View Report And Attachments A And B — Rules & Legislation Committee, January 16, 2025

CED Committee
January 28, 2025

AGENDA REPORT
TO: Jestin D. Johnson FROM: Emily Weinstein
City Administrator Director, Department of
Housing & Community
Development
SUBJECT: Partnership for the Bay’s Future MOU DATE: December 30, 2024 City Administrator Approval Date:

RECOMMENDATION

ADOPT A RESOLUTION ACCEPTING AND AUTHORIZING TWO-YEAR MEMORANDUM OF

UNDERSTANDING FOR THE RECEIPT OF IN-KIND SERVICES FROM THE SAN FRANCISCO

FOUNDATION AND CORO NORTHERN CALIFORNIA TO SUPPORT THE DEVELOPMENT

OF AN EQUITABLE LEAD HAZARD ABATEMENT PROGRAM AND PROACT IVE RENTAL

INSPECTION PROGRAM, VALUED IN A TOTAL AMOUNT NOT TO EXCEED FOUR HUNDRED SIXTY THOUSAND DOLLARS ($460,000)

EXECUTIVE SUMMARY
Adopting the proposed resolution would (1) authorize the City Administrator to accept and enter into a two -year memorandum of understanding for the receipt of in -kind services from San Francisco Foundation and Coro Northern California to support the development of the Equitable Lead Hazard Abatement Program and Proactive Rental In spection Program, valued in a total amount not to exceed four hundred sixty thousand dollars ($460,000), and (2) authorize the City Administrator to take all actions necessary to fulfill the obligations under the memorandum of understanding (MOU), including amendments in furtherance of this Resolution and extensions for additional time. The MOU with the San Francisco Foundation and Coro Northern California is attached herein as Attachment A for reference.

BACKGROUND / LEGISLATIVE HISTORY
The in-kind services will be in the form of a two-year, full-time fellow dedicated to supporting the development of the City of Oakland’s lead hazard abatement and proactive rental inspection initiatives. The fellow was made possible by the P artnership for the Bay’s Future (PBF) Policy Fund managed by the San Francisco Foundation and Coro Northern California.

Jestin Johnson (Jan 15, 2025 10:30 PST)
Jan 15, 2025
Jestin D. Johnson, City Administrator
Subject: Coro/Partnership for the Bay’s Future MOU
Date: December 30, 2024 Page 2

CED Committee
January 28, 2025

The PBF Fellow ship provides a cohort-based and salaried position for experienced, entrepreneurial, and equity -minded affordable housing professionals interested in leading collaborative policymaking efforts in selected Bay Area cities. PBF Fellows play a central role in advancing their site team’s shared goals. PBF Fellows are matched and embedded with one government jurisdiction for the duration of the two-year PBF Fellowship and support the efforts of community partners in helping shape local policymaking . Their role is to provide additional expertise and serve as a grounding anchor, project manager, and catalyst for policy innovation alongside their government and community partners.

The City of Oakland has partnered with PBF to be a host jurisdiction during two previous program rounds since 2020. Previous PBF Fellows’ work focused on racial equity analyses, researching tenant opportunity to purchase act /community opportunity to purchase act ( TOPA/COPA) ordinances, and building capacity for emerging developers.

Coro Northern California is the PBF Fellowship administrator for the 2025-2026 cycle, working in close partnership with the San Francisco Foundation, Enterprise Community Partners, and Informing Change. The community partners for the 2025-2026 cycle are the Healthy Havenscourt Collaborative (HHC), comprised of Regional Asthma Management and Prevention (RAMP), La Clínica de la Raza (La Clínica), East Bay Asian Local Development Corporation (EBALC), and Black Cultural Zone (BCZ). As part of the award, the HHC will receive a $220,000 direct grant from PBF for the duration of the PBF Fellowship to be divided among the organizations at their discretion.

Regarding the scope of work for the PBF Fellowship 2025-2026 cycle, Oakland’s PBF Fellow will focus on the nexus between an equitable lead hazard abatement program and a proactive rental inspection program. Further details of the PBF Fellows role are described in the Analysis and Policy Alternatives section of this report.

As part of the application process, Oakland Department of Housing and Community Development (HCD) submitted letters of support from (1) RAMP, (2) Oakland Planning and Building Department, (3) District 2 Councilmember Carroll Fife, and (4) City Administrator Jestin D.

Johnson.

ANALYSIS AND POLICY ALTERNATIVES

While the voters of Oakland have been generous to approve $350 million in the Measure U affordable housing bond to build new affordable homes and to acquire/repair existing homes for long-term affordability, limited resources have been available to help tenants, homeowners, and property owners of Oakland’s legacy housing stock. Oakland’s housing stock is older than most Bay Area cities . Over a third of homes were built before 1940 and over half were built before 1960. Combined with the disinvestment of redlining and the dispossession of the foreclosure crisis, many of these older homes, over 50% of which are occupied by tenants, have undiscovered code violations due to deferred maintenance and possible substandard living conditions.

To tackle these long -standing health and safety issues, Oakland’s Planning and Building Department (PBD) committed to create a new Proactive Rental Inspection Program (PRIP ) via Housing Element Action 2.1.3 . Currently, the City of Oakland’s code enforcement model is

Jestin D. Johnson, City Administrator
Subject: Coro/Partnership for the Bay’s Future MOU
Date: December 30, 2024 Page 3

CED Committee
January 28, 2025

complaint-based, meaning tenants must actively report issues in their units to the City. The habitability complaints the City receives more than likely reflect only a fraction of the true housing quality issues faced by vulnerable tenants. Low-income tenants who may face other challenges and risks are less likely to report hazardous conditions to avoid ris ing rents, prevent evictions, and evade retaliation from landlords. Shifting to a proactive model could improve housing quality throughout Oakland but may uncover many code violations that would require short- or long-term temporary relocation and other stabilization services.

With the shift to a proactive model, the City expects an increase in demand for services and interventions such as: financial assistance (e.g., rental subsidies for tenants and rehabilitation funding for property owners); relocation assistance; housing counseling; and more – particularly from its lower-income residents and residents of color. A proactive model could greatly improve quality of life for Oaklanders – but if not designed and implemented with an equity - and data- backed approach, and with complementary policies to protect tenants, it could unintentionally spur displacement for our most vulnerable residents. While the Equitable Lead Hazard Abatement Program (ELHAP) could help tenants and property owners with some of the needs arising from the PRIP, carefully coordinating two new large and fast -moving programs in an extremely resource-constrained environment will be difficult.

The PBF Fellow will be instrumental in ensuring smooth linkage between the ELHAP and the PRIP. Some of the specific ways they may contribute are:

1. Pursue any identified legislative changes necessary to implement the PRIP/ELHAP programs, strengthen tenant protections, and mitigate displacement , e.g. updating Oakland’s Code Compliance Relocation Ordinance and/or an enabling ordinance for the PRIP;

2. Support Oakland HCD and PBD in designing and implementing robust, highly targeted community engagement to reach key demographics;

3. Convene critical partners necessary to inform the process including residents, community advocates and organizations such as the Healthy Havenscourt Collaborative, PBD, Alameda County, and other community/government partners;

4. Identify long-term funding sources and strategies around the PRIP that could support tenant relocatio n costs and/or property rehabilitation costs for low -income landlords, including rehabilitation that is beyond the scope of the ELHAP work being evaluated by the City’s program development consultant, Green & Healthy Homes Initiative;

5. Ensure an effective bridge between the ELHAP and PRIP including equitable implementation, such as via the development of standard operating procedures and process flow diagrams for PRIP to make referrals to ELHAP, criteria for ELHAP to triage referrals from PRIP, and public-facing materials about the two programs;

6. Develop ongoing structures for accountability, community oversight, and evaluation that centers on a Results-Based Accountability approach; and

7. Financial modeling to identify future staffing and resource needs for the Code Compliance Relocation Program and other tenant protection programs (e.g., increased Rent Adjustment Program (RAP) petitions and demand for counseling services) to ensure they can respond to a potentially unprecedented increased demand for services induced by PRIP.

Jestin D. Johnson, City Administrator
Subject: Coro/Partnership for the Bay’s Future MOU
Date: December 30, 2024 Page 4

CED Committee
January 28, 2025

The PBF Fellow will be supported in this endeavor by the HHC which aims to address unhealthy housing conditions in the Havenscourt neighborhood in East Oakland. The HHC launched the Healthy Housing Champions program in 2019 that has trained residents in Havenscourt to engage the community around the intersection of housing and health and to advocate for better tenant protections while minimizing displacement pressures. Today, EBALDC and BCZ jointly provide backbone support to the HHC, connecting the work of the Healthy Housing Champions to the broader Collaborative. As community partners on this PBF Fellowship, RAMP, La Clínica, EBALDC, and BCZ will expand the Healthy Housing Champions pr ogram to engage residents in East and West Oakland , neighborhoods that are disproportionately impacted by poor-quality housing and other indicators of housing instability, such as severe rent burden, overcrowding, and evictions. With HCD’s support, the PBF Fellow will engage both residents and community-based organizations to ensure community concerns are being addressed in policy and programmatic development.

Memorandum of Understanding (MOU) Authorization
Oakland Municipal Code (OMC) section 2.04.160 requires that the City Council accept monies and donations that exceed $50,000. .

FISCAL IMPACT

There is no fiscal impact regarding the acceptance of in-kind services in the form of a PBF Fellow.

PUBLIC OUTREACH / INTEREST
As part of the application process, Oakland HCD connected with representatives of the HHC to gauge interest, co-design deliverables, co-apply, conduct interviews, and select potential fellows.

COORDINATION

This report was reviewed by the Planning and Building Department, the Office of the City Attorney, and the Budget Office.

SUSTAINABLE OPPORTUNITIES

Economic: Through the PBF Fellowship, the implementation of equitable lead hazard abatement and proactive rental inspection programs would involve the hiring of abatement contractors and result in higher-quality housing for property owners and tenants. Also, preventing lead poisoning and other significant health conditions caused or made worse by poor-quality housing will result in improved educational and employment outcomes.

Environmental: Through the PBF Fellowship, Oakland departments HCD and PBD will advance efforts to abate lead hazards and other code violations in homes and improve housing quality Jestin D. Johnson, City Administrator
Subject: Coro/Partnership for the Bay’s Future MOU
Date: December 30, 2024 Page 5

CED Committee
January 28, 2025

throughout the City to protect public health and safety through equitable lead hazard abatement and proactive rental inspection program models.

Race & Equity: An estimated 80,000 rental units in Oakland were built before 1978 and are presumed to contain lead hazards. Of these, over 55,000 were built before 1940 and are particularly at risk due to higher rates of lead compounds in older paint mixes. Oakland’s Planning and Building Department (PBD) estimated that medical services, special education, disabilities, and lost wages due to lead poisoning cost residents upwards of $150 million each year. These costs are not borne equally ; over 80% of the census tracts with the highest rates of childhood lead poisoning in Alameda County are predominantly Black or Latinx. Thus, addressing lead hazards is a racial equity imperative.

ACTION REQUESTED OF THE CITY COUNCIL

Staff Recommends That The City Council Adopt A Resolution Accepting And Authorizing Two- Year Memorandum Of Understanding For The Receipt Of In-Kind Services From San Francisco Foundation And Coro Northern California To Support The Development Of Equitable Lead Hazard Abatement Program And Proactive Rental Inspection Program, Valued In A Total Amount Not To Exceed Four Hundred Sixty Thousand Dollars ($460,000)

For questions regarding this report, please contact Hugo Ramírez, Deputy Director of Community Development, at [email protected].

Respectfully submitted,

Emily Weinstein
Director, Housing & Community Development
Department

Reviewed by:

Hugo Ramirez, Deputy Director, Housing &
Community Development Department

Prepared by:

Chris Norman, Chief of Staff, Housing &
Community Development Department

Attachments (2):

A. PBF Policy Fund Memorandum of Understanding
Emily Weinstein (Jan 13, 2025 12:01 PST)
Emily Weinstein

Jestin D. Johnson, City Administrator
Subject: Coro/Partnership for the Bay’s Future MOU
Date: December 30, 2024 Page 6

CED Committee
January 28, 2025

B. City of Oakland Policy Fund Grants for Housing Production, Preservation, and Protection Program Application

PBF POLICY FUND

MEMORANDUM OF UNDERSTANDING
This Memorandum of Understanding (“MOU”), eﬀec:ve as of January 22, 2025, is entered by City of Oakland (“City of Oakland”), San Francisco Founda:on, a California nonproﬁt public beneﬁt corpora:on (“SAN FRANCISCO FOUNDATION” or “SFF”), and Coro NORTHERN CALIFORNIA, a California nonproﬁt public beneﬁt corpora:on (“Coro”). Collec:vely, City of Oakland, SFF and Coro are referred to as the “Par?es” and individually, as a “Party”.

RECITALS
A. The SAN FRANCISCO FOUNDATION together with a number of other nonproﬁt and/or public organiza:ons and businesses, have launched the Partnership for the Bay’s Future (the “Partnership”) as a collabora:ve eﬀort focused on advancing a more inclusive and equitable future for the region comprising of Alameda, Contra Costa, Marin, San Francisco, San Mateo, and Santa Clara Coun:es (the “Region”) by solving its interconnected challenges: housing, transporta:on, and economic opportunity.

B. To facilitate the Partnership’s housing goals, SAN FRANCISCO FOUNDATION has established a fund (the “Policy Fund”) to support policy ini:a:ves to produce and preserve aﬀordable housing and protect vulnerable tenants (collec:vely, “Produc?on, Preserva?on and Protec?on Policies”) at the local level in the Region. The Policy Fund is guided by an advisory board, which includes investors from the philanthropic and corporate sectors, public sector and policy experts, and community leaders (the “Advisory Board”).

C. The goals of the Policy Fund are to: (1) increase racial and economic equity across the Region by stemming displacement of people of color from communi:es across the Region, (2) deepen the prac:ce of partnership between towns, ci:es and coun:es in the Region and community groups, (3) support the rise of new government and community leaders that can support the Region’s housing and tenant protec:on eﬀorts long-term, and (4) provide models for change that inspire other jurisdic:ons to follow suit.

D. The current funding opportunity oﬀered by the Policy Fund is manifested in the form of a two-year program named the PBF Policy Funds for Housing Produc:on, Preserva:on and Protec:on (respec:vely, the “Program” and the “PBF Policy Fund”). The Program, managed by SAN FRANCISCO FOUNDATION, is a compe::ve process that incen:vizes towns, ci:es and coun:es in the Region (each a “Jurisdic?on”) to pursue policy change to protect vulnerable tenants and produce and preserve exis:ng aﬀordable housing.

E. City of Oakland submiaed an applica:on and proposal (collec:vely, the “Proposal”) to SAN FRANCISCO FOUNDATION for a PBF Policy Fund, based upon which, City of Oakland has been awarded a PBF Policy Fund.

F. The PBF Policy Fund consists of four key components: (1) the placement of a Fellow with City of Oakland during the two-year period commencing on January 22, 2025 (the “Commitment Period”), (2) a monetary grant from the Policy Fund to Coro to ﬁnance the salary of the Fellow, (3) a monetary grant from the Policy Fund to one community organiza:on proposed by City of Oakland and approved by SAN FRANCISCO FOUNDATION (the “Community Lead”), said grant is intended to be not less than one hundred ten thousand dollars ($110,000) per year for each of the two years in the Commitment Period, and (4) access to the Technical Assistance Pool. The term “Fellow” means an employee of Coro who will assist City of Oakland develop and adopt meaningful Produc:on, Preserva:on and Protec:on Policies as well as begin implementa:on of said policies. At all :mes during the Program, the Fellow will be an employee of Coro, and not an employee of either City of Oakland or SAN FRANCISCO FOUNDATION. The term “Technical Assistance Pool” means a pool of expert consultants to provide assistance in the following areas: (1) messaging and communica:ons support, (2) data analysis, (3) polling support, and (4) policy strategy, as necessary to implement the goals of the Partnership (“Technical Assistance”).

G. The Par:es wish to set forth the terms and understanding among them with respect to the PBF Policy Fund.

NOW, THEREFORE, in considera:on of the mutual covenants contained herein, and for good and valuable considera:on, the suﬃciency and receipt of which are hereby acknowledged, the Attachment A
Par:es hereby agree as follows:

AGREEMENT
I. PURPOSE OF THE MOU
This MOU sets forth the terms and understanding among the Par:es and is intended to reﬂect the Par:es’ commitment to cooperate and work together to support the Fellow, and to advance the design, adop:on and implementa:on of progressive Produc:on, Preserva:on and Protec:on Policies with City of Oakland staﬀ, community partners and elected oﬃcials.

This MOU spells out areas of collabora:on and expands on ownership and accountability.

A.Principles: The Par:es each commit to the principles that form the founda:on of the Partnership, which are listed here and opera:onalized in Sec:on II of this MOU. a.Racial jus:ce: The Par:es will work toward the shared vision of a thriving Bay Area where race is never a barrier to opportunity. b.Community engagement: The Par:es will priori:ze ac:vely engaging local community members and leaders in the execu:on of their shared goals, with special emphasis on engaging people of color and other underserved community members. c.Results orienta:on: The Par:es are commiaed to their collec:ve impact by realizing concrete gains toward shared goals.

II. AGREEMENT
A.Primary Areas of Collabora?on, Roles and Opera?onal Responsibili?es: The Par:es hereby agree to undertake good-faith eﬀorts to create the enabling condi:ons necessary to realize the PBF Policy Fund award vision by engaging in speciﬁc areas of collabora:on and performing the respec:ve ac:vi:es set forth in the following ﬁve category chart:
a.PBF Policy Fund Vision;
b.PBF Policy Fund Award: Fellows and Community Partnerships; c.PBF Policy Fund Award: Technical Assistance + Cohort Convening; d.Communica:on (Internal + External); and
e.Evalua:on.

Area of Collabora?on City of Oakland Coro SAN FRANCISCO FOUNDATION Structures for Accountability

1. PBF Policy Fund VISION
The Par:es will honor
the Partnership’s
housing goals as set
forth in this MOU.

Use good faith eﬀorts to ac:vate and
engage in the implementa:on of
progressive Produc:on, Preserva:on
and Protec:on Policies, in collabora:on
with community partners, with the
support and facilita:on of the Fellow.

Will use best eﬀorts to ac:vely advance
equitable systems change with an
emphasis on expanded community
engagement and progressive policy.

Ensure a competent, racially diverse Fellows
pool that is supported with strong
onboarding, Technical Assistance, and
rela:onship building to successfully assist
Jurisdic:ons in advancing Produc:on,
Preserva:on, and Protec:on Policies.

Ensure Jurisdic:ons and their respec:ve
Fellows land on a strong results framework
to guide their work.

Ac:vely build a strong bench of diverse
regional leaders, wraparound support
structure and na:onal/regional best
prac:ces to ensure the Fellow’s success.

Ensure that the Policy Fund PBF Policy
Fund vision and long-term expecta:ons
for the Fellows program and
jurisdic:onal cohorts are infused with
SFF’s commitment to racial and
economic inclusion.

U:lize grant making, convening,
organiza:onal capacity building and the
lever of the Partnership at large to
support and advance the Fellows’ work.

Galvanize civic engagement related to the
Policy Fund broadly and PBF Policy Fund
speciﬁcally. Build momentum for the
Policy Fund through inﬂuence, exper:se
and ﬂexible dollars. Engage civic leaders
from advocacy organiza:ons, academia,
founda:ons, etc. through the
Partnership.

PBF Policy Fund MOU
Opera:onal
Responsibility:

Provide engaged staﬀ to supervise and
support the Fellow’s assistance with
developing policy recommenda:ons
and increased community
engagement.

Provide Technical Assistance and
employer oversight for the Fellows and
their matched Jurisdic:ons.

Elevate best prac:ces in systems
change from a regional and na:onal
perspec:ve with Fellows and
Jurisdic:ons.

Regularly engage, convene, update and
recruit inﬂuen:al civic leaders and anchor
ins:tu:ons to support fundraising,
strategy, advocacy and reﬂec:on, in
partnership with SFF.

Serve as the direct manager for the
Fellow, including but not limited to,
overseeing their work performance,
sejng clear expecta:ons of job du:es,
providing necessary training and coaching,
and ensuring compliance with company
policies and standards. Feedback will be
shared in regular 1:1 sessions between
the manager and Fellow and performance
evalua:ons will be provided at a regular
cadence throughout the dura:on of the
Fellowship.

Provide regular opportuni:es for City of
Oakland to share relevant feedback about
the Fellow’s performance to be reviewed
during Fellow’s 1:1s and performance
evalua:on.

Generate engagement and momentum for
PBF Policy Funds among jurisdic:onal
leaders through regular updates and by
celebra:ng what works.

Regularly engage, convene, update and
recruit inﬂuen:al civic leaders and
anchor ins:tu:ons to support
fundraising, strategy, advocacy and
reﬂec:on.

Promote the role of civic leaders as long-
term promoters of equitable and
progressive housing policy.

Area of Collabora?on City of Oakland Coro SAN FRANCISCO FOUNDATION Structures for Accountability

1. PBF Policy Fund VISION
Leverage the impact of Fellows and
Jurisdic:ons by suppor:ng ac:vi:es such
as Jurisdic:on-to-Jurisdic:on learning,
dissemina:on of best prac:ces, and
poten:al state policy change eﬀorts.

Area of Collabora?on City of Oakland Coro SAN FRANCISCO FOUNDATION Structures for Accountability

2. PBF Policy Fund AWARD: FELLOWS AND COMMUNITY PARTNERSHIPS City of Oakland is
awarded the
following for 2
years.

A PBF Policy Fund
Fellow who will
facilitate the
development and
implementa:on of
innova:ve and high-
impact Produc:on,
Preserva:on and
Protec:on Policies
in collabora:ve
partnership with
community and
staﬀ from
departments across
City of Oakland.

Community
Partnerships:

City of Oakland will
engage with the
community to develop
solu:ons that meet
local needs. City of
Oakland will work
with the Community
PBF Policy Fund Fellow:

The Fellow will be placed at the City
of Oakland via a collabora:ve
matching process. Coro has ﬁnal
determina:on over Jurisdic:on/
Fellow matches.

City of Oakland is expected to provide
logis:cal support to facilitate
collabora:on between City of Oakland
and Fellow, regardless of where Fellow
is located.

City of Oakland commits lead staﬀ
and execu:ve team staﬀ to support
Fellow.

The Fellow will be required to aaend
monthly mee:ngs with Fellows from
other Jurisdic:ons, quarterly cohort
mee:ngs, (see schedule) and other
professional development and
rela:onship building opportuni:es, as
PBF Policy Fund Fellow: Hire, match and
pay the Fellow all wages and
compensa:on, and health and welfare
beneﬁts due, including social security (if
applicable), with Coro as the program
manager of the Program and sole employer
of the Fellow.

In case any issues arise between the Fellow
and City of Oakland, Coro will be the point of
contact to resolve.

Assist the Fellow with leadership, research
and policy development Technical
Assistance that helps them tailor and adapt
strategies to address unique community
condi:ons; and will iden:fy and bolster any
gaps in the Fellow’s development around
working with data, u:lizing research, etc.

Assist the Fellow in assessing, in real :me,
the Technical Assistance needs that exist
within City of Oakland’s teams. Using the
funding pool provided by SFF, as well as
PBF Policy Fund Fellow: SFF will
(1) make a monetary grant to Coro to
fund the Fellow’s salary package, and (2)
provide access to the Technical
Assistance Pool.

Community Lead: SFF will grant directly
to the Community Lead in an amount
not less than $110,000 per year for each
of the two years during the Commitment
Period.

PBF Policy Fund MOU
Area of Collabora?on City of Oakland Coro SAN FRANCISCO FOUNDATION Structures for Accountability

2. PBF Policy Fund AWARD: FELLOWS AND COMMUNITY PARTNERSHIPS Lead to serve as a lead
partner in community
engagement and share a
strong community
partnership plan.
iden:ﬁed. The Fellow will provide
advance no:ce of such mee:ngs and
events to City of Oakland. City of
Oakland and the Fellow will coordinate
scheduling so the Fellow can aaend.

Community Partners: City of Oakland
commits its proposed community
partnership model for the dura:on of
the Commitment Period.

City of Oakland will take the lead on
the PBF Policy Fund Community
Partnership plans as described in the
City of Oakland’S Proposal. The Fellow
will help facilitate rela:onships and
work.
through peer learning within the cohort,
help the Fellow secure resources to meet
the Technical Assistance needs.

Opera:onal
Responsibility
Provide engaged staﬀ to supervise and
support the Fellow’s work in
developing and achieving policy
objec:ves, in addi:on to increasing
community engagement.

The designated staﬀ person will serve
as an onsite Supervisor to the Fellow
for the dura:on of the Fellowship.

They will be responsible for holding
the Fellow accountable for work hours,
aaendance and deliverables.

Supervision and support also includes
providing direct, :mely feedback to
the Fellow and the Coro Program
Director; ensuring a safe, comfortable
onsite workspace for the Fellow;
securing site access and equipment
needs prior to the Fellow’s start date;
and crea:ng a work plan for the
Fellow to begin on their ﬁrst day. If
access to the worksite or network is
delayed, the site supervisor should
provide meaningful preparatory work
or research for the Fellow to do in the
mean:me.

Be a good steward of the Fellow
during the Commitment Period by
facilita:ng the Fellow’s rela:onships
with key partners who are necessary
in achieving the policy objec:ves.

These partners can be stakeholders
both within and outside of
government.

In partnership with the Fellow,
ac:vely lead in engagement with
community partners.

Provide tailored Technical Assistance to the
Fellow and City of Oakland, and host
monthly mee:ngs for Fellows from
par:cipa:ng jurisdic:ons, throughout the
dura:on of the Commitment Period.

Employ the Fellow as a full-:me employee
of Coro and be the managing partner
responsible if any issues arise with the
Fellow and/or City of Oakland as it relates
to the Fellows and the Program. Quickly
resolve any issues that may arise between
the Fellow and City of Oakland.

Area of Collabora?on City of Oakland Coro SAN FRANCISCO FOUNDATION Structures for Accountability

3. PBF Policy Fund AWARD: TECHNICAL ASSISTANCE AND COHORT CONVENINGS In addi:on to the Fellow,
City of Oakland is
awarded the
following for 2
years:

Technical Assistance:

The Fellow will have
access to the Technical
Assistance Pool to
complete work for City
of Oakland.

Regional Cohort:

Quarterly Network
Convenings
Quarterly Leadership
Training Sessions
Technical Assistance Pool: The Technical
Assistance Pool is available to assist the
Fellow in ﬁlling in gaps of knowledge or
tools to complete the work for City of
Oakland.

Process: The Fellow highlights City of
Oakland’s Technical Assistance needs
through Coro. The Fellow submits a short
proposal to Enterprise Community Partners
to access assistance from the Technical
Assistance Pool. SFF retains the right to
fund at any amount or not at all.

PBF Policy Fund Cohorts:

Aaend and ac:vely par:cipate in quarterly
Network Convenings and Coro Leadership
Training sessions, to strengthen regional
connec:vity and to share learnings across
all PBF Policy Fund Cohort par:cipants,
whether remote or in-person. Aaendees
include City of Oakland staﬀ, the Fellow and
the Community Lead.

Technical Assistance Fund:

Assist the Fellow to assess the Technical
Assistance needs within City of Oakland’s
teams and use the TA Fund and peer
learning to address these.

PBF Policy Fund Cohorts: Coordinate,
structure and host quarterly
convenings of the PBF Policy Grant
jurisdic:ons from across the Region to
share cri:cal analysis and strategy
recommenda:ons, best prac:ces,
access to relevant educa:on and
advance regional strategy. Agenda
sejng will be done in consulta:on
with SFF.

Coordinate, structure, and host quarterly
Leadership Training Sessions with City of
Oakland and their Community Partner to
build leadership and technical capacity of
local leaders to for greater impact.

Technical Assistance Pool: Maintain
the Technical Assistance Pool for
requests from jurisdic:ons that are
not covered by the Coro contract.

Determine Technical Assistance
Pool requests in partnership
with Coro.

PBF Policy Fund Cohorts:

Ac:vely par:cipate in agenda sejng
for cohort mee:ngs.

PBF Policy Fund MOU
Mee:ng and Convening
Calendar
Opera:onal
Responsibility
Ac:vely engage in convenings and training
sessions, connect with other members of the
PBF Policy Fund cohort, and commit to
hos:ng at least one convening, which includes
providing a mee:ng space, for the cohort.

Convene Fellowship program
stakeholders for quarterly leadership
training, updates, knowledge sharing and
learning, liling up best prac:ces and
areas of course correc:on.

Co-create convening agendas in
partnership with Coro.

Area of Collabora?on City of Oakland Coro SAN FRANCISCO FOUNDATION Structures for Accountability

4. COMMUNICATIONS
Contribute to a strong
regional
communica:on
strategy that advances
and ampliﬁes local
work and leverages
values- aligned
opportuni:es.

Make good-faith eﬀorts to ac:vely
par:cipate in regional communica:on
strategy by sharing relevant and
:mely learnings and case studies from
the policy and community
engagement processes. This
informa:on is to be shared with the
regional cohorts and other
Jurisdic:ons within the region.

Coro will share learnings from Technical
Assistance providers, subject maaer
experts, Fellows and jurisdic:ons with SFF
Policy Fund staﬀ.

For informa:on that requires permission
to distribute, Coro will acquire so that SFF
can share within newsleaers, etc.

The Partnership will develop and manage
a founda:onal strategic communica:ons
and branding plan that raises visibility,
promotes fundraising, and civic and
poli:cal support through knowledge
sharing and storytelling.

Knowledge and material
sharing will occur on a
rolling basis with Coro
submijng quarterly
summary updates.

Opera:onal
Responsibility:

Commit to ac:vely crea:ng and
sharing communica:ons content
(such as updates, brieﬁngs, and
reports) for the Partnership’s Advisory
Board members, funders and broad
Partnership networks.

Frequent and produc:ve
communica:on across the network is
expected, whether it’s collabora:on
between City of Oakland and
Community Partner, regular 1:1s with
the PBF Fellow, or updates to the San
Francisco Founda:on.

Accountable for crea:ng/sharing
communica:ons content for Advisory
Board members, funders and broad
Partnership networks.

Support the Partnership in strategic
communica:ons, par:cularly around
promo:ng civic and poli:cal support
through knowledge sharing and storytelling.

Aligning capacity of Fellows, Jurisdic:ons,
and partners around strategic
communica:ons goals.

Support the Fellow in advancing
communica:ons strategies, and convening
City of Oakland staﬀ and resources focused
on communica:ons.

The Partnership will centrally manage
ini:a:ve-wide strategic
communica:ons and process for
suppor:ng communica:ons across
partners.

The Partnership will manage external
requests for communica:ons. Coro will
forward media and communica:ons
requests to the Partnership via the Policy
Fund Ini:a:ve Oﬃcer for review and
approval to proceed.

B.Coro as Fellow's Employer: Coro shall be the sole employer of the Fellow placed by Coro with City of Oakland. Coro shall be responsible for payment of wages and beneﬁts, withholding of payroll and other applicable taxes, and worker's compensa:on coverage for the Fellow. City of Oakland shall not be a joint employer of the Fellow and the Fellow shall not have any rights to compensa:on, re:rement beneﬁts, medical beneﬁts or any other beneﬁts accruing to City of Oakland employees. It is Coro's responsibility to provide wriaen no:ce to the Fellow of the provisions of this Sec:on. The provisions of this Sec:on shall survive the termina:on or expira:on of this MOU. While Coro will make the ﬁnal Fellow placement decision, City of Oakland will be given an opportunity to review and concur with the placement.

Coro will provide ample opportuni:es for City of Oakland to provide feedback and raise any issues or concerns regarding a Fellow’s conduct or performance and if necessary, will take performance management and correc:ve ac:on steps in accordance with Coro’s employee handbook. Such issues include not performing the Partnership ac:vi:es in an acceptable manner, demonstra:ng uncoopera:ve behavior, or presen:ng a threat to the adequate or :mely comple:on of the project or a threat to the safety of persons or property. If this behavior persists aler correc:ve ac:ons have been implemented, City of Oakland may make a wriaen request to Coro to remove the Fellow. Once the Fellow is removed from a jurisdic:on, it is at Coro’s discre:on as to whether to terminate the Fellow’s employment. City of Oakland may request a replacement Fellow, a request which may be granted at Coro’s discre:on. In the event that the Fellow is replaced, Coro will ensure proper training of the replacement Fellow and work with City of Oakland to transi:on work to the replacement Fellow as eﬃciently and quickly as possible. If hiring a new Fellow is not feasible, alterna:ve op:ons or resources can be explored in support of con:nuing and comple:ng City of Oakland policy proposal.

Area of Collabora?on City of Oakland Coro SAN FRANCISCO FOUNDATION Structures for Accountability

5. EVALUATION
Ac:vely par:cipate
in evalua:ve
learning, course
correc:on and
evidence-building.

Par:cipate fully in the evalua:on
process by sharing relevant learnings
and case studies from the policy and
community engagement processes, in
order to facilitate collec:ve learning
with the regional cohorts and other
jurisdic:ons within the Region. This
entails collabora:ng with an
evalua:on partner and proac:vely
sharing relevant informa:on with SFF
Policy Fund staﬀ.

Share learnings from Technical Assistance
providers, subject maaer experts, Fellows
and jurisdic:ons with SFF Policy Fund staﬀ.

For informa:on that requires permission
to distribute, Coro will acquire so that SFF
can share within newsleaers, etc.

Thought partner in structuring the system
for evalua:on, with a par:cular focus on
progress on results, leadership
development (across stakeholder groups),
policy trac:on, and communica:ons
impact.

Contract and direct the work of the
evalua:on partner. Manage the
interac:on of the evalua:ng partner
with MOU partners.

Opera:onal
Responsibility:

Ac:vely par:cipate in evalua:on
learning eﬀorts and provide :mely
informa:on and candid insights of the
Fellowship and the work being
performed by the jurisdic:on.

Ac:vely par:cipate in evalua:on eﬀorts and
u:lize evalua:ve learnings to impact
program success.

Manage evalua:on eﬀorts.

In the event that a Fellow engages in egregious or dangerous conduct, City of Oakland may request immediate removal of the Fellow and/or Coro may decide at its discre:on to terminate the Fellow’s employment based on the severity of their ac:on. If City of Oakland requests the immediate removal of a Fellow and has not engaged in the performance management process or demonstrated that the ac:on of the Fellow is egregious, the Fellow will be removed, but a replacement Fellow is not guaranteed. The San Francisco Founda:on and Coro will determine if a replacement Fellow is appropriate given the circumstances.

To the maximum extent permiaed by law, Coro shall indemnify, keep and hold harmless City of Oakland and those en::es (if any) iden:ﬁed as addi:onal insureds in Aaachment A, Insurance Provisions, and their commissioners, directors, oﬃcers, agents, and employees (“City of Oakland Indemniﬁed Par:es”) against any and all demands, claims, suits or ac:ons (collec:vely referred to as “Employment Related Claims”) arising out of any of the following: any injury or death to persons or property or pecuniary, ﬁnancial or economic losses that may occur or that may be alleged to have occurred, arising from any allega:on or ﬁnding that the City of Oakland Indemniﬁed Par:es is an employer, either by common law, statute, or otherwise, of Fellow. Such Employment Related Claims include without limita:on injury or death to Fellow, as well as any claim by Fellow or by a third-party that Fellow is en:tled to any beneﬁt provided to employees of City of Oakland, including coverage under the California Public Employee Re:rement System. Coro further agrees to defend any and all such Employment Related Claims or other legal proceedings and pay all charges of aaorneys and all other costs and expenses of defenses as they are incurred. If any judgment is rendered against any of the City of Oakland Indemniﬁed Par:es, Coro shall, at its expense, sa:sfy and discharge the same. The provisions set forth in this Sec:on are intended to be applied to the fullest extent allowed under the law and, if any por:on of it is found to be void or unenforceable, the remainder is to be severable and enforceable. This indemniﬁca:on shall survive termina:on or expira:on of this Agreement and is separate and dis:nct from the indemniﬁca:on set forth in Sec:on XIV and not subject to any limita:ons set forth in Sec:ons IX or XIV.

C.Coopera?on: In addi:on to performing the ac:vi:es and obliga:ons set forth above, the Par:es agree to take such other ac:ons and nego:ate in good faith and enter such further agreements as will be necessary to consummate the transac:ons contemplated by this MOU.

D.Staﬃng: Each Party shall provide adequate dedicated staﬀ :me to support the ac:vi:es to be conducted by it under in this MOU, and each Party shall be responsible for ensuring that staﬃng posi:ons are replaced in the event of any changes in staﬃng or employment in order to fulﬁll each Party’s obliga:ons as set forth in this MOU. The current staﬃng list includes:
a.Staﬀ person to be responsible for the day-to-day work of the Program i. Coro: Kaitlyn Quakenbush
ii. SAN FRANCISCO FOUNDATION: Aysha Pamukcu
iii. City of Oakland:
b.High-level leader who has the authority to make decisions on behalf of the Party i. Coro: Laney Whitcanack
ii. SAN FRANCISCO FOUNDATION: Khanh Russo
iii. City of Oakland:
c.Addi:onal staﬀ with speciﬁc exper:se to par:cipate as needed in an advisory capacity to support the ongoing ini:a:ve ac:vi:es listed above. i. Coro: Cliﬀord Yee, Lauren Haworth (Finance and HR)
ii. SAN FRANCISCO FOUNDATION: Ella Zimbalist, Elisa Orona, Jordan Shapiro (Communica:ons) iii. City of Oakland:

III. No?ces. Any no:ces required or permiaed to be given under or in this MOU shall be in wri:ng, and shall be deemed to be eﬀec:ve upon delivery when hand delivered, delivered by overnight courier, delivered by cer:ﬁed mail, postage prepaid, return receipt requested, by facsimile, or by email (provided no return to sender or similar error message is delivered to the sender) unless such address is changed by wriaen no:ce hereunder:

If to Coro:

Coro
230 California Street
STE 600
San Francisco, CA 94111
Aan: Laney Whitcanack
Email: [email protected]
If to City of Oakland:

City of Oakland
Address: 250 Frank H. Ogawa Plaza, Ste. 5313
Aan: Jes:n Johnson
Email: [email protected]

If to SAN FRANCISCO FOUNDATION:

THE SAN FRANCISCO FOUNDATION
One Embarcadero Center, Suite 1400
San Francisco, CA 94111
Aan: Fred Blackwell
Email: krusso@sﬀ.org
IV. Funding. Except as expressly set forth herein, nothing in this MOU shall obligate City of Oakland, SAN FRANCISCO FOUNDATION or Coro to expend funds or other resources, nor shall anything in this MOU be construed as a limita:on on any Party’s authority to contribute staﬀ, funds or other resources to further the purposes of this MOU or in the implementa:on of this MOU. Any costs that exceed the amount of the PBF Policy Fund as awarded under this MOU will be reassessed by SAN FRANCISCO FOUNDATION and Coro u:lizing good faith eﬀorts to resolve any such overages in a manner that furthers the purposes of this MOU while minimizing addi:onal out-of-pocket expenditures by Coro.

V. Discre?on. Each Party, including their respec:ve employees, oﬃcials and boards, shall exercise its sole discre:on over all maaers rela:ng to the MOU and over each project or decision over which it has jurisdic:on consistent with its customary prac:ces and procedures and consistent with all legal requirements. In addi:on, each City of Oakland agency having jurisdic:on over the subject maaer of this MOU shall exercise its sole discre:on under this MOU in a manner that is consistent with the public health and safety and shall at all :mes retain its respec:ve authority to take any ac:on that is necessary to protect the physical health and safety of the public or to comply with changes in Federal or California law, including applicable federal and California regula:ons.

VI. No Joint Venture or Liability. Nothing in this MOU shall be construed as crea:ng the right or ability of any Party to bind the other Par:es except as provided in this MOU, and nothing in this MOU shall be construed to create any joint liability with regard to, or as a result of, the ac:vi:es undertaken by any Party, its employees, oﬃcers and/or agents, to implement this MOU. All employees, oﬃcers and/or agents of each Party shall remain employees, oﬃcers and/or agents of that Party and shall be subject to the laws, procedures, rules and policies governing that Party's employees, oﬃcers and/or agents. Nothing in this MOU shall be construed as crea:ng a partnership, joint venture, employment or agency rela:onship between City of Oakland, SAN FRANCISCO FOUNDATION and Coro. Each Party shall conduct all of its ac:vi:es under this MOU in accordance with all applicable laws and regula:ons. Each Party shall remain an independent contractor and does not intend to create any employer-employee or agency-opera:ve rela:onship of any kind.

VII. Public Records. SAN FRANCISCO FOUNDATION and Coro acknowledge and agree that this MOU and communica:ons and documents exchanged between City of Oakland, SAN FRANCISCO FOUNDATION and Coro are subject to the California Public Records Act and any locally applicable laws, and/or regula:ons.

VIII. Publica?ons. No publica:on by Coro or SAN FRANCISCO FOUNDATION shall include use of City of Oakland’s oﬃcial seal without the prior wriaen approval of City of Oakland. No publica:on by City of Oakland shall include the use of the names or logos of either Coro or SAN FRANCISCO FOUNDATION without the prior wriaen approval of Coro or SAN FRANCISCO FOUNDATION, as applicable.

IX. No Damages. The Par:es have determined that damages are inappropriate and that it would be extremely diﬃcult and imprac:cal to ﬁx or determine the damages to a Party as a result of a breach of this MOU. The Par:es would not have entered into this MOU if any of them were liable to the other Par:es for damages under or with respect to this MOU. Consequently, the Par:es have agreed that no Party will be liable in damages to the other Par:es, and each Party covenants not to sue the other Par:es for or claim any damages and expressly waives its right to do so, for any maaer arising from or connected with any dispute, controversy, or issue regarding the applica:on, interpreta:on, or eﬀect of this MOU. This sec:on shall not apply to any claims for indemniﬁca:on as set forth in Sec:ons II.B or XIV, or failure to maintain insurance as required by Sec:on XV.

X. Proprietary or Conﬁden?al Informa?on. Each Party understands and acknowledges that in performing ac:vi:es under this MOU it may obtain access to proprietary or conﬁden:al informa:on owned or controlled by the other Par:es, the disclosure of which to third par:es may be damaging to the other Par:es. Accordingly, the Par:es each agree that any and all such proprietary or conﬁden:al informa:on disclosed by the other Par:es shall be returned to the applicable other Party (if in wri:ng) and held in conﬁdence, except as a Party, on the advice of counsel, may be compelled by judicial or administra:ve process or by other requirements of applicable law to disclose any such informa:on, such Party may disclose such informa:on or documents, only to the extent necessary to comply with applicable law, and, to the extent reasonably prac:cable under applicable law, shall no:fy any aﬀected Party at least fourteen days in advance of disclosing such informa:on. Each Party shall exercise the same standard of care to protect the other Par:es’ proprietary or conﬁden:al informa:on as a reasonably prudent en:ty would use to protect its own proprietary or conﬁden:al data. All conﬁden:ality obliga:ons hereunder shall be subject to applicable law, Including, without limita:on, the California Public Records Act and any local public records laws and regula:ons. Coro shall require each Fellow to sign an agreement declaring they will comply with this Proprietary or Conﬁden:al Informa:on provision.

XI. No Lobbying or Elec?on Ac?vi?es. No part of any funds provided under this MOU (including the monetary grants from SAN FRANCISCO FOUNDATION to Coro or to the Community Lead) may be used: (1) to aaempt to inﬂuence legisla:on, carry on propaganda or otherwise carry out lobbying ac:vi:es within the meaning of Sec:on 4945(e) of the Internal Revenue Code of 1986, as amended, or (2) to inﬂuence the outcome of any elec:on for public oﬃce, or to carry on, directly or indirectly, any voter registra:on drive. Fellows shall not be permiaed while ac:ng in their capacity of Fellow to par:cipate in lobbying ac:vi:es or aaemp:ng to inﬂuence the outcome of any elec:on for public oﬃce, or to carry on, directly or indirectly, any voter registra:on drive, but may par:cipate in such ac:vi:es on their own personal :me and in their own personal capacity, which shall not be connected in any way to their posi:on as a Fellow.

XII. Conﬂict of Interest. Each Party acknowledges that it is familiar with Sec:on 1090 et seq. of the Government Code of the State of California and any locally applicable laws, regula:ons, or policies, and cer:ﬁes that it does not know of any facts which cons:tutes a viola:on of said provisions and agrees that it will immediately no:fy the other if it becomes aware of any such fact during the term of this MOU.

XIII. Nondiscrimina?on. In the performance of its obliga:ons and ac:vi:es under this MOU, the Par:es each agree not to discriminate against any of its employees or applicants for employment, or against any person seeking accommoda:ons, advantages, facili:es, privileges, services, or membership in all business, social, or other establishments or organiza:ons, on the basis of the fact or percep:on of a person’s race, color, creed, religion, na:onal origin, ancestry, age, height, weight, sex, sexual orienta:on, gender iden:ty, domes:c partner status, marital status, disability or Acquired Immune Deﬁciency Syndrome or HIV status, or associa:on with members of such protected classes, or in retalia:on for opposi:on to discrimina:on against such classes.

XIV. Indemniﬁca?on.

A.Subject to the provisions of Sec:on II.B, above, defend and hold harmless the other Party or Par:es, and their respec:ve oﬃcers, employees and agents from and against any and all loss, liability, expense (including reasonable aaorneys’ fees) or claims for injury or other damages (collec:vely “Indemniﬁca?on Claims”) arising out of the indemnifying party’s performance of this MOU, but only in propor:on to and to the extent such Indemniﬁca:on Claims are caused by or result from the negligent or inten:onal acts or omissions of the indemnifying party.

B.In the event of concurrent negligence of two or more of the Par:es, or the Par:es’ respec:ve oﬃcers, employees or agents, the liability for any and all Indemniﬁca:on Claims shall be appor:oned under the California theory of compara:ve negligence as presently established or as may herealer be modiﬁed. Nothing in this MOU shall cons:tute a waiver or limita:on of any rights that the indemnifying party may have under applicable law in the event of concurrent negligence of persons or en::es other than the par:es to this MOU.

C.The Par:es intend and agree to cooperate with each other in the inves:ga:on and disposi:on of third-party liability claims arising out of the performance of this MOU. Such coopera:on may include joint inves:ga:on, defense and disposi:on of claims. The Par:es agree to promptly inform one another whenever an incident report, claim or complaint is ﬁled or when an inves:ga:on is ini:ated concerning any service performed under this MOU. In the event of a conﬂict in interest, each Party may conduct its own inves:ga:on and engage its own counsel.

D.The provisions of this Sec:on XIV shall survive the termina:on or expira:on of this MOU.

XV. Insurance. Coro shall procure and maintain during the full term of the MOU the insurance coverage described in Exhibit A hereto. Coro shall obtain a policy endorsement naming City of Oakland as an addi:onal insured under any general liability or automobile policy or policies.

XVI. Amendment; En?re Agreement. This MOU may be amended only by a wri:ng signed by all three Par:es. No waiver by any Party of any of the provisions of this MOU shall be eﬀec:ve unless in wri:ng and signed by an authorized representa:ve of the aﬀected Party, and only to the extent expressly provided in such wriaen waiver. This MOU, including any aaachments, contains the en:re understanding between the Par:es with respect to the subject maaer of this MOU as of the date hereof, and all prior and contemporaneous wriaen or oral nego:a:ons, discussions, understandings and agreements are merged herein. In the event that any provision or part of this MOU is found to be invalid or unenforceable, only that par:cular provision or part so found, and not the en:re Agreement, will be inopera:ve.

XVII.Assignment. This MOU may not be assigned, subcontracted or delegated by any Party without the prior wriaen approval of the other Par:es.

XVIII.Eﬀec?ve Date and Termina?on. This MOU will be eﬀec:ve from January 22, 2025 - December 31, 2026, but may be terminated by any of the Par:es for any or no reason, with or without cause, with 90 days advance wriaen no:ce. Upon the termina:on of this MOU, all obliga:ons and rights of the Par:es shall cease and be of no further force or eﬀect, provided, however, those rights and obliga:ons that by their nature are intended to survive the termina:on of this MOU shall so survive. In the event of termina:on, the par:es will u:lize good faith eﬀorts to eﬀectuate an orderly wind-down of the Program. Coro will return any funds not expended or commiaed for the purposes of the PBF Policy Funds, or within the Commitment Period, to SAN FRANCISCO FOUNDATION. SAN FRANCISCO FOUNDATION will no:fy Coro if it determines, aler careful considera:on of the informa:on available to it, that the PBF Policy Fund is not being used for the purposes speciﬁed or is not reasonably in the interest of the general public. In addi:on, Coro will return any unexpended funds if Coro loses its exemp:on under Code Sec:on 501(c)(3). Notwithstanding the foregoing: (1) Coro shall have the right to remove the Fellow from placement with City of Oakland as soon as prac:cable aler the termina:on date, (2) SAN FRANCISCO FOUNDATION shall have the right to cease any outstanding grants to the Community Lead and any outstanding ﬁnancial support for access to the Technical Assistance Pool, and (3) subject to Sec:ons VIII and X hereof, the Par:es will have the right to use any and all informa:on and data developed or obtained as a result of this MOU in furtherance of the goals of the Partnership, except where such informa:on or data cons:tute the proprietary or conﬁden:al informa:on of either of the other Par:es.

XIX. Counterparts. This MOU may be executed in any number of counterparts, each of which when so executed and delivered shall be deemed to be an original of this MOU, and all of which taken together shall cons:tute one and the same agreement. Delivery of an executed counterpart of a signature page to this MOU by telecopier, facsimile machine, portable document format (“PDF”), or other electronic means shall be as eﬀec:ve as delivery of a manually executed counterpart of this MOU. The eﬀec:veness of any such documents and signatures shall, subject to applicable laws, have the same force and eﬀect as manually signed originals and shall be binding on the par:es. No party may raise the use of a telecopier, facsimile machine, PDF or other electronic means, or the fact that any signature was transmiaed through the use of a telecopier, facsimile machine, PDF or other electronic means, as a defense to the enforcement of this MOU.

XX. Governing Law; Venue. This MOU and all disputes arising here from, whether in contract or in tort, shall be governed by and construed in accordance with the laws of the State of California. The par:es agree that the exclusive venue for the resolu:on of any dispute rela:ng to the subject maaer of this MOU shall be in the State and Federal Courts of California.
[Signatures on next page.]
IN WITNESS WHEREOF, the Par:es have executed this Agreement through their duly authorized representa:ves eﬀec:ve as of January 22, 2024.

For the City of Oakland on behalf of its Department of Housing and Community Development City Administrator Signature:___________________________________________
Name: Jes:n Johnson
Title: City Administrator
Approved for Form and Legality
Signature:____________________________________________
Name: Jady Leung
Title: Deputy City Aaorney
Coro
By: ____________________________________________
Name: Laney Whitcanack
Title: CEO

THE SAN FRANCISCO FOUNDATION
By:

Name:

Title:

Coro Northern
California Inc.

Refer to the policy for a complete list of all
coverage, endorsements, limits, conditions and
exclusions
Exhibit A
Line of Coverage Policy Term Carrier Policy Number Limits Deductible or Retention
Retroactive
Date
Continuity Date or
Pending & Prior Litigation Date
Directors & Officers Liability 10/1/2024-10/1/2025 LIO Insurance Company LIO1100011840-00 $5,000,000 Annual Aggregate $2,000,000 Each Occurrence $10,000 Full Prior Acts 08/29/20212 Fiduciary Liability 10/1/2024-10/1/2025 LIO Insurance Company LIO1100011840-00 $5,000,000 Annual Aggregate $1,000,000 E Annual Aggregate $0 Full Prior Acts 08/29/20213 Employment Practices
Liability 10/1/2024-10/1/2025 LIO Insurance Company LIO1100011840-00 $5,000,000 Annual Aggregate $2,000,000 Annual Aggregate $10,000 Full Prior Acts 08/29/20214 Crime 10/1/2024-10/1/2025 Underwriter's at Lloyd's,
London UC14332375.24-110
$500,000 Fidelity Blanket Limit
$500,000 Forgery/ Alteration Blnaket Limit
$500,000 Inside/Outside Loss Blanket Limit
$500,000 Computer & Funds Transfers Blanket
Limit $150,000 Cyber Deception
$2,500 Fidelity
$2,500 Forgery/Alternation
$2,500 Inside/Outside Loss
$2,500 Computer/ Funds
Transfer
$10,000 Cyber Deception
General Liability 10/1/2024-10/1/2025 Nonprofits Insurance Alliance of California 2024-05186 $2,000,000 General Aggregate $0 $2,000,000 Products/Completed Operations
Aggregate $0
$1,000,000 Personal & Advertising Injury $0
$1,000,000 Each Occurrence $0
$500,000 Damage to Premises Rented to You $0
$20,000 Medical Expense Limit $0
Employee Benefits Liability 10/1/2024-10/1/2025 Nonprofits Insurance Alliance of California 2024-05186 $2,000,000 Aggregate $0 8/29/2003 $1,000,000 Each Claim
Hired & Non-owned Auto
liability 10/1/2024-10/1/2025 Nonprofits Insurance
Alliance of California 2024-05186 $1,000,000 Combined Single Limit $500 Comp $500 Collision
Social Service Professional
Liability 10/1/2024-10/1/2025 Nonprofits Insurance
Alliance of California 2024-05186 $2,000,000 Aggregate
$1,000,000 Each Event
Improper Sexual Conduct &
Physical Abuse Liability 10/1/2024-10/1/2025 Nonprofits Insurance Alliance of California 2024-05186 $1,000,000 General Aggregate $1,000,000 Each Claim
Liquor Liability 10/1/2024-10/1/2025 Nonprofits Insurance Alliance of California 2024-05186 $1,000,000 General Aggregate $1,000,000 Each Common Cause
Line of Coverage Policy Term Carrier Policy Number Limits Deductible or Retention
Retroactive
Date
Continuity Date or
Pending & Prior Litigation Date
Commercial Property 10/1/2024-10/1/2025 Nonprofits Insurance Alliance of California 2024-05186-PROP $55,000 Business Personal Property $250 Commerical Umbrella 10/1/2024-10/1/2025 Nonprofits Insurance Alliance of California 2024-05186-UMB
*$2,000,000 Each
Occurrence/Accident/Injury/Claim Limits (where
applicable) & Aggregate
*Each Occurrence - Commercial General Liability
and Products-Completed Operations Liability
*Each Accident - Business Auto Liability
*Each Injury - Liquor Liability
*Each Claim - Employee Benefits Liability
$2,000,000 Each Claim & Aggregate - Improper
Sexual Conduct & Physical Abuse Liability
Cyber Liability 10/17/2021-10/1/2022 HSB Specialty Insurance 660576602 $2,000,000 Aggregate Limit of Insurance 10/17/2020 Information Privacy
$2,000,000 Information Privacy Liability $2,500
$2,000,000 Regulatory Liability $2,500
$2,000,000 Event Response and Management $2,500
$2,000,000 PCI-DSS Liability $2,500
Network Security
$2,000,000 Network Security Liability $2,500
$2,000,000 Event Response and Recovery $2,500
Business Interruption
$2,000,000 Direct Business Interruption $2,500
$2,000,000 Contingent Business Interruption $2,500
Cyber Extortion
$2,000,000 Cyber Extortion $2,500
Financial Fraud
$2,000,000 Social Engineering $2,500
Line of Coverage Policy Term Carrier Policy Number Limits Deductible or Retention
Retroactive
Date
Continuity Date or
Pending & Prior Litigation Date
$2,000,000 Computer Fraud $2,500
Media Content
$2,000,000 Media Liability $2,500
$2,000,000 Media Event Response $2,500
Reputational Harm
$2,000,000 Reputational Harm $2,500
System Failure Coverage
$2,000,000 Direct System Failure
$2,000,000 Contingent System Failure
Full Limit Ransomware Sublimit
$25,000 HIPAA/HITECH Betterment Coverage

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

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

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
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The ACORD name and logo are registered marks of ACORD
HIRED

AUTOS ONLY
12/18/2024
Arthur J. Gallagher Risk Management Services, LLC
500 N Brand Boulevard, Suite 100
Glendale CA 91203
Brittani Jackson
818.539.8628
818.539.8728
[email protected]
License#: 0D69293
Nonprofits' Insurance Alliance of CA
10023
CORONOR-01
At-Bay Specialty Insurance Company
19607
Coro Northern California
230 California Street Suite 600
San Francisco CA 94111
1057510186
A
X
1,000,000
X
500,000
20,000
1,000,000
2,000,000
X
Y
Y
2024-05186
10/1/2024
10/1/2025
2,000,000
A
1,000,000
X
X
Y
Y
2024-05186
10/1/2024
10/1/2025
A
X
X
2,000,000
2024-05186-UMB
10/1/2024
10/1/2025
A
A
B
Improper Sexual Conduct Liability
Liquor Liability
Cyber Liability
2024-05186
2024-05186
AB-6605766-05
10/1/2024
10/1/2024
10/1/2024
10/1/2025
10/1/2025
10/1/2025
Each Claim/Aggregate
Each Cause/Aggregate
Aggregate / Reten
$1M/$1M
$1M/$1M
$2M/$2,500
Nonprofits' Insurance Alliance of CA - A.M. Best #: 011845 Policy: Social Service Professional
Policy#: 2024-05186
Carrier: Nonprofits' Insurance Alliance of CA
Policy Term: 10/1/2024 To 10/1/2025
Per Claim: $ 1,000,000 / Aggregate: $2,000,000
See Attached...

City of Oakland
250 Frank H. Ogawa Plaza #5313
Oakland CA 94612

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: FORM TITLE:

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CORONOR-01
1 1
Arthur J. Gallagher Risk Management Services, LLC
Coro Northern California
230 California Street Suite 600
San Francisco CA 94111
25 CERTIFICATE OF LIABILITY INSURANCE
Policy: Directors & Officers
Policy#: LIO1100011840-00
Carrier: Nonprofits' Insurance Alliance of CA
Policy Term: 10/1/2024 To 10/1/2025
Per Claim: $1,000,000 / Aggregate: $1,000,000 / Retention: $5,000 City of Oakland, its officers, employees, agents and contractors and their commissioners, directors, officers, agents, and employees are named additional insured on General liability and Auto Liability with respect to the operations of the named insured. Waiver of Subrogation applies on General liability and Auto Liability in favor of certificate holder. Endorsement to Follow.

Partnership for the Bay’s Future Application, Cohort 3
City of Oakland Application
Basic Information
Name of Local Government: City of Oakland
Name of staff contact person for application: Sasha Hauswald Title: Chief Housing Policy Officer
Government Department: City of Oakland Housing and Community Development Department Email: [email protected]
Phone Number: (510) 813-7572
N
ame of person providing direct supervision to fellow: Hugo Ramirez Title: Deputy Director of Community Development
Government Department: City of Oakland Housing and Community Development Department Email: [email protected]
Phone number: (510)238-3360
Address: 250 Frank Ogawa Plaza, 6th Floor
S
econdary person providing direct supervision to fellow (in the event the primary person is unavailable), if applicable: Chris Norman
Title: Chief of Staff
Government Department: City of Oakland Housing and Community Development Department Email: [email protected]
Phone number: (510) 325 - 9300
Address: 250 Frank Ogawa Plaza, 6th Floor
P
roposal

1. V
ision, policy priorities, and impact: Please describe your vision, policy priorities, and anticipated i
mpact. Share why you have chosen to advance these particular policies and whether they are part of a new or continuing effort. Please include whether and how the proposed policies are related to your local government’s Housing Element.

The City of Oakland is committed to ensuring that all Oakland residents have a safe, healthy, and affordable place to call home.

While the voters of Oakland have been generous to approve $350 million in the Measure U affordable housing bond to build new affordable homes and to acquire/repair existing homes for long-term affordability, limited resources have been available to help tenants and homeowners in Oakland’s legacy housing stock. Oakland’s housing stock is older than most Bay Area cities- over a third of homes were built before 1940, and over half were built before 19601. Combined with the disinvestment of redlining and the trauma of the foreclosure crisis, many of these older homes, over 50% of which are occupied by 1 American Community Survey
Attachment B
renters2, have undiscovered code violations due to deferred maintenance and possible substandard living conditions.

Substandard living conditions are a serious health and safety hazard for Oakland residents. For every 10- point increase on the EPA’s ERMI score for home mold exposure, a child’s risk of asthma increases by 80%3. Unabated vermin can spread diseases, while substandard insulation and ventilation can increase the risk of cardiovascular problems and make residents more vulnerable to extreme heat4. Code violations can also cause loss of human life in the event of a fire or natural disaster.

To tackle these long-standing health and safety issues, Oakland’s Planning & Building Department (PBD) has committed in Housing Element Action 2.1.3 to create a new Proactive Rental Inspection Program (PRIP). While PBD vigorously investigates the code enforcement complaints it receives, the current program is reactive A lack of information about the code enforcement process and landlord intimidation result in tenants silently suffering in substandard or dangerous conditions. By putting every rental unit in Oakland on a rotating calendar of inspections, the PRIP will address deferred maintenance, substandard conditions, and ensure rental units are habitable. This will enable thousands of Oakland residents to live in safe and healthy housing.

The PRIP will also be instrumental in ending one specific and stubborn obstacle to healthy and affordable homes for Oaklanders- the persistence of lead-based paint hazards. An estimated 80,000 rental units in Oakland were built before 1978 and are presumed to contain lead-based hazards. Of these, over 55,000 units were built before 1940 and are particularly at risk due to higher rates of lead compounds in older paint mixes. In addition, per a 2020 UC Berkeley study5, there are an estimated 12,000 unpermitted accessory dwelling units (ADUs) that may also contain lead-based hazards.

Oakland’s Planning and Building Department (PBD) estimated that medical services, special education, disabilities, and lost wages due to lead poisoning cost city residents upwards of $150 million each year.

These costs are not borne equally- over 80% of the census tracts with the highest rates of childhood lead poisoning in Alameda County are primarily Black or Latinx. Lead poisoning in Oakland is not simply a public health emergency- it is equally so an equity emergency.

Refusing to let this health crisis continue unchecked, the City of Oakland’s Housing & Community Development Department (HCD) has long operated a legacy lead paint abatement program. While this program used to remediate dozens of homes every year, the end of Redevelopment emaciated the program budget. With only a tiny stream of Community Development Block Grant funding to fall back on, this program has been unable to remediate more than 20 homes each year. Despite this fall from glory, HCD retained the institutional memory to administer a home rehabilitation program and a deep hunger to seize any opportunity to better protect its residents from lead poisoning.

Thanks to a legal settlement with the lead paint companies that deceived the public about the hazards of their products, a unique $14 million opportunity has finally arrived to jumpstart Oakland’s fight

2 American Community Survey
3 https://www.nih.gov/news-events/nih-research-matters/household-molds-linked-childhood-asthma 4 https://www.rwjf.org/en/insights/our-research/2011/05/housing-and- health.html#:~:text=Substandard%20housing%20such%20as%20water,allergens%20associated%20with%20poor% 20health.
5 https://cao-94612.s3.amazonaws.com/documents/Oakland-ADU-Research-Report-Jan-2020-Rev-June-2020.pdf against child lead poisoning. Oakland has retained the Green & Healthy Homes Initiative (GHHI), one of the most respected experts on lead paint abatement in the United States, to take a comprehensive look at Oakland and Alameda County’s lead paint abatement work, identify gaps, and make recommendations about how the $14 million can most effectively be used on a new Equitable Lead Hazard Abatement Program (ELHAP) to eliminate lead hazards in Oakland.

While the combination of the ELHAP’s resources and the PRIP’s accountability has tremendous potential to improve the lives of Oaklanders, there are critical implementation challenges that the City of Oakland must resolve. While Oakland currently has a tenant protection ordinance that requires landlords to pay tenants relocation when they are displaced by code enforcement action, Oakland’s existing investments in tenant/landlord education, gap financial assistance, and enforcement are inadequate for the expected massive influx of code enforcement cases and referrals by PRIP. Moreover, there are thorny policy issues around who will pay for necessary code-compliant upgrades- not all landlords will be able to afford required upgrades. While the ELHAP could help tenants and property owners with some of the needs arising from the PRIP, carefully coordinating two new large and fast-moving programs will be difficult.

Solving these implementation challenges is where a Fellow from the Partnership for the Bay’s future would be instrumental. Their support will ensure that the potential of this moment is not lost. Some of the specific ways they could contribute are:

1. Pursue any identified legislative changes necessary to implement the PRIP/ELHAP programs, strengthen tenant protections, and mitigate displacement e.g. updating Oakland’s Code Compliance Relocation Ordinance and/or an enabling ordinance for the Proactive Rental Inspection Program;

2. S upport Oakland HCD and PBD in designing and implementing robust, highly- targeted community engagement to reach key demographics;

4. Id
entify long- term funding sources and strategies around the PRIP that could support tenant relocation costs and/or property rehabilitation costs for low-income landlords, including rehabilitation that is beyond the scope of the ELHAP work being evaluated by GHHI.

5. E nsure an effective bridge between the ELHAP and PRIP including equitable implementation, such as via the development of standard operating procedures and process flow diagrams for PRIP to make referrals to ELHAP, criteria for ELHAP to triage referrals from PRIP, and public facing materials about the two programs;

6. Develop ongoing structures for accountability, community oversight, and evaluation that centers on a Results Based Accountability approach.

7. Financial modeling to identify future staffing and resource needs for the Code Compliance Relocation Program and other tenant protection programs to ensure they can respond to the unprecedented influx of clients from PRIP.

By accomplishing the objectives above, the Fellow would ground the technical expertise of the Green & Healthy Homes Initiative with the Oakland-specific context that the new programs must operate. The policy issues ripe for both legislation and deep community leadership include:
• Cost recovery fee or other revenue source for future program • Ensuring measurable outcomes: Registration requirements, reporting data, and evaluation needs
• Tenant right to return
• Code compliance relocation requirements
• Revisions or amendments to the Oakland Housing Maintenance Code • Enforcement actions (e.g., if property owner is delinquent with fee/registration or doesn’t abate code violation, then City would assess daily penalties and place a lien on the property, authorize rent withholding/rent escrow, etc.)
• Anti-retaliation measures to protect tenants

As a two-year opportunity, the Fellow will also be able to help coordinate the first year of implementation for the two programs after the Green & Healthy Homes Initiative finish their scope of work. This will be invaluable as the two programs make the inevitable course corrections that come with new initiatives. The Fellow would also be able to leverage partnerships with their community partner, the Healthy Havenscourt Collaborative [including La Clínica de la Raza, Regional Asthma Management and Prevention (RAMP), Black Cultural Zone, and East Bay Asian Local Development Corporation (EBALDC)] to ensure that the program is responsive to community needs and avoids unintended consequences.

While the combination of the ELHAP and the PRIP show the way towards a future where no Oakland child, regardless of their race, faces the scourge of lead poisoning, this moment of opportunity is equally a moment of peril due to our housing crisis. The City of Oakland, and especially Oakland’s Planning & Building Department, is fully aware that code enforcement without adequate tenant and property owner support to mitigate inspection findings can cause families to become temporarily homeless and may also lead to a permanent loss of housing. With the Fellow’s assistance, the City of Oakland can avoid these pitfalls and ensure that tens of thousands of Oakland households enjoy a healthier future.

2. Focus on equity: Please describe how your proposal will improve racial and economic equity in your jurisdiction.

This proposal will improve racial equity in Oakland by ensuring key tenant protection policies and tools are institutionalized to minimize displacement as the City develops and implements a proactive rental inspection model coupled with its lead hazard abatement program. The proposal will also support the preservation of Oakland’s aging housing stock and ensure affordable housing – both restricted and naturally occurring – remains in good condition and habitable for years to come.

Data collected with the support of the first PBF Policy Fund cohort (the Challenge Grant) for Oakland’s TOPA/COPA campaign found that small multifamily properties (those that have between two and nine units per property) account for 40% of Oakland’s housing stock. These properties are also more likely to be (1) occupied by lower-income tenants and tenants of color, and (2) owned by smaller, “mom and pop” landlords who may lack sufficient capital resources to conduct renovations that may be required

6. 6Tobias, Marybelle. Racial Equity Impact Analysis: Eliminating Lead Paint Hazards in Oakland & Alameda County .

September 2021. Environmental/Justice Solutions.

Currently, the City of Oakland’s code enforcement model is complaint-based, meaning tenants must actively report issues in their units to the City. The habitability complaints the City receives more than likely reflect only a fraction of the true housing issues faced by vulnerable tenants. Low-income tenants who may face other challenges and risks are less likely to report hazardous conditions to avoid rising rents, prevent evictions, and evade retaliation from landlords. Multiple City of Oakland Councilmembers, community leaders, and other partners are calling for a proactive rental inspection model to increase housing quality throughout the city. Shifting to a proactive model could improve housing quality throughout Oakland but would uncover many code violations that require short- or long-term temporary relocation. With the shift to a proactive model, the City expects an increase in demand for services and interventions such as: financial assistance (e.g., rental subsidies for residents and rehabilitation funding for property owners); relocation assistance; housing counseling; and more – particularly from its lower-income residents and residents of color. A proactive model could greatly improve quality of life for Oaklanders – but if not designed and implemented with an equity- and data- backed approach, and with complementary policies to protect tenants, it could unintentionally spur displacement for our most vulnerable residents.

The fellow’s work will be deeply guided by the City of Oakland’s Racial Equity Impact Analysis (REIA)

process, a proven approach to reduce racial disparities with deep community involvement. With access to both Oakland HCD and Department of Race and Equity staff with deep experience conducting REIAs, and with built-in support from the Healthy Havenscourt collaborative, the Fellow will have all the tools necessary to create equity outcomes. The REIA process involves identifying disparities in housing data, engaging with the appropriate community members to create solutions, creating policy and resource action plans and creating equity-centered evaluation. This process has been followed for multiple official City of Oakland initiatives, and the proactive rental inspection work is a prime focus for this analysis.

3. Past efforts: Please describe the most significant affordable housing preservation and/or production policies or work towards these policies that your city/town has passed in the past 2-5 years. If you have not made significant policy progress, please describe your obstacles.

The City of Oakland’s most significant efforts involve a combination of land use reforms, financial investments, process improvements, and policy innovations.

With regards to land use, the City of Oakland has adopted several local policies, and embraced several state-wide policy innovations, to streamline the construction of housing, especially affordable housing.

These land use reforms resulted in the State of California naming Oakland as the first “Prohousing” city in the San Francisco Bay Area. On September 26
th, 2023, the City adopted an “Affordable Housing
Overlay” that permits by-right development of 100% affordable housing, offers at least two extra stories of height, allows unlimited density within the envelope of the building, reduces setbacks, and abolishes parking requirements for these all-affordable projects. This Affordable Housing Overlay applies to every residential and commercial zone in Oakland, with limited geographic exceptions for hard-to-evacuate, very high fire risk areas and historic landmarks. The Affordable Housing Overlay therefore included many affluent neighborhoods above Interstate 580, including the College Avenue, Piedmont Avenue, and Claremont Avenue corridors (see Figure 1, upper left corner of map).

Figure 1: Oakland’s Affordable Housing Overlay, qualifying parcels highlighted in gold

This most recent policy innovation follows years of housing leadership. Affordable housing projects in Oakland are actively encouraged to make use of California’s SB 35 streamlined review process for affordable housing, which also imposes a deadline on the City to review planning applications. Although the new Affordable Housing Overlay will serve to exempt all participating affordable housing projects from state-mandated environmental review, Oakland has successfully streamlined environmental review for both affordable and market-rate housing projects through the use of area specific plans.

Oakland has adopted these neighborhood-level plans near most major transit stations, which enables all major environmental reviews to be conducted on a plan-wide basis up front and thereby avoid the need for lengthy analysis on a project-by-project basis. These neighborhood plans have also provided the opportunity to increase building height limits and reduce parking requirements in a systematic and methodical manner (see Figure 2: Oakland’s area specific plans). As a result of this streamlining, no Oakland affordable housing project has been refused entitlements in at least a decade. These neighborhoods plans and other land use improvements are key factors why Oakland has issued building permits for 18,698 housing units between 2015 and 2022. With the adoption of Oakland’s Downtown Oakland Specific Plan in mid-2024, the ground has been prepared for even more housing production in future years.

Figure 2: Oakland’s Specific and Area Plans

The City and voters of Oakland have made substantial financial investments in affordable housing.

Oakland voters approved Measure U, a $350 million affordable housing bond, in 2022. In line with the Oakland Department of Housing and Community Development strategic plan, this funding will be prioritized to expand the supply of deeply affordable and supportive housing for the homeless. Oakland also levies an affordable housing impact fee on new residential and commercial development to provide an ongoing local source of funding for affordable housing. Figure 3 demonstrates Oakland’s commitment to affordable housing. Figure 4 are the housing projections based on the City’s existing resources in the Housing and Community Development Strategic Action Plan for 2023-2027.

Figure 3: City of Oakland Affordable Housing Investments, 2023-2027

In addition to its work to accelerate the production of new affordable housing, the City of Oakland has made considerable investments in preserving existing housing. The City regularly provides funding to local affordable housing developers and community land trusts to acquire and permanently protect naturally occurring affordable housing via the City’s “Acquisition and Conversion to Affordable Housing” Notice of Funding Availability. The City has identified $23 million to support this program in the current fiscal year. The City has separately provided federally-funded disaster-prevention grants to property owners to help retrofit buildings against earthquake hazards- in 2021-22, over 300 homes were retrofitted with assistance from this program.

The City of Oakland also has a robust tenant protection system that provides rent stabilization and just cause for eviction protections to approximately 90,000 units. The City recently strengthened protections for tenants in these units by requiring owners to participate in a rental registry. Despite being launched in mid-2023, the rental registry has already reached 65% compliance. The City has also passed a “fair chance” ordinance that protects the formerly incarcerated against housing discrimination and a “code relocation” ordinance that requires property owners to compensate tenants if they are forced to move out because of a code violation and the owner is at fault for the violation.

4. Stakeholders and community partnership: Please share your plan to engage your community in the policy process, with a specific emphasis on engaging low-income people and communities of color.

Describe the community group that will serve as your lead partner and, if your application is successful, will receive two years of grant funding from the Policy Fund. Identify the key point person as well as a back-up plan in case of any unexpected transition.

Through the Healthy Havenscourt Collaborative, La Clínica, Regional Asthma Management and Prevention (RAMP), and East Bay Asian Local Development Corporation (EBALC) have partnered to address unhealthy housing conditions in the Havenscourt neighborhood in East Oakland. Together, they launched the Healthy Housing Champions program in 2019 that has trained residents in Havenscourt to engage the community around the intersection of housing and health and to advocate for better tenant protections while minimizing displacement pressures. As part of the Healthy Housing Champions, resident leaders identified common challenges and the need for the city to transition from complaint- based code enforcement to a proactive inspection model. La Clínica, using a Community Action Model to develop the capacity of community residents, leads the coordination, training, and support for the Healthy Housing Champions. RAMP provides expertise and support on housing and health, policy change, and engaging other community organizations in coordinated advocacy. Today, EBALDC and Black Cultural Zone jointly provide backbone support to the Healthy Havenscourt Collaborative, connecting the work of the Healthy Housing Champions to the broader Collaborative. As community partners on this PBF project, La Clínica, RAMP, EBALDC, and Black Cultural Zone will expand the Healthy Housing Champions program to engage residents in East and West Oakland – neighborhoods, like Havenscourt, that are disproportionately impacted by substandard rental housing and other indicators of housing instability, such as severe rent burden, overcrowding, and evictions. We will engage both residents and community-based organizations to ensure community concerns are being addressed in policy development and implementation.

The Healthy Havenscourt Collaborative will be a powerful partner in the capacity they offer – not just by nature of the many organizations represented, but also through the variety of expertise they hold within. La Clínica de la Raza and the Black Cultural Zone bring direct access to impacted residents through their Healthy Housing Champions program who can assist with targeted outreach and education in key West and East Oakland neighborhoods. The PBF Fellow may collaborate with these organizations once protection policies are under development to ensure they meet the needs of residents who may be impacted by rental inspection and the potential resulting temporary relocation.

RAMP will provide research capacity and policy advocacy support, and EBALDC will offer insights from the housing development perspective into what it takes to conduct rehabilitations and what impacts specific renovations may have on a property. The Healthy Havenscourt Collaborative brings broad expertise that will support the PBF Fellow at all stages of their work.

The point person is Brandon Kitagawa of Regional Asthma Management and Prevention (RAMP), supported by Carolyn Johnson (CJ) of the Black Cultural Zone (BCZ).

5. Local government leadership and contribution to success of effort: Please describe what your local government will contribute to ensure the success of this effort. This could include your city/town’s track record of equitable housing policies, particular community context, available resources to advance the proposed policy package, or key team members (like staff or electeds) who will support this work. Please also describe how your team sees engaging community as a strategy and asset to advance your specific policy goals. Identify the key point person as well as a back-up plan in case of any unexpected transition.

Oakland is a renter-majority city with 56% of its population living in rental units. With this, Oakland residents are particularly susceptible to displacement pressures and require a strong suite of protection policies to stabilize the community-at-large. Oakland leaders – including councilmembers, City staff, community advocates, and more – view the shift to a proactive rental inspection model and the implementation of a lead abatement program as a critical path milestone in Oakland’s journey towards strengthening its anti-displacement strategy. As such, this policy proposal will have the support of several high-level officials throughout the city, including:
• Oakland City Administrator Jestin D. Johnson
• Oakland Assistant City Administrator LaTonda Simmons
• Oakland Councilmember Carroll Fife
• Oakland HCD Director Emily Weinstein
• Oakland Planning and Building Department Director Bill Gilchrist • Oakland Director of Race and Equity Darlene Flynn
• Black Cultural Zone Executive Director Carolyn Johnson • Movement Legal Executive Director Leah Simon-Weisberg If awarded, the PBF fellow will be supervised by HCD Deputy Director of Community Development Hugo Ramirez and will be closely supported by both Oakland’s Chief Housing Policy Officer Sasha Hauswald and HCD Chief of Staff and former PBF Fellow Chris Norman. Hugo, Sasha, and Chris are all members of Oakland HCD’s executive leadership team and can step in to support the fellow in the case of a transition.

The PBF fellow will have a primary point-of-contact within the Planning and Building Department, Rodolfo Dueñas, who is leading the technical development of the proactive rental inspection model.

Additionally, HCD preservation staff will be leading the lead hazard abatement work and will include the PBF fellow in the development of ELHAP. This will allow the fellow to stay up-to-date on the details and potential impacts of the ELHAP so they may apply the knowledge to the proactive rental inspection model development. In partnership with HCD Deputy Director Ramirez, the PBF Fellow will convene cross-departmental meetings to review key data, identify potential policy and resource solutions, and track progress on the work plan. The PBF Fellow would begin their fellowship by conducting a racial equity impact analysis (REIA) supported by Oakland’s Department of Race and Equity, a process that is designed to identify policy and resource solutions alongside community members such as the Healthy Havenscourt Collaborative.

In addition to ample interface with and guidance from key City of Oakland leadership, the PBF Fellow will also be expected to complete all key equity-related trainings required of staff. This includes a four- part Advancing Racial Equity Academy (AREA) series, a REIA-specific training, and a Results-Based Accountability (RBA)-specific training conducted by Department of Race and Equity staff. Oakland HCD also has two interdivisional working groups that focus on capacity building, the Race and Equity Team and the Impact and Engagement Team, that the fellow will have the option to join.

As mentioned above, the City of Oakland has retained additional technical expertise for designing lead paint abatement programs by hiring the nationally renowned Green & Healthy Homes Initiative to serve as an ELHAP program design consultant. They have extensive experience advising communities across the country on evidence-based methods to eliminate child lead poisoning. This national perspective will complement the community-based perspective that the PBF fellow will collect and help implement.

III. Approach and Key Milestones Please explain your approach to passing and beginning successful implementation of your policy package, including: 2 pages should be sufficient but there will be no penalty for going over or under this length. There are no formatting requirements. • Key activities and timeline for policy development, passage and implementation, including semi-annual milestones • Key stakeholders for policy development, passage and implementation • Your plans for implementing these policies once they are adopted, including timeline, responsible departments/staff and budget Semi-Annual
Milestone
Action Item Description
January-June 2025
(Q1)
Introduction & Begin
Racial Equity Impact
Analysis (REIA)
• PBF Fellow (Fellow) will be introduced to key Oakland partners, partake in key onboarding activities and trainings, and co-create official work plan. • Fellow will create infrastructure for regular meetings between key partners including Healthy Havenscourt Collaborative, HCD, Planning and Building Dept. (PBD) and Dept. of Race and Equity (DRE).
• Fellow will meet and liaise with the Green & Healthy Home Initiative to explore ELHAP program design options.
• Fellow will complete REIA steps 1, 2, and 3 (creating a racial equity outcome, identifying key racial disparity data, and identifying + engaging key stakeholders) focused on a proactive rental inspection model.
• Deliverable: Infrastructure for ongoing accountability, success metrics, and final goals July-December
2025 (Q2)
Conduct REIA +
Community Outreach +
Incorporate ELHAP
Learnings
• With initial findings from Q1 and learnings from the ELHAP consultant’s work, Fellow will complete REIA steps 3-7 focused on identifying policy and resource solutions, creating an action plan, and creating an evaluation/accountability approach based on the Results-Based Accountability (RBA) framework. Fellow will work with Healthy Havenscourt Collaborative to identify and prioritize policy solutions. • Deliverable: by Dec. 2025: Fellow will have a completed REIA document for proactive rental inspection including a roadmap for policy considerations and adoptions in 2026.

January-June 2026
(Q3)
Protection Policy &
Financial Strategy
Development
• Fellow will work with councilmembers, City staff, and community partners to craft and introduce protection policy and financial sustainability solutions based on the REIA findings to introduced to City Council for consideration. • Fellow will monitor the roll-out of the ELHAP (expected in early 2026) to identify process improvements, produce public facing materials, and troubleshoot challenges.

IV. Letters of Support Please include short letters (no longer than one page) of support for your proposal from the following:

• Community Partner: Regional Asthma Management & Prevention

• Planning & Building Director William Gilchrist

• Councilmember Carroll Fife

• City Administrator Jestin D. Johnson
• Fellow will work with HCD and PBD staff to develop implementation plans alongside Healthy Havenscourt Collaborative to ensure the larger community is aware of upcoming changes
• Deliverable: protection policies passed, financial strategy plan crafted (e.g. how might we support small property owners with low-cost loans for rehabilitation?), beginning of implementation planning.

July-December
2026 (Q4)
Ongoing Sustainability
and Implementation
• Fellow to work with HCD and PBD staff on information and education campaign for the public on the shift to a proactive rental inspection model with a target start date of mid-2026.
• Fellow and PBD staff to develop an equitable geographic targeting plan to determine where to start inspections, informed by data and guidance from the Healthy Havenscourt Collaborative
• Fellow to oversee implementation of Standard Operating Procedures for coordination between the PRIP and the ELHAP programs.
• Fellow to help create post-fellowship communication and accountability structures between government and community partners.
• Deliverable: Sustainability plan, start of implementation, community outreach and education, and final summary of fellowship accomplishments.

Rules & Legislation CommitteeJanuary 16, 2025

Rules & Legislation Committee
January 16, 2025