South Gate City Council
January 27, 2026

SOUTH GATE CITY COUNCIL

REGULAR MEETING AGENDA
Tuesday, January 27, 2026 at
6:30 p.m.

SOUTH GATE COUNCIL CHAMBERS
8650 CALIFORNIA AVE
SOUTH GATE, CA 90280
VIEW MEETING LIVE ONLINE AT:

HTTPS://WWW.YOUTUBE.COM/@SOUTHGATECA90280
City Officials
MAYOR,
Joshua Barron

CITY CLERK,
Yodit Glaze

VICE MAYOR,
Al Rios

CITY TREASURER,
Jose De La Paz

COUNCIL MEMBER,
Maria del Pilar Avalos

CITY MANAGER,
Rob Houston

COUNCIL MEMBER,
Maria Davila

CITY ATTORNEY,
Ra
ú
l F. Salinas

COUNCIL MEMBER,
Gil Hurtado

If you would like to participate in this meeting, you can participate via the following options:

1. VIEW THE MEETING LIVE ONLINE AT:

South Gate, CA - YouTube
Please allow up to 24 hours after the meeting for the archive to be available.

2. PARTICIPATE BEFORE THE MEETING by emailing the City Clerk at:
[email protected] no later than 4:00 p.m. on the day of the meeting. Please write "Public Comment" in the subject line.

3. ATTEND THE MEETING IN PERSON
*The disruption in service of any alternative method does not prelude the City Council or other legislative
body from taking further action and moving forward on the agenda.

Meeting Schedule
The regular meetings of the City Council are held on the second and fourth Tuesday of each month, 1 closed session business will usually commence at 5:30 p.m., when scheduled, and general business session will commence at 6:30 p.m.

Brown Act
Agendas are drafted to accurately state what the legislative body is being asked to consider. The legislative body can take action on "all items" listed on the agenda and be in compliance with the open meeting laws. Under the Brown Act, no action may be taken on a matter unless it is listed on the agenda, or unless certain emergency or special circumstances exist. The governing body may direct staff to investigate and/or schedule certain matters for consideration at a future meeting.

City's Vision Statement
We envision a thriving, safe and inclusive community where everyone has the opportunity to access exceptional services, education and support to be resilient and live full, vibrant lives.

Public Communications
Public Comments on agenda items are limited to three (3) minutes. All comments are to be addressed directly to the Agency Members not to the members of the public.

Emails for public comment received prior to 4:00 pm on the day of the Council Meeting will be summarized by the City Clerk, not read in its entirety. A copy of the email will be provided to the City Council and will also be available at the City Clerk's Office for public review. A copy of each email will be recorded for public record and noted on the official minutes of tonight's meeting.

Call to Order/Roll Call With Invocation & Pledge

CALL TO ORDER:

Joshua Barron, Mayor
INVOCATION:

PLEDGE OF ALLEGIANCE:

ROLL CALL:

Yodit Glaze, City Clerk
Presentation

1. Continued Report from Council Meeting of January 13,2026 on South Gate's Budget Status and the Components Required to be Completed to Design a Utility Users Tax Measure Including Resolutions Declaring a Fiscal Emergency and Calling for a Special Election on June 2, 2026

The City Council will consider receiving and filing a presentation on South Gate's Budget Status and the Components Required to be Completed to Design a Utility Users Tax Measure. (CM)
a. Adopting a Resolution declaring a Fiscal Emergency;
b. Adopting a Resolution calling a Special Election, request that the Los Angeles County Board of Supervisors ("Board of Supervisors") authorize the Los Angeles County 2 Registrar-Recorder / County Clerk ("County Elections Official") to render all services necessary to conduct the Election, allow for Ballot Arguments, and an Impartial Analysis; and
c. Reviewing the draft Ordinance for voter consideration of the Utility Users Tax. d. Presentation from Council Meeting of January 13,2026.

Documents:

ITEM 1.pdf
Public Hearings-None
Comments From The Audience - Non-Agenda Items
During this time, members of the public may address the City Council regarding any items not listed on the agenda and within the subject matter jurisdiction of the City Council and not on this agenda. Comments from the audience will be limited to three (3) minutes per speaker; unless authorized by the Mayor, the time limit may not be extended by utilizing another member's time. There will be no debate or action on items not listed on the agenda unless authorized by law. The collective initial period of time for comments from the audience shall be limited to 45 minutes. Any speaker that did not get a chance to speak during this segment due to the 45-minute limitations will be able to speak at the end of the meeting prior to adjournment.

Note: The City Council desires to provide all members of the public with the opportunity to address the Council. Nevertheless, obscene language, comments intended to disrupt/interfere, other actions which disrupt the progress of the meeting or slanderous comments will not be tolerated and may result in ejection and/or may constitute a violation of South Gate Municipal Code Section1.04.110.

Reports And Comments From City Officials

During this time, members of the City Council will report on matters pertaining to their service on various intergovernmental boards and commissions as a representative of the City pursuant to Assembly Bill 1234. City Council Members will also have an opportunity to comment on matters not on the agenda.

Consent Calendar Items

Agenda Items
2, 3, 4, 5, 6, 7, 8, 9
and
10 are Consent Calendar Items. All items including
Ordinances, Resolutions and Contracts, may be approved by adoption of the Consent Calendar, individually and collectively by one (1) motion. There will be no separate discussion of these items unless Members of the City Council, the public, or staff request that specific items be removed from the Consent Calendar for separate discussion and action. Members of the public are permitted to speak on any item listed but their time period is limited to three (3) minutes in total.
3 Any motion to introduce or adopt an Ordinance on the Consent Calendar shall be: (1) a motion to waive the reading of the Ordinance and introduce the Ordinance or (2) a motion to waive the reading of the Ordinance and adopt the Ordinance, as appropriate.

2. Approve Resolution to Update the Consolidated Salary Schedule by Adding the Cross-Connection Control Specialist Title, Pay Grade, and Pay Range

The City Council will consider: (HR)
a. Adopting a Resolution directing staff to update the Consolidated Salary Schedule by adding the Cross-Connection Control Specialist Title, Pay Grade, and Pay Range.

Documents:

ITEM 2.pdf

3. Approve Amendment No. 2 to Contract No. 2023-125-CC with Z&K Consultants, Inc., to Extend Construction Management and Inspection Services for Circle Park Renovation City Project No. 609-PRK

The City Council will consider: (PW)
a. Approve Amendment No. 2 to Contract No. 2023-125-CC with Z&K Consultants, Inc. to fund additional construction management and inspection services performed for the Circle Park Improvement Project, City Project No. 609-PRK, and to extend the contract term through March 31, 2026, in an amount not to exceed $56,727; and b. Authorizing the Mayor to execute Amendment No. 2 in a form acceptable to the City Attorney.

Documents:

ITEM 3.pdf

4. Approve Amendment No. 1 to Contract No. 2022-116-CC with Avant-Garde, Inc., for as needed administrative services for the CDBG and HOME Programs

The City Council will consider: (CD)
a. Approving Amendment No. 1 to Contract No. 2022-116-CC with Avant-Garde, Inc., for as needed administrative services for the CDBG and HOME Programs (“Agreement”) as follows:
a. A six-month extension from January 1, 2026, through June 30, 2026, to align the contract with the City’s fiscal year, in an amount not to exceed $110,000; and b. A one-year term from July 1, 2026, through June 30, 2027, in an amount not to exceed $221,000.

b. Authorizing the Mayor to execute the Agreement, in a form acceptable to the City 4 Attorney.

Documents:

ITEM 4.pdf

5. Approve Agreement for Professional Services with Southstar Engineering & Consulting, Inc. for On-Call Technical Advisory Support for the LACMTA Southeast Gateway Line Project

The City Council will consider: (PW)
a. Approving a Professional Services Agreement with Southstar Engineering & Consulting, Inc. to provide on-call technical advisory support for the LACTMA Southeast Gateway Line Project, for a not to exceed amount of Forty-Nine Thousand Eight Hundred Sixty Dollars ($49,860);
b. Appropriating $200,000 in LA Metro Regional Measure M Funds to the Southeast Gateway Line Light Rail Project and add it to the Capital Improvement Program; c. Authorizing the City Manager to approve and execute amendments up to a cumulative amount of $50,000; and

d. Authorizing the Mayor to execute the Professional Services Agreement in a form acceptable to the City Attorney.

Documents:

ITEM 5.pdf

6. Approve Professional Services Agreement with Willdan Engineering to Provide as Needed Plan Review and Inspection Services for Public Works Department, Field Operations Division

The City Council will consider: (PW)
a. Approving a Professional Services Agreement with Willdan to provide as-needed plan check and inspection services in the amount of $100,000 annually; and b. Authorizing the Mayor to execute the Agreement in a form acceptable by the City Attorney.

Documents:

ITEM 6.pdf

7. Approve Purchase Orders with Los Angeles County Department of Public Works to Perform Maintenance and Repair on Various City Owned Bridges Under the Bridge Maintenance and Repair, City Project No. 719-ST

5 The City Council will consider: (PW)
a. Approving Purchase Orders for the Los Angeles County Public Works to perform bridge maintenance services on various City owned bridges as a Part of the Bridge Maintenance and Repair, City Project No. 719-ST, for an amount not to exceed $338,480; and
b. Appropriating $200,480 in Proposition C Funds to the Bridge Maintenance and Repair, CIP Project No. 719-ST.

Documents:

ITEM 7.pdf

8. Accept Notice of Completion of the Construction of the 9923 San Luis Avenue Parking Lot Improvements, City Project No. 63-SP

The City Council will consider: (PW)
a. Accepting completion of construction, effective May 26, 2025, of the 9923 San Luis Avenue Parking Lot Improvements, City Project No. 63-SP, constructed by Golden Coast Construction; and
b. Directing the City Clerk to file a Notice of Completion with the Los Angeles County Registrar Recorder’s Office.

Documents:

ITEM 8.pdf

9. Accept Notice of Completion for the Urban Orchard Park Completion Phase, City Project No. 539-PRK

The City Council will consider: (PW)
a. Accepting completion of construction, effective October 16, 2025, of the Urban Orchard Completion Phase, City Project No. 539-PRK, constructed by Los Angeles Engineering, Inc; and
b. Approving Contract Change Order in the amount of $323,789 to fund Measure W; c. Appropriating $1,100,342 from to San Gabriel and Lower Los Angeles Rivers sand Mountain Conservancy Grant to the Urban Orchard Completion Phase, City Project No. 539-PRK;
d. Appropriating $285,000 from the Los Angeles County Regional Park and Open Space District- Measure A Technical Assistance Program Grant to the Urban Orchard Completion Phase, City Project No. 539-PRK; and
e. Directing the City Clerk to file a Notice of Completion with the Los Angeles County Registrar Recorder’s Office.
6 Documents:

ITEM 9.pdf

10. Approve Minutes for the Special and Regular Council Meetings of November 11 & 25, 2025 and December 9, 2025

The City Council will consider: (CLERK)
a. Approving the Special and Regular Meeting minutes of November 11, 2025; b. Approving the Special and Regular Meeting minutes of November 25, 2025; and c. Approving the Special and Regular Meeting minutes of December 9, 2025.

Documents:

ITEM 10.pdf
Reports, Recommendations And Requests

11. Warrant Register for January 27, 2026

The City Council will consider: (ADMIN SVCS)
a. Approving the Warrant Register for January 27, 2026.

Total of Checks: $1,855,194.48 Less: Voids $(0.00) Less: Employee Payroll Deductions $(518,304.13) Grand Total: $2,373,498.61

Cancellations: None
Documents:

ITEM 11.pdf
Adjournment

I, Yodit Glaze, City Clerk, certify that a true and correct copy of the foregoing Meeting Agenda was posted on January 22, 2026, at 4:20 p.m., as required by law.

Yodit Glaze
City Clerk
7 GENERAL NOTICE TO THE PUBLIC
The City Council adopted new rules relating to the conduct of the public meetings, proceedings, and business in the City of South Gate on July 12, 2022, (Resolution 2022-38-CC) and go into effect on August 1, 2022. Resolution #2022-38-CC is available at the City Clerk’s Office.

MEETING SCHEDULE
Regular meetings of the City Council are held on the second and fourth Tuesday of each month, closed session meetings will commence at 5:30 p.m. unless posted otherwise on its agenda. The regular City Council meetings will commence at 6:30 p.m. Agendas are available at the following locations:

City Clerk
Office,
Public Notice Boards at City Hall, and on the
City’s web page at https://www.cityofsouthgate.org
The Public can sign up to receive automatic notices of postings of agendas for the City Council or any other Commission or Board of the City of South Gate. Visit the City webpage and click on the Agenda & Minutes icon. That will take you the page where an individual can enter their email in the “Email Updates” box to register.

PUBLIC COMMENT/PARTICIPATION
Any person may request to address a legislative body during a public meeting. The Presiding Officer will call upon those present in the Council Chambers.

Speakers are limited to three (3) minutes on any item listed on the agenda, including public hearings.

Under Comments from the Audience portion, speakers are also limited to a single three (3) minutes time limit. Comments from the Audience is initially limited to 45 minutes at each meeting. Any speaker still wishing to speak, that did not speak, will have an addition Comments from the Audience opportunity after the last business item is finished. The Presiding Officer may extend the time limit as long as there is no objection from the City Council as a body.

To ensure that the public is able to participate, the City provides the opportunity to submit their comments in person, email, mail. Methods of participation may be subject to change during other such times when a State of Emergency, Health Order or State Executive Order limits in-person participation.

CURFEW
In absence of a motion duly adopted by majority vote of the City Council, the Presiding Officer may adjourn the City Council meetings at 10:30 p.m. The Presiding Officer may ask the City Council if any agenda items listed should be continued or dealt with during the meeting. For those items to be continued, the City Council can direct the item be placed on the next City Council agenda or the current meeting may be adjourned to a time certain at which time the meeting shall be reconvened as an Adjourned Regular Meeting of the City Council and action upon the published agenda continued.

STAFF REPORTS
As a general rule, staff reports. or other written documentation are prepared/organized with respect to each item of business listed on the agenda. Meeting agendas and staff reports are available at least 72- hours prior to the scheduled regular City Council meeting and a minimum of 24-hours prior to a Special City Council meeting. There are times when the City Council receives written material. revised material after the posting of agendas, these materials are become a public record and will be available for public view within 72-hours after the meeting in which they were received. Those materials and any other public document can be inspected in the City Clerk's Office located at 8650 California Avenue, South Gate. 8 SERVICES TO FACILITATE ACCESS TO PUBLIC MEETINGS
In compliance with the American with Disabilities Act, if you need special assistance to participate in the City Council Meetings, please contact the Office of the City Clerk. Notification 48 hours prior to the City Council Meeting will enable the City to make reasonable arrangements to assure accessibility. For further information, please contact the Office of the City Clerk at (323) 563-9510 or via email at [email protected]
.
9 Offi,r.e of the
SOutli Gatp City Clerk Item No. 1
.1AN22 2026
FILED City of South Gate
lC)',OS"c-- CITY COUNCIL
AGENDA BT[LL
DepartmentHead:

Rob Houston Rob Houston
****** ITEM CONTINUED FROM COUNCIL MEETING OF JANUARY 13, 2026. ****** SUBJECT: REPORT ON SOUTH GATE'S BTTDGET ST ATUS AND THE COMPONENTS

REQUIRED TO BE COMPLETED TO DESIGN A UTILITY USERS TAX MEASURE

INCLUDING RESOLUTIONS DECLARING A FISCAL EMERGENCY AND CALLING FOR A SPECIAL ELECTION ON JUNE 2, 2026
PURPOSE: To educate the Community and Council on the current state of the City's budget and the structural deficit that currently exists. A description of potential budget cuts to services will be presented and an outline of how a Utility Users Tax measure is constructed with a sample version will be presented. Resolutions have been prepared for discussion and possible adoption for both the Declaration of a Fiscal Emergency, and to Call a Special Election on Tuesday June 2, 2026 to adopt an Ordinance for a Utility Users Tax measure, subject to voter approval.

RECOMMENDED ACTIONS: The City Council will consider:
a. Adopting a Resolution declaring a Fiscal Emergency; b. Adopting a Resolution calling a Special Election, request that the Los Angeles County Board of Supervisors ("Board of Supervisors") authorize the Los Angeles County Registrar-Recorder / County Clerk ("County Elections Official") to render all services necessary to conduct the Election, allow for Ballot Arguments, and an Impartial Analysis; and
c. Reviewing the draft Ordinance for voter consideration of the Utility Users Tax.

FISCAL IMPACT: Election expenses are expected to be approximately $258,457 and were not included in the current fiscal budget. Election costs will be funded from available General Fund reserves.

NOTICING REQUIREMENTS: None required.

ANALYSIS: The City has been able to sustain a Mgli level of community services and retain quality City staff and services providers by actively pursuing and recovering "one-time" revenues to fill the City's growing structural deficit. During this time, revenues within the City's General 1 10
Fund, sales tax, property tax, and Vehicle License Fees remained static with some growth in property tax, but with limited or no growth in the other General Fund revenue sources. More recently, all Cities are facing a significant downward adjustment to revenue from the current tariff challenges and the downward trend in the economy. South Gate, like most other cities, is being significantly impacted by these trends. The rising costs for energy, materials, supplies and services along with limited growth in revenue have contributed to the City's structural deficit, which is now projected to reach $9,000,000 for the coming fiscal year.

Recap of Adopted Budget
As reported to the City Council on July 22, 2025, the General Fund unassigned balance was projected to be $3,135,356 at July 1, 2025. General Fund revenues are budgeted at $70,943,552, an amount insufficient to sustain current service levels without reliance on one-time measures.

Expenditures are budgeted at $78,157,559 for fiscal year 2025-26, resulting in a structural shortfall of over $7 million.

Due to the exhaustion of prior one-time federal relief funds; legally constrained growth in core revenues under Proposition 13; softening and volatile sales tax receipts; declining interest earnings resulting from reduced fund balances; and substantial, non-discretionary increases in pension contributions, insurance premiums, and inflation-driven operating costs, the City's ongoing expenditures materially exceed its recurring revenues.

As a result, the City is experiencing a structural operating deficit exceeding $7 million in FY 2025- 26, which is being temporarily mitigated through the use of reserves and interfund transfers. These measures are non-recurring and unsustainable. Based on the City's adopted multi-year financial forecast, the General Fund deficit is projected to increase to more than $9 million in FY 2026-27, at which point remaining discretionary reserves will be insufficient to support continued operations at current service levels.

Absent immediate action, the continued depletion of limited General Fund reserves will impair the City's ability to maintain essential public safety, infrastructure, and community services, thereby posing a current and immediate threat to the public health, safety, and welfare. Delay in addressing this condition would result in severe budget cuts that will create significant cuts to current services currently offered by the City. If no additional revenue is fund by the end of the current 25/26 Fiscal Year, a $9,000,000 cut to City services will be required. This cut will impact all general fund services including services provided by the Police, Parks and Recreation, Community Development, and Public Works departments.

City's Actions to Close the Budget Deficit
The City Council and City staff have not stood idly by knowing that a fiscal crisis was coming. To be fiscally responsible, the City has done the following:
* Reorganized and consolidated Departments to create more efficiency. * Increased fees for general services, and increased sewer rates to eliminate the general fund from subsidizing that service.
* Enacted a personnel hiring freeze for non-essential functions and services. * Reviewedstaffsalaryallocationstomaximizetheuseofwaterandspecialfundingsources. * Reviewed City operations for operational and cost efficiencies. 2 11
City staff and City Council continue to review operations and reduce City costs; unfortunately, the scope and size of the General Fund deficit cannot be solved with cost-cutting measures alone.

Potential Revenue Enhancement Measure to Protect and Maintain Vital Services The General Fund deficit is approximately 9.2% of the overall General Fund budget, even with the reductions noted above. To address the $7.21 million structural deficit will require a new revenue source. Without a strong and reliable revenue source, the City will not be able to maintain and improve City services such as police anti-gang and anti-drug programs, neighborhood graffiti abatement programs, after school and park and recreation programs, and senior services.

As proposed, the voters of the City of South Gate will be asked to approve a UUT. The revenue raised would, legally, be required to be used in the City of South Gate and could not be taken away by the County or the state. The revenue collected will be sufficient to eliminate the structural deficit and to maintain and improve vital City services. Without new revenue, the City will be forced to reduce essential community services beginning in the next fiscal year.

Required Council Actions
The City Council is being presented with all the required resolutions for action. The resolution declaring a fiscal emergency will require a unanimous vote of the City Council. The resolution that calls for a special municipal election, approve the ballot question with a directive for the City Attorney to prepare an impartial analysis, and provide support and opposition arguments and rebuttals for the Election ballot requires a 4/5'h super majority vote of the City Council.

The legal deadline to place a ballot measure on the June 2, 2026 election ballot is March 6, 2026.

A decision now helps to ensure that all infori'national materials can be disseminated to the voters in a timely fashion and that there is ample time for the request and collection of absentee ballots.

BACKGROUND:

The City's Current Budget Challenge
The City is facing a structural budget deficit, meaning the ongoing cost of delivering essential, municipal and utility services is higher than the revenue the City receives. This deficit is not a one- time issue; it is ongoing and long-term and will continue to grow unless action is taken. Without new, reliable funding, the City will eventually be unable to maintain current service levels.

Why a Utility Users Tax (UUT)?
A UUT would provide a stable, dedicated general fund revenue source to provide funds to pay for City services. All surrounding south Los Angeles cities have an active Utility Users Tax to provide significant general fund revenue. South Gate has never had a Utility Users Tax to provide revenue for general fund services.

If a UUT measure was passed in South Gate, the budget deficit would be fixed and current service levels would be maintained. This funding would help close the structural gap and ensure the City can maintain police, parks and recreation, community development, and public works services for the community.
3 12
Benefits to Residents
A UUT helps the City avoid significant service reductions in the future. These services include Police 911 response, school crossing guards, parks and recreation facilities and programs, special events, plaru'iing, building and code enforcement services, and public works services. The UUT also supports long-term financial stability and responsible management of community resources.

The Cost of Doing Nothing
Without a new revenue source, the City will need to consider:
* Cutting service levels, including municipal and infrastructure services. The presentation that will be provided outlines the scope of the projected budget cuts to service and the impacts these will have on the corni'nunity.
* Delaying maintenance or upgrades, which can increase long-teri'n costs. * Using emergency reserves, however, the City currently has a minimum amount of reserves that meet industry standards for fiscal health. Drawing down these reserves any further will not be sustainable or fiscally responsible.

Tlie UUT is a proactive measure that allows the City to stabilize its budget, protect essential services, and plan responsibly for the future. The UUT also provides a funding stream to preserve vital City services.

ATTACHMENTS: A. Proposed Resolution declaring a Fiscal Emergency B. Proposed Resolution calling a Special Election on a Proposed Utility Users Tax for June 2, 2026
C. Draft proposed Ordinance
D. Presentation from Council Meeting of January 13, 2026 4 13
Attachment A
Agenda Bill 1/27/26
RESOLUTION NO.

CITY OF SOUTH GATE

LOS ANGELES COUNTY, CALIFORNIA

RESOLUTION OFTHE CITY COUNCIL OF THE CITY OF SOUTH GATE,

CALIFORNIA, DECLARING A FISCAL EMERGENCY
WHEREAS, the City of South Gate ("City"), despite significant improvements in its fiscal accountability, is experiencing an increase in service demands from a growing population-leaving the City, like many other cities in California, with inadequate funding to address essential public safety and service needs;
WHEREAS, the City has implemented a number of cost-saving measures having reduced the number of employees, consolidated departments, and become more efficient in its operations; WHEREAS, the City is in a financial state of emergency, having experienced a structural budget deficit of over $7 million in fiscal year 2025-26, which is being addressed only through the use of non-recurring reserves and one-time measures, and farther projects a continuing and worsening deficit projected to exceed $9 million in 2026-27, such that General Fund reserve levels will be significantly depleted absent corrective action; WHEREAS, without an immediate source of new revenue, the City will be forced to reduce essential services to the community;
WHEREAS, maintaining public safety with a fully funded police department, continuing to provide school crossing guards, maintaining parks and recreation services, senior services, neighborhood graffiti abatement programs, maintaining responsive planning, building, and code enforcement services, and fixing streets and potholes, are essentials for our community; WHEREAS, without the adoption and submission of a Utility Users Tax measure to the voters, the City will be required to implement immediate and significant reductions to existing service levels, including reductions affecting public safety operations, parks and recreation programming, community development services, public works maintenance activities, financial administration, and the school crossing guard program, due to the insufficiency of ongoing General Fund revenues;
WHEREAS, a Utility Users Tax measure will maim it possible for the City to improve its overall cornrnunity services, for example by: hiring additional police officers to reduce emergency response times, fixing City streets to improve traffic flow and reduce congestion, fighting gangs and drugs by expanding neighborhood graffiti removal programs, supporting youth anti-gang and drug prevention programs, and after-school tutoring and mentoring programs; and

14 WHEREAS, pursuant to California Constitution Article XIII C § 2, subd. (b), the City Council hereby unanimously declares the existence of an emergency in that there are imminent financial risks and dangers, as described above, to the public welfare and the City's financial ability to provide essential municipal services without disruption.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH GATE, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

SECTION 1. The City Council does hereby declare that the above recitals are true and correct and incorporated herein by reference, and does hereby determine that pursuant to the requirements of the laws of the State of California, and declares the City is in a state of fiscal emergency necessitating consideration of a general utility users tax at a special election.

SECTION 2. In accordance with the provisions of California Constitution Article XIII C § 2, this Resolution shall only be effective if passed by a unanimous vote of the City Council.

SECTION 3. The City Clerk shall certify to the adoption of this Resolution, which shall be effective upon its adoption.

PASSED, APPROVED, and ADOPTED this 27'h day of January 2026.

CITY OF SOUTH GATE:

By:

Joshua Barron, Mayor
ATTEST:

B)7:

Yodit Glaze, City Clerk
(SEAI,)
Raul F. Salinas, City Attorney

15 Attachment B
Agenda Bill 1/27/26
RESOLUTION NO.

CITY OF SOUTH GATE

LOS ANGELES COUNTY, CALIFORNIA

RESOLUTION OFTHE CITY COUNCIL OFTHE CITY OF SOUTH GATE,

CALIFORNIA, CALLING A SPECIAL ELECTION ON A PROPOSED UTILITY USERS TAX FOR JUNE 2, 2026
WHEREAS, the City Council ofthe City of South Gate ("City") wishes to present autility users tax ordinance ("Ordinance") to City voters;
WHEREAS, the Ordinance would impose a general tax on utility use to be collected by utility suppliers on utilities consumed in the City ("Utility Users Tax"), the revenues from which may fund public safety, street maintenance, parks, or any other lawful purpose of the City; WHEREAS, the City Council wishes to present the Ordinance to the voters in a special municipal election held on June 2, 2026;
WHEREAS, as required by law, the City Council declared a fiscal emergency when it unanimously adopted Resolution No. , thus allowing it to present a general Tax at a special election (California Constitution Article XIII C § 2, subd. (b)); WHEREAS, the City Council requests the services of the Los Angeles County Registrar- Recorder/County Clerk to conduct this election;
WHEREAS, the City, despite significant improvements in its fiscal accountability, is experiencing an increase in service demands from a growing population-leaving the City, like many other cities in California, with inadequate funding to address essential public safety and service needs;
WHEREAS, the City has implemented a number of cost-saving measures, having reduced the number of employees, consolidated departments and become more efficient in its operations; WHEREAS, the City of South Gate is in a Financial State of Emergency, having experienced a structural budget deficit of over $7 million in fiscal year 2025-26, which is being addressed only through the use of non-recurring reserves and one-time measures, and further projects a continuing and worsening deficit projected to exceed $9 million in 2026-27, such that General Fund reserve levels will be significantly depleted absent corrective action; WHEREAS, without an immediate source of new revenue, the City will be forced to reduce essential services to the community;
the City;

16 WHEREAS, maintaining public safety with a fully funded police department, continuing to provide school crossing guards, maintaining parks and recreation services, senior services, neighborhood graffiti abatement programs, maintaining responsive planning, building, and code enforcement services, and fixing streets and potholes, are essentials for our community; WHEREAS, without the adoption and submission of a Utility Users Tax measure to the voters, the City will be required to implement immediate and significant reductions to existing service levels, including reductions affecting public safety operations, parks and recreation programming, community development services, public works maintenance activities, financial administration, and the school crossing guard program, due to the insufficiency of ongoing General Fund revenues;
WHEREAS, a Utility Users Tax measure will make it possible for the City to improve its overall cornrnunity services, for example by: hiring additional police officers to reduce emergency response times, fixing City streets to improve traffic flow and reduce congestion, fighting gangs and drugs by expanding neighborhood graffiti removal programs, supporting youth anti-gang and drug prevention programs, and a'fter-school tutoring and mentoring programs; and WHEREAS, pursuant to California Constitution Article XIII C § 2, subd. (b), the City Council hereby unanimously declares the existence of an emergency in that there are imminent financial risks and dangers, as described above, to the public welfare and the City's financial ability to provide essential municipal services without disruption, such that a special election is necessary to address such risks and dangers before the next regularly scheduled municipal election for members of the City Council on November 3, 2026. Delaying voter consideration until the next regularly scheduled election would require additional reserve depletion and immediate service reductions during FY 2026-27.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH GATE, CALIFORNIA, DOES HEREBY ORDAIN AS FOLLOWS:

SECTION 1. Call of Special Municipal Election. Pursuant to the laws of the State of California applicable to general law cities, the City Council hereby calls and notices a special municipal election to be held on June 2, 2026 (the "Election"), to consider the following measure:
[The remainder of this page purposely left bank.]

17 Measure
"SOUTH GATE FISCAL EMERGENCY STREET

MAINTENANCE, YOUTH PROGRAMS, PARKS FUNDING
PROTECTION MEASURE.ShalLanordinancepreventingcuts
to City of South Gate services incLuding maintaining streets and sidewalks; maintaining school crossing guards, parks / recreation programs, police 911 and support services, and other General Fund uses by establishing a 7oA utility user tax, exempting lowincome seniors, annually providing
approximately $9,000,000 until ended by voters; requiring independent audits, public disclosure of all spending, Local control, to benefit South Gate residents, be adopted?" Yes __
No
The full Ordinance comprising this measure is attached hereto as Exhibit A and is incorporated here by this reference. The Ordinance requires the approval of a simple majority (50% plus one) of those voting on it.

SECTION 2. Request that County Conduct Election. The City Council hereby asks the Los Angeles County Board of Supervisors ("Board of Supervisors") to authorize the Los Angeles County Registrar-Recorder / County Clerk ("County Elections Official") to render all services necessary to conduct the Election. The City Council hereby asks the Board of Supervisors to consolidate the Election with any other election the County Elections Official is to administer on June 2, 2026, and to order the Election to be conducted by the County Elections Official. (Elec.

Code, §§ 10402, 10403.) The City Council acknowledges that the Election will be held and conducted in the manner prescribed in Elections Code section 10418. The ballots to be used in the election shall be in form and content as required by law.

The City Clerk is authorized and directed to work with the County Elections Official and to procure and furnish any and all official ballots, notices, printed matter and all supplies, equipment and paraphernalia as needed to properly and lawfully conduct the Election. In all particulars not recited in this Resolution, the election shall be held and conducted as provided by law for holding municipal elections. The City of South Gate will reimburse Los Angeles County for the actual costs incurred in conducting the Election upon receipt of a bill stating the amount due.

The notice of the time and place of holding the Election is hereby given, and the City Clerk and County Elections Official are authorized to give further notice of the Election as required by law.

SECTION 3. Implementation. The City Clerk is directed to file certified copies of this Resolution with the Board of Supervisors, with a copy to the County Elections Official. (Elec. Code, § 10402.) The City Clerk is further authorized and directed to perform all other acts necessary or required by law to implement this Resolution and related to the Election.

18 SECTION 4. Ballot Arguments.

A. The City Clerk shall set the deadline for submission of arguments in favor of or against the Ordinance and provide notice of that deadline. The City Clerk may do this in coordination with the County Elections Official, as necessary. In all respects, the process to choose these arguments shall accord with Elections Code sections 9280 et seq. and 9600 et seq.

B. The City Council hereby authorizes Councilmembers and to prepare and file the written argument in support of the measure on behalf of the City Council. (Elec.

Code,§ 9282(b).)
C. Further, the City Council hereby adopts the provisions of Elections Code section 9285(a) authorizing rebuttal argument only as to arguments for the Election. This Subdivision 4(C) is repealed, and the provisions of section 9285(a) shall not apply, thereafter.

SECTION 5. Impartial Analysis. The City Clerk is directed to transmit a copy of the Ordinance to the City Attorney, who shall prepare an impartial analysis of the Ordinance in accordance with applicable law. The impartial analysis shall indicate the measure that was placed on the ballot by the City Council.

If the entire text of the Ordinance is not printed in the voter information pamphlet, the following shall be printed immediately below the impartial analysis in no smaller than 10-point type: "The above statement is an impartial analysis of Measure. The full text of Measure can be found online at cityofsouthgate.org. If you desire the measure, please call the City Clerk's office at 323- 563-9510 and a copy will be mailed at no cost to you." SECTION 6. CEQA. The adoption of this Resolution is exempt from the California Environmental Quality Act (CEQA), Public Resources Code section 21000 et seq. and California Code of Regulations, title 14, section 15000 et seq. (CEQA Guidelines). The calling of a municipal election is not a project within the meaning of CEQA Guidelines section 15378. Further, the general tax proposed by this Resolution is a government funding mechanism that does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment, and thus adopting this Resolution is not a project under CEQA Guidelines section 15378(b)(4).

SECTION 7. Severability. If any section, subsection, sentence, clause, phrase or portion of this Resolution or its application to any person or circumstance is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Resolution or its application to other persons and circumstances. The City Council hereby declares that it would have adopted this Resolution and each section, subsection, sentence, clause, phrase or portion thereof irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, or portions be declared invalid or unconstitutional and, to that end, the provisions hereof are hereby declared to be severable.

SECTION 8. Effective Date. The City Clerk shall certify the adoption of this Resolution, which shall be effective upon its adoption, and shall give notice of the measure to be voted on in the manner provided by law.

tO 19
SECTION 9. In accordance with the provisions of California Government Code Section 53724(b), this Resolution shall only be effective if passed by a two-thirds vote (4 or more votes) of the City Council.

SECTION 10. The City Clerk shall certify to the adoption of this Resolution, which shall be effective upon its adoption.

PASSED, APPROVED, and ADOPTED this 27'h day of January 2026.

CITY OF SOUTH GATE:

By:

Joshua Barron, Mayor
ATTEST:

By:

Yodit Glaze, City Clerk
(SEAL)
APPROVED AS TO FORM:

By: oRA'%)
Raul F. Salinas, City Attorney

t\ 20
Attachment C
Agenda Bill 1/27/26
ORDINANCE NO.

CITY OF SOUTH GATE

LOS ANGELES COUNTY, CAI,IFORNIA

ORDINANCE OF THE PEOPLE OF THE CITY OF

SOTJTH GATE ADOPTING A UTILITY USERS TAX
WHEREAS, the City of South Gate ("City"), despite significant improvements in its fiscal accountability, is experiencing an increase in service demands from a growing population - leaving the City, like many others in California, with inadequate funding to address essential public safety and service needs;
WHEREAS, the City has implemented a number of cost-saving measures having reduced the number of employees, consolidated departments, and become more efficient in its operations; WHEREAS, the City is in a Financial State of Emergency, having experienced a structural budget deficit of over $7 million in fiscal year 2025-26, which is being addressed only through the use of non-recurring reserves and one-time measures, and further projects a continuing and worsening deficit projected to exceed $9 million in 2026-27, such that General Fund reserve levels will be significantly depleted absent corrective action; WHEREAS, without an immediate source of new revenue, the City will be forced to reduce essential services to the community;
WHEREAS, maintaining public safety with a fully funded police department, continuing to provide school crossing guards, maintaining parks and recreation services, senior services, neighborhood graffiti abatement programs, maintaining responsive planning, building, and code enforcement services, and fixing streets and potholes, are essentials for our community; WHEREAS, without the adoption and submission of a Utility Users Tax measure to the voters, the City will be required to implement immediate and significant reductions to existing service levels, including reductions affecting public safety operations, parks and recreation programming, community development services, public works maintenance activities, financial administration, and the school crossing guard program, due to the insufficiency of ongoing General Fund revenues;
WHEREAS, a Utility Users Tax measure will make it possible for the City to improve its overall community services, for example by: hiring additional police officers to reduce emergency response times, fixing City streets to improve traffic flow and reduce congestion, fighting gangs and drugs by expanding neighborhood graffiti removal programs, supporting youth anti-gang and drug prevention programs, and after-school tutoring and mentoring programs; and WHEREAS, pursuant to California Constihition Article XIII C § 2, subd. (b), the City Council has unanimously declared the existence of an emergency in that there are imminent financial risks and dangers, as described above, to the public welfare and the City's financial ability to provide essential municipal services without disruption and has called a special municipal election on Page l of 22
l"L 21
Tuesday, June 2, 2026, at which election this Ordinance shall be submitted to the qualified voters of the City of South Gate.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH GATE, CAI,IFORNIA, DOES HEREBY ORDAIN AS FOLLOWS:

SECTION 1. Chapter 2.79 (Utility Users Tax) is hereby added to Title 2 (Licenses - Business Regulations) of the City of South Gate Municipal Code to read as follows:

Section 2.79.010 Definitions
For the purposes of this chapter, the following words and phrases shall have the meanings ascribed to them unless otherwise noted:
"Ancillary telecommunication services" means services that are associated with or incidental to the provision, use or enjoyment of telecommunication services, including, but not limited to, the following services:

1. "Conference bridging service" means an ancillary service that links two or more participants of an audio or video conference call and may include the provision of a telephone number. Conference bridging service does not include the telecommunication services used to reach the conference bridge.

2. "Detailed telecommunication billing service" means an ancillary service of separately stated information pertaining to individual calls on a customer's billing statement.

3. "Directory assistance" means an ancillary service of providing telephone number information, and/or address information.

4. "Vertical service" means an ancillary service that is offered in connection with one or more telecommunication services, which offers advanced calling features that allow customers to identify callers and to manage multiple calls and call connections, including conference bridging services.

5. "Voice mail service" means an ancillary service that enables the customer to store, send or receive recorded messages. Voice mail service does not include any vertical services that the customer may need to use the voice mail service. "Ancillary video services" means services that are associated with, or incidental to, the provision or delivery of video services, including, but not limited to, electronic program guide services, recording services, search functions, or other interactive services or communications that are associated with or incidental to the provision, use or enjoyment of video services. "Billing address" means the mailing address of the service user where the service supplier submits invoices or bills for payment by the customer.
"City" means the institution of the City of South Gate or its territory, as the context requires.

22 "Communication services" means telecommunication services, ancillary telecommunication services, video services and ancillary video services. "Electrical corporation" means as defined in Section 218 of the Public Utilities Code and shall be construed to include any entity engaged in the selling or supplying of electricity to a service user. "Exempt wholesale generator" shall have the same meaning as set forth in 42 U.S.C. Section 16451 and the regulations thereunder.
"Gas" means natural or manufactured gas or any alternate hydrocarbon fuel, which may be substituted therefor.
"Mobile telecommunications service" shall have the same meaning and usage as set forth in 4 U.S.C. Section 124 and the regulations thereunder. "Month" means a calendar month.
"Non-utility service supplier" means:

1. A service supplier, other than a supplier of electric distribution services to all or a significant portion of the city, which generates electricity for sale to others, and shall include, but is not limited to, any publicly owned electric utility, investor-owned utility, cogenerator, distributed generation provider, exempt wholesale generator, municipal utility district, federal power marketing agency, electric rural cooperative, or other supplier or seller of electricity; or

2. An community choice aggregator, electric service provider (ESP), electricity broker, marketer, aggregator, pool operator, or other electricity supplier other than a supplier of electric distribution services to all or a significant portion of the city, which sells or supplies electricity or supplemental services to electricity users within the city; or

3. A gas service supplier, aggregator, marketer or broker, other than a supplier of gas distribution services to all or a significant portion of the city, which sells or supplies gas or supplemental services to gas users within the city. "Paging service" means a telecommunication service that provides transmission of coded radio signals for the purpose of activating specific pagers; such transmissions may include messages and/or sounds.
"Person" means, without limitation, any natural individual, firm, trust, common law trust, estate, partnership of any kind, association, syndicate, club, joint stock company, joint venture, limited liability company, corporation (including foreign, domestic, and non-profit), municipal district, municipal corporation (other than the City of South Gate), cooperative, receiver, trustee, or guardian.
"Place of primary use" means the street address representative of where a customer's use of a service primarily occurs, which must be a customer's residential street address or primary business street address.

t% 23
"Post-paid telecommunication service" means the telecommunication service obtained by making a payment on a communication-by-communication basis either through the use of a credit card or payment mechanism such as a bank card, travel card, credit card, or debit card, or by charge made to a service number which is not associated with the origination or termination of the telecommunication service.
"Prepaid telecommunication service" means the right to access telecommunication services, which must be paid for in advance and which enables the origination of communications using an access number or authorization code, whether manually or electronically dialed, and that is sold in predetermined units or dollars of which the number declines with use in a known amount. "Private telecommunication service" means a telecommunication service that entitles the customer to exclusive or priority use of a communications channel or group of channels between or among termination points, regardless of the manner in which such channel or channels are connected, and includes switching capacity, extension lines, stations, and any other associated services that are provided in connection with the use of such channel or channels. "Service address" means:

1. The location of the service user's place of primary use, such as his or her residential street address or business street address, or

2. The location of the service user's communication equipment from which the communication originates or terminates, regardless of where the communication is billed or paid, or

3. For prepaid telecommunication service, the location associated with the service number. "Service supplier" means any person, including the city, who provides telephone communication, electric, gas, water, refuse, or video services to a user of such services within the city. The term shall include any person required to collect and remit a tax as imposed by this chapter, including its billing agent in the case of electric and gas service suppliers. "Service user" means a person required to pay a tax imposed by this chapter. "State" means the state of California.
"Streamlined Sales and Use Tax Agreement" means the multistate agreement commonly known and referred to as the Streamlined Sales and Use Tax Agreement, as it is amended from time to time.
"Tax administrator" means the City Manager of the City of South Gate, or his or her authorized representative.
"Telecommunication services" means the transmission, conveyance, or routing of voice, data, audio, video, or any other information or signals to a point, or between or among points, whatever the technology used. "Telecommunication services" includes such transmission, conveyance, or

24 routing in which computer processing applications are used to act on the form, code or protocol of the content for purposes of transmission, conveyance or routing without regard to whether such services are referred to as voice over internet protocol (VoIP) services or are classified by the Federal Communications Commission as enhanced or value added, and includes video and / or data services that are functionally integrated with "telecommunication services." "Telecommunication services" include, but are not limited to, the following services, regardless of the manner or basis on which such services are calculated or billed: intrastate, interstate, and international telecommunication services; ancillary telecommunication services; mobile telecommunications service; prepaid telecommunication service; post-paid telecommunication service; private telecommunication service; paging service; 800 service (or any other toll-free numbers designated by the Federal Communications Commission); 900 service (or any other similar numbers designated by the Federal Communications Commission for services whereby subscribers who call in to prerecorded or live service). "Video programming" means those programming services commonly provided to subscribers by a video service supplier including, but not limited to, basic services, premium services, audio services, video games, pay-per-view services, video on demand, origination programming, or any other similar services, regardless of the content of such video programming, or the technology used to deliver such services, and regardless of the manner or basis on which such services are calculated or billed.
"Video services" means video programming and any and all services related to the providing, recording, delivering, use or enjoyment of "video programming" (including origination programming and programming using Internet Protocol, e.g., IP-TV and IP-Video) by a "video service supplier," regardless of the technology used to deliver, store or provide such services, and regardless of the manner or basis on which such services are calculated or billed, and includes ancillary video services, data services, telecommunication services, or interactive communication services that are functionally integrated with video services. "Video service supplier" means any person, company, or service which provides or sells video programming, or provides or sells the capability to receive video programtning, including any communications that are ancillary, necessary or common to the provision, use or enjoyment of the video programming, to or from a business or residential address in the city, including but not limited to or from a business, home, condominium, or apartment, where some fee is paid, whether directly or included in dues or rental charges for that service, whether or not public rights-of-way are used in the delivery of the video programming or communications. A video service supplier includes, but is not limited to: multi-channel video programming distributors (as defined in 47 U.S.C. Section 522(13)); open video systems (OVS) suppliers; suppliers of cable television; master antenna television; satellite master antenna television; multichannel multipoint distribution services (MMDS); video services using internet protocol (e.g., IP-TV and IP-Video, which provide, among other things, broadcasting and video on demand), direct broadcast satellite to the extent federal law permits taxation of its video services, now or in the future; video streaming services, and other suppliers of video services (including two-way communications), whatever their technology.
"VoIP (voice over internet protocol)" means the digital process of making and receiving real-time voice transmissions over any internet protocol network.

25 "800 service" means a "telecommunications service" that allows a caller to dial a number without incurring a charge for the call. The service is typically marketed under the name "800," "855," "866," "877," and "888" toll-free calling, and any subsequent numbers the Federal Communications Commission may designate for such services. "900 service" means an inbound toll "telecommunications service" purchased by a subscriber that allows the subscriber's customers to receive the subscriber's prerecorded announcement or live service. "900 service" does not include the charge for collection services provided by the seller of the "telecommunications services" to the subscriber, or service or product sold by the subscriber to the subscriber's customer. The service is typically marketed under the name "900" service, and any subsequent numbers the Federal Communications Commission may designate for such service.

Section 2.79.020 Communications Users Tax
A. Telecommunication Services

1. There is hereby imposed a tax upon every person using telecommunication services in the city. The tax shall be at the rate of 7 percent of all charges made for such services and shall be collected from the service user by the telecommunication services supplier or its billing agent. There is a rebuttable presumption that telecommunication services, which are billed to a billing or service address in the city, are used, in whole or in part, within the city, and such services are subject to taxation under this chapter. If the billing address of the service user is different from the service address, the service address of the service user shall be used to apply the tax. As used in this section, the term "charges" shall include the value of any other services, credits, property of every kind or nature, or other consideration provided by the service user in exchange for the telecommunication services.

2. As used in this section, charges for "telecommunication services" shall include, but is not limited to charges for: connection, reconnection, termination, movement, or change of telecommunication services; late payment fees; detailed billing; central office and custom calling features (including, but not limited to, call waiting, call forwarding, caller identification and three-way calling); voice mail and other messaging services; directoi'y assistance; access and line charges; universal service charges; regulatory, administrative and other cost-recovery charges; local number portability charges; and text and instant messaging. "Telecommunication services" shall not include digital downloads that are not "ancillary telecommunication services," such as music, ringtones, games, and similar digital products.

B. Video Services

1. There is hereby imposed a tax upon every person using video services in the city provided by a video service supplier. The tax shall be at the rate of 7 percent of the charges made for such video services, and shall be collected from the service user by the video service supplier, or its billing agent.

tl 26

2. As used in this section, "charges" shall include the value of any other services, credits, property of every kind or nature, or other consideration provided by the service user in exchange for video services. Charges for video services shall also include, but are not limited to, charges for the following:
a. Regulatory fees and surcharges, franchise fees and access fees (including those to fund public, educational and government video programing); b. Initial installation of equipment necessary for provision and receipt of video services;
c. Late fees, collection fees, bad debt recoveries, and returned-check fees; d. Activation fees, reactivation fees, and reconnection fees; e. Video programming and video services;
f. Ancillary video services (e.g., electronic program guide services, recording functions, search functions, or other interactive services or communications that are ancillary, necessary or common to the use or enjoyment of video services); g. Equipment leases (e.g., remote, recording or search devices, converters, remote devices);
h. Service calls, service protection plans, name changes, changes of services, and special services;
i. Leasing of channel or other access.

C. Mobile telecommunications service shall be sourced in accordance with the sourcing rules set forth in the Mobile Telecommunications Sourcing Act (4 U.S.C. Section 124). The tax administrator may issue and disseminate to communication service suppliers required to collect a tax collection under this chapter, sourcing rules for the taxation of other communication services, including, but not limited to, post-paid communication services, prepaid communication services, and private communication services, provided that such rules are based upon custom and common practice that further administrative efficiency and minimize multijurisdictional taxation (e.g., Streamlined Sales and Use Tax Agreement).

D. The tax administrator, from time to time, may issue and disseminate to communication service suppliers required to collect a tax under this chapter, an administrative ruling identifying those communication services that are subject to the taxes levied by subsections A and B above. Further, the tax administrator, from time to time, may survey communication service suppliers to identify the components of communication services offered to customers within the city, and the charges therefor. The tax administrator, thereafter, may issue and disseminate to such communication service suppliers an administrative ruling identifying components that (l) are necessary for or common to the receipt, use or enjoyment of taxed communication service; or (2) currently are or

t'b 27
historically have been included in a bundled rate for taxed communication service. Charges for such components shall be subject to the tax imposed by subsections A and B above.

E. To prevent actual multijurisdictional taxation of communication services subject to tax under this section, any service user, upon proof to the tax administrator that the service user has previously paid the same tax in another state or city on such communication services, shall be allowed a credit against the tax imposed to the extent of such tax legally imposed in such other state or city; provided, however, the amount of credit shall not exceed the tax owed to the city under this section.

F. The tax on communication services imposed by this section shall be collected from the service user by the service supplier or its billing agent. In the case of video service, the purchaser of the bulk video service (e.g., an apartment owner) shall be the "service user," unless such service is resold to individual users, in which case the service user shall be the ultimate purchaser. The amount of tax collected in one month shall be remitted to the tax administrator, and must be received by the tax administrator on or before the 25th day of the following month.

Section 7.29.030 Electricity Users Tax
A. There is hereby imposed a tax upon every person using electricity in the city. The tax imposed by this section shall be at the rate of 7 percent of the charges made for such electricity, and for any supplemental services or other associated activities directly related to and/or necessary for the provision of electricity to the service user, which are provided by a service supplier or non-utility service supplier to a service user.

B. As used in this section, "charges" includes charges for all services, components and items that (1) are necessary for or common to the receipt, use, or enjoyment of electric service, or (2) currently are or historically have been included in a single or bundled rate for electric service by a service supplier to retail customers. As used in this section, "charges" shall include the value of any other services, credits, property of every kind or nature, or other consideration provided by a service user in exchange for electricity or services related to the provision of electricity. "Charges" included, but is not limited to, the following:

1. Energy charges;

2. Distribution or transmission charges;

3. Metering charges;

4. Stand-by, reserves, firming, ramping, voltage support, regulation, emergency, or other similar minimum charges for services;

5. Customer charges, late charges, service establishment or reestablishment charges, demand charges, fuel or other cost adjustments, power exchange charges, independent system operator (ISO) charges, stranded investment or competitive transition charges (CTC), public-purpose-program charges, nuclear decommissioning charges, trust transfer amounts (bond financing charges), franchise fees, franchise surcharges, annual

28 and monthly charges, and other charges, fees or surcharges which are necessary for or common to the receipt, use, or enjoyment of electricity service; and

6. Charges, fees, or surcharges for electricity services or programs which are mandated by the California Public Utilities Commission or the Federal Energy Regulatory Commission, whether or not such charges, fees, or surcharges appear on a bundled or line-item basis on a customer's bill.

C. The tax administrator, from time to time, may survey electricity service suppliers to identify the unbundled billing components of electric retail service that they commonly provide to residential and other customers in the city, and the charges therefor, including those items that are mandated by state or federal regulatory agencies as a condition of providing such electricity service. The tax administrator, therea'fter, may issue and disseminate to such electricity service suppliers an administrative ruling identi'fying those components and items which (l) are necessary for or common to the receipt, use or enjoyment of electricity service; or (2) currently are or historically have been included in a single or bundled rate for electricity service by a service supplies to retail customers. Charges for such components and items shall be subject to the tax imposed by subsection A above.

D. As used in this section, "using electricity" shall not include an electrical corporation's or governmental agency's receiving of electricity for resale.

E. The tax on electricity provided by self-production or by a non-utility service supplier not required by this chapter to collect the tax shall be collected and remitted as set forth in Section 7.29.045 of this chapter. All other taxes on charges for electricity imposed by this section shall be collected from the service user by the electric service supplier or its billing agent. The amount of tax collected in one month shall be remitted to the tax administrator, and must be received by the tax administrator on or before the 25th day of the following month.

Section 7.29.040 Gas Users Tax
A. There is hereby imposed a tax upon every person using gas in the city, which is transported and delivered through a pipeline distribution system. The tax imposed by this section shall be at the rate of 7 percent of the charges made for such gas, including all services related to the storage, transportation and delivery of such gas.

B. There shall be excluded from the base to which the tax imposed by this section is applied:

1. Charges made for gas which is to be resold and delivered through mains or pipes;

2. Charges made for gas to be used in the generation of electrical energy by an electrical corporation; and

3. Charges made by a gas public utility for gas used and consumed in the conduct of the gas public utility's business.

"10 29
C. As used in this section, "charges" shall include charges for all services, components and items for gas service that (1) are necessary for or common to the receipt, use, or enjoyment of gas service; or (2) currently are or historically have been included in a single or bundled rate for gas service by a service supplies to retail customers. "Charges" shall include, but is not limited to, the following:

1. The commodity charges for purchased gas, or the cost of gas owned by the service user (including the actual costs attributed to drilling, production, lifting, storage, gathering, trunkline, pipeline, and other operating costs associated with the production, transmission, and delivery of such gas), which is delivered through a gas pipeline distribution system;

2. Gas transportation charges, including interstate charges to the extent not included in commodity charges;

3. Storage charges; provided, however, that a service supplier shall not be required to apply the tax to any charges for gas storage services when the service supplier cannot, as a practical matter, determine the jurisdiction in which such stored gas is ultimately used; but it shall be the obligation of the service user to self-collect the amount of tax not applied to any charge for gas storage by the service supplier and to remit the tax to the appropriate jurisdiction;

4. Capacity or demand charges, late charges, service establishment or reestablishment charges, transition charges, customer charges, minimum charges, annual and monthly charges, and any other charges which are necessary for or common to the receipt, use, or enjoyment of gas service; and,

5. Charges, fees, or surcharges for gas services or programs mandated by the California Public Utilities Commission or the Federal Energy Regulatory Commission, whether or not such charges, fees, or surcharges appear on a bundled or line-item basis on a customer's bill.

D. As used in this section, "charges" shall include the value of any other services, credits, property of every kind or nature, or other consideration provided by a service user in exchange for gas or services related to the delivery of gas.

E. The tax administrator, from time to time, may survey gas service suppliers to identify the unbundled billing components of gas retail service that they commonly provide to residential and other customers in the city, and the charges therefor, including those items that are mandated by state or federal regulatory agencies as a condition of providing such gas service. The tax administrator may issue and disseminate to such gas service suppliers an administrative ruling identifying those components and items which (l) are necessary for or common to the receipt, , or enjoyment of gas service; or (2) currently are or historically have been included in a single or bundled rate for gas service by a gas service supplier to retail customers. Charges for such components and items shall be subject to the tax imposed by subsection A above.

30 F. The tax on gas provided by self-production or by a non-utility service supplier not required to collect a tax by this chapter shall be collected and remitted in the manner set forth in Section 7.29.045 of this chapter. All other taxes imposed on charges for gas by this section shall be collected from the service user by the gas service supplier or its billing agent. The amount of tax collected in one month shall be remitted to the tax administrator, and must be received by the tax administrator, on or before the 25th day of the following month.

Section 7.29.045 Collection of Tax from Service Users Making Direct Purchase of Gas or Electricity
A. Any service user subject to a tax imposed by Section 7.29.030 or by Section 7.29.040 of this chapter, which produces gas or electricity for self-use; which receives gas or electricity, including any related supplemental services, directly from a non-utility service supplier not required to collect a tax imposed by this chapter; or which, for any other reason, does not have the full tax collected and remitted by its service supplier, a non-utility service supplier, or its billing agent on the use of gas or electricity in the city, including any related supplemental services, shall report that fact to the tax administrator and shall remit the tax due directly to the tax administrator within 30 days of such use.

B. The tax administrator may require such a service user to identify its non-utility service supplier and provide, subject to audit: invoices; books of account; or other satisfactory evidence documenting the quantity of gas or electricity used, including any related supplemental services, and the cost or price thereof. If the service user is unable to provide such satisfactory evidence, or if the tax collector concludes in his or her reasonable discretion that the cost to calculate the tax is excessive, the tax administrator may determine the tax by applying the tax rate to the equivalent charges the service user would have incurred if the gas or electricity used, including any related supplemental services, had been provided by the primary supplier of gas or electricity within the city. The tax administrator shall make available rate schedules for this purpose.

Section 7.29.050 Water Users Tax
A. There is hereby imposed a tax upon every person using water in the city which is transported and delivered through a pipeline distribution system. The tax imposed by this section shall be at the rate of 7 percent of the charges made for such water and shall be collected from the service user by the water service supplier or its billing agent.

B. As used in this section, "charges" shall apply to all services, components and items that (l) are necessary for or common to the receipt, use, or enjoyment of water service; or (2) currently are or historically have been included in a single or bundled rate for water service by a service supplier to retail customers. "Charges" shall include, but is not limited to, the following:

1. Water commodity charges (potable and non-potable),

2. Distribution or transmission charges,

3. Metering charges,

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4. Customer charges, late charges, service establishment or reestablishment charges, franchise fees, franchise surcharges, annual and monthly charges, and other charges, fees and surcharges which are necessary for or common to the receipt, use, or enjoyment of water service, and

5. Charges, fees, or surcharges for water services or programs, which are mandated by a water district or a state or federal agency, whether or not such charges, fees, or surcharges appear on a bundled or line-item basis on a customer's bill.

C. As used in this section, "charges" shall include the value of any other services, credits, property of every kind or nature, or other consideration provided by a service user in exchange for water services.

D. The tax administrator, from time to time, may survey water service suppliers to identify the unbundled billing components of water retail service that they commonly provide to residential and other customers in the city, and the charges therefor, including those items that are mandated by a wholesale or retail water supplier or a state or federal agency as a condition of providing such water service. The tax administrator, thereafter, may issue and disseminate to such water service suppliers an administrative ruling identifying those components and items which (1) are necessary for or common to the receipt, use, or enjoyment of water service; or (2) currently are or historically have been included in a single or bundled rate for water service by a service supplier to retail customers. Charges for such components and items shall be subject to the tax imposed by subsection A above.

E. There shall be excluded from the base to which the tax imposed in this section is applied charges for water which is to be resold and delivered through a pipeline distribution system.

F. The tax on water service imposed by this section shall be collected from a service user by the water service supplier or its billing agent. The amount of tax collected in one month shall be remitted to the tax administrator, and must be received by the tax administrator on or before the 25th day of the following month.

Section 7.29.060 Effect of Comingling Taxable Items with Nontaxable Items If any nontaxable charges are combined with and not separately stated from taxable service charges on a customer bill or invoice, the combined charge is subject to tax unless the service supplier identifies, by reasonable and verifiable standards, the portions of the combined charge that are nontaxable and taxable through the service supplier's books and records kept in the regular course of business, and in accordance with generally accepted accounting principles, and not created and maintained for tax purposes. A service supplier has the burden to prove the proper apportionment of taxable and nontaxable charges. If the service supplier offers a combination of taxable and nontaxable services, and the charges are separately stated, then for taxation purposes, the values assigned the taxable and nontaxable services shall be based on its books and records kept in the regular course of business and in accordance with generally accepted accounting principles, and not created and maintained for tax purposes. A service supplier has the burden to prove the proper valuation of the taxable and nontaxable services.

32 Section 7.29.070 Exemptions
A. Nothing in this chapter shall be construed as imposing a tax upon the city, or upon any person or service when imposition of such tax upon that person or service would be in violation of a federal or state statute, the Constitution of the United States or the Constitution of the State of California.

B. The taxes imposed by this chapter, shall not apply to any person who:

1. Is the head of a household,

2. Is 65 years old or older,

3. Receives a needs-tested benefit from the county, state, or federal governments, such as supplemental social security benefits, and

4. Files the application described in subdivision C annually.

C. AnyserviceuserexemptfromataximposedbythischapterpursuanttosubsectionAorB of this section shall apply to the tax administrator for an exemption; provided, however, this requirement shall not apply to a service user that is a state or federal agency or subdivision with a commonly recognized name. Said application shall be made upon a form approved by the tax administrator and shall state those facts, declared under penalty of perjury, which qualify the applicant for an exemption, and shall include the names of all utility service suppliers serving that service user. If deemed exempt by the tax administrator, such service user shall give the tax administrator timely written notice of any change in utility service suppliers so that the tax administrator may notify the new utility service supplier of the service user's tax-exempt status. A service user who fails to comply with this section shall not be entitled to a refund of utility users taxes collected and remitted to the tax administrator as a result of such noncompliance. Upon request of the tax administrator, a service supplier or nonutility service supplier, or its billing agent, shall provide a list of the names and addresses of those customers which, according to its billing records, are deemed exempt from utility users taxes.

D. The decision of the tax administrator may be appealed pursuant to Section 7.29. 170 of this chapter. Application to the tax administrator and appeal to the City Council pursuant to Section 7.29.170 of this chapter are prerequisites to a suit thereon.

Section 7.29.080 Substantial Nexus and Minimum Contacts For purposes of imposing a tax or establishing a duty to collect and remit a tax under this chapter, "substantial nexus" and "minimum contacts" shall be construed broadly in favor of the imposition, collection, and / or remittance of a tax to the fullest extent permitted by state and federal law, and as it may change from time to time by judicial interpretation or by statutory enactment. Any communication service (including VoIP) used by a person with a service address in the city, which service is capable of terminating a call to another person on the general telephone network, shall be subject to a rebuttable presumption that "substantial nexus / minimum contacts" exists for purposes of imposing a tax, or establishing a duty to collect and remit a tax, under this chapter. A

33 service supplier shall be deemed to have sufficient activity in the city for tax collection and remittance purposes if its activities include, but are not limited to, any of the following: maintains or has within the city, directly or through an agent or subsidiary, a place of residence or business of any nature; solicits business in the city by employees, independent contractors, resellers, agents or other representatives; solicits business in the city on a continuous, regular, seasonal or systematic basis by means of advertising broadcast or relayed from a transmitter with the city or distributed from a location with the city; or advertises in newspapers or other periodicals printed and published within the city or through materials distributed in the city by means other than the United States mail; or if there are activities performed in the city on behalf of the service supplier that are significantly associated with the service supplier's ability to establish and maintain a market in the city for the provision of communication services that are subject to a tax under this chapter.

Section 7.29.090 Duty to Collect and Remit
Service suppliers shall collect and remit the taxes imposed by this chapter as follows:

A. The taxes shall be collected insofar as practicable at the same time as, and along with, the charges made in accordance with the regular billing practice of a service supplier. If a service user pays a service supplier less than the full amount of the charge and tax accrued for the billing period, a proportionate share of both the charge and the tax shall be deemed to have been paid. If a service user has notified the service supplier of refusal to pay the tax imposed on said charges, Section 7.29.130 of this chapter shall apply.

B. A service supplier's duty to collect tax from a service user shall commence with the beginning of the first regular billing period applicable to the service user in which all charges normally included in such regular billing are subject to the provisions of this chapter. Where a person receives more than one billing, one or more being for different periods than another, the duty to collect shall arise separately for each billing period.

C. Each person required by this chapter to remit a tax shall file a return with the tax administrator on or before the due date, on forms approved by the tax administrator. The full amount of the tax owed shall be included with the return. The tax administrator is authorized to require such additional information as he or she deems necessary to determine if the tax is being levied, collected, and remitted in accordance with this chapter. Returns are due immediately upon cessation of business for any reason. The tax administrator, and its agents, shall maintain such returns as confidential information.

Section 7.29.100 Collection Penalties - Service Suppliers or Self-Collectors A. Taxes collected from a service user, or self-collected by a service user subject to Section

7.29.045 of this chapter, are delinquent if not received by the tax administrator on or before the due date. Should the due date occur on a weekend or legal holiday, the return must be received by the tax administrator on or before the first regular working day following the weekend or legal holiday. A direct deposit, including electronic fund transfers and other similar methods of electronically exchanging monies between financial accounts, made by a service supplier in satisfaction of its obligations under this subsection shall be considered

34 timely if the transfer is initiated on or before the due date, and the transfer settles into the city's account on or before the following business day.

B. If a service supplier, or a service user subject to Section 7.29.045 of this chapter, fails to remit any tax collected on or before the due date, said person shall pay a penalty for such delinquencies at the rate of 15% of the total tax that is delinquent in the remittance, and shall pay interest at the rate of three-quarters of one (0.75) percent per month, or any fraction thereof, on the amount of the tax, exclusive of penalties, from the date on which the remittance first became delinquent, until paid.

C. The tax administrator shall have the power to impose additional penalties upon persons required to collect and / or remit taxes pursuant to the provisions of this chapter for fraud or gross negligence in collecting, reporting, or remitting tax at the rate of 15% of the tax due.

D. For collection purposes only, every penalty imposed and such interest that is accrued under the provisions of this section shall become a part of the tax required to be paid.

E. Notwithstanding the foregoing, the tax administrator may, in his or her discretion, modify the due dates of this chapter to be consistent with any uniform standards or procedures that are mutually agreed upon by other public agencies imposing a utility users tax, or otherwise legally established, to create a central payment location or mechanism. The tax administrator may also enter into written agreements with a service provider to alter the administrative details of this ordinance as appropriate to facilitate tax collection and remittance without undue expense to the service supplier or the City provided, however that no such agreement may materially alter the amounts due to the City.

Section 7.29.110 Actions to Collect
Any tax required imposed on a service user under this chapter shall be deemed a debt owed by the service user to the city. Any such tax collected from a service user which has not been remitted to the tax administrator shall be deemed a debt owed to the city by the person required to collect and remit and shall no longer be a debt of the service user. Any person owing money to the city under this chapter shall be liable to an action brought in the name of the city for the recovery of such amount, including penalties and interest as provided for in this chapter, along with any collection costs incurred by the city as a result of the person's noncompliance with this chapter, including, but not limited to, reasonable attorney fees.

Section 7.29.120 Deficiency Determination and Assessment A. The tax administrator shall make a deficiency determination if he or she determines that any person required to collect or self-collect taxes pursuant to this chapter has failed to collect and remit the proper amount of tax, including but not limited to, by improperly applying or failing to apply the tax to one or more taxable services or charges.

B, The tax administrator shall mail a notice of such deficiency determination to the person required to pay or remit the tax, which notice shall refer briefly to the amount of the taxes owed, plus interest at the rate of three-quarters of one (0.75) percent per month, or any

35 fraction thereof, on the tax due from the date the city should have received the tax. Within 14 calendar days after service of such notice, the person may make written request to the tax administrator for a hearing. If the person fails to request a hearing within that time, the amount of the deficiency determination shall become a final assessment, and shall immediately be due and owing to the city.

C. If the person requests a hearing, the tax administrator shall cause the matter to be set for hearing not later than 30 days after receipt of the request. The tax administrator shall mail notice of the time and place of the hearing to such person at least 10 calendar days before the hearing, and, the notice may designate records said person must produce at such hearing.

D. At the time fixed for the hearing, the tax administrator or his or her designee shall hear all relevant testimony and evidence, including that of any other interested parties. At the discretion of the tax administrator, the hearing may be continued from time to time to allow presentation of additional evidence. Within a reasonable time following the conclusion of the hearing, the tax administrator or his or her designee shall issue a final assessment confirming, modifying or rejecting the original deficiency determination, and shall mail a copy of such final assessment to the person owing the tax. The decision of the tax administrator may be appealed pursuant to Section 7.29.170 of this chapter. A hearing request to the tax administrator and appeal to the city council pursuant to Section 7.29.170 of this chapter is a prerequisite to a suit thereon.

E. Payment of the final assessment shall become delinquent if not received by the tax administrator on or before the 30th day following service of the notice of final assessment.

The penalty for delinquency shall be 15% on the assessment, along with interest at the rate of three-quarters of one (0.75) percent per month, or any fraction thereof, on the amount of the tax, exclusive of penalties, from the date of delinquency, until paid.

Section 7.29.130 Nonpaying Sewice Users
A. Whenever the tax administrator determines that a service user has deliberately withheld the amount of the tax from amounts remitted to a person required to collect the tax, or whenever the tax administrator deems it in the best interest of the city, he or she may relieve such person of the obligation to collect the taxes due under this chapter from certain named service users for specific billing periods. Whenever the service user has failed to pay the amount of tax owed for a period of two or more billing periods, the service supplier shall be relieved of the obligation to collect taxes due. The service supplier shall provide the city with the names and addresses of such service users and the amounts of taxes owed under the provisions of this chapter.

B. In addition to the tax owed, the service user shall pay a delinquency penalty at the rate of 15% of the tax owed, and shall pay interest at the rate of three-quarters of one (0.75) percent per month, or any fraction thereof, on the amount of the tax, exclusive of penalties, from the due date, until paid.

C. The tax administrator shall notify the non-paying service user that the tax administrator has assumed the responsibility to collect the taxes due for the stated periods and demand

2,1 36
payment of such taxes, including penalties and interest. The notice shall be served on the service user by personal delivery or by deposit of the notice in the United States mail, postage prepaid, addressed to the service user at the address to which the person required to collect the tax addressed bills; or, should the service user have a change of address, to his or her last known address.

D. If the service user fails to remit the tax to the tax administrator within 30 days of service of the notice, the tax administrator may impose an additional penalty of 15% of the tax owed.

Section 7.29.140 Additional Powers and Duties of the Tax Administrator A. The tax administrator shall have the power and duty, and is hereby directed, to enforce each and all of the provisions of this chapter.

B. The tax administrator may adopt administrative rules and regulations not inconsistent with provisions of this chapter to interpret, clarify, carry out and enforce the payment, collection and remittance of the taxes herein imposed. A copy of such administrative rules and regulations shall be available for inspection in the tax administrator's office.

C. To ensure compliance with of this chapter, the tax administrator may audit any person required to col,lect and / or remit a tax pursuant to this chapter. The tax administrator shall notify said person of such an audit in writing. In the absence of fraud or other intentional misconduct, the audit period of review shall not exceed three years next preceding the date of service of notice of audit. Upon completion of the audit, the tax administrator may make a deficiency determination pursuant to Section 7.29.130 of this chapter for all taxes, penalties and interest owed, as evidenced by information provided by such person to the tax administrator. If said person is unable or unwilling to provide sufficient records to enable the tax administrator to verify compliance with this chapter, the tax administrator may make a reasonable estimate of the deficiency. Said reasonable estimate shall be entitled to a rebuttable presumption of correctness.

D. Upon receipt of a written request of a taxpayer or tax collector, and for good cause, the tax administrator may extend the time for any filing required by this chapter for a period of not to exceed 45 days, provided that the time for filing has not already passed when the tax administrator receives the request. No penalty or interest for delinquent payment shall accrue by reason of such extension.

E. The tax administrator shall determine the eligibility of any person who asserts a right to exemption from, or a refund of, the tax imposed by this chapter.

F. The tax administrator may compromise a claim pursuant to this chapter where the portion of the claim proposed to be released is less than $5,000. With the approval of the city council, the tax administrator may compromise larger claims.

G. Notwithstanding any provision in this chapter to the contrary, the tax administrator may waive any penalty or interest imposed upon a person required to collect and / or remit tax for failure to do if the non-collection occurred in good faith and with reasonable diligence.

37 In determining whether the non-collection was in good faith and reasonable diligence, the tax administrator shall consider, but need not be bound by, industiy practice or other precedent.

Section 7.29.150 Records
A. It shall be the duty of every person required to collect and / or remit any tax imposed by this chapter to keep and preserve, for a period of at least three years, all records as may be necessary to determine the tax such person may have been liable to collect and remit, which records the tax administrator shall have the right to inspect at all reasonable times.

B. The tax administrator may issue an administrative subpoena to compel a person to deliver, to the tax administrator, copies of all records deemed necessary by the tax administrator to establish compliance with this chapter, including the delivery of records in a common electronic format on readily available media if the person keeps such records electronically in the ordinary course of business. As an alternative to delivering the subpoenaed records to the tax administrator on or before the due date provided in the administrative subpoena, such person may provide access to such records outside the city on or before the due date, provided that such person shall reimburse the city for all reasonable travel expenses incurred by the city to inspect those records, including travel, lodging, meals, and other similar expenses, but excluding the nornnal salary or hourly wages of those who make the inspection.

C. The tax administrator is authorized to execute a non-disclosure agreement approved by the city attorney to protect the confidentiality of customer information. The tax administrator may request from a person providing transportation or distribution services of gas or electricity to service users within the city, a list of the names, billing and service addresses, quantities of gas or electricity delivered, and other pertinent information, pursuant to Section 6354(e) of the California Public Utilities Code.

D. If a service supplier uses a billing agent or billing aggregator to bill, collect, and/or remit the tax, the service supplier shall:

1. Provide to the tax administrator the name, address and telephone number of each billing agent and billing aggregator currently authorized by the service supplier to bill, collect, and/or remit the tax; and

2. Upon request of the tax administrator, deliver, or effect the delivery of, any information or record in the possession of such billing agent or billing aggregator that, in the opinion of the tax administrator, is necessary to verify the proper application, calculation, collection and/or remittance of such tax.

E. If any person required to keep records under this section unreasonably denies the tax administrator, or the tax administrator's designee, access to such records, or fails to produce the information requested in an administrative subpoena within the time specified, the tax administrator may impose a penalty on such person of $500 for each day following the initial date that the person refuses to provide such access, or following the due date set

'2,-"l 38
forth in an administrative subpoena. This penalty shall be in addition to any other penalty imposed under this chapter.

Section 7.29.160 Refunds
A. Whenever any tax imposed by this chapter has been overpaid, paid more than once, or has been erroneously or illegally collected or received by the tax administrator, it may be refunded as provided in this section.

B. The tax administrator may refund such tax provided that no refund shall be paid unless the claimant or his or her guardian, conservator, executor or administrator submits a written claim, under penalty of perjury, to the tax administrator within one year of the payment or collection. Such claim must clearly establish claimant's right to the refund by written records. Nothing herein shall permit the filing of a refund claim for a class or group of taxpayers. City council approval shall be required for any individual refund in excess of $5,000.

C. The tax administrator, or the city council as claims in excess of $5,000, shall act upon a refund claim within 45 days of its receipt. Said decision shall be final as to the City but subject to judicial review pursuant to Code of Civil Procedure section 1094.5. If the tax administrator or city council fails or refuses to act on a refund claim within the 45-day period, the claim shall be deemed to have been rejected on the 45th day.

D. The filing of a written claim is a prerequisite to any suit thereon. Any action brought against the city pursuant to this section shall be subject to the provisions of Government Code section 940 et seq.

E. Notwithstanding other provisions of this section, whenever a service supplier, pursuant to an order of the California Public Utilities Commission, makes a refund to service users of charges for past utility services, the taxes paid pursuant to this chapter on the amount of such refunded charges shall also be refunded to service users, and the service supplier shall be entitled to a credit for such refunded taxes against tax due upon the next monthly return.

Section 7.29.170 Appeals
A. ExceptastodecisionsrelatingtoarefundpursuanttoSection7.29.l60,thissectionapplies to any deficiency determination, assessment, administrative ruling, or other decision of the tax administrator concerning taxes due under this chapter. Any person aggrieved by such a decision of the tax administrator may appeal pursuant to in this section and must do so as a prerequisite to any suit thereon. Nothing herein shall permit the filing of a claim or action on behalf of a class or group of taxpayers.

B. Such an aggrieved person may appeal that decision to the city council. Such an appeal must be submitted in writing to the city clerk within 14 days of the date of the deficiency determination, assessment, administrative ruling, or other decision at issue.

C. The city council shall fix a time and place for hearing such appeal before itself or a hearing officer. The appellant shall be served with notice of the time and place of the hearing, as

30 39
well as any relevant materials, at least five calendar days before the hearing. The city council or hearing officer may continue the hearing from time to time. At the time of the hearing, the appealing party, the tax administrator, and any other interested person may present such relevant evidence as he or she may have relating to the determination from which the appeal is taken.

D. Based upon the submission of evidence and review of the city's files, the hearing office shall prepare for the city council's consideration, or the city council shall issue a written notice and order upholding, modifying or reversing the determination appealed. The city council's decision is final as to the city but subject to judicial review under Code of Civil Procedure Section 1094.6.

Section 7.29.180 Disposition of Funds
The utility users taxes collected under and pursuant to the provisions of this chapter shall be deposited and paid into the general fund of the city and expended for any lawful purpose of the city as the city council may determine.

Section 7.29.190 No Action to Prevent Collection of Tax No injunction, writ of mandate, or other legal or equitable process shall issue in any suit, action, or proceeding in any court against this city or against any employee or officer of the city to prevent or enjoin the collection under this chapter of any tax or any amount of tax required to be collected and/or remitted.

Section 7.29.200 Remedies Cumulative
All remedies and penalties prescribed by this chapter or which are available under any other provision of law or equity are cumulative. The use of one or more remedies by the city shall not bar the use of any other remedy forthe purpose of enforcing the provisions of this chapter provided only that the city may not collect any liability under this chapter more than once.

Section 7.29.210 Notice of Changes to Ordinance
If a tax under this chapter is added, repealed, increased, reduced, or the tax base is changed, the tax administrator shall provide notice as Public Utilities Code Section 799 requires. Before effective date of the ordinance change, each service supplier shall provide the tax administrator with a copy of any written procedures describing the information the service supplier needs to implement the ordinance change. If the service supplier fails to provide such written instructions, the tax administrator, or his or her agent, shall send, by first class mail, a copy of the ordinance change to all collectors and remitters of the city's utility users taxes according to the latest payment records of the tax administrator.

Section 7.29.220 Future Amendment to Cited Statute Unless specifically provided otherwise, any reference to a state or federal statute in this chapter shall mean such statute as it may be amended from time to time, provided that such reference to a statute herein shall not include any subsequent amendment thereto, or to any subsequent change

3!
40 of interpretation thereof, to the extent that such amendment or change of interpretation would require voter approval under California law or would result in a tax decrease (as, for example, as a result of excluding all or a part of a communication service, or charge therefor, from taxation).

Only to the extent voter approval would otherwise be required or a tax decrease would result, the prior version of the statute (or interpretation) shall remain applicable to construction of this chapter for any application or situation that would not require voter approval or result in a decrease of a tax, provisions of the amended statute (or new interpretation) shall apply to the maximum possible extent.

To the extent that the city's authorization to collect or impose any tax imposed under this chapter is expanded or limited as a result of changes in state or federal law, no amendment or modification of this chapter shall be required to conform the tax to those changes, and the tax shall be imposed and collected to the full extent of the authorization up to the full amount of the tax imposed under this chapter.

SECTION 2. The City Council may amend this Ordinance without a vote of the people provided, however, that voter approval is required for any amendment that would increase a tax within the meaning of Government Code section 53750(h).

SECTION 3. This Ordinance is exempt from the California Environmental Quality Act (Pub.

Resources Code, § 21000 et seq.) ("CEQA"). It can be seen with certainty that there is no possibility that this Ordinance may have a significant effect on the environment. (14 CCR § 15061(b)(3).) Further, this Ordinance simply creates a government funding mechanism, which does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. (14 CCR § 15378(b)(4).) SECTION 4. If any section, subsection, subdivision, sentence, clause, phrase, or portion of this Ordinance or the application thereof is for any reason held to be invalid or unconstitutional by a court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance. The People of the City of South Gate hereby declare that they would have adopted this Ordinance, and each and every section, subsection, subdivision, sentence, clause, or phrase thereof without regard to whether any other portion of the Ordinance may be declared invalid or unconstitutional.

SECTION 5. Pursuant to Elections Code section 9217, this Ordinance shall take effect 10 days after certification of its approval by a majority of the electorate voting at the general election to be held November 3, 2026. Taxes shall be collected and remitted thereafter as provided in Public Utilities Code section 799.

41 SECTION 6. The Mayor shall sign, and the City Clerk shall attest to the passage of, this Ordinance upon certification by the City Council of the results of the election approving it.

We hereby certify that the voters of the City of South Gate did approve this Ordinance by majority vote on June 2, 2026.

PASSED, APPROVED and ADOPTED this day of 2026.

CITY OF SOUTH GATE:

By:

Joshua Barron, Mayor
ATTEST:

B7:

Yodit Glaze, City Clerk
(SEAL)
APPROVED AS TO FORM:

By: Raul FQ!!!:ir'YQ'

33 42
Understanding Our Fiscal Challenge
A Conversation About South Gate's Future
January 13, 2025
E
43 FOR DISCUSSIONTHIS EVENING
a Fiscal Overview
a Preview of Potential Budget Cuts
- UUT Discussion
What Council /S Voting On
- Whether to declare a fiscal emergency
- Whether to place a UUT measure on the June 2026 ballot a Whether to give voters the choice
What Council /S NOT Voting On:
a Whether to impose a tax (only voters can approve) a Which specific cuts to make (if cuts are necessary) 44 WHYAREWE HERE?
The City's Financial Reality
a South Gate faces a structural budget deficit
a Ongoing costs exceed ongoing revenues
a FY 2026-27 projected gap: $8-$9.4 million
a One-time solutions (ARPA, reserves) are nearly exhausted If new revenue is not found to fill this funding gap, then service cuts will need to begin in July of this year for the new budget term.
6S6ffthGate
45 WHAT IS DRIVINGTHE DEFICIT?
- Pension costs %$4.3M a Liability insurance +$3.3M - Health insurance +$2.2M - Street lighting & landscape +$0.9M a a a a a a y a a a s s as ff ff a a Q Q Q
6W
!s
j
T
Ufi
j
f, T
r-
J. pil
'j
a ? 4. z ,Y il j' li fflll
! a Z:oz'Al's
k!jffi
$
P. a
LJ
a UIJri I PJ I4"
a n s ffl s a u s a s s u a Fa a s aa a 14s a a a ii z a $ 4,287,938
$ 2,184,007
$ 3,346,208
$ 942,550
Unfunded Pension Liability $ 6,054,025 $ 10,341,963 Health Insurance $ 3,345,272 $ 5,529,279
WC&GeneralLiabilitylns. $ 1,896,531 $ 5,242,739
StreetLighting&Landscape $ 627,436 $ 1,569,986
TOTAL $ 11923.264 $ 22.683.967 $ 10.760.703
- ' - "- 7 - -7 - -- 7 - - - 7 -7 - - - 7 - - - 7 --l- - -l- - I ChangeinDollars $ 2,731,685 $ 10,760,70:3
Costs we cannot control. We are not alone.
46 SUMMARY OF KEY COST INCREASES
Costs in FY
2019-20
Costs in
FY 2025-26
Difference
from FY 19-20
to FY 25-26
47 WHERE CITY MONEY COMES FROM
South Gate does not control most of the taxes residents pay. These constraints limit the City's ability to solve the deficit with existing tools. o Property tax: City keeps 6.154 per $4
a Most property tax goes to LA County, school districts, and special agenCieS.
- Sales tax: City keeps $2 per $IOO
- Sales tax rate in South Gate:'10. 75% (state + county + local measures) a South Gate keeps = 2.00 percent
This is why most cities rely on multiple revenue sources-property tax alone cannot fund modern city services.
48 asl:>edtu7 lnoql4tn Boa o) A,io6aleallpasnun,, a6iel ou s7 ataql '/o9'0
saaanosaH
uE!Lun% aa6euey\B A)i3 SaaiAJe8 uiupy
49 THE CORE DECISION
- Reduce services to balance the budget, or
a Find a new local revenue source - potentially through a UUT vote Option: Preserving Option: Cutting
Maintain Current Services Significant Reductions to with New Local Revenue Balance Budget
Source
50 THE CORE DECISION
a Reduce servtces to balance the budget, or
- Find a new local revenue source potentially through a UUT vote Option: Cutting
Significant Reductions to
Balance Budget
51 c"i
r

WHAT SERVICE CUTSWOULD MEAN
These Are Not Efficiency Cuts. These Are Service Cuts.

To close a $9 million budget gap without new revenue, the City would permanently eliminate positions, programs, and service capacity across nearly every department. These reductions would be felt daily by residents, businesses, and visitors. o Staffing reductions across City Hall, Public Safety, Parks, and Public Works
a Programs eliminated, not paused
a Response times increase; service availability decreases - Impacts begin July I and continue indefinitely
52 BUDGET CUTTARGET - $9.4 MILLION

DEPARTMENT

BUDGETCUT

TARGETSBYDEPT
City Council $ 61,618
City Clerk $ 112,727
CityTreasurer $ 14,862
CityAttorney $ 299,876
City Manager Office $ 244,590
Human Resources $ 253,130
Administrative Services $ 402,437
Parks & Recreation $ 2,189,883
Police $ 3,415,207
Community Development $ 1,101,991
PublicWorks $ 1,209,124
Non-Departmental $ 94,555
Total General Fund $ 9,400,000
This will result m the layoff of
32 FTE positions
1l PTE positions
53 South Gate Police Department
Overview of Budget Reduction
$3.4 million reduction to annual budget
Reduction in key personnel
Elimination of Community Programs and Events
Reduction in Useful Technology
Reduction in Overtime Budget
a Long-term impacts to public safety and services
Crime will increase
Effects felt across all operations
54 Police Cut Impacts
Eliminate 5 Police Officers and Officer
Overtime Reduction
a Less officers on each shift
- 911 Response time will increase
a Reports will take longer to complete
- Less time to resolve calls
a Critical incidents will take longer
a No longer respond to victimless / nuisance
calls
55 Police Cut Impacts continued
No more Crossing Guard Program
a No one assisting children during school hours
No more Body Worn Camera System
a Expose City to liability, no evidence collection
a Reduced transparency and community trust
No more License Plate Reading System
a No ability to identify dangerous vehicles
a No ability to investigate wanted vehicles
a Reduction in cases solved
CSI and Crime Analyst support cut
Investigations will take longer - sworn officers will need to be taken off patrol to complete this work
Victim Assistance Program cut
o No more support to victims of crime
56 Police Cut Impacts
57 With Less Officers, Less Programs, and
58 CITY MANAGER'S OFFICE
a 20% reduction in support staff
a Elimination of Lobbyist support for Sacramento and Washington Funding Searches a Loss of contribution of $50,000 for South Gate Chamber of Commerce, resulting in loss of Christmas Parade and State of the City Events
a Eliminate food budget for Community Meetings
- Reduced Community Communication Social Media support o Reduce Conference and Training Budget for City Manager and staff - Eliminate Professional Memberships
Total budget cut of $310,592
59 CITY CLERK'S OFFICE
o 33% reduction in support staff
a Elimination of Passport Services
a Reduced staff to review agenda reports and prepare for Council meetings a Reduced staff to handle City Elections
a Reduced staff to respond to Public Record Act Requests - Loss of City Hall Reception staffing
a Changing from summary to action minutes
Total budget cut of $83,400
60 t;

ADMINISTRATIVE SERVICES
$459,285 GF Budget Reduction
Position Cost Reallocations: Shift a portion of 10 positions to Enterprise Funds to better align costs with enterprise-related activities.

Professional Services Reduction: Reduce outside accounting consulting by $50,000, limiting access to specialized expertise for complex transactions, grants, and technical accounting.

Business License Oversight Change: Eliminate the Business License Inspector; compliance shifts to remote monitoring by HdL with code enforcement follow-up, reducing immediate, in- person response.

Accounts Payable Staffing Reduction: Eliminate the Intermediate Account Clerk II, likely increasing processing times for vendor payments and reimbursements. 61 HUMAN RESOURCES
Total Reduction: $290,370
Cancel Citywide Training for Supervisors and Managers:

Reduce Employee Recognition Committee (ERC) events by cutting budget in half:

Reorganize HR Department by eliminating the Risk
Management Division:
o Eliminate Risk Manager position, reclass HR Tech. to HR Analyst, and reclassify Risk Management Office
Specialist to HR Specialist
o Apportion Remaining Positions Salaries to Restricted Funds:
/
Impacts
Reduction in Staff Morale
Reduced staffing to complete the same amount of work.

Slowing response times and effectiveness
%
62 PUBLICWORKS
$1,460,000 Budget Cut
a Eliminate 7 Fulltime seasoned positions: create lower-level positions and merge positions.
- Restructuring the Engineering Division to two (2) Divisions w/ lower-level positions.
o Increase focus on water engineering (Water Resources and Development Division).
o Reduce tree trimming from a 4-Year Cycle to a 5-Year Cycle. o Eliminate budget for Parks maintenance program
enhancements.
63 Public'Works Department Budget Cut
i
ff
a i_ : ': '!k
ffl
q i W xi arff
i i iIIi
a@a.:1
-(f
li '4I * '@-lcl
_P t -jil !&< I I % T i- JiI"'oU
4aa a *liffl *i s a 1si i a i a a ffl *I *i a a sII t tn a a a ia it a l is Cut Graffiti Removal Eliminate service on Fridays ana Vi/eekends; reduce from 4 to two crews; Increase in blight and graffiti throughout the City. Possible increase in crime rates.

Cut Parks Maintenance Reduce maintenance levels; longer repair times; long-term maintenance issues.

Cut Tweedy Mile Decorative Features Remove decorative tree lights. Eliminates maintenance and replacement.

Cut Tree Maintenance Reduction in tree trimming frequency. Increase in claims and resident complaints.

Cut Electrical Maintenance Budget Delay repairs and longer streetlight outage times.

Restructure Engineering Division Delay CIP Projects; Reduce grant applications; Potential for Change Orders.

Other Program Changes Water Resources Division; Eliminate Earth Day; Cut Public Works secretarial and clerical support.
64 COMMUNITY DEVELOPMENT
$1,117,000 Budget
- 40% reduction in Building Division support staff a 50% reduction in Planning Division support staff a 50% reduction in Code Enforcement support staff
o Freeze Clerical Staff
- Reduce Conference and Training Budget for staff a Eliminate Professional Memberships
Cut
65 Community Development Department Budget Cut
i!
2 !l ffiI!'!'!'!-_J;Pa
a
%k
v
ffi
l
Q
.1 ff>< @
t a'i
i !!Ui
l' aha I
T,a.
'1I zI :!l us @aj_l
61 II '
;' -s r
:ks a * r *i ffl *i * a i lia J a Iii a sI *i g* a s ii a a a a t I a ii a * ii t 40% Reduction in Building Division Reducea support to answer calis, emails and counter inquiries support staff resulting in increased wait times and response times. Increases inspection timeframe from next day to 3-4 days
50% Reduction in Planning Division Reduced support to answer calls, emails and counter inquiries suppor Staff resulting in increased wait times and response times. Permit and development project timeframes would increase.
50% Reduction in Code Enforcement Reduced support to answer calls, emails and counter inquiries Division support staff resulting in increased wait times and response times. Complaint response and inspections would change from same or next day to 7- 10 days.

Freeze Clerical Staff Reduces department efficiencies and results in increased wait times.

Cut Memberships Reduces City presence in professional circles, business attraction opportunities and future revenue generation
Cut Training Reduce training for Planning and Code Enforcement. This will reduce learning opportunities about best practices and organizational process improvements.
f
66 Community Development Department Impacts
Examples of how these cuts will impact important processes Economic Development
a New Business response impact
o Existing Business support impact
Homeowner Projects
o Impact to slow response / review of home projects (examples -ADU, remodeling, etc.)
Code Enforcement
a Reduced response to complaints
Future Community Improvement Planning
o Inability to have the resources to develop new ideas to improve the City such as;
o Economic Enhancement Specific Plans around Transit Stations, Tweedy, major corridors
aa No resources to clean up code, investigate new processes a Etc.
67 PARKS AND RECREATION
$15,609,777 budget
for FY 25/26
$2.3 million reduction
to FY 26/27
$ € million or 6.4%
reduction in support staff
$1.3 million or 8.3%
reduction in services,
programs, events
66"','3
68 Budget Reduction Impacts
Summer 2026: July Sept
Last 4'h of July Carnival & Firework Show
Loss of all JAA tournaments, travel baseball and
softball teams
Loss of JAA summer season basketball
Golf course will be closed on Monday & Tuesday all year round
The entire Cultural Arts Division will be eliminated, including programs, events, classes and the museum 69 Budget Reduction Impacts
Fall 2026: Oct. - Dec.

Pool closed for 6 months October-April
Parks goes dark from October - February - no lights for outdoor basketball, tennis, pickle ball, and baseball & softball fields Reduction of field maintenance and renovations
Elimination of City-Wide Special Events
a SG Children's Christmas Lane Parade
a Winter Wonderland
- Santa Breakfast
Park operation will not be open for the Holidays
Winter class registration is limited due to closure and staff 70 Budget Reduction Impacts
Winter 2027: Jan. - March
Azalea Festival eliminated
a Carnival
a CarShow
o Miss South Gate Pageant
Spring registration begins with limited classes offered No AYSO winter tournament teams or spring select
71 Budget Reduction Impacts
Spring 2026: April - June
Pool would open with limited classes and swim lessons due to limited staffing Summer free play for High school eliminated
Fewer Park Rangers and elimination of executive management company that patrols the parks 72 Yeari Round Reduction Impacts I
Starting in July 2026 due to a reduction
in staff support and supplies
Restrooms would be cleaned and stocked once a
day instead of 2-3 times per day
Grounds crew would only be able to mow and blow
the parks
Picnic shelters would be cleaned one time in the
morning
Trash pick up will take longer to clean up with the reduction of staff
73 Budget ReductionYear Round Impacts
Elimination of Feeaivers
U/giiipiib
9 !!!!! 5
F LO5
74 PARKS AND RECREATION
Decreased Quality of life with the
elimination of programs and activities
Detriment to the health and wellness of the
youth, adults and seniors
Increase in mischievous behavior and crimes with
limited programing available for kids
J
l' - =a
75 THE CORE DECISION
- Reduce services to balance the budget, or
a Find a new local revenue source - potentially through a UUT vote Option: Preserving
Maintain Current Services
with New Local Revenue
Source
76 WHAT IS A UTILITY USERSTAX?
o UUT is a small local tax on utilities like electricity, gas, water, sewer, and telecom (cable/cell and landline phones). - It is approved by local voters and collected monthly on utility bills.
- 163 agencies in California have a UUT
a Revenue stays in the city and funds core services: safety, streets, parks.
77 WHAT UTILITIESWOULD BETAXED?
Utilities Included in the Proposed Ordinance
Under the draft ordinance, the 7% Utility Users Tax would apply to:
a Electricity
a Natural Gas
Water
a Telecommunications
- Phone service (including mobile / wireless)
a Voice-over-Internet (VolP)
Video Services
a Cable / Satellite
a Streaming / IP-based video services (to the extent permitted by law)
G)S6ffth Gate
How It Is Applied
- Based on actual usage
a Collected by utility providers on
monthly bills
- Remitted to the City
78 0

UUT REVENUE OF OTHER CITIES
South Gate
Popu ation 92,955
$4.7 Million
Bell
Populationa 33,315
$3.7 Million
Bellflower
Population: 76,656
$4.8 Million
Paramount
Population: 52,37'l
$IO Million
: Carson
Population: 91,812
$4.7 Million
Norwalk
Population: 101,075
$5.4 Million
Lynwood
Population: 66,660
$6.7 Million
Gardena
Population: 60,263
$4.2 Million
Pico Rivera
Population: 60,858
$8 Million
Downey
Popu ation 11l 871
$6 4 Million
Huntmgton Park
Popu at on 53 051
$8 6 Million
Whittier
Popu at on 87 850
79 v-

COMPARING UUT -APPLESTO APPLES
UUT Revenue Per 100,000 Residents
This normalizes for city size so we can compare fairly:

Downey $8 M II on $71 M on
$8.1 MillionLynwood $5.4 Million
Bel $4 7 M I on $141 M on
Result
a Per capita, South Gate has among
the lowest local revenues in the
region
a We provide similar services with
fewer local dollars.
$9.2 Million
Huntington $6.4 Million
Park
$12.1 Million
Norwalk $4.7 Million $4.6 Million
South Gate
Paramount $4.8 Million
Average: $9.2 million
per I 00K residents
South Gate: $0 per 100K
residents
12 of our closest neighbors have a UUT. South Gate is the exception, not the rule. 80 DRAFT PROPOSED BALLOT LANGUAGEA
Final wording subject to approval
- "SOUTH GATE FISCAL EMERGENCY STREET MAINTENANCE, YOUTH PROGRAMS, PARKS FUNDING PROTECTION MEASURE. Shall an ordinance preventing cuts to City of South Gate services including maintaining streets and sidewalks; maintaining school crossing guards, after school programs, parks / recreation programs, 911 services, and other General Fund uses by establishing a 7% utility user tax, exempting low income seniors, annually providing approximately $9,000,000 until ended by voters; requiring independent audits, public disclosure of all spending, and local control, to benefit South Gate residents, be adopted?" 6S6ffthGate
81 VOTERAPPROVAL REQUIREMENT
Presented for transparency and Council understanding.

WhatApproval /s Required What This Means
a This measure is a general tax a City Council cannot adopt the tax on o Approval threshold is a simple ='S OWn
majority a The tax only takes effect if approved
a 50% + j of voters voting on the by VO1erS
measure a If approved, the ordinance becomes
NO supermatonty/asrequtreo effeci'*ve per EleC!'FANS COde (,l(ldB(- (,3H(@(-(1;B IBIH (Source: California ConstitutionArticleX11l C; Elections Code §9217)
6s6ffthcate
82 CONSISTENCYWITH NEIGHBORING CITIES
How This Compares Regionally
Most neighboring cities already impose a Utility Users Tax South Gate is currently an outlier with no UUT
The proposed structure aligns with:

Common utility categories
Standard collection methods
The broader the base, the lower the
rate needed to meet service needs
Regional practice
Fairness
Administrative simplicity
Important Trade-Off to Understand
Each exemption or exclusion reduces revenue
Lower revenue would require:

Staff recommends a broad base
and lower rate (7%) over a narrow
base and higher rate, consistent
with regional practice.

A higher tax rate, or
Additional service reductions
Q)S6ffthGate
83 WHAT HAPPENS NEXT
If Council Votes to Put UUT Measure on June Ballot - Draft ballot materials finalized (January-February) - Community education period (March-May)
a Community makes decision between UUT or cuts (June 3, 2026) a FY 2026-27 budget includes voter decision (July I ) If No Action
o Budget cuts implemented July 1, 2026
- Council makes decision to make budget cuts
84 COMMUNITY INPUT
- Attend City Council meetings
@ Submit written comments
o Stay informed
- If placed on the ballot, voters decide
85 THE BOTTOM LINE
@ The City faces an unavoidable decision
a The question is how to balance the budget
Council is deciding whether voters should be asked to decide.
86 CLOSING
What Council /S Voting On
a Whether to declare a fiscal emergency
- Whether to place a UUT measure on the June 2026 ballot - Whether to give voters the choice
What Council /S NOT Voting On:
- Whether to impose a tax (only voters can approve) o Which specific cuts to make (if cuts are necessary) 87 Item No. 2
iAN ? '! 2(i21r.

FJLED City of South Gate

CITY COUNCIL
AGENDA BJ[LL
For the Regular Meeting of: January 27, 2026
Originating Department: Human Resources
Human Resources Director: Ciffl Manager:
amilton Rob Houston
SUBJECT: RESOLUTION TO APPROVE THE UPDATE OF THE CONSOLIDATED

SALARY SCHEDULE BY ADDING THE CROSS-CONNECTION CONTROL

SPECIALIST TITLE, PAY GRADE, AND PAY RANGE
PURPOSE: To approve the update of the consolidated salary schedule by adding the Cross- Coru'iection Control Specialist Title, Pay Grade, and Pay Range.

RECOMMENDED ACTION: The City Council will consider adopting a Resolution to: Direct staff to update the Consolidated Salary Schedule by adding the Cross-Connection Control Specialist Title, Pay Grade, and Pay Range.

FISCAL IMPACT: There is no fiscal impact for this position as it is funded in the FY 2025-26 adopted budget.

ANALYSIS: None.

BACKGRO{JND: TheCitymust,fromtimetotime,add,remove,reclassify,orotherwiseadjust job classifications, job specifications and/or compensation in the Salary Resolution and Position Classification Plan to satisfy the changing needs and demands of the City's workforce. In response to these changing needs and demands, job classification specifications must be amended to more closely match the tasks which need to be performed by employees in the City's various departments.

In order to comply with the state-mandated Cross-Connection Control Program (CCCPH) requirements essential to protecting public health, the City is required to add a dedicated Cross- Connection Specialist to the Water Division. State regulations require community water systems to actively prevent contamination of the potable water supply caused by actual or potential cross- connections. A trained specialist provides the expertise and oversight necessary to meet these obligations effectively and consistently.

The Cross-Connection Control Specialist will be responsible for developing and maintaining the City's Cross-Connection Control Plan (CCCP), conducting system-wide risk evaluations to identifypotential contamination hazards, and ensuring that proper backflow prevention assemblies 1 88
are installed, tested, and certified in accordance with applicable standards. In addition, the Cross- Connection Control Specialist will manage critical recordkeeping and documentation required for regulatory compliance, audits, and reporting.

The Cross-Connection Control Specialist will be paid from $6,570/month to $7,986/month. The Human Resources Department conducted a salary analysis in comparing this position to other comparable cities. As a result of this analysis, the recornrnended salary range falls within the fair market value. It should also be noted that the funding for this position comes exclusively from the City's restricted water enterprise :[und and there are no general funds used.

By establishing this position, the City of South Gate strengthens its ability to safeguard drinking water quality, reduce liability, and maintain regulatory compliance, while demonstrating a proactive commitment to public health, water system integrity, and long-term operational reliability.

The recommended pay table for this position shall be:

A B C D E
Cross-Connection Control Specialist 6570 6899 7244 7606 7986 ATTACHMENT: A. Proposed Resolution
2 89
Attachment A
Agenda Bill 1/27/26
RESOLUTION NO.

CITY OF SOUTH GATE

LOS ANGELES COUNTY, CALIFORNIA

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SOUTH

GATE, CALIFORNIA, APPROVING THE UPDATE OF THE

CONSOLIDATED SALARY SCHEDULE BY ADDING THE CROSS-

CONNECTION CONTROL SPECIALIST TITLE, PAY GRADE, AND PAY RANGE.

WHEREAS, the City must, from time to time, add or otherwise adjust job classifications, job specifications and/or compensation in the Salary Resolution and Position Classification Plan in order to satisfy the changing needs and demands of the workforce and to more closely match the tasks which need to be performed by employees in the City's various departments; and
WHEREAS, the City desires to direct staff to update the consolidated salary schedule to add the position, pay grade, and salary for the position of Cross-Coru'iection Control Specialist.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH GATE, CALIFORNIA, DOES HEREBY RESOLVE AS FOLLOWS:

SECTION 1. The City Council does hereby declare that the above recitals are true and correct and incorporated herein by reference.

SECTION 2. The City Council hereby approves and directs staff to update the consolidated salary schedule to add the position and salary for the position of Cross-Connection Control Specialist as follows
A B c D E
Cross-Connection Control Specialist 6570 6899 7244 7606 7986 SECTION 3. The City Council hereby approves and directs staff to assign the appropriate pay grade to this position pursuant to the City's accepted administrative rules. [The remainder of this page left intentionally blank] Page I of 2
90 SECTION 4. The City Clerk shall certify to the adoption of this Resolution which shall be effective upon its adoption.

PASSED, APPROVED and ADOPTED this 27'h day of January 2026.

CITY OF SOUTH GATE:

BY:

Joshua Barron, Mayor
ATTEST:

By:

Yodit Glaze, City Clerk
(SEAL)
APPROVED AS TO FORM:

By:,
Raul F. Salinas, City Attorney

91 SoutOli fG" at"cio(!ilt'y'a'Cleilb Item No. 3
JAN 22 2026
FILED
llo- 2-'Sy:=-=q Cil of South Gate

CITY COUNCIL

A(GENIDA BNLL
Department Director:

For the Regular Meeting o:f: January 27, 2026
Department: Public Works
City Matiager:
antes Rob Houston
SUBJECT: AMENDMENT N0. 2 TO CONTRACT N0. 2023-125-CC WITH Z&K CONSULTANTS, INC., TO EXTEND CONSTRUCTION MANAGEMENT AND

INSPECTION SERVICES FOR THE CIRCLE PARK RENOV ATION, CITY PROJECT NO. 609-PRK
PURPOSE: Construction of the Circle Park Renovation Project is substantially complete and currently in the closeout phase. The project required additional construction management and inspection services beyond the original contract scope. Amendment No. 2 to Contract No. 2023- 125-CC provides the additional scope of work and funding necessary to complete these services and extends the contract term through March 31, 2026.

RECOMMENDED ACTIONS: The City Council will consider:
a. Approve Amendment No. 2 to Contract No. 2023-125-CC with Z&K Consultants, Inc. to fund additional construction management and inspection services performed for the Circle Park Improvement Project, City Project No. 609-PRK, and to extend the contract term through March 31, 2026, in an amount not to exceed $56,727; and b. Authorizing the Mayor to execute Amendment No. 2 in a form acceptable to the City Attorney.

FISCALIMPACT: ThereisnofiscalimpacttotheGeneralFund.AmendmentNo.2toContract No. 2023-125-CC is in the amount of $56,727, and it will be :[unded with Natural Resources Agency (Rendon Funds) Grant funds, as summarized below.

Project Budget
Measure A *LACRPOSD RMC Grant
Rendon
Funds
Total
$1,000,000 $2,517,835 $2,000,000 $1,509,575 $7,117,835
Constniction Management &
Inspection $126,628 $292,632 $138,421 $557,681
Amendment No. 1 $99,875 $99,875
Amendment No. 2 $56,727 $56,727
Total Costs $126,628 $292,632 $238,296 $56,727 $714,283 *LACRPOSD (Los Angeles Couzty Regional Par< and Open Space District) 1 92
ANALYSIS: Construction of the Circle Park Improvement Project ("Project") was substantially completed in October 2025, and the park was opened to the public on October 13, 2025. While all physical construction items, including the contractor's punch list, have been completed, several administrative and contractual matters remain outstanding as part of the project closeout process.

Specifically, the City is currently reviewing and resolving contractor change order requests totaling approximately $431,000, which must be addressed prior to final project acceptance. To support this effort, the City has requested that Z&K Consultants, Inc. continue providing construction inspection support, dispute resolution assistance, and verification of submitted Change Order Requests (CORs). The City anticipates resolving these remaining issues and completing final project closeout by March 2026.

AmendmentNo. 2 to the Agreement provides an additional $56,727 to fund continued construction management and inspection services, dispute resolution and resolving all change-order requests submitted by the contractor until the month of March 31, 2026.

BACKGROUND: The Circle Park Renovation Project is part of the City's Capital Improvement Program ("CIP") and was completed to modernize the park, expand recreational opportunities, and enhance residents' quality of life. The park is now open to the public and includes a new playground, synthetic turf areas, sand and water play features, basketball, pickleball, and futsal courts, shade structures, upgraded irrigation and landscaping, decomposed granite walkways, permeable pavers, park benches and picnic tables, safety lighting, and other park amenities designed to serve the community.

On August 22, 2023, the City Council approved an Agreement with Z&K Consultants, Inc. in the amount of $557,681 to provide construction management and inspection services for the project.

Construction began on September 16, 2024, with an originally anticipated completion date of March 31, 2025.

Due to contractor delays, unforeseen site conditions, and City-authorized additional work, the construction schedule was extended to October 31, 2025. As a result, the demand for construction management, inspection, labor compliance, and administrative support increased significantly.

The original contract funding for Z&K Consultants was fully expended by June 30, 2025, after 198 working days of services.

Services are needed to continue through March 31, 2026. Although construction is complete and all punch list items have been addressed, the contractor has submitted Change Order Requests totaling approximately $431,000, which must be reviewed and resolved as part of the project closeout process.

Amendment No. 2 to the Agreement provides an additional $56,727 to :[und the necessary additional working days for construction management a 2 93
ATTACHMENTS: A. Proposed Agreement (including Exhibit A) B. Amendment No. I
C. Contract No 2023-125-CC*
D. Vicinity Map
*Each document is available for review through the City Clerk's Office.

ES:ky/lc
94 Attachment A
Agenda Bill 1/27/26
Amendment No. 2 to
ContractNo. 2023-125-CC
AMENDMENT N0. 2 TO CONTRACT NO 2023-125-CC FOR

ADDITIONAI, CONSTRUCTION MANAGEMENT AND INSPECTION
SERVICES FOR THE CIRCLE PARK PROJECT, CITY PROJECT NO. 609-PRK

BETWEEN THE CITY OF SOUTH GATE AND
Z&K CONSULT ANTS, INC.

This Amendment No. 2 to Contract No. 2023-125-CC for Construction Management and Inspection Services for the Circle Park Project ("Amendment No. 2"), City project No. 609-PRK is made and entered into on January 27, 2026, by and between the City of South Gate, a municipal corporation ("City"), and Z&K Consultants, Inc. ("Z&K"), a California corporation ("Consultant"). City and Consultant are sometimes hereinafter individually referred to as a "Party" and collectively as "Parties."

RECIT ALS
WHEREAS, on August 22, 2023, the City Council approved Contract No. 2023-125-CC with Consultant ("Agreement ") for Construction Management and Inspection Services in the amount of Five Hundred Fifty-Seven Thousand Six Hiu'idred Eighty-One Dollars ($557,681); and WHEREAS, on August 12, 2025, the City Council approved Amendment No. 1 to Contract No. 2023-125-CC with Consultant ("Agreement") for Construction Management and Inspection Services in the arnoiu'it ofNinety-Nine Thousand Eight Hundred Seventy-Five Dollars ($99,875); and
WHEREAS, the City and Contractor/Consultant desire to execute Amendment No. 2 to the Agreement, extending the term to remain in effect through and including March 31, 2026, in an amount not to exceed Fifty Six Thousand Seven Hundred Twenty Seven Dollars ($56,727), for services identified in Exhibit "A" attached hereto, under the terms and conditions of the Agreement, bringing the aggregate total of the Agreement, Amendment No. 1 and Amendment No. 2 to a total sum of Seven Hundred Fourteen Thousand Two Hundred Eighty-Three Dollars ($714,283).

NOW, THEREFOR, the Parties hereby agree as follows:

1. MODIFICATION TO AGREEMENT

1.1 SCOPE OF WORK.

City hereby engages Consultant, and Consultant accepts such engagement, to perform the services set forth in the Scope of Services as described in Exhibit "A" Page l of 3
95 Amendment No. 2 to
Contract No. 2023-125-CC
attached hereto and made part of this Agreement. The Scope of Services may be mutually amended from time to time by both Parties in writing.

1.2 COMPENSATION.

The total amount of compensation for Amendment No. 2 shall not exceed the sum of Fifty-Six Thousand Seven Hundred Twenty Seven Dollars ($56,727), bringing the aggregate total of the Agreement, Amendment No. 1 and Amendment No. 2 to the siun of Seven Hundred Fourteen Thousand Two Hundred Eighty- Three Dollars ($714,283). City shall pay Consultant for its professional services rendered and reasonable costs incurred pursuantto the Agreement, and Amendment No. 1. No additional compensation shall be paid for any other expenses incurred unless first approved by the City Manager.

1.2.1 No payment made hereunder by City to Consultant, other than the final payment, shall be construed as an acceptance by City of any work or materials, nor as evidence of satisfactory performance by the Consultant of its obligations under this agreement.

1.2.2 The Consultant shall submit to the City a bill of services within 15 calendar days after the end of each month. The City shall pay the Consultant within forty-five (45) days of receipt of this invoice.

1.3 TERM OF AGREEMENT. This Agreement will remain in effect through March 31, 2026, unless otherwise expressly extended and agreed to by both Parties in writing, or terminated by either Party as provided herein.

2. EFFECT OF AMENDMENTS.

Except as expressly amended herein, all other terms and conditions of the Agreement and its Amendments, Attachments and Exhibits attached hereto shall remain in full force and effect. Without limiting the generality of the foregoing, the Agreement shall remain unchanged during the term ofthe Agreement as extended by Section 1 above. Furthermore, City reserves the right to augment or reduce the scope of work as City deems necessary.

3. CALIFORNIA LEVINE ACT DISCLOSURE STATEMENT. In accordance with California SB 1439 extended requirements under Government Code Section 84308, also known as the "Levine Act," a disclosure must be filed of political contributions totaling more than two hundred fifty dollars ($250) within the previous twelve (12) months, and for three (3) months following the date a final decision concerning a contract has been made. Therefore, the City requires that Consultant fill out the California Levine Act Disclosure Statement form available on the City website and submit it to the City Clerk's Office prior to the approval of this Amendment.

96 Amendment No. 2 to
Contract No. 2023-125-CC
IN WITNESS WHEREOF, the Parties hereto have causedthis AmendmentNo. 2 to be executed and attested by their respective officers hereunto duly authorized.

CITY OF SOUTH GATE:

BY:

Joshua Barron, Mayor
Dated:

ATTEST:

By:

Yodit Glaze, City Clerk
(SEAL)
APPROVED AS TO FORM:

BY:

F. Salinas, City Attorney
Z&K CONSULT ANTS INC.

B7:

Crystal Fraire, President
Dated:

97 $CONSULT ANTS

BUILDING SOLUTIONS
AMENDMENT N0. 2 REQUEST
January 8, 2026
Arturo Cervantes, PE, Assistant City Manager/Director of Public Works City of South Gate, 8650 California Avenue, South Gate, CA 90280 Dear Mr. Cervantes,
Z&K Consultants, Inc. (Z&K) respectfully submits Amendment No. 2 to request an extension of time and budget for Construction Management and Inspection Services for the Construction of Circle Park, City Project No. 609-PRK.

The City of South Gate and Z&K entered into Contract No. 2023-125-CC for Construction Management and Inspection Services for the Circle Park Project in the original contract amount of Five Hundred Fifty-Seven Thousand Six Hundred Eighty-One Dollars ($557,681.00). On August 12, 2025, the City and Z&K executed Amendment No. 1 to the Agreement in the amount of Ninety-Nine Thousand Eight Hundred Seventy-Five Dollars ($99,875.00) to extend the term and provide additional Construction Management and Inspection Services.

At the City's request, Z&K has performed additional services not included under the original contract or Amendment No. 1 due to the continued extension of construction activities and the need for post-construction support. These services include extended inspection support, preparation and review of punch list items, dispute resolution efforts, and review and coordination of Contractor Change Order Requests (CORs).

This amendment includes continued services for the months of October, November, and December 2025 to support extended construction and project closeout activities following substantial completion. Services during this period were limited in scope and primarily consisted of inspection and closeout-related support.

In addition, at the City's request, this amendment includes dispute-related COR resolution services for the months of January and February 2026, consisting of 30 hours per month of Senior Construction Inspector support only.

These services are necessary to aSSiSt the City with ongoing dispute resolution, contractor coordination, and documentation support beyond the active construction period.

Based on the updated labor hours and seffiices described above, we are requesting the City to authorize an additional $56,727.00, bringing the total contract amount to $714,283.00. A detailed breakdown of labor hours, costs, cumulative totals, and remaining balances is provided in the attached updated Invoice and Labor Summary.

Z&K appreciates the City's continued partnership and looks forward to assisting the City in fully resolving outstanding construction matters and completing project closeout. Please feel free to contact us should you require any additional information or clarification.

Sincerely,
Crystal Fraire, PE, President
Z&K Consultants, Inc.
(951) 310-7470 l [email protected]
98 OlSeptember 2024
02 0ctober 2024
03 November 2024
04 December 2024
05 January 2025
06 February 2025
07 March 2025
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llJuly 2025
12 August 2025
13 September 2025
14 0ctober 2025
15 November 2025
16 December 2025
17 January 2026
l8February 2026
4839
4840
4841
4842
4843
4844
4845
4846
4847
4848
4849
4850
4851
4852
4853
4854
4855
4856
72 112
107
97 97
94 102
106
72 48
44 42
42 20
10 40
o
o
118
184
144
152
168
152
160
176
176
168
176
168
168
166
21 42
30 30
4 1
o
o
o
2 3
2 4
o
1 2
o
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o
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66 89
92 89
92 go
103
102
71 50
20 21
21 20
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o
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34 24
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S 1,740.00
S 578.00

3.314.00
S 744.00
goo.oo
900.00
S 450.00
46,5 42.00
63,315.50
66,124.00
53,571.00
55 ,160.00
56 ,899.00
57 ,762.50
59,893.00
49,459.00
40,824.00
37,516.50
35,526.00
34,837.00
32,694.50
3,173.00
12,406.00
4,290.00
a,zgom
S 46,542.00
S 109,857.50
S 175,981.50
S 229,552.50
S 284,712.50
S 341,611.50
S 399,37 4.00
S 459,267.00
S 508,726.00
', 549,550.00
S 587,066.50
S 622,592.50
S 657,429.50
', 690,124.00
S 693,297.00
S 705,703.00
S 709,993.00
S 714,283.00
S 611,014.00
S 547,698.50
S 481,57 4.50
:S 428,003.50
S 372,843.50
S 315,944.50
S 258,182.00
S 198,289.00
S 148,830.00
S 108,006.00
S 70,489.50
S 34,963.50
S 126.50
S (32,568.00)
S (35,7 41.00)
S (48,147.00)
S (52,437.00)
S (56,727.00)
99 Attachment B
Agenda Bill 1/27/26
Amendment No. 1 to
Contract No. 2023-125-CC
AMENDMENT N0. 1 TO CONTRACT NO 2023-125-CC FOR

ADDITIONAL CONSTRUCTION MANAGEMENT AND INSPECTION
SERVICES FOR THE CIRCLE PARK PROJECT, CITY PROJECT NO. 609-Pa

BETWEEN THE CITY OF SOUTH GATE AND
Z&K CONSULTANTS, INC.

This Amendment No. I to Contract No. 2023-125-CC for Construction Management and Inspection Services for the Circle Park Project ("Amendment No. I "), City project No. 609-PRK is made and entered into on August 12, 2025, by and between the City of South Gate, a municipal corporation ("City"), and Z&K Consultants, Inc. ("Z&K"), a California corporation ("Consultant"). City and Consultant are sometimes hereinafter individually referred to as a "Party" and collectively as "Parties."

RECITALS
WHEREAS, on August 22, 2023, the City Council approved Contract No. 2023-125-CC with Consultant ("Agreement ") for Construction Management and Inspection Services in the amount of Five Hundred Fifty-Seven Thousand Six Hundred Eighty-One Dollars ($557,681); and WHEREAS, the City and Contractor/Consultant desire to execute Amendment No. l to the Agreement extending the term to remain in effect through and including September 30, 2025, in an amount not to exceed Ninety-Nine Thousand Eight Hundred Seventy-Five Dollars ($99,875), for services identified in Exhibit "A" attached hereto, under the terms and conditions of the Agreement, bringing the aggregate total of the Agreement, and AmendmentNo. l to a total sum of Six Hundred Fifty-Seven Thousand Five Hundred Fifty-Six Dollars ($657,556).

NOW, THEREFORE, the Parties hereby agree as follows:

1. MODIFICATION TO AGREEMENT

1.1 SCOPE OF WORK.

City hereby engages Consultant, and Consultant accepts such engagement, to perform the services set forth in the Scope of Services as described in Exhibit "A" attached hereto and made part of this Agreement. The Scope of Services may be mutually amended from time to time by both Parties in writing.

1.2 COMPENSATION.

The amount of compensation paid by City to Consultant for the work identified in Exhibit "A" shall not exceed Ninety-Nine Thousand Eight Hundred Seventy- Five Dollars ($99,875).

100
Amemlment No. lto
Contract No. 2023-125-CC

2. EFFECT OF AMENDMENTS.

Except as expressly amended Jicrcin, all otlicr icmis and conditions of the Agreement and its Amcndments, Attaclimcnts and Exhibits at(ached hcreto shall remain in ful) force and cfl-cct. ll)itliout limiting tlie gcncrality of' the foregoing, the Agreement shall remain unclmngcd during tlic term otlhe Agrecment as extcndcd by Section I above. Furthermore, City rcservcs the right to augment or reduce thc scope of work as City deems necessary.

3. CAIIFORNIA LEVINE ACT DISCLOSURE STATEMENT. {n accordance with California SB 1439 extended requirements under Government Code Section 84308, a)so knoivn as the "Levine Act," a disclosure must be filed of political contributions totaling more than two hundred fifty dollars ($250) within the previous twelve (12) months, and for three (3) months following the date a final decision conceming a contract has been made. Therefore, the City requires that Consultant fill out the Califomia Levine Act Disclosure Statement form available on the City website and submit it to the City Clerk's Office prior to the approval of this Amendment.

IN WITNESS WHEREOF, the Parties hereto have caused this Amendment No. l to be executed and attested by their respective officers hereunto duly authorized.

CITY OF SOUTH GATE:

ATTEST:

Yodit G City Clerk
(S )
APPROVED AS TO FORM:

F. Salinas, City Attorney
Z&K CONSULT ANTS INC.

By: Cry4!nt
Dated: 'I 'l>(
1)agc2ot'2
}O 101

CONSULT ANTS

BUILDING SOLUTIONS
Arturo Cervantes, PE, Assistant City Manager/Director of Public Works City of South Gate, 8650 California Avenue, South Gate, CA 90280 Exhibit A
July 22, 2025
Dear Mr. Cervantes,
Z&K Consultants, Inc. (Z&K) respectfully submits Amendment No. I to request an extension of time and budget for Construction Management and Inspection Services for the Construction of Circle Park, City Project No. 609-PRK. This amendment includes continued services through September 2025.

Below is a projected monthly labor summary to support the continued construction and project closeout activities. The total cost of this amendment is $99,875.00, bringing the revised total contract value to $657,556.00. A detailed breakdown is provided in the following table.
4849
4850
4851
176
168
154
$37,734.00 $587,284.00 $(29,603.00)
$36,137.00 $623,421.00 $(65,740.00)
$34,135.00 $657,556.00 $(99,875.00)
Total $657,556.00 $(99,875.00)
'Projected hours for the remainder of the project.

Assumed Labor Effort is as follows:

Resident Engineer = 10 hours a week on average
Senior Construction Inspector = 8 hours a day
Project Manager/Office Engineer = 5 hours a
week on average
Please refer to the following page for a full invoice and labor summary for the entire project, including actual and projected labor from September 2024 through September 2025.

We appreciate your continued support and look forward to successfully completing the Circle Park project. Please feel free to reach out with any questions or if additional clarification is needed.

Sincerely,
C6M
Crystal Fraire, PE, President
Z&K Consultants, Inc.
(951) 310-7470 I [email protected]
102
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a!II 'i I!'II Ijl_ffi 8 r' aQ I iffi g-Jilll!!lil tA al-tlffrjffl N 416 rla..'i IN &(Fllllllllffl ffl41 11111 I i 11 all'ffi iai *1a1a iaiaii ffl a"i=-T affi ajiij'ffiffilli 8 N ' ii i a fil"alai Ol_September 2024 4839 72 :k:k8 4 (i6 34 24 0 0 S 46,542.00 S 46,542.00 S 511,139.00 02_October 2024 4840 112 184 I 89 24 24 o o S 63,315.50 ', 109,857.50 S 447,823.50 03_November 2024 4841 107 144 o 92 2 8 56 24 S 1,740.00 S 900.00 S 66,124.00 .!) 175,981.50 S 381,699.50 04_December 2024 4842 97 152 o 89 o o o 30 S 578.00 S 53,571.00 '> 229,552.50 S 328,128.50 05_January 2025 4843 97 168 o 92 o o o 26 S 55,160.00 S 284,712.50 S 272,968.50 06_February 2025 4844 94 152 2 90 o o o 27 S 3,314.00 ', goo.oo S sti,sgg.oo S 341,611.50 S 216,069.50 07_March 2025 4845 102 160 3 103 o o o 29 S 450.00 S 57,762.50 S 399,374.00 S 158,307.00 08_April 2025 4846 106 176 2 102 o o o 29 S 59,893.00 S 459,267.00 S 98,414.00 09_May 2025 4847 72 176 4 71 o o o 19 f,, 49,459.00 S 508,726.00 !' 48,955.00 lO_June 2025 4848 48 168 o 50 o o o ig S 40,824.00 S 549,550.00 S 8,131.00 ll_July 2025" 4849 44 176 o 22 o o o 20 S 37,734.00 S 587,284.00 § (29,603.00) 12_August 2025" 4850 42 168 o 21 o o o 20 S 36,137.00 S 623,421.00 S (65,7 40.00) 13_September 2025' 4851 42 154 o 21 o o o 20 S 34,135.00 S 657,556.00 !) (99,875.00) 'Includes projecled hours for lhe project.
103
Attachment C
Agenda Bill 1/27/26
Contract No. 2023-125-CC

AGREEMENT FOR PROFESSIONAL SERVICES FOR CONSTRUCTION

MANAGEMENT AND INSPECTION SERVICES BETWEEN THE CITY OF SOUTH GATE AND Z&K CONSULT ANTS, INC.

This Agreement for Professional Services for Construction Management and Inspection Services ("Agreement") is made and entered into on August 22, 2023, by and between the City of South Gate, a municipal corporation ("City"), and Z&K Consultants, Inc., a California corporation ("Consultant"). City and Consultant are sometimes hereinafter individually referred to as a "Party" and collectively as "Parties."

RECITALS
WHEREAS, City desires to retain a qualified provider for certain services relating to construction management and inspection services for the Circle Park Tmprovement, City Project No. 609-PRK;
WHEREAS, Consultant warrants to City that it has the requisite skills, knowledge. qualifications, manpower and expertise to perform properly and timely the Professional Services under this Agreement; and
WHEREAS, based on such representation, City desires to contract with Consultant to perform the services as described in the Scope of Services attached hereto as Exhibit "A" of this Agreement.

NOW, THE,REFOR, the Parties hereby agree as follows:

1. SCOPE OF SERVICES. City hereby engages Consu)tant, and Consultant accepts such engagernerit, to perfon'n the services set forth in the Scope of Services as described in Exhibit "A" attached hereto and made part of this Agreement. The Scope of Services may be mutually amended from time to time by both Parties in writing.

2. COMPENSATION FOR SERVICES. The total amount of compensation for tliis Agreement shall not exceed the sum of Five Hundred Fifty-Seven Thousand Six Hundred Eighty-One Dollars ($557,681) as described in Consultant's proposal attached hereto as Exhibit "A." City shall pay Consultant for its professional services rendered and costs incurred pursuant to this Agreement. No additional compensation shall be paid for any other expenses incurred, unless first approved in writing by the Assistant City Manager/Director of Public Works, or the City Manager or his/her designee.

2.1 Consultant shall be required to attend meetings at City Hall as necessary in the delivery of the projects. Travel time between Consultant's office and City Hall shall not be billable. Consultant may request an exemption on a case-by-case basis, which shall be subject to City approval.

2.2 Consultant shall be paid in accordance with the schedule included in Consultant's proposal attached hereto as Exhibit "A." City shall pay,Consultant within thirty (30) 5N6863.1-L235.0 (Form Rev. 9/8/21)
13104
Agreement for Professional Services
Z&K Consultant, Inc.

days of receipt of the irivoice.

2.3 No payment made hereunder by City to Consultant, other than the final payment, shall be constnied as an acceptance by City of any work or materials, nor as evidence of satisfactory performance by Consultant of its obligations under this Agreement.

3. TERM OF AGREEMENT. This Agreement is effective as of August 23, 2023, and will remain in effect for a period of eighteen months from said date or until project completion, unless otherwise expressly extended and agreed to by both Parties in writing, or termiriated by either Party as provided herein.

4. CITY AGENT. The Assistant City Manager/Director of Public Works, ("Director"), or his/her designee, for the purposes of this Agreement, is the agent for the City. Whenever approval or authorizatiori is required, Consultant understands that the Director, or his/her designee, has the authority to provide that approval or authorization.

5. CONFLICT OF INTEREST. Consultant represents that it presently has no interest and shall not acquire any interest, direct or indirect, in any real property located in the City which may be affected by the services to be performed by Consultant under this Agreement, Consultant further represents that in performance of this Agreement, no person having any such interest shall be employed by it. Within ten (10) days, Consultant agrees that it will immediately notify City of any other conflict of interest that may exist or develop during the term of this Agreement.

5.1 Consultant represents that no City employee or official has a material financial interest in Consultant's business. During the term of this Agreement and/or as a result of being awarded this contract, Consultant shall not offer, encourage or accept any financial interest in Consultant's business or in this Agreement by any City employee or official,

6. GENERAL TERMS AND CONDITIONS.
6,1 Termination for Convenience. City may terminate this Agreement at any time without cause by giving fifteen (15) days written notice to Consultant of such termination and specifying the effective date thereof. In that event, all finished or unfinished documents and other materials shall, at the option of City, become its property. If this Agreement is terminated by City as provided herein, Consultant will be paid the total amount of its costs as of the termination date. In no event shall the amount payable upon termination exceed the total maximum compensation provided for in this Agreement.

6.2 Termination for Cause.

6.2.1 City may, by written notice to Consultant, terminate the whole or any part of this Agreement in any of the following circumstances:
5116863 l- L235.0
IL(105
Agreement for Professional Services
Z&K Consultant, Inc.

a, If Consultant fails to perform the services required by this Agreement within the time specified herein or any authorized extension thereof; or b. If Consultant fails to perform the services called for by this Agreement or so fails to make progress as to endanger performance of this Agreement in accordance with its tenns, and in either of these circumstances does not correct such failure withing a period of ten (10) days (or such longer period as City may authorize in writing) after receipt of notice from City specifying such failure.

6.2.2 In the event City terminates this Agreement in whole or in part as provided above in Subsection 6.2.1, City may procure, upon such terms and in such manner as it may deem appropriate, services similar to those terminated.

6.2,3 If this Agreement is terminated as provided above in Subsection 6.2.1, City may require Consultant to provide all finished or unfinished documents, data, studies, drawings, maps, photographs, reports, films, charts, sketches, computations, surveys, models, or other similar documeritation prepared by Consultant. Upon such termination, Consultant shall be paid an amount equal to the value of the work performed. In ascettaining the value of the work performed up to the date of termination, consideration shall be given to both completed work and work in progress, to complete and incomplete drawings, and to other documents whether delivered to City or in possession of Consultant, and to authorized reimbursement expenses.

6.2.4 If, after notice of termination of the Agreement under the provisions of Subsection 6.2. 1 above, it is determined, for any reason, that Consultant was not in default, or that the default was excusable, then the rights and obligations of the Parties shall be the same as if the notice of termination had been issued pursuant to Subsection 6. 1. above.

6.3 Non-Assignability. Consultant shall not assign or transfer any interest in this Agreement without the express prior written consent of City.

6.4 Non-Discrimination.

6.4.1 Consultant shall not discriminate against any employee, subcontractor, or applicant for employment because of race, creed, gender, gender identity (including gender expression), color, religion, ancestry, sexual orientatiori, national origin, disability, age, marital status, family/parental status, or veteran/military status, in the performance of its services and duties pursuant to this Agreement and will comply with all applicable laws, ordinances and codes of the Federal, State, and County and the City govemments. Consultant will take affirmative action to ensure that subcontractors and applicants are l'5'
5116863.1- L235.0
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Agreement for Professional Services
Z&K Consultant, Inc.

employed, and that employees are treated during employment without regard to their race, color, religion, aricestry, sex, national origin, disability, or age.

Consultant will take affirmative action to ensure that all employment practices, including those of any subcontractors retained by Consultant to perform services under this Agreement, are free from such discrimination. Such employment practices include, but are limited to: hiring, upgrading, demotion, transfer, recruihnent, recruitment advertising, layoff, termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship.
6,4.2 The provisions of Subsection 6.4.1 above shall be included in all solicitations or advertisements placed by or on behalf of Consultant for personnel to perform any services under this Agreement. City shall have access to all documents, data, and records of Consultant and its subcontractors for purposes of determining compliance with the equal employment opportunity and non- discrimination provisions of this Section, and all applicable provisions of Executive Order No. 11246 (relating to federal restrictions against discriminatory practices) is available for review and on file with the City Clerk's Office.

6.5 Insurance. Consultant shall submit to City, certificates indicating compliance with the following minimum insurance requirements no less than one (1) day prior to beginning of performance under this Agreement:

6.5.1 Workers Compensation Insurance as required by law. Consultant shall require all subcontractors similarly to provide such workers' compensatron msurance for their respective employees.

6.5.2 Comprehensive general and automobile liability insurance protecting Consultant in amounts not less than $1,000,000 for personal injury to any one person, $1,000,000 for injuries arising out of one occurrence, and $500,000 for property damages or a combined single limit of $1,000,000, with an aggregate of $2,000,000. Each such policy of insurance shall:
a. Be issued by a financially responsible insurance company or companies admitted and authorized to do business in the State of California or which is approved in writing by City.
b. Name and list as additional insured the City, its officers and employees. c. Specify its acts as primary insurance.
d. Coritain a clause substantially in the following words: "It is hereby understood and agreed that this policy shall not be canceled except upon 5116863. l- L235.0
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Agreement for Professional Services
Z&K Consultant, Inc.

thirty (30) days prior written notice to City of such cancellation or material change."
e. Cover the operations of Consultant pursuant to the terms of this Agreement.

6.6 Indemnification. Consultant agrees to indemnify, defend and hold hamnless City and/or any other City agency, including other employees, officers and representatives, for/from any and all claims or actions of any kind asserted against City and/or any other City agency arising out of Consultant's (including Consultant's employees, representatives, products and subcontractors) negligent performance under this Agreement, excepting only such claims or actions which may arise out of sole or active negligence of City and/or any other City agency, or any third parties not acting on behalf of, at the direction of, or under the control of Consultant.

6.7 Compliance with Applicable Law. Consultant and City shall comply with all applicable laws, ordinances, and codes of the Federal, State, County and City govemments, without regard to conflict of law principles.

6.8 Independent Contractor. This Agreement is by and between City and Consultant and is not intended, nor shall it be construed, to create the relationship of agency, servant, employee, partnership, joint venture, or association, as between City and Consultant.

6.8.1 Consultant shall be an independent contractor and shall have no power to incur any debt or obligation for or on behalf of City. Neither City nor any of its officers or employees shall have any control over the conduct of Consultant, or any of Consultant's employees, except as herein set forth, and Consultant expressly warrants not to, at any time or in any manner, represent that it, or any of its agents, servants or employees are in any manner employees of City, it being distinctly understood that Consultant is and shall at all times remain to City a wholly independent contractor and Consultant's obligations to City are solely such as are prescribed by this Agreement.

6.8.2 Indemnification of CalPERS Determination - In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or CalPERS to be eligible for enrollment in CalPERS as an employee of City, Consultant shall indemnify, defend, and hold hamiless City for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as, for the payment of any penalties and interest on such contributions which would otherwise be the responsibility of City.

6.8.3 Business License Required. According to Title 2.08.40 of the South Gate 5116863.1-L235 0
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Agreement for Professional Services
Z&K Consultant, Inc.

Municipal Code, a business license will be required prior to doing business within the City, even if the business is located outside of the City. Verification of a valid South Gate business license will be required prior to start of work and any fees associated with the acquisition or maintenance of such business license shall be the sole responsibility of Consultant.

6.9 Consultant's Personnel.

6.9.1 All services required under the Agreement wiill be performed by Consultant, or under Consultant's direct supervision, and all personnel shall possess the qualifications, permits and licenses required by State and local law to perform such services, including, without limitation, a City of South Gate business license as required by the South Gate Municipal Code.

6.9.2 Consultant shall be solely responsible for the satisfactory work performance of all personnel engaged in performing services required by this Agreement, and compliance with all reasonable performance standards established by City. 6,9.3 Consultant shall be responsible for payment of all employees' and subcontractors' wages and benefits and shall comply with all requirements pertaining to employer's liability, workers' compensation, unemployment insurance and Social Security.

6.9.4 Consultant shall irtdemnify and hold harmless City and all other related entities, officers, employees and representatives from any liability, damages, claims, costs, and expenses of any nature arising from alleged violations of personnel practices or of any acts of omissions by Consultant in connection with the work performed arising from this Agreement.

6.10 Copyright. No reports, maps or other documents produced in whole or in part under this Agreement shall be the subject of an application for copyright by or on behalf of Consultant.

6.11 Legal Construction.

6.11.1 This Agreement is made and entered into in the State of California and shall in all respects be interpreted, enforced, and govemed under the laws of the State of California without regard to conflict of law principles.

6.11.2 This Agreement shall be construed without regard to the identity of the persons who draffed its various provisions. Each and every provision of this Agreement shall be construed as thougli each of the parties participated equally in the drafting of same, and any rule of construction that a document is to be construed against the drafting party shall not be applicable to this Agreement. 5]16863.1-L235.0
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Agreement for Professional Services
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6.11.3. The article and section, captions and headings herein have been inserted for convenience only and shall not be considered or referred to in resolving questions of interpretation or construction.

6.11.4. Whenever in this Agreement the context may so require, the masculine gender shall be deemed to refer to and include the feminine and neuter, and the singular shall refer to and include the plural.

6.12 Counterparts. This Agreement may be executed in counterparts and, as so executed, shall constitute an agreement which shall be binding upon all Parties hereto.

6.13 Final Payment Acceptance Constitutes Release. The acceptance by Consultant of the final payment made under this Agreement shall operate as and be a release of City from all claims and liabilities for compensation to Consultant for anything done, furnished, or relating to Consultant's work or services. Acceptance of payment shall be any negotiation of City's check or the failure to make a written extra compensation claim within ten (10) calendar days of the receipt of that check. However, approval or payment by City shall not constitute, nor be deemed, a release of the responsibility and liability of Consultant, its employees, sub-consultarits and agents for the accuracy and competency of the information provided and/or work performed; nor shall such approval or payment be deemed to be an assumption of such responsibility or liability by City for any defect or error in the work prepared by Consultant, its employees, sub- consultants and agents.

6.14 Corrections. In addition to the above indemnification obligations, Consultant shall correct, at its expense, all errors in the work which may be disclosed during City's review of Consultant's report or plans. Should Consultant fail to make such correction in a reasonably, timely manner, such correction shall be made by City, and the cost thereof shall be charged to Consultant.

6.15 Files. All files of Consultant pertaining to City shall be and remain the propeity of City. Consultant will control the physical location of such files during the term of this Agreement and shall be entitled to retain copies of such files upon termination of this Agreement.

6.16 Waiver; Remedies Cumulative. Failure by a Party to insist upon the perfomiance of any of the provisions of this Agreement by the other party, irrespective of the length of time for which such failure continues, shall not constitute a waiver of such Party's right to demand compliance by such otlier Party in the future. No waiver by a Party of a default or breach of the other party shall be effective or binding upon such a Party unless made in writing by such Party, and no such waiver shall be implied from any omissions by a Party to take any action with respect to such default or breach. No express written waiver of a specified default or breach shall affect any other default or breach, or cover any other period of time, other than any default or breach and/or period 5116863 1- L235.0
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of time specified. All of the remedies permitted or available to a Party under this Agreement, or at law or in equity, shall be cumulative and alternative, and invocation of any such right or remedy shall not constitute a waiver or election of remedies with respect to any other permitted or available right of remedy.

6.17 Mitigation of Damages. In all such situations arising out of this Agreement, the Parties shall attempt to avoid and minimize the damages resulting from the conduct of the other Party.

6.18 Severability. If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way.

6.19 Attorneys' Fees. The Parties hereto acknowledge and agree that each will bear his or its own costs, expenses and attorneys' fees arising out of and/or connected with the negotiation, drafting and execution of the Agreement, and all matters arising out of or connected therewith except that, in the event any action is brought by any Party hereto tO enforce thiS Agreement, the prevailing Party in SuCh aCtiOn Shall be entitled tO reasonable attorneys' fees and costs in addition to all other relief to which that Party or those Parties may be entitled.

6.20 Entire Agreement and Amendments. This Agreement constitutes the whole agreement between City and Consultant, and neither party has made any representations to the other except as expressly contairied herein. Neither party, in executing or performing this Agreement, is relying upon any statement or information not contained in this Agreement. Any amendments, changes or modifications to this Agreement must be made in writing and appropriately executed by both City and Consultant.

6.21 Notices. Any notice required to be given hereunder shall be deemed to have been given by email transmission with confirmation of delivery arid depositing said notice in the United States mail, postage prepaid, and addressed as follows:

TO CITY:

City of South Gate
Assistant City Manager/Director of Public Works
8650 California Avenue
South Gate, CA 90280
Email: ecervantes(2,sogate.org
TEL: (323) 563-9567
WITH COURTESY COPY TO:

City Clerk's Office
Yodit Glaze, City Clerk
8650 Califomia Avenue
South Gate, CA 90280
Email: yglaze@,sogate.org
TEL: (323) 563-9510
20 5116863.1- L235 0
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Agreement for Professional Services
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TO CONSULTANT:

Crystal Fraire, PE, President
Z & K Consultants, Inc.
473 E. Camegie Drive, Suite 200
San Bernardino, California, 92400
Email: [email protected]
TEL: (951)310-7470

6.22 Warranty of Authorized Signatories. Each of the signatories hereto warrants and represents that he or she is competent and authorized to enter into this Agreement on behalf of the Paity for whom he or she purports to sign.

6.23 Consultation with Attorney. Consultant warrants and represents that it has consulted with an attorney or knowingly and voluntarily decided to forgo such a consu]tation.

6.24 Interpretation Against Drafting Party. City and Consultant agree that they have cooperated in the review and drafting of this agreement. Accordingly, in the event of any ambiguity, neither Party may claim that the interpretation of this Agreement shall be construed against either Party solely because that Party drafted all or a portion of this Agreement, or the clause at issue.

7. EFFECTIVE DATE. The effective date of this Agreement is August 23, 2023 and will remain in effect through and until project completion, unless otherwise terminated in accordance with the terms of this Agreement.
[Remainder of page left blank intentionally.]
5116863. I-L235.0
'2,-}112
/\grccmcnt f-nr Pmfcssirma) Scrviccs
Z&K (:onstiltnntljnc.

Page )O ofa 10
€N 11'lTN€;,SS IVIIERI':(11', tlic l)ur(ics licrclo liavc caused lhis %rccinenl In bc exectitccl and nllcstcd by Ihcir rcspeeliS'e (ll1iCerS (licrctinto dtily iuilhnrizctl Ci'rY Oli' SOUTII GATI
Maria del I)ilar Avalos, Mayor
Datcd: 4@0/)f/ 2d'2 3
.ATTES'T:

By:

City Clerk
(SEAL,)
AI'l'ROVF,D AS I'O FORM
l(aul F. Salinas, City Attorncy
Z & K CONSULTANTS,INC.:

BY:

CCa, 7E,President
Datcd: 3/;h! 1:23
,1'2,-
'i I 1(1)!6 ] I-I 2 3.S U
113
IV. FEE PROPOSAL
Arturo Cervantes, PE, Assistant City Manager/Director of Public Works City of South Gate, 8650 California Avenue, South Gate, CA 90280 August 4, 2023
Dear Mr. Cervantes,
Z&K Consultants Inc. (Z&K) proudly presents our cost proposal for Construction Management and )nspection Services for the Construction of Circle Park, City Project No. 609-PRK. Our not-to-exceed total lump sum fee for Construction Management and Inspection Services is $557,681.00.

Z&K Consultants based our cost proposal on the scope of work provided in the Request for Proposals. All prevailing wage requirements will be followed by the team. All team members are in conformance with the State of California Labor compliance requirements. Rates included in our Cost Proposal are fully billable rates. All overhead costs are included. All insurance will be in force at the time of contract execution.

Z&K has carefully selected this "A-Team" and committed our most qualified staff for the duration of the contract to deliver a successful project. We understand the importance of meeting budgets and schedules; we have a strategic plan in place to deliver projects with such benchmarks in mind. Our proposed team members are recognized as experts in the industry and will provide "turn-key" Construction Management and Inspection services for the City of Southgate Circle Park Project.

Below is a table with the hourly rate schedule:

Z&K Consultants, Inc Hourly Rates:

Resident Engineer
Senior Construction Inspector
Project Manager/Office Engineer
Senior Licensed Landscape Architect
Regional Supervislng Inspector
Civil/Grading Senior Inspector
Regional Supervising Electrical Inspector
Labor Compliance Officer
Material Testing Services (Converse Consultants)
$160,00
!$)43.00
$133.00
$-148.00
$148,00
$145.00
$145.00
$130.00
Attached
I will serve as the contact person for the full duration on the contract and I am authorized to bind the firm to the terms of the proposal. By signing below, I attest that all information submitted is true and accurate. This proposal shall remain valid for a period of not less than 90 days from the date of submittal. The payment terms shall be net thirty (30) days. We are excited about this opportunity to serve the City of South Gate and are committed to the successful completion the City's important project.

Sincerely,
Crystal Fraire, PE, QSD/P IPresident, Z&K Consultants Inc. 473 E. Carnegie Drive l Suite 2001 San Bernardino, CA 92400 95t310.7470l [email protected]
[CONSULT ANTS
BU}IDING SOLuTIONS
114
Assumptions
Pre-Construction Services
* Resident Engineer: 16 hours
* Senior Construction Inspector: 40 hours
@ Project Manager/ Office Engineer: 24 hours
Construction Phase
@ ResidentEngineer:40%time(16hoursaweek,810hoLJrstotal) * SeniorConstructionlnspector:100%time(40hoursaweek,2,016hourstotal) * Project Manager/ Office Engineer: 25% time (10 hours a week, 504 hours total) * Labor Compliance Officer: 5% time (100 hours total) * Senior Licensed Landscape Architect: As-Needed (25 hours total) * Regional Supervising Inspector: As-Needed (25 hours total) * Civil/Grading Inspector: As-Needed (50 hours total) * Regional Supervising Electrical Inspector: As-Needed (50 hours total) * Converse Consultants: As needed throughout the project @ Drone Services/Drone Pilot: As needed throughout the project Task 1- Project Coordination
o ResidentEngineer:"13.6hoursaweek(690hourstotal)
o Senior Construction Inspector: 1 hour a week (50 hours total) o Project Manager/ Office Engineer:9 hours a week (454 hours total) o Senior Licensed Landscape Architect: 0.5 hours a week (25 hours total) o Regional Supervising Inspector: 0.5 hours a week (25 hours total) o Drone Services/Drone Pilot (As needed throughout the project) Task 2 - Construction Inspection
o Senior Construction Inspector: 36 hours a week (i816 hours total) ffl The inspector is full-time on the project, but the hours are distributed to Task 1. Project Coordination, Task 2. Construction Inspection, Task 3. Labor Compliance, Task 4.

Material Testing, and Task 5. Utility and Outside Agency Coordination o Regional Supervising Inspector: 0.5 hours a week (25 hours total, As-Needed) o Civil/Grading Inspector: 1 hour a week (24 hours total, As-Needed) o Regional Supervising Electrical Inspector: 5 hour a week (24 hours total, As-Needed) Task 3 - Labor Compliance
o Senior Construction Inspector: 1 hour a week (50 hours total) o Labor Compliance Officer:2 hours a week (100 hours total) Task 4 - Material Testing Services
o Senior Construction Inspector: 1 hour a week (50 hours total) o Converse Consultants (As needed throughout the project) Task 5 - Utility and Outside Agency Coordination
o Resident Engineer: 1 hour a week (50 hours tota!) o Senior Construction Inspector: 1 hour a week (50 hours total) o Project Manager/ Office Engineer: 1 hour a week (50 hours total) Task 6 - Project Closeout
* Resident Engineer: 16 hours
* Senior Construction Inspector: 40 hours
* Senior Project Manager/ Office Engineer: 24 hours coxsutaraxars
BUILDING SOlUTIONS
115

NOT-TO-EXCEED FEE SCHEDULE
The fee proposal shall be based on a not-to-exceed fee for a construction period of 12 months, or 252 Working Days (excluding weekend and Holidays). The Senior Construction Inspector shali be provided for the entire 252 working day period. Any additional services needed beyond the contract scope of work shall iequire prior approval from the City.
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Task/
Classification
Raiidant
Engineer
(Hrs)
Senior
Construction
Inspector
(Hrs)
Pmjs-;t
Manager/
Office
Engineer
(Hrs)
Etr:lot
Llcensad
Landscape
Archltact
(Hm)
Sanlor
Estlmator
(Hrs)
Ragional
Supenilslng
Inspector
(Hm)
Ctvlr/Gradlng
Sanlor
Inspector
(Hrs)
RaJyal
Suparvlslng
Electrical
Inspector
(Hra)
I
Labor
Compilance
Officer
(Hrs)
' Material
Testing
8ahices -
Converts
Consultants
l----'--
Dmne
Senrk.as /
Drone Pilot
Total Cost
Hourly Rate @iao.ao $143.00 $133.00 ma.oo $142.00 $148.00 $145.00 1145.00 $130.00 L8 L8 Pre-
Constnidion
Services
16 40 24 o o o o o o o o $11,472.00
Task 1. Project
Coordination
890 50 454 25 o 25 o o o o $- $185,332.00
Task 2.

Construdion
InspecUon
o 1,816 o o o 25 24 24 o o o $270,348.00
Task 3.Labor
Compliance
o 50 o o o o o o 100 o 0 $20,150.00
Task 4.

Material
Testing
o 50 o o o o o o o $ 22,000.00 $- $29,150.00
Task 5. UUlity
and Outside
Agency
Coordinatmn
50 50 50 o o o o o o o o $21,800.(10
Task 6. Projed
Closeaut
16 40 24 o o o o o o o o $11,472.00
Task 7:

Constructability
Review
in 23 6 o 16 o 0 o o o o $7,'157.00
TOTAL $125,0!10.00 $303,063.00 $74,196.00 $3,700.00 $2,272.00 $7,400.00 $3,480.00 $3,480.00 $13,000.00 $22,000.00 $0.00 $557,68400 Z&K Consultants commits that a// assigned personnel will not oe removed or replaced without prior written Cit5t approval. Key personnel will be available to the extent proposed for the duration of the contmct. Our pmposed and fully commrtted team is fully capable and excepfionally qualified. They have held many leadership roles and supervisory management positions in many local agencies including the private and public sectors. A// can multi-task, are multi-disciplined, and have a fu// understanding of all aspects of the proposed pmject requirements.

CONSULT ANTS

BUILDING SOLUTIONS
116
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0 )uau,itpe))y 117
Office ut tlu-
South Gale City C.lei t. Item No. 4
JAN 2 2 2026
FILED
Ciffl of South Gate
l l.'t5q,,, CITY COUNCIL
AGENDA IBJ[LL
DepartmentDirector:

For the Regtilar Meeting of: January 27, 2026
Originating Department: Community Development
4G4V
City Manager:

Rob Houston
SUBJECT: AMENDMENT N0. 1 TO CONTRACT N0. 2022-116-CC WITH AVANT- GARDE, INC., TO PROVIDE ADMINISTRATIVE SERVICES FOR THE CDBG/HOME

PROGRAMS
PURPOSE: To consider amending agreement number 2022-116-CC Avant-Garde, Inc., to provide continued assistance in administering the Community Development Block Grant (CDBG) and HOME Investment Partnership (HOME) Programs.

RECOMMENDED ACTIONS: The City Council will consider:
a. Approving Amendment No. 1 to Contract No. 2022-116-CC with Avant-Garde, Inc., for as needed administrative services for the CDBG and HOME Programs ("Agreement") as follows:
a. A six-month extension from January 1, 2026, through June 30, 2026, to align the contract with the City's fiscal year, in an amount not to exceed $110,000, and b. A one-year term from July 1, 2026, through June 30, 2027, in an amount not to exceed $221,000.
b. Authorizing the Mayor to execute the Agreement, in a form acceptable to the City Attorney.

FISCAL IMPACT: Funding for these administrative services will come from the City's annual CDBG and HOME allocations. The contract does not obligate the City to expend the full amount if Avant Garde's services are no longer required. There is no impact to the General Fund.

ANALYSIS: The Community Development Department's Housing Division manages the CDBG, HOME, and HOME-ARP Programs :tunded by the U.S. Department of Housing and Urban Development (HUD), as well as the South Gate Housing Authority's Housing Choice Voucher (HCV), Emergency Housing Voucher (EHV), and Foster Youth to Independence (FYI) Programs.

Additionally, the Division oversees the CalHome Mortgage Assistance Program, Permanent Local Housing Allocation (PLHA) Program, and Successor Agency to the Redevelopment Agency.

With only four fiill-time employees, the continuation of housing consulting services is critical to ensure timely delivery of services to low-income residents and compliance with HUD deadlines. 1 118
BACKGROUND: Each year, the City receives approximately $1.2 million in CDBG funds and $500,000 in HOME funds. These funds support essential City services such as graffiti removal, facility improvements, affordable housing development, home improvement loans, and business rehabilitation projects.

Avant-Garde has partnered with the City of South Gate for the past seven years and proposes assigning its principal, Ana Marie LeNoue, and principal Lissette Montoya to assist with HUD program oversight.

Avant Garde's hourly billing rates:

Program Director $130/hour
ProgramManager $110/hour
Program Coordinator $ 85/hour
The Scope of Work (As Needed):

Evaluation of the City's HUD Programs and Funding Fiscal Reporting
Program Monitoring
Public Services Grant Processing
Labor Compliance and Section 3 Monitoring
Assistance with Community Development Revitalization Program Administration of Housing Rehabilitation Program
ATT ACHMENTS:

A. Contract No. 2022-116-CC
B. AmendmentNo.ltoContractNo.2022-116-CC
119
Attachment A
Agenda Bill 1/27/26
AMENDMENT NO. I TO CONTRACT N0. 2022-116-CC PROFESSIONAL

SERVICES FOR AS NEEDED ADMINISTRATIVE SERVICES FOR THE

CDBG AND HOME PROGRAMS BETWEEN THE CITY OF SOUTH GATE AND AY ANT-GARDE, INC.

This Amendment No. l to Contract No. 2022-116-CC for Professional Services for As Needed Administrative Services for the Community Development Block Grant and HOME Investment Partnerships Programs ("Amendment No. 1 "), is made and entered into on January 27, 2026, by and between the City of South Gate, a municipal corporation ("City"), and Avant-Garde, Inc., a California corporation ("Consultant"). City and Consultant are sometimes hereinafter individually referred to as a "Party" and collectively referred to as "Parties."

RECIT ALS
WHEREAS, on January 2, 2023, the City Council approved Contract No. 2022-116-CC with Consultant ("Agreement") to provide services relating to grant coordination and management services for the Community Development Block Grant ("CDBG") and Home Investment Partnership ("HOME") Programs, for a three (3) year ternn, through and including December 31, 2026, in an amount not to exceed Two Hundred Twenty-Nine Thousand Five Hundred Forty Dollars ($229,540) for year 1, Two Hundred Twenty-Three Thousand Seven Hundred Forty Dollars ($223,740) for year 2, and Two Hundred Seventy- One Thousand Nine Hundred Ninety ($271,990) for year 3 which, includes the preparation of the 2025- 2030 Five Year Consolidated Plan, Analysis of Impediments and first year Action Plan; and an option to extend this agreement for up to two one-year terms on the same conditions set forth in this agreement; WHEREAS, on Januaiy 27, 2026, the City Council approved Amendment No. l to Contract No. 2022-116-CC to approve a six-month extension from January 1, 2026, through June 30, 2026, to align the contract with the City's fiscal year, in an amount not to exceed One Hundred Ten Thousand Dollars ($ 110,000); and
WHEREAS, on Januaiy 27, 2026, the City Council approved Amendment No. 1 to Contract No. 2022-116-CC to approve a one-year term from July 1, 2026, through June 30, 2027, in an amount not to exceed Two Hundred Twenty-One Thousand Dollars ($221,000); and WHEREAS, the Work Program is attached hereto as Exhibit "A" and incorporated herein by reference.

NOW, THEREFORE, the Parties hereby agree as follows:

1. MODIFICATION TO AGREEMENT
a. COMPENSATION FOR SERVICES. The amount of compensation paid by City to t h e Consultant for the additional services as identified in Exhibit "A" shall not exceed $331,000, under the terms and conditions of the Agreement, bringing the aggregate total of the Agreement and Amendment No. 1, to One-Million Fifty-Six Thousand Two Hundred Seventy Dollars ($1,056,270), b. TERM OF AGREEMENT. This Amendment No. l is effective January 1, 2026, through and including June 30, 2027, or unless otherwise terminated as provided for 120
under the terms of the Agreement.

2. EFFECT OF AMENDMENTS. Except as expressly amended herein, all other terms and conditions of the Agreement and its Amendments, Attachments, and Exhibits thereto, shall remain in full force. All the recitals to this Amendment No. l are incorporated into the Agreement as modified by Amendment No. 1.

3. EFFECTIVE DATE. The effective date of this Agreement is January 27, 2026, and will remain in effect through and until project completion, unless otherwise terminated in accordance with the terms of this Agreement.

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

CITY OF SOUTH GATE:

By:

Joshua Barron, Mayor
Dated:

ATTEST:

By:

Yodit Glaze, City Clerk
(SEAL)
APPROVED AS TO FORM:

Raul F. Salinas, City Attorney
AY ANT GARDE, INC.:

By:

Ana LeNoue, Principal
Dated:
121
/\V /\XT
(-1 A R l) E

SCOPE OF SERVICES

1. ASSiSt with managing the City's CDBG, CDBG-CV, and HOME annual programs administered through HUD, plus any carryover from prior years.

2. ASSiSt with carrying out the grant application cycle including but not limited to participating in Public Hearings, holding an application workshop, and accurately reviewing applications to assist with the department budget preparation.

3. Produce Annual Action Plan, CAPER, and any amendments as needed, in accordance with HUD deadlines.

4. Prepare agreements, including subrecipient agreements, MOUs, and housing agreements.

5. Manage IDIS, and HEROS including setting up activities, revising and funding activities, updating accomplishments and beneficiary information, and clearing flags.

6. Prepare and route environmental review records to be fully executed and entered in HEROS for all activities.

7. Prepare and submit all required federal reporting in accordance with HUD deadlines. This includes Section 3, Semi-Annual Labor Standards Enforcement Report, Minority Business Enterprise and Women Business Enterprise Reporting.

8. Conduct research as needed to accurately provide technical assistance to City staff and subrecipients

9. ASSiSt executive team with implementing new grants, programs, and property rehabilitation.

10. Review and approve reimbursement requests in accordance with HUD guidelines and subrecipient agreements.

11. Accurately apply various CFR regulations and requirements to determine whether a program/project is in compliance.

12. Maintain and monitor City and subrecipient fund expenditures and program accomplishments.

13. Conduct required monitoring of subrecipients and their programs including various City Departments.

If needed our staff can also assist with the following:

14. Program Evaluation Report: provide City staff with a comprehensive evaluation report on the City's compliance with HuD regulations. Report will include the status of all City programs, any lapses in program implementation, and recommendations for ensuring compliance with HUD requirements.

15. Technical assistance in the review of private-pub(ic partnerships, site and neighborhood standards, income determinations, and similar program criteria.

16. Technical assistance with updating the City's Policies and Procedures as needed.

17. Determining eligible and ineligible CDBG, CDBG-CV, and HOME activities such as eligible project costs, eligible administrative and planning costs, and similar program criteria.

18. Provide technical assistance in evaluating affordable housing projects, including maximum subsidy per unit, underwriting requirements, and subsidy layering.

City of South Gate RFP - Professional Services to Administer HUD Programs 10.17.2022 122
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19. Technical assistance on other federal requirements including: affirmative marketing, minority outreach, environmental review, displacement, relocation, acquisition, oppofunity, disclosure requirements, debarred, suspended, or ineligible contractors, and drug-free work place.

20. Attend necessary CAC, City Council and/or Public Hearings and respond to HLID follow-up questions needed to receive necessary HLID approvals.

21. Gather available and necessary documents for Finance and HUD audits, and prepare the follow- up correspondence. Technical expertise in responding to any HUD audit findings and/or concerns, take corrective actions, answer questions, and follow up with any other information as requested and/or needed.

22. Provide a high standard of care and support to internal customers (such as City elected officials and staff) and external customers (such as residents, business owners, contractors, developers, and staff from municipal, state, and federal agencies).

23.ASSiSt staff with Community Housing Development Organization (CHDO) outreach and certification process.

24. Oversee labor standards compliance including preparation of notices, bid documents, review of weekly certified payrolls, employee interviews, verification of contractor licensing and debarred status, review bonding, conduct pre-construction conference, issue notice of award and notice to proceed, oversee payments to contractors, approve change orders, and issue notice of completion.

25. Property Rehabilitation Services:
a. Administer and implement the City's Property Rehabilitation programs which includes:
i. Collecting data and preparing necessary reports for the City and HUD.

Ensure all required documentation is present in client files, e.g. historical review and lead based paint notification.
b. Review of income documentation.
c. Meet with applicants, review, and approve program participation. d. Perform initial field inspection of properties for which rehabilitation assistance is requested. e. Prepare written inspection reports and cost estimates connected with the above inspection. f. Prepare loan document and/or document for approval of grants or rebates. g. Conduct bid process procedures, review of bids, selection of contractors, and staff, as appropriate.
h. Arrange pre-construction meetings with contractors, property owners, and staff, as appropriate.
i. Conduct progress inspections and recommend approval of progress payments. j. Conduct final inspection.
k. Provide progress and/or activity reports and complete projects in a timely manner.

26. Maintain Project Filing System and Documentation Checklists. Maintain case files including but not limited to application and documentation of eligibility, work write-ups, documents on all necessary licenses and permits, site visiUinspection reports, invoices for payment. Maintain these and other program and financial records in accordance with HUD record keeping requirements as specified.

City of South Gate RFP - Professional Services to Administer HUD Programs 10.17.2022 123

27. Ensure administration and compliance with all applicable federal, state, and local laws, rules, regulations, and policies including national objectives as required by HUD.

28. Respond to public inquiries regarding HUD programs.

29. Respond to HUD letters and/or memorandums as needed. Act as City's liaison and representative to facilitate communication between the City and HUD as well as represent the City at community meetings, City Council, meetings with staff, or workshops as needed or directed.

City of South Gate RFP - Professional Services to Administer HUD Progroms 10.17.2022 124
Attachment B
Agenda Bill 1/27/26 Contract No. 2022-116-CC
AGRu.'F.MF,NT FOR PROFESSIONAL SERVICES FOR AS NEEDED

ADMINISTRATIVE SERVICES FOR THE CDBG AND HOME
P'9n € ?AMQ RETWEEN THF, CITY OF SOUTH GATE AND AVANT-

GARDF,, INC,
This Agreement for Professional Services for As Needed Administrative Services for the Community Development Block Grant and HOME Investmgnt Partnerships Programs ("Agreement") is made and entered into on January 2, 2023, by and between the City of South Gate, a municipal corporation ("City"), and Avant-Garde, Inc., a Califomia corporation ("Consultant"). CityandConsultantaresometimeshereinafterindividuallyreferredtoasa"Party" and collectively as "Parties."

RECITALS
WHF,REAS, City desires to retain aqualifiedprovider for certain servicesrelatingto grant coordination and management services for the Community Development Block Cmint ("CDBG") and Home Investment Partnership ("HOME") Programs for a 'kee (3) year term, tmough and including December 31, 2026, in an amount not to exceed Two Hundred Twenty-Nine Thousand Five Hundred Forly Dollars ($229,540) for year 1, Two Hundred Twenty-Three Thousand Seven Hundred Forty Dollars ($223,740) for year 2, and Two Hundred Seventy-One Thousand Nine HundtedNinety ($271,990) foryear 3 which, includes the preparation ofthe 2025-2030 Five Year Consolidated Plan, Analysis of Impediments and first year Action Plan; and an option to extend this agreement for up to two one-year terms on the same conditions set forth in this agreement; and
WHEREAS, City revised the proposed Consultant's budget and reduced it by Seventy-Five Thousand Dollars ($75,000) per year, since some of the tasks will be performed by internal staff.

Tasks to be perfomed will depend on need based on proposed scope ofwork but notto exceed said revised budget; and
WHEREAS, Consultant wmrants to City that it has the requisite skills, knowledge, qualifications, manpower and expertise to perform properly and timely the Professional Services under this Agreement; and
WHEREAS, based on such representation, City desires to contract with Consultant to perform the services, as described in the Scope of Services attached hereto as Exhibit "A" of this Agreement.

NOW, lb'ORE, LIIU Parties hereby agree as follows:

1. RF,CITALSIN(:ORPuRA'lED.Theaboverecitalsareincorporatedbyreferenceasthoughfully set forth herein.

2. SCOPE OF SERVICF,S. City hereby engages Consultant, and Consultant accepts such engagement, to perform the services set forth in the Scope of Senices as described in Exhibit "A" attached hereto and made part ofthis Agreement (the "Services"). The Scope of Services 125
Agreement for Professional Services
Avant-Garde, Inc.

may be mutually amended from time to time by both Parties in writing. Consultant's Services will not constitute an audit, review, compilation, examination or other form of attest engagement, Consultant shall have no responsibility to address any legal matters or questions of law. After completion of the services, Consultant will have no responsibility to update its advice, recommendations or work product for changes or modifications to the law and regulations or for subsequent events ortansactions, unless City separately engages Consultant in writing to do so.

3. COMPENSATIONFORSERVICES. ThetotalamountofcompensationforthisAgreement shall not exceed the sum of Two Hundred Twenty-Nine Thousand Five Hundred Forty Dollars ($229,540) for year 1, Two Hundred Twenty-Three Thousand Seven Hundred Forty Dollars ($223,740) for year 2, and Two Hundred Seventy-One ThousandNine Hundred Ninety ($271,990) for year 3 as described in Consultant's Exhibit "A." City shall pay Consultant for its professional services rendered and reasonable costs incurred pursuant to this Agreement. No additional compensation shall be paid for any other expenses incurred, unless first approved in writing by the Director of Community Development or his/her designee. In the event Consultant's performance ofservices wouldresultinfees inexcess ofthe amountsetforthabove, Consultant shall notify die City in advance of such expenditure as soon as Consultant becomes aware so that the Parties may reach agreement on how to proceed. Consultant understands that absent an amendment to this Agreement, no additional monies will be paid to Consultant.

3.1 Consultant may be required to attend meetings at City Hall as necessary. Travel time between Consultant's office and City Hall shall not be billable. Consultant may request an exemption on a case by case basis, which shall be subject to City approval.

3.2 Consultant shall be paid in accordance with the schedule included in Consultant's proposal attachedhereto as Exhibit "A." City shall pay Consultantwithinthirty (30) days of receipt ofthe invoice

3.3 No payment made hereunder by City to Consultant, other than the final payment, shall be constnied as an acceptance by City of any work or materials, nor as evidence of satisfactory performance by Consultant of its obligations under this Agreement.

4.TERMOFAGRh',A',M?',NT ThisAgreementiseffectiveasofJanuary2,2023andwillremain in effect for a period of from said date or until project completion, with an option to extend this agreement for up to two (2) one (l)year terms on the satne conditions set forth in this agreement, unless othenvise expressly extended and agreed to by both Parties in writing, or terminated by either Party as provided herein.

5. CITY AGENT. The Director of Community Development ("Director"), or her designee, for the purposes of this Agwement, is the agent for City. Whenever approval or authorization is required, Consultant understands that the Director, or his/her designee, has the authority to provide that approval or authorization.

12.18.2022
126
Agreement for Professional Services
Avant-Garde, Inc.

6. CONFLICTOFINTEREST. Consultantrepresentsthatitpresentlyhasnointerestandshall not acquire any interest, direct or indirect, in any real property located in the City which may be affected by the services to be performed by Consultant under this Agreement. Consultant further represents that in performance of this Agreement, no person having any such interest shall be employed by it. Within 10 days, Consultant agrees that it will immediately notify City of any other conflict of interest that may exist or develop during the term of this Agreement or within ten (10) days of discovery thereof.

6.1 Consultant represents that no City employee or official has a material financial interest in Consultant's business. During the term of this Agreement and/or as a result of being awarded this contract, Consultant shall not offer, encourage or accept any financial interest in Consultant's business or in this Agreement by any City employee or official.

7. GENERALTERMSANDCONDITIONS.

7.1 Termination for Convenience.

7.1.1 City may terminate this Agreement at any time without cause by giving fifteen (15) days written notice to Consultant of such termination and specifying the effective date thereof. In that event, all finished or unfinished documents and other materials shall, at the option of City, become its property. If this Agreement is terminated by City as providedherein, Consultant will be paidthe totalamountofitsservicesperformedpriortothe terminationdate. Innoevent shall the amount payable upon termination exceed the total maximum comperisation provided for in this Agteement.

7.2 Termination for Cause.

7.2.1 City may, by written notice to Consultant, terminate the whole or any part of this Agreement in any of the following circumstances:
a. If Consultant fails to perform the services required by this Agreement within the time specified herein or any authorized extension thereof', or b. If Consultant fails to perform the services called for by this Agreement or so fails to make progress as to endanger performanee of this Agreement in accordance with its terms, and in either of these circumstances does not correct such failure within a period of ten (10) days (or such longer period as City may authorize inwriting) afterreceiptofnotice from City specifying such failure.

7.2.2 In the event City terminates this Agreement in whole or in part as provided above in Subsection 7.2.1, City may procure, upon such terms and in such

12.18.2022
10 127
Agreement for Professional Seniices
Avant-Garde, Inc.

manner as it may deem appropriate, services similar to those terminated.

7.2.3 IfthisAgreementisterminatedasprovidedaboveinSubsection7.2.1,Citymay require Consultant to provide all finished or unfinished documents, data, studies, drawings, maps, photographs, reports, films, charts, sketches, computations, surveys, models, or other similar documentation prepared by Consultant, Upon such termination, Consultant shall be paid an amount equal to the value of the work performed. In ascertaining the value of the work performed up to the date of termination, consideration shall be given to both completed work and work in progiss, to complete and incomplete drawings, and to other documents whether delivered to City or in possession of Consultant, and to authoied reimbursement expenses.

7.2.4 If, after notice of termination of the Agreement under the provisions of Subsection 7.2.] above, it is determined, for any reason, that Consultant was notindefault,orthatthedefaultwasexcusable,thentherightsand obligations of the Parties shall be the same as if the notice of termination had been issued pursuant to Subsection 6.1. above.

7.3 Non-Assignability. Consultant shall not assign or transfer any interest in this Agreement without the express priorwritten consent of City.

7.4 Non-Discrimination.

7.4.1 Consultant shall not discriminate against any employee, subcontractor, or applicant for employment because of to mce, creed, gender, gender identity (including gender expression), color, religion, ancestty, sexual orientation, national origin, disability, age, marital status, family/parental status, or veteran/military status, in the performance of its services and duties pursuant to this Agreement and will comply with all applicable laws, ordinances and codes of the Federal, State, and County and the City govemments, Consultant will take afflmiative action to ensure that subcontractors and applicants are employed, and thatemployeesaretreatedduringemploymentwithoutregardtotheir race, color, religion, ancestry, sex, national origin, disability, or age. Consultant will take affirmative action to ensure that all employment practices, including those of any subcontractors retained by Consultant to perform services under this Agreement, are free from such discrimination. Such employment practices include, but are not limited to himg, upgrading, demotion, transfer, recruitment, recruitment advertising, layoff, termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship

7.4.2 The provisions of Subsection 7.4.2 above shall be included in all solicitations or advertisements placed by or on behalf of Consultant for personnel to perform any services under this Agreement. City shall have access to all documents, data, and records of Consultant and its subcontractors for purposes of determining

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compliance with the equal employment opportunity and non- discrimination provisions of this Section, and all applicable provisions of Executive Order No. 11246 (relating to federal restrictions against discriminatory practices) is available for review and on file with the City Clerk's Office.

7.5 Insurance. Consultant shall submit to City, certificates indicating compliance with the following minimum insurance requirements no less than one (l) day prior to beginning of performance under this Agreement:

7.5.I Workers Compensation Insurance as required by law. Consultant shall require all subcontractors similarly to provide such workers' compensation insurance for their respective employees.

7.5.2 Comprehensive general and automobile liability insurance protecting Consultant in amounts not less than $1,000,000 for personal injury to any one person, $1,000,000 for injuries arising out of one occurrence, and $500,000 for property damages or a combined single limit of $1,000,000, with an aggregate of $2,000,000. Each such policy of insurance shall:
a. Be issued by a financially responsible insurance company or companies admitted and authorized to do business in the State of California or which is approved in writing by City.
b. Name and list as additional insured the City, its officers and employees. c. Specify its acts as primary insurance.
d. Contain a clause substantially in the following words: "It is hereby understood and agreed that this policy shall not be canceled except upon thirty (30) days prior written notice to City of such cancellation or material change."
e. Cover the operations of Consultant pursuant to the terms of this Agreement.

7.6 Tnrlt'mni&'gtinn. Tn the extent permitted by law, Consultant agrees to indemnify, defend and hold hamless City and/or any other City agency, including other employees, officers and representatives, for/from any and all claims or actions of= any kind asserted against City and/or any other City agency arising out of Consultant's (including Consultant's employees, representatives, products and subcontractors) negligent performance under this Agreement, excepting only such claims or actions which may arise out of the negligence, recklessness, or willful misconduct of the of City and/or any other City agency, or any third parties not acting on behalf of, at the direction of, or under the control of Consultant.

7.7 CompliancewithApplicableLaw. ConsultantandCityshallcomplywithallapplicable

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laws, ordinances, and codes of the Federal, State, County and City govetnments, without regard to conflict of law principles.

7.8 Independent Contractor. This Agreement is by and between City and Consultant and is not intended, nor shall it be constnied, to create the relationship of agency, servant, employee, partnership, joint venture, or association, as between City and Consultant.

7.8.1 Consultant shall be an independent contractor and shall have no power to incur anydebtorobligationfororonbehalfofCity. NeitherCitynoranyofitsofficers or employees shall have any control over the conduct of Consultant, or any of Consultant's employees, except as herein set forth, and Consultant expressly warrants notto, at anytime or inany manner, representthat it, orany of its agents, servants or employees are in any manner employees of City, it being distinctly understood that Consultant is and shall at all times remain to City a wholly independent contractor and Consultant's obligations to City are solely such as are prescribed by this Agreement.

7.8.2 Indemnification of CalPERS Determination - In the event that Consultant or any employee, agent, or subcontractor of Consultant pmviding services under this Agreement claims or is determined by a court of competent jurisdiction or CalPERS to be eligible for enrollment in CalPERS as an employee of City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of Consultantor its employees, agents, or subcontractors, as well as, forthe payment of any penalties and interest on such contributions which would otherwise be the responsibility of City.

7.8.3 Business License Required. According to Title 2.08.40 of the South Gate Municipal Code, a business license will be required priorto doing business within theCity,evenifthebusinessislocatedoutsideoftheCity. Verificationofavalid South Gate business license will be required prior to start of work and any fees associated with the acquisition or maintenance of such business license shall be the sole responsibility of Consultant.

7.9 Cnncultaui% rei,i*uu4

7.9.1 All services required under the Agreement will be performed by Consultant, or under Consultant's direct supervision, and all personnel shall possess the qualifications, permits and licenses required by State and local law to perform such senices, including, without limitation, a City of South Gate business license as required by the South Gate Municipal Code.

7.9.2 Consultant shall be solely responsible for the satisfactory work performance of all personnel engaged in performing services required by this Agreement, and compliance with all reasonable performance standards established by City.

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7.9.3 Consultant shall be responsible for payment of all employees' and subcontractors' wages and benefits and shall comply wiUh all requirements pertaining to employer's liability, workers' compensation, unemployment insurance and Social Security.

7.9.4 Consultant shall indemnify and hold harmless City and all other related entities, officers, employees and representatives from any liability, damages, claims, costs, and expenses of any nature arising from alleged violations of personnel practices or of any acts of omissions by Consultant in connection with the work performed arising from this Agreement.

7.10 Copyright.

7.10.1 No reports, maps or other documents produced in whole or in part under this Agreement shall be the subject of an application for copyright by or on behalf of Consultant.

7.11 Legal Construction.

7.11.1 This Agreement is made and entered into in the State of California and shall in all respects be interpreted, enforced, and governed under the laws of the State of California without regard to conflict of law principles.

7.11.2 This Agreement shall be construed without regard to the identity of the persons who drafted its various provisions. Each and every provision of this Agreement shall be constnuedasthough each ofthe parties participated equally inthe draffing of same, and any rule of constuction that a document is to be consttued against the drafting party shall not be applicable to this Agreement.

6.11.3. The article and section, captions and headings herein have been inserted for convenience only and shall not be considered or referred to in resolving questions of interpretation or conshuction.

6.11.4. Whenever in this Agreement the context may so require, the masculine gender shall be deemed to referto and include the feminine and neuter, and the singular shall refer to and include the plural.

7.17 ('nnntni',iarL 'rhis Agreement may be executed in counterparts and as so executed, shall constitute an agreement which shall be binding upon all Parties hereto.

7.13 Final Payment Acceptance. Constitutes Release. The acceptance by Consultant of the final payment made under this A@eement shall operate as and be a release of City of all claims and liabilities for compensation to consultant for anything done, furnished, or relatingto Consultant's work or services. Acceptance ofpayment shall be any negotiation of City's check or the failure to make a written extra compensation claim within (15)

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working days of the receipt of that check. However, approval or payment by City shall not constitute, nor deemed, a release of the responsibility and liability of Consultant, its employees, subconsultants and agents for the accuracy and competency of the information provided and/or work performed; nor shall such approval or payment be deemed to be an assumption of such responsibility or liability by City for any defect or error in the work prepared by Consultant, its employees, sub-consultants and agents.

7.14 Corrections. In addition to the above indemnification obligations, Consultant shall correct, at its expense, all errors in thework whichmay be disclosed during City's review of Consultant's report or plans. Should Consultant fail to make such correction in a reasonably, timely manner, such correction shall be made by City, and the cost thereof shall be charged to Consultant.

7.15 Files. All files of Consultant pertaining to City shall be and remain the property of City.

Consultant will control the physical location of such files dunng the term of this Agreement and shall be entitled to retain copies of such files upon termination of this Agreement.

7.16 Waiver; Remedies Cumulative. Failure by a party to insist upon the performance of any of the provisions of this Agreement by the other party, irrespective of the length of time for which such failure continues, shall not constitute a waiver of such party's right to demand compliance by such otherparty in the future. No waiver by a party of a default or breach of the other party shall be effective or binding upon such a party unless made in writing by such party, and no such waiver shall be implied from any omissions by a parly to take any action with respectto such default or breach. No express written waiver of a specified default or breach shall affectanyotherdefault or breach, orcoverany other period oftime, otherthan any default or breach and/orperiod of time specified. All of the remedies permitted or available to a parly under this Agreement, or at law or in equity, shall be cumulative and altemative, and invocation of any such right or remedy shall not constitute a waiver or election of remedies with respect to any other permitted or available right of remedy.

7.17 Mitigation of Damages. In all such situations arising out of this Ag+ement, the Parties shallattempttoavoidandminimizethedamagesresultingfromtheconductofthe other Party.

7.18 8everability. If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way.

7.19 Attorneys' Fees. The Parties hereto acknowledge and agree that each will bear his or its own costs, expenses and attorneys' fees arising out of and/or connected with the negotiation, drafting and execution of the Agreement, and all matters arising out of or connected therewith except that, in the event any action is brought by any Party hereto to enforce this Agreement, the prevailing Party in such action shall be entitled to reasonable attomeys' fees and costs in addition to all other relief to which that Party or those Parties may be

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7.20 Entire %rppnu'nt aaml AmcndmcuL. TliiS Agreement constitutes the whole agreement betweenCityandConsultant,andneitherpartyhasmadeany representationstotheother except as expressly contained herein. Neither party, in executing or performing this Agreement, is relying upon any statement or information not contained in this Agreement. Any amendments, changes ormodifications to this Agreement must be made in writing and appropriately executed by both City and Consultant.

7.21 Notices. Any notice required to be given hereunder shall be deemed to have been given by email transmission with confirmation of delivery and depositing said notice in the United States mail, postage prepaid, and addressed as follows:

TO CITY:

City of South Gate
Meredith Elguira,
D#ector of Community Dev.
8650 California Avenue
South Gate, CA 90280
Email: melzuira(2Jsogate.org
TEL: (323) 563-9566
TO CONSULTANT:

AVANT -GARDE, INC
Ana Marie LeNoue, Principal
807 S. Lemon Avenue
Diamond Bar, CA 91789
E-mail: [email protected]
WITH COURTESY COPY TO:

City Clerk's Office
Yodit Glaze,
City Clerk
8650 California Avenue
South Gate, CA 90280
Email: yglaze@,sogate.or@
TEL: (323) 563-9510

7.22 Warranty of Authorized Signatories. Each of the signatories hereto warrants and represents that he or she is competent and authorized to enter into this Agreement on behalf of the Party for whom he or she purports to sign.

7.23 Consultation with Attorney. Consultant warrants and represents that it has consulted with an attorney or knowingly and voluntarily decided to forgo such a consultation.

7.24 Interpretation Against Drafting Party. City and Consultant agree that they have cooperated in the review and drafting of this agreement. Accordingly, in the event of any ambiguity, neither Party may claim thatthe interpretation ofthis Agreement shall be constued against either Party solely because that Party drafted all or a portion of this Agreement, or the clause at issue.

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7. F,FFF,CTIVH, DATE. The effective date of this Agzement is January 2, 2023, and willremain in effect through and until pmject completion, unless otherwise terminated in accordance with the temis of this Agreement.
[Remainder of page left blank intentionally.]

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

CITY OF SOUTH GATE:

Maria del Pilar Avalos, Mayor
Dated:

ATTEST:

B7:

Yodit City Clerk
APPROVED AS TO FORM:

BY:

Raul F. Salinas, City Attorney
AVANT-GARDE, INC.:

Dated:
%22, pz"b

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EXHIBIT "A"

SCOPE OF SERVICES

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EXHIBIT A
i)*..
' {'lia: I
' 5 ti, 71
City of South Gate
Professional Services for Grant Administration of HUD Programs, Services, and Activities Related to
CDBG, HOME, ESG, and NSP
October 17, 2022
[email protected]
10 137
/'kVANT
CARDE

TABLE OF CONTENTS
SECTTON 1. EXECunVE StiMMARY
SECIION 1 PROFESSIONAL ffl
SECTION 3, PROPOSAL
SECTION 4. R.ESPONSE TEMP[ATE.-..-............,.,,.-.-..........-.......,........-.....,...,.,-........-,,....,.,......,..,,,...,-.-24 SECTION 5. REQulRED FORJ\4S
SECTION 6. WORK
,A,TTACHMENTS:.

APPEND[X l- SUPPLEMENTAL FIPJ!A QuALlFlCATTONS
APPEND[X {[ - SCOPE OF SERV!CES
APPENDIX l{I - PROJECT EXPERJENCE SHEETS

10.17.2022Ctty ofSouth Gate RFP - Pmfessional Services to AdmWster HllD Pmgrams 138
SECnON 1. EXECLlTiVE SuaY
iO.17.2022
22,-
City ofSoufh Gate RFP- Professtonal Servces to Admlnlster HUD Programs 139
Oclober 17, 2022
Cltyof8ouUiGate
8%OCallfornJaAvanue
8011thGate,(,A90280
eubjei: Reqt,mforPmposalsforProfeaslonal8emoesforGrantAdministrationofHUD Programs; Sen4m sndActhAUea Relatsd to CDBG, HOME, E8G, and N8P It b wlth great p that AVANT-GARDE submfts our pmpoaal to pmvkfe the (!ty of 8outh Gat with Pm%aalonal 8arvleea forthe adminlah'atJon ofthe Cg'a HLID a)BG, HOME, E8G, and N8P pmgrama. It is our goal to enmme that atl aamoes and reports ms hi oornpllanoe with all applkiabls HUD regulations and aubmtttedwtlhbi the required fime frarnu.

AVAI-aARDE waainmrporabm In 8eptamber2002 mid ourmrpmteoffl Is lo at 807 8.

Lemm Am, Diamond Bar, CA 917U. ADVAhCED AVANT C/(Rat- rtlRpnRATION dbaAVANT- aqRDE m 100% WOrna OaHfomla corpomion and I@ a waned mlnorlty bmlnm ems'prfae, woman minuss enterprise, fflaadvantagad bualnaaa *nterprls and smiill bWln#* vuluipi'kla (MFIP, WRE, OBI, 814
Ourteam of 22 has buntamong rsputatlon %r pmJdlng lnnavatiw and summul solutions fora number of pubk d ffttm past 20 yaaffl. We ham a auml h'am r i Program and Compllanoa Management mth aamraJ rnunlolpalRfea, IndudJ the C[tlai of aoidti @ate, Momo Vaffsy, EI Monte, Montebdo, Belffiower, Lynwood, Pasmlana, Jndushy, La Puente, Ploo Rhiara, Temple City, Baa Gardena, Cudahy, Alhambra, Rosemead, San Gabrtel, Montarq Park, Commerce, Manhatlan Baadi; Ventura, La Mlnada, Nomlk, Pems, Maywood, LADOT, LADWP, and Loa Angeles County MEmO. % offlar the tahvm d! some of the most a!dllad, aompbm managers, tnd admbilatmora, grant wltaml outmdi apedalm, and pmgragn managera m tm fmuaty, provkllng dfantswUh €nnovatiw and -d%gthresol on amdevariety JpmJeda }t has been AVANT4ARDffa plmiaune to work wtth the Ctty of 8outh Gate the last five years k'i pmvkllng aadatanoe wti program marmgetnent sennvs as kienfjfied in tide RFP, Glvm the opporlunlty, we feel bAVANT-GARDE team wlll pmw to be a oordlnued qluabla partna'a 'k> the (Ry ki meaty fta HUD lrementsi and goats, Toprovlde axwpUonal aemoes as outllned In the RFP, we prasanta qualgfiad and s@ertmoed team di pq managem eaah yeara of expgmoe in proring identlm) asvlom to CRtes thm5ghouk 8outtarn California. % tme ae$ied afirm prlndpal, Aria Marfa Ud'mua to aente as the ProJeat Repreaentathm. Me. LeNou* authOrkm tO make commltments for the firm. Thank you very mud € for your mnstderation. m look forwrd to meeting dh you to dm; our servim and the opporhinlty to mnUnue asrving youroommuntty.

Presklant/CEO
807 & Lemon Aye, F5ammd Bar, CA 9?7#
fal:909J395,7146 * fax.909A59,981 a www.og).corn.co
'23
140
SECTION l PR.OFESSIONAL TEAM ASSICNMENTS
To pmvide exoeptlona( services to the City of South Gate, we have compiled a highly qualified and experlenced team.

AVANT-GARDE undermnds the importanoe of malntainlng professionalmm while delivering exmpUonal customer servloe to all parties Invohied, indudlng administrators, city staff, residents, buslnesses, various ageng representatives, and elected officials. The proposed Team has outstanding communimtion and work skills. Ms, Montoya and Ms. LeNoue have sened as municipal employees prior to joining the firm. AVANT-GARD!= has a unique understanding and resped for the "City Hall culture' and have the ability to work In a team environment within a public atmosphere that is demanding and fast paoed. Furthermore, AVANT-GARDE has had the pleasure of aerving a variety of oommunitles and multi<uftural envlronments wTh great sucoess, To that note, Ms. Montoya, Ms.

Agullar, Ms. Lopez, Ms, 8antoyo, and Mr. 8anchez are bilingual In Eng)lsh and 8paniti, Our years of suc are dearly dependent on our Interpersonal skills and the ability to respactfully, clearly and oonclsely communimte both orally and In writlng,
AVANT-GARDE commits thgt the Program Directors have been with the firm sinm 2006, and they shall remain wfflh the firm for the term of the agreement. AVANT-GARDE oommtts to the best of qg ablllty that the proJeat managers and/or coominators shall remain with the fimi for the term of the agreement,
Utilizing the expertise of our team, AVANT-GARDE staff mll assist as follows:

Ana Marie l.eNoue - Oversee the pmjed, team, and all adivities; manage the CDBG programs; and cary out the grant applimtion qde induding partirJpating in Public Hearings, ooordination yvRh the CAC, holding an application workshop, and asslsting with the department budget preparation.

Lissette Montoya - Assist in the oversight of the projed, team, and all activities on an as needed basis; provide dlred contad with the City; provide fisml management oversite; ooordinate wRh Flnance to address tirneliness issues; address HUD findings and/or issues with any other related mmespondence w!tri HUD; rdmate efforts to prepare the Adlon PJan and CAPER; and manage the HOME programs.

Civttas, LLC - Prepare the 5-Year Consolidated Plan and Analysla of Impedimems to Falr Housing Choioes.

Melissa Agullar - Manage the general CDBG pmgram admlnimation aaUvitles and coordingte edYorts to prepareitheActlon Plan and C/U"'ER and any amendments.

Aknesa Ananlkyan - Manage tile,Ctty'a 1D18 database Induding set-up adtvities; revlae and fund advities; update ammpllshmenta am bensfldary Informaffon; and daarflags.

Program Coordlngtors am Assistants -Oversee data calledions; prepare envimnmental reporbs and enter in HEROS; oonduat publla servlm monitoring, site vlsits, evaluations, ffie management, and reimburaement review; tarry out grant appliaafion yale am review'ng applidons; prepare subredpfent qreements; monitor subnempienta to ensure complianm With HOD regulations; implement new grams, programs, and pmper§ rehabilRation; revlew and approve raimbursernent requests; and oondud meardi to provide tedinkal assmtanoa. 3 10,T7 m22Clfy ofSouth Gate RPP- FYofessioxl Services to Adminlster HUD Programs 141
Organhaflonal Chart
Ctt7*fSOuthGaf0
Ana Made L*Nous
Princlpal/Pro7ram Director
Ctvttai, LIC
Subconsultanf
Llssette Monfoya
Program Dlreictor '
Melbsa AguHg
Program Manager
Aknam Anmdkyan
Program Manaqer
Luuiu 5uiil*)'6
Program Coordinator
SummerMann
Program Coordinafor
David janchsz
Program Coordinator
Nununlhppy
Program Cooidin6tor
Clty of South Gate RFP - Professional Services 16 Admlnlster HllD Programi 10,17,202 '1'7 142
Years of Experience:
30+ years
Educotkzn:

B.S. Business
Management,
University of Phoenix
Aha Marie LeNoue
Principal / Proqram Director
Ms. LeNoue has 30 years of experienoe in municipal servim and has been with AVANT-GARDE sinm 2006. 8he Is the Presldent and C.E.O. of AVANT-GARDE. Me. LeNoue is >pable of overseeing the CDBG pubit servloe ageng program, Identffying and Implementing appropriate outreach efforts for the various elements of the Housing Program and assisting with the development of adminlstrmve deliverables such as the pmgram evaluation report, required staff and agenda reports, as wel! as other duties as assigned.

Ms. LeNoue established the company's foundgtion in municipal semm based on her extensive pmgram management experienoe that includes "17 years as a municipal employee managlng various capltai projects and pmgrams. She presently direds the mmpany's Community Outreach program, Grards program, and CDBG Sub-Recipient services. Ms. LeNoue is a versatile, dynamic, results-oriented leader wlth a strong track record of performance in high-pam and un:uety diallenging organizations. 8he utilizes keen analysis, insights and team approach to drive organizational improvements and implementation of sound practioes. Ms. LeNoue has superior interpersonal skills, capable of resolving mutuple and complex issues and rnotivating staff to peak perfomianm. She has an exoellent understanding of the politi>l culture and extensive admlnistrathre, operational, fisml and pmgram managementexperlenoe.

RELEVANT EXPERIENCE
Currently a member df the CDBG Management Team responsible for the Cities of Montebello, Lynwood, Pico Rtvera, 8outh Gate, EI Horde, and Bellflower Public Semms portmn of flie program inclus!ve of managing the sub-rgiplents, program marketing and facilitating presentations for various portions of their HIJD programs including Housing Rehabilitation Program, updatlng policies and promures, and providing coordination between HOD and City staff. Assisted the City of Momebello to reach HUD complianoe by overcoming numerous findings reoeived in previous program fiscal years. In 2020 she assisted Montebello, PICO Rivera, South Gate, EI Monte, Burbank, and Belffiower with the development and adoption of Consolidated Plans, Analysis of Impediments, and CPPs. Prsses CDBG and CDBG-CV Substantial Amendments, Annual Amon Plans, and CAPERs whlch included all related mmmuntty outreech and coordtnafan with City staff and community stakeholders. Cumently assisting with the program impmmentation of CDBG-funded COVID response amities includlng City- run Business Assistanoe Grards, Emergeng Rental and Utility Assistance, and Food Insezrtty pmgrams.

C{+Y ofSouth Gate RFP - Professional Services to Administer HUD Progmms 10.17,2022 5 2(, 143
Llssette jMontoya
Principa)/Prqgr=6ffi D'irec+or
Ysam of Expedence:
204- years
Ms. Montoya has more than 20 years of comprehensive expertise in pmjed management and analysis, funding management, grant administrat?on, and mmmuntty outreach programs. She is expemnm in issues impacting City Educatlon: governments and mntrad administration. Ms. Montoya is the Vi>-Presidsnt. and CFO of AVANT-GARDE. 8he has experlenoe in identifying federal am M@sfer of 'siness state fund allocation balanoes, programming funds, and administers long- AdmtnKfrOt10n - 1n 4rOCeSS-and-short range pmgrarns oonsistent wuh the economic zpablllties of the California State City, Ms. Montoya directs the Program Management team to ensure that PolytechnicUniversity, projeds are developed in azrdarx,e with policy and promural requirements, assists In determ!nlng ellgible projects for varkius funding POmona sources, and manages development and wpital impmvement piugiaiiib/puivblb riuii1 mnception to completion. Ms. Montoya has assisted B.S. Business Management,various agencies In performing a variety of analyses and studies to idemffy Califmia Store State and Federal flJndalng OpUOn8'i perfornled Ume-Cla(tal€Ell and confidential studies related to fiscal and admimstrative requirements of grant programs; Po'fechn'c Un'Ners'y asslsted In the grants so!icitaUon pmoess; planned and coordinated the Pomona implementatlon of awarded grants to ensure that the CRy was in compliance with appll>ble laws and regulations, and monltored'and audited grant

4.4. Genera( Studies, eXpen8e8, Under her dlreiion, our team has successfully monRored fedsral and state funding for munldpal agendes thmughout Southern Californla and Moun' San An'on'o written grants to secure over $483.1 million In fundlng for government College agencies.

Profesdonal Affillafflors:

Nattnal Women Polfical
Caucus- LA Metro
National Association of
Professional Women

RELEVANT EXPERIENCE
Ms. Montoya has worked with several munlcipalities under wntrad to assist with managlng HUD funded programs: CDBG, CDBG-CV, HOME, ESG, E8G-CV & NSP programs. Ms. Montoya has experlenoe in strategic plannlng to ensure that programs/projeds are meeting National Objedives and Implement in amrdanoe mth the regulations established by each program. She serves as pmJed liamon with HUD and has participated 'in audb with HUD and is well versed with the requirements set forth by HUD.

This Includes reviewlng expenditure reports and oommitment repoits for pmgrammed amvities and administration of 1015. She has prepared Aaion Plan's, and CAPER's to ensure the meet the goal of the Consoldated Plan and asslsted with the publk, hearing process for amendments. 8he has provided oversight for development of sub-rempient agreements as well as monitoring for Community Housing Development Organizations (CHDO) qualifi>tions and iiiiplt,iuoiilsLiuii or Capital Improvements programs including Section 3 monRoring and Davis Bacon Compllanm. Relevant City Experience !ncludes: 8outh Gate, Riatto, Pico Rivera, Lymvood, Bellflower, Moreno Valley, Montebelfo, EI Monte, Temple City, BeO Gardens, La Mlrada, Perris, Bellflower, Palm Springs, Cathedral City and Pasadena. 6 10.17 .2022City of South Gate RFP - Professional Services to AdrnInlster HUD Programs 144
Yeam of Expemnce:
104-years
Educatlon:

MLIS Candidate,
San Jose State Universify,
CA
B.A, English,
Scripps College,
Claremon+, CA
Mel €ssa Agullar
Progtom Manager
Ms. Melissa Aguilar has over 10 years of experienoe in Federal and local programs. Ms. Agullar has extensive experience in the non-profit semor with a focus on youth workforce development programs. Her duUes have included program development, Implementation, management, data validation, subrecipient management, staff management, and mmpllance. Ms. Aguilar's role in AVANT-GARDE includes project manaqement related to Capital Improvement ProJeds (CIP), Community Devel6pment Block Grant (CDBG) and HOME funded housing rehabilitation programs. Ms. Aguilar's role in this program will include overall program management, quality assuranoe, staff management and training, monitoring of files, compliance maintenanoe, reports, and assisting on an as-needed support basis.

RELEV ANT EXPERH:NCE
City of Cudahy
Coordinates projed activities for the City's CDBG and CDBG-CV pmgrams, Monitors CDBG-funded proJeds, adivmss, and sub-rmpmts to ensure grant performanoe and oomplianoe are met Pvpares and submits nemsary reporting into the CDBG portal. Assmts with the preparation of City and HUD-required reports for submission. Develop and Implement CRy- ran Emergency Renta) Assmtance program, which indudes mating program polides and pmmures; geating trackers; program applk,don and Theckllst; quafity review of appliztlons befone submlffing to be pmed; regular std check ins; and maintain wmplianoe. On behalf of the City, Implemented the Los Angeles County Rent Refief Program, Duties for Rent Relief inc!uded program oversighi assigning wses to case managers; quality revlsw of applications for ellglblltty, errors, and conaistenq; lead team meetings to dlscuss pmgrsss, goals, updates, traintng, and expedations; data entry, coordination, and validation; and maintain overall compliance- As part of the program, helped facilitate over $1.1 million in rental asslstanoe payments,
C%ofSouthGate
Assists with the preparatjon of the Annual Adion Plan, CAPER, ConPlan and other City and HUD-required reports for submission. Monitors CDBG and CDBG-CV funded projects for program performance, budget, and complianoe management. Led build out of programs sudi as rental assistance and building asslstance, which included creating program documents like Thecklists and applmtions; subre6pient tralning, management, techniaal assistanae, and compliance oversight.

C% of E/ Monte
Provldes support to CDBG projgts, including setting up and providing overslght to a business asslmnce program and zntal assistanm pmgrarn, Assi8t8 with the preparation of the Annua) Adion Plan, CAPER, ConPlan and other City and HUD-requlred reports for submisskin. Responslbilbs for program assistanoe and oversight includes pmgram developmenl whk,h included creating pmgram documents like die*lists, application, and 7 10.17,2022City ofSouth Gate RFP- Professional Servk:as to Adminlster HUD Pqrams 145
policies and procedures; training, management, technical assistance, and compllanoe,
Clty of Plw Rgvwa
A88i8t8 with the preparatlon of the Annual Adion Plan, CAPER, ConPlan and other City and HUD-required reports for submission, Monitors CDBG and CDBG-CV funded projects for pmgram performanm, budget, and compllanoe. Assists with oomplianoe oversight, subreclplent management, and tedink,al assistance.

CltyofLynwood
Assisted in tradting the progress of priority Capital Improvement Projeds, Coordinated and prepared ad hoe wmmittee meeting supporting documentation. Created and malntained tools to monitor projed progress.

Youth Policy /nsfftufe
As an Assistant Diredor, was responslble for developlng, Implementing, managing, and executing seven federally funded contmds. Was responsible for staff management, program development, ure. managemem, and implementation. Created and implemented program policies and prures, and maintained oompllant participant files. Prepared quarterly peformanoe reports, and prepam documents for all federat monitoring visits. 8 10.17,2022Clty of South Gate RFP - Professiona! Servicm to Admtnister HUD Programs 146
Aknesa Ananlkyan
ProgromManager
Yeam of Experience
5+ years
Ms. Aknesa Ananikyan has over 5 years of experienoe in Federal and local programs and has been with AVANT-GARDE since 2021 Ms. Ananikyan has extensive experienoe in the public sector with a focus on sodal serviae Educallon prOgrams* Her dutles have included pmgram devekipment and implementation, pmgram management, data validation, subreclpient " Public management, std management, and complianoe. Ms. Ananlkyan's role in Adminlsfratlon, Catifornia AVANT-GARDE includes projed management related to Community State University, Development Block Grant (CDBG) and HOME funded housing rehabilitation Northridge PROGRAMS. Ms. Ananikyan's role in this pm@ram mll include overall programmanagement, quality assurance, staff management and training, oompliance maintenance, and assisting on other items as'needed.

B,A, Sociology,
California State University,
Fullerton RELEVANT EXPERIENCE
C% of ad/flOWeF
Coordinates projeat aativlties for the City's CDBG pmgram. MonRors CDBG- funded projede, adivities, and sub-recipients to ensure grant perfomianoe and oomplianoe are met. Prepares and submits required reporting into the HUD Integrmd Disbursement and Information System (JD18). Help update policy and promures and Implement City-ran Emggenq 8ental Assistance program, which inaludes cregting trackers; pmgram applkatlon and d"e*list; quality review of applications before submitting to be processed; regular staff d'ieck Jns; and maintain compliance. Duties for Emergency Rental Assistanm program also inc!uded program oversight; assigning cases to case managers; quality review of applimtlons for eligibility, errors, and wnsistency; lead team meetings to discuss progress, goals, updates, tralning, and expectations; data entry, coordingtlon, and validatlon; and maintain overall mmpliance,
Clty of So Gate
Assists with the preparation of the CAPER and HUD-required reports for submlssion. Revm CDBG-funded aprojeds, set- up adivltles In 1018, and ooordinate w'th City's finance department to prepare for reimburaements fmm HUD,
City ofMontebello
As818tS wmi the preparation of the Annual Action Plan, CAPER, Consolldated Plan and other City and HUD-required reports for submtaslon to HUD. Prepared Notioe of Funding Availability, prepared aubreclpient technical workshops, reviewed subreclpient applk,ations for request forfunds and Requests for Relmbursements. Prepared and maintained subrecipient files Monfflored expendltures and program budgets. Pnepares and submits required reporting into 1D18. 'Completed grant proposals and prepared Requests for Bids.

City of Rla/to
Assists with the preparation of 8ubstantial /Vnendments of Annual Adion Plan, prepare Staff Reports and Public Notiws. Submission of CAPER to HUD. ResponsibilHies for program assistance and oversight includes leadlng pmgram build out of rental assistance and business ass)stanoe program, 9 10.17.2022
30 aty of South Gate RFP - Pmfesslonal Services to Adminlster HUD Progmms 147
which included creating program documents like checkllsts and application; subrecipient training, management, te*nical assistance, and compliance oversight. Prepares and submits required reporting into IDIS.

City of Pico Rivers
Review CDBG-funded projeats, set- up aaUvities in IDIS, and coordinate with City's finance department to prepare for reimbursements from HLID.

ARPA
Responsible for Amerizn Rescue Plane Act (ARPA) mmpiiance. Prepare program guldelines and applications for rental, business, childcare, and burlal assistanoe programs.

Los Angeles County
As a Los Angeles County employee, was responsible to ensure program compliance with a!l Federal, State, and local laws and regulations. Prepared and maintained particlpant files. Provided case management. Was responsible for systeni development, imp)ernentation, and training of staff.

Worked close(y with the Lag Angeles Homeless Setvices Authority (LAHSA) and Veteran Association (VA) to establish housing for homeless veterans. 10 10.1 7,2022City of South Gate RFP - Professlonal Servlces to Administer HUD Progroms 148
Laura $antoyo
Progrom Coordinator
Yeags of Experience: , . ,
Ms. 8antoyo has ffteen years of experience in admintstrahve and program 15+Yeaffl services. Her overall experienoe indudes project management and coordination for CDBG and HOME programs,
Educd'on: Before jolning the AVANT-GARDE team, Ms. 8antoyo worked with the O!dtimers Foundation in coordinating the NutrRion Program. She was B.A. Sociology and responsible for attending meetings and trainings, supenising quality oontrol Sponish, University of of the kitchens and their staff, procuring food and supplies, and inputting ' enhies into the LA Get (,am dotabase.California, Santo Barbara Ms. Santoyo has assisted in completing tasks related to both CDBG and HOME funded housing rehabilttation programs. Her mle on this projed wl(l Include proper maintenance of the program files, site inspedons, qualifying app!icants, and asslsting Uie Program Managers on an as needed support basis.

RELEVANT EXPERIENCE
CltyofCudahy
As8iSt8 with the CDBG Housing Rehabilitation Grant Program in the City of Cudahy, by reaching out to potenUal appllmnts, inmme qualtfying applicants, performing site inspedons, preparing workwrne ups, drafting bid invttdons, reviewing bids, and promsslng grant documents in acoordanoe wtth program guidelines and proures,
As8iSt8 with the Rent Relief Program in the City of Cudahy In collaboration with Los Angeles County, Reviewa appllztions and verifies data from ellgible applicants, Prooesses tenant and landlam appliotlons, reviws and uploads documents into the Carelinq County Program and submb domments to payment.

Cifies ofMontebello & South Gate
Assists with the HOME Housing Rehabilitation Loan Program in the Cmes of Montebello and South Gate, by reaching om to potentla( applicants, inmme qualifying applicants, performlng site inspemlons, preparing work write ups, drafting bid invitations, reviewing bids, and prooesstng loan documents in azrdanoe with pmgrarn guidelines and prooedures.

Clties of Be//flower, Niontebello, /'fco Rhrera & Souffi Gate A8818t8 mth CDBG Subreclpiem compliance and reviews In the Cities of Bellflower, Montebello, Pico Rivera and South Gate, Revmws 8ubreciplent applications and colleots required dommentation *om subreThpients azording to HUD requirements. Revmws subrglp)ents Requests for Relmbursements and makes sure fundlng cities are provided required backup documentation to support requests on a quarterly basls. Maintains subrecipient files and conducts monitoring visits per HUD requirements.

Organizes files and prepares them for HUD monitoring. 11 10.17 .2022City of South Gate RFP - Professional Sermes to AdmTnlster HUD Programs 149
Norma Lopez
Program Coordinator
Years of Experience:
3+ years
Ms. Norma Lopez has three years of experience in Federal and local programs. Ms. Lopez has worked whin the reaim of City PJannlng and Economic and Community Development for the City of Ontari6 where her Educatlon: duties indudm conducting qualitative and quantttative research, analyzing and interpreting data and statistlo, and preparing std reports, end B-S-(nUrbanandReg*I0nalrev1ewinggranlproposa1sa
Plann'ng "h u'an Des'gnAs a Program Coordinator, Ms. Lopez works In mnJunmlon wlth the project O'nflon - canfom'a S"fe managers of the oompany and senres as a liaison to provide support on POIYfOChnlC Univers11Y+ various projects. Ms. Lopez assists by writing grant pmposals, asslmlng in Pomona a determlning eligible projem, am providlng advisement of program requirements. Ms. Lope also assists in the sumssful administration of funding requirements and program management. Her responsibilities have included interfacing with Federal, 8tate and Local Agencies to define, develop and manage projed scopes, schedules, and oooperative agreements.

After assisting the in developing a strong project plan thm best meets the goals and objedives ofthe grant, Ms, Lopez utilizes her gran%writing skills to create narratlve with clear, specific mnguage wt*,h focuses the reviewer's attention and increases the liks[lhood of fundlng the proposed projem. Ms.

Lopez is adept at researching informaUon to assist in her development of proiect narritive and building a strong argument for a competulve pmjei.

RELEVANT EXPERIENCE
Avant-Garde, //)C,
* Assists wRh the preparaUon of the Annual Action Plan and other reports for submission to HUD
* Revisws CDBG funded projem bid speclfications to ensure oompfianoe wttti all appflmble Labor Complianoa and Federal regulations. * Reviews and analyzes bid proposals for CDBG related projeds * Condu*monitoringforHOMEfundedrentalprojem.
* Monitor projeds and adlvitles of internal departments and sub-rgipient agencies to ensure complian> with Federal regulations * Assists in creating, hnp!ementing, and reviewing guidelines for loml pro@rams to ensure complian> with HUD and CDBG regulations. * Prepares staff reports and presentaUons for pmjsds and programs that require Council appmval
* Prepares Environmerdal and Histork, Preservation dearances for CDBG and HOME funded projects under HUD Gublines for multiple lomi agencies. (HEROS experienoe)
o Currently providing support services in the City of Rialto, Palm Springs, Pico Rivera, Bellflower, and South Gate.

CityofOntario
s Conduded Geographic Information System (G.1.8.) analysis and researdi for the Planning Department and Engineering Department, Mobility Dtvlslon
12 iO.17.2022City of South Gafe RFP- Professionat Ses to Admktlster HUD Progr:tms 150
* Applied the City's Planning Policy into pradoe fmm sue visits, plan Thecks, to planning entitksments
* Processed appllutions such as zonlng clearances and modifiwtion permb
* Provided information and assisted public constituents and other employees regarding development standards
* Coordinated and attended mmmumty outneach meetings

10.17.2022
3i
City of South Gate RFP - Professional Services to Administer HUD Programs 151
Summer Mann
Program Coordtnator
Yeam of hperience:
5+ YearS
As a Program Coordinator, one of Me. Mann's main nesponsibilities Is pmviding labor compliance gervioes, She has worked in conjundlon with the projed managers of the company and served as a fiaison to provide support on various labor compliance projem.

Ms. Mann enforces labor compliances regulaffons by means of conduding on-site inteviews of employees and calulatlons of prevailing wages appropriate for job clasgifivtions and duties in azordan> wlth State or Federal labor laws. Ms. Mann also follows up with projed contradors to ensure timely delivery of all requlred documents. Ms. Mann also monitors contracts to ensure that all applicable DBE and labor complianoe requirements and mandates are adhered to, prepares com.spondence, conducts desk audits of compiiance dooments and mrdrdor submlttals, pnepares management reports, prepares non-mmpllanoe noti>s to efFeduate contactor complianoe and prepares close-out reports. In additLn, she also assists in bid evaluations and participates at pre-bid and pre- mnstruction conferenm and/or meetlngs as needed to revlew contrador complianoe obligations.

Ms, Mann has assisted in Implementing rehabilitation loan programs and assured oomplianoe wdh federal and local guidelines. Her duties have induded monitorin@ and partk,lpating In the bid proms; reviewing bids that are submitted for rehabilitation and new construction projeats for complian> mth app!ication guidelines; managing rehabilitation projects and prevalling wage oomplianoe; and negotiating construction oontram.

RELEV ANT EXPERIENCE
City ofMoreno Valley
Ms. Mann manages the City's Critical Home Repair and Mobile Home Repair Programs by monitoring the proJeds, managing files, and reviemng and approving reimbursement requests.

LDS Angd €;k8 M4a#0pObfall J;uu*Hwjvl!un Aujh04 (MTA):
* $244M - Westside Purple Llne Extension Project - Adv. Utlltfy Relocation for Section 3
* $431.77M - Divislon 20 Portal Widening Tumback
* $1,9M-PavemenfReplacemen+-DMsion7
* $3.2M - Immedlafe Remediat Meosures for DMsion 5 Re- Rooflng and Divtslon 7
* $3,2M - MBL & MGL Fire Alarm and Flre Suppression Sysfems Refroflt
* $67.9M - MBL Track & System Refurbishment
* $1.9M - Construction of Cesar Chavez Transit Pavilkin Clty of Alttambra
* $i.8M CDBG - Almansor Park Improvement Project
* $129kCDBG-OpenSpacelmprovements
14 10.17 .2022
3'5
Ci+yof South Gate RFP- ProfeasionalServlces to Administer HUD Programs 152
$276k CDBG - Alrnansor Park Reld Lighting Prolecl
$453k ADA tmprovemenfs project
$38K Emery Park Restroom Rehab
$34K Lindaraxa Park Pillar Reconstruction
$325K Street Improvements
City of Commerce
* $719kSidewolk&TSlmprovementProject
Clty ofaeff Gardens
* $1,iMCitywideSafetyEnhancement
@ $257K Gage Ave Rehab
* $480K HSIP Cycle 8
City of Cudahy
* $289kClaraAndCudahyParkRes+roomRehab
* $233K HSIP Cycle 6
Cffy of Hermosa Beach
* $161KCDBGADAlmprovements
City of EI Monfe
* $1.2M Downtown Publlc Parking Improvement Project
* $800k Fletcher Dog Park
City of Hunf/ngton Park
* $3.7M Pacific Blvd Improvements
City of La Mkada
i $230k CDBG Funded Neff Park Historical Restoration CFfydtynwood
* $277kLongBeachBlvd/I-105F-wyln+erchangeCurblmprovement * $913k L!lita St & Eve Ave Storm Draln, Sewer, Street Improvements * $496k Yvonne Burke Playground Renovation
@ $689k Olive St, Lynwood Rd, McMi)Ion St Improvements
* $5,5M City Ha)! Annex
h $3.6M Long Beach Blvd., Phaie I
* $3.1M Long Beach Blvd., Phase 2
* $371KBatemanHallRoofReplacement
* $410kStreetlmprovementProject
* $644k CDBG Funded Street and water main Improvement
* $181KFertileStlmprovements
* $1,lMPalmAveStme+andWaterlmprovements
* $929K V:ginia Aye Street Improvements
* $919K Various Skeets Pavement Rehab
* $326K Parking Lot Improvements
* $7.3M Go.Green Energy & Solar Project
* $618K Hulme Ave Street Improvements
* $1.7M CDBG Street and Water ImprovementS
* $795K City Hall Improvements
* $2M ATP Communl+y Linkage
15 10.!7.2022
3(/
CHy ofSouth Gate RFP - Professionol Sernces to Admtnlster HIJD Programs 153
$437K Bullis Road Street Improvements
* $782K Capistrono Ave !mprovemenfs
* $824K Emergency Generator Project
* $829K Duncan Ave Improvements
* $1.6M Louise Aye Improvements
* $300K Palm Ave Improvements
$1.2M Birch Street and Water Main Upgrade
* $i7M Beechwood Street and Water Main Upgrade
* $95K SUewalk Improvemenb
* $108K Emergenq Reservoir
* $393K T-Ball P'ark
* $115KThorsonAveWaferLine
* $4511K CitywIde slury Seal
* $754K SCADA Upgrade
* $121 K Water Distribution Sample Station
City ofMontebello
@ $5.8M Mon+ebello Blvd Bike Lane & Sidewalk Improvements * $'l.8M Bus Shelter Improvement
C%ofSouthGde
* $369kCDBG-SeaborgHouseRelocaflon
San Gabrkl nffS"bs Wvdbt Cuinuullyb
* $1,2M Wa+ergafe lmprovement Project
Clty of South B Monh=
* $609K Peck and Rush Trafflc Signal and Light Modification a $77K Sentr Center Restroom Renovotion
City of West Covfna
* $230k Senior Center Res+room Renovation
City ofPko Rlvera
* $87k CDBG - Durfee Ave ADA Ramp Improvements
* $108kCDBGFunded-CommercialFagadePhasell
* $44k CDBG Funded - Commercial Fagade Phase Ill
* $92k CDBG Senior Center

10.17.2022
.37
City ofSouth Gate RFP- ProfessionalServtces to Administer HUD Programs 154
David Sanchez
Program Coordina+or
Years oT Experience:
3+ years
As a Program Coordinator, Mr. Sanchez assists the CDBG and housing rehabilitation team by conducting property inspections and preparing work write ups as well as performing labor complianoe activities such as condudng on-site interviews and various other job duties in accordance with State and Federal Labor Laws. Mr. Sanchez also follows up with project contractors to obtain all nemssary documentation in a timely and complete manner, Mr. 8anchez has provided housing rehabi[Rat)on and labor complianae services on more than 20 projects,

RELEVANT EXPERIENCE
Houslnq Rehabilitatlon Experience
A8SiSt8 with CDBG and HOME Housing Rehabilitation Grant and Loan Programs by reaching out to potential app)k,ants; determining homeowners eligibility; meeting with applk,ants to review and sign neoessary documents; peforming site inspedions, monitoring and evaluating constniation and remodeling work: preparing work write ups and specifications, cost estimates, and change orders for rehabllttaUons work by contractors; drafiing bid invitations, reviewing bids and establishing and maintaining projed files to ensure documsntaffon complies with HUD requirements and CRy's program guide!ines and procedures.
* City of Montebello - HOME funded
* CltyofCudahy-CDBGfunded
* City of Rialto - CDBG funded
* City of Rosemead
h City of EI Monte
City of South Gate - HOME funded
Comtnercial Fagade Improvemem Experlence
Assists with CDBG Grant Programs by reaching out to potential applicants; determinJng business owners eligibility; meeting with applicants to review and sign necessary documents; performing site inspections, monffloring and evaluating construcUon and remodeling work; preparing work write ups and specifications, cost estimates, and change orders for rehabilitations work by contractors; drafting bid invitations, reviewing bids and establishing and maintaining project files to ensure documentation complies wlth HUD requirements and City's program guidelines and procedures. * Ctty of South Gate - CDBG funded
* City of Lynwood - ARPA funded
Labor Compliam,e
A88iSt with coordination of on-site interviews with prime and subcontramors and perform other duties as assigned.

Los Ange/as Metmpo//fn Transporbfion Authority (MTA):
* $431,77M - Division 20 Portal Widening Turnback
* $1.8M - Building 3 Emergency Generator Replacement 17 10.17.2022City of South Gate RFP - Professional Services to Administer )-Il)D Programs 155
CNy of j"/ Mr>nte
* $48K Budget Inn HVAC
* $39KaM Motel Mold
* $lMRegionalBicycleCommuterAss
h $43K Projd Homekey Termite
* $964k - Budget Inn Rehab Phase I
* $289k-BudgetlnnRoofReplaoement
@ $4.2M - Ramona Blvd Street Resurfacing
C/fy of Lynwood
- $295KH81PCyt,le6MLKBlvd
* $650KCDBG8anCarios,SanJuan,SanVlnaentetalmprovement
* $498K Yvonne Burke Playgmund Renovation
* $2.3M - Alberta Pavement Rehab
@ $676K - AMI Base Station Installation
* $28K - Drywell Instalmtion
* $289K-Wel(")9Rehab
* $2,5M CDBG Agnes Ave
* $49ek Yvonne Burke Playground Renovatkin
* Alberta Pavement Rehab
CJdof8ouUhCiah
* Various CDBG funded aommerdal fagadei pmjem
City of South EI Monte
* $614k CDBG 2020 R@sldentlal Street Rehabilitation
* $800k 8anhi Antta Traffic Signal Modffication
Cityd CuhterC%
* $2.8M-LaBallona8RTS
City of Commerce
* $1.25M Traffic Interconned System Llpgrade
Citl uf ATuujtu uy Vuk
* $'l.1M-Traffic81gnallmprovementsProjectHSIPCyde7
CityofRiaito
h $7"iOKHSIPCycle7ProtededLeflTurn8klnal
* $1.3M CDBG Building 300
* $129K CDBG Curb,Gutter and Sidewalk Improvement
CNy of Temple C/ty
* $2.4M Primrose Park
CHy of West Covina
* $201K CDBG Friendship Park
* $').86M CDBG Residential Street Rehab
18 10,17.2022
3o)
City ofSouth Gate RFP- Professlonal Services to Administer HUD Programs 156
Erich Chatham
Monaging Partner (Civ!tas, LLC)
Years of Expedence
16+ years
Mr. Chatham Is a founding partner of Civttas. Hs has worked on economic and community development projects with local governments, for-profits & non-profits across South Carollna, North Carolina, F!orida, Georgia, South Carolina and Texas. Erich serves as a national technical assistance provider Educa'on for the US Department of Housing and Urban Development and Is a HOME M.A. Public Administration, Certified Specialist. In his role as a HUD TA provider, EriCh tlEl8 WOrkeid The College of Charleston, extensively throughout South Carolina and is currently working with the sc grantees in Pennsylvania, Texas, Florida, Mlchigan, Colorado, Utah, andWyoming. He has conduded numerous IDIS and DRGR training workshops includlng rsoent trainings for the eCon Planning Suite.

B.A, History
Oglethorpe University,
A+lania, GA
Jlmmy Ardls
Manoging Partner (Clvitas, LLC)
Years of Experience
16+ years
Mr. Ardis is a founding partner of Cmitas. As an estab(ished public policy researcher, project manager and GIS analyst, Jimmy brings a powerful mix of collaborative and analytical skllls. He has extensive experienw across the community development field, Includlng: grant wrRlng, public-private EdllCaflOn partnerships, non-profit capacity buitding, and program compliance. Jimmy is M.A, Public Administration, a national technical assistance provider for the U8 Department of Housing 75B College @j (,§a(le51(y), and Ur5an Developmenf and 18 a HOME Cerklflm Specialist, He is an expert sc In HUD Consolidated Planning and Analyses of Impediments, as well as HUDEnvironmental Reviews. Jimmy has a partk,ular interest in sustainable, human-smled urbanism and brings a passion for creatlng healthy )iving B.S. Business Administration,environments to all of his projects.

Unfvers(tY Of Mamand Before working as a community development mnsultant, Jimmy worked as a University College research agoclate at The Riley Center for Urban Affairs and Pollcy Analysis at the Col!ege of Charleston. He began his career in the United States Air Foroe, working in the aviaUon and emergency management fields. Jimmy studied Business as an undergraduate at UMUC while living in Turkey, and went on to earn a Masters of Public Administration at the College of Charieston in South Carolina. Jimmy wi!l serve as the report and data analysis lead and will be involved in all aspem of the projed dellvery.

A.A, Science In Aviation
Technology, Community
College of the Air Force,
Maxwell, AL
19 C§ Of SOuth Gate RFP - Professional Services to Administer HOD Programs 10,17,2022 157
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$ ?30
Hours Rate
$ 110
Hours Rate
$85
Hours Cost
Ongoing Administrition of CDBG Program: IDIS, Finance Coordination, HUD correszondana.; file prep for HIID
audm; reports; drawdowns; NEPA docs; public notices, staff reports; annual budget; staff meetings; Davis Bacon and Section 3 reporting; cornmeriail facade
administration;communitydevelopmentrevmiization 520 $ 57;500 5z4 5 5B,54@ 780 $ 55300 1,924 ' $ 202,540_00 Ongoing Administration of HOME Program: IDIS, Finance Coordination; HUD correspondance; file prep for HOD audm; rsports; dmwdowns; HOME affordable
developmerit program support ; adrnintstrition of
'o"ing ""a" program 156 $ 20,280 208 $ 22,880 624 $ 53,040 988 . $ 96,200.00 _ __ Sub-Totals 676 $ 87,880__.0. 832 $ .91520 1404 $ 719,340 2,9!2-$ 298,74Q.-0; ,/'(VANT
City ofSouth (e RFP - PzfessionalServTces to AdmTn[sterHUD Programs

10.17.2022
158
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Hours Rats
$ 130
Hours Rate
$ 110
Hours Rate
$ 85
Houm Cost
Ongoing Administrition of CDBG Program: IDIS, Finance Coordination; HUD correspondanoea, file prep for HUD audits; reports; drawdowns; NEPA doc; public notices, - s!aff reports; annual budgsl staff meetings; Davis Bacon and Section 3 reporrx;); commeriail facade
administration; cornrnuntty deW!lopment re!AtatfZaBOn 5;_0 5 67,600 624 $ 68,640 780 $ 66,300 1.924 . $ 202,540.00 Ongoing Administration of HOME Program: iDIS, Finance Coordinatiorr, HUD oorrespondancea, flys prep for HOD audits; reports; drawdowns; HOME affordable
development program support ; adminlstration of
housing rehab program
156 $ 20,280 208 S 22,880 . 624 $ 53,040 988 $ 96,200-00 Eve Year Consolidated Plan &AI, firstyearAction Plan 2025-2030 200 $ 26,000 125 $ ?3,750 100 $ 8,500 425 $ 48,250.00 ..__________ ._3qb-Tq;ls__ 876 $ _ 13.3_, p57 _$ 10_5,,:7_0 ___1,p__§_ 223, 3,337__!__ Hts,ggo.o Hours maybe intercffi'nged among-st-stafFba's-ed-:;nthe-ne;ds-iderenand'avai(a-biltty-ofaty-fu-nd7 - '---" - "--- - " -'- No addttfonal cost> will be bil(ad to the-Etty;-suc-h as 'h'gvel, duplication of rnatsria[s, brnd;ng, 'mailingetc-- - (Jy ofSouth Gate RFP-%fesslonal Serncai to AdmTnkfer HUD Progmrns 10-17 J22 159
.- !fnNifl 1! ffi='!W==f rJ
gii'was -rv Olfflll iJINIMII i*
!!t'FIFm ' ffil ix pirzir z i- II a3 'li 'rlThTl!aH ProgramDiredor $ 130 686 $ 89,180.00
ProgramMarmger $ 110 842 $ 92,620-€10
ProgramCoordinator $ 85 1444 $ 122,740-00
Sub-'Totat . 2972 $ 304,540.00
TOTALPERSONNELCOSTS $ 304,540.00
"T he hours per year haw been quoted based on the RFP; hours may be interchanged amongst miff bised 'po addional cosFs will be billed to fie City; rush ?S __trawl dkip'icat'on af rqatsrials, binding, mailing etc. s __x fflll lllllllffl. . _ ff ffl €
iq.i aia qaaips all)i- . .YPThNll Ylll'll i' 01#l01i rffi ll-l 'i i irlT 'II I '-l If irl1-161-rlffi ProgramDirector $ 130 676 $ _ 87,880-00.

ProgramManager $ 110 832 $ 91,520.00
ProgramCoordinator $ 85 1404 $ 119,340_00
Sub-Total 2912 $ 298,740.00
TOTAL PERSONNE[ COSTS $ 298,740-DO
IQiffi- lf -IIIPI!@@J!II!aii
IWj . .Wli liklKf'DaW'!l
i4FFmff ' I i i , ga Ijl I ffi 11- irl 1-II I I -l-I axaa-at-raa*-rr ProgramDiredor $ 130 876 $ 1.'T.3,88_0-00
ProgramManager $ 110 957 $ 105,270.00
ProaramCoordinator $ 85 1504 $ ?27,840.a0
Sub-Total 3337 $ , 346,9€10.00
TOTALPERSONNELCOSTS $ m,ggo.oo _
Oty ofSouth Cde RFP- Professior<l Servzes to AdrnrnMer HljD Programs to.tz.2022
160
SECnON 4. R.ESr'ONSE TEMPLATE

10.17,2022
't'l
City of South Gate RFP - ProfessJono} SeMces to Administer HUD Programs 161
Attachment A: Required Response Template
Advanced Avant-Game Corpomion
(Bldder'a C+ompsny Name)

1. Company InformaUon: Name, Contacts, History, 8cope of 8ervicss Please provide the following information aboutyour company:

A. Your company's full legal name, address, phone, fix, email, website.

Advanced Avant-Cards Corporation -www.agi,gorn,co
807 S. Lemon Aye, Diamond Bar, CA 9)789
Plione: (909) 895-7146 Fax: (909) 859-388] [email protected]<p.@o B. Priormmpanynames(ffany)andyearsinbuslness;mergers,buyouts,etc.

N/A
C, Organ:ational atruature (i,e. oorp., LLC, sole proprietorship, etc.).

Califor*Corporation(S Corp)
D. Namesandtitlesofthepr €nafpaiowner(a).

Ana Marie LeNoue, %sidat#CEO; Lissette Montoya, Vice t%sident/CFO E. Person(s) authorized to make oommihnents for your mrnpany.

Ana Marie Le'Noue and Lissetbe Montoya
F. Company history, experienoe, years In business for current company name.

ADVANCBD AVANT-(IARDE CORPORATION dba AVANT-GARDE is a 100% woman-owned CaUfornia Corporation inorated in Seph,mber 2002 and is !l certified minority bustness entexprise, women business enterprise, disadvamaged business enterprise and amall busmess enterprise (MBE, WBE, DBE, SBE).

G, Annualcompanyrevenueriforthelamthreefismlyears.
2021 - $1,847,36"7; 2020 - $1,549,672; 2019 -$1,059,215 H. Tax ID number,
01-0749431
I. The comp(ete scope of servlces offered by your oompany, Our yeam of practiqe have resulted in a solid foundation of experience and technical expertise and a dedication to tntegrlty, excelIence, and qualtty. We are proud of our strong reputation in meeting aggt'essive schedules and our ability to multi-taskto provide our cltents specialized aitention atid servtce.

Scope of se'rvicai offered by our firm iticlude: Gmnt WrSting and Administration; Pro@am Managemez Fund{ng Adintntstration; Comp}imice Management including Labor Compltance; Construmon Coordination (bid development, analysts. etc.); and Community Outreacli.

It is our understanding that the City of South Gate is seeking a hi@y qualified consultant to provide administration and management servfces for the implementatton of k City's CDBG, HOME, ESG, and NSP Pro@atns, AVANT-GARDE is committed to providing the scope of servtm as outlined in the RFP, Our years of practice in providing the same servtces as outlined in the RFP in other cities has provided us theability to customize prograindoentsandfoims toensurethesmooth operatton ofthe CDBG, HOMB, BSG, and NSPPrograms. Oursupplemental firm quaufications areprovided as aatt'acinenf (see Appendix t). Our full scope ofservices is provided as an mtachinent (see Appendix Il), J. The number of clients (lncluding governmental) served in past and present. 65+
K. Special qualifications, triining, mdentials, recognition, or awams.

Summer Mann - Trainings/Certificattons: 2021 Section 3 Final Rule Traint<, Davis Bacon Labor Standards; CA LTAP CettifTmte of Completion - Labor Compliance Course; CA Prevatlmg Wage/Public 't-'5
162
WOrkS Complian(A TTaintns - Center f(Y C0ntract Comphance; Prevathng Wage SelninELla Far Ptiblic Agencies - CA Labor Conmtissioner's Office & Center for Contract Compliance L. Contracts terminated for cause, pending litigation or legal issues.

None
El. Resources: Staffing, Facilitles, Equlpment
Provide the following information relative to requlred services:

A. Names and tttres of key management personnel.

Ana Marie LeNoue & Lissette Montoya, Progreun Direr,tors B, Team to be assigned for these services.

Program Directors:Ana Marie [eNoue, Lissette Montoya Program Managers: Melissa Aguilar, AknesaAnanikyan
Program Coordinators: NormaLopez, Sumtner Mann, liaura Santoyo, David Sanchez C, Qualifk,atlons of specHic indMduals who will work on the project.

Principals of AVANT-OARDE have over 20 years of experience managing pmgrarns for munctpal governemnts, Resumes ofkey persorme'l are Intiluded iri the proposal.

D. Amount of time and involvement of key personne) who will be involved in respective portions of the proved.

Hun Program
Assignments .

Non-HUD Program
Assignments
Availability / Time
Commitment
Ana Marle LeNoue 50% 20% 30%
Lissette Montoya 40% 30% 30oA
MelissaAguiIar 50% 20% 30%
Aknesa Anariilcyan 50% 10% 40%
Summer Mann 20% SOoA 30%
Laura Santoyo 50% lO% I 40%
NormaLopez 50% 20% i jO%
David Sanchez 30% 30% l 40%
E. Resumes of all team members; provide only names and titles only; attach current resumes to proposal.

Program Directots: AnaMarie LeNoue, Lfsse(te Moitoya Program Mariagers: Melissa Aguflar, Aknesa Ananilgan
Prograin Coordinators: Norma fopez, Summer Mann, Laura Santoyo, Davfd Sanchez F. Current number of employees: full-time and part-time employees. 17 ftill-time; 5 paff-time
G. Annual turnover rate of staff,
2021 -0.05%,' 2020 - O'%oa, 2019 - 0%
H. Names of any sutx;ontractor's you propose to use for our contract.

Provide omy names here; fill in the details on City-pmvided 8uboontractors List. avitas, LLC
I. Facilities that would be utilized to perform the required work.

Corporate Office at 807 S. Lemon Ave, Diamond Bar, CA 91789 J. Equipmentthatwouldbeutilizedtoperforrntherequiredwork.

None
'f! 163
Ill. Required Services: Meeting or Battering these Requlremems Provide the following information relative to requlm aervioes:

A. Abll$ to perform spectnc tasks as outlined in the RFP.

The professionaJ staffof AVANT-OAEE well understaiids the many ways that asingle project may affectthe multiple layeari of government as will as the deshed economic growth and developmant that % of primary concern to business, property ownets and residents, We use and }evei:age thts infortndon by lookiiig ai every angle of a progratn and/or project to determine the overall impact and how best to desigti and implemei programs that best pmduce optimum results.

We have extensive experience in sernng both major urban cities and small suburban municlpalities with our success achleved through close attention to detai), emphasis on meeting the needs of each client and prompt delivery of pmduds, studies and servicm. Faroject assignments have tnc)uded funding strategies and analysis, constructioncoordtnmon, compltancemanagement,communttyoutreachpmgrarnsandspecla1 pmjects.Today, we atewell-prepared to provide public agencies with sevezal varied consultingservices.

As it relates to this RFP for Professional Services to adtnhiister HUD programs, the AVANT-GARDE staff &lstgned tO thi8 pmje(:thavepmvidedslmllaf SaNiCalfa'ele ('itfe!'i afSOllth Ga% MOffinO VaTb3:)', MOntebeiloy Bellflower, Lynwood, El Monte, eudahy, Faico Rivera, Pasadena, Peiris, Burbank, Paim Springs, and Rialto, Ourflrmcanworkindependently,and a]ongsidestdtopeformthesemcesrequestedintheRFPoralongside other consumuits as need to delfverthe services to the City.

B. Reasonablenessofyourfeetodothework.

Ourfirm provides very competitive rates. Our time is billed on atune and material basis witii a dese,tiption of thewotk performed. We amfamlliarmtli city budgets and work alongside staff toensurethatour services stay within the budgeted amounis for our servtvs, The pmposed fee structure is based on known levels of work neededto&IivertheCDBO,HOME,andCDBG-CVprogfortheCttyofSouthOate, Theteamwillwork on a not to exceed basts as detemiined by the City,
C, Cum,nt resources to meet or better all task and timellne requirements herein.

Ms. LeNoue will e as the potntperson, Sheti familbir with t[ie City prooesaandmll aim to prepare concise mmmunicdons with shiff on an as needed basis. By utilizing staff w'th un{que experience and eixpeitise in HUDpmgmrnming, AVANT-GARDEts well versedand ableto pmblemsolvetbe many anticipated imues. As an extenston ofthe Cky teatn, our goal is to collaborate with staff and to do this we, the consultants, need an agmed upon project approach, tirneline and ligt ofproduct deliverables. Thts acUvtty andthe written resum are critica) tothe process and theexpected outcome ofthe program, RegularComBpnicatkg; The basicelements ofthis collaboration tnclude regular and consistent communicationwtth the aty's staff. We would ask that a regular meeting date mid time be establtshed as a means by wlii6 to ensiz that the pmgrmn is pxaoceeding according to plan and to advise staff of any recommended climigas in dtrectton and/or unexpe delays, 8M %view & Cqmment: The review and comtnem by City StafT, with mpect to repoits and/or other documents, is a critical eletnettt to the susil completion of each proje(it and to maintaining the projed timeline, pal Sharing: We would request'that City staff provtde rekevant reparts, demographic data and any other infommionthat would assist us in oomplettngprojects on behalf ofthe Clty. All datamd infomationthat may ttnpact the various projects and/or tasks asstgned are requested to understand whez gaps may exist and wherenewdatamayneedtobedeveloped. Addjtionally,finalproductsproducedwillbedeliveredelenically for proper file storage on city data basis and paper rding systems, D, Addltional reaouroes that might be needed to meet or better all task and timeline requirements of this request.

Stakeh Iders and Communi ach: AVANT-GARDE ts oammitted to clear communication, inclusive of internal and external office coordinaUon, coordination w'th assisting or collaborative consultmds, and identified stakeholders. AVANT-CiARDE can assist the City in developtng communication messages and organizlng and managing events and meetings tntended to draw attention to the City's prog funded with CDBG and 'HOME funds,
Clt@pi §t0bcpon: AVANT-GARDE requires that adequate qualtty assuranoe/qua)tty control (QA/QC) be implernentedoneachproject.TIieProJectManagerpmndestheleadershipand guidanwtoobtatntheendresults for all seimm provided by the company. Generally, a project management plan is prepared, The project manageinentplan defines specificprojectdeliverables, implementation ciiteria, staffandresourceloading, woi* task schedule with project milestones, and project responsibilities. Daily contact by the Project Manager with 't1 164
each on-going aCtiVtt} prOVtdeS SuppOlt and guidance, maintains f(XtlS and momenttirni atXlmonitors the qUalit3r ofwork. Regularly scheduledprojed staff meetings for reviewing and general work status, revtewlngtechnim1 eletnents of the project, coordinating and iriterfiing of activtties, reviewing wsts, and discussing upcoming activffies and responsibilities are all standard procduresofour quality assuranceto each and eveiy project, AVANT-GARDE is committed to exvllence andstands behind ourreputationto provideonlythehtghest level of products and services to enhance the quality of life for the communities we serve. Whether working on a specific project or a long-term program, our clients will always receive our blend of expertiseto ensure eveiy one of their goals ate met,
E, How quickly could you provkle addttional, extra trained staff if requested by City for additlonal work beyond the original smpe of services?
Our staff is readily available to assist as needed. We are well versed in many pro@ams and work diligently to meet timelines as designmed by City stdf, We have enough staffwith specific expertiseto provide services as requested inthe RFP or if addttiona! swpe is assigned. Theproposed scope mcludes an asstgned staffpresence at C!ty Ha]l upto two half days aweek.

F. HowqulcklycanyoubeginprovidingservJcesffawardedtheoontract? Immedtately uponaward effecttve Deoember 1, 2022.

G. Detal(sofanyimprovementorupgradesyourfirmhasdesignedorimplemented, Ourftrmkeapstrackofallpmgrainschedulesanddeliverables, WorkingalongsideHtJDstaft.AVANT- GARDE staff have developedstreanilined'participation data collectionforms, subreciptent reporting forms, and vmious guidelines, pollctasandpmcedures for avaaiety of HUD fiinded programs.

IV. Demonstrated and Technlcal Experience
Please describe your company's:

A, Demonstrated record of su on work previously performed.

The AVANT-GARDB princlpals have had the privilege of working together serving municipalitias for over 20 years, Diiringthistime,ourTeanihasworkedcloselywithCitystafffriaetyofcapac3tiesprovidingFederal fhnding compliance serdces on housing development and rehabllitatioti projects, preparing HUD plans, documents,Andreportsiticludingconducting ariynezssary communtty outeach, and assistingmth HOME acid CDBG administration, Our farniliurtty and experienv with the municipal govermnent estabtishes our solid workingbowleage OftheOommunity, processeS and imtitutions which make us untquely quallfledtoassigttbe City and seirve the conimunity. Our Temn has been exh"smely succeisfiil in helping clties effectively and e&iently run programs. We work diligemly to Idendfy the strengths and weaknesses in currea'dly mtablished pmgrains. See attached detailed project experience sheets (see Appendix nF).

B. Spedfio method and tedtn:ties to be employed on the project or problem.

Hnll/U)g[Nffl'RATION
EVALUATION OF THE CURRRNT H[m PROGRAM!%: Working with City staff, AVANTaARDE will review and evaluate the current progs. We will conduct an evaluation of the existing progrmns and ensure tliat pmgiwi guidelines ate mtatilished as required by HUD. AVANT-GARDE will also evaluate the over'all performanz of the CDBG, HOME, arid CDBG-CV funded progrmns and activities, We wil) make recommendations based on our analysis and advise on com,ctive actions and/or formulate new pmgrarn/projem to meet community development needs.
(:uuzn4ATION W'n['H HUI): AVANT-GARDE will serve as the City's lia!son with HUD. We will participate in HUD project and prog moriitortng reviews and participate in the Single Audit tevtew of HOME/CDBG amvtttes,
FISCAL RKPORT[NG: AVANT-GARDE will prepare and submit to HUD all required fisca) and progranimatic reports wliich includes colletstion of dahi for stibmission of quarterly grantee peiformance reports, Semi-Arinual Labor Standards Bnforcemerit reports and Contrad and Subcontract Adtvity Reports as wen u preparatton and gubmittal of all other required HUD submtssiong for tlie program year. AVAN- GARDE wil) also prepare all required Planntng Surninaries, Environmemal Service Request (E8R) forms, etc. for the HOME/CDBG progi'ams arid subtnit them to HUD by the required dead(ines. AV/Wla-GARDE will assist in the preparation of Notiz of Intent to Request for Release of Funds (RROF) and submfttal to 't!!,r 165
HUD along with prepamtion of Ftnding ofNo Signi&ant {mpact (FONSI) or Ptnding of Significant rmpact (FOSI) as applicable, We will also monitor project implementation, progress, md expenditures. AVANT- GARDEwill reviewfinancial summariesto ensure conformitywithprojed accomplishments. In addition, we wil1 coordinate witlrthe Finance Department mid other departmerds as necessary to ensura that a proceas is setupformonttoringandtracklngofall progexpendtturai,
2ROG"J[lAM MONITORRiG. AVANT-GARDE will monitor procurement procedures. We will also moitor and report progrmn income, We will ensure that environmental procedures are, followed for HOME/CDBG funded programs and/or projem including housing rehabilitation. In addition, @ocuramant procedures will beestablished andmonffored forawardedprojectcontracts fundedwith HOME/CDBG futids.

This includes wordination with HUD and submisslonof required documents. AVANT-GARDE will comply with alJ HUD estab)ished guidelinesand pmcedures,
PUBtIC SF,R'VICK8 GRANT PROCESSING: AVANT-GARDF, wil) assist the City tn all adivities related to Public Service Grant Process% Amvities wlll [ncludethe following:
* Review and'evaluate funding appltcations by Eiub-(hwtees * PreparereportiandpresentrecommendatiormtotheCittzeri'sAdvisoryCommittee, s Prepare and administer Public 8ervice grant contram.
s EngurethatallCityrequireddocuniemsaresubmtttedpriortofunding(i.e.executedcontracts,purchase requisitions, City approved insuranw, and expenditure back-up documentation. * Monitor sub-ges programrnatic and fiscal perforniance. * Provtde'technical assistance to gub-grantees to ensure that they follow established guidelines and procedures.

ECONOMIC: l)EVEIA)FlVJAjN l PktHaAMS: AVANT-GARDE Will aS!3iBt the City in all aOtiVities related to Economic Development Programs. Thase gtivlties Include prepa NEPA dogumentaUon for ariy potential projem; coordtnating wkth City staff, the Ctty Attorney, and developers to develop and execute any project agreements; preparingstaff reports; and cooi4inatingwith appropriaie paittes to ens'ure the pzparation of any necessary substdy layering amlysts aitd feasibility studias for potential projects, AVANT-GARDE ts available 'to monitor project pmgress complianz documentatton, and the ascrow process as well as attend meetir@, conduct s!te vistts, and process payments. Our firm will review all agreemanb and factlttate any amendtnents to those agreements with the Ctty Attorney's office and developer,
LABOR COMPL{ANCE AND SON b ivlUlNl:l'UHjjNG: AVANT-GARDE wilt provide the followtng servtces for conshauction projects that requlre Labor Compliance and Section 3 monttorhig:
* RevtewoftheSpectficationstoensurecompltance
* Review documents submttted by oontactors foflowing the bid opening. * Attendthe%-bidmeetingandP're-constructionmeeting.
* SetupmidmafntatnLaborStandardsEnforcementFtles.
* RevtewcontractorsandsubcontractorsforFederalprojecteligibliityonthroughthestatelicenseboard, Dm, and SAM,
* ReviewContractor'scompliancewithallStateandFederalrequiredpostings(prevailingwageratesand EEO policies) alongwJththe Contractar's Compliancewith Section 3.

Recoricile Weekly Certified Payroll Reports (CPR) & 8upportiffg Documentation with wage decision and employee field tntemews, Perform continuous mid timely monitortngreviews of CPRs and related submissions for oompliance. Conduct Bmployee intemewsi. s Identifyviolationsandtnvestigatecomplaitffiofuriderpaytnenttoworkers.Submitandfileallrequtred foims to appropriate parties. in the event any labor violations are repotted ad invemgations confirm the violations, prepare invastigative reports and backup, Violattons wtll be reported and discussed witl'i the City priorto reportingto the Departmen:t of Industrial Relations and any other agencies required by Federal or State Laws mid Regulattons.
5-Year CONgOIJDATED PLAN, ANNUAL ACTION PLAN, ANALY8IS Ul uvitffin!,NT.) CITIZEN PARTICWATION PLAN, and CAPER
AVANT-GARDE's approach to plan preparation is largely based on HUD gutdance, HUD incorporated the Consolidated Plan and CAPER into IDIS OnLine so that all key elements of the grants management cycle 't"< 166
are integrated into a single system. This is expected to ensure consistency ainongthe goals described inthe Comolidated Plan and Action Plan and the outcomes tracked in IDIS and reported in the Conso)idated Annual Perfortnance and Evaluaiion Report (CAPER), making' the Congolidated Plan a more useful management tooT,
m preparation for the 2025-2030 Consolidated Plan, assigned membem of the AVANT-GARDE team propose to meet with City staffto review the goals and objectives ofthe City, revtew tlie HUD regulations within the context of the City's goals and objectives, discuss the general consensus of the most recently approved plans and the effectiveness of the programs ?mplemented, and to confirm the timeline for the pmcess of preparirrg the Plans. AVANT-GARDE will meet with staff as directed to review the tasks to be completed. Tlte purpose isto ensum thatthe activities to be undertaken are conststent withthe City's needs and the legislative requirements imposed by Run.

AVANT-GARDE will develop a drdt Consoltdated P]an tliat includes five-year funding goals, priorities, stmtegies, proposed accomplishmehts, and performance measurements, The Pian will follow-the HUD check)tst, narrative requirements, and HOD guideHnes, taking into consideration in'iproved ways to present and display information using eCori Plahh?ng Suite, and addressing Federal requtrements. Sedions of this Plan include:
h Exeeutive8nmtnary-Consultanttemnmemberswillmeeton-sitewithCityrepresentatlvestodiscuss the pmject, develop detailed schedules, and collect necessaiy information, !ncluding the City's existing mnsolidafed plan, the local homeless Continuum of Care, the City's comprehensive plan, fair housmg plan and other relevant information fmm other local agencies. City representatives will be asked to identify and provide any other relevant data or information to ensure that all community needs and conditioris and resources are considered,
* Citizen Partidpatien Process - AVANT-GARDE will conduct tJmee (3) community meetings as well as conduct in-person and/or phone interviews of key stakeholders as identtfied by City staff, Additlonal!y, the consultantteam will develop an online survey for citizen and stakeho)der feedback. * Housing Needs Agsegsment - Develop an updated housing needs profile specificaily for the City of South Gate. The consultant teatn will work witb City representattves to identify any additional data and information, includ% existing housing and/or homeless studies and irifoirnation on special needs populajtons, etc., not previously considered, After obtaining this tnformation, the consultants wi1l use tt - along wtth the information gathered at the initial meeting, census data and other MUD resourvs - to develop a needs assessment for tlie City's revkiw and approval.

The needs assessment wilt meet all ofthe requirements of 24 CFR Part 91 and will include an mtimate of the housing needs wtthin tlie City. The assessment will include the spectfication of such houstrig reIated needs, a discussion of specific housing problems, assessment of the specific needs of racial and ethnic gmups, the extent of homelessness in the C!.ty, the characteristics and needs of low income people, existing factlffies such as outreach and assessment, existence of emergency shelters and services, estimates of the number of people requiring supportive services, and a desm'ption 'of supportive housing needs and a descfflption ofthe agenctes that provide the supportive housing services. * Nmi-Housing Community Development Inmativm - The consultant team will tdenttfy tlie City's priority non-housixig community development needs eligiable for assistance, This includes public facilities, public improvemetits, public servl(At, and economic development. This analysis will include a look at the hornebuilding industry in the City, its current neighborhood development pohcies, and its economtc deve1opment initiatives. This shall include brit be lim!ted to the following: public ltbraries and museums, pgks and cornmuntty centers, health factlities, h(storic preservatfon, continuing educatton/adult education facilities, and any additional youth, adult, or senior programs, This review shall also iticorporateregional planning mid economic developitient initiatives including b'd not lmited to the fot(owinB urban deve?opment, infrastiticture, pub(ic safety, public transportation, employment training, and business attraction and retention.

Demographic Data Colleation - Theconsultantteam will workwttb Ctty stafftodevelop a Community Profile, which wl[l provide a general overview of South Gate. The pregnt-day sketch will outline the City's employinent situation and major employers, cumint urbari developmertt issues, qczational acttvities, and any sticcessful developmerit or redevelopment ventups, The demographic and housing sectlon wJll give a brief overview the current population of the City, includirig its ethnic and socio- economtc makeup, as well as the cuirent state of 4ts housing situation, and land use imues. The poli7 167
section will outline any cum.nt City, CotuQ, or state poJjcies that might have an impact on affordable housing or the operatton ofhousing agencies in the City. * psni'k*n Nppdq Aaipsqmpnt - rnnsultams will assist City staff in proYiding & cOncfSe summaiy of tlia nature and extent of home1easnass wfthtn the City, addressing separately tha need for facilities and services forhomeless persons and homeless families with children, botb sheltered md unsheltered, and home)ass subpopuiations. As part of the homeless needs assessment, the consultant team witi identify area facilities and servtces in place to provide for the homeless population. This shall tnclude, at a mtniinum, the locaT ContInuum of Care, all emmyincy shelters, any liomeless otitreacli program(s) as well as available transitional arid permanent housingoptions.

Market Analysts - in cooperation with local stakeholders and representatives,the comultam team will develop a housingmarket analysis, usinginforniation fromintewiews, surveys, publichearings, census data, consultation with local lenders, rea?tors, and appraisers. Consu]tants wi11 incorporate tnto this analysis an evaluation of the Ctty's housing supply, the demand fm housing the current housing condttions, the cost ofhoustng stock, and the kind of housing available tothe disabled, * 8trategki Plan - The consuttant team wtll develop a strategic plan that addcgses the needs identified in the approved needs assessment and any existing City policies. The strategic planwill be consistem with the minimutn HUD quirementg as outlined in CFR 24 Part 91 as well ai with other guidance issued by HUD. The strategic plan wtll detail theCity's houslng, homeless, and non-houstng priorities forthe next file 7eafTi, SpeOiflO Objectives and Strategies mll be d6VelOp6d tbat addresS stated priOrtty needs, City representatives will review and pmvide comments on the drafi ofthestrategtc plan, wMch the comultants wtll incorporate info the finalized version. The consultaiit team will obtain oomments and directio on the drdt Strategic Plmi and dtscuss actions to impletttentthe approved strategies. * atmn Participation Plan - Review the City's existing Cttizen Partioipmion Plan to become familtar with the process and meettng locations used to soHcit public input on housing and community development prior3ttes, Provtde recommendations, if any, forte*sions to the Citizen Participation Plan and discuss necessary steps to atnend the Citizen Pmticipation Plan in accordance with 24 CFR 570,486(a)(6).
1' Year Annua} Action Plan - As part of the 2025-2030 Consolidated Plan pmcess, the AVANT- GARDE team will develop the l' Yaar Annual Action Plan that supportg the obleattves and stategies developedandoutltned intheDraftConso]idated Plan, Specific benchmarks/performancemeasures will bedeveloped sothattheCity andHUDwill beableto g+sessandevaluatetheCity's progwss in reaching tts goats. TIie one-year adion p1an will be consistem with the mintmurn requirements outlined in 24 CFR Part 9) as well as wttlt other guidance issued by HUD. City representatives will reviewand provide comments on the draft of the Annual Actton Plan, whtcb the consultants will incorporate into the finalized version.

Additional tasks AVANT-GARDE will complete include: Prepaiae information on low mid moderme- income areas for consideratlan a'l progrmi target locatiotm. Assist city staff in preparing a Budget and Allocation Plan itemtzing atitic{pated funding over the next five years usea of the funding and formula methodology to serve as tbe basts for the development of an Allocation Plan for all amvities. Provide certificatiotm to ensure compliance wtth all other Federal requirements. Coordinate with City staff to respond to all inquiries from HUD regarding the approved Consolidated Plan, BonB:r:'up,n4'ngiyh.rr(iH 5vuvJ(:u
AVANT-GARDE is comm!tted to pmvidmg as needed techniml assistance and administrative services for the City's housing reliabilitation progmn,
* Intake/Assessment of Eligibfflty: Make initia) eligibility detetmination of applicants based on establislied Ci'ff program eligibility criterta and HUD income guidelines and the apparent need for rehabilitation measures to corract relevant housing code or Housing Quality Standard (HQS) deficiencies.

Property hispeetion: Perform site visJU to ucertatn that approved and conted/applicable rehabilttation work is proceeding properly and satisfamrily, will authorize (with the homeowner's written approval, includingstgnature and date) appropriafe change orders, and wLll mediate in the event ofownerdissatisfaction with thework done by the contractor. Theinittal property inspmtion takes place fol[owtng Congultant's detertnination of appli axe property eligibiltty to determme rehabilitation 168
needs for the purpose of the funding recon'imendution, environmental re'view and whetlier or not hazardous materials testing will be necessary,
Subsequent inspections take place during tlie construction phase to verify compliance with contract specifications in order to va]idate the release of fiuids from eswto the coritractor, Consu)tant andthe owner will conduct the final inspection upon completion of all work items. Inspections will scliedule during the rehabnitation process.
ffl Work Write-Ups: For eacb eHgible irnit to be assisted, Consultant will complete a detai'led Work Desariptton and Bid Proposal that details the rehabtlitation woirkto be performed, tncluding estimated costs of each activity, mataials to be used, and indushy or regulatory standards to be met, This write- up will be signed an4 dated upon approval by flie homeowner, Sollcitation and Selecaon of Contractors: Assim apptoved homeownem in the identification, proper solicitation, and selection of contractors qual!fled to perfaorm the authorized rehabilitatton of ellgible housing units in accordanw wieithe reqtiiremems ofthe HOME program. Consultant wtl) review work orders/contracts/agreetnents that homeowners will sign in contactingwith OOfittztors, arid Coradtmit will assist homeowners in ensuring the desmption of the work contained in aty contracts/agreements/work orders wit[i contractors {s as accurate as possible. ffi LoanUnderwr1tiogiOrderPoUcyoflnsuraticeofRecordTttle(P[R'[)todeterm4hethelienatructure and how title islield, as well as property appraisals to dmermme tlie estimated post-rehabilttation value on unitsto be assisted wlthHOME!funds. Consultant wil[ also prepare Loan Review Committee (LRC) Report and LRC Agendaand Deterinination Fomis as well as schedule and conduct LRC meetitBs, Document Execution: Facilitate the execution ofloa documents or written agreements by the owner and City staff at City offloes or at the unit to be assisted. In addition, Consukant shall prepare construe,tton cainract and escrow account control instructiona; arrange for the City to fund the escmw gcoum and submit Deed of Trust and Request for Notice to title conipany for tewrdation fol1owing thethree (3)-business date cance[lationperiod.
- Approval nf (' (lk!tlabet[lii raiyuuiu(il: AS rohabilitation progttsses and as involces are submitted b:Y contractors, Consultant will verify thettbe expenses are reasonable, aiid the work has been completed proper1y (including sign-off by the owner) and will submit to aty the applicable form(s) etectted by consultant and property owner indicattng that the work has been pleted and it is satisfactory'. This will be City's verification of Consultant approval of contractor payment(s). Major tasks will require approval from the Ci7 before the Consulhint can pmoeed with work prior to signing a cortor contract.
ffl Coonlinate with City Staff on bmsicsi, general athninistraUve issuesi Our staff will work closely with the Ctty"s program manager and the aty's finanoe department to ensuiae that all pm3ect costs are tracked, paid and reimbursed.
ffl Provkle puMc information at tke dtrectiou of the City: Our Pmgram Mmiagets are we11 versed in ensuringthatthe community is aware ofthe programs amilable throughthe aty. if the program needs to be pmmoted to et@ge participation, our team is ready to assist tlie City. We liave developed and distributed pm@am brochures, he'd community meetings, etc. s Provide the Ck0 with monthly stahia reports: Monthly reports wil) be submitted to Ure City with an acUvity log. h addition, our monthly invoices will be broken down per property address to ensure that project delivery costs ge kept for each proJect. This will lielp to ensure that the project delivaay costs are tracked for each projed and reimbutsed.

Maintenance of Case Files and Other Records: For each application, Consultant witl assist in maintaining case fifes, tncludtng but not limited to appl'ication and documentation of eligtbility, work write-ups, cotmgtor selection criterra, oopy of contract/agreement/work order between owner and contractor(s), documerits on all necessary Hcenses and permiti, site visit/inspection reports (including finai inspection), change orders as applicabTe, and contractor invoicea forpayment (with owner-signed- off). Consultant will also maintain appropriate ;nforniation on persons residing in the propeity, ineluding a list or lists identifying persors in the home iitunediately before the re(iabilitation, affer rehabilitation oompletion, and those movlng in duiing rehabilitation (per 24 CFR 570.606 and 24 CFR

92.353), Consultant will inaintain these and other program and financia1 records in accorce with HOME record keeping requtrements as specified tn the Agreement. 5"2, 169
V, Work Plan:

Taklng all clrcumstanoes, currentcondltions, and required preparations into consideration, describe in detail, your proposed work plan fordellvering the serviws requlred bythis RFP, including, butnot ItrBited to;
A. Howyouwillscheduleprofesslona(andstafftoensuremilestonesanddeadlinesaremet? The success of projects often depends on the stength of the co11aboration between 'fhe city staff and the consultant. Tothis end,wewould initiatethis program with athorough revtew oftheproposal ahdadiscusston ofhowwell itmeetsthastatedgoalsandobjedlvesoftheCity,Anygaps, omissiom oradditional requirements m'e determined and discussed for possible incluslon in the seiyices to be provided. This inittal revtew is followed by a detailed summmy of the methodology, product deliverables and a timeline with benchmarks clearlyidentified,ThisdocutnentwouldbeapprovedbytheautliorizedCitystaffandthenbecomestheguiding document. Any changes to this original document and timeline x quickly reducai to writing and approved by both the client and our firm, Thepurpose is to ettsure that we are a?ways movJng toward the common and agreed upon goal and that theprogress is consigtemwiththe needs ofthe Ctty, In order for the process and the progmm to proceed aocording to the needs of the City of Sough Owe, it is critkal that certain exchanges and piaocedures occur between staff and consultant, We want to ensure thatthe stdisfullymformedofall tasksundertaken andtheresu]ti andfindings wedevelop, Wewaritto be available andfully preparedto d!scussthe program andtocollabotate whenaclmnge lncoursemay be advtsable. Most importantty, we wantthe Ctty to recetve servicm and product deltverablesthaf are founded on good planning and economic developmentprinciples and inaformatthatis easyto use, apply and update as conditions may change.

In summary, our approach to pmgtatn management is to a@ee on the goals and objectives to be achieved at the invptton of the project. Tlia process and product deltverables are reduced to writing so that both the City and our firm have a clear understanding of the project parameters and the method by which success is to be achieved, We prepare a tiineline that is updated iegularly to ensure tbat the project retnains on track arid/or that required extensioris are kiiown in advance mid agreed upon by City std. We matntain regular and conslaterit communication with scheduled meetings to update City staff on the status ofthe various pmjed tasks and to share findings and tesutts. These basic principles have served our finn well and significantly contributed tothesucms wehave experiencedwtth all ofour pastassignments, B. Provide required response time to the urgent servioe requests.

Our staffwill work diligently to meetttmellnes established by staff, includtng afl'er office hour coordtnation and commuications,
C. Howyouwillmakeupforwork-hourslost(andresultingbacklogthatmayowr)duetovarious unforeseen sittiations that may pmhibitwork on a speaffc day, Ourstaffworks based onthetasksassigned and ourtime is billed based onactivities completed. Furthermore., ourtearnaapproaclilimitsthepmductreliabilitytooneperson. Ourteamiscrosstrainedonvarioiiselements of the HUD progi. As such. any needed resource atlomNon adjustments m be made quickly and effectivelyto address loss oftime orbacklog,
D. Provide any other relevant information that you believe would benefit City for the requested Hen/iCe8.

Themost immedtatevalue thatwe will addto the City of South Gate ts the exponential extension of AVANT- (iARDE staff. It is our preferred gtyle to become an extens!oti of the City by combing resources and providing the added ability to take on pmjex,ts from beginning analysis and stgic phuunng througjt implementation. We can call upon the sktl?s of the professionals in our organization to fill {n whene the City may not mve avatlable staff or expettise. While the Ctty staff is engaged in day-to-day operations, our staff has the capacity to evaluate and manage development pmjeds on behalf of the City, Additionally, we share Our insights andprofessional expertise, aswell as bestpractices which we haveapplied succesditl1y, with staff in the manner of in-housetraining.
'53170
8ubmlmd by:

Company Name Advanced Avant-Garde Corporation
Contad Name Aha Marie LeNoiia
nt/CEO
Ernaff
Plione (714)401-9362
Date Oatober $7, 2022
'5'l 171
SECTtON 5, REQUIRED FORMS AND SAMPLES
25 Ctty of South Gate RFP - Professlonal Sermes to Administer HUD Programs 10.17 .2022 55 172
Professional Services for GrantAdrnlntlon
Attachment B: Speclal Provisions
All Items below app(y to this bid proposal:
j-loj4,04rzless and Indemnlflcation: The suzessll bldder hereby agrees to indemntf, de$nd, and hold harmless City (includinq b offk,ials, offk,ers, agents, employees, and representaUves) from and against any and all claims iany kind Or nature presented against Clty arming Out Of vendofs (tnduding vendor's employees, representatives, and suboontractors) performanoe under this agreement, exoeptlng on§ euah clalms, costs or fiabilQ whk,h may arlse out of the sofe negflgenoe or mlAt mrsconduat of City.

Insuranoe PrpvtpJp@p: Unless otherwise stated in the RFP apedmt,afions, the folkiwing insuran@@ requlrementsapiy:a -
j. Comprehensive General Llabiltty Insurahoa: (indude produds fiabllity) $11000,000 per omurrenoe.

2. Auto Liability Insurancea, $iOO0,000 per occurrence, combinsd single lirri)t (CSL).

3. Workera'Compensationlnsuranw:esrequtredby8tatestatutea.

4. Employer's Liabillty Insurance: $1000,000 per azidant; $iOO0,000 polk,y I!mR ford!sease.
6, All policies of insuranoe must provide for a minimum of thirty (30) days witten nolim of any diange or mnwNdon of the poflcy.
6, lnsuranoepo(iclestobeinaformadwrlttenUiroughcompanlesacceptabmlo City; and must inaJude those endorsements, which are necessary to extend oomrage, which Is appmprlate tothe nature oftheagreement Affirmative Actlon: In support of AfflmiaUve Action', City requffes alisuppliers to oompty wlth Title Vll ofthe Clvil RlghtAat-of lfN!J4, as amended, the'Civj RlghtsAct of l'm, and all fffideral, state, andmunlcJpal laws andreguldons pertalnfng thereto, In addiUon, suul bidders must>Q priortoaward of mntracts in exoess of$50,OaO that they have awrltten affirmative aaUon plan in oomptlance with the abow laws and regulations, and such plan may m reviewed by City, 8aid Certification may be made by signing below:

CerUfledtoabove-FIRM: A1%anAyntCya'qq'tqtporaUon _
81GNATURE: 0 ! ,.,J I'.! ";:r'
1 h va1. /l [ - l-
PRINT NAME: \nj
11 M'arie Letkue - ' - )
Ir ... ..._. i... ..._.__...... ..._. . . __ __.__ :a ' - 7 :_ - - - _ _ '7E[, " . . *i ' -l- - - -- -- -. -,. euJv A n"n , F%_ ,IJ_ ,. + , J,, &l %- a'aa' 7 _ - , %a,. .,,, 7 _ +_ ,1 % 7 1= s. 7- ,., %,% - ,, ,, a'i* ,, Ifyour oompany Is taklng exoeptlon to any of the apactflcationa, terms or oonditions (lncludlnq Insurance,indemnlflcatlon and/or pmposed contractianguage) stated In this Request for Pmpbsal, please indicate below and desglbe details: (check any that appiy).

X No excepUons taken
Exaeptkin taken to thescopa ofwork orspeclfkations
""" ExcepUon taken to indemnit,ation and fnsuranoe requirements Exoeption to proposed oontram [anguage
Other
15 173
ProfessIonal Semces for Grant Administration
I
Please explain any ofthe 6ecked items:

Note: Taking exceptlon to Cit"s requirements without approval ofCity prlor to submissiori ofyour proposal may be cause for relectiori of the proposal.

PRoPOslNGFrRM: AdvancedAvantGardeCorporation DATE: 10/17/2022 BUslNEa"'ADDREssaa8078-LemopAvdBar789
siasaruqeoppepnesemortve:(,)
l-/ p,,,,
BY: Ana Marie LeNoue' TITLE: Preaklent/CEO
INSTRUCTION REGARDING SIGNATURE: If bidder is an Indfvldual, state "8oie Owner" after slgnature. If bidder is a parhiershlp, signature must be by a genera? partner, io stated after "ntle'. Names ofall otherpartners and thelr business addressem mustbe shown below.lfbkjder is a corporaUon, signature must be by an authorlzed offk;er, so stated afler 'Tit!e", and the names of the President and Secretary and their buslnsss addresses must be shown below:
.Ana Marie LeNoue, President/S;retary 807 S. Lemon Aye, Diamond Bar, CA 91789 (CONTINuED ON NEXT PAGE)
e '- -+ !-A ! a- 0%- -aa--*s ' j- ---)II #0 - s -- - -A # ' -A- - a 0" a& 0% # + : s z* # d A A % }0 0 0 aiba* # * jA -a -a e-': a- aa - * s #} * # 16 u k
%iii
u
'5'7174
Professional Services for Grant Adminlstration
Attachment C: Client References
Advanced Avant Garde Corporation
(Bldder's (zpanyhmne)

1. Cllent's Company Name: " City of EI Monte
ClientAddress: 1"l333 Valley Blvd, El Monte, CA 9173"l Contad's Name: Betty Donavanik
Contai's TRle: Diredor of Community Development
Contam's Telephone & FAX: (628) 580-2056 -
('.zinhahl'a F-mail: hdrinaiianik/?ialrnriri4eria russi IJIAII I I(a 1€ GI Ill I%%!§gl 111111 IlljllGl 0 V Scope of8ervlcea/Pmducts
F%aovldsd:

HOME/CDBG/ESG Program
" Manaqement & Compliance
ProJgt Completlon Date & Value: l 12017-Ongoing $512,000

2. Cllent's Company Name: " Ctty of Beltflower
CllentAddress: 16600 Civic Center Dr, Bellflower, CA 907C Contaat's Name: Jim DellaLonga
Contads Ttje: Diredor of Economic Development
Contact's Telephone & FAX: (582) 804-1424 ext. 2224 ,,,,, Contad's Ernail: jdellakinga@m!ffiower.org
8oope of8ervioes/Produds
Provided:

HOME/CDBG Program
I I Management & Cornpliarz
ProjgtCompletion Date & Value: I I 2018-Ongoing $156,446

3. Cl]ant's Company Name: " C:ityofMorenoValley
ClientAddress: 14"l77 Frederick St, Moreno Valley, CA 92663 Contad's Name: Dena Heald
Contact's Tffle: Deputy Finance Diredor
Contads Telephone & FAX: (951) 413-3083
Contad's Email: [email protected]
SoopeofServioea/Produds
Provided: l I j":nMaEgecmDeBn'goGrnpP'
ProJed Completion Date & Value: % I 2016'-Ongoing $ssl,o55

4. Client's Company Name: " (jty of Lynwood
ClmntAddress: - 11330Btll!lsRd,Lynwood,CA90262 __
Contact's Name: Gabriel Llngras
Contafs TRle: '- Diredorof Communlty Development
Contact's Telephone & FAX: (310) 603-0220 ext. 8-06
Contaat's Email:
8oope ofServms/Pmdudb
Provided:

HOME/CDBG Program
l I Managemem & Complianm
Projem Completion Date & Vafue: I (2007-ongolng $160,00(1 Dupllaste this form as nemssaryto omplete (hit.
175
Professional Services for GrantAdminlstraUon
i AttachmentD: Non-ColluslonAffldavlt
Note: To be executed by Proposer and submt)ted mth proposa(.

State of California
(b81at*oT !hapmm ofbushemi)
County of Los Ange)es
(1heOounyoflhe $oe orbusheas)
ona Marie LeNoue , being tst duly sworn, deposes and
" " (nannsaTlhaperBon$nTngNifomi) ' "'
says that he/she !s PrsstdenUCEO of
' (&ofll'aperaonalnk'@Th!s)
Advanced Avant Garde CorporaUon , the party maklng the foregoing bU (nsmeofbkldlr@par0
that such bid is notmads in the interest of or on the behalfof any undisclosed person, partnershlp, company, association, orgsnizat!on or corporation; that such bid Is genuine and not collusive or 8ham; grist 8aid bidder has net direCtty Or indireatlV indUced Or 801idted anV Other bidder tO put Iri a false or sham bid and has not dlreatly or indirectly oolluded, conspired, connived, or agreed with any btdderorartyane else to put in a sham bid, orthat anyone shall refraln from bldding; that sald bldder has not in any manner directly or Indlrectly sou(;)ht by agreement, mmmunication, or confererioe with anyone to fix the bkl prioe of said bidder or of any other bidder or to fix any overhead profit, or ooat element of such bid prlce, or of that of any other bidder, or to secure any advantage against the public body awamlng the contrad of ariyone interested In the proposed contract; that all statements mntalned (n such bid are true, and hther, that said bidder has riot directly or indiractly submitted his bid prio5 or any breakdown thereof, or the contents thereof, or divulged information or data relative tfmreto, or paid and wlll not pay any fee in conrisctiorl therewfth, to any corporation, partnership, company, association, organization, bid deposltory, or to any member or agent thereof, or to any other individual except to any person or persons as have a partnership or other flnanclal (nterest with sey%d b(ddepthe gQe@lbusiness, BY %& %
I (s$nalure)
{a
Printed Name: Ana qarie LeNoue
...._....._._... _ . .. ..._.. . .'. '..' a:=:"_'r.=:_..-:_:.':_____..___..._'__:'-.'_._.." _. Awuu!Jla_ijdi4iiii ia!'u!11Vi 11114 f1till! .._._ __.. _ . ___ ____:---- - :., ,. ..._... .. . - # - : - - a*-** % . -0 - - !!:* a- (- -a- - a-a-.h . _ 'a .. _-+-i -a L+-!- a<*;i ! 0 -* 4a -+s a-l-+& '- }0 -. a -i- - Q r.s- *iii. __. , a'n+ltai .__n*xxljxialll_e_fal_
...__ .,_-, - - - "-- " ilkU5i '"'T'l'llJ!;IfiU(?(A' a"a ." a ' " " "' " -' a -- "' - " 'a ' tffll* nf% i'ipnnn *lniiinn I+* hrml
Notary is required for this bid.
'o---'- -= -' - --' -' - -"-M
176

ACKNOWLEDGMENT
Anotarypubllcorother'officer'cornp!etlngthls
certifiwte verffles only the Identity oftha ImfMdual
who signed the doiment to which tfiis cerficate is
attached, and not the tmthfulness, sr;curarH, or
validity of that document.

State of Callfomla
Countyof Ls f'lA )
on,O(>%'Oe\ Y+1 202Z beforeme, !'l u- kg,'!o,'pobN %%;ile - (!iffiertnameandtitleoff:heofflmr)' -
persongliyappeared Aipa Mocffi l,i't'Ao
who prowd 'to me on ttie tiasl-s ofs-atlsfactorye'vldence to be the person@whose name%ls/me- subsorlbed to the wlthin Instrument and acknowledged to me thatWsheAhey executed the same In xh- --l&iilkxJ-vxal ffl --sxllri -i>-l 4k-ii4 ktii kJaiJ!izpAkx{zxiiavzx*i*vzfe lqlal *kx liaiei4viizy& 44- - jltllltf'Ullttlrl(tlu (mpdUll7(T, -dFlu IT)dl u7 Pffafleli5181lalul IJII 111€! ttiouuiilait llltj person%, or the entity upon behalf of which the personJ4acted, executed the Instrument.

I certtfy under PENALTY OF PERJURY under the laws of the 8tte of California that the foregoing paragraph is tnue and oorrem.
kA/lT'klfX:' €" mis hhriA oh! hlsJ eeiol I & b ia b O al I ffi 4& ff h Th i@ ffl I INCI)%) rll7 IlalllJ alllJ llllllaal al:ial. , i
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pO177
SECTION 6. WORK SAMPLES
Hnmprwnpr Rshabs'Htatim %nBtqm
QUH8'llulqiQAlRjt
T'Rn AnThRRl'li
HOM)ETEIJ)PHOa%mi( ) ampnom:t 1
HOWMANYHOUeiOUNmAR!E O:!ffOURfiOPERT!?
DOYOtiHA'ffiAHOM)BMORTOAGH?NoYa.

ARE YOtmPRO)PER?YTAB PAIDTXXlJlTffiN@ Ys,
DOYO'U RAHOME nST!!fURA)NCB?No m Ya
DOYOUHAThANYLnn'aOREQTJm'ffO?CREDI'j AGA?N8TYOURPRO:PJ MALAALmU8EHOIJ)mCOMBi$
0Cntjude !ncome offfladutffl 18pan o!age md mer)
r'nt T Vr.E mnxnmy
nRRTiFfCATTQNi
!tuts iHameowneh
agmture ofHameow
Datei
%tsn

10.17,2022
v\
City ofSouffi Gate RFP- Professional Services to Adm)nlster HUD Progroms 178
01ty of
Housiqg Rehabllltatlori and Preaervatlon Program
A(nlVl
II)114$ DWIIIII

CITY OF,

HOUSING REHABILJTATION AND PRESERVATION PROGRAM

PROPERTY INSPECTION LOG
MNAM! OAltPm ITDASffltMCW NOTt!/Ha
9 10.17.2022
lz'2,.

City of South Gate RFP- Professional Services to Admlnfster HUD Programs 179
" * - " Houslng RehabTl!fat}on and PreseivafJon Pcrlog'roam' $%perty Owner:

Pra(ectAddreaa:

Constmctlon ContraatAmount: 0
paytnent Request No. I
Invoice Arnourit:$
5% R*tsntlon Amoint:$
Amount Paid:$
Balarm Remaining:$
Change Order:$
New Contract Balanms:$
f%yment Request No. 2
Invoice Arnourit:$
8% RetenUon Amount:$
Amoum Patd:$
Balanoe R*rnainiriq:$
Change Order:$
NewConeraat Ba}ance:$
Invoice Arnwnt
6% RetenUon Amount:

Amount Pakl:

Balance Remiiriinp:$
Change Order:$
New Contrad Balanoe:$
Payment Flequest No, 4
Invoice j)irnount $
5% Retention Amount:$
Amount Paid:$
Balance !%ma!ninq:$
Order:$

10.17.2022City of South Gate RFP - Profess{onal Services to Administer HUD Programs 180
gJtd Of EmlJ'i QlpQ;a;jj%,%=414Jtrt1oi
t45€m0 Retlab PFtXJ.#aui wm:e5i;';
Reqmaistbr NEPA & CEQA Chearans
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10.17.2022City ofSouth Gale RFP - Professional Ser/ces to Adminlster HUD %grarns 181
AV/!rNT:

G A R D E:

Sample Schedtile and MNesfones
l'r% 5 7% A A -!-!J..-l - -
TaskSchedule Monthiy
puoV j'tumrnmr(JTJOn
Begfn Complete
mimoted
Staff Hours
DeliVerCft)10
Coordinate with Finance to ensure
drawdowns are up to date / address
fimeliness Issues
Upon
award Ongoing 15
Complete and submit any outstanding
items for fi(e and/or complete close out
reporting
FY 2022/23 CAPER juiy August 25 FY 22/23 CAPER submitted to HUD FY 23/24 Adion Plan Nov. April 10
FacUitafe public hearings, coordinafe
with sfakeholders, submit final 23/24
Action Plan to HUD
Host Workshop for FY 22/23 Sub-
Recipient Appflcants Dec. Dec. 10 Send otf invitations, prepare PPT and handou+s, condud workshop-
' Condud site visits/subR audits Sepf. act. 25 Schedule visits, conduct monitoring visits, prepare reports for fi(e.

Collect Quarterly
Reports/ReJmbursemen+ Requests
Sept/Dec
Mar/June
act/Jan/
Apri!/July
5 Assist and ensure subs submit by due
date (last day of month foHowTng each
quafer).

Audit quarterly reports and
rermbursemen't requests
Ongoing OngoFng
I
15 Audit and submit reimbursement
packagesforpaymentprocessJng (audits
may occur as soon C)S sub-recipients
submit them). Ensure reimbursemenfs are
complete and procemd.
aiy ofSoufh Gate RFF' - Pmfsg?onal Servkm to Adrnb*ter HljD 10.17 $22 182
Collect and audff annual reports July August 15 Summary of accomplishments for utiluatin in the 22/23 CAPER
FY 22/23 Funding Appnca+ion Process Nov. Jan. 8 Dlstrfbute and review schedule, prepare NOFA, app[icafions available for FY 22/23
Provide appropriate code citations
and defensible work products to
qualify past and present programs and
ac+Mt?es
Upon
Award Ongoig 10 To be determined based on proiect
assignments
CBDG Funded Proiecf Labor
Compliance
Upon
Aword Ongoing 10
Review, coordinate and ensure CDBG
funded projects are on schedule, in
compliance, and reported to HUD
Administer Commercial Fagade
Program
Lipon
Award Ongoing 35
Determine project engibrlify (meets LMI
objecffve, repam); estab[ish scope of
work; execute agreements; contractor
bids; coordinate labor compliance;
coordination to process payments: close
out
HOME Affordab)e Development
coordination
upon
Award Ongorng 10
Review, coordinate and ensure HOME
funded projects are on schedule, in
comp]iance, and reported to HUD
Administer HOME Residentra[
Rehabilitation Program
Upon ,
Award
Ongoing
35 Determine project el5ibili+y (income
1fmits, home value, repairs); establTsh
scope of work; execute agreements;
contractor bids; coordinat?on to process
payments; close out
Sample Services Agreement
CTty ofSouth Gate RFP - Professtona( Semcm to AdmerHUD Prog'oms 10,17.2)22 183
CankactNo.3407
&(a'.\M'QiTFORPROFISSJMAlB9YaGES
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'meaty deeim tO sme mlWto pmh <ioeiaent mnyammmrvlcea, N! pm4edberdn,
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2. R*ua\!lQ41Atjvtm*('tl#PJUliW40\d!Se*fNOHM&
Themptwamatlvesithepartieswhoaivpdma#lymdhlqrorit-aJiiiium4ia%km arNus*nt, and to wmm rmmN es, demndasmmmunioatlom shall be @$4,asutol.[ows:

A. "Bepriw4mretmortb*cttysmb*:

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(321)5634566
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S. Jnd*pen%ritOoOWW.

A, Cwultantisanindepeq%tcontmtm@mshdlhawnoeroyaut:rity
tQimuranydebt,QWi$ati*n#!taWlitjmbehalferthe$l
a. Consuiisrqonsfbleh.oampffigwfaiallobligaimsoranempmer rmined By Comulm sW * re.q dgThta w stass regar&g th City, eUy sill u vtdiild 8odal Seeigity M Madffip laxa km any ts made to Ca bm'eumter aor' aball the'Ci7 make any mob mmnpkpant oontributi6n* h ComutfAnt'a behalf or wIdiho!d stam or pay all appliable $a r ki % permmsnge or amiAm tinder tms uimployment contrtbutiom Tor its mnpIoQes related to the perfbi of 2 185
sntmat4 q ahg$le to paate in any etyl pmi6n, be4tb, aihffill aompm md submit h fflyan XRS Form $9 md swlc4gm Uial 07 W'lll laR@ 30 (Al?aJlt a!i )[R'l FO 1099 'h q*,tiyiril.4it*.rJ a t6'radeat M ooM aW hm'mlesa im and *ffit any and al! wban :daa on #ms ;gf eke pmmi4on pad to Thns;ltaix b'r C!7 6, Csmtl €ao€'aPeqonnel.
mch wr mJm% wifhom liaitiadon, a Cit5r of'8om Gs %minan su6aonmtig wags 4 baits, md m! cmnply with all re4uireimms D. Csnaultnm shall imlain4 mid lived harmess Oty aad ali ottxr mlated persopl prim *'*r*4nm or omtmiions % Cmmtant 3n some
with'thaworkparm'isk4flvmthisA@be

7. Q
A. The tmal ation to be paid by Ci5 U? (2ansulm k (be gervicai notwmem- Oouulffit's fm md aim's k the wmk and
mnjom padbrmaa *d in tio avont ex ttmsa set tbrth ja mffliThry in the proposal, tavffim wfil be proeesd fbr payment d Dciialopmwil. iiivuffi Hl-mu is sumtted p!'otnptTy npmi fnql*ilm Afpa6 ptuameo!work,
3 186

8. ln4mmtay,pd'JqHc@.
oblido4 *r'Qtibiliba w,hatsiwumid jn otbx any mmmqt mt*gm mm>unxwotlmathan$l.(lDQ.a00,
(a) Wbyknyp't4zpl=vls'.!iaW €4h
(b) Cmm%vriUabilttv
Tha auffs aid mxmial aaneral Q$ibiy poltai; mq be
6ombUied in a la day with a olmd iigk limit of
(2) Poficim pmvidirig tbr bodily lr4q.and pmperiy dae mvmBe gballemtaintbafolk>
A@vemant, Fuch mm smll be primary impnce as
respta $e invest of City, d any over ance
(b) "!Semabor!nme*t"dam.
4 10
187
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kaly.

9. 'J:wiiiaiionfbrCmem,
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*th6r mtefial# pfmllm E7 Qmmtt trt WOdm Wi$ k p6J'mW ofthe kn m>=eint shall % ematpyable tentmtion mm! its total ma

10. Tennlnati*xfbrQaams.

A, Cjiymay,bywdiienno&vir+r;m*riimm,tinmiaowhoieoranypartor diig%memmujnmyoftbafbllowtngeh'ooea:
witbtn t]'ie time spea hozla or any m'iylmviypd monqtnn pi If Co'mJtmit tMtg to am servieeg aalled For by this
A@aeinaat OrW mla h fTMkb piu4vaa n!i t@ t!1!da41v* pvfvuimiutv ur this Agreement in acoordami wmi its temis, and tn either e! thme s
1( 188
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ay ser'&'esnf*&b AB,reemsnt. City shall have ages ta e eq dffi!n*atQon pan@ i this Section, ind 7 appiMe. provisions of 6 11 189

12. Wstutiesm!!pimiutsnvm.

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13- "ilthntvnll'Q':<"f!*sm'lQn aXTAS84'gnTnefXk
wiaxout such appmval., propbaed deTeg;, min.ao aubmntraa sltallproJdcadmon'iihs,aesy'tmWeredi idmittlamion.@ftm ffiludet!vfollo
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A. Thk %*ament ipemedes all prim propi eBimmeatt ad
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ha knmviri@ly b'egon=tli*opportuniy to do go d tes thigAgpeinem 191
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16, R*ol*fflonofDM!t>OlTh
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17. lfaty pmmm fir!h# $$5t m bald b)l ; OrWm iWtA@tkXl €6 m inya@voidbrment!bgm%'thamna!ntng p=vlsimnevmdi*le=gwtlteontb'mein Ml m deotwtthoukffi%impaimaoindiaayway,'

18. J-
PrepomldatedMay3tJOl7

19. (mvw*aiav
tavtk@bythaiwiorth*mm*orcaubnia.

20. Bt't'sUveT)affi.

Uiess Qkfse $mfled hams' t!'da %etit tall bemtm; affi W Of the date e@ fm s wm @a tm ortlm paniesy mether Cttynrrnnmtim, pvmrnJpq mta Agmemmt, and atudl temihtate on Demiber II 2020 unlss 'tona €ed oiaa inammanmwithdietenttsofthtsa@mment,
[gemabdarofpa@e leaMgk imnttady]
9 192
8XQNAT[R!, PAG'l

VAN' RD
fN W!TNIS'J WimREA)F, the partteahereto haveaauaedthhAyeematirto ba executed andetmsted bytheiurmpb6vacemtherwiThdulymthorimd.
ffCffitt
Cj'I'Y O!gOVJ'ffOATK
D.ted: ,A19&,[ J%/!!
ATT 8Tt
C'amxenAva}os, Ci7
TO FORMr
F. Satinas,(jtyAttorney
"CON8U[,TANT'f
AVANTGARDE,INC.

President
Datedi Da-pa4
10 IV
193
APPENDIX I - SUPPLEMENTAL FIRM QuALIFlCATlONS
AVANT-GARDE specializer+ In gavemment funding and grant sources with requirementri renging from bask, applk,ations and documentation to oompetittve projea submbls. Our team has been instrumental in securlng and managlng millions of dollars for southern California pmjem. We assist our cllents in IdenUfying federal and state fund allowtion balanm, asslst in dgterminlng eligible proJem, provide advisement of program requirements and are available to prepare and administer the program as required bythe funding agencies. AVANT-GARDE analyzesthe agency's needs and prepares, recommends and admlnisters long-and-short range programs mnsmtent mth the eoonomic wpabllltles of the agency, including lnfomiatmn vital to the preparation of the annual budgetforthe agency. Ourteam researches grants, submits applications, and continuallyworkswtth various funding aagenoles in completing State and Federal forms to ensure that our clients follow grant and inding requirements. aTo date, AVANT-GARDE tias sumssfully secured over $483,1 million in oompettttve grant funds for southem Caltfomia agencies.

AVANT-GARDE has provided HUD Program Management 8eivioes to the City of South Gate slnoe 2018. We haveworkedwith the Cltyto respond and resolve previous HlJDfindings and are currently working to resolve 01G audit findings, As part of our work, AVANT-GARDE has established Infrastudure systems to maintain compliance and prevent future findings and prepared the City's HOME and CDBG polJes and promures for City Coum,II adoption. Our servioes have Included guidanoe to meet program and financial complianoe requirements and loll financial pmmurat support. We are well versed in the Cd's HUD 1D18 portal and monRor itre@ularly to ensure data and reporting aoouracy. AVANT-GARDEserves as the liaisonmththe City's HOD representativeto seek clarifiaation, guidanoe, and provide the City wRh clear action steps.

AVANT-GARDE led all effom in developing the City's 2020-2025 Consolidated Plan, which Included developing notlms, preparing staff reports, community outreaoh via megtings and surveys, data analysis, and partk,ipatlon at City Council meetlngs, AVANT-GARDE worked wfflh City staff to develop strategic godls to address City needs and amivitles to aflgn wtth and meet theae goals.

AddRionally, AVANT-GARDE also prepared the City's Analysis to Fair Housing Choioe, a documerit that reviews pofk,ies and pradim in the munity that affled avallabUity and accesslbility of housing and housing condRlons in the community, for submission to HUD.

As a part ofthe developmemofthe FY 2020-2021 Annual Adion Plan, AVANT-GARDE assisted the City in programming $2,424.011 in CDBG funds and $"l,793,'173,87 in HOME funds (we prevlously asslsted the City with programming $874,841 in CDBG-CV funds), AVANT-GARDE is zrrently assisting the City Jib onboarding new aubreclpJents and developlng new adJvtfles and programs to meet the City's goals established in the Annual Ate,tion Plan and Consolidated Plan, and expend the funds in a timely manner to remaJn in good standing wlth HUD. Our staff oonsistentlyworkwRh City subreclpientsto monttortheirwork and files to ensure that they are compfiant mth all Clty and t-ltJD CDBG guidelines, providing techni>l assistance when needed, AVANT-GARDE has also provided the Cttywtth pmgram admlnistmtlon support, which-has induded building out new programs, develojng pmgram documents, establishing guideflnes and protocols.

Most recently AVANT-GARDEassistedwiththe launch and underwriUng oftheCity's Small Buslness Retentlon and Creation Grant Program, whlah provided grants of $10,000 to loml CDBG eligible businesses.

Furthermore, AVANT-GARDE pmvdes labor compliance senrlces for CDBG funded capital improvement projeds to ascertain complianoe wTh establlshed federal regulations and laws.

Avant-Game is ayrnentfy providing the servim requested In this RFP to several Thes in 8outhem California, Including South Gate, Moreno Valley, Mordebello, Bellflower, Lynwood, El Monte, Cudahy, Pico Rtvera, Cathedral City, Palm Springs, and Rlalto. Most agen6es we serve have a long- standlng relationship Jh us and trust ourTeam to provide these servioes on upcoming projem. To best round out our servioes in responseto this RFP, we have partnered mth Ctvttas, LLC.

10.17.2022
Il
City of South Gale RFP-Professional Services to Administer HUD Progrorns 194
clVlT/!S
Mission and History
Ctvltas, LL.C is a research end comrnunlty development consulting firm speciallzlng in HIJD Orarit iechnical
assistance. We are in the business or thinking and
dotrig, We help state & logl govemments, non-profit,
and for-,proffl enterprises sole problems arid
imptement so,utions, Our knowledge and experience
with HUD programs, grant compliance, sociai science
research, ecohomJc developmen't, environmental
revlews, end community revitalizetioii put u, In a
unique passion to asslst a corisortium of pubfic and
private entitiesin better meeting their missions,
We bring a passion for pubiic service to our work in
areas such as a'iTordeble housing cevelopment, grant
wrtting & adrniriistration, program evaluation, research design & impiement@tion, sociai & economlc impact
ana(ysis, survey research, GIS mapping/spatial ahalysis, reguletory compllence, arid project menagement
S/Ve have written huridreds of HUD Consolidated Plans, Annual Action Plans, Consolidated Annual Performance Reports, dozens of market research and communlty
needs assessments, We are highly proficient in HUD
program design, Implementation, and compilarice.

Ctvttas hes also worked with numerous clients to
provide technical assistance, training, and program
compliance review. Our HUD grant experience is highly sought after and nationally recognized.

CMtas was founded iri 2009 by Jimmy Ardis and Erich
Chatham, two graduates of the College of Charleston's Masters of Public Administration program, Civitas has a 13-year long hmory of successful work performance
wlth clierits ThCrOss the country. Erich Chetham is nOW the principal owner and his dedication and hard work
developed Civitas into one of the foremost housing
po(Icy firms in the country, particularly wlth regard to HUD programs,
13 195
ha*si
Overvtew
Civttas, LLC has a 12-year lohg history of successful work performance with clients across the Country, our znlor consultants bring OVer 100 dears Of combtned housing and HUD program experJerice to the table. Many of our grow"ng client list start out with just one initfai contract for a strigle project, for exampie a Consolidated Plan Or AnelysiS Of lmpediments to Fair Housing Choice or HUD techniCal ksistance, AII otthese projects are completed in a time)J iShJOn perthe deadline given by HUD or thejurlsdictlonal deadlines. We have riever missed a firm deadline, Oyer the yee2 the derriand jor our technical assistance beyorid single scope projects has growri. Our technlce) assistarice has allowed jurisdictions across the couritry to improve tl"ieir' processes and management Of HUD funded PROGRAMS.

We are profident in the review+ updattri51, Or Writtri9 poltCg an;d procedure; far Envlronrnental Reviews, Davis Bacon, Section 3, Cltizen Participation Plans, Lead sa5ed Paint, eta We haVe ar=p)e experience in providing best practiz and program design suqgestions for aft HUD h.oustng programs, eConOmic development, homeless solutions, public services, CHDOs, Niighborhood Revt'talizatfon S5tegy Plani etC, Our team hElS a!iSted With effOrdabie houslrig program developments, ecoriomk, developmerit programs, environmental reyiews, policy reviews and updates We have also been a crucial componerit to helping remove HUD findings for several municipalitles, We are staffed to provide policy and procedure review or creation, as well as speclflc proHrarn technlcal assimance and best practlces advJce+The belOW Client list details projects led by clVitaS as Well as technical assistance clientg that match thetasklng deliverab)es. We are happy to provide more if requested.
"P
1"%
196
-'r7'

PAST PERFORMANCE
Client € (ALbl)lvVia'i € d)

T HNI L A I NC
Andereon,SO
HLaoUr2b('olhlluilrr)yFl, SO
N, Mlaml, FL
Mlaml (sardens, Fl
H}aleah, PL
Brbwarc) C6un+y, Fl
"H*arrer"ls'bcurg",'P"A"
Brfstol Township, PA
Jaokaonvll)e,FL
Colurribia, 80
Soprsartnawntbie'uirgscCoun+y, Sc
Merlclen, CT
Hudson County, NJ
Oommeroe City, C,O
Bridgep6p, Or
Homes of Hope, Inc
St, Ckiud,FL
Colorado Springs, CO
M*rtd*n, CT
Reno, NV
Castle Rook, CO
Thorn+on, 00
Adams County, 00
Lubbook, TX
Lowaounhy CX)(>, SO
Tamarao, FL
8tinr)ae, FL
8erkeleiyrSC
ANAtffl6 @P IMPPntMffa
SHoPraryrtaO:buunr+y9t(s%onsorf!um), SO
Lexingtori Courrty, S(I
Columbia, S(/
C)reenvi)Is, NO
Hkileah, FL
at. Cleorge, ln
Oharlesfon, SC
Lower Savannah (X)Ci, 80
Brlsfol Town*hlp, PA
(,olorado SpHngs, CO
Jersey City, NJ
Budlngton, NO
Concord HOME @msortlurn, N(J
Sherman, TX
Hudson, (zumy, NJ
Merlden, (IT
jaoksonvlile, FL
Broward County HOME (,onsortlum, FL
Flarence, SO
Ho?QCounty Cznsor}lum, SO
Spartgriburg Ooun'ty, S!:l
AMaml C)arderisi Fl-
Brl$l Townshtp, PA
St, (geor5le, LjT
Col.om.da Sprlrigs, CO
C%svllie, NC
Marlri Couhhr, CA
Horrlsburei, PA
Orangebmg, PA
Cllm Ooumy, FL
Hudson Oourity, NJ
MheQr"J)eCnlt+yc,TNj
Summervllle, SC
Tqeno, MV
Broward Courdy HOME
Cxnegritum, FL
Commerce City, CO
Sfamfom, OT
Htol*qh, FL
Mlami Gardens, Fl
Benfori Harbor, Ml
Fort p!eyes, FL
Sunrlss, FL
Sfmtford, CT
Lubboek,TX
RNVIRONWNTAt, RMgWg
Hor7Courity,SO
Broward County, FL
Collier Oourrty, FL
Town of Dayle, R
Hloleah, Fl
(:'tty of Anderson, SC
Mlaml Garderie, FL
Lexlng+on County, SC
tauderh)II, FL
Por+Arthur,?X
Horrleburg, PA
OBrl'tydgoe!Ja:'kcsoTriv(IIs, FL
City of Greenvlll*, NO
CQ91,ONS
Harry eiounfy Cormortiqm, SO
Sportanburg County, SO
Ot$of Spar+anburg, SO
Jaokapnvlli* FL
Miam! 9arJ*nb, FL
Brls'tolTowhip, PA
8't. Oaorg*, !IT
Colorodo Springs, CO
Hloleah+ FL
Grei*rmlle, NO
Marln Oourity, CA
Columbia,SO
Harrlsburg, PA
9rar4aburg, PA
Oofller County, FL
Hudsor) County, NJ
JMa'mrJecri,l'O'T"
Summervlll*, SO
Rerio, NV
8roward Ooun+yHOME
aonaortium, FL
Ciommarae City, 00
SfomfordfCT
plalwb, Ft
Mlaml Qarder4 PL
%n+on %rbar, Ml
0as+(@ goak, CO
Fort Pierce, FL
Sunnst*i 'l
8'ty<itford, (JT
Lubboa!, TX
Ua
AaSE8aMjENT8
Homes of Hope - Greenvllle, SO
Ci+yofSpart*nburg, SC
Grand Strand Houslng - S(:'
'Horry Ooumy, SC
Se*woe (xmmuntty, Charles+on, SO
Jackson'dlle, F[
Adams County, CO
Commeroe Clty, 00
197
APPENDIX It - SCOPE OF SER,VICES

1. AsSl8t wTh managing the City's CDBG, CDBG-CV, and HOME annual pmgrams administered thmughHLlD,plusanycar7overfromprioryears, ESGandNSPservicesareavallableshould the Clty rewlve such funds in the future.

2. A8Si8t with carrying out the grant application @ale inciuding but nm 11mited to parti6pating in Public Hearings, holding an applimUon workshop, and accuratety reviewing applications to assist wRh the department budget preparation.

3. Produoe and provide the 5-Year Consolidated Plan, Annual Adion Plan, CAPER, and any amendments ELS needed, in acwmance with HUD deadlines.

4. Conduct research and analysis of house issues to produ> the Analysis of Impediments (Al) to Fair Housh'ig Choiae. The Al mll indude a remmmendsd fwe-year Fair Housing Adlon Plan to help address bamers and improve ac to housing.

5. Prepare agreements, induding subrecipient agreements, MOUs, and housing agreements, 6, Manage 1D18, HEROS, and DRGR inaluding setting up actlvRles, revlslng and funding adivitms, updatlng ammpl!shments and beneficiary information, and clearing flags.

7. PrepareandrouteenvlronmentalreviewreaomstobefullyexecutedandenteredinHEROSfor all activttm.

8. Prepare and submit all required feideral reporting in aocordanoe wlth HUD deadlines. This includes Se+dion 3, 8emi-Annual Latxir Standards Enforcement Report, Minority Business Enterprise and Women Business Enterprise Reporting.
9, Conduct research as needed to accurately provide technical asslstanoe to City staff and subrecipients.

10. Assbt executiveteam with implernentlng nm grams, programs, and property rehabilitation.

11. Review and approve reimbursement requests In azordanoe with HUD guidelines and subreclpient agreements.
12,Accurately apply various CFR regulations and requirements to determine whether a program/project b in complianoe.
13, Maintain and monltor Ctty and subreclpientfund expenditures and pmgram acomplishrnents.

14.Condui required monitoring of subreciptents and their pmgrams including various City Departments.

If needed ourstaff can also assist with the followmg:
')5. Program Evaluation Report: provlde City staff with a comprehensive evaluation report on the City's complianm with HUD regulations. Reportwlll include the status of ail Clty programs, any lapses In pmgram implementation, and recommendations for ensuring oompliance with HUD requlrements,

18.Techniml assistance in the revbw of private-public parlnershlps, sits and neighborhood standards, inoome determinations, and similar pmgram crReria. 17, Technica! asslstanoemth updating Uie City's Policies and Pmmdures as needed.

18.Determinlnq elig(5m and Ineligible CDBG, CDBG-CV, and HOME activitkm such as eligible proved costs, eligib!e administrative and planning costs, and similar program criterla.

10.17.2022CJ of South Gate RFP - Professional Services to Administer HUD Prams 198
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19. Provide technical asslstanoe in evaluating affordabie housing projects, including maximum subsidy per unit, undemrfting requlrements, and subsidy layering.

20. Technical assistanoe on other federal requirements Including: affirmative marketing, minort§ outteach, envimnmental review, displacement, relocation, acquisition, opportunity, disclosure requirements, debarred, suspended, or Inellglble contradora, and drug-mi work place.

21. Attend necessary CAC, City Council and/or Public Hearings and respond to HUD follow-up quesfions needed to reoeive necessay HLID approvals.

22. Gatheravailableand nemsary documentsforFinance and HUD audits, and prepare thefollow- up oorrespondence, Tedink,at expertise In responding to any HUD audit findings and/or concerns, take correThve actions, answer questions, and follow up Jh any other Irformation as requested and/or needed.

23. Provide a high standard ofcare and support to internal customers (such as C)ty.elected offk,lals andstaff) andexlernal wstorners (suoh as residents, business owners, contradors, developers, and stafffrom muntdpal, state, and federal agencies), 24,Assist staff with Community Housing Development Organization (CHDO) outreach and certifimtion prooess.

25. Oversee labor stndards oompliance Including preparatkin of notices, bid documents, review of weekly certified paymlls, employee interviews, verification of contractor lioensing and debarred status, rev(ew bonding, oonduct pre-oonstrumion oonference, issue notioe of award and notioe to prod, oversee payments to contradors, approve diange orders, and issue notiw of comp(etion.

26. Property Rehabititatlon 8etvioes:
a. Admlnister and implement the City's Property RehabilitaUon programs whlch includes:
f, OolleatingdataandpreparlngnecessaryreportsfortheCityandHUD. il Ensureallrequlreddocumentationispresentinclientfiles,e.g.hlstorimlreviewand lead based paint notifimtion.
b. Review of Inoome documentation.
c. Meet with applicants, review, and approve program partiThpation, d. PeforminttialfieldinspeationofproperUesforwhichrehabilitaUonassistanoeisrequested. e. Preparewritteninspedonreportsandmstestimatesconnededwtththeaboveinspection, f. Prepare (oan dowment and/or document for approval of grants or rebates. g. Conduct bid pmoess pro>dures, review of bids, seledion of oontadors, and staff, as appropriate.
h. Arrange pre-construdion meetings wtUi mntradors, proper§ owners, and staff, as appropriate.

I. Conduct pmgress inspections and recommend approval of pmgrsss payments, j. Conduct final inspection.
k Provide progress and/or acHvity reports and comp!ate projem in a timely manng.

27. Maintain Projed Fillng System and Documentation Checklisb>. Maintain caseflles induding but not limited to application and documentation of eligibility, work write-ups, documents on all nemssary lioenses and permits, stte visit/inspedon reports, invoices for payment. Maintain (0.17.2022City ofSouth Gote RFP- Professional Servicesto AdmlnTsfer HUD Programs 199
these and other program and financial records In accordance with HUD record keeping requirements as spedied.

28. Ensure administration and aommianoa With all applimble federal, state, and local laws, rules, regu!ations, and policies Includlng national objectives as required by HIJD.

29. Respond to public inquiries reganding HIJD programs.

30. Respond to Ht)D letters and/or memorandums as needea. Ad as Ctty's liaison and representative to facil!tate communication between the City and HOD as well as represent the City at community meetings, City Council, meetlngs with staff, or workshops as needed or direaed-
lO.l7.'X)22City ofSouth Gate RFP - ProfessionalSert4ces to Admlnlster HUD Programs 200
APPENDIX 111 - PROJECT EXPERIENCE SHEETS
?0.17.2022Clty of South Gate RFP-Profesilonal Services to Admlnis+erHUD Programs 201
Rialto I CDBG & NSP Compliance
Services
AVANT-GARDE is currently providlng the day-to-day administration and implementotion of the City's CDBG funded Program. Our team works with City staff to determine project eligibility along with monitoring of programs to assure compltance with all Federal, State, and Local reporting requirements, Our scope of work includes:
prepare reports Including, but n6t limited to, an Annual Action Plan CAPER, Section 3 Reports, prevailing wage, minority contractor, and other reports required by HUD: setup ond maintain iDlS records, Including preparation of requested reports: prepare drm down requests for reimbursemenf of expended funds at a minimum of C) quarterly basis or more offen as directed by the Finance Director; coordinate with HUD field office staff and other City representatives on CDBG related issues as needed and asSls't with all program moniforlng and audit preparation; and prepare necessary NEPA/CEQA forms and documents for categorically exempt projects.

Client Contoct
Arron Brown
AssFstantC!ty Manager
Project Completion
Ongorng
Type of Funding

CDBG / NSP / CV
Our team is also providing support for the City's NSP programs. Scope includes: DRGR reporting, NSP program monitoring and strategic planning for the use of program income.

CARES Act Support: Provide technical and marketing support for programming of funds. Our staff has been actively Involved In developing and implementing programs such as Rental Assistance and Business Assistance programs,
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City of South Gate RFP - Professlonal Servlces fo Administer HUD Programs iO.l7.2022 202
Montebello HUD CDBG & HOME
Program Compliance Management
AVANT,GARDE provided Program Monitoring and Funding Compliance Services for HOME and CDBG funded programs administered through HUD. As such, AVANT-GARDE provided on-going program compliance moniforlng services of sub-recipients ond implementation of the City's Housing Progrom. Services included working with the City to correct and respond to HUD HOME and CDBG Service Program findings, resultlng in eliminating the numerous findlngs daring back to FY 2012/13. As part of this effort, AVANT-GARDE assisted in developing systems and processes in accordancewith HUD requirements to expend and track funds in o timely and compliant monnerand maintain program files in preporationfor HUD review and audit. The Housing Rehabilitation Program systems hove been updated to include standardized loan documents, program standards, and tracking mechanisms to help the City identify each stage of C) proJecf, HOME program accomplishments include ocquisition of and conditional commitment of funds for properties, AVANT-GARDE recently monitored and Implememed the CDBG Service Progrom, working with various City departments and local nonprofits to ensure adherence to HUD program requirements, including the devetopment of tracking processes and timely submitfol of sub-recipient actMi!es and reimbursemems, AVANT-GARDE recently assisted the City with developing their updated ConPlan, Analysis of Impedlmenfs, Citizen Participo+ion Plan, Substantial Amendment, and FY 19/20 CAPER which included atl related community outreach and coord!notion with city staff and community s+akeholders.

Client Contact
Joseph Palombi
Director of
Planntrrg/Commur>fty
Development
Project Completion
Onry>ing
Type of Funding

HOME / CDBG / CV
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City ofSoufh Gate RFP - Professional Services to Adminls+er HUD Programs 10.17.2022 203
Lynwood I HUD Program &
Compliance Management
AVANT-GARDE was hired b7 the City of Lynwood in 2007 to provide Community Development (Housing) services, which included the administration and !mplemenfa+ion of the City's CBDG and HOME programincluding but not 1!mi';ed to: Housing Rehabilitation Program, implementation of o variety of housing related +osks, project monogemenf services as assigned by the Community Development Director, and support for miscellaneous Community Development activities. On-going adminisfraflon of the HUD progrom included:
preparation of envlronmentol reviews (up to level of Environmental Assessment) for Clll activities: managemerrt of IDIS system (set-up, revise and fund activlties, update accomplishments and beneficiary information); preparation of agreements, Including sub-recipient agreements, MOUs and housing agreements; assistance in department budget preparotion; assistance In Implementotion of Property Rehobl!ifa+ion Programs: responsibility of financial management, approving payment requests while monitoring HOME expenditures; and administering and monitoring contracts of housing projects, As of 2017, AVANT-GARDE has been assisting with the Housing Rehabilito+lon Program, Environmental Reports for capital improvement projects, and Labor Compliarice
Project Completion
Ongolng
Type of Furiding

HOME / CDBG
10,17.2022
Do"7
City of South Gate RFP - Professional Services to Administer HUD Programs 204
Cudahy I CDBG Administration &
Housing Rehabilitation Services
AVANT-GARDE was hired by the City of Cudahy to provide technical assistonce for the odmlnistroflon and implementation offhe City's CDBG projects, Responsibilities include the preparation of the on-line "Agreements to Implement" annual CDBG programs with LACDA and the preparation of processing of any necessary amendments to the "Agreement to Implement" for origolng projects. Duties include coordination with City sfoff to gather all necessary documentaffon for LACDA progrom monltoring and audit preparation, preparation and completion of LACDA and HUD reports and documents, ensuring administration of oll applicable federal, state, and )ocal laws, rules, regulations, and policies are adhered to and the overall administration of the housing rehabilifo+ion program, including collecflng data and preparing necessary reports for the Clty, LACDA, and HUD. In addition, AVANT-GARDE provides CDBG financial management assistance, acts os a City liaison and representative to the LACDA, and administers CDBG funded projects through applicant file review and income qualification, property Inspections, and bid administration, including the coordination of pre-construction meetings with the LACDA, contractors, property owners, and staff. Most recently AVANT-GARDE assisted with the development and Implementation of the City's new Emergency Rental Assistance Program.

Client Contact
Brenda Rodriguez
Administmtive
Services Director
Project Completion
Ongoing
Type of Funding

CDBG / CV
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10.17.2022City of South Gate RFP- Professionol Services to Administer HUD Programs 205
EI Monte HOME, CDBG, & ESG
Compliance and Monitoring
AVANT-GARDE is assisting the City of El Mome with program monagement of HOME, CDBG and ESG programs. Services include project management of the public services program; management of CDBG funded CIP's; oversight of the 5-year Consolidated Plan, Al and Annual Action Plan; on-site monitoring and compliance review; and technical assistance to updote and amend the CAPER. Staff assisted the City with preparation of the Housing Rehabilitation Program Guidelines, We also assisted the Ci$ with preparing bid packages for the rehabilitation of City-owned properties and worked with the Clty's selected relocation services consultant to coordinate the temporary displacement of tenants at City-owned properties while improvements were constructed and monitored rental properties. Most recently, assistinq the City with the programming and implementation of CDBG-CV funded activities.

Cliem Contact
Befty Donavanik
Director of Communfty
Development
Project Comp!e+ion
OngoFng
Type of Funding

HOME / CDBG /

ESG / CV
iO.17.2022Cffy ofSouth Gate RFP - Professional Services to Administer HUD Programs 206
South Gate I CDBG & HOME
Coordination and Management
Services
AVANT-GARDE has provided HUD Program Management Services to the City of South Gate since 2018. Our scope of work includes preparation ofthe AnnualAction Plan and programdevelopment and . support includlng Acflon Plan amendments: 2020 Consolidated Plan development and support including communlty ou+reach and all amendments: preparation of the 2019-2020 Consolidated Annual Plan Evoluation Report (CAPER); preparation and adoption of updated HOME and CDBG policies and procedures; program and financiat compliance
requirements (IDIS) and local financial procedural support; and manage program operations for all CDBG and HOME programs including reporting and administration. Program adminfstra+ion support has included building out new programs and establishing guidelines ond protocols. Most recently AVANT-GARDE assisted wlih the launch and underwrifing of the aty's new Small Business Retention and Creation Grant Program,
Services hove Included worklng with the City to correct and respond to HUD Office of Inspector General {01G) audit findings.

Furthermore, AVANT-GARDE provides labor compliance services for CDBG funded copital improvement projects to ascertain compllonce with established federal regulations and laws. Most recenfty, we are assisting the City with the programming and implementation of CDBG-CV funded activities,
Client Contact
Meredrth Elguira
Director of Commun/ty
Development
Project Completion
Ongofng
Type of Funding

HOME / CDBG / CV
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City of South Gate RFP - Professional Services to Administer HUD Programs 207
Moreno Valley l HOME Funding
Compliance Services
AVANT-GARDE wos retaIned by the Cify of Moreno Valley to assist with committing HOME funds for mo affordable housing projects facing a lapse of funds. Our scope of services included CHDO certification; preparation of NEPA documentation for the project; and project coordination to ensure development and execution of the HOME Comml+menf Agreement which included
coordination with the City Attorney, City staff, and the CHDO:
preparation of Council staff reports and coordination with designated City consultants for preparation of the layering analysis and feasibility study. We are curren+ty under contract to provide 0 variety of services lncluding Project Management services to cary out two rental projects; monitoring the Emergency Solutions Grants (ESG) program and its subreciptents inciuding review of policies & procedures, etigibili$ requirements, reporting &,performonce meosuremenfs, administrative costs, procurement, and recordkeeping: updating and preparation of the Assessment of Fair Housing, Citizen Participation Plan, and Conso)idated Plan which includes all related community outreach and coordinotlon with city staff and community stakeholders. We also serve as the City's liaison with Habitat for Humanity on its Housing rehabitlto+ion program.

RIVEfflDE

HOUSING
DEVELOPJ6:NT
Cui#OkA!tQm
Client Contact
Dena Hea(d
Deputy Finance
Director
ProJecf Completion
Ongoing
Type of Funding

HOME / ESG

10.17.2022
"l(
City of South Gate RFP - Professional Services to Administer HUD Programs 208
Office of the
South Gate City Clerk Item No. 5
JAN 2 2 2026
FILED Cil of South Gate
12'- 2-'>(arh CITY COUNCIL

AG-ENJDA P)YLL
January 27, 2026
Public Works
Rob Houston
SUBJECT: AGREEMENT FOR PROFESSIONAL SERVICES WITH SOUTHSTAR ENGINEERING & CONSULTING, INC. FOR ON-CALL TECHNICAL ADVISORY

SUPPORT FOR THE LACMTA SOUTHEAST GATEWAY LINE PROJECT PURPOSE: The Southeast Gateway Line (SGL) is a multibillion-dollar project being advanced by Metro in collaboration with the Gateway Cities Council of Government (COG) and its member cities. Because the project affects the City's transportation infrastructure as well as other private rights-of-way, Metro is soliciting cornrnents from the Cities. The City is recommending assistance from Southstar Engineering to meet the technical demands of the project.

RECOMMENDED ACTIONS: The City Council will consider:
a. Approving a Professional Services Agreement with Southstar Engineering & Consulting, Inc. to provide on-call technical advisory support for the LACTMA Southeast Gateway Line Project, for not to exceed amount of Forty-Nine Thousand Eight Hundred Sixty Dollars ($49,860);
b. Appropriating $200,000 in LA Metro Regional Measure M Funds to the Southeast Gateway Line Light Rail Project and add it to the Capital Improvement Program; c. Authorizing the City Manager to approve and execute amendments up to a cumulative amoiu'it of $50,000; and
d. Authorizing the Mayor to execute the Professional Services Agreement in a form acceptable to the City Attorney.

FISCAL IMPACT: There is no impact to the General Fund. The proposed Agreement is in the amoiu'it of $49,860 and will be funded with Los Angeles County Metropolitan Transportation Authority (Metro) Regional Measure M Funds. In addition, an appropriation in the amoiu'it of $200,000 is requested from Regional Measure M Funds to establish the overall project budget.

This appropriation will fund the Agreement as well as any additional related professional services that may be required, such as support from other consultants, staff time, and project management.

ANALYSIS: The Southeast Gateway Line (SGL) Project is a multibillion-dollar, complex, and highly technical infrastructure project led by the Los Angeles County Metropolitan 209
Transportation Authority (Metro). Under the Master Cooperative Agreement with Metro, the City is required to provide extensive technical review services, including detailed engineering comments, project coordination, and timely responses to Metro's design submittals and requests for input.

The scale and complexity of the SGL Project (currently estimated at more than $8 billion) significantly exceed the routine scope of work typically handled by the City's Engineering Division. The project involves multidisciplinary elements such as rail design, utility relocations, roadway modifications, structures, grade separations, and inter-agency coordination, all of which require specialized expertise and intensive review efforts.

At the same time, the Engineering Division is actively managing more than $100 million in ongoing Capital Improvement Program (CIP) projects citywide. In addition, the Division has recently undergone restructuring and now includes a higher proportion of entry-level engineering staff who are focused on delivering the City's core CIP, development review, and operational responsibilities. While the Division remains :[ully capable of managing the City's capital program, it does not have sufficient capacity or specialized resources to absorb the additional workload and technical demands of the SGL Project without affecting other critical City priorities.

Further, the Master Cooperative Agreement requires the City to meet aggressive turnaround times for technical review and coordination to maintain Metro's accelerated design and construction schedule. Failure to meet these timelines could delay the regional project and limit the City's ability to influence key design decisions affecting local infrastructure, utilities, traffic operations, and community impacts.

For these reasons, the use of a professional services consultant is necessary to supplement City staff, provide specialized technical expertise, and ensure the City can meet its contractual obligations. The consultant will support timely, thorough, and informed technical review while allowing City staff to continue delivering the City's active CIP and essential services without disruption.

BACKGROUND: The Southeast Gateway Line (SGL) Project is a multibillion-dollar transit project led by the Los Angeles County Metropolitan Transportation Authority (LACMTA or Metro), in collaboration with multiple cities, including the City of South Gate. The project will construct a new light rail transit (LRT) line connecting southeastern Los Angeles County to Downtown Los Angeles.

Within the Gateway Cities subregion, the project includes approximately 14.5 miles of light rail, 10 stations, 15 aerial grade separations, 30 at-grade crossings, and crossings of three rivers and four freeways. Based on the latest estimates, Metro anticipates total project costs to exceed $8 billion. Preliminary construction activities have begun and are currently focused on utility relocations. Metro anticipates the full line will be operational by 2035.

The proposed contract was initially procured through a competitive Request for Proposals (RFP) process. On October 27, 2025, the RFP was issued to the City's on-call consultants, Willdan, 210
Interwest, and NV5, as well as Southstar Engineering & Consulting, Inc. No proposals were received by the November 20, 2025, submittal deadline.

In accordance with the South Gate Municipal Code, when no proposals are received through a competitive solicitation, the City is authorized to procure services through a sole-source process.

As a result, staff contacted Southstar Engineering & Consulting, Inc., which has demonstrated relevant experience providing similar services to other cities on the same project. Southstar Engineering subsequently submitted a proposal, and staff recommend awarding a Professional Services Agreement in the amount of $49,860.

Awarding this contract will allow the City to participate meaningfully in the SGL Project without jeopardizing Metro's accelerated schedule. Given current staffing limitations, Southstar will serve as the City's technical plan reviewer and coordination lead, helping bridge the gap between the City's available resources and the pace and complexity of the project.

In addition, Southstar will assist in centralizing and consolidating technical cornrnents from Gateway Cities Council of Governments (GCCOG) member cities, enabling a coordinated and consistent regional response that protects shared interests and improves communication with Metro.

Southstar also brings direct experience with large-scale infrastructure projects delivered under alternative delivery methods and accelerated schedules. This experience positions the firm to effectively represent the City's interests while working collaboratively with Metro to facilitate timely reviews, resolve technical issues, and support practical, mutually beneficial project outcomes.

ATT ACHMENTS: A.

B.

Proposed Agreement (including Exhibit A)
Vicinity Map
DD:lc
211
Attachment A
Agenda Bill 1/27/26
AGREEMENT FOR PROFESSIONAL SERVICES FOR ON-CAJ.,L

TECHNICAL ADVISORY SUPPORT FOR REVIEW ON BEHALF OF

THE CITY FOR THE LACMTA SOUTHEAST GATEWAY LINE

PROJECT BETWEEN THE CITY OF SOUTH GATE AND SOUTHST AR ENGINEERING & CONSULTING, INC.

This Agreement for Professional Services for On-Call Technical Advisory Support for the LACMTA Southeast Gateway Line Project ("Agreement") is made and entered into on December 18, 2025, by and between the City of South Gate, a municipal corporation ("City"), and Southstar Engineering & Consulting, Inc (Southstar), a California corporation ("Consultant"). City and Consultant are sometimes hereinafter individually refened to as a "Party" and collectively as "Parties."

RECITALS
WHEREAS, City desires to retain a qualified provider for certain services relating to the On-Call Technical Advisory Support for Review on Behalf of the City for the LACMTA Southeast Gateway Line Project;
WHEREAS, Consultant warrants to City that it has the requisite skills, knowledge, qualifications, manpower and expertise to perform properly and timely the Professional Services under this Agreement; and
WHEREAS, based on such representation, City desires to contract with Consultant to perform the services as described in the Scope of Services attached hereto as Exhibit "A" of this Agreement.

NOW, TffEREFOR, the Parties hereby agree as follows:

1. SCOPE OF SERVICES. City hereby engages Consultant, and Consultant accepts such engagement, to perform the services set forth in the Scope of Services as described in Exhibit "A" attached hereto and made part of this Agreement. The Scope of Services may be mutually amended from time to time by both Parties in writing.

2. COMPENSATION FOR SERVICES. The total amount of compensation for this Agreement shall not exceed the sum of Forty-Nine Thousand Eight Hundred Sixty Dollars ($49,860) as described in Consultant's proposal attached hereto as Exhibit "A." City shall pay Consultant for its professional services rendered and costs incurred pursuant to this Agreement. No additional compensation shall be paid for any other expenses incurred, unless first approved in writing by the Assistant City Manager/Director of Public Works or his/her designee.

2.1 Consultant shall be required to attend meetings at City Hall as necessary in the delivery of the projects. Travel time between Consultant's office and City Hall shall not be billable. Consultant may request an exemption on a case-by-case basis, which shall be subject to City approval.
5]16863 ]-L235.0 (Form Rev 9/8/21)
212
Agreement for Professional Services
SouthstariDCCM