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HomeMy WebLinkAboutRSG, Inc. - Affordable Housing Consulting Services - 2025AGREEMENT BY AND BETWEEN COMMUNITY DEVELOPMENT COMMISSION -HOUSING AUTHORITY OF THE CITY OF NATIONAL CITY AND RSG, INC. THIS AGREEMENT is entered into by and between the COMMUNITY DEVELOPMENT COMMISSION -HOUSING AUTHORITY OF THE COMMUNITY DEVELOPMENT, a municipal corporation ("CDC -HA"), and RSG, INC. ("RSG"), a California corporation ("CONSULTANT"). RECITALS WHEREAS, the CDC -HA desires to employ a CONSULTANT to provide on -call consulting services related to affordable and market -rate housing, transaction structuring, financing sources, community development programs, regulatory compliance, community engagement, and policy development and evaluation. WHEREAS, the CDC -HA has determined that the CONSULTANT is a is a muli- disciplined consuling firm and is qualified by experience and ability to perform the services desired by the CDC -HA, and the CONSULTANT is willing to perform such services. NOW, THEREFORE, THE PARTIES HERETO DO MUTUALLY AGREE AS FOLLOWS: 1. ENGAGEMENT OF CONSULTANT. The CDC -HA agrees to engage the CONSULTANT to provide on -call consulting services related to affordable and market -rate housing, transaction structuring, financing sources, community development programs, regulatory compliance, community engagement, and policy development and evaluation, and the CONSULTANT agrees to perform the services set forth here in accordance with all terms and conditions contained herein. The CONSULTANT represents that all services shall be performed directly by the CONSULTANT or under direct supervision of the CONSULTANT. 2. EFFECTIVE DATE AND LENGTH OF AGREEMENT. This Agreement shall not become effective and binding until fully executed by both the CDC -HA and CONSULTANT. The duration of this Agreement is from the effective date through June 30, 2027. This Agreement may be extended by mutual agreement upon the same terms and conditions for an additional one (1) year term. The Parties may exercise up to three (3) one-year extensions. Any extension of this Agreement must be approved in writing by the Executive Director of the CDC -HA. 3. SCOPE OF SERVICES. The CONSULTANT will perform services as set forth in the attached Exhibit "A". The CONSULTANT shall be responsible for all research and reviews related to the work and shall not rely on personnel of the CDC -HA for such services, except as authorized in advance by the CDC -HA. Standard Agreement Page 1 of 12 CDC -HA and Revised January 2024 RSG, Inc. (RSG) The CONSULTANT shall submit proposals for individual task orders consistent with the general scope of work, schedule of deliverables described in Exhibit "A, and a "not -to -exceed" cost estimate. The Project Coordinator will issue a Notice to Proceed upon approval of each individual task order. After issuance of a Notice to Proceed for each individual task order the CONSULTANT will only receive compensationfor actual work performed, on a time -and - materials basis, consistent with the detailed scope of work, and within the limits of the "not -to - exceed" cost estimate. The CDC -HA may unilaterally, or upon request from the CONSULTANT, from time to time reduce or increase the Scope of Services to be performed by the CONSULTANT under this Agreement. Upon doing so, the CDC -HA and the CONSULTANT agree to meet in good faith and confer for the purpose of negotiating a corresponding reduction or increase in the compensation associated with said change in services. 4. PROJECT COORDINATION AND SUPERVISION. The Community Development Manager hereby is designated as the Project Coordinator for the CDC -HA and will monitor the progress and execution of this Agreement. The CONSULTANT shall assign a single Project Director to provide supervision and have overall responsibility for the progress and execution of this Agreement for the CONSULTANT. Tara Matthews thereby is designated as the Project Director for the CONSULTANT. 5. COMPENSATION AND PAYMENT. The compensation for the CONSULTANT shall be based on monthly billings covering actual work performed. Billings shall include labor classifications, respective rates, hours worked and, also materials, if any. The compensation for the CONSULTANT's work shall not exceed $50,000. The compensation for the CONSULTANT's work shall not exceed the rates set forth in Exhibit "A." Monthly invoices will be processed for payment and remitted within thirty (30) days from receipt of invoice, provided that work is accomplished consistent with Exhibit "A", as determined by the CDC -HA. The CONSULTANT shall maintain all books, documents, papers, employee time sheets, accounting records, and other evidence pertaining to costs incurred, and shall make such materials available at its office at all reasonable times during the term of this Agreement and for five (5) years from the date of final payment under this Agreement, for inspection by the CITY, and for furnishing of copies to the CDC -HA, if requested. 6. ACCEPTABILITY OF WORK. The CDC -HA shall decide any and all questions which may arise as to the quality or acceptability of the services performed and the manner of performance, the acceptable completion of this Agreement, and the amount of compensation due. In the event the CONSULTANT and the CDC -HA cannot agree to the quality or acceptability of the work, the manner of performance, and/or the compensation payable to the CONSULTANT in this Agreement, the CDC -HA or the CONSULTANT shall give to the other written notice. Within ten (10) business days, the CONSULTANT and the CDC -HA shall each prepare a report which supports their position and file the same with the other party. The CDC -HA shall, with reasonable diligence, determine the quality or acceptability of the work, the manner of performance, and/or the compensation payable to the CONSULTANT. 7. DISPOSITION AND OWNERSHIP OF DOCUMENTS. The Memoranda, Reports, Maps, Drawings, Plans, Specifications, and other documents, with the exception of Standard Agreement Page 2 of 12 CDC -HA and Revised January 2024 RSG, Inc. (RSG) CONSULTANT'S proprietary computer models, prepared by the CONSULTANT for this project, whether paper or electronic, shall: (1) be free from defects; (2) become the property of the CDC - HA for use with respect to this project; and (3) shall be turned over to the CDC -HA upon completion of the project, or any phase thereof, as contemplated by this Agreement. Contemporaneously with the transfer of documents, the CONSULTANT hereby assigns to the CDC -HA, and CONSULTANT thereby expressly waives and disclaims any copyright in, and the right to reproduce, all written material, drawings, plans, specifications, or other work prepared under this Agreement, except upon the CDC-HA's prior authorization regarding reproduction, which authorization shall not be unreasonably withheld. The CONSULTANT shall, upon request of the CDC -HA, execute any further document(s) necessary to further effectuate this waiver and disclaimer. The CONSULTANT agrees that the CDC -HA may use, reuse, alter, reproduce, modify, assign, transfer, or in any other way, medium, or method utilize the CONSULTANT's written work product for the CDC-HA's purposes, and the CONSULTANT expressly waives and disclaims any residual rights granted to it by Civil Code Sections 980 through 989 relating to intellectual property and artistic works. Any modification or reuse by the CDC -HA of documents, drawings, or specifications prepared by the CONSULTANT shall relieve the CONSULTANT from liability under Section 15, but only with respect to the effect of the modification or reuse by the CDC -HA, or for any liability to the CDC -HA should the documents be used by the CDC -HA for some project other than what was expressly agreed upon within the Scope of Services of this project, unless otherwise mutually agreed. 8. INDEPENDENT CONTRACTOR. Both parties hereto in the performance of this Agreement will be acting in an independent capacity and not as agents, employees, partners, or joint venturers with one another. Neither the CONSULTANT nor the CONSULTANT's employees are employees of the CDC -HA, and are not entitled to any of the rights, benefits, or privileges of the CDC-HA's employees, including but not limited to retirement, medical, unemployment, or workers' compensation insurance. This Agreement contemplates the personal services of the CONSULTANT and the CONSULTANT's employees, and it is recognized by the parties that a substantial inducement to the CDC -HA for entering into this Agreement was, and is, the professional reputation and competence of the CONSULTANT and its employees. Neither this Agreement, nor any interest herein, may be assigned by the CONSULTANT without the prior written consent of the CDC -HA. Nothing herein contained is intended to prevent the CONSULTANT from employing or hiring as many employees, or SUBCONSULTANTS, as the CONSULTANT may deem necessary for the proper and efficient performance of this Agreement. All agreements by CONSULTANT with its SUBCONSULTANT(S) shall require the SUBCONSULTANT(S) to adhere to the applicable terms of this Agreement. 9. CONTROL. Neither the CDC -HA, nor its officers, agents, or employees shall have any control over the conduct of the CONSULTANT or any of the CONSULTANT's employees, except as set forth in this Agreement. The CONSULTANT, or the CONSULTANT's agents, servants, or employees are not in any manner agents, servants, or employees of the CDC - HA. The CONSULTANT and its agents, servants, and employees are wholly independent from the CDC -HA and CONSULTANT's obligations to the CDC -HA are solely prescribed by this Agreement. Standard Agreement Page 3 of 12 CDC -HA and Revised January 2024 RSG, Inc. (RSG) 10. COMPLIANCE WITH APPLICABLE LAW. The CONSULTANT, in the performance of the services to be provided herein, shall comply with all applicable state and federal statutes and regulations, and all applicable ordinances, rules, and regulations of the CDC -HA, whether now in force or subsequently enacted. The CONSULTANT and each of its SUBCONSULTANT(S), shall obtain and maintain a current City of National City business license prior to and during performance of any work pursuant to this Agreement. 11. LICENSES. PERMITS, ETC. The CONSULTANT represents and covenants that it has all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession. CONSULTANT must promptly produce a copy of any such license, permit, or approval to CDC -HA upon request. The CONSULTANT represents and covenants that the CONSULTANT shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement, any license, permit, or approval which is legally required for the CONSULTANT to practice its profession. 12. STANDARD OF CARE. A. The CONSULTANT, in performing any services under this Agreement, shall perform in a manner consistent with that level of care and skill ordinarily exercised by members of the CONSULTANT's trade or profession currently practicing under similar conditions and in similar locations. The CONSULTANT shall take all special precautions necessary to protect the CONSULTANT's employees and members of the public from risk of harm arising out of the nature of the work and/or the conditions of the work site. B. Unless disclosed in writing prior to the date of this Agreement, the CONSULTANT warrants to the CDC -HA that it is not now, nor has it for the five (5) years preceding, been debarred by a governmental agency or involved in debarment, arbitration, or litigation proceedings concerning the CONSULTANT's professional performance or the furnishing of materials or services relating thereto. C. The CONSULTANT is responsible for identifying any unique products, treatments, processes, or materials whose availability is critical to the success of the project the CONSULTANT has been retained to perform, within the time requirements of the CDC -HA, or, when no time is specified, then within a commercially reasonable time. Accordingly, unless the CONSULTANT has notified the CDC -HA otherwise, the CONSULTANT warrants that all products, materials, processes, or treatments identified in the project documents prepared for the CDC -HA are reasonably commercially available. Any failure by the CONSULTANT to use due diligence under this sub -section will render the CONSULTANT liable to the CDC -HA for any increased costs that result from the CDC-HA's later inability to obtain the specified items or any reasonable substitute within a price range that allows for project completion in the time frame specified or, when not specified, then within a commercially reasonable time. 13. DRUG FREE WORKPLACE. The CONSULTANT agrees to comply with the CDC-HA's Drug -Free Workplace requirements. Every person awarded a contract by the CDC - HA for the provision of services shall certify to the CDC -HA that it will provide a drug -free workplace. Any subcontract entered into by the CONSULTANT pursuant to this Agreement shall contain this provision. 14. NON-DISCRIMINATION PROVISIONS. The CONSULTANT shall not discriminate against any employee or applicant for employment because of age, race, color, Standard Agreement Page 4 of 12 CDC -HA and Revised January 2024 RSG, Inc. (RSG) ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. The CONSULTANT will take positive action to insure that applicants are employed without regard to their age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The CONSULTANT agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CDC - HA setting forth the provisions of this non-discrimination clause. 15. CONFIDENTIAL INFORMATION. The CDC -HA may from time to time communicate to the CONSULTANT certain confidential information to enable the CONSULTANT to effectively perform the services to be provided herein. The CONSULTANT shall treat all such information as confidential and shall not disclose any part thereof without the prior written consent of the CDC -HA. The CONSULTANT shall limit the use and circulation of such information, even within its own organization, to the extent necessary to perform the services to be provided herein. The foregoing obligation of this Section 15, however, shall not apply to any part of the information that (i) has been disclosed in publicly available sources of information; (ii) is, through no fault of the CONSULTANT, hereafter disclosed in publicly available sources of information; (iii) is already in the possession of the CONSULTANT without any obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to the CONSULTANT by a third party, but only to the extent that the use or disclosure thereof has been or is rightfully authorized by that third party. The CONSULTANT shall not disclose any reports, recommendations, conclusions, or other results of the services or the existence of the subject matter of this Agreement without the prior written consent of the CDC -HA. In its performance hereunder, the CONSULTANT shall comply with all legal obligations it may now or hereafter have respecting the information or other property of any other person, firm, or corporation. CONSULTANT shall be liable to CDC -HA for any damages caused by breach of this condition, pursuant to the provisions of Section 16. 16. INDEMNIFICATION AND HOLD HARMLESS. To the maximum extent provided by law, the CONSULTANT agrees to defend, indemnify, and hold harmless the CDC - HA, its officers, officials, agents, employees, and volunteers against and from any and all liability, loss, damages to property, injuries to, or death of any person or persons, and all claims, demands, suits, actions, proceedings, reasonable attorneys' fees, and defense costs, of any kind or nature, including workers' compensation claims, of or by anyone whomsoever, resulting from or arising out of the CONSULTANT's negligence or willful misconduct in the performance or other obligations under this Agreement; provided, however, that this indemnification and hold harmless shall not include any claims or liability arising from the established sole negligence or willful misconduct of the CDC -HA, its agents, officers, employees, or volunteers. CDC -HA will cooperate reasonably in the defense of any action, and CONSULTANT shall employ competent counsel, reasonably acceptable to the City Attorney. The indemnity, defense, and hold harmless obligations contained herein shall survive the termination of this Agreement for any alleged or actual omission, act, or negligence under this Agreement that occurred during the term of this Agreement. Standard Agreement Page 5 of 12 CDC -HA and Revised January 2024 RSG, Inc. (RSG) 17. EMPLOYEE PAYMENTS AND INDEMNIFICATION. 17.1 PERS Eli ig bility Indemnification. If CONSULTANT's employee(s) providing services under this Agreement claims, or is determined by a court of competent jurisdiction or the California Public Employees Retirement System ("PERS") to be eligible for enrollment in PERS of the CITY, CONSULTANT shall indemnify, defend, and hold harmless CDC -HA for the payment of any employer and employee contributions for PERS benefits on behalf of the employee as well as for payment of any penalties and interest on such contributions which would otherwise be the responsibility of the CDC -HA. CONSULTANT'S employees providing service under this Agreement shall not: (1) qualify for any compensation and benefit under PERS; (2) be entitled to any benefits under PERS; (3) enroll in PERS as an employee of CDC -HA; (4) receive any employer contributions paid by CDC -HA for PERS benefits; or (5) be entitled to any other PERS-related benefit that would accrue to a CDC -HA employee. CONSULTANT's employees hereby waive any claims to benefits or compensation described in this Section 17. This Section 17 applies to CONSULTANT notwithstanding any other agency, state, or federal policy, rule, regulation, law, or ordinance to the contrary. 17.2 Limitation of CDC -HA Liability. The payment made to CONSULTANT under this Agreement shall be the full and complete compensation to which CONSULTANT and CONSULTANT's officers, employees, agents, and subcontractors are entitled for performance of any work under this Agreement. Neither CONSULTANT nor CONSULTANT's officers, employees, agents, and subcontractors are entitled to any salary or wages, or retirement, health, leave, or other fringe benefits applicable to CDC -HA employees. The CDC -HA will not make any federal or state tax withholdings on behalf of CONSULTANT. The CDC -HA shall not be required to pay any workers' compensation insurance on behalf of CONSULTANT. 17.3 Indemnification for Emplo, eye Payments. CONSULTANT agrees to defend and indemnify the CDC -HA for any obligation, claim, suit, or demand for tax, retirement contribution including any contribution to PERS, social security, salary or wages, overtime payment, or workers' compensation payment which the CDC -HA may be required to make on behalf of (1) CONSULTANT, (2) any employee of CONSULTANT, or (3) any employee of CONSULTANT construed to be an employee of the CDC -HA, for work performed under this Agreement. This is a continuing obligation that survives the termination of this Agreement. 18. WORKERS' COMPENSATION. The CONSULTANT shall comply with all of the provisions of the Workers' Compensation Insurance and Safety Acts of the State of California, the applicable provisions of Division 4 and 5 of the California Labor Code, and all amendments thereto; and all similar state or federal acts or laws applicable; and shall indemnify, and hold harmless the CDC -HA and its officers, employees, and volunteers from and against all claims, demands, payments, suits, actions, proceedings, and judgments of every nature and description, including reasonable attorney's fees and defense costs presented, brought, or recovered against the CDC -HA or its officers, employees, or volunteers, for or on account of any liability under any of said acts which may be incurred by reason of any work to be performed by the CONSULTANT under this Agreement. Standard Agreement Page 6 of 12 CDC -HA and Revised January 2024 RSG, Inc. (RSG) 19. INSURANCE. The CONSULTANT, at its sole cost and expense, shall purchase and maintain, and shall require its SUBCONSULTANT(S), when applicable, to purchase and maintain throughout the term of this Agreement, the following insurance policies: A. ® If checked, Professional Liability Insurance (errors and omissions) with minimum limits of $1,000,000 per occurrence. B. Automobile Insurance covering all bodily injury and property damage incurred during the performance of this Agreement, with a minimum coverage of $1,000,000 combined single limit per accident. Such automobile insurance shall include owned, non -owned, and hired vehicles. The policy shall name the CDC -HA and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided. C. Commercial General Liability Insurance, with minimum limits of either $2,000,000 per occurrence and $4,000,000 aggregate, or $1,000,000 per occurrence and $2,000,000 aggregate with a $2,000,000 umbrella policy, covering all bodily injury and property damage arising out of its operations, work, or performance under this Agreement. The policy shall name the CDC -HA and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided. The general aggregate limit must apply solely to this "project" or "location". The "project" or "location" should be noted with specificity on an endorsement that shall be incorporated into the policy. D. Workers' Compensation Insurance in an amount sufficient to meet statutory requirements covering all of CONSULTANT's employees and employers' liability insurance with limits of at least $1,000,000 per accident. In addition, the policy shall be endorsed with a waiver of subrogation in favor of the CDC -HA. Said endorsement shall be provided prior to commencement of work under this Agreement. If CONSULTANT has no employees subject to the California Workers' Compensation and Labor laws, CONSULTANT shall execute a Declaration to that effect. Said Declaration shall be provided to CONSULTANT by CDC -HA. E. The aforesaid policies shall constitute primary insurance as to the CDC -HA, its officers, officials, employees, and volunteers, so that any other policies held by the CDC -HA shall not contribute to any loss under said insurance. Said policies shall provide for thirty (30) days prior written notice to the CDC-HA's Risk Manager, at the address listed in subsection G below, of cancellation or material change. F. If required insurance coverage is provided on a "claims made" rather than "occurrence" form, the CONSULTANT shall maintain such insurance coverage for three (3) years after expiration of the term (and any extensions) of this Agreement. In addition, the "retro" date must be on or before the date of this Agreement. G. The Certificate Holder for all policies of insurance required by this Section shall be: Community Development Commission - Housing Authority of the City of National City c/o Risk Manager 1243 National City Boulevard National City, CA 91950-4397 H. Insurance shall be written with only insurers authorized to conduct business in California that hold a current policy holder's alphabetic and financial size category rating of not less than A:VII according to the current Best's Key Rating Guide, or a company of equal financial Standard Agreement Page 7 of 12 CDC -HA and Revised January 2024 RSG, Inc. (RSG) stability that is approved by the CDC-HA's Risk Manager. In the event coverage is provided by non -admitted "surplus lines" carriers, they must be included on the most recent List of Approved Surplus Line Insurers ("LASLI") and otherwise meet rating requirements. I. This Agreement shall not take effect until certificate(s) or other sufficient proof that these insurance provisions have been complied with, are filed with and approved by the CDC-HA's Risk Manager. If the CONSULTANT does not keep all insurance policies required by this Section 19 in full force and effect at all times during the term of this Agreement, the CDC -HA may treat the failure to maintain the requisite insurance as a breach of this Agreement and terminate the Agreement as provided herein. J. All deductibles and self -insured retentions in excess of ten -thousand dollars ($10,000) must be disclosed to and approved by the CDC -HA. CDC -HA reserves the right to modify the insurance requirements of this Section 19, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. K. If the CONSULTANT maintains broader coverage or higher limits (or both) than the minimum limits shown above, the CDC -HA shall be entitled to the broader coverage or higher limits (or both) maintained by the CONSULTANT. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CDC - HA. 20. LEGAL FEES. If any party brings a suit or action against the other party arising from any breach of any of the covenants or agreements or any inaccuracies in any of the representations and warranties on the part of the other party arising out of this Agreement, then in that event, the prevailing party in such action or dispute, whether by final judgment or out -of -court settlement, shall be entitled to have and recover of and from the other party all costs and expenses of suit, including attorneys' fees. For purposes of determining who is to be considered the prevailing party, it is stipulated that attorney's fees incurred in the prosecution or defense of the action or suit shall not be considered in determining the amount of the judgment or award. Attorney's fees to the prevailing party if other than the CDC -HA shall, in addition, be limited to the amount of attorney's fees incurred by the CDC -HA in its prosecution or defense of the action, irrespective of the actual amount of attorney's fees incurred by the prevailing party. 21. TERMINATION. A. This Agreement may be terminated with or without cause by the CDC -HA. Termination without cause shall be effective only upon sixty (60) day's written notice to the CONSULTANT. During said sixty (60) day period the CONSULTANT shall perform all services in accordance with this Agreement. B. This Agreement may also be terminated immediately by the CDC -HA for cause in the event of a material breach of this Agreement, misrepresentation by the CONSULTANT in connection with the formation of this Agreement or the performance of services, or the failure to perform services as directed by the CDC -HA. C. Termination with or without cause shall be effected by delivery of written Notice of Termination to the CONSULTANT as provided for herein. D. In the event of termination, all finished or unfinished Memoranda Reports, Maps, Drawings, Plans, Specifications, and other documents prepared by the CONSULTANT, whether paper or electronic, shall immediately become the property of and be delivered to the CDC -HA, and the CONSULTANT shall be entitled to receive just and equitable compensation for Standard Agreement Page 8 of 12 CDC -HA and Revised January 2024 RSG, Inc. (RSG) any work satisfactorily completed on such documents and other materials up to the effective date of the Notice of Termination, not to exceed the amounts payable hereunder, and less any damages caused the CDC -HA by the CONSULTANT's breach, if any. Thereafter, ownership of said written material shall vest in the CDC -HA all rights set forth in Section 7. E. The CDC -HA further reserves the right to immediately terminate this Agreement upon: (1) the filing of a petition in bankruptcy affecting the CONSULTANT; (2) a reorganization of the CONSULTANT for the benefit of creditors; or (3) a business reorganization, change in business name, or change in business status of the CONSULTANT. 22. NOTICES. All notices or other communications required or permitted hereunder shall be in writing, and shall be personally delivered; or sent by overnight mail (Federal Express or the like); or sent by registered or certified mail, postage prepaid, return receipt requested; or sent by ordinary mail, postage prepaid; or telegraphed or cabled; or delivered or sent by telex, telecopy, facsimile, or fax; and shall be deemed received upon the earlier of (i) if personally delivered, the date of delivery to the address of the person to receive such notice, (ii) if sent by overnight mail, the business day following its deposit in such overnight mail facility, (iii) if mailed by registered, certified, or ordinary mail, five (5) days (ten (10) days if the address is outside the State of California) after the date of deposit in a post office, mailbox, mail chute, or other like facility regularly maintained by the United States Postal Service, (iv) if given by telegraph or cable, when delivered to the telegraph company with charges prepaid, or (v) if given by telex, telecopy, facsimile, or fax, when sent. Any notice, request, demand, direction, or other communication delivered or sent as specified above shall be directed to the following persons: To CDC -HA: Angelita Palma Community Development Manager National City Housing Authority City of National City 1243 National City Boulevard National City, CA 91950-4397 To CONSULTANT: Tara Matthews, Principal RSG, Inc. 170 Eucalyptus Ave., Suite 200 Vista, CA 92084 Address for Payments: RSG, Inc. 170 Eucalyptus Ave., Suite 200 Vista, CA 92084 Notice of change of address shall be given by written notice in the manner specified in this Section. Rejection or other refusal to accept or the inability to deliver because of changed address of which no notice was given shall be deemed to constitute receipt of the notice, demand, request, or communication sent. Any notice, request, demand, direction, or other communication sent by cable, telex, telecopy, facsimile, or fax must be confirmed within forty-eight (48) hours by letter mailed or delivered as specified in this Section. Standard Agreement Page 9 of 12 CDC -HA and Revised January 2024 RSG, Inc. (RSG) 23. CONFLICT OF INTEREST AND POLITICAL REFORM ACT OBLIGATIONS. During the term of this Agreement, the CONSULTANT shall not perform services of any kind for any person or entity whose interests conflict in any way with those of the CDC -HA. The CONSULTANT also agrees not to specify any product, treatment, process, or material for the project in which the CONSULTANT has a material financial interest, either direct or indirect, without first notifying the CDC -HA of that fact. The CONSULTANT shall at all times comply with the terms of the Political Reform Act and the National City Conflict of Interest Code. The CONSULTANT shall immediately disqualify itself and shall not use its official position to influence in any way any matter coming before the CDC -HA in which the CONSULTANT has a financial interest as defined in Government Code Section 87103. The CONSULTANT represents that it has no knowledge of any financial interests that would require it to disqualify itself from any matter on which it might perform services for the CDC -HA. ❑ If checked, the CONSULTANT shall comply with all of the reporting requirements of the Political Reform Act and the National City Conflict of Interest Code. Specifically, the CONSULTANT shall file a Statement of Economic Interests with the City Clerk of the CDC -HA in a timely manner on forms which the CONSULTANT shall obtain from the City Clerk. The CONSULTANT shall be strictly liable to the CDC -HA for all damages, costs, or expenses the CDC -HA may suffer by virtue of any violation of this Section 23 by the CONSULTANT. 24. PREVAILING WAGES. State prevailing wage rates may apply to work performed under this Agreement. State prevailing wage rates apply to all public works contracts as set forth in California Labor Code, including but not limited to, Sections 1720, 1720.2, 1720.3, 1720.4, and 1771. Consultant is solely responsible to determine if state prevailing wage rates apply and, if applicable, pay such rates in accordance with all laws, ordinances, rules, and regulations. 25. ADMINISTRATIVE PROVISIONS. A. Computation of Time Periods. If any date or time period provided for in this Agreement is or ends on a Saturday, Sunday, or federal, state, or legal holiday, then such date shall automatically be extended until 5:00 p.m. Pacific Time of the next day which is not a Saturday, Sunday, or federal, state, or legal holiday. B. Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be deemed an original, but all of which, together, shall constitute but one and the same instrument. C. Captions. Any captions to, or headings of, the sections or subsections of this Agreement are solely for the convenience of the parties hereto, are not a part of this Agreement, and shall not be used for the interpretation or determination of the validity of this Agreement or any provision hereof. D. No Obligations to Third Parties. Except as otherwise expressly provided herein, the execution and delivery of this Agreement shall not be deemed to confer any rights upon, or obligate any of the parties hereto, to any person or entity other than the parties hereto. E. Exhibits and Schedules. The Exhibits and Schedules attached hereto are hereby incorporated herein by this reference for all purposes. To the extent any exhibits, schedules, or provisions thereof conflict or are inconsistent with the terms and conditions contained in this Agreement, the terms and conditions of this Agreement shall control. Standard Agreement Page 10 of 12 CDC -HA and Revised January 2024 RSG, Inc. (RSG) F. Amendment to this Agreement. The terms of this Agreement may not be modified or amended except by an instrument in writing executed by each of the parties hereto. G. Assignment & Assumption of Rights. CONSULTANT shall not assign this Agreement, in whole or in part, to any other parry without first obtaining the written consent of CDC -HA. H. Waiver. The waiver or failure to enforce any provision of this Agreement shall not operate as a waiver of any future breach of any such provision or any other provision hereof. I. Applicable Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California. The venue for any legal action arising under this Agreement shall be in either state or federal court in the County of San Diego, State of California. J. Audit. If this Agreement exceeds ten -thousand dollars ($10,000), the parties shall be subject to the examination and audit of the State Auditor for a period of three (3) years after final payment under the Agreement, per Government Code Section 8546.7. K. Entire Agreement. This Agreement supersedes any prior agreements, negotiations, and communications, oral or written, and contains the entire agreement between the parties as to the subject matter hereof. No subsequent agreement, representation, or promise made by either party hereto, or by or to an employee, officer, agent, or representative of any party hereto shall be of any effect unless it is in writing and executed by the parry to be bound thereby. L. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors and assigns of the parties hereto. M. Subcontractors or Subconsultants. The CDC -HA is engaging the services of the CONSULTANT identified in this Agreement. The CONSULTANT shall not subcontract any portion of the work, unless such subcontracting was part of the original proposal or is allowed by the CDC -HA in writing. In the event any portion of the work under this Agreement is subcontracted, the subconsultant(s) shall be required to comply with and agree to, for the benefit of and in favor of the CDC -HA, both the insurance provisions in Section 19 and the indemnification and hold harmless provision of Section 16 of this Agreement. N. Construction. The parties acknowledge and agree that (i) each party is of equal bargaining strength, (ii) each party has actively participated in the drafting, preparation, and negotiation of this Agreement, (iii) each such party has consulted with or has had the opportunity to consult with its own, independent counsel and such other professional advisors as such party has deemed appropriate, relative to any and all matters contemplated under this Agreement, (iv) each party and such party's counsel and advisors have reviewed this Agreement, (v) each party has agreed to enter into this Agreement following such review and the rendering of such advice, and (vi) any rule or construction to the effect that ambiguities are to be resolved against the drafting party shall not apply in the interpretation of this Agreement, or any portions hereof, or any amendments hereto. Standard Agreement Page 11 of 12 CDC -HA and Revised January 2024 RSG, Inc. (RSG) IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year written below. COMMUNITY DEVELOPMENT COMMISSION -HOUSING AUTHORITY OF THE CITY OF NATIONAL CITY By: ScAft W. Huth, Interim Executive Director RSG, INC (Corporation — signatures of two corporate officers required) By: Ja es Simon P sident / Secretary Date:°'�� /� 5 Date: �t z By: t APPROVED AS TO FORM: By: 2rlr�w I Barry J. Vch& City Attorney Date: % Zd Tara Matthews Vice President / Treasurer Date: 5 Standard Agreement Page 12 of 12 CDC -HA and Revised January 2024 RSG, Inc. (RSG) • RSG BETTER COMMUNITIES. BOLDER FUTURES. September 5, 202S NATIONAL CITY HOUSING AUTHORITY 1243 National City Blvd. National City, CA 919SO Via Electronic Mail housinwanationalcityco.g STATEMENT OF QUALIFICATIONS — AS NEEDED HOUSING CONSULTING SERVICES PSG, Inc. ("RSG") is pleased to present the City of National City Housing Authority ("Authority") with our statement of qualifications in response to the Request for Qualifications ("RFQ") to provide As Needed Housing Consulting Services. PSG understands this includes assistance with affordable and market -rate housing developments, transaction structuring, financing sources, and policy development and evaluation. RSG is proposing on the following scope of services as listed in the RFQ: • Capital Needs Assessments and Asset Management • Developer Selection and Evaluation • Existing Affordable Housing Inventory • Financial Feasibility Analysis of Development Proposals • Housing Financing Analysis • Identification of Financing Sources • Integrated Community Development Finance • Policy Analysis and Development • Public Hearings and Presentations • Section 33433 Summary Reports • Transaction Structuring and Negotiations PSG has a deep understanding of the San Diego region through countless local housing engagements, our corporate address in the City of Vista, and Principal -in -Charge and point of contact Tara Matthews is a San Diego resident with active membership with the San Diego Housing Federation and sits on the SDHF Policy Committee. PSG would be honored to collaborate with the Authority on this important work. Should you wish to discuss any of the information presented or have questions, please feel free to contact me at (714) 316-2111 or tmatthews@rsgsolutions.com. Sincerely, PSG, Inc. 10.,�a � mog6a"2� Tara E. Matthews, Principal S A N DI EGO L O S AN G E LES O A K L A N D 170 Eucalyptus Ave, Suite 200, Vista, CA92084 1714.S41.4585 I rsgsolutions.com NATIONAL CITY HOUSING AUTHORITY September S, 202S Page 2 ABOUT RSG PSG is a California -based, Subchapter "S" Corporation. Founded in 1979, the firm is currently managed by active Principals Jim Simon and Tara Matthews and has a staff of 30 employees. Our corporate address is 170 Eucalyptus Ave., Suite 200, Vista, CA 92084, and we have three hubs in California (San Diego, Los Angeles, and Oakland) where we collaborate periodically as a team to accommodate the needs of our clients and growing firm. PSG is a creatively charged consultant to California public agencies. We collaborate with the people responsible for creating vibrant places to accomplish their goals. The inspired leaders at PSG create stronger communities capable of achieving bolder futures by bringing more than four decades of native knowledge to each engagement. As diverse as the agencies we work with, our services span real estate, economic development, fiscal health, and housing initiatives. PSG is a California licensed real estate broker (DPE License No. 01930929) and a Small Business Enterprise ("SBE") certified by the California Department of General Services (Certification ID 2006876). Mission Statement PSG creates solutions to enhance communities' physical, economic, and social future. Core Values Our core values define who we are as people and the standards by which we provide services to our clients. At PSG, we: OUR 1 2 3 4 5 CORE RELATIONSHIPS OPPORTUNITIES DETERMINATION INVEST VALUE WISDOM VALUES Craft Sincere Only See Are Driven by Invest in Value the Wisdom Relationships Opportunities Determination Ourselves of our Client NATIONAL CITY HOUSING AUTHORITY September 5, 2025 Page 3 QUALIFICATIONS / EXPERIENCE Key Personnel PSG dedicates a Principal to each project assignment and creates a core group of project managers and staff who work on the individual assignments on a consistent basis throughout all stages of the contract engagement. Our staff is focused, committed, and passionate about the work we do. We conduct our engagements around our Core Values and are proud of it. We pride ourselves on our ability to appropriately allocate our time and resources to ensure that a project is completed on time and within budget. This engagement will be led by Tara Matthews, Principal -in -Charge, with assistance from PSG staff members Alexandra Lawrence, Director and Sara Court, Senior Associates, and Annie Holder and Dawna Morse, Associates. Other supporting staff will be assigned as needed. Resumes of key staff stating their qualifications and relevant experience are provided in the Appendix. Our organizational chart can be found below. �1 Tara Matthews Principal -In -Charge Alexandra Lawrence Sara Court Director Senior Associate Annie Holder Dawna Morse Associate Associate N%-� *N-� NATIONAL CITY HOUSING AUTHORITY September 5, 2025 Page 4 Housing Consulting Qualifications For over 40 years, PSG has served cities, counties, housing successor agencies, housing authorities, and developers to protect, preserve, and produce affordable housing in their communities. We see our role as technicians, advisors, and extensions of staff, brainstorming and developing strategies and programs, implementing and overseeing programs and development, performing complex affordable housing underwriting, identifying gapfinancing resources, and ensuring compliance with local, State, and Federal guidelines. Our services in this practice area include: Developing and Evaluating Housing Strategies and Plans • Assessing Housing Element goals and RHNA requirements • Incorporating local, State, and Federal goals, requirements, and policies • Evaluating local market opportunities and constraints • Quantifying community housing demand and demographics • Identifying available financial and real property resources • Calculating and projecting jobs/housing balance Affordable Housing Underwriting • Preparation and Implementation of Notice of Funding Availability (NOFA) • Evaluation of Developer Submissions o Developer qualifications o Development program o Alignment with community objectives o Funding strategies o Competitiveness assessment for programs with limited resources o Identifying alternative gap financing • Comparative Analysis of Multiple Developer Submissions Assessing and Leveraging Cap Financing Sources • Low/Mod Income Housing Asset Funds (LMIHAF), including preparation of 33433 Reports • Low Income Housing Tax Credits (LIHTC) • Other State and Federal sources (HOME, CDBG, PHC, NSP, HOPE VI, MHP, AHP) • Tenant and project -based Section 8 assistance • HUD Subsidy Layering Analysis • Inclusionary housing funds and commercial linkage fees Affordable Housing Development • Site Acquisition • Brokerage (DRE License No. 01930929) • Developer Solicitation, Evaluation, and Selection (RFQ/RFP) • Project Finance Assessment and Verification • Disposition and Development Negotiations (ENA/DA/DDA) • Affordable Housing Agreements • Restrictive Covenants NATIONAL CITY HOUSING AUTHORITY September 5, 2025 Page 5 Relocation • Relocation plans • Cost estimates and budgets • Project management and implementation • Outreach, interviews, and placement of residential tenants, businesses, and mobile home owners • Special needs of Section 8 housing voucher recipients • Inspections of replacement properties • Disbursement of relocation payments • State and Federal document preparation • Goodwill analysis Developing and Implementing Local Housing Programs • Inclusionary Housing Ordinances • Commercial Linkage Fees • First Time Homebuyer Downpayment Assistance • Rehabilitation Loans • Coordination with consultants to complete and review V party studies on property conditions Rent Stabilization and Tenant Protection Program Design and Implementation • Preparation of Informational materials • Facilitating tenant and property owner workshops • Policy and program development, evaluation, and revision • Allowable rent increase calculations and noticing • Processing petitions • Conducting hearings • Progress reports Compliance • Surplus Lands Act guidance • Successor Agency, Housing Successor, and Housing Authority Law and annual reporting requirements • Government and Health & Safety Code compliance • US Treasury American Rescue Plan Act (ARPA) • CDBG and other Federal programs • Annual compliance monitoring and regulatory reporting • Tenant income recertifications Community Engagement • Facilitating Public Discussion • Conducting Surveys, Interviews, and Workshops • Presenting and Disseminating Complex Information • Receiving, Incorporating, and Responding to Public Comment NATIONAL CITY HOUSING AUTHORITY September 5, 2025 Page 6 Industry Engagement and Leadership • Active pol icy com mittee members of the San Diego Housing Federation and Non -Profit Housing Association of Northern California • Collaborating with industry leaders, other consulting firms, community stakeholders, and policy makers throughout the State to build capacity, remove impediments, and influence legislation that will advance housing policy and financing. PSG has earned a reputation as a trusted advisor to over 200 public agencies as well as private property owners, investors, and developers. We work closely with staff to formulate precise, accurate, and project -specific solutions and analyses. Our aim is to help you achieve your affordable housing goals, and create lasting foundations for stable, safe, and thriving communities. Housing Consulting Project Experience Please see below for descriptions of related projects PSG has recently completed. We encourage the Authority to contact our references below. Affordable Housing Underwriting Services - San Diego County PSG serves as the primary consultant for the County of San Diego Health & Human Services Agency, Housing and Community Development Services. Since 2016, PSG has provided the County with the following services: • Accessory Dwelling Unit (ADU) Subsidy Program - PSG researched existing ADU programs to identify requirements, determine outcomes and overall success of the program, identify how the program is funded, and develop best practices. Based on the information gathered, PSG determined if there was demand for the Program and then researched and analyzed ADU construction trends to assist the County in determining the financial feasibility of ADU product types. PSG prepared a detailed comprehensive report based on the collective research completed. The report provided RSG's recommendations on the parameters, guidelines, and supporting analysis for the design of the Program. • Underwriting - Since 2016, PSG has conducted the underwriting and complete technical evaluations of multiple development proposals for affordable housing projects located throughout San Diego County. In this capacity, PSG has provided services including: • Developer Reviews - San Diego County retained PSG to review and evaluate responses to multiple NOFAs that the County issued regarding funding available for eligible affordable housing projects. This engagement capitalizes on our experience with the HOME Investment Partnerships Program, Section 8 Rental Assistance Project -Based Vouchers (PBVs), and Project -Based Veterans Affairs Supportive Housing (VASH) Vouchers. For each project, PSG thoroughly reviews the developer's pro forma, including construction cost estimates, proposed sources and uses of funding, income and expense assumptions, and cash flow projections. • Subsidy Layering Analyses - For each application, PSG performs a subsidy layering analysis to determine the project's compliance with the strictest NATIONAL CITY HOUSING AUTHORITY September 5, 2025 Page 7 requirements of the various proposed funding sources. For projects proposed to be funded with TCAC funding, PSG estimates the project's competitiveness for tax credit funding. o Memorandums - For each development proposal we review, PSG provides the County a memo providing our recommendation regarding the amount of County funding warranted for the project and a summary of the strengths and weakness of the project. Our memo also details the developer's major pro forma assumptions and whether each assumption complies with County requirements and TCAC Guidelines (if applicable). • Ramona Market Study and RFP Review- PSG evaluated a site located in the Ramona community plan area to determine whether it was suitable for the development of an affordable senior group home. PSG conducted a site assessment to identify the parameters by which an affordable senior group home could be developed on the site, as well as a market assessment to determine the level of local demand for this type of development. Based on our site assessment and market assessment, PSG found the property suitable for an affordable senior group housing development. PSG estimated that the property could be developed with up to 245 units, a 60,000-square foot senior center, and a parking lot of about 245 spaces. Based on RSG's assessment, the County moved forward with issuing an RFP to select a developer for the project. PSG analyzed the financial feasibility of each proposed project and provided the County with a recommendation of the strongest proposal. • Homekey Review - RSG assisted the County with review of a developer's proposal to acquire a hotel for conversion into housing. The developer proposed to partially fund the Project with HCD Homekey Program funding, as well as County funding. PSG reviewed the developer's pro forma and provided the County a memo detailing our recommendation regarding the County funding request. The memo also summarized strengths and weaknesses of the project and our review of the pro forma assumptions. PSG highlighted potential changes to the pro forma that could increase the project's financial feasibility and result in less County funding needed. • Developer Capacity Evaluation - PSG performed analyses indicating the feasibility of potential projects, highlighting whether any gap financing is needed. PSG also scrutinized the developer's assumptions to ensure that the anticipated costs, revenues, and operating and replacement reserves were realistic and not over/understated. This included a detailed look at developerfees and deferred fees. Additionally, PSG prepared a long-term cash flow to ensure that prospective developers could remain solvent as an operator throughout the duration of the affordability period. PSG delivered a peer review pro forma analysis, consisting of detailed construction and project phasing assessment, a phasing and post -stabilization SS -year operating forecast, and various measures of return on investment based on the proposed developer's preferred disposition of the project once developed. • Analysis of Rental Income Assistance - PSG assisted the County in analyzing the need for rental income assistance among individual investor landlords in the county. The County used PSG's analysis to inform the development of a new rental assistance program to support "mom and pop" landlords experiencing significant shortfalls in NATIONAL CITY HOUSING AUTHORITY September 5, 2025 Page 8 rental payments because of the COVID-19 pandemic. PSG collected data from various reputable sources and estimated the number of mom and pop landlords who lived and owned five or less residential rental units in the county, the number of their tenants who were significantly delinquent in rent and ineligible for existing rental assistance programs, and the average amount by which these tenants were delinquent. Contact: Felipe Murillo, Housing Analyst 858.694.4807 / Felipe.Murillo@sdcounty.gov.ca Housing Administration Services - Murrieta Housing Authority Murrieta's Housing Authority originally retained RSG's services in 2015 for Housing Program Administrative Services. Since then, we have worked on a variety of assignments, including the following: • Property Disposition Strategy - PSG crafted a strategy for the disposition or development of three Housing Authority land assets. PSG evaluated site and community characteristics, market feasibility, and the Housing Authority's goals and resources, among other factors. Based on RSG's analysis and recommendations, the Housing Authority chose to proceed with the sale of two properties and use the proceeds to help develop affordable housing at the third property. • Property Disposition and Development - PSG oversaw the disposition process for the two properties listed for sale. In this capacity, PSG assisted with the preparation of offering memorandums outlining the client's criteria and desired terms. The OM set forth the process for reviewing offers and provided links to information to encourage buyers to consider making offers. We provided online marketing via CoStar, Loopnet, and RSG's website, maintained records, provided regular status updates, and provided negotiation points. PSG also assisted legal counsel in drafting purchase and sale agreements and coordinated with the escrow company to facilitate successful closing. PSG also assisted with the disposition of the Housing Authority's third property for affordable housing development. PSG prepared an RFP marketing the property to affordable housing developers and notifying developers of available funding. PSG reviewed development proposals and provided a proposal summary matrix to ensure the Housing Authority had the necessary information to select a qualified developer. PSG also provided negotiation support and worked with legal counsel to draft a Disposition and Development Agreement. • Monte Vista Pesyndication - PSG was retained to evaluate the Developer's request for the Housing Authority to take certain actions to aid in the project refinancing and rehabilitation of the Monte Vista I affordable housing project and to identify potential considerations for the Authority based on existing controlling documents. RSG reviewed both regulatory agreements for the property and lease terms and provided a summary of the terms of the lease with asset strategies aimed to further maximize the benefit to the Housing Authority. PSG then prepared a summary memorandum detailing the programming and feasibility analysis, including a recommendation based on our professional experience, that staff could consider in preparing a strategy recommendation to the Housing Authority. Our summary memorandum detailed the pros and cons of the various development alternatives and provided a NATIONAL CITY HOUSING AUTHORITY September 5, 2025 Page 9 recommendation that helped the Housing Authority achieve its goals while meeting legal requirements. Contact: Jarrett Ramaiya, City Planner 951.461.6437 /jramaiya@murrietaca.gov Affordable Housing Advisory Services - City of Chula Vista PSG has provided affordable housing advisory services to the City of Chula Vista since 2014, who serves as the housing successor to the former Chula Vista Redevelopment Agency. During this time, our services have included: • POPS - Preparation of Recognized Obligation Payment Schedule ("POPS") including financial review, analyzing legislation, and coordination of meetings or responses from the Department of Finance. • Housing Authority Annual Report and SB 347 Reporting - RSG prepares the annual Housing Successor Agency report and the Authority's Annual report for the city and ensures the reporting includes all items as required, a summary of financial activity and affordable housing efforts, the integration of financial data provided by City staff, and information about affordable housing resources and activity. • Compliance Monitoring - RSG assists the City of Chula Vista with the monitoring efforts for 20 multi- and senior projects of 1,915 affordable units, including onsite visits, physical inspections, desk monitoring, and administration. • Middle Income Housing Program Analysis - RSG evaluated proposals from two joint powers authorities (JPAs), the California Municipal Finance Authority (CMFA) and California Statewide Communities Development Authority ("CSCDA"), to issue tax exempt bonds and acquire market rate apartment buildings in the city, which would be converted to rent restricted moderate -income units. PSG's analysis included gathering project information and proposed deal terms, conducting local market research, and evaluating the financial impact to the City's General Fund, including an estimation of foregone property tax and potential surplus proceeds. RSG prepared two reports, assisted with preparing staff reports, and participated in public meetings to consider the proposals and findings. Balanced Communities (Inclusionary Housing) Policy Study - RSG is currently preparing a study of the City's existing policy to provide recommendations for potential revisions and updates for its feasibility in making progress towards the City's low- and moderate -income Regional Housing Needs Assessment allocations. The study evaluates the feasibility of supportable increase in the affordable requirement, a lower threshold of applicability, and adoption of an Inclusionary Housing Ordinance and revision of the in -lieu fee, based on findings and recommendations from the analysis. Contact: Stacey Kurz, Housing Manager 619.585.5609 / sku rz@ch u lavistaca.gov NATIONAL CITY HOUSING AUTHORITY September 5, 2025 Page 10 BUDGET Our services for this engagement would be charged on a time -and -materials basis. PSG proposes the below rate schedule for these services. Hourly Billing Rates: Principal $305 Director $295 Senior Associate $250 Associate $205 Senior Analyst $185 Analyst $170 Research Assistant $145 Technician $120 Clerical $100 Reimbursable Expenses Cost plus 10% PSG does not charge clients for travel or mileage (except direct costs related to field work/surveys), parking, standard telephone/fax expenses, general postage, or incidental copies. However, we do charge for messenger services, overnight shipping/express mail costs, and teleconferencing services. We also charge for copies of reports, documents, notices, and support material in excess of five copies. We bill reimbursable costs at the actual expense plus a 10%surcharge. PSG issues monthly invoices payable upon receipt, unless otherwise agreed upon in advance. Invoices identify tasks completed to date, hours expended, and the hourly rate. NATIONAL CITY HOUSING AUTHORITY September 5, 2025 Page 11 APPENDIX - RESUMES TARA MATTHEWS Principal & Vice President 714.316.2111 tmatthews@rsgsolutions.com PROFILE ABOUT TARA "I enjoy problem solving and Driven by the passion to improve the lives of all sectors of a community, Tara working with people who expertly navigates projects with a comprehensive knowledge of community make things happen to development, affordable housing, and economic development. The complexity of improve their community. her projects includes property acquisition and relocation services, development Seeing a project that I worked impact fee analyses, and the creation and monitoring of affordable housing on come to fruition is very projects. Tara is skilled at client collaboration, strategic planning, research and exciting. I can say, 'I helped analysis, financial projections, report writing, and outreach. make that happen!"' EDUCATION OUT & ABOUT Tara joined RSG in 2004. She received a BS in Earth Sciences at the University of San Diego Housing Federation/Policy California, Santa Cruz, and a Certificate in Urban Planning and Development from Committee and Conference Speaker the University of California, San Diego. Tara is an active member of the San Diego The Kennedy Commission Housing Federation and serves on its Policy Committee. She shares her knowledge and proficiency in municipal finance, economic development policy analysis, and California Property Tax Managers real estate to advance client and community objectives. Association, Annual Conference Speaker California State Municipal Finance Officers, Speaker RECENT ENGAGEMENTS California Association for Local Economic Conducted affordable housing underwriting and technical reviews for the County of Development (CALED) San Diego, for multiple projects including a variety of funding sources such as NPLH, Housing California VASH, PBV, HOME, and LIHTC. Analysis also included reviewing developer capacity and evaluating refinancing requests as needed. Non -Profit Housing Association of Northern California (NPH) Prepare strategies to spend affordable housing funds and leverage properties based Southern California Association of Non - on community needs and legal requirements. Including how existing resources Profit Housing (SCANPH) could help make progress towards RHNA requirements and Housing Element goals. Implement strategies by issuing Requests for Proposals, Notices of Funding California Association of Local Housing Finance Agencies (Cal-ALHFA) Availability or direct property marketing, most recently in the cities of Lake Forest, Merced, Murrieta, Norco, Pinole and Tulare. Activities also included presenting San Diego Housing Federation (SDHF) findings to decision makers. California Association of Local Agency Provided multiple affordable housing services to the County of Orange, including Formation Commissions (CALAFCO) underwriting and subsidy layering analyses, annual reporting and compliance, and updates to policies and procedures for the HOME, ESG, CDC and CDBG programs. Provided interim staffing services for the City of Carson, acting as the Interim R S ^ Housing Program Manager for the City's mobilehome rent control program. • (vim BETTER COMMUNITIES. BOLDER FUTURES. 1 I ALEX LAWRENCE Director ' 714.316.2104 alawrence@rsgsolutions.com PROFILE ABOUT ALEX "I am passionate about Alexandra joined RSG in 2018 bringing with her a background in public financial working with community management and economic development research. Her work in real estate, leaders and residents to help affordable housing, and economic development allows her to facilitate growth in solve the diverse and industries and communities and assist clients in reaching their goals. challenging problems that local governments face. I strive to EDUCATION facilitate growth and development that is fiscally Alexandra holds a BA in Political Economy, magna cum laude, from the University responsible, sustainable and of Southern California as well as a Master's Degree in Public Administration from equitable to help communities USC. Alexandra's educational background combined with her significant experience meet their goals." in research have provided her with an extensive set of analytical skills that she is able to impart upon each job she works on. OUT & ABOUT CALED Annual Conference RECENT ENGAGEMENTS Committee Member Evaluated responses to the County of San Diego Notice of Funding Availability and International Council of Shopping made recommendations as to whether the requested funding should be distributed Centers based on the feasibility of the project. San Diego Housing Federation Assisted with deal structuring and drafting term sheets, Purchase and Sale (SDHF) Agreements, and Affordable Housing Loan Agreements for the disposition and development of two affordable ownership housing projects in City of South Gate. Non -Profit Housing Association of Northern California (NPH) Prepared a memorandum for the County of San Diego evaluating potential program Housing California structure options and key considerations for a Pilot Workforce Housing Program. California Association of Local Prepared an affordable housing development programming and feasibility analysis Housing Finance Agencies (Cal- and Request for Proposals soliciting affordable housing proposals for the City of ALHFA) Thousand Oaks. Subsequently evaluated development proposals and provided recommendations to the City, resulting in the selection of a 78-unit affordable California Association of Local homeownership project. Agency Formation Commissions (CALAFCC) Evaluated a developer's request to refinance a conventional loan and amend controlling documents for an affordable housing project in the City of Murrieta, which resulted in the Murrieta Housing Authority receiving a lump sum payment, earning increased annual residual receipt payments, and ensuring the project units remained affordable. • R C G Annually prepares the Housing Authority and Housing Successor Compliance J BETTER COMMUNITIES. Reports for the cities of Murrieta, El Monte, South Gate, and Avalon and assists City BOLDER FUTURES. staff in ensuring compliance with housing regulations. A SARA COURT Senior Associate 714.316.2119 scourt@rsgsolutions.com PROFILE ABOUT SARA "I enjoy problem -solving and Sara brings over six years of experience in the public sector, where she has supporting equitable solutions supported cities and counties in advancing community well-being through social that empower communities." services, affordable housing programs, and economic development initiatives. Her work spans the full project lifecycle from early strategic planning through hands-on OUT & ABOUT implementation and is grounded in a strong understanding of how municipal Housing California systems, policies, and funding mechanisms intersect. Sara is driven by a commitment to equity and long-term community sustainability, and she excels at Southern California Association developing data -informed, locally responsive solutions to help jurisdictions navigate of Non -Profit Housing complex challenges and achieve meaningful outcomes. (SCANPH) San Diego Housing Federation EDUCATION (SDHF) Sara holds a Bachelor of Arts degree in Family and Human Services from the California Association of Local University of Oregon. Her academic training provided a strong foundation in understanding how organizations and systems can effectively respond to Agency Formation community needs. This education shaped her analytical and programmatic Commissions (CALAFCO) approach, which she now applies in helping local governments design and implement impactful policies and initiatives. RECENT ENGAGEMENTS Supported the development and implementation of Rent Stabilization Ordinances in the Cities of Santa Ana and Pomona, including policy development, program design, administration, and processing of tenant and landlord petitions. Assisted with the design and rollout of the City of Santa Ana's Rental Registry, including system development, compliance outreach, and data analysis. Assisted with the completion of Consolidated Plans for multiple jurisdictions in alignment with HUD regulations, including conducting community outreach and workshops, assessing local housing and community development needs, and drafting plan narratives. Developed policies and procedures for the County of Orange to ensure compliance with federal funding requirements. Pre-RSG: Supported the County of Orange in the allocation, monitoring, and • PSG compliance of federal grants to provide emergency housing and supportive services. sETTER COMMUNITIES. Pre-RSG: Administered CDBG funds at the City of Milpitas to support affordable BOLDER FUTURES. housing and small business development. ANNIE HOLDER Associate 714.316.2101 a holder@rsgsol utions.com PROFILE ABOUT ANNIE "Collaboration, service, and Annie joined RSG in 2025 from San Diego's housing authority, where she was integrity are values that shape responsible for the data collection and evaluation of 10 direct service housing my work I partner with cities programs. She is strategic and solutions -oriented, with a passion for helping cities to turn data into actionable deliver effective, equitable housing and economic development initiatives. With a insights that are people- foundation in program and policy implementation, she brings hands-on experience centered and sustainable." streamlining program operations and using data to inform decision -making. Her work focuses on strengthening the infrastructure behind public programs, including OUT & ABOUT the development of custom databases, designing workflows, and analyzing data to Housing California inform long-term planning and resource allocation. Southern California Association EDUCATION of Non -Profit Housing (SCANPH) Annie holds a Master's in Public Administration from San Diego State University and a Bachelor of Arts degree in Sociology from the University of California at San Diego. San Diego Housing Federation She holds certifications in change management and LEAN methodology for public (SDHF) service. California Association of Local Agency Formation RECENT ENGAGEMENTS Commissions (CALAFCO) Review of the City of San Diego's Accessory Dwelling Unit Ordinance for compliance with local housing authority occupancy standards. RELEVANT PRE-RSG Led the analysis of shallow subsidy rental assistance program, used to advocate for a for long-term funding at the city level. Facilitated the data driven approach to transition over 1,400 clients into housing, that was formalized into a permanent community program. Led a cross -functional team in the creation of a custom program management database, expanding service capacity within the city. Implemented prevention, diversion, and landlord assistance programs for the local housing authority per city council guidance. • RSG BETTER COMMUNITIES. BOLDER FUTURES. DAWNA MORSE Associate 714.516.8171 dmorse@rsgsolutions.com PROFILE ABOUT DAWNA "I am dedicated to Dawna's dedication to tackling disparities in education, housing, and employment empowering communities to is evident through her 15-year track record of supporting communities throughout build the foundations of strong the United States. Her expertise lies in housing policy and program development, and resilient societies, where creation of employment and training programs, establishing employer -based every individual has an equal mortgage and down payment assistance programs, conducting feasibility analysis opportunity to thrive." and studies, and creating innovative housing solutions for municipalities and Community Land Trusts. OUT & ABOUT Housing California EDUCATION Non -Profit Housing Association Dawna possesses an MBA in Management and Strategy, a BA in Educational Studies of Northern California (NPH) with a focus on Adult Learning Theory and holds a Housing Development Finance Professional certification. Southern California Association of Non -Profit Housing RECENT ENGAGEMENTS (SCANPH) Completing San Diego County's FY 2025-29 Consolidated Plan, including updating California Association of Local the Citizen Participation Plan, conducting community outreach and workshops, Housing Finance Agencies (Cal- interviewing stakeholders, analyzing community needs (needs assessment and ALHFA) housing market), and drafting the plan and tables. San Diego Housing Federation Assisted in the review of the annual Development Impact Fee Reports for the City (SDHF) of Atwater to aid in achieving compliance. California Association of Local Assisted the City of Santa Ana with the implementation of their Rental Stabilization Agency Formation Ordinance. Commissions (CALAFCO) Assisting in the creation of affordable housing policies to guide the implementation Housing Advisory Committee of affordable housing incentives for the City of Los Angeles. of Whatcom County Review annual registration documents submitted by owners of mobilehome parks Washington Low Income in the City of Palmdale and communicate back -and -forth with the owners until Housing Alliance (WLIHA) registration is completed pursuant to City requirements. Assisted in maximum affordable purchase price for the Carson Housing Authority. Assisted in the compliance monitoring of affordable LIHTC projects , to include resident file review, for the City of Fontana. RS G Performed market research and aided in assessing the viability of repurposing BETTER COMMUNITIES. BOLDER FUTURES. bayfront property owned by the Port of San Diego for hospitality purposes.