ACTION:
____________________________
Clerk/Secretary
Department: City Manager Item No: C4
Prepared by:
Johannah Knieff, Management Analyst
Jonathan Lung, Housing & Homeless Services Division
Manager Meeting Date: October 28, 2025
Approved by:
Imelda Huerta, Assistant City Manager
John Conley, City Manager Agenda Location: Consent Calendar SUBJECT: FIRST AMENDMENT TO THE AGREEMENT WITH INTERFAITH COMMUNITY SERVICES FOR ADMINISTRATION OF VISTA EMERGENCY HOUSING ASSISTANCE PROGRAM – CATEGORY 2
RECOMMENDATION: Adopt City Council Resolution No. 2025- , approving an amendment to the agreement with Interfaith Community Services, Inc., for the administration of the Vista Emergency Housing Assistance Program – Category 2.
CORRELATION TO CITY COUNCIL GOALS: Homelessness and Housing.
PRIOR ACTION: On October 2, 2025, City Council received an update on the Implementation of the Strategic Plan to Address Homelessness and directed staff to include mortgage assistance with the VEHAP-C2 (Vote: No Vote).
On June 10, 2025, adopted City Council Resolution No. 2025-114 approving an agreement with Interfaith Community Services to administer the VEHAP-C2 program (Vote: 5-0).
STATEMENT ON THE SUBJECT: On March 10, 2020, the City Council adopted the Strategic Plan to Address Homelessness, which guides all homelessness initiatives in the City of Vista. One prong of this strategy, “Prevent Homelessness,” focuses on prevention and diversion activities for individuals and families at risk of becoming homeless, emphasizing self-sufficiency and stabilization. Considered a national best practice, prevention is far less expensive than providing shelter beds with accompanying services.
On August 11, 2020, the City Council approved an agreement with North County Lifeline to administer the Vista Homeless Prevention Pilot Program. The Program was funded by a one-time state allocation of $250,000 for homeless prevention and intervention funding. As a result of this funding, between August 2020 and August 2022, the Pilot Program provided supplemental resources, such as rental and utility assistance, security deposit costs, and application fees to a total of 64 families, or 168 Vista residents earning less than 80% Area Median Income (AMI).
Due to its success, on June 1, 2023, City Council directed staff to revise the Pilot Program strategy of the Strategic Plan to Address Homelessness to an on-going Rental Assistance Program.
AGENDA
REPORT
CITY COUNCIL
COMMUNITY DEVELOPMENT COMMISSION
SUCCESSOR AGENCY
BUENA SANITATION DISTRICT
JOINT POWERS FINANCING AUTHORITY
Approved above recommendation, adopted City Council Resolution No. 2025-186. Vote: 5-0
MEETING DATE: October 28, 2025 PAGE 2
SUBJECT: FIRST AMENDMENT TO THE AGREEMENT WITH INTERFAITH COMMUNITY SERVICES FOR ADMINISTRATION OF VISTA EMERGENCY HOUSING ASSISTANCE PROGRAM – CATEGORY 2
On January 9, 2024, the City Council adopted Resolution No. 2024-8, approving an agreement with MAAC for the administration of the Vista Emergency Housing Assistance Program (VEHAP), which provided financial assistance and housing stability to low-income Vista families and individuals who are at risk of losing their housing. This program includes rental and utility assistance, including arrears; and counseling and legal aid to prevent eviction. Applications were accepted on a first-come, first-serve basis, and awards are available for up to $10,000 and six months per household whose income does not exceed 65% of the AMI.
During the life of the program, between February and December 2024, VEHAP provided assistance to a total of 133 Vista households for a total of $1,187,564.56 awarded. The average assistance per household was $8,929. The average household size was 2.76 individuals, and the average household income was $30,612.28, which is below the Extremely Low-Income limit of 30% AMI ($31,850). It should be noted that over the duration of this program, there were a total of 234 denied rental assistance applications. Of these, only four were denied due to exceeding income eligibility. The majority of denials were due to: “Not a Vista Resident” (158 individuals), “Failure to Complete Application (35 individuals) and “Experiencing Homelessness” (29 individuals).
On June 10, 2025, adopted City Council Resolution No. 2025-114 approving an agreement with Interfaith Community Services to administer the Vista Emergency Housing Assistance Program – Category 2 Homeless (VEHAP-C2) to prevent homelessness among Vista residents who are at imminent risk of losing their housing, as defined under HUD’s Category 2 criteria. An individual or family qualifies as Category 2 homeless if they meet all of the following criteria:
•They will imminently lose their primary nighttime residence within 14 days of the date they are seeking homeless assistance;
•They have no subsequent residence identified where they can stay after losing their current housing; and
•They lack the resources or support networks (e.g., family, friends, or social services) to obtain other permanent housing.
Under the current program design, a total of $200,000 supports rental assistance, limited individual household awards to $5,000 for up to three months of support, and restricted administrative and staffing costs to 10% of the budget. Of the remaining funds reserved for client assistance, 75% of the funding pool is reserved for households earning up to 65% of AMI, with the remaining 25% allocated to households earning above 65% but no more than 80% of AMI.
Under the administration of Interfaith Community Services, three monthly reports have been submitted to the City. During July and August, no households were approved for assistance, though implementation and outreach efforts—including community referrals, application intake, and eligibility screening—were well underway. Preliminary data indicate that the primary barrier to assistance has been household ineligibility under HUD’s Category-2 Homelessness definition, which requires applicants to demonstrate imminent loss of housing within 14 days and a lack of available alternative housing or resources. Early observations suggest that while many households are at risk of housing instability, they may not meet the strict HUD Category-2 definition used for this program.
In September 2025, four households, totaling 11 Vista residents, received $15,990.35 in rental assistance funds. The average household size was 2.75 and the average awarded funds per household was $3,997.
All households awarded fall under the 30% AMI limit for Extremely Low Income. 10/28/2025 C4 Page 2 of 109
MEETING DATE: October 28, 2025 PAGE 3
SUBJECT: FIRST AMENDMENT TO THE AGREEMENT WITH INTERFAITH COMMUNITY SERVICES FOR ADMINISTRATION OF VISTA EMERGENCY HOUSING ASSISTANCE PROGRAM – CATEGORY 2
Thirteen applications for rental assistance have been denied to date, with disqualifying factors including “Incomplete Documentation” (6 individuals), “Did not meet HUD Category 2 Definition of Imminent Risk of Homelessness” (4 individuals), “Emergency Situation Resolved” (2 individuals)”, and “Not a Vista Resident” (1 individual). When applications are denied, Interfaith staff follow up with residents to offer help completing documentation when possible and to connect them with other available services and resources.
On October 2, 2025, the City Council received an update on the Implementation of the Strategic Plan to Address Homelessness, including eligibility and support through VEHAP-C2. Based on the direction received during the October 2, 2025, meeting, staff are recommending a First Amendment to the agreement with Interfaith Community Services to expand the program to include mortgage assistance for households making up to 80% AMI.
FISCAL IMPACT: There is no Fiscal Impact with the approval of this item.
EXHIBITS:
1.City Council Resolution No. 2025- , approving the first amendment to the agreement with Interfaith Community Services for Administration of Vista Emergency Housing Assistance Program- Category 2
2.First Amendment to the Agreement with Interfaith Community Services for the administration of the Vista Emergency Housing Assistance Program – Category 2
3.Agreement with Interfaith Community Services for the administration of the Vista Emergency Housing Assistance Program – Category 2
4.VEHAP-C2 Cumulative Report July- September 2025
10/28/2025 C4 Page 3 of 109
RESOLUTION NO. 2025-
A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF
VISTA, CALIFORNIA, APPROVING THE FIRST AMENDMENT TO THE
AGREEMENT WITH INTERFAITH COMMUNITY SERVICES TO PROVIDE VISTA EMERGENCY HOUSING ASSISTANCE PROGRAM - CATEGORY 2
HOMELESS
The City Council of the City of Vista does resolve as follows:
1. Findings. The City Council hereby finds and declares the following:
A. On June 10, 2025, the City Council approved an agreement with Interfaith Community Services to administer the VEHAP-C2 program.
B. On October 2, 2025, City Council received an update on the Implementation of the Strategic Plan to Address Homelessness and directed staff to include mortgage assistance with the VEHAP-C2.
C. Staff recommends amending the agreement with Interfaith Community Services to administer the VEHAP-C2 program to expand the program to include mortgage assistance for households making up to 80% of the area median income.
2. Action.
A. The First Amendment to the agreement with Interfaith Community Services to provide citywide outreach services is approved and the Mayor is authorized to execute the amendment.
3. Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on October 28, 2025, by the following vote:
AYES:
NOES:
ABSTAIN:
APPROVED AS TO FORM:
WALTER CHUNG, CITY ATTORNEY
By:
APPROVED
Walter C. Chung
20251021163000
JOHN B. FRANKLIN, MAYOR
ATTEST:
KATHY VALDEZ, CITY CLERK
By:
10/28/2025 C4 Page 4 of 109
EXHIBIT 1
FIRST AMENDMENT TO THE CONTRACT BETWEEN THE CITY OF VISTA AND INTERFAITH COMMUNITY SOLUTIONS, INC., FOR VISTA
EMERGENCY HOUSING ASSISTANCE PROGRAM – CATEGORY 2
SERVICES
THIS FIRST AMENDMENT (“First Amendment”) to the Contract between the City of Vista and Interfaith Community Services, Inc., dated June 10, 2025 (“Contract”), is made and entered into as of _______________________ (“First Amendment Date”), by and between the City of Vista, a chartered municipal corporation (“City”), and Interfaith Community Services, Inc., a California 501(c)(3) organization (“Contractor”).
Recitals: City and Contractor now desire to enter into a First Amendment to the Contract by modifying the terms of the Contract.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows:
1.Section 2.1 of the Contract is amended to expand the scope of services by adding mortgage assistance as an eligible assistance in addition to the services described in Contractor’s proposal dated May 22, 2025 (Exhibit A). The Funding Pools, as described in Exhibit A, are also eliminated, with applications for assistance deemed eligible for households making 80% or less. All other eligibility criteria remain in full force and effect.
2.All other conditions of the Contract not specifically amended or superseded by the terms herein shall continue in full force and effect.
IN WITNESS WHEREOF, the parties have executed and entered into this First Amendment as of the First Amendment Date.
CITY OF VISTA, a chartered municipal
corporation
By:
JOHN B. FRANKLIN, MAYOR
ATTEST:
KATHY VALDEZ, CITY CLERK
By:
APPROVED AS TO FORM:
WALTER CHUNG, CITY ATTORNEY
By:
RISK MANAGEMENT REVIEW:
ANALISA HOLBROOK, RISK MANAGER
By:
INTERFAITH COMMUNITY SOLUTIONS,
INC., a California 501(c)(3) organization
By:
NAME/Title
By:
NAME/Title
APPROVED
Walter C. Chung
20251021114544
Docusign Envelope ID: 79E1943D-15BF-4133-A85F-72E163A94393 CEO
Greg Anglea
10/28/2025 C4 Page 5 of 109
EXHIBIT 2
ANY PROPRIETOR/PARTNER/EXECUTIVEOFFICER/MEMBER EXCLUDED?
INSR ADDL SUBR
LTR INSD WVD
PRODUCER CONTACT
NAME:
FAXPHONE
(A/C, No):(A/C, No, Ext):
E-MAIL
ADDRESS:
INSURER A :
INSURED INSURER B :
INSURER C :
INSURER D :
INSURER E :
INSURER F :
POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)
AUTOMOBILE LIABILITY
UMBRELLA LIAB
EXCESS LIAB
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $
DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $
PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT
OTHER:$
COMBINED SINGLE LIMIT $(Ea accident)
ANY AUTO BODILY INJURY (Per person) $
OWNED SCHEDULED BODILY INJURY (Per accident) $AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $AUTOS ONLY AUTOS ONLY (Per accident) $
OCCUR EACH OCCURRENCE
CLAIMS-MADE AGGREGATE $
DED RETENTION$
PER OTH-STATUTE ER
E.L. EACH ACCIDENT
E.L. DISEASE - EA EMPLOYEE $If yes, describe under E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC #
COMMERCIAL GENERAL LIABILITY
Y / N
N / A
(Mandatory in NH)
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
COVERAGES CERTIFICATE NUMBER:REVISION NUMBER:
CERTIFICATE HOLDER CANCELLATION
© 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03)
CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
$
$
$
$
$
The ACORD name and logo are registered marks of ACORD
8/6/2025
License # 0C32169
(619) 937-0164
18058
Interfaith Community Services, Inc.
550 W Washington Ave B
Escondido, CA 92025
13269
A 1,000,000
X X PHPK2586415-022 8/1/2025 8/1/2026 1,000,000
Deductible $0 20,000
1,000,000
3,000,000
3,000,000
1,000,000A
PHPK2586415-022 8/1/2025 8/1/2026
10,000,000A
PHUB876039-022 8/1/2025 8/1/2026 10,000,000
10,000
B
X M1302806 8/1/2025 8/1/2026 1,000,000
1,000,000
1,000,000
A Errors & Omissions PHPK2586415-022 8/1/2025 Agg $3M, Occ $1M Ded 0 A Abuse & Molestation PHPK2586415-022 8/1/2025 8/1/2026 Agg $2M, Occ $1M Ded 0 RE: OPERATIONS OF THE NAMED INSURED AS CERTIFICATE HOLDERS INTEREST MAY APPEAR.
THE CITY OF VISTA, IT'S OFFICERS, EMPLOYEES AND AGENTS ARE INCLUDED AS ADDITIONAL INSURED WITH REGARDS TO THE GENERAL LIABILITY PER THE ATTACHED FORMS. WAIVER OF SUBROGATION APPLIES WITH REGARDS TO THE GENERAL LIABILITY AND WORKERS COMPENSATION PER THE ATTACHED FORMS.
CITY OF VISTA
200 CIVIC CENTER DRIVE
VISTA, CA 92084
INTECOM-02 CERTT5
Rancho Mesa Insurance Services, Inc.
2355 Northside Drive Suite 200
San Diego, CA 92108
Philadelphia Indemnity Ins Co
Zenith Insurance Company
X
8/1/2026
X
X
X
X
X
X X
X
X
X
Docusign Envelope ID: 79E1943D-15BF-4133-A85F-72E163A94393 10/28/2025 C4 Page 6 of 109
POLICY NUMBER: COMMERCIAL GENERAL LIABILITY
CG 20 10 04 13
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
CG 20 10 04 13 © Insurance Services Office, Inc.,2012 Page 1of 2 ADDITIONAL INSURED – OWNERS, LESSEES OR
CONTRACTORS – SCHEDULED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s) Location(s) Of Covered Operations
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
A. Section II – Who Is An Insured is amended to
include as an additional insured the person(s) or
organization(s) shown in the Schedule, but only
with respect to liability for "bodily injury", "property damage" or "personal and advertising injury"
caused, in whole or in part, by:
1. Your acts or omissions; or
2.The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insured(s) at the location(s)
designated above.
However:
1. The insurance afforded to such additional
insured only applies to the extent permitted by
law; and
2. If coverage provided to the additional insured is
required by a contract or agreement, the
insurance afforded to such additional insured
will not be broader than that which you are
required by the contract or agreement to
provide for such additional insured.
B.With respect to the insurance afforded to these
additional insureds, the following additional
exclusions apply:
This insurance does not apply to "bodily injury" or
"property damage" occurring after:
1. All work, including materials, parts or
equipment furnished in connection with such
work, on the project (other than service,
maintenance or repairs) to be performed by or
on behalf of the additional insured(s) at the
location of the covered operations has been
completed; or
2. That portion of "your work" out of which the
injury or damage arises has been put to its
intended use by any person or organization
other than another contractor or subcontractor
engaged in performing operations for a
principal as a part of the same project.
PHPK2586415-022
City of Vista Redevelopment & Housing
Docusign Envelope ID: 79E1943D-15BF-4133-A85F-72E163A94393 10/28/2025 C4 Page 7 of 109
C.With respect to the insurance afforded to these
additional insureds, the following is added to
Section III – Limits Of Insurance:
If coverage provided to the additional insured is
required by a contract or agreement, the most we
will pay on behalf of the additional insured is the
amount of insurance:
1. Required by the contract or agreement; or
2. Available under the applicable Limits of
Insurance shown in the Declarations;
whichever is less.
This endorsement shall not increase the
applicable Limits of Insurance shown in the
Declarations.
Docusign Envelope ID: 79E1943D-15BF-4133-A85F-72E163A94393 10/28/2025 C4 Page 8 of 109
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WORKERS COMPENSATION AND EMPLOYERS LIABILITY INSURANCE POLICY TheZenith®
BLANKET WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS
ENDORSEMENT
We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against any person or organization with whom you have a written contract that requires you to obtain this agreement from us.
The additional premium for this endorsement shall be 2.00% of the California workers compensation premium otherwise due.
Minimum Premium: $0
This endorsement changes the policy to which it is attached and is effective on the date issued unless otherwise stated. (The information below is required only when this endorsement is issued subsequent to preparation of the policy.) Endorsement Effective 08/01/2025
Insured INTERFAITH COMMUNITY SERVICES
Policy No. M1302806 CA
Policy Period 08/01/2025 To 08/01/2026
Issued On 07/29/2025
At San Diego, CA
WC-99-04-25B
(Ed. 10-07)
ZENITH INSURANCE COMPANY - 13145
A.AMLIF-11
CHIEF EXECUTIVE OFFIC
Endorsement No. 13
Docusign Envelope ID: 79E1943D-15BF-4133-A85F-72E163A94393 10/28/2025 C4 Page 21 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0
CONTRACT FOR SERVICES
THIS "CONTRACT" is entered into by and between the "Parties" as of t `r _.24:»:=;, Contract Date").
1.0 THE "PARTIES"
The "City":
CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084
Working Contact: Jonathan Lung
Billing Contact: Yesenia Alvarenga
The "Contractor"
INTERFAITH COMMUNITY SERVICES,
INC., a California 501(c)(3) organization
550 W Washington Avenue
Escondido, CA 92025
Contact: Greg Anglea
2.0 BASIC TERMS
2.1 The "Services" to be performed by Contractor are set forth in City's Request for Proposals ("Exhibit A").
2.2 Contractor desires to enter into this "Contract" with City for the Services. •
2.3 The "Project" for which the Services are required is described in Exhibit A.
2.4 Contractor has submitted to City a Proposal to perform the Services dated May 22, 2025 ("Exhibit B").
2.5 The "Contract Ceiling Price" is $200,000 per year.
3.0 CONTRACT TERM
3.1 This Contract shall take effect as of the Contract Date.
3.2 This Contract shall be in effect for 12 calendar months ("Term"). The Term may be extended at the City's option for an additional 24 months, in increments of City's choice, for a maximum Term of 36 months from the Contract Date.
3.3 City may terminate this Contract upon 30 -days' written notice to Contractor. In such event, or upon request of City, Contractor shall assemble all City documents in the Contractor's possession, put them in order for proper filing and closing, and deliver the documents to City. In the event of termination, Contractor shall be paid for work performed to the termination date. City shall make the final determination as to the portion of tasks completed and the compensation to be paid.
4.0 SCOPE
Contractor shall perform all Services including, labor, materials, software, supplies, reports, and documents for as may be required from time to time, in accordance with Exhibit A. The Services shall be complete, and all work, material and services not expressly called for in the City Services (Non -Construction) (RFP)
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EXHIBIT 3
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Proposal which may be necessary to carry out the Contract in good faith, shall be performed by the Contractor at no increase in cost to City. In the event of a conflict between the provisions of Exhibit A and Exhibit B, the provisions of Exhibit A shall control.
5.0 COMPENSATION
5i City shall pay Contractor on a time and material rate as set forth in Exhibit B for the Services to be performed.
5.2 An invoice for payment shall be submitted in a form satisfactory to City. At a minimum, the invoice shall include: the purchase order number, the work order number, a description of the work performed, and a total amount.
5.3 Changes in, additions to, or deductions from the Services, including increases or decreases in the quantity of any item or portion of the Services, shall be set forth in a written change order executed by City and by the Contractor which shall specify:
5.3.1 The changes, additions, and deductions to be made.
5.3.2 The increase or decrease in compensation due the Contractor, if any.
5.3.3 Adjustment in the time of completion, if any.
5.4 Contract Ceiling Price
5.4.1 In no event shall City be liable for paying more than the Contract Ceiling Price for Contractor's services rendered under this Contract.
5.4.2 If it becomes foreseeable that Contractor will need to perform services such that the cumulative total of costs to City will exceed the maximum permitted by this Contract, any such cost overrun will be handled pursuant to the change order procedure in Chapter 3.08. City and Contractor recognize that City lacks authority to exceed the cost ceiling without the express authorization of the City Council. If the maximum cost to City for this Contract is exceeded unexpectedly, payment shall be made as mutually agreeable and disputes shall be handled pursuant to this Contract, but work shall cease as soon as is reasonably feasible once the cost ceiling plus allowable change orders, if any, is exceeded.
5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract.
6.0 CONTRACT DOCUMENTS
The Contract comprises the following documents including all additions, deletions, modifications and appendices and all addenda setting forth any modifications or interpretations of any of these documents: Documents required under Exhibits A —E.
City Services (Non -Construction) (RFP)
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Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0
7.0 TIME FOR COMPLETION AND COMMENCEMENT OF SERVICES
All Services under the Contract must be completed in compliance with the schedule in Exhibit B.
8.0 ASSISTANCE BY CITY
All information, data, records, reports, and maps as are in possession of City and necessary for the carrying out of this work shall be available to Contractor without charge. City shall make available to Contractor members of its staff for consultation with Contractor in the performance of this Contract. City does not warrant that the information data, records, reports, and maps heretofore or to be provided to Contractor are complete or accurate and Contractor should satisfy itself as to accuracy and completeness. City and Contractor agree that City shall have no liability should any information, data, records, reports, and maps be inaccurate, incomplete, or misleading. Unless provided in Exhibit A, no other assistance shall be provided by City to Contractor.
9.0 STANDARD OF PERFORMANCE
9.1 Contractor represents and warrants that it has the training, qualifications, experience, and facilities necessary to properly perform the Services required under this Contract in a thorough, competent, and professional manner. At all times Contractor shall faithfully, competently and to the best of its ability, experience, and talent, perform all services described herein. In meeting its obligations under this Contract, Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to those required of Contractor under this Contract.
9.2 Contractor shall keep itself informed of and comply with all applicable federal, state, and local laws, statutes, codes, ordinances, regulations, and rules in effect during the Term of this Contract. Contractor shall obtain any and all licenses, permits and authorizations necessary to perform the services set forth in this Contract, including any business licenses required by City. Neither City, nor any elected or appointed boards, officers, officials, employees, or agents of City, shall be liable, at law or in equity, as a result of any failure of Contractor to comply with this Section.
10.0 CONTRACTOR'S STATUS; CONTRACTOR'S EMPLOYEES
10.1 Contractor shall perform the services provided for herein in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling. Contractor is not to be considered an employee of City, nor shall any employees of Contractor be considered employees of City, for any purpose. Contractor shall be under the direction and control of City staff only as to the results to be accomplished. This Contract is not intended to create the relationship of partnership, joint venture, or association between City and Contractor.
10.2 Contractor represents and warrants that all design professional services, if any, shall be provided by a person or persons duly licensed by the State of California to provide the type of services described in Exhibit A.
10.3 Neither Contractor, nor any of Contractor's officers, employees, or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City Services (Non -Construction) (RFP)
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Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 City's employees. Contractor expressly waives any claim Contractor may have to any such rights.
10.4 Contractor is aware of the requirements of the Immigration Reform and Control Act of 1986 and shall comply with those requirements, including, but not limited to, verifying the eligibility for employment of all of Contractor's officers, employees, agents, and subcontractors that are included in this Contract.
10.5 The payment made to Contractor pursuant to this Contract shall be the full and complete compensation to which Contractor and Contractor's officers, employees, agents, and subcontractors are entitled for performance of any work under this Contract. Neither Contractor nor Contractor's officers or employees are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the City. City will not make any federal or state tax withholdings on behalf of Contractor. City shall not be required to pay any workers' compensation insurance on behalf of Contractor.
10.6 Contractor agrees to defend and indemnify City for any obligation, claim, suit or demand for tax, retirement contribution including any contribution to the Public Employees Retirement System (PERS), social security, salary or wages, overtime payment, or workers' compensation payment which City may be required to make on behalf of Contractor or any employee of Contractor, or any employee of Contractor construed to be an employee of City, for work done under this Contract. This is a continuing obligation that survives the termination of this Contract.
11.0 CIVIL RIGHTS
11.1 Contractor agrees to comply with Title VII of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act, the Americans with Disabilities Act of 1990, any other applicable federal and state laws and regulations hereinafter enacted.
11.2 Contractor shall not knowingly deny an opportunity or benefit, discriminate against or harass, any employee or applicant for employment on account of the person's race, color, ethnicity, national origin, ancestry, religion, creed, veteran status, physical disability, mental disability, medical condition, marital status, sex, sexual orientation, age, or other status protected from workplace discrimination by state or federal law.
11.3 Contractor shall not knowingly give preferential treatment to any applicant for employment on the basis of race, color, ethnicity, national origin, ancestry, religion, creed, physical disability, mental disability, medical condition, marital status, sex, or sexual orientation.
11.4 This section shall be interpreted in a manner that is consistent with the California and United States Constitutions and applicable state and federal statutes governing workplace discrimination. The terms used in this section shall have the same meaning as defined in state statutes governing the same subject matter.
11.5 Nothing in this section shall be interpreted as prohibiting bona fide occupational qualifications consistent with applicable state and federal law and reasonably necessary to the normal operation of Contractor. Nothing in this section shall be interpreted as prohibiting regulations and policies to prevent nepotism or conflicts of interest.
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11.6 Nothing in this Section shall be interpreted as prohibiting action taken to establish or maintain eligibility for any federal program, where ineligibility would result in a loss of federal funds to City.
11.7 To the fullest extent permitted by law and without limitation by the other provisions of this Contract relating to indemnification and insurance, Contractor shall also indemnify, defend and hold harmless City, and its directors, officers, employees and agents from and against all liability (including without limitation all claims, damages, penalties, fines, and judgments, associated investigation and administrative expenses, and defense costs, including but not limited to reasonable attorneys' fees, court costs, and costs of alternative dispute resolution) resulting from any claim of discrimination or harassment, including but not limited to sexual harassment, arising from the conduct of the Contractor or any of the Contractor's officers, employees, agents, licensees, or subcontractors. In the event of a discrimination or harassment complaint against any employee, agent, licensee or subcontractors of Contractor or its subcontractors, Contractor shall take immediate and appropriate action in response to such complaint, including, but not limited to termination or appropriate discipline of any responsible employee, agent, licensee or subcontractors. The provisions of this Section survive completion of the services or termination of the Contract.
12.0 CONTROL OF SERVICES
Each Party shall appoint a representative who shall have the authority to represent and act for that Party ("Representative"). Any written or verbal directions or requests of City's Representative delivered to the Contractor's Representative shall have the same force and effect as if delivered to the Contractor. The Contractor's Representative shall have the authority to sign any change order, coordinate the work of all subcontractors and make other decisions pertaining to the Contract.
13.0 ASSIGNMENT AND SUBCONTRACTING
13.1 Neither this Contract nor any interest herein may be transferred, assigned, conveyed, hypothecated, or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of the City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty-five percent (25%) of the present ownership and/or control of Contractor, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Contract shall be void. No approved transfer shall release the Contractor or any surety of Contractor of any liability hereunder without the express consent of City.
13.2 Contractor shall be fully responsible to the City for any acts and omissions of Contractor's subcontractor, including persons either directly or indirectly employed by subcontractor, in the event Contractor subcontracts any of the work to be performed under this contract. Contractor's responsibility under this paragraph shall be identical to Contractor's liability for acts and omissions of Contractor and employees of the Contractor. Nothing contained in this Contract shall create any contractual relationship between City and any subcontractor of Contractor, but Contractor shall bind every subcontractor and every subcontractor of a subcontractor by the terms of this contract applicable to Contractor's work, unless such change, omission, or addition is approved in advance in writing by the City Manager or the City Manager's designee. All subcontractors are subject to the prior written review and approval of the City Manager or the City Manager's designee.
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14.0 LICENSES
If a license of any kind, which term is intended to include evidence of registration, is required of Contractor, its employees, agents, or subcontractors by federal, state, or local law, Contractor warrants that such license has been obtained, is valid and in good standing, and that any required bond has been posted in accordance with all applicable laws and regulations.
15.0 FINANCIAL RECORDS
15.1 Contractor shall maintain any and all documents, ledgers, books of account, invoices, vouchers, canceled checks, or records demonstrating or relating to Contractor's performance of services pursuant to this Contract or evidencing or relating to expenditures and disbursements charged to City pursuant to this Contract. Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the services provided by Contractor pursuant to this Contract. Any and all such documents or records shall be maintained for three years from the date of execution of this Contract and to the extent required by laws relating to audits of public agencies and their expenditures. It is expressly understood and agreed that the provisions of this Section will survive termination of this Contract.
15.2 Any and all records or documents required to be maintained pursuant to this Section shall be made available for inspection, audit and copying, at any time during regular business hours, upon request by City or its Representative. Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made available at Contractor's address indicated for receipt of notices in this Contract or the primary location from which services are rendered, whichever is closer.
16.0 OWNERSHIP OF DOCUMENTS
16.1 Upon delivery, the work product, including without limitation, all original reports, writings, recordings, drawings, files, computer code, and detailed calculations developed under this contract, are the property of City. Contractor agrees that all copyrights which arise from creation of the work pursuant to this contract shall be vested in City and hereby assigns, waives, and relinquishes all claims to copyright or other intellectual property rights in favor of City. City acknowledges that its use of the work product is limited to the purposes contemplated by the scope of Services and that Contractor makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the scope of Services. If Contractor is providing copyrighted, proprietary materials in the performance of the Services, then the intellectual property provisions of Exhibit B shall prevail over the provisions of this section.
16.2 Contractor represents that it has secured all necessary licenses, consents, or approvals to use the components of any intellectual property, including computer software, used in the rendering of services and the production of the work product produced under this Contract, and that City has full legal title to and the right to reproduce such materials. The Contractor covenants to defend, indemnify and hold City harmless of any loss, claim or liability in any way related to a claim that they are violating or have violated any federal, state or local laws, or any contractual provisions, relating to trade names, licenses, franchises, patents or City Services (Non -Construction) (RFP)
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Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 other means of protecting interests in products or inventions. Contractor shall bear all costs arising from the use of patented, copyrighted, trade secret or trademarked materials, equipment, devices, or processes used on or incorporated in the services and materials produced under this Contract. In case such materials, equipment, devices, or processes are held to constitute an infringement and their use is enjoined, Contractor, at its expense, shall: (a) secure for City the right to continue using the materials by suspension of any injunction or by procuring a license or licenses for the City; or (b) modify the materials so that they become non -infringing.
17.0 CONFIDENTIALITY
17.1 Contractor shall treat all information obtained from City in the performance of this Contract as confidential and proprietary to City. Contractor shall treat all records and work product prepared or maintained by Contractor in the performance of this Contract as confidential.
17.2 Contractor agrees that it will not use any information obtained as a consequence of the performance of work for any purpose other than fulfillment of Contractor's scope of Services. Contractor will not disclose any information prepared for City or obtained from City or obtained as a consequence of the performance of work to any person other than City, or its own employees, agents or subcontractors who have a need for the information for the performance of Services under this Contract unless such disclosure is specifically authorized in writing by City.
18.0 CONFLICT OF INTEREST REQUIREMENT
Contractor agrees that, to the extent applicable, it shall comply with and be bound by all laws and regulations deriving from the relationship of the Contractor to the City, including the Political Reform Act (Government Codes Section 87100 et seq.) Chapters 2.32 or 2.33 of the Vista Municipal Code, the Community Redevelopment Act (Health & Safety Code 33000 et seq.) and all regulations promulgated thereunder (collectively "Conflict Laws"). As a condition precedent to the formation of this Contract, Contractor warrants and covenants that it is adequately informed regarding the obligations and duties imposed by the Conflict Laws and that to the best of Contractor's knowledge and belief, there exists no conflict of interest (under the laws) that would disqualify the Contractor from participation in any decisions arising out of the performance of this Contract. Prior to commencement of any work in the performance of this Contract, Contractor shall comply with any applicable requirements of Chapter 2.32 of the Vista Municipal Code, including any requirement to file a financial disclosure statement with the City Clerk.
Contractor further agrees that no employee, agent or subcontractor for Contractor shall perform any work for the City pursuant to this Contract which will violate the Conflict Laws.
19.0 PROHIBITION OF FINANCIAL INTEREST BY CITY OFFICIAL Contractor warrants and covenants to City that no City Official has or will have any current or future financial interest in this Contract as of the date approved, nor shall Contractor promise, offer, or enter into any written, oral or implied Contract, to provide any financial interest or remuneration of any kind or manner to any City official with respect to this Contract. For purposes of this Section, the term "City Official" shall mean and include any elected or appointed officer of City, any employee of City, or any spouse or financial dependent of a City official or employee. A violation of this provision shall render this Contract null and void and Contractor shall be subject to restitution of all fees or money paid or earned under this Contract.
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20.0 INDEMNIFICATION
20i Contractor shall defend, indemnify and hold City and its officers, officials, employees, and volunteers (collectively, "Indemnitees") harmless against any and all liability, loss, damage, fine, penalty, expense, claim or cost (including without limitation costs and fees of litigation) of every nature (collectively, "Liability") arising out of or in connection with this Contract or its performance, including defects in design, except: (1) Liability caused by Indemnitees' sole negligence or willful misconduct; or (2) for Liability caused by Indemnitees' active negligence, in which case the indemnity received by Indemnitees shall be reduced by the amount: (i) that Indemnitees' active negligence contributed to the Liability on a comparative basis; or (ii) such other amount as may be required by law ("Duty of Indemnification").
20.2 Contractor, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to activities or operations performed by or on behalf of the Contractor regardless of any prior, concurrent, or subsequent active or passive negligence by the Indemnitees. In the event there is more than one person or entity named in the Agreement as a Contractor, then all obligations, liabilities, covenants, and conditions under this instrument shall be joint and several.
21.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.
22.0 SERVICE OF NOTICE
22.1 Any notice, which either Party may desire to give to the other Party, must be in writing and may be given by personal delivery to the Party's Representative or by overnight courier service to the Party's address set forth in Section 1.0. Notice may also be given by mailing it by registered or certified mail, return receipt requested, to the other Party at the address set forth in Section 1.0. Any notice given by mail will be deemed given 48 hours after such notice is deposited in the United States mail, addressed as provided with postage fully prepaid.
22.2 A Party may change its address by giving notice as provided above, and the changed address shall thereafter be deemed to be the address set forth in Section 1.0.
23.0 LABOR LAW COMPLIANCE
California Labor Code Sections 1860 and 3700 provide that every contractor will be required to secure the payment of compensation to its employees. In accordance with the provisions of California Labor Code Section 1861, Contractor hereby certifies as follows:
I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for worker's compensation or to undertake self- insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract."
24.0 SURVIVAL OF COVENANTS
Contractor's obligations under Sections 16, 17 and 20 shall survive the termination of this Contract.
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25.0 SPECIAL PROVISIONS
This Contract is subject to, and Contractor shall comply with, the special provisions referenced in Exhibit E, if any.
26.0 EXHIBITS
All documents referenced as exhibits in this Contract, or referenced in an exhibit to this Contract, are incorporated herein.
27.0 APPLICABLE LAW, VENUE
This Contract shall be construed and enforced under the laws of the State of California. If any action is commenced by any Party to this Contract, such action shall be filed in a court of competent jurisdiction within the County of San Diego, California.
28.0 COUNTERPARTS; ELECTRONIC SIGNATURES; ELECTRONIC DELIVERY This Agreement may be executed in separate counterparts, none of which need contain the signatures of both Parties, and each of which, when so executed, shall be deemed an original and all together shall constitute and be one of the same instrument. The Parties agree that this Agreement, whether executed by electronic signature, digital signature, or constituting a scanned or electronically reproduced copy or image of this Agreement bearing the signatures of the Parties, will be deemed an original and will represent competent evidence of the execution, terms and existence of this Agreement notwithstanding the failure or inability to produce an original executed Agreement or counterpart thereof, and without the requirement that the unavailability of such original executed Agreement or counterpart thereof first be proven.
Further, the exchange of this entire executed Agreement (and/or such exhibit(s) or document(s)) that is in photostatic or portable document format (.pdf) form by electronic mail or by another electronic means shall be considered original(s) and shall constitute effective execution and delivery of the original(s).
29.0 MODIFICATIONS
This Contract contains the entire agreement, between the Parties and supersedes all prior negotiations, discussions, obligations, and rights of the Parties in respect of each other regarding the subject matter of this Contract. There is no other written or oral understanding between the Parties. No modification, amendment, or alteration of this Contract shall be valid unless it is in writing and signed by all Parties.
Continued on page 10.]
City Services (Non -Construction) (RFP)
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30.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.
City" "Contractor"
CITY OF VISTA, a
ch.
ered municipal INTERFAITH COMMUNITY SERIVCES, a
corpora on California 501(c)(3) organization
By:
JO
ATTE
KATHY ALDEZ, CI ' • LERK
MAYOR
By: ,)
APPROVED AS TO FORM:
WALTER CHUNG, CITY ATTORNEY
173:;k7:
e by:
By:
RISK MANAGEMENT REVIEW:
ANALISA HOLBROOK, RISK MANAGER
iy .. by:
yea, -•k
APPROVED
Walter C. Chung
20250529104358
City Services (Non -Construction) (RFP)
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By: rDocu5lyned
by:
Gvto aviltkA.
Greg Anglea CEO
Name/Title
By:
Name/Title
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EXHIBIT A
REQUEST FOR PROPOSALS
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CITY OF VISTA
@,)
C A L I F O R N I A
City of Vista
Housing and Homeless Services Division
STRATEGIC PLAN TO ADDRESS HOMELESSNESS:
Vista Emergency Housing Assistance Program — Category 2 Request for Proposals (RFP)
Applications Available Application
Due Date
April 29, 2025
May 23, 2025
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 I. INTRODUCTION AND PURPOSE
On March 10, 2020, Vista City Council adopted the Strategic Plan to Address Homelessness StrategicPlan)which identifies three specific goals: (1) preventing homelessness, (2) improving quality of life, and (3) reducing homelessness.
The City of Vista (City) is soliciting written proposals from qualified service providers to administer emergency rental assistance to households that meet the requirements of Category 2 Homeless as defined by the Department of Housing and Urban Development ("HUD"). HUD defines Category 2 Homeless as individuals and families who will imminently lose their primary nighttime residence within 14 days of application for rental assistance, no subsequent residence has been identified and lack of resources or support networks to obtain permanent housing1.The goal of this Vista Emergency Housing Assistance Program — Category 2 (VEHAP-C2) is to regain housing stability for Vista residents by collecting and considering emergency housing assistance applications from households that meet the HUD Category 2 Homeless definition. Eligible assistance includes rental and utility assistance, including arrears.
II. CITY EXPECTATIONS
The City seeks a qualified and experienced Program Administrator with expertise in administering emergency housing assistance funds and supporting vulnerable households. The selected provider must:
Serve clients within Vista city limits;
Administer rental assistance payments directly to landlords and utility providers; Submit anonymized monthly client data and program expenditures; and Begin operations within 30 days of contract execution.
III. FUNDING AND METHOD OF PAYMENT
The City intends to award a one-year contract, with the option to extend for additional terms in increments at the City of Vista's discretion, contingent on the availability of funding. The total program budget shall not exceed $200,000 in the initial 12 -month term. Individual household awards shall not exceed $5,000 and are limited to a maximum of three months of assistance, including arrears.
Administrative and staffing costs shall not exceed 10% of the budget.
Monthly invoices must include detailed services, tasks, hours, and rates.
Program funding will be allocated as follows:
o 75% of the funding pool is reserved for households earning up to 65% of Area Median Income (AMI);
o 25% of the funding pool is reserved for households earning between 66% and 80% of AMI.
o Income Limits:
Household 1 2 3 4 5 6 7 8
Size person person person person person person person person https://www.hudexchange.info/homelessness-assistance/coc-esg-virtual-binders/coc-esq-homeless- eligibi lity/four-categories/category-2/
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 65%AMI 75,900 86,250 96,600 106,95
0 116,550 126,150 135,750 145,350
80%AMI 92,700 105,950 119,200 132,400 143,000 153,600 164,200 174,800 o The County of San Diego annual y publishes income limits as determined by HUD. The Program Administrator will be responsible for ensuring that AMI eligibility is determined using current levels published at the time of each award2.
Please note, the City expects a majority of the funding to be used for direct housing assistance to eligible households. No new agency staff are expected to be added and the City will look critically at proposed staffing and administrative costs for reasonableness in completing its review. Administrative and staffing costs may not exceed 1O% IV.SCOPE OF SERVICES
Program Administrators will:
Accept and process applications from eligible households within city limits on a first -come, first -served basis;
Provide up to $5,000 per household in rental assistance for a maximum of three months; Verify payment requirement(s) with housing or service provider; Pay arrears prior to forward assistance, if applicable; Ensure all funds are disbursed directly to landlords or utility providers; o Required documentation:
From the Landlord:
Valid City of Vista business license (if applicable3);
Completed W-9 form,
Signed affidavit confirming no duplicate rent assistance received for the same tenant/month and all rents/payments will be up to date as a result of an award.
From the Tenant:
Executed Rental Assistance Agreement,
Signed affidavit confirming the tenant is not receiving other rental assistance for the covered months,
Circulate information on the availability of the housing assistance programs in coordination with the City of Vista;
Verify aspects of the housing assistance program applications:
o Household size and income;
o Most recent housing payment made immediately preceding emergency need; Provide financial literacy and budgeting coaching for awarded households; and Create and send letters to tenant applicants confirming or denying housing assistance payment(s).
2 https://www.sandiecocounty.cov/content/sdc/sdhcd/rental-assistance/income-limits-ami.html 3 https://www.vista.gov/business/business-licenses
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Programmatic Evaluation and Annual Report
In order to determine the effectiveness of the housing assistance program, the Program Administrator will track, evaluate, and report the following to the City monthly:
Summary of applicants who were approved and received housing assistance:
o Name and address
o Participant Eligibility
Household size and income
o Basic demographics
o Reason for financial loss
o Total housing assistance payment(s) approved including the amount paid and for what time period
Summary of Applicants who were denied housing assistance including the following:
o Name, address, and reason for housing assistance program denial Housing status of program participants six months and 12 months after receiving housing assistance
Client Satisfaction Survey of all awarded households to determine their satisfaction with participating in the program and working with the Program Administrator.
The Program Administrator shall also provide the City with an annual report containing the above - described information, within 45 days of completion of the first contract year. If the contract between the City and Program Administrator is extended, the Program Administrator shall provide annual reports following each subsequent contract year.
V. ELIGIBILITY CRITERIA
Applicants must be organizations or government entities serving San Diego County low-income residents. Applicants must:
Have experience administering emergency rental assistance, Operate within the city of Vista,
Demonstrate capacity to engage in client outreach, assess financial need and provide supportive services such as case management and financial planning, Demonstrate the capacity to execute an agreement in accordance with the City's Standard Contract for Services and to satisfy the City's insurance requirements, as outlined in Appendix A.
Have the ability to administer assistance payments quickly to prevent the imminent loss of housing.
VI. PROPOSALS
Proposals must include:
Cover Letter: Brief organizational overview, key staff, qualifications, insurance compliance, and commitment to the City's contract terms.
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Approach: Methodology for client outreach, intake, financial assessment, and rental assistance disbursement. Describe data collection and outcome tracking.
Staffing: Staff roles, qualifications, and time commitment. Include Board of Directors and resumes of key personnel.
Outcomes: Projected number of households served, evictions prevented, and housing retention at 6 and 12 months.
Budget: 12 -month project budget detailing labor and staffing costs, not to exceed 10% of the total budget.
Schedule: Timeline of program tasks and deliverables.
VII. REVIEW OF PROPOSALS
Proposals will be reviewed for:
1. Experience and expertise with emergency housing assistance programs (25 points);
2. Demonstrated ability to meet project deadlines (20 points);
3. Staff qualifications and capacity to perform services (20 points);
4. Quality of consultant's work, demonstrated by samples of past performance with similar programs (20 points);
5. Budget effectiveness (15 points).
The City may conduct interviews prior to final selection. Contract execution is expected promptly after award.
VIII. AWARD OF AGREEMENT
Upon completion of the review period, the City intends to notify the proposer whose proposal will be considered for further evaluation and negotiation. Any delay caused by proposer's failure to respond to direction from the City may lead to a rejection of the proposal. a. If the City determines, after further evaluation and negotiation, to award the agreement, a professional services agreement will be sent to the successful proposer for the proposer's signature. No proposal shall be binding upon the City until after the agreement is signed by duly authorized representatives of both the service provider and the City. b. The City reserves the right to reject any or all proposals, and to waive any irregularity in a proposal. The award of the agreement will be based upon a total review and analysis of each proposal and projected costs.
c. The City expects the selected provider to begin services within 30 days after execution of agreement.
Timeline for Submission and Award:
Activity Date
Public Notice announcing RFP April 29, 2025
Final Date for Submissions of Questions May 9, 2025
Proposal Submission Deadline May 23, 2025,5:00 p.m.
Interviews (if needed)May 26 — 27, 2025
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Selection and Funding Award May 28, 2025
IX. Submission of Proposal
To submit an application, interested applicants shall register on City of Vista's Electronic Bidding System, OpenGov Procurement, https://secure.procurenow.com/portal/cityofvista . Once registered, applicants must download the application package while logged in under their own name and identification number to appear on the Electronic Prospective Bidders List as a Prospective Bidder." Proposers that fail to download the application package will not appear on the Electronic Prospective Bidders List and their proposals will be considered non -responsive. If an applicant is unable to register or download the application package from OpenGov Procurement, an applicant representative may contact OpenGov Procurement to troubleshoot the problem.
All application documents must be uploaded using OpenGov Procurement at the time of opening applications as instructed in this RFP. Once file(s) have been uploaded and the Submission Status shows as "Submitted" the submission is complete. At that point applicants will receive an email confirmation from OpenGov Procurement. Applications must be received in OpenGov Procurement no later than 5:00 p.m. PM PST (on the dot) on Friday, M ay 2 3, 2 0 2 5.
Applications received after the above -stated time and date will not be considered. Email or fax responses will not be accepted.
Any subsequent changes in the RFP from the date of issuance to the date of submittal will result in an addendum that will be provided through OpenGov Procurement to those listed on the Electronic Prospective Bidders' List by via email.
X. Submission of Questions.
All RFP related questions shall be submitted via "Q&A" through the City's Electronic Bidding System, OpenGov Procurement. Phone call questions will not be accepted. Answers to all submitted questions will be provided in an addendum through OpenGov Procurement. Questions must be submitted prior to the deadline specified in the RFP Schedule, below.
XI. Right to Reject Proposals
The City reserves the right to request additional information from proposers. By the act of submitting a proposal, proposers acknowledge and agree to the terms and conditions of this RFP and to the accuracy of the information they submit in response. The City reserves the right to reject any and all submittals, waive any irregularities in the submittal requirements, or cancel this RFP at anytime.
XII. Disclosure
All Proposals become the property of the City unless a return is specifically requested as specified
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0 in the following section. The City is a public agency subject to the disclosure requirements of the Public Records Act, California Government Code Section 6250. These requirements include an exemption for "trade secrets". If any proprietary information is contained in or attached to the written proposal, it must be clearly identified. In order to protect trade secrets from disclosure, pursuant to a public Records Acts request, you must agree in writing to defend and indemnify the City if litigation results.
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0
APPENDIX A
CONTRACT FOR SERVICES
THIS "CONTRACT" is entered into by and between the "Parties" as of Contract Date").
1.0 THE "PARTIES"
The "City": The "Contractor"
CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084
Working Contact: workingname
Billing Contact: billingname
2.0 BASIC TERMS
NAMEX, statusx
Address
Address
Contact: name
2.1 The "Services" to be performed by Contractor are set forth in City's Request for Proposals ("Exhibit A").
2.2 Contractor desires to enter into this "Contract" with City for the Services.
2.3 The "Project" for which the Services are required is described in Exhibit A.
2.4 Contractor has submitted to City a Proposal to perform the Services dated proposaldate ("Exhibit B").
2.5 The "Contract Ceiling Price" is $xx,xxx per year.
3.0 CONTRACT TERM
3.1 This Contract shall take effect as of the Contract Date.
3.2 This Contract shall be in effect for xx calendar months ("Term"). The Term may be extended at the City's option for an additional xx months, in increments of City's choice, for a maximum Term of xx from the Contract Date.
3.3 City may terminate this Contract upon 30 -days' written notice to Contractor. In such event, or upon request of City, Contractor shall assemble all City documents in the Contractor's possession, put them in order for proper filing and closing, and deliver the documents to City. In the event of termination, Contractor shall be paid for work performed to the termination date. City shall make the final determination as to the portion of tasks completed and the compensation to be paid.
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0
4.0 SCOPE
Contractor shall perform all Services including, labor, materials, software, supplies, reports, and documents for as may be required from time to time, in accordance with Exhibit A. The Services shall be complete, and all work, material and services not expressly called for in the
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Proposal which may be necessary to carry out the Contract in good faith, shall be performed by the Contractor at no increase in cost to City. In the event of a conflict between the provisions of Exhibit A and Exhibit B, the provisions of Exhibit A shall control.
5.0 COMPENSATION
5.1 City shall pay Contractor on a time and material rate as set forth in Exhibit B for the Services to be performed.
5.2 An invoice for payment shall be submitted in a form satisfactory to City. At a minimum, the invoice shall include: the purchase order number, the work order number, a description of the work performed, and a total amount.
5.3 Changes in, additions to, or deductions from the Services, including increases or decreases in the quantity of any item or portion of the Services, shall be set forth in a written change order executed by City and by the Contractor which shall specify:
5.3.1 The changes, additions, and deductions to be made.
5.3.2 The increase or decrease in compensation due the Contractor, if any.
5.3.3 Adjustment in the time of completion, if any.
5.4 Contract Ceiling Price
5.4.1 In no event shall City be liable for paying more than the Contract Ceiling Price for Contractor's services rendered under this Contract.
5.4.2 If it becomes foreseeable that Contractor will need to perform services such that the cumulative total of costs to City will exceed the maximum permitted by this Contract, any such cost overrun will be handled pursuant to the change order procedure in Chapter 3.08. City and Contractor recognize that City lacks authority to exceed the cost ceiling without the express authorization of the City Council. If the maximum cost to City for this Contract is exceeded unexpectedly, payment shall be made as mutually agreeable and disputes shall be handled pursuant to this Contract, but work shall cease as soon as is reasonably feasible once the cost ceiling plus allowable change orders, if any, is exceeded.
5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract.
6.0 CONTRACT DOCUMENTS
The Contract comprises the following documents including all additions, deletions, modifications and appendices and all addenda setting forth any modifications or interpretations of any of these documents: Documents required under Exhibits A —E.
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7.0 TIME FOR COMPLETION AND COMMENCEMENT OF SERVICES
All Services under the Contract must be completed in compliance with the schedule in Exhibit B.
8.0 ASSISTANCE BY CITY
All information, data, records, reports, and maps as are in possession of City and necessary for the carrying out of this work shall be available to Contractor without charge. City shall make available to Contractor members of its staff for consultation with Contractor in the performance of this Contract. City does not warrant that the information data, records, reports, and maps heretofore or to be provided to Contractor are complete or accurate and Contractor should satisfy itself as to accuracy and completeness. City and Contractor agree that City shall have no liability should any information, data, records, reports, and maps be inaccurate, incomplete, or misleading. Unless provided in Exhibit A, no other assistance shall be provided by City to Contractor.
9.0 STANDARD OF PERFORMANCE
9.1 Contractor represents and warrants that it has the training, qualifications, experience, and facilities necessary to properly perform the Services required under this Contract in a thorough, competent, and professional manner. At all times Contractor shall faithfully, competently and to the best of its ability, experience, and talent, perform all services described herein. In meeting its obligations under this Contract, Contractor shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing services similar to those required of Contractor under this Contract.
9.2 Contractor shall keep itself informed of and comply with all applicable federal, state, and local laws, statutes, codes, ordinances, regulations, and rules in effect during the Term of this Contract. Contractor shall obtain any and all licenses, permits and authorizations necessary to perform the services set forth in this Contract, including any business licenses required by City. Neither City, nor any elected or appointed boards, officers, officials, employees, or agents of City, shall be liable, at law or in equity, as a result of any failure of Contractor to comply with this Section.
10.0 CONTRACTOR'S STATUS; CONTRACTOR'S EMPLOYEES
10.1 Contractor shall perform the services provided for herein in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling.
Contractor is not to be considered an employee of City, nor shall any employees of Contractor be considered employees of City, for any purpose. Contractor shall be under the direction and control of City staff only as to the results to be accomplished. This Contract is not intended to create the relationship of partnership, joint venture, or association between City and Contractor.
10.2 Contractor represents and warrants that all design professional services, if any, shall be provided by a person or persons duly licensed by the State of California to provide the type of services described in Exhibit A.
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10.3 Neither Contractor, nor any of Contractor's officers, employees, or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 City's employees. Contractor expressly waives any claim Contractor may have to any such rights.
10.4 Contractor is aware of the requirements of the Immigration Reform and Control Act of 1986 and shall comply with those requirements, including, but not limited to, verifying the eligibility for employment of all of Contractor's officers, employees, agents, and subcontractors that are included in this Contract.
10.5 The payment made to Contractor pursuant to this Contract shall be the full and complete compensation to which Contractor and Contractor's officers, employees, agents, and subcontractors are entitled for performance of any work under this Contract. Neither Contractor nor Contractor's officers or employees are entitled to any salary or wages, or retirement, health, leave or other fringe benefits applicable to employees of the City. City will not make any federal or state tax withholdings on behalf of Contractor. City shall not be required to pay any workers' compensation insurance on behalf of Contractor.
10.6 Contractor agrees to defend and indemnify City for any obligation, claim, suit or demand for tax, retirement contribution including any contribution to the Public Employees Retirement System (PERS), social security, salary or wages, overtime payment, or workers' compensation payment which City may be required to make on behalf of Contractor or any employee of Contractor, or any employee of Contractor construed to be an employee of City, for work done under this Contract. This is a continuing obligation that survives the termination of this Contract.
11.0 CIVIL RIGHTS
11.1 Contractor agrees to comply with Title VII of the Civil Rights Act of 1964, as amended, the California Fair Employment Practices Act, the Americans with Disabilities Act of 1990, any other applicable federal and state laws and regulations hereinafter enacted.
11.2 Contractor shall not knowingly deny an opportunity or benefit, discriminate against or harass, any employee or applicant for employment on account of the person's race, color, ethnicity, national origin, ancestry, religion, creed, veteran status, physical disability, mental disability, medical condition, marital status, sex, sexual orientation, age, or other status protected from workplace discrimination by state or federal law.
11.3 Contractor shall not knowingly give preferential treatment to any applicant for employment on the basis of race, color, ethnicity, national origin, ancestry, religion, creed, physical disability, mental disability, medical condition, marital status, sex, or sexual orientation.
11.4 This section shall be interpreted in a manner that is consistent with the California and United States Constitutions and applicable state and federal statutes governing workplace discrimination. The terms used in this section shall have the same meaning as defined in state statutes governing the same subject matter.
11.5 Nothing in this section shall be interpreted as prohibiting bona fide
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0 occupational qualifications consistent with applicable state and federal law and reasonably necessary to the normal operation of Contractor. Nothing in this section shall be interpreted as prohibiting regulations and policies to prevent nepotism or conflicts of interest.
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11.6 Nothing in this Section shall be interpreted as prohibiting action taken to establish or maintain eligibility for any federal program, where ineligibility would result in a loss of federal funds to City.
11.7 To the fullest extent permitted by law and without limitation by the other provisions of this Contract relating to indemnification and insurance, Contractor shall also indemnify, defend and hold harmless City, and its directors, officers, employees and agents from and against all liability (including without limitation all claims, damages, penalties, fines, and judgments, associated investigation and administrative expenses, and defense costs, including but not limited to reasonable attorneys' fees, court costs, and costs of alternative dispute resolution) resulting from any claim of discrimination or harassment, including but not limited to sexual harassment, arising from the conduct of the Contractor or any of the Contractor's officers, employees, agents, licensees, or subcontractors. In the event of a discrimination or harassment complaint against any employee, agent, licensee or subcontractors of Contractor or its subcontractors, Contractor shall take immediate and appropriate action in response to such complaint, including, but not limited to termination or appropriate discipline of any responsible employee, agent, licensee or subcontractors.
The provisions of this Section survive completion of the services or termination of the Contract.
12.0 CONTROL OF SERVICES
Each Party shall appoint a representative who shall have the authority to represent and act for that Party ("Representative"). Any written or verbal directions or requests of City's Representative delivered to the Contractor's Representative shall have the same force and effect as if delivered to the Contractor. The Contractor's Representative shall have the authority to sign any change order, coordinate the work of all subcontractors and make other decisions pertaining to the Contract.
13.0 ASSIGNMENT AND SUBCONTRACTING
13.1 Neither this Contract nor any interest herein may be transferred, assigned, conveyed, hypothecated, or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of the City.
Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty-five percent (25%) of the present ownership and/or control of Contractor, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Contract shall be void. No approved transfer shall release the Contractor or any surety of Contractor of any liability hereunder without the express consent of City.
13.2 Contractor shall be fully responsible to the City for any acts and omissions of Contractor's subcontractor, including persons either directly or indirectly employed by subcontractor, in the event Contractor subcontracts any of the work to be performed under this contract. Contractor's responsibility under this paragraph shall be identical to Contractor's liability for acts and omissions of Contractor and employees of the Contractor.
Nothing contained in this Contract shall create any contractual relationship between City and
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0 any subcontractor of Contractor, but Contractor shall bind every subcontractor and every subcontractor of a subcontractor by the terms of this contract applicable to Contractor's work, unless such change, omission, or addition is approved in advance in writing by the City Manager or the City Manager's designee. All subcontractors are subject to the prior written review and approval of the City Manager or the City Manager's designee.
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14.0 LICENSES
If a license of any kind, which term is intended to include evidence of registration, is required of Contractor, its employees, agents, or subcontractors by federal, state, or local law, Contractor warrants that such license has been obtained, is valid and in good standing, and that any required bond has been posted in accordance with all applicable laws and regulations.
15.0 FINANCIAL RECORDS
15.1 Contractor shall maintain any and all documents, ledgers, books of account, invoices, vouchers, canceled checks, or records demonstrating or relating to Contractor's performance of services pursuant to this Contract or evidencing or relating to expenditures and disbursements charged to City pursuant to this Contract. Any and all such documents or records shall be maintained in accordance with generally accepted accounting principles and shall be sufficiently complete and detailed so as to permit an accurate evaluation of the services provided by Contractor pursuant to this Contract. Any and all such documents or records shall be maintained for three years from the date of execution of this Contract and to the extent required by laws relating to audits of public agencies and their expenditures. It is expressly understood and agreed that the provisions of this Section will survive termination of this Contract.
15.2 Any and all records or documents required to be maintained pursuant to this Section shall be made available for inspection, audit and copying, at any time during regular business hours, upon request by City or its Representative. Copies of such documents or records shall be provided directly to the City for inspection, audit and copying when it is practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and records shall be made available at Contractor's address indicated for receipt of notices in this Contract or the primary location from which services are rendered, whichever is closer.
16.0 OWNERSHIP OF DOCUMENTS
16.1 Upon delivery, the work product, including without limitation, all original reports, writings, recordings, drawings, files, computer code, and detailed calculations developed under this contract, are the property of City. Contractor agrees that all copyrights which arise from creation of the work pursuant to this contract shall be vested in City and hereby assigns, waives, and relinquishes all claims to copyright or other intellectual property rights in favor of City. City acknowledges that its use of the work product is limited to the purposes contemplated by the scope of Services and that Contractor makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the scope of Services. If Contractor is providing copyrighted, proprietary materials in the performance of the Services, then the intellectual property provisions of Exhibit B shall prevail over the provisions of this section.
16.2 Contractor represents that it has secured all necessary licenses, consents, or approvals to use the components of any intellectual property, including computer software, used in the rendering of services and the production of the work product produced under this
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Contract, and that City has full legal title to and the right to reproduce such materials. The Contractor covenants to defend, indemnify and hold City harmless of any loss, claim or liability in any way related to a claim that they are violating or have violated any federal, state or local laws, or any contractual provisions, relating to trade names, licenses, franchises, patents or
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 other means of protecting interests in products or inventions. Contractor shall bear all costs arising from the use of patented, copyrighted, trade secret or trademarked materials, equipment, devices, or processes used on or incorporated in the services and materials produced under this Contract. In case such materials, equipment, devices, or processes are held to constitute an infringement and their use is enjoined, Contractor, at its expense, shall:
a) secure for City the right to continue using the materials by suspension of any injunction or by procuring a license or licenses for the City; or (b) modify the materials so that they become non -infringing.
17.0 CONFIDENTIALITY
17.1 Contractor shall treat all information obtained from City in the performance of this Contract as confidential and proprietary to City. Contractor shall treat all records and work product prepared or maintained by Contractor in the performance of this Contract as confidential.
17.2 Contractor agrees that it will not use any information obtained as a consequence of the performance of work for any purpose other than fulfillment of Contractor's scope of Services. Contractor will not disclose any information prepared for City or obtained from City or obtained as a consequence of the performance of work to any person other than City, or its own employees, agents or subcontractors who have a need for the information for the performance of Services under this Contract unless such disclosure is specifically authorized in writing by City.
18.0 CONFLICT OF INTEREST REQUIREMENT
Contractor agrees that, to the extent applicable, it shall comply with and be bound by all laws and regulations deriving from the relationship of the Contractor to the City, including the Political Reform Act (Government Codes Section 87100 et seq.) Chapters 2.32 or 2.33 of the Vista Municipal Code, the Community Redevelopment Act (Health & Safety Code 33000 et seq.) and all regulations promulgated thereunder (collectively "Conflict Laws"). As a condition precedent to the formation of this Contract, Contractor warrants and covenants that it is adequately informed regarding the obligations and duties imposed by the Conflict Laws and that to the best of Contractor's knowledge and belief, there exists no conflict of interest (under the laws) that would disqualify the Contractor from participation in any decisions arising out of the performance of this Contract. Prior to commencement of any work in the performance of this Contract, Contractor shall comply with any applicable requirements of Chapter 2.32 of the Vista Municipal Code, including any requirement to file a financial disclosure statement with the City Clerk.
Contractor further agrees that no employee, agent or subcontractor for Contractor shall perform any work for the City pursuant to this Contract which will violate the Conflict Laws.
19.0 PROHIBITION OF FINANCIAL INTEREST BY CITY OFFICIAL Contractor warrants and covenants to City that no City Official has or will have any current or future financial interest in this Contract as of the date approved, nor shall Contractor promise, offer, or enter into any written, oral or implied Contract, to provide any financial interest or
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0 remuneration of any kind or manner to any City official with respect to this Contract. For purposes of this Section, the term "City Official" shall mean and include any elected or appointed officer of City, any employee of City, or any spouse or financial dependent of a City official or employee. A violation of this provision shall render this Contract null and void and Contractor shall be subject to restitution of all fees or money paid or earned under this Contract.
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20.0 INDEMNIFICATION
20.1 Contractor shall defend, indemnify and hold City and its officers, officials, employees, and volunteers (collectively, "Indemnitees") harmless against any and all liability, loss, damage, fine, penalty, expense, claim or cost (including without limitation costs and fees of litigation) of every nature (collectively, "Liability") arising out of or in connection with this Contract or its performance, including defects in design, except: (1) Liability caused by Indemnitees' sole negligence or willful misconduct; or (2) for Liability caused by Indemnitees' active negligence, in which case the indemnity received by Indemnitees shall be reduced by the amount: (i) that Indemnitees' active negligence contributed to the Liability on a comparative basis; or (ii) such other amount as may be required by law ("Duty of Indemnification").
20.2 Contractor, on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to activities or operations performed by or on behalf of the Contractor regardless of any prior, concurrent, or subsequent active or passive negligence by the Indemnitees. In the event there is more than one person or entity named in the Agreement as a Contractor, then all obligations, liabilities, covenants, and conditions under this instrument shall be joint and several.
21.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.
22.0 SERVICE OF NOTICE
22.1 Any notice, which either Party may desire to give to the other Party, must be in writing and may be given by personal delivery to the Party's Representative or by overnight courier service to the Party's address set forth in Section 1.0. Notice may also be given by mailing it by registered or certified mail, return receipt requested, to the other Party at the address set forth in Section 1.0. Any notice given by mail will be deemed given 48 hours after such notice is deposited in the United States mail, addressed as provided with postage fully prepaid.
22.2 A Party may change its address by giving notice as provided above, and the changed address shall thereafter be deemed to be the address set forth in Section 1.0.
23.0 LABOR LAW COMPLIANCE
California Labor Code Sections 1860 and 3700 provide that every contractor will be required to secure the payment of compensation to its employees. In accordance with the provisions of California Labor Code Section 1861, Contractor hereby certifies as follows:
I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for worker's compensation or to undertake self- insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract."
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24.0 SURVIVAL OF COVENANTS
Contractor's obligations under Sections 16, 17 and 20 shall survive the termination of this Contract.
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25.0 SPECIAL PROVISIONS
This Contract is subject to, and Contractor shall comply with, the special provisions referenced in Exhibit E, if any.
26.0 EXHIBITS
All documents referenced as exhibits in this Contract, or referenced in an exhibit to this Contract, are incorporated herein.
27.0 APPLICABLE LAW, VENUE
This Contract shall be construed and enforced under the laws of the State of California. If any action is commenced by any Party to this Contract, such action shall be filed in a court of competent jurisdiction within the County of San Diego, California.
28.0 COUNTERPARTS; ELECTRONIC SIGNATURES; ELECTRONIC DELIVERY This Agreement may be executed in separate counterparts, none of which need contain the signatures of both Parties, and each of which, when so executed, shall be deemed an original and all together shall constitute and be one of the same instrument. The Parties agree that this Agreement, whether executed by electronic signature, digital signature, or constituting a scanned or electronically reproduced copy or image of this Agreement bearing the signatures of the Parties, will be deemed an original and will represent competent evidence of the execution, terms and existence of this Agreement notwithstanding the failure or inability to produce an original executed Agreement or counterpart thereof, and without the requirement that the unavailability of such original executed Agreement or counterpart thereof first be proven.
Further, the exchange of this entire executed Agreement (and/or such exhibit(s) or document(s)) that is in photostatic or portable document format (.pdf) form by electronic mail or by another electronic means shall be considered original(s) and shall constitute effective execution and delivery of the original(s).
29.0 MODIFICATIONS
This Contract contains the entire agreement, between the Parties and supersedes all prior negotiations, discussions, obligations, and rights of the Parties in respect of each other regarding the subject matter of this Contract. There is no other written or oral understanding between the Parties. No modification, amendment, or alteration of this Contract shall be valid unless it is in writing and signed by all Parties.
Continued on page 10.]
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30.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.
City" "Contractor"
CITY OF VISTA, a chartered municipal NAMEX, statusx
corporation
By: By:
JOHN CONLEY, CITY MANAGER
JOHN B. FRANKLIN, MAYOR
Name/Title
ATTEST:
KATHY VALDEZ, CITY CLERK
By:
APPROVED AS TO FORM:
WALTER CHUNG, CITY ATTORNEY
By:
RISK MANAGEMENT REVIEW: DOLORES
GASCON, RISK MANAGER
By:
By:
Name/Title
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EXHIBIT A
REQUEST FOR PROPOSALS
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EXHIBIT B
CONTRACTOR'S PROPOSAL
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EXHIBIT C
INSURANCE REQUIREMENTS
Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, his agents, representatives, employees, or subcontractors. Nothing in these provisions shall limit Contractor's Duty of Indemnification.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability ("CGL"): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products, completed operations, property damage, bodily injury, and personal & advertising injury with limits no less than
2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this Project/location or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering Code 1 any auto), with limits no less than $2,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation insurance as required by the State of California, with Statutory Limits, and Employers' Liability insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.
Contractor shall also provide the additional coverages checked below and at least as broad as:
4. Professional Liability, with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.
If the Contractor maintains higher limits than the minimums shown above, City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.
Deductibles and Self -Insured Retentions
Any deductibles or self -insured retentions must be declared to and approved by City. At the option of City, either: the Contractor shall cause the insurer to reduce or eliminate such deductibles or self -insured retentions as respects City, its officers, officials, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to City guaranteeing payment of losses and related investigations, claim administration, and defense expenses.
Other Insurance Provisions
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0 The insurance policies are to contain, or be endorsed to contain, the following provisions:
1. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of with respect
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance (at least as broad as ISO Form CG 20 10, CG 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used), unless otherwise approved in advance by City.
2. For any claims related to this Project, the Contractor's insurance coverage shall be primary insurance as respects City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by City, its officers, officials, employees, and volunteers shall be excess of the Contractor's insurance and shall not contribute with it.
3. Each insurance policy required by this clause shall provide that coverage shall not be canceled, except with notice to City.
Claims Made Policies
If any coverage required is written on a claims -made coverage form:
1. The retroactive date must be shown, and this date must be before the execution date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of contract work.
3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a retroactive date prior to the contract effective, or start of work date, the Contractor must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work.
4. A copy of the claims reporting requirements must be submitted to City for review.
Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best rating of no less than A: VII, unless otherwise acceptable to City.
Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation. The Workers' Compensation policy shall be endorsed with a waiver of subrogation in favor of City for all work performed by the Contractor, its employees, agents and subcontractors.
Verification of Coverage
Contractor shall furnish City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0 certificates and endorsements are to be received and approved by City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor's obligation to provide them. City reserves the right to require
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time.
Subcontractors
Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors. For CGL coverage, subcontractors shall provide coverage with a format least as broad as CG 20 38 04 13.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other circumstances.
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AGREEMENT TO COMPLY WITH CALIFORNIA LABOR LAW REQUIREMENTS Labor Code §§ 1720, 1771.1, 1773.8, 1775, 1776, 1777.5, 1813, 1860, 1861, 3700
NOT APPLICABLE TO THIS CONTRACT
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EXHIBIT E
SPECIAL PROVISIONS
This Contract is subject to the following provisions, if checked:
1. State of California grant conditions, as attached.
2. Federal grant conditions, as attached.
3. Other conditions, as attached.
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EXHIBIT B
CONTRACTOR'S PROPOSAL
00022422 8 Exhibit B10/28/2025 C4 Page 66 of 109
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ti
3 m
re
community services 47
inter faith
Interfaith Community Services, Inc.
Grant Application
RFP: Vista Emergency Housing Assistance Program —
Category 2 (VEHAP-C2)
2025)
10/28/2025 C4 Page 67 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 inter faith
community services
May 22, 2025
Daniel Sturman
Homeless Services Management Analyst
City of Vista, Housing and Homeless Services Division
200 Civic Center Drive
Vista, CA 92084
RE: Interfaith Community Services Proposal for City of Vista RFP: Vista Emergency Housing Assistance Program —Category 2
Dear Mr. Sturman:
This letter accompanies Interfaith Community Services' proposal to the City of Vista Emergency Housing Assistance Program -Category 2. The proposed project will advance the City's Strategic Plan to Address Homelessness and provide effective emergency housing assistance to Vista residents.
Brief organizational overview
Interfaith Community Services (Interfaith) was founded m 1979 by a group of diverse faith communities to address rising rates of hunger and homelessness in North San Diego County. Building on more than four decades of empowering homeless and low-income community members, Interfaith has grown to become the most comprehensive human services agency in North County. Last fiscal year, Interfaith served 20,250 individuals including 5,863 children, 694 veterans, and 3,585 seniors.
Interfaith provides both immediate safety net services and long-term, life -changing wraparound programs that help to stabilize and rebuild the lives of people in crisis. We offer more than 75 programs including:
homeless outreach, emergency shelter, transitional housing, rapid rehousing, permanent supportive housing, recuperative care, substance use disorder treatment, employment services, case management, youth development, basic needs (food, hygiene, mail service), and referral and advocacy.
Interfaith is a trusted local resource and has taken a leading role in shaping service delivery in the region.
Interfaith's involvement in the San Diego County's Continuum of Care (CoC) goes back to its origins nearly 20 years ago. Interfaith has been an integral member organization of the San Diego Coordinated Entry System (CES) since its inception and served as lead service agency for the CES expansion from the City of San Diego to North San Diego County.
Key staff
Interfaith's executive management team members are recognized leaders in the field and bring extensive expertise in working with the target population, including:
Greg Anglea, Chief Executive Officer, provides overarching leadership for Interfaith. Greg has overseen multiple Interfaith acquisition and rehabilitation capital projects, including the Hawthorne Veteran and Family Resource Center, Haven House Year -Round Shelter, the Carlsbad Service Center, the Recovery and Wellness Center, and the Abraham & Lillian Turk Recuperative Care Center. He joined Interfaith in 2006 as Volunteer Coordinator and Faith Liaison, then served as Development Director before moving in 2011 to CSU San Marcos as Director of Major Gifts. In 2014 Anglea returned as Interfaith's Executive Director.
Anglea is a CoC Advisory Board member, chaired the CoC committee to create the Community Plan, serves Interfaith Community Services
550 W. Washington Ave., Escondido, CA 92025 • (760) 489-6380 • www.interfaithservices.org10/28/2025 C4 Page 68 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 on the County of San Diego Social Services Advisory Board, and is a Past President of the Alliance for Regional Solutions and North County Philanthropy Council. He received his Master of Arts in Leadership and Non -Profit Management from University of San Diego in 2009.
Robert Coull serves as the Chief Financial Officer and joined Interfaith in 2023. With 30 years of experience in Finance and Accounting, he has held executive and leadership positions in public and private companies focusing on healthcare and executive development. Prior to joining Interfaith, Rob was most recently Executive Vice President and Chief Financial Officer for XiFin, Inc. and was previously the Chief Accounting Officer for Vistage International. Earlier in his career, Rob managed internal audit and financial due diligence for Fresenuis Medical Care and worked for KPMG as an Audit Manager in the healthcare and life sciences practice. Rob is a Certified Public Accountant and holds a Bachelor of Science degree in Business Administration from Salem State University.
Filipa Rios, Chief Operating Officer, oversees Interfaith's programs and serves as the primary liaison to government agencies and other health and human service partners. She has a proven passion for creating solution -focused service delivery models encompassing best practices and a history of nonprofit innovations, including her past role as Senior Director of Client Services at Community Resource Center and her leadership of the North County Coordinated Assessment and Housing Placement system. With over 22 years of non-profit experience working with diverse populations, Filipa has coordinated and been a part of implementing a diverse set of behavioral health, housing and recuperative care programs. She holds a Master of Public Administration.
Lauren Varner, Deputy Chief Program Officer, joined Interfaith in 2015 and serves as the agency's Deputy Chief Program Officer. She provides leadership to the Departments of Short -Term Housing, the Inland and Coastal Service Centers, and the Department of Quality Assurance and Compliance. Lauren has over 15 years of experience in administering and providing compliance oversight on a wide array of government -funded grants and contracts. At Interfaith, she leads the agency's efforts to develop, implement, and revise organizational policies and procedures utilizing the HUD Homeless Management Information System (HMIS). Lauren is also Interfaith's Privacy Officer and is an active member of the County of San Diego Behavioral Health Services Privacy and Security Workgroup. She holds a Bachelor of Science in Health Services Administration and a Master of Public Administration.
Qualifications
Interfaith has operated programs for people experiencing homelessness or at -risk of homelessness for the past 30 years. We embrace a Housing First approach informed by principles of Trauma Informed Care, Harm Reduction, and evidence -based practices. This includes providing support and stabilization for homeless adults, veterans, families with children, seniors, and persons with severe mental illness, long histories of substance abuse, and a range of chronic health issues.
Interfaith has a demonstrated ability to successfully comply with different Federal, State, and local public, as well as private fenders' regulations and eligibility criteria. Interfaith's grants and contracts include a variety of restrictions, i.e., limitations based on location of residence, Area Median Income (ANTI), timeframe that expenses were incurred, and if Section 8 or other government subsidies are allowed.
Amid the devastating economic impacts of the Covid-19 pandemic, Interfaith became a trusted partner with local governments in distributing emergency financial aid and providing responsive services. This resulted in increased capacity and service delivery of homelessness prevention services over a 5 -year track record since 2020:
FY2019-2020: 911 persons prevented from homelessness, $324,807 FY2020-2021: 1,226 persons prevented from homelessness, $852,325 FY2021-2022: 1,485 persons prevented from homelessness, $1,009,296 FY2022-2023: 1,601 persons prevented from homelessness, $1,063,206 FY2024-2025: 1,493 persons prevented from homelessness, $838,138 Interfaith Community Services
550 W. Washington Ave., Escondido, CA 92025 • (760) 489-6380 • www.interfaithservices.org10/28/2025 C4 Page 69 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Services to the Vista Community:
In the most recent fiscal year, Interfaith served 516 unduplicated clients from the City of Vista. This included 384 adults and 132 children. Interfaith provided a range of comprehensive services to Vista residents, with access facilitated through its three service centers: 43 clients accessed the Coastal Service Center in Oceanside, 50 accessed the Carlsbad Service Center, and 373 accessed the Inland Service Center in Escondido. The remainder of Vista clients accessed other agency -wide programs. Supportive services related to basic needs (e.g. emergency food, hygiene items, diapers), information/referral, and case management were the most frequently accessed services. Rental assistance, employment supports including transportation, vital documents, clothing supports), and utility assistance were the most requested services. Interfaith distributed $107,729 in financial aid to Vista residents, including $87,057 in rental assistance.
Successful Implementation of Similar Services:
City of San Marcos CDBG-CV: Interfaith held a contract with the City of San Marcos to provide rental assistance to households impacted by the Covid-19 pandemic. During the contract term of September 24, 2020 to December 31, 2023, Interfaith assisted a total of 96 San Marcos families comprised of 190 adults and 147 children. This greatly exceeded the original objective to serve 35 households. Interfaith distributed $489,752 to prevent homelessness throughout the pandemic. All contract objectives were met and exceeded.
City of Carlsbad CDBG FY23-24 (#PSA24-02CDBG): Objectives included rental assistance and emergency housing case management to prevent homelessness to 14 Carlsbad families; basic needs services to at least 200 unduplicated Carlsbad individuals, and employment services to at least 20 individuals. All program objectives were met or exceeded. Total contract award: $58,823.
Insurance Compliance
Interfaith currently meets the Insurance Requirements set forth in Exhibit C of the RFP and will continue to comply with these requirements. Insurance coverage will be provided to the City of Vista during contracting and by request.
Commitment to City's Contract Terms
Interfaith Community Services acknowledges it has carefully read, fully understands, and accepts the terms of the "Contract for Services" attached as Appendix A to the City of Vista Housing and Homeless Services Division's "STRATEGIC PLAN TO ADDRESS HOMELESSNESS: Vista Emergency Housing Assistance Program — Category 2 Request for Proposals (RFP).
We sincerely appreciate the opportunity to apply for this program. Please contact us if you need any additional information.
Warm regards,
Greg Anglea
Chief Executive Officer
[email protected]
760) 489-6380 Ext.102
Interfaith Community Services
550 W. Washington Ave., Escondido, CA 92025 • (760) 489-6380 • www.interfaithservices.org10/28/2025 C4 Page 70 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Interfaith Community Services City of Vista VEHAP-C2
Interfaith Community Services
Proposal
City of Vista RFP Strategic Plan to Address Homelessness: Vista Emergency Housing Assistance Program — Category 2
Approach:
Interfaith's approach emphasizes homelessness prevention, helping people stay housed. Considered a national best practice, homelessness prevention is far less expensive than providing 24/7 emergency shelter and assisting individuals to exit homelessness. This conserves community resources, allowing currently homeless clients to be served more efficiently. Interfaith will provide immediate financial assistance and case management to address housing stabilization for Vista residents who face eviction and/or imminent homelessness.
The project will provide robust homelessness prevention services for Vista residents to reduce the influx of homeless individuals and families due to economic and housing pressures. Although not every household that is evicted becomes homeless, there is a high correlation between eviction and homelessness. Housing market dynamics, including overall cost -burden — the percentage of income spent on housing — remain a consistent indicator of homelessness and eviction (Byrne, Munley, Fargo, Montgomery, & Culhane, 2013; Marr, 2016). Both housing cost and income are important, but unexpected changes in income appear to be the main shock that precipitates homelessness, more so than shocks in rent level (O'Flaherty, 2009). Homelessness prevention services are more important than ever as the already overloaded homeless services system does not have the capacity to aid a large influx of newly homeless individuals. If awarded, the Vista Emergency Housing Assistance Program funds will provide an important means of intervention for Vista residents.
Interfaith's homelessness prevention services are person -centered and align with the core components of Housing First, working with clients who have poor credit or financial history, poor or lack of rental history, criminal convictions unrelated to tenancy, or behaviors that indicate a lack of housing readiness. Case Managers assess each household to determine eligibility for rental assistance and other supportive services and engage clients in an individual service plan to identify and track progress toward lasting solutions. Case Managers are trained in and employ evidence -based practices including motivational interviewing and person -centered planning.
Client Outreach
Interfaith will utilize its primary service locations and extensive referral networks to identify clients and provide access to services, as described below:
Interfaith will circulate information on the availability of the housing assistance programs in coordination with the City of Vista. Additional community outreach efforts may include posting information to Interfaith's website and social media channels, distribution of bilingual (English/Spanish) flyers, and presentations at community meetings/events.
Vista residents will be able to access services through Interfaith's primary service centers located in Oceanside (near Oceanside/Vista border), Carlsbad, and Escondido. Case Managers are available for appointments with clients needing assistance at the following times:
Coastal Service Center (Oceanside/Vista), 4700 North River Rd., Oceanside, CA 92054: 8:OOam to 12:OOpm, Tuesday, Wednesday and Thursday.
Carlsbad Service Center, 5731 Palmer Way, Suite A, Carlsbad, CA 92008: 9:OOam to 12:OOpm Monday through Friday and 1:OOpm to 4:OOpm Tuesday, Wednesday and Thursday.
Inland Service Center (Escondido), 550 West Washington Ave., Escondido, CA 92025: 8:OOam to 5:OOpm, Monday through Friday.
All the service centers are accessible by public transportation and have on -site parking spaces.
In addition, Vista residents can call Interfaith during regular business hours, Monday through Friday from 8:00am 110/28/2025 C4 Page 71 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Interfaith Community Services City of Vista VEHAP-C2
to 5:OOpm to inquire about rental assistance. Phone lines are monitored by Interfaith's Office of First Impressions OFI) staff, who are trained to conduct initial screenings and refer potential clients for further screening.
Interfaith has an extensive referral network and accepts referrals from 2-1-1 San Diego, the Coordinated Entry System, City of Vista Housing and Homeless Services Division, homeless outreach teams, law enforcement, and partner agencies providing legal assistance, healthcare, housing programs, and other social services. Clients may also be identified and referred to the program by internal staff.
Intake and Enrollment
Case Managers will complete a needs assessment with each household during the screening and intake process.
Information will be collected including demographic information such as race/ethnicity, gender, income, source of income, education level, and housing status. As part of eligibility, clients must show proof of income. If the client has zero income, they sign a certification of zero income.
The following documents will be collected in the applicant process to verify eligibility and initiate services:
Client demographic form — including household size
Imminent Risk of Homelessness Verification (HUD Category 2) - e.g. "pay or quit" notice, rental ledger, client -attestation
Income Verification (i.e. paystubs, SSI statements, pensions, etc.) Copy of the Applicant's Identification (i.e., driver's license; state ID card) and Social Security Cards Vista residency verification (e.g. lease, utility account) Consent for Services
Documentation for rental assistance also includes proof of emergency and copy of bank statements. Client data is recorded in Interfaith's client services database Efforts to Outcomes (ETO), and San Diego's Homeless Management Information System (HMIS), when necessary.
Financial Assessment and Case Management
When gathering proof of income documentation, Case Managers will verify that households meet the income requirements set forth in the HUD Category 2 Homeless Definition. They will confirm that households are earning up to 65% of the Area Median Income (AMI) or 66% - 80% of AMI. In addition, Interfaith will maintain a tracking system and accounting records to document that a minimum of 75% of the rental assistance funding pool is reserved for households earning up to 65% of the AMI.
In working with their Case Manager, Vista clients will identify what has destabilized the household or where they require added temporary support and through case management and assistance, address the unmet need. Case Managers will assist clients to stay in their housing or relocate to another, more affordable housing option, without entering the homeless system. Interfaith will provide fmancial literacy and budget coaching for households awarded rental assistance. Case managers build clients' fmancial literacy by working with clients to create monthly budgets, review their credit reports, and/or discuss where to save money and how to establish bank accounts. Clients will be encouraged and invited to attend financial education sessions conducted in partnership with Mission Fed and other financial partners.
In addition to direct financial assistance, Interfaith will connect these households to its comprehensive Supportive Services programs, including: mediation services; eviction support through referrals to Legal Aid, employment services, financial literacy and budgeting, advocacy (e.g., negotiating down payments for rental arrears or negotiating payment plans), credit repair support, tenant education, transportation assistance, emergency food supplies, affordable health care referrals, financial assistance to receive California ID cards and birth certificates, tax preparation, as well as CalFresh and Medi-Cal application assistance. 210/28/2025 C4 Page 72 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Interfaith Community Services City of Vista VEHAP-C2
Rental Assistance Disbursement
Financial assistance for short-term rental assistance or rental in arrears (a maximum of $5,000 per household and up to three months based on need) will be provided once all verification documents have been obtained. Advocacy and communication with the landlord and landlord mediation are provided, if needed.
All rental assistance funds will be distributed directly to landlords or utility providers. Interfaith staff will obtain the required documentation:
1) A valid City of Vista business license (if applicable), 2) A completed W-9 form, and
3) A signed affidavit confirming no duplicate rental assistance has been received for the same tenant and/or month.
The affidavit will also contain a statement that all rents/payments will be up to date as a result of the rental assistance award.
Staff will also require clients receiving rental assistance to execute a rental assistance agreement and to sign an affidavit confirming that they are not receiving other rental assistance for the covered months.
Data collection and outcome tracking
Interfaith will utilize internal evaluation methods, including quantitative and qualitative data, to assess the project's impact. Results will be obtained from program records, client case notes, and aggregate data collected as part of Interfaith's recordkeeping and outcome tracking. Client data will be recorded in Interfaith's Efforts -To -Outcomes ETO) internal agency -wide program data collection system, as well as the Homeless Management Information System (HMIS) when appropriate. Both systems generate detailed reports that are used to document service impacts and measure progress towards outcomes. This will include demographics, income levels and sources, employment and housing status, and participation in Interfaith's programs as well as those offered by other regional human service providers. Additionally, distribution of rental assistance and other aid will be tracked in ETO and Interfaith's accounting system to determine the number of households assisted, amount of assistance, and outcomes.
Follow-up: Case Managers will schedule 6 and 12 -month follow-ups with households assisted. The client will be contacted via phone or email and asked follow-up questions to record housing status. Contact attempts and results will be documented in ETO. If a household is struggling to maintain housing, additional resources will be offered.
Customer Satisfaction Survey: Interfaith will survey all awarded households to determine their satisfaction with participating in the program and working with the agency.
On a monthly basis, Interfaith will provide the City with data to include:
Summary of applicants who were approved and received housing assistance including the following:
o Name and address
o Participant Eligibility
o Household size and income
o Basic demographics
o Reason for financial loss
o Total housing assistance payment(s) approved including the amount paid and for what time period Summary of Applicants who were denied housing assistance including the following:
o Name, address, and reason for housing assistance program denial Housing status of program participants six months and 12 months after receiving housing assistance Client Satisfaction Surveys distributed and received.
Interfaith will also provide an annual report within 45 days of the completion of the first contract year and, if extended, annual reports in each subsequent contract year. 310/28/2025 C4 Page 73 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Interfaith Community Services City of Vista VEHAP-C2
Staffing:
Staff Roles, Qualifications and Time Commitment
The following Interfaith staff members will be directly involved in the project:
Vannessa Marshall (.05 FTE to project, leveraged funds), Director of Coastal Services, has been with Interfaith for over 9 years. Vannessa has over 10 years of experience in the non-profit sector which includes: teaching, program development, grants management and budget oversight. She is pursuing a Master of Nonprofit Management and Leadership from the University of San Diego.
Christina Moi (.1 FTE to project, leveraged funds), Program Manager for the Coastal Service Center, has been with Interfaith for 5 years. She joined Interfaith with over 5 years of experience in social services and 6 years in project management. She began her work with Interfaith as a Case Manager for the Out -of -School Transitional Youth Academy program. Christina has been promoted several times throughout our agency to Lead Case Manager, Grants Per Diem Program Manager, and Veterans Employment & Training Program Manager.
Sam Flores, Case Manager (.15 FTE to project, grant funds), will provide homelessness prevention services that combine case management with short-term emergency fmancial assistance for housing. Sam started with Interfaith in 2021 as an Intake Specialist and has served as a Case Manager since 2023. Previously, she worked for the Women's Resource Center. She holds a BA in Human Development from Cal State San Marcos.
Additional Case Managers (.3 FTE, leveraged) from Interfaith's service centers in Carlsbad and Escondido will be leveraged for the project. This will allow Vista households to be served by any of Interfaith's primary service centers and receive emergency housing assistance if qualified.
A Board of Directors list is included as Attachment A and resumes of key leadership and program staff are included as Attachment B.
Outcomes:
Project Goal: Prevent homelessness for low-income individuals and families in the City of Vista.
Objectives over a 12 -month grant period:
Prevent homelessness for at least 36 households from the City of Vista; Distribute $180,000 in emergency financial assistance to low-income households at -risk of homelessness.
Offer at least 36 households services aimed at increasing financial stability including employment development, benefits assistance, and/or financial literacy.
80% of families enrolled in homelessness prevention will remain stably housed at 6 months following the program exit and 70% at 12 months following the program exit. 410/28/2025 C4 Page 74 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Interfaith Community Services City of Vista VEHAP-C2
Project Budget:
Expenses
City of Vista
VEHAP-C2 Other Funds
Total
Project
Personnel
Director of Coastal Services .05 F 1E 5,500 5,500
Program Manager .1 FTE 6,800 6,800
Homeless Prevention Case Manager .15 FTE (Coastal)8,256 8,256 Homeless Prevention Case Manager .15 FTE (Escondido)8,256 8,256 Homeless Prevention Case Manager .15 FTE (Carlsbad 8,256 8,256 Subtotal, Personnel 8,256 12,300 20,556
Benefits @30%2,477 3,690 6,167
Total Personnel 10,732 15,990 26,722
Program Expenses
Program supplies and materials 1,500 1,500
Occupancy expenses (IT, maintenance, utilities)13,000 13,000 Rental Assistance - 36 households x $5,000 avg assistance 180,000 180,000 Total Program Expenses 180,000 14,500 194,500
Administrative Costs 9,268 12,854 22,122
Total Project 200,000 43,344 243,344
to Personnel and Admin 10%
Schedule:
Timeline ofprogram tasks and deliverables.
Contract Initiation: (Anticipated June 2025); Internal grant kick-off meeting held within 7 days of contract initiation.
Update policy & procedures, as needed.
Contract Services Initiated: Within 15 days of contract initiation.
Outreach, Marketing and Networking: Within 30 days of contract initiation and ongoing. Update services availability via communications platforms; distribute referral information to internal and external stakeholders.
Ongoing activities (throughout 12 -month grant period) will include:
Referrals, intake and assessment, and program enrollments.
Distribution of rental assistance to Vista residents
Support with housing navigation, housing applications, and tenancy education & advocacy Budgeting and financial literacy education
Referrals to internal and external supportive services to promote long-term self-sufficiency Follow-ups at 6 and 12 months after emergency assistance Distribute and collect customer surveys
Quarterly Enrollment Targets to Ensure Deliverables and Timely Spenddown of Funding:
Quarter 1: Enroll/serve 8 Vista households; 25% of spend down of grant funds Quarter 2: Enroll/serve 10 Vista households; 50% of spend down of grant funds Quarter 3: Enroll/serve 10 Vista households; 75% of spend down of grant funds Quarter 4: Enroll/serve 8 Vista households; 100% of spend down of grant funds Performance Reporting: Prepare and submit monthly reports, as required. Monitor progress towards stated performance goals. Project team to adjust, as needed.
12 months following contract initiation: Annual report completed within 45 days of first contract year. 510/28/2025 C4 Page 75 of 109
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0 4G pEOPLy
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Attachment A:
Board of Directors list
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BOARD OF DIRECTORS
Updated January 2025
Board Chair
Faith Leaders Council Chair
Dr. Kadri Webb, Pastor
Pastor, St. John Missionary Baptist Church
University of Maryland Baltimore County
Samuel DeWitt Proctor School of Theology at the Virginia Union University
Vice Chair
Personnel Committee Chair
Justin Apger
Chief Operations Officer & Executive Vice President
Downtown San Diego Partnership
Baldwin -Wallace College
Lesley University
Executive coach
Board leadership Community HousingWorks
The AjA Project
Columbia Community Foundation
Member
Immediate Past Chair
Audit Committee Chair
Reverend Margaret Decker
Retired Pastor, Trinity Episcopal Church, Escondido
Escondido Faith Leaders' Council
University of Nevada
Treasurer
Finance Committee Chair
Silas Harrington, JD, LL.M.
Attorney, Law Offices ofSilas Harrington
Community Lutheran Church in Escondido
University of Washington School of Law
Secretary
Investment Committee Chair
Lisa Brinig, CFP
Certified Financial Planner, Mariner
Wealth Advisors, San Diego
University of Kansas
San Diego State University
Member
Meileena Bautista
Business Owner
Foothill College
Homeless Advocate
Interfaith Community Services
Member
Programs Committee Chair
Carol J. Brooks
Retired Educator
Rising Star Missionary Baptist Church
Kent State University
San Jose State University
Community Healthcare Alliance Committee
North County African American
Women's Association
Women's Community Club
Past Board Member Vista Community Clinic
Past Board Member KOCT Community Television
Member
General Membership Chair
Robert Costantino
Business Owner/President, Balloon Guru LLC
Graduate of Interfaith's Recovery & Wellness Program
Member
Development Committee Chair
Mitchell Dubick, J.D., LL.M.
Partner/Attorney, Higgs Fletcher & Mack San Diego
Yale University
Case Western Reserve University
Georgetown University
Chairman of the Board of Trustees of Seacrest Village of San Diego Senior Community Centers
Chairman of Second Chance
National Executive Committee Member of the
Anti -Defamation League
Board Trustee of the San Diego Museum of Man
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Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Interfaith Community Services Board of Directors
Member
Trevin Epps
Wealth Advisor (CWS)
Perigon Wealth Mgmt
Charitable boards
Kansas State University
Webster University
Led ministry outreach teams over the years
Board of Directors for the
Children's Dental Health Association of San Diego
Currently on Church outreach team
Member
Col Carlos Jackson
Active Duty
United States Marine Corps
Tuskegee University
The Basic School, Amphibious Warfare School,
Expeditionary Warfare School, Joint Forces Staff College, and the National War College in Washington D.C.
Operations include:
Operation Iraqi Freedom as a Company Commander;
Operation Enduring Freedom as a Combat Advisor;
Operation Enduring Freedom as the Regimental Combat
Team -7 Future Operations Officer.
Member
Javier Lara
Global Operations & Supply Chain Executive
ViaSat
University of Phoenix
Member
Carol Lazier
Philanthropist
Rancho Bernardo Community Presbyterian Church
Board Chair San Diego Opera
President of Solutions: Exploring Success Post -High School Palomar Health Foundation
UCSD Rady School
UCSD Jacobs Hospital
Member
Yusef Miller
Community Health Worker (CHW) for
The Multicultural Health Foundation
Retired Navy
Founder ofMosques Against Trafficking
Co -Founder of The North County Equity & Justice Coalition Member, Racial Justice Coalition of San Diego
Member, East County Justice Coalition
Board Member, Activist San Diego Board Member, Islamic Society of North County (Escondido Musallah)
County Covid19 Awareness Rep for the African American Community, Interfaith Community Services
Member
Judge Randa Trapp, JD
Retired Superior Court Judge
Navy Veteran
San Jose State University
Georgetown University Law Center
Veteran United States Navy
Earl B. Gilliam Bar Association
California Women Lawyers
California Association of Black Lawyers and Lawyers Club of San Diego J. Clifford Wallace Inn of Court
Association of Business Trial Lawyers Judicial Advisory Board National Association of Women Judges
National Bar Association Judicial Council
Business Court Representative for the America Bar Association, Business Law Section
Lawyers Club Advisory Board
Association of Business Trial Lawyers Judicial Advisory Board ABA Business Law Section BCLC Meetings and Programs, International Litigation, and ADR subcommittees Inducted into the San Diego County Women's Hall of Fame, in May 2021
San Diego County Bar Association's Outstanding Jurist Award National Bar Association's Vincent Monroe Townsend Award NBA Judicial Council Division's Sarah J. Harper Humanitarian Award 210/28/2025 C4 Page 78 of 109
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Attachment B:
Resumes of Key Personnel
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Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Interfaith Community Services
Greg Anglea, Chief Executive Officer
PROFESSIONAL EXPERIENCE
Interfaith Community Services - Escondido, CA
Executive Director May 2014 - Present
Leads over 44 program areas and over 100 staff members to effectively achieve the mission of the organization to empower the disadvantaged
Provides strategic leadership of program design, implementation and evaluations to effectively meet the needs of over 19,000 vulnerable community members
Successfully established a new behavioral health services program to meets the mental health needs of homeless and low income individuals
Doubled the capacity of the organization's youth program to ensure that over 300 at -risk youth are provided with the mentoring and leadership development needed to successfully graduate from high school Successfully positioned the organization as a leading housing services agency implementing best practices through leadership of the 25 Cities North County initiative Implemented a strategic visioning process, which engaged community members, faith leaders, and staff to prioritize goals for Interfaith's future activities
Helped rebuild and lead the Senior Management team, including staff and program reorganization, hire of new talent, and motivation of existing staff
Director of Development 2006 - 2011
Faith Liaison & Volunteer Coordinator 2006
California State University, San Marcos (CSUSM) - San Marcos, CA Director ofMajor Gifts 2011 - 2014
Rebuilt and lead the University Development team, including staff reorganization, hiring of new talent, and motivation and realignment of existing staff
Worked closely with CSUSM President Karen Haynes and connected her with leaders and philanthropists Built strong relationships with community leaders and secured major gifts to further the CSUSM mission Secured major gifts to launch the Alliance to Advance Excellence in Education, a regional guaranteed admission program to provide pathways to college for low-income, underrepresented youth Collaboratively engaged deans, faculty, and staff for the benefit of CSUSM students and the larger community Created a volunteer advisory council for the College of Humanities, Arts, and Behavioral and Social Sciences, in order to develop governance structure, secure volunteer leadership, and engage volunteers North County Philanthropy Council - San Diego, CA
Vice President, Board ofDirectors
Board Member
Joan B. Kroc Institute for Peace & Justice - San Diego, CA Internship Coordinator
Intern
EDUCATION & CERTIFICATION
University of San Diego
Master of Arts, Leadership & Nonprofit Management
Indiana University, School of Philanthropy
Certificate in Fundraising Management
University of California, San Diego
Bachelor of Arts, Political Science
2013 - Present
2009 - 2012
2004
2003
2009
2007
2003
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Robert F. Cou11, CPA, Chief Financial Officer
PROFESSIONAL EXPERIENCE
Interfaith Community Services - Escondido, CA December 2023 - Present Chief Financial Officer
Develops finance organizational strategies by contributing financial and accounting information, analysis, and recommendations to strategic thinking and direction; establishing functional objectives in line with organizational objectives
Establishes finance operational strategies by evaluating trends; establishing critical measurements; determining production, productivity, quality, and customer service strategies; designing systems; accumulating resources; resolving problems
Develops organization prospects by studying economic trends and revenue opportunities; projecting acquisition and expansion prospects; analyzing organization operations; identifying opportunities for improvement, cost reduction, and systems enhancement; accumulating capital to fund expansion Develops financial strategies by forecasting capital, facilities, and staff requirements; identifying monetary resources; developing action plans
Monitors financial performance by measuring and analyzing results; initiating corrective actions; minimizing the impact of variances
Maximizes return on invested funds by identifying investment opportunities; maintaining relationships with the Investment community
XIFIN, Inc. - San Diego, CA 2014 - 2023
Executive Vice President and Chief Operating Officer
Senior Vice President of Finance
Established the Financial Planning & Analysis Function technology solutions for the evaluation of historical company performance to implement forward -looking metrics and establish forecasting capabilities Managed banking, credit card and lender relationships including senior and subordinate debt, credit facility refinancing, compliance certificates, and related reporting Led XIFIN Inc.'s public company readiness steering committee to prioritize and complete critical workflows in Financial Reporting and Governance workstreams
Led the Financial, Accounting and Tax Due Diligence processes for multiple acquisitions completed in 2021 Directed analysis of sales, use tax liabilities, and filing requirements in a multi -state SaaS environment Vistage International, Inc. - San Diego, CA
Chief Accounting Officer
Fresenius Medical Care - Lexington, MA
Financial Due Diligence & Internal Audit Manager
KPMG, LLP - Boston, MA
Audit Manager
EDUCATION, LICENSES, & MEMBERSHIPS
2005 - 2014
1999 - 2005
1994 - 1999
Salem State University - Salem, MA
Bachelor of Science, Business Administration (Summa Cum Laude) 1994 Certified Public Accountant — Massachusetts
License number: 19131
Member of Financial Executives Networking Group
Member of San Diego CFO Roundtable
210/28/2025 C4 Page 81 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Interfaith Community Services
Filipa Rios, Chief Operating Officer
PROFESSIONAL EXPERIENCE
Interfaith Community Services - Escondido, CA April 2025 - Present Chief Operating Officer
Provides leadership and executive decision making to 8 administrative and service departments and 75+ programs throughout North County San Diego
Responsible for the following divisions: Quality Assurance & Compliance, Grants & Contracts, Homeless Outreach & Behavioral Health Workforce Development, Housing, Short -Term Housing, Inland Services, Coastal Services, the Recovery and Wellness Center, the Abraham & Lillian Turk Recuperative Care Center, and Interfaith's One Campaign to End Family Homelessness
Primary agency liaison to federal, state, county, and city government agencies and health and human service partners in the San Diego County region
Chief Program Officer 2014 - 2025
Oversight of the daily operations of the agency's five divisions and 75+programs Responsible for 7 direct reports and 200 indirect reports Provides oversight for five divisions and a budget of 30 million dollars Define and prepare for programmatic funding opportunities that align with Interfaith's mission and vision Foster relationships with local government, foundations, coalitions, alliances, and community boards Define program strategy and service delivery models that incorporate best practices Community Resource Center (CRC) - Encinitas, CA 2008 - 2014 Senior Director of Client Services
Identified and prepared for funding opportunities that aligned with CRC's mission and vision Managed and maintained a balanced departmental budget of $3.5M Fostered relationships with local government, foundations, coalitions, alliances, and community boards Defined strategy and business plans for supportive services, which included re -designing CRC's service delivery model and incorporating best practices for new contracts Responsible for CRC's largest government contract acquisition that totaled $1.6M (Homeless Prevention and Rapid Re -Housing)
Contracted by the San Diego Health & Human Services Agency to create the "Alliance for Regional Solutions Winter Shelter Manual"
Effectively identified, implemented, and directed the innovative Ways to Work Program to compete for the Family Self Sufficiency (FSS) contract
Effectively identified, implemented, and directed the VITA Tax Program Gathered and analyzed cultural, educational, social and demographic data about the community to guide local program development (Community Needs Assessment)
Initiated audit processes to evaluate thoroughness of documentation and maintenance of agency standards Managed up to 9 direct reports, 24 indirect reports, over 30 volunteers, and agency subcontractors Created metrics and outcomes to revamp Client Services and demonstrate program effectiveness Oversaw the Domestic Violence Program that included a 24 -bed shelter and HUD transitional housing units Oversaw management of a variety of government funding sources such as ARRA, CSBG, ESG, HUD, TIBRA, CDBG, FEMA, Cal-OES, and County HHSA grants
EDUCATION & AFFILIATIONS
California State University, East Bay - Hayward, CA
Master of Arts, Public Administration w/ Policy Option
Bachelor of Arts, Sociology with Minor in Psychology
2008
2007
American Society for Public Administration (ASPA)
Member, North & South California Chapters 2005 - Present 310/28/2025 C4 Page 82 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Interfaith Community Services
Lauren Varner, Deputy Chief Program Officer
PROFESSIONAL EXPERIENCE
Interfaith Community Services — Escondido, CA April 2025 — Present Deputy Chief Program Officer
Provides direct oversight to the Inland Services Department, Coastal Services Depaitnuent, Short -Term Housing Depattiiient, Quality Assurance & Compliance Depaitinent, and the One Campaign Team ($5M grant — Bezos Day 1 Families Fund)
Responsible for creating, implementing, and revising organizational policies and procedures Agency point of contact when utilizing the HUD Homeless Management Information System (HMIS) Director of Quality Assurance, Compliance, & Grants 2015 — 2025 Responsible for agency -wide compliance for all grants and contracts.
Responsible for the creation and maintenance of all agency wide policies, procedures, and forms.
Serves as the Agency's HIPAA Privacy Officer.
Oversees administration of agency client data management systems.
Responsible for agency metrics and reporting.
Oversees contracts and compliance database using custom CRM platform.
Oversees team of Quality Assurance Specialists who conduct regular file and program audits for government grants and contracts.
Oversees Grant Writing Team and assists in grant writing process for multiple funding streams.
Tehama County, Department of Social Services — Red Bluff, CA 2012 — 2015 Staff Services Analyst II
Responsible for all child welfare programs.
Developed policy and procedures in accordance with new and changing state and federal mandates.
Administered child welfare data reports using Business Objects and reported to agency admin and leadership.
Served as the primary staff in contract monitoring for all child welfare service contracts.
Provided training to social workers on various topics.
Provided high quality customer service to staff and partners.
Responsible for all state and federal reporting activities as mandated.
Coordinated the annual System Improvement Plan (SIP) update and evaluated outcomes to the CDSS.
Glenn County, Human Resource Agency — Willows, CA 2010 — 2012 Principal Program Specialist
Acted as lead of staff for housing and energy programs.
Coordinated the Homeless Management Information System database Oversaw data entry and quality assurance.
Reported for all HUD programs.
Assisted with grant writing for the Dos Rios Continuum of Care.
Assisted staff and 6 partner counties in the Homelessness Prevention & Rapid Re -Housing Program.
Monitored contracts for 4 HPRP grantee agencies and 6 Community Services Block Grant grantee agencies.
EDUCATION
Chico State University — Chico, CA
Master ofArts, Public Administration
University of Phoenix — Online
Bachelor of Science, Health Services Administration
2012 — 2015
2009 — 2011
410/28/2025 C4 Page 83 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Interfaith Community Services
Vannessa Marshall, Director of Coastal Services
PROFESSIONAL EXPERIENCE
Interfaith Community Services — Oceanside, CA
Director of Coastal Services 2015 — Present
Oversight of the Carlsbad Service Center, Coastal Service Center, Transitional Youth Academy (TYA), and the Veterans Employment and Training Services Program Introduce new services to enhance program models
Activate resources and connect clients with programs to address urgent needs Manage resources, allocate budget, and drive compliance Fulfill HR functions, quality control, and administer internal controls Conduct operational analyses, assessments, and program evaluations Supervise eight team members, three interns, and multiple volunteers Research available grants, advise agency leadership, write applications, manage funding, and finalize grants Attract new partnerships and additional stakeholders
Pretend City Children's Museum — Irvine, CA
Director of Education 2009 — 2015
Managed early childhood curriculum development, exhibit design, program oversight, partnership development, community outreach, and budget administration Coordinated across departments, including facilities management, to provide safe exhibits Designed collateral, executed marketing campaigns and planned promotional events Collaborated across departments to write grant applications Executed fundraising strategies and manage grant funding allocation Researched best practices and learning models to creatively design exhibits and programming Partnered with external educators to offer onsite programming Utilized scheduling tools to maintain and distribute equitable hours Developed training and retention plans
EDUCATION, SKILLS, & CERTIFICATIONS
University of San Diego — San Diego, CA 2019
Master ofArts, Non -Profit Leadership and Management
California State University, San Marcos — San Marcos, CA Bachelor ofArts, Liberal Studies
Child Development Emphasis/Multiple-Subject Teaching Credential Program Language Skills
Bilingual: English/Spanish
Certifications
Advanced Grant Writing
Mental Health First Aid
First Aid/CPR/AED
2006
510/28/2025 C4 Page 84 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Interfaith Community Services
Christina Moi, Coastal Service Center Program Manager
PROFESSIONAL EXPERIENCE
Interfaith Community Services — Oceanside, CA
Coastal Service Center Program Manager January 2022 — Present Manage the Coastal Service Center and Veterans Employment & Training Services (VETS) Provide leadership to staff: trainings, coaching, educational opportunities, and employee schedules Conduct weekly team meetings and participate in agency meetings, trainings & community events Monitor staff job performances, complete evaluations, and hire new staff Coordinate and provide support to interns and volunteers Order office supplies, client supportive services and supplemental food pantry items Facilitate regular case consultations and client file reviews Review and discuss annual operating budgets, parameters, and expenditures with team Collaborate with a variety of agency depai talents, community agencies, and stakeholders Ensure compliance of all government/federal/state/local grants Responsible for issuing agency checks and approving treasures warrants and MOU's Manage multiple financial trackers for different program grants Veteran Services Program Manager 2021— 2024
Oversaw Veteran Services: Grants Per Diem (GPD) transitional housing program and the Veterans Employment -Related Assistance Program (VEAP)
Supervised all program activities and monitored the identification of client needs Prepared staff for annual VA inspections and ensured compliance with program goals Monitored all staffjob performances, completed evaluations, scheduled trainings, and participated in hiring Lead regular case conferences and file reviews with VA liaison and GPD team Served as a liaison with veteran and employment agencies Completed & submitted monthly/quarterly/annual billings and reports Coastal Services Center Lead Case Manager 2021
Conducted intake appointments to assist clients with their food, hygiene, housing, employment and legal needs Provided supportive services and referrals to community members Attended weekly staff meetings, trainings, and monthly community collaboratives Represented Interfaith at community outreach events in North County Conducted case reviews and consultations with the Coastal Service Center team Transitional Youth Academy (TYA) Lead Case Manager 2019 — 2021 Intensive case management assisting youth, ages 16-24, with their academic, career, and financial goals Provided career assessments, academic guidance, GED/Diploma assistance, occupational exploration, vocational training opportunities & money management skills Completed intake documentation and the enrollment process for TYA students Performed community outreach & promoted Interfaith's TYA out -of -school program Maintained complete, accurate and detailed case notes in Ca1JOBS & ETO Collaborated with local business service representative to establish paid internships for youth ResCare Workforce Services — Oceanside, CA
Veteran Services Program Manager
Chandler Signs, L.P. — Vista, CA
Senior Project Manager
EDUCATION
California State University, Long Beach — Long Beach, CA Bachelor of Arts, Human Development (Minor in Sociology) 2016 — 2019
2006 — 2012
610/28/2025 C4 Page 85 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 Interfaith Community Services
Samantha Flores, Case Manager
PROFESSIONAL EXPERIENCE
Interfaith Community Services — Oceanside, CA
Case Manager September 2023 — Present
Provide direct services to clients including assessments, crisis intervention, and advocacy Link clients with resources within the agency as well as external public and private service agencies Manage a caseload with the goal of moving clients from crisis to self-sufficiency Research and identify resources available within other agencies and organizations to help assist client needs Intake Specialist 2021— 2023
Responded to all client inquiries via email, phone or in person for Interfaith's coastal connections office Acted as a liaison for case managers and program managers Maintained front counter operations and all administrative tasks for the agency Interviewed clients, recommended services, and provided services based on eligibility Delivered exceptional customer service to populations seeking housing, food and mental health services Worked in collaboration with local government, non -profits, and grassroots agencies Women's Resource Center (WRC) — Oceanside, CA
Administrative Assistant 2019 — 2020
Created reports, thank you letters, labels, and ordered supplies Prepared and printed checks, generated invoices, data entry, obtained signatures, handled all mail Processed payments and deposits from donations, rent, retail thrift store, and the FVIP program Created receipts for transactions and inputted data into Salesforce Maintained a member database for "Friends of WRC" and took payments for special events Connected with external agencies and local government agencies for ongoing WRC goals Receptionist 2018 — 2019
Answered phone calls/emails, assisted walk-ins, provided intake paperwork, and updated the client database Supported the Family Violence Intervention Program (FVIP) Coordinator by providing students with the required documents, setting up appointments, and taking registration payments Prepared documents for meetings, typed letters, and created accounts payable vouchers House Manager 2018
Provided assistance and emotional support to 20+ residents by providing them with resources and referrals Assisted with the de-escalation of high -risk situations in an intimate partner violence shelter Maintained the 30 -day shelter and 2 -year Transitional Housing program by implementing policies Ensured that residents followed program rules and completed their assigned tasks Provided administrative support to supervisors, data entry, and maintained the daily log
EDUCATION & SKILLS
California State University, San Marcos — San Marcos, CA 2017 Bachelor ofArts, Human Development
Language Skills
Bilingual: English/Spanish
710/28/2025 C4 Page 86 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0
EXHIBIT C
INSURANCE REQUIREMENTS
Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, his agents, representatives, employees, or subcontractors. Nothing in these provisions shall limit Contractor's Duty of Indemnification.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability ("CGL"): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products, completed operations, property damage, bodily injury, and personal & advertising injury with limits no less than 2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this Project/location or the general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering Code 1 (any auto), with limits no less than $2,000,000 per accident for bodily injury and property damage.
3. Workers' Compensation insurance as required by the State of California, with Statutory Limits, and Employers' Liability insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.
Contractor shall also provide the additional coverages checked below and at least as broad as:
4. Professional Liability, with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.
If the Contractor maintains higher limits than the minimums shown above, City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.
Deductibles and Self -Insured Retentions
Any deductibles or self -insured retentions must be declared to and approved by City. At the option of City, either: the Contractor shall cause the insurer to reduce or eliminate such deductibles or self -insured retentions as respects City, its officers, officials, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to City guaranteeing payment of losses and related investigations, claim administration, and defense expenses.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
1. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of with respect 00022422 8 Exhibit C, Page 1 of 310/28/2025 C4 Page 87 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance (at least as broad as ISO Form CG 20 10, CG 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used), unless otherwise approved in advance by City.
2. For any claims related to this Project, the Contractor's insurance coverage shall be primary insurance as respects City, its officers, officials, employees, and volunteers.
Any insurance or self-insurance maintained by City, its officers, officials, employees, and volunteers shall be excess of the Contractor's insurance and shall not contribute with it.
3. Each insurance policy required by this clause shall provide that coverage shall not be canceled, except with notice to City.
Claims Made Policies
If any coverage required is written on a claims -made coverage form:
1. The retroactive date must be shown, and this date must be before the execution date of the contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of contract work.
3. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a retroactive date prior to the contract effective, or start of work date, the Contractor must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work.
4. A copy of the claims reporting requirements must be submitted to City for review.
Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best rating of no less than A: VII, unless otherwise acceptable to City.
Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation. The Workers' Compensation policy shall be endorsed with a waiver of subrogation in favor of City for all work performed by the Contractor, its employees, agents and subcontractors.
Verification of Coverage
Contractor shall furnish City with original certificates and amendatory endorsements, or copies of the applicable insurance language, effecting coverage required by this contract. All certificates and endorsements are to be received and approved by City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor's obligation to provide them. City reserves the right to require 00022422 8 Exhibit C, Page 2 of 310/28/2025 C4 Page 88 of 109
Docusign Envelope ID: 801B8269-0950-454B-ACE8-F32BD1DCB8E0 complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time.
Subcontractors
Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors. For CGL coverage, subcontractors shall provide coverage with a format least as broad as CG 20 38 04 13.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other circumstances. 00022422 8 Exhibit C, Page 3 of 310/28/2025 C4 Page 89 of 109
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0
AGREEMENT TO COMPLY WITH CALIFORNIA LABOR LAW REQUIREMENTS Labor Code §§ 1720, 1771.1, 1773.8, 1775, 1776, 1777.5, 1813, 1860, 1861, 3700
NOT APPLICABLE TO THIS CONTRACT
00022422 8 Exhibit D10/28/2025 C4 Page 90 of 109
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0
EXHIBIT E
SPECIAL PROVISIONS
This Contract is subject to the following provisions, if checked:
1. State of California grant conditions, as attached.
2. Federal grant conditions, as attached.
3. Other conditions, as attached.
00022422 8 Exhibit E10/28/2025 C4 Page 91 of 109
Docusign Envelope ID: 80188269-0950-4548-ACE8-F32BD1DCB8E0 INTECOM-02 CERTT2
4coRo
CERTIFICATE OF LIABILITY INSURANCE
DATE D/YYYY)
8/6/2024
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
PRODUCER
License # 0C32169
Rancho Mesa Insurance Services, Inc.
2355 Northside Drive Suite 200
San Diego, CA 92108
CONTACT
NAME:
PHONE FAX
NC, No, Ext): (619) 937-0164 (A/C, No):
ADDRIESS:
INSURER(S) AFFORDING COVERAGE NAIC #
INSURER A: Philadelphia Indemnity Ins Co 18058
INSURED
Interfaith Community Services
550 W. Washington
Escondido, CA 92025
INSURER B:Zenith Insurance Company 13269
INSURER C :
INSURER D :
INSURER E :
INSURER F :
COVERAGES CERTIFICATE NUMBER:REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLIC ES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR
LTR
TYPE OF INSURANCE
ADDL
INSD
SUBR
WVD
POLICY NUMBER
POLICY EFF
MM/DDYYY)Y
POLICY EXP
MM/DD/YYYY)
LIMITS
A X COMMERCIAL GENERAL LIABILITY
X X PHPK2586415-021 8/1/2024 8/1/2025
EACH OCCURRENCE
1,000,000
CLAIMS -MADE X OCCUR DAMAGEESS)ERENTEDaoccurrence)PREMIS ( 1,000,000
MED EXP (Any one person)
20,000
PERSONAL & ADV INJURY
1,000,000
GEN'L AGGREGATE
POLICY
OTHER:
LIMIT APPLIES
JECT X
PER:
LOC
GENERAL AGGREGATE
3,000,000
PRODUCTS - COMP/OP AGG
3,000,000
A
AUTOMOBILE
X
X
LIABILITY
ANY AUTO
OWNED
AUTOS ONLY
HIRED
AUTOS ONLY
X
SCHEDULED
AUTOS
NON -OWNED
AUTOS ONLY
PHPK2586415-021 8/1/2024 8/1/2025
COMBINED SINGLE LIMIT
Ea accident)
1,000,000
BODILY INJURY (Per person)
BODILY INJURY (Per accident)
PROPERTY DAMAGE
Per accident)
A X UMBRELLA LIAB
EXCESS LIAB
X OCCUR
CLAIMS -MADE PHUB876039-021 8/1/2024 8/1/2025
EACH OCCURRENCE
10,000,000
AGGREGATE
10'000'000
DED X RETENTION $ 10,000
B WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y / N
N / A
x M1302805 8/1/2024 8/1/2025
X
PER
STATUTE
OTH-
ER
E.L. EACH ACCIDENT
1,000,000
E.L. DISEASE - EA EMPLOYEE
1,000,000
E.L. DISEASE - POLICY LIMIT
1,000,000
A
A
Professional Liab.
Abuse & Molestation
PHPK2586415-021
PHPK2586415-021
8/1/2024
8/1/2024
8/1/2025
8/1/2025
Agg $3M, Occ $1M Ded
Agg $2M, Occ $1M Ded
0 0
DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) RE: CDBG FY 2015/2016 CONTRACT
CERTIFICATE HOLDER IS INCLUDED AS ADDITIONAL INSURED WITH REGARDS TO GENERAL LIABILITY PER ATTACHED FORMS. WAIVER OF SUBROGATION APPLIES WITH REGARDS TO THE GENERAL LIABILITY AND WORKERS COMPENSATION PER THE ATTACHED FORMS.
CERTIFICATE HOLDER CANCELLATION
CITY OF VISTA
200 CIVIC CENTER DR
VISTA, CA 92084
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
10/28/2025 C4 Page 92 of 109
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0 POLICY NUMBER: PHPK2586415-021 PI-GLD-HS (10/11)
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
GENERAL LIABILITY DELUXE ENDORSEMENT:
HUMAN SERVICES
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE
It is understood and agreed that the following extensions only apply in the event that no other specific coverage for the indicated loss exposure is provided under this policy. If such specific coverage applies, the terms, conditions and limits of that coverage are the sole and exclusive coverage applicable under this policy, unless otherwise noted on this endorsement. The following is a summary of the Limits of Insurance and additional coverages provided by this endorsement. For complete details on specific coverages, consult the policy contract wording.
Coverage Applicable Limit of Insurance Page #
Extended Property Damage Included 2
Limited Rental Lease Agreement Contractual Liability 50,000 limit 2 Non -Owned Watercraft Less than 58 feet 2
Damage to Property You Own, Rent, or Occupy 30,000 limit 2 Damage to Premises Rented to You 1,000,000 3
H I PAA Clarification 4
Medical Payments 20,000 5
Medical Payments — Extended Reporting Period 3 years 5
Athletic Activities Amended 5
Supplementary Payments — Bail Bonds 5,000 5
Supplementary Payment — Loss of Earnings 1,000 per day 5 Employee Indemnification Defense Coverage 25,000 5
Key and Lock Replacement — Janitorial Services Client Coverage 10,000 limit 6 Additional Insured — Newly Acquired Time Period Amended 6 Additional Insured — Medical Directors and Administrators Included 7 Additional Insured — Managers and Supervisors (with Fellow Employee Coverage)
Included 7
Additional Insured — Broadened Named Insured Included 7 Additional Insured — Funding Source Included 7
Additional Insured — Home Care Providers Included 7
Additional Insured — Managers, Landlords, or Lessors of Premises Included 7 Additional Insured — Lessor of Leased Equipment Included 7 Additional Insured — Grantor of Permits Included 8
Additional Insured — Vendor Included 8
Additional Insured — Franchisor Included 9
Additional Insured — When Required by Contract Included 9 Additional Insured — Owners, Lessees, or Contractors Included 9 Additional Insured — State or Political Subdivisions Included 10
Includes copyrighted material of Insurance Services Office, Inc., with its permission. 2011 Philadelphia Indemnity Insurance Company
10/28/2025 C4 Page 93 of 109
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0 PI-GLD-HS (10/11)
Duties in the Event of Occurrence, Claim or Suit Included 10 Unintentional Failure to Disclose Hazards Included 10
Transfer of Rights of Recovery Against Others To Us Clarification 10 Liberalization Included 11
Bodily Injury — includes Mental Anguish Included 11
Personal and Advertising Injury — includes Abuse of Process, Discrimination
Included 11
A. Extended Property Damage
SECTION I - COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, Subsection 2. Exclusions, Paragraph a. is deleted in its entirety and replaced by the following:
a. Expected or Intended Injury
Bodily injury" or property damage" expected or intended from the standpoint of the insured.
This exclusion does not apply to "bodily injury" or "property damage" resulting from the use of reasonable force to protect persons or property.
B. Limited Rental Lease Agreement Contractual Liability SECTION I - COVERAGES, COVERAGE A. BODILY INJURY AND PROPERTY DAMAGE LIABILITY, Subsection 2. Exclusions, Paragraph b. Contractual Liability is amended to include the following:
3) Based on the named insured's request at the time of claim, we agree to indemnify the named insured for their liability assumed in a contract or agreement regarding the rental or lease of a premises on behalf of their client, up to $50,000. This coverage extension only applies to rental lease agreements. This coverage is excess over any renter's liability insurance of the client.
C. Non -Owned Watercraft
SECTION I - COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, Subsection 2. Exclusions, Paragraph g. (2) is deleted in its entirety and replaced by the following:
2) A watercraft you do not own that is:
a) Less than 58 feet long; and
b) Not being used to carry persons or property for a charge; This provision applies to any person, who with your consent, either uses or is responsible for the use of a watercraft. This insurance is excess over any other valid and collectible insurance available to the insured whether primary, excess or contingent.
D. Damage to Property You Own, Rent or Occupy
SECTION I - COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE
Includes copyrighted material of Insurance Services Office, Inc., with its permission. 2011 Philadelphia Indemnity Insurance Company
10/28/2025 C4 Page 94 of 109
Docusign Envelope ID: 80168269-0950-454B-ACE8-F32BD1DCB8E0 PI-GLD-HS (10/11)
LIABILITY, Subsection 2. Exclusions, Paragraph j. Damage to Property, Item (1) is deleted in its entirety and replaced with the following:
1) Property you own, rent, or occupy, including any costs or expenses incurred by you, or any other person, organization or entity, for repair, replacement, enhancement, restoration or maintenance of such property for any reason, including prevention of injury to a person or damage to another's property, unless the damage to property is caused by your client, up to a $30,000 limit. A client is defined as a person under your direct care and supervision.
E. Damage to Premises Rented to You
1. If damage by fire to premises rented to you is not otherwise excluded from this Coverage Part, the word "fire" is changed to "fire, lightning, explosion, smoke, or leakage from automatic fire protective systems" where it appears in:
a. The last paragraph of SECTION I - COVERAGES, COVERAGE A BODILY INJURY AND PROPERTY DAMAGE LIABILITY, Subsection 2. Exclusions; is deleted in its entirety and replaced by the following:
Exclusions c. through n. do not apply to damage by fire, lightning, explosion, smoke, or leakage from automatic fire protective systems to premises while rented to you or temporarily occupied by you with permission of the owner. A separate limit of insurance applies to this coverage as described in SECTION III - LIMITS OF INSURANCE. b. SECTION III - LIMITS OF INSURANCE, Paragraph 6. is deleted in its entirety and replaced by the following:
Subject to Paragraph 5. above, the Damage To Premises Rented To You Limit is the most we will pay under Coverage A for damages because of "property damage" to any one premises, while rented to you, or in the case of damage by fire, lightning, explosion, smoke, or leakage from automatic fire protective systems while rented to you or temporarily occupied by you with permission of the owner. c. SECTION V - DEFINITIONS, Paragraph 9.a., is deleted in its entirety and replaced by the following:
A contract for a lease of premises. However, that portion of the contract for a lease of premises that indemnifies any person or organization for damage by fire, lightning, explosion, smoke, or leakage from automatic fire protective systems to premises while rented to you or temporarily occupied by you with permission of the owner is not an insured contract";
2. SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, Subsection 4. Other Insurance, Paragraph b. Excess Insurance, (1) (a) (ii) is deleted in its entirety and replaced by the following:
That is insurance for fire, lightning, explosion, smoke, or leakage from automatic fire protective systems for premises rented to you or temporarily occupied by you with permission of the owner;
3. The Damage To Premises Rented To You Limit section of the Declarations is amended to the greater of:
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a. $1,000,000; or
b. The amount shown in the Declarations as the Damage to Premises Rented to You Limit.
This is the most we will pay for all damage proximately caused by the same event, whether such damage results from fire, lightning, explosion, smoke, or leaks from automatic fire protective systems or any combination thereof.
F. HIPAA
SECTION I - COVERAGES, COVERAGE B PERSONAL AND ADVERTISING INJURY LIABILITY, is amended as follows:
1. Paragraph 1. Insuring Agreement is amended to include the following:
We will pay those sums that the insured becomes legally obligated to pay as damages because of a "violation(s)" of the Health Insurance Portability and Accountability Act (HIPAA). We have the right and the duty to defend the insured against any "suit," "investigation," or "civil proceeding" seeking these damages. However, we will have no duty to defend the insured against any "suit" seeking damages, "investigation," or "civil proceeding" to which this insurance does not apply.
2. Paragraph 2. Exclusions is amended to include the following additional exclusions:
This insurance does not apply to:
a. Intentional, Willful, or Deliberate Violations
Any willful, intentional, or deliberate "violation(s)" by any insured. b. Criminal Acts
Any "violation" which results in any criminal penalties under the HIPAA. c. Other Remedies
Any remedy other than monetary damages for penalties assessed. d. Compliance Reviews or Audits
Any compliance reviews by the Department of Health and Human Services.
3. SECTION V - DEFINITIONS is amended to include the following additional definitions:
a. "Civil proceeding" means an action by the Department of Health and Human Services (HHS) arising out of "violations."
b. "Investigation" means an examination of an actual or alleged "violation(s)" by HHS. However, investigation" does not include a Compliance Review.
c. "Violation" means the actual or alleged failure to comply with the regulations included in the HIPAA.
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G. Medical Payments — Limit Increased to $20,000, Extended Reporting Period If COVERAGE C MEDICAL PAYMENTS is not otherwise excluded from this Coverage Part:
1. The Medical Expense Limit is changed subject to all of the terms of SECTION III - LIMITS OF INSURANCE to the greater of:
a. $20,000; or
b. The Medical Expense Limit shown in the Declarations of this Coverage Part.
2. SECTION I - COVERAGE, COVERAGE C MEDICAL PAYMENTS, Subsection 1. Insuring Agreement, a. (3) (b) is deleted in its entirety and replaced by the following:
b) The expenses are incurred and reported to us within three years of the date of the accident.
H. Athletic Activities
SECTION I - COVERAGES, COVERAGE C MEDICAL PAYMENTS, Subsection 2. Exclusions, Paragraph e. Athletic Activities is deleted in its entirety and replaced with the following:
e. Athletic Activities
To a person injured while taking part in athletics.
I. Supplementary Payments
SECTION I - COVERAGES, SUPPLEMENTARY PAYMENTS - COVERAGE A AND B are amended as follows:
1. b. is deleted in its entirety and replaced by the following:
1. b. Up to $5000 for cost of bail bonds required because of accidents or traffic law violations arising out of the use of any vehicle to which the Bodily Injury Liability Coverage applies. We do not have to furnish these.
1.d. is deleted in its entirety and replaced by the following:
1. d. All reasonable expenses incurred by the insured at our request to assist us in the investigation or defense of the claim or "suit", including actual loss of earnings up to $1,000 a day because of time off from work.
J. Employee Indemnification Defense Coverage
SECTION I - COVERAGES, SUPPLEMENTARY PAYMENTS - COVERAGES A AND B the following is added:
We will pay, on your behalf, defense costs incurred by an "employee" in a criminal proceeding occurring in the course of employment.
The most we will pay for any "employee" who is alleged to be directly involved in a criminal proceeding is $25,000 regardless of the numbers of "employees," claims or "suits" brought or persons or organizations making claims or bringing "suits.
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K. Key and Lock Replacement — Janitorial Services Client Coverage SECTION I - COVERAGES, SUPPLEMENTARY PAYMENTS - COVERAGES A AND B is amended to include the following:
We will pay for the cost to replace keys and locks at the "clients" premises due to theft or other loss to keys entrusted to you by your "client," up to a $10,000 limit per occurrence and $10,000 policy aggregate.
We will not pay for loss or damage resulting from theft or any other dishonest or criminal act that you or any of your partners, members, officers, "employees", "managers", directors, trustees, authorized representatives or any one to whom you entrust the keys of a "client" for any purpose commit, whether acting alone or in collusion with other persons.
The following, when used on this coverage, are defined as follows:
a. "Client" means an individual, company or organization with whom you have a written contract or work order for your services for a described premises and have billed for your services. b. "Employee" means:
1) Any natural person:
a) While in your service or for 30 days after termination of service; b) Who you compensate directly by salary, wages or commissions; and c) Who you have the right to direct and control while performing services for you; or 2) Any natural person who is furnished temporarily to you:
a) To substitute for a permanent "employee" as defined in Paragraph (1) above, who is on leave; or
b) To meet seasonal or short-term workload conditions;
while that person is subject to your direction and control and performing services for you. 3) "Employee" does not mean:
a) Any agent, broker, person leased to you by a labor leasing firm, factor, commission merchant, consignee, independent contractor or representative of the same general character; or
b) Any "manager," director or trustee except while performing acts coming within the scope of the usual duties of an "employee."
c. "Manager" means a person serving in a directorial capacity for a limited liability company.
L. Additional Insureds
SECTION II - WHO IS AN INSURED is amended as follows:
1. If coverage for newly acquired or formed organizations is not otherwise excluded from this
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Coverage Part, Paragraph 3.a. is deleted in its entirely and replaced by the following:
a. Coverage under this provision is afforded until the end of the policy period.
2. Each of the following is also an insured:
a. Medical Directors and Administrators — Your medical directors and administrators, but only while acting within the scope of and during the course of their duties as such. Such duties do not include the furnishing or failure to furnish professional services of any physician or psychiatrist in the treatment of a patient.
b. Managers and Supervisors — Your managers and supervisors are also insureds, but only with respect to their duties as your managers and supervisors. Managers and supervisors who are your "employees" are also insureds for "bodily injury" to a co - employee" while in the course of his or her employment by you or performing duties related to the conduct of your business.
This provision does not change Item 2.a.(1)(a) as it applies to managers of a limited liability company.
c. Broadened Named Insured — Any organization and subsidiary thereof which you control and actively manage on the effective date of this Coverage Part. However, coverage does not apply to any organization or subsidiary not named in the Declarations as Named Insured, if they are also insured under another similar policy, but for its termination or the exhaustion of its limits of insurance.
d. Funding Source — Any person or organization with respect to their liability arising out of:
1) Their financial control of you; or
2) Premises they own, maintain or control while you lease or occupy these premises.
This insurance does not apply to structural alterations, new construction and demolition operations performed by or for that person or organization. e. Home Care Providers — At the first Named Insured's option, any person or organization under your direct supervision and control while providing for you private home respite or foster home care for the developmentally disabled.
f. Managers, Landlords, or Lessors of Premises — Any person or organization with respect to their liability arising out of the ownership, maintenance or use of that part of the premises leased or rented to you subject to the following additional exclusions:
This insurance does not apply to:
1) Any "occurrence" which takes place after you cease to be a tenant in that premises; or 2) Structural alterations, new construction or demolition operations performed by or on behalf of that person or organization.
g.Lessor of Leased Equipment — Automatic Status When Required in Lease Agreement With You — Any person or organization from whom you lease equipment when you and such person or organization have agreed in writing in a contract or agreement that such person or organization is to be added as an additional insured on your policy. Such person or
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organization is an insured only with respect to liability for "bodily injury," "property damage" or personal and advertising injury" caused, in whole or in part, by your maintenance, operation or use of equipment leased to you by such person or organization.
A person's or organization's status as an additional insured under this endorsement ends when their contract or agreement with you for such leased equipment ends.
With respect to the insurance afforded to these additional insureds, this insurance does not apply to any "occurrence" which takes place after the equipment lease expires. h. Grantors of Permits — Any state or political subdivision granting you a permit in connection with your premises subject to the following additional provision:
1)This insurance applies only with respect to the following hazards for which the state or political subdivision has issued a permit in connection with the premises you own, rent or control and to which this insurance applies:
a) The existence, maintenance, repair, construction, erection, or removal of advertising signs, awnings, canopies, cellar entrances, coal holes, driveways, manholes, marquees, hoist away openings, sidewalk vaults, street banners or decorations and similar exposures;
b) The construction, erection, or removal of elevators; or c) The ownership, maintenance, or use of any elevators covered by this insurance. i. Vendors — Only with respect to "bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business, subject to the following additional exclusions:
1)The insurance afforded the vendor does not apply to:
a) "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement;
b) Any express warranty unauthorized by you;
c) Any physical or chemical change in the product made intentionally by the vendor; d) Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; e) Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; f) Demonstration, installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product;
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g) Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or
h) "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to:
i) The exceptions contained in Sub -paragraphs (d) or (f); or ii) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. 2) This insurance does not apply to any insured person or organization, from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing.
J.Franchisor — Any person or organization with respect to their liability as the grantor of a franchise to you.
k. As Required by Contract — Any person or organization where required by a written contract executed prior to the occurrence of a loss. Such person or organization is an additional insured for "bodily injury," "property damage" or "personal and advertising injury" but only for liability arising out of the negligence of the named insured. The limits of insurance applicable to these additional insureds are the lesser of the policy limits or those limits specified in a contract or agreement. These limits are included within and not in addition to the limits of insurance shown in the Declarations
I. Owners, Lessees or Contractors — Any person or organization, but only with respect to liability for "bodily injury," "property damage" or "personal and advertising injury" caused, in whole or in part, by:
1) Your acts or omissions; or
2) The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured when required by a contract.
With respect to the insurance afforded to these additional insureds, the following additional exclusions apply:
This insurance does not apply to "bodily injury" or "property damage" occurring after:
a) All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or
b) That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project.
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m. State or Political Subdivisions — Any state or political subdivision as required, subject to the following provisions:
1)This insurance applies only with respect to operations performed by you or on your behalf for which the state or political subdivision has issued a permit, and is required by contract.
2) This insurance does not apply to:
a) "Bodily injury," "property damage" or "personal and advertising injury" arising out of operations performed for the state or municipality; or
b) "Bodily injury" or "property damage" included within the "products -completed operations hazard."
M. Duties in the Event of Occurrence, Claim or Suit
SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, Paragraph 2. is amended as follows:
a. is amended to include:
This condition applies only when the "occurrence" or offense is known to:
1) You, if you are an individual;
2) A partner, if you are a partnership; or
3) An executive officer or insurance manager, if you are a corporation. b. is amended to include:
This condition will not be considered breached unless the breach occurs after such claim or "suit" is known to:
1) You, if you are an individual;
2) A partner, if you are a partnership; or
3) An executive officer or insurance manager, if you are a corporation.
N. Unintentional Failure To Disclose Hazards
SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, 6. Representations is amended to include the following:
It is agreed that, based on our reliance on your representations as to existing hazards, if you should unintentionally fail to disclose all such hazards prior to the beginning of the policy period of this Coverage Part, we shall not deny coverage under this Coverage Part because of such failure.
O. Transfer of Rights of Recovery Against Others To Us
SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, 8. Transfer of Rights of
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Recovery Against Others To Us is deleted in its entirety and replaced by the following:
If the insured has rights to recover all or part of any payment we have made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them.
Therefore, the insured can waive the insurer's rights of recovery prior to the occurrence of a loss, provided the waiver is made in a written contract.
P. Liberalization
SECTION IV - COMMERCIAL GENERAL LIABILITY CONDITIONS, is amended to include the following:
If we revise this endorsement to provide more coverage without additional premium charge, we will automatically provide the additional coverage to all endorsement holders as of the day the revision is effective in your state.
Q. Bodily Injury — Mental Anguish
SECTION V - DEFINITIONS, Paragraph 3. Is deleted in its entirety and replaced by the following:
Bodily injury" means:
a. Bodily injury, sickness or disease sustained by a person, and includes mental anguish resulting from any of these; and
b. Except for mental anguish, includes death resulting from the foregoing (Item a. above) at any time.
R. Personal and Advertising Injury — Abuse of Process, Discrimination If COVERAGE B PERSONAL AND ADVERTISING INJURY LIABILITY COVERAGE is not otherwise excluded from this Coverage Part, the definition of "personal and advertising injury" is amended as follows:
1. SECTION V - DEFINITIONS, Paragraph 14.b. is deleted in its entirety and replaced by the following:
b. Malicious prosecution or abuse of process;
2. SECTION V - DEFINITIONS, Paragraph 14. is amended by adding the following:
Discrimination based on race, color, religion, sex, age or national origin, except when:
a. Done intentionally by or at the direction of, or with the knowledge or consent of:
1) Any insured; or
2) Any executive officer, director, stockholder, partner or member of the insured; b. Directly or indirectly related to the employment, former or prospective employment, termination of employment, or application for employment of any person or persons by an insured;
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c. Directly or indirectly related to the sale, rental, lease or sublease or prospective sales, rental, lease or sub -lease of any room, dwelling or premises by or at the direction of any insured; or d. Insurance for such discrimination is prohibited by or held in violation of law, public policy, legislation, court decision or administrative ruling.
The above does not apply to fines or penalties imposed because of discrimination.
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Total # Assisted
Total # of Adults
Total # of Children Area Median Income (AMI)Client Count Percentage Veterans Served Extremely Low 4 100.00%
Seniors Served
Amount of Assistance Provided
Type of Rental Assistance Client Count Percentage
Homelessness Prevention 4 100.00%Total 4 100.00%
Total 4 100.00%
Type of Emergency Situation Client Count
Change in Family Dynamic ALL (Incl. Hisp)
Domestic Violence 0
Emergency Automobile Expense 2
Emergency Medical Expense 1 0
Increase in Expense (Unplanned)0
Loss of Income - Employment Related 3 0
Other 0
Total 5 0
0 0
0 0
2 6
Emergency Housing Assistance Detail Report
(City of Vista VEHAP-C2)
Report Start Date:
Report End Date:
4 Area Median Income (AMI)
5 $15,990
Percentage Total Clients
Hispanic
White 2
R A C E
Black / Africian American 0
25.00%Asian 0
American Indian/Alaskan Native 0
75.00%Native Hawaiian/Other Pacific Islander 0
American Indian/Alaskan Native and White 0
100.00%Asian and White 0
Don't Know OR Refused OR Missing Race 0
Total 2
Black/Africian American and White 0
American Indian/Alaskan Native & Black/African American 0 Other/Multi-Racial 0
10/28/2025 C4 Page 105 of 109EXHIBIT 4
2 (Touchpoint Entered for All Family Members)
Client #Age
Veter
an
Statu
s Date Provided
Service
Location # of Adults # of Children Total Persons
Lease
Verified
?
W9
Collecte
d?
Funding
Source
Other Rental
Assistance
Type of Rental
Assistance Type of Emergency Situation
Other type of
emergency
situation
Type of supportive
documentation for
emergency
Month(s)
Rental
Assistance
Covered Amount Provided
1 67333 53 N 9/8/2025 Carlsbad 1 0 1 Y Y VEHAP- C2None Homeless PreventionClient husband had passed away Ledger rental agreement July/Aug $5,000.00 2 72428 51 N 9/30/2025 Carlsbad 1 0 1 Y Y VEHAP- C2None Homeless PreventionHeath issues prevented work Health records July/Aug $5,000.00 3 4
5 6
7 8
Total Persons 2 Total:$10,000.00
Individuals Individuals Total Assistance Provided
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(Touchpoint Entered for All Family Members)
Client #Age
Veteran
Status Date Provided Service Location
# of
Adults
# of
Children
Total
Persons Lease Verified?W9 Collected?Funding Source
Other Rental
Assistance
Type of Rental
Assistance Type of Emergency Situation
Other type of
emergency
situation
Type of supportive
documentation for
emergency
Month(s)
Rental
Assistance
Covered
Amount
Provided
1 45772 28 na 9/15/2025 Carlsbad Service Center 2 1 3 Y Y VEHAP C2 Homeless
prevention Clients partner lost employment Lay off notice August 2025 $2,389.35 2 24738 37 na 9/16/2025 Carlsbad Service Center 2 4 6 Y Y VEHAP C2 Homeless
prevention Significant reduction in hours Pay stubs 4/25 - 8/25 $3,601.00 3 4
5 6
7 8
Total Persons 9 Total $5,990.35
Families Family Total Assistance Provided
Full Address - Families
325 Pomelo Dr B10 Vista, CA 92081
987 Postal Way Apt #11 Vista, CA 92083
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AMI Client Details
Client #Program Name Date Taken AMI
67333 Interfaith Community Services 9/9/2025 Extremely Low 72428 Interfaith Community Services 9/17/2025 Extremely Low 45772 Interfaith Community Services 9/3/2025 Extremely Low 24738 Interfaith Community Services 9/8/2025 Extremely Low 10/28/2025 C4 Page 108 of 109
Month/
Year Name Address/City of Residence/Property Name Disqualifying Factor Detail/Notes Notification
Type
Date
Notified
Jul-25 53725 Vista Did not receive sufficient documentation to verify an imminent risk of homelessness.Incomplete Documentation/No Follow-up Email 7/17/2025 Jul-25 60730 Mariposa Apartaments Did not receive sufficient documentation to verify an imminent risk of homelessness.Incomplete Documentation/No Follow-up Jul-25 71785 Vista Did not receive sufficient documentation to verify an imminent risk of homelessness.Incomplete Documentation/No Follow-up Email 7/17/2025 Jul-25 71786 Mira Monte Apartments Did not meet HUD Cat.2 Definition of Immininet Risk of Homelessness Not at risk of losing primary nighttime
residence within the next 14 days. Past due
notice only. Email 7/17/2025
Jul-25 180272 Vista Did not meet HUD Cat.2 Definition of Immininet Risk of Homelessness Not at risk of losing primary nighttime
residence within the next 14 days. No notice
from landlord.Email 7/17/2025
8/1/2025 Ariana H.Mesa Garden Did not meet HUD Cat.2 Definition of Immininet Risk of Homelessness Not at risk of losing primary residence.Phone 8/1/2025 8/5/2025 31886 Casa Mia Did not receive sufficient documentation to verify an imminent risk of homelessness.Incomplete Documentation/No Follow-up Email 8/15/2025 8/6/2025 72118 Vista View Apartments Did not meet one or more of the program's eligibility requirements.Husband Paid past due rent Phone 9/4/2025 8/7/2025 Martha V.92084 Did not meet HUD Cat.2 Definition of Immininet Risk of Homelessness Not at risk of losing primary nighttime
residence within the next 14 days. Phone 8/7/2025
8/7/2025 41787 Vista terrace Did not meet one or more of the program's eligibility requirements.Missing supporting documentation Phone 8/21/2025 8/21/2025 60730 225 Smilax rd Apt 242 Rrequired documentation needed to determine eligibility was not provided.In-person 8/27/2025 8/18/2025 67167 Vista Ascot DR Did not meet one or more of the program's eligibility requirements.Emergency situation resolved In-person 8/28/2025 8/24/2025 Juliana V.552 Canyon Dr #18 Did not meet one or more of the program's eligibility requirements.Client lives in Oceanside Phone 8/24/2025 VEHAP Denied Applications Report
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