one application is ineligible. ln addition, first round awardees will receive additional remaining funds from entities who did not apply. The remaining 82 76 applications will be moved to the second funding round, tentatively scheduled for award in September 2022. please note that if a participant in a Regional or Joint Powers Authority application did not meet the application requirements, the entire application was moved to the second funding round.
The types of projects recommended for funding include: green, blue, and brown bins, education and ouheach materials, record keeping subscriptions, refrigerators for food rescue, side loaders for collection, and personnel and administrative costs.
Recommendation
staff recommends approval of 393 399 grant awards as listed below for $41,782.906 $42,936*76.
Table 2. Recommended Awards
APPlicant
Alameda County
Almonte Sanitary District
Alto Sanitary District
Bolinas Community Public Utility District
Cs+te4€snty
Calaveras County
Cambria Community Services District
Castro Valley Sanitary District
City of Agoura Hills
City of Alameda
Award Amount
$208,136
$20,143
$20,1 18
$20,106
$84.;76+
$58,808
$20,558
$77,526
$29,860
$115,019
A.16.a
Packet Pg. 414 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND Applicant Award Amount
City of Albany
City of Alhambra
City of Aliso Viejo
City of American Canyon
City of Anaheim
City of Antioch
City of Arcadia
City of Artesia
City of Atwater
City of Auburn
City of Avalon
City of Avenal
City of Azusa
City of Bakersfield
City of Baldwin Park
City of Banning
City of Barstow
City of Beaumont
City of Bell Gardens
City of Bellflower
City of Belmont
City of Benicia
City of Berkeley
City of Beverly Hills
City of Blythe
City of Bradbury
City of Brawley
City of Brea
City of Brentwood
City of Brisbane
City of Buellton
City of Buena Park
City of Burbank
City of Burlingame
City of Calabasas
City of Calexico
City of California City
City of Calimesa
City o1_Calip-al!?
City of Camarillo
City of Canyon Lake
City of Capitola
City of Carlsbad
City of Carmel-bythe-Sea
City of Carpinteria
$25,065
$122,592
$71,231
$30,346
$499,168
$160,065
$82,290
$24,261
$45,859
$21,419
$20,391
$21,214
$70,912
$561,069
$108,044
$46,456
$35,142
$75,280
$60,548
$'110,191
$38,334
$39,237
$165,580
$48,099
$27,181
$20,103
$39,540
$64,641
$94,'180
$20,450
$20,534
$116,064
$147,552
$42,951
$35,333
$58,085
$21,388
$21,006
$20,640
$99,269
$21,084
$20,992
$163,804
$20,395
$21,297
A.16.a
Packet Pg. 415 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND Applicant Award Amount
City of Carson
City of Cathedral City
City of Ceres
City of Cerritos
City of Chico
City of Chino
City of Chino Hills
City of Chowchilla
City of Citrus Heights
City of Claremont
City of Clovis
City of Coachella
Citv of oalinqa
City of Colfax
City of Colton
City of Commerce
City of Concord
City of Corcoran
City of Corona
City of Coronado
City of Costa lvlesa
$130,217
$77,093
$69,946
$71,562
$158,151
$125,307
$117,523
$25,453
$124,781
$s1,351
$172,729
$68,429
$24.633
$20,214
$77,411
$21,257
$183,213
$29,887
$239,839
$32,537
$159,969
$69,850
$34,501
$57,127
$83,693
$69,424
$154,077
$47,803
$98,687
$20,419
$20,164
$73,002
$80,961
$38,400
$29,493
$158,060
$31,269
$92,204
$43,802
$96,334
$146,529
$64,444
$36,045
$165,163
$24,509
City of Covina
City of Cudahy
City of Culver City
City of Cupertino
City of Cypress
City of Daly City
City of Dana Point
City of Davis
City of Del Mar
City of Del Rey Oaks
City of Delano
Cig of Diamond Bar
City of Dinuba
City of Dixon
City of Downey
City of Duarte
City of Dublin
City of East Palo Alto
City of Eastvale
City of El Cajon
City of El Centro
City of El Cerrito
City of El Monte
City of El Segundo
A.16.a
Packet Pg. 416 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND Applicant Award Amount
City of
Glendale
City of Glendora
City of Goleta
City of Gonzales
City of Grand Terrace
City of Grass Valley
City of Greenfield
City of Guadalupe
City of Half Moon Bay
City of Hawaiian Gardens
$252,058
$21,237
$88,813
$214,802
$21,081
$167,333
$23,307
$20,799
$117,019
$302,539
$2H2€
$47,314
$78,475
$20,649
$331 ,140
$771,586
$197,528
$37,835
$244,098
$86,072
$288,291
$73,665
$46,605
$20,835
$21,219.
$21,254
$26,964
$20,820
$21,210
$21,422
$123,637
$223,823
$120,150
$37,480
$28,442
$136,396
$20,188
$78,625
$20,613
$20,718
$278,482
$84,089
$29,623
$20,534
$20,042
City of Elk Grove
City of Emeryville
City of Encinitas
City of Escondido
City of Exeter
City of Fairfield
City of Fillmore
City of Firebaugh
City of Folsom
City of Fontana
erty-e++e*S+agg
City of Foster City
City of Fountain Valley
City of Fowler
City of Fremont
City of F-resno
City of Fullerton
City of Galt
City of Garden Grove
City of Gardena
City of HaMhorne
City of Hayward
City of Hemet
City of Hercules
City of Hermosa Beach
City of Hesperia
City of Hidden Hills
City of Highland
City of Holtuille
City of Hughson
City of Huntington Beach
City of Huntington Park
City of lmperial
City of lndian Wells
City of lndustry
A.16.a
Packet Pg. 417 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND Applicant Award Amount
City of lrvine
City of lrwindale
City of Jurupa Valley
City of Kerman
City of King City
City of Kingsburg
City of La Canada Flintridge
City of La Habra
City of La Mesa
City of La Mirada
City of La Palma
City of La Puente
City of La Quinta
City of La Verne
City of Lafayette
City of Laguna Hills
City of Laguna Niguel
City of Laguna Woods
City of Lake Elsinore
City of Lake Forest .
City of Lakevood
City of Lancaster
City of Larkspur
City of Lawndale
City of Lemon Grove
City of Lemoore
City of Lindsay
City of Livermore
City of Lomita
City of Lompoc
City of Long Beach
City of Los Alamitos
City of Los Altos
City of Los Banos
City of Lynwood
City of Malibu
City of Manhattan Beach
City of Manteca
City of Marina
City of Martinez
City of Maywood
City of Mendota
City of Menifee
City of Menlo Park
City of Merced
$383,742
$20,142
$153,370
$23,745
$22,137
$21,286
$29,489
$89,545
$84,993
$69,565
$22,792
$57,524
$59,159
$47,655
$36,767
$44,821
$e2,870
$23,629
$92,298
$120,168
$114,080
$228,449
$21,199
$47,128
$38,1 58
$38,812
$21,287
$129,580
$29,823
$60,915
$660,1 96
$21,134
$44,027
$61,445
$99,511
$21,134
$50,437
$124,088
$31,922
$52,930
$40,025
$21,224
$141,516
$50,108
$129,234
A.16.a
Packet Pg. 418 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND Applicant Award Amount
City of Mill Valley
City of Millbrae
City of Milpitas
City of Mission Viejo
City of Modesto
City of Monrovia
City of Montebello
City of Monterey
City of Monterey Park
City of Moorpark
City of Moreno Valley
City of Mountain View
City of Murrieta
City of Napa
City of National City
City of Needles
City of Newark
City of Newport Beach
City of Norco
City of Norwalk
City of Novato
City of Oakdale
City of Oakland
City of Oakley
City of Oceanside
City of Ojai
City of Ontario
City of Orange
City of Orinda
City of Oroville
City of Oxnard
City of Pacific Grove
City of Pacifica
City of Palm Desert
City of Palm Springs
City of Palo Alto
City of Paramount
City of Parlier
City of Pasadena
City of Patterson
City of Perris
City of Pico Rivera
City of Piedmont
City of Pinole
City of Pittsburg
$21,535
$32,752
$107,661
$133,671
$310,078
$55,258
$89,694
$41,028
$86,123
$51,738
$296,171
$1 17,739
$163,340
$112,923
$89,461
$20,526
$69,886
$122,038
$37,822
$149,559
$76,407
$33,778
$614,794
$61,481
$250,127
$20,731
$257.526
$194,618
$27,916
$26,204
$289,476
$22,925
$54,428
$76,979
$68,329
$96,378
$78,823
$23,336
$205,808
$33,872
$1'12,331
$90,036
$21 ,1 10
$28,327
$106,019
A.16.a
Packet Pg. 419 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND Applicant Award Amount
City of Placentia
City of Placerville
City of Pleasant Hill
City of Pleasanton
City of Point Arena
City of Pomona
City of Porterville
City of Poway
City of Rancho Cordova
City of Rancho Cucamonga
City of Rancho Mirage
City of Rancho Palos Verdes
City of Rancho Santa Margarita
City of Redondo Beach
City of Redwood City
City of Reedley
City of Richmond
City of Ridgecrest
City of Rio Vista
City of Riverside
City of Rocklin
City of Rolling Hills
City of Rolling Hills Estates
City of Rosemead
City of Sacramento
City of Salinas
City of San Bernardino
City of San Bruno
City of San Buenaventura
City of San Carlos
e+tfefSaneemente
City of San Dimas
City of San Fernando
City of San Gabriel
City of San Jacinto
City of San Jose
City of San Juan Capistrano
City of San Leandro
City of San Marcos
City of San Marino
City of San Mateo
City of San Pablo
City of San Rafael
City of San Ramon
City of Sand City
$73,147
$21,070
$49,133
$111,477
$20,043
$214,282
$84,983
$69,995
$1 13,297
$247,840
$27,523
$59,573
$68,934
$94,725
$121 ,076
$37,794
$156,235
$42,732
$20,991
$458,065
$100,341
$20,183
$20,796
$77,454
$727,761
$226,806
$305,846
$64,358
$149,590
$43,047
$9+31€
$48,950
$35,916
$57,324
$73,283
$1,452,288
$51,484
$124,045
$136,747
$21,274
$146,250
$44,776
$84,201
$119,217
$20,038
A.16.a
Packet Pg. 420 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND Applicant Award Amount
City
City
City
City
City
City
City
City
City
City
City
City
City
City
City
City
City of Sanger
City of Santa Barbara
City of Santa Clara
City of Santa Cruz
$39,578
$132,171
$185,289
$80,170
$152,451
$132,049
$44,282
$81,078
$20,723
$21 ,1 56
$46,298
$29,847
$21,047
$21,142
$176,441
$21,359
$35,493
$20,542
$31,042
$1 37,101
$34,005
$37,204
$95,643
$56,800
$41,733
$217,816
$20,702
$21,180
$159,957
$52,081
$177,791
$205,140
$139,987
$1 13,786
$43,262
$103,597
$111,677
$139,1 98
$167,109
$20,029
$20,566
$146,564
$43,076
$101,536
$38,820
of Santa Maria
of Santa Monica
of Santa Paula
of Santee
of Sausalito
of Scotts Valley
of Seaside
of Shafter
of Sierra Madre
of Signal Hill
of Simi Valley
of Solana Beach
of Soledad
of Solvang
of South El Monte
of South Gate
ity
ity
Ity
ity
ity
ity
ity
ity
ity
ity
ity
City cCCcCCcCCc
City of South Lake Tahoe
City of South Pasadena
City of South San Francisco
City of Stanton
City of Suisun City
City of Sunnyvale
of Taft
of Tehachapi
of Temecula
of Temple City
of Thousand Oaks
of Torrance
of Tracy
of Tustin
of Twentynine Palms
of Union City
of Upland
of Vacaville
City of Vallejo
City of Vernon
City of Villa Park
City of Vista
City of Walnut
City of Walnut Cr,eek
City of Wasco
A.16.a
Packet Pg. 421 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND City of Waterford
City of West Covina
City of West Hollywood
City of West Sacramento
City of Westlake Village
City of Westmorland
City of Whittier
City of Wildomar
City of Winters
City of Woodlake
City of Woodland
City of Yorba Linda
City of Yucaipa
Contra Costa County
Costa Mesa Sanitary District
Del Norte Solid Waste Management Authority
o City of Crescent City
o Del Norte County
E+D€mdo€oun$
f+esneeeun$
Heber Public Utility District
Homestead Valley Sanitary District
Kern County
Las Gallinas Valley Sanitary District
Los Angeles County
Madera County
Marin County
[qenC€€ine€o$nry
Merced County
Midway City Sanitary District
Mono County
Monterey County
Mountain House Community Service District
Nevada County
Novato Sanitary District
Orange County
Oro Loma Sanitary District
Pebble Beach Community Services District
Placer County
Regional Waste Management Authority
. City of Live Oak
. City of Marysville
o City of Wheatland
. City of Yuba City
o Sutter County
Award Amount
w&e32
$24OJe3
$20,649
$20,231
$449,757
$43,309
$1,444,427
$106,687
$95,294
$s3J34
$131,133
$141,153
$20,538
$151,474
$35,556
$93,217
$75,890
$181 ,1 1 9
$191 ,284
$20,442
$162,553
$284,735
Applicant
$20,879
$'149,841
$51,941
$77,085
$20,804
$20,227
$122,505
$53,192
$20,749
$20,792
$86,966
$96,645
$79,434
$246,842
$168,262
$50,774
A.16.a
Packet Pg. 422 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND Applicant
o Yuba County
Riverside County
Rodeo Sanitary District
Rubidoux Community Services District
Sacramento County
San Benito County lntegrated Waste Management Regional
Agency
. City of Hollister
o City of San Juan Bautista
o San Benito County
Sa+Ce+na+dm€€oufiV
San Diego County
3:l lxi: 3ii:3: 3:xlil rntegrated waste Management
Authority
. California Valley Community Service District
. Cayucos Sanitary District
o City of Arroyo Grande
o City of Atascadero
o City of El Paso de Robles
o City of Grover Beach
. City of Morro Bay
o City of Pismo Beach
. City of San Luis Obispo
o Heritage Ranch Community Service Dishict
. Nipomo Community Service District
. Oceano Community Service District
. Templeton Community Service District
San Mateo County
Santa Barbara County
Santa Clara County (CEPA)
Santa Cruz County
Solano County
Sonoma County Waste Management Agency d.b.a. Zero
Waste Sonoma
o City of Cloverdale
c City of Cotati
o City of Healdsburg
o City of Petaluma
. City of Rohnert Park
. City of Santa Rosa
. City of Sebastopol
o City of Sonoma
o Sonoma County
o Town of Windsor
Award Amount
$550,518
$20,886
$53,174
$833,204
$108,766
$42932s
$703,210
$163,811
$371,025
$92,465
$188,960
$121 ,7',t3
$186,699
$26,912
$725,996
A.16.a
Packet Pg. 423 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND Applicant Award Amount
Strawberry Recreation District
Tamalpais Community Services District
Tehama County Solid Waste Management Agency
. City of Corning
. City of Red Bluff
o City of Tehama
o Tehama County
Town of Apple Valley
Town of Atherton
Town of Colma
Town of Danville
Town of Fairfax
Town of Hillsborough
Town of Loomis
Town of Los Altos Hills
Town of Moraga
Town of Ross
Town of San Anselmo
Town of Tiburon
Town of Truckee
Town of Woodside
Tulare County
Upper Valley Waste Management Agency
o City of Calistoga
. City of St. Helena
o Napa County
r Town of Yountville
Ventura County
West Valley Solid Waste Management Authority
. City of Campbell
o City of Monte Sereno
o City of Saratoga
. Town of Los Gatos
Yolo County
$20,s90
$20,688
$123,787
$131 ,025
$168,481
$105,81 1
$20,678
$20,163
$62,906
$20,737
$21,120
$20,669
$20,825
$24,734
$20,250
$21,247
$20,930
$23,879
$20,553
$203,512
$95,370
Total Award $41,
$37,167
782.906
$42p36+75
Revisions were made to the RFA because one iurisdiction qualified for round one fundino that was inadvertentlv olaced in round two fundinq. Seven iurisdictions did not fundinq and are subseouentlv moved
qualifu for round one
for consideration to round two
A.16.a
Packet Pg. 424 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND Zoe HeIIer5!li:',*,**
Digilally signed by Zoe
13:05122 -07'00'
Zoe Heller
Acting Deputy Director
Dated
Deputy Director Action
On the basis of the information and analysis in this Request for Approval and the findings set out herein, I hereby conditionally approve the grant awards for the SB 1383 Local Assistance Grant Program as listed in Table 2. Each proposed grantee's award is subject to the following condition:
. The recommended grantee must pay all outstanding debts due to CalRecycle, or bring current any outstanding payments owed to CalRecycle, within 60 days of the date of the award email.
A.16.a
Packet Pg. 425 Attachment: Revised 1383 Award RFA 001 (5825 : ACCEPTANCE OF CALIFORNIA DEPARTMENT OF RESOURCES, RECOVERY AND Report to City Council
ID#5623 Page 1
TO: Mayor and City Council
FROM: Brian Mohan, Assistant City Manager
AGENDA DATE: June 21, 2022
TITLE: APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL
TAXES FOR CERTAIN COMMUNITY FACILITIES
DISTRICTS FOR FISCAL YEAR 2022/23 (RESO NOS.
2022-__, 2022-__, 2022-__, 2022-__, AND 2022-_)
RECOMMENDED ACTION
Recommendations:
1. As the legislative body of Moreno Valley Community Facilities District No. 5, Adopt Resolution No. 2022-__, a Resolution of the City Council of the City of Moreno Valley, California, Approving the Continuation of the Community Facilities District No. 5 of the City of Moreno Valley Maximum and Applied Special Tax Rates for Fiscal Year 2022/23, and Calculation Thereof.
2. As legislative body of Moreno Valley Community Facilities District No. 7, Adopt Resolution No. 2022-__, a Resolution of The City Council of the City of Moreno Valley, California, Approving the Continuation of the Improvement Area No. 1 of Community Facilities District No. 7, of the City Of Moreno Valley Maximum and Applied Special Tax Rates for Fiscal Year 2022/23, and Calculation Thereof
3. As the legislative body of Improvement Area No. 1 of Community Facilities District No. 87-1, adopt Resolution No. 2022-__, a Resolution of the City Council of the City of Moreno Valley, California, Approving the Continuation of the Improvement Area No. 1 of Community Facilities District No. 87-1 of the City of Moreno Valley Maximum and Applied Special Tax Rates for Fiscal Year 2022/23, and Calculation Thereof.
4. As the legislative body of Moreno Valley Community Facilities District No. 4-Maintenance, adopt Resolution No. 2022-__, a Resolution of the City A.17
Packet Pg. 426
Council of the City of Moreno Valley, California, Approving the Continuation of the Community Facilities District No. 4-Maintenance of the City of Moreno Valley Maximum and Applied Special Tax Rates for Fiscal Year 2022/23, and Calculation Thereof.
5. As the legislative body of the Community Facilities District No. 2014-01 (Maintenance Services), adopt Resolution No. 2022-__, a Resolution of the City Council of the City of Moreno Valley, California, Approving the Continuation of the City of Moreno Valley Community Facilities District No. 2014-01 (Maintenance Services) Maximum and Applied Special Tax Rates for Fiscal Year 2022/23, and Calculation Thereof.
6. Authorize the Chief Financial Officer to adjust the proposed special tax rates in the event there are any parcel changes, clerical errors, or other adjustments as may be necessary between the date the special taxes were calculated and the date the fixed charges are submitted to the County of Riverside, provided the applied special tax does not exceed the maximum special tax and is in compliance with the Rate and Method of Apportionment of Special Tax for the district.
SUMMARY
This report recommends adoption of the resolutions (Attachments 1-5), which approve the calculation and set the fiscal year (FY) 2022/23 maximum and applied special tax rates against real property included within certain Community Facilities Districts (CFD) administered by the City and authorizes the levy of the applied special tax on the property tax roll. Adoption of the resolutions also acknowledges the filing of annual reports for each CFD. This is a routine process that occurs each year.
The proposed special taxes are a continuation of the special taxes currently, or authorized to be, levied on the property tax roll. There are no increases proposed to the maximum rates, other than an annual adjustment, provided the qualified electors (i.e., landowners or registered voters, depending upon the number of registered voters) previously authorized such adjustment. Revenue received from the special tax funds maintenance and administrative expenses for the service CFDs or debt service and administrative expense requirements for the bonded CFDs.
The Finance Subcommittee was scheduled to review the annual inflationary adjustments proposed to be applied to the maximum rates, if previously authorized by the property owners, at its February 22, 2022 meeting.
DISCUSSION
The Mello-Roos Community Facilities Act of 1982 (the “Act”) allows the formation of CFDs to fund the operation and maintenance of public improvements and/or finance the construction of public infrastructure improvements by the issuance of bonds. The qualified electors within the boundaries of the CFDs approved the Rate and Method of A.17
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Apportionment (RMA) and authorized the levy of a special tax on their properties to fund the services of the district or as security for repayment of bonds. The RMA establishes the special tax formula (e.g. rate of annual adjustment, if any, etc.) and how the special tax is apportioned to properties included in each CFD.
The special tax cannot be levied on the property tax roll nor can adjustments be made to the maximum and applied rates, as authorized by the qualified electors, unless the City Council authorizes such actions. Adoption of the resolutions sets the maximum and applied special tax rates, approves the calculation of the rates, and approves an Annual Special Tax Report (“Report”) for each CFD. The resolutions also authorize the County to levy the special tax on the FY 2022/23 property tax roll.
The Report for each CFD includes a description of the formation proceedings, boundary map and identification of parcels included in the district, and the proposed maximum and applied special taxes per parcel to be levied on the property tax roll for FY 2022/23.
Reports for the service CFDs also include a description of the improvements being maintained and estimated operational and administrative costs to provide the service.
The reports for the bonded CFDs include debt service and administrative requirements.
In addition, the Reports for the bonded districts include the Annual Bond Accountability Reports, a requirement of California Government Code Section 53411 (“Government Code”). Boundary maps for the CFDs are also included Attachment 7. The Reports are on file with the Chief Financial Officer/City Treasurer and accessible from the City’s website (www.moval.org/sf).
The maximum special tax rate is the maximum amount that can be used to calculate the special tax levied on the property tax roll. If the qualified electors have previously authorized an annual inflationary adjustment to the maximum rate, the Report recommends adjusting the maximum rate by the adjustment. Otherwise, it remains unchanged.
The applied special tax rate is the amount that is used to calculate the special tax actually levied on the property tax roll. It is the amount necessary to fund the services of each CFD, including administration and reserves for the upcoming fiscal year. The applied special tax rate cannot exceed the maximum special tax rate.
Conflict of Interest Analysis
Regarding a special financing district pertaining to the provision of a public service, a council member who lives in said district may participate in adjusting the amount of the district’s taxes so long as the increase or decrease is the same for everyone else living within the district. This is known as the “Public Generally Exception.” FPPC Regulations § 18703. Public Generally.
(e) Specific Rules for Special Circumstances. The financial effect on a public official's financial interest is deemed indistinguishable from that of the public A.17
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generally where there is no unique effect on the official's interest if the official establishes:
(1) Public Services and Utilities. The decision sets or adjusts the amount of an assessment, tax, fee, or rate for water, utility, or other broadly provided public services that is applied equally, proportionally, or by the same percentage to the official's interest and all businesses, properties, or individuals subject to the assessment, tax, fee, or rate. This exception does not apply if the decision would impose the assessment, tax or fee, or determine the boundaries of a property, or who is subject to the assessment, tax, or fee. Under this exception, an official is only permitted to take part in setting or adjusting the amount of the assessment, tax, or fee, once the decisions to implement, and determine the property or persons subject to the assessment, tax, or fee, have already been made.
This action meets the Strategic Plan Priorities by providing the financial resources to manage and maximize Moreno Valley’s public infrastructure to ensure an excellent quality of life.
ALTERNATIVES
1. Adopt the resolutions and recommended actions as presented. Staff recommends this alternative as it will allow for the collection of revenue necessary to fund services or satisfy debt service obligations of the CFDs.
It is also consistent with the bond covenants, if applicable, Act, and Government Code.
2. Do not approve the recommended actions. Staff does not recommend this alternative as it may prevent the City from levying the special taxes on the 2022/23 property tax roll and leave the CFDs without sufficient revenue to fund services or satisfy debt service obligations. This alternative may require a contribution from the General Fund. It will also require use of reserve funds to make debt service payments, which will trigger a “significant event” and affect the City’s reputation in the bond market.
Furthermore, failure to file the Reports is a violation of the Act and Government Code.
3. Continue the item to a future regular City Council meeting. Staff does not recommend this alternative as it may prevent the City from meeting the County of Riverside’s deadline to include the special taxes on the FY 2022/23 property tax roll.
FISCAL IMPACT
Property owners pay the special tax as part of their annual property tax bill. The special tax, including annual adjustments where applicable, has been approved by the affected qualified electors through prior proceedings. Funds received for the benefit of each CFD A.17
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are restricted and can only be used to fund the services and obligations of each district.
The tables below provide a summary of the proposed maximum and applied special tax rates for FY 2022/23. Only those tax rate areas with annexed parcels are shown in the table for CFD 2014-01. The complete schedule can be found as part of the Report. $ 0.010725 $ 0.008689 $ 0.121450 $ 0.008776 13.249% $ 0.000087 15 $ 65,239.24 SL-01A $ 277.71 $ 38.40 $ 295.94 $ 40.26 $ 1.86 1,007 $ 40,541.82 SL-01B7
$ 87.28 $ 6.46 $ 93.00 $ 6.76 $ 0.30 391 $ 2,643.16
SL-02 $ 4.53 $ 0.70 $ 4.82 $ 0.55 $ (0.15) 55 $ 22,197.12 LM-01C $ 109.80 $ 103.30 $ 117.00 $ 46.96 $ (56.34) 102 $ 4,789.92 LM-01E8
$ 269.54 $ 250.00 $ 287.24 $ 275.00 $ 25.00 2 $ 550.00
LM-01F8
$ 379.38 $ 350.00 $ 404.30 $ 102.62 $ (247.38) 236 $ 24,218.32 LM-01G $ 509.20 $ 106.66 $ 542.64 $ 122.48 $ 15.82 416 $ 50,951.68 LM-01H $ 658.98 $ 303.78 $ 702.26 $ 347.68 $ 43.90 55 $ 19,122.40 LM-01K $ 1,228.14 $ 566.72 $ 1,308.82 $ 628.24 $ 61.52 86 $ 54,028.64 LM-02A $ 15.36 $ 5.91 $ 16.36 $ 7.20 $ 1.29 13 $ 16,162.18 LM-02B $ 7.66 $ 3.59 $ 8.16 $ 4.96 $ 1.37 10 $ 14,104.46 TC-03 $ 36.58 $ 16.00 $ 38.98 $ 16.00 $ - 9 $ 16,799.94 $ 900.00 $ 900.00 $ 959.12 $ 959.12 $ 59.12 97 $ 93,034.64 $ 2.50 $ - $ 2.66 $ - $ - 97
CFD No. 4-M (Centerpointe)2,3
Greater of CPI
or 5.0%
SD-01
1Maximum rates are based on a predetermined formula as outlined in the Rate and Method of Apportionment for each CFD. The Annual Adjustment Rate was approved by the Qualified Electors (landowners or registered voters).
2Maintenance of certain storm drain facilities.
3Subject to an annual adjustment based on the annual percentage change in the Engineering News-Record Building Cost Index for the City of Los Angeles, measured as of the calendar year, which ends in the previous fiscal year.
4Maintenance & operation of street lights, public landscaping, and streets and drainage. 5Subject to an annual escalation factor based on the greater of the increase in the annual percentage change in the CPI (6.57%) or five percent (5%). 6Only those Tax Rate Areas that have parcels annexed into it are shown. See the Report for a complete schedule. 7Tax Rate Base Year established FY 2021/22 .
8The City anticipates assuming TR 36760 and 31590 for maintenance in FY 2022/23. Therefore, the applied rate is to build reserves and collect for administration costs.
Traffic Circle Landscaping Without
Monument/Signage Features for
Property Other than Single-Family
Residential7
per angularly allocated landscape
foot
per angularly allocated landscape
foot
Street Maintenance and Drainage for
Single-Family Residential7
Special Tax
Revenue
per proportional front footage per proportional front footage Adjustment to
Maximum1
Service CFDs
Non-Residential Landscaping
per square foot per square foot
Maximum Applied Maximum1 Applied
FY 2021/22 FY 2022/23 No. of Parcels
Levied
Change in
Applied District
Residential Landscaping
CFD No. 2014-01 (Maintenance Services)4,5
Tax Rate Area6
Proposed Annual Special Tax Rates
per parcel per parcel
per proportional front footage per proportional front footage Residential Street Lighting
Non-Residential Street Lighting
Maximum Applied Maximum1 Applied
$ 14,336.11 $ 14,336.11 $ 14,622.83 $ 11,099.55 2.00% $ (3,236.56) $ 366,174.00 $ 14,336.11 $ 10,483.91 $ 14,622.83 $ - 2.00% $ (10,483.91) $ 3,500.00 $ 1,644.03 $ 3,500.00 $ 2,699.65 0.00% $ 1,055.62 3 $ 198,937.50 $ 3,500.00 $ - $ 3,500.00 $ - 0.00% $ -
$ 4,450.00 $ 838.20 $ 4,450.00 $ 777.29 $ (60.91) 6 $ 62,299.58 $ 3,850.00 738.69-
745.20 $ 3,850.00 $ 685.01 0.00% (53.68) to
(60.19)
27 $43,292.72
per acre per acre
0.00%
Bonded CFDs
per acre per acre
per acre per acre
No. of Parcels
Levied
Special Tax
Revenue
25 1 Maximum rates are based on a predetermined formula as outlined in the Rate and Method of Apportionment for each CFD. The Annual Adjustment Rate was approved by the Qualified Electors (landowners or registered voters).
2 Subject to an annual adjustment of the Maximum Special Tax equal to two percent (2%). 3 Tax Increment, in accordance with the Agency Towngate Agreement (see the Report) fully or partially offsets the special tax requirement. 4 Range of applied special tax to account for delinquencies at the time of Report approval. Lowest tax rate will be used if the deliquent taxes are paid prior to submission to the County for submission on property tax roll.
Proposed Annual Special Tax Rates
Undeveloped
IA No. 1 of CFD No. 7
Developed
Undeveloped
FY 2021/22 FY 2022/23 Adjustment to
Maximum1
Change in
District Applied
CFD No. 87-1 IA1 (Towngate)3
Area 1
Area 24
CFD No. 5 (Stoneridge)2
Developed
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NOTIFICATION
Posting of the agenda.
PREPARATION OF STAFF REPORT
Prepared By: Department Head Approval:
Kimberly Ganimian Brian Mohan
Special Districts Division Manager Assistant City Manager Concurred By:
Michael Lloyd, P.E.
Public Works Director/City Engineer
CITY COUNCIL GOALS
Public Facilities and Capital Projects. Ensure that needed public facilities, roadway improvements, and other infrastructure improvements are constructed and maintained.
Positive Environment. Create a positive environment for the development of Moreno Valley's future.
Community Image, Neighborhood Pride and Cleanliness. Promote a sense of community pride and foster an excellent image about our City by developing and executing programs which will result in quality development, enhanced neighborhood preservation efforts, including home rehabilitation and neighborhood restoration.
CITY COUNCIL STRATEGIC PRIORITIES
1. Economic Development
2. Public Safety
3. Library
4. Infrastructure
5. Beautification, Community Engagement, and Quality of Life
6. Youth Programs
See the Discussion section above for details of how this action supports the City Council’s Strategic Priorities.
ATTACHMENTS
To view large attachments, please click your “bookmarks” on the left hand side of this document for the necessary attachment.
1. Resolution for CFD No. 5
2. Resolution for CFD No. 7
3. Resolution for CFD No. 87-1 IA1
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4. Resolution for CFD No. 2014-01
5. Resolution for CFD No. 4-M
6. Boundary Maps
APPROVALS
Budget Officer Approval ✓ Approved . 6/07/22 12:59 PM
City Attorney Approval ✓ Approved .
City Manager Approval ✓ Approved . 6/07/22 1:28 PM
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1 Resolution No. 2022-__
Date Adopted: June 21, 2022
RESOLUTION NO. 2022-___
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MORENO VALLEY, CALIFORNIA, APPROVING THE
CONTINUATION OF THE COMMUNITY FACILITIES
DISTRICT NO. 5 OF THE CITY OF MORENO VALLEY
MAXIMUM AND APPLIED SPECIAL TAX RATES FOR
FISCAL YEAR 2022/23, AND CALCULATION THEREOF
WHEREAS, the City Council of the City of Moreno Valley, California, did form Community Facilities District No. 5 of the City of Moreno Valley (“CFD No. 5” or “District”) pursuant to the terms and provisions of the “Mello-Roos Community Facilities Act of 1982”, as amended, being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California; and
WHEREAS, following approval by the qualified electors of the District, the legislative body did adopt Ordinance No. 701 (“Ordinance”) to authorize a levy of a special tax within CFD No. 5; and
WHEREAS, on May 31, 2007, the City of Moreno Valley issued the Community Facilities District No. 5, 2007 Special Tax Bonds in the amount of $5,870,000; and WHEREAS, the legislative body of the District determined that it would be prudent in the management of the fiscal affairs of the District to issue bonds for the purpose of refunding the Original Bonds; and
WHEREAS, on December 7, 2021, the legislative body adopted Resolution No. 2021-81, which authorized the issuance of Special Tax Refunding Bonds for the District to accomplish a net reduction in the debt service requirement, and approved the Bond Indenture terms and conditions pertaining to the issuance of $4,795,000 for CFD No. 5; and
WHEREAS, the Ordinance authorizes the legislative body, by resolution, to annually determine the special tax to be levied in the District; provided, however, the special tax to be levied shall not exceed the maximum special tax rate authorized to be levied pursuant to the Rate and Method of Apportionment (“RMA”); and WHEREAS, the Riverside County Auditor-Controller’s Office requires the adoption of a resolution for submission with the annual special taxes for placement on the Riverside County property tax bills; and
WHEREAS, the maximum annual special tax for developed and undeveloped property has been established by the RMA at $10,652.00 per acre for fiscal year (FY) 2006/07. Per the RMA, the maximum annual special tax shall be increased by an A.17.a
Packet Pg. 433 Attachment: Resolution for CFD No. 5 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 2 Resolution No. 2022-__
Date Adopted: June 21, 2022
amount equal to two percent (2%) each fiscal year in order to meet the annual special tax requirement; and
WHEREAS, the annual special tax requirement shall be applied first to developed properties based on the maximum special tax rate; and WHEREAS, if additional monies are required to fund the annual special tax requirement, then the special tax shall be applied proportionately to all undeveloped properties; and
WHEREAS, the City Council has determined that continuing the calculation of the applied special tax and application of the special tax, as previously approved by the qualified electors, for each applicable assessable parcel of real property within the District, consistent with the RMA, will provide the necessary and equitable revenue stream to fund the obligations of the District for FY 2022/23; and WHEREAS, the calculation of the special tax is in compliance with laws pertaining to the levy of the special taxes; and
WHEREAS, the special tax is levied without regard to property valuation; and WHEREAS, Government Code §53410 requires that on or after January 1, 2001, any bond measure that is subject to voter approval that would provide for the sale of bonds by a local agency shall provide accountability measures; and WHEREAS, Government Code §54311 requires the chief fiscal officer of the issuing local agency to file an Annual Bond Accountability Report with its governing body no later than January 1, 2002, and at least once a year thereafter; and WHEREAS, the City has prepared and submitted the Annual Special Tax and Bond Accountability Report (“Report”) for FY 2022/23, which identifies the maximum and applied special tax rates, in an amount not to exceed the maximum special tax, and the calculation thereof; and
WHEREAS, the Report is on file in the office of the City Treasurer/Chief Financial Officer (“CFO”) and is incorporated herein by this reference; and WHEREAS, the annual special taxes shall be submitted to the Riverside County Auditor-Controller’s Office, to be levied on the property tax bills of parcels subject to the special tax.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MORENO
VALLEY, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
1. Incorporation of Recitals. The foregoing recitals are true and correct and incorporated herein by this reference.
A.17.a
Packet Pg. 434 Attachment: Resolution for CFD No. 5 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 3 Resolution No. 2022-__
Date Adopted: June 21, 2022
2. Approval of Report. The above referenced Report, on file in the office of the City’s CFO, is approved as filed, as the Report may have been modified by order of the City Council.
3. Maximum Special Tax Rate. The FY 2022/23 maximum special tax rate for developed and undeveloped properties is set at $14,622.83 per acre.
4. Applied Special Tax Rate for Developed Properties. The FY 2022/23 applied special tax rate for developed properties is set at $11,099.55 per acre.
5. Applied Special Tax Rate for Undeveloped Properties. The FY 2022/23 applied special tax rate for undeveloped properties is set at $0 per acre.
6. Confirming the Rates. The maximum and applied special tax rates are hereby confirmed for each parcel of real property within the District, as set forth in the Report.
7. Collection of Special Taxes. The special taxes set forth in the Report, shall be collected in the same manner as ad valorem property taxes and shall be subject to the same penalties, procedures, sale and lien priority in any case of delinquency as applicable for ad valorem taxes; provided, however, the District may utilize a direct billing procedure for any special taxes that cannot be collected on the County tax roll or may, by resolution, elect to collect the special taxes at a different time or in a different manner if necessary to meet its financial obligations.
8. Compliance with Government Code. This legislative body hereby submits the Report in compliance with the above mentioned Government Code Sections, and that the Report shall remain on file with the CFO for review by the public upon request.
9. Modifications. The CFO is authorized to adjust the special taxes levied on the property tax roll in the event there are parcel changes, clerical errors, new parcels annexed into the District, or other adjustments as may be necessary between the date the special taxes were calculated and the date the fixed charges are submitted to the County of Riverside, provided the applied special tax rate does not exceed the maximum special tax rate and is in compliance with the RMA.
10.Severability. If any provision of this Resolution or the application of any such provision is held invalid, such invalidity shall not affect other provisions or applications of this Resolution that can be given effect without the invalid provision or application, and to this end the provisions of this Resolution are severable and that the City Council declares that it would have adopted this Resolution irrespective of the invalidity of any particular portion of this Resolution.
A.17.a
Packet Pg. 435 Attachment: Resolution for CFD No. 5 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 4 Resolution No. 2022-__
Date Adopted: June 21, 2022
11.Certified Copy. The City Clerk is hereby ordered to forward a certified copy of this Resolution to the County of Riverside and to take such actions as are required for the collection of the tax.
12.Certification. The City Clerk shall certify to the adoption of this Resolution.
13.Effective Date. This Resolution shall become effective immediately upon its adoption.
A.17.a
Packet Pg. 436 Attachment: Resolution for CFD No. 5 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 5 Resolution No. 2022-__
Date Adopted: June 21, 2022
APPROVED AND ADOPTED this 21st day of June 2022.
________________________________
Mayor of the City of Moreno Valley
ATTEST:
____________________________
City Clerk
APPROVED AS TO FORM:
____________________________
City Attorney
A.17.a
Packet Pg. 437 Attachment: Resolution for CFD No. 5 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 6 Resolution No. 2022-__
Date Adopted: June 21, 2022
RESOLUTION JURAT
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF MORENO VALLEY )
I, Paul Bradvica, Deputy City Clerk of the City of Moreno Valley, California, do hereby certify that Resolution No. 2022-___ was duly and regularly adopted by the City Council of the City of Moreno Valley at a regular meeting thereof held on the 21st day of June 2022 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
(Council Members, Mayor Pro Tem and Mayor)
___________________________________
CITY CLERK
(SEAL)
A.17.a
Packet Pg. 438 Attachment: Resolution for CFD No. 5 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 1 Resolution No. 2022-___
Date Adopted: June 21, 2022
RESOLUTION NO. 2022-__
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MORENO VALLEY, CALIFORNIA, APPROVING THE
CONTINUATION OF THE IMPROVEMENT AREA NO. 1 OF
COMMUNITY FACILITIES DISTRICT NO. 7, OF THE CITY
OF MORENO VALLEY MAXIMUM AND APPLIED SPECIAL
TAX RATES FOR FISCAL YEAR 2022/23, AND
CALCULATION THEREOF
WHEREAS, the City Council of the City of Moreno Valley, California, did form Improvement Area No. 1 of Community Facilities District No. 7 of the City of Moreno Valley (“IA1 of CFD No. 7” or “District”) pursuant to the terms and provisions of the “Mello-Roos Community Facilities Act of 1982”, as amended, being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California; and WHEREAS, following approval by the qualified electors of the District, the legislative body did adopt Ordinance No. 911 (“Ordinance”) to authorize a levy of a special tax within IA1 of CFD No. 7; and
WHEREAS, on September 15, 2016, the City of Moreno Valley issued the Improvement Area No. 1 of Community Facilities District No. 7 of the City of Moreno Valley Special Tax Bonds in the amount of $3,265,000; and WHEREAS, the Ordinance authorizes the legislative body, by resolution, to annually determine the special tax to be levied in the District; provided, however, the special tax to be levied shall not exceed the maximum special tax rate authorized to be levied pursuant to the Amended and Restated Rate and Method of Apportionment (“RMA”); and
WHEREAS, the Riverside County Auditor-Controller’s Office requires the adoption of a resolution for submission with the annual special taxes for placement on the Riverside County property tax bills; and
WHEREAS, the maximum annual special tax rate for developed and undeveloped property has been established by the RMA at $3,500 per acre. There is no escalator clause for the maximum special tax rate; and WHEREAS, the City Council has determined that continuing the calculation of the applied special tax and application of the special tax, as previously approved by the qualified electors, for each applicable assessable parcel of real property within the District, consistent with the RMA, will provide the necessary and equitable revenue stream to fund the obligations of the District for fiscal year (FY) 2022/23; and A.17.b
Packet Pg. 439 Attachment: Resolution for CFD No. 7 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 2 Resolution No. 2022-___
Date Adopted: June 21, 2022
WHEREAS, the City, acting for and on behalf of itself and the CFD, and the property owners entered into an Area Drainage Plan (“ADP”) Fee Agreement under which the City agreed to transfer local ADP fees paid by future annexation property owners, who made payment of the ADP fees in lieu of annexing into the CFD, to the CFD and such payments will be used to offset the special tax requirement; and WHEREAS, to satisfy the special tax requirement, the special tax shall be levied proportionately on (i) each assessor’s parcel of annexed property up to 100% of the applicable maximum special tax, and (ii) each assessor’s parcel of developed property up to 100% of the applicable maximum special tax; and
WHEREAS, if additional monies are required to fund the annual special tax requirement, then the special tax shall be applied proportionately to all undeveloped properties up to the maximum special tax; and
WHEREAS, the calculation of the special tax is in compliance with laws pertaining to the levy of the special taxes; and
WHEREAS, the special tax is levied without regard to property valuation; and WHEREAS, Government Code §53410 requires that on or after January 1, 2001, any bond measure that is subject to voter approval that would provide for the sale of bonds by a local agency shall provide accountability measures; and WHEREAS, Government Code §54311 requires the chief fiscal officer of the issuing local agency to file an Annual Bond Accountability Report with its governing body no later than January 1, 2002, and at least once a year thereafter; and WHEREAS, the City has prepared and submitted the Annual Special Tax and Bond Accountability Report (“Report”) for FY 2022/23, which identifies the maximum and applied special tax rates, in an amount not to exceed the maximum special tax rate, and the calculation thereof; and
WHEREAS, the Report is on file in the office of the City Treasurer/Chief Financial Officer (“CFO”) and is incorporated herein by this reference as if fully set forth; and WHEREAS, the annual special taxes shall be submitted to the Riverside County Auditor-Controller’s Office, to be levied on the property tax bills of parcels subject to the special tax.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MORENO
VALLEY, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
1. Incorporation of Recitals. The foregoing recitals are true and correct and incorporated herein by this reference.
A.17.b
Packet Pg. 440 Attachment: Resolution for CFD No. 7 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 3 Resolution No. 2022-___
Date Adopted: June 21, 2022
2. Approval of Report. The above referenced Report, on file in the office of the City’s CFO, is approved as filed, as the Report may have been modified by order of the City Council.
3. Maximum Special Tax Rate. The FY 2022/23 maximum special tax for developed and undeveloped properties is set at $3,500 per acre.
4. Applied Special Tax Rate for Developed Properties. The FY 2022/23 applied special tax for developed properties is set at $2,699.65 per acre.
5. Applied Special Tax Rate for Undeveloped Properties. The FY 2022/23 applied special tax for undeveloped properties is set at $0.00 per acre.
6. Confirming the Rates. The maximum and applied special tax rates are hereby confirmed for each parcel of real property within the District, as set forth in the Report.
7. Collection of Special Taxes. The special taxes set forth in the Report, shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale and lien priority in the case of delinquency as is provided for ad valorem taxes, unless another procedure is adopted by the City Council. In addition, the provisions of Section 53356.1 of the Act shall apply to delinquent special tax payments. The CFO is hereby authorized and directed to provide all necessary information to the Treasurer and Tax Collector of Riverside County and to otherwise take all actions necessary in order to effect proper billing and collection of the special tax, so that the special tax shall be levied and collected in sufficient amounts and at the times necessary to satisfy the financial obligations of IA1 of CFD No. 7 in each FY.
8. Compliance with Government Code. This legislative body hereby submits the Report in compliance with the above mentioned Government Code Sections, and that the Report shall remain on file with the CFO for review by the public upon request.
9. Modifications. The CFO is authorized to adjust the special taxes levied on the property tax roll in the event there are parcel changes, clerical errors, new parcels annexed into the District, or other adjustments as may be necessary between the date the special taxes were calculated and the date the fixed charges are submitted to the County of Riverside, provided the applied special tax rate does not exceed the maximum special tax rate and is in compliance with the RMA.
10.Severability. If any provision of this Resolution or the application of any such provision is held invalid, such invalidity shall not affect other provisions or applications of this Resolution that can be given effect without the invalid A.17.b
Packet Pg. 441 Attachment: Resolution for CFD No. 7 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 4 Resolution No. 2022-___
Date Adopted: June 21, 2022
provision or application, and to this end the provisions of this Resolution are severable and that the City Council declares that it would have adopted this Resolution irrespective of the invalidity of any particular portion of this Resolution.
11.Certified Copy. The City Clerk is hereby ordered to forward a certified copy of this Resolution to the County of Riverside and to take such actions as are required for the collection of the tax.
12.Certification. The City Clerk shall certify to the adoption of this Resolution.
13.Effective Date. This Resolution shall become effective immediately upon its adoption.
APPROVED AND ADOPTED this 21st day of June 2022.
________________________________
Mayor of the City of Moreno Valley
ATTEST:
____________________________
City Clerk
APPROVED AS TO FORM:
____________________________
City Attorney
A.17.b
Packet Pg. 442 Attachment: Resolution for CFD No. 7 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 5 Resolution No. 2022-___
Date Adopted: June 21, 2022
RESOLUTION JURAT
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF MORENO VALLEY )
I, Pat Jacquez-Nares, City Clerk of the City of Moreno Valley, California, do hereby certify that Resolution No. 2022-___ was duly and regularly adopted by the City Council of the City of Moreno Valley at a regular meeting thereof held on the 21st day of June 2022 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
(Council Members, Mayor Pro Tem and Mayor)
___________________________________
CITY CLERK
(SEAL)
A.17.b
Packet Pg. 443 Attachment: Resolution for CFD No. 7 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 1 Resolution No. 2022-___
Date Adopted: June 21, 2022
RESOLUTION NO. 2022-__
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MORENO VALLEY, CALIFORNIA, APPROVING THE
CONTINUATION OF THE IMPROVEMENT AREA NO. 1 OF
COMMUNITY FACILITIES DISTRICT NO. 87-1 OF THE
CITY OF MORENO VALLEY MAXIMUM AND APPLIED
SPECIAL TAX RATES FOR FISCAL YEAR 2022/23, AND
CALCULATION THEREOF
WHEREAS, the City Council of the City of Moreno Valley, California, formed Improvement Area No. 1 of Community Facilities District (CFD) No. 87-1 of the City of Moreno Valley (“CFD No. 87-1 IA1” or “District”) pursuant to the terms and provisions of the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California; and WHEREAS, following approval by the qualified electors of the District, the legislative body did adopt Resolution No. 93-16 approving the Bond Indenture terms and conditions pertaining to the issuance of the $5,000,000 CFD No. 87-1 IA1 Special Tax Bonds (“Original Bonds”); and
WHEREAS, the legislative body of the District determined that it would be prudent in the management of the fiscal affairs of the District to issue bonds for the purpose of refunding the Original Bonds; and
WHEREAS, on October 23, 2007, the legislative body adopted Resolution No. 2007-120, which authorized the issuance of Special Tax Refunding Bonds for the District to accomplish a net reduction in the debt service requirement, and approved the Bond Indenture terms and conditions pertaining to the issuance of $4,075,000 for CFD No. 87-1 IA1; and
WHEREAS, Ordinance No. 392 authorizes the City Council, by resolution, to annually determine the special tax to be levied in the District; provided, however the special tax to be levied shall not exceed the authorized maximum special tax to be levied pursuant to the Rate and Method of Apportionment (the “RMA”); and WHEREAS, the Riverside County Auditor-Controller’s Office requires the adoption of a resolution for submission with the annual special taxes for placement on the Riverside County property tax bills; and
WHEREAS, the approved RMA for CFD No. 87-1 IA1 provides that the maximum special tax rates for CFD No. 87-1 IA1 shall be uniformly applied to the property in an amount not to exceed $4,450 per net acre for Tax Rate Area 1 and in an amount not to exceed $3,850 per net acre for Tax Rate Area 2. There is no escalator clause for the special tax rates; and
A.17.c
Packet Pg. 444 Attachment: Resolution for CFD No. 87-1 IA1 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 2 Resolution No. 2022-___
Date Adopted: June 21, 2022
WHEREAS, the former Community Redevelopment Agency (the “Agency”) entered into an agreement with the City on behalf of CFD No. 87-1 and CFD No. 87-1 IA1 entitled “Agency Improvement Area Agreement” under which the Agency agreed to make payments to CFD No. 87-1 IA1 from tax increment (TI) revenues from the redevelopment project area to offset or reduce the applied special tax; and WHEREAS, given the dissolution of the Agency in June of 2011 through California State Legislative trailer bills AB 1x 26 and AB 1x 27, and the process to discharge the obligation of the Agency, the City, as Successor Agency to the former Agency, must annually submit for approval to the Riverside Countywide Oversight Board (the “Oversight Board”) a Recognized Obligation Payment Schedule (the “ROPS”), which identifies the amount of available TI payable toward the CFD No. 87-1 IA1 special tax; and
WHEREAS, in the event the Oversight Board does not approve the ROPS or payment of TI in any given fiscal year, the City can submit a special tax amount sufficient to meet the special tax requirement to the County for collection on the property tax bills provided it does not exceed the maximum special tax; and WHEREAS, the Oversight Board has approved the TI payment for fiscal year (FY) 2022/23 through June 2023; and
WHEREAS, the City Council has determined that continuing the calculation of the applied special tax and application of the special tax, as previously approved by the qualified electors, for each applicable assessable parcel of real property within the District, consistent with the RMA, will provide the necessary and equitable revenue stream to fund the obligations of the District for FY 2022/23; and WHEREAS, the calculation of the special tax is in compliance with the laws pertaining to the levy of the special tax; and
WHEREAS, the special tax is levied without regard to property valuation; and WHEREAS, California Government Code §53410 requires that on or after January 1, 2001, any local bond measure that is subject to voter approval that would provide for the sale of bonds by a local agency shall provide accountability measures; and
WHEREAS, California Government Code §53411 requires the chief fiscal officer of the issuing local agency file an Annual Bond Accountability Report with its governing body no later than January 1, 2002, and at least once a year thereafter; and WHEREAS, the City has prepared and submitted the Annual Special Tax and Bond Accountability Report (the “Report”) for FY 2022/23, which identifies the maximum A.17.c
Packet Pg. 445 Attachment: Resolution for CFD No. 87-1 IA1 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 3 Resolution No. 2022-___
Date Adopted: June 21, 2022
and applied annual special tax rates, in an amount not to exceed the maximum special tax rates, and the calculation thereof; and
WHEREAS, the Report is on file in the office of the City Treasurer/Chief Financial Officer (the “CFO”) and is incorporated herein by this reference; and WHEREAS, the annual special taxes shall be submitted to the Riverside County Auditor-Controller’s Office to be levied on the property tax bills of parcels subject to the special tax.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MORENO
VALLEY, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
1. Incorporation of Recitals. The foregoing recitals are true and correct and incorporated herein by this reference.
2. Approval of Report. The above referenced Report, on file in the office of the City’s CFO, is approved as filed, as the Report may have been modified by order of the City Council.
3. Maximum Special Tax Rate for Tax Rate Area 1. The FY 2022/23 maximum special tax rate for properties located within Tax Rate Area 1 is set at $4,450 per taxable acre for parcels within Tax Rate Area 1.
4. Applied Special Tax Rate for Tax Rate Area 1. The FY 2022/23 applied special tax rate for properties located within Tax Rate Area 1 is set at $777.29 per taxable acre for parcels within Tax Rate Area 1.
5. Maximum Special Tax Rate for Tax Rate Area 2. The FY 2022/23 maximum special tax rate for properties located within Tax Rate Area 2 is set at $3,850 per taxable acre for parcels within Tax Rate Area 2.
6. Applied Special Tax Rate for Tax Rate Area 2. The FY 2022/23 applied special tax rate for properties located within Tax Rate Area 2 is set at $685.01 per taxable acre for parcels within Tax Rate Area 2.
7. Confirming the Rates. The maximum and applied special tax rates are hereby confirmed for each parcel of real property within the District, as set forth in the Report.
8. Collection of Special Taxes. The special tax rates set forth in the Report, shall be collected in the same manner as ordinary ad valorem taxes are collected and shall be subject to the same penalties and the same procedure, and sale and lien priority in case of delinquency as is provided for ad valorem taxes.
A.17.c
Packet Pg. 446 Attachment: Resolution for CFD No. 87-1 IA1 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 4 Resolution No. 2022-___
Date Adopted: June 21, 2022
9. Compliance with Government Code. This legislative body hereby submits the Report in compliance with the above mentioned Government Code Sections, and that the Report shall remain on file in the office of the City’s CFO for review by the public upon request.
10.Modifications. The CFO is authorized to adjust the special taxes levied on the property tax roll in the event there are parcel changes, clerical errors, new parcels annexed into the District, or other adjustments as may be necessary between the date the special taxes were calculated and the date the fixed charges are submitted to the County of Riverside, provided the applied special tax rate does not exceed the maximum special tax rate and is in compliance with the RMA.
11.Severability. If any provision of this Resolution or the application of any such provision is held invalid, such invalidity shall not affect other provisions or applications of this Resolution that can be given effect without the invalid provision or application, and to this end the provisions of this Resolution are severable and that the City Council declares that it would have adopted this Resolution irrespective of the invalidity of any particular portion of this Resolution.
12.Certified Copy. The City Clerk is hereby ordered to forward a certified copy of this Resolution to the County of Riverside and to take such actions as are required for the collection of the tax.
13.Certification. The City Clerk shall certify to the adoption of this Resolution.
14.Effective Date. This Resolution shall become effective immediately upon its adoption.
A.17.c
Packet Pg. 447 Attachment: Resolution for CFD No. 87-1 IA1 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 5 Resolution No. 2022-___
Date Adopted: June 21, 2022
APPROVED AND ADOPTED this 21st day of June 2022.
________________________________
Mayor of the City of Moreno Valley
ATTEST:
____________________________
City Clerk
APPROVED AS TO FORM:
____________________________
City Attorney
A.17.c
Packet Pg. 448 Attachment: Resolution for CFD No. 87-1 IA1 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 6 Resolution No. 2022-___
Date Adopted: June 21, 2022
RESOLUTION JURAT
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF MORENO VALLEY )
I, Paul Bradvica, Deputy City Clerk of the City of Moreno Valley, California, do hereby certify that Resolution No. 2022-___ was duly and regularly adopted by the City Council of the City of Moreno Valley at a regular meeting thereof held on the 21st day of June 2022 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
(Council Members, Mayor Pro Tem and Mayor)
___________________________________
CITY CLERK
(SEAL)
A.17.c
Packet Pg. 449 Attachment: Resolution for CFD No. 87-1 IA1 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 1 Resolution No. 2022-___
Date Adopted: June 21, 2022
RESOLUTION NO. 2022-__
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MORENO VALLEY, CALIFORNIA, APPROVING THE
CONTINUATION OF THE COMMUNITY FACILITIES
DISTRICT NO. 2014-01 (MAINTENANCE SERVICES)
MAXIMUM AND APPLIED TAX SPECIAL TAX RATES FOR
FISCAL YEAR 2022/23, AND CALCULATION THEREOF
WHEREAS, the City Council of the City of Moreno Valley, California, did form City of Moreno Valley Community Facilities District No. 2014-01 (Maintenance Services) (“CFD No. 2014-01” or “District”) pursuant to the terms and provisions of the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California; and WHEREAS, following approval by the qualified electors of the District, the legislative body did adopt Ordinance No. 874 approving the rate and method of apportionment of special tax (“RMA”) to authorize a levy of special taxes within CFD No. 2014-01; and
WHEREAS, on October 28, 2014, the legislative body did adopt Ordinance No. 882, providing for future annexation to the District and adopting the First Amended and Restated RMA which provides tax rates for single-family residential parcels served by typical street light and landscape improvements; and
WHEREAS, the legislative body did adopt Ordinance No. 889 on February 10, 2015, providing for future annexation to the District and adopting the Second Amended and Restated RMA which provides for the equitable apportionment of the tax with respect to single-family residential parcels and the equitable apportionment of the tax with respect to non-single-family residential parcels; and WHEREAS, the legislative body did adopt Ordinance No. 980 on April 20, 2021, providing for future annexation to the District and adopting the Third Amended and Restated RMA which provides for the equitable apportionment of taxes to fund services associated with perimeter street lights, traffic circles, drainage improvements and roads; and
WHEREAS, the Ordinance No. 874, Ordinance No. 882, Ordinance No. 889, and Ordinance No. 980 authorize the legislative body, by resolution, to annually determine the special tax to be levied in the District; provided, however, the special tax to be levied shall not exceed the maximum special tax authorized to be levied pursuant to the RMA; and
WHEREAS, the Riverside County Auditor-Controller’s Office requires the adoption of a resolution for submission with the annual special taxes for placement on the Riverside County property tax bills; and
A.17.d
Packet Pg. 450 Attachment: Resolution for CFD No. 2014-01 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 2 Resolution No. 2022-__
Date Adopted: June 21, 2022
WHEREAS, for fiscal year (FY) 2014/15, the maximum special tax rates for taxable property in SL-01A (Single-Family Residential Street Lighting) and SL-02 (Street Lighting for Property Other than Single-Family Residential) were as follows:
Tax Rate Area No. Rate
SL-01A (Single-Family Residential Street Lighting,
Perimeter and Interior Street Lighting)
$197.39 per Single-Family Residential Parcel
SL-02 (Street Lighting for Property Other than SingleFamily Residential) $3.25 per Proportional Front Footage WHEREAS, for FY 2021/22, the maximum special tax rates for taxable property in SL-01B (Single-Family Residential Street Lighting, Perimeter Street Lighting Only) is as follows:
Tax Rate Area No. Rate
SL-01B (Single-Family Residential Street Lighting,
Perimeter Street Lighting Only)
$87.28 per Single-Family Residential Parcel
WHEREAS, for FY 2014/15, the maximum special tax rates for taxable property in Tax Rate Area No. LM-01 (Single-Family Residential Landscaping) were as follows:
Maintenance
Category Maintenance Ratio
Rate per SingleFamily Residential
Parcel
LM-01A Less than or equal to 20 square feet per Single-Family Residential Parcel $14.19
LM-01B 21 - 40 square feet per Single-Family Residential Parcel $42.58 LM-01C 41 - 70 square feet per Single-Family Residential Parcel $78.06 LM-01D 71 - 110 square feet per Single-Family Residential Parcel $127.73 LM-01E 111 - 160 square feet per Single-Family Residential Parcel $191.60 LM-01F 161 - 220 square feet per Single-Family Residential Parcel $269.66 LM-01G 221 - 290 square feet per Single-Family Residential Parcel $361.91 LM-01H 291 - 370 square feet per Single-Family Residential Parcel $468.36 LM-01I 371 - 460 square feet per Single-Family Residential Parcel $589.00 LM-01J 461 - 560 square feet per Single-Family Residential Parcel $723.83 LM-01K 561 - 670 square feet per Single-Family Residential Parcel $872.85 LM-01L 671 - 790 square feet per Single-Family Residential Parcel $1,036.07 LM-01M 791 - 920 square feet per Single-Family Residential Parcel $1,213.48 LM-01N 921 – 1,060 square feet per Single-Family Residential Parcel $1,405.08 LM-01O 1,061 – 1,210 square feet per Single-Family Residential Parcel $1,610.87 LM-01P 1,211 – 1,370 square feet per Single-Family Residential Parcel $1,830.86 LM-01Q 1,371 – 1,540 square feet per Single-Family Residential Parcel $2,065.04 LM-01R 1,541 – 1,720 square feet per Single-Family Residential Parcel $2,313.41 LM-01S 1,721 – 1,910 square feet per Single-Family Residential Parcel $2,575.98 LM-01T 1,911 – 2,110 square feet per Single-Family Residential Parcel $2,852.73 A.17.d
Packet Pg. 451 Attachment: Resolution for CFD No. 2014-01 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 3 Resolution No. 2022-__
Date Adopted: June 21, 2022
WHEREAS, for FY 2014/15, the maximum special tax rates for taxable property in Tax Rate Area No. LM-02 (Landscaping for Property Other than Single-Family Residential) were as follows:
WHEREAS, for FY 2021/22, the maximum special tax rates for taxable property in Tax Rate Area No. TC-01 (Traffic Circle Landscaping without Monument/Signage Features for Single-Family Residential) are as follows:
WHEREAS, for FY 2021/22, the maximum special tax rates for taxable property in Tax Rate Area No. TC-02 (Traffic Circle Landscaping with Monument/Signage Features for Single-Family Residential) are as follows:
Maintenance
Category Maintenance Description Rate per Proportional Front Footage LM-02A Median(s) (other than Medians-Shared) $10.94
LM-02B Median(s)-Shared $5.47
LM-02C Parkway(s) $13.48
Maintenance
Category Maintenance Ratio
Rate per SingleFamily Residential
Parcel
TC-01A Less than or equal to 20 square feet per Single-Family Residential Parcel $23.73
TC-01B 21 - 40 square feet per Single-Family Residential Parcel $71.28 TC-01C 41 - 70 square feet per Single-Family Residential Parcel $130.73 TC-01D 71 - 110 square feet per Single-Family Residential Parcel $213.93 TC-01E 111 - 160 square feet per Single-Family Residential Parcel $320.90 TC-01F 161 - 220 square feet per Single-Family Residential Parcel $451.65 TC-01G 221 - 290 square feet per Single-Family Residential Parcel $606.20 TC-01H 291 - 370 square feet per Single-Family Residential Parcel $784.50 TC-01I 371 - 460 square feet per Single-Family Residential Parcel $986.60 TC-01J 461 - 560 square feet per Single-Family Residential Parcel $1,212.48 TC-01K 561 - 670 square feet per Single-Family Residential Parcel $1,462.08 TC-01L 671 - 790 square feet per Single-Family Residential Parcel $1,735.50 TC-01M 791 - 920 square feet per Single-Family Residential Parcel $2,032.68 TC-01N 921 – 1,060 square feet per Single-Family Residential Parcel $2,353.63 A.17.d
Packet Pg. 452 Attachment: Resolution for CFD No. 2014-01 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 4 Resolution No. 2022-__
Date Adopted: June 21, 2022
WHEREAS, for FY 2021/22, the maximum special tax rates for Traffic Circle Landscaping for Property Other than Single-Family Residential are as follows:
Tax Rate Area No. Rate
TC-03 (Without Monument/Signage Features) $36.58 per Angularly Allocated Landscape Foot TC-04 (With Monument/Signage Features) $43.89 per Angularly Allocated Landscape Foot WHEREAS, for FY 2021/22, the maximum special tax rates for taxable property in Tax Rate Area No. SD-01 (Street Maintenance and Drainage for Single-Family Residential) are as follows:
WHEREAS, per the RMA as amended and authorized by the qualified electors, the maximum annual special tax shall be increased annually, beginning the year following the base year, as defined in the RMA, by the greater of the increase in the annual percentage change in the Consumer Price Index (CPI) for All Urban Consumers for the Los Angeles-Riverside-Orange County Region as published by the Department of Labor’s Bureau of Labor Statistics or five percent (5%); and WHEREAS, the City Council has determined that continuing the calculation of the applied special tax and application of the special tax, as previously approved by the Maintenance
Category Maintenance Ratio
Rate per SingleFamily Residential
Parcel
TC-02A
Less than or equal to 20 square feet per Single-Family
Residential Parcel $37.96
TC-02B 21 - 40 square feet per Single-Family Residential Parcel $114.04 TC-02C 41 - 70 square feet per Single-Family Residential Parcel $209.16 TC-02D 71 - 110 square feet per Single-Family Residential Parcel $342.28 TC-02E 111 - 160 square feet per Single-Family Residential Parcel $513.44 TC-02F 161 - 220 square feet per Single-Family Residential Parcel $722.64 TC-02G 221 - 290 square feet per Single-Family Residential Parcel $969.92 TC-02H 291 - 370 square feet per Single-Family Residential Parcel $1,255.20 TC-02I 371 - 460 square feet per Single-Family Residential Parcel $1,578.56 TC-02J 461 - 560 square feet per Single-Family Residential Parcel $1,939.96 TC-02K 561 - 670 square feet per Single-Family Residential Parcel $2,339.32 TC-02L 671 - 790 square feet per Single-Family Residential Parcel $2,776.80 TC-02M 791 - 920 square feet per Single-Family Residential Parcel $3,252.28 TC-02N 921 – 1,060 square feet per Single-Family Residential Parcel $3,765.80 Maintenance
Category Maintenance Description Maximum Rate
SD-01 Street Maintenance and Drainage
$900 per Taxable Parcel plus
$2.50 per Proportional Curb Foot
A.17.d
Packet Pg. 453 Attachment: Resolution for CFD No. 2014-01 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 5 Resolution No. 2022-__
Date Adopted: June 21, 2022
qualified electors, for each assessable parcel of real property within the District will provide the necessary and equitable revenue stream to fund the services of the District for FY 2022/23; and
WHEREAS, the City Council has determined that continuing the calculation of the maximum special tax rate, including an annual adjustment is necessary; and WHEREAS, the calculation of the special tax is in compliance with laws pertaining to the levy of the special taxes; and
WHEREAS, the special tax is levied without regard to property valuation; and WHEREAS, the City has prepared and submitted the Annual Special Tax Report (“Report”) for FY 2022/23, which identifies the maximum and special tax rates, in an amount not to exceed the maximum special tax, and the calculation thereof; and WHEREAS, the Report is on file in the office of the City Treasurer/Chief Financial Officer (“CFO”) and is incorporated herein by this reference; and WHEREAS, the annual special taxes shall be submitted to the Riverside County Auditor-Controller’s Office, to be levied on the property tax bills of parcels subject to the special tax.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MORENO
VALLEY, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
1. Incorporation of Recitals. The foregoing recitals are true and correct and incorporated herein by this reference.
2. Approval of Report. The above referenced Report, on file in the office of the City’s CFO, is approved as filed, as the Report may have been modified by order of the City Council.
3. Street Lighting Special Tax Rates. The FY 2022/23 maximum and applied special tax rates for taxable properties in Street Lighting Tax Rate Areas are identified in Exhibit “A” attached hereto and incorporated into this Resolution by this reference.
4. Landscaping Special Tax Rates for Single-Family Residential. The FY 2022/23 maximum special tax and applied special tax rates for taxable property in Tax Rate Area No. LM-01 (Single-Family Residential Landscaping) are identified in Exhibit “A”.
5. Landscaping Special Tax Rates for Property Other than Single-Family Residential. The FY 2022/23 maximum special tax and applied special tax rates for taxable property in Tax Rate Area No. LM-02 (Landscaping for Property Other A.17.d
Packet Pg. 454 Attachment: Resolution for CFD No. 2014-01 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 6 Resolution No. 2022-__
Date Adopted: June 21, 2022
than Single-Family Residential) and TC (Traffic Circle Landscaping for Property Other than SFR) are identified in Exhibit “A”.
6. Street Maintenance and Drainage Special Tax Rates for Single-Family Residential. The FY 2022/23 maximum special tax and applied special tax rates for taxable property in Tax Rate Area No. SD-01 (Street Maintenance and Drainage for Single-Family Residential) are identified in Exhibit “A”.
7. Confirming the Rates. The maximum and applied special tax rates are hereby confirmed for each parcel of real property within the District, as set forth in the Report.
8. Collection of Special Taxes. The special taxes set forth in the Report, will be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale, and lien priority in case of delinquency as is provided for ad valorem taxes.
Notwithstanding the forgoing, any special taxes that cannot be collected on the County tax roll, or are not so collected, may be collected through direct billing by the City.
9. Modifications. The CFO is authorized to adjust the special taxes levied on the property tax roll in the event there are parcel changes, clerical errors, new parcels annexed into the District, or other adjustments as may be necessary between the date the special taxes were calculated and the date the fixed charges are submitted to the County of Riverside, provided the applied special tax rate does not exceed the maximum special tax rate and is in compliance with the RMA.
10.Provision of Services. Nothing in this description of services or any Resolution or Ordinance of the City Council shall be construed as committing the City or the District to provide all of the proposed services. The provision of services shall be subject to the availability of sufficient funding through the collection of special tax revenue within the District.
11.Severability. If any provision of this Resolution or the application of any such provision is held invalid, such invalidity shall not affect other provisions or applications of this Resolution that can be given effect without the invalid provision or application, and to this end the provisions of this Resolution are severable and that the City Council declares that it would have adopted this Resolution irrespective of the invalidity of any particular portion of this Resolution.
12.Certified Copy. The City Clerk is hereby ordered to forward a certified copy of this Resolution to the County of Riverside and to take such actions as are required for the collection of the tax.
13.Certification. The City Clerk shall certify to the adoption of this Resolution.
A.17.d
Packet Pg. 455 Attachment: Resolution for CFD No. 2014-01 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 7 Resolution No. 2022-__
Date Adopted: June 21, 2022
14.Effective Date. This Resolution shall become effective immediately upon its adoption.
APPROVED AND ADOPTED this 21st day of June 2022.
________________________________
Mayor of the City of Moreno Valley
ATTEST:
____________________________
City Clerk
APPROVED AS TO FORM:
____________________________
City Attorney
A.17.d
Packet Pg. 456 Attachment: Resolution for CFD No. 2014-01 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 8 Resolution No. 2022-__
Date Adopted: June 21, 2022
RESOLUTION JURAT
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF MORENO VALLEY )
I, Paul Bradvica, City Clerk of the City of Moreno Valley, California, do hereby certify that Resolution No. 2022-___ was duly and regularly adopted by the City Council of the City of Moreno Valley at a regular meeting thereof held on the 21st day of June 2022 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
(Council Members, Mayor Pro Tem and Mayor)
___________________________________
CITY CLERK
(SEAL)
A.17.d
Packet Pg. 457 Attachment: Resolution for CFD No. 2014-01 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 9 Resolution No. 2022-__
Date Adopted: June 21, 2022
Exhibit “A”
FY 2022/23 Special Tax Rates
A.17.d
Packet Pg. 458 Attachment: Resolution for CFD No. 2014-01 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 10 Resolution No. 2022-__
Date Adopted: June 21, 2022 Tax Rate
Area Maintenance Ratio
Unit of
Calculation
LM-01 Single-Family Residential Landscaping per parcel
LM-01A Less than or equal to 20 square feet per Single-Family Residential Parcel $ 21.22 $ - LM-01B 21 - 40 square feet per Single-Family Residential Parcel 63.78 - LM-01C 41 - 70 square feet per Single-Family Residential Parcel 117.00 46.96 LM-01D 71 - 110 square feet per Single-Family Residential Parcel 191.48 - LM-01E 111 - 160 square feet per Single-Family Residential Parcel 287.24 275.00 LM-01F 161 - 220 square feet per Single-Family Residential Parcel 404.30 102.62 LM-01G 221 - 290 square feet per Single-Family Residential Parcel 542.64 122.48 LM-01H 291 - 370 square feet per Single-Family Residential Parcel 702.26 347.68 LM-01I 371 - 460 square feet per Single-Family Residential Parcel 883.18 - LM-01J 461 - 560 square feet per Single-Family Residential Parcel 1,085.36 - LM-01K 561 - 670 square feet per Single-Family Residential Parcel 1,308.82 628.24 LM-01L 671 - 790 square feet per Single-Family Residential Parcel 1,553.58 - LM-01M 791 - 920 square feet per Single-Family Residential Parcel 1,819.60 - LM-01N 921 – 1,060 square feet per Single-Family Residential Parcel 2,106.92 - LM-01O 1,061 – 1,210 square feet per Single-Family Residential Parcel 2,415.50 - LM-01P 1,211 – 1,370 square feet per Single-Family Residential Parcel 2,745.40 - LM-01Q 1,371 – 1,540 square feet per Single-Family Residential Parcel 3,096.58 - LM-01R 1,541 – 1,720 square feet per Single-Family Residential Parcel 3,469.02 - LM-01S 1,721 – 1,910 square feet per Single-Family Residential Parcel 3,862.74 - LM-01T 1,911 – 2,110 square feet per Single-Family Residential Parcel 4,277.74 - LM-02 Landscaping for Property Other than Single-Family Residential per
proportional
front foot
LM-02A Median(s) (other than Median(s)-Shared) 16.36 7.20 LM-02B Median(s) Shared 8.16 4.96
LM-02C Parkway(s) 20.16 -
TC-01 Traffic Circle Landscaping without Monument for SFR per parcel TC-01A Less than or equal to 20 square feet per Single-Family Residential Parcel $ 25.28 $ - TC-01B 21 - 40 square feet per Single-Family Residential Parcel 75.96 - TC-01C 41 - 70 square feet per Single-Family Residential Parcel 139.30 - TC-01D 71 - 110 square feet per Single-Family Residential Parcel 227.98 - TC-01E 111 - 160 square feet per Single-Family Residential Parcel 341.98 - TC-01F 161 - 220 square feet per Single-Family Residential Parcel 481.32 - TC-01G 221 - 290 square feet per Single-Family Residential Parcel 646.02 - TC-01H 291 - 370 square feet per Single-Family Residential Parcel 836.04 - TC-01I 371 - 460 square feet per Single-Family Residential Parcel 1,051.40 - TC-01J 461 - 560 square feet per Single-Family Residential Parcel 1,292.12 - TC-01K 561 - 670 square feet per Single-Family Residential Parcel 1,558.12 - TC-01L 671 - 790 square feet per Single-Family Residential Parcel 1,849.52 - TC-01M 791 - 920 square feet per Single-Family Residential Parcel 2,166.22 - TC-01N 921 – 1,060 square feet per Single-Family Residential Parcel 2,508.26 - TC-02 Traffic Circle Landscaping with Monument for SFR per parcel TC-02A Less than or equal to 20 square feet per Single-Family Residential Parcel $ 40.44 $ - TC-02B 21 - 40 square feet per Single-Family Residential Parcel 121.52 - TC-02C 41 - 70 square feet per Single-Family Residential Parcel 222.90 - TC-02D 71 - 110 square feet per Single-Family Residential Parcel 364.76 - TC-02E 111 - 160 square feet per Single-Family Residential Parcel 547.16 - TC-02F 161 - 220 square feet per Single-Family Residential Parcel 770.10 - TC-02G 221 - 290 square feet per Single-Family Residential Parcel 1,033.64 - TC-02H 291 - 370 square feet per Single-Family Residential Parcel 1,337.66 - TC-02I 371 - 460 square feet per Single-Family Residential Parcel 1,682.26 - TC-02J 461 - 560 square feet per Single-Family Residential Parcel 2,067.40 - TC-02K 561 - 670 square feet per Single-Family Residential Parcel 2,493.00 - TC-02L 671 - 790 square feet per Single-Family Residential Parcel 2,959.22 - TC-02M 791 - 920 square feet per Single-Family Residential Parcel 3,465.94 - TC-02N 921-1,060 square feet per Single-Family Residential Parcel 4,013.20 - TC Traffic Circle Landscaping for Property Other than SFR TC-03 Without Monument/Signage Features 38.98 16.00
TC-04 With Monument/Signage Features 46.76 -
SL-01 Single-Family Residential Street Lighting
SL-01A Perimeter and Interior Street Lighting $ 295.94 $ 40.26 SL-01B Perimeter Street Lighting Only 93.00 -
Street Lighting for
-
Property Other than Single-Family Residential 4.82 0.55 per parcel $ 959.12 $ 959.12
2.66 -
SD-01 Street Maintenance and Drainage per
proportional
curb foot
SL-02
per front linear
foot
Maximum Applied
per angularly
allocated
landscape foot
per parcel
A.17.d
Packet Pg. 459 Attachment: Resolution for CFD No. 2014-01 (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN 1 Resolution No. 2021-___
Date Adopted June 21, 2022
RESOLUTION NO. 2021-___
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MORENO VALLEY, CALIFORNIA, APPROVING THE
CONTINUATION OF THE COMMUNITY FACILITIES
DISTRICT NO. 4-MAINTENANCE OF THE CITY OF
MORENO VALLEY MAXIMUM AND APPLIED SPECIAL
TAX RATES FOR FISCAL YEAR 2022/23, AND
CALCULATION THEREOF
WHEREAS, the City Council of the City of Moreno Valley, California, did form Community Facilities District No. 4-Maintenance of the City of Moreno Valley (“CFD No. 4-M” or “District”) pursuant to the terms and provisions of the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California; and
WHEREAS, following approval by the qualified electors of the District, the legislative body did adopt Ordinance No. 697 (“Ordinance”) approving the rate and method of apportionment of special taxes (RMA) to authorize a levy of a special tax within CFD No. 4-M; and
WHEREAS, the Ordinance authorizes the legislative body, by resolution, to annually determine the special tax to be levied in the District; provided, however, the special tax to be levied does not exceed the maximum special tax authorized to be levied pursuant to the RMA; and
WHEREAS, the City Council adopted Resolution No. 2005-108 authorizing annexation of Territory in the future to CFD No. 4-M; and WHEREAS, annexations to CFD No. 4-M have been conducted by the City following formation of the District; and
WHEREAS, the Riverside County Auditor-Controller’s Office requires the adoption of a resolution for submission with the annual special taxes for placement on the Riverside County property tax bills; and
WHEREAS, the maximum annual special tax rate for developed and undeveloped property has been established by the RMA at $0.00737 per square foot of land area for fiscal year (FY) 2006/07. Per the RMA, the maximum annual special tax shall be increased each fiscal year thereafter, by an amount equal to the Engineering News-Record Building Cost Index for the City of Los Angeles, measured as of the end of the calendar year; and
WHEREAS, the qualified electors authorized an annual adjustment to the maximum special tax rate through prior proceedings; and A.17.e
Packet Pg. 460 Attachment: Resolution for CFD No. 4-M (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 2 Resolution No. 2022-___
Date Adopted: June 21, 2022
WHEREAS, the City Council has determined that continuing the calculation of the applied special tax and application of the special tax, as previously approved by the qualified electors, for each assessable parcel of real property within the District will provide the necessary and equitable revenue stream to fund the services of the District for FY 2022/23; and
WHEREAS, the City Council has determined that continuing the calculation of the maximum special tax rate, including an annual adjustment is necessary; and WHEREAS, the calculation of the special tax is in compliance with laws pertaining to the levy of the special taxes; and
WHEREAS, the special tax is levied without regard to property valuation; and WHEREAS, the City has prepared and submitted the Annual Special Tax Report (“Report”) for FY 2022/23, which identifies the maximum and applied annual special tax rates for each parcel, in an amount not to exceed the maximum special tax, and the calculation thereof; and
WHEREAS, the Report is on file in the office of the City Treasurer/Chief Financial Officer (“CFO”) and is incorporated herein by this reference; and WHEREAS, the annual special taxes shall be submitted to the Riverside County Auditor-Controller’s Office, to be levied on property tax bills of parcels subject to the special tax.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MORENO
VALLEY, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:
1. Incorporation of Recitals. The foregoing recitals are true and correct and incorporated herein by this reference.
2. Approval of Report. The above referenced Report, on file in the office of the City’s CFO, is approved as filed, as the Report may have been modified by order of the City Council.
3. Maximum Special Tax Rate. The FY 2022/23 maximum special tax rate is set at $0.12145 per square foot of land area.
4. Applied Special Tax Rate. The FY 2022/23 the applied special tax rate is set at $0.008776 per square foot of land area.
5. Confirming the Rates. The maximum and applied special tax rates are hereby confirmed for each parcel of real property within the District, as set forth in the Report.
A.17.e
Packet Pg. 461 Attachment: Resolution for CFD No. 4-M (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 3 Resolution No. 2022-___
Date Adopted: June 21, 2022
6. Collection of Special Taxes. The special taxes set forth in the Report, shall be collected on the Riverside County tax roll at the same time and in the same manner as ad valorem property taxes and shall be subject to the same penalties, procedure, sale and lien priority in any case of delinquency as applicable for ad valorem taxes; provided, however, the District may utilize a direct billing procedure for any special taxes that cannot be collected on the Riverside County tax roll or may, by resolution, elect to collect the taxes at a different time or in a different manner if necessary to meet its financial obligations.
7. Modifications. The CFO is authorized to adjust the special taxes levied on the property tax roll in the event there are parcel changes, clerical errors, new parcels annexed into the District, or other adjustments as may be necessary between the date the special taxes were calculated and the date the fixed charges are submitted to the County of Riverside, provided the applied special tax rate does not exceed the maximum special tax rate and is in compliance with the RMA.
8. Provision of Services. Nothing in this description of services or any Resolution or Ordinance of the City Council shall be construed as committing the City or the District to provide all of the proposed services. The provision of services shall be subject to the availability of sufficient funding through the collection of special tax revenue within the District.
9. Severability. If any provision of this Resolution or the application of any such provision is held invalid, such invalidity shall not affect other provisions or applications of this Resolution that can be given effect without the invalid provision or application, and to this end the provisions of this Resolution are severable and that the City Council declares that it would have adopted this Resolution irrespective of the invalidity of any particular portion of this Resolution.
10.Certified Copy. The City Clerk is hereby ordered to forward a certified copy of this Resolution to the County of Riverside and to take such actions as are required for the collection of the tax.
11.Certification. The City Clerk shall certify to the adoption of this Resolution.
12.Effective Date. This Resolution shall become effective immediately upon its adoption.
A.17.e
Packet Pg. 462 Attachment: Resolution for CFD No. 4-M (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 4 Resolution No. 2022-___
Date Adopted: June 21, 2022
APPROVED AND ADOPTED this 21st day of June 2022.
________________________________
Mayor of the City of Moreno Valley
ATTEST:
____________________________
City Clerk
APPROVED AS TO FORM:
____________________________
City Attorney
A.17.e
Packet Pg. 463 Attachment: Resolution for CFD No. 4-M (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY 5 Resolution No. 2022-___
Date Adopted: June 21, 2022
RESOLUTION JURAT
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF MORENO VALLEY )
I, Paul Bradvica, Deputy City Clerk of the City of Moreno Valley, California, do hereby certify that Resolution No. 2022-___ was duly and regularly adopted by the City Council of the City of Moreno Valley at a regular meeting thereof held on the 21st day of June 2022 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
(Council Members, Mayor Pro Tem and Mayor)
___________________________________
CITY CLERK
(SEAL)
A.17.e
Packet Pg. 464 Attachment: Resolution for CFD No. 4-M (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY CFD No. 5 Boundary Map
A.17.f
Packet Pg. 465 Attachment: Boundary Maps (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY FACILITIES A.17.f
Attachment: Boundary Maps (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR A.17.f
Packet Pg. 467
Attachment: Boundary Maps (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CFD No. 87-1 Improvement Area 1 Boundary Map
A.17.f
Packet Pg. 468 Attachment: Boundary Maps (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY FACILITIES A.17.f
Packet Pg. 469 Attachment: Boundary Maps (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR CERTAIN COMMUNITY FACILITIES A.17.f
Packet Pg. 470
Attachment: Boundary Maps (5623 : APPROVAL OF THE MAXIMUM AND APPLIED SPECIAL TAXES FOR Report to City Council
ID#5838 Page 1
TO: Mayor and City Council
Mayor and City Council Acting in its Capacity as
President and Members of the Board of Directors of the
Moreno Valley Community Services District (CSD)
FROM: Brian Mohan, Assistant City Manager
AGENDA DATE: June 21, 2022
TITLE: AWARD OF AN INDEPENDENT CONTRACTOR
AGREEMENT FOR LANDSCAPE MAINTENANCE
SERVICES (LANDSCAPE DISTRICTS - MORENO) (CITY
COUNCIL AND CSD BOARD), WHICH IS FUNDED BY
PARCEL CHARGES (AGMT. NO. 2022-__)
RECOMMENDED ACTION
Recommendations:
1. Approve the Agreement for On-Site and/or Professional Services for Landscape Districts – Moreno (“Agreement”) with Greentech Landscape, Inc., 13560 Telegraph Rd. Whittier, CA 90605, and waive any and all minor irregularities, to provide landscape and irrigation maintenance services for certain landscape maintenance districts for a period of five years at a total not-to-exceed amount of $1,736,794.50.
2. Authorize the City Manager to execute the Agreement with Greentech Landscape, Inc. and authorize the Assistant City Manager/Chief Financial Officer to execute subsequent amendments to the Agreement, in accordance with its terms, subject to the approval of the City Attorney and provided sufficient funding appropriations and program approvals have been granted by the City Council.
SUMMARY
This report recommends award of an Agreement to Greentech Landscape, Inc. (the “Contractor”). The Agreement is for a five-year term for landscape and irrigation maintenance services and is subject to an annual inflationary adjustment.
A.18
Packet Pg. 471