HomeMy WebLinkAboutItem JSEA[ 6F
AGENDA STAFF REPORT
OFORNP
DATE: July 25, 2016
TO: Honorable Mayor and City Council
THRU: Jill R. Ingram, City Manager
FROM: Victoria L. Beatley, Director of Finance /City Treasurer
SUBJECT: SEAL BEACH SHORES - MONITORING
AFFORDABLE HOUSING
SUMMARY OF REQUEST:
That the City Council adopt Resolution No. 6668 approving an agreement with
JWA Urban Consultants for Seal Beach Shores Affordable Housing Monitoring
services in an amount not to exceed $25,000.
BACKGROUND AND ANALYSIS:
Over the last several years, the City has been working with the Seal Beach Shores
Board of Directors (SBS) to accommodate their desire to refinance existing debt.
Throughout this time various issues have been identified and discussed with SBS
regarding compliance with various agreements with the former City of Seal Beach
Redevelopment Agency (agreements have been assumed by the Successor
Agency to the Seal Beach Redevelopment Agency).
In July 2015, at the suggestion of the City Attorney's office, the City hired JWA
Urban Consultants (JWA) to perform a Compliance Audit of Seal Beach Shores
with respect to the Regulatory Agreement. The amount of the initial agreement was
$22,500 and was signed by the City Manager as it was within her signing authority.
As agreed, the agreement was reported to the City Council late last year.
The initial Compliance Audit identified various issues that now require follow -up and
further work effort on the part of JWA. The amount of the new agreement brings
the total amount to be paid to JWA to $47,500. The cost of these professional
services would typically be borne by the Successor Agency but since this expense
occurred recently it is not allowed on the ROPS. However, it is in the City's best
interest to ensure compliance prior to supporting the SBS refinance as the
Oversight Board will need to approve the transaction.
Agenda Item J
ENVIRONMENTAL IMPACT:
There is no environmental impact related to this item.
LEGAL ANALYSIS:
The City Attorney has reviewed and approved as to form.
FINANCIAL IMPACT:
The Adopted FY 2016 — 2017 Budget includes sufficient funding in account
001 - 019 -44000 for professional services of this nature.
RECOMMENDATION:
That the City Council adopt Resolution No. 6668 approving an agreement with
JWA Urban Consultants for Seal Beach Shores Affordable Housing Monitoring
services in an amount not to exceed $25,000.
SU -MI
U
Victoria L. Beatley
Director of Finance /City Treasurer
Attachments:
NOTED AND APPROVED:
1A
• Z:.-
A. Resolution No. 6668
B. Professional Services Agreement
Exhibit A - JWA Urban Consultant Services Proposal
Page 2
Attachment "A"
RESOLUTION NUMBER 6668
A RESOLUTION OF THE SEAL BEACH CITY COUNCIL
APPROVING A PROFESSIONAL SERVICES AGREEMENT FOR
SEAL BEACH SHORES MONITORING AFFORDABLE HOUSING
THE SEAL BEACH CITY COUNCIL DOES HEREBY RESOLVE:
Section 1. The City Council hereby approves the professional services
agreement ( "Agreement') between the City of Seal Beach and JWA Urban
Consultants for affordable housing monitoring services in a not to exceed
amount of $25,000.
Section 2. The Council hereby directs the City Manager to execute the
Agreement.
PASSED, APPROVED AND ADOPTED by the Seal Beach City Council at a
regular meeting held on the 25th day of Jam, 2016 by the following vote:
AYES: Council Members
NOES: Council M
ABSENT: Council Members
ABSTAIN: Council M
Sandra Massa - Lavitt, Mayor
ATTEST:
Robin L. Roberts, City Clerk
STATE OF CALIFORNIA }
COUNTY OF ORANGE } SS
CITY OF SEAL BEACH }
I, Robin L. Roberts, City Clerk of the City of Seal Beach, do hereby certify that
the foregoing resolution is the original copy of Resolution Number 6668 on file in
the office of the City Clerk, passed, approved, and adopted by the City Council at
a regular meeting held on the 25th day of ,July , 2016.
Robin L. Roberts, City Clerk
A`@Y ach e t 6699
PROFESSIONAL SERVICES AGREEMENT
Between
City of Seal Beach
211 8th Street
Seal Beach, CA 90740
M
JWA Urban Consultants, Inc.
609 Deep Valley Drives Suite #200
Rolling Hills Estates, CA 90274
310.347.6310
This Professional Service Agreement (`the Agreement") is made as of July 25, 2016
(the "Effective Date "), by and between JWA Urban Consultants, Inc. ( "Consultant"), a
California Corporation, and the City of Seal Beach ( "City'), a California charter city,
(collectively, 'the Parties ").
S7296-0001\1 236808vl.dM
RECITALS
A. City desires certain professional services
B. Consultant represents that it is qualified and able to provide City with such
services.
NOW THEREFORE, in consideration of the Parties' performance of the
promises, covenants, and conditions stated herein, the Parties hereto agree as
follows.
AGREEMENT
1.0 Scope of Services
1.1. Consultant shall provide those services ( "Services ") set forth in the
attached Exhibit A, which is hereby incorporated by this reference. To the extent
that there is any conflict between Exhibit A and this Agreement, this Agreement
shall control.
1.2. Consultant shall perform all Services under this Agreement in
accordance with the standard of care generally exercised by like professionals
under similar circumstances and in a manner reasonably satisfactory to City.
1.3. In performing this Agreement, Consultant shall comply with all
applicable provisions of federal, state, and local law.
1.4. Consultant will not be compensated for any work performed not
specified in the Scope of Services unless the City authorizes such work in
advance and in writing. The City Manger may authorize extra work to fund
unforeseen conditions at a cost not to exceed a cumulative amount of $10,000
over the term of the Agreement and any extension. Payment for additional work
costing more than $10,000 requires prior City Council authorization.
2.0 Term
This term of this Agreement shall commence as of the Effective Date and shall
expire at Midnight on June 30, 2018 unless previously terminated as provided by
this Agreement.
2.1 City, at its sole option, may extend the term of this Agreement once
under the same terms and conditions for a period of up to one year by providing
written notice of such extension to Consultant not less than thirty (30) days prior
to the expiration of the Initial term. Any Services performed during any period of
an extension shall be paid according to Section 3. 0.
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3.0 Consultant's Compensation
City will pay Consultant in accordance with the fee schedule set forth in the
Schedule and Budget of Exhibit A for all Services performed and expenses
incurred in the performance of such Services, but in no event will City pay more
than the total sum of twenty five thousand dollars ($25,000) for the
term of this Agreement and any extension set forth in Section 2. 1. Any additional
work authorized by City pursuant to Section 1.4 will be compensated in
accordance with the rate schedule set forth in the Schedule and Budget of
Exhibit A.
4.0 Method of Payment
4.1. Consultant shall submit to City monthly invoices for all services
rendered pursuant to this Agreement. Such invoices shall be submitted within 15
days of the end of the month during which the services were rendered and shall
describe in detail the services rendered during the period, the days worked,
number of hours worked, the hourly rates charged, and the services performed
for each day in the period. City will pay Consultant within 30 days of receiving
Consultant's invoice. City will not withhold any applicable federal or state payroll
and other required taxes, or other authorized deductions from payments made to
Consultant.
4.2 Upon 24 hours' written notice from City, Consultant shall allow City
or City's agents or representatives to inspect at Consultant's offices during
reasonable business hours all records, invoices, time cards, cost control sheets
and other records maintained by Consultant in connection with this Agreement.
City's rights under this Section 4.2 shall survive for two years following the
termination of this Agreement.
5.0 Termination
5.1. This Agreement may be terminated by City, with or without cause,
or by Consultant based on reasonable cause, upon giving the other party written
notice thereof not less than 14 days prior to the date of termination. In the event
that City terminates this Agreement without cause, the City will pay Consultant its
fees and reimbursable expenses incurred up to the effective date of termination.
5.2. This Agreement may be terminated by City upon 10 days' notice to
Consultant if Consultant fails to provide satisfactory evidence of renewal or
replacement of comprehensive general liability insurance as required by this
Agreement at least 20 days before the expiration date of the previous policy.
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6.0 Party Representatives
6.1. The City Manager is the City's representative for purposes of this
Agreement.
6.2. Jack Wong is the Consultant's primary representative for purposes
of this Agreement.
7.0 Notices
7.1. All notices permitted or required under this Agreement shall be
deemed made when personally delivered or when mailed 48 hours after deposit
in the United States Mail, first class postage prepaid and addressed to the parry
at the following addresses:
To City: City of Seal Beach
211 8th Street
Seal Beach, California 90740
Attn: City Manager
To Consultant: JWA Urban Consultants, Inc.
609 Deep Valley Drive, Suite #200
Rolling Hills Estates, CA 90274
Attn: Jack Wong
7.2. Actual notice shall be deemed adequate notice on the date actual
notice occurred, regardless of the method of service.
8.0 Independent Contractor
8.1. Consultant is an Independent contractor and not an employee of
the City. All services provided pursuant to this Agreement shall be performed by
Consultant or under its supervision. Consultant will determine the means,
methods, and details of performing the services. Any additional personnel
performing services under this Agreement on behalf of Consultant shall also not
be employees of City and shall at all times be under Consultant's exclusive
direction and control. Consultant shall pay all wages, salaries, and other
amounts due such personnel in connection with their performance of services
under this Agreement and as required by law. Consultant shall be responsible
for all reports and obligations respecting such additional personnel, including, but
not limited to: social security taxes, income tax withholding, unemployment
insurance, disability insurance, and workers' compensation insurance.
8.2. Consultant shall indemnify and hold harmless City and its elected
officials, officers, employees, servants, designated volunteers, and agents
serving as independent contractors in the role of City officials, from any and all
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liability, damages, claims, costs and expenses of any nature to the extent arising
from Consultant's personnel practices. City shall have the right to offset against
the amount of any fees due to Consultant under this Agreement any amount due
to City from Consultant as a result of Consultant's failure to promptly pay to City
any reimbursement or indemnification arising under this Section.
9.0 Subcontractors
No portion of this Agreement shall be subcontracted without the prior written
approval of the City. Consultant is fully responsible to City for the performance of
any and all subcontractors.
10.0 Assignment
Consultant shall not assign or transfer any interest in this Agreement whether by
assignment or novation, without the prior written consent of City. Any purported
assignment without such consent shall be void and without effect.
11.0 Insurance
11.1. Consultant shall not commence work under this Agreement until it
has provided evidence satisfactory to the City that Consultant has secured all
insurance required under this Section. Consultant shall furnish City with original
certificates of insurance and endorsements effecting coverage required by this
Agreement on forms satisfactory to the City. The certificates and endorsements
for each insurance policy shall be signed by a person authorized by that insurer
to bind coverage on its behalf, and shall be on forms provided by the City if
requested. All certificates and endorsements shall be received and approved by
the City before work commences. The City reserves the right to require
complete, certified copies of all required insurance policies, at any time.
11.2. Consultant shall, at its expense, procure and maintain for the
duration of the Agreement, insurance against claims for injuries to persons or
damages to property that may arise from or in connection with the performance
of this Agreement. Insurance is to be placed with insurers with a current A.M.
Best's rating no less than A:VIII, licensed to do business in California, and
satisfactory to the City. Coverage shall be at least as broad as the latest version
of the following: (1) General Liability: Insurance Services Office Commercial
General Liability coverage (occurrence form CG 0001); (2) Automobile Liability:
Insurance Services Office Business Auto Coverage form number CA 0001, code
1 (any auto); and, if required by the City, (3) Professional Liability. Consultant
shall maintain limits no less than: (1) General Liability: $2,000,000 per
occurrence for bodily injury, personal injury and property damage and if
Commercial General Liability Insurance or other form with a general aggregate
limit is used, either the general aggregate limit shall apply separately to this
Agreement/location or the general aggregate limit shall be twice the required
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occurrence limit; (2) Automobile Liability: $1,000,000 per accident for bodily injury
and property damage; and (3) Professional Liability: $1,000,000 per
claim /aggregate.
11.3. The insurance policies shall contain the following provisions, or
Consultant shall provide endorsements on forms supplied or approved by the
City to state: (1) coverage shall not be suspended, voided, reduced or canceled
except after 30 days prior written notice by certified mail, return receipt
requested, has been given to the City; (2) any failure to comply with reporting or
other provisions of the policies, including breaches of warranties, shall not affect
coverage provided to the City, its directors, officials, officers, (3) coverage shall
be primary insurance as respects the City, its directors, officials, officers,
employees, agents and volunteers, or if excess, shall stand in an unbroken chain
of coverage excess of the Consultant's scheduled underlying coverage and that
any insurance or self- insurance maintained by the City, its directors, officials,
officers, employees, agents and volunteers shall be excess of the Consultant's
insurance and shall not be called upon to contribute with it; (4) for general liability
insurance, that the City, its directors, officials, officers, employees, agents and
volunteers shall be covered as additional insureds with respect to the services or
operations performed by or on behalf of the Consultant, Including materials, parts
or equipment furnished in connection with such work; and (5) for automobile
liability, that the City, its directors, officials, officers, employees, agents and
volunteers shall be covered as additional insureds with respect to the ownership,
operation, maintenance, use, loading or unloading of any auto owned, leased,
hired or borrowed by the Consultant or for which the Consultant is responsible.
11.4. All insurance required by this Section shall contain standard
separation of insureds provisions and shall not contain any special limitations on
the scope of protection afforded to the City, its directors, officials, officers,
employees, agents, and volunteers.
11.5. Any deductibles or self- insured retentions shall be declared to and
approved by the City. Consultant guarantees that, at the option of the City,
either: (1) the insurer shall reduce or eliminate such deductibles or self- insured
retentions as respects the City, its directors, officials, officers, employees,
agents, and volunteers; or (2) the Consultant shall procure a bond guaranteeing
payment of losses and related investigation costs, claims and administrative and
defense expenses.
12.0 Indemnification, Hold Harmless, and Duty to Defend
To the full extent permitted by law, Consultant shall defend, indemnity, and hold
City, its officials, officers, employees, volunteers and agents serving as
independent contractors in the role of city officials ( collectively ° Indemnitees ")
free and harmless from any and all claims, demands, causes of action, costs,
expenses, liability, loss, damage or injury, in law or equity, to property or
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persons, including wrongful death, in any manner arising out of or incident to any
acts or omissions of Consultant, its employees, or its agents in connection with
the performance of this Agreement, including without limitation the payment of all
consequential damages and attorneys' fees and other related costs and
expenses, except for such loss or damage arising from the sole negligence or
willful misconduct of City. With respect to any and all such aforesaid suits,
actions, or other legal proceedings of every kind that may be brought or instituted
against Indemnitees, Consultant shall defend Indemnitees, at Consultant's own
cost, expense, and risk, and shall pay and satisfy any judgment, award, or
decree that may be rendered against Indemnitees. Consultant shall reimburse
City and its directors, officials, officers, employees, agents and/or volunteers, for
any and all legal expenses and costs incurred by each of them in connection
therewith or in enforcing the indemnity herein provided. Consultant's obligation
to indemnify shall not be restricted to insurance proceeds, if any, received by
Consultant, the City, its directors, officials, officers, employees, agents or
volunteers. All duties of Consultant under this Section shall survive termination
of this Agreement.
13.0 Equal Opportunity
Consultant affirmatively represents that it is an equal opportunity employer.
Consultant shall not discriminate against any subcontractor, employee, or
applicant for employment because of race, religion, color, national origin,
handicap, ancestry, sex, sexual orientation, or age. Such non - discrimination
includes, but is not limited to, all activities related to initial employment,
upgrading, demotion, transfer, recruitment or recruitment advertising, layoff, or
termination.
14.0 Labor Certification
By its signature hereunder, Consultant certifies that it is aware of the provisions
of Section 3700 of the California Labor Code that require every employer to be
insured against liability for Workers' Compensation or to undertake self- insurance
in accordance with the provisions of that Code, and agrees to comply with such
provisions before commencing the performance of the Services.
15.0 Entire Agreement
This Agreement contains the entire agreement of the parties with respect to the
subject matter hereof, and supersedes all prior negotiations, understandings, or
agreements. This Agreement may only be modified by a writing signed by both
parties.
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16.0 Severability
The invalidity in whole or in part of any provisions of this Agreement shall not
void or affect the validity of the other provisions of this Agreement.
17.0 Governing Law
This Agreement shall be governed by and construed in accordance with the laws
of the State of California.
18.0 No Third Party Rights
No third party shall be deemed to have any rights hereunder against either party
as a result of this Agreement.
19.0 Waiver
No waiver of any default shall constitute a waiver of any other default or breach,
whether of the same or other covenant or condition. No waiver, benefit, privilege,
or service voluntarily given or performed by a party shall give the other party any
contractual rights by custom, estoppel, or otherwise.
20.0 Prohibited Interests; Conflict of Interest
20.1. Consultant covenants that it presently has no interest and shall not
acquire any interest, direct or indirect, which may be affected by the Services, or
which would conflict in any manner with the performance of the Services.
Consultant further covenants that, in performance of this Agreement, no person
having any such interest shall be employed by it. Furthermore, Consultant shall
avoid the appearance of having any interest, which would conflict in any manner
with the performance of the Services. Consultant shall not accept any
employment or representation during the term of this Agreement which is or may
likely make Consultant `financially interested" (as provided in California
Government Code § §1090 and 87100) in any decision made by City on any
matter in connection with which Consultant has been retained.
20.2. Consultant further warrants and maintains that it has not employed
or retained any person or entity, other than a bona fide employee working
exclusively for Consultant, to solicit or obtain this Agreement. Nor has
Consultant paid or agreed to pay any person or entity, other than a bona fide
employee working exclusively for Consultant, any fee, commission, gift,
percentage, or any other consideration contingent upon the execution of this
Agreement. Upon any breach or violation of this warranty, City shall have the
right, at its sole and absolute discretion, to terminate this Agreement without
further liability, or to deduct from any sums payable to Consultant hereunder the
full amount or value of any such fee, commission, percentage or gift.
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20.3. Consultant warrants and maintains that it has no knowledge that
any officer or employee of City has any interest, whether contractual, non -
contractual, financial, proprietary, or otherwise, in this transaction or in the
business of Consultant, and that if any such interest comes to the knowledge of
Consultant at any time during the term of this Agreement, Consultant shall
immediately make a complete, written disclosure of such interest to City, even if
such interest would not be deemed a prohibited "conflict of interest" under
applicable laws as described in this subsection.
21.0 Attorneys' Fees
If either Party commences any legal, administrative, or other action against the
other Party, arising out of or in connection with this Agreement, the prevailing
Party in such action shall be entitled to have and recover from the losing Party all
of its attorneys' fees and other costs incurred in connection therewith.
22.0 Exhibits
All exhibits referenced in this Agreement are hereby incorporated into the
Agreement as if set forth in full herein. In the event of any material discrepancy
between the terms of any exhibit so incorporated and the terms of this
Agreement, the terms of this Agreement shall control.
23.0 Corporate Authority
The person executing this Agreement on behalf of Consultant warrants that he or
she is duly authorized to execute this Agreement on behalf of said Party and that
by his or her execution, the Consultant is formally bound to the provisions of this
Agreement.
IN WITNESS WHEREOF, the Parties hereto, through their respective authorized
representatives have executed this Agreement as of the date and year first
above written.
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CITY OF SEAL BEACH CONSULTANT
By:
Attest:
By:
Jill R. Ingram, City Manager
Robin L. Roberts, City Clerk
By:
Name: Jack L. Wong
Its: President
By:
Name: May C. Wong
ApproMASteele, Its: Secretary
By:
ty Attorney
S7296-0001 \1236808v1.doc
Exhibit A
Letter dated July 12, 2016, from Jack L. Wong, President, JWA Consultants to Jim
Basham, Director of Community Development, City of Seal Beach
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July 12, 2016
Mr. Jim Basham
Director of Community Development
City of Seal Beach
211 Eighth Street
Seal Beach, CA 90740
1WA URBAN CONSULTANTS
Re: Seal Beach Shores: Monitoring Affordable Housing Proposal
Dear Mr. Basham:
JWA Urban Consultants, Inc. (JWA) is pleased to present this Proposal for professional services
related to the Seal Beach Shores Mobile Home Park (SBS Park). Seal Beach Shores, Inc.
(SBSI) is the current owner of SBS Park and currently operates under specific occupancy and
affordability covenants as contained within certain Regulatory Agreements and Declaration of
Restrictive Covenants and other associated documents thereof. We are familiar with affordable
housing covenants and are confident in the successful completion of this assignment. Pursuant
to our recent conversation, I am submitting this Letter Agreement/Proposal for your
consideration.
SCOPE OF WORK:
JWA understands that the City of Seal Beach is seeking a consultant to provide a foundational
base of reliable information from which the City may assess the current status of SBSI
compliance with respect to certain regulatory agreements affecting occupancy and affordability
covenants, but primarily focusing on those covenants and requirements as contained in the
Agency Regulatory Agreement. The City has retained RSG, since 2000, as the project's
Oversight Agent and Program Administrator. JWA's work product will be used by the City in
furthering their analysis of the project's compliance to the regulatory agreements. JWA will
complete and submit an audit report to the City within 60 -90 days of receiving authorization to
start work.
JWA proposes to complete the following tasks:
Develop a baseline inventory of all current leases and /or ownerships of mobile homes
and mobile home park spaces. The purpose of the baseline report is to establish
pertinent information and a foundation of understanding from which future work and
assessment can be based. The Baseline Report will contain a comprehensive listing of
information that is accessible of all current tenants, tenant information, application forms,
eligibility determination forms, leases, status of the occupant as renter /owner of mobile
home unit, verification of rental status of each mobile home space, etc.
2. Identify missing documents that are essential to the successful analysis and
determination of affordability and compliance with the affected regulatory agreements.
3. Provide maximum household income and maximum allowable rents for Orange County
households at the Very Low -, Low- or Moderate - income categories.
4. Cross check income eligibility and adequacy of support documentation of up to 100 low -
and moderate - income files.
5. Cross check affordability calculations and analysis of up to 100 low- and moderate -
income files.
6. Review the format and requested information on the application and lease forms
currently being used by SBSI and /or J & H Asset Property Management with respect to
the Qualified Spaces, to verify compliance with respect to the affordability and
occupancy requirements of Article 2 of the Agency Regulatory Agreement.
7. Review past requests by the Borrower within the past 24 months to withdraw funds from
the i) Rental Assistance Fund and ii) Resident Services Fund and the basis for such
request.
8. Review and analyze up to two Quarterly Reports completed by RSG at an additional
cost of $2,500 for each report (optional).
9. Review and analyze up to two Annual Reports at an additional cost of $3,500 for each
report (optional).
For this project, JWA understands that the purpose of the audit work is to determine if Seal
Beach Shores Mobile Home Park is in compliance with the Agency Regulatory Agreement and
amendments thereof. SBSI is currently in the process of refinancing the existing debt on the
property pursuant to the Bond Regulatory Agreement. As such, the focus of the audit work will
be focused on SBSI compliance to the Agency Regulatory Agreement but the following
documents will also serve as additional resource material and documentation.
1. Regulatory Agreement, dated December 1, 2000; recorded December 21, 2000; Doc
#1989455 (received)
2. Regulatory Agreement and Declaration of Restrictive Covenants, dated December 1,
2000, recorded December 20, 2000; Doc #20000690068 (received)
3. Amendment of Regulatory Agreement, recorded September 15, 2005; Doc
#2005000727559 (received)
4. MPROP Regulatory Agreement
5. Loan Agreement, dated December 1, 2000
6. Administration and Oversight Agreement dated December 1, 2000 (received)
7. Revocable Grant Agreement, dated December 1, 2000
B. Mobile Home Park Revenue Bonds Series 2000A dated December 1, 2000
9. Rental Assistance Fund and Resident Services Fund held by the Trustee
10. Site Plan indicating the locations of mobile home spaces, clubhouse, site amenities, etc.
11. Office files, rental agreements, mobile home ownership documents, rental applications
and intake information forms, income certification forms and other related forms located
at the SIBS Park office in Seal Beach and at The Loftin Firm, P.C. offices in Carlsbad,
CA.
The completion of the Scope of Work will require close coordination and dialogue with the City.
It is anticipated that the tasks may need to be modified as work progresses to further address
the needs of the City. JWA is aware of this potential event and will strive to accommodate such
modifications within its overall budget but the degree to which this can be fully achieved will
depend on the status and condition of the project files.
DELIVERABLES:
JWA will provide the following documents in electronic format:
1. Administrative Audit Report, comparing and analyzing the mobile home park files and
the Agency Regulatory Agreement.
2. Baseline Report stating the current status of leases, names of occupants, household
income data, application forms, etc.
3. Orange County 2016 Income Limits and Fair Market Rent information
4. Analysis of up to two Quarterly Reports (optional)
5. Analysis of up to two Annual Reports (optional)
PERSONNEL;
Jack Wong will be the person responsible for the completion of the project. He will be assisted
by a Senior team member, who has professional knowledge and working experience in the
areas of affordable eligibility determination and restrictive agreements, and lives near Carlsbad.
BUDGET:
It is difficult to estimate the number of hours that may be needed to complete this assignment
due to the uncertainty of the condition of the files and data sets. However, JWA believes that a
project budget of $25,000 may be sufficient to complete this project. If the budget is nearing
depletion, the Consultant will meet and discuss a budget amendment with the City. The cost for
optional items will be at the City's direction and would be in addition to the project budget. JWA
will invoice up to this amount by submitting monthly invoices reflecting the number of hourly
work completed in relation to this project.
FEE SCHEDULE
HOURLY RATE
Principal
$185
Senior
$145
Associate
$115
Optional: Review and analysis of Quarter) Report(s)
$2,500 each
Optional: Review and Analysis of Annual Report(s)
$3,500 each
Optional: Public /Community meetings; SIBS Board meetings;
Planning Commission and City Council meetings.
$1,200 each
Court related (non - preparation) activities, such as court appearances, depositions,
mediation, arbitration, dispute resolution and other expert witness activities, will be
charged at a court rate of 1.5 times hourly rate, with a four -hour minimum.
Preparation activities will be charged at regular hourly rate pursuant to then effective
annual Fee Schedule. Portal-to-portal travel time is included in billable hours.
If you have any questions, please do not hesitate to contact me at (310) 347 -6310. Thank you
for your consideration. If this Proposal is approved, please sign below. Thank you.
Sincerely,
JWA Urban Consultants, Inc.
Jack L. Wong
President
AUTHORIZATION:
By signing below, I hereby agree to the terms of this Letter Agreement/Proposal and authorize
JWA to commence work as outlined above:
City of Seal Beach
Name, Position, and Date