HomeMy WebLinkAbout1NCity Council Staff Report
DATE: April 8, 2021 CONSENT
SUBJECT : APPROVE AGREEMENT FOR HOUSING CONSULTANT SERVICES
LESAR DEVELOPMENT CONSULTANTS
FROM : David H. Ready, City Manager
BY: Community & Economic Development Department
SUMMARY
Approval of this recommendation will authorize the City Manager to execute a
Professional Service Agreement (Agreement) for Housing Consultant Services with
LeSar Development Consultants (LDC) to administer affordable housing and
homelessness programs and projects, and to provide assistance with developing and
implementing affordable housing and homelessness strategies and policies . These
services are also needed to ensure City compliance with funding reporting and
monitoring requirements.
RECOMMENDATION:
1) Authorize the City Manager to execute a Contract Service Agreement with LeSar
Development Consultants for an amount not to exceed $110,000 annually for up
to four years .
2) Authorize the City Manager or his designee to execute all necessary documents.
BACKGROUND:
In recent years the City Council has established a number of incentives, activities,
programs , and projects to address the affordable housing, homelessness assistance,
rental assistance , and home repair needs of the residents of the City of Palm Springs.
The City has modified the municipal code to allow accessory dwelling units, density
bonuses, small lot residential development, and incentive permit fees. Senate Bill 35
allows for streamlined review of affordab le housing projects . In addition, the City has
contributed land and financial assistance for affordable and permanent supportive
housing projects. Furthermore, given the requirements of the Regional Housing Needs
Assessment (RHNA), the City must continue its efforts to produce and preserve
affordable housing in the City. These incentives helped to initiate projects such as
Monarch Apartments, 69-unit multifamily affordable housing for families; Vista Sunrise
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City Council Staff Report
April 8, 2021 -Page 2
Housing Consultant Services
II, 61-unit affordable permanent supportive housing for those with chronic illnesses and
formerly homeless (29 units dedicated to those experiencing homelessness), and
Agave @ Palm Canyon, 71-unit affordable permanent supportive housing for seniors
and formerly homeless (25 units will be dedicated to housing those experiencing
homelessness).
Administration of these requires project management, record keeping, inspections,
reporting, income verifications, qualification reviews, and other compliance activities (i.e.
for grant funded activities and governmental affordable housing requirements). This
includes identifying additional opportunities, funding, and programs to help accomplish
the City's goals, creating partnerships to create more affordable housing, and
developing strategies to maximize available resources. The proposed Agreement
provided assistance with administering these programs and facilitating new projects.
The services to be provided are further detailed in the draft Professional Services
Agreement (ATTACHMENT1 ).
STAFF ANALYSIS:
Responsibilities of managing completed affordable housing projects include verifying
that the rents being charged are affordable, units are occupied by households in income
categories targeted for those units, ensuring all units covered by regulatory agreements
remain affordable for the duration of the regulatory agreement, and that owners are
abiding by terms and conditions of the development agreements. Projects subject to
these requirements include:
• Vista Del Monte, 51 unit multifamily affordable housing for Disabled Seniors
• Rosa Gardens, 57-unit multifamily affordable housing for families
• Coyote Run II Apartments, 66-unit multifamily affordable housing for families
• Heritage Apartments, 136-unit multifamily senior housing (68 affordable units)
• Vista Sunrise Apartments, 80-unit, Permanent Supportive Housing
• Palm Springs Pointe, 116-unit affordable multifamily housing for seniors
• Cottonwood/Chuckwalla Single Family Homes -single-family homes made
available to very low, low, and moderate-income households for a minimum of 45
years
New projects, such as Monarch Apartments, Vista Sunrise II, and the Agave@ Palm
Canyon, require management and monitoring of the schedule of performance, budget,
financing, entitlement approvals, and compliance with third party funding entity
requirements. For example, the Homeless Housing Assistance and Prevention Grant
(HHAP) received from the State require detailed annual reports on each individual
served, their age, veteran status, chronic homelessness, their children, gender, gender
of children, race, ethnicity, institutional experience, temporary housing experiences, exit
strategy, subsidies received, rental assistance, transfers between programs, and
advancements through programs.
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City Council Staff Report
April 8, 2021 -Page 3
Housing Consultant Services
To help the City in addressing these requirements, a request for Statement of
Qualifications (SOQ) was issued on January 7, 2021, to request proposals for
affordable housing, homeless services, resource development, and program
administration. The services being requested were twofold. First, as described above,
the successful respondent would provide staff level assistance with project and program
monitoring, development of and access to homelessness information systems, assisting
the City with meeting its obligations related to third party, State and Federal, funding
entities, and identifying and secure additional funding for homelessness and affordable
housing purposes. Second, the successful respondent would assist the City with
project underwriting, gap funding analysis, project negotiation, developing affordable
housing and homelessness policies, strategies, and best practices, and; provide
guidance on legislation benefiting the City's affordable housing and homelessness
efforts.
The SOQ was posted to the City's Procurement website, emailed to 18 vendors
registered in our BuySpeed Vendor database, and published on two separate dates in
the Desert Sun newspaper. Three vendors submitted proposals by the February 9,
2021, deadline. These were GBG Palm Springs, Inc., RSG, Inc., and LeSar
Development Consultants (LDC).
An evaluation panel consisting of staff from the City's Community and Economic
Development Department, Riverside County Housing Authority, and the Coachella
Valley Association of Governments Homelessness T earn reviewed the proposals.
Based on the evaluation panel's review of each firm's qualifications , their proposed
scopes of work, and subsequent rankings of the firms, it is recommended that the City
Council award the Agreement for Housing Consultant Services to LDC .
LDC was founded in 2005 and has completed hundreds of affordable housing and
homelessness assistance assignments for public agencies, financing companies , and
developers. The project team will include the President and CEO, four Senior
Principals, and four associates. Resumes for the project staff are included in Exhibit C
to the LDC proposal (part of ATTACHMENT 1).
LDC wrote the City of Riverside's Housing First Strategy, developed rental subsidies
and permanent supportive housing projects for the San Diego Housing Commission,
developed a strategic plan for the County of Riverside's Continuum of Care, managed
affordable housing development and program implementation for the City and County of
Napa, led development of homelessness plans for 20 cities in Los Angeles County, and
provides homeless program management. Public client references include County of
Riverside Continuum of Care, San Diego Housing Commission, Los Angeles County
Development Authority, State of California Real Estate Services Division, and the City of
Pomona.
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City Council Staff Report
April 8, 2021 -Page 4
Housing Consultant Services
BUSINESS PRINCIPAL DISCLOSURES:
LeSar Development Consultants is a California Corporation. Their Public Integrity
Disclosure Form is included with their proposal. As disclosed in their proposal, Jennifer
LeSar, President & CEO is 100% owner of LeSar Development Consultants. They have
also executed the Conflict of Interest and Non-Discrimination Certification.
ENVIRONMENTAL IMPACT:
The requested City Council action is not a "Project" as defined by the California
Environmental Quality Act (CEQA). Pursuant to Section 15378(a), a "Project" means the
whole of an action, which has a potential for resulting in either a direct physical change
in the environment, or a reasonably foreseeable indirect physical change in the
environment. The requested action is to enter into a consultant services agreement and
is exempt from CEQA pursuant to Section 15378(b), in that a "Project" does not include:
(5) Organizational or administrative activities of governments that will not result in direct
or indirect physical changes in the environment.
FISCAL IMPACT:
The anticipated budget for the service is $110,000 annually for up to four years. On an
annual basis, it is estimated that half of the funds ($55,000) will be allocated from the
$140,000 Administration line item of the HHAP grant, and the remaining half ($55,000)
will come from the City's affordable housing funds. This is an annual contract that could
be extended for up to three one-year terms and would require City Manager approval.
The City also has its normal 30-day cancellation for convenience available.
SUBMITTED:
~
Marcus L. Fuller, MPA, P.E., P.L.S.,
Assistant City Manager
ATTACHMENT:
1) Draft Professional Services Agreement
4
ATTACHMENT 1
DRAFT PROFESSIONAL SERVICES AGREEMENT
5
PROFESSIONAL SERVICES AGREEMENT
HOUSING CONSULTANT SERVICES
THIS PROFESSIONAL SERVICES AGREEMENT ( "Agreement'') is entered into, and
effective on ______ , 20_, between the CITY OF PALM SPRINGS, a California
charter city and municipal corporation, ("City'') and LeSar Development Consultants, a California
Corporation, ("Consultant"). City and Consultant are individually referred to as "Party'' and are
collectively referred to as the "Parties".
RECITALS
A. City requires the services of a Housing Consultant, for Housing Consultant
Services ("Project").
B. Consultant has submitted to City a proposal to provide housing consultant
services for a wide variety of programs and projects for affordable housing and homeless
services programs, to City under the terms of this Agreement.
C. Consultant is qualified by virtue of its experience, training, education, reputation,
and expertise to provide these services and has agreed to provide such services as provided in
this Agreement.
D. City desires to retain Consultant to provide such professional services.
NOW, THEREFORE, in consideration of the promises and mutual obligations,
covenants, and conditions contained herein, and other valuable consideration, the receipt and
sufficiency of which are hereby acknowledged, the Parties agree as follows:
AGREEMENT
1. SERVICES OF CONSULTANT
1.1 Scope of Services. In compliance with all terms and conditions of this
Agreement, Consultant agrees to perform the professional services set forth in the Scope of
Services described in Exhibit "A" (the "Services" or 'Work"), which is attached and incorporated
herein by this reference. As a material inducement to the City entering into this Agreement,
Consultant represents and warrants that Consultant is a provider of first class work and
professional services and that Consultant is experienced in performing the Work contemplated
and, in light of such status and experience, Consultant covenants that it shall perform the Work
in a competent, professional, and satisfactory manner consistent with the level of care and skill
ordinarily exercised by high quality, experienced and well qualified members of the profession
currently practicing under similar conditions.
1.2 Contract Documents. The Agreement between the Parties shall consist of the
following: (1) this Agreement; (2) the Scope of Services; (3) the City's Request for Proposals;
and, (4) the Consultant's signed, original proposal submitted to the City ("Consultant's
Proposal"), (collectively referred to as the "Contract Documents"). The City's Request for
Proposals and the Consultant's Proposal, which are both attached as Exhibits "B" and "C",
respectively, are incorporated herein by this reference and are made a part of this Agreement.
The Scope of Services shall include the Consultant's Proposal. All provisions of the Scope of
Services, the City's Request for Proposals and the Consultant's Proposal shall be binding on
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the Parties. Should any conflict or inconsistency exist in the Contract Documents, the conflict or
inconsistency shall be resolved by applying the provisions in the highest priority document,
which shall be determined in the following order of priority: (1 st) the provisions of the Scope of
Services (Exhibit "A"); (2 nd) the provisions of the City's Request for Proposal (Exhibit "B"); (3 rd )
the terms of this Agreement; and, (4 th ) the provisions of the Consultant's Proposal (Exhibit "C").
1.3 Compliance with Law. Consultant warrants that all Services rendered shall be
performed in accordance with all applicable federal, state, and local laws, statutes, ordinances
lawful orders, rules, and regulations. Consultant shall be liable for all violations of such laws
and regulations in connection with the Services and this Agreement.
1.4 Licenses, Permits, Fees, and Assessments. Consultant represents and
warrants to City that it has obtained all licenses, permits, qualifications, and approvals of
whatever nature that are legally required to practice its profession and perform the Work
required by this Agreement. Consultant represents and warrants to City that Consultant shall, at
its sole cost and expense, keep in effect at all times during the term of this Agreement, any
license, permit, qualification, or approval that is legally required for Consultant to perform the
Work and under this Agreement. Consultant shall have the sole obligation to pay for any fees,
assessments, and taxes, plus applicable penalties and interest, which may be imposed by law
and arise from or are necessary for the Consultant's performance of the Work required by this
Agreement. Consultant shall indemnify, defend, and hold harmless City against any such fees,
assessments, taxes penalties, or interest levied, assessed, or imposed against City to the fullest
extent permitted by law.
1.5 Familiarity with Work. By executing this Agreement, Consultant warrants that
Consultant (a) has thoroughly investigated and considered the Scope of Services to be
performed, (b) has carefully considered how the Services should be performed, and (c) fully
understands the facilities, difficulties, and restrictions attending performance of the Services
under this Agreement. If the Services involve work upon any site, Consultant warrants that
Consultant has or will investigate the site and is or will be fully acquainted with the conditions
there existing, prior to commencement of any Services. Should the Consultant discover any
latent or unknown conditions that will materially affect the performance of the Services,
Consultant shall immediately inform the City of such fact and shall not proceed except at
Consultant's risk until written instructions are received from the City.
1.6 Care of Work. Consultant shall adopt reasonable methods during the term of
the Agreement to furnish continuous protection to the Work and the equipment, materials,
papers, documents, plans, studies, and/or other components to prevent losses or damages.
Consultant shall be responsible for all such damages, to persons or property, until acceptance
of the Work by the City, except such losses or damages as may be caused by City's own
negligence.
1.7 Further Responsibilities of Parties. Parties agree to use reasonable care and
diligence to perform their respective obligations under this Agreement. Parties agree to act in
good faith to execute all instruments, prepare all documents, and take all actions as may be
reasonably necessary to carry out the purposes of this Agreement.
1.8 Additional Services. City shall have the right at any time during the
performance of the Services, without invalidating this Agreement, to order extra work beyond
that specified in the Scope of Services or make changes by altering, adding to, or deducting
from such Work. No such extra work may be undertaken unless a written order is first given by
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the City to the Consultant, incorporating any adjustment in (i) the Maximum Contract Amount, as
defined below, and/or (ii) the time to perform this Agreement. Any adjustments must also be
approved in writing by the Consultant. Any increase in compensation of up to twenty-five
percent (25%) of the Maximum Contract Amount or $25,000, whichever is less, or in the time to
perform of up to thirty (30) days, may be approved by the City Manager, or his designee, as
may be needed to perform any extra work. Any greater increases, occurring either separately
or cumulatively, must be approved by the Palm Springs City Council. It is expressly understood
by Consultant that the provisions of this section shall not apply to the services specifically set
forth or reasonably contemplated within the Scope of Services.
2. COMPENSATION
2.1 Maximum Contract Amount. City and Consultant hereby acknowledge and
agree that the scope of services required by this Agreement will vary dependent upon the
number, type, and extent of the services or work the Consultant shall provide; and no guarantee
of the extent or the type of services required of Consultant under the terms of this Agreement is
made by the City. The annual level of services required by this Agreement is unknown, and
may significantly increase or decrease from year to year. In acknowledgement of the fact that
the number and type of projects requiring the Consultant's services has not been identified for
this contract, City and Consultant hereby acknowledge and agree that a specific "Maximum
Contract Sum" shall be imposed on each separate project that the City may assign Consultant
as provided in Section 1.8 and in this Section 2.1. Each such separate project shall be
identified as a Task Order or a Purchase Order authorized by the Director of Community &
Economic Development or the City Manager as provided in this Section 2.1. For the services
rendered pursuant to this Agreement, the Consultant shall be compensated in accordance with
the "Schedule of Compensation" attached hereto as Exhibit 1'011 and incorporated herein by this
reference.
The method of compensation may include: (i) a lump sum payment upon completion, (ii)
payment. for time and materials based upon the Consultant's Schedule of Hourly Billing Rates
as shown on Exhibit "D", or (iii) such other methods as may be specified in the Schedule of
Compensation. Compensation shall include reimbursement for actual and necessary
expenditures for reproduction costs, telephone expense, transportation expense, and all other
necessary expenditures required to perform the professional services under this Agreement.
Compensation shall include the attendance of Consultant at all project meetings reasonably
deemed necessary by the City; Consultant shall not be entitled to any additional compensation
for attending said meetings. Consultant hereby acknowledges that it accepts the risk that the
services to be provided pursuant to the Scope of Services may be more costly or time
consuming than Consultant anticipates, and that Consultant shall not be entitled to additional
compensation therefore.
It is expressly agreed that the maximum contract amount of this Agreement is undefined, and is
subject to the number and type of projects requiring the Consultant's services throughout the
duration of the term of this Agreement, if any. Consultant shall be entitled to compensation in
accordance with separate City authorized "Task Orders" (Purchase Orders) with corresponding
Not-to-Exceed payment amounts established pursuant to the Consultant's Schedule of Hourly
Billing Rates as shown on Exhibit "D". Consultant's compensation shall be limited to the amount
identified on each separate, individually authorized Task Order corresponding to a project
requiring the services of the Consultant.
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By approval of this Agreement, the City Council hereby authorizes the subsequent approval of
individual Task Orders (Purchase Orders) in those amounts sufficient to cover the cost of
required services (pursuant to Schedule "D") necessary for the projects. Subject to existing cost
limits established by municipal code.
2.2 Method of Payment. Unless some other method of payment is specified in the
Schedule of Compensation (Exhibit "D"), in any month in which Consultant wishes to receive
payment, no later than the tenth (10) working day of such month, Consultant shall submit to the
City, in a form approved by the City's Finance Director, an invoice for services rendered prior to
the date of the invoice. Such requests shall be based upon the amount and value of the
services performed by Consultant and accompanied by such reporting data including an
itemized breakdown of all costs incurred and tasks performed during the period covered by the
invoice, as may be required by the City. City shall use reasonable efforts to make payments to
Consultant within forty-five ( 45) days after receipt of the invoice or a soon thereafter as is
reasonably practical. There shall be a maximum of one payment per month.
2.3 Changes in Scope. In the event any change or changes in the Scope of
Services is requested by the City, the Parties shall execute a written amendment to this
Agreement, setting forth with particularity all terms of such amendment, including, but not limited
to, any additional professional fees. An amendment may be entered into: (a) to provide for
revisions or modifications to documents or other work product or work when documents or other
work product or work is required by the enactment or revision of law subsequent to the
preparation of any documents, other work product, or work; and/or (b) to provide for additional
services not included in this Agreement or not customarily furnished in accordance with
generally accepted practice in Consultant's profession.
2.4 Appropriations. This Agreement is subject to and contingent upon funds being
appropriated therefore by the Palm Springs City Council for each fiscal year covered by the
Agreement. If such appropriations are not made, the City Manager may terminate this
Agreement as provided in Section 8.3 of this Agreement; otherwise, there shall be no funding
for any work or services and Consultant shall not be entitled to payment for any work or services
that Consultant may provide.
3. SCHEDULE OF PERFORMANCE
3.1 Time of Essence. Time is of the essence in the performance of this Agreement.
The time for completion of the services to be performed by Consultant is an essential condition
of this Agreement. Consultant shall prosecute regularly and diligently the Work of this
Agreement according to the agreed upon attached Schedule of Performance (Exhibit "E"),
incorporated herein by this reference. Neither Party shall be accountable for delays in
performance caused by any condition beyond the reasonable control and without the fault or
negligence of the non-performing Party. Delays shall not entitle Consultant to any additional
compensation regardless of the Party responsible for the delay.
3.2 Schedule of Performance. Consultant shall commence the Services under this
Agreement upon receipt of a written notice to proceed and shall perform all Services within the
time period(s) established in the Schedule of Performance. When requested by Consultant,
extensions to the time period(s) specified in the Schedule of Performance may be approved in
writing by the Contract Officer, but such extensions shall not exceed one hundred eighty (180)
days ·cumulatively; however, the City shall not be obligated to grant such an extension.
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3.3 Force Maieure. The time for performance of Services to be rendered under this
Agreement may be extended because of any delays due to a Force Majeure Event, if
Consultant notifies the Contract Officer within ten (10) days of the commencement of the Force
Majeure Event. A Force Majeure Event shall mean an event that materially affects the
Consultant's performance and is one or more of the following: (1) Acts of God or other natural
disasters occurring at the project site; (2) terrorism or other acts of a public enemy; (3) orders of
governmental authorities (including, without limitation, unreasonable and unforeseeable delay in
the issuance of permits or approvals by governmental authorities that are required for the
Work); and (4) pandemics, epidemics or quarantine restrictions. For purposes of this section,
"orders of governmental authorities," includes ordinances, emergency proclamations and
orders, rules to protect the public health, welfare and safety, and other actions of the City in its
capacity as a municipal authority. After Consultant notification, the Contract Officer shall
investigate the facts and the extent of any necessary delay, and extend the time for performing
the Services for the period of the enforced delay when and if, in the Contract Officer's judgment,
such delay is justified. The Contract Officer's determination shall be final and conclusive upon
the Parties to this Agreement. The Consultant will not receive an adjustment to the contract
price or any other compensation. Notwithstanding the foregoing, the City may still terminate this
Agreement in accordance with the termination provisions of this Agreement.
3.4 Term. Unless earlier terminated under the terms of this Agreement, this
Agreement shall continue in full force and effect for one (1) year, with three (3) one year options
to extend by mutual agreement by the City's Contract Officer and Consultant's Representative
defined in Section 4 below. However, the term shall not exceed four (4) years from the
commencement date, except as otherwise provided in the Schedule of Performance described
in Section 3.2 above.
3.5 Termination Prior to Expiration of Term. City may terminate this Agreement at
any time, with or without cause, upon thirty (30) days written notice to Consultant. Where
termination is due to the fault of Consultant and constitutes an immediate danger to health,
safety, and general welfare, the period of notice shall be such shorter time as may be
determined by the City. Upon receipt of the notice of termination, Consultant shall immediately
cease all Services except such as may be specifically approved by the Contract Officer.
Consultant shall be entitled to compensation for all Services rendered prior to receipt of the
notice of termination and for any Services authorized by the Contract Officer after such notice.
City shall not be liable for any costs other than the charges or portions thereof which are
specified herein. Consultant shall not be entitled to payment for unperformed Services, and
shall not be entitled to damages or compensation for termination of Work. Consultant may not
terminate this Agreement except for cause, upon thirty (30) days written notice to City.
4. COORDINATION OF WORK
4.1 Representative of Consultant. The following principal of Consultant is
designated as being the principal and representative of Consultant authorized to act in its behalf
and make all decisions with respect to the Services to be performed under this Agreement:
Jennifer LeSar, President and CEO. It is expressly understood that the experience, knowledge,
education, capability, expertise, and reputation of the foregoing principal is a substantial
inducement for City to enter into this Agreement. Therefore, the foregoing principal shall be
responsible during the term of this Agreement for directing all activities of Consultant and
devoting sufficient time to personally supervise the Services performed hereunder. The
foregoing principal may not be changed by Consultant without prior written approval of the
Contract Officer.
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4.2 Contract Officer. The Contract Officer shall be the City Manager or his/her
designee ("Contract Officer 11
). Consultant shall be responsible for keeping the Contract Officer
fully informed of the progress of the performance of the Services. Consultant shall refer any
decisions that must be made by City to the Contract Officer. Unless otherwise specified, any
approval of City shall mean the approval of the Contract Officer.
4.3 Prohibition Against Subcontracting or Assignments. The experience,
knowledge, education, capability, and reputation of Consultant, its principals and employees,
were a substantial inducement for City to enter into this Agreement. Consultant shall not
contract with any other individual or entity to perform any Services required under this
Agreement without the City's express written approval.. In addition, neither this Agreement nor
any interest may be assigned or transferred, voluntarily or by operation of law, without the prior
written approval of City. Subcontracts, if any, shall contain a provisions making them subject to
all provisions stipulated in this Agreement including without limitation the insurance and
indemnification requirements. If Consultant is permitted to subcontract any part of this
Agreement by City, Consultant shall be responsible to City for the acts and omissions of its
subConsultant(s) in the same manner as it is for persons directly employed. Nothing contained
in this Agreement shall create any contractual relationships between any subConsultant and
City.· All persons engaged in the Work will be considered employees of Consultant. City will
deal directly with and will make all payments to Consultant. In addition, neither this Agreement
nor any interest in this Agreement 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 consent of City. Transfers restricted in this Agreement 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 Consultant, taking all transfers into account on
a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy
proceeding, this Agreement shall be void. No approved transfer shall release Consultant or any
surety of Consultant from any liability under this Agreement without the express written consent
of City.
4.4 Independent Consultant. The legal relationship between the Parties is that of
an independent Consultant, and nothing shall be deemed to make Consultant a City employee.
A. During the performance of this Agreement, Consultant and its officers,
employees, and agents shall act in an independent capacity and shall not act or represent
themselves as City officers or employees. The personnel performing the Services under this
Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction
and control. Neither City nor any of its officers, employees, or agents shall have control over
the conduct of Consultant or any of its officers, employees, or agents, except as set forth in this
Agreement. Consultant, its officers, employees, or agents shall not maintain an office or any
other type of fixed business location at City's offices. City shall have no voice in the selection,
discharge, supervision, or control of Consultant's employees, servants, representatives, or
agents, or in fixing their number, compensation, or hours of service. Consultant shall pay all
wages, salaries, and other amounts due its employees in connection with this Agreement and
shall be responsible for all reports and obligations respecting them, including but not limited to
social security income tax withholding, unemployment compensation, workers' compensation,
and other similar matters. City shall not in any way or for any purpose be deemed to be a
partner of Consultant in its business or otherwise a joint venturer or a member of any joint
enterprise with Consultant.
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B. Consultant shall not have any authority to bind City in any manner. This
includes the power to incur any debt, obligation, or liability against City.
C. No .City benefits shall be available to Consultant, its officers, employees,
or agents in connection with any performance under this Agreement. Except for professional
fees paid to Consultant as provided for in this Agreement, City shall not pay salaries, wages, or
other compensation to Consultant for the performance of Services under this Agreement. City
shall not be liable for compensation or indemnification to Consultant, its officers, employees, or
agents, for injury or sickness arising out of performing Services. If for any reason any court or
governmental agency determines that the City has financial obligations, other than under
Section 2 and Subsection 1.8 in this Agreement, of any nature relating to salary, taxes, or
benefits of Consultant's officers, employees, servants, representatives, subConsultants, or
agents, Consultant shall indemnify City for all such financial obligations.
4.5 California Labor Code Requirements.
A. Consultant is aware of the requirements of California Labor Code
Sections 1720 et seq. and 1770 et seq., which require the payment of prevailing wage rates and
the performance of other requirements on certain "public works" and "maintenance" projects
.("Prevailing Wage Laws"). If the Services are being performed as part of an applicable "public
works" or "maintenance" project, as defined by the Prevailing Wage Laws, and if the total
compensation is $15,000 or more for maintenance or $25,000 or more for construction,
alteration, demolition, installation, or repair, Consultant agrees to fully comply with such
Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its officials,
officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or
interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It
shall be mandatory upon the Consultant and all subcontractors to comply with all California
Labor Code provisions, which include but are not limited to prevailing wages (Labor Code
Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5),
certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor (Labor Code
Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code
Section 1777. 1 ) .
B. If the Services are being performed as part of an applicable "public works"
or "maintenance" project and if the total compensation is $15,000 or more for maintenance or
$25,000 or more for construction, alteration, demolition, installation, or repair, then pursuant to
Labor Code Sections 1725.5 and 1771.1, the Consultant and all subcontractors performing such
Services must be registered with the Department of Industrial Relations. Consultant shall
maintain registration for the duration of the Project and require the same of any subcontractors,
as applicable. This Agreement may also be subject to compliance monitoring and enforcement
by the Department of Industrial Relations. It shall be Consultant's sole responsibility to comply
with all applicable registration and labor compliance requirements.
5. INSURANCE
5.1 Types of Insurance. Consultant shall procure and maintain, at its sole cost and
expense, the insurance described herein. The insurance shall be for the duration of this
Agreement and includes any extensions, unless otherwise specified in this Agreement. The
insurance shall be procured in a form and content satisfactory to City. The insurance shall
apply against claims which may arise from the Consultant's performance of Work under this
Agreement, including Consultant's agents, representatives, or employees. In the event the City
7 ~evised: 5/1/20
55575. 18165\32900157 .2 12
Manager determines that the Work or Services to be performed under this Agreement creates
an increased or decreased risk of loss to the City, the Consultant agrees that the minimum limits
of the insurance policies may be changed accordingly upon receipt of written notice from the
City Manager or his designee. Consultant shall immediately substitute any insurer whose A. M.
Best rating drops below the levels specified in this Agreement. Except as otherwise authorized
below for professional liability (errors and omissions) insurance, all insurance provided under
this Agreement shall be on an occurrence basis. The minimum amount of insurance required
shall be as follows:
A. Errors and Omissions Insurance. Consultant shall obtain and maintain in
full force and effect throughout the term of this Agreement, standard industry form professional
liability (errors and omissions) insurance coverage in an amount of not less than one million
dollars ($1,000,000.00) per occurrence and two-million dollars ($2,000,000.00) annual
aggregate, in accordance with the provisions of this section.
(1) Consultant shall either: (a) certify in writing to the City that Consultant
is unaware of any professional liability claims made against Consultant and is unaware of any
facts which may lead to such a claim against Consultant; or (b) if Consultant does not provide
the certification under (a), Consultant shall procure from the professional liability insurer an
endorsement providing that the required limits of the policy shall apply separately to claims
arising from errors and omissions in the rendition of services under this Agreement.
(2) If the policy of insurance is written on a "claims made" basis, the
policy shall be continued in full force and effect at all times during the term of this Agreement,
and for a period of three (3) years from the date of the completion of the Services provided
hereunder. In the event of termination of the policy during this period, Consultant shall obtain
continuing insurance coverage for the prior acts or omissions of Consultant during the course of
performing Services under the terms of this Agreement. The coverage shall be evidenced by
either a new policy evidencing no gap in coverage, or by obtaining separate extended ''tail"
coverage with the present or new carrier or other insurance arrangements providing for
complete coverage, either of which shall be subject to the written approval by the City Manager.
(3) In the event the policy of insurance is written on an "occurrence"
basis, the policy shall be continued in full force and effect during the term of this Agreement, or
until completion of the Services provided for in this Agreement, whichever is later. In the event
of termination of the policy during this period, new coverage shall immediately be obtained to
ensure coverage during the entire course of performing the Services under the terms of this
Agreement.
8. Workers' Compensation Insurance. Consultant shall obtain and maintain,
in full force and effect throughout the term of this Agreement, workers' compensation insurance
in at least the minimum statutory amounts, and in compliance with all other statutory
requirements, as required by the State of California. Consultant agrees to waive and obtain
endorsements from its workers' compensation insurer waiving subrogation rights under its
workers' compensation insurance policy against the City and to require each of its
subConsultants, if any, to do likewise under their workers' compensation insurance policies. If
Consultant has no employees, Consultant shall complete the City's Request for Waiver of
Workers' Compensation Insurance Requirement form.
C. Commercial General Liability Insurance. Consultant shall obtain and
maintain, in full force and effect throughout the term of ·this Agreement, a policy of commercial
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55575.18165\32900157.2 13
general liability insurance written on a per occurrence basis with a combined single limit of at
least one million dollars ($1,000,000.00) and two million dollars ($2,000,000.00) general
aggregate for bodily injury and property damage including coverages for contractual liability,
personal injury, independent Consultants, broad form property damage, products and
completed operations.
D. Business Automobile Insurance. Consultant shall obtain and maintain, in
full force and effect throughout the term of this Agreement, a policy of business automobile
liability insurance written on a per occurrence basis with a single limit liability in the amount of
one million dollars ($1,000,000.00) bodily injury and property damage. The policy shall include
coverage for owned, non-owned, leased, and hired cars.
E. Employer Liability Insurance. Consultant shall obtain and maintain, in full
force and effect throughout the term of this Agreement, a policy of employer liability insurance
written on a per occurrence basis with a policy limit of at least one million dollars
($1,000,000.00) for bodily injury or disease.
5.2 Deductibles and Self-Insured Retentions. Any deductibles or self-insured
retentions must be declared to and approved by the City Manager or his/her designee prior to
commencing any work or services under this Agreement. Consultant guarantees payment of all
deductibles and self-insured retentions. City reserves the right to reject deductibles or self-
insured retentions in excess of $10,000, and the City Manager or his/her designee may require
evidence of pending claims and claims history as well as evidence of Consultant's ability to pay
claims for all deductible amounts and self-insured retentions proposed in excess of $10,000.
5.3 Other Insurance Requirements. The following provisions shall apply to the
insurance policies required of Consultant under this Agreement:
A. For any claims related to this Agreement, Consultant's coverage shall be
primary insurance with respect to the City and its officers, council members, officials,
employees, agents, and volunteers. Any insurance or self-insurance maintained by the City and
its officers, council members, officials, employees, agents, and volunteers shall be in excess of
Consultant's insurance and shall not contribute with it.
8. Any failure to comply with reporting or other provisions of the policies,
including breaches of warranties, shall not affect coverage provided to City and its officers,
council members, officials, employees, agents, and volunteers.
C. All insurance coverage and limits provided by Consultant and available or
applicable to this Agreement are intended to apply to each insured, including additional
insureds, against whom a claim is made or suit is brought to the full extent of the policies.
Nothing contained in this Agreement or any other agreement relating to the City or its operations
shall limit the application of such insurance coverage.
D. No required insurance coverages may include any limiting endorsement
which substantially impairs the coverages set forth in this Agreement (e.g., elimination of
contractual liability or. reduction of discovery period), unless the endorsement has first been
submitted to the City Manager and approved in writing.
E. Consultant agrees to require its insurer to modify insurance
endorsements to delete any exculpatory wording stating that failure of the insurer to mail written
9 Revised: 5/l/20
55575.18165\32900157.2 14
notice of cancellation imposes no obligation, or that any party will "endeavor" (as opposed to
being required) to comply with the requirements of the endorsements. Certificates of insurance
will not be accepted in lieu of required endorsements, and submittal of certificates without
required endorsements may delay commencement of the Project. It is Consultant's obligation to
ensure timely compliance with all insurance submittal requirements as provided in this
Agreement.
F. Consultant agrees to ensure that subConsultants, and any other parties
involved with the Project who are brought onto or involved in the Project by Consultant, provide
the same minimum insurance coverage required of Consultant. Consultant agrees to monitor
and review all such coverage and assumes all responsibility for ensuring that such coverage is
provided in conformity with the requirements of this section. Consultant agrees that upon
request, all agreements with subConsultants and others engaged in the Project will be
submitted to the City for review.
G. Consultant acknowledges and c;1grees that any actual or alleged failure on
the part of the City to inform Consultant of non-compliance with any insurance requirement in no
way imposes any additional obligations on the City nor does it waive any rights in this or any
other regard.
· H. Consultant shall provide proof that policies of insurance required in this
Agreement, expiring during the term of this Agreement, have been renewed or replaced with
other policies providing at least the same coverage. Proof that such coverage has been
ordered shall be submitted prior to expiration. Endorsements as required in this Agreement
applicable to the renewing or new coverage shall be provided to City no later than ten (10) days
prior to expiration of the lapsing coverage.
I. Requirements of specific insurance coverage features or limits contained
in this section are not intended as limitations on coverage, limits, or other requirements, or as a
waiver of any coverage normally provided by any given policy. Specific reference to a given
coverage feature is for purposes of clarification only as it pertains to a given issue, and is not
intended by any party or insured to be limiting or all-inclusive.
J. The requirements in this section supersede all other sections and
provisions of this Agreement to the extent that any other section or provision conflicts with or
impair the provisions of this section.
K. Consultant agrees to provide immediate notice to City of any claim or loss
against Consultant arising out of the Work performed under this Agreement and for any other
claim or loss which may reduce the insurance available to pay claims arising out of this
Agreement. City assumes no obligation or liability by such notice, but has the right (but not the
duty) to monitor the handling of any such claim or claims if they are likely to involve City, or to
reduce or dilute insurance available for payment of potential claims.
L. Consultant agrees that the provisions of this section shall not be
construed as limiting in any way the extent to which the Consultant may be held responsible for
the payment of damages resulting from the Consultant's activities or the activities of any person
or person for which the Consultant is otherwise responsible.
5.4 Sufficiency of Insurers. Insurance required in this Agreement shall be provided
by authorized insurers in good standing with the State of California. Coverage shall be provided
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55575.18165\32900157 .2 15
by insurers admitted in the State of California with an A.M. Best's Key Rating of B++, Class VII,
or better, unless such requirements are waived in writing by the City Manager or his designee
due to unique circumstances.
5.5 Verification of Coverage. Consultant shall furnish City with both certificates of
insurance and endorsements, including additional insured endorsements, affecting all of the
coverages required by this Agreement. The certificates and endorsements are to be signed by
a person authorized by that insurer to bind coverage on its behalf. All proof of insurance is to be
received and approved by the City before work commences. City reserves the right to require
Consultant's insurers to provide complete, certified copies of all required insurance policies at
any time. Additional insured endorsements are not required for Errors and Omissions and
Workers' Compensation policies .
Verification of Insurance coverage may be provided by: (1) an approved General and/or
Auto Liability Endorsement Form for the City of Palm Springs or (2) an acceptable Certificate of
Liability Insurance Coverage with an approved Additional Insured Endorsement with the
following endorsements stated on the certificate:
A. "The City of Palm Springs, its officials, employees, and agents are named as an
additional insured ... " ("as respects City of Palm Springs Contract No._" or "for any and all
work performed with the City" may be included in this statement).
B. 11 This insurance is primary and non-contributory over any insurance or self-
insurance the City may have ... " (" as respects City of Palm Springs Contract No._" or "for any
and all work performed with the City'' may be included in this statement).
C. 11 Should any of the above described policies be canceled before the expiration
date thereof, the issuing company will mail 30 days written notice to the Certificate Holder
named." Language such as, "endeavor to" mail and "but failure to mail such notice shall impose
no obligation or liability of any kind upon the company, its agents or representative" is not
acceptable and must be crossed out.
D. Both the Workers' Compensation and Employers' Liability policies shall contain
the insurer's waiver of subrogation in favor of City, its elected officials, officers, employees,
agents, and volunteers.
In addition to the endorsements listed above, the City of Palm Springs shall be named the
certificate holder on the policies. All certificates of insurance and endorsements are to be
received and approved by the City before work commences. All certificates of insurance must
be authorized by a person with authority to bind coverage, whether that is the authorized
agent/broker or insurance underwriter. Failure to obtain the required documents prior to the
commencement of work shall not waive the Consultant's obligation to provide them.
6. INDEMNIFICATION
6.1 Indemnification and Reimbursement. To the fullest extent permitted by
law, Consultant shall defend (at Consultant's sole cost and expense), indemnify, protect, and
hold harmless City, its elected officials, officers, employees, agents, and volunteers (collectively
the "Indemnified Parties"), from and against any and all liabilities, actions, suits, claims,
demands, losses, costs, judgments, arbitration awards, settlements, damages, demands,
orders, penalties, and expenses including legal costs and attorney fees (collectively "Claims"),
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55575.18165\32900157 .2 16
including but not limited to Claims arising from injuries to or death of persons (Consultant's
employees included), for damage to property, including property owned by City, for any violation
of any federal, state, or local law or ordinance or in any manner arising out of, pertaining to, or
incident to any acts, errors or omissions, or willful misconduct committed by Consultant, its
officers, employees, representatives, and agents, that arise out of or relate to Consultant's
performance of Services or this Agreement. This indemnification clause excludes Claims
arising from the sole negligence or willful misconduct of the Indemnified Parties. Under no
circumstances shall the insurance requirements and limits set forth in this Agreement be
construed to limit Consultant's indemnification obligation or other liability under this Agreement.
Consultant's indemnification obligation shall survive the expiration or earlier termination of this
Agreement until all actions against the Indemnified Parties for such matters indemnified are fully
and finally barred by the applicable statute of limitations or, if an action is timely filed, until such
action is final.
6.2 Design Professional Services Indemnification and Reimbursement. If
Consultant's obligation to defend, indemnify, and/or hold harmless arises out of Consultant's
performance as a "design professional" (as that term is defined under Civil Code section
2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully
incorporated herein, Consultant's indemnification obligation shall be limited to the extent which
the Claims arise out of, pertain to, or relate to the negligence, recklessness, or willful
misconduct of the Consultant in the performance of the Services or this Agreement, and, upon
Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant's
liability for such claim, including the cost to defend, shall not exceed the Consultant's
proportionate percentage of fault.
7. REPORTS AND RECORDS
7.1 Accounting Records. Consultant shall keep complete, accurate, and detailed
accounts of all time, costs, expenses, and expenditures pertaining in any way to this
Agreement. Consultant shall keep such books and records as shall be necessary to properly
perform the Services required by this Agreement and to enable the Contract Officer to evaluate
the performance of such Services. The Contract Officer shall have full and free access to such
books and records at all reasonable times, including the right to inspect, copy, audit, and make
records and transcripts from such records.
7 .2 Reports. Consultant shall periodically prepare and submit to the Contract Officer
such reports concerning the performance of the Services required by this Agreement, or as the
Contract Officer shall require. Consultant acknowledges that the City is greatly concerned
about the cost of the Work to be performed under this Agreement. For this reason, Consultant
agrees that Consultant shall promptly notify the Contract Officer the estimated increased or
decreased cost if Consultant becomes aware of any facts, circumstances, techniques, or events
that may or will materially increase or decrease the cost of the Services. If Consultant is
providing design services, Consultant shall promptly notify the Contract Officer the estimated
increased or decreased cost for the project being designed if Consultant becomes aware of any
facts, circumstances, techniques, or events that may or will materially increase or decrease the
cost of the design services.
7.3 Ownership of Documents. All drawings, specifications, reports, records,
documents, memoranda, correspondence, computations, and other materials prepared by
Consultant, its employees, subConsultants, and agents in the performance of this Agreement
shall be the property of City and shall be promptly delivered to City upon request of the Contract
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55575. l 8165\32900157.2 17
Officer or upon the termination of this Agreement. Consultant shall have no claim for further
employment or additional compensation as a result of the exercise by City of its full rights of
ownership of the documents and materials. Any use of such completed documents for other
projects and/or use of incomplete documents without specific written authorization by the
Consultant will be at the City's sole risk and without liability to Consultant, and the City shall
indemnify the Consultant for all resulting damages. Consultant may retain copies of such
documents for their own use. Consultant shall have an unrestricted right to use the concepts
embodied tin this Agreement. Consultant shall ensure that all its subConsultants shall provide
for assignment to City of any documents or materials prepared by them. In the event
Consultant fails to secure such assignment, Consultant shall indemnify City for all resulting
damages.
7.4 Release of Documents. All drawings, specifications, reports, records,
documents, and other materials prepared by Consultant in the performance of Services under
this Agreement shall not be released publicly without the prior written approval of the Contract
Officer. All information gained by Consultant in the performance of this Agreement shall be
considered confidential and shall not be released by Consultant without City's prior written
authorization.
7.5 Audit and Inspection of Records. After receipt of reasonable notice and during
the regular business hours of City, Consultant shall provide City, or other agents of City, such
access to Consultant's books, records, payroll documents, and facilities as City deems
necessary to examine, copy, audit, and inspect all accounting books, records, work data,
documents, and activities directly related to Consultant's performance under this Agreement.
Consultant shall maintain such books, records, data, and documents in accordance with
generally accepted accounting principles and shall clearly identify and make such items readily
accessible to such parties during the term of this Agreement and for a period of three (3) years
from the date of final payment by City hereunder.
8. ENFORCEMENT OF AGREEMENT
8.1 California Law and Venue. This Agreement shall be construed and interpreted
both as to validity and as to performance of the Parties in accordance with the laws of the State
of California. Legal actions concerning any dispute, claim, or matter arising out of or in relation
to this Agreement shall be instituted in the Superior Court of the County of Riverside, State of
California, or any other appropriate court in such County, and Consultant covenants and agrees
to submit to the personal jurisdiction of such court in the event of such action.
8.2 Interpretation. This Agreement shall be construed as a whole according to
its fair language and common meaning to achieve the obiectives and purposes of the
Parties. The terms of this Agreement are contractual and the result of negotiation between the
Parties. Accordingly, any rule of construction of contracts (including, without limitation, California
Civil Code Section 1654) that ambiguities are to be construed against the drafting party, shall
not be employed in the interpretation of this Agreement. The caption headings of the various
sections and paragraphs of this Agreement are for convenience and identification purposes only
and shall not be deemed to limit, expand, or define the contents of the respective sections or
paragraphs.
8.3 Default of Consultant. Consultant's failure to comply with any provision of this
Agreement shall constitute a default.
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55575.18165\32900157.2 18
A. If the City Manager, or his designee, determines that Consultant is in
default in the performance of any of the terms or conditions of this Agreement, he/she shall
notify Consultant in writing of such default. Consultant shall have ten (10) days, or such longer
period as City may designate, to cure the default by rendering satisfactory performance. In the
event Consultant fails to cure its default within such period of time, City shall have the right,
notwithstanding any other provision of this Agreement, to terminate this Agreement without
further notice and without prejudice of any remedy to which City may be entitled at ·Iaw, in
equity, or under this Agreement. Consultant shall be liable for all reasonable costs incurred by
City as a result of such default. Compliance with the provisions of this section shall not
constitute a waiver of any City right to take legal action in the event that the dispute is not cured,
provided that nothing shall limit City's right to terminate this Agreement without cause under
Section 3.5.
B. If termination is due to the failure of the Consultant to fulfill its obligations
under this Agreement, City may, after compliance with the provisions of Section 8.3A, take over
the work and prosecute the same to completion by contract or otherwise. The Consultant shall
be liable to the extent that the total cost for completion of the Services required hereunder
exceeds the Maximum Contract Amount (provided that the City shall use reasonable efforts to
mitigate such damages). The City may withhold any payments to the Consultant for the
purpose of set-off or partial payment of the amounts owed the City as previously stated. The
withholding or failure to withhold payments to Consultant shall not limit Consultant's liability for
completion of the Services as provided in this Agreement.
8.4 Waiver. No waiver of any provision of this Agreement shall be effective unless in
writing and signed by a duly authorized representative of the Party against whom enforcement
of a waiver is sought. Any waiver by the Parties of any default or breach of any covenant,
condition, or term contained in this Agreement, shall not be construed to be a waiver of any
subsequent or other default or breach, nor shall failure by the Parties to require exact, full, and
complete compliance with any of the covenants, conditions, or terms contained in this
Agreement be construed as changing the terms of this Agreement in any manner or preventing
the Parties from enforcing the full provisions.
8.5 Rights and Remedies Cumulative. Except with respect to rights and remedies
expressly declared to be exclusive in this Agreement, the rights and remedies of the Parties are
cumulative and the exercise by either Party of one or more of such rights or remedies shall not
preclude the exercise by it, at the same or different times, of any other rights or remedies for the
same default or any other default by the other Party.
8.6 Legal Action. In addition to any other rights or remedies, either Party may take
legal action, in law or in equity, to cure, correct, remedy or recover damages for any default, to
compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to
obtain any other remedy consistent with the purposes of this Agreement.
8.7 Attorney Fees. In the event any dispute between the Parties with respect to this
Agreement results in litigation or any non-judicial proceeding, the prevailing Party shall be
entitled, in addition to such other relief as may be granted, to recover from the non-prevailing
Party all reasonable costs and expenses. These include but are not limited to reasonable
attorney fees, expert consultant fees, court costs and all fees, costs, and expenses incurred in
any appeal or in collection of any judgment entered in such proceeding. To the extent
authorized by law, in the event of a dismissal by the plaintiff or petitioner of the litigation or non-
judicial proceeding within thirty (30) days of the date set for trial or hearing, the other Party shall
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55575. 18165\32900157 .2 19
be deemed to be the prevailing Party in such litigation or proceeding.
9. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION
9.1 Non-liability of City Officers and Employees. No officer or employee of the
City shall be personally liable to the Consultant, or any successor-in-interest, in the event of any
default or breach by the City or for any amount which may become due to the Consultant or to
its successor, or for breach of any obligation of the terms of this Agreement.
9.2 Conflict of Interest. Consultant acknowledges that no officer or employee of the
City has or shall have any direct or indirect financial interest in this Agreement nor shall
Consultant enter into any agreement of any kind with any such officer or employee during the
term of this Agreement and for one (1) year thereafter. Consultant warrants that Consultant
has not paid or given, and will not pay or give, any third party any money or other consideration
in exchange for obtaining this Agreement.
9.3 Covenant Against Discrimination. In connection with its performance under
this Agreement, Consultant shall not discriminate against any employee or applicant for
employment because of actual or perceived race, religion, color, sex, age, marital status,
ancestry, national origin ( i.e., place of origin, immigration status, cultural or linguistic
characteristics, or ethnicity), sexual orientation, gender identity, gender expression, physical or
mental disability, or medical condition (each a "prohibited basis"). Consultant shall ensure that
applicants are employed, and that employees are treated during their employment, without
regard to any prohibited basis. As a condition precedent to City's lawful capacity to enter this
Agreement, and in executing this Agreement, Consultant certifies that its actions and omissions
hereunder shall not incorporate any discrimination arising from or related to any prohibited basis
in any Consultant activity, including but not limited to the following: employment, upgrading,
demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or
other forms of compensation; and selection for training, including apprenticeship; and further,
that Consultant is in full compliance with the provisions of Palm Springs Municipal Code Section
7.09.040, including without limitation the provision of benefits, relating to non-discrimination in
city contracting.
10. MISCELLANEOUS PROVISIONS
10.1 Patent and Copyright Infringement. To the fullest extent permissible under
law, and in lieu of any other warranty by City or Consultant against patent or copyright
infringement, statutory or otherwise:
A. It is agreed that Consultant shall defend at its expense any claim or suit
against City on account of any allegation that any item furnished under this Agreement, or the
normal use or sale arising out of the performance of this Agreement, infringes upon any
presently existing U.S. letters patent or copyright and Consultant shall pay all costs and
damages finally awarded in any such suit or claim, provided that Consultant is promptly notified
in writing of the suit or claim and given authority, information and assistance at Consultant's
expense for the defense of same, and provided such suit or claim arises out of, pertains to, or is
related to the negligence, recklessness or willful misconduct of Consultant. However,
Consultant will not indemnify City if the suit or claim results from: (1) City's alteration of a
deliverable, such that City's alteration of such deliverable created the infringement upon any
presently existing U.S. letters patent or copyright; or (2) the use of a deliverable in combination
with other material not provided by Consultant when it is such use in combination which
15 Revised: 5/1/20
55575 .18165\32900157.2 20
infringes upon an existing U.S. letters patent or copyright.
B. Consultant shall have sole control of the defense of any such claim or suit
and all negotiations for settlement in the event City fails to cooperate in the defense of any suit
or claim, provided, however, that such defense shall be at Consultant's expense. Consultant
shall not be obligated to indemnify City under any settlement that is made without Consultant's
consent, which shall not be unreasonably withheld. If the use or sale of such item is enjoined as
a result of the suit or claim, Consultant, at no expense to City, shall obtain for City the right to
use and sell the item, or shall substitute an equivalent item acceptable to City and extend this
patent and copyright indemnity thereto.
10.2 Notice. Any notice, demand, request, consent, approval, or communication that
either party desires, or is required to give to the other party or any other person shall be in
writing. All notices shall be personally delivered, sent by pre-paid First Class U.S. Mail,
registered or certified mail, postage prepaid, return receipt requested, or delivered or sent by
facsimile with attached evidence of completed transmission. All notices shall be deemed
received upon the earlier of (i) the date of delivery to the address of the person to receive such
notice if delivered personally or by messenger or overnight courier; (ii) five (5) business days
after the date of posting by the United States Post Office if by mail; or (iii) when sent if given by
facsimile. Any notice, request, demand, direction, or other communication sent by facsimile
must be confirmed within forty-eight (48) hours by letter mailed or delivered. Other forms of
electronic transmission such as e-mails, text messages, and instant messages are not
acceptable manners of notice required hereunder. Notices or other communications shall be
addressed as follows:
To City:
To Consultant:
City of P_alm Springs
Attention: City Manager & City Clerk
3200 E. Tahquitz Canyon Way
Palm springs, California 92262
Telephone: (760) 323-8204
Facsimile: (760) 323-8332
LeSar Development Consultants
404 Euclid Ave. Suite 212
San Diego, CA 92114
Attention: Jennifer LeSar
Telephone: 619-236-0612
Facsimile: 619-236-0613
10.3 Integrated Agreement. This Agreement constitutes the entire understanding
between the Parties and supersedes and cancels all prior negotiations, arrangements,
agreements, representations, and understandings, if any, made by or among the Parties with
respect to the subject matter in this Agreement.
10.4 Amendment. No amendments or other modifications of this Agreement shall be
binding unless through written agreement signed by all Parties.
10.5 Severability. Whenever possible, each provision of this Agreement shall be
interpreted in such a manner as to be effective and valid under applicable law. If any provision
of this Agreement shall be determined to be invalid by a final judgment or decree of a court of
competent jurisdiction, such provision shall be ineffective only to the extent of such prohibition
16 Revised : 5/1/20
55575.18165\32900157 .2 21
or invalidity, without invalidating the reminder of that provision, or the remaining provisions of
this Agreement unless the invalid provision is so material that its invalidity deprives either Party
of the basic benefit of their bargain or renders this Agreement meaningless.
10.5 Successors in Interest. This Agreement shall be binding upon and inure to the
benefit of the Parties' successors and assignees.
10.6 Third Party Beneficiary. Except as may be expressly provided for in this
Agreement. nothing contained in this Agreement is intended to confer, nor shall this
Agreement be construed as conferring. any rights. including. without limitation. any
rights as a third-party beneficiary or otherwise. upon any entity or person not a party to
this Agreement.
10.7 Recitals. The above-referenced Recitals are hereby incorporated into the
Agreement as though fully set forth in this Agreement and each Party acknowledges and
agrees that such Party is bound. for purposes of this Agreement. by the same,
10.8. Corporate Authority. Each of the undersigned represents and warrants that (i)
the Party for which he or she is executing this Agreement is duly authorized and existing, (ii) he
or she is duly authorized to execute and deliver this Agreement on behalf of the Party for which
he or she is signing, (iii) by so executing this Agreement, the Party for which he or she is signing
is formally bound to the provisions of this Agreement, and (iv) the entering into this Agreement
does not violate any provision of any other Agreement to which the Party for which he or she is
signing is bound.
10.9 Counterparts. This Agreement may be signed in counterparts, each of which
shall constitute an original.
[SIGNATURES ON NEXT PAGE]
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55575.18165\32900157 .2 22
SIGNATURE PAGE TO PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE CITY OF
PALM SPRINGS AND [***INSERT NAME***]
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the dates stated below .
Date : __________ _
APPROVED AS TO FORM:
By:----------
Jeffrey S. Ballinger,
City Attorney
APPROVED BY CITY COUNCIL:
Date: ___ Agreement No. __
"CITY"
City of Palm Springs
By:------------
David H. Ready, PhD
City Manager
ATTEST
By: __________ _
Anthony Mejia,
City Clerk
Corporations require two notarized signatures . One signature must be from Chairman of Board, President, or any Vice President. The
second signature must be from the Secretary, Assistant Secretary, Treasurer, Assistant Treasurer, or Chief Financial Officer.
CONSULTANT NAME:
Check one _ Individual _ Partnership_ Corporation
Address
By ______________ _ By ________________ _
Signature (Notarized) Signature (Notarized)
18 Revised: 5/1/20
55575 .18165\32900157.2 23
24
EXHIBIT "A"
SCOPE OF SERVICES
SCOPE OF WORK, SERVICES, AND OBJECTIVES:
Affordable Housing
• Participate in negotiation and review of affordable housing agreements, pro forma analysis,
design, entitlement requirements, land acquisition, and land disposition.
• Identify sites and opportunities for affordable housing projects; develop and review strategies for
affordable housing with sub-committee; identify willing property owners to participate in
affordable housing projects;
• Prepare and issue requests for proposals, requests for qualifications, notices of funding
availability; evaluate and . analyze proposals; select affordable housing partners; refine and
revise project scope as needed; apply for and secure necessary project resources if necessary;
negotiate agreements; review draft deal points and agreements with sub-committee and senior
staff; prepare staff report to recommend project approval; prepare documents for execution;
facilitate execution of agreements.
• Facilitate and negotiate grants, loan agreements, and other contracts with public, non-profit
and/or private developers; assist citizens, non-profits, advisory bodies, staff and others seeking
financial assistance with community-wide housing, special needs housing and community
development programs.
• Resolve issues with landlords and/or tenants with reference to the PS Rent Review Ordinance,
Fair Housing or the State Landlord Tenant Handbook.
• Ensure, monitor, and implement compliance with all Federal and State laws, rules, regulations,
and other compliance programs that may affect housing programs; inform management of
changes and make adjustments to relevant programs.
• Provide technical assistance to outside government agencies, business organizations (for-profit
and non-profit) and other stakeholders of the community in implementing housing and
community development programs.
• Respond to and oversee special existing housing subsidy and housing-related programs audit
authorities.
• Formulate, present, and recommend policies and implementation strategies; plan and assist
with affordable housing projects, neighborhood revitalization, rehabilitation, homebuyer
assistance, relocation, affordable housing preservation, and rental assistance activities;
oversees rehabilitation projects with eligible homeowners and landlords, assure quality
subsidized rental housing.
Homeless Services
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25
• Coordinate, and administer the City's homeless services; develop and implement goals,
objectives, policies, and priorities for homeless services programs;
• Possess operational understanding and familiarity with Homeles$ Management Information
Systems, Coordinated Entry Systems, and Continuums of Care.
• Develop homeless assistance program (i.e. voucher assistance, homeless youth assistance,
permanent supportive housing, bridge housing) criteria and parameters; review program with
sub-committee and City Council; initiate and monitor program activities;
• Monitor and coordinate homeless outreach teams, and services; coordinate with law
enforcement officers; review service provider reports; prepare consolidated reports for sub-
committee and stakeholders; review and process requests for payment; and, coordinate service
funding with funding agencies;
• Draft requests for proposals, requests for qualifications, and notices of funding availability for
homeless services projects and programs; review qualifications of potential partners; negotiate
agreements; prepare documents for execution; facilitate execution of agreements.
• Coordinate City participation in annual Point in Time Count.
• Coordinate and leverage financial assistance and homeless services with other government
agencies, non-profit organizations, community resources, and other programs
• Effectively interface and serve as liaison with City staff and departments, businesses, and
residents regarding homeless resources, and other community programs.
Affordable Housing and Homelessness Program and Resource Development
• Apply for grants and other funding and partnership opportunities.
• Plan, develop, and monitor programs, projects, legislation, and other opportunities for
preservation, development, financing and funding, for affordable housing and homeless
projects, programs, activities, and services.
• Assure record management in accordance with legal requirements and city policy; represent the
City in relations with the community, local, state, and federal agencies, and professional
organizations.
Administration
• Maintain agreement files and facilitate City obligations.
• Ensure City obligations are met; monitor projects; maintain loan, grant, regulatory agreement,
and DOA files.
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26
• Maintain and monitor awardee contracts and agreements for compliance; establish inventory of
affordable units, affordability levels, and affordability expiration.
• Assist in the development and coordination of the department budget; approve, track, and
monitor expenditures as required.
• Assist in the development and implementation of goals, objectives, policies, procedures, and
work standards for the department; monitor revisions and implementation programs of City's
adopted Housing Element.
• Conduct a variety of operational studies and reports; recommend modifications to assigned
programs, policies, and procedures as appropriate; prepare and create proposals, make
presentations, prepare and present staff reports, policies, ordinances, and other necessary
written and oral correspondence.
• Create and maintain relevant portions of department website.
• Participate in programs and initiatives as assigned; provide guidance on assigned programs;
serve as staff on a variety of boards, commissions, and committees.
• Respond to public inquiries and complaints in a courteous manner; provide information within
the area of assignment; resolve complaints in an efficient and timely manner.
• Perform other duties and responsibilities as required.
The City estimates that the project will take approximately 4 YEARS to complete
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EXHIBIT "B"
CITY'S REQUEST FOR PROPOSALS
CITY OF PALM SPRINGS, CA
STATEMENT OF QUALIFICATIONS (SQQ) #04-21
HOUSING CONSULT ANT SERVICES
Statements of Qualifications (SQQ 04-21 ), for professional services for a Housing Consultant Services
for the City of Palm Springs, CA, (hereinafter the "SQQ") will be received at the Office of Procurement &
Contracting, 3200 East Tahquitz Canyon Way, Palm Springs, California, until 3:00 P.M. LOCAL TIME,
TUESDAY, FEBRUARY 9, 2021. It is the responsibility of the respondent to see that any submittal
sent through the mail, or by any other delivery method, shall have sufficient time to be received by this
specified date and time. The receiving time in the Procurement Office will be the governing time for
acceptability of submittals. Telegraphic, telephonic, faxed or emailed submittals will not be accepted.
Late submittals will be returned unopened. Failure to register for this SQQ process per the instructions
in the Notice Inviting Statements of Qualifications (under "Obtaining SQQ Documents") may result in
not receiving Addenda or other important information pertaining to this process. Failure to
acknowledge Addenda may render a submittal as being non-responsive or negatively impact the
evaluation of a submittal. We strongly advise that interested firms officially register per the
instructions in the Notice .
1. PURPOSE AND SCHEDULE: The City of Palm Springs is requesting statements of
qualifications from qualified professional firms to provide the City with a Housing Consultant Services
as more fully described herein.
SCHEDULE:
Notice requesting Statements of Qualifications posted and issued ..................... January 7, 2021
Deadline for receipt of Questions ......................... TUESDAY, FEBRUARY 2, 2021, 3:00 P.M.
Deadline for receipt of Submittals ......................... TUESDAY, FEBRUARY 9, 2021, 3:00 P.M.
Short List/ Interviews/ *if desired by City ........................................................... to be determined
Contract awarded by City Council. ..................................................................... to be determined
NOTE: There will NOT be a pre-submittal conference for this procurement.
*Dates above are subject to change.
"KEY" TO SQQ ATTACHMENTS:
ATTACHMENT "A"-Signature Authorization Form, including Addenda acknowledgment. *Must
be completed and included with Qualifications Submittal electronic file #1.
ATTACHMENT "B" -Non Collusion Affidavit Form. *Must be completed and included with
Qualifications Submittal electronic file #1.
ATTACHMENT "C" -Cost/Rates Submittal Form. *Must be completed and included in a
separate electronic file #2 -do NOT include this with your Qualifications Submittal electronic
file #1.
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ATTACHMENT "D" -No Conflict of Interest and Non-Discrimination Form. *Must be completed
and included with Qualifications Submittal electronic file #1.
ATTACHMENT "E" -Public Integrity Business Disclosure Form. *Must be completed and
included with Qualifications Submittal electronic file #1
ATTACHMENT "F" -Sample boilerplate Contract Services Agreement (for reference ~nly)
2. BACKGROUND:
The City of Palm Springs requires a consultant to administer a wide variety of programs and projects to
ensure a comprehensive approach to affordable housing and homeless services programs within the
City in accordance with Federal regulations, policies and procedures; coordinate, develop, and
administer affordable housing opportunities, housing rehabilitation opportunities, new low and moderate
income housing projects, homeless and related supportive services programs, and perform a variety of
tasks in the development and implementation of goals and objectives in support of assigned community
development programs.
3. SCOPE OF WORK, SERVICES, AND OBJECTIVES:
Affordable Housing
• Participate in negotiation and review of affordable housing agreements, pro forma analysis,
design, entitlement requirements, land acquisition, and land disposition.
• Identify sites and opportunities for affordable housing projects; develop and review strategies for
affordable housing with sub-committee; identify willing property owners to participate in
affordable housing projects;
• Prepare and issue requests for proposals, requests for qualifications, notices of funding
availability; evaluate and analyze proposals; select affordable housing partners; refine and
revise project scope as needed; apply for and secure necessary project resources if necessary;
negotiate agreements; review draft deal points and agreements with sub-committee and senior
staff; prepare staff report to recommend project approval; prepare documents for execution;
facilitate execution of agreements.
• Facilitate and negotiate grants, loan agreements, and other contracts with public, non-profit
and/or private developers; assist citizens, non-profits, advisory bodies, staff and others seeking
financial assistance with community-wide housing, special needs housing and community
development programs.
• Resolve issues with landlords and/or tenants with reference to the PS Rent Review Ordinance,
Fair Housing or the State Landlord Tenant Handbook.
• Ensure, monitor, and implement compliance with all Federal and State laws, rules, regulations,
and other compliance programs that may affect housing programs; inform management of
changes and make adjustments to relevant programs.
• Provide technical assistance to outside government agencies, business organizations (for-profit
and non-profit) and other stakeholders of the community in implementing housing and
community development programs.
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29
• Respond to and oversee special existing housing subsidy and housing-related programs audit
authorities.
• Formulate, present, and recommend policies and implementation strategies; plan and assist
with affordable housing projects, neighborhood revitalization, rehabilitation, homebuyer
assistance, relocation, affordable housing preservation, and rental assistance activities;
oversees rehabilitation projects with eligible homeowners and landlords, assure quality
subsidized rental housing.
Homeless Services
• Coordinate, and administer the City's homeless services; develop and implement goals,
objectives, policies, and priorities for homeless services programs;
• Possess operational understanding and familiarity with Homeless Management Information
Systems, Coordinated Entry Systems, and Continuums of Care.
• Develop homeless assistance program (i.e. voucher assistance, homeless youth assistance,
permanent supportive housing, bridge housing) criteria and parameters; review program with
sub-committee and City Council; initiate and monitor program activities;
• Monitor and coordinate homeless outreach teams, and services; coordinate with law
enforcement officers; review service provider reports; prepare consolidated reports for sub-
committee and stakeholders; review and process requests for payment; and, coordinate service
funding with funding agencies;
• Draft requests for proposals, requests for qualifications, and notices of funding availability for
homeless services projects and programs; review qualifications of potential partners; negotiate
agreements; prepare documents for execution; facilitate execution of agreements.
• Coordinate City participation in annual Point in Time Count.
• Coordinate and leverage financial assistance and homeless services with other government
agencies, non-profit organizations, community resources, and other programs
• Effectively interface and serve as liaison with City staff and departments, businesses, and
residents regarding homeless resources, and other community programs.
Affordable Housing and Homelessness Program and Resource Development
• Apply for grants and other funding and partnership opportunities.
• Plan, develop, and monitor programs, projects, legislation, and other opportunities for
preservation, development, financing and funding, for affordable housing and homeless
projects, programs, activities, and services.
• Assure record management in accordance with legal requirements and city policy; represent the
City in relations with the community, local, state, and federal agencies, and professional
organizations.
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30
Administration
• Maintain agreement files and facilitate City obligations.
• Ensure City obligations are met; monitor projects; maintain loan, grant, regulatory agreement,
and DOA files.
• Maintain and monitor awardee contracts and agreements for compliance; establish inventory of
affordable units, affordability levels, and affordability expiration.
• Assist in the development and coordination of the department budget; approve, track, and
monitor expenditures as required.
• Assist in the development and implementation of goals, objectives, policies, procedures, and
work standards for the department; monitor revisions and implementation programs of City's
adopted Housing Element.
• Conduct a variety of operational studies and reports; recommend modifications to assigned
programs, policies, and procedures as appropriate; prepare and create proposals, make
presentations, prepare and present staff reports, policies, ordinances, and other necessary
written and oral correspondence.
• Create and maintain relevant portions of department website.
• Participate in programs and initiatives as assigned; provide guidance on assigned programs;
serve as staff on a variety of boards, commissions, and committees.
• Respond to public inquiries and complaints in a courteous manner; provide information within
the area of assignment; resolve complaints in an efficient and timely manner.
• Perform other duties and responsibilities as required.
The City estimates that the project will take approximately 4 YEARS to complete.
4. SUBMITTAL REQUIREMENTS:
Please note: this SQQ cannot identify each specific, individual task required to successfully and
completely implement this project. The City of Palm Springs relies on the professionalism and
competence of the selected firm to be knowledgeable of the general areas identified in the scope of
work and will incorporate in the final agreement with the selected firm from this process all required
tasks and subtasks, personnel commitments, man-hours, direct and indirect costs, etc. The City of
Palm Springs will not approve amendments or change orders to the selected firm's agreement which do
not involve a substantial change from the general scope of work identified in this SQQ.
5. SELECTION PROCESS: The City of Palm Springs is utilizing a Qualifications Based Selection
process to select a firm to provide the services requested by this SQQ. The City shall review the
submittals submitted in reply to this SQQ and may select a firm based upon the written submittal only,
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31
or a limited number of firms may be short-listed and invited to make a formal presentation and attend
an interview at a future date and the evaluation committee will then select the firm to be recommended.
The format, selection criteria and date of the presentation and interview (if any) will be established at
the time of short-listing. Preparation of submittals in reply to this SOQ, and participation in any future
presentation or interview is at the sole expense of the firms responding to this SQQ.
6. SU BM ITT AL EV ALU A Tl ON CRITERIA: This solicitation has been developed in the "Statement
of Qualifications" (SOQ) format. Accordingly, firms should take note that the City will consider multiple
criteria in selecting the most qualified firm. Consistent with CA Government Code Section 4525/4526
and Municipal Code 7.04.050 for the acquisition of Professional Services, price is NOT an evaluation
criteria. Cost/Rate submittals submitted in separate sealed envelopes are not opened, nor considered
during evaluations. Upon selection of the most qualified firm, the associated Cost/Rates submittal will
be used as a basis for contract negotiations to establish a total cost for the project. A contract shall be
negotiated on the basis of fair and reasonable and mutually agreed upon project costs and time
requirements. Should successful negotiations not occur with the highest ranked firm, the City may, at
its sole discretion, choose to enter into negotiations with the second highest ranked firm, and so on.
PRIOR CITY WORK: If your firm has prior experience working with the City DO NOT assume this prior
work is known to all members of the evaluation committee. All firms are evaluated on the information
contained in their proposal, information obtained from references (including the city and past
performance if applicable), and presentations if requested. All proposals should be prepared as if the
evaluation committee members have no knowledge of the firm, their qualifications or past projects.
An Evaluation Committee, using the following evaluation criteria for this SOQ, will evaluate all
responsive submittals to this SOQ. Firms are requested to submit their submittals so that they
correspond to and are identified with the following specific evaluation criteria (100 Total Points
possible):
A. Project Team (30 Points):
1. Indicate whether the project team is composed of a group of individuals or a firm(s).
2. Identify the key staff person responsible for general project management.
3. All project team member names, resumes, and professional titles including all
professional credentials and degrees, names and addresses of the institutions that
granted the credentials and degrees and dates they were granted.
4. Describe the specific responsibility each team member will have on the project.
5. If respondent is a firm, please describe how the firm is organized and how resources
will be utilized for this project..
B. Experience on similar work (35 Points):
1. Provide a statement of understanding of the project.
2. Detail previous experience preparing housing consultant services for cities similar in
size to Palm Springs.
3. Indicate how the team's experience relates to the Scope of Services requested.
4. Work Product Examples:
Please include, as an appendix to the Qualifications submittal, brief excerpts of
relevant completed work products for the consultant team and all sub-consultants or
other experts that the team intends to engage on this project. *Note that these brief
work product examples will not count toward the submittal page limit described
below.
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C. Public Outreach (25 Points):
1. Detail previous experience facilitating public participation and working with city
commissions and committees as part of a housing consultant services process.
Include information on how priorities were measured and detail methods of public
outreach beyond attendance at meetings. Describe how you have used social media
or other electronic means as a way to engage citizens in a housing consultant
services process.
D. References (10 Points):
1. List five (5) public sector clients including three (3) of the most recent and relevant
with whom similar, comparable services have been performed. Include name,
mailing address, current telephone number and valid email address of the principal
contact. Provide a brief description of the service provided and the dates of the work
provided.
7. SUBMITTAL CONTENTS: Firms are requested to format their submittals so that responses
correspond directly to, and are identified with, the specific evaluation criteria stated in Section 6 above.
The submittals must be in an 8 ½ X 11 format, minimum 1 Opt font size, minimum ¾" margins,
and may be no more than a total of thirty (30) electronic pages, including cover letters, organization
charts, staff resumes, appendices, and any exceptions to the language in the sample agreement, or to
the insurance requirements. NOTE: Front and Back Covers, Dividers, Attachments "A", "B", "D" and "E"
and Addenda acknowledgments, and the Cost/Rates Proposal (*in a separate electronic file) do NOT
count toward the limit (everything else does).
YOU MUST UPLOAD TWO (2) SEPARATE FILES -ONE WITH THE QUALIFICATIONS, AND ONE
WITH THE COST/RATES. EACH FILE IS TO BE LABELED WITH THE SQQ #, FIRM NAME, AND
EITHER "WORK PROPOSAL" OR "COST/RATES". FOR EXAMPLE: "SQQ 13-20, JONES CO.,
WORK PROPOSAL" and "SQQ 13-20, JONES CO., COST/RATES". YOU MUST FOLLOW THE
EXAMPLE TO LABEL YOUR FILES -FAILURE TO DO SO MAY RESULT IN YOUR PROPOSAL
BEING LOST OR REJECTED. NOTE THAT YOU CAN'T USE ANY SPECIAL CHARACTERS IN
NAMING YOUR FILES-ONLY COMMAS AND DASHES MAY BE USED. ANY OTHER SPECIAL
CHARACTERS IN THE LABEL OF YOUR ELECTRONIC FILES WILL RESULT IN TRANSMISSION
FAILURE AND REJECTION OF YOUR PROPOSAL.
ELECTRONIC SUBMISSIONS SHALL BE UPLOADED TO THE FOLLOWING SITE VIA THE LINK
BELOW. ALL SUBMISSIONS MUST BE TIME DATE STAMPED BY THE SYSTEM AS BEING
RECEIVED BY THE DEADLINE. LATE SUMBISSIONS WILL BE REJECTED.
TO UPLOAD YOUR TWO (2) SEPARATE FILE SUBMISSIONS IN RESPONSE TO THIS SQQ GO
TO:
https://spaces.hiqhtail.com/uplink/Procurement
Submittals not meeting the above criteria may be found to be non-responsive.
EACH PROPOSAL PACKAGE MUST INCLUDE TWO (2) SEPARATE ELECTRONIC FILES:
ELECTRONIC FILE #1, clearly marked as per the directions above, shall include the following
items:
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Responses, in order, to All Criteria Items A thru E described above in Section 6, plus:
• Completed Signature authorization and Addenda Acknowledgment (see Attachment A)
• Completed Affidavit of Non-Collusion (see Attachment B)
• Completed No Conflict of Interest and Non-Discrimination Form (Attachment D)
• Completed Public Integrity Business Disclosure Form (Attachment E)
ELECTRONIC FILE #2, clearly marked "Cost/Rates Submittal", shall include a fully completed
and signed "Cost/Rates Submittal" form, Attachment "C", as provided by the City.
• List the hourly rate for all classifications of personnel who may work this project.
• List the hourly rate for all classifications of personnel of sub consultants who may work on this
project.
• List any reimbursable expenses the City may incur.
• List any additional costs, such as drive time, that the City may incur in conjunction with the
performance.
• Do NOT include Attachments "A", "B", "D, or "E" in the Cost/Rates Submittal, Electronic File
#2. Attachments ''A': "B': "D" and "E" are to be included in Electronic File #1, "Qualifications
Submittal".
DEADLINE FOR SUBMISSIONS: Submittals will be electronically received via the link provided in
this RFP by the Procurement and Contracting Department until 3:00 P.M. LOCAL TIME, TUESDAY,
FEBRUARY 9, 2021. The receiving time date stamp in the electronic file database will be the
governing time for acceptability of submittals. Paper submittals, or submittals sent by any other means,
or to any other electronic file or email address other than the link provided in this RFP will NOT be
accepted. Late submittals will be returned unopened. Submittals shall be clearly marked per the
instructions provided and submitted electronically to:
https://spaces.hightail.com/uplink/Procurement
QUESTIONS: Firms, their representatives, agents or anyone else acting on their behalf are specifically
directed NOT to contact any city employee, commission member, committee member, council member,
or other agency employee or associate for any purpose related to this SQQ other than as directed
below. Contact with anyone other than as directed below WILL be cause for rejection of a
submittal.
Any questions, technical or otherwise, pertaining to this SQQ must be submitted IN WRITING and
directed ONLY to:
City of Palm Springs
Procurement and Contracting Department
3200 E. Tahquitz Canyon Way
Palm Springs, CA 92262
Attn: Leigh Gileno, CPPB Procurement & Contracting Manager, Acting
QUESTIONS: Firms, their representatives, agents or anyone else acting on their behalf are specifically
directed NOT to contact any city employee, commission member, committee member, council member,
or other agency employee or associate for any purpose related to this SQQ other than as directed
below. Contact with anyone other than as directed below WILL be cause for rejection of a
submittal.
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Any questions, technical or otherwise, pertaining to this SOQ must be submitted IN WRITING and
directed ONLY to:
Leigh Gileno, CPPB Procurement & Contracting Manager, Acting
Procurement and Contracting Department
3200 East Tahquitz Canyon Way
Palm Springs, CA 92262
via FAX (760) 323-8238
or via EMAIL: Leigh.Gileno@palmspringsca.gov
Interpretations or clarifications considered necessary in response to such questions will be resolved by
the issuance of formal Addenda to the SQQ. The deadline for all questions is 3:00 P.M., Local Time,
TUESDAY, FEBRUARY 2, 2021. Questions received after this date and time may not be answered.
Only questions that have been resolved by formal written Addenda via the Department of Procurement
and Contracting will be binding . Oral and other interpretations or clarifications will be without legal or
contractual effect.
FORM OF AGREEMENT: The selected firm will be required to enter into a contractual agreement,
inclusive of insurance requirements, with the City of Palm Springs in accordance with the standard
Professional Services Agreement (see Attachment "F"). Please note that Exhibits A, B, C, D and E
are intentionally not complete in the attached document. These exhibits will be negotiated with the
selected firm, and will appear in the final Professional Services Agreement executed between the
parties. Requested changes to the Professional Services Agreement may not be approved, and the
selected firm must ensure that the attached document will be executed.
We specifically draw your attention to the language in the sections of the sample contractual
agreement attached entitled "Conflict of Interest" and "Covenants Against Discrimination" and
recommend all firms carefully consider these contractual requirements prior to submitting a submittal in
response to this SQQ. Firms that submit a submittal in response to this SQQ shall certify the following:
a) Conflict of Interest. Consultant acknowledges that no officer or employee of the City has or
shall have any direct or indirect financial interest in this Agreement nor shall Consultant enter
into any agreement of any kind with any such officer or employee during the term of this
Agreement and for one year thereafter. Consultant warrants that Consultant has not paid or
given, and will not pay or give, any third party any money or other consideration in exchange for
obtaining this Agreement.
b) Covenant Against Discrimination. ·1n connection with its performance under this Agreement,
Contractor shall not discriminate against any employee or applicant for employment because of
actual or perceived race, religion, color, sex, age, marital status, ancestry, national origin (i.e.,
place of origin, immigration status, cultural or linguistic characteristics, or ethnicity), sexual
orientation, gender identity, gender expression, physical or mental disability, or medical
condition (each a "prohibited basis"). Contractor shall ensure ·that applicants are employed, and
that employees are treated during their employment, without regard to any prohibited basis. As
a condition precedent to City's lawful capacity to enter this Agreement, and in executing this
Agreement, Contractor certifies that its actions and omissions hereunder shall not incorporate
any discrimination arising from or related to any prohibited basis in any Contractor activity,
including but not limited to the following: employment, upgrading, demotion or transfer;
recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of
compensation; and selection for training, including apprenticeship; and further, that Contractor is
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in full compliance with the prov1s1ons of Palm Springs Municipal Code Section 7.09.040,
including without limitation the provision of benefits, relating to non-discrimination in city
contracting.
Failure or refusal to enter into an Agreement as herein provided or to conform to any of the stipulated
requirements in connection therewith shall be just cause for an annulment of the award. If the highest
ranked Proposer refuses or fails to execute the Agreement, or negotiations are not successful, or the
agreement is terminated, the City may, at its sole discretion, enter negotiations with and award the
Contract to the second highest ranked Proposer, and so on.
The term of the agreement that is awarded as a result of this SQQ shall be in effect for four (4) YEARS,
unless mutually extended by the parties.
AWARD OF CONTRACT: It is the City's intent to award a contract to the firm that can provide all of
the services identified in the SQQ document. However, the City reserves the right to award a contract
to multiple Respondents or to a single Respondent, or to make no award, whichever is in the best
interest of the City. It is anticipated that award of the contract will occur at the next regularly scheduled
City Council meeting after the evaluation committee has made its final selection of the firm to be
recommended for award and a contract has been negotiated and agendized for consideration. The
decision of the City Council will be final.
RIGHT TO ACCEPT OR REJECT SU BM ITT ALS: The City of Palm Springs reserves the right to waive
any informality or technical defect in a submittal and to accept or reject, in whole or in part, any or all
submittals and to cancel all or part of this SQQ and seek new submittals, as best serves the interests of
the City. The City furthermore reserves the right to contract separately with others certain tasks if
deemed in the best interest of the City.
INSURANCE: Insurance provisions are contained in the Standard Contract Services sample
agreement included in the SQQ. The successful Proposer will be required to comply with these
provisions. It is recommended that Proposers have their insurance provider review the insurance
provisions BEFORE they submit their submittal.
RESPONSIBILITY OF PROPOSER: All firms responding to this SQQ shall be responsible. If it is
found that a firm is irresponsible (e.g., has not paid taxes, is not a legal entity, submitted an SQQ
without an authorized signature, falsified any information in the submittal package, etc.), the submittal
shall be rejected.
PUBLIC RECORD: All documents submitted in response to this solicitation will become the property of
the City of Palm Springs and are subject to the California Code Section 6250 et seq., commonly known
as the Public Records Act. Information contained in the documents, or any other materials associated
with the solicitation, pursuant to CA Government Code 6255 during the negotiation process, may be
made public after the City's negotiations are completed, and staff has agendized a recommendation to
the City Council for the award of a contract to a specific firm, but before final action is taken by the City
Council to award the contract.
Although the California Public Records Act ("CPRA") recognizes that certain confidential trade secret
information may be protected from disclosure, the City may not be in a position to establish that the
information submitted in a submittal is a trade secret. If a request is made for information marked
"Confidential," "Trade Secret", "Proprietary," or any other similar designation, the City will provide the
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party submitting such information with reasonable notice to allow the party to seek protection from
disclosure by a court of competent jurisdiction.
If a submitting party contends that a portion of the submittal is confidential even under the CPRA, the
party: 1) must clearly label each document and/or page deemed a confidential document 2) the legal
rationale supporting such contention including specific references to applicable provisions of the Public
Records laws of the State 3) must actively defend against any request for disclosure of information
which the party has determined should not be released, and 4) must indemnify and hold harmless the
City from any loss, claim or suit, including attorneys' fees, brought by a person challenging the City's
refusal to release the documents. The City will not, under any circumstances, incur any expenses, or be
responsible for any damages or losses incurred by a party submitting a submittal or any other person or
entity, because of the release of such information. The City will not return the original or any copies of
the submittal or other information or documents submitted to the City as part of this SQQ process.
NOTE THAT THE CITY MAY NOT RECOGNIZE SUBMITTALS WHERE ALL OF THE
INFORMATION, VIA A BLANKET STATEMENT, IS SUBMITTED AS PROPRIETARY
INFORMATION OR A TRADE SECRET. SUCH SUBMITTALS MAY BE FOUND NON-
RESPONSIVE.
COST RELATED TO SUBMITTAL PREPARATION: The City will NOT be responsible for any costs
incurred by any firm responding to this SQQ in the preparation of their submittal or participation in any
presentation if requested, or any other aspects of the entire SQQ process.
COMPLIANCE WITH LAW: Proposer warrants that all Services rendered shall be performed in
accordance with all applicable federal, state, and local laws, statutes, ordinances lawful orders, rules,
and regulations.
LICENSES, PERMITS, FEES, AND ASSESSMENTS: Proposer represents and warrants to City that it
will obtain all licenses, permits, qualifications, and approvals of whatever nature that are legally
required to practice its profession and perform the Work and Services requested in this SOQ. Proposer
represents and warrants to City that Proposer shall, at its sole cost and expense, keep in effect at all
times during the term of th~ Agreement if so awarded, any license, permit, qualification, or approval that
is legally required for Proposer to perform the Work and Services under the Agreement if so awarded.
Proposer shall have the sole obligation to pay for any fees, assessments, and taxes, plus applicable
penalties and interest, which may be imposed by law and arise from or are necessary for the
Proposer's performance of the Work and Services required under the Agreement if so awarded.
Proposer shall indemnify, defend, and hold harmless City against any such fees, assessments, taxes
penalties, or interest levied, assessed, or imposed against City to the fullest extent permitted by law.
BUSINESS LICENSE: The selected firm will be required to be licensed in accordance with the City of
Palm Springs Business License Ordinance, Municipal Code Chapter 3.40 through 3.96, entitled
"Business Tax".
INVESTIGATIONS: The City reserves the right to make such investigations as it deems necessary to
determine the ability of the firms responding to this SQQ to perform the Work and the firm shall furnish
to the City all such information and data for this purpose as the City may request. The City reserves
the right to reject any submittal if the evidence submitted by or investigation of such firm fails to satisfy
the City that such firm is properly qualified to carry out the obligations of the Contract and to complete
the Work contemplated therein.
Page 32 of 83
37
SU BM ITT ALS TO REMAIN OPEN: The Proposer shall guarantee that all contents of their submittal
shall be valid for a period of 120 calendar days from the due date of submittals.
OTHER PUBLIC AGENCY "PIGGYBACK" CLAUSE": It is intended that any other public agency, at
the mutual consent of both parties and consistent with the public agency's policies and procedures, be
permitted to purchase under the terms submitted in response to this procurement. Any participating
agency shall take sole responsibility for the placing of orders, arranging for delivery and or services,
and making payments to the vendor, contractor, or consultant. The City of Palm Springs will not be
liable or responsible for any obligations, including but not limited to financial responsibility, in
connection with the participation by other public agencies.
SIGNED SU BM ITT AL AND EXCEPTIONS: Submission of a signed submittal will be interpreted to
mean that the firm responding to this SQQ has hereby agreed to all the terms and conditions set forth
in all of the sheets which make up this Statement of Qualifications, and any attached sample
agreement. Exceptions to any of the language in either the SQQ documents or attached sample
agreement, including the insurance requirements, must be included in the submittal and clearly defined.
Exceptions to the City's SQQ document or standard boilerplate language, insurance requirements,
terms or conditions may be considered in the evaluation process; however, the City makes no
guarantee that any exceptions will be approved.
Page 33 of83
38
ATTACHMENT "A"
*THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR QUALIFICATIONS
SU BM ITT AL (Envelope #1 )*
REQUESTS FOR STATEMENTS OF QUALIFICATIONS (SQQ) #04-21
HOUSING CONSUL TANT SERVICES
SIGNATURE AUTHORIZATION
NAME OF COMPANY (PROPOSER):
BUSINESS
ADDRESS: _____________________________ _
TELEPHONE: _______ CELL PHONE _______ FAX _______ _
CONTACTPERSON EMAIL ADDRESS _________ _
A. I hereby certify that I have the authority to submit this Submittal to the City of Palm
Springs for the above listed individual or company. I certify that I have the authority to
bind myself/this company in a contract should I be successful in my submittal.
PRINTED NAME AND TITLE
SIGNATURE AND DATE
B. The following information relates to the legal contractor listed above, whether an
individual or a company. Place check marks as appropriate:
1. If successful, the contract language should refer to me/my company as:
__ An individual;
__ A partnership, Partners' names: ____________ _
__ A company;
__ A corporation If a corporation, organized in .the state of: ___ _
2. My tax identification number is: ______________ _
ADDENDA ACKNOWLEDGMENT:
Acknowledgment of Receipt of any Addenda issued by the City for this SOQ is required by including the
acknowledgment with your submittal. Failure to acknowledge the Addenda issued may result in your
submittal being deemed non-responsive.
In the space provided below, please acknowledge receipt of each Addenda:
Addendum(s) # ______ is/are hereby acknowledged.
Page 34 of83
39
ATTACHMENT "B"
*THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR QUALIFICATIONS
SU BM ITT AL (Envelope #1 )*
NON-COLLUSION AFFIDAVIT TO BE EXECUTED BY BIDDER AND NOTARIZED
AND SUBMITTED WITH BID
STATE OF CALIFORNIA) ss
COUNTY OF RIVERSIDE)
The undersigned, being first duly sworn, deposes and says that he or she is
______________ _.._,~------------+-the party making
the foregoing Submittal. That the Submittal is not made in the interests of, or on the behalf of,
any undisclosed person, partnership, company, association, organization, or corporation; that
the Submittal is genuine and not collusive or sham; that the Proposer has not directly or
indirectly induced or solicited any other Proposer to put in a false or sham Submittal, and has
not directly or indirectly colluded, conspired, connived, or agreed with any Proposer or anyone
else to put in a sham Submittal, or that anyone shall refrain from Proposing; that the Proposer
has not in any manner, directly or indirectly, sought by agreement, communication, or
conference with anyone to fix the Submittal price of the Proposer or· any other Proposer, or to
fix any overhead, profit, or cost element of the Submittal price, or of that of any other
Proposer, or to secure any advantage against the public body awarding the contract of anyone
interested in the proposed contract; that all statements contained in the Submittal are true;
and, further, that the Proposer has not, directly or indirectly, submitted his or her Submittal
price or any breakdown thereof, or the contents thereof, or divulged information or data
relative thereof, or paid, and will not pay, any fee to any corporation, partnership, company,
association, organization, Submittal depository, or any other member or agent thereof to
effectuate a collusive or sham Submittal.
Title:
Subscribed and sworn to before me this day of , 2021.
Page 35 of83
40
ATTACHMENT "C"
*THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR COST SUBMITTAL
(Envelope #2)*
COSTPROPOSAURATES
STATEMENT OF QUALIFICATIONS (SOQ #04-21)
HOUSING CONSUL TANT SERVICES
Responding to Statement of Qualifications SQQ 04-21 for providing a Housing Consultant
Services, I/WE the undersigned will accept the following hourly rates and other costs as defined,
for providing the services as defined within the Scope of Services:
PRIME CONSULTANT PERSONNEL CLASSIFICATIONITITLE: HOURLY RATE:
$
$
$
$
$
$
$
$
$
$
SUB CONSULTANT PERSONNEL CLASSIFICATIONITITLE: HOURLY RATE:
$
$
$
$
$
$
$
$
$
$
Reimbursable Expenses the City will be charged (if any) must be identified below: (note
that consultants may not charge the city for any expenses that are not defined this
Page 36 of83
41
Cost/Rates Submittal and included in the final Schedule of Compensation as mutually
agreed to in the contract, if awarded*).
REIMBURSABLE EXPENSE: Cost/Rate:
$
$
$
$
$
Any other expenses, not otherwise defined above, that the City would be charged in the
performance of the scope of services (if any) must be identified below: (note that
consultants may not charge the city for any expenses that are not defined this
Cost/Rates Submittal and included in the final Schedule of Compensation as mutually
agreed to in the contract, if awarded*).
OTHER EXPENSES: Cost/Rate:
$
$
$
$
$
All Costs/Rates are to remain FIXED for the term of the agreement.
NOTE: This page MUST be manually signed.
Certified by:
Firm Name
Signature of Authorized Person
Printed Name
Title Date
SOQ #04-21
HOUSING SERVICES CONSULTANT
ADDENDUM NO. 1
Page 37 of83
42
This Addendum is being issued for the following changes and informational items:
THE FOLLOWING REVISIONS AND/OR ADDITIONS TO THE SPECIFICATIONS AND
INSTRUCTIONS ARE TO BE INCLUDED IN THE ORIGINAL DRAWINGS AND
SPECIFICATIONS. THIS ADDENDUM SHALL TAKE PRECEDENCE OVER
ANYTHING CONTRARY ON THE PREVIOUSLY ISSUED SPECIFICATIONS AND
INSTRUCTIONS AND SHALL BE REFERRED TO HEREINAFTER AS PART OF THE
CONTRACT DOCUMENTS.
The City has received the following questions and is hereby providing answers thereto:
01: Given pandemic restrictions, is the City waiving the notary requirement for the
Attachment A: Signature Authorization form?
A1: Attachment A does not need to be notarized.
02: The SQQ is unclear if a single vendor is sought for all services. Can you clarify?
A2: All services may be provided by a single vendor or by multiple vendors. The
City will review all services proposed by the potential vendors. The City reserves
the right to select more than one vendor to fill needs for all services being
sought.
Q 3: The SQQ does not address if a vendor may submit for only some of the requested
services and if so how is that to be done. Can you clarify?
A 3: Prospective vendors wishing to submit for only a portion of the requested
services should specify which services they are proposing to provide.
Q 4: The SQQ does not establish the Department's budget for these services. Can this be
provided?
A 4: At this time the City is only requesting hourly rates from each of the vendors.
Q 5: The SQQ does not state whether the Department prefers the selected vendor to perform
these services at City Hall or if they may be done remotely. Can you clarify?
A 5: The City is flexible on where services will be provided. Some activities may
involve site visits. Furthermore, existing and newly created files are to be
maintained in a central repository at City Hall.
Q 6: The SQQ requests the vendor to administer agreements and obligations of the city
without quantifying or describing the nature, scope and extent of these obligations in
sufficient detail to scale or budget services. Can we get details on the existing housing
agreements, including the restrictions and funding sources used (as applicable), as well
as the planned projects with sufficient details on the status and description of these
projects? It is impossible to know and scope the cost/rates without this information.
A 6: As stated in Section 4 (Submittal Requirements) the SOQ cannot identify each
specific, individual task required to successfully and completely implement this
Page 38 of 83
43
project. Furthermore at this time the City is only requesting hourly rates from
each of the vendors.
Should you desire, additional information on existing housing projects are
included in the City's Housing Element which can be accessed at:
https:/lwww.palmspringsca.gov/home/showdocument?id=29351
Q 7: Finally, the SOQ does not state when responses to the questions would be shared and if
all respondents are able to see questions and responses. Given the deadline is 2/9,
when can we expect to receive these responses and all questions/answers?
A 7: This addenda addresses all questions received by the 2/202021 deadline. This will
should allow sufficient time to respond to the SOQ by 2/9/2021.
Q 8: Does the City have any guidance or specific expectations regarding consultant proximity
and to what extent consultant staff is expected to be on site within the City of Palm
Springs?
A 8: Refer to answer #5
BY ORDER OF THE CITY OF PALM SPRINGS, CALIFORNIA
Ui1ft, 9iten"
Procurement & Contracting Manager, Acting
DATE: February 2, 2021
ADDENDUM ACKNOWLEDGMENT:
Proposer Firm Name:
Authorized Signature:
Date: _____ _
Acknowledgment of Receipt of Addendum 1 is required by signing and returning a copy of this
addendum with your response. Failure to acknowledge this Addendum may result in your RFP
being deemed non-responsive.
Page 39 of83
44
EXHIBIT "C"
CONSULTANT'S PROPOSAL
llll'al LE SAR DEVELOPMENT Ill.ill CONSULTANTS
SUBMITTA.L DATE:
February 9, 2021
Prepared by:
LeSar Development Consultants
www.leSarDevelopment.com
RESPONSE TO NOTICE INVITING
STATEMENTS OF QUALiFICATIONS
FROM THE CITY OF PALM SPRINGS FOR
Housing Consultant
Services
Work Proposal
SOQ 04-21
For all inquiries related to this proposal, please contact:
Craig Adelman, Senior Principal
LeSar Development Consultants
404 Euclid Ave. Suite 212, San Diego, CA 92114
Phone: 415-218-9455
Email: craig@lesardevelopment.com
Page 40 of 83
45
Cover Letter LESAR D EV EL O PME NT
CO N SU LT .A NT S
4 04 Euclid Avenue. Suite 212, San Diego . CA 921 14
(61 9 ) 2 36-061 2 (0) (6 19 ) 2 36 -061 3 (F) www.Le Sa rD ev e lop ment.c om
Dear Ms. Gileno,
LeSar Development Consultants (LDC) enthusiastically submits this Statement of Qualifications in response
to SOQ 04-21. Our firm possesses the entire combination of skills and experience to successfully ensure a
comprehensive approach to affordable housing and homeless services within the City of Palm Springs . That is
our distinct advantage as a firm and precisely why we succeed .
In particular, the opportunities and needs of the City of Palm Springs as communicated through the request for
qualifications and its anticipated scope of work are a perfect match for LDC's strengths as a firm. We combine
alignment across housing and homelessness solutions through integrated services along with deep expertise
and experience in overcoming barriers and challenges through the vast public sector, finance, and practitioner
experience of our team .
With our staff of strategic advisors , LDC specializes in working with diverse stakeholders to address complex
public policy and planning Issues, such as developing and implementing innovative housing programs,
homelessness crisis response and planning, and helping clients address locally specific issues related to
community development. We have established deep relationships with thought leaders in the public, private,
nonprofit, academic, and philanthropic sectors , and excel at aligning diverse interests to achieve lasting
change.
LDC was founded in 2005 by Jennifer LeSar and has been in business for 15 years . Craig Adelman is our Senior
Principal leading LDC's housing work and will be the Project Manager and primary contact for this project.
LDC has completed hundreds of scopes of work for public agencies, municipal governments, continua of care ,
housing developers, and real estate financiers to conduct analyses and develop strategies to strengthen local
processes and service systems and align local laws, ordinances, regulations, and permitting processes with
federal and state laws and best practices . In recent yea r s, LDC has trained the State of California's staff on
affordable housing, facilitated the creation of a groundbreaking regional housing strategy for the 9 county
Bay Area , facilitated the development of a strategic plan for the County of Riverside Continuum of Care,
developed an implementation plan for the County of Santa Barbara homelessness action plan, and completed
Consolidated Plans for many cities in California .
Our seasoned team brings the perspective and experience to help Palm Springs address its housing
affordability and homelessness needs through an approach that is centered in equity and ensures high-
functioning, accountable, and impactful oversight of activities. We are confident in our capability to exceed the
requirements of the scope of work, to foster positive communication , and to effectively address the changing
needs of the community.
Thank you for considering our proposal . We look forward to next steps .
Sincerely,
~M~
Jennifer LeSar, LDC President and CEO
Prep.ared by LcSar [R;,Ciopment Con~ultants fer the Ciiy at P:e.lm 51,lrings
Page 41 of83
46
Contents
A 1. Firm Overview ............................ 4
A2. Project Management ....................... 5
A3. Project Team Members ..................... 6
A4. Project Team Responsibilities .............. 14
AS. Description of Firm ....................... 14
B1 . Statement of Understanding of the Project .. 15
B2. Previous Experience ...................... 16
B3 . Experience Relevant to Scope of Services .... 23
B4. Work Product Examples ................... 24
C1. Previous Experience with Public Outreach ... 25
Dl. References ............................... 26
APPENDIX A: Excerpts of Work Samples ........ 28
APPENDIX B: Required Forms ................. 30
Prcp.lrcd by LcSar Development Com;ultants for the Chy· ot P::l:n Spr!ngs
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A1. Firm
Overview
LDC specializes
in working
with diverse
stakeholders to
address complex
public policy and
planning issues
LeSar Development Consultants (LDC) is a social Innovation firm focused
on systems change that provides clients with creative solutions to foster the
growth of healthy, thriving, and vibrant communities. Its mission is to end
the housing affordability and homelessness crises in California .
With its staff of strategic advisors and experienced technical experts
located in offices throughout California, LDC specializes in working with
diverse stakeholders to address complex public policy and planning issues
pertaining to housing affordability, homelessness, community development,
and adjacent sectors. We have established deep relationships with thought
leaders in the public, private, nonprofit, and philanthropic sectors statewide,
and excel at aligning diverse interests to achieve lasting change.
Founded in 2005 by Jennifer LeSar, LDC has completed hundreds of scopes
of work for public agencies, municipal governments, housing developers,
and real estate financiers to conduct analyses and develop strategies to align
local laws, ordinances, regulations, and permitting processes with federal
and state laws and best practices . In recent years, LDC has facilitated the
establishment of the Bay Area's unprecedented CASA Compact; advised
Civic San Diego (the City of San Diego's redevelopment successor agency)
on a workforce housing fund; wrote the City of Riverside's Housing First
Strategy; developed a strategic plan for the County of Riverside Continuum
of Care Board of Governance; and is currently assisting the City of Long
Beach in updating its inclusionary housing ordinance.
LDC has also worked extensively on other projects that will inform the firm's
work with the City of Palm Springs, especially as it pertains. to data gathering,
stakeholder engagement, and policy analysis. Such projects include
Consolidated Plans for the City and County of San Diego, Bakersfield, and
Phoenix; strategy sessions with San Diego-based social service providers and
religious community leaders; the City of San Diego's work plan to facilitate
transit-oriented affordable housing development; a multi-year affordable
housing action plan for Napa County; and community meetings to support
the development of 20 plans to address and prevent homelessness in Los
Angeles County.
LDC houses the capacity to fulfill the entire anticipated scope of services
within one firm, avoiding the need to complicate execution across multiple
entities.
Prep..lred by LeSar Development Con~l1 lt;mts for the C1ty at P:;;!rn Springs
Page 43 of83
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A2. Project
Management
Craig Adelman, Senior Principal
Project Role: Project Manager
Phone: 415-218-9455
Email: craig@lesardevelopment.com
Mr. Adelman will serve as the project lead and manager, coordinating
services and resources across the team and with the City. Mr. Adelman
has previously served as Deputy Director of the San Francisco Mayor's
Office of Housing and Community Development. He has extensive
project management and leadership experience with similar clients
and scopes in addition to large and complex public-private initiatives
requiring cross-sector coordination. He has direct experience and deep
subject knowledge across virtually the entire scope of work, and regularly
works in close coordination with LDC's homelessness solutions team on
coordinated scopes of work, delivering integrated solutions.
Prepa:'!d by LcSar Deveiopment Con~1ltants fer the City cf P:::hn Springs 5 !t1
Page 44 of83
49
A3. Project Team Members LESAR DEVELOPMENT
CONSULT.ANTS
Craig Adelman, Senior Principal
Project Role:
Project Lead and Manager
Over the course of a 26-year career, Mr. Adelman has been passionate about the intersection
of community, equity and capital, focusing on pushing the boundaries of systems, resources,
and strategies toward greater impact and efficiency. He began his career implementing
anti-displacement acquisition and preservation strategies for a decade in San Francisco's
Tenderloin. More recently at the Low Income Investment Fund, he led a partnership with Enterprise and Living
Cities that included a deep dive study into displacement mitigations through identifying gentrification trends at
the neighborhood scale in four major regions. Later he developed and managed a $90 million multi-disciplinary,
multi-partner national initiative (SPARCC); a leading national model for creating regional, community-driven
strategies for driving growth that benefits the full range of community. Craig has been an affordable housing
developer for much of his career and has significant public policy experience having served as deputy director
of the Mayor's Office of Housing in San Francisco. Mr. Adelman holds a degree in Architecture with Business
Administration Focus from the University of California, Berkeley.
Mitch Wippern, Senior Principal
Project Role:
Homelessness Manager and Subject Matter Expert
Mitch Wippern has over 20 years of success designing, implementing, and managing change
initiatives in public sector agencies. He led the redesign and implementation of Napa's
supportive housing and homeless services system, transforming it from an isolated, high-
barrier, low-performing system to an integrated, low-barrier, high-performing system. Mr.
Wippern also wrote and led the Implementation of Na pa's Whole Person Care Pilot and helped to develop Napa
County's No Place Like Home application. He holds a Master of Public Administration from California State
University, Hayward, and a Bachelor of Arts in Political Science from San Francisco State University.
Helmi Hisserich, Senior Principal
Project Role:
Local Agency and Public Policy, Subject Matter Expert
Helmi A. Hisserich is a distinguished leader in housing policy and development with a robust
track record of developing and scaling sustainable solutions and implementing effective
programs to address the housing and homelessness crisis in California. Ms. Hisserich excels
at aligning the interests of advocates for social change, government agencies, philanthropic,
and private capital investors. Over the arc of her career, she has advanced housing policy and development
programs in the City of Los Angeles under different administrations and worked with a wide range of civic and
community leaders while remaining focused on broad City goals amid constant change. Ms. Hisserich holds
a Bachelor of Arts degree in Comparative Literature from the University of Southern California, a Master of
Business Administration from Cornell University. In 2011, Ms. Hisserich attended Harvard Kennedy School of
Government program for Senior Officials in State and Local Government.
PrcpJred by LcSar Development Con!-Lilt;ints for the City of P:c:!rn Sµr!ngs
Page 45 of83
50
LESAR DEVELO PMENT
CO N SU LT . .A.NT S
Gabriel Speyer, Senior Principal
Project Role:
Housing Development and Finance , Subject Matter Expert
Gabriel Speyer is a Senior Principal with LeSar Development Consultants. For five years prior,
he was a Senior Project Manager in the Housing Development Department of the Tenderloin
Neighborhood Development Corporation, a high performing affordable developer in San
Francisco. During that time, he oversaw all aspects of numerous new-construction and
rehabilitation projects including entitlements, design, finance, construction and lease-up . His accomplishments
included a $96M rehabilitation of a 13-story high-rise under an innovative HUD program and 32 new units for
Transitional Aged Youth. Prior to TNDC, Gabe spent 10 years as a Senior Client Manager with Bank of America
Merrill Lynch Community Development Banking. In that role, Gabe financed over 1,000 units of affordable and
supportive housing through throughout California via LIHTC equity and construction & permanent loans. Gabe is
a Marshall Memorial Fellow and former lronman triathlete. He holds an MBA from Columbia University and a BA
in Economics from the University of California, San Diego.
Farzad Mashhood, Associate
Project Role :
Project Associate -Housing
Farzad Mashhood is an experienced communicator and urban planner with a passion for
cities and public service. Originally a journalist covering urban government. Farzad has
written for the Austin American-Statesman and the Orange County Register and his wor k has
appeared in many other newspapers around the country, Prior to joining LDC , Farzad worked abroad leading
a communication platform for an International NGO based In Haifa, Israel. He has a dual bachelor's degree In
Sociology and Philosophy from UCLA and a master's in Community and Regional Planning from The University of
Texas at Austin's School of Architecture. His academic research delved Into subjects such as affordable housing,
bicycle and pedestrian transit, and public space.
Stefan Gonzalez, Associate
Project Role:
Project Associate -Homelessness
Stefan Gonzalez has experience building innovative programs to address the unique needs of
some the most vulnerable populations. Stefan previously led the design and Implementation
of the Housing Partnerships Program at PATH 's reg ional San Diego office. This program
successfully Increased the housi ng opportunities for people experiencing homelessness
through inventive and targeted partnerships within the private rental market. Stefan has broad knowledge
of homelessness services programs, having led a large team that provided housing services to more than 10
programs like the Whole Person Wellness Pilot, Health Homes, and Rapid Rehousing . Stefan has elevated
conversations surrounding racial equity and housing justice within the homelessness services sector and was an
integral leader in PATH's statewide Diversity, Equity, and Inclusion steering process . Stefan holds a Bachelor of
Arts in International Affa i rs from Lewis & Clark College.
Prepared by LeSar De\/eiapment Con$.ultarlt$ for the Chy of P::;!m Springs. 7 l!L1
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CRAIG ADELMAN, Senior Principal
EDUCATION
Bachelor of Arts
Arch itecture with Business Administration Focus
University of California , Berkeley
PROFESSIONAL EXPERIENCE
LESAR DEVELOPMENT
CONSULT.ANTS
Over the course of a 26-year career, Mr. Adelman has been passionate about the
intersection of community, equity and capital, focusing on emergent, innovative and complex
real estate transactions, structures and programs as a means of pushing the boundaries of
insufficient systems, resources and strategies toward greater impact and efficiency.
SENIOR PRINCIPAL I 2019-Present
LeSar Development Consultants, San Dle,o, CA
Leads LeSar's Housing and Policy practice, including advisory service s to a range of public,
private, and philanthropic clients seeking solutions and opportunities for greater impact on
the housing crisis, providing expe rtise in policy, real estate, and finance.
MANAGING DIRECTOR -SPARCC
Low Income Investment Fund, San Francisco, CA I 2014 -2018
Managed a $90 million complex, multi-disciplinary, multi-partner national initiative focused
on racial equity and aimed at investing in and amplifying local efforts in six different cities to
ensure that major new investments lead to equitable and healthy opportunities for everyone .
Components included capital , policy, data, learning and communications. Managed a team of
12 across four organizations in addition to consultants and adv isors .
VICE PRESIDENT, NORTHERN CALIFORNIA
AMCAL Multi-Housing, Inc~ San Francisco I 2011 -2014
Lead the real estate and finance development and Implementation of San Francisco's bold
and innovative HOPE SF initiative, which seeks to reimaging several public housing projects as
thriving, connected communities.
DEPUTY DIRECTOR
Mayor's O(frce of Housing, San Francisco, CA 12008 -2010
VICE PRESIDENT
AF Evans Development, Inc ., Oakland, CA I 2005 • 2008
VICE PRESIDENT
Bank of America, San Francisco, CA I 2003 · 2005
ASSOCIATE HOUSING DIRECTOR
Tenderloin Neighborhood Development Corporation, San Francisco, CA I 1993 • 2003
Pre p .. ued hy LeSar Ci,;"vcioprnent Con~u!tants for th,: C1y of P::-,lrn Spring!
Page 47 of83
52
MITCH WIPPERN , Senior Principal
EDUCATION
Master of Publlc Administration
California State University, Hayward, CA
Bachelor of Arts
LESAR DEVELOPMENT
CONSULTANTS
Political Science, San Francisco State University, San Francisco, CA
PROFESSIONAL EXPERIENCE
SENIOR PRINCIPAL I 2019-Present
leSar Development Consultants, San Diego, CA
Analyzes the impact and capacity of homeless systems, develops and implements strategies
to increase system effectiveness, builds community consensus on initiatives to assist at-risk
populations.
CHIEF DEPUTY DIRECTOR I 2016-2019
County of Napa Health and Human Services Agency (HHSA), Napa, CA
Developed and implemented strategies to redesign homeless and supportive housing
services system and led design and implementation of Whole Person Care Pilot, a program
designed to positively impact system use by people experiencing chronic homelessness.
Delivered high-impact presentations to Board of Supervisors {BOS), community groups,
professional organizations, and other related groups on controversial/priority public policy
issues . Assembled and led team developing local Assistance Centers serving three disasters
to date and acted as point person partnering with local emergency response staff, Cal OES,
FEMA, and local nonprofits. Designed process ensuring that interim housing needs were
met during local disasters . Held prog rammatic responsibility, leading and managing staff
representing divisions of:
• Homeless Services: Developing/implementing strategies redesigning homeless/
supportive housing services systems .
• Operations Division: Developing operating budget, planning, and directing facilities and
IT systems .
DEPUTY DIRECTOR I 2008-2016
County of Napa Health and Human Services Agency (HHSA), Napa, CA
Developed, implemented, and sustained relationships with local jurisdictions improving
operational relationships. Collaborated with senior management team in jointly planning
and implementing Agency-wide programs. Worked with local nonprofits in developing
and implementing supportive employment/work experience programs . Led development
of protocol with local law enforcement and hospital staff on 5150 evaluations, markedly
improving professional relationships and customer service. Coordinated H1N1 Vaccine
Campaign Taskforce ensuring vaccination of vulnerable populations . Member of team
planning strategic healthcare integration, including preparation to qualify Agency for
financial Incentives under meaningful use standards.
Prcp.:t ;-cd by LeSar ()evelcpm'!nt Con~iltanis. for the Clry of P:-;!in Springs.
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HELM I HISSERICH , Senior Principal. Co-Lead, Housing Team LESAR DEVE LOPMENT
CONSULTP..NTS
EDUCATION
Executive Education -Senior Officials In State and Local Government
Harvard University -Kennedy School of Government
Master of Business Administration
Cornell University
Bachelor of Arts, Comparative Literature
University of Southern California
PROFESSIONAL EXPERIENCE
SENIOR PRINCIPAL I2021-Present
LeSar Development Consultants, San Diego, CA
Co-Leads LeSar's Housing and Policy practice, including advisory services to a range of
public, private, and philanthropic clients seeking solutions and opportunities for greater
impact on the housing crisis , providing expertise in policy, real estate, and finance.
DIRECTOR OF HOUSING -STRATEGIES & SERVICES DIVISION 12017-2021
City of Los Angeles Housing & Communl_ty Investment Department
Responsible for developing and implementing new Affordable Housing Strategies in
Los Angeles and managing several long-standing housing service programs. Recent
accomplishments include creating the Affordable Housing on Public Land Development
Program which has resulted In 1,893 units of affordable housing on 56 public properties.
Launching the Natu rally Occurring Affordable Housing ("NOAH") loan prog ram and the
Accessory Dwelling Unit (ADU) Accelerator Program. Currently developing a streamlined
affordable housing strategy using modular construction on public land with simplified
financing. Housing Services programs include the Los Angeles First Time Homebuyer Loan
Program , the Lead Hazard Remediation Program and Emergency Repairs for Low Income
Seniors. Manage 28 Staff with an annual capital budget of $50 Million.
Assistant General Manager -Housing Development Bureau I 2009 · 2017
Managed all Multifamily Lending, Single Family Lending , Bond Programs for the City of
Los Angeles and oversaw a $1.9 Billion affordable Housing Loan Portfolio and monitoring
40,000 income restricted units. Work with elected leaders and community stakeholders
and philanthropic leaders on key prior ities in Los Angeles. Achieved$2.1 Billion in new
construction and more than 5,000 units of affordable and homeless housing. Managed
110staff in three operating divisions with an annual capital budget of $150 Million in federal
grants, state tax credits and local housing funds.
DEPUTY MAYOR OF HOUSING & HOMELESSNESS I 2007 -2009
City of Los Angeles Offlce of Mayor Antonio Vlllaralgosa
REDEVELOPMENT ADMINISTRATOR-HOLLYWOOD & CENTRAL REGION I 2003 • 2007
Qty of Los Angeles Community Redevelopment Agency
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GABRIEL SPEYER, Senior Principal LESAR D EVELOPMENT
CO NS U LTANTS
EDUCATION
Master of Business Administration
Columbia University Graduate School of Business
Bachelor of Arts
Economics and Sociology, University of California, San Diego
• Successful and respected housing professional with 15 years experience in housing
finance and development.
• Superior knowledge of finance, including assessment, analysis and underwriting.
• Excellent written and verbal communication skills including public presentations and
facilitation.
• Well-versed in affordable housing policy and programs.
• Track record of business development achievement.
PROFESSIONAL EXPERIENCE
SENIOR PRINCIPAL I2021-Present
LeSar Development Consultants, San Diego, CA
Leads LeSar's Housing and Policy practice, including advisory services to a range of public,
private, and philanthropic clients seeking solutions and opportunities for greater impact on
the housing crisis, providing expertise in policy, real estate, and fl nance.
SENIOR PROJECT MANAGER I 2016-2019
Tenderloin Nelahborhood Development Corporation, San Francisco, CA
Simultaneously manage all aspects of three low-income housing projects from concept
through conversion, including architectural design, land-use approvals, capital structuring,
construction, and lease-up. Spearhead teams of internal & external teammates to
accomplish shared goals, analyze real estate risks and opportunities, communicate fact-
based conclusions, lead effective meetings, work with government partners, participate
in housing policy forums, educate colleagues, monitor budget & schedules, and forecast
outcomes.
SENIOR CLIENT MANAGER I 2005 -2016
Bank of America Merrlll Lynch Community Development Banking., San Francisco
Financed the construction of over 1,200 low-income housing units, including permanent
supportive, senior and family housing in urban, suburban and rural environments. Clients
included Mercy Housing California , Eden Housing, St. Anton Partners, the Tenderloin
Neighborhood Development Corporation, Coachella Valley Housing and others. Primary
Client Manager for the San Francisco office; geographic territory included the nine-county
Bay Area, Sacramento and the Central Valley.
SENIOR ANALYST I 2002 -2005
Cohen Rnandal
Underwrote approximately $600 million annually in new debt and equity transactions for
commercial real estate, including office, retail and market-rate apartment buildings.
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FARZAD MASH HOOD, As .sodat e LESAR DE V ELOPMENT
CONSULTANTS
EDUCATION
Master of Science, Community and Reglonal Plannlng
University ofT exas at Austin, 2017
Bachelor of Arts, Sodology and Phllosophy (dual degree)
University of California, Los Angeles , 2011
PROFESSIONAL EXPERIENCE
ASSOCIATE (June 2020 -Present)
LeSar Development Consultants
Developed content for Housing Policy Resea rch Academy, specializing in state housing
planning mandates, grant funding , and various strategies to add ress the housing crisis
Researched and analyzed housing and policy needs in communities affected by major wildfires
across California to help provide millions of dollars in disaster recovery funds
Provided land use planning insight into the development potential of publicly-owned portfolio
of affordable rental homes
PROGRAM OFFICER (July 2018 -December 2019)
Baha'i World Centre, Haifa, Israel
Edited an international news service with 30,000 monthly readers In virtually every country
Developed policies and procedures for expanded areas of work
Coordinated cross-functional teams to launch new on line publication
Collaborated with associates In dozens of countries, working with colleagues from a variety of
cultural backgrounds
GRADUATE RESEARCH ASSISTANT (August 2016 -May 2017)
The University of Texas at Austin, Austin, Texas
Managed data collection segment of UT Austin-UC Berkeley housing study about barriers to
developing accessory dwelling units
PLANNING INTERN (June -August 2016)
City of Austin, Plannlng and Zoning Department, Austin, Texas
Wrote comprehensive evaluation of 10-year progress of the department's Austin Community
Tree {ACT) program, an urban ecology initiative to increase tree canopy Conducted meetings
with residents and business owners to elicit program support
METRO REPORTER (June 2011 -May 2014)
Austin American-Statesman, Austin, Texas
Wrote primarily about urban affairs such as the environment, development, crime ,
transportation , and public budgets
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12 rs,
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STEFAN GONZALEZ , Associate LESAR DEVELOPMENT
CONSULTANTS
EDUCATION
Bachelor of Arts, International Affairs
Lewis & Clark College, Portland, OR
PROFESSIONAL EXPERIENCE
ASSOCIATE II (2020 -Present)
LeSar Development Consultants
Provides strategic support in program design, implementation, and evaluation within the
homelessness sector. Analyses the effectiveness of homelessness solutions and builds
capacity for long-term systems change.
PROGRAM MANAGER OF HOUSING (2019-2020)
HOUSING SPECIALIST (2017-2019)
People Assisting the Homeless (PATH}, San Diego
Designed and implemented the housing partnerships program at PATH San Diego, which
became a self-sustaining, data-driven program centered on increasing housing opportunities
for people experiencing homelessness through inventive partnerships within the private
rental market. Developed a broad knowledge of housing policy, program design, and
program implementation in managing over 10 rental assistance programs, including Whole
Person Care, Health Homes, and Rapid Rehousing. Led a team of 12 Housing Specialist staff
and managed over 1 million dollars of temporary financial assistance requests . Elevated
conversations surrounding racial equity and housing justice within the homeless service
sector and helped lead PATH's statewide Diversity, Equity, and Inclusion steering process.
EMPLOYMENT ACCESS PROGRAM OFFICER (2016-2017)
Scalabrlni Centre for Migration, Cape Town, South Africa
Utilized an asset-based community development approach to cultivate regional partnerships
with businesses, governmental and non-governmental organizations. Supported over 200
refugees, asylum seekers, and Zimbabwe special work permit holders access the South
African economy through advocacy and client consultations. Assisted Scalabrini Centre's
advocacy for Angolans Cessation Permit (ACP) holders, which resulted in an exemption
being granted for 1,800 former Angolan refugees on the ACP who faced imminent
deportation.
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A4. Project Team Responsibilities
Senior Principal Craig Adelman
will service as the project lead and
manager, coordinating services
and resources across the team and
with the City of Palm Springs. Mr.
Adelman has extensive project
management and leadership
experience with similar clients and
scopes in addition to large and
complex public-private Initiatives
requiring cross-sector coordination.
He has direct experience and
deep subject knowledge across
virtually the entire scope of
work, and regularly works In
close coordination with LDC's
homelessness solutions team on
coordinated scopes of work and
delivering integrated solutions.
As such, he will work closely with
Senior Principal Mitch Wippern to
effectively align LDC's resources
and strategies to jointly meet Palm
Springs's housing and homelessness
needs. Mr. Wippern will contribute
his extensive direct public
sector experience implementing
homelessness solutions along with
subject matter expertise on current
best practices and policies to
address homelessness .
Senior Principals Helmi Hisserich
and Gabriel Speyer will contribute
their extensive housing experience
in local government, finance, and
development to our work, providing
deep subject matter expertise
as needed within the scope of
services .
Farzad Mashhood and Stefan
Gonzalez are project associates
from the housing and homelessness
team respectively and will provide
direct services and support as
appropriate for the needs of the
City and the scope of work. Both
regularly work directly in client
facing roles and provide strong
expertise and skills as reference in
AS. Description of Firm
LeSar Development Consultants
(LDC) provides clients with creative
solutions to foster the growth
of healthy, thriving, and vibrant
communities . With its staff of
strategic advisors and technical
experts located in offices statewide,
LDC specializes in working with
diverse stakeholders to address
complex public policy and planning
Issues, such as housing affordability
and homelessness, workforce
and economic development, and
community development. Through
our work, we have established deep
relationships with thought leaders
in the public, private, nonprofit, and
philanthropic sectors statewide,
and excel at aligning diverse
interests to achieve lasting change .
Founded in 2005 by Jennifer LeSar,
LDC is a corporation certified by
the State of California as a WBE/
SBE.
LDC is organized into three teams :
Housing Policy, Homelessness
Solutions, and Innovations. For
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team member qualifications above.
The proposed scope of work is
entirely within LDC's capacities
and skillsets . LDC also believes it Is
essential to work closely with the
City of Palm Springs to develop
and then continue to refine our
approach to the work and our
interaction and communication.
LDC uses this collaborative
approach regularly and has found it
to be most effective in addressing
client needs, culture, capacity,
and limitations to derive the
greatest value and impact from our
relationship .
LDC believes it is
essential to work
closely with the City
of Palm Springs
this scope of work, team members
from the Housing Policy and
Homelessness Solutions teams will
be working on this project upon
contract execu tion. The Housing
Policy and Homelessness Solutions
team members will have hours
allocated for workload p lanning
purposes to ensure maximum
coverage so that all City of Palm
Springs requests will be met
throughout the life of the project.
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58
81. Statement of Understanding
of the Project
LeSar Development Consultants acutely understands
the challenges local governments face in addressing
the crises of housing affordability and homelessness .
These are complex and interrelated issues requiring
deft understanding of local context, the current policy
environment, key stakeholders, essential partners
within and outside of government, current funding and
financing opportunities, and regulatory and statutory
constraints . And that's just a start. These are not
easy problems to solve . A large part of LDC's work
is partnering with local government to leverage our
technical capacity, thought leadership, public sector
experience, and private sector ingenuity with their
community's specific circumstances to create and
implement effective responses.
The stated scope of work in the SOQ request is very
broad and wide ranging -and yet not the slightest bit
inaccurate, reflecting the complexity of the challenge
and the integrated approach required to meet It.
Our team understands and has direct expe r ience
with addressing the scope components from the
perspective of a local housing and homelessness
agency. But we also bring direct experience as
affordable housing developers. homeless service
providers, urban planners, lenders, Investors, and
policy makers . We can bring an essential range of
perspectives to effectively implement solutions
requiring public private partnerships . The City cannot
succeed on its own and needs a consulting partner
that can forge and grow critical collaborations vital to
lasting solutions.
LDC also understands not every problem requires an
innovative solution. Sometimes the best response
is a tried-and-true program or approach that needs
to be Implemented effectively. We stay on top of
current policy, program rules, funding availability, and
regulations to ensure Palm Springs will adeptly use
the resources already at its access. We are also in a
very dynamic time regarding housing and homeless
solutions, and LDC stays at the cutting edge of
policy and innovation to ensure that where there are
applicable new strategies, we assess and consider
Prepared by LcSar Development Com:u!t;mts far the C1ty of P:r;l;n .Sµrings
them along with our clients and employ them where
appropriate. We've gone into more specifics on our
understanding of the four components of the scope of
work as organized in the invitation to submit below.
AFFORDABLE HOUSING
LDC's housing team has an unsurpassed depth of
knowledge and experience in developing and managing
affordable housing programs and strategies. From
site and pipeline assessment to asset management,
we've had direct experience ensuring quality housing
opportunities are created through effective program
management and high-performing partnerships.
As our experience demonstrates, we bring a broad
understanding of the housing system coupled with
deep experience in virtually all its components . We
understand how to work with city government to
achieve effective outcomes and to be responsive to
the unique strengths and challenges within a specific
community. LDC has direct experience In every
component of the stated affordable housing scope and
welcomes the opportunity to apply our expertise on
behalf of Palm Springs.
HOMELESS SERVICES
LDC has broad knowledge on the organizational
design , implementation, and evaluation of homeless
services . Our approach to homeless services design
builds off industry best practices and centers the lived
experience of people experiencing homelessness to
guide key stakeholders such as public authorities,
CoCs, private partners, and nonprofit providers toward
coordinated solutions that improve outcomes for those
most vulnerable . As our experience demonstrates, we
possess a robust under standing of key systems and
processes within the homelessness response system
like HM IS, CES, and PIT Counts that are integral to a
coordinated response . LDC has experience working
with communities to better align public resources
and strategies in a targeted approach that focuses on
identifying gaps, improving outcomes, lessening public
costs, and reducing the stress on systems downstream .
LDC continues to leverage a multidisciplinary
framework to addressing homelessness that aligns
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59
outreach and coordination efforts with adjacent
systems like housing, healthcare, child welfare, and
law enforcement. Through an integrated approach,
we have experience establishing strategic buy-in from
external and internal partners to interface on key
homelessness initiatives.
to ensure that our clients are aware of and can access
funds that meet specific local needs. LDC has also
provided grant writing services for a variety of funding
sources that resulted in new funds being awarded to
the client for program specific needs.
ADMINISTRATION
AFFORDABLE HOUSiNG AND HOMELESSNESS
PROGRAM AND RESOURCE DEVELOPMENT
The cross-discipline work that LDC does often requires
identifying funding sources that might support a
given program . The assistance we give to clients in
this area ranges from our Capital Mapping program
that provides customized comprehensive reports and
strategies on federal, state, and local funding sources
based on jurisdictional needs to an analysis of the
current use of and the historical trends in service
funding for a community. This range of services helps
Finally, none of this Is sustainable without effective
administration. LDC understands that managing the
system, from documentation and record management
to communication and messaging, is the critical
backbone of the City's functions. We recognize this
importance and seek to simultaneously improve
efficiency and effectiveness in implementing these
functions. LDC's team has extensive experience
administering federal, state, private, and philanthropic
funding sources and will leverage this technical
knowledge on behalf of the City.
82. Previous Experience
The LDC team has completed
hundreds of scopes of work
for public agencies, municipal
governments, nonprofit and for-
profit developers, and service
providers applicable to the scope
of housing-and homelessness-
related expertise requested in the
City of Palm Springs' statement of
qualifications.
We have developed housing
policy and financing strategies
and recommendations to align
local laws, ordinances, regulations,
and permitting processes with
federal and state laws and best
practices. LDC has done this work
in the areas of transit-oriented
development, homelessness
systems change, acceleration of
housing production and reduction
of costs, public housing mixed
_finance, and leveraged community
development finance. We have
in-depth knowledge of the housing
and real estate market statewide
and extensive experience advising
public agencies on the development
of policies, procedures, ordinances,
and public outreach materials, as
well as managing RFP processes.
LDC also specializes in providing
well-researched, actionable
guidance to structure programs that
leverage federal and state housing
programs, such as the Low-Income
Housing Tax Credit, Community
Development Block Grant, HOME
Investment Partnerships, Section
8, and many programs from the
State of California. We also have
the expertise to conduct real
estate feasibility analyses, develop
lending and portfolio management
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systems, assist clients with project-
specific negotiations and deal
underwriting, and evaluate tax
credit development applications
and flnanclal models.
Finally, our team has extensive
experience in homelessness
services policy and program
design, implementation, and
evaluation, as well as landlord
and service provider engagement,
HMIS system Implementation
and data analytics, and local and
CoC-wide homelessness system
improvements.
The following project descriptions
comprise a selection of recent LDC
clients and projects relevant to the
City of Palm Springs' housing and
homelessness consulting needs .
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60
California Department of General Services Real Estate Economist Consul t ant Serv ices
Award and Completion Dates : November 2020-November 2023
Project Description: The State of California selected LDC to serve as its consultant working in partnership with
the Department of General Services and the Department of Housing and Commun ity Development to enact and
implement the Governor's executive order to convert excess State-owned properties into affordable housing.
The multiyear engagement includes enacting and documenting the program, prioritizing properties in the
portfolio, detailed assessments of site feasibility, and helping manage solicitation, disposition, and negotiations
with developers. LDC will provide critical ex pertise in affordable housing development, finance, and innovation
to expedite production and maximize impact of State resources . The program seeks to create over 4,000 units of
affordable housing statewide.
City and County of Napa Multi-Year Serv ic es for Affo rdabl e Ho using Deve lopment an d
Program Implementation
Project Term : 2007-Present
Project Description: LDC has been working w ith Napa County and the City of Napa since 2007 to provide a
comprehensive array of housing programs and services, including (1) a comprehensive app roach and plan to
manage and increase real estate portfolios for affordable housing; (2) the development of affordable housing
lending programs for Napa County and the City of Napa, including policies and procedures, which brought
together the relevant sections of the municipal code and the housing elements of each jurisdiction; and (3)
underwriting guidelines based on best practices observed in a review of more than 15 local jurisdictions in the
state. LDC has provided ongoing underwriting services , overview of new funding sources, and special studies
for different housing typologies and popu lations , including farmworker housing and accessory dwelling units
{ADUs).
Los Angeles County Development Authority Hous ing Developm ent Consulting Services
Project Term : 2007-Present
Project Description: LDC has been an ongoing underwriter of the competitive applications submitted under the
Notice of Funding Availability {NOFA) process since 2008. The review experience includes providing an initial
threshold review and narrative explanation, reviewing, and scoring applications in accordance with the approved
procedures, and working cooperatively with LAC DA staff. LDC also provides LAC DA staff with technical advisory
services, using our programmatic knowledge and our expertise in loan origination and underwriting of complex
investments in equity funds, multi -family portfolios, historic, and Low-Income Housing Tax Credit properties
that use federal and state financing programs to address all necessary project underwriting on behalf of t he
County. LDC recently advised LAC DA on Project Homekey strategies, site acquisition challenges, and rental
subsidy voucher strategies. Our capacity extends from collecting all due diligence items required by the County
to communicating with the borrower, representing the County on lender calls , and collaborating on work done
across the necessary entities to get deals closed and housing built. Additionally, we have capacity to prepare
internal loan committee staff reports and present projects to committees.
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61
City of San Bernardino Center for Community Investment. Affordable Housing
Pi pel ine Assessment (see work product sam p le)
Project Term: September 2020 -February 2021
Project Description: LeSar was approached by a collaborative table of community stakeholders in the City of
San Bernardino (including City staff) to review their affordable housing development pipeline and analyze its
feasibility along with strategies for expanding and accelerating development opportunities. Through funding
and programmatic support from the Center for Community Investment, LDC evaluated the likely feasibility
of development projects, conducted research and interviews with developers, visited sites, and analyzed
development v iability, trends , and potential capital and policy solutions to achieve the stated outcomes and
improve the City's housing capacity. Development types included single family homeownership, permanent
supportive housing, mixed income multifamily, and housing authority site redevelopment.
City of San Diego 2020-2024 Consoli dated Plan and Fiscal Year 2020 Action Plan
Award and Completion Dates: 2018-2019
Project Description: LDC worked with the City of San Diego to develop its 2020-2024 Consolidated Plan and
2020 Action Plan, which helps to evaluate commun ity needs and allocate funds to assist low-to-moderate
income individuals and families. This process included updating the Citizen Participation Plan; facilitating
community d ialogue in low-and moderate-income communities to identify housing, economic. and community
development priorities; conducti ng a housing and community needs assessment based on an analysis of the
housing market and economic and community needs; and drafting the five-year plan and one-year action plan.
Feedback received in the public comment period was incorporated into the final plan for submission to HUD in
May 2019.
County of San Diego 2020-2024 Consolidated Plan and Fiscal Year 2020 Action Plan (see
work product sample )
Award and Completion Dates: Ap ril 2019-May 2020
Project Description : LDC worked with the County of San Diego to develop its 2020-2024 Consolidated Plan
and 2020 Annual Action Plan . The Consolidated Plan covers all unincorporated area of the County, as well as
the incorporated c ities of Coronado, Del Mar, Imperial Beach, Lemon Grove, Poway, Solana Beach , Carlsbad,
Encinitas, La Mesa, San Marcos, Santee, and Vista . The plan development process included updating the Citizen
Participation Plan ; facilitating community engagement in low-and moderate-income communities to identify
housing, economic, and community development priorities throughout the region ; conducting a housing and
commun ity needs assessment based on a robust data and policy analysis of the housing market and economic
and community needs; and d rafting the Five-Year Plan and Annual Action Plan. Additional engagement
included the development of a community needs survey to solicit feedback from the broader community, as
well as consultations with key stakeholders to inform future goals and priorities, as well as implementing the
key requirements of the Citizen Participation Plan . The final Consolidated Plan and Annual Action Plan were
submitted to HUD in May 2020.
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62
Metropolitan Transportation Commission (MTC) Reg iona l Hous i ng Strategy (CASA Process)
Project Term: May 2017-January 2019
Project Description: Jennifer LeSar, President and CEO of LeSar and Co-CEO of Estolano LeSar Advisors (ELA),
served as the facilitator and strategic process design lead for the CASA process that resulted in the CASA
Compact, a 10-point plan to address the Bay Area's regional housing affordability crisis. LeSar, the three CASA
co-chairs, and MTC staff guided and supported a planning process aimed at increasing housing production at all
levels of affordability, preserving existing affordable housing stock, and protecting vulnerable populations from
experiencing housing instability and threats of displacement. LeSar and ELA staff also facilitated the work of
CASf!(s Steering and Technical Committees, which are composed of a diverse group of leaders from the Bay Area
private, philanthropic, governmental, and nonprofit sectors.
Weingart Center Association Supp ortive Ho using D evelopment
ProjectTerm: February 2016 -January 2017
Project Description: In 2015 , Weingart Center Association engaged LDC to assist with evaluation of an
opportunity to partner with a local developer to acquire a property in Skid Row for the purpose of developing
supportive housing for individuals experiencing homelessness, to evaluate development potential for the site and
to assist the Board and Executive Staff in developing a vision and planning framework for the role of Weingart in
developing affordable and supportive housing. LDC introduced Weingart to alternative developers, advised them
on the developer selection process, and eventually helped them unwind their initial development partnership
and negotiate a joint development agreement with Chelsea Investment Corporation . LDC also provided advice
and counsel to Weingart on the creation of a short-and long-term real estate development and management
strategy and work plan, which included education and planning sessions with senior staff and the Board of
Directors , research on affordable and supportive housing issues, the outline of a service strategy and plan, and
the identification of available revenue sources .
San Diego Housing C ommission Homelessness Consultation and PSH Toolkit
Project Term: September 2 018-Present
Project Description: LDC has provided ongoing homelessness consultation services to the San Diego Housing
Commission, which serves as the Public Housing Authority and administers and oversees homelessness
assistance programs for the City of San Diego. LDC provides strategic counsel to SDHC on addressing
homelessness and technical assistance on specific activities, including Improving street outreach services,
program design for a problem-solving fund, youth host home development, and the design of a shallow rent
subsidy pool as outlined in the City of San Diego's Homeless Emergency Aid Program (HEAP) application to
the state. LDC previously worked with SDHC on an evaluation of the City's emergency shelter programs .
LDC worked with SDHC to create a Permanent Supportive Housing (PSH) toolkit designed to assist local
developers In strengthening their supportive services plans . LDC is also currently working with SDHC on
creating a Permanent Supportive Housing (PSH) toolkit designed to assist local developers in strengthening thei r
supportive services plans.
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63
County of San Diego Affordable Housi ng, Homelessness, and Health Strategic Plan
Project Term: July 2017-March 2018
Project Description: San Diego Health and Human Serv ices Agency (HHSA) to create a plan for addressing
housing, homelessness, and health. In 2017, the County merged their Public Housing Authority under the
umbrella of HHSA and identified a need to determine how the new combined entity would address housing
and homelessness through the integration of health and human services. To create the plan, LDC met with
various county departments including housing, behavioral health, child welfare, aging and independent services,
public health, and probation to gather Input and mapped all housing resources/funds throughout various
HHSAdepartments. The final plan included how HHSAwould move forward with creating new affordable and
supportive housing across the county using forthcoming funding sources, such as No Place Like Home funds,
and integrate healthcare partnerships with Medi-Cal Managed Care Plans and services to assist homeless
households.
City of Pomona Pro hous i ng Webinar Series
ProjectTerm: November 2020-April 2021
Project Description: LDC is producing a customized cou rse that blends elements of its Housing Policy
Leadership Academy with content focused on specific prohousing policies that support the planning, approval,
and construction of housing. Each session will be a 90-minute webinar and include an opportunity for the City to
gather feedback from the 20 -30-person cohort of local and regional leadership and other stakeholders to inform
the development of committees and working groups to participate in the Housing Element planning process .
County of Riverside and Continuum of Care Strategic Planning Consulting Services (see work
product sample)
Project Term: November 2019 -Present
Project Description: In Phase I LDC was engaged to develop and Implement a strategic planning process
to provide the Board of Governance (BoG) for Riverside County and the Continuum of Care (CoC) with a
roadmap and organizational structure that transforms the CoC network into a high-functioning, high-Impact
network with clear goals and strategies that works seamlessly to implement objectives to address regional
homelessness . This work involved an outreach, assessment, engagement, and planning process that built on
BoG and CoC strengths and achievements and that articulated a vision for the future based on an in-depth
understanding of the changing social, political, economic, and technological environment faced by the CoC . The
process also incorporated feedback from regional partners and diverse stakeholders to ensure that the plan and
organizational structure achieved widespread internal and external buy-in. In Phase II LDC was asked to perform
a needs and gap analysis for the Continuum of Care , develop a Strategic Homeless Action plan and develop an
implementation plan for the Board of Governance Strategic plan developed in Phase I. This work will start in
February 2021.
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64
.-,~ .••. ·•· , •. i:r:1'
City of Riverside Housing First Policy. Development, and Funding Str1 tegy (see work product . ~
sample)
Project Term: October 2017-December 2018
Project Description: The City of Riverside, like other Southern California cities, is impacted by homelessness,
especially those who are living unsheltered. To reduce homelessness and its impact on the community, the City
is actively pursuing the creation of nearly 400 units of housing to meet the needs of the current unsheltered
population. To achieve this goal, the City has committed to Housing First as a best practice approach to address
homelessness, and specifically to using the supportive housing intervention. To help guide the City of Riverside
as they pursue the creation of housing to address homelessness over the next few years. LDC created a strategy
which provides recommendations for best practices related to the development and operation of supportive
housing In policy. The strategy also provides direction on specific parcels types to consider for development and
funding sources available to subsidize development costs. LDC has been asked to update this plan for the City of
Riverside .
County of Santa Barbara Community Action Plan to Address Homelessness
Project Term: October 2019-April 2020
Project Description: LDC engaged in a regionwide planning process to provide the County, the Continuum of
Care (CoC), and municipal jurisdictions with a regional roadmap and structure to implement the Community
Action Plan to Address Homelessness in Santa Barbara County. LDC conducted an assessment, engagement, and
planning process that built on the strategies outlined in the Community Action Plan . The process also focused on
addressing identified barriers and aligning systems and activities across the region and expanding affordable and
supportive housing opportunities for a variety of subpopulations, including individuals with disabilities and those
who are at risk of chronic homelessness.
San Gabriel Valley Council of Governments Homeles snes s Planning for 17 Cities
Project Term: November 2017-July 2018
Project Description: : In January 2018, the San Gabriel Valley Council of Governments (SGVCOG) hired LDC to
help 17 cities in the region develop homelessness plans using one-time grant funding from a program created by
the County of Los Angeles and the United Way of Greater Los Angeles' Home for Good Funders Collaborative.
Because most cities did not have current plans to address homelessness, LDC initially worked with staff in each
city to gather background information about local efforts . LDC then conducted research on local and regional
demographic trends and programs, conducted stakeholder interviews, and facilitated a series of community
meetings to discuss challenges, opportunities, and priorities for addressing homelessness. LDC augmented the
findings from these meetings with additional research and worked with City staff to draft plans with goals and
action steps, recommended policy and program changes, and potential resources and partners to support each
plan's implementation . LDC staff also prepared materials and supported staff in seeking City Council approval
for the plans . As part of the planning process, LDC worked with cities to align their plans with the strategies
funded through the Los Angeles County Homeless Initiative, which address the Coordinated Entry System, case
management and services , affordable and subsidized housing, accessing employment and benefits income, and
homelessness prevention. LDC also assisted the SGVCOG in fostering sub-regional cohorts and hosting a post-
planning summit to support the cities' transition from planning to implementation.
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Anthem Blue Cross State of California Home less and Housing Strategy
Award and Completion Dates: January 2016-Present
Project Description: LDC has worked with Anthem as its national homelessness advisor since 2016. In 2018,
LDC created a strategic plan to help the health plan better addresses homelessness among their Medi-Cal
members and build solid partnerships with local communities . LDC is now helping to implement the plan, which
includes creating a statewide housing flex fund and partnerships with local homeless services providers in key
markets statewide. Among these projects was a successful permanent supportive housing voucher pilot program
for 25 homeless households in Pomona. LDC is now managing flexible housing subsidy pools for Anthem in
Indiana , Kentucky, and Texas .
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83. Experience Relevant to Scope of Services
Our vast
experience informs
our understanding
of the specific
details within the
scope components
As addressed in other sections of this SOQ, LDC's team is comprised of experts
with deep and broad experience relevant to the scope of services. Specifically:
• Craig Adelman (Senior Principal, Project Manager): served as Deputy
Director of the San Francisco Mayor's Office of Housing (City and County)
and managed major initiatives, development funding, asset management,
and policy at local, state, and federal levels. He has also been an affordable
housing developer (nonprofit and for profit) for over 15 years, a community
development lender with a major bank, and a leader within a community
development financial institution (CDFI).
• Mitch Wippern (Senior Principle, Homelessness Lead): led the redesign and
implementation of Napa's supportive housing and homeless services system,
transforming it from an isolated, high-barrier, low-performing system to an
integrated, low-barrier, high-performing system. Mr. Wippern also wrote and
led the implementation of Na pa's Whole Person Care Pilot and helped to
develop Napa County's No Place Like Home application.
• Helmi Hisserich (Senior Principal): served as Deputy Mayor of Housing and
Economic Development and subsequently as Director of Housing Strategies
and Services with the City of Los Angeles for nearly 20 years, where she
has led the development of over 5 ,000 affordable homes, forged a Housing
for Health partnership with the L.A. County Health department, worked
extensively in homeownership programs, and developed and implemented
numerous innovative financing and policy programs.
• Gabriel Speyer (Senior Principal): brings five years of community based
affordable housing development experience with a deep understanding of
competitive finance programs and strategies for improving development
outcomes. Prior to being a developer, he was a community development
lender with Bank of America for over 10 years and brings strong financial
underwriting and risk assessment skills to his work.
• Farzad Mashhood (Associate): a planner by training, Farzad brings a strong
background and understanding of land use strategies for increasing and
accelerating housing options in California communities. He is expert on
current policy and legislative proposals for improving housing affordability.
• Stefan Gonzalez (Associate): brings practical experience in the delivery of
programs to support people experiencing homelessness . His has developed
and managed these programs in ways that elevate racial equity and housing
justice.
This collective experience of our team is critical to effectively implementing a
comprehensive approach to affordable housing and homeless services programs
within the City of Palm Springs. Our vast experience informs our understanding of
the specific details within the scope components, but also where and how they fit
together to achieve an integrated whole.
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B4. Work Product Examples
In Appendix A, we have induded excerpts for the following work product samples as well as links to the full
documents:
1. County of San Diego Consolidated Plan
2. San Bernardino Affordable Housing Pipeline Assessment Presentation
3. County of Riverside Continuum of Care Board of Governance Strategic Plan
4. City of Riverside Housing First Strategy
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C1. Previous Experience with Public Outreach
LDC's experience facilitating the development of
consensus-based solutions through community
engagement is grounded in research on best practices
and the unique needs of the region or community of
focus. We share our data, knowledge of best practices,
and key findings from community engagement
processes with key stakeholders during interviews,
listening sessions, and community forums. This process
allows LDC to ground truth the data in a local context
that captures feedback from diverse perspectives
ranging from elected officials and agency staff to
developers and financial institutions, nonprofit service
providers, and community groups, Including those with
lived experience of housing instability, homelessness,
and housing as a bridge to Intergenerational wealth
building and economic prosperity.
In 2018, LDC led development of homelessness plans
for 20 cities in Los Angeles County, including 17
cities in the San Gabriel Valley as well as the Cities
of Norwalk, Burbank, and Culver City. During this
planning process, LDC conducted nearly 100 public
meetings and education sessions with city councils,
commissions. and committees. Our team engaged
members of the public and city officials in a variety of
discussion and planning activities, including Q&A and
visioning sessions, small-group breakouts with report-
backs, and dot voting as part of priority-setting. LDC
also created community toolkits and other educational
materials that could be distributed in hard copy and
digitally. LDC also supported the City of Pomona in
facilitating a lived experience summit to gain insights
from people experiencing homelessness as part of the
City's efforts to enhance Its homelessness response.
Also in 2018, the Borrego Water District engaged
LDC to assist with identifying the needs of Borrego's
community throughout the Groundwater Sustainability
Plan (GSP) development process . The GSP is a state
mandate to reduce groundwater use by 75% across
agricultural, recreational, and municipal sectors by
2040. Primary goals of LDC's scope were to identify
and engage disadvantaged community members
whose participation in the outreach process had
thus far been limited (e .g., due to cultural, economic,
Prcpa~d by LcSar Development Con~1!tnnts tor the Clty of P:::hn Springs
digital, or literacy/linguistic barriers) and to assess
the socioeconomic conditions in the area as they
relate to water quality, accessibility, and affordability.
Over the course of 18 months, LDC implemented a
stakeholder engagement strategy that both educated
the community and solicited informed feedback about
the GSP. The information gleaned from LDC's analysis
of existing data, surveys of residents and businesses,
social media and door-to-door education and
engagement, and community input sessions Informed
development of the draft plan. LDC's outreach efforts
established strong communication channels that
will facilitate education and dialogue throughout
sustainability plan implementation.
Last year, LDC engaged completed a regionwide
planning process to provide the County of Santa
Barbara, the region's Continuum of Care (CoC), and
affiliated municipal jurisdictions with a regional
roadmap and structure to implement the Community
Action Plan to Address Homelessness in Santa
Barbara County and also completed both the City
of San Diego and the County of San Diego's 2020-
2024 Consolidated Plans and Fiscal Year 2020 Action
Plans . These planning processes i ncluded extensive
stakeholder engagement, which was conducted
as a mixture of virtual public meetings, in-person
workshops, and online surveys.
LDC is presently leading statewide outreach efforts for
the California Department of Housing and Community
Development's homeowner disaster recovery program,
the ReCoverCA Owner-Occupied Rehabilitation and
Reconstruction (OOR) program. To date, all outreach
with wildfire-affected communities has taken place
through virtual meetings, social media, online surveys,
and word-of-mouth marketing strategies such as
community toolkits and strategic ad placements in
affected areas. LDC participates in weekly meetings
with HCD OOR program leadership and provides
regular updates on progress across outreach activities .
When pandemic restrictions ease , the LDC team will
begin in-person outreach in affected areas as well.
25 !.1
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D1. References
1. Benita DeFrank, Pomona
Neighborhood Services Director
City of Pomona
(909) 620-2094
p e~g~defrank@ci.pomona.ca.us
Award and Completion Dates : November 2020-April 2021
Project Description: LDC is producing a customized course that blends elements of its Housing Policy
Leadership Academy with content focused on specific prohousing policies that support the planning, approval,
and construction of housing.
2. Robert McKinnon, California DGS
Assistant Branch Chief, Asset Management Branch
Real Estate Services Division, Department of General Services
(916) 376-1814
robert.mckinnon@d gs .ca.gov
Award and Completion Dates: November 2020-November 2023
Project Description: The State of California selected LDC to serve as its consultant working in partnership
with the Department of General Services and the Department of Housing and Community Development to
enact and implement the Governor's executive order to convert excess State-owned properties into affordable
housing. The multiyear engagement includes enacting and documenting the program, prioritizing properties
in the portfolio, detailed assessments of site feasibility, and helping manage solicitation , disposition, and
negotiations with developers. LDC will provide critical expertise In affordable housing development , finance,
and innovation to expedite production and maximize impact of State resources. The program seeks to create
over 4,000 units of affordable housing statewide .
3. Matt Lust
Manager, Affordable Housing Finance
Los Angeles County Development Authority
(626) 262-4511
matt.lust@lacda .org
Award and Completion Dates : 2007-Present
Project Description: LDC has been an ongoing underwriter of the competitive applications submitted under
the Notice of Funding Availability (NOFA) process since 2008. LDC also provides LAC DA staff with technical
advisory services and recently advised LACDA on Project Homekey strategies , site acquisition challenges, and
rental subsidy voucher strategies .
4. Suket Dayal
Executive Vice President, Business Ad ministration {Housing)
San Diego Housing Commission
(619) 578-7608
suketd @sdhc .or
Award and Completion Dates: August 2019-August 2020
Project Description : On behalf of the San Diego Housing Commission , LDC developed and proposed a pilot
program structure that would result In a middle -income housing strategy that unlocks potential missing
midd le hous ing production given the right policies and financing tools. To do so, LDC examined domestic and
international models for producing middle-income housing, factored in existing land use and housing policies
in the region and city, surveyed what financial resources could be committed to constructing middle -income
housing, and leveraged our team 's deep expertise in housing policy, development, and finance .
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5. UsaJones
Executive Vice President, Strategic Initiatives {Homelessness)
San Diego Housing Commission
619) S78-7696
llsaj@sdhc.org
Award and Completion Dates: September 2018-Present
Project Description: LDC has. provided ongoing homelessness consultation services to the San Diego Housing
Commission, which serves as the public housing authority and administers and oversees homelessness
assistance programs for the City of San Diego . LDC provides strategic counsel to SDHC on addressing
homelessness and technical assistance on specific activities, including improving street outreach services,
program design for a problem-solving fund , youth host home development, and the design of a shallow rent
subsidy pool .
6. Tanya Torno
Deputy Director
County of Riverside Continuum of Care
(951) 343-5421
ttorno@rivco.or g
Award and Completion Dates: November 2019 -Present
Project Description: In Phase I LDC developed and implemented a strategic planning process to provide
the Board of Governance {BoG) for Riverside County and the Continuum of Care {CoC) with a roadmap and
organizational structure. In Phase II LDC was asked to perform a needs and gap analysis for the Continuum
of Care, develop a Strategic Homeless Action plan and develop an implementation plan for the Board of
Governance Strategic plan developed in Phase I. This work will start in February 2021.
7. Andre Simpson
Chief Operations Officer
Veterans Village of San Diego
619-393-2000
andre .sim son@wsd.net
Award and Completion Dates: February-November 2020
Project Description : Under contract with the San Diego Housing Commission, LDC was hired to staff and
analyze barriers In Veterans Village of San Diego's (VVSD's) performance serving local veterans . LDC staff
acted as a Temporary Chief Program Officer (TCPO) and worked with WSD staff and leadership as well as the
Continuum of Care and the Housing Commission to review policies, practices, and outcomes. The TCPO offered
and helped to Implement structural and programmatic changes to help the organization meet service goals .
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APPENDIX A: Excerpts of Work Samples
Cover pages for work samples listed below are provided on the following pages. Each title listed below is also
hyperlinked to a copy of the full document.
1. County of San Die o Consolidated Plan
2. San Bernardino Affordable Housing Pipeline Assessment Presentation
3. County of Riverside Continuum of Care Board of Governance Strategic Pia[!
4. Ci!'f _of Riverside Housing Fir~t_fil_r:~t~gy
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lt:JJ:1.§A
COCNTY OF SAN DIEGO CO'-JSORTHJM
2020-2024 CONSOLIDA1ED PLAN A:-ID
2020-2021 ANNUAL PLAN
Riverside Continuum of Care Board of
Governance
Strategic Plan
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Housing First Strategy
A Road Map to Create, Implement, and Operate
• Housing First Approach in the Clty of Riv<mde
Ot~ Cou11<n M1-''1,::Tl.le5day, Manti IJ,lotll
Pl'tll',._b,,
L.:~0.:,:;:k,pm::-'tt:of4,;.;rts
fTJm..,c,nwtta,,11,
J;ds,,Q;o>t-'.~..,.Of ."•H-""..c.i.r.c
1u-.1,a.trp:w ~.,.or.,.,vi.-,.,.•
ld ir.;..~,s.tri:>O'l"n llUP.'I
29 l!L1
73
APPENDIX B: Required Forms
ATTACHMENT "A"
*THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR QUALIFICATIONS
SUBMITTAL (Envelope #1)*
REQUESTS FOR STATEMENTS OF QUALIFICATIONS (SOQ) #04-21
HOUSING CONSUL TANT SERVICES
SIGNATURE AUTHORIZATION
NAME OF COMPANY (PROPOSER): LeSar Development Consultants
BUSINESS
ADDRESS : 404 Euclid Avenue, Suite 212, San Diego, CA 92114
TELEPHONE: 619-23&-0612 CELL PHONE NIA FAX __ 6_19_-2_3&-_06_1_3 ____ _
CONT ACTPERSON._Je_n_nJ_er_L_es_ar ________ EMAIL ADDRESS ops@Jesardewlopment .com
A. I hereby certify that I have the authority to submit this Submittal to the City of Palm
Springs for the above listed individual or company. I certify that I have the authority to .!?l!!!!
myself/this company in a contract should I be successful in my submittal.
Jennifer LeSar , President and CEO
PRINTED NAME AND TITLE
/}-.;'<--• £J..,., __ .,. 112812021
. .,
SIGNATURE AND DATE
B. The following information relates to the legal contractor listed above, whether an individual
or a company. Place check marks as appropriate :
1. If successful, the contract language should refer to me/my company as :
An individual; = A partnership, Partners' names: ____________ _
__ A company;
_1L_ A corporation If a corporation, organized in the state of: California
2 . My tax identification number is : -=2c.:.0...:-3...:4.;..68-'--7...:6c..c.7 ___________ _
ADDENDA ACKNOWLEDGMENT:
Acknowledgment of Receipt of any Addenda issued by the City for this SOQ is required by including the
acknowledgment with your submittal. Failure to acknowledge the Addenda issued may result in your
submittal being deemed non-responsive.
In the space provided below, please acknowledge receipt of each Addenda :
Addendum(s) # __ 1 _____ is/are hereby acknowledged.
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ATTACHMENT "B"
*THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR QUALIFICATIONS
SUBMITTAL (Envelope #1 )*
NON-COLLUSION AFFIDAVIT TO Bil EXECUTED BY BIDDER AND NOTARIZED
AND SUBMITl'ED wrm BID
STATE OF CALIFORNIA) ss
COUN1Y OF RNERSIDE)
The undersigned, being first duly sworn, deposes and says that he or she is
the President and CEO of LeSar Development Consu ltants • the party making the foregoing
Submittal. That the Submittal Is not made in the interests of, or on the behalf of, any undisclosed
person, partnership, company, association, organization, or corporation; that the Submittal is genuine
and not collusive or sham; that the Proposer has not directly or indirectly induced or solicited any other
Proposer to put in a false or sham Submltta~ and has not directly or indirectly colluded, conspired,
connived, or agreed with any Proposer or anyone else to put in a sham Submittal, or that anyone shall
refrain from Proposing; that the Proposer has not in any manner, directly or indirectly, sought by
agreement, communication, or conference with anyone to fix the Submittal price of the Proposer or any
other Proposer, or to fix any overhead, profit, or cost element of the Submittal price, or of that of any
other Proposer, or to secure any advantage against the public body awarding the contract of anyone
interested In the proposed contract; that all statements contained in the Submittal are true; and,
further, that the Proposer has not, directly or indirectly, submitted his or her Submittal price or any
breakdown thereof, or the contents thereof, or divulged information or data relative thereof, or paid,
and will not pay, any fee to any corporation, partnership, company, association, organization, Submittal
depository, or any other member or agent thereof to effectuate a collusive or sham Submittal
By·
Title· President and CEO
Subscribed and sworn to before me this d;zy of 2021
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75
ATTACHMENT "0"
"THIS FORM MUST BE COMPLETED ANO SUBMITTED WITH YOUR QUALIFICATIONS
SUBMITTAL (Envelope #1 )*
CITY OF PALM SPRINGS, CA
CONFLICT OF INTEREST AND NON-DISCRIMINATION
CERTIFICATION
Conflict of Interest. Consultant acknowledges that no officer or employee of the City has or shall
have any direct or indirect financial interest in this Agreement nor shall Consultant enter into any
agreement of any kind with any such officer or employee during the term of this Agreement and for
one year thereafter. Consultant warrants that Consultant has not paid or given, and will not pay or
give, any third party any money or other consideration in exchange for obtaining this Agreement.
Covenant Against Discrimination. In connection with its performance under this Agreement,
Consultant shall not discriminate against any employee or applicant for employment because of
actual or perceived race, religion, color, sex, age, marital status, ancestry, national origin ( i.e .,
place of origin, immigration status, cultural or linguistic characteristics, or ethnicity), sexual
orientation, gender identity, gender expression, physical or mental disability, or medical condition
(each a "prohibited basis'). Consultant shall ensure that applicants are employed, and that
employees are treated during their employment, without regard to any prohibited basis. As a
condition precedent lo City's lawful capacity to enter this Agreement, and in executing this
Agreement, Consultant certifies that its actions and omissions hereunder shall not incorporate any
discrimination arising from or related to any prohibited basis in any Consultant activity, including but
not limited to the following: employment, upgrading, demotion or transfer; recruitment or recruitment
advertising; layoff or termination; rates of pay or other forms of compensation; and selection for
training , including apprenticeship; and further, that Consultant is in full compliance with the
provisions of Palm Springs Municipal Code Section 7.09 .040, including without limitation the
provision of benefits, relating to non-discrimination in city contracting.
NAME OF CONSUL TANTNENDOR: LeSar Development Consultants
NAME and TITLE of Authorized Representative :
(Print) Jennifer LeSar, President and CEO
Signature and Date of Authorized Representative:
(Sign) J.0-../~ f.)i..,.,_,_.
'/
(Date) __ 1_12_a_12_02_1 __ _
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ATTACHMENT "E"
""THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR QUALIFICATIONS
SU BM ITT AL (Envelope #1 r
Who Must File?
CITY OF PALM SPRINGS
PUBLIC INTEGRITY DISCLOSURE
(INSTRUCTIONS FOR APPLICANTS)
Applicants that are NOT a natural person or group of natural people that will be identified
on the application, and seek a City approval determined by a vote of City officials.
Examples include corporations, limited liability companies, trusts, etc. that seek a City
Council approval, or an approval by one of the City's board or commissions.
Why Must I File?
The City of Palm Springs Public Integrity Ordinance advances transparency in municipal
government and assists public officials in avoiding conflicts of interest. The City's Public
Integrity Ordinance, codified in Chapter 2.60 of the municipal code, reflects the City's
interest in ensuring that companies (and other legal entities that are not natural people)
doing business in the community are transparent and make disclosure as to their
ownership and management, and further that those companies disclose the identity of any
person, with an ownership interest worth two thousand dollars ($2,000) or more, who has a
material financial relationship with any elected or appointed voting City official, or with the
City Manager or City Attorney.
!1.91!!i. A material financial relationship is a relationship between someone who is an owner/investor in
the applicant entity and a voting official (or the City Manager or City Attorney), which relationship
includes any of the following:
(1) the owner/investor and the official have done business together during the year prior to the
application;
(2) the official has earned income from the owner/investor during the year prior to the filing of the
application,-
(3) the owner/investor has given the official gifts worth fifty dollars ($50) or more during the year prior to
the filing of the application; or
(4) the official might reasonably be anticipated to gain or lose money or a thing of value , based upon the
owner/investor's interest in the applicant entity, in relation to the application's outcome_
When Must I File?
You must file this form with the Office of the City Clerk at the same time when you file your
application for a City approval determined by a vote of City officials, whether elected or
appointed.
What Must I Disclose?
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A. The names of all natural persons who are officers, directors, members, managers,
trustees, and other fiduciaries serving trusts or other types of organizations
(attorneys, accountants, etc.).
li!llf.: (1) only trusts or other organizations that are not the fiduciaries, (2) if a second entity that is not a
natural person seNes the applicant entity (e.g., as a member of an applicant LLC), then all officers, directors,
members, managers, trustees, etc., of the second entity must be disclosed).
B. The names of persons owning an interest with a value of two thousand dollars ($2,000)
or more who have a material financial relationship with an elected or appointed City
official who will vote on the applicant's application, or with the City Manager or City
Attorney.
PENALTIES
Falsification of information or failure to report information required to be reported
may subject you to administrative action by the City.
-IIThere are some additional supplementary instructions with an
example following the form should you need further clarification.
Page 19 of 46
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78
1.
2.
3.
4.
5.
Name of Entity
PUBLIC INTEGRITY DISCLOSURE
APPLICANT DISCLOSURE FORM
LeSar Development Consultants
Address of Entity (Principle Place of Business)
404 Euclid Avenue, Suite 212, San Diego, CA 92114
Local or California Address (If different than #2)
N/A
state where Entity Is Registered with Secretary of state
California
If other than California , is the Entity also registered in California?• Yes D No
Type of Entity
~Corporation D limited liability Company D Partnership •Trust D Other (please specify)
6 . Officers, Directors, Members, Managers, Trustees, Other Fiduciaries (please specify)
Note: If any response Is not a natural person, please Identify all officers, directors,
members, managers and other fiduciaries for the member, manager, trust or other
entity
Jennifer LeSar ~Officer ~Director •Member •Manager
[name]
D General Partner D Limited Partner
•other
D Officer D Director D Member D Manager
[name]
D General Partner D Limited Partner
•Other
D Officer D Director D Member D Manager
[name)
D General Partner D limited Partner
nother
20 Revised : 5/1/20
55575 .18165\32900157.2
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7. Owners/Investors with a 5% beneficial Interest In the Annltcant Entltv or a related entltY
EXAMPLE
JANEOOE 50%, ABC COMPANY, Inc.
[name of owner/Investor] [percentage of beneficial Interest In
entity and name of entity]
A.
Jennifer LeSar 100%, LeSar Development Consultants
[name of owner/Investor] [percentage of beneficial interest In
entitv and name of entltYl
B.
[name of owner/investor] [percentage of beneficial interest in
entitv and name of entitvl
C.
[name of owner/investor] [percentage of beneficial Interest in
entity and name of entitYl
0.
[name of owner/investor] [percentage of beneficial interest in
entity and name of entity)
E.
[name of owner/investor] [percentage of beneficial interest in
entity and name of entity)
I DECLARE UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE
OF
CALIFORNIA THAT THE FOREGOING IS TRUE AND CORRECT.
Signature of Disclosing Party, Printed Name , Title Date
f)~ ~=Sar, President & CEO
1/28/2021
I
21 Revised: 5/1/20
55575.18165\32900157 .2
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City of Palm Springs, CA.
Business Disclosure Supplementary Instructions
In an effort to ensure we capture the required business entity information in accordance with the
attached instructions, we provide you these supplementary instructions to clearly identify the
required information, and the format the information should be provided.
If you, as the applicant, are a business entity (i.e. a corporation or limited liability company), and
it is also comprised of other business entities as its members or having a financial interest, all
other such business entities must also be disclosed, including those entities other business
entities, if any .
Ultimately, the City's disclosure document (attached) requires a listing identifying all natural
persons having any financial interest over 5% of the business entities (and any other business
entities comprising your business entity).
As an example, Applicant is: Acme Brothers, Inc ., a California corporation, whose officers are:
John Doe, Jill Doe , and Jay Doe, which is av.med 50% by Acme Brothers, LLC, a California
limited liability company, and John Doe (25% interest) and Jill Doe (25% interest). Acme
Brothers, LLC, is managed by Acme Brothers 2, Inc., a California corporation, whose officers
are: George Doe, Bill Doe, and Jane Doe, which is owned 100% 1)1/ Acme Brothers 2, LLC, a
California limited liability company, which is managed by George Doe, with George Doe and
Jane Doe having 50% interest each.
The full business entity disclosure In this example would resemble the following:
1. Acme Brothers, Inc., a California corporation
a. Officers: John Doe, Jill Doe, and Jay Doe
b . Cmnership:
i. 50% Acme Brothers, LLC, a California limited liability company
ii. 25% John Doe
iii . 25% Jill Doe
2 . Acme Brothers, LLC, a California limited liability company
a . Managers: Acme Brothers 2, Inc., a California corporation
b. Cmnership : 100% Acme Brothers 2, Inc., a California corporation
3 . Acme Brothers 2, Inc., a California corporation
a . Officers: George Doe, Bill Doe, and Jane Doe
b. Cmnership : 100% Acme Brothers 2 , LLC, a California limited liability company
4 . Acme Brothers 2, LLC, a California limited liability company
a . Managers: George Doe
b. Cmnership:
i.50%
55575.18165\32900157.2
22
PrepJ~d hy lcS,1r Development Com:ultants. for the City of P::;!rn Sµrings
Page 76 of83
Re\rise(J : 5/1/20
37 1.1
81
111'111 LE SAR DEVELOPMENT di.ii CONSULTANTS
SUBMI TTA.L DATE:
February 9, 2021
Prepared by:
LeSar Development Consultants
WW\/V.LeSarDevelo ment.com
RESPONSE TO NOTICE INVITING
STATEMENTS OF QUALIFICATIONS
FROM THE CITY OF PALM SPRINGS FOR
Housing Consultant
Services
Cost I Rates
SOQ 04-21
For all inquiries related to this proposal, please contact:
Craig Adelman, Senior Principal
LeSar Development Consultants
404 Euclid Ave. Suite 212, San Diego, CA 92114
Phone: 415-218-9455
Email: era ig@lesardevelopment.com
Page 77 of 83
82
Cost Proposal/Rates
ATTACHMENT "C"
•THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR COST SUBMITTAL
(Envelope #2t
COSTPROPOSAURATES
STATEMENT OF QUALIFICATIONS (SOQ #04-21)
HOUSING CONSUL TANT SERVICES
Responding to Statement of Qualifications SOQ 04-21 for providing a Housing Consultant Services,
1/VVE the undersigned will accept the following hourly rates and other costs as defined , for providing
the services as defined within the Scope of Services:
PRIME CONSUL TANT PERSONNEL CLASSIFICATION/TITLE: HOURLY RATE:
Craig Ade lman, Senior Principal $ 280
Mitch Wippern , Senior Principal $ 280
Helmi Hisserich , Senior Principal $ 280
Gabriel Speyer, Senior Principal $ 280
Farzad Mashhood, Associate $ 140
Stefan Gonzalez, Associate $ 140
$
$
$
$
SUB CONSULTANT PERSONNEL CLASSIFICATION/TITLE: HOURLY RATE:
$
$
$
$
$
$
$
$
$
$
Reimbursable Expenses the City will be charged (If any) must be identified below: (note that
consultants may not charge the city for any expenses that are not defined this Cost/Rates
Prep.a !'"J!d by LcSar De'-.1e!opment Con~uh:ants for the Chy of Pshn .$µrings
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Submittal and included in the final Schedule of Compensation as mutually agreed to in the
contract, if awarded"). ·
REIMBURSABLE EXPENSE : Cost/Rate:
$
$
$
$
$
Any other expenses, not otherwise defined above, that the City would be charged in the
performance of the scope of services (if any) must be Identified below: (note that
consultants may not charge the city for any expenses that are not defined this Cost/Rates
Submittal and included in the final Schedule of Compensation as mutually agreed to in the
contract, if awarded").
OTHER EXPENSES: Cost/Rate:
$
$
$
$
$
All Costs/Rates are to remain FIXED for the term of the agreement.
NOTE: This page MUST be manually signed.
Certified by: LeSar Development Consultants
Firm Name !'j~,, £.J_., ___ _
/ "
Signature of Authorized Person
Jennifer LeSar
Printed Name
President and CEO
Title
Prcp.lred by LcS;u Development Con~.:u!rants for the C:ry of P::-:!rn Sµr!ngs
Page 79 of83
2/9/2021
Date
84
TO :
FROM:
DATE:
SUBJECT :
City of Palm Springs
Department of Procurement & Contracting
MEMORANDUM
LeSar Development Consultants
Procurement & Contracting Manager
March 24, 2021
SQQ 04-21 Cost Proposal Negotiations
The City solicited for proposals from qualified professional firms to provide the City with housing
consultant services of which LeSar Development Consultants was ranked the highest firm for this
process . This memorandum is to document our meeting held today for the cost proposal negotiations
for LeSar Development Consultants .
This memorandum has been agreed upon between the parties to manage the budget by leveraging
strengths and efficiencies across the LeSar team in order to meet the City's goals and outcomes moving
forward.
Additions and clarifications as follows :
1. LeSar Development Consultants would like to add Beatriz Stambuk-Torres and Stacy
Calderon to the team as associates . Attached to th is memo are their resumes and their
hourly billing rates are $140 and $150 respectively.
2 . Jennifer LeSar, who was not listed on the project team, will provide up to 20 hours ($6 ,000)
of pro-bona service annually on the contract at no cost to the City .
3. LeSar Development Consultants will bill reimbursable expenses at cost and see
opportunities to minim ize travel costs by combining site visits with other LeSar activities . We
propose establishing an initial annual reimbursable budget of $2 ,000 .
The above additions and clarifications are subject to the City Council review and approval.
LeSar Development Consultants
!H <-• 1.vi~
Jennifer LeSar
President and CEO
City of Palm Springs
Jay Virata , Director
Community & Economic Development
Page 80 of83
85
EXHIBIT "D"
SCHEDULE OF COMPENSATION
COST PROPOSALJRATES
STATEMENT OF QUALIFICATIONS (SQQ #04-21)
HOUSING CONSUL TANT SERVICES
Responding to Statement of Qualifications SQQ 04-21 for providing a Housing Consultant
Services, l!WE the undersigned will accept the following hourly rates and other costs as defined,
for providing the services as defined within the Scope of Services:
PRIME CONSULTANT PERSONNEL CLASSIFICATION/TITLE: HOURLY RATE:
Jennifer Lesar, President and CEO $ 20 hours Pro-Bono per year.
Craig Adelman , Senior Principal $ 280.00
Mitch Wippern, Senior Principal $ 280.00
Helmi Hisserich, Senior Principal $ 280.00
Gabriel Speyer, Senior Principal $ 280.00
Farzad Mashhood, Associate $ 140.00
Stefan Gonzalez, Associate $ 140.00
Beatriz Stambuk-Torres, Associate $ 140.00
Stacy Calderon, Associate $ 150.00
SUB CONSULTANT PERSONNEL CLASSIFICATIONfTITLE: HOURLY RATE:
$
$
$
$
$
$
$
$
$
$
Reimbursable Expenses the City will be charged (if any) must be identified below: (note
that consultants may not charge the city for any expenses that are not defined this
Cost/Rates Submittal and included in the final Schedule of Compensation as mutually
agreed to in the contract, if awarded*).
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86
REIMBURSABLE EXPENSE: Cost/Rate:
Reimbursable expenses at cost $ 2,000.00 proposed initial annual
budqet.
$
$
$
$
Any other expenses, not otherwise defined above, that the City would be charged in the
performance of the scope of services (if any) must be identified below: (note that
consultants may not charge the city for any expenses that are not defined this
Cost/Rates Submittal and included in the final Schedule of Compensation as mutually
agreed to in the contract, if awarded*).
OTHER EXPENSES: Cost/Rate:
$
$
$
$
$
All Costs/Rates are to remain FIXED for the term of the agreement.
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EXHIBIT "E"
SCHEDULE OF PERFORMANCE
Administration: The City estimates that the services will be required for approximately 4
YEARS.
• Maintain agreement files and facilitate City obligations.
• Ensure City obligations are met; monitor projects; maintain loan, grant, regulatory
agreement, and DOA files.
• Maintain and monitor awardee contracts and agreements for compliance; establish
inventory of affordable units, affordability levels, and affordability expiration.
• Assist in the development and coordination of the department budget; approve, track,
and monitor expenditures as required.
• Assist in the development and implementation of goals, objectives, policies, procedures,
and work standards for the department; monitor revisions and implementation programs
of City's adopted Housing Element.
• Conduct a variety of operational studies and reports; recommend modifications to
assigned programs, policies, and procedures as appropriate; prepare and create
proposals, make presentations, prepare and present staff reports, policies, ordinances,
and other necessary written and oral correspondence.
• Create and maintain relevant portions of department website.
• Participate in programs and initiatives as assigned; provide guidance on assigned
programs; serve as staff on a variety of boards, commissions, and committees.
• Respond to public inquiries and complaints in a courteous manner; provide information
within the area of assignment; resolve complaints in an efficient and timely manner.
• Perform other duties and responsibilities as required.
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City of San Bernardino Center for Community Investment. Affordable Housing
Pip el ine Assessment (see work product sample)
Project Term: September 2020 -February 2021
Project Description: LeSar was approached by a collaborative table of community stakeholders in the City of
San Bernardino (including City staff) to review their affordable housing development pipeline and analyze its
feasibility along with strategies for expanding and accelerating development opportunities. Through funding
and programmatic support from the Center for Community Investment, LDC evaluated the likely feasibility
of development projects, conducted research and interviews with developers, visited sites, and analyzed
development viability, trends, and potential capital and policy solutions to achieve the stated outcomes and
improve the City's housing capacity. Development types included single family homeownership, permanent
supportive housing, mixed income multifamily, and housing authority site redevelopment.
City of San Diego 2020-2024 Consoli dated Plan and Fiscal Year 2020 Action Plan
Award and Completion Dates: 2018-2019
Project Description: LDC worked with the City of San Diego to develop its 2020-2024 Consolidated Plan and
2020 Action Plan, which helps to evaluate community needs and allocate funds to assist low-to-moderate
income individuals and families. This process included updating the Citizen Participation Plan; facilitating
community dialogue in low-and moderate-income communities to identify housing, economic, and community
development priorities; conducting a housing and community needs assessment based on an analysis of the
housing market and economic and community needs; and drafting the five-year plan and one-year action plan.
Feedback received in the public comment period was incorporated into the final plan for submission to HUD in
May 2019.
County of San Diego 2020-2024 Consolidated Plan and Fiscal Year 2020 Action Plan (see
work product sample )
Award and Completion Dates: April 2019-May 2020
Project Description: LDC worked with the County of San Diego to develop its 2020-2024 Consolidated Plan
and 2020 Annual Action Plan. The Consolidated Plan covers all unincorporated area of the County, as well as
the incorporated cities of Coronado, Del Mar, Imperial Beach, Lemon Grove, Poway, Solana Beach, Carlsbad,
Encinitas, La Mesa, San Marcos, Santee, and Vista. The plan development process included updating the Citizen
Participation Plan; facilitating community engagement in low-and moderate-income communities to identify
housing, economic, and community development priorities throughout the region; conducting a housing and
community needs assessment based on a robust data and policy analysis of the housing market and economic
and community needs; and drafting the Five-Year Plan and Annual Action Plan. Additional engagement
included the development of a community needs survey to solicit feedback from the broader community, as
well as consultations with key stakeholders to inform future goals and priorities, as well as implementing the
key requirements of the Citizen Participation Plan. The final Consolidated Plan and Annual Action Plan were
submitted to HUD in May 2020.
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89
Metropolitan Transportation Commission (MTC) Reg ional Housing Strategy (CASA Process}
Project Term: May 2017-January 2019
Project Description: Jennifer LeSar, President and CEO of LeSar and Co-CEO of Estolano LeSar Advisors (ELA),
served as the facilitator and strategic process design lead for the CASA process that resulted in the CASA
Compact, a 10-point plan to address the Bay Area's regional housing affordability crisis. LeSar, the three CASA
co-chairs, and MTC staff guided and supported a planning process aimed at increasing housing production at all
levels of affordability, preserving existing affordable housing stock, and protecting vulnerable populations from
experiencing housing instability and threats of displacement. LeSar and ELA staff also facilitated the work of
CASl,(s Steering and Technical Committees, which are composed of a diverse group of leaders from the Bay Area
private, philanthropic, governmental, and nonprofit sectors.
Weingart Center Association Supportive Housing D evelopment
Project Term: February 2016 -January 2017
Project Description: In 2015, Weingart Center Association engaged LDC to assist with evaluation of an
opportunity to partner with a local developer to acquire a property in Skid Row for the purpose of developing
supportive housing for individuals experiencing homelessness, to evaluate development potential for the site and
to assist the Board and Executive Staff in developing a vision and planning framework for the role of Weingart in
developing affordable and supportive housing. LDC introduced Weingart to alternative developers, advised them
on the developer selection process, and eventually helped them unwind their initial development partnership
and negotiate a joint development agreement with Chelsea Investment Corporation. LDC also provided advice
and counsel to Weingart on the creation of a short-and long-term real estate development and management
strategy and work plan, which included education and planning sessions with senior staff and the Board of
Directors, research on affordable and supportive housing issues, the outline of a service strategy and plan, and
the identification of available revenue sources .
San Diego Housing Commission Homelessness Consultation and PSH Toolkit
Project Term: September 2 018-Present
Project Description: LDC has provided ongoing homelessness consultation services to the San Diego Housing
Commission, which serves as the Public Housing Authority and administers and oversees homelessness
assistance programs for the City of San Diego. LDC provides strategic counsel to SDHC on addressing
homelessness and technical assistance on specific activities, including improving street outreach services,
program design for a problem-solving fund, youth host home development, and the design of a shallow rent
subsidy pool as outlined in the City of San Diego's Homeless Emergency Aid Program (HEAP) application to
the state. LDC previously worked with SDHC on an evaluation of the City's emergency shelter programs.
LDC worked with SDHC to create a Permanent Supportive Housing (PSH) toolkit designed to assist local
developers In strengthening their supportive services plans . LDC is also currently working with SDHC on
creating a Permanent Supportive Housing (PSH) toolkit designed to assist local developers in strengthening their
supportive services plans.
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90
County of San Diego Affordable Housing, Homelessness, and Health Strategic Plan
Project Term: July 2017-March 2018
Project Description: San Diego Health and Human Services Agency (HHSA) to create a plan for addressing
housing, homelessness, and health. In 2017, the County merged their Public Housing Authority under the
umbrella of HHSA and identified a need to determine how the new combined entity would address housing
and homelessness through the integration of health and human services. To create the plan , LDC met with
various county departments including housing, behavioral health, child welfare, aging and independent services,
public health, and probation to gather input and mapped all housing resources/funds throughout various
HHSAdepartments. The final plan included how HHSAwould move forward with creating new affordable and
supportive housing across the county using forthcoming funding sources, such as No Place Like Home funds,
and integrate healthcare partnerships with Medi-Cal Managed Care Plans and services to assist homeless
households.
Ci ty of Pomona Proho u sing Webinar Series
Project Term: November 2020-April 2021
Project Description: LDC is producing a customized course that blends elements of its Housing Policy
Leadership Academy with content focused on specific prohousing policies that support the planning, approval,
and construction of housing. Each session will be a 90-minute webinar and include an opportunity for the City to
gather feedback from the 20-30-person cohort of local and regional leadership and other stakeholders to inform
the development of committees and working groups to participate in the Housing Element planning process .
County of Riverside and Continuum of Care Strategic Planning Consulting Services (see work
product sample)
Project Term: November 2019-Present
Project Description: In Phase I LDC was engaged to develop and implement a strategic planning process
to provide the Board of Governance (BoG) for Riverside County and the Continuum of Care (CoC) with a
roadmap and organizational structure that transforms the CoC network into a high-functioning, high-impact
network with clear goals and strategies that works seamlessly to implement objectives to address regional
homelessness . This work involved an outreach, assessment, engagement, and planning process that built on
BoG and CoC strengths and achievements and that articulated a vision for the future based on an in-depth
understanding of the changing social, political, economic, and technological environment faced by the CoC. The
process also incorporated feedback from regional partners and diverse stakeholders to ensure that the plan and
organizational structure achieved widespread internal and external buy-in. In Phase II LDC was asked to perform
a needs and gap analysis for the Continuum of Care. develop a Strategic Homeless Action plan and develop an
implementation plan for the Board of Governance Strategic plan developed in Phase I. This work will start in
February 2021.
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-~
.. , .. ;·,.,~.-~·.
City of Riverside Housing First Policy. Development, and Funding Str1 tegy (see work product ·;,
sample)
Project Term: October 2017-December 2018
Project Description: The City of Riverside, like other Southern California cities, is impacted by homelessness,
especially those who are living unsheltered. To reduce homelessness and its impact on the community, the City
is actively pursuing the creation of nearly 400 units of housing to meet the needs of the current unsheltered
population. To achieve this goal, the City has committed to Housing First as a best practice approach to address
homelessness, and specifically to using the supportive housing intervention. To help guide the City of Riverside
as they pursue the creation of housing to address homelessness over the next few years, LDC created a strategy
which provides recommendations for best practices related to the development and operation of supportive
housing in policy. The strategy also provides direction on specific parcels types to consider for development and
funding sources available to subsidize development costs. LDC has been asked to update this plan for the City of
Riverside.
County of Santa Barbara Community Action Plan to Address Homelessness
Project Term: October 2019-April 2020
Project Description: LDC engaged in a regionwide planning process to provide the County, the Continuum of
Care (CoC), and municipal jurisdictions with a regional roadmap and structure to implement the Community
Action Plan to Address Homelessness in Santa Barbara County. LDC conducted an assessment, engagement, and
planning process that built on the strategies outlined in the Community Action Plan. The process also focused on
addressing identified barriers and aligning systems and activities across the region and expanding affordable and
supportive housing opportunities for a variety of subpopulations, including individuals with disabilities and those
who are at risk of chronic homelessness.
San Gabriel Valley Council of Governments Homelessnes s Planning for 17 Cities
Project Term: November 2017-July 2018
Project Description: : In January 2018, the San Gabriel Valley Council of Governments (SGVCOG) hired LDC to
help 17 cities in the region develop homelessness plans using one-time grant funding from a program created by
the County of Los Angeles and the United Way of Greater Los Angeles' Home for Good Funders Collaborative.
Because most cities did not have current plans to address homelessness, LDC initially worked with staff in each
city to gather background information about local efforts. LDC then conducted research on local and regional
demographic trends and programs, conducted stakeholder interviews, and facilitated a series of community
meetings to discuss challenges, opportunities, and priorities for addressing homelessness. LDC augmented the
findings from these meetings with additional research and worked with City staff to draft plans with goals and
action steps, recommended policy and program changes, and potential resources and partners to support each
plan's implementation. LDC staff also prepared materials and supported staff in seeking City Council approval
for the plans. As part of the planning process, LDC worked with cities to align their plans with the strategies
funded through the Los Angeles County Homeless Initiative, which address the Coordinated Entry System, case
management and services, affordable and subsidized housing, accessing employment and benefits income, and
homelessness prevention. LDC also assisted the SGVCOG in fostering sub-regional cohorts and hosting a post-
planning summit to support the cities' transition from planning to implementation.
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Anthem Blue Cross State of Californ ia Homeless and Housing Strategy
Award and Completion Dates: January 2016-Present
Project Descrfptfon: LDC has worked with Anthem as its national homelessness advisor since 2016. In 2018,
LDC created a strategic plan to help the health plan better addresses homelessness among their Medi-Cal
members and build solid partnerships with local communities. LDC is now helping to implement the plan, which
includes creating a statewide housing flex fund and partnerships with local homeless services providers in key
markets statewide. Among these projects was a successful permanent supportive housing voucher pilot program
for 25 homeless households in Pomona. LDC is now managing flexible housing subsidy pools for Anthem in
Indiana, Kentucky, and Texas .
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83. Experience Relevant to Scope of Services
Our vast
experience informs
our understanding
of the specific
details within the
scope components
As addressed in other sections of this SOQ, LDC's team is comprised of experts
with deep and broad experience relevant to the scope of services. Specifically:
• Craig Adelman (Senior Principal, Project Manager): served as Deputy
Director of the San Francisco Mayor's Office of Housing (City and County)
and managed major initiatives, development funding, asset management,
and policy at local, state, and federal levels. He has also been an affordable
housing developer {nonprofit and for profit) for over 15 years, a community
development lender with a major bank, and a leader within a community
development financial institution {CDFI).
• Mitch Wippern (Senior Principle, Homelessness Lead): led the redesign and
implementation of Napa's supportive housing and homeless services system,
transforming it from an isolated, high-barrier, low-performing system to an
integrated, low-barrier, high-performing system. Mr. Wippern also wrote and
led the implementation of Napa's Whole Person Care Pilot and helped to
develop Napa County's No Place Like Home application.
• Helmi Hisserich (Senior Principal): served as Deputy Mayor of Housing and
Economic Development and subsequently as Director of Housing Strategies
and Services with the City of Los Angeles for nearly 20 years, where she
has led the development of over 5,000 affordable homes, forged a Housing
for Health partnership with the L.A. County Health department, worked
extensively in homeownership programs, and developed and implemented
numerous innovative financing and policy programs.
• Gabriel Speyer {Senior Principal): brings five years of community based
affordable housing development experience with a deep understanding of
competitive finance programs and strategies for improving development
outcomes. Prior to being a developer, he was a community development
lender with Bank of America for over 10 years and brings strong financial
underwriting and risk assessment skills to his work.
• Farzad Mashhood (Associate): a planner by training, Farzad brings a strong
background and understanding of land use strategies for increasing and
accelerating housing options in California communities. He is expert on
current policy and legislative proposals for improving housing affordability.
• Stefan Gonzalez {Associate): brings practical experience in the delivery of
programs to support people experiencing homelessness. His has developed
and managed these programs in ways that elevate racial equity and housing
justice.
This collective experience of our team is critical to effectively implementing a
comprehensive approach to affordable housing and homeless services programs
within the City of Palm Springs. Our vast experience informs our understanding of
the specific details within the scope components, but also where and how they fit
together to achieve an integrated whole.
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B4. Work Product Examples
In Appendix A. we have included excerpts for the following work product samples as well as links to the full
documents:
1. County of San Diego Consolidated Plan
2. San Bernardino Affordable Housing Pipeline Assessment Presentation
3. County of Riverside Continuum of Care Board of Governance Strategic Plan
4. City of Riverside Housing First Strategy
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C1. Previous Experience with Public Outreach
LDC's experience facilitating the development of
consensus-based solutions through community
engagement is grounded in research on best practices
and the unique needs of the region or community of
focus. We share our data, knowledge of best practices,
and key findings from community engagement
processes with key stak~holders during interviews.
listening sessions, and community forums. This process
allows LDC to ground truth the data in a local context
that captures feedback from diverse perspectives
ranging from elected officials and agency staff to
developers and financial institutions, nonprofit service
providers, and community groups, including those with
lived experience of housing instability, homelessness,
and housing as a bridge to intergenerational wealth
building and economic prosperity.
In 2018, LDC led development of homelessness plans
for 20 cities in Los Angeles County, including 17
cities in the San Gabriel Valley as well as the Cities
of Norwalk, Burbank, and Culver City. During this
planning process, LDC conducted nearly 100 public
meetings and education sessions with city councils,
commissions, and committees. Our team engaged
members of the public and city officials in a variety of
discussion and planning activities, including Q&A and
visioning sessions, small-group breakouts with report-
backs, and dot voting as part of priority-setting. LDC
also created community toolkits and other educational
materials that could be distributed in hard copy and
digitally. LDC also supported the City of Pomona in
facilitating a lived experience summit to gain insights
from people experiencing homelessness as part of the
City's efforts to enhance its homelessness response.
Also in 2018, the Borrego Water District engaged
LDC to assist with identifying the needs of Borrego's
community throughout the Groundwater Sustainability
Plan (GSP) development process. The GSP is a state
mandate to reduce groundwater use by 75% across
agricultural, recreational, and municipal sectors by
2040. Primary goals of LDC's scope were to identify
and engage disadvantaged community members
whose participation in the outreach process had
thus far been limited (e.g., due to cultural, economic,
Prepar~d by LeSar Ci<?1teiopment Con$u!tants for the Chy of Pshn Sµrings
digital, or literacy/linguistic barriers) and to assess
the socioeconomic conditions in the area as they
relate to water quality, accessibility, and affordability.
Over the course of 18 months, LDC implemented a
stakeholder engagement strategy that both educated
the community and solicited informed feedback about
the GSP. The information gleaned from LDC's analysis
of existing data, surveys of residents and businesses,
social media and door-to-door education and
engagement, and community input sessions informed
development of the draft plan. LDC's outreach efforts
established strong communication channels that
will facilitate education and dialogue throughout
sustainability plan implementation.
Last year, LDC engaged completed a regionwide
planning process to provide the County of Santa
Barbara, the region's Continuum of Care (CoC), and
affiliated municipal jurisdictions with a regional
roadmap and structure to implement the Community
Action Plan to Address Homelessness in Santa
Barbara County and also completed both the City
of San Diego and the County of San Diego's 2020-
2024 Consolidated Plans and Fiscal Year 2020 Action
Plans. These planning processes included extensive
stakeholder engagement, which was conducted
as a mixture of virtual public meetings, in-person
workshops, and online surveys.
LDC is presently leading statewide outreach efforts for
the California Department of Housing and Community
Development's homeowner disaster recovery program,
the ReCoverCA Owner-Occupied Rehabilitation and
Reconstruction (OOR) program. To date, all outreach
with wildfire-affected communities has taken place
through virtual meetings, social media, online surveys,
and word-of-mouth marketing strategies such as
community toolkits and strategic ad placements in
affected areas. LDC participates in weekly meetings
with HCD OOR program leadership and provides
regular updates on progress across outreach activities.
When pandemic restrictions ease, the LDC team will
begin in-person outreach in affected areas as well.
25 !»1
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D 1. References
1. Benita DeFrank, Pomona
Neighborhood Services Director
City of Pomona
(909) 620-2094
benita_defrank@ci.pomona.ca.us
Award and Completion Dates: November 2020-April 2021
Project Description: LDC is producing a customized course that blends elements of its Housing Policy
Leadership Academy with content focused on specific prohousing policies that support the planning, approval,
and construction of housing.
2. Robert McKinnon, California DGS
Assistant Branch Chief, Asset Management Branch
Real Estate Services Division, Department of General Services
(916) 376-1814
robert.mckinnon@d gs .ca.gov
Award and Completion Dates: November 2020-November 2023
Project Description: The State of California selected LDC to serve as its consultant working in partnership
with the Department of General Services and the Department of Housing and Community Development to
enact and implement the Governor's executive order to convert excess State-owned properties into affordable
housing. The multiyear engagement includes enacting and documenting the program, prioritizing properties
in the portfolio, detailed assessments of site feasibility, and helping manage solicitation, disposition, and
negotiations with developers. LDC will provide critical expertise in affordable housing development, finance,
and innovation to expedite production and maximize impact of State resources. The program seeks to create
over 4,000 units of affordable housing statewide.
3. Matt Lust
Manager, Affordable Housing Finance
Los Angeles County Development Authority
(626) 262-4511
matt.lust@lacda.org
Award and Completion Dates: 2007-Present
Project Description: LDC has been an ongoing underwriter of the competitive applications submitted under
the Notice of Funding Availability (NOFA) process since 2008. LDC also provides LACDA staff with technical
advisory services and recently advised LACDA on Project Homekey strategies, site acquisition challenges, and
rental subsidy voucher strategies.
4. Suket Dayal
Executive Vice President, Business Administration (Housing)
San Diego Housing Commission
(619) 578-7608
suketd @sdhc.org __
Award and Completion Dates: August 2019-August 2020
Project Description: On behalf of the San Diego Housing Commission, LDC developed and proposed a pilot
program structure that would result in a middle-income housing strategy that unlocks potential missing
middle housing production given the right policies and financing tools. To do so, LDC examined domestic and
international models for producing middle-income housing, factored in existing land use and housing policies
in the region and city, surveyed what financial resources could be committed to constructing middle-income
housing, and leveraged our team's deep expertise in housing policy, development, and finance.
f>re;nred by LeSar Deveioprnent Con!:l.1rrants for the City of P:,;!ln Springs 26 l!'L1
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5. Lisa Jones
Executive Vice President, Strategic Initiatives {Homelessness)
San Diego Housing Commission
619) 578-7696
lisaj@sdhc.org
Award and Completion Dates: September 2018-Present
Project Description: LDC has. provided ongoing homelessness consultation services to the San Diego Housing
Commission, which serves as the public housing authority and administers and oversees homelessness
assistance programs for the City of San Diego. LDC provides strategic counsel to SDHC on addressing
homelessness and technical assistance on specific activities, including improving street outreach services,
program design for a problem-solving fund, youth host home development, and the design of a shallow rent
subsidy pool.
6. Tanya Torno
Deputy Director
County of Riverside Continuum of Care
(951) 343-5421
ttorno@rivco.org
Award and Completion Dates: November 2019-Present
Project Description: In Phase I LDC developed and implemented a strategic planning process to provide
the Board of Governance (BoG) for Riverside County and the Continuum of Care (CoC) with a roadmap and
organizational structure. In Phase II LDC was asked to perform a needs and gap analysis for the Continuum
of Care, develop a Strategic Homeless Action plan and develop an implementation plan for the Board of
Governance Strategic plan developed in Phase I. This work will start in February 2021.
7. Andre Simpson
Chief Operations Officer
Veterans Village of San Diego
619-393-2000
andre .sim son@wsd .net
Award and Completion Dates: February-November 2020
Project Description: Under contract with the San Diego Housing Commission, LDC was hired to staff and
analyze barriers in Veterans Village of San Diego's (VVSD's) performance serving local veterans. LDC staff
acted as a Temporary Chief Program Officer (TCPO) and worked with WSD staff and leadership as well as the
Continuum of Care and the Housing Commission to review policies, practices, and outcomes. The TCPO offered
and helped to implement structural and programmatic changes to help the organization meet service goals.
Prepared by LcSar Dcveioprnent Cons.1.i!tants for the Chy of P:-1i;n Si:irings 27 r.,
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APPENDIX A: Excerpts of Work Samples
Cover pages for work samples listed below are provided on the following pages. Each title listed below is also
hyperlinked to a copy of the full document.
1. County of San Diego Consolidated Plan
2. San Bernardino Affordable Housing Pipeline Assessment Presentation
3. County of Rive rside Continuum of Care Board of Governance Strategic -~~r:!
4. -~J!Y __ of Riverside Housing_.E_!_r~t,_~!,~~t~gy
Prepared by LeSar De11ciopment Con:su!i:ants for the Chy of Ps!ln Springs 28 l!i1
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I HH.16
COCNTY. OF SAN DIEGO CONSORTTUM
'.?.020-2024 CONSOLIDA1ED PLAN A~
2020-:.021 ,<\NNUAL PLAN
Riverside Continuum of Care Board of
Governance
Strategic Plan
~.jl.202U
Prepared by LeSar Development Com:u!tants for th1: Cliy of Ps!rn Springs
Page 68 of83
/\CCf:LEP./, r 1iJC !N'/~STf•,,1Er,1TS
FiJR HEi'.\LT!IY r..:ur .. M\;i,__11,JJrES
SAN BERNARDINO
HOUSING PIPELINE ASSESSMENT
Housing First Strategy
A Road Map to Create, Implement, and Oper.rte
a Housing First Approach in the Clty of Riverside
Prtp,1tmb1:
~$;,,~:;kti:,,m••tCor1'.il'::rts
rrm.,.,can11iiltan&1 :
t",~~ IWl\t.!, ')(;,,-r.~ ,'\:f.s-::c.i.r;(:
l4H,oJ•·,t1M:'p~ -.:,onio,,\,v,,•1,••
u.:i r.;...t,' • .s..iriorl'ntK:JP.-,t
29 l!J.1
100
APPENDIX B: Required Forms
ATTACHMENT "A"
*THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR QUALIFICATIONS
SUBMITTAL (Envelope #1)*
REQUESTS FOR STATEMENTS OF QUALIFICATIONS (SOQ) #04-21
HOUSING CONSULTANT SERVICES
Sl<;NATURE AUTHORIZATION
NAME OF COMPANY (PROPOSER): LeSar Development Consultants
BUSINESS
ADDRESS : 404 Euclid Avenue, Suite 212, San Diego, CA 92114
TELEPHONE: 619-236-0612 CELL PHONE NIA FAX'--6_19_-2_36-_0_6_13 ____ _
CONT ACTPERSON._Je_n_n~_er_Le_s_ar _______ EMAIL ADDRESS ops@lesardevetopment.com
A. I hereby certify that I have the authority to submit this Submittal to the City of Palm
Springs for the above listed individual or company. I certify that I have the authority to bind
myself/this company in a contract should I be successful in my submittal.
Jennifer LeSar, President and CEO
PRINTED NAME AND TITLE
-. ' ,./ \ '."4;.,,-.,/~. ,-,./,l"-'1--·-·
I 1 V
'./
1/2.8/2.001
SIGNATURE AND DATE
B. The following information relates to the legal contractor listed above, whether an individual
or a company. Place check marks as appropriate :
1. If successful, the contract language should refer to me/my company as:
__ An individual;
__ A partnership, Partners' names : ____________ _
__ A company;
..1L_ A corporation If a corporation, organized in the state of: California
2. My tax identification number is: _2_0_-3_4_68_7_6_7 __________ _
ADDENDA ACKNOWLEDGMENT:
Acknowledgment of Receipt of any Addenda issued by the City for this SOQ is required by including the
acknowledgment with your submittal. Failure to acknowledge the Addenda issued may result in your
submittal being deemed non-responsive.
In the space provided below, please acknowledge receipt of each Addenda:
Addendum(s) # __ 1 ____ is/are hereby acknowledged.
Page 13 of 46
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101
ATTACHMENT "B"
*THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR QUALIFICATIONS
SUBMITTAL (Envelope #1)*
NON-COLLUSION AmDAVITTO BE EXECUTED BY BIDDER AND NOTARIZED
AND SUBMI'ITED Wl11I BID
STATE OF CALIFORNIA) ss
COUN1Y OF RNERSIDE)
The undersigned, being first duly sworn, deposes and says that he or she is
the President and CEO of LeSar Development Consultants the party making the foregoing
Submittal. That the Submittal is not made in the interests of, or on the behalf of, any undisclosed
person, partnership, company, association, organization, or corporation; that the Submittal is genuine
and not collusive or sham; that the Proposer has not directly or indirectly induced or solicited any other
Proposer to put in a false or sham SubmittaL and has not directly or indirectly colluded, conspired,
connived, or agreed with any Proposer or anyone else to put in a sham Submittal, or that anyone shall
refrain from Proposing; that the Proposer has not in any manner, directly or indirectly, sought by
agreement, communication, or conference with anyone to fix the Submittal price of the Proposer or any
other Proposer, or to fix any overhead, profit, or cost element of the Submittal price, or of that of any
other Proposer, or to secure any advantage against the public body awarding the contract of anyone
interested in the proposed contract; that all statements contained in the Submittal are true; and,
further, that the Proposer has not, directly or indirectly, submitted his or her Submittal price or any
breakdown thereof, or the contents thereof, or divulged information or data relative thereof, or paid,
and will not pay, any fee to any corporation, partnership, company, association, organi:zation, Submittal
depository, or any other member or agent thereof to effectuate a collusive ors ham Submittal
By-
Title· President and CEO
Subscribed and sworn to before me this day of 2021
Page 14 of 46
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102
ATTACHMENT "D"
frfHIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR QUALIFICATIONS
SUBMITTAL (Envelope #1 )*
CITY OF PALM SPRINGS, CA
CONFLICT OF INTEREST AND NON-DISCRIMINATION
CERTIFICATION
Conflict of Interest. Consultant acknowledges that no officer or employee of the City has or shall
have any direct or indirect financial interest in this Agreement nor shall Consultant enter into any
agreement of any kind with any such officer or employee during the term of this Agreement and for
one year thereafter. Consultant warrants that Consultant has not paid or given, and will not pay or
give, any third party any money or other consideration in exchange for obtaining this Agreement.
Covenant Against Discrimination. In connection with its performance under this Agreement,
Consultant shall not discriminate against any employee or applicant for employment because of
actual or perceived race, religion, color, sex, age, marital status, ancestry, national origin ( i.e.,
place of origin, immigration status, cultural or linguistic characteristics, or ethnicity), sexual
orientation, gender identity, gender expression, physical or mental disability, or medical condition
(each a "prohibited basis'). Consultant shall ensure that applicants are employed, and that
employees are treated during their employment, without regard to any prohibited basis. As a
condition precedent to City's lawful capacity to enter this Agreement, and in executing this
Agreement, Consultant certifies that its actions and omissions hereunder shall not incorporate any
discrimination arising from or related to any prohibited basis in any Consultant activity, including but
not limited to the following: employment, upgrading, demotion or transfer; recruitment or recruitment
advertising; layoff or termination; rates of pay or other forms of compensation; and selection for
training, including apprenticeship; and further, that Consultant is in full compliance with the
provisions of Palm Springs Municipal Code Section 7.09.040, including without limitation the
provision of benefits, relating to non-discrimination in city contracting.
NAME OF CONSUL TANTNENDOR: LeSar Development Consultants
NAME and TITLE of Authorized Representative:
(Print) Jennifer LeSar, President and CEO
Signature and Date of Authorized Representative:
(Sign) J~:/,,e_,, -/JJ-l,.,-•-·· v
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(Date) __ 1_12_a_12_0_21 __ _
32 r.,
103
ATTACHMENT "E"
~HIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR QUALIFICATIONS
SU BM ITT AL (Envelope #1 r
Who Must File?
CITY OF PALM SPRINGS
PUBLIC INTEGRITY DISCLOSURE
(INSTRUCTIONS FOR APPLICANTS)
Applicants that are NOT a natural person or group of natural people that will be identified
on the application, and seek a City approval determined by a vote of City officials.
Examples include corporations, limited liability companies, trusts, etc. that seek a City
Council approval, or an approval by one of the City's board or commissions.
Why Must I File?
The City of Palm Springs Public Integrity Ordinance advances transparency in municipal
government and assists public officials in avoiding conflicts of interest. The City's Public
Integrity Ordinance, codified in Chapter 2.60 of the municipal code, reflects the City's
interest in ensuring that companies (and other legal entities that are not natural people)
doing business in the community are transparent and make disclosure as to their
ownership and management, and further that those companies disclose the identity of any
person, with an ownership interest worth two thousand dollars ($2,000) or more, who has a
material financial relationship with any elected or appointed voting City official, or with the
City Manager or City Attorney.
!1!11!i. A material financial relationship is a relationship between someone who is an owner/investor in
the applicant entity and a voting official (or the City Manager or City Attorney), which relationship
includes any of the following:
(1) the owner/investor and the official have done business together during the year prior to the
application;
(2) the official has earned income from the owner/investor during the year prior to the filing of the
application;
(3) the owner/investor has given the official gifts worth fifty dollars ($50) or more during the year prior to
the filing of the application; or
(4) the official might reasonably be anticipated to gain or lose money or a thing of value, based upon the
owner/investor's interest in the applicant entity, in relation to the application's outcome.
When Must I File?
You must file this form with the Office of the City Clerk at the same time when you file your
application for a City approval determined by a vote of City officials, whether elected or
appointed .
What Must I Disclose?
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A. The names of all natural persons who are officers, directors, members, managers,
trustees, and other fiduciaries serving trusts or other types of organizations
(attorneys, accountants, etc.).
Note: (1) only trusts or other organizations that are not the fiduciaries, (2) if a second entity that is not a
natural person serves the applicant entity (e.g., as a member of an applicant LLC), then all officers, directors,
members, managers, trustees, etc., of the second entity must be disclosed).
B. The names of persons owning an interest with a value of two thousand dollars ($2,000)
or more who have a material financial relationship with an elected or appointed City
official who will vote on the applicant's application, or with the City Manager or City
Attorney.
PENALTIES
Falsification of information or failure to report information required to be reported
may subject you to administrative action by the City.
'kThere are some additional supplementary instructions with an
example following the form should you need further clarification.
Page 19 of 46
Prep¥cd by LeSar De1teiopmcnt Com:ulrants for the Chy of P:;;!rn .Sµrings
Page 73 of 83
34 lr.1
105
1.
2.
3.
4.
5.
Name of Entity
PUBLIC INTEGRITY DISCLOSURE
APPLICANT DISCLOSURE FORM
LeSar Development Consultants
Address of Entity (Principle Place of Business)
404 Euclid Avenue, Suite 212, San Diego, CA 92114
Local or California Address (if different than #2)
NIA
state where Entity Is Registered with Secretary of state
California
If other than California , is the Entity also registered in California? • Yes O No
Type of Entity
Kl Corporation O Limited Liability Company O Partnership O Trust O Other (please specify)
6. Officers, Directors, Members, Managers, Trustees, Other Fiduciaries (please specify)
Note: If any response Is not a natural person, please Identify all officers, directors,
members, managers and other fiduciaries for the member, manager, trust or other
entity
Jennifer LeSar ~ Officer ~ Director O Member O Manager
[name]
O General Partner O Limited Partner
•Other
O Officer O Director O Member O Manager
[name]
D General Partner D Limited Partner
•Other
0 Officer O Director O Member O Manager
[name]
O General Partner O Limited Partner
n0ther
20 Revised : 5/1/20
55575.18165\32900157.2
PrepMcd by LeSar Dcveiopmcnt Com:ulrants for the Chy of P::;!rn .Sµrings 3.5 111
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106
7. Owners/Investors with a 5% beneficial Interest In the Aoollcant Entltv or a related entltv
EXAMPLE
JANEOOE 50%, ABC COMPANY, Inc.
[name of owner/Investor] [percentage of beneficial Interest In
entity and name of entity)
A.
Jennifer LeSar 100%, LeSar Development Consultants
[name of owner/Investor] [percentage of beneficial Interest In
entity and name of entltyl
B.
[name of owner/Investor] [percentage of beneficial Interest In
entity and name of entity]
C.
[name of owner/investor] [percentage of beneficial Interest In
entity and name of entity]
D.
[name of owner/Investor) [percentage of beneficial Interest In
entity and name of entity]
E.
[name of owner/Investor] (percentage of beneficial Interest In
entity and name of entity]
I DECLARE UNDER PENAL TY OF PERJURY UNDER THE LAWS OF THE STATE
OF
CALIFORNIA THAT THE FOREGOING IS TRUE AND CORRECT.
Signature of Disclosing Party, Printed Name, Title Date
Q~ £..A~ 1/28/2021
() Jennifer LeSar, President & CEO
I
21 Revised: 5/1/20
55575.18165\32900157 .2
Prep¥ed by LeSar Development Com:.u!tants for th1: Chy of Pc1!rn .Springs 36 UL1
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107
City of Palm Springs, CA.
Business Disclosure Supplementary Instructions
In an effort to ensure we capture the required business entity information in accordance with the
attached instructions, we provide you these supplementary instructions to clearly identify the
required information, and the format the information should be provided.
If you, as the applicant, are a business entity (i.e. a corporation or limited liability company), and
it is also comprised of other business entities as its members or having a financial interest, all
other such business entities must also be disclosed, including those entities other business
entities, if any .
Ultimately, the City's disclosure document (attached) requires a listing identifying all natural
persons having any financial interest over 5% of the business entities (and any other business
entities comprising your business entity).
As an example, Applicant is: Acme Brothers, Inc., a California corporation, whose officers are:
John Doe, Jill Doe, and Jay Doe, which is ovvned 50% by Acme Brothers, LLC, a California
limited liability company, and John Doe (25% interest) and Jill Doe (25% interest). Acme
Brothers, LLC, is managed by Acme Brothers 2, Inc., a California corporation, whose officers
are: George Doe, Bill Doe, and Jane Doe, which is owned 100% by Acme Brothers 2, LLC, a
California limited liability company, which is managed by George Doe, with George Doe and
Jane Doe having 50% interest each.
The full business entity disclosure in this example would resemble the following:
1. Acme Brothers, Inc., a California corporation
a. Officers: John Doe, Jill Doe, and Jay Doe
b. Ownership:
i. 50% Acme Brothers, LLC, a California limited liability company
ii. 25% John Doe
iii. 25% Jill Doe
2. Acme Brothers, LLC, a California limited liability company
a. Managers: Acme Brothers 2, Inc., a California corporation
b. Ownership: 100% Acme Brothers 2, Inc., a California corporation
3 . Acme Brothers 2, Inc., a California corporation
a. Officers: George Doe, Bill Doe, and Jane Doe
b. Ownership: 100% Acme Brothers 2, LLC, a California limited liability company
4. Acme Brothers 2, LLC, a California limited liability company
a. Managers: George Doe
b. Ownership:
i.50%
55575.18165\J2900157.2
22
Prep;ired by LeS:i r Devciopment Com:.uli:ants for thi! c;1y of Ps!in Springs
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37 l!L1
108
111'111 LE SAR DEVELOPMENT dl.ia CONSULTANTS
SUBMI TTA.L DATE:
February 9, 2021
Prepared by:
LeSar Development Consultants
WW\/V.LeSarDevelo ment.com
RESPONSE TO NOTICE INVITING
STATEMENTS OF QUALIFICATIONS
FROM THE CITY OF PALM SPRINGS FOR
Housing Consultant
Services
Cost I Rates
SOQ 04-21
For all inquiries related to this proposal, please contact:
Craig Adelman, Senior Principal
LeSar Development Consultants
404 Euclid Ave. Suite 212, San Diego, CA 92114
Phone: 415-218-9455
Email: era ig@lesardevelopment.com
Page 77 of 83
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Cost Proposal/Rates
ATTACHMENT "C"
*THIS FORM MUST BE COMPLETED AND SUBMITTED WITH YOUR COST SUBMITTAL
(Envelope #2)*
COSTPROPOSAURATES
STATEMENT OF QUALIFICATIONS (SOQ #04-21)
HOUSING CONSUL TANT SERVICES
Responding to Statement of Qualifications SOQ 04-21 for providing a Housing Consultant Services,
IMJE the undersigned will accept the following hourly rates and other costs as defined, for providing
the services as defined within the Scope of Services:
PRIME CONSUL TANT PERSONNEL CLASSIFICATION/TITLE: HOURLY RATE:
Craig Adelman, Senior Principal $ 280
Mitch Wippern, Senior Principal $ 280
Helmi Hisserich, Senior Principal $ 280
Gabriel Speyer, Senior Principal $ 280
Farzad Mashhood, Associate $ 140
Stefan Gonzalez, Associate $ 140
$
$
$
$
SUB CONSULTANT PERSONNEL CLASSIFICATION/TITLE: HOURLY RATE:
$
$
$
$
$
$
$
$
$
$
Reimbursable Expenses the City will be charged (If any) must be identified below: (note that
consultants may not charge the city for any expenses that are not defined this Cost/Rates
PrqHR d by Lc Sa r Devcioprnent Com:uh:ants for the City of P:;;!ln S!)rings
Page 78 of 83
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Submittal and included in the final Schedule of Compensation as mutually agreed to in the
contract, if awarded,. ·
REIMBURSABLE EXPENSE: Cost/Rate:
$
$
$
$
$
Any other expenses, not otherwise defined above, that the City would be charged in the
performance of the scope of services (if any) must be identified below: (note that
consultants may not charge the city for any expenses that are not defined this Cost/Rates
Submittal and included in the final Schedule of Compensation as mutually agreed to in the
contract, if awarded,.
OTHER EXPENSES: Cost/Rate:
$
$
$
$
$
All Costs/Rates are to remain FIXED for the term of the agreement.
NOTE: This page MUST be manually signed.
Certified by: LeSar Development Consultants
Firm Name J}~:,, f.),..,.1 .• -•-
Signature of Authorized Person
Jennifer LeSar
Printed Name
President and CEO
Title
Preps1red by LeSar Development Con~i!rants for th1: Cry of Psirn Springs
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2/9/2021
Date
111
TO:
FROM:
DATE:
SUBJECT:
City of Palm Springs
Department of Procurement & Contracting
MEMORANDUM
LeSar Development Consultants
Procurement & Contracting Manager
March 24, 2021
SOQ 04-21 Cost Proposal Negotiations
The City solicited for proposals from qualified professional firms to provide the City with housing
consultant services of which LeSar Development Consultants was ranked the highest firm for this
process. This memorandum is to document our meeting held today for the cost proposal negotiations
for LeSar Development Consultants.
This memorandum has been agreed upon between the parties to manage the budget by leveraging
strengths and efficiencies across the LeSarteam in order to meetthe City's goals and outcomes moving
forward.
Additions and clarifications as follows:
1. LeSar Development Consultants would like to add Beatriz Stambuk-Torres and Stacy
Calderon to the team as associates. Attached to this memo are their resumes and their
hourly billing rates are $140 and $150 respectively.
2. Jennifer LeSar, who was not listed on the project team, will provide up to 20 hours ($6,000)
of pro-bono service annually on the contract at no cost to the City.
3. LeSar Development Consultants will bill reimbursable expenses at cost and see
opportunities to minimize travel costs by combining site visits with other LeSar activities. We
propose establishing an initial annual reimbursable budget of $2,000.
The above additions and clarifications are subject to the City Council review and approval.
LeSar Development Consultants ft± f.,,!.,,__.
Jennifer LeSar
President and CEO
Page 80 of 83
City of Palm Springs
Jay Virata, Director
Community & Economic Development
112
EXHlBIT "D"
SCHEDULE OF COMPENSATION
COSTPROPOSAURATES
STATEMENT OF QUALIFICATIONS (SOQ #04-21)
HOUSING CONSULTANT SERVICES
Responding to Statement of Qualifications SOQ 04-21 for providing a Housing Consultant
Services, I/WE the undersigned will accept the following hourly rates and other costs as defined,
for providing the services as defined within the Scope of Services:
PRIME CONSULTANT PERSONNEL CLASSIFICATION/TITLE: HOURLY RATE:
Jennifer Lesar, President and CEO $ 20 hours Pro-Bono per year.
Craig Adelman , Senior Principal $ 280.00
Mitch Wippern, Senior Principal $ 280.00
Helmi Hisserich, Senior Principal $ 280.00
Gabriel Speyer, Senior Principal $ 280.00
Farzad Mashhood, Associate $ 140.00
Stefan Gonzalez, Associate $ 140.00
Beatriz Stambuk-Torres, Associate $ 140.00
Stacy Calderon, Associate $ 150.00
SUB CONSULTANT PERSONNEL CLASSIFICATION/TITLE: HOURLY RATE:
$
$
$
$
$
$
$
$
$
$
Reimbursable Expenses the City will be charged (if any) must be identified below: (note
that consultants may not charge the city for any expenses that are not defined this
Cos't/Rates Submittal and included in the final Schedule of Compensation as mutually
agreed to in the contract, if awarded*).
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REIMBURSABLE EXPENSE: Cost/Rate:
Reimbursable expenses at cost $ 2,000.00 proposed initial annual
budget.
$
$
$
$
Any other expenses, not otherwise defined above, that the City would be charged in the
performance of the scope of services (if any) must be identified below: (note that
consultants may not charge the city for any expenses that are not defined this
Cost/Rates Submittal and included in the final Schedule of Compensation as mutually
agreed to in the contract, if awarded*).
OTHER EXPENSES: Cost/Rate:
$
$
$
$
$
All Costs/Rates are to remain FIXED for the term of the agreement.
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EXHIBIT "E"
SCHEDULE OF PERFORMANCE
Administration: The City estimates that the services will be required for approximately 4
YEARS.
• Maintain agreement files and facilitate City obligations.
• Ensure City obligations are met; monitor projects; maintain loan, grant, regulatory
agreement, and DOA files.
• Maintain and monitor awardee contracts and agreements for compliance; establish
inventory of affordable units, affordability levels, and affordability expiration.
• Assist in the development and coordination of the department budget; approve, track,
and monitor expenditures as required.
• Assist in the development and implementation of goals, objectives, policies, procedures,
and work standards for the department; monitor revisions and implementation programs
of City's adopted Housing Element.
• Conduct a variety of operational studies and reports; recommend modifications to
assigned programs, policies, and procedures as appropriate; prepare and create
proposals, make presentations, prepare and present staff reports, policies, ordinances,
and other necessary written and oral correspondence.
• Create and maintain relevant portions of department website.
• Participate in programs and initiatives as assigned; provide guidance on assigned
programs; serve as staff on a variety of boards, commissions, and committees.
• Respond to public inquiries and complaints in a courteous manner; provide information
within the area of assignment; resolve complaints in an efficient and timely manner.
• Perform other duties and responsibilities as required.
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