HomeMy WebLinkAbout2019 CON City of San Diego and Various Government Units - Analysis of Impediments Collaboration Agreement - FY 2020-2025NOTE TO FILE
03-04-2019
IN THE MATTER OF: The SAN DIEGO REGIONAL ANALYIS OF IMPEDIMENTS
TO FAIR HOUSING CHOICE FOR FISCAL YEARS 2020-2025. Please note the
following:
NO FULLY EXECUTED ORIGINAL AGREEMENT
WAS FILED WITH THE OFFICE OF THE CITY CLERK. A COPY OF THE FULLY
EXECUTED AGREEMENT WAS PROVIDED.
ORIGINATING DEPARTMENT:
NTF
CDC X Housing & Economic Development
City Attorney Human Resources
City Manager MIS
Community Svcs. _ Planning
Engineering _ Police
Finance Public Works
Fire
Cheryl Newell
From: Angelita Palma
Sent: Monday, March 04, 2019 2:57 PM
To: Cheryl Newell
Subject: FW: Executed AI Collaboration Agreement
Attachments: FY 2020 AI Collaboration Agreement Executed.pdf
Hi Cheryl,
The Analysis of Impediments Collaboration Agreement ("Al") is fully executed and attached. You have the City
Manager's wet signature on file already. Please feel free to call me if you have any questions.
Thanks,
Angelita Palma, City of National City
Community Development Specialist II
Housing & Economic Development Department
Direct: (619) 336-4219 I apalma@nationalcityca.gov
Housing & Economic Development Department
140 E 12th Street, Suite B, National City, CA 91950
City Offices are open M -TH 7am-6pm; Closed on Fridays
Facebook I Twitter I Nixie' Request a Service I YouTube I www.nationalcityca.gov/housing
From: Goularte, Lydia [mailto:LGoularte@sandiego.gov]
Sent: Friday, March 01, 2019 12:20 PM
To: Courtney Pene (Courtney.Pene@carlsbadca.gov) <Courtney.Pene@carlsbadca.gov>; Jose Dorado
<JDorado@chulavistaca.gov>; Jamie Kasvikis <Jkasviki@cityofelcajon.us>; Nicole Piano -Jones
<npiano@encinitasca.gov>; Belinda Rojas (brojas@escondido.org) <brojas@escondido.org>; Allyson Kinnard
<AKinnard@ci.la-mesa.ca.us>; Angelita Palma <apalma@nationalcityca.gov>; Cecilia Barandiaran
<cbarandiaran@ci.oceanside.ca.us>; Julia Sauer <julias@sdhc.org>; Bill Crane (BCrane@CityofSanteeCa.gov)
<BCrane@CityofSanteeCa.gov>; Amanda Lee <alee@cityofvista.com>; Anthony McCall
<anthony.mccall@sdcounty.ca.gov>
Cc: Medina, Norma <nmedina@sandiego.gov>
Subject: Executed Al Collaboration Agreement
Good day,
Attached is the executed Agreement for the Al.
If you have comments on the RFP, please submit them by Monday.
Thanks,
Lydia
Lydia A. Goularte
Project Manager
1
City of San Diego
Economic Development Department
T: (619) 236-6393
www.sandiego.gov
"Create and sustain a resilient and economically prosperous City"
City of San Diego Strategic Plan Vision
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message in error, please immediately notify the sender by replying to this message or by telephone. Thank you.
2
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
This Collaboration Agreement for Preparation of San Diego Regional Analysis of
Impediments to Fair Housing Choice for Fiscal Years 2020 — 2025 ("Agreement") is entered into
as of January 2, 2019 ("Effective Date"), by and among the following government units:
City of San Diego, a chartered municipal corporation (sometimes referred to in this
Agreement as the "Lead Entity");
City of Carlsbad, a chartered municipal corporation;
City of Chula Vista, a chartered municipal corporation;
City of El Cajon, a chartered municipal corporation;
City of Encinitas, a municipal corporation;
City of Escondido, a municipal corporation;
City of La Mesa, a municipal corporation;
City of National City, a municipal corporation;
City of Oceanside, a chartered municipal corporation;
City of San Marcos, a chartered municipal corporation;
City of Santee, a chartered municipal corporation;
City of Vista, a chartered municipal corporation; and
County of San Diego, a subdivision of the State of California.
The above -named government units are sometimes referred to in this Agreement, each
individually, as a "Program Participant" or, collectively, as the "Program Participants."
RECITALS
A. Each Program Participant is a United States Department of Housing and Urban
Development ("HUD") "consolidated plan program participant" (as defined in 24 C.F.R. § 5.152)
with the following consolidated planning cycles:
1IPage
i, City of Carlsbad, with a program start date of July 1 and a new 5-year consolidated
plan cycle beginning in July 2020;
ii. City of Chula Vista, with a program start date of July 1 and a new 5-year consolidated
plan cycle beginning in July 2020;
iii. City of El Cajon, with a program start date of July 1 and a new 5-year consolidated plan
cycle beginning in July 2019;
iv. City of Encinitas, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2020;
v. City of Escondido, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2020;
vi. City of La Mesa, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2020;
vii. City of National City, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2020;
viii. City of Oceanside, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2020;
ix. City of San Diego, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2019;
x. City of San Marcos, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2020;
xi. City of Santee, with a program start date of July 1 and new 5-year consolidated plan
cycle set to begin in July 2020;
xii. City of Vista, with a program start date of July 1 and a new 5-year consolidated plan
cycle set to begin in July 2019;
xiii. County of San Diego, with a program start date ofJuly 1 and a new 5-year consolidated
plan cycle set to begin in July 2020, including in its consolidated plan the City of
Coronado, the City of Del Mar, the City of Imperial Beach, the City of Lemon Grove,
the City of Poway, and the City of Solana Beach;
B. The Program Participants are all subject to the affirmatively furthering fair housing
requirements of the Fair Housing Act of 1968, as amended (42 U.S.C. §§ 3601-3631), and 24 C.F.R.
§ 91.225(a)(1);
2'Page
C. On January 5, 2018, HUD published its Notice 2018-00106 in the Federal Register (83 Fed.
Reg. 4, 683-685) notifying the Program Participants that the deadline to file their first
"Assessment of Fair Housing" pursuant to 24 C.F.R. §§ 5.150-5.168 ("AFH") is extended to their
next AFH submission deadline falling after October 31, 2020, and instructing the Program
Participants: (1) not to submit an AFH until HUD provides additional technical assistance to them
about preparation of an AFH; and (2) to prepare an "Analysis of Impediments to Fair Housing
Choice" for their upcoming consolidated planning cycles for HUD programs;
D. Pursuant to HUD's previous guidance on complying with the obligation to affirmatively
further fair housing, the Program Participants must complete an "Analysis of Impediments to Fair
Housing Choice" within the San Diego County region, take appropriate actions to overcome the
effects of any impediments identified through that analysis, and maintain records reflecting the
analysis and actions;
E. The Program Participants collaborated on previous regional Analyses of Impediments to
Fair Housing Choice and desire to collaborate in preparing a regional Analysis of Impediments to
Fair Housing Choice for the time period of July 1, 2020, through June 30, 2025 ("Al"); and
F. The purpose of this Agreement is to establish each Program Participant's responsibilities
in the preparation of the AI, including each Program Participant's share of the costs of
preparation of the AI;
NOW, THEREFORE, it is agreed by and among the Program Participants that:
1. LEAD ENTITY. The City of San Diego will serve as the "Lead Entity" responsible for
coordinating and preparing the Al on behalf of all the Program Participants.
2. CONSULTANT. The Program Participants anticipate and intend that the Lead Entity will
enter into an agreement with a consultant on behalf of all the Program Participants to prepare
all or a portion of the Al. The consultant will be identified through a request for proposals ("RFP")
process administered by the Lead Entity through its own RFP process. The Lead Entity shall
administer the consultant agreement and process consultant invoices in accordance with Section
4.
a. Consultant Selection and Scope of Work. The consultant to be retained by the Lead Entity
pursuant to this Agreement and the corresponding scope of services for such consultant will be
determined by a consultant selection panel comprised of representatives from the following
Program Participants: the City of San Diego, the County of San Diego, and one of the following
Program Participants: the City of Carlsbad, the City of Encinitas, the City of Escondido, the City of
Oceanside, the City of San Marcos, or the City of Vista. The City of Carlsbad, the City of Encinitas,
the City of Escondido, the City of Oceanside, the City of San Marcos, and the City of Vista will
decide amongst themselves which one of them will participate in the consultant selection panel,
within thirty (30) calendar days after the Effective Date.
3'Page
b. Consultant Fees and Costs. Program Participants will be responsible for the payment of
their respective share of the consultant fees and costs in accordance with Section 4. The total
consultant fees and costs incurred by the Lead Entity for preparation of the Al shall not exceed
$175,000, without the prior written consent of all Program Participants.
3. RESPONSIBILITIES OF PROGRAM PARTICIPANTS. All Program Participants agree to work
collaboratively and cooperatively to ensure the timely completion of the Al. Each Program
Participant will be accountable for any individual analysis specifically applicable to it and any
applicable joint goals and priorities to be included in the Al. All Program Participants will work
together to ensure that all of the required elements are included in the Al. All Program
Participants will assist the consultant hired by the Lead Entity to prepare the Al by providing data
and contacts, scheduling meetings, reserving venues for meetings, and handling other tasks
necessary for preparation of the Al.
4. COST ALLOCATION FORMULA AND INVOICING. The Program Participants will jointly fund
the costs associated with preparing the Al, including consultant fees and costs (collectively,
"Costs"). Program Participants agree to pay Costs as follows:
a. Contributions. Each Program Participant shall contribute $3,000 (referred to in this
Agreement as the "Fixed Contribution"), plus a percentage of the balance (after application of
each Program Participant's fixed $3,000 contribution, subject to Section 4.c) of the Costs
calculated by dividing the particular Program Participant's HUD Program Year 2018 Community
Development Block Grant Program ("CDBG") entitlement allocation amount by the sum of the
total federal Program Year 2018 CDBG entitlement allocation of all Program Participants.
b. Calculated Percentage Contributions. The following table shows the percentage share and
not -to -exceed dollar amount share calculated for each Program Participant in accordance with
Section 4.a:
PROGRAM PARTICIPANT
PROGRAM
YEAR 2018
CDBG FUNDS
SHARE
(%)
NOT -TO -EXCEED
SHARE ($)
Carlsbad
$568,606
2.12%
$5,883
Chula Vista
$2,289,135
8.53%
$14,605
El Cajon
$1,308,227
4.88%
$9,632
Encinitas
$332,949
1.24%
$4,688
Escondido
$1,791,466
6.68%
$12,082
La Mesa
$395,112
1.47%
$5,003
National City
$817,539
3.05%
$7,145
Oceanside
$1,394,813
5.20%
$10,071
San Diego
$11,853,593
44.19%
$63,092
San Marcos City
$698,377
2.60%
$6,540
4'Page
Santee
$279,382
1.04%
$4,416
Vista
$953,355
3.55%
$7,833
San Diego County, encompassing:
Cities of Poway, Del Mar, Solana Beach, Coronado,
Lemon Grove, and Imperial Beach
$4,144,285
15.45%
$24,010
Total Allocations
26,826,839
100.00%
$175,000
c. Fixed Contribution Elimination. If the Costs incurred by the Lead Entity are $39,000 or
less, then the Program Participants will not be required to pay the Fixed Contribution and the
Program Participants will only be responsible for reimbursement of the Lead Entity for all Costs
incurred in accordance with their respective percentage contributions determined pursuant to
Sections 4.a and 4.b.
d. Invoicing. The Lead Entity will invoice the other Program Participants for their respective
shares of Costs in accordance with the contribution amounts and formulas in this Section 4, on
at least a quarterly basis, after the Lead Entity begins incurring Costs.
5. TENTATIVE SCHEDULE. The Program Participants anticipate the Al preparation process to
proceed as follows:
a. May —September 2019: Release of RFP and consultant procurement;
b. September 2019-January 2020: Public outreach and prepare draft AI;
c. February 2020: Public review of draft Al;
d. March 2020: Local approvals of draft Al and finalize Al;
6. CONSENSUS. The Program Participants recognize that disagreements are inherent in
collaboration among multiple different entities. The Program Participants agree to resolve
disagreements through constructive and respectful dialogue with the aim of arriving at a
consensus. In cases of disagreements where a consensus cannot be reached, the Program
Participants agree to defer to the Lead Entity to decide on a resolution of the disagreement, after
consultation with the other Program Participants.
7. WITHDRAWAL. Program Participants may withdraw from this Agreement by notifying the
Lead Entity in writing. It is the responsibility of the Program Participant that is withdrawing from
this Agreement to promptly notify HUD of its withdrawal from this Agreement. If a Program
Participant withdraws, the fixed contribution amount for each Program Participant under Section
4 will be administratively recalculated to account for withdrawal of the Program Participant and
the calculated contribution percentage shares and not -to -exceed dollar amount shares expressly
5I Pat e
stated in Section 4.b will be administratively recalculated to account for removal of the federal
Program Year 2018 CDBG entitlement allocation attributable to the withdrawn Program
Participant.
8. GOVERNING LAW. The terms and conditions of this Agreement shall be construed and
interpreted in accordance with the laws of the State of California.
9. INTEGRATION AND AMENDMENT. This Agreement fully expresses all understandings of
the Program Participants concerning the matters covered in this Agreement. All prior
negotiations and agreements between the Program Participants regarding the subject matter of
this Agreement are merged into this Agreement. No change, alteration, amendment, or
modification of the terms or conditions of this Agreement, and no verbal understanding of the
Program Participants, their officers, agents, or employees shall be valid, unless made in the form
of a written amendment to this Agreement signed by all of the Program Participants. The
Program Participants agree to enter into any and all amendments to this Agreement that are
necessary to comply with any and all new or modified federal or State of California laws affecting
this Agreement.
10. NO WAIVER. No failure of a Program Participant to insist upon the strict performance by
another Program Participant of any term, covenant, or condition of this Agreement, nor any
failure to exercise any right or remedy consequent upon a breach of any term, covenant, or
condition of this Agreement, shall constitute a waiver of any such breach or the requirement to
comply with such term, covenant, or condition. No waiver of any breach shall affect or alter this
Agreement, and each and every term, covenant, and condition in this Agreement shall continue
in full force and effect regarding any existing or subsequent breach,
11. SUCCESSORS IN INTEREST. This Agreement, and all rights, obligations, or duties under this
Agreement, shall be in full force and effect, whether or not any Program Participant has been
succeeded by another entity, and all rights, obligations, or duties under this Agreement shall be
vested and binding on each Program Participant's successor in interest, subject to the limitations
in this Agreement on assignment of this Agreement.
12, NO ASSIGNMENT OR DELEGATION. No Program Participant may assign any right or
delegate any obligation under this Agreement.
13. SEVERABILITY. The unenforceability, invalidity, or illegality of any provision of this
Agreement shall not render any other provision of this Agreement unenforceable, invalid, or
illegal,
14. CONFLICTS. If a conflict or inconsistency exists between an applicable federal, State of
California, or other governmental law, rule, regulation, order, or code and this Agreement, then
the law, rule, regulation, order, or code shall control. Varying degrees of stringency among the
main body of this Agreement and applicable governmental laws, rules, regulations, orders, or
codes are not deemed conflicts or inconsistencies, and the most stringent requirement shall
6IPage
control. Each Program Participant shall notify the others immediately upon the identification of
any apparent conflict or inconsistency concerning this Agreement.
15. PRINCIPLES OF INTERPRETATION. No inference in favor of or against any Program
Participant shall be drawn from the fact that such Program Participant has drafted any part of
this Agreement. The Program Participants have each participated substantially in the negotiation,
drafting, and revision of this Agreement, with advice from legal and other counsel and advisers
of their own selection. A word, term or phrase defined in this Agreement may be used in the
singular, plural, past tense or future tense, regardless of how it is defined, all in accordance with
ordinary principles of English grammar, which shall govern all language in this Agreement. The
words "include" and "including" in this Agreement shall be construed to be followed by the
words: "without limitation." Each collective noun in this Agreement shall be interpreted as if
followed by the words "(or any part of it)," except where the context clearly requires otherwise.
Every reference to any document, including this Agreement, refers to such document, as
modified from time to time (excepting any modification that violates this Agreement), and
includes all exhibits, schedules, addenda and riders to such document, The word "or" in this
Agreement includes the word "and," except where the context clearly requires otherwise. Every
reference to a law, statute, regulation, order, form or similar governmental requirement in this
Agreement refers to each such requirement as amended, modified, renumbered, superseded or
succeeded, from time to time.
16. COUNTERPARTS. This Agreement may be signed in multiple counterparts, which, when
taken together, shall constitute a single signed original, as though all Program Participants signed
the same Agreement.
17, HEADINGS. All headings in this Agreement are for convenience of reference only and
shall not affect the interpretation of this Agreement.
18. INCORPORATION OF RECITALS. The Recitals preceding this Agreement are true and
correct and are incorporated into and made a part of this Agreement.
19. TIME OF ESSENCE. Time is of the essence of each provision of this Agreement, unless
otherwise specified in this Agreement.
20. TERMINATION. This Agreement may be terminated upon agreement among all of the
Program Participants. Termination of this Agreement will only take effect upon each Program
Participant's payment of its share of Costs incurred by the Lead Entity.
21, ELECTRONIC OR FACSIMILE SIGNATURES. Signatures on this Agreement delivered by
facsimile or electronic means shall be binding as originals upon the Program Participant so signing
and delivering,
[Remainder of page intentionally blank. Signatures begin on the immediately following page.]
7JPage
SIGNTURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
IN WITNESS WHEREOF, the Program Participants enter into this Agreement as of the
Effective Date, by and through the signatures of their respective authorized representatives set
forth below:
City of San Diego, a chartered municipal corporation
Approved as to form:
MARA W. ELLIOTT, City Attorney
By \� 1 '►1:_� _
Name: t Q -I
Title: Deputy City Attorney
8IPage
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Carlsbad, a chartered municipal corporation
By:
Name: r_i� E13,glt: FwJrM I AJ
Title: (or-vwvns- 1 f Ecr - ayl►c, f ike- iscv
Approved as to form:
City Attorney
By An-PJ-
Name: lat;V��
Title: A
9IPage
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Chula Vista, a chartered municipal corporation
By:
Name:
Title:
gawIrr
Approved as to form:
City Attorney
i
By: ,l In
JA—
r^ r >
Name: `\ a'n7e \ VJ
Title: pi)4'17 (_ G4 / If- V D4 41
10IPage
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of El Cajon, a chartered municipal corporation
Name: � � ���. �-- v/\� 1 Iv I I
Title: C` �� l/l/\c, ✓�v `,�,�
Approved as to form:
City Attorney
By:
a
Name:
Md4640( L. cc2L-al
Title: e lt-i k rat24,1 —f
11IPage
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Encinitas, a municipal corporation
By:// ,'
Name: An�-f���
Title: .ass'.
Approved as to form:
City Attorney
By:
Name:
Title:
c.)-111 A-1-111
1.2IP
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Escondido, a municipal corporation
By:
Name:,\\
Title:
Approved as to form:
City Attorney
By: P
l/
Name: f iiinv,t t t Leff
Title: _�,1-ry C;AN Micirm
13IPage
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of La Mesa, a municipal corporation
By:
Name:
Title:
Yvonne Garrett
City Manager
Approved as to form:
City Attorney
By:
Name: Glenn Sabine
Title:
City Attorney
14 Page
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of National City, a municipal corporation
Leslie Deese
City Manager
Approved as to form:
ANGIL P. MORRIS-JONES
City Attorney
By:
oberto . Contreras
Deputy City Attorney
15
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Oceanside, a chartered municipal corporation
By: b1 ,,fl I ..
Name: %/llC1�1�agcj5 .1,cI11 021)0Q.
Title: li( `-Fbi M ati n a q o47
Approved as to form:
City Attorney
By:
Name: 3,lEK8A2A G. <.14k1/1_7Vn/
Title: 7+55/51-Anir at ArroRAitc-y
16
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of San Marcos, a chartered municipal corporation
By:
Name: -sv�% Gt • ��-
Title: L� M ivoaa �V
Approved as to form:
City Attorney
By: A d4 (IL
Name:
Ar1.eiv hta fit t k
Title: (/, ''v fi
17 I P ri�;
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Santee, a chartered municipal corporation
By:
Name: 4 r/,??7 2. best
Title: e'lX
afiaj er-
Approved as to form:
City Attorney
By: 724
Name:
Title:
Al\tA 1
-`1 4 Nun.
18IPage
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Vista, a chartered municipal corporation
By:
G
')
Name: Patrick Johnson
Title: City Manager
Approved as to form:
City Attorney
By:
Name: Darold Pieper
Title: City Attorney
19IPage
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
County of San Diego, a subdivision of the State of California
By: y�
Name: J t'�
Title: D ('�-
Approved as to form:
County Counsel
r By: N' /
Name: NS\a a t7
Title:
20 I
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
This Collaboration Agreement for Preparation of San Diego Regional Analysis of
Impediments to Fair Housing Choice for Fiscal Years 2020 — 2025 ("Agreement") is entered into
as of January 2, 2019 ("Effective Date"), by and among the following government units:
City of San Diego, a chartered municipal corporation (sometimes referred to in this
Agreement as the "Lead Entity");
City of Carlsbad, a chartered municipal corporation;
City of Chula Vista, a chartered municipal corporation;
City of El Cajon, a chartered municipal corporation;
City of Encinitas, a municipal corporation;
City of Escondido, a municipal corporation;
City of La Mesa, a municipal corporation;
City of National City, a municipal corporation;
City of Oceanside, a chartered municipal corporation;
City of San Marcos, a chartered municipal corporation;
City of Santee, a chartered municipal corporation;
City of Vista, a chartered municipal corporation; and
County of San Diego, a subdivision of the State of California.
The above -named government units are sometimes referred to in this Agreement, each
individually, as a "Program Participant" or, collectively, as the "Program Participants."
RECITALS
A. Each Program Participant is a United States Department of Housing and Urban
Development ("HUD") "consolidated plan program participant" (as defined in 24 C.F.R. § 5.152)
with the following consolidated planning cycles:
1
i. City of Carlsbad, with a program start date of July 1 and a new 5-year consolidated
plan cycle beginning in July 2020;
ii. City of Chula Vista, with a program start date of July 1 and a new 5-year consolidated
plan cycle beginning in July 2019;
iii. City of El Cajon, with a program start date of July 1 and a new 5-year consolidated plan
cycle beginning in July 2019;
iv. City of Encinitas, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2020;
v. City of Escondido, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2020;
vi. City of La Mesa, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2020;
vii. City of National City, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2020;
viii. City of Oceanside, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2020;
ix. City of San Diego, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2019;
x. City of San Marcos, with a program start date of July 1 and a new 5-year consolidated
plan cycle set to begin in July 2019;
xi. City of Santee, with a program start date of July 1 and new 5-year consolidated plan
cycle set to begin in July 2020;
xii. City of Vista, with a program start date of July 1 and a new 5-year consolidated plan
cycle set to begin in July 2019;
xiii. County of San Diego, with a program start date ofJuly 1 and a new 5-year consolidated
plan cycle set to begin in July 2020, including in its consolidated plan the City of
Coronado, the City of Del Mar, the City of Imperial Beach, the City of Lemon Grove,
the City of Poway, and the City of Solana Beach;
B. The Program Participants are all subject to the affirmatively furthering fair housing
requirements of the Fair Housing Act of 1968, as amended (42 U.S.C. §§ 3601-3631), and 24 C.F.R.
§ 91.225(a)(1);
2
C. On January 5, 2018, HUD published its Notice 2018-00106 in the Federal Register (83 Fed.
Reg. 4, 683-685) notifying the Program Participants that the deadline to file their first
"Assessment of Fair Housing" pursuant to 24 C.F.R. §§ 5.150 — 5.168 ("AFH") is extended to their
next AFH submission deadline falling after October 31, 2020, and instructing the Program
Participants: (1) not to submit an AFH until HUD provides additional technical assistance to them
about preparation of an AFH; and (2) to prepare an "Analysis of Impediments to Fair Housing
Choice" for their upcoming consolidated planning cycles for HUD programs;
D. Pursuant to HUD's previous guidance on complying with the obligation to affirmatively
further fair housing, the Program Participants must complete an "Analysis of Impediments to Fair
Housing Choice" within the San Diego County region, take appropriate actions to overcome the
effects of any impediments identified through that analysis, and maintain records reflecting the
analysis and actions;
E. The Program Participants collaborated on previous regional Analyses of Impediments to
Fair Housing Choice and desire to collaborate in preparing a regional Analysis of Impediments to
Fair Housing Choice for the time period of July 1, 2020, through June 30, 2025 ("Al"); and
F. The purpose of this Agreement is to establish each Program Participant's responsibilities
in the preparation of the AI, including each Program Participant's share of the costs of
preparation of the Al;
NOW, THEREFORE, it is agreed by and among the Program Participants that:
1. LEAD ENTITY. The City of San Diego will serve as the "Lead Entity" responsible for
coordinating and preparing the Al on behalf of all the Program Participants.
2. CONSULTANT. The Program Participants anticipate and intend that the Lead Entity will
enter into an agreement with a consultant on behalf of all the Program Participants to prepare
all or a portion of the Al. The consultant will be identified through a request for proposals ("RFP")
process administered by the Lead Entity through its own RFP process. The Lead Entity shall
administer the consultant agreement and process consultant invoices in accordance with Section
4.
a. Consultant Selection and Scope of Work. The consultant to be retained by the Lead Entity
pursuant to this Agreement and the corresponding scope of services for such consultant will be
determined by a consultant selection panel comprised of representatives from the following
Program Participants: the City of San Diego, the County of San Diego, and one of the following
Program Participants: the City of Carlsbad, the City of Encinitas, the City of Escondido, the City of
Oceanside, the City of San Marcos, or the City of Vista. The City of Carlsbad, the City of Encinitas,
the City of Escondido, the City of Oceanside, the City of San Marcos, and the City of Vista will
decide amongst themselves which one of them will participate in the consultant selection panel,
within thirty (30) calendar days after the Effective Date.
3
b. Consultant Fees and Costs. Program Participants will be responsible for the payment of
their respective share of the consultant fees and costs in accordance with Section 4. The total
consultant fees and costs incurred by the Lead Entity for preparation of the Al shall not exceed
$175,000, without the prior written consent of all Program Participants.
3. RESPONSIBILITIES OF PROGRAM PARTICIPANTS. All Program Participants agree to work
collaboratively and cooperatively to ensure the timely completion of the Al. Each Program
Participant will be accountable for any individual analysis specifically applicable to it and any
applicable joint goals and priorities to be included in the Al. All Program Participants will work
together to ensure that all of the required elements are included in the Al. All Program
Participants will assist the consultant hired by the Lead Entity to prepare the Al by providing data
and contacts, scheduling meetings, reserving venues for meetings, and handling other tasks
necessary for preparation of the Al.
4. COST ALLOCATION FORMULA AND INVOICING. The Program Participants will jointly fund
the costs associated with preparing the Al, including consultant fees and costs (collectively,
"Costs"). Program Participants agree to pay Costs as follows:
a. Contributions. Each Program Participant shall contribute $3,000 (referred to in this
Agreement as the "Fixed Contribution"), plus a percentage of the balance (after application of
each Program Participant's fixed $3,000 contribution, subject to Section 4.c) of the Costs
calculated by dividing the particular Program Participant's HUD Program Year 2018 Community
Development Block Grant Program ("CDBG") entitlement allocation amount by the sum of the
total federal Program Year 2018 CDBG entitlement allocation of all Program Participants.
b. Calculated Percentage Contributions. The following table shows the percentage share and
not -to -exceed dollar amount share calculated for each Program Participant in accordance with
Section 4.a:
PROGRAM PARTICIPANT
PROGRAM
YEAR 2018
CDBG FUNDS
SHARE
(%)
NOT -TO -EXCEED
SHARE ($)
Carlsbad
$568,606
2.12%
$5,883
Chula Vista
$2,289,135
8.53%
$14,605
El Cajon
$1,308,227
4.88%
$9,632
Encinitas
$332,949
1.24%
$4,688
Escondido
$1,791,466
6.68%
$12,082
La Mesa
$395,112
1.47%
$5,003
National City
$817,539
3.05%
$7,145
Oceanside
$1,394,813
5.20%
$10,071
San Diego
$11,853,593
44.19%
$63,092
San Marcos City
$698,377
2.60%
$6,540
Santee
$279,382
1.04%
$4,416
Vista
$953,355
3.55%
$7,833
San Diego County, encompassing:
Cities of Poway, Del Mar, Solana Beach, Coronado,
Lemon Grove, and Imperial Beach
$4,144,285
15.45%
$24,010
Total Allocations
26,826,839
100.00%
$175,000
c. Fixed Contribution Elimination. If the Costs incurred by the Lead Entity are $39,000 or
less, then the Program Participants will not be required to pay the Fixed Contribution and the
Program Participants will only be responsible for reimbursement of the Lead Entity for all Costs
incurred in accordance with their respective percentage contributions determined pursuant to
Sections 4.a and 4.b.
d. Invoicing. The Lead Entity will invoice the other Program Participants for their respective
shares of Costs in accordance with the contribution amounts and formulas in this Section 4, on
at least a quarterly basis, after the Lead Entity begins incurring Costs.
5. TENTATIVE SCHEDULE. The Program Participants anticipate the Al preparation process to
proceed as follows:
a. May —September 2019: Release of RFP and consultant procurement;
b. September 2019-January 2020: Public outreach and prepare draft Al;
c. February 2020: Public review of draft Al;
d. March 2020: Local approvals of draft Al and finalize Al;
6. CONSENSUS. The Program Participants recognize that disagreements are inherent in
collaboration among multiple different entities. The Program Participants agree to resolve
disagreements through constructive and respectful dialogue with the aim of arriving at a
consensus. In cases of disagreements where a consensus cannot be reached, the Program
Participants agree to defer to the Lead Entity to decide on a resolution of the disagreement, after
consultation with the other Program Participants.
7. WITHDRAWAL. Program Participants may withdraw from this Agreement by notifying the
Lead Entity in writing. It is the responsibility of the Program Participant that is withdrawing from
this Agreement to promptly notify HUD of its withdrawal from this Agreement. If a Program
Participant withdraws, the fixed contribution amount for each Program Participant under Section
4 will be administratively recalculated to account for withdrawal of the Program Participant and
the calculated contribution percentage shares and not -to -exceed dollar amount shares expressly
5IPage
stated in Section 4.b will be administratively recalculated to account for removal of the federal
Program Year 2018 CDBG entitlement allocation attributable to the withdrawn Program
Participant.
8. GOVERNING LAW. The terms and conditions of this Agreement shall be construed and
interpreted in accordance with the laws of the State of California.
9. INTEGRATION AND AMENDMENT. This Agreement fully expresses all understandings of
the Program Participants concerning the matters covered in this Agreement. All prior
negotiations and agreements between the Program Participants regarding the subject matter of
this Agreement are merged into this Agreement. No change, alteration, amendment, or
modification of the terms or conditions of this Agreement, and no verbal understanding of the
Program Participants, their officers, agents, or employees shall be valid, unless made in the form
of a written amendment to this Agreement signed by all of the Program Participants. The
Program Participants agree to enter into any and all amendments to this Agreement that are
necessary to comply with any and all new or modified federal or State of California laws affecting
this Agreement.
10. NO WAIVER. No failure of a Program Participant to insist upon the strict performance by
another Program Participant of any term, covenant, or condition of this Agreement, nor any
failure to exercise any right or remedy consequent upon a breach of any term, covenant, or
condition of this Agreement, shall constitute a waiver of any such breach or the requirement to
comply with such term, covenant, or condition. No waiver of any breach shall affect or alter this
Agreement, and each and every term, covenant, and condition in this Agreement shall continue
in full force and effect regarding any existing or subsequent breach.
11. SUCCESSORS IN INTEREST. This Agreement, and all rights, obligations, or duties under this
Agreement, shall be in full force and effect, whether or not any Program Participant has been
succeeded by another entity, and all rights, obligations, or duties under this Agreement shall be
vested and binding on each Program Participant's successor in interest, subject to the limitations
in this Agreement on assignment of this Agreement.
12. NO ASSIGNMENT OR DELEGATION. No Program Participant may assign any right or
delegate any obligation under this Agreement.
13. SEVERABILITY. The unenforceability, invalidity, or illegality of any provision of this
Agreement shall not render any other provision of this Agreement unenforceable, invalid, or
illegal.
14. CONFLICTS. If a conflict or inconsistency exists between an applicable federal, State of
California, or other governmental law, rule, regulation, order, or code and this Agreement, then
the law, rule, regulation, order, or code shall control. Varying degrees of stringency among the
main body of this Agreement and applicable governmental laws, rules, regulations, orders, or
codes are not deemed conflicts or inconsistencies, and the most stringent requirement shall
6
control. Each Program Participant shall notify the others immediately upon the identification of
any apparent conflict or inconsistency concerning this Agreement.
15. PRINCIPLES OF INTERPRETATION. No inference in favor of or against any Program
Participant shall be drawn from the fact that such Program Participant has drafted any part of
this Agreement. The Program Participants have each participated substantially in the negotiation,
drafting, and revision of this Agreement, with advice from legal and other counsel and advisers
of their own selection. A word, term or phrase defined in this Agreement may be used in the
singular, plural, past tense or future tense, regardless of how it is defined, all in accordance with
ordinary principles of English grammar, which shall govern all language in this Agreement. The
words "include" and "including" in this Agreement shall be construed to be followed by the
words: "without limitation." Each collective noun in this Agreement shall be interpreted as if
followed by the words "(or any part of it)," except where the context clearly requires otherwise.
Every reference to any document, including this Agreement, refers to such document, as
modified from time to time (excepting any modification that violates this Agreement), and
includes all exhibits, schedules, addenda and riders to such document. The word "or" in this
Agreement includes the word "and," except where the context clearly requires otherwise. Every
reference to a law, statute, regulation, order, form or similar governmental requirement in this
Agreement refers to each such requirement as amended, modified, renumbered, superseded or
succeeded, from time to time.
16. COUNTERPARTS. This Agreement may be signed in multiple counterparts, which, when
taken together, shall constitute a single signed original, as though all Program Participants signed
the same Agreement.
17. HEADINGS. All headings in this Agreement are for convenience of reference only and
shall not affect the interpretation of this Agreement.
18. INCORPORATION OF RECITALS. The Recitals preceding this Agreement are true and
correct and are incorporated into and made a part of this Agreement.
19. TIME OF ESSENCE. Time is of the essence of each provision of this Agreement, unless
otherwise specified in this Agreement.
20. TERMINATION. This Agreement may be terminated upon agreement among all of the
Program Participants. Termination of this Agreement will only take effect upon each Program
Participant's payment of its share of Costs incurred by the Lead Entity.
21. ELECTRONIC OR FACSIMILE SIGNATURES. Signatures on this Agreement delivered by
facsimile or electronic means shall be binding as originals upon the Program Participant so signing
and delivering.
[Remainder of page intentionally blank. Signatures begin on the immediately following page.]
7I
SIGNTURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
IN WITNESS WHEREOF, the Program Participants enter into this Agreement as of the
Effective Date, by and through the signatures of their respective authorized representatives set
forth below:
City of San Diego, a chartered municipal corporation
By:
Name:
Title:
Approved as to form:
MARA W. ELLIOTT, City Attorney
By:
Name:
Title: Deputy City Attorney
8
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Carlsbad, a chartered municipal corporation
By:
Name:
Title:
Approved as to form:
City Attorney
By:
Name:
Title:
91
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Chula Vista, a chartered municipal corporation
By:
Name:
Title:
Approved as to form:
City Attorney
By:
Name:
Title:
10
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of El Cajon, a chartered municipal corporation
By:
Name:
Title:
Approved as to form:
City Attorney
By:
Name:
Title:
11IPage
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Encinitas, a municipal corporation
By:
Name:
Title:
Approved as to form:
City Attorney
By:
Name:
Title:
12
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Escondido, a municipal corporation
By:
Name:
Title:
Approved as to form:
City Attorney
By:
Name:
Title:
13I
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of La Mesa, a municipal corporation
By:
Name:
Title:
Approved as to form:
City Attorney
By:
Name:
Title:
14 I
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of National City, a municipal corporation
B.
7�
Leslie Deese
City Manager
Approved as to form:
ANGIL P. MORRIS-JONES
Ci £ttorney
By: /
Roberto M. Contreras
Deputy City Attorney
15
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Oceanside, a chartered municipal corporation
By:
Name:
Title:
Approved as to form:
City Attorney
By:
Name:
Title:
16 1
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of San Marcos, a chartered municipal corporation
By:
Name:
Title:
Approved as to form:
City Attorney
By:
Name:
Title:
17IPage
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Santee, a chartered municipal corporation
By:
Name:
Title:
Approved as to form:
City Attorney
By:
Name:
Title:
18 1
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
City of Vista, a chartered municipal corporation
By:
Name:
Title:
Approved as to form:
City Attorney
By:
Name:
Title:
19 1
SIGNATURE PAGE
TO
COLLABORATION AGREEMENT
FOR PREPARATION OF
SAN DIEGO REGIONAL ANALYSIS OF IMPEDIMENTS TO FAIR HOUSING CHOICE
FOR FISCAL YEARS 2020 — 2025
(Continued)
County of San Diego, a subdivision of the State of California
By:
Name:
Title:
Approved as to form:
County Counsel
By:
Name:
Title:
201Page