cc 2026 AR 08/11 agreement with interfaith for admin of senior tenanat assistance program

ACTION:
____________________________
Clerk/Secretary
Department: City Manager Item No: D1
Prepared by:

Catalina Langen, Management Analyst
Jonathan Lung, Housing & Homeless Services
Division Manager Meeting Date: August 11, 2026
Approved by:

Imelda Huerta, Assistant City Manager
John Conley, City Manager Agenda Location: Discussion
SUBJECT: AGREEMENT WITH INTERFAITH COMMUNITY SERVICES, INC. FOR ADMINISTRATION

OF VISTA SENIOR TENANT ASSISTANCE FOR BALANCED LIVING & EXPENSES

PROGRAM
RECOMMENDATION: Adopt City Council Resolution No. 2026- , approving an agreement with Interfaith Community Services, Inc., for the administration of the Vista Senior Tenant Assistance for Balanced Living & Expenses Program.

CORRELATION TO CITY COUNCIL GOALS: Homelessness & Housing.

PRIOR ACTION: On April 28, 2026, approved recommendations from the Senior Citizens Affairs Commission with the following eligibility criteria amendments: lower age to 65+ years, add Section 8 waitlisted, limit disability requirement to head of household; and directed staff to issue Request for Proposals (Vote: 4-1, Franklin Opposed).

On February 24, 2026, directed staff to take the senior rental subsidy program parameters, with the City Council recommendations (City of Vista resident, 30% or lower AMI, age 70 and older, with a disability), to the Senior Commission for input (No Vote).

On November 12, 2025, adopted City Council Resolution No. 2025-191, amending the Operating Budget for Fiscal Years 2025/26 and 2026/27, and amending the Capital Project Budget for Fiscal Years 2024/25 and 2025/26 as amended by City Council (Vote: 5-0).

SENIOR CITIZENS AFFAIRS COMMISSION PRIOR ACTION: On March 18, 2026, approved the City Council recommendations to accept the proposal as a pilot program, have staff discuss concerns raised by Senior Citizens Affairs Commission, market program and identify eligible population, identify developers for the brick and mortar, and continue to make recommendations for future funding after initial funding is exhausted (Vote: 5-0-1, Bramwell Abstained).

STATEMENT ON THE SUBJECT: On November 12, 2025, the City Council appropriated $500,000 from Fiscal Year 2024-2025 year end fund balance for a Senior Housing Subsidy program.

AGENDA
REPORT

CITY COUNCIL

COMMUNITY DEVELOPMENT COMMISSION

SUCCESSOR AGENCY

BUENA SANITATION DISTRICT

JOINT POWERS FINANCING AUTHORITY
Approved above recommendation, adopted the following: 1) City Council Resolution No. 2026-144.

Vote: 5-0; 2) City Council Resolution No. 2026-145. Vote: 5-0

ACTION:
____________________________
Clerk/Secretary
Department: City Manager Item No: D1
Prepared by:

Catalina Langen, Management Analyst
Jonathan Lung, Housing & Homeless Services
Division Manager Meeting Date: August 11, 2026
Approved by:

Imelda Huerta, Assistant City Manager
John Conley, City Manager Agenda Location: Discussion
SUBJECT: AGREEMENT WITH INTERFAITH COMMUNITY SERVICES, INC. FOR ADMINISTRATION

OF VISTA SENIOR TENANT ASSISTANCE FOR BALANCED LIVING & EXPENSES

CORRELATION TO CITY COUNCIL GOALS: Homelessness & Housing.

STATEMENT ON THE SUBJECT: On November 12, 2025, the City Council appropriated $500,000 from Fiscal Year 2024-2025 year end fund balance for a Senior Housing Subsidy program.

AGENDA
REPORT

CITY COUNCIL

COMMUNITY DEVELOPMENT COMMISSION

SUCCESSOR AGENCY

BUENA SANITATION DISTRICT

JOINT POWERS FINANCING AUTHORITY
08/11/2026 D1 1 of 132

MEETING DATE: August 11, 2026 PAGE 2

SUBJECT: AGREEMENT WITH INTERFAITH COMMUNITY SERVICES FOR ADMINISTRATION OF

VISTA SENIOR TENANT ASSISTANCE FOR BALANCED LIVING & EXPENSES PROGRAM On February 24, 2026, staff presented a proposed Senior Housing Subsidy Program to help pay rent and other housing-related expenses for Vista seniors with low income, experiencing a housing crisis, and at risk of homelessness. The Program was proposed to provide $250, $500, $750, or $1,000 per month towards rent on behalf of eligible households, depending on applicant circumstances. The Program was also proposed to provide case management and assist with housing-related expenses, such as past-due rent and past-due utilities, depending on the household’s need. These payments were to be made directly to the landlord or utility company. Enrolled clients could receive assistance for up to 24 months.

The objective of the program is to assist households with achieving long-term housing stability after the conclusion of rental subsidy, measured by households spending no more than 60 percent of household income towards rent. To achieve housing stability, program staff will work with participants to stabilize housing by finding ways to increase income and decrease household costs to make their current unit more affordable and, if that is not possible, identify alternative, more affordable housing units which program staff will assist with accessing.

Staff proposed the eligibility criteria for a Senior Housing Subsidy Program to include:
• Must be a leaseholder and live in a rental unit with a Vista mailing address. • Households with a head of household who is a senior or who has a dependent senior. o For purposes of this program, a senior is defined as 55 years or older. • Households spending more than 60 percent of the gross income on housing in Vista. • After the rent subsidy is applied, the household cannot spend more than 80 percent of its income on rent.
• No alternative housing options.
• Lack the money and support network to resolve their housing crisis. • Household income is at or below 80 percent of the Area Median Income (AMI) applied to Vista. • Assets such as bank accounts or retirement savings that total less than $2,000. • Do not currently receive ongoing rental assistance from another program.

The City Council discussed the proposed program and proposed the eligibility criteria be adjusted as follows:
• Must be a leaseholder and live in a rental unit within Vista city limits. • Senior defined as 70 years or older.
• Household income is at or below 30 percent of the AMI applied to Vista. • Must have a disability.

Following the discussion, the City Council directed staff to present the eligibility criteria for the Senior Citizens Affairs Commission’s input, and staff presented the criteria at the March 18, 2026, Senior Commission meeting. The Senior Commission voted 5-0-1 (Bramwell abstained) to accept the City Council’s eligibility criteria as a pilot program, to market the program, and consider eligible populations based on the results of the pilot program once initial funding is exhausted.

On April 28, 2026, the City Council approved recommendations from the Senior Citizens Affairs Commission with the following eligibility criteria amendments: to lower the age to 65+ years, to include Section 8 waitlisted, and to limit the disability requirement to head of household; and directed staff to publish a Request for Proposals (RFP) (Exhibit 3).

The RFP solicited a contractor to administer the Vista Senior Tenant Assistance for Balanced Living & Expenses (STABLE) Program. The sole submitted proposal was received from Interfaith Community Services (Interfaith) on June 22, 2026 (Exhibit 4). Interfaith submitted a proposal that combines individualized case management, resource navigation, and targeted financial assistance to help vulnerable 08/11/2026 D1 2 of 132

MEETING DATE: August 11, 2026 PAGE 3

SUBJECT: AGREEMENT WITH INTERFAITH COMMUNITY SERVICES FOR ADMINISTRATION OF

VISTA SENIOR TENANT ASSISTANCE FOR BALANCED LIVING & EXPENSES PROGRAM Vista seniors remain safely and stably housed. Interfaith’s proposed approach advances the City’s goal of promoting long-term housing stability for seniors, while ensuring compliance with City requirements.

Interfaith has extensive experience providing housing assistance across North County and served 4,370 seniors across its agency programs last fiscal year. Its proposal outlines a comprehensive program with identified goals around stabilization, housing retention, and client satisfaction and well-being.

The Program will utilize various strategies to achieve housing stability through case management that focuses on:
• Housing Stability plans
o Case managers should be trained to use motivational interviewing techniques and diversion practices to help participants identify workable solutions to their housing stability. o Housing stability plans should be developed with participants and updated as significant changes in the participants’ circumstances are identified. • Increasing household income
o Case managers should ensure that participants receive and/or apply for all benefits they may be eligible for. These may include unemployment, temporary disability, CalWORKs or CalFresh.
o Case managers should provide support to increase income through employment by providing job leads, assisting with creating resumes, and providing referrals to careers centers. o Case managers should explore options to add household members who could bring income to the household. This could include family or friends or roommate situations. • Decrease expenses
o Case managers should work with participants to complete monthly budgets to track spending and explore potential areas to reprioritize their expenses. o Case managers should assist households to support their budget by utilizing discount utility rates, food banks, low-cost/free cell phones, appropriate level of insurance, etc. o Case managers should advocate with the household’s landlord regarding rent increases or requests aligning the household income with the appropriate AMI restriction if the household resides in a deed-restricted affordable housing unit.
• Housing search assistance
o Case managers should review participants’ housing needs and preferences and provide housing leads for units with more affordable rent.
o Case managers should assist households with applying for housing units that are more affordable.
• Affordable housing navigation
o Case managers should provide participants with the City’s Affordable Housing Resource Guide and directions on what affordable housing is and how it is access. o Case managers should help participants join and update affordable housing and Housing Choice Voucher waiting lists.
o Case managers should support participants to have all relevant and necessary documents to apply for housing that is more affordable.
• Shared housing
o Case managers should speak with participants about their housing needs and potentially sharing their home or joining a different household where rent would align with their income. o Case managers should provide referrals to shared housing programs, including the Vista Shared Housing Expansion operated by Townspeople.
• Family reunification
o Case managers should discuss with participants the potential to move in with family or friends in Vista or elsewhere.
08/11/2026 D1 3 of 132

MEETING DATE: August 11, 2026 PAGE 4

SUBJECT: AGREEMENT WITH INTERFAITH COMMUNITY SERVICES FOR ADMINISTRATION OF

VISTA SENIOR TENANT ASSISTANCE FOR BALANCED LIVING & EXPENSES PROGRAM Critical to overall stabilization efforts, the above case management strategies will be paired with targeted, time-limited financial assistance for participants. Interfaith estimates serving 40-50 households through the pilot project. For the purpose of budgeting and planning, Interfaith based its projections on enrolling 10 households in each of four tranches (40 total), and households receiving an average of $750/month in financial assistance for 12 months. In practice, each household will be unique and the amount and duration will vary. Interfaith will follow a calculation to determine assistance levels to ensure each household receives a subsidy between $250 and $1,000 that lowers its rent burden below 60%. All financial assistance payments will be made directly to verified third parties, such as landlords, property managers, or utility providers.

The estimate also considers caseload ratios for the Case Manager across the project term. Following the completion of each STABLE application tranche, Interfaith will conduct an analysis of client, application, financial assistance, and outcome data to identify emerging needs, service gaps, and implementation challenges. Consistent with City requirements, tranche-level analysis will include application volume and approval rates, reasons for denials, demographic and income trends, rent burden and financial vulnerability, utilization of stabilization services, housing retention outcomes, financial assistance utilization, and referrals to higher-intensity supports. Findings will be reviewed after each application window and incorporated into written recommendations to the City regarding potential refinements to eligibility criteria, prioritization factors, outreach and engagement strategies, case management approaches, subsidy levels or duration, and program policies and procedures to strengthen client stabilization outcomes and equitable access in subsequent tranches.

Interfaith’s staffing structure is already in place, allowing for immediate program launch within 30 days of contract execution. Program start-up activities will immediately begin with applications anticipated to open on Monday, September 21, 2026. On September 16, 2026, the Interfaith team will present the program to the Senior Citizens Affairs Commission. The proposed budget allocates 72% of funds to direct assistance.

While the RFP outlined a 20% cap for indirect costs, the proposal budget reflects 23.8% staffing and indirect costs (20.1% for program staffing and 3.7% for indirect admin costs) to ensure appropriate staffing coverage to properly deliver case management and program oversight functions. The organization meets all insurance requirements and can begin operations within 30 days of contract execution.

Given their experience, infrastructure, and clear implementation plan, staff recommend awarding the Vista Senior Tenant Assistance for Balanced Living & Expenses Program contract to Interfaith Community Services, Inc. The contract will be for a period of 12 months with the ability for the City to extend the contract up to an additional 36 months for a total possible contract length of 48 months (Exhibit 5).

FISCAL IMPACT: Approval of the staff recommendation has a fiscal impact of $500,000, which will be appropriated from 0010000.310790 to 0010355.521040.YE25 Service Contracts Expense Account.

EXHIBITS:

1. City Council Resolution No. 2026- , approving an agreement with Interfaith Community Services for the administration of the Vista Senior Tenant Assistance for Balanced Living & Expenses Program

2. City Council Resolution No. 2026- , amending the Operating Budget for Fiscal Years 2025/26 and 2026/27

3. STABLE Program Request for Proposals

4. Proposal from Interfaith Community Services for STABLE Program

5. Agreement with Interfaith Community Services for the administration of the Vista Senior Tenant Assistance for Balanced Living & Expenses Program.
08/11/2026 D1 4 of 132

RESOLUTION NO. 2026-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, APPROVING AN AGREEMENT WITH INTERFAITH COMMUNITY SERVICES, INC. FOR THE ADMINISTRATION OF THE VISTA

SENIOR TENANT ASSISTANCE FOR BALANCED LIVING AND EXPENSES PROGRAM.

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 November 12, 2025, the City Council appropriated $500,000 from Fiscal Year 2024-2025 year end fund balance for a senior housing subsidy program.

B. On April 28, 2026, the City Council approved recommendations from the Senior Citizens Affairs Commission; and directed staff to issue a request for proposals (RFP).

C. The City published an RFP for administration of the Vista Senior Tenant Assistance for Balanced Living and Expenses (STABLE) Program and selected Interfaith Community Services, Inc. as the preferred administrator.

2. Action.

A. The agreement with Interfaith Community Services, Inc. to administer the Vista STABLE Program is approved and the Mayor is authorized to execute the contract.

B.Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on August 11, 2026, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

APPROVED
Walter C. Chung
20260729074712
JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:
08/11/2026 D1 5 of 132
EXHIBIT 1

RESOLUTION NO. 2026-

A RESOLUTION OF THE CITY COUNCIL OF THE CHARTERED CITY OF

VISTA, CALIFORNIA, AMENDING THE OPERATING BUDGET FOR
FISCAL YEARS 2025/26 AND 2026/27
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 adopted Resolution 2025-102 approving the Operating Budget for Fiscal Years 2025/26 and 2026/27.

B. The City Council desires to amend the Operating Budget at this time to reflect changed circumstances.

2. Action.

A. The Operating Budget for Fiscal Years 2025/26 and 2026/27 is amended as set forth in Exhibit A.

3. Adoption. PASSED AND ADOPTED at a meeting of the City Council of the City of Vista held on _____________________________, by the following vote:

AYES:

NOES:

ABSTAIN:

APPROVED AS TO FORM:

WALTER CHUNG, CITY ATTORNEY
By:

JOHN B. FRANKLIN, MAYOR
ATTEST:

KATHY VALDEZ, CITY CLERK
By:

APPROVED
Walter C. Chung
20251104155748
08/11/2026 D1 6 of 132
EXHIBIT 2

RESOLUTION NO. 2026-

CITY COUNCIL FOR THE CHARTERED CITY OF VISTA
PAGE 1 EXHIBIT A

1. Account Number Account Description Increase Decrease 0010000.310790 CO-SENIOR HOUSING SUBSIDY 500,000$
0010355.521040.YE25 SERVICE CONTRACTS 500,000$
Appropriations are hereby made to fund the Vista Senior Tenant Assistance for Balanced Living & Expenses Program. 08/11/2026 D1 7 of 132

City of Vista
Housing and Homeless Services Division
Vista STABLE
Senior Tenant Assistance for Balanced Living &
Expenses
Request for Proposals
Applications Available May 20, 2026
Application Due Date June 22, 2026
08/11/2026 D1 8 of 132
EXHIBIT 3

I. INTRODUCTION AND PURPOSE
The City of Vista (“City”) is soliciting proposals from qualiﬁed organizations to administer the Vista Senior Tenant Assistance for Balanced Living & Expenses (STABLE) Program, a pilot housing stabilization initiative designed to support vulnerable seniors experiencing severe housing cost burden and ﬁnancial instability.

The intent of the Vista STABLE Program is to help seniors remain safely and sustainably housed through individualized stabilization services focused on improving long-term household aﬀordability, increasing access to resources, and reducing ﬁnancial vulnerability. While rental subsidy assistance is an available program tool, the program is intended to emphasize housing stabilization case management as the primary intervention, with ﬁnancial assistance used strategically to support stabilization goals.

The City recognizes that many older adults on ﬁxed incomes face increasing ﬁnancial pressure due to rising housing costs, medical expenses, loss of income, and limited aﬀordable housing options. Research and pilot programs throughout California have demonstrated that modest rental subsidies paired with light-touch stabilization services can signiﬁcantly improve housing security and support aging in place 1.

The goals of the program are to:
• Promote housing stability for vulnerable seniors,
• Support aging in place within the Vista community,
• Reduce ﬁnancial vulnerability and housing cost burden, • Connect seniors to beneﬁts, services, and community supports, • Improve long-term household sustainability.

II. PROGRAM OVERVIEW
The selected Program Administrator shall implement a housing stabilization program centered on individualized case management and supportive services for low-income seniors.

A. Housing Stabilization Services
The Program Administrator shall provide participant-centered stabilization services that should include:
• Budgeting and ﬁnancial planning,
• Public beneﬁts enrollment assistance,
• Income stabilization and resource navigation,

1 Shallow Rental Subsidy Program : Programs & Services : What We Do : Serving Seniors Shallow Rent Subsidy (San Diego County) | The Abdul Latif Jameel Poverty Action Lab HOMELESSNESS PREVENTION SERIES: Spotlight on Older Adults | United States Interagency Council on Homelessness 08/11/2026 D1 9 of 132

• Housing navigation and relocation assistance,
• Landlord mediation and advocacy,
• Connection to healthcare, food assistance, transportation, and supportive services, • Assistance reducing household expenses and increasing ﬁnancial sustainability.

The City intends for these services to serve as the foundation of the program model.

B. Financial Assistance
Financial assistance may be provided when necessary to support a participant’s housing stabilization plan and may include:
• Monthly rental subsidy payments,
• Rent and utility arrears,
• Security deposits and move-in costs,
• Utility setup fees,
• Relocation assistance to more aﬀordable housing.

Rental subsidy amounts may range from $250, $500, $750, or $1,000 per month, depending on demonstrated household need and stabilization goals.

Participants may receive assistance for up to 24 months, though the duration and amount of assistance should be tailored to the household’s stabilization plan and not treated as an entitlement or standalone subsidy program.

Financial assistance payments shall be made directly to landlords, utility providers, or other approved vendors.

Programs utilizing shallow subsidy models have shown the strongest outcomes when ﬁnancial assistance is paired with ongoing housing-focused case management and problem-solving support1.

C. Application Review Process and Tranches
Applications for the Vista STABLE Program shall be accepted on a rolling basis during designated application periods established by the Program Administrator and approved by the City.

To allow for equitable distribution of funding throughout the pilot period, applications will be reviewed and considered for award in four separate tranches during the contract term. Applications received during each tranche period will be evaluated collectively based on eligibility, demonstrated need, vulnerability, and available funding.

The Program Administrator shall establish and publicly communicate:

08/11/2026 D1 10 of 132

• Application opening and closing dates for each tranche, • Estimated award notiﬁcation timelines, and
• Procedures for incomplete or waitlisted applications.

Submission of an application does not guarantee funding or assistance. Award decisions will be based on program eligibility, household stabilization needs, and availability of funds.

Following each application tranche, the Program Administrator shall analyze program data and outcomes and provide recommendations to the City Council regarding potential modiﬁcations or reﬁnements to subsequent tranche periods, including eligibility criteria, prioritization factors, assistance levels, and program design considerations based on observed community need and program performance.

III. PARTICIPANT ELIGIBILITY CRITERIA
The Program Administrator shall ensure participants meet the following minimum eligibility criteria:

A. Residency and Tenancy
• Must reside in a rental unit within Vista city limits, • Must be the leaseholder or have legal tenancy,
• Must not be receiving ongoing rental assistance from another program.

B. Senior Deﬁnition
• Head of household is:
o Age 65 or older AND
o A person with a disability
C. Income and Financial Criteria
• Household income at or below 30% Area Median Income (AMI), • Spending more than 60% of gross household income on housing costs, • After subsidy is applied, housing costs must not exceed 80% of household income, • Household assets shall not exceed $2,000.

Additionally, priority consideration shall be given to otherwise eligible applicants who are currently on a waitlist for a Housing Choice Voucher or other publicly funded rental assistance program, as these households may have limited ﬁnancial alternatives and heightened risk of housing instability.

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IV. CITY EXPECTATIONS
The selected Program Administrator must:
• Begin operations within 30 days of contract execution, • Conduct outreach and intake in coordination with the City, • Prioritize a housing stabilization and case management approach, • Develop individualized stabilization plans for participants, • Administer ﬁnancial assistance only in support of stabilization goals, • Coordinate with landlords, healthcare providers, beneﬁts programs, and other supportive service systems,
• Maintain timely and accurate program documentation and reporting.

The City expects the awarded provider to approach the program as a ﬂexible stabilization initiative designed to strengthen long-term housing sustainability for seniors, rather than solely as a rental assistance program.

V. FUNDING AND CONTRACT TERMS
• Total program funding shall not exceed $500,000,
• Contract term shall be 12 months, with options to extend based on funding availability, • Administrative costs shall not exceed 20% of the total budget, • The City expects the majority of funding to support direct participant stabilization activities and ﬁnancial assistance.

VI. SCOPE OF SERVICES
The Program Administrator shall perform the following services:

A. Intake and Assessment
• Develop intake and eligibility procedures,
• Assess housing instability, ﬁnancial vulnerability, and service needs, • Develop individualized housing stabilization plans.

B. Case Management and Stabilization Services
• Provide ongoing housing-focused case management,
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• Assist participants with increasing income and reducing expenses, • Support participants accessing public beneﬁts and community resources, • Provide housing navigation and landlord engagement,
• Refer participants to more appropriate or intensive services when necessary, including crisis intervention programs and emergency housing assistance resources for households experiencing severe housing instability, acute rent burden, or needs beyond the scope of the program.

C. Financial Assistance Administration
• Determine appropriate assistance levels based on participant need, • Issue payments directly to landlords or service providers, • Track all disbursements and expenditures.

D. Documentation Requirements
From Landlords:
• Valid City of Vista business license (if applicable2), • W-9,
• Proof of ownership or management authority,
• Certiﬁcation of no duplicate assistance.

From Participants:
• Signed assistance agreement,
• Income and asset veriﬁcation,
• Certiﬁcation of no duplicate rental assistance.

VII. REPORTING AND PERFORMANCE METRICS
The Program Administrator shall submit regular reports including:
• Number of applications received,
o Number of applications approved,
o Number of and reasons for applications not approved,
• Number of participants served,

2 https://www.vista.gov/business/business-licenses
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• Demographic and income information,
• Types of stabilization services provided,
• Financial assistance provided,
• Housing outcomes and stabilization progress,
• Program expenditures,
• Other metrics as requested by the City
Outcome Measures
The City is particularly interested in:
• Housing retention,
• Reduction in rent burden,
• Increased household income or beneﬁts,
• Reduced ﬁnancial vulnerability,
• Participant satisfaction and well-being.

Data Analysis and Continuous Program Improvement
Following the completion of each application tranche, the Program Administrator shall analyze participant, application, ﬁnancial assistance, and program outcome data collected during that tranche to evaluate program eﬀectiveness and identify emerging trends, unmet needs, and implementation challenges.

The Program Administrator shall use this analysis to inform recommendations for subsequent tranche periods and shall provide the City with written recommendations regarding potential adjustments to:
• Eligibility criteria,
• Prioritization factors,
• Outreach and engagement strategies,
• Case management approaches,
• Subsidy levels or duration,
• Program policies and procedures, and
• Other program design considerations intended to improve participant stabilization outcomes and equitable access to services.

At a minimum, tranche analysis shall consider:
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• Application volume and approval rates,
• Reasons for denied applications,
• Demographic and income trends,
• Levels of rent burden and ﬁnancial vulnerability,
• Utilization of stabilization services,
• Housing retention outcomes,
• Funding utilization and projected remaining capacity, • Referrals to outside services or higher-intensity interventions.

The City intends for the Vista STABLE Program to function as an adaptive pilot program informed by ongoing data collection, evaluation, and continuous improvement throughout the contract term.

VIII. ELIGIBLE APPLICANTS
Applicants must:
• Be a nonproﬁt or public agency serving San Diego County, • Demonstrate experience providing:
o Housing stabilization services,
o Case management,
o Rental assistance administration, and/or
o Services for older adults,
• Demonstrate capacity to administer ﬂexible ﬁnancial assistance programs, • Demonstrate ability to enter into an agreement in accordance with the City’s Standard Contract for Services (Attachment A), including the insurance requirements as speciﬁed in Exhibit C of Attachment A.

IX. PROPOSALS
Proposals must include:
• Cover Letter: Organizational overview, relevant experience, key staﬀ, insurance compliance, and commitment to the City’s contract requirements.
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• Approach: Description of the proposer’s approach to outreach, intake, assessment, case management, housing stabilization services, and administration of ﬁnancial assistance. Include methods for data collection, tranche analysis, and outcome tracking. • Staﬃng: Staﬀ roles, qualiﬁcations, level of eﬀort, Board of Directors list (if applicable), and resumes of key personnel.
• Outcomes and Evaluation: Projected households served, anticipated stabilization outcomes, housing retention goals, and methods for evaluating program eﬀectiveness and informing future tranches.
• Budget: Detailed 12-month budget including staﬃng, administrative costs, and projected direct assistance. Administrative and staﬃng costs shall not exceed 10% of the total budget. • Implementation Schedule: Timeline for program launch, application tranches, participant enrollment, reporting, and major deliverables.

X. EVALUATION CRITERIA
Proposals will be reviewed for:
• Program Approach and Stabilization Model (30 points); • Relevant Experience and Capacity (20 points);
• Staﬃng and Qualiﬁcations (20 points);
• Outcomes and Evaluation Strategy (15 points);
• Budget and Cost Eﬀectiveness (15 points).

The City may conduct interviews prior to ﬁnal selection. The contract award is scheduled for recommendation to City Council on August 11, 2026.

XI. AWARD OF AGREEMENT
Upon completion of the review period, the City will 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.
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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 May 20, 2026
Final Date for Submissions of Questions June 4, 2026
Proposal Submission Deadline June 22, 2026, 5:00 p.m.

Interviews (if needed) June 23 – 30, 2026
Selection and Notice of Intention to Award July 2, 2026 City Council Recommendation for Award August 11, 2026, 5:30 p.m.

XII. SUBMISSION OF PROPOSALS
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. PST (on the dot) on Monday, June 22, 2026. 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.

XIII. 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 08/11/2026 D1 17 of 132

will be provided in an addendum through OpenGov Procurement. Questions must be submitted prior to the deadline speciﬁed in the RFP Schedule, below.

XIV. 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 any time.

XV. DISCLOSURE
All Proposals become the property of the City unless a return is speciﬁcally requested as speciﬁed 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.

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ATTACHMENT A

STANDARD CONTRACT FOR SERVICE

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CONTRACT FOR SERVICES
THIS “CONTRACT” is entered into by and between the “Parties” as of ___________________ (“Contract Date”).

1.0 THE “PARTIES”
The “City”:

CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084

Working Contact: workingname
Billing Contact: billingname
The “Contractor”

NAMEX, statusx
Address
Address

Contact: name

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 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.

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 08/11/2026 D1 20 of 132

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.

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’s employees. Contractor expressly waives any claim Contractor may have to any such 08/11/2026 D1 22 of 132

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.

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 08/11/2026 D1 23 of 132

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 other means of protecting interests in products or inventions. Contractor shall bear all costs 08/11/2026 D1 25 of 132

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

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.”

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 22.]

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30.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.

“City”

CITY OF VISTA, a chartered municipal
corporation

By:

JOHN CONLEY, CITY MANAGER
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:
“Contractor”

NAMEX, statusx

By:

Name/Title

By:

Name/Title

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00022422 8 Exhibit A

EXHIBIT A

REQUEST FOR PROPOSALS

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00022422 8 Exhibit B

EXHIBIT B
CONTRACTOR’S PROPOSAL

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00022422 8 Exhibit C, Page 1 of 3

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 08/11/2026 D1 32 of 132

00022422 8 Exhibit C, Page 2 of 3
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 08/11/2026 D1 33 of 132

00022422 8 Exhibit C, Page 3 of 3
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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00022422 8 Exhibit D

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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00022422 8 Exhibit D

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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Interfaith Community Services, Inc.

Grant Application
City of Vista – STABLE
Senior Tenant Assistance for Balanced Living & Expenses June 22, 2026
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EXHIBIT 4

Interfaith Community Services City of Vista - STABLE Table of Contents
Cover Letter.............................................................................................................................................. 1-2

I. Approach............................................................................................................................................... 3-8

II. Staﬃng.................................................................................................................................................... 9 Board of Directors List............................................................................................................. 10-11 Resumes of Key Staﬀ............................................................................................................... 12-14

III. Outcomes and Evaluation............................................................................................................... 15-16

IV. Budget.................................................................................................................................................. 17 24-month Budget Summary......................................................................................................... 18 Detailed Initial Year 1 Budget ...................................................................................................... 19 Detailed Option Year 2 Budget..................................................................................................... 20

V. Implementation Schedule.................................................................................................................... 21 Gantt Chart.............................................................................................................................. 22-23

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June 22, 2026
Jonathan Lung
Homeless Service Program Manager
City of Vista Housing and Homeless Services
200 Civic Center Drive
Vista, CA 92084
Re: Cover Letter – Vista Senior Tenant Assistance for Balanced Living & Expenses (STABLE) Program Dear Jonathan:

On behalf of Interfaith Community Services (Interfaith), I am pleased to submit this proposal to administer the Vista Senior Tenant Assistance for Balanced Living & Expenses (STABLE) Program. Interfaith requests $500,000 to implement a housing stabilization program that combines individualized case management, resource navigation, and targeted financial assistance to help vulnerable Vista seniors remain safely and stably housed. Our proposed approach is designed to advance the City’s goal of promoting long-term housing stability for seniors.

Organization Overview
Founded in 1979, Interfaith Community Services is a secular nonprofit serving North San Diego County through more than 70 programs focused on housing stability, health, recovery, food security, and economic mobility. Last year, Interfaith served more than 23,000 individuals, including 4,370 seniors, and prevented homelessness for 1,671 people through housing stabilization services, case management, and financial assistance.

Relevant Experience
Interfaith has served seniors since its inception and formalized its Senior Services Program in 2002. Interfaith is uniquely positioned to administer the STABLE program and achieve the City of Vista's goals for senior housing stability. For more than 25 years, Interfaith has provided specialized services for older adults designed to improve health, safety, independence, and housing stability. Last fiscal year, Interfaith served 4,370 seniors across agency programs.

Interfaith understands that older adults often face a combination of housing cost burden, fixed incomes, chronic health conditions, disabilities, and social isolation that can place housing at risk. Through person- centered case management, benefits navigation, housing stabilization services, landlord engagement, and resource coordination, Interfaith helps seniors remain safely housed and connected to community supports.

Interfaith is a trusted partner with the County of San Diego Aging & Independence Services to administer programs for North County seniors including Project CARE (Case Management), Minor Home Repair, and Home Safe (housing stabilization for seniors involved with Adult Protective Services).

Interfaith also has extensive experience administering housing stabilization and financial assistance programs funded through federal, state, county, and local government sources. Last fiscal year, Interfaith distributed more than $634,000 in rental assistance and successfully managed multiple homelessness prevention programs serving households at risk of displacement. This includes administration of senior-focused housing stabilization programs, County and municipal CDBG-funded homelessness prevention projects, and 108/11/2026 D1 39 of 132

emergency rental assistance initiatives that have collectively helped hundreds of households avoid homelessness.

Key Staff
Day-to-day implementation of the STABLE program will be led by Director of Inland and Coastal Services Jazmin Oregon, Program Manager Gersain Medina, and Senior Services Case Manager Leslye Alamillo.

Together, they bring extensive experience in senior services, housing stabilization, case management, benefits navigation, and homelessness prevention.

Executive leadership, fiscal oversight, and contract compliance support will be provided by Interfaith’s senior leadership team, including Chief Executive Officer Greg Anglea, Chief Operating Officer Filipa Rios, Chief Financial Officer Robert Coull, and Deputy Chief Program Officer Lauren Varner.

Insurance Compliance
Interfaith acknowledges and agrees to comply with all insurance requirements set forth in the RFP and any resulting agreement with the City of Vista. Interfaith will procure and maintain all required insurance coverages at or above the specified limits for the duration of the contract, including Commercial General Liability, Automobile Liability, Workers’ Compensation and Employers’ Liability, and Professional Liability coverage, as applicable.

Interfaith will provide all required certificates of insurance, endorsements, additional insured provisions, waivers of subrogation, and related documentation in accordance with contract requirements. As proposed, Interfaith does not anticipate utilizing subcontractors for the STABLE program.

Commitment to City’s Contract Requirements
Interfaith acknowledges and accepts the requirements set forth in the RFP and resulting final contract and is committed to full compliance with all applicable contractual terms, conditions, performance standards, reporting obligations, and administrative requirements.

Interfaith has the organizational capacity, experienced staff, financial systems, quality assurance processes, and community partnerships necessary to successfully implement the STABLE program and achieve the City’s objectives for improving housing stability among vulnerable seniors in Vista.

Thank you for your consideration of our proposal. We would be honored to partner with the City of Vista on this important initiative and look forward to the opportunity to support seniors in maintaining safe, stable housing and improved quality of life

Sincerely,

Greg Anglea
Chief Executive Officer
Interfaith Community Services
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I. Approach
Interfaith Community Services (Interfaith) proposes to administer the Vista Senior Tenant Assistance for Balanced Living & Expenses (STABLE) Program. The program model is designed to achieve the City’s stated goals for the pilot project and support vulnerable seniors experiencing severe housing cost burden and ﬁnancial instability. Core program components will include: 1) individualized housing-focused stabilization services, 2) linkage to community resources, and 3) targeted ﬁnancial assistance.

Experience and Approach
Interfaith is uniquely positioned to implement this pilot program and achieve the City of Vista's goals for senior housing stability. As one of North San Diego County's leading providers of housing, homelessness, and senior services, Interfaith brings the infrastructure, expertise, and community partnerships necessary for successful program implementation. Referral networks, qualiﬁed staﬃng, policies and procedures, data management systems, ﬁscal oversight, and resource partnerships are all in place for implementation.

For more than 25 years, Interfaith has provided services designed to improve the health and quality of life of older adults through collaboration with local businesses, faith communities, government agencies, and community partners. Last ﬁscal year, Interfaith served 4,370 seniors across agency programs.

Interfaith is acutely aware of the growing risks of housing stability faced by older adults. Rising rents, ﬁxed incomes, chronic health conditions, disabilities, social isolation, and limited access to resources can create signiﬁcant barriers to maintaining housing. To address these challenges, Interfaith will utilize evidence- based practices for older adults, including person-centered care, age-friendly service delivery, and individualized housing stabilization planning.

Interfaith's program model is built on the understanding that each senior's circumstances, strengths, and goals are unique. Consistent with recommendations identiﬁed in the National Plan on Aging, services will be tailored to help participants direct their own care and make informed decisions that support both housing stability and quality of life.

Interfaith also understands that eﬀectively serving older adults requires specialized knowledge and sensitivity. Developing appropriate service plans is often complicated by the interaction of chronic physical health conditions, behavioral health challenges, substance use disorders, cognitive impairments, and the natural changes associated with aging. Some older adults may be reluctant to seek assistance due to concerns about losing their independence or control of their ﬁnances. Hearing loss, vision impairment, and cognitive decline can further complicate access to services and beneﬁts.

To address these barriers, Interfaith's senior-serving staﬀ are trained in trauma-informed, evidence-based, and age-friendly practices and possess experience navigating public beneﬁts, housing resources, healthcare systems, and supportive services. Staﬀ understand how to provide appropriate accommodations, build trust with older adults, and support seniors in accessing the resources necessary to remain safely and stably housed.

Outreach
Interfaith will leverage its broad network of internal programs and community partnerships to identify and engage eligible Vista seniors. Outreach activities will include posting program information on Interfaith's website and social media platforms, distributing bilingual (English/Spanish) outreach materials, sharing referral information with agency staﬀ, and conducting presentations at community meetings, senior- serving organizations, and other community-based venues throughout Vista. 308/11/2026 D1 41 of 132

Eligible seniors may learn about and access the program through multiple referral pathways, including:
• Walk-in services at Interfaith's Escondido and Carlsbad service centers • Phone inquiries screened by Interfaith's frontline administration team • Online inquiries submitted through Interfaith's website • Internal referrals from Interfaith staﬀ and case managers • Referrals from partner agencies and senior-serving organizations • Referrals through San Diego 2-1-1

Application Process
Interfaith will develop a standardized STABLE Program application/interest form. This will be a weblink accessible on the agency website, and seniors may also request an application via phone or email. A ﬁllable PDF referral form will be available to internal and external staﬀ/professionals who are assisting a senior with an application. Applications will be accepted during four designated application periods throughout the pilot program.

Upon receipt, applications will be reviewed by the Case Manager (CM) to determine whether minimum eligibility requirements appear to be met. A preliminary phone screening will be conducted to verify basic eligibility and identify any missing documentation.

As an application period closes, applicants screened as eligible will advance to the full assessment process, with consideration taken for available caseload, ﬁnancial resources, and prioritization. Applicants who do not meet program requirements will be referred, when appropriate, to alternative housing stabilization and supportive services available through Interfaith or community partners.

Intake and Eligibility
Applicants advancing beyond the preliminary screening will be contacted by a Case Manager to complete an initial intake. Intake meetings may be conducted at Interfaith's Inland or Carlsbad Service Centers, by telephone, through video conference, or in the applicant's home when necessary.

The Case Manager will gather standard Intake forms including but not limited to:
• Demographic Intake Form
• Consent for Services
• Proof of Income / Attestation
• Release of Liability

The CM will also verify eligibility and aﬃrm any remaining documentation in accordance with City requirements, including:

Residency and Tenancy Veriﬁcation
Documentation will be collected to conﬁrm the applicant resides in a rental unit within Vista city limits, has legal tenancy or is the leaseholder, and is not receiving ongoing rental assistance through another program. This may include copies of identiﬁcation, lease, and/or rental agreement.

Senior and Disability Status Veriﬁcation
Interfaith will verify that the applicant is age 65 or older and has a qualifying disability. Consistent with the Americans with Disabilities Act (ADA), a disability is deﬁned as a physical or mental impairment that 408/11/2026 D1 42 of 132

substantially limits one or more major life activities. Documentation may include a physician certiﬁcation, proof of SSI/SSDI beneﬁts, medical records, disability-related service documentation, or veriﬁcation from a licensed healthcare provider.

Income and Financial Eligibility
Interfaith will review income, asset, and housing expense documentation to verify that:
• Household income is at or below 30% of Area Median Income (AMI); • Housing costs exceed 60% of gross household income;
• Post-subsidy housing costs will not exceed 80% of household income; and • Countable household assets do not exceed $2,000 for an individual or $3,000 for a couple.

To determine household assets, Interfaith will utilize the Supplemental Security Income (SSI) methodology for evaluating "countable resources," which includes assets that are both owned by and available to the applicant for support and maintenance. Countable assets may include cash on hand, checking and savings accounts, certiﬁcates of deposit, stocks, bonds, mutual funds, and trust assets available to the applicant.

Ongoing monthly Social Security or retirement income deposits will not be considered assets.

Consistent with SSI resource guidelines, certain assets will be excluded from consideration, including one vehicle used for transportation, household goods and personal belongings, burial plots, limited burial funds, and qualifying life insurance policies. Documentation may include recent bank statements, investment account statements, vehicle registration, and other ﬁnancial records. When documentation is unavailable or limited, a signed self-attestation may be accepted.

Priority Status
Eligible applicants will also be screened for priority status. Preference will be given to households currently on a Housing Choice Voucher or other publicly funded rental assistance waitlist due to their elevated risk of housing instability and limited ﬁnancial alternatives.

Assessment
The Case Manager will complete an in-person assessment with each client to gather detailed information on the senior client. The assessment typically occurs on the ﬁrst or second meeting with the client and may be completed in one visit or over several interactions with the client.

Components of the assessment will include:
• Biopsychosocial assessment – housing and employment history, physical and mental conditions, income and ﬁnancial history and support system information • Self Suﬃciency Matrix – a standardized tool to measure a client's ability to live independently • Home visit / Safety Assessment - Case manager will build rapport and request a home visit with client to allow ease of service and to assess safety and security in the home. • Housing Vulnerability Risk Assessment– e.g. rent burden, income volatility, past eviction, landlord/tenancy issues, safety concerns, other barriers • Health Assessments (as needed or indicated)– e.g. PHQ-9, DAST, AUDIT

Using the self-suﬃciency matrix, biopsychosocial and other assessment information, the Case Manager will collaboratively complete an individualized care plan with client to address needs and create Speciﬁc, Measurable, Attainable, Realistic and Timely (SMART) goals to decrease isolation and increase long term stability in the home (see Case Management).
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Case Management
The foundation of the STABLE program will be person-centered case management. Upon enrollment, the Case Manager (CM) and the client will develop an Individual Service Plan (ISP) that identiﬁes housing stabilization goals, needed services, timelines, and expected frequency of contact. The ISP will be tailored to each participant's unique circumstances, strengths, and barriers and housing vulnerability.

Service intensity is anticipated to follow a multi-phased engagement model based on individual participant needs:

Stabilization Phase
Once the ISP is in place, the case manager will ensure ongoing weekly case management appointments are set to meet goals and the needs of clients.
• Appointments will be conducted via home visits, phone conversations, and/or oﬃce visits. • CM and client will discuss care plan, SMART goals, determine any next steps deemed necessary and identify who will be responsible for each step.
• Financial assistance / shallow subsidy plan will be developed, approved, and initiated. • CM will document any additional or new goals that arise out of client’s situation. • CM will document contact and progress toward goals.

Client education, skill-building, referral to resources, and system navigation will all be an active part of the case management process. Interfaith will leverage more than 70 internal programs and an extensive network of community partners to address the factors contributing to housing instability. Through a care coordination approach, the Case Manager will provide warm handoﬀs, obtain appropriate releases of information, system navigation support, and follow up to ensure successful connection to services. (see further detail in Housing Stabilization Services section)

Monitoring Phase
As the client stabilizes, The Case Manager reviews the client's situation at least monthly to evaluate:
• Current rent burden.
• Changes in income or beneﬁts.
• Housing payment history.
• Progress toward stabilization goals.
• Health or disability-related changes.
• Availability of family or community supports.

Transitioning / Stepdown Phase
Once the client demonstrates improved stability, the subsidy may be gradually reduced rather than ending abruptly. During tapering, the Case Manager continues budget coaching, beneﬁts retention/recertiﬁcation support, landlord communication, resource connection, and monitoring for emerging risks.

Program Exit / Follow-up
Prior to program exit, the Case Manager will conﬁrm that housing costs are sustainable, beneﬁts and supports are in place, and the participant has achieved suﬃcient progress toward their housing stabilization goals. Seniors will be enrolled in follow-up for up to 6 months, with assessments completed at 3-months and 6-months post exit.

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Housing Stabilization Services
Housing stabilization services will focus primarily on helping seniors remain safely housed and avoid eviction or displacement. The Case Manager (CM) will identify the factors contributing to housing instability and develop strategies to preserve tenancy and improve long-term ﬁnancial stability.

Primary stabilization supports will include housing stability assessments, household budgeting, ﬁnancial education, beneﬁts screening and enrollment, income maximization, landlord engagement, and individualized problem-solving. The CM will work closely with clients to evaluate household income and expenses, identify opportunities to reduce ﬁnancial strain, and connect them to public beneﬁts and community resources that can increase disposable income and support housing retention. Interfaith will provide hands-on assistance navigating complex systems, completing applications, gathering documentation, maintaining beneﬁts, and accessing services that support housing stability.

Resource connections may include beneﬁts enrollment and advocacy (CalFresh, SSI/SSDI, VA beneﬁts, CARE utility assistance, and Housing Disability Advocacy Program); healthcare and supportive services (Vista Community Clinic, TrueCare, PACE programs, In-Home Supportive Services, CalAIM Enhanced Case Management, and behavioral health services); nutrition resources (food assistance programs and emergency food distributions); legal services related to landlord-tenant issues and elder law; ﬁnancial empowerment services such as free tax preparation, ﬁnancial counseling, and credit repair; and senior- serving programs including caregiver supports, Project CARE, Home Safe, and other community-based services.

The Case Manager will also provide advocacy and mediation with landlords and property managers when appropriate to address lease compliance issues, payment concerns, communication barriers, or other challenges that may place housing at risk. Through ongoing monitoring and support, the CM will help clients address emerging issues before they escalate into housing crises.

When appropriate, the Case Manager may conduct a home safety assessment and connect clients to Interfaith's Minor Home Modiﬁcations Program to improve accessibility, safety, and independent living.

Relocation assistance and housing search support will be provided when maintaining the client's current housing is not feasible or appropriate. Clients requiring services beyond the scope of the program will be connected to more intensive interventions, including crisis response and emergency housing resources.

Administration of Financial Assistance
Flexible ﬁnancial assistance and shallow rental subsidies will be used to address housing crises and support long-term housing stability. Assistance may include rental assistance, utility assistance, security deposits, housing application fees, moving expenses, temporary shelter, transportation, cleaning services, credit repair assistance, and other housing-related expenses that present barriers to stability. The amount and duration of assistance will be determined through an individualized housing stabilization assessment and documented in the client's ISP.

Rental subsidy amounts will align with City guidelines ($250, $500, $750, or $1,000 per month) and will be calibrated to provide the minimum assistance necessary to achieve housing stability. The amount and duration of shallow rental subsidies will be individualized and tied to each client's housing stabilization plan. Factors considered will include household income and expenses, housing cost burden, risk of eviction or homelessness, medical and disability-related vulnerabilities, available supports, and the client's path toward stabilization. Financial assistance is intended as a targeted intervention rather than an ongoing entitlement.
708/11/2026 D1 45 of 132

As clients achieve greater ﬁnancial stability through increased beneﬁts, improved budgeting, reduced expenses, or other stabilization strategies, the Case Manager will develop a transition plan to gradually reduce subsidy levels. Assistance may be tapered over time through a step-down approach, allowing clients to adjust incrementally while maintaining housing stability. Subsidy reductions and program exits will be based on demonstrated readiness and individualized assessment rather than predetermined timelines.

All ﬁnancial assistance payments will be made directly to veriﬁed third parties, such as landlords, property managers, or utility providers. Requests will be reviewed and approved by program and ﬁscal staﬀ prior to disbursement. Interfaith's Accounting Department will maintain comprehensive records of all expenditures within Blackbaud Financial Edge NXT (FENXT), ensuring full accountability, audit readiness, and compliance with City requirements.

Methods for Data Collection, Tranche Analysis, and Outcome Tracking Interfaith will track client information through its Eﬀorts to Outcomes (ETO) internal database, a secure web-based system that captures comprehensive client data, including demographics (e.g., race, gender, education level), income sources, utilization of medical and behavioral health systems, and connections to other service providers.

Staﬀ will maintain both electronic records in ETO and corresponding hard copy ﬁles. At a minimum, client ﬁles include demographic information, copies of identiﬁcation (e.g., birth certiﬁcate, driver’s license), proof of income, other eligibility documentation, privacy notices, program agreements, releases of information, household budget, goals, assessments, case notes, and supporting documentation. For clients receiving ﬁnancial assistance, documentation additionally includes veriﬁcation of the need, bank statements if available, and required funding-related materials such as copies of lease agreements, landlord agreement and a W-9.

The CM will be responsible for ensuring that all documentation is complete, accurate, and up to date, with oversight from the Program Manager. Client interactions, case notes, and supporting documentation are entered into ETO and maintained in hard ﬁles within three business days of each interaction, ensuring timely record-keeping and documentation of progress towards goals.

Interfaith will also enter client data into the San Diego Countywide Homeless Management Information System (HMIS) system, when applicable.

Interfaith has the capacity to generate both standard and customized data reports from ETO and HMIS, enabling ongoing analysis of participant outcomes, tranche-level performance, and progress toward project goals while informing continuous program improvement and supporting the success and evaluation of this pilot initiative.

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II. Staﬃng

Staﬀ Roles, Qualiﬁcations, and Level of Eﬀort
The STABLE program will be supported through a combination of highly experienced grant-funded staﬀ and leveraged positions to ensure eﬀective implementation, oversight, compliance, and service delivery.

Primary staﬀ for the STABLE program will include:

Jazmin Oregon (bilingual, Spanish and English), Director of Inland and Coastal Services, is a member of the senior leadership team and will oversee STABLE program implementation. Jazmin directs a suite of supportive programs addressing basic needs, case management, family self-suﬃciency, legal and tax assistance, senior services, and homelessness prevention. Oregon joined Interfaith in June 2015 and has moved through positions of increasing responsibility. She was promoted to the role of Director of Inland and Coastal Services in August 2025. Oregon has a BA in Human Development from California State University San Marcos and is currently earning her MSW. • Level of Eﬀort: Leveraged position, approximately .025 FTE

Gersain Medina (bilingual, Spanish and English), Program Manager, oversees Senior Services at Interfaith including programs for seniors funded by the Gary and Mary West Foundation and the County of San Diego Aging & Independence Services. Medina joined Interfaith in 2016 and has served as a Housing Specialist and Site Supervisor. He was promoted to the role of Program Manager in 2022. Medina has a B.A. in Psychology from California State University San Marcos. • Level of Eﬀort: Grant Funded 0.2 FTE Year 1 / 0.1 FTE Option Year 2

Leslye Alamillo (bilingual, Spanish and English), Senior Services Case Manager will provide direct services case management of clients in the STABLE program. She will conduct assessments, develop care plans, and provide ongoing services to address housing stabilization and/or issues living independently. Alamillo has a background as a Claims Specialist and Social Worker.
• Level of Eﬀort: Grant Funded 0.6 FTE Year 1 / 0.3 FTE Option Year 2

Financial and Payment Management System (PMS) duties for the program will be performed by Controller Nima Patel Jariwala, who has been with Interfaith for 12 years and has a 15-year ﬁnance career with nonproﬁts.
• Level of Eﬀort: Leveraged position, approximately .025 FTE

Contract monitoring, quality improvement, and compliance will be supported by Menekse Simpao, Quality Assurance and Compliance Specialist. Simpao supports a portfolio of Interfaith programs including senior services in developing policy and procedures, monitoring adherence to requirements, internal ﬁle reviews to inform program improvement, and supporting data collection and reporting. • Level of Eﬀort: Leveraged position, approximately .025 FTE

Board of Directors List
See enclosed Board of Directors list.

Resumes of Key Personnel
See enclosed resumes for Jazmin Oregon, Gersain Medina, and Leslie Alamillo.

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BOARD OF DIRECTORS Updated May 2026
Board Chair
Executive Committee Chair
Governance 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 Board Vice Chair
Investment Committee Chair
Trevin Epps
Wealth Advisor (CWS)
Perigon Wealth Management 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 Immediate Past Chair
Personnel Committee Chair
Dr. Kadri Webb, Pastor
Pastor, St. John Missionary Baptist Church University of Maryland, Baltimore County Samuel DeWitt Proctor School of Theology at Virginia Union University Treasurer
Finance Committee Chair
Javier Lara
Global Operations & Supply Chain Executive,
ViaSat University of Phoenix
Secretary
Col. Carlos Jackson
Active Duty, USMC 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
Programs Committee Chair
Carol J. Brooks
Associate Minister,
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
Audit Committee Chair
Rev. Margaret Decker
Retired Pastor, Trinity Episcopal Church, Escondido Escondido Faith Leaders’ Council University of Nevada 1008/11/2026 D1 48 of 132

Interfaith Community Services Board of Directors
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 Member
Silas Harrington, J.D., LL.M.

Attorney, Law Offices of Silas Harrington Community Lutheran Church in Escondido University of Washington, School of Law Member
Yusef Miller
Retired Navy
Community Health Worker (CHW) for
The Multicultural Health Foundation
Founder of Mosques 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 Musullah) County Covid19 Awareness Rep for the African American Community, Interfaith Community Services Member
Board Volunteer Coordinator
Meileena Bautista
Business Owner,
Daydream Here Foothill College Founder of Humanitote Homeless Advocate, Interfaith Community Services 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
Erick Carbajal
Senior Vice President, Cultura San Diego Key member of Cultura leadership Board member of CREW San Diego (2022–2024) Mentor with Promises2Kids for LGBTQ youth Project Management Certified Member
Dr. Ronald Ramirez
Dean of the College of Business Administration,
California State University, San Marcos University of California, Irvine USC Marshall School of Business California State University, Fresno 1108/11/2026 D1 49 of 132

Interfaith Community Services Staff Resume
Jazmin Oregon, Director of Inland and Coastal Services

PROFESSIONAL EXPERIENCE
Interfaith Community Services
Director of Inland & Coastal Services 2025 – Present •Oversight of the Inland Service Center: Nutrition Center & Food Pantry, Homelessness Prevention, Prioritized Populations Program, Senior Services, and Basic Needs/Supportive Services •Oversight of the Carlsbad Service Center: Supportive Services of the North County coastal areas •Supervision of 4 Program Managers and 1 Site Supervisor with a total staff of 29 employees •Oversight of a budget in excess of $6.5 million
•Assist and monitor 18 program grants which include Federal, State, County, and Private donor funds •Assist in the grant writing process and program analysis •Certified Acceptance Agent responsibilities for the Volunteer Income Tax Assistance (VITA) Program Director of Inland Services 2022 – 2025
•Oversight of Food & Nutrition, Homeless Prevention, Re-Entry Services, Senior Services, and Social Services •Supervision of 5 Program Managers with a total staff of over 25 employees •Oversight of a budget in excess of $4 million
•Assist and monitor over 8 program grants which include Federal, State, County, and Private donor funds •Assist in the grant writing process and program analysis •Certified Acceptance Agent responsibilities for the Volunteer Income Tax Assistance (VITA) Program Program Manager, Inland Social Services 2018 – 2022 •Supervise multiple program site locations in Escondido, Oceanside, Poway, and San Marcos •Supervise program outreach, enrollment, placement, and training •Ensure that all projected goals are met for all programs •Conduct meetings and internal trainings to ensure program compliance and to enhance staff skills •Establish connections with appropriate private and public agencies •Coordinate and provide support to interns and volunteers, including resource dissemination •Provide direct service to clients: triage, assessment, and advocacy •Monitor client activity and overall program progress
•Work closely with departments agency-wide to best meet the needs of clients •Provide monthly/quarterly/annual reports as scheduled to contract administrators and the Director Volunteer Income Tax Assistance (VITA) Site Supervisor 2017 – 2018 •Provided assistance with grant writing for the VITA proposal •Oversee over 10 volunteers and 5 sites in Escondido, San Marcos and Oceanside •Partnered with City of Oceanside to expand sites to all 3 community resource centers •Created and updated policies and procedures for Supportive Service department •Assisted in creation of mock files and training materials for the Communities in Action grant •Oversee Front Desk reception, assisted with implementation of a Customer First policy •Provided assistance with Spanish interpretation and translation for agency flyers •Provided crisis intervention, as needed

EDUCATION, SKILLS, & CERTIFICATIONS
California State University, San Marcos
•Bachelor of Arts, Human Development 2011 – 2014 Language Skills
•Bilingual: English/Spanish
IRS VITA - Certified Acceptance Agent
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Interfaith Community Services

Gersain Medina, Program Manager

PROFESSIONAL EXPERIENCE
Interfaith Community Services - Escondido, CA
Program Manager November 2023 - Present • Create and update policies and procedures for 3 programs serving senior and justice-impacted individuals • Maintain compliance with grant requirements and expenditures • Hire and train new staff and interns; provide support to established staff • Review database information and physical files for completeness • Hold team meetings to go over client cases, technical difficulties, and grant outcome progress • Complete grant reports and respond to State and County inquiries • Work with the San Diego County Public Defender’s Office to clear client fines • Build professional relationships with outside organizations to increase client enrollment

Shelter and Emergency Housing Program Manager 2022 - 2023 • Responsible for all Haven House Shelter inquiries
• Maintained accurate spreadsheets, submitted billing and reports before deadline • Audited files and databases to maintain grant compliance • Facilitated case conferencing meetings
• Discussed client issues with case managers to develop creative solutions • Coordinated outreach efforts with in-house departments and San Diego County agencies

Site Supervisor – Shelters 2020 - 2022 • Screened Clients for Haven House Shelter eligibility while implementing Housing First, Low-barrier Models • Completed shelter intakes and reviewed documentation for completeness prior to assigning to Case Manager • Ensured Clients were enrolled in two databases with all pertinent information and all required permissions • Facilitated cooperation between case management and operations teams to allow for client success • Supervised operations of behavioral health shelters and 2 Resident Coordinators • Created policies to implement during the COVID-19 pandemic to ensure client and staff safety

Housing Specialist 2017 - 2020 • Implemented Housing First, Critical Time Intervention, Motivational Interviewing, Trauma-informed and Strengths-Based Theories when interacting with clients
• Worked within Coordinated Entry System to house individuals/families who were experiencing homelessness • Assisted clients in development of strength-based/solutions-focused individualized service plans • Addressed clients’ housing barriers, housing searches and application submissions • Advocated with landlords on clients’ behalf
• Ensured all necessary intake documents, move-in paperwork and case notes were completed • Provided proactive follow-up home visits to ensure progress toward self-sufficiency

Haven House Emergency Shelter Intake Specialist 2016 - 2017 • Created policies and procedures for Intake Specialist position • Assessed clients with entry to emergency shelter and provided community resources • Ensured all legal/organizational documents were signed and filed accordingly • Kept detailed records of client calls, interest list, screenings, intakes, and open/filled beds • Communicated with case managers, shelter staff, and program manager to track client progress

EDUCATION & SKILLS

California State University, San Marcos – San Marcos, CA 2016 • Bachelor of Arts, Psychology (Minor in Spanish)

Language Skills
• Bilingual: English/Spanish – Oral and written communication 1308/11/2026 D1 51 of 132

Interfaith Community Services Staff Resume

Leslye Alamillo, Case Manager I

PROFESSIONAL EXPERIENCE
Interfaith Community Services May 2026 - Present
Case Manager I
• Conduct comprehensive client assessments to identify needs, strengths, barriers, and eligibility for services • Develop, implement, and regularly update individualized service or client care plans • Coordinate and facilitate access to appropriate community resources, benefits, and support services • Provide ongoing case monitoring, follow-up, and support to ensure progress toward established goals • Engage in frequent client contact through scheduled/unscheduled visits and/or telephonic support • Advocate for clients to ensure equitable access to services and to address systemic or individual barriers • Maintain accurate, timely, and confidential case documentation in compliance with all requirements • Collaborate with internal staff, external service providers, and community partners to deliver coordinated care • Provide crisis intervention and referrals when clients experience urgent or emergent needs • Educate clients on available resources, rights, and responsibilities to promote informed decision-making • Participate in team meetings, case conferences, supervision, and required trainings • Comply with all ethical standards, confidentiality laws (e.g., HIPAA, as applicable), and agency policies • Meet productivity, documentation, and performance expectations established by the organization

Laura M. Wilson & Associates 2025 - 2026
Claims Specialist
• Processed workers compensation claims
• Vocational counseling and support
• Performed 30-40 daily outbound phone calls to insurance companies, law offices & training facilities • Bilingual Case Manager for Spanish speaking clients
• Expert use of Microsoft Excel and Word, Adobe Acrobat, and LDS programming

County of Santa Barbara 2019 - 2022
Social Worker
• Managed 30+ clients per month
• Maintained accurate records and met all reporting deadlines • Coordinated services between clients, families, and healthcare providers, while maintaining confidentiality • Developed/implemented care plans, authorized social services, and ensured compliance with all requirements • Conducted assessments with clients in Adult Protective Services and In Home Supportive Services • Traveled throughout the County of Santa Barbara to conduct 1-on-1 home visits

Cal Amp 2016 - 2017
HR Assistant

Max Studio 2015 - 2016
Assistant Manager

Regency Theatres 2010 - 2015
Assistant Manager/HR Manager

EDUCATION & SKILLS

Ventura Community College
• Associate of Arts, Behavioral Sciences

Language Skills
• Bilingual: English/Spanish

1408/11/2026 D1 52 of 132

III. Outcomes and Evaluation

Projected households served
Interfaith estimates serving 40-50 households through the pilot project. For the purpose of budgeting and planning, Interfaith based its projections on enrolling 10 households in each of four tranches (40 total), and households receiving an average of $750/month in ﬁnancial assistance for 12 months. In practice, each household will be unique and the amount and duration will vary. The estimate also considers caseload ratios for the Case Manager across the project term.

Anticipated stabilization outcomes
• 100% of enrolled seniors will have a housing-focused Individual Service Plan within 30 days of STABLE enrollment
• 90% of total enrolled Households are stably housed at program exit. • 70% of total enrolled Households will be connected to a beneﬁts program and/or other stabilization support (ex. Utility assistance program, food assistance program)

Housing retention goals
• 90% of Households will retain current housing or ﬁnd other stable housing placements during STABLE program (no eviction, days unsheltered, or emergency shelter). • 80% of Households will retain housing 6 months after program exit.

Client Satisfaction and Well-Being goals
• 90% of enrolled clients will be engaged for a minimum of 6 months of services. • At least 80% of participants will report they were satisﬁed or very satisﬁed with services received.
• At least 80% of participants will report being better connected to community resources.

Methods for evaluating program effectiveness and informing future tranches

Quality Assurance and Compliance
Interfaith maintains a comprehensive quality assurance and compliance framework to monitor program- level fidelity. Interfaith’s Quality Assurance & Compliance (QAC) team works with staff to incorporate language and instruction on best practices into written Policies & Procedures. The QAC team conducts ongoing file reviews, data validation, and documentation audits. These reviews assess adherence to service models and funder requirements, accuracy and timeliness of documentation, and consistency with training and best practices. Findings are shared with program managers and supervisors to support continuous improvement and targeted staff coaching

Customer Satisfaction Survey
Interfaith will conduct a customer satisfaction survey when clients exit the STABLE program to assess how well we have met their needs. The survey instrument is utilized in Interfaith’s senior service programs and can be adapted for the STABLE program, as needed. The Program Manager will compile survey results and discuss them with the Senior Services team as a tool for program improvement.

Informing Future Tranches
Following the completion of each STABLE application tranche, Interfaith will conduct an analysis of client, application, ﬁnancial assistance, and outcome data to identify emerging needs, service gaps, and 1508/11/2026 D1 53 of 132

implementation challenges. Consistent with City requirements, tranche-level analysis will include application volume and approval rates, reasons for denials, demographic and income trends, rent burden and ﬁnancial vulnerability, utilization of stabilization services, housing retention outcomes, ﬁnancial assistance utilization, and referrals to higher-intensity supports.

Findings will be reviewed after each tranche period and incorporated into written recommendations to the City regarding potential reﬁnements to eligibility criteria, prioritization factors, outreach and engagement strategies, case management approaches, subsidy levels or duration, and program policies and procedures to strengthen client stabilization outcomes and equitable access in subsequent tranches.

1608/11/2026 D1 54 of 132

IV. Budget - Detailed 12-month budget including staﬃng, administrative costs, and projected direct assistance. Administrative and staﬃng costs shall not exceed 20% of the total budget.

Budget Narrative
Interfaith Community Services has prepared a 24-month project budget structured as an Initial 12-Month Period (Year 1) and an Option Year (Year 2). This two-year framework is essential to accurately conveying the program's successive cohort enrollment periods and the extended shallow subsidy support that may be applied to participating households — including those whose subsidy spans both budget years.

Financial Assistance. Direct ﬁnancial assistance totals $180,000 in Year 1 and $180,000 in Year 2, for a 24- month total of $360,000. Assistance is budgeted at an average of $750 per household per month for 12 months across four rolling enrollment cohorts of approximately 10 households each--actual amounts and subsidy length will vary by individual. Each cohort's 12-month subsidy period is reﬂected in the monthly detail, illustrating how cohorts initiated in Year 1 may carry into Year 2. Financial assistance is treated as a direct pass-through and is excluded from the indirect cost base.

Staﬃng. Program staﬃng consists of a Program Manager (0.20 FTE, Year 1; 0.10 FTE, Year 2) and a Case Manager (0.60 FTE, Year 1; 0.30 FTE, Year 2), with FTE levels reduced in Year 2 to reﬂect the lighter enrollment and onboarding demands of the option period. Beneﬁts are calculated at 30% of salaries. Total personnel costs are $66,300 in Year 1 and $34,145 in Year 2.

Other Direct Costs. Direct program costs in both years include mileage reimbursement ($1,800), cell phone ($480), supplies ($500), case management software license/ETO ($325), and occupancy ($4,400), with an additional operating contingency of $3,157 in Year 1 and $3,000 in Year 2 — totaling $10,662 (Year 1) and $10,505 (Year 2).

Indirect Costs. Indirect costs are calculated at Interfaith's federally negotiated indirect cost rate agreement (NICRA) of 15.12%, applied to personnel and other direct costs, excluding direct ﬁnancial assistance. This produces indirect charges of $11,637 in Year 1 and $6,751 in Year 2.

Staﬃng and Administrative Rate. Combined personnel and indirect costs represent approximately 22.9% of the total Year 1 budget. Interfaith carefully reviewed staﬃng levels and reduced FTE allocations to the lowest amounts sustainable for responsible caseload management in order to approach the City's suggested 20% guideline as closely as possible. The agency's approved NICRA of 15.12% is applied to personnel and direct costs, but ﬁnancial assistance funds were excluded from the indirect cost base.

See enclosed 24-Month Budget Summary, Initial Year (Year 1), and Option Year (Year 2) budget detail sheets.

1708/11/2026 D1 55 of 132

City of Vista - STABLE RFP - BUDGET SUMMARY
Personnel Total Yr 1 Total Yr 2 24-Month Total
Program Manager 16,800$ 8,652$ 25,452$
Case Manager 34,200$ 17,613$ 51,813$
Benefits 15,300$ 7,880$ 23,180$
Total Personnel 66,300$ 34,145$ 100,445$
Financial Assistance/Subsidy*
Cohort 1 - Avg 10 HH x $750/mo x 12 months 67,500$ 22,500$ 90,000$ Cohort 2 - Avg 10 HH x $750/mo x 12 months 52,500$ 37,500$ 90,000$ Cohort 3 - Avg 10 HH x $750/mo x 12 months 37,500$ 52,500$ 90,000$ Cohort 4 - Avg 10 HH x $750/mo x 12 months 22,500$ 67,500$ 90,000$ Total Financial Assistance 180,000$ 180,000$ 360,000$ *actual household subsidy amounts and times will vary
Other Program Costs
Mileage 1,800$ 1,800$ 3,600$
Phone 480$ 480$ 960$
Supplies 500$ 500$ 1,000$
Licenses 325$ 325$ 650$
Occupancy 4,400$ 4,400$ 8,800$
Other Expenses 3,157$ 3,000$ 6,157$
Total Program Costs 10,662$ 10,505$ 21,167$ Total Direct Costs (excludes Financial Assistance): 76,962$ 44,650$ 121,612$ Indirect @ NICRA 15.12%11,637$ 6,751$ 18,388$ TOTAL 268,599$ 231,401$ 500,000$
% of Total Expenses to Staffing + Admin/Indirect 23.77% 1808/11/2026 D1 56 of 132

City of Vista - STABLE RFP - Initial Year 1 Detail
Personnel Salary FTE/% Sept Oct Nov Dec Jan Feb Mar Apr May June July Aug Total Yr 1 Program Manager 84,000$ 0.20 1,400$ 1,400$ 1,400$ 1,400$ 1,400$ 1,400$ 1,400$ 1,400$ 1,400$ 1,400$ 1,400$ 1,400$ 16,800$ Case Manager 57,000$ 0.60 2,850$ 2,850$ 2,850$ 2,850$ 2,850$ 2,850$ 2,850$ 2,850$ 2,850$ 2,850$ 2,850$ 2,850$ 34,200$ Benefits 30% 1,275$ 1,275$ 1,275$ 1,275$ 1,275$ 1,275$ 1,275$ 1,275$ 1,275$ 1,275$ 1,275$ 1,275$ 15,300$ Total Personnel 5,525$ 5,525$ 5,525$ 5,525$ 5,525$ 5,525$ 5,525$ 5,525$ 5,525$ 5,525$ 5,525$ 5,525$ 66,300$ Financial Assistance/Subsidy*
Cohort 1 - Avg 10 HH x $750/mo x 12 months 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 67,500$ Cohort 2 - Avg 10 HH x $750/mo x 12 months 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 52,500$ Cohort 3 - Avg 10 HH x $750/mo x 12 months 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 37,500$ Cohort 4 - Avg 10 HH x $750/mo x 12 months 7,500$ 7,500$ 7,500$ 22,500$ Total Financial Assistance -$ -$ -$ 7,500$ 7,500$ 15,000$ 15,000$ 22,500$ 22,500$ 30,000$ 30,000$ 30,000$ 180,000$ *actual household subsidy amounts and times will vary
Other Program Costs
Mileage 150$ 150$ 150$ 150$ 150$ 150$ 150$ 150$ 150$ 150$ 150$ 150$ 1,800$ Phone 40$ 40$ 40$ 40$ 40$ 40$ 40$ 40$ 40$ 40$ 40$ 40$ 480$ Supplies 42$ 42$ 42$ 42$ 42$ 42$ 42$ 42$ 42$ 42$ 42$ 42$ 500$ Licenses 27$ 27$ 27$ 27$ 27$ 27$ 27$ 27$ 27$ 27$ 27$ 27$ 325$ Occupancy 367$ 367$ 367$ 367$ 367$ 367$ 367$ 367$ 367$ 367$ 367$ 367$ 4,400$ Other Expenses 263$ 263$ 263$ 263$ 263$ 263$ 263$ 263$ 263$ 263$ 263$ 263$ 3,157$ Total Program Costs 889$ 889$ 889$ 889$ 889$ 889$ 889$ 889$ 889$ 889$ 889$ 889$ 10,662$ Total Direct Costs (excludes Financial Assistance): 6,414$ 6,414$ 6,414$ 6,414$ 6,414$ 6,414$ 6,414$ 6,414$ 6,414$ 6,414$ 6,414$ 6,414$ 76,962$ Indirect @ NICRA 15.12%15.12% 970$ 970$ 970$ 970$ 970$ 970$ 970$ 970$ 970$ 970$ 970$ 970$ 11,637$ TOTAL 7,383$ 7,383$ 7,383$ 14,883$ 14,883$ 22,383$ 22,383$ 29,883$ 29,883$ 37,383$ 37,383$ 37,383$ 268,599$ Intial 12-Month Budget
1908/11/2026 D1 57 of 132

City of Vista - STABLE RFP - Option Year 2 Detail
Personnel Salary FTE Sept Oct Nov Dec Jan Feb Mar Apr May June July Aug Total Yr 2 Program Manager 86,520$ 0.10 721$ 721$ 721$ 721$ 721$ 721$ 721$ 721$ 721$ 721$ 721$ 721$ 8,652$ Case Manager 58,710$ 0.30 1,468$ 1,468$ 1,468$ 1,468$ 1,468$ 1,468$ 1,468$ 1,468$ 1,468$ 1,468$ 1,468$ 1,468$ 17,613$ Benefits 30% 657$ 657$ 657$ 657$ 657$ 657$ 657$ 657$ 657$ 657$ 657$ 657$ 7,880$ Total Personnel 2,845$ 2,845$ 2,845$ 2,845$ 2,845$ 2,845$ 2,845$ 2,845$ 2,845$ 2,845$ 2,845$ 2,845$ 34,145$ Financial Assistance/Subsidy*
Cohort 1 - Avg 10 HH x $750/mo x 12 months 7,500$ 7,500$ 7,500$ 22,500$ Cohort 2 - Avg 10 HH x $750/mo x 12 months 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 37,500$ Cohort 3 - Avg 10 HH x $750/mo x 12 months 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 52,500$ Cohort 4 - Avg 10 HH x $750/mo x 12 months 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 7,500$ 67,500$ Total Financial Assistance 30,000$ 30,000$ 30,000$ 22,500$ 22,500$ 15,000$ 15,000$ 7,500$ 7,500$ -$ -$ -$ 180,000$ *actual household subsidy amounts and times will vary
Other Program Costs
Mileage 150$ 150$ 150$ 150$ 150$ 150$ 150$ 150$ 150$ 150$ 150$ 150$ 1,800$ Phone 40$ 40$ 40$ 40$ 40$ 40$ 40$ 40$ 40$ 40$ 40$ 40$ 480$ Supplies 42$ 42$ 42$ 42$ 42$ 42$ 42$ 42$ 42$ 42$ 42$ 42$ 500$ Licenses 27$ 27$ 27$ 27$ 27$ 27$ 27$ 27$ 27$ 27$ 27$ 27$ 325$ Occupancy 367$ 367$ 367$ 367$ 367$ 367$ 367$ 367$ 367$ 367$ 367$ 367$ 4,400$ Other Expenses 250$ 250$ 250$ 250$ 250$ 250$ 250$ 250$ 250$ 250$ 250$ 250$ 3,000$ Total Program Costs 875$ 875$ 875$ 875$ 875$ 875$ 875$ 875$ 875$ 875$ 875$ 875$ 10,505$ Total Direct Costs (excludes Financial Assistance): 3,721$ 3,721$ 3,721$ 3,721$ 3,721$ 3,721$ 3,721$ 3,721$ 3,721$ 3,721$ 3,721$ 3,721$ 44,650$ Indirect @ NICRA 15.12%563$ 563$ 563$ 563$ 563$ 563$ 563$ 563$ 563$ 563$ 563$ 563$ 6,751$ TOTAL 34,283$ 34,283$ 34,283$ 26,783$ 26,783$ 19,283$ 19,283$ 11,783$ 11,783$ 4,283$ 4,283$ 4,283$ 231,401$ Option Year 2
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V.Implementation Schedule - Timeline for program launch, application tranches, participant enrollment, reporting, and major deliverables.

See enclosed implementation schedules prepared for an Initial 12-Month Period (Year 1) and an Option Year (Year 2). The anticipated contract initiation date is September 1, 2026, with the ﬁrst Tranche/application period launching in October 2026. As a pilot project, the schedule will be adjusted and updated based on data and feedback received throughout the project period. 2108/11/2026 D1 59 of 132

V. Implementation Plan/Timeline
City of Vista STABLE Program
Applicant: Interfaith Community Services Project Start:9/1/2026 Initial Project Period - Year 1

TASK WHO RESPONSIBLE MILESTONE /

MEASUREMENT

START END
Sept. 2026
Oct. 2026
Nov. 2026
Dec. 2026
Jan. 2027
Feb. 2027
M
ar. 2027
April 2027
M
ay 2027
June 2027
July 2027
Aug. 2027
Contracting and Start-Up
Initiate contract City of Vista (City)/Interfaith Executed contract 8/15/26 9/5/26 x Hold internal grant kick-off Grants Manager Meeting held 9/1/26 9/7/26 x Confirm project personnel Director (Dir.)Staff in Place 9/1/26 9/15/26 x Review and Update Policies & Procedures Dir./Program Mgr. (PM)P & P Update completed 9/15/26 9/30/26 x Review and Update Client Intake Packet Dir./PM Updated packet complete 9/15/26 9/30/26 x Create/approve application materials/webform Interfaith/City Application approved 9/1/26 9/25/26 x Create/approve marketing materials Interfaith Materials ready/approved 9/1/26 9/25/26 x Outreach: Post/share program information Interfaith Media posts, webpage updates, presentations
9/25/26 5/31/27
x x x x x x x x x
Tranche 1
Application Period - submissions and screenings PM/CM Applications evaluated 10/15/26 11/15/26 x x Selection/recommendation of Applicants Dir./PM/City Selections Made 11/16/26 11/20/26 x Notification to Applicants Interfaith/Vista Notifications Sent 11/21/26 11/25/26 x Approved Applicant Intake and Enrollment PM/Case Mgr. (CM)Enrollments completed 11/21/26 12/11/26 x x Services Initiated including financial supports PM/CM Services Begin 12/1/26 12/31/26 x Tranche 2
Application Period - submissions and screenings PM/CM Applications evaluated 12/1/26 1/15/27 x x Selection/recommendation of Applicants Dir./PM/City Selections Made 1/18/27 1/22/17 x Notification to Applicants Interfaith/Vista Notifications Sent 1/25/27 1/29/27 x Approved Applicant Intake and Enrollment PM/CM Enrollments completed 1/25/27 2/12/27 x x Services Initiated including financial supports CM Services Begin 2/1/27 2/28/27 x Tranche 3
Application Period - submissions and screenings PM/CM Applications evaluated 2/1/27 3/15/27 x x Selection/recommendation of Applicants Dir./PM/City Selections Made 3/15/27 3/19/27 x Notification to Applicants Interfaith/Vista Notifications Sent 3/22/27 3/26/27 Approved Applicant Intake and Enrollment PM/CM Enrollments completed 3/22/27 4/9/27 x Services Initiated including financial supports CM Services Begin 4/1/27 4/30/27 x Tranche 4
Application Period - submissions and screenings PM/CM Applications evaluated 4/1/27 5/15/27 x x Selection/recommendation of Applicants Dir./PM/City Selections Made 5/17/27 5/21/27 x Notification to Applicants Interfaith/Vista Notifications Sent 5/24/27 5/28/27 Approved Applicant Intake and Enrollment PM/CM Enrollments completed 5/24/27 6/11/27 x Services Initiated including financial supports CM Services Begin 6/1/27 6/30/27 x Reporting and Data
Confirm data protocols and systems PM/CM ETO program set-up 9/1/2026 9/30/2026 x Client data collection including surveys PM/CM ETO program entries 10/1/2026 8/30/2037 x x x x x x x x x x x Program Review of Trauche data Interfaith/City Meeting records 12/1/2026 6/30/2027 x x x x Reports/Invoicing - monthly, or as required Dir./PM/Controller Report submitted to City 10/1/2026 8/30/2027 x x x x x x x x x x x Annual Report Dir./PM/Controller Report submitted to City 8/1/2027 8/30/2027 x 2208/11/2026 D1 60 of 132

V. Implementation Plan/Timeline, Cont.

City of Vista STABLE Program
Applicant: Interfaith Community Services Option Year Start:9/1/2027 Option Year 2

TASK WHO RESPONSIBLE MILESTONE / MEASUREMENT START END
Sept. 2027
Oct. 2027
Nov. 2027
Dec. 202
Jan. 2027
Feb
. 2027
M
ar. 2027
April 2027
M
ay 2027
June 2027
July 202
7 Aug. 2027
Contracting and Start-Up
Initiate Option Year contract City/Interfaith Executed contract 8/15/27 9/1/27 x Tranche 1*
Assessments / Transition Planning CM Case Notes/Transition Plans 9/1/27 12/31/27 x x x x Program Exits and Follow-up CM Case Notes, Program Exits 10/1/27 3/31/28 x x x x x x Tranche 2*
Assessments / Transition Planning CM Case Notes/Transition Plans 12/1/26 1/15/28 x x x x Program Exits and Follow-up CM Case Notes, Program Exits 2/1/27 2/5/27 x x x x x x Tranche 3*
Assessments / Transition Planning CM Case Notes/Transition Plans 2/1/27 3/15/27 x x x x Program Exits and Follow-up CM Case Notes, Program Exits 4/6/27 4/10/27 x x x x x x Tranche 4*
Assessments / Transition Planning CM Case Notes/Transition Plans 3/1/28 6/30/28 x x x x Program Exits and Follow-up CM Case Notes, Program Exits 4/1/28 8/30/28 x x x x x Reporting and Data
Program Review of Trauche data Interfaith/City Meeting records quarterly quarterly x x x Client data collection including surveys PM/CM ETO records ongoing ongoing x x x x x x x x x x x x Reports/Invoicing - monthly, or as required Dir./PM/Controller Report submitted to City 9/1/2027 8/30/2028 x x x x x x x x x x x x Closeout / Final Report Dir./PM/Controller Report submitted to City 8/1/2028 8/30/2028 x *Dates estimate the peak times for these services for each Tranche; individual client service dates will vary. 2308/11/2026 D1 61 of 132

City Services (Non-Construction) (RFP)
1 of 10
INTERFAITH COMMUNITY SERVICES, INC.
[22422-6] 00022422 8

CONTRACT FOR SERVICES
THIS “CONTRACT” is entered into by and between the “Parties” as of ___________________ (“Contract Date”).

1.0 THE “PARTIES”
The “City”:

CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084
Working Contact: Catalina Langen
Billing Contact: Catalina Langen
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 June 22, 2026 (“Exhibit B”).

2.5 The “Contract Ceiling Price” is $500,000.

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 36 months, in increments of City’s choice, for a maximum Term of 48 months from the Contract Date.

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 08/11/2026 D1 62 of 132
EXHIBIT 5

City Services (Non-Construction) (RFP) 2 of 10 INTERFAITH COMMUNITY SERVICES, INC. [22422-6] 00022422 8
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.

5.3.1 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.

5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract.

City Services (Non-Construction) (RFP) 3 of 10 INTERFAITH COMMUNITY SERVICES, INC. [22422-6] 00022422 8

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.

9.0 STANDARD OF PERFORMANCE

10.0 CONTRACTOR’S STATUS; CONTRACTOR’S EMPLOYEES

City Services (Non-Construction) (RFP) 4 of 10 INTERFAITH COMMUNITY SERVICES, INC. [22422-6] 00022422 8
City’s employees. Contractor expressly waives any claim Contractor may have to any such rights.

11.0 CIVIL RIGHTS

08/11/2026 D1 65 of 132

City Services (Non-Construction) (RFP) 5 of 10 INTERFAITH COMMUNITY SERVICES, INC. [22422-6] 00022422 8

13.0 ASSIGNMENT AND SUBCONTRACTING

City Services (Non-Construction) (RFP) 6 of 10 INTERFAITH COMMUNITY SERVICES, INC. [22422-6] 00022422 8

15.0 FINANCIAL RECORDS

16.0 OWNERSHIP OF DOCUMENTS

City Services (Non-Construction) (RFP) 7 of 10 INTERFAITH COMMUNITY SERVICES, INC. [22422-6] 00022422 8
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

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.

08/11/2026 D1 68 of 132

City Services (Non-Construction) (RFP) 8 of 10 INTERFAITH COMMUNITY SERVICES, INC. [22422-6] 00022422 8

20.0 INDEMNIFICATION

21.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.

22.0 SERVICE OF NOTICE

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.

24.0 SURVIVAL OF COVENANTS
Contractor’s obligations under Sections 16, 17 and 20 shall survive the termination of this Contract.
08/11/2026 D1 69 of 132

City Services (Non-Construction) (RFP) 9 of 10 INTERFAITH COMMUNITY SERVICES, INC. [22422-6] 00022422 8

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.

City Services (Non-Construction) (RFP) 10 of 10 INTERFAITH COMMUNITY SERVICES, INC. [22422-6] 00022422 8

30.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.
“City”
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:
“Contractor”
INTERFAITH COMMUNITY SERVICES, INC., a
501(c)(3) organization
By:

Name/Title
By:

Name/Title

APPROVED
Allegra Frost
20262815123674
08/11/2026 D1 71 of 132

EXHIBIT A

REQUEST FOR PROPOSALS
00022422 8 Exhibit A

00022422 8 Exhibit A

EXHIBIT A

REQUEST FOR PROPOSALS
08/11/2026 D1 72 of 132

City of Vista
Housing and Homeless Services Division

Vista STABLE
Senior Tenant Assistance for Balanced Living &
Expenses
Request for Proposals

Applications Available May 20, 2026
Application Due Date June 22, 2026

08/11/2026 D1 73 of 132

II. PROGRAM OVERVIEW
The selected Program Administrator shall implement a housing stabilization program centered on individualized case management and supportive services for low-income seniors.

The City intends for these services to serve as the foundation of the program model.

Rental subsidy amounts may range from $250, $500, $750, or $1,000 per month, depending on demonstrated household need and stabilization goals.

Financial assistance payments shall be made directly to landlords, utility providers, or other approved vendors.

Programs utilizing shallow subsidy models have shown the strongest outcomes when ﬁnancial assistance is paired with ongoing housing-focused case management and problem-solving support1.

The Program Administrator shall establish and publicly communicate:

08/11/2026 D1 75 of 132

• Application opening and closing dates for each tranche, • Estimated award notiﬁcation timelines, and
• Procedures for incomplete or waitlisted applications.

Submission of an application does not guarantee funding or assistance. Award decisions will be based on program eligibility, household stabilization needs, and availability of funds.

III. PARTICIPANT ELIGIBILITY CRITERIA
The Program Administrator shall ensure participants meet the following minimum eligibility criteria:

08/11/2026 D1 76 of 132

VI. SCOPE OF SERVICES
The Program Administrator shall perform the following services:

B. Case Management and Stabilization Services
• Provide ongoing housing-focused case management,
08/11/2026 D1 77 of 132

From Participants:
• Signed assistance agreement,
• Income and asset veriﬁcation,
• Certiﬁcation of no duplicate rental assistance.

2 https://www.vista.gov/business/business-licenses
08/11/2026 D1 78 of 132

At a minimum, tranche analysis shall consider:
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The City intends for the Vista STABLE Program to function as an adaptive pilot program informed by ongoing data collection, evaluation, and continuous improvement throughout the contract term.

The City may conduct interviews prior to ﬁnal selection. The contract award is scheduled for recommendation to City Council on August 11, 2026.

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 May 20, 2026
Final Date for Submissions of Questions June 4, 2026
Proposal Submission Deadline June 22, 2026, 5:00 p.m.

Interviews (if needed) June 23 – 30, 2026
Selection and Notice of Intention to Award July 2, 2026 City Council Recommendation for Award August 11, 2026, 5:30 p.m.

will be provided in an addendum through OpenGov Procurement. Questions must be submitted prior to the deadline speciﬁed in the RFP Schedule, below.

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ATTACHMENT A

STANDARD CONTRACT FOR SERVICE

ATTACHMENT A

STANDARD CONTRACT FOR SERVICE

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CONTRACT FOR SERVICES
THIS “CONTRACT” is entered into by and between the “Parties” as of ___________________ (“Contract Date”).

1.0 THE “PARTIES”
The “City”:

CITY OF VISTA, a chartered municipal
corporation
200 Civic Center Drive
Vista, CA 92084

Working Contact: workingname
Billing Contact: billingname
The “Contractor”

NAMEX, statusx
Address
Address

Contact: name

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 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.

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.

5.3.1 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.

5.5 Except as provided in Exhibit B, Contractor shall not be reimbursed for any expenses incurred in rendering services under this Contract.

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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.

9.0 STANDARD OF PERFORMANCE

10.0 CONTRACTOR’S STATUS; CONTRACTOR’S EMPLOYEES

rights.

11.0 CIVIL RIGHTS

funds to City.

13.0 ASSIGNMENT AND SUBCONTRACTING

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15.0 FINANCIAL RECORDS

16.0 OWNERSHIP OF DOCUMENTS

17.0 CONFIDENTIALITY

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.

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20.0 INDEMNIFICATION

21.0 INSURANCE AND BONDS
Contractor shall comply with the insurance provisions set forth in Exhibit C.

22.0 SERVICE OF NOTICE

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.

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.

[Continued on page 22.]

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30.0 EXECUTION
IN WITNESS WHEREOF; the Parties hereto have executed this Contract as of the Contract Date.

“City”

CITY OF VISTA, a chartered municipal
corporation

By:

JOHN CONLEY, CITY MANAGER
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:
“Contractor”

NAMEX, statusx

By:

Name/Title

By:

Name/Title

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EXHIBIT A

REQUEST FOR PROPOSALS
00022422 8 Exhibit A

00022422 8 Exhibit A

EXHIBIT A

REQUEST FOR PROPOSALS

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EXHIBIT B
CONTRACTOR’S PROPOSAL
00022422 8 Exhibit B

00022422 8 Exhibit B

EXHIBIT B
CONTRACTOR’S PROPOSAL

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00022422 8 Exhibit C, Page 1 of 3

EXHIBIT C

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.

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 08/11/2026 D1 97 of 132