National City City Council
June 30, 2026

Memorandum of Agreement City of National City and
Paradise Creek Multi-Year Grant Community HousingWorks

4.1.4. Funding Allocation. Accept additional funding from remaining balance and newly generated Program Income funds to Activities identified in the Multi-Year Plan through Fiscal Year 2028-2029.

4.1.5. Approval of Annual Plan . City will review submitted Annual Plans from CHW.

City will notify CHW of any required edits and changes within fourteen (14) business days. City will notify CHW of approval of the Annual Plan upon review of any necessary changes made by CHW within fourteen (14) business days.

4.2. Community Housing Works (“CHW”):

4.2.1. Amount of Grant Funding. FY 2025 and FY 2026 grant funding to be disbursed to the City according to the Updated Budget identified in (“Exhibit A”). Grant funding for FY 2027, 2028, and 2029 will follow the amounts listed in each Annual Plan.

4.2.2. No Matching Requirement. No matching funds are required from the City.

4.2.3. Use of Funds. CHW authorizes the City to use grant funds to carry out the Activities according to the vision outlined in Multi-Year Plan (“Exhibit B”) and Program-Related Activities identified in each Annual Plan . Such Activities may be implemented by the Community Services Department or by any other City department, division, or contracted service provider, as determined appropriate by the City Manager or designee, provided that all Activities remain consistent with the approved Multi -Year Plan and Annual Plans , elig ible use requirements, and applicable reporting obligations.

4.2.4. Remittance of Funds.

City of National City
Attn: Finance
1243 National City Blvd.

National City, CA 91950

4.2.5. Schedule. CHW to remit FY 2025 and FY 2026 grant funds to City within thirty (30) days of the execution of the MOA. CHW to submit Annual Plans to the City for review by August 31 of each year. CHW will remit FY 2027, 2028, and 2029 grant funds to City within thirty (30) days of City approval of each corresponding Annual Plan.

4.2.6. Expiration of Funds. Funds provided to the City by the CHW under this MOA that are not used by June 30, 2029, may be granted a one (1) year extension for the use of funds by CHW. Funds not used by the deadline shall be returned to CHW for the reallocation of grant funds in the next funding cycle.

5. Conformance with Rules and Regulations : All Parties shall be in conformity with all applicable federal, State, County, and local laws, rules, and regulations, current and hereinafter enacted, including facility and professional licensing and/or certification laws and keep in effect any and all licenses, permits, notices, and certificates as are required. All Parties shall further comply with all laws applicable to wages and hours of employment, occupational safety, and to fire safety, health, and sanitation. Nothing in this MOA shall be construed as creating a partnership, joint venture, or employment relationship between the Parties. Each Party shall remain an independent entity and shall not act as the agent, representative, or legal representative of the ot her. Neither Party has the authority to make

Memorandum of Agreement City of National City and
Paradise Creek Multi-Year Grant Community HousingWorks
any representation, warranty, agreement, commitment, or obligation on behalf of, or otherwise bind, the other Party in any manner.

6. Indemnificat ion: The City agrees to indemnify, defend, and hold harmless CHW, its affiliates, officers, directors, employees, and agents from and against any and all claims, damages, losses, and expenses, including but not limited to attorney’s fees, arising out of or resulting from the City’s performance under this MOA, to the extent caused by the negligent acts or omissions of the City, its employees, agents, or contractors.

7. Governing Law: This MOA shall be governed, interpreted, construed, and enforced in accordance with the laws of the State of California.

8. Dispute Resolution: In the event of any dispute arising out of or relating to this MOA, the Parties agree to first attempt to r esolve the dispute through good faith negotiations. If the dispute cannot be resolved through negotiations within thirty (30) days, the Parties agree to submit the dispute to mediation before a mutually agreed-upon mediator. If mediation fails, the Parties may pursue any remedies available at law or in equity. Each Party shall bear its own costs and attorney’s fees unless otherwise provided for under this MOA.

9. Force Majeure: Neither Party shall be liable for any failure or delay in performing its obligations under this MOA if such failure or delay is due to causes beyond its reasonable control, including but not limited to acts of God, natural disasters, war, terrorism, labor disputes, or governmental actions. In such event, the affected Party shall promptly notify the other Party in writing and make reasonable efforts to resume performance as soon as practicable.

10. Limitation of Liability: In no event shall CHW be liable for any indirect, incidental, consequential, or punitive damages arising out of or related to this Agreement, even if advised of the possibility of such damages. CHW’s total liability under this Agreement shall not exceed the total amount of funds disbursed to the City under this Agreement

11. Third Party Beneficiaries Excluded: This MOA is intended solely for the benefit of the Parties listed herein. Any benefit to any third party is incidental and does not confer on any third party to this MOA any rights whatsoever regarding the performance of this MOA. Any attempt to enforce provisions of this MOA by third parties is specifically prohibited.

12. Amendments to MOA: Any Party may propose amendments to this MOA by providing written notice of such amendments to the other Party. This MOA may only be amended by a written amendment signed by all Parties.

13. Severability: If any terms or provisions of this MOA or the application thereof to any person or circumstance shall, to any extent, be held invalid or unenforceable, the remainder of this MOA, or the application of such term and provision to persons or circumstances other than those as to which it is held invalid or unenforceable, shall not be affected thereby and every other term and provision of this MOA shall be valid and enforced to the maximum extent permitted by law.

14. Availability of Records: City shall maintain and/or make available, accounting records, and other records related to City’s performance under this MOA, including all r ecords of costs charged to this MOA during the term of this MOA and for the longer of: (i) a period of five (5) years after the end of program under this MOA, or (ii) any retention period required by the

Memorandum of Agreement City of National City and
Paradise Creek Multi-Year Grant Community HousingWorks

funding source(s) of this MOA. City shall provide any requested records to CHW within ten (10) business days of request. CHW shall keep the materials described above confidential unless otherwise required by law. The Parties further agree that any proprietary or confidential information shared under this MOA shall be used solely for the purposes of fulfilling the obligations under this MOA. Each Party agrees to take reasonable measures to protect such information from unauthorized di sclosure and to return or destroy such information upon termination of this MOA. This obligation shall survive the termination or expiration of this MOA.

EXHIBIT B:

Multi-Year Plan

PARADISE CREEK ENHANCEMENT PROJECT

FY 2025-2029 Multi-Year Plan & Annual Plan
for Program Income
Presented By

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Table of Contents
Table o f C ontents ................................................................................................................. 2 Summary of Accomplishments ................................................................................................. 3 PROPOSED MULTI-YEAR PLAN AND FY 2025 ANNUAL PLAN .......................................................... 5 Summary of the Community Input Process ................................................................................ 6 Proposed Use of Program Income Funds Summary .................................................................... 7 FY 2024-2025 Proposed Use of Funds ....................................................................................... 8 FY 2025-2029 Proposed Use of Funds ....................................................................................... 8 Program-Related Activity Parameters ........................................................................................ 9 Reporting ............................................................................................................................... 10 PROPOSED ANNUAL & MULTI-YEAR BUDGET .............................................................................. 11 INCOME AND USE OF FUNDS..................................................................................................... 12 APPENDICES WITH SUPPORTING MATERIALS ............................................................................13 OTNC Community Outreach Materials and Results
o Outreach Flyer - page 12
o Summary of Process - page 15
o Collateral Materials - page 16
o Results- page 20
o Survey Data Detail - page 30

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PROPOSED MULTI-YEAR PLAN AND FY 2025 ANNUAL PLAN
For the Paradise Creek Enhancement Project use of Program Income funds for the period of July 1, 2024 – June 30, 2029
Community HousingWorks’ (CHW) Paradise Creek Enhancement Project Multi-Year Plan and Annual Plan is proposed to the Community Development Commission-Housing Authority of the City of National City (CDC-HA)1 per the Transit-Oriented Infill Affordable Housing and Paradise Creek Enhancement Project Grant Agreement for the use of program income funding related to Paradise Creek Apartments, Phases I and II. Per the grant agreements, CHW shall use the Program Income to fund social and educational programming and activities for the benefit of the Project, its residents, and the residents of the community of which the Project is a part (collectively known as the Paradise Creek, Westside and/or OTNC Community, or Community)2, subject to the approval of the CDC- HA. Programs and activities may include:
• Resident and/or community-based cleanup efforts in Parcel and/or Paradise Creek Education Park; provided, however, such efforts around the Project, including, without limitation, in and around Paradise Creek may not include routine and/or regular maintenance of such property;
• Youth environmental education and programming; job corps-type training programs; • As matching funds for individual development accounts to assist people of modest means save for the purchase of a lifelong asset, such as a home; or to obtain education and/or job training; and education and coaching programs related to personal finance and credit management;
• To make first-time homebuyer down payment loans and related homebuyer education and coaching programs; and/or
• Other activities as approved in advance by the Executive Director of the CDC-HA.

To inform the following plan, CHW launched a focused community engagement effort to collect input on potential multi-year projects or activities that, in addition to the existing work that is being accomplished with the Paradise Creek Community Garden (Garden), will support the elements of National City’s 2020-25 Strategic Plan outlined below:
 Connect the community with timely and transparent information.  Increase meaningful outreach through quality engagement.  Promote educational and economic opportunities.

1 CDC-HA and the City of National City are the same government body. 2 Paradise Creek Community or “Community” are also known as the “Westside” or Old Town National City (“OTNC”) to residents.

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 Support a healthy community through active living and healthy eating.  Support an age-friendly community.
 Organize community events and support other gatherings.

To better understand the Community’s priorities, CHW undertook a community outreach campaign from February to June 2024. Our goal was to work with existing partners and build relationships with new partners that are stakeholders in National City to engage residents in identifying service and capital project needs. Detailed results of the survey are included in the Appendices and summarized below.

Given the current total of available program income and taking into consideration the annual operating cost of Paradise Creek Community Garden and the anticipated amount of ongoing annual income, this plan seeks to spend down accumulated funds by supporting specific Capital Improvement Projects that have been identified through the above- described community outreach and in subsequent conversations with City staff. The remaining balance and newly generated funds will be allocated to program expenses through Fiscal Year 2028-2029.

Summary of the Community Input Process
CHW engaged the services of SVPR, Inc. to attend community meetings, interact with local organizations, and develop and deploy a survey of Community residents. SVPR attended eight (8) community group meetings, had a presence at the annual Old Town National City (OTNC) Foundation Cancer Walk, and knocked on hundreds of doors to engage residents in completing the survey. CHW staff also engaged residents of Paradise Creek Apartments through survey distribution and at a community input session on August 8 that was also open to the general public. In the end, 263 individuals completed the survey.

Through this process, CHW was able to identify key concerns and issues that have informed the proposed use of funds. We believe this plan supports what the community has told us are several of their priorities. While full results have been provided later in this document, below is a quick overview of the findings.

Survey Findings
o Social Services Resources received the most support in the Participatory Budgeting section of the survey, and the second highest level of support in answer to ‘Programs You’d Like to See’
o Sports/Recreational Activities/Games received the second highest level of support in Budgeting, which is interpreted as being directly related to respondents’ interest in having more outdoor spaces

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o Emergency Preparedness was popular as well, coming in 3rd in Budgeting, with 90% of respondents expressing a desire for training or information. o Nutrition and Healthy Eating had both broad and deep support, with a 4th place finish in budget and 3rd in ‘Programs you’d Like to See’ . o In terms of what people would like to see more of, 65% said there were not enough community gathering places, with the highest number indicating a park would be their first choice followed by a place to access social services.

Survey Demographics
Full demographics are detailed in the outreach campaign slides, with a few highlights shared here:

• 80% of respondents were over the age of 30, with 30% over the age of 60 • Respondents were 60/40 female to male
• 66% had achieved high school or college graduation, or some college • Family was the main reason people live in National City, followed by central location

Proposed Use of Program Income Funds Summary
CHW proposes a multi-year plan and budget that in its initial year will utilize accumulated funds that, as of October 1, 2024, total $1.39M, then provide for the ongoing expenditure of funds in a manner that will benefit Community residents. As described in the previous section, we have undertaken considerable community outreach for the purpose of ensuring the use of funds reflects their needs and priorities. This includes residents of Paradise Creek Apartments but is in no way exclusive to their needs. A key learning lesson during this process was that Community residents might be aware of resources elsewhere in National City but would make better use of them if they were more accessible within their own neighborhood.

Based on the community survey input, plus other information collected through conversations with community members and City staff, we have developed the following multi-year plan, which includes a mix of capital expenditures and ongoing program support. To better coordinate and leverage services, programming will be coordinated by National City’s Community Services Department. These programs and services will be specifically designed to support residents of the Community by responding to the needs expressed through the outreach campaign, and to the extent possible, these programs and

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services will utilize Paradise Creek Educational Park, Community Garden, and Casa de Salud.

FY 2024-2025 Proposed Use of Funds
Projects and Program-Related Activities
$500,000 to be awarded to the City of National City Engineering and Public Works Department to fund the Paradise Creek Educational Park Public Restroom Capital Improvement Project.
$700,000 to be awarded to the City of National City Engineering and Public Works Department for the Casa de Salud Infrastructure Capital Improvement Project.

Projects at Casa de Salud may include but are not limited to ADA enhancements, a new roof, air conditioner, HVAC improvements such as energy-efficient upgrades, ductwork, new windows, insulation, and sealing, with final project priority determined by a city-funded Capital Improvement study.
$100,000 to be awarded to the City of National City Engineering and Public Works Department for the Paradise Creek Community Garden Shade Structure Capital Improvement Project, with any excess funds to be used on garden enhancements. $135,000 to be awarded to the City of National City Community Services Department to fund programs and services for residents of the Paradise Creek Community using the program parameters defined below to the greatest extent possible.
$89,500 to be awarded to Olivewood Gardens and Mundo Gardens for ongoing programming at Paradise Creek Community Garden.

FY 2025-2029 Proposed Use of Funds
Program-Related Activities
A proposed Annual Plan for the use of Program Income funding will be submitted by CHW and approved by the Community Development Commission-Housing Authority of the City of National City (CDC-HA) annually. This Annual Plan will factor in the results of the community engagement process as well as partnerships with community-based organizations that have subject matter expertise and have built trust relationships with those residents who call the Paradise Creek/Westside/OTNC Community home. The goal is to use these funds to energize long-term partnerships supported by resource sharing and united in a common mission of providing residents with access to what they need to thrive.

A portion of funds will be awarded annually to the City of National City Community Services Department to provide programs and services for residents of the Community

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using the program parameters defined below to the greatest extent possible. The Community Services Department will provide CHW with its previous year report and coming year intended use of funds by May 30th of each year so that CHW may incorporate that information into the following year’s Annual Plan. Similarly, funds will be awarded to Olivewood Gardens and Mundo Gardens for ongoing support of the Paradise Creek Community Garden, conditional upon receipt of the previous year’s report and the coming year’s projected activities.

Program-Related Activity Parameters
General
• Primarily benefit Paradise Creek Apartment residents and the entire community of Paradise Creek/Westside/Old Town National City.
• Reference CHW’s outreach campaign survey results and priorities. • Funds for programs and services should primarily be for social and educational purposes (collectively known as “Activities”).
• Activities should primarily be located at Paradise Creek Educational Park, Community Garden, Casa de Salud, or a combination thereof. • Activities should be available for Community members of all ages.

Specific
• Casa de Salud Community Center suggested Activities include legal and social services, coordinated career and workforce development programming, community and cultural events, health and nutrition programming around cooking and diabetes prevention, and training opportunities such as UCSD Extension’s Parent University, emergency preparedness training, and youth civic engagement. • Paradise Creek Community Garden suggested Activities include expansion of garden- and nutrition-related programming with opportunities to make additional fresh, healthy foods available with cooking demonstrations, education, and youth career development around urban agriculture, food-related businesses, and social media and marketing.
• Other Activities for the Community Services Department to consider include the installation of a basketball court in an unused area of Paradise Creek Park and workout stations in the Paradise Creek Community.

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Reporting
Capital Improvement Projects (CIP):
• The City of National City Engineering and Public Works Department will provide a project completion report of the above-described CIP projects. A progress report will be required if the CIP is not completed by June 1, 2025. • Reports should include the timeline, expenditures by line item, and a short narrative. Narratives should be written in the third person. • All receipts and backup documentation for the use of funds should be kept on file for five (5) years and submitted to CHW for auditing purposes upon request.

Activities
• The City of National City Community Services Department and Olivewood Gardens/Mundo Gardens will provide an annual report by June 1 of each year through 2029 with a narrative that includes quantifiable outcomes, which may be shown as charts, graphs, etc., of how the funding was used. Narratives should be written in the third person.
• Include photos, charts, graphs, flyers, or other visuals. • All receipts and backup documentation for the use of funds should be kept on file for five (5) years and submitted to CHW for auditing purposes upon request.

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PROPOSED ANNUAL & MULTI-YEAR BUDGET
FY24-25 FY25-26 FY 26-27 FY27-28 FY28-29
Estimated Annual
Program Income
$1,650,000* $260,000** $260,000 $260,000 $260,000

Program Expenses
Community Garden
Contract
$89,500 $92,000 $95,000 $97,000 $100,000
Project Consultant -
Oversight and Reporting
$12,000 $12,000 $12,000 $12,000 $12,000
Sub-total Program
Expenses
$101,500 $104,000 $107,000 $109,000 $112,000
Project Indirect and
Administrative Cost
(support staff, finance and
accounting, HR, IT
support) - 20%
$20,300 $20,800 $21,400 $21,800 $22,400
TOTAL Program Expenses $121,800 $124,800 $128,400 $131,800 $134,400 Equipment Costs
Shade Structure $100,000 - - - -
Casa de Salud
Renovations
$700,000 - - - -
Paradise Creek
Community Park Public
Bathroom
$500,000 - - - -
Funding for Community
Services
$135,000 $135,000 $135,000 $135,000 $135,000
TOTAL COST $1,556,800 $259,800 $263,400 $266,800 $269,400

*Current balance as of 10/01/2024 is $1,390,878 (funds history through 6/01/2024 provided starting next page. $61,600 spent from 6/02/2024 through 10/01/2024). This figure includes additional program income funds of approximately $260,000 that are anticipated to be available in April 2025.
** Annual income of $260,000 is derived from the average total residual receipt amount received annually since 2019: 2019- $275,714; 2020- $267,231; 2021- $262,520; 2022 - $255,571; 2023 - $234,909; 2024 - $272,346. Given that the funds are held in a high-yield interest-bearing account, there will be a small amount of additional funds available.

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INCOME AND USE OF FUNDS

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Public Outreach Results
Old Town National City Community Input Project
Prepared by SVPR Communications August 2024

Public Outreach Goals
Engage and inform
Seek input, welcome participation and ideas
Help prioritize OTNC $1 million investment

Public Outreach Tactics
Social Media Organizational
Stakeholder
Interviews
Community
Presentation at
Paradise Creek
Collateral Materials
(English & Spanish)
Online
Survey
Door-to-Door

Collateral Materials in English & Spanish

Outreach
8 Presentations to Community Groups

Door-to-Door Outreach

Results Summary
May 15 – July 2

Key Visitation and Utilization Metrics
Contributions
Form
Form
Fund It
Gather
264
263
249
83

Prefer not to answer
0 - 15 years old
16 - 30 years old
31 - 45 years old
46 - 60 years old
60 + years old
What is your age? 0.76% 0.76%

17.87%

25.86%

25.48%

29.28%

Single
Couple
Adult with Children
Adult Roommates
Which best describes your household?

3.46%

32.69%

33.46%

30.38%

Why do you live in Old Town National City?
I have family in or near Old Town National City
The amenities - everyday markets, shopping,
services
The schools for myself/my children
It is centrally located and close to everything
I work in National City
Transit options (bus, trolley, bicycle lanes, easy
commute)
Cost-of-living
I consider it a safe place to live
Parks and green spaces
Proximity to healthcare facilities
Availability of day care facilities

2.77%

56.92%

33.60%

15.81%

48.62%30.43%

22.92%

32.02%

14.62%

24.90%

17.39%

Walkability
Bikeability (0)
Parks and green spaces
Recreational amenities (i.e. tennis courts, pools)
What do you love the most about National City?
Arts and culture, festivals, and events
Restaurant options
Access to healthy food
Nightlife and entertainment
Shopping
Diversity
0%

8.56%

16.34%

43.58%

36.96%

19.07%

43.58%

47.86%

33.07%

50.97%

What types of programs would you like to see
provided in the Old Town National City community
in the future?
Outdoor enjoyment/education opportunities
Social service resources
Training for emergencies
Sports leagues

54.96%

48.85%

33.59%

31.68%

54.96%

48.85%

33.59%

31.68%

25.57%

12.98%

44.66%

47.71%

Participatory Budgeting
Survey

Social Services Resources
Sports/Recreational Activities/Games
Emergency Preparedness Resources
Nutrition and Healthy Eating
Financial Education
Results Summary Participatory Budgeting Survey

25.86%

25.48%
(68)
(67)
Career Exploration
Environmental Education
Leadership Development Programs

63.86%

63.05%

60.24%

57.03%

46.18%

45.78%

44.98%

37.75%

Ideas Wall Word Cloud

www.svprcommunications.com
Thank Y ou!

OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT
Report Type: Form Results Summary
Date Range: 18-05-2024 - 29-06-2024
Exported: 03-07-2024 12:42:46

1. What is your zip code?
Short Text | Skipped: 10 | Answered: 253 (96.2%)
Sentiment
Positive
0% (0)
Mixed
0% (0)
Negative
0% (0)
Neutral
100% (253)
Unclassified
0% (0)
Tags
No tag data
Featured Contributions
No featured contributions
Closed
Section One
Home
263
Contributions
Contribution Summary
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

2. What is your age?
Multi Choice | Skipped: 0 | Answered: 263 (100%)
Answer choices Percent Count
0–15 years old 0.76% 2
16–30 years old 17.87% 47
31–45 years old 25.86% 68
46–60 years old 25.48% 67
60 years old 29.28% 77
Prefer not to answer 0.76% 2
Total 100.00% 263
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

3. How do you currently describe yourself?
Multi Choice | Skipped: 1 | Answered: 262 (99.6%)
Answer choices Percent Count
Male 40.84% 107
Female 58.02% 152
Non-binary 0.76% 2
Prefer not to respond 0.38% 1
Other 0% 0
Total 100.00% 262
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

4. Which best describes your household?
Multi Choice | Skipped: 3 | Answered: 260 (98.9%)
Answer choices Percent Count
Single 32.69% 85
Couple 33.46% 87
Adult with children 30.38% 79
Adult roommates 3.46% 9
Total 100.00% 260
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

5. What is the highest level of education you have completed? Multi Choice | Skipped: 1 | Answered: 262 (99.6%)
Answer choices Percent Count
Less than a high school diploma 17.18% 45
High school graduate or equivalent (e.g., GED) 26.34% 69 Some college credit, but no degree 16.41% 43
Bachelor’s degree 24.43% 64
Master’s degree 7.25% 19
PhD or higher 1.53% 4
Trade/Technical/Vocational school 3.44% 9
Prefer not to say 3.44% 9
Total 100.00% 262
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT
Report Type: Form Results Summary
Date Range: 18-05-2024 - 29-06-2024
Exported: 03-07-2024 12:49:12
Closed
Section Two
Home
264
Contributions
Contribution Summary

1. Why do you live in Old Town National City? Please select your top three Required Multi Choice | Skipped: 11 | Answered: 253 (95.8%)
Answer choices Percent Count
I have family in or near Old Town National City 56.92% 144 The amenities - everyday markets, shopping, services 33.60% 85 The schools for myself/my children 15.81% 40
It is centrally located and close to everything 48.62% 123 OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

I work in National City 30.43% 77
Transit options (bus, trolley, bicycle lanes, easy commute) 22.92% 58 Cost-of-living 32.02% 81
I consider it a safe place to live 14.62% 37
Parks and green spaces 24.90% 63
Proximity to healthcare facilities 17.39% 44
Availability of day care facilities 2.77% 7
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

2. What do you love the most about National City? Please select your top three Required Multi Choice | Skipped: 7 | Answered: 257 (97.3%)
Answer choices Percent Count
Arts and culture festivals and events 43.58% 112
Restaurant options 43.58% 112
Access to healthy food 19.07% 49
Nightlife and entertainment 8.56% 22
Shopping 36.96% 95
Diversity 47.86% 123
Walkability 33.07% 85
Bikeability 0% 0
Parks and green spaces 50.97% 131
Recreational amenities (i.e. tennis courts, pools) 16.34% 42 OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

3. What types of programs would you like to see provided in the Old Town National City community in the future? Please select your top three
Multi Choice | Skipped: 2 | Answered: 262 (99.2%)
Answer choices Percent Count
Outdoor enjoyment/education opportunities 54.96% 144
Social service resources 48.85% 128
Training for emergencies 33.59% 88
Sports leagues 31.68% 83
Access to education around budgeting, saving, asset building 25.57% 67 Opportunities for civic engagement 12.98% 34
Training and technical education for teens and adults 44.66% 117 Nutrition/healthy eating classes 47.71% 125
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

4. Are there enough community gathering places in Old Town National City? Multi Choice | Skipped: 2 | Answered: 262 (99.2%)
Answer choices Percent Count
Yes 35.11% 92
No 64.89% 170
Total 100.00% 262
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

5. If no, what type of space would be your preference
Multi Choice | Skipped: 96 | Answered: 168 (63.6%)
Answer choices Percent Count
Green space/park 29.17% 49
Athletic fields/facilities 11.90% 20
Place to access social services 22.62% 38
Space for youth to spend out of school time 20.24% 34
Space for families to connect with each other 16.07% 27 Total 100.00% 168
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

6. How prepared do you feel for an emergency? (i.e. fire, flood, earthquake)? Multi Choice | Skipped: 2 | Answered: 262 (99.2%)
Answer choices Percent Count
Not at all 43.51% 114
A little 16.03% 42
Somewhat prepared 29.01% 76
Well prepared 11.07% 29
So prepared I would be able to help others 0.38% 1
Total 100.00% 262
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

7. If no, what would help to make you and your family better prepared for emergencies? (check all that apply) Multi Choice | Skipped: 150 | Answered: 114 (43.2%)
Answer choices Percent Count
Community training sessions/classes on emergency preparedness 54.39% 62 Knowing where to go or call for help 44.74% 51
Having preparedness information and supplies available to keep on hand 44.74% 51 Learning how to work with local government and business to improve policies and infrastructure

29.82% 34
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

8. What is the one thing that could make Old Town National City a better place to live? Multi Choice | Skipped: 3 | Answered: 261 (98.9%)
Answer choices Percent Count
Better selection of jobs 19.54% 51
More options for young people 18.01% 47
More employment training opportunities 12.64% 33
Green space, walking and biking paths 13.79% 36
More housing options 26.82% 70
More arts and culture, and opportunities to connect with fellow residents 9.20% 24 Total 100.00% 261
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

9. Is there anything not included on the list above that you think could make Old Town National City a better place to live?
Short Text | Skipped: 196 | Answered: 68 (25.8%)
Sentiment
Positive
10% (7)
Mixed
3% (2)
Negative
13% (9)
Neutral
74% (50)
Unclassified
0% (0)
Tags
Tag Percent Count
Green Spaces 13% 9
Housing 12% 8
Homeless 10% 7
Economic Development 10% 7
Community Spaces 7% 5
Youth 7% 5
Safety 7% 5
Food 7% 5
Trees 6% 4
Seniors 6% 4
Social Services 4% 3
Beauitfication 3% 2
Rent Control 3% 2
Beautification 3% 2
Traffic 3% 2
Tree 1% 1
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

Parks 1% 1
Featured Contributions
Street sweeping and trees cleanup, graffiti cleanup, support for homeless Contribution 3 of 3 | June 22, 2024
Housing developments and industrial parks for employment Contribution 2 of 3 | June 22, 2024
Accessible parks and gated spaces for special need kids to enjoy outside Contribution 1 of 3 | June 11, 2024
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Form Results Summary (18 May 2024 to 29 Jun 2024)

OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT
Report Type: Fund It Results Summary
Date Range: 18-05-2024 - 29-06-2024
Exported: 03-07-2024 12:42:16
Project Details
Information on the projects included for potential funding including the name, cost, voting and other details.

Project Name Funded (Total) Funded (Min) Funded (Above Min.) Funded (Max) Social Services Resources 159 (63.86%) 39 (15.66%) 109 (43.78%) 11 (4.42%) Sports/Recreational
Activities/Games
157 (63.05%) 47 (18.88%) 107 (42.97%) 3 (1.2%)
Emergency Preparedness
Resources
150 (60.24%) 54 (21.69%) 92 (36.95%) 4 (1.61%)
Nutrition and Healthy
Eating
142 (57.03%) 52 (20.88%) 88 (35.34%) 2 (0.8%)
Financial Education 115 (46.18%) 54 (21.69%) 61 (24.5%) 0 (0%) Career Exploration 114 (45.78%) 48 (19.28%) 65 (26.1%) 1 (0.4%) Environmental Education 112 (44.98%) 55 (22.09%) 57 (22.89%) 0 (0%) Leadership Development
Programs
94 (37.75%) 48 (19.28%) 46 (18.47%) 0 (0%)
Closed
Participatory Budgeting Survey
Home
249
Contributions
Key Statistics
Top-level information about the activity.
$1,000,000.00
Average Spend
$1,000,000.00 total budget
8 Projects
0 sponsors
1043
Total Votes

4.19 avg. projects funded / contribution
Contribution Summary
Summary of the activity including details of the included projects, voting results and more.

OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Fund It Results Summary (18 May 2024 to 29 Jun 2024)

Voting Results
Some description for Variable.

OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Fund It Results Summary (18 May 2024 to 29 Jun 2024)

Social Services Resources
Cost: $310,691.82
159 votes (15.24%)
Sports/Recreational Activities/Games
Cost: $256,687.90
157 votes (15.05%)
Emergency Preparedness Resources
Cost: $258,666.67
150 votes (14.38%)
Nutrition and Healthy Eating
Cost: $173,953.61
142 votes (13.61%)
Suggested Priorities
A prioritised list of projects based on the voting results that maximises the value of the defined budget. $1,000,000.00
Total budget for allocated projects

98.8%
Contributions that include at least one
suggested project

85.14%
Contributions that include at least half
(50%) of all suggested projects

20.88%
Contributions that include all (100%) of
suggested projects

8.03%
Contributions that supported one of these
suggested projects at the maximum

95.58%
Contributions that supported one of these
suggested projects beyond the minimum
OLD TOWN NATIONAL CITY COMMUNITY INPUT PROJECT - Fund It Results Summary (18 May 2024 to 29 Jun 2024)

EXHIBIT C

COMMUNITY ENGAGEMENT EFFORT
February and June 2024, CHW partnered with SVPR, Inc. to conduct an extensive outreach campaign. The effort included participation in:
• Eight (8) community meetings
• outreach at major community events,
• door-to-door engagement, and
• direct input sessions with Paradise Creek residents.

In total, 263 community members participated in the survey process.

NOTE: The outreach was conducted in the area shown in the map on Sli de 6 o f t his (“Exhibit C”) , commonly known as Old Town National City. That said, the proposed Multi-Year Plan was approved based on the proposed uses of the program income funds being used to benefit residents of Paradise Creek Apartments and the surrounding Community commonly referred to as Paradise Creek, Westside, and Old Town National City (collectively, the “Community”) and shall be used in those areas.

To the extent possible, funding will be utilized at the Paradise Creek Educational Park, Community Garden, and Casa de Salud Community Center.

Public Outreach Results
Old Town National City Community Input Project
Prepared by SVPR Communications August 2024

Public Outreach Goals
Engage and inform
Seek input, welcome participation and ideas
Help prioritize OTNC $1 million investment

Public Outreach Tactics
Social Media Organizational
Stakeholder
Interviews
Community
Presentation at
Paradise Creek
Collateral Materials
(English & Spanish)
Online
Survey
Door-to-Door

Collateral Materials in English & Spanish

Outreach
8 Presentations to Community Groups

Door-to-Door Outreach

Results Summary
May 15 – July 2

Key Visitation and Utilization Metrics
Contributions
Form
Form
Fund It
Gather
264
263
249
83

Prefer not to answer
0 - 15 years old
16 - 30 years old
31 - 45 years old
46 - 60 years old
60 + years old
What is your age? 0.76% 0.76%

17.87%

25.86%

25.48%

29.28%

Single
Couple
Adult with Children
Adult Roommates
Which best describes your household?

3.46%

32.69%

33.46%

30.38%

Why do you live in Old Town National City?
I have family in or near Old Town National City
The amenities - everyday markets, shopping,
services
The schools for myself/my children
It is centrally located and close to everything
I work in National City
Transit options (bus, trolley, bicycle lanes, easy
commute)
Cost-of-living
I consider it a safe place to live
Parks and green spaces
Proximity to healthcare facilities
Availability of day care facilities

2.77%

56.92%

33.60%

15.81%

48.62%30.43%

22.92%

32.02%

14.62%

24.90%

17.39%

Walkability
Bikeability (0)
Parks and green spaces
Recreational amenities (i.e. tennis courts, pools)
What do you love the most about National City?
Arts and culture, festivals, and events
Restaurant options
Access to healthy food
Nightlife and entertainment
Shopping
Diversity
0%

8.56%

16.34%

43.58%

36.96%

19.07%

43.58%

47.86%

33.07%

50.97%

What types of programs would you like to see
provided in the Old Town National City community
in the future?
Outdoor enjoyment/education opportunities
Social service resources
Training for emergencies
Sports leagues

54.96%

48.85%

33.59%

31.68%

54.96%

48.85%

33.59%

31.68%

25.57%

12.98%

44.66%

47.71%

Participatory Budgeting
Survey

Social Services Resources
Sports/Recreational Activities/Games
Emergency Preparedness Resources
Nutrition and Healthy Eating
Financial Education
Results Summary Participatory Budgeting Survey

25.86%

25.48%
(68)
(67)
Career Exploration
Environmental Education
Leadership Development Programs

63.86%

63.05%

60.24%

57.03%

46.18%

45.78%

44.98%

37.75%

Ideas Wall Word Cloud

www.svprcommunications.com
Thank Y ou!

RESOLUTION NO. 2026-
RESOLUTION OF THE CI TY COUNCIL OF THE CI TY OF NATIONAL, CALI FORNIA, 1)

AUTHORIZING THE CITY MANAGER OR HIS DESIGNEE TO EXECUTE A MEMORANDUM

OF AGREEMENT WITH CO MMUNITY HOUSINGWORKS FOR THE PARADISE CRE EK ENHANCEMENT PROJECT FY 2025-2029 MULTI -YEAR PLAN FOR PROGRA M INCOME , AND 2) AUTHORIZING THE ESTABLISHMENT OF AN APPROPRIATION AND CORRESPONDING REVENUE BUDGET IN THE AMOUNT OF $1,570,000 IN THE

REIMBURSABLE GRANTS CITYWIDE FUND FOR THE PARADISE CREEK ENHANCEMENT PROJECT.

WHEREAS, Community HousingWorks (“CHW”) receives and administers Program Income generated from the Paradise Creek Apartments (“Project”), Phases I and II, pursuant to the Transit-Oriented Infill Affordable Housing and Paradise Creek Enhancement Project Grant Agreements (“Grant Agreements”) between the Community Development Commission of the City of National City and CHW ; and

WHEREAS, Program Income is defined per Section 6 of the Grant Agreements as funds collected in repayment of the Promissory Notes made to t he Project in the amounts granted to CHW through the Grant Agreements; and

WHEREAS, Program Income is intended to fund social, recreational, educational, and workforce development programs, in addition to community -serving activities and capital improvements, for the primary benefit of the Project, its residents and the residents of the community of which the Project is a part commonly known as Paradise Creek, Westside, and Old Town National City (collectively “Community”); and

WHEREAS, the Community Hous ingWorks Paradise Creek Enhancement Project FY 2025-2029 Multi -Year Plan for Program Income (“Multi -Year Plan”) establishes the use of accumulated Program Income and the anticipated ongoing Program Income by supporting specific capital improvements and com munity-serving programs (“Project and Program -Related Activities” or “Activities”); and

WHEREAS, the Multi-Year Plan will be further implemented in subsequent Fiscal Years through FY 2029 through the submission of Annual Plans; and

WHEREAS, the Multi -Year Plan was informed by a comprehensive community engagement process conducted to engage the community to identify key needs and priorities; and
WHEREAS, the priorities identified in the Multi -Year Plan support the City Council’s Strategic Plan goals related to community engagement, public health, economic opportunity, and quality of life; and

WHEREAS, Annual Plans will contain eligible activities per the Multi -Year Plan and funding amounts corresponding to the actual receipt of Program Income from each prior year; and
WHEREAS, to better coordinate and leverage funding and services, CHW seeks to grant the City funding to provide certain Project and Program -Related Activities identified in the Multi- Year Plan; and
WHEREAS, the Parties desire to enter into an MOA to establish the terms and conditions under which CHW shall grant funds to the City for the implementation of the Multi-Year Plan.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council hereby authorizes the City Manager or designee to execute a Memorandum of Agreement (“MOA”) with Community HousingWorks to carry out activities in the CHW Paradise Creek Enhancement Project FY 2025 -2029 Multi-Year Plan for Program Income.

Section 2: That the City Council hereby authorizes the acceptance of grant funds in the amount of $1,570,000 from CHW for capital improvement projects consistent with the Paradise Creek Enhancement Project FY 2025-2029 Multi-Year Plan for Program Income.

Section 3: That the City Council authorizes the establishment of an appropriation of $1,570,000 and corresponding revenue budget for FY 2027. Future appropriations and budget adjustments will be brought to the City Council for approval.

Section 4: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 30th day of June, 2026.

Ron Morrison, Mayor

ATTEST:

Shelley Chapel, MMC, City Clerk

APPROVED AS TO FORM:

Heidi Skinner, City Attorney

AGENDA REPORT

Department: Engineering and Public Works
Prepared by: Ricardo Rodriguez, Associate Engineer-Civil Meeting Date: Tuesday, June 30, 2026
Approved by: Douglas J. Schulze, City Manager

SUBJECT:

Awarding a Contract to Palm Engineering Construction Company, Inc . for the Paradise Creek Educational Park Wetland Expansion Project, CIP No. 21-28.

RECOMMENDATION:

Adopt a Resolution Entitled, “Resolution of the City Council of the City of National City, California, 1) Awarding a Contract to Palm Engineering Construction Company, Inc. in the Not-To-Exceed Amount of $1,092,945.25 for the Paradise Creek Educational Par k Wetland Expansion Project, CIP No. 21-28; 2) Authorizing a 15% Contingency in the Amount of $163,942 for any Unforeseen Changes; and 3) Authorizing the Mayor to Execute the Contract”.

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

On June 30, 2021, the City of National City submitted a grant application in the amount of $957,000 for the California Ocean Protection Council Proposition 1 Grant Program.

The grant application was for the Paradise Creek Educational Park Wetland Expansion project, CIP 21-28, which proposed the demolition of a portion of the existing industrial land use, wetland expansion, creation of a park/educational picnic area, installation of five trash control devices, interpretive signage, and sidew alk improvements. The Project will have a local and regional watershed impact through the creation of native wetland habitat for local wildlife in an Environmentally Sensitive Area within the City. The project drains to Paradise Marsh (Sweetwater Marsh Unit) which is part of the San Diego Bay National Wildlife Refuge. The wetland expansion allows for connectivity to the salt marsh habitat to improve native wildlife biodiversity, which is suitable for endangered, threatened, migratory, and native species, as well as minimize the localized flooding on W 18th Street from tidal influences in the creek. At the project site, the wetland expansion will filter pollutants, including phosphorus, from overland runoff that discharges directly into Paradise Creek through natural processes. The wetland habitat quality will improve to protect the ecological value of Paradise Creek and the San Diego Bay National Wildlife Refuge.

On January 13, 2022, the Ocean Protection Council notified the City of National City that the Paradise Creek Wetland Expansion Project had been awarded a grant of $957,000 with a $111,578 in-kind contribution of City staff for a total project cost of $1,068,578. The grant’s period of performance to deliver the project was set to end on December 31, 2024 . However, via amendments to the agreement, the project end date was ultimately extended to March 31, 2027.

On August 2, 2022, per Resolution 2022 -122, the City of National City accepted the Ocean Protection Council Proposition 1 Grant, and on September 22, 2022, Grant Agreement P01-4-06 between the City of National City and the State of California Natural Resources Agency was executed.

On December 10, 2024, Amendment #1 to Grant Agreement P01-4-06 was executed, extending the project end date f rom December 31, 2024 to March 31, 2025 , as well as shifting budget between tasks, with no funding added.

Then, on October 22, 2025, Amendment #2 to Grant Agreement P01 -4-06 was executed, extending the project end date from March 31, 2025 to March 31, 202 7, an extension of 24 months, with no funding added.

Based on extensive community engagement led by Community HousingWorks (CHW) in collaboration with City staff, residents of Old Town (Westside) National City requested additional enhancements to Paradise Creek Educational Park including public restrooms and a shade structure. These proposed improvements were subsequently incorporated into CHW’s Paradise Creek Enhancement Project FY 2025 -2029 Multi-Year Plan for Program Income . Funding is being passed through to the City of National City in the form of a grant, which authorizes the City’s Engineering & Public Works Department to deliver the projects. Engineering staff updated the plans and specifications for the Paradise Creek Educational Park Wetland Expansion Project to include the public restrooms and a shade structure.

On April 23, 2026, the bid solicitation was posted on PlanetBids, a free public electronic bidding system for contractors. On April 29, 2026 and May 7, 2026, the bid solicitation was advertised in the local newspaper. On May 19, 2026, three (3) bids were received by the 2:00 p.m. deadline and Palm Engineering Construction Company, Inc . was the apparent lowest bidder with a total bid amount of $1,092,945.25.

Upon review of all documents submitted, Palm Engineering Construction Company, Inc.’s bid was deemed responsive and they are the lowest responsible bidder qualified to perform the work as described in the project specifications.

Staff recommends awarding a contract to Palm Engineering Construction Company, Inc. in the not-to-exceed amount of $ 1,092,945.25 and authorizing a 15% contingency in the amount of $163,942 to address any unforeseen conditions that may arise.

FINANCIAL STATEMENT:

Funding for contract award and 15% contingency is available through prior City Council authorized appropriations to the following expenditure accounts:

Contract Award
296-10-18-18500-7598-6202296 (Ocean Protection Council Prop 1 Grant - Paradise Creek Wetlands Expansion & Park Improvements) - $499,103.80

282-10-18-18500-7898-1592282 (Community HousingWorks Grant - Paradise Creek Park Public Restrooms) - $500,000

282-10-18-18500-7898-1594282 (Community HousingWorks Grant - Paradise Creek Park Shade Structure) - $93,841.45

15% Contingency

282-10-18-18500-7898-1594282 (Community HousingWorks Grant - Paradise Creek Park Shade Structure) - $6,158.55

100-10-18-18500-7898-1597100 (General Fund CIP - Paradise Creek Park) - $157,783.45

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Parks, Recreation and Library

ENVIRONMENTAL REVIEW:

Notice of Exemption under Sections 15330 and 15333 of the CEQA Guidelines was filed with the County Recorder’s Office on June 5, 2024.

PUBLIC NOTIFICATION:

The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and 24 hours before a Special Meeting in accordance with the Ralph M. Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A – Bid Opening Summary
Exhibit B – Summary of Bid Items
Exhibit C – Owner-Contractor Agreement
Exhibit D – Resolution

Exhibit A

BID OPENING SUMMARY

NAME: Paradise Creek Educational Park Wetland Expansion CIP NO: 21-28
DATE: May 19, 2026
TIME: 2:00 P.M.

ESTIMATE: $946,000
PROJECT ENGINEER: Ricardo Rodriguez

NO. BIDDER’S NAME BID AMOUNT BID SECURITY
- BOND
1 Palm Engineering Construction Co., Inc.
7330 Opportunity Road, Suite A
San Diego, CA 92111
$1,092,945.25 Bond
2 SWCS, Inc.
11653 Riverside Drive, Suite 153
Lakeside, CA 92040
$1,278,450.52 Bond
3 OrangeBlue General Contractors
27071 Cabot Road, Suite 108
Laguna Hills, CA 92653
$1,561,061.75 Bond

Exhibit B

SUMMARY OF BID ITEMS

NAME: Paradise Creek Educational Park Wetland Expansion CIP NO: 21-28
DATE: May 19, 2026
TIME: 2:00 P.M.

ESTIMATE: $946,000
PROJECT ENGINEER: Ricardo Rodriguez

Item Description Unit Qty Unit Price Line Total Unit Price Line Total Unit Price Line Total Base Bid
1 Mobilization/Demobilization LS 1 $55,000.00 $55,000.00 $147,984.86 $147,984.86 $235,000.00 $235,000.00 2 Surveying and Construction Staking LS 1 $15,000.00 $15,000.00 $20,163.96 $20,163.96 $15,000.00 $15,000.00 3 Traffic Control and Pedestrian Control LS 1 $7,500.00 $7,500.00 $14,516.10 $14,516.10 $10,000.00 $10,000.00 4 Unclassified Excavation LS 1 $33,000.00 $33,000.00 $44,612.69 $44,612.69 $60,000.00 $60,000.00 5 Removal, Disposal & Replacement of Unsuitable Material CY 10 $500.00 $5,000.00 $584.34 $5,843.40 $1,000.00 $10,000.00 6 Water Polution Control LS 1 $15,000.00 $15,000.00 $11,507.52 $11,507.52 $45,000.00 $45,000.00 7 Clearing and grubbing LS 1 $30,000.00 $30,000.00 $7,929.82 $7,929.82 $100,000.00 $100,000.00 8 Construct gabion wall (street wall) CY 30 $603.00 $18,090.00 $1,000.62 $30,018.60 $2,000.00 $60,000.00 9 Construct plastic barrier at gabion wall LF 90 $105.00 $9,450.00 $50.99 $4,589.10 $25.00 $2,250.00 10 Construct 6" concrete header curb LF 127 $80.00 $10,160.00 $27.16 $3,449.32 $120.00 $15,240.00 11 Construct permeable concrete pavers SF 3818 $37.00 $141,266.00 $28.24 $107,820.32 $35.00 $133,630.00 12 Construct 26" high turnback barrier LF 131 $250.00 $32,750.00 $451.87 $59,194.97 $300.00 $39,300.00 13 Construct 8' chain link fence LF 26 $135.00 $3,510.00 $801.57 $20,840.82 $200.00 $5,200.00 14 Buy/Install 92" ADA picnic tables EA 2 $3,500.00 $7,000.00 $2,961.87 $5,923.74 $3,000.00 $6,000.00 15 Buy/Install 72" picnic tables EA 2 $3,300.00 $6,600.00 $2,814.23 $5,628.46 $2,800.00 $5,600.00 16 Buy/Install benches EA 2 $4,000.00 $8,000.00 $2,536.66 $5,073.32 $2,500.00 $5,000.00 17 Buy/Install trash/recycle receptacles EA 2 $2,000.00 $4,000.00 $1,520.58 $3,041.16 $2,500.00 $5,000.00 18 Buy/Install park interpretive signage EA 2 $7,500.00 $15,000.00 $7,917.87 $15,835.74 $4,000.00 $8,000.00 19 Buy/Install grant acknowledgement signage EA 1 $2,500.00 $2,500.00 $5,126.53 $5,126.53 $2,500.00 $2,500.00 Palm Engineering
Construction Company, Inc. SWCS, Inc.

OrangeBlue General
Contractors

Exhibit B

20 Furnish and install curb inlet trash capture devices per SWRCB approved list EA 5 $8,500.00 $42,500.00 $3,133.48 $15,667.40 $9,000.00 $45,000.00 21 Controller expansion module EA 1 $1,500.00 $1,500.00 $7,417.17 $7,417.17 $700.00 $700.00 22 Temporary irrigation for wetland and upland establishment SF 8911 $5.00 $44,555.00 $11.95 $106,486.45 $5.60 $49,901.60 23 Soil prep - upland planting area SF 2020 $5.00 $10,100.00 $4.89 $9,877.80 $2.25 $4,545.00 24 Fine grading SF 9025 $1.00 $9,025.00 $1.08 $9,747.00 $0.50 $4,512.50 25 Shrubs, 5 gallon EA 68 $80.00 $5,440.00 $65.17 $4,431.56 $50.00 $3,400.00 26 Shrubs, 1 gallon EA 2084 $37.00 $77,108.00 $27.16 $56,601.44 $30.00 $62,520.00 27 180 day maintenance SF 8911 $1.93 $17,198.23 $1.47 $13,099.17 $1.15 $10,247.65 28 Provide/install solar light fixture with concrete footing EA 1 $35,000.00 $35,000.00 $14,282.58 $14,282.58 $25,000.00 $25,000.00 29 Qualified Biologist Services LS 1 $45,000.00 $45,000.00 $33,930.63 $33,930.63 $18,000.00 $18,000.00 30 Implement Recommended Mitigation Measures Allowance 1 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $10,000.00 $716,252.23 $800,641.63 $996,546.75
Additive Alternate 1
31 Buy/Install 15'X22' shade structure EA 1 $59,500.00 $59,500.00 $43,443.57 $43,443.57 $125,000.00 $125,000.00 32 Construct concrete stairs SF 672 $39.33 $26,429.76 $108.62 $72,992.64 $70.00 $47,040.00 33 Construct 6" concrete header SF 105 $65.00 $6,825.00 $27.16 $2,851.80 $120.00 $12,600.00 34 Construct stainless steel handrails LF 81 $300.00 $24,300.00 $303.26 $24,564.06 $300.00 $24,300.00 35 Construct gabion wall at podium CY 47 $500.00 $23,500.00 $1,003.51 $47,164.97 $2,000.00 $94,000.00 36 Construct gravel fill under podium and ramp CY 41 $235.00 $9,635.00 $353.42 $14,490.22 $300.00 $12,300.00 37 Provide/install 316 SS solar powered unisex restroom LS 1 $253,000.00 $253,000.00 $261,996.34 $261,996.34 $260,000.00 $260,000.00 38 Construct concrete paving, 4" thick with medium broom finish SF 266 $49.11 $13,063.26 $59.74 $15,890.84 $25.00 $6,650.00 39 Connect/ connect 4" ABS sewer from modular restroom to LF 21 $135.00 $2,835.00 $381.24 $8,006.04 $250.00 $5,250.00 40 Connect 1 -1/2" pvc water line from modular restroom to existing 1" gopper line LF 41 $115.00 $4,715.00 $234.61 $9,619.01 $350.00 $14,350.00 41 Construct concrete paving, 17" thick PCC with medium broom finish restroom foundation SF 110 $115.00 $12,650.00 $108.62 $11,948.20 $60.00 $6,600.00 42 Construct permeable pavers (DEDUCT FROM BASE BID) SF 1245 -$48.00 -$59,760.00 -$28.24 -$35,158.80 -$35.00 -$43,575.00 Subtotal $376,693.02 $477,808.89 $564,515.00
$1,092,945.25 $1,278,450.52 $1,561,061.75
Subtotal
Total

OWNER - CONTRACTOR AGREEMENT

PARADISE CREEK EDUCATIONAL PARK WETLAND EXPANSION PROJECT, CIP NO. 21-28

This Owner-Contractor Agreement (“Agreement”) is made by and between the City of National City, 1243 National City Boulevard National City, California 91950 and Palm Engineering Construction Company, Inc. (“Contractor”), 7330 Opportunity Road, Suite A, San Diego, CA 92111 on the 30th day of June , 2026, for the construction of the above referenced Project.

In consideration of the mutual covenants and agreements set forth herein, the Owner and Contractor have mutually agreed as follows:

1. CONSTRUCTION

The C ontractor agrees to do all the w ork and furnish all the labor, services, materials and equipment necessary to construct and complete the Project in a turn-key manner in accordance with this Agreement and all documents and plans referenced in Exhibit “A”, (hereinafter “Contract Documents ”), in compliance with all relevant Federal, State of California, County of San Diego and City of National Ci ty codes and regulations, and to the satisfaction of the Owner.

2. CONTRACT PRICE

Owner hereby agrees to pay and the Contractor agrees to ac cept as full compensation for constructing the project in accordance with these Contract Documents in an amount not to exceed the contract p rice as set forth in Exhibit “B” attached hereto and incorporated herein by reference. Payments to the Contractor shall be made in the manner described in the Special Provisions.

3. TIME FOR PERFORMANCE

Time is of the essence for this Agreement and the Contractor shall construct the project in every detail to a complete and turn- key fashion to the satisfaction of the Owner within the specified duration set forth in the Special Provisions.

4. NON-DISCRIMINATION

In the performance of this Agreement, the Contractor shall not refuse or fail to hire or employ any qualified person, or bar or discharge from employment any person, or discriminate against any person, with respect to such person's compensation, terms, conditions or privileges of employment because of such person's race, religious status, sex or age.

5. AUTHORIZED OWNER REPRESENTATIVES

On behalf of the Owner , the Project Manager designated at the pre -construction meeting shall be the Owner’s authorized representative in the interpretation and enforcement of all Work performed in connection with this Agreement.

6. WORKERS' COMPENSATION INSURANCE

a) By my signature hereunder, as Contractor, I certify that I am aware of the provisions of Sec tion 3700 of the Labor Code, which requires every employer to be insured against liability for Workers’ Compensation or to undertake self -insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of the Work of this Agreement.

b) The Contractor shall require each subcontractor to comply with the requirements of Section 3700 of the Labor Code. Before commencing any Work, the Contractor shall cause each subcontractor to execute the following certification:

"I am aware of the provisions of Section 3700 of the Labor Code, which requires every employer to be insured against liability for worker's compensation or to undertake self-insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of the Work of this Agreement."

7. ENTIRE AGREEMENT; CONFLICT

The Contract Documents comprise the entire agreement between the Owner and the Contractor with respect to the Work. In the event of conflict between the terms of this Agreement and the bid of the Contractor, then this Agreement shall control and nothing herein shall be considered as an acceptance of the terms of the bid conflicting herewith.

8. MAINTENANCE OF AGREEMENT DOCUMENTATION

Contractor shall maintain all books, documents, papers, employee time sheets, accounting records and other evidence pertaining to costs incurred and shall make such materials available at its office at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment under this Agreement, for inspection by Owner and copies thereof shall be furnished to Owner if requested.

9. INDEPENDENT CONTRACTOR

At all times during the term of this Agreement, Contractor shall be an independent contractor and shall not be an employee, agent, partner or joint venturer of the Owner .

Owner shall have the right to control Contractor insofar as the results of Contractor's

services rendered pursuant to this Agreement; however, Owner shall not have the right to control the means by which Contractor accomplishes such services.

10. LICENSES AND PERMITS

Contractor represents and declares to Owner that it has all licenses, permits, qualifications and approvals of whatever nature which are legally required to practice its profession. Contractor represents and warrants to Owner that Contractor shall, at its sole cost and expense, keep in effect at a ll times during the term of this Agreement, any licenses, permits, qualifications or approvals which are legally required for Contractor to practice its profession.

11. GOVERNING LAW, VENUE

This Agreement and the Contract Documents shall be construed under and in accordance with the laws of the State of California, and the appropriate venue for any action or proceeding arising from this Agreement and/or the Contract Documents shall be had in the Superior Court of San Diego, Central Branch.

12. COUNTERPARTS

This Agreement may be executed in any number of counterparts, each of which shall for all purposes be deemed to be an original.

13. FALSE CLAIMS

Contractor acknowledges that if a false claim is submitted to the Owner , it may be considered frau d and Contractor may be subject to criminal prosecution. Contractor acknowledges that the False Claims Act, California Government Code sections 12650, et seq., provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include within their scope false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of the information. In the event the Owner seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorneys’ fees. Contractor hereby acknowledges that the filing of a false claim may the Contractor to an administrative debarment proceeding wherein Contractor may be prevented from further bidding on public contracts for a period of up to five (5) years.

I have read and understood all of the provisions of this Section 15, above:

(Initial) (Initial)

14. AGREEMENT MODIFICATION

This Agreement and the Contract Documents may not be modified orally or in any manner other than by an amendment in writing and signed by the Owner and the Contractor.

IN WITNESS WHEREOF this Agreement is executed as of the date first written above.

Owner: Contractor:

Ron Morrison (Owner/Officer signature)
Mayor, City of National City

Attest: Print name and title

Heidi Skinner (Second officer signature if a corporation) City Attorney, City of National City

Print name and title

Contractor’s City Business License No.

State Contractor’s License No. and Class

Business street address

City, State and Zip Code

EXHIBIT A

CONTRACT DOCUMENTS

Owner/Contractor Agreement

Bid Schedule

Addenda

Plans

Special Provisions (Specifications)

San Diego County Regional Standard Drawings

City of National City Standard Drawings

Standard Specifications for Public Works Construction and Regional Supplements (Greenbook)

State Standard Specifications

State Standard Plans

California Building, Mechanical, Plumbing and Electrical Codes

Permits issued by jurisdictional regulatory agencies

Electric, gas, and communications companies specifications and standards

Sweetwater Authority specifications and standards

Specifications, standards and requirements of MTS, BNSF, SANDAG, Port of San Diego and all other agencies that may be adjacent and/or affected by the project.

EXHIBIT B

CONTRACT PRICE

No. Item Description Unit Qty Unit Price Line Total
1 Mobilization/Demobilization LS 1 $55,000.00 $55,000.00 2 Surveying and Construction Staking LS 1 $15,000.00 $15,000.00 3 Traffic Control and Pedestrian Control LS 1 $7,500.00 $7,500.00 4 Unclassified Excavation LS 1 $33,000.00 $33,000.00
5 Removal, Disposal & Replacement of Unsuitable
Material CY 10 $500.00 $5,000.00
6 Water Polution Control LS 1 $15,000.00 $15,000.00
7 Clearing and grubbing LS 1 $30,000.00 $30,000.00
8 Construct gabion wall (street wall) CY 30 $603.00 $18,090.00 9 Construct plastic barrier at gabion wall LF 90 $105.00 $9,450.00 10 Construct 6" concrete header curb LF 127 $80.00 $10,160.00 11 Construct permeable concrete pavers SF 3818 $37.00 $141,266.00 12 Construct 26" high turnback barrier LF 131 $250.00 $32,750.00 13 Construct 8' chain link fence LF 26 $135.00 $3,510.00 14 Buy/Install 92" ADA picnic tables EA 2 $3,500.00 $7,000.00 15 Buy/Install 72" picnic tables EA 2 $3,300.00 $6,600.00 16 Buy/Install benches EA 2 $4,000.00 $8,000.00
17 Buy/Install trash/recycle receptacles EA 2 $2,000.00 $4,000.00 18 Buy/Install park interpretive signage EA 2 $7,500.00 $15,000.00 19 Buy/Install grant acknowledgement signage EA 1 $2,500.00 $2,500.00 20 Furnish and install curb inlet trash capture devices per SWRCB approved list EA 5 $8,500.00 $42,500.00
21 Controller expansion module EA 1 $1,500.00 $1,500.00 22 Temporary irrigation for wetland and upland
establishment SF 8911 $5.00 $44,555.00
23 Soil prep - upland planting area SF 2020 $5.00 $10,100.00 24 Fine grading SF 9025 $1.00 $9,025.00
25 Shrubs, 5 gallon EA 68 $80.00 $5,440.00
26 Shrubs, 1 gallon EA 2084 $37.00 $77,108.00
27 180 day maintenance SF 8911 $1.93 $17,198.23
28 Provide/install solar light fixture with concrete footing EA 1 $35,000.00 $35,000.00 29 Qualified Biologist Services LS 1 $45,000.00 $45,000.00 30 Implement Recommended Mitigation Measures Allowance 1 $10,000.00 $10,000.00 Subtotal $716,252.23
Base Bid

31 Buy/Install 15'X22' shade structure EA 1 $59,500.00 $59,500.00 32 Construct concrete stairs SF 672 $39.33 $26,429.76
33 Construct 6" concrete header SF 105 $65.00 $6,825.00 34 Construct stainless steel handrails LF 81 $300.00 $24,300.00 35 Construct gabion wall at podium CY 47 $500.00 $23,500.00 36 Construct gravel fill under podium and ramp CY 41 $235.00 $9,635.00 37 Provide/install 316 SS solar powered unisex restroom LS 1 $253,000.00 $253,000.00 38 Construct concrete paving, 4" thick with medium
broom finish SF 266 $49.11 $13,063.26
39 Connect/ connect 4" ABS sewer from modular restroom
to existing 4" hub LF 21 $135.00 $2,835.00
40 Connect 1 -1/2" pvc water line from modular restroom to existing 1" gopper line LF 41 $115.00 $4,715.00
41 Construct concrete paving, 17" thick PCC with medium broom finish restroom foundation SF 110 $115.00 $12,650.00 42 Construct permeable pavers (DEDUCT FROM BASE BID) SF 1245 -$48.00 -$59,760.00 Subtotal $376,693.02
Total $1,092,945.25
Additive Alternate 1

CORPORATE CERTIFICATE

I, ___________________________________ certify that I am the Secretary of the Corporation named as Contractor in the foregoing Contract; that _____________________________________, who signed said contract on behalf of the Contractor, was then ______________________________________________ of said Corporation; that said contract was duly signed for and in behalf of said Corporation by authority of its governing body and is within the scope of its corporate powers.

I, ___________________________________ certify that I am the Secretary of the Corporation named as Contractor in the foregoing Contract; that _____________________________________, who signed said contract on behalf of the Contractor, was then _______________________________________________ of said Corporation; that said contract was duly signed for and in behalf of said Corporation by authority of its governing body and is within the scope of its corporate powers.

Corporate Seal:

PARTNERSHIP CERTIFICATE

STATE OF ______________________________)
) ss
COUNTY OF _____________________________)

On this __________ day of ___________, 20 _, before me, the undersigned, a Notary Public in and for said County and State, personally appeared:

_____________________________________________________________

____________________________ (Notary Seal)

known to me to be _________________________________of the partners of the partnership that executed the within instrument, and acknowledged to me that such partnership executed the same.

Signature: _______________________________________________________________

Name (Type or Print): _____________________________________________________ (Notary Public in and for said County and State)

My Commission expires: __________________________________________________

PERFORMANCE BOND

WHEREAS, the City Council of the City of National City, by Resolution No. _______________, passed the 30th day of _ June_, 2026 has awarded to ___________________________________, hereinafter designated as the "Principal", the PARADISE CREEK EDUCATIONAL PARK WETLAND EXPANSION, CIP No. 21-28.

WHEREAS, said Principal is required under the terms of said contract to furnish a bond for the faithful performance of said contract.

NOW, THEREFORE, we, the Principal and
___________________________________________ as surety, are held and firmly bound unto the City Council of the City of National City, hereinafter called the "Council", in the penal sum of
_______________________________________________________($______________) lawful money of the United States, for the payment of which sum well and truly to be made, we bind ourselves, our heirs, executors, administrators and successors, jointly and severally, firmly by these presents.

THE CONDITION OF THIS OBLIGATION IS SUC H THAT if the above bounden Principal, his/her or its heirs, executors, administrators, successors or assigns, shall in all things stand to and abide by, and well and truly keep and perform the covenants, conditions and agreements in the said contract any alteration thereof made as therein provides, on his or their part, to be kept and performed at the time and in the amount therein specified, and in all respects according to their true intent and meaning, and shall indemnify and save harmless the City of N ational City, the City Council, their officers, agents, and employees, as therein stipulated, then this obligation shall become null and void; otherwise it shall be and remain in full force and virtue.

And the said Surety, for value received, hereby s tipulates and agrees that no change, extension of time, alteration or addition to the terms of the contract or to the work to be performed herein or the specifications accompanying the same shall in any wise affect its obligations on this bond, and it does hereby waive notice of any such change, extension of time, alteration or additions to the terms of the contract or to the work or to the specifications.

In the event suit is brought upon this bond by the City of National City and judgment is recovered, the surety shall pay all costs incurred by the Council in such suit, including a reasonable attorney's fee to be fixed by the Court.

IN WITNESS WHEREOF three identical counterparts of this instrument, each of which shall for all purposes be deemed an original thereof, have been duly executed by the

Principal and Surety above named, on the ________ day of ____________, 20_.

____________________________(SEAL)

____________________________(SEAL)

____________________________(SEAL)

____________________________(SEAL)

____________________________(SEAL)

____________________________(SEAL)

Surety Principal

PERFORMANCE BOND

ATTORNEY-IN-FACT ACKNOWLEDGEMENT OF SURETY

STATE OF ______________________________ )
) ss
COUNTY OF _____________________________)

On this______ day of ______________, 20_, before me, the undersigned, a Notary Public in and for said County and State, personally appeared ____________________________________________ known to me to be the person whose name is subscribed to the within instrument as the attorney -in-fact of the ____________________________________________, the corporation named as Surety in said instrument, and acknowledged to me that he subscrib ed the name of said corporation thereto as Surety, and his own name as attorney-in-fact.

NOTE: Signature of those executing for
Surety must be properly
acknowledged.

NOTE: The Attorney -in-fact must attach a
certified copy of the Power of
Attorney.

Signature: _______________________________________________________________

Name (Type or Print): _____________________________________________________ Notary Public in and for said County and State

My Commission expires: __________________________________________________

PAYMENT BOND

WHEREAS, the City Council of the City of National City, by Resolution No. ________________, passed the 30th day of _ June_, 2026 has awarded ________________________________________________, hereinafter designated as the "Principal”, the Paradise Creek Educational Park Wetland Expansion, CIP No. 21-28.

WHEREAS, said Principal is required by Chapter 5 (commencing at Section 3225) and Chapter 7 (commencing at Section 3247), Title 15, Part 4, Division 3 of the California Civil Code to furnish a bond in connection with said contract;

NOW, THEREFORE, we, the Principal and __________________________________ as surety, are held and firmly bound unto the City Council of the City of National City, hereinafter called the "Council", in the penal sum of
____________________________________________ lawful money of the United States, for the payment of which sum well and truly to be made, we bind ourselves, our heirs, executors, administrators and successors, jointly and severally, firmly by these presents.

THE CONDITION OF THIS OBLIGATION IS SUCH that if said Principal, his/her or its subcontractors, heirs, executors, administrators, successors, or assigns, shall fail to pay any of the persons named in Section 3181 of the California Civil Code, or amounts due under the Unemployment Insurance Code with respect to work or labor perfor med by any such claimant, or for any amounts required to be deducted, withheld, and paid over to the Franchise Tax Board from the wages of employees of the Contractor and his subcontractors pursuant to Section 18806 of the Revenue and Taxation Code, with respect to such work and labor the Surety will pay for the same in an amount not exceeding the sum hereinafter specified, and also, in case suit is brought upon this bond, a reasonable attorney's fee, to be fixed by the Court.

This Bond shall inure to the benefit of any of the persons named in Section 3181 of the California Civil Code, so as to give a right of action to such persons or their assigns in any suit brought upon this bond.

It is further stipulated and agreed that the Surety on this bond shall not be exonerated or released from the obligation of this bond by any change, extension of time for performance, addition, alteration or modification in, to, or of any contract, plans, specifications, or agreement pertaining or relating to any scheme or w ork of improvement hereinabove described or pertaining or relating to the furnishing of labor, materials, or equipment therefore, not by any change or modification of any terms of payment or extension of the time for any payment pertaining or relating to a ny scheme or work of improvement hereinabove described, nor by any rescission or attempted rescission of the contract, agreement or bond, nor by any conditions precedent or subsequent in the bond attempting to limit the right of recovery of claimants other wise entitled to recover under any such contract or agreement or under the bond, nor by any fraud practiced by any person other than the claimant seeking to recover on the bond and that this bond be construed most strongly against the Surety and in favor o f all persons for whose benefit such bond is given, and under no circumstances shall Surety be released from liability to those for whose benefit such bond has been given, by reason of any breach of contract between the owner of Public Entity and original contractor or on the part of any obliges named in such bond, but the sole conditions of recovery shall be that claimant is a person described in Section 3110 or 3112 of the California Civil Code, and has not been paid the full amount of his claim and that Surety does hereby waive notice of any such change, extension of time, addition, alteration or modification herein mentioned.

IN WITNESS WHEREOF three identical counterparts of this instrument, each of which shall for all purposes be deemed an original th ereof, have been duly executed by the Principal and Surety above named, on the ________ day of _____________________, 20_.

____________________________(SEAL)

____________________________(SEAL)

____________________________(SEAL)

____________________________(SEAL)

____________________________(SEAL)

____________________________(SEAL)

Surety Principal

ATTORNEY-IN-FACT ACKNOWLEDGEMENT OF SURETY

STATE OF ______________________________ )
) ss
COUNTY OF _____________________________)

On this day _______ of __________________, 20 _, before me, the undersigned, a Notary Public in and for said County and State, personally appeared ____________________________________________ known to me to be the person whose name is subscribed to the within instrument as the attorney -in-fact of the ____________________________________________, the corporation named as Surety in said instrument, and acknowledged to me that he subscribed the name of said corporation thereto as Surety, and his own name as attorney-in-fact.

NOTE: Signature of those executing for
Surety must be properly
acknowledged.

NOTE: The Attorney -in-fact must attach a
certified copy of the Power of
Attorney.

Signature:

Name (Type or Print):
(Notary Public in and for said County and State)

My Commission expires:

ATTACH ALL BONDS

RESOLUTION NO. 2026 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA , 1) AWARDING A CONTRACT TO PALM ENGINEERING CONSTRUCTION COMPANY, INC.

IN THE NOT -TO-EXCEED AMOUNT OF $ 1,092,945.25 FOR THE PARADISE CREEK EDUCATIONAL PARK WETLAND EXPANSION PROJECT, CIP NO. 21-28; 2) AUTHORIZING A 15% CONTINGENCY IN THE AMOUNT OF $163,942 FOR ANY UNFORESEEN CHANGES; AND 3) AUTHORIZING THE MAYOR TO EXECUTE THE CONTRACT.

WHEREAS, the Paradise Creek Educational Park Wetland Expansion project, CIP No. 21-28 (the “Project”) will demolish a portion of the existing industrial land use; expand wetlands; create a park/educational picnic area; install five trash control devices, interpretive signage, and sidewalk improvements; and construct public restrooms and a shade structure at the Paradise Creek Educational Park located at 140 W 18th Street; and

WHEREAS, on April 23, 2026, the bid solicitation for the Project was posted on PlanetBids, a free public electronic bidding system for contractors; and

WHEREAS, on April 29th and May 7th, 2026, the bid solicitation was advertised in the local newspaper; and

WHEREAS, on May 19, 2026, three (3) bids were received by the 2:00 p.m. deadline; and

WHEREAS, upon review of all documents submitted, Palm Engineering Construction Company, Inc.’s bid in the total bid amount of $1,092,945.25 was deemed responsive and they are the lowest responsible bidder qualified to perform the work as described in the Project specifications; and

WHEREAS, City staff recommends , 1) awarding a contract to Palm Engineering Construction Company, Inc. in the not to-exceed amount of $1,092,945.25 for the Paradise Creek Educational Park Wetland Expansion project, CIP No. 21-28; 2) authorizing a 15% contingency in the amount of $163,942 for any unforeseen changes; and 3) authorizing the Mayor to execute the contract.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council hereby authorizes the Mayor to execute the contract with Palm Engineering Construction Company, Inc. in the not-to-exceed amount of $1,092,945.25 for the Paradise Creek Educational Park Wetland Expansion project, CIP No. 21-28.

Section 2: That the City Council hereby authorizes a 15% contingency in the amount of $163,942 for any unforeseen changes.

Section 3: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 30th day of June, 2026.

Ron Morrison, Mayor
ATTEST:

Shelley Chapel, MMC, City Clerk

APPROVED AS TO FORM:

Heidi Skinner, City Attorney

AGENDA REPORT

Department: City Manager's Office
Prepared by: Douglas J. Schulze, City Manager
Meeting Date: Tuesday, June 30, 2026
Approved by: Douglas J. Schulze, City Manager

SUBJECT:

Authorization to Issue a Request for Proposals (RFP) for City Council Facilitation Services.

RECOMMENDATION:

That the City Council Authorize the City Manager to Issue a Request for Proposal (RFP) for City Council Facilitation Services (RFP-2026-01) and Authorize the City Manager to take all Necessary Steps to Solicit, Evaluate, and Return to the City Council with a Recommendation for Award of a Professional Services Agreement.

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

I. Background

The City of National City is a full-service Southern California municipality located in San Diego County, with a population of approximately 60,000 residents. Incorporated in 1887, National City is one of the oldest cities in San Diego County. The City operates under a Council-Manager form of government, in which five (5) elected City Council Members set policy direction and the City Manager serves as the Chief Executive Officer responsible for the day -to-day administration of City operations, programs, and services.

The City Council consists of a Mayor elected at large and four (4) Councilmembers elected by District. The Council provides policy leadership, setting the strategic direction of the organization, and representing the interests of National City residents. E ffective governance requires that members of the City Council share a common understanding of their roles, responsibilities, and communication norms — both collectively and in relation to City staff.

The City has recently completed the appointment of a ne w City Manager, who has commenced their tenure at the helm of City administration. The arrival of new executive leadership represents a natural and appropriate juncture to invest in governance effectiveness. Transitions in leadership at the executive level benefit significantly from structured, professionally facilitated engagement that supports the development of productive working relationships, alignment around organizational values, and a shared understanding of community priorities and strategic direction.

It is in this context — a committed and engaged City Council, a newly appointed City Manager, and an evolving community landscape — that staff proposes to engage a qualified, neutral professional facilitator to support the City Council and City manage ment in building a strong governance foundation for the years ahead.

II. Purpose of City Council Facilitation Services

Professional facilitation services, in the context of California municipal government, refer to the engagement of an independent, credentialed consultant who facilitates structured dialogue and planning activities among elected officials, appointed leadership, and — where appropriate — community stakeholders. Facilitators bring expertise in group dynamics, organizational development, and local government governance, enabling them to guide participants through complex, sometimes sensitive conversations in a productive and constructive manner.

The value of engaging an independent, neutral facilitator — rather than relying on internal facilitation — cannot be overstated. A neutral professional creates an environment in which all participants feel equally heard, reduces the risk of any single perspective dominating the conversation, and enables elected officials and executive staff to participate fully as stakeholders rather than managing the process itself. This independence is particularly critical in settings involving the relationship between a governing body and its chief executive.

Many California cities and counties regularly engag e professional facilitation consultants to support governance effectiveness, Council retreats, and strategic planning processes. Such engagements are widely recommended by professional organizations including the League of California Cities, the Internatio nal City/County Management Association (ICMA), and the California City Management Foundation (CCMF) as a best practice in high -performing local governments.

The intended scope of services under the proposed RFP includes the following primary components:

1. Individual Pre -Engagement Assessments: One-on-one confidential interviews or assessments with each City Council Member and the City Manager to identify individual perspectives, priorities, concerns, and goals prior to any group facilitation activity. These assessments inform the facilitator's design of the retreat and establish a foundation of trust and understanding.

2. Facilitated City Council Retreat: A structured, full -day or multi -session retreat for the City Council and City Manager focused on governance norms, roles and responsibilities, communication protocols, Council -Manager working relationships, and identification of community priorities. The retreat will be conducted in accordance with the Ralph M. Brown Act and applicable open meeting laws.

3. Strategic Planning Sessions: Facilitated work sessions to develop a three-to-five-year community vision, organizational goals, and a policy priority fram ework aligned with the needs and aspirations of National City residents. This framework will guide Council decision-making and City resource allocation.

4. Post-Retreat Follow-Up and Implementation Support: Delivery of a written summary of outcomes, commitments, and agreed-upon norms; provision of tools and resources to support ongoing implementation; and, as needed, follow-up check-in sessions to assess progress and address emerging governance dynamics.

III. Procurement Process

Staff proposes to solicit proposals through a formal, competitive Request for Proposals (RFP) process consistent with the requirements of the California Public Contract Code and the City of National City's Purchasing Policy. A competitive RFP process ensures that the City r eceives qualified proposals from multiple firms, allows for a rigorous and equitable evaluation of qualifications and cost, and protects the City's fiduciary interests.

The RFP will be publicly advertised and made available to qualified consulting firms with demonstrated experience in municipal government facilitation, organizational development, and/or local government strategic planning. Outreach may include distribution through the League of California Cities, ICMA, professional facilitation networks, and the City's vendor database.

A staff evaluation panel, comprised of appropriate City representatives, will review submitted proposals using established evaluation criteria, which will include, at minimum:

● Demonstrated experience and qualifications in municipal government facilitation and Council retreat services;
● Proposed methodology, work plan, and approach to the scope of services; ● Client references from comparable California municipal engagements; ● Proposed cost and fee schedule; and
● Quality and clarity of the written proposal.

Following proposal evaluation, the City Manager may conduct interviews with top -ranked firms.

The City Manager will return to the City Council with a staff recommendation for award of a Professional Services Agreement to the most qualified and cost-effective proposer.

IMPORTANT NOTE REGARDING CONTRACT AWARD:

No contract is being awarded at this meeting. The City Council is asked solely to authorize the issuance of the RFP. Any award of a Professional Services Agreement will be returned to the City Council for consideration and approval consistent with the City's purchasing authority thresholds. For budgeting purposes, the estimated contract value is not to exceed $50,000 for all facilitation services; however, the actual award amount is subject to City Council approval at the time of contract award.

IV. Proposed Procurement Schedule
Staff anticipates the following procurement and engagement schedule, subject to adjustment based on proposal response and Council availability:

Milestone Estimated Date
City Council Authorization to Issue RFP [Current Meeting Date] RFP Issued / Publicly Advertised June / July 2026

Milestone Estimated Date
Proposals Due from Qualified Firms July 25, 2026
Staff Evaluation Panel Review and Firm Interviews August 2026 Staff Recommendation Presented to City Council September 2026 Anticipated Contract Award by City Council September 2026 Notice to Proceed Issued to Selected Firm October 2026
Pre-Engagement Individual Assessments October / November 2026 City Council Retreat Late 2026 / Early 2027
Strategic Planning Sessions Early 2027 (TBD with Council)

Note: All dates are estimates and are subject to change based on Council availability, proposal response volume, and contracting timelines.

STRATEGIC P LAN AND POLICY ALIGNMENT
This action is consistent with and supports the following policy commitments and organizational priorities of the City of National City:

● Effective and Transparent Governance: The proposed facilitation engagement directly supports the City's commitment to effective, transparent, and collaborative governance. A professionally facilitated retreat and strategic planning process strengthens the governing body's shared understanding of its collective role and individual responsibilities.

● Community-Centered Leadership: A structured strategic planning process enables the City Council and City management to identify and align around the priorities most important to National City reside nts, ensuring that the City's resources and programs reflect the community's values and aspirations.

● Organizational Excellence: Investment in the Council-Manager governance relationship reflects the City's commitment to organizational excellence and a hig h-performing municipal organization capable of delivering quality services and responsive government.

● Alignment with State and National Best Practices: The engagement of professional facilitation consultants for Council retreats and strategic planning is widely recognized as a best practice in California local government, as recommended by the League of California Cities, the International City/County Management Association (ICMA), and the California City Management Foundation (CCMF).

ALTERNATIVES
The City Council may consider the following alternatives to the recommended action:

Alternative 1 – Do Not Authorize the RFP; Direct Staff to Pursue a Different Approach The City Council could decline to authorize the issuance of RFP-2026-01 and instead direct staff to pursue an alternative approach to Council facilitation services. Such alternatives might include direct outreach to a sole -source provider pursuant to applicable sole -source procurement

justification requirements, a self -facilitated Council retreat led by a Council Member or internal staff, or a deferred engagement pending further Council discussion.

Staff does not recommend this alternative. A competitive RFP process is the most appropriate, transparent, and fiscally responsible method of procuring professional services of this nature. A sole-source procurement would require justification findings that may not be supportable in this context. A self-facilitated retreat reduces the neutrality, effectiveness, and professional quality of the engagement.

Alternative 2 – Modify the Scope of the RFP; Direct Staff to Return with a Revised RFP The City Council could direct staff to modify the scope of services described in the RFP — for example, by limiting the engagement to a Council retreat only, eliminating the strategic planning component, or otherwise adjusting the scope — and return to the City Council with a revised draft RFP prior to issuance.

Staff does not recommend this alternative. The proposed scope of services reflects a comprehensive and integrated approach to governance effectiveness that provides the greatest value to the City Council and community. However, staff acknowledges that the City Council may wish to refine scope elements, and would welcome direction to do so if the Council determines a narrower engagement is preferred. This alternative would delay the procurement timeline by at least one Council meeting cycle.

FINANCIAL STATEMENT:

Estimated
Contract
Value:

Not to exceed $50,000 (for budgeting purposes)
Funding
Source:

Administrative Services / City Manager's Office Operating Budget Budget
Availability:

Appropriations are available in the FY 2026–27 adopted budget Fiscal
Commitment
at This
Meeting:

None. Authorization to issue the RFP does not create a financial obligation.

A fiscal commitment will be incurred only upon City Council award of a Professional Services Agreement.

Contract
Award
Authority:

Any contract award will be presented to the City Council for approval consistent with applicable purchasing authority thresholds set forth in the City's Purchasing Policy.

All expenditures associated with this engagement will comply fully with the City of National City's purchasing policies, fiscal guidelines, and applicable provisions of the California Public Cont ract Code.

FISCAL NOTE:

Staff recommends that Finance confirm budget availability prior to issuance of the RFP. If sufficient appropriation is not available in the current fiscal year budget, staff will return to the City Council with a budget amendment request concurrent with or prior to contract award.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Not Applicable

ENVIRONMENTAL REVIEW:

This action is not subject to the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15378, as it does not constitute a "project" as defined therein. The issuance of a Request for Proposals for professional facilitation services is an organizational or administrative activity of government that will not result in direct or indirect physical changes to the environment. No further environmental review is required at this time. If any subsequent action associated with this engagement is determined to constitute a "project" subject to CEQA, appropriate environmental review will be conducted at that time prior to City Council action.

PUBLIC NOTIFICATION:

The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and 24 hours before a Special Meeting in accordance with the Ralph M. Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A - Draft Request for Proposals (RFP -2026-01) — City Council Facilitation Services Exhibit B - Sample Professional Services Agreement (for Reference Only — Not Approved at This Meeting)

CITY OF NATIONAL CITY
San Diego County, California • Incorporated 1887
1243 National City Boulevard • National City, CA 91950 • (619) 336 -4240 • www.nationalcityca.gov

REQUEST FOR PROPOSALS
City Council Facilitation Services
RFP No. RFP-2026-01

Issued By: City Manager's Office, City of National City Issue Date: June 30, 2026
Proposals Due: July 25, 2026 at 4:00 PM Pacific Time
Submission Address: City Manager's Office, 1243 National City Boulevard, National City, CA 91950 Electronic Submission: [email protected]
RFP Contact Person: Doug Schulze, City Manager
Contact Phone: (619) 336-4240
City Website: www.nationalcityca.gov

NOTICE: This Request for Proposals does not commit the City of National City to award a contract or to pay any costs incurred in the preparation of a proposal. The City reserves the right to accept or reject any or all proposals, to waive any irregularities or informalities, and to award a contract in the best interest of the City.

City of National City • City Manager's Office RFP-2026-01 • City Council Facilitation Services • Cover Page CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services • Issue Date: June 30, 2026

TABLE OF CONTENTS

Cover Page
Table of Contents
Section 1 — Introduction and Purpose

1.1 Overview

1.2 About the City of National City

1.3 Objective of the RFP
Section 2 — Background

2.1 Governance Context

2.2 Previous Facilitation or Strategic Planning Activities

2.3 Rationale for External Facilitator
Section 3 — Scope of Work

3.1 Pre-Engagement Assessment

3.2 Facilitation Planning and Coordination

3.3 City Council Retreat — Primary Facilitation Service

3.4 Strategic Planning Support

3.5 Post-Retreat Deliverables

3.6 Optional / Additional Services
Section 4 — Deliverables and Timeline

4.1 Required Deliverables

4.2 Proposed Schedule
Section 5 — Consultant Qualifications

5.1 Minimum Qualifications

5.2 Preferred Qualifications

5.3 References
Section 6 — Proposal Requirements and Submission Instructions

6.1 Proposal Format

6.2 Cost Proposal Format

6.3 Submission Instructions

6.4 Questions and Clarifications
Section 7 — Evaluation Criteria and Selection Process

7.1 Evaluation Process

7.2 Evaluation Criteria

7.3 Reference Check and Background Review

7.4 City's Rights
Section 8 — Terms and Conditions

8.1 General Terms

8.2 Insurance Requirements

8.3 Conflict of Interest

8.4 Non-Collusion

8.5 Americans with Disabilities Act

8.6 Equal Opportunity

8.7 Living Wage / Prevailing Wage

8.8 Indemnification

8.9 Governing Law and Venue

8.10 Public Records
Section 9 — Exhibits and Attachments
Exhibit A Non-Collusion Declaration
Exhibit B Insurance Requirements Acknowledgment

Exhibit C Sample Professional Services Agreement (Reference Only) Exhibit D Proposal Submission Checklist

City of National City • City Manager's Office RFP-2026-01 • City Council Facilitation Services • Table of Contents
CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

SECTION 1
—

INTRODUCTION AND PURPOSE

1.1 Overview

The City of National City ("City") is soliciting competitive proposals from qualified, experienced professional consultants or facilitation firms to provide City Council Facilitation Services. This Request for Proposals (RFP) describes the scope of services sought, the qualifications required of proposers, the format and content requirements for proposals, the evaluation criteria by which proposals will be assessed, and the terms and conditions applicable to this procurement.

The primary goal of this engagement is to support the City Council and the City's newly appointed City Manager in establishing a collaborative, effective governance foundation through structured facilitation, strategic planning, and organizational development activities. The City seeks a professional facilitator capable of guiding both elected officials and professional management staff through a productive, outcome-driven process at a pivotal moment in the City's leadership history.

The selected consultant will serve as a neutral, independent facilitator — not an advocate for any particular position or interest — to guide the City Council and City Manager through structured dialogue, goal-setting, and visioning sessions. The engagement is designed to produce concrete, actionable

governance agreements, strategic priorities, and a shared vision that will serve the community of National City for the next three to five years.

1.2 About the City of National City

The City of National City is a full-service municipal corporation incorporated in 1887, making it one of the oldest cities in San Diego County. Located in the South Bay subregion of the greater San Diego metropolitan area, National City encompasses approximately 9.2 square miles and is home to approximately 60,000 residents, representing one of the most diverse communities in the region. The City is bordered by the City of Chula Vista to the south, the City of San Diego to the north and east, and San Diego Bay to the west.

National City provides a comprehensive array of municipal services to its residents, businesses, and visitors, including: police protection and public safety; fire prevention and emergency medical services; public works, infrastructure maintenance, and capital improvement project delivery; community development, planning, and building services; parks and recreation programs; and general government and administrative services. The City operates its own Port of San Diego tidelands trust area, reflecting its historic relationship with the bay and maritime industry.

The City of National City is governed under the Council-Manager form of government. The City Council consists of five (5) members elected at-large to serve staggered four-year terms. The City Council serves as the governing body and establishes policy direction for the organization. The City Manager serves as the Chief Executive Officer of the City, appointed by and accountable to the City Council, and is responsible for the day-to-day administration and management of all City operations and personnel.

The City has recently completed the appointment of a new City Manager, who is in the early stages of their tenure. This transition represents a significant and positive opportunity for the City Council and the incoming City Manager to collectively establish governance norms, clarify expectations, articulate shared values, and set strategic priorities for the organization and the community it serves.

The City of National City is committed to the principles of good governance, meaningful community engagement, financial stewardship, and transparent, collaborative leadership. The City is proud of its diverse and vibrant community and is dedicated to delivering high-quality municipal services in an equitable, efficient, and responsive manner.

1.3 Objective of the RFP

Through this Request for Proposals, the City seeks to achieve the following objectives:

1. Identify and retain a professional facilitator or facilitation firm with demonstrated experience in local government council facilitation, organizational effectiveness, and strategic planning in the California municipal context.

2. Ensure the facilitation engagement is structured, professionally managed, neutral in approach, and outcome-oriented, resulting in measurable governance products and agreements.

3. Deliver a shared governance framework and strategic priority structure that will guide the City organization for the next three to five (3–5) years, reflect the values and goals of the City Council, and be communicable to the public.

4. Support the City Council and newly appointed City Manager in establishing a healthy, productive, and professionally grounded working relationship from the outset of this new leadership chapter.

City of National City • City Manager's Office RFP-2026-01 • City Council Facilitation Services • Section 1 CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

SECTION 2
—

BACKGROUND

2.1 Governance Context

The Council-Manager form of government, as practiced in the City of National City and a majority of California cities of similar size, depends fundamentally on a clear, productive, and mutually respectful working relationship between the elected governing body and the appointed professional management team. The California Government Code, the City's Municipal Code, and nationally recognized standards established by the International City/County Management Association (ICMA) and the League of California Cities collectively define the respective roles, responsibilities, and authorities of the City Council and City Manager. In practice, maintaining a healthy Council-Manager relationship requires regular, intentional communication and a shared understanding of governance norms.

Leadership transitions — including the appointment of a new City Manager — are broadly recognized within the local government profession as a significant inflection point and a high-value opportunity to reset governance norms, clarify roles and expectations, build trust, and align the organization around a common set of priorities. Research and practice in local government management consistently demonstrate that proactive investment in facilitated governance processes at the time of a leadership transition yields substantial long-term dividends in organizational effectiveness, Council cohesion, and community outcomes.

The City of National City's City Council and newly appointed City Manager are committed to launching this new chapter in City leadership in a structured, thoughtful, and professionally supported manner.

The City is seeking a professional facilitator to guide this process and ensure that all participants — elected officials and senior management alike — have an equal voice in establishing the shared foundation for this governance partnership.

2.2 Previous Facilitation or Strategic Planning Activities

The City of National City [has / has not] engaged in formal, facilitated strategic planning or City Council retreat activities in recent years. [Staff Note: Insert a brief factual description of any prior facilitation activities, strategic plans, or relevant planning documents, or confirm that the City is initiating this type of engagement for the first time / is reestablishing a regular cadence. Delete this bracketed instruction prior to publication.]
Regardless of prior activities, the City is committed to establishing a regular cadence of structured, facilitated governance conversations as an ongoing best practice. The current RFP represents the City's investment in that commitment and is intended to initiate a new, forward-looking chapter in the City's strategic planning and governance culture.

2.3 Rationale for External Facilitator

The City has determined that an external, neutral professional facilitator is best suited to lead this engagement for the following reasons:
● Neutrality and Objectivity: A neutral, third-party facilitator removes the burden of process management from participants — including the City Manager and City Council Members — allowing all participants to engage fully and authentically in substantive discussions without the competing demands of managing group dynamics or process flow. ● Professional Methodology: Professional facilitators experienced in municipal government bring proven, structured methodologies for managing complex multi-stakeholder conversations, surfacing areas of alignment and disagreement, and driving toward actionable outcomes. ● Objective Perspective: An external facilitator with no prior relationship to National City's internal politics or organizational history is positioned to offer fresh perspective, challenge assumptions constructively, and facilitate candid dialogue that might otherwise be inhibited. ● Best Practice Alignment: The League of California Cities and the International City/County Management Association (ICMA) recommend periodic facilitated retreats and strategic planning engagements as a recognized best practice for effective local governance, particularly at the time of leadership transitions.
● Staff Capacity: City staff resources are fully engaged in the day-to-day delivery of municipal services. An external facilitator allows the engagement to proceed at a professional level without placing an undue burden on existing staff.

City of National City • City Manager's Office RFP-2026-01 • City Council Facilitation Services • Section 2 CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

SECTION 3
—

SCOPE OF WORK

The selected consultant shall provide the full scope of professional facilitation and strategic planning services described below. All services shall be performed by qualified professionals in accordance with applicable professional standards and in close coordination with the City Manager's designee. The Scope of Work is organized into six (6) task areas, with Task Areas 3.1 through 3.5 constituting required minimum services and Task Area 3.6 describing optional services that proposers may include at their discretion.

3.1 Pre-Engagement Assessment

Prior to any facilitated sessions, the consultant shall conduct a structured pre-engagement assessment of all key participants. The purpose of the assessment is to give the facilitator a thorough understanding of each participant's perspective, goals, communication preferences, and areas of concern, so that the facilitation design can be tailored to the specific needs of this City Council and City Manager.

The pre-engagement assessment shall include the following elements:
● Individual confidential interviews or structured written assessments with each of the five (5) City Council Members and the newly appointed City Manager (six [6] participants total). Individual interviews are strongly preferred as the primary assessment methodology; the use of written assessments alone, without individual conversation, must be justified in the proposal. ● Assessment instruments designed to capture, at minimum: each participant's governance priorities; perceived organizational strengths and challenges; individual communication preferences and working styles; personal goals and expectations for the retreat and the facilitation engagement; views on community priorities and organizational culture; and any specific topics or concerns the participant wishes to ensure are addressed. ● Preparation of a written Pre-Engagement Assessment Summary Report that synthesizes themes from all individual interviews or assessments, identifies areas of alignment among participants,

and identifies topics that require structured discussion during the retreat. This report shall be shared with participants during the retreat itself as a facilitation tool, and shall not be distributed to participants in advance of the retreat, in order to preserve the integrity of the facilitated dialogue.

All individual assessment conversations and written responses shall be held in strict confidence by the consultant. The Assessment Summary Report shall present synthesized themes only and shall not attribute any specific comment, position, or view to any individual participant. The consultant shall obtain written consent from each participant prior to any use of assessment information in materials distributed beyond the facilitation team.

3.2 Facilitation Planning and Coordination

Following completion of the pre-engagement assessment and prior to the City Council Retreat, the consultant shall conduct facilitation planning and coordination activities, including the following:
● Meet or confer (in-person or by video conference) with the City Manager's designee to review assessment findings, discuss the retreat objectives, and develop a recommended agenda structure and facilitation approach.
● Develop a detailed, written retreat agenda and submit the draft to the City Manager for review, comment, and approval no fewer than fourteen (14) calendar days prior to the scheduled retreat date. The final agenda shall be approved by the City Manager prior to distribution to participants.
● Prepare and provide to participants, as appropriate, any pre-reading materials, pre-work assignments, or preparation guidance designed to enhance participant readiness and engagement at the retreat. All pre-reading materials must be reviewed and approved by the City Manager's designee prior to distribution.
● Coordinate with City staff on all logistical aspects of the retreat, including: venue selection guidance, room setup and configuration recommendations, audio-visual and technology requirements, and materials and supplies needs. The City shall be responsible for securing the venue, arranging catering, and managing all direct logistical expenses unless otherwise agreed in writing.

● Prepare all facilitation materials, including slide presentations, wall charts, worksheets, and documentation tools required for the retreat.

3.3 City Council Retreat — Primary Facilitation Service

The consultant shall facilitate a City Council Retreat as the primary and central deliverable of this engagement. The retreat shall be structured as a one-day session or, if proposed by the consultant and approved by the City Manager, as multiple sessions of shorter duration designed to achieve equivalent outcomes. The retreat may be held at a City facility or at an appropriate off-site location, as determined by the City.

The retreat agenda shall include, at minimum, the following substantive topic areas. Proposers are encouraged to propose alternative sequencing or structuring of these topics, provided all topic areas are addressed and the proposed structure is supported by a clear facilitation rationale:

5. Welcome, Introductions, and Ground Rules: Establish a safe and productive environment; present and agree upon group norms; articulate retreat objectives and expected outcomes.

6. Roles and Responsibilities — Council and City Manager Governance Model: Structured review and discussion of the respective roles of elected officials and the City Manager under the Council-Manager form of government; clarification of boundaries, expectations, and appropriate channels of communication.

7. Communication Norms and Working Agreements: Facilitated development of explicit agreements regarding how the City Council and City Manager will communicate, disagree productively, handle conflict, and hold one another accountable in a professional and respectful manner.

8. Community Values and Organizational Culture: Discussion of the core values that should define the City's organizational culture and guide the conduct of City officials and staff; alignment on what National City stands for and what it aspires to become.

9. Strategic Priorities and Goal-Setting (3–5 Year Vision): Facilitated identification and prioritization of the City's most important strategic goals and community priorities for the next three to five years; development of a shared vision statement or framework.

10. Council-Management Relationship Expectations: Open, facilitated dialogue regarding mutual expectations between elected officials and the City Manager regarding responsiveness, communication, support, and professional accountability.

11. Priority Projects and Initiatives for the Coming Year: Identification of near-term, high-priority projects, programs, and initiatives that the City Council wishes to see advanced during the first year of this governance partnership.

12. Action Planning and Next Steps: Documented agreement on specific follow-up actions, responsible parties, and timelines to translate the retreat outcomes into operational commitments; schedule for follow-up strategic planning sessions.

The consultant shall employ professionally recognized facilitation techniques appropriate for use with elected officials and professional municipal staff. The facilitation approach must maintain a neutral posture throughout, ensuring that all participants have an equitable opportunity to contribute. The consultant shall produce real-time, visible documentation of key discussions, decisions, and agreements reached during the retreat, using appropriate tools such as flip charts, whiteboards, or projected notes, and shall capture this documentation for inclusion in the post-retreat deliverables.

3.4 Strategic Planning Support

Following the City Council Retreat, the consultant shall provide structured strategic planning support to translate retreat outcomes into a formal, written strategic framework. Strategic planning support shall include the following:
● Facilitate up to two (2) additional strategic planning working sessions with the City Council and/or the City Manager and senior City staff, as directed by the City Manager. The number, timing, format, and participants of these sessions shall be determined collaboratively with the City Manager following the retreat.
● In each strategic planning session, build upon and refine the strategic priorities, goals, and action items identified at the retreat, moving toward a more structured, written Strategic Plan or Goal Framework document.

● Prepare and distribute draft materials for each strategic planning session in advance, provide facilitation during each session, and distribute written session summaries within five (5) business days following each session.
● Produce a draft Strategic Goals and Priorities Matrix as a primary deliverable of the strategic planning support phase. The matrix shall organize the City's agreed-upon strategic goals by priority area, identify supporting objectives or strategies for each goal, and note responsible parties and general timeframes where applicable.

3.5 Post-Retreat Deliverables

Upon completion of the City Council Retreat and any required follow-up work, the consultant shall prepare and deliver the following written deliverables within the timeframes specified in Section 4 of this RFP:

13. Retreat Summary Report: A comprehensive written summary of the City Council Retreat, documenting all key themes, areas of discussion, agreements reached, strategic priorities identified, and action items assigned. The report shall be written in clear, professional language suitable for review by City Council Members, City staff, and, where directed, the public. The Retreat Summary Report shall be delivered within ten (10) business days of the retreat.

14. Council Working Agreements / Governance Norms Document: A formal written document presenting the governance working agreements and communication norms developed and agreed upon by the City Council and City Manager during the retreat. This document shall be formatted for adoption or acknowledgment by the City Council and shall serve as a reference document for ongoing governance practice. This deliverable shall be submitted within fifteen (15) business days of the retreat.

15. Strategic Goals and Priorities Framework: A structured draft document presenting the City's agreed-upon strategic goals and priorities for a three to five (3–5) year horizon, organized by strategic priority area, with supporting objectives or strategies identified for each goal area. This deliverable shall be submitted within twenty (20) business days of the retreat and shall incorporate any revisions directed by the City Manager following review.

16. Public-Facing Strategic Priorities Summary: A presentation-ready summary document (suitable for design into a public-facing format by City staff or a graphic designer) that concisely communicates the City Council's strategic priorities to the public. This deliverable shall be submitted within thirty (30) business days of the retreat or upon City Council approval of the Strategic Goals and Priorities Framework, whichever occurs later.

All deliverables shall be submitted to the City Manager's designee in both editable electronic format (Microsoft Word and/or PowerPoint, as appropriate) and PDF format. The City retains full ownership of all deliverables and all work products produced under the resulting contract.

3.6 Optional / Additional Services (If Proposed)

Proposers are invited, but not required, to propose additional facilitation or organizational development services beyond the minimum scope described in Sections 3.1 through 3.5 above. Optional or additional services that the City may consider include, but are not limited to, the following:

17. Follow-Up Progress Check-Ins: Facilitated or structured check-in sessions with the City Council and/or City Manager at the six-month and twelve-month marks following the retreat, to assess progress on strategic goals and working agreements and to make adjustments as needed.

18. Council Team Effectiveness Survey: Administration of a validated team effectiveness or governance effectiveness survey instrument to the City Council and City Manager on a pre- engagement and post-engagement basis, with comparative analysis and reporting on changes in team dynamics and perceived effectiveness.

19. Staff Leadership Team Alignment Sessions: One or more facilitated sessions with the City Manager and the City's senior leadership team (department directors and/or division managers) to align executive staff around the strategic priorities and governance culture established at the City Council Retreat.

20. Community Input Integration: A structured process for gathering and synthesizing community input on the City's strategic priorities, to supplement the retreat-based goal-setting process and ensure that the City's strategic framework reflects community voice.

IMPORTANT — Optional Services Pricing:

All optional and additional services proposed under Section 3.6 must be separately identified and separately priced in the Cost Proposal (see Section 6.2). The City is under no obligation to exercise any optional service. Optional services will not be evaluated as part of the scored proposal evaluation but may be considered at the City's sole discretion during contract negotiations.

City of National City • City Manager's Office RFP-2026-01 • City Council Facilitation Services • Section 3 CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

SECTION 4
—

DELIVERABLES AND TIMELINE

4.1 Required Deliverables

The following table summarizes all required deliverables under this RFP. All due dates are measured from the date of the City Council Retreat unless otherwise noted. Specific calendar dates for the retreat and subsequent deliverables will be established following contract award and issuance of a Notice to Proceed.

Deliverable Description Due Date / Deadline
Pre-Engagement
Assessment
Report
Written synthesis of themes from individual
interviews / assessments with all six (6)
participants; identifies alignment areas and
topics requiring discussion.

No later than 14 calendar days before
the City Council Retreat
Draft Retreat
Agenda
Detailed, sequenced retreat agenda submitted
to City Manager for review and approval.

No later than 14 calendar days before
the City Council Retreat
Pre-Reading /
Preparation
Materials
Any pre-work or background materials to be
distributed to participants in advance of the
retreat (if applicable; as approved by City
Manager).

No later than 7 calendar days before
the City Council Retreat
City Council
Retreat
Facilitation
Full, professional facilitation of the City Council
Retreat, including all facilitation materials and
real-time documentation of discussions and
agreements.

Per mutually agreed retreat date
(estimated November/December
2026)
Strategic
Planning Session
Facilitation
Facilitation of up to two (2) follow-on strategic
planning working sessions; session summaries
delivered within 5 business days of each
session.

Per agreed dates (estimated
January/February 2027)
Retreat
Summary Report
Comprehensive written documentation of
retreat themes, agreements, priorities, and
action items; submitted in Word and PDF
formats.

Within 10 business days following the
City Council Retreat
Council Working
Agreements /
Governance
Norms
Document
Formal written governance norms and working
agreements document, formatted for Council
adoption or acknowledgment.

Within 15 business days following the
City Council Retreat
Strategic Goals
and Priorities
Framework
Draft 3–5 year strategic goals and priorities
document, including supporting objectives by
priority area; submitted in Word and PDF
formats.

Within 20 business days following the
City Council Retreat
Public-Facing
Strategic
Priorities
Summary
Presentation-ready summary of Council-
approved strategic priorities, suitable for
public communication; submitted in
Word/PowerPoint and PDF formats.

Within 30 business days following the
City Council Retreat (or upon Council
approval of the Framework,
whichever is later)

4.2 Proposed Schedule

The following schedule reflects the City's anticipated timeline for this procurement and engagement. All dates are subject to modification at the City's sole discretion. Significant changes to the schedule will be communicated to all registered proposers by written addendum.

Milestone Target Date
RFP Issued June / July 2026
Pre-Submittal Informational Conference (Optional) July 10, 2026 (date and format TBD by City staff) Written Questions Submission Deadline July 15, 2026 at 4:00 PM Pacific Time City Addenda Issued (if applicable) July 18, 2026
Proposals Due July 25, 2026 at 4:00 PM Pacific Time
Proposal Evaluation and Oral Interviews (if conducted) August 2026 Staff Recommendation to City Council September 2026
City Council Contract Award September 2026
Notice to Proceed Issued October 2026
Individual Pre-Engagement Assessments Begin October / November 2026 City Council Retreat November / December 2026
Strategic Planning Working Sessions January / February 2027 All Required Deliverables Complete February / March 2027

Note to Proposers:

Proposers are encouraged to identify in their proposals any scheduling constraints or conflicts that could affect availability during the target engagement period (October 2026 – March 2027). The City will work collaboratively with the selected consultant to finalize specific session dates following contract award; however, the City's scheduling needs and the City Council calendar will be the primary determinants of session timing.

City of National City • City Manager's Office RFP-2026-01 • City Council Facilitation Services • Section 4 CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

SECTION 5
—

CONSULTANT QUALIFICATIONS

5.1 Minimum Qualifications

All proposers must meet each of the following minimum qualifications in order to be considered responsive and eligible for evaluation. Failure to demonstrate any one of the following minimum qualifications will result in the proposal being deemed non-responsive and removed from further consideration. Proposers must clearly document how they meet each minimum qualification within their proposal.
● Local Government Facilitation Experience: A minimum of five (5) years of demonstrated experience providing professional facilitation services to California local government agencies.

Experience must be clearly documented with reference to specific client agencies and engagement types.
● City Council / Governing Board Retreat Experience: Demonstrated, verifiable experience facilitating City Council or equivalent governing board retreats with California municipal governments. At least two (2) such engagements must be documented in the proposal, including client name, date of engagement, and brief description of services provided. ● Strategic Planning Methodology: Demonstrated proficiency in strategic planning methodology applicable to local government settings, including experience developing or co-developing strategic plans, goal frameworks, or comparable governance documents for public agency clients.

● Conflict of Interest: No current or recent (within the past three [3] years) business relationship, financial interest, or conflict of interest with the City of National City, its elected officials, or its appointed officials, as defined by the California Political Reform Act and applicable law. Any potential conflict must be disclosed in the proposal.
● Business License: A valid business license in the City of National City, or a written acknowledgment in the proposal that the consultant will obtain the required business license prior to execution of any contract with the City.
● Insurance: Adequate professional liability (errors and omissions) and commercial general liability insurance coverage, at minimum at the levels specified in Section 8.2 of this RFP, or the ability to obtain such coverage prior to contract execution.

5.2 Preferred Qualifications

The following qualifications are not mandatory but will be evaluated favorably during the proposal review process. Proposers possessing any or all of the following preferred qualifications are encouraged to clearly document them in their proposals:
● Council-Manager Government Experience: Demonstrated experience working specifically with California cities or counties operating under the Council-Manager form of government, with an understanding of the governance dynamics unique to that structure. ● Brown Act Familiarity: Familiarity with the requirements of the Ralph M. Brown Act (Government Code §§ 54950 et seq.) and its implications for facilitating sessions involving a quorum of a local legislative body, including knowledge of serial meetings rules and public meeting requirements as they apply to facilitation contexts. ● Bilingual Capacity: Spanish-English bilingual capacity, or access to qualified interpretation resources, given National City's highly diverse community and significant Spanish-speaking population. Bilingual facilitation capability is a preferred but not required qualification for this engagement.

● Professional Facilitation Credential: Certification as a Professional Facilitator (CPF) through the International Association of Facilitators (IAF) or equivalent nationally recognized professional facilitation credential for the lead facilitator assigned to this engagement. ● Leadership Transition Experience: Specific, documented experience facilitating governance processes in connection with City Manager or senior leadership transitions in California municipalities, including experience supporting newly appointed managers in their first year of tenure.
● Southern California / San Diego Region Experience: Familiarity with the Southern California and/or San Diego County regional context, including the League of California Cities San Diego Division, the San Diego County area municipal landscape, and regional governance trends.

5.3 References

All proposers must provide a minimum of three (3) professional references from California local government clients for whom the proposing firm or lead facilitator has performed facilitation services comparable to those described in this RFP, within the past five (5) years. At least two (2) of the three references must be from a California city or county for which a City Council or governing board retreat was facilitated.

Reference information must be provided in the proposal using the following format for each reference:
● Agency Name (full legal name of public agency)
● Contact Name (name of individual who can speak to the quality and scope of services provided) ● Contact Title and Department
● Contact Phone Number
● Contact Email Address
● Date(s) of Engagement
● Description of Services Provided (brief narrative, no more than 150 words per reference) ● Contract Value (approximate)
The City reserves the right to contact all listed references and to consider reference feedback as part of the evaluation process. Proposers should notify their references that contact from the City of National

City may be forthcoming. References who cannot be reached after two (2) contact attempts may result in that reference being scored as unavailable, which may negatively affect the proposal's reference score.

City of National City • City Manager's Office RFP-2026-01 • City Council Facilitation Services • Section 5 CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

SECTION 6
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PROPOSAL REQUIREMENTS AND SUBMISSION INSTRUCTIONS

6.1 Proposal Format

Proposals must be organized, tabbed, and submitted in the following format and order. Proposals that do not adhere to this format may be deemed non-responsive. Unless otherwise specified, no section of the proposal (other than the cost proposal, key personnel resumes, and exhibits) should exceed the page limits noted. All pages must be numbered, and the firm name and RFP number must appear in the header or footer of each page of the proposal.
(a) Cover Letter
A cover letter no longer than two (2) pages, on the firm's official letterhead, signed by an individual authorized to legally bind the firm. The cover letter must: identify the firm and the lead facilitator proposed for this engagement; affirm that the proposer has read and understands the RFP in its entirety; affirm the proposer's ability and intent to meet all requirements and perform all required services; identify any exceptions to the RFP terms, conditions, or scope (all exceptions must be explicitly stated); and provide the name, title, direct phone number, and email address of the firm's primary contact for this procurement.

(b) Firm Profile and Qualifications
A description of the proposing firm, including: full legal name and principal place of business; year established and years of operation; organizational structure and ownership type; areas of professional specialization; the firm's experience and expertise in local government facilitation and strategic planning; and a summary of relevant California municipal clients served within the past five (5) years. If the proposer is an independent consultant (sole proprietor), provide equivalent information about the consultant's professional background and practice.
(c) Key Personnel
Identify all individuals who will be assigned to this engagement, including: the proposed lead facilitator; any co-facilitators or supporting professional staff; and any subconsultants (if applicable). Provide a professional resume or curriculum vitae (CV) for each key team member, including the lead facilitator.

Resumes should document relevant education, professional certifications or credentials, and prior local government facilitation experience. Clearly identify which individual will serve as the primary point of contact for the City. If any subconsultants are proposed, identify the proposed subconsultant firm(s), the role(s) they will perform, and the approximate percentage of work to be performed by each. (d) Approach and Methodology
A narrative description of the firm's proposed approach to the full scope of work described in Section 3 of this RFP, including: the firm's individual assessment methodology and the specific tools or instruments that will be used; the firm's facilitation philosophy and the specific techniques that will be employed with elected officials; the strategic planning framework or model the firm proposes to use; how the team will maintain neutrality and objectivity throughout the engagement; and the firm's approach to documentation and deliverable preparation. Proposers are encouraged to include sample agendas, assessment frameworks, or facilitation process diagrams, provided these are original to the firm and do not include any client-specific confidential information. Any materials from prior client engagements included in the proposal must be accompanied by written authorization from that client. (e) Relevant Experience and Case Studies
Provide a minimum of two (2) and a maximum of four (4) case studies describing comparable prior engagements with California local government clients. Each case study must include the following elements:
● Client agency name and jurisdiction type (city, county, district, etc.) ● Scope of services provided and relevance to this RFP

● Description of the facilitation process and methodology used ● Key outcomes achieved and deliverables produced
● Lessons learned or aspects of the engagement the firm would approach differently in retrospect ● Whether the client may be contacted as a reference (cross-reference to reference list as applicable)
(f) References
Provide reference information as specified in Section 5.3 of this RFP. References may be provided in this section or in a separate attachment clearly labeled "References." (g) Cost Proposal
The Cost Proposal must be submitted as a separate, distinctly labeled section or, for hard copy proposals, in a separately sealed envelope clearly labeled "COST PROPOSAL — RFP-2026-01 — [Firm Name] — DO NOT OPEN WITH TECHNICAL PROPOSAL." The Cost Proposal will not be reviewed by the evaluation panel until after the technical proposal has been evaluated and scored. See Section 6.2 for Cost Proposal format requirements.
(h) Required Certifications and Exhibits
Include completed and signed copies of the following required documents:
● Non-Collusion Declaration (Exhibit A) — must be signed by an authorized representative of the firm
● Insurance Requirements Acknowledgment (Exhibit B) — must be signed by an authorized representative of the firm
● Business license (copy) or written acknowledgment of intent to obtain prior to contract execution

6.2 Cost Proposal Format

The Cost Proposal must be fully itemized by task and phase, as specified in the table below. All costs must be in United States dollars. Lump sum pricing is acceptable for each task, provided a supporting breakdown of hours and rates is also provided. All rates quoted must be fully burdened (inclusive of

overhead, profit, administrative costs, and any other indirect costs). The City will not pay any cost not explicitly identified in the Cost Proposal, except as subsequently agreed upon by written amendment.

Task No. Description Est.

Hours
Hourly
Rate(s)
Task
Total
($)
1 Pre-Engagement Assessments (interviews,
assessment report)

2 Facilitation Planning and Coordination (agenda
development, materials preparation, logistics
coordination)

3 City Council Retreat Facilitation (all-day or
multi-session; all facilitation materials included)

4 Strategic Planning Working Sessions (up to 2
sessions; preparation, facilitation, and session
summaries)

5 Post-Retreat Deliverables (Retreat Summary
Report, Working Agreements Document,
Strategic Goals Framework, Public Summary)

Subtotal — Required
Services (Tasks 1–5)
$
Optional Services (itemized
separately by service type —
see Section 3.6)

Reimbursable Expenses
(itemized by category; not-to-
exceed amount)

TOTAL NOT-TO-EXCEED
AMOUNT (Required
Services + Reimbursables)
$

The following additional requirements apply to the Cost Proposal:
● All hourly rates must be inclusive of overhead, profit, and all administrative costs. No separate administrative fee, overhead surcharge, or indirect cost rate will be accepted unless explicitly disclosed and agreed upon.
● Reimbursable expenses must be itemized by category (e.g., mileage/travel, reproduction, materials) and must be capped at a stated not-to-exceed amount. The City will not reimburse

alcohol, entertainment, personal expenses, or any expense not directly and demonstrably related to performance of services under the contract.
● Mileage will be reimbursed at the current IRS standard mileage rate in effect at the time of service. Air travel, lodging, and other travel costs, if proposed, must be pre-approved in writing by the City Manager.
● The City reserves the right to negotiate the final scope, deliverables, and fee structure with the highest-ranked proposer prior to contract execution. The final contract amount may be less than, equal to, or (only by formal amendment) greater than the not-to-exceed amount in the executed Professional Services Agreement.
● The estimated budget for this engagement is not to exceed $50,000 (fifty thousand dollars), inclusive of all fees and reimbursable expenses, for the required scope of services (Tasks 1–5).

Proposals significantly exceeding this threshold should be accompanied by a clear justification of value.

6.3 Submission Instructions

Proposal Submission Deadline — STRICTLY ENFORCED:

Proposals must be received by the City of National City, City Manager's Office, no later than
July 25, 2026 at 4:00 PM Pacific Time
. Proposals received after this deadline, for any reason, will not be considered under any circumstances and will be returned unopened to the proposer. The City's date/time stamp upon receipt is the official record for all proposals.

Proposals must be submitted in accordance with all of the following instructions:
● Hard Copy Submissions: Submit one (1) original (clearly marked "ORIGINAL") and two (2) complete hard copy reproductions (clearly marked "COPY 1" and "COPY 2") of the technical

proposal. Submit the Cost Proposal in a separately sealed envelope as described in Section

6.1(g). All copies must be identical to the original. Hard copies must be bound, tabbed, and organized in the order specified in Section 6.1.
● Electronic Copy: Submit one (1) complete electronic copy of the entire proposal, including the Cost Proposal (in a clearly labeled separate PDF file), on a USB drive enclosed with the hard copy submission, or by email to [INSERT CITY EMAIL ADDRESS]. ● Labeling: Label all submission packages and the subject line of any email submission as follows:
"RFP-2026-01 — City Council Facilitation Services — [Firm Name]" ● Hard Copy Delivery Address: City Manager's Office, City of National City, 1243 National City Boulevard, National City, CA 91950. Proposers are responsible for ensuring timely delivery; hand delivery is permitted during regular City business hours (Monday through Thursday, 7:30 AM to 5:30 PM; closed Fridays and City holidays).
● Email Submission: Electronic submissions may be submitted via email to [INSERT CITY EMAIL ADDRESS], with the subject line: "RFP-2026-01 Proposal — [Firm Name]". Proposers submitting by email should request a read receipt or confirmation of receipt from City staff. The City is not responsible for delivery failures, technical errors, or rejection by spam filters for email submissions.
● Facsimile Not Accepted: Proposals submitted by facsimile (fax) will not be accepted under any circumstances.
● Amendments and Withdrawal: Proposals may be amended or withdrawn by written notice received by the City Manager's Office prior to the submission deadline. No proposal may be amended or withdrawn after the submission deadline without the written consent of the City.

6.4 Questions and Clarifications

All questions, requests for clarification, and requests for interpretation regarding this RFP must be submitted in writing via email to [INSERT CITY EMAIL ADDRESS] no later than July 15, 2026 at 4:00 PM Pacific Time. Questions received after the stated deadline will not be answered.

The City will compile all timely questions received and will issue written responses as a formal addendum to the RFP, distributed to all parties who have registered as proposers and/or who have requested to receive addenda. Addenda will be posted to the City's website (www.nationalcityca.gov) and distributed electronically. Proposers are responsible for monitoring the City's website for any issued addenda. All addenda become part of the RFP and are binding on all proposers.

Proposers may not contact any City Council Member, City department director, or City employee other than the designated RFP contact identified on the cover page of this RFP regarding this procurement or the services described herein. Unauthorized contact with City Council Members or non-designated City staff regarding this RFP may result in the disqualification of the proposer's submission, at the City's sole discretion.

An optional Pre-Submittal Informational Conference may be held on or around July 10, 2026.

Attendance is optional and non-attendance will not affect the evaluation of any proposal. The format (in-person or virtual), time, and final date of the Pre-Submittal Conference will be confirmed by the City and communicated to all parties who have registered interest in this RFP. Information provided at the Pre-Submittal Conference will be summarized and issued as a formal addendum to all registered proposers, regardless of attendance.

City of National City • City Manager's Office RFP-2026-01 • City Council Facilitation Services • Section 6 CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

SECTION 7
—

EVALUATION CRITERIA AND SELECTION PROCESS

7.1 Evaluation Process

All proposals received by the submission deadline will first be reviewed for responsiveness and compliance. A proposal will be considered non-responsive and will not be evaluated if it: (a) is received after the submission deadline; (b) fails to meet any minimum qualification specified in Section 5.1; (c) fails to include any required element specified in Section 6.1; (d) fails to include a signed Non-Collusion Declaration (Exhibit A); or (e) contains material misrepresentations or omissions.

All responsive and responsible proposals will be evaluated by a City staff evaluation panel comprising representatives from the City Manager's Office and other appropriate departments. The evaluation panel will score each proposal using the weighted criteria specified in Section 7.2. Technical proposals will be evaluated and scored before the Cost Proposals are opened.

Following initial evaluation, the City may, at its sole discretion:
● Conduct oral interviews or presentations with the top-ranked firm(s). If oral interviews are conducted, they will be held at City facilities or via video conference, and a date and time will be coordinated with the proposer(s) selected for interview. Interview scores will be incorporated into the overall evaluation score.
● Request Best and Final Offers (BAFOs) from one or more finalists, including revised cost proposals or revised technical approaches, prior to making a final selection recommendation. ● Conduct site visits to the offices of finalist firms, if deemed appropriate. ● Contact and speak with any or all listed references prior to or following oral interviews.

Following completion of all evaluation activities, the evaluation panel will prepare a written staff recommendation identifying the highest-ranked proposer and recommending award of a Professional Services Agreement. The staff recommendation will be presented to the City Council for approval at a duly noticed public meeting in accordance with the City's purchasing policies and California law. The contract will be formally awarded upon City Council action.

7.2 Evaluation Criteria

Proposals will be evaluated and scored based upon the following weighted criteria. The maximum total score for any proposal is 100 points.

Evaluation Criterion Weight Maximum
Points

1. Relevant Experience and Qualifications of the Firm Depth and quality of the firm's experience providing professional facilitation services to California local government agencies; breadth and comparability of prior engagements; quality of case studies provided; overall firm track record in local government facilitation and strategic planning. 25% 25

2. Qualifications and Experience of Lead Facilitator and Key Personnel Education, professional credentials, and relevant experience of the proposed lead facilitator and all key team members; depth of individual facilitation experience with California elected governing bodies; leadership transition facilitation experience; professional certifications; bilingual capacity.
25% 25

3. Proposed Approach, Methodology, and Work Plan Quality, specificity, and persuasiveness of the proposed facilitation methodology and assessment approach; clarity and feasibility of the proposed work plan; evidence of a structured, outcome-oriented facilitation process; creativity and responsiveness to the City's specific context and needs; quality of sample materials provided.
25% 25

4. References and Past Performance Quality and relevance of professional references provided; feedback received from reference contacts; history of on-time, on- budget delivery; client satisfaction; ability to maintain neutrality and manage group dynamics in high-stakes facilitation environments.
10% 10

5. Cost Proposal Reasonableness and competitiveness of proposed fees; clarity and transparency of cost breakdown; overall value relative to the proposed scope and team qualifications; cost-effectiveness of the proposed approach. 15% 15
TOTAL 100% 100

7.3 Reference Check and Background Review

The City reserves the right to contact all references provided in any proposal and to independently research the professional reputation and track record of any proposing firm or individual. The City may also conduct background reviews of key personnel proposed for this engagement. The results of reference checks and background reviews may be incorporated into the evaluation scores under Criterion 4 (References and Past Performance) and may be used to inform the City's assessment of qualifications under other criteria.

The City may reject any proposal from a firm or individual found to have: a material conflict of interest with the City of National City or its officials; pending or recent litigation with the City of National City; a pattern of unsatisfactory performance documented by prior clients; or any other circumstance that, in the City's reasonable judgment, would compromise the firm's ability to provide neutral, professional facilitation services.

7.4 City's Rights Reserved

The City of National City expressly reserves the following rights in connection with this procurement, without limitation:
● To reject any or all proposals received in response to this RFP, with or without cause; ● To waive any informality, technical deficiency, or irregularity in any proposal that does not materially affect the proposal's substance or the City's ability to evaluate it on an equal basis; ● To negotiate the scope of services, deliverables, schedule, and fee with any proposer prior to or after selection, without obligation to other proposers; ● To cancel this RFP at any time, prior to or following proposal receipt, without liability to any proposer;
● To issue a subsequent RFP for the same or similar services if this RFP does not result in a satisfactory selection;
● To award a contract to the proposer that best serves the City's interests, which is not necessarily the proposer with the lowest cost or the highest total score; ● To seek clarification from any proposer regarding any element of their proposal, without such clarification constituting an opportunity for the proposer to materially alter or supplement their proposal;
● To request that any proposer provide additional information, documentation, or materials to support the evaluation of their proposal.

This RFP is not a contract, does not constitute an offer by the City, and creates no obligation on the part of the City to award a contract, to proceed with a procurement, or to compensate any proposer for costs incurred in the preparation, submission, or presentation of a proposal.

City of National City • City Manager's Office RFP-2026-01 • City Council Facilitation Services • Section 7 CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

SECTION 8
—

TERMS AND CONDITIONS

8.1 General Terms

All proposals submitted in response to this RFP become the property of the City of National City upon receipt and will not be returned to proposers, regardless of whether a contract is awarded. Proposers retain copyright ownership of any original creative or intellectual work product contained in their proposals; however, by submitting a proposal, each proposer grants the City a nonexclusive license to reproduce and use proposal materials for the purpose of evaluation and public records compliance.

Proposers acknowledge that the City of National City is a public agency subject to the Ralph M. Brown Act (Government Code §§ 54950 et seq.), the California Public Records Act (Government Code §§ 7920 et seq.), the Political Reform Act (Government Code §§ 81000 et seq.), and all other applicable state and federal law governing public agencies in California. All activities under any resulting contract must be conducted in conformity with applicable law.

The City will not reimburse any costs incurred by any firm or individual in the preparation, submission, presentation, or modification of a proposal in response to this RFP, regardless of whether a contract is awarded or this RFP is cancelled.

8.2 Insurance Requirements

The selected consultant shall obtain and maintain, at the consultant's own cost and expense, throughout the full term of the resulting contract, the following minimum insurance coverages. Evidence of all required insurance, in the form of certificates of insurance and endorsements, must be provided to the City prior to execution of the Professional Services Agreement and prior to the commencement of any services.

Coverage Type Minimum Required Limits
Commercial General Liability (CGL) $1,000,000 per occurrence; $2,000,000 aggregate Professional Liability (Errors &
Omissions)
$1,000,000 per claim; $2,000,000 aggregate
Business Automobile Liability $1,000,000 combined single limit per accident (owned, hired, and non-owned vehicles)
Workers' Compensation Per California statutory requirements (required for all employees) Employers' Liability $1,000,000 per accident / $1,000,000 per disease / $1,000,000 per policy aggregate

The following additional insurance requirements apply:
● The City of National City, its elected officials, officers, employees, agents, and volunteers must be named as Additional Insureds on the Commercial General Liability and Business Automobile Liability policies, by endorsement. The endorsement must be included with the certificate of insurance.
● All required insurance policies must be written by carriers duly admitted to do business in the State of California and rated no less than A-VII (A minus, Class VII) in the most current edition of the A.M. Best's Key Rating Guide.
● Professional Liability (E&O) insurance may be written on a claims-made basis, provided that the policy's retroactive date is placed at or before the commencement of services and that coverage is maintained, or an extended reporting period (tail) is obtained, for a minimum of three (3) years after completion of services.
● Policies must provide for at least thirty (30) calendar days' advance written notice to the City in the event of cancellation, material change, or non-renewal, except that ten (10) days' notice is acceptable for cancellation due to non-payment of premium. ● The consultant's insurance shall be primary and non-contributory with respect to any other insurance or self-insurance maintained by the City. The City's insurance or self-insurance shall not be called upon to contribute to a loss covered by the consultant's insurance.

● Independent consultants (sole proprietors) not employing any persons are not required to carry Workers' Compensation insurance but must provide a written certification of their sole proprietor status.

8.3 Conflict of Interest

All proposers and their key personnel must disclose, as part of their proposal, any actual, potential, or perceived conflict of interest with the City of National City, its elected officials, appointed officials, officers, or employees. A conflict of interest includes, but is not limited to: any financial interest in a matter before the City; any current or prior business relationship with a City official or employee that could impair the impartiality of the facilitation services; and any circumstance that a reasonable person might view as creating an appearance of conflict.

Any consultant selected under this RFP will be subject to the City of National City's conflict of interest policies and the requirements of the California Political Reform Act. Depending on the nature of the services performed, the selected consultant and/or designated key personnel may be required to file a Statement of Economic Interests (Form 700) with the City Clerk's office pursuant to the City's Conflict of Interest Code adopted under Government Code § 87300 et seq. The City will notify the selected consultant of any Form 700 filing requirements prior to contract execution.

Failure to disclose a known or apparent conflict of interest in the proposal may result in disqualification of the proposal or termination of any resulting contract for cause.

8.4 Non-Collusion

By submitting a proposal in response to this RFP, the proposer certifies, under penalty of perjury, that the proposal was prepared independently and in good faith; that the proposer has not colluded with any other firm or individual in the preparation or submission of the proposal; that no fraud, collusion, conspiracy, or anti-competitive conduct of any kind has occurred in connection with the preparation of the proposal; and that the prices and terms contained in the proposal are genuine and not the product of any agreement, arrangement, or understanding with any competitor.

A Non-Collusion Declaration in the form provided as Exhibit A to this RFP must be completed, signed under penalty of perjury by an authorized representative of the proposing firm, and included with the

proposal submission. Proposals submitted without a signed Non-Collusion Declaration will be deemed non-responsive.

8.5 Americans with Disabilities Act

The City of National City does not discriminate on the basis of disability in admission to, access to, or operations of its programs, services, or activities, or in its hiring or employment practices, in conformance with the Americans with Disabilities Act of 1990 (42 U.S.C. §§ 12101 et seq.) and Section 504 of the Rehabilitation Act of 1973. Any proposer requesting a reasonable accommodation in the proposal process, or any individual requesting accommodation to attend a Pre-Submittal Conference or oral interview, should direct such requests to the City Manager's Office at (619) 336-4240, or by email to [INSERT CITY EMAIL ADDRESS], at least five (5) business days prior to the relevant event or deadline.

8.6 Equal Opportunity and Business Diversity

The City of National City is an Equal Opportunity Employer and is committed to ensuring equal opportunity for all qualified firms in its procurement processes. The City actively encourages proposals from certified minority-owned business enterprises (MBE), women-owned business enterprises (WBE), small business enterprises (SBE), disabled veteran business enterprises (DVBE), and other disadvantaged business enterprises. Proposers are encouraged to document any applicable certifications in their proposal. The City does not maintain a mandatory set-aside or preference program for this procurement; however, business diversity is a positive factor in the City's commitment to inclusive procurement practices.

8.7 Living Wage and Prevailing Wage

This engagement is for licensed professional facilitation and strategic planning services and is not anticipated to be subject to California's prevailing wage requirements under Labor Code §§ 1720 et seq., as such requirements generally do not apply to professional services contracts of this nature.

Notwithstanding the foregoing, the selected consultant shall comply with all applicable federal, state, and local wage and hour laws with respect to any individuals performing services under the resulting contract, including but not limited to the California Minimum Wage Law (Labor Code § 1197) and applicable local minimum wage ordinances. The City makes no representation regarding the applicability

of prevailing wage requirements and encourages proposers with questions regarding wage law applicability to consult with qualified legal counsel.

8.8 Indemnification

The selected consultant shall, to the fullest extent permitted by law, indemnify, defend (with counsel reasonably acceptable to the City), and hold harmless the City of National City, its City Council, elected officials, appointed officials, officers, employees, agents, and volunteers (collectively, "Indemnified Parties") from and against any and all claims, demands, suits, actions, proceedings, losses, liabilities, damages, costs, and expenses (including reasonable attorneys' fees and court costs) arising out of, resulting from, or in any way connected with: (a) any negligent or wrongful act, error, or omission of the consultant, its officers, employees, agents, or subcontractors in the performance of services under the contract; (b) the consultant's breach of any obligation under the contract; or (c) any claim by a third party arising from or related to the consultant's performance. The indemnification obligation shall survive the termination or expiration of the contract. Nothing in this provision shall be construed to require the consultant to indemnify the Indemnified Parties for any claims arising solely from the City's own negligence or willful misconduct.

8.9 Governing Law and Venue

This RFP and any contract awarded pursuant to this RFP shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law principles. The parties agree that the exclusive venue for any dispute, claim, or legal action arising from or related to this RFP or any resulting contract shall be the Superior Court of the State of California, County of San Diego. The selected consultant shall comply with all applicable federal, state, and local laws, regulations, and ordinances in the performance of services under the contract.

8.10 Public Records

All proposals submitted in response to this RFP, once received by the City, are subject to disclosure under the California Public Records Act (Government Code §§ 7920 et seq.). The City cannot guarantee the confidentiality of any portion of any proposal. Proposers who believe that any portion of their proposal contains proprietary, trade secret, or otherwise legally protected confidential information

must: (a) clearly identify each page or section claimed to be confidential with a header or notation such as "CONFIDENTIAL — TRADE SECRET — EXEMPT FROM DISCLOSURE UNDER CALIFORNIA GOVERNMENT CODE § 7927.000"; and (b) provide a written explanation, citing the specific statutory basis under the California Public Records Act for the claimed exemption, submitted simultaneously with the proposal.

The City will evaluate any claimed confidentiality exemption upon receipt of a Public Records Act request, but cannot guarantee that any information will be withheld. In the event of a legal challenge to the City's decision to withhold or disclose any proposal information, the proposer shall be responsible for bearing the cost of any legal proceeding necessary to protect the claimed confidentiality of its information, and may be required to defend such claims in court at its own expense. Blanket or non- specific claims of confidentiality will not be honored.

City of National City • City Manager's Office RFP-2026-01 • City Council Facilitation Services • Section 8 CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

SECTION 9
—

EXHIBITS AND ATTACHMENTS

The following exhibits are attached to and incorporated into this Request for Proposals. Each exhibit is a required or reference component of the proposal process. Proposers must review each exhibit carefully and submit signed copies of all required forms with their proposals.

Exhibit Title Description / Purpose
Exhibit
A
Non-Collusion
Declaration
Required certification to be completed and signed under penalty of perjury by an authorized representative of the proposing firm. Must be submitted with proposal.

Exhibit Title Description / Purpose
Exhibit
B
Insurance
Requirements
Acknowledgment
Required acknowledgment that the proposer has read, understands, and agrees to comply with the insurance requirements specified in Section 8.2.

Must be submitted with proposal.

Exhibit
C
Sample
Professional
Services
Agreement
Provided for reference only. The City's standard Professional Services Agreement template, subject to negotiation. Proposers should review this document and note any requested modifications in their cover letter.

Exhibit
D
Proposal
Submission
Checklist
A checklist of all required proposal components to assist proposers in confirming that their submission is complete prior to the deadline.

Note: Exhibits B and C are not reproduced in full in this document. Exhibit B (Insurance Requirements Acknowledgment) and Exhibit C (Sample Professional Services Agreement) will be provided to proposers upon request to [INSERT CITY EMAIL ADDRESS] or at the Pre-Submittal Conference. Exhibits A and D are reproduced in full below.

City of National City • City Manager's Office RFP-2026-01 • City Council Facilitation Services • Section 9 CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

EXHIBIT A

NON-COLLUSION DECLARATION
(Required — Must Be Completed, Signed Under Penalty of Perjury, and Submitted With Proposal)

Instructions to Proposers:

Complete all fields below. The authorized representative signing this declaration must have legal authority to bind the proposing firm. This declaration must be executed under penalty of perjury under the laws of the State of California and

submitted as part of the proposal. Unsigned or incomplete declarations will render the proposal non-responsive.

The undersigned, being first duly sworn, deposes and says:

1. Identity of Declarant. I am the duly authorized representative of the firm identified below ("Proposer"), and I make this declaration on behalf of the Proposer and all of its officers, directors, employees, agents, and principals who participated in the preparation of the Proposer's response to the City of National City Request for Proposals No. RFP-2026-01 for City Council Facilitation Services (the "Proposal").

2. Independent Preparation. The Proposal was prepared independently and in good faith by the Proposer, without collusion, fraud, deception, or anti-competitive conduct of any kind. The prices, fees, terms, and conditions quoted in the Proposal are genuine and represent the Proposer's honest, independent assessment of the costs and value of the proposed services.

3. No Collusion. The Proposer has not, directly or indirectly, consulted, communicated, compared, or agreed with any other proposer, potential proposer, or competitor regarding any aspect of the Proposal, including but not limited to: the proposed price or cost; the proposed scope or methodology; the decision to submit or not to submit a proposal; or any other matter that would constitute collusion, bid rigging, or price fixing under California law or federal law. The Proposer has not, and will not, engage in any conduct in violation of the Cartwright Act (Business and Professions Code §§ 16700 et seq.) or the federal Sherman Antitrust Act in connection with this procurement.

4. No Disclosure. The Proposer has not disclosed the contents of the Proposal to any competing proposer or to any individual who could reasonably be expected to use such information to benefit a competitor or to disadvantage the City.

5. No Inducement. The Proposer has not offered or agreed to pay or give any fee, commission, compensation, gift, gratuity, or thing of value to any City Council Member, officer, employee, or agent of the City of National City in connection with this procurement or the resulting contract, other than as permitted by law.

6. Awareness of Consequences. The Proposer understands that any misrepresentation in this declaration may result in disqualification of the Proposal, termination of any resulting contract, and may subject the Proposer to criminal prosecution under applicable California and federal law.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Executed on the date set forth below at [City], [State].

Legal Name of Proposing Firm / Organization:

Principal Business Address: City, State, ZIP
Code: Business Phone Number: Business Email
Address:

Name of Authorized Representative (Print Clearly): Title / Position of Authorized Representative: Signature of Authorized Representative: Date of Execution (MM/DD/YYYY): Place of Execution (City, State):

This Non-Collusion Declaration is submitted pursuant to Public Contract Code § 7106 and is required for all proposals submitted to the City of National City in response to a competitive solicitation. False statements made in this declaration are punishable as perjury under California Penal Code § 118 and may constitute a violation of California Business and Professions Code § 17200 et seq.

City of National City • City Manager's Office RFP-2026-01 • Exhibit A: Non-Collusion Declaration CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

EXHIBIT B

INSURANCE REQUIREMENTS ACKNOWLEDGMENT
(Required — Must Be Completed, Signed, and Submitted With Proposal) The undersigned authorized representative of the proposing firm identified below hereby acknowledges that they have read, understand, and agree to comply with the insurance requirements set forth in Section 8.2 of RFP-2026-01 for City Council Facilitation Services. The undersigned further acknowledges that the minimum insurance coverages described in Section 8.2 will be obtained and maintained by the proposing firm throughout the full term of any contract awarded pursuant to this RFP, and that evidence of all required coverages, in the form of certificates of insurance and required endorsements, will be provided to the City of National City prior to execution of a Professional Services Agreement and prior to commencement of any services.

The undersigned acknowledges and agrees to each of the following specific insurance requirements:

● The City of National City will be named as Additional Insured on Commercial General Liability and Business Automobile Liability policies by endorsement; ● All required policies will be written by carriers admitted in California with an A.M. Best rating of A-VII or better;
● Professional Liability (E&O) coverage will be maintained for a minimum of three (3) years following completion of services, either by renewal or by tail endorsement; ● All policies will provide for at least thirty (30) days' advance written notice to the City in the event of cancellation or material change;
● The consultant's insurance will be primary and non-contributory with respect to any City insurance or self-insurance.

Legal Name of Proposing Firm / Organization: Name of
Authorized Representative (Print): Title / Position:

Signature of Authorized Representative: Date
(MM/DD/YYYY): Current Insurance Carrier(s) (if
known):

[Staff Note: Attach the City's standard insurance endorsement requirements and certificate of insurance form template to this exhibit prior to RFP publication. Contact the City's Risk Manager for current requirements and templates.]

City of National City • City Manager's Office RFP-2026-01 • Exhibit B: Insurance Requirements Acknowledgment
CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

EXHIBIT C

SAMPLE PROFESSIONAL SERVICES AGREEMENT
(For Reference Only — Subject to Negotiation — Not Required With Proposal Submission)

Staff Note — Action Required Before Publication:

Attach the City of National City's current standard Professional Services Agreement (PSA) template in this location prior to finalizing and publishing this RFP. The PSA template should be obtained from the City Attorney's Office and reviewed for currency. The attached PSA is provided for the proposers' reference only; it does not constitute an offer and all terms are subject to negotiation and City Attorney review prior to execution. Delete this notice prior to publication.

The City of National City's standard Professional Services Agreement will be provided to proposers upon request or will be attached to this exhibit at the time of RFP publication. Proposers are strongly encouraged to review the standard agreement template prior to submitting their proposals. Any exceptions to or requested modifications of standard agreement terms must be clearly identified in the proposer's cover letter. The City reserves the right to accept or reject any proposed contract modifications at its sole discretion.

Key provisions typically included in the City's standard Professional Services Agreement for engagements of this type include:
● Scope of services and deliverables (incorporated by reference from the RFP and the selected proposal)
● Compensation and payment terms (net thirty [30] days upon receipt of acceptable invoices) ● Term of agreement and termination provisions (including termination for convenience with thirty [30] days' written notice)
● City ownership of all work products and deliverables
● Indemnification and hold harmless provisions (consistent with Section 8.8 of this RFP) ● Insurance requirements (consistent with Section 8.2 of this RFP) ● Conflict of interest and disclosure requirements
● Independent contractor status (consultant is not an employee of the City) ● Compliance with applicable law

● Governing law and dispute resolution
● Amendment and modification procedures (written amendment required for all changes) ● Assignment restrictions (consultant may not assign the contract without City's prior written consent)

City of National City • City Manager's Office RFP-2026-01 • Exhibit C: Sample PSA (Reference Only) CITY OF NATIONAL CITY — CITY MANAGER'S OFFICE
RFP No. RFP-2026-01 • City Council Facilitation Services

EXHIBIT D

PROPOSAL SUBMISSION CHECKLIST
(For Proposer Use — Not Required to Be Submitted With Proposal, But Strongly Recommended for Self -Review) Proposers are strongly encouraged to use this checklist to verify that their proposal is complete prior to submission. An incomplete proposal may be deemed non-responsive and may be disqualified from evaluation. Check each box to confirm the item is included in your submission. This checklist need not be submitted with your proposal, but may be included as a cover sheet if desired.

Deadline Reminder:

All proposals must be received by the City Manager's Office no later than July 25, 2026 at 4:00 PM Pacific Time
. Late proposals will not be considered for any reason.

Proposal Component RFP
Reference
Included?

1. Cover Letter — No more than two (2) pages; on firm letterhead; signed by authorized representative; confirms ability to meet all RFP requirements; identifies any exceptions to terms or scope
Section

6.1(a)
☐

2. Firm Profile and Qualifications — Full legal name, years in business, organizational structure, areas of specialization, summary of relevant local government facilitation experience
Section

6.1(b)
☐

3. Key Personnel — Resumes / CVs — Professional resume or CV for lead facilitator and all key team members; identifies primary point of contact; identifies any subconsultants and their proposed roles
Section

6.1(c)
☐

4. Proposed Approach and Methodology — Describes facilitation philosophy and techniques; assessment methodology; strategic planning framework; plan for maintaining neutrality; sample agendas or tools (if included, must be original or used with client permission)
Section

6.1(d)
☐

5. Relevant Experience and Case Studies — Minimum two (2), maximum four (4) case studies from California local government facilitation engagements; each includes client, scope, process, outcomes, and lessons learned Section

6.1(e)
☐

6. References — Minimum three (3) professional references from California local government clients; at least two (2) must be for City Council or governing board retreat facilitation; all required reference fields completed Sections

5.3 &

6.1(f)
☐

7. Cost Proposal — Separately sealed (hard copy) or clearly labeled separate file (electronic); fully itemized by task (Tasks 1–5); optional services separately priced; reimbursable expenses itemized and capped; all-inclusive not-to-exceed total stated Section

6.1(g) &

6.2 ☐

8. Non-Collusion Declaration (Exhibit A) — Fully completed; all fields filled in; signed under penalty of perjury by authorized representative of the firm; dated Section

8.4 &
Exhibit A
☐

9. Insurance Requirements Acknowledgment (Exhibit B) — Fully completed; signed by authorized representative; all acknowledgment items confirmed Section

8.2 &
Exhibit B
☐

10. Business License — Copy of valid City of National City business license, OR written acknowledgment that the firm will obtain a City business license prior to contract execution
Section

5.1 ☐

11. Electronic Copy — Complete PDF of entire proposal (technical and cost, in separate clearly labeled files) on USB drive enclosed with hard copy submission, OR submitted by email to [INSERT CITY EMAIL ADDRESS] by the deadline Section

6.3 ☐

12. Hard Copy Copies (if submitting hard copy) — One (1) original marked "ORIGINAL" and two (2) copies marked "COPY 1" and "COPY 2"; all copies tabbed and bound; all pages numbered; firm name and RFP number in header/footer Section

6.3 ☐

13. Conflict of Interest Disclosure — Any actual or potential conflict of interest disclosed in cover letter or separate written disclosure; if no conflicts, a statement to that effect included in cover letter
Section

8.3 ☐

Proposal Component RFP
Reference
Included?

14. Subconsultant Information (if applicable) — Subconsultant firm(s) identified by name; roles and estimated percentage of work described; subconsultant resumes included
Section

6.1(c)
☐

15. Minimum Qualifications Self-Certification — Proposal clearly documents how the firm meets each minimum qualification specified in Section 5.1; all claims are verifiable and supported by documentation or case study references Section

5.1 ☐

Proposer Confirmation (Optional): By signing below, the undersigned authorized representative of the proposing firm confirms that they have reviewed this checklist and, to the best of their knowledge, the proposal submission is complete and compliant with all requirements of RFP-2026-01.

Firm Name: Name of Authorized Representative (Print): Signature: Date:

Questions? Contact the RFP Designated Contact: [INSERT CITY MANAGER NAME], City Manager's Office, City of National City • 1243 National City Boulevard, National City, CA 91950 • Phone: (619) 336-4240 • Email: [INSERT CITY EMAIL ADDRESS] • Website: www.nationalcityca.gov

City of National City • City Manager's Office RFP-2026-01 • Exhibit D: Proposal Submission Checklist

City of National City • City Manager's Office
1243 National City Boulevard • National City, CA 91950 • (619) 336-4240 • www.nationalcityca.gov RFP No. RFP-2026-01 • City Council Facilitation Services Proposals Due: July 25, 2026 at 4:00 PM Pacific Time

The City of National City is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, disability, age, religion, or any other characteristic protected by applicable law.

Sample Professional Services Agreement

PROFESSIONAL SERVICES AGREEMENT
This Professional Services Agreement (“Agreement”) is entered into as of [Effective Date] by and between the City of National City, California, a municipal corporation (“City”), and [Consultant Name], an independent contractor (“Consultant”). The City and Consultant may be referred to individually as a “Party” and collectively as the “Parties.”

1. Scope of Services
Consultant shall provide facilitation services for a City Council retreat, including planning support, meeting design, facilitation, and follow-up deliverables. The parties may define retreat objectives, budget, and logistics in an attached statement of work, which is a common structure for consulting agreements.

Consultant’s services may include:
 Pre-retreat kickoff meeting with individual members of the City Council and the City Manager or designee.
 Review of background materials, prior strategic plans, and council priorities.  Facilitation of one or more planning sessions and the retreat itself.  Development of discussion guides, agendas, and exercises.  Preparation of a post-retreat summary of key themes, action items, and next steps.

2. Deliverables
Consultant shall provide the following deliverables:
 Draft retreat agenda.
 Facilitator guide or session plan.
 Attendance and participation summary, if requested.
 Post-retreat memorandum summarizing outcomes, decisions, and action items.

If the City requests additional deliverables not included in this Agreement, Consultant shall only perform them under written authorization. Clear scope and deliverables language is standard in consulting agreements.

3. Term
This Agreement begins on [Start Date] and ends on [End Date], unless earlier terminated under this Agreement. The term may be extended only by written amendment signed by both Parties.

4. Compensation

The City shall pay Consultant $[Amount] as a fixed fee, or $[Rate]/hour not to exceed $[Cap], as specified in Exhibit A. The Agreement should clearly state payment terms, schedules, and any cap or not-to-exceed amount.

Invoices shall be submitted [monthly/upon completion/milestone-based] and paid within ** days** of receipt, subject to approval by the City’s authorized representative. Reasonable pre- approved travel or out-of-pocket expenses may be reimbursed only if identified in advance and supported by receipts.

5. City Responsibilities
The City shall designate a project manager or point of contact authorized to coordinate logistics, review deliverables, and approve invoices. The City shall provide reasonably necessary background information, retreat goals, and timely feedback to support Consultant’s work.

6. Independent Contractor
Consultant is an independent contractor and not an employee, agent, or representative of the City. Consultant is responsible for all taxes, insurance, licenses, and other obligations required for its business status.

7. Confidentiality
Consultant shall keep confidential any nonpublic information received from the City in connection with this Agreement, except as required by law. This obligation survives termination.

Confidentiality clauses are a common part of consulting agreements.

8. Public Records
If the City is subject to public records laws, Consultant acknowledges that materials submitted to or created for the City may be subject to disclosure under applicable law, except to the extent an exemption applies. Consultant should mark proprietary information clearly, but the City cannot guarantee nondisclosure where public records obligations apply.

9. Work Product
Unless otherwise stated in Exhibit A, all work product specifically created for the City under this Agreement shall be the property of the City upon full payment, excluding Consultant’s pre- existing materials, tools, templates, and know-how.

10. Compliance With Law

Consultant shall perform services in compliance with applicable federal, state, and local laws, including nondiscrimination and accessibility requirements as applicable to the retreat setting.

11. Cancellation and Termination
Either Party may terminate this Agreement upon thirty (30) days’ written notice. The City may terminate immediately for material breach if Consultant fails to perform the services in a professional manner or violates confidentiality or law. Termination provisions are standard in consulting contracts.

If the City cancels the retreat for convenience, Consultant shall be paid for services satisfactorily performed through the effective termination date, plus approved, non-cancellable expenses.

12. Indemnification
To the extent permitted by law, Consultant shall indemnify and hold harmless the City from third-party claims arising from Consultant’s negligent acts or willful misconduct in performing the services.

13. Insurance
Consultant shall maintain commercially reasonable insurance, which may include:
 Commercial general liability.
 Professional liability/errors and omissions.
 Workers’ compensation, if applicable.

14. Dispute Resolution
The Parties shall first attempt in good faith to resolve disputes informally. If unresolved, the dispute shall be submitted to [mediation/arbitration/court of competent jurisdiction] as permitted by law and City policy. Dispute resolution language is commonly included in consulting agreements.

15. Miscellaneous
This Agreement, including any exhibits or statements of work, constitutes the entire agreement between the Parties. Any amendment must be in writing and signed by both Parties. If any provision is held unenforceable, the remainder shall remain in effect.

IN WITNESS WHEREOF, the Parties have executed this Agreement as of the Effective Date.

[City Authorized Signatory]
Title:

Date: _

[Consultant Name]
Title:

Date: _
Exhibit A: Statement of Work

1. Retreat purpose: Facilitation of a City Council retreat to support strategic planning, team alignment, and goal setting. Retreats often focus on structured discussion, team-building, and action planning.

2. Dates and location: [Insert dates and venue].

3. Scope: Planning session, facilitation, and post-retreat summary.

4. Fee: [Insert fee structure].

5. Expenses: [Insert reimbursement rules].

6. Deliverables due dates: [Insert timeline].

AGENDA REPORT

Department: City Manager's Office
Prepared by: Stephen Manganiello, Acting Deputy City Manager Meeting Date: Tuesday, June 30, 2026
Approved by: Douglas J. Schulze, City Manager

SUBJECT:

Letter of Support for Tidelands Avenue Electric Truck Hub Project.

RECOMMENDATION:

Authorize the City Manager to submit a Letter of Support to the Port of San Diego for the Tidelands Avenue Electric Truck Hub Project.

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

Staff from the Port of San Diego provided a presentation on the Tidelands Avenue Electric Truck Hub Project at the City Council Meeting held on June 16, 2026 . A copy of the presentation is included as Exhibit A. Following a robust discussion of project benefits and concerns, the City Council directed the City Manager to return at the next available City Council meeting to present a letter of support for consideration.

FINANCIAL STATEMENT:

Not Applicable.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Transportation Choices and Infrastructure

ENVIRONMENTAL REVIEW:

The Port of San Diego has prepared a Draft EIR for the Project.

PUBLIC NOTIFICATION:

The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and 24 hours before a Special Meeting in accordance with the Ralph M. Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A – Presentation by Port of San Diego (6/16/2026) Exhibit B – Letter of Support

1 Maritime Clean Air Strategy
Maintaining the Momentum
National City Council Meeting
June 16, 2026Page 483 of 493
2 Tidelands Avenue Electric Truck Hub
Project Overview and Purpose
Project Goal and Context
The project supports reducing trucking related emissions from maritime goods movement aligned with regional and state goals.

Environmental Review Process
The Draft EIR assessed environmental impacts under CEQA, finding no significant impacts or required mitigations.

Decision-Making Considerations
Decision-makers weigh environmental findings, policy objectives, and community input for project approval.

Project Benefits
The project aims to reduce air pollution, improve public health, and promote sustainable maritime goods movement.

3 Tidelands Avenue Electric Truck Hub
Project Description and Key Components
High-Capacity Charging Stall Network
The project includes 70 simultaneous-use electric truck charging stalls supporting zero- emission truck operations.

On-site Renewable Energy Integration
A photovoltaic canopy and battery energy storage system generate and store zero- carbon electricity to supplement grid power.

Trucking as a Service Model
The TaaS program offers monthly access to maintained electric trucks, lowering entry barriers for small operators.

Supporting Infrastructure and Access Control
The hub includes a convenience store and controlled site access to enforce operational priorities for port trucks.

4 Tidelands Avenue Electric Truck Hub
Site Selection Process
Transparent Process
Initiated with Request for Information (May 2022); 18 responses informed refinement and feasibility of project and site location
Site Evaluation
Evaluation criteria included consideration of consistency with Port Master Plan land use and proximity to marine cargo terminals; proposed site’s access to existing truck routes and availability and readiness for development, and lastly adequate parcel size.

Site and Proponent Selection
Request For Proposals issued (April 2023) → 6 proposals received; finalists advanced Final Site Determination: 19th & Tidelands
Best meets site suitability criteria and one of only feasible industrial sites available Port Board selected Skychargers LLC as preferred developer (March 2024)

5 Project Location
Project
Site

6 Tidelands Avenue Electric Truck Hub
Project Objectives and Policy Alignment
Emissions Reduction Goals
The project aims to provide zero-emission heavy-duty truck charging and leasing opportunities to improve air quality and public health.

Health Equity and Pollution Reduction
Targeted emission reduction investments focus on reducing pollutants and improving health in the Portside Communities.

Operational Safety and Efficiency
Implementing best practices in truck circulation, including pull-through stall designs, enhances safety and flow.

Sustainable Energy Integration
On-site generation and storage of zero-carbon electricity supports grid resilience and sustainable operations.

7 Tidelands Avenue Electric Truck Hub
Draft Environmental Impact Report Results
Environmental Topic Impact Conclusion Mitigation Required Air Quality Less than significant None
Energy Less than significant None
Hazards & Hazardous
Materials Less than significant None
Hydrology & Water
Quality Less than significant None
Noise Less than significant None
Transportation Less than significant None

8 Tidelands Avenue Electric Truck Hub
Issues Raised During Environmental Review
Public and Agency Engagement
The CEQA process involved public and agency input through meetings and comment letters addressing diverse environmental concerns.

Fire Risk and Safety Analysis
Detailed EIR analysis of lithium-ion battery fire risks includes thermal runaway scenarios and engineered safety systems.

Noise and Traffic Impact Studies
Operational analyses confirm truck routes and site circulation minimize noise and transportation hazards.

Transparency and Decision Support
The EIR process addresses community concerns with technical analysis to ensure transparent and defensible decisions.

9 Tidelands Avenue Electric Truck Hub
Key Decision Considerations and Next Steps
Project Environmental Benefits
The project supports clean air, climate goals, and public health with no significant environmental impacts under CEQA.

Alignment with Policies
The project aligns with Maritime Clean Air Strategy, Community Emissions Reduction Plan and California Sustainable Freight Action Plan supporting zero-emission freight.

Next Steps If Approved
Should the Board of Port Commissioners approve the project, the Final EIR will be certified, findings adopted, and project implemented under required permits.

Sustainable Leadership
Approval signals leadership in sustainable maritime operations and regional air quality improvements.

Tidelands Avenue Electric Truck Hub
June 16, 2026
Maritime Clean Air Strategy
Questions

Office of the City Manager
1243 National City Boulevard, National City, CA 91950-4397 (619) 336-4240 www.nationalcityca.gov

June 30, 2026

Ann Moore
Chair, Board of Port Commissioners
3165 Pacific Highway
San Diego, CA 92101

Subject: Tidelands Avenue Electric Truck Hub Project

Dear Commissioner Moore,

The City of National City has appreciated the opportunity to engage with the Port of San Diego, the developer Skycharger, and the public regarding the proposed Tidelands Avenue Electric Truck Hub Project.

We commend the Port for advancing a Maritime Clean Air Strategy that aims to red uce air pollution, improve public health, and promote sustainable maritime goods movement . The west side of National City suffers from some of the poorest air quality in the State. Innovative technology solutions such as the Tidelands Avenue Electric Truck Hub Project offers the necessary infrastructure to support zero-emission trucks in an effort to improve air quality.

The majority of our City Council supports this project. However, there are concerns regarding impacts to City roadways due to project ed increases in truck traffic, fire risks due to consolidation and storage of large lithium-ion batteries upwind from local businesses and residences, and the extent of community benefits being considered as part of your contract with Skycharger.

We encourage the Port and your partner Skycharger to continue to prioritize public safety and community benefits through ongoing research into the “state-of-the-practice” for electric truck charging, thoughtful dialogue with our City Councilmembers and the community, and opportunities for collaboration with our team on sustainable solutions that support environmental health and economic development.

Sincerely,

Douglas J. Schulze
City Manager