HomeMy WebLinkAboutStaff Report 2410-3584CITY OF PALO ALTO
CITY COUNCIL
Special Meeting
Monday, December 16, 2024
Council Chambers & Hybrid
5:30 PM
Agenda Item
8.Community Development Block Grant 2025-2030 Consolidated Plan and Authorize
Execution of Revenue Agreement with the County of Santa Clara for Annual Action Plan
FY 2025-2026
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City Council
Staff Report
From: City Manager
Report Type: CONSENT CALENDAR
Lead Department: Planning and Development Services
Meeting Date: December 16, 2024
Report #:2410-3584
TITLE
Community Development Block Grant 2025-2030 Consolidated Plan and Authorize Execution of
Revenue Agreement with the County of Santa Clara for Annual Action Plan FY 2025-2026
RECOMMENDATION
Staff recommends that City Council authorize execution of the Revenue Agreement between
the County of Santa Clara and the City of Palo Alto by the City Manager.
BACKGROUND
The U.S. Department of Housing and Urban Development (HUD) requires communities that
receive funding through the Community Development Block Grant (CDBG) program to prepare
a Consolidated Plan.
The goal of the Consolidated Plan is to help communities assess their affordable housing and
community development needs and market conditions, and to make data-driven, place-based
investment decisions. The Consolidated Plan is then implemented through the projects,
activities, and programs identified for funding in each of the City’s CDBG Annual Action Plans
prepared over the lifespan of the Consolidated Plan.
City Council generally reviews and approves Palo Alto’s Annual Action Plan in May or June,
depending on when the City receives its funding allocation from HUD. The County’s
Consolidated Plan schedule suggests local jurisdictions hold public meetings to review their
draft Consolidated Plans in or after March 2025.
The County of Santa Clara has contracted with Root Policy, to prepare the CDBG 2025-2030
Consolidated Plans and FY 2025-2026 Annual Action Plans for the Cities of Cupertino, Gilroy,
Milpitas, Mountain View, Palo Alto, Santa Clara, and Sunnyvale as well as the Santa Clara Urban
County. The County has asked Palo Alto to contribute a fair share towards this consultant cost.
The City of Palo Alto and all other HUD CDBG entitlement jurisdictions can spend a maximum of
twenty percent (20%) of their annual HUD allocations on Planning & Administrative Services;
there is not enough funding in City’s CDBG Planning & Administrative Services budget in any
year to cover the cost of Consolidated Plan preparation, which occurs every five (5) years.
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Consequently, funding for this required Consolidated Plan preparation process is necessary
from the General Fund.
ANALYSIS
Root Policy will provide the County and participating cities, including Palo Alto, with community
outreach and engagement services, analysis, and Consolidated Plan and Annual Action Plan
preparation services. The efforts will conclude in June 2025. Please see Attachment A for scope
and schedule details.
The City participated in a similar revenue agreement five years ago to prepare the current
2020-2025 Consolidated Plan. The amount requested from the County for the forthcoming
Consolidated Plan and Annual Action Plan preparation is $47,105, which is a fair share cost of
the overall Consolidated Plan and Annual Action Plan process. An additional contingency
amount of 10% ($4,710) is also recommended. The requested fair share cost is higher than it
has been in the past ; for comparison, the City executed a similar revenue agreement with the
County for the 2020-2025 Consolidated Plan for $37,861. The County clarified that there were
two primary reasons for this cost increase:
1. In response to past feedback indicating that population-based cost sharing led to certain
jurisdictions covering costs that primarily benefited others, the County is now allocating
costs directly based on the specific tasks and time required for each jurisdiction's
individual Consolidated Plan and Annual Action Plan, ensuring a more equitable
distribution of costs.
2. San Jose recently decided to opt out of participation in the 2025-2030 Consolidated Plan
process led by the County. While the consultant scope has been updated to reflect this
change, this still leaves each of the remaining jurisdictions with a larger share of the
overall costs.
An alternative to participating in the County-led Consolidated Plan/AAP process is for the City
to hire its own professional services for this planning effort. However, this is not recommended,
as this would be less efficient than leveraging the economies of scale through the County
agreement. In addition, the June 2025 deadline would not leave adequate time to find a
qualified consultant and conduct the required planning and community outreach.
FISCAL/RESOURCE IMPACT
There is no significant fiscal impact associated with this recommendation. The total contract
amount for Root Policy’s work with the County is $484,551. This includes support for the Cities
of Cupertino, Gilroy, Milpitas, Mountain View, Palo Alto, Santa Clara and Sunnyvale as well as
the Santa Clara Urban County. Palo Alto’s assigned fair share of the total contract matches the
other jurisdiction’s requested fair share contributions; Attachment B has more details. Staff
recommends that the City Council approve this amount plus a 10% contingency for additional
services, if needed, for a total of $51,815. The Planning and Development Services Department
is able to cover the cost of the Consolidated Plan using its adopted FY 2025 operating budget.
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STAKEHOLDER ENGAGEMENT
Stakeholder engagement was not conducted around the Cost-Sharing Agreement between the
County of Santa Clara and the City of Palo Alto (Attachment C) with the County of Santa Clara
for the Consultant Services required to complete the 2025-2030 Consolidated Plan and 2025
Annual Action Plan for the County and partner entitlement jurisdictions. Significant community
engagement is planned as part of the Consolidated Plan and Annual Action Plan process,
however. There is already a public engagement website that is live and managed by the
County.1
ENVIRONMENTAL REVIEW
This item is not considered a project under the California Environmental Quality Act (CEQA).
ATTACHMENTS
Attachment A: County Contract Scope of Services
Attachment B: County Contract Budget and Palo Alto Cost Breakdown
Attachment C: Revenue Agreement Between the County of Santa Clara and the City of Palo Alto
for 2025-2030 Consolidated Plan
APPROVED BY:
Jonathan Lait, Planning and Development Services Director
1 Please visit https://www.letstalkhousingscc.org/con-plan.
Attachment A: Root Policy Research, Inc
ATTACHMENT A
SECTION V: CONTRACT SPECIFICS
A. Scope of Service
Root Policy ResearchϠϙIIJèϟϙϼЊ ĺIJťŘÍèťĺŘЋϽϙŜēÍīīϙŕôŘċĺŘıϙÍīīϙťÍŜħŜϙĖîôIJťĖƱôîϙĺIJϙÍæīôϙ͐ϙċĺŘ the Cities
of Cupertino, Gilroy, Milpitas, Mountain View, Palo Alto, Santa Clara, Sunnyvale, and the Santa
īÍŘÍϙŘæÍIJϙ ĺŪIJťƅϠϙſēĖèēϙĖŜϙèĺıŕĺŜôîϙĺċϙťēôϙ ĖťĖôŜϙĺċϙ ÍıŕæôīīϠϙ[ĺŜϙīťĺŜϠϙ[ĺŜϙīťĺŜ FĖīīŜϠϙ[ĺŜϙ
Gatos, Monte Sereno, Morgan Hill, Saratoga, and the Unincorporated Area (collectively,
“Participating Jurisdictions,” and each a “Participating Jurisdiction”). Table 1 task
deliverables related to the 2025-2030 Consolidated Plan (“Consolidated Plan”) and Year-1
Action Plan are described in the sections below.
ĺIJťŘÍèťĺŘϙŜēÍīīϙŕôŘċĺŘıϙÍīīϙťÍŜħŜϙŕŪŘŜŪÍIJťϙťĺϙťēôϙťĖıôϙċŘÍıôϼŜϽϙŜŕôèĖƱôîϙĖIJϙťēôϙЊ"ôīĖŽôŘÍæīôŜϠ
aĖīôŜťĺIJôŜϙÍIJîϙĖıôīĖIJôϙċĺŘϙôŘċĺŘıÍIJèôЋϙŜôèťĖĺIJϟϙIIJϙŕôŘċĺŘıĖIJČϙÍīīϙťÍŜħŜϠϙ ĺIJťŘÍèťĺŘϙŜēÍīī
èĺīīÍæĺŘÍťôϙſĖťēϙťēôϙÍŘťĖèĖŕÍťĖIJČ Jurisdictions, and the Participating Jurisdictions’ ŜŪæ-committee
(“Working Group” made up of at least one individual from each Participating Jurisdiction).
Contractor ŜēÍīīϙôIJèĺŪŘÍČôϙŘĺæŪŜťϙèĺııŪIJĖťƅϙôIJČÍČôıôIJťϠϙôŜťÍæīĖŜēϙÍϙŪIJĖƱôîϙŽĖŜĖĺIJϙċĺŘϙŘôČĖĺIJÍīϙ
activities, and ensure that the Consolidated Plan complements and is consistent with the Housing
(īôıôIJťϙſĺŘħϙîĺIJôϙæƅϙôÍèēϙĺċϙťēôϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜ. Contractor shall ensure that the
ĺIJŜĺīĖîÍťôîϙīÍIJϙèĺıŕīĖôŜϙſĖťēϙIJĖťôîϙťÍťôŜϙ"ôŕÍŘťıôIJťϙĺċϙFĺŪŜĖIJČϙÍIJî ŘæÍIJϙ"ôŽôīĺŕıôIJťϙ
ϼЊF"ЋϽϙrequirements.
Task 1 – Project Initiation, Community Engagement, and Project Coordination
ĺIJťŘÍèťĺŘϙŜēÍīīϙŕÍŘťĖèĖŕÍťôϙĖIJϙŕŘĺĤôèťϙĖIJĖťĖÍťĖĺIJϯħĖèħĺƯϙıôôťĖIJČŜϙťĺϙĖIJťŘĺîŪèôϙÍIJîϙĖîôIJťĖċƅ
ıôıæôŘŜϙĺċϙ ĺIJťŘÍèťĺŘЍŜϙťôÍıϙſĖťēϙſēĺıϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙſĖīīϙſĺŘħϙťēŘĺŪČēĺŪťϙťēô
ĺIJŜĺīĖîÍťôîϙīÍIJϙŕŘĺèôŜŜϟϙēŘĺŪČēϙŕŘĺĤôèťϙĖIJĖťĖÍťĖĺIJϯħĖèħĺƯϠϙ ĺIJťŘÍèťĺŘϙŜēÍīīϙŘôŽĖôſϙťēô
contract, work plan, and timeline; discuss the process for community engagement activities; and
ŘôŽĖôſϙēĺſϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙſĖīīϙèĺIJťŘĖæŪťôϙťĺϙťēôϙ ĺIJŜĺīĖîÍťôîϙīÍIJϟ
"ŪŘĖIJČϙťēôϙŕŘĺĤôèťϙĖIJĖťĖÍťĖĺIJϙŕēÍŜôϠϙ ĺIJťŘÍèťĺŘϙŜēÍīīϙÍīŜĺϙîôŽôīĺŕϙÍϙèĺııŪIJĖťƅϙĺŪťŘôÍèēϙÍIJî
engagement strategy to encourage citizen and community participation and consultation
ťēŘĺŪČēĺŪťϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙÍIJîϙŜŪæıĖťϙťēĖŜϙŜťŘÍťôČƅϙťĺϙťēôϙ®ĺŘħĖIJČϙ@ŘĺŪŕϙċĺŘϙÍŕŕŘĺŽÍī
at least two weeks prior to holding community forums. Contractor’s community outreach and
engagement strategy shall include planning and conducting community meetings, incorporating
ŜĺèĖÍīϙıôîĖÍϙťĺϙċÍèĖīĖťÍťôϙıôôťĖIJČϙIJĺťĖƱèÍťĖĺIJŜϠϙŕŘĺŽĖîĖIJČϙıÍŘħôťĖIJČϙƲƅôŘϙċĺŘϙŜĺèĖÍīϙıôîĖÍϙŜĖťôŜϠ
ÍIJîϙîĖŜťŘĖæŪťĖIJČϙÍīīϙIJôèôŜŜÍŘƅϙıôôťĖIJČϙıÍťôŘĖÍīŜϟϙ ĺIJťŘÍèťĺŘЍŜϙèĺııŪIJĖťƅϙĺŪťŘôÍèēϙÍIJî
ôIJČÍČôıôIJťϙŜťŘÍťôČƅϙŜēÍīīϙĖIJèīŪîôϙĖIJϙŕôŘŜĺIJϙıôôťĖIJČŜϙÍIJîϙŜĺèĖÍīϙıôîĖÍϙÍIJîϙæŪĖīîϙĺIJϙÍŘťĖèĖŕÍťĖIJČ
VŪŘĖŜîĖèťĖĺIJŜЍϙ ĖťĖƏôIJϯ ĺııŪIJĖťƅϙÍŘťĖèĖŕÍťĖĺIJϙīÍIJŜϙťĺϙôIJèĺŪŘÍČôϙŘĺæŪŜťϙèĺııŪIJĖťƅ
ŕÍŘťĖèĖŕÍťĖĺIJϟϙ ĺIJťŘÍèťĺŘЍŜϙèĺııŪIJĖťƅϙôIJČÍČôıôIJťϙôŽôIJťŜϙŜēÍīīϙæôϙŕīÍIJIJôîϙŜĺϙťēÍťϙťēôƅϙÍŘô
ÍèèôŜŜĖæīôϙťĺϙîĖŜÍæīôîϙŕôŘŜĺIJŜϙÍIJîϙÍèèĺııĺîÍťôϙÍîîĖťĖĺIJÍīϙťĖıôϙċĺŘϙ[ĖıĖťôîϙ(IJČīĖŜēϙŕŘĺƱèĖôIJť
persons. Contractor shall plan and facilitate the following outreach and community engagement
activities for Participating Jurisdictions, which shalīϙæôϙŜŕôèĖƱôîϙĖIJϙťēôĖŘϙèĺııŪIJĖťƅϙĺŪťŘôÍèēϙÍIJî
ôIJČÍČôıôIJťϙŜťŘÍťôČƅϙÍIJîϙÍŕŕŘĺŽôîϙæƅϙťēôϙ®ĺŘħĖIJČϙ@ŘĺŪŕϠϙťĺϙĺæťÍĖIJϙĖIJŕŪťϙċŘĺıϙÍϙèŘĺŜŜ-section of
the community:
A. Stakeholder Consultation Meetings and Focus Groups. ĖƄϙϼ͕ϽϙťĺϙťôIJϙϼ͐͏ϽϙŕŪæīĖèϙ
outreach meetings that ÍŘôϙĺŕôIJϙťĺϙÍīīϙèĺııŪIJĖťƅϙŜťÍħôēĺīîôŘŜϟϙēôŜôϙıôôťĖIJČŜϙŜēÍīīϙ
consist of approximately ͑͏ϙŪIJĖŗŪôϙŜťÍħôēĺīîôŘŜϙŕôŘϙıôôťĖIJČϟϙēôϙÍŘťĖèĖŕÍťĖIJČϙ
Jurisdictions may decide to hold location-æÍŜôîϙıôôťĖIJČŜϠϙĺŘϙÍīťôŘIJÍťôīƅϠϙťĺϙēĺīîϙıôôťĖIJČŜϙ
æÍŜôîϙĺIJ ŜŕôèĖƱèϙŜôŘŽĖèôϙIJôôîŜϟ Stakeholder may include: community-æÍŜôîϙ
Attachment A: Root Policy Research, Inc
ATTACHMENT A
SECTION V: CONTRACT SPECIFICS
organizations, social service agencies, faith-æÍŜôî organizations, local fair housing
ĺŘČÍIJĖƏÍťĖĺIJŜϠϙôıŕīĺƅıôIJťϙÍČôIJèĖôŜϠϙĤĺæ-training organizations, youth and senior
ĺŘČÍIJĖƏÍťĖĺIJŜϠϙ"ϙÍîŽĺèÍèƅϙČŘĺŪŕŜϠϙîĺıôŜťĖèϙŽĖĺīôIJèô shelters and service
ĺŘČÍIJĖƏÍťĖĺIJŜϠϙI"SϯFI«ϙēôÍīťēϙŕŘĺŽĖîôŘŜϠϙŕŪæīĖèϯŕŘĖŽÍťôϙēĺŪŜĖIJČ ŕŘĺŽĖîôŘŜϠϙÍƯĺŘîÍæīôϙ
ēĺŪŜĖIJČϙÍîŽĺèÍťôŜϠϙÍƯĺŘîÍæīôϙēĺŪŜĖIJČϙîôŽôīĺŕôŘŜϠϙŘôÍīϙôŜťÍťô agents, Santa Clara County
Housing Authority Resident Advisory Boards, homeless ÍîŽĺèÍťôŜϠϙŜèēĺĺīϙîĖŜťŘĖèťŜϠϙīÍæĺŘϙ
unionsϠϙa ϯ@ϠϙīĺèÍīϙÍIJîϙŘôČĖĺIJÍīϙťŘÍIJŜĖťϙÍČôIJèĖôŜϠ tenant organizations, landlord
organizations, philanthropic organizations, and local community development and
æŪĖīîĖIJČϯŕŪæīĖèϙſĺŘħŜϙîôŕÍŘťıôIJťŜϟ Contractor will develop a Stakeholder Survey to
gather maximized data from these meetings.
B. Regional Community Engagement Virtual Public Workshopsϟϙwo (2) community
engagement ŕŪæīĖèϙıôôťĖIJČŜϙťēÍťϙÍŘôϙŘôČĖĺIJÍīϙŕŪæīĖèϙċĺŘŪıŜϙťēÍťϙŜēÍīīϙæôϙēôīîϙonline.
ēôŜôϙıôôťĖIJČŜϙŜēÍīīϙĖIJèīŪîôϙÍϙdrop-in format with interactive engagement æŘôÍħĺŪťϙ
rooms ťēÍťϙèŘôÍťôϙĺŕŕĺŘťŪIJĖťĖôŜϙċĺŘϙèĺııŪIJĖťƅϙıôıæôŘŜϙťĺϙŜēÍŘôϙŕôŘŜĺIJÍīϙŜťĺŘĖôŜϢϙ
ŜŪČČôŜťϙĖîôÍŜϙċĺŘϙŜťŘôIJČťēôIJĖIJČϙIJôĖČēæĺŘēĺĺîŜϙÍIJîϙŕŘĖĺŘĖťĖƏôϙèĺııŪIJĖťƅϙIJôôîŜϢϙÍIJîϙ
review Consolidated Plan data and maps. Meetings will have access in three languages,
(IJČīĖŜēϙÍIJîϙŕÍIJĖŜēϠϙŕīŪŜϙÍIJϙÍîîĖťĖĺIJÍīϙīÍIJČŪÍČôϙèēĺŜôIJϙæƅϙŕÍŘťĖèĖŕÍťĖIJČϙĤŪŘĖŜîĖèťĖĺIJŜϟϙ
C. Pop-up Events or Community Focused Meetings. Four (4) to six (6) èĺııŪIJĖťƅϙıôıæôŘϙ
engagement eventsϠϙîôèĖîôîϙĺIJϙæƅϙťēôϙjurisdictions, located at farmer’s markets, free
community fairs, regular community meetings, or other community activities with
ŜĖČIJĖƱèÍIJťϙċĺĺťϙťŘÍƯĖèϙîôŜĖČIJôîϙťĺϙĺƯôŘϙĺŕŕĺŘťŪIJĖťĖôŜϙċĺŘϙŕôĺŕīôϙťĺϙƱīī-out the resident
ŜŪŘŽôƅϠϙŜēÍŘôϙēĺŪŜĖIJČϙŜťĺŘĖôŜϠϙŘôŜŕĺIJîϙťĺϙıÍŕŜϙÍIJîϙîÍťÍϠϙÍIJîϯĺŘϙîĖŜèŪŜŜϙIJôĖČēæĺŘēĺĺîϙ
housing issues. Participating Jurisdictions may opt for a pop-up event or if a Participating
Jurisdiction conducts their own pop-up events Contractor shall email an electronic
version of the focus group materials (e.g., maps, discussion guide, and survey) to Working
Group for copying and displaying at events. Jurisdictions currently requesting “pop-up”
events are the County of Santa Clara, Gilroy, Mountain View, and Sunnyvale.
D. Community Engagement Survey. "ôŽôīĺŕϙÍIJîϙÍîıĖIJĖŜťôŘϙÍIJϙĺIJīĖIJôϙŜŪŘŽôƅϙÍIJîϙŕÍŕôŘϙ
survey in English and professionally translated into two (2ϽϙĺťēôŘϙīÍIJČŪÍČôŜϙťĺϙæôϙŜôīôèťôîϙ
æƅϙťēôϙ®ĺŘħĖIJČϙ@ŘĺŪŕϙťĺϙĖîôIJťĖċƅϙÍIJîϙŕŘĖĺŘĖťĖƏôϙŘôČĖĺIJÍīϙIJôôîŜϟϙ ĺIJťŘÍèťĺŘϙŜēÍīīϙēôīŕϙČŪĖîôϙ
ÍIJîϙîĖŘôèťϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙĖIJϙıÍħĖIJČϙÍIJϙôƯĺŘťϙťĺϙŘôÍèēϙťēôϙťÍŘČôťϙŕĺŕŪīÍťĖĺIJŜϠϙ
such as ŕôŘŜĺIJŜϙſĖťēϙîĖŜÍæĖīĖťĖôŜϠϙŜôIJĖĺŘŜϠϙŘÍèĖÍīϙÍIJîϙôťēIJĖèϙıĖIJĺŘĖťĖôŜϠ people
experiencing homelessness, and other targeted populations. Contractor shall create and
provide community engagement marketing materials and work with Participating
VŪŘĖŜîĖèťĖĺIJŜϙťĺϙēÍŽôϙıÍťôŘĖÍīŜϙŕĺŜťôîϙĺIJϙťēôĖŘϙſôæŜĖťôŜϠϙŜĺèĖÍīϙıôîĖÍϠϙÍIJîϙŘôīôŽÍIJťϙôıÍĖīϙ
îĖŜťŘĖæŪťĖĺIJϙīĖŜťŜϟϙϙīĖıĖťôîϙIJŪıæôŘϙĺċϙŕÍŕôŘϙŜŪŘŽôƅŜϙŜēÍīīϙæôϙîĖŜťŘĖæŪťôîϙťēŘĺŪČēϙÍîŽĺèÍèƅϙ
networks and to Santa Clara County
Housing Authority residents, voucher holders, and rental associations as agreed upon
with Contractor. Contractor shall assist in promoting the online survey.
E. Social Media OutreachϟϙŘĺŽĖîôϙÍϙıÍŘħôťĖIJČϙŜťŘÍťôČƅϠϙťĺĺīŜϠϙÍIJîϙıÍťôŘĖÍīŜϙťĺϙæŘĺÍîèÍŜť
IJôſŜϙĺċϙťēôϙÍæĺŽôϙŕŪæīĖèϙŕÍŘťĖèĖŕÍťĖĺIJϙÍèťĖŽĖťĖôŜϠϙÍIJîϙĖIJċĺŘıÍťĖĺIJϙÍæĺŪťϙēĺſϙÍIJîϙſēôŘô to
ŕÍŘťĖèĖŕÍťôϠϙťēŘĺŪČēϙıŪīťĖŕīôϙŜĺèĖÍīϙıôîĖÍϙèēÍIJIJôīŜϙŜŪèēϙÍϙbôƄť"ĺĺŘϠϙ>ÍèôæĺĺħϠϙÍIJî
Attachment A: Root Policy Research, Inc
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SECTION V: CONTRACT SPECIFICS
[ôťЍŜϙÍīħϙFĺŪŜĖIJČϙ with the assistance of Participating Jurisdictions. ēôϙ[ôťЍŜϙÍīħϙ
FĺŪŜĖIJČϙſôæŜĖťôϙſĖīīϙæôϙŪŕîÍťôîϙťĺϙċĺèŪŜϙĺIJϙťēôϙ ĺIJŜĺīĖîÍťôîϙīÍIJϙÍIJîϙĖťŜϙŜĖČIJĖƱèÍIJèôϙťĺϙ
the community.
F. Summary Report. ĺIJťŘÍèťĺŘϙŜēÍīīϙŜŪııÍŘĖƏôϙôƯĺŘťŜϙıÍîôϙťĺϙĖIJŽĺīŽôϙťēôϙŕŪæīĖèϙĖIJϙťēôϙ
preparation of the Consolidated Plan. Contractor shall collect some of this information
ċŘĺıϙťēôϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙæÍŜôîϙĺIJϙťēôϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜЍϙôƯĺŘťŜϟϙ
Contractor’ŜϙŜŪııÍŘƅϙĺċϙôƯĺŘťŜϙıÍîôϙťĺϙĖIJŽĺīŽôϙťēôϙŕŪæīĖèϙŜēÍīīϙĖIJèīŪîôϙÍīīϙŕŪæīĖèϙ
èĺııôIJťϙŘôèôĖŽôîϙÍIJîϙŘôŜŕĺIJŜôŜϙťĺϙŕŪæīĖèϙèĺııôIJťϟϙ ĺIJťŘÍèťĺŘϙŜēÍīīϙĖIJèīŪîôϙ
îĺèŪıôIJťÍťĖĺIJϙĺċϙŕŪæīĖèϙŕÍŘťĖèĖŕÍťĖĺIJϙĖIJϙťēôϙÍŕŕôIJîĖƄϙĺċϙťēôϙÍîıĖIJĖŜťŘÍťĖŽôϙîŘÍċťϙĺċϙťēôϙ
Consolidated Plan.
ĺIJťŘÍèťĺŘϙŜēÍīīϙôIJČÍČôϙĖIJϙŕŘĺĤôèťϙèĺĺŘîĖIJÍťĖĺIJϙæƅϙattending monthly meetings with the Working
Group to discuss and oversee all stages of the project. Contractor shall also prepare regular
written updates for Participating Jurisdictions, including meeting minutes, progress reports, and
updates to the project schedule.
Deliverables: Participate in project initiation; develop a community outreach engagement
strategy plan and facilitate Stakeholder Consultation Meetings, Regional Community Engagement
ŪæīĖèϙWorkshops, and Pop-up Events; develop and administer a multilingual (3 languages)
community survey; develop a social media marketing strategy, tools, and materials for those
ŕŪæīĖèϙŕÍŘťĖèĖŕÍťĖĺIJϙÍèťĖŽĖťĖôŜ îôŜèŘĖæôîϙÍæĺŽôϢϙŜŪııÍŘĖƏôϙôƯĺŘťŜϙťĺϙĖIJŽĺīŽôϙŕŪæīĖèϙĖIJϙ
Consolidated Plan preparation; and engage in project coordination. Provide translation and
interpretation for surveys, workshops, pop-up events, and stakeholder consultations as needed.
Task 2 – Data Compilation/Cross-Tabulation
Task 2.1 – Data Collection
ĺIJťŘÍèťĺŘϙŜēÍīīϙÍŜŜôıæīôϙťēôϙîÍťÍϙIJôèôŜŜÍŘƅϙťĺϙèĺıŕīôťôϙťēôϙFĺŪŜĖIJČϙÍIJîϙFĺıôīôŜŜϙbôôîŜ
ŜŜôŜŜıôIJťϙϼЊbôôîŜϙŜŜôŜŜıôIJťЋϽϙťēŘĺŪČēϙÍϙIJŪıæôŘϙĺċϙıôťēĺîŜϟϙēôŜôϙĖIJèīŪîôϙîÍťÍϙťēŘĺŪČē
F"ЍŜϙô ĺIJϙīÍIJIJĖIJČϙŪĖťôϠϙÍIJîϙŜŪŕŕīôıôIJťÍŘƅϙîÍťÍϙŜĺŪŘèôŜϠϙīĖħôϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜЍ
Housing Elements, the Homeless Point-in-Ėıôϙ ĺŪIJťϠ the Community Plan to End
Homelessness Progress Report, and data from agencies that serve seniors and special needs
populations. Contractor shall use these data sources in conjunction with the most current
American Community Survey (“ACS”) data, F" ĺıŕŘôēôIJŜĖŽôϙFĺŪŜĖIJČϙƯĺŘîÍæĖīĖťƅϙťŘÍťôČƅϙ
ϼЊ FЋϽϙ"ÍťÍϠϙÍIJîϙŜĖıĖīÍŘϙŘôīĖÍæīôϙsecondary data sources ťĺϙƲôŜēϙĺŪťϙČÍŕŜϟϙ ĺIJťŘÍèťĺŘϙŜēÍīī
ŘôÍèēϙĺŪťϙťĺϙèĺııŪIJĖťƅϙŕÍŘťIJôŘŜϠϙŜôŘŽĖèôϙŕŘĺŽĖîôŘŜϠϙÍIJîϙĺťēôŘϙŕŪæīĖèϙÍIJîϙIJĺIJŕŘĺƱťϙĺŘČÍIJĖƏÍťĖĺIJŜ
to collect additional data necessary to complete the Needs Assessment.
DeliverablesϡϙŜŜôıæīôϙIJôèôŜŜÍŘƅϙîÍťÍϠϙťēŘĺŪČēϙF"ϙÍIJîϙťēŘĺŪČēϙŜŪŕŕīôıôIJťÍŘƅϙŜĺŪŘèôŜϠ
Ʋesh out gaps in data, and engage a variety of providers and community partners to complete the
Needs Assessment.
Task 2.2 – Regional Housing Market Evaluation
Contractor shall prepare a Regional (countywide) Housing Market Analysis for Participating
Jurisdictions that èĺıŕīĖôŜϙſĖťēϙĖťīôϙ͓͑ϠϙôèťĖĺIJϙ͐͘ϟ͑͐͏ϼÍϽ-(d) of the Code of Federal Regulations
and other ÍŕŕīĖèÍæīôϙF"ϙČŪĖîôīĖIJôŜϟϙēĖŜϙÍIJÍīƅŜĖŜϙŜēÍīīϙĖIJèīŪîôϙæĺťēϙŘôIJťÍīϙÍIJîϙĺſIJôŘŜēĖŕϙ
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SECTION V: CONTRACT SPECIFICS
information on ēĺŪŜĖIJČϙèĺIJîĖťĖĺIJϠϙÍČôϙĺċϙŪIJĖťŜϠϙŽÍèÍIJèƅϙŘÍťôŜϠϙēĺŪŜĖIJČϙèĺŜťϙæŪŘîôIJŜϠϙÍIJÍīƅŜĖŜϙĺċϙ
ĤĺæŜ-housing æÍīÍIJèôϙĖIJϙťēôϙŘôČĖĺIJϠϙÍIJîϙother criteria vital to a thorough understanding of
Participating Jurisdictions’ housing markets. ēôϙŕŘĖıÍŘƅϙŕŪŘŕĺŜôϙĺċϙťēôϙÍIJÍīƅŜĖŜϙĖŜϙťĺϙĖîôIJťĖċƅϙ
èĺŪIJťƅſĖîôϙÍIJîϙŜŕôèĖƱèϙĤŪŘĖŜîĖèťĖĺIJÍīϙIJôôîŜϠϙťĺϙŪIJîôŘŜťÍIJîϙēĺſϙôÍèēϙjurisdiction might have
special needs compared to others. ēôϙôČĖĺIJÍīϙFĺŪŜĖIJČϙaÍŘħôťϙIJÍīƅŜĖŜϙſĖīīϙæôϙĺIJôϙŘôŕĺŘťϠϙ
ÍŕŕôIJîôîϙťĺϙÍīīϙĤŪŘĖŜîĖèťĖĺIJŜЍϙ ĺIJŜĺīĖîÍťôîϙīÍIJŜϙĖIJϙI"Iϟϙ"ÍťÍϙſĖīīϙæôϙŕŘĺŽĖîôîϙċĺŘϙôÍèēϙ
ĤŪŘĖŜîĖèťĖĺIJϙĖIJϙèĺıŕÍŘÍťĖŽôϙČŘÍŕēĖèŜϙÍIJîϙèēÍŘťŜϙÍIJîϙťÍæīôŜϟ
ēôϙôČĖĺIJÍīϙFĺŪŜĖIJČϙaÍŘħôťϙIJÍīƅŜĖŜϙŜēÍīīϙèĺIJŜĖŜťϙĺċϙťēô following:
͐ϽϙFĺŪŜĖIJČϙŘĺƱīô. Assessment shall include: bŪıæôŘϙĺċϙēĺŪŜĖIJČϙŪIJĖťŜϢϙÍČôϙĺċϙŪIJĖťŜϢϙ
vacancy rates; type of housing units.
2) Housing and Homeless Needs Assessment. Assessment shall include:
a) Housing demands of special needs households—elderly and frail elderly,
persons with mental/ŕēƅŜĖèÍīϯîôŽôīĺŕıôIJťÍīϙîĖŜÍæĖīĖťĖôŜϢϙŕôŘŜĺIJŜϙſĖťēϙ
ÍīèĺēĺīϯîŘŪČϙÍîîĖèťĖĺIJϢϙŕôŘŜĺIJŜϙīĖŽĖIJČϙſĖťēϙFI«ϯI"ϢϙŜĖIJČīôϙŕôŘŜĺIJϙ
households; large households; persons experiencing domestic violence.
æϽ Analysis/provision of a chart utilizing FϙîÍťÍϙŘôīôÍŜôîϙæƅϙ F"ϢϙÍIJî
c) Racially disaggregated information on families and individuals experiencing
ēĺıôīôŜŜIJôŜŜϠϙĺæťÍĖIJôîϙċŘĺıϙŜĺŪŘèôŜϙīĖħôϙťēôϙ͑͏23 Homeless Census Point
in Ėıô Count, the Homeless Census & Survey Comprehensive Report,
F"ЍŜϙ ϙĺċϙ ϙôŗŪĖťƅϙťĺĺīϢϙand Homeless Management Information System
(“HMIS”)-æÍŜôîϙîÍťÍϟ
3) ƯĺŘîÍæĖīĖťƅϙIJÍīƅŜĖŜϟϙēĖŜϙÍIJÍīƅŜĖŜϙŜēÍīīϙĖIJèīŪîôϡ
a) ŪııÍŘƅϙĺċϙèŪŘŘôIJťϙıÍŘħôťϙŘôIJťŜϙċĺŘϙôÍèēϙŜŪæıÍŘħôťϙÍŜϙÍŽÍĖīÍæīôϙſĖťēϙ ĺ-
star data and how market rents have changed compared to California, and
îĖƯôŘϙċŘĺıϙfederal FMR and HOME rents, since the previous Consolidated
Plan was adopted;
æϽ ÍīèŪīÍťĖĺIJϙĺċϙťēôϙÍƯĺŘîÍæĖīĖťƅϙČÍŕϠϙŘôŕŘôŜôIJťôîϙæƅϙťēôϙîĖƯôŘôIJèôϙæôťſôôIJϙ
the market rental and ownership costs in each Participating Jurisdiction
respective to ťēôϙēĺŪŜĖIJČϙèĺŜťŜϙÍƯĺŘîÍæīôϙťĺϙťēôϙċĺīīĺſĖIJČϙĖIJèĺıôϙèÍťôČĺŘĖôŜϡϙ
extremely low, low, ŽôŘƅϙīĺſϠϙıĺîôŘÍťôϠϙÍIJîϙÍæĺŽôϙıĺîôŘÍťôϢ
c) ÍīèŪīÍťĖĺIJϙĺċϙťēôϙèēÍIJČôϙĖIJϙîôƱIJĖťĖĺIJ/income thresholds of Area Median
IIJèĺıôϙϼЊaIЋϽϙæôťſôôIJ ͑͏͓͐ ÍIJîϙ͑͏24 and the IJŪıæôŘϙĺċϙhouseholds that
èĺıŕŘĖŜôϙîĖƯôŘôIJť AMI categories ϼĖϟôϟϠϙēĺŪŜôēĺīîŜϙċÍīīĖIJČϙċŘĺıϙ«ôŘƅϙ[ĺſϙ
IIJèĺıôϙťĺϙ(ƄťŘôıôīƅϙ[ĺſ IIJèĺıôϙæÍŜôîϙĺIJϙèēÍIJČôϙĖIJϙaIϙîôƱIJĖťĖĺIJŜϽϢ and
d) ŘĺĤôèťĖĺIJŜϙĺċϙċŪťŪŘôϙēĺŪŜôēĺīîϙĖIJèĺıôϙČŘĺſťēϙÍIJîϙÍƯĺŘîÍæĖīĖťƅϙČÍŕŜϙϼĖċϙ
ÍŕŕīĖèÍæīôϽ ċĺŘϙťēôϙƱŽô-ƅôÍŘϙ͑͏͑5-͒͏ Consolidated Plan period.
Deliverables: Preparation of a Regional Housing Market Analysis for Participating Jurisdictions
ťēÍťϙèĺıŕīĖôŜϙſĖťēϙĖťīôϙ͓͑ϠϙôèťĖĺIJϙ͐͘ϟ͑͐͏ϼÍϽ-(d) of the Code of Federal Regulations and other
ÍŕŕīĖèÍæīôϙF"ϙČŪĖîôīĖIJôŜϟϙIJÍīƅŜĖŜϙŜēÍīīϙĖIJèīŪîôϙÍIJϙÍŜŜôŜŜıôIJťϙĺċϙIJôôîŜϙĺċϙŜŕôèĖƱôî
ēĺŪŜôēĺīîŜϠϙŜŪèēϙÍŜϙťēĺŜôϙôƄŕôŘĖôIJèĖIJČϙēĺıôīôŜŜIJôŜŜϙŪŜĖIJČϙĖIJċĺŘıÍťĖĺIJϙÍŽÍĖīÍæīôϙťēŘĺŪČēϙīĺèÍī
ŜĺŪŘèôŜϙīĖħôϙťēôϙ͑͏23 FĺıôīôŜŜIJôŜŜϙ ôIJŜŪŜϙĺĖIJťϙĖIJϙĖıôϙ ĺŪIJťϙÍIJîϙFaIϟϙIťϙŜēÍīīϙÍīŜĺϙĖIJèīŪîô
ÍIJϙÍƯĺŘîÍæĖīĖťƅϙÍIJÍīƅŜĖŜϙťēÍťϙťÍħôŜϙĖIJťĺϙÍèèĺŪIJťϙèēÍIJČôŜϙĖIJϙťēôϙaIϟ
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SECTION V: CONTRACT SPECIFICS
Task 2.3 – Mapping and Analysis
Contractor shall collect information regarding community characteristics from each Participating
Jurisdiction, including: regional maps the jurisdictions have prepared in Housing Elements and
ŜĖıĖīÍŘϙŜťŪîĖôŜϟϙēôŜôϙĖIJèīŪîô analyses of development opportunity or priority areas,
ŘĖĺŘĖťƅϙ"ôŽôīĺŕıôIJťϙŘôÍŜϙϼĖîôIJťĖƱôîϙÍŘôÍŜϙĖIJϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙſĖťēϙèÍŕÍèĖťƅϙÍIJî
îôıÍIJîϙċĺŘϙċĺèŪŜôîϙČŘĺſťēϙĖIJϙŕĺŕŪīÍťĖĺIJϙÍIJîϙĖIJċŘÍŜťŘŪèťŪŘôϽϠϙĖIJƱīīϠϙŕŘĺƄĖıĖťƅϙťĺϙťŘÍIJŜĖťϠϙŜôŘŽĖèôŜϠ
ÍıôIJĖťĖôŜϠϙÍIJîϙĺťēôŘϙĖIJċŘÍŜťŘŪèťŪŘôϙťēÍťϙıÍƅϙæôϙĺæťÍĖIJôîϙťēŘĺŪČēϙťēôĖŘϙŘôèôIJťīƅϙŪŕîÍťôîϙFĺŪŜĖIJČ
Elements. Additionally, Contractor shall collect, process, and analyze racially disaggregated
socioeconomic data, and then integrate the data into an illustrative map to identify all target areas
within the County’s Participating Jurisdictions ϼċĺŘϙôƄÍıŕīôϠϙıÍŕŜϙĺċϙŘÍèôϙÍIJîϙôťēIJĖèĖťƅϙÍťϙîĖƯôŘôIJťϙ
income thresholds for each jurisdiction and the region overall).
Participating Jurisdictions shall provide their General Plan Housing Elements that were updated
ċĺŘϙťēôϙŕôŘĖĺîϙĺċϙ͑͏23-͑͏3͐ to Contractor, which include standards and goals for housing unit
ŕŘĺîŪèťĖĺIJϙċĺŘϙŽÍŘĖĺŪŜϙĖIJèĺıôϙīôŽôīŜϠϙÍIJîϙÍŽÍĖīÍæīôϙēĺŪŜĖIJČϙŜĖťôϙĖIJŽôIJťĺŘĖôŜϟϙ ĺIJťŘÍèťĺŘϙŜēÍīī
request this information from Participating Jurisdictions, if the Contractor has not received it, and
shall include it in Contractor’s analysis.
Deliverables: Collect data and information from a variety of sources regarding community
characteristics for each Participating Jurisdiction, including that contained in Housing Elements
ÍIJîϙÍŽÍĖīÍæīôϙēĺŪŜĖIJČϙŜĖťôϙĖIJŽôIJťĺŘĖôŜϢϙÍIJÍīƅƏôϙÍIJîϙĖIJťôČŘÍťôϙîÍťÍϙÍIJîϙĖIJċĺŘıÍťĖĺIJϢϙÍIJîϙèŘôÍťôϙÍIJ
ĖīīŪŜťŘÍťĖŽôϙıÍŕϙťēÍťϙĖîôIJťĖƱôŜϙÍīīϙťÍŘČôťϙÍŘôÍŜϙĖIJϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϟ
Task 3 – Goals/Visioning
Task 3.1
Contractor shall prepare ÍIJîϙŜŪæıĖťϙťēôĖŘϙŕŘĺŕĺŜôîϙĺŪťīĖIJôϙĺċϙťēôϙċĺŘıÍťϙċĺŘ conducting the
community forums to the Work Group. Contractor ſĖīīϙÍīŜĺϙēĺīîϙÍIJϙĖIJĖťĖÍīϙıôôťĖIJČϙſĖťēϙŜťÍƯϙĺċϙ
(IJťĖťīôıôIJťϙVŪŘĖŜîĖèťĖĺIJŜϙťĺϙŘôŽĖôſϙÍIJîϙƱIJÍīĖƏôϙèĺııŪIJĖťƅϙŕÍŘťĖèĖŕÍťĖĺIJϙŕīÍIJIJĖIJČϠϙ
which will include community forums and workshops.
Deliverables: At least 4 weeks prior to holding community forums, Contractor shall prepare and
ƱIJÍīĖƏô a detailed Community Engagement Plan, including community workshops and forums.
aôôťϙſĖťēϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙċĺŘϙċôôîæÍèħϙĺIJϙťēôϙŕÍŘťĖèĖŕÍťĖĺIJϙŕīÍIJϠϙŪŕîÍťĖIJČϙťēôϙƱIJÍīϙŕīÍIJϙ
ÍċťôŘϙċôôîæÍèħϙĖŜϙŘôèôĖŽôîϟϙ
Task 3.2
Contractor shall draft the Goals and Visioning Summary that will provide community development
priorities and ıŪīťĖƅôÍŘϙČĺÍīŜϙæÍŜôîϙĺIJϙĖťŜϙÍŜŜôŜŜıôIJťϙĺċϙēĺŪŜĖIJČϙÍIJîϙcommunity development
needs, analysis ĺċϙēĺŪŜĖIJČϙÍIJîϙôèĺIJĺıĖèϙıÍŘħôťϙèĺIJîĖťĖĺIJŜϠϙîÍťÍϠϙÍIJîϙÍŽÍĖīÍæīôϙŘôŜĺŪŘèôŜϠϙÍIJîϙ
input received ťēŘĺŪČēϙèĺııŪIJĖťƅϙôIJČÍČôıôIJťϟϙċťôŘϙťēôϙîŘÍċťϙČĺÍīŜϯŽĖŜĖĺIJĖIJČϙēÍŽôϙæôôIJϙČÍťēôŘôîϙ
and prepared, Contractor shall prepare and include the Goals and Visioning Summary in the
ÍîıĖIJĖŜťŘÍťĖŽôϙîŘÍċťϙĺċϙťēôϙ ĺIJŜĺīĖîÍťôîϙīÍIJϙÍIJîϙŕŘĺŽĖîôϙĖťϙťĺϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙæƅ
>ôæŘŪÍŘƅ ͔͐Ϡϙ͑͏͑5.
Deliverables: Prepare and include the Goals and Visioning Summary in the administrative draft
Attachment A: Root Policy Research, Inc
ATTACHMENT A
SECTION V: CONTRACT SPECIFICS
ĺċϙťēôϙ ĺIJŜĺīĖîÍťôîϙīÍIJϠϙÍIJîϙŕŘĺŽĖîôϙťēôϙÍîıĖIJĖŜťŘÍťĖŽôϙîŘÍċťϙťĺϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙæƅ
>ôæŘŪÍŘƅ ͔͐Ϡϙ͑͏͑5. *Jurisdictions requiring an earlier draft will coordinate with the Contractor on
timing.
Task 4 – Housing and Community Needs Assessment
Contractor shall complete the Housing and Community Needs Assessment, which includes the
ċĺīīĺſĖIJČϙĖťôıŜϠϙÍIJîϙĖIJèĺŘŕĺŘÍťôϙĖťϙĖIJϙťēôϙÍîıĖIJĖŜťŘÍťĖŽôϙîŘÍċťϙĺċϙťēôϙ ĺIJŜĺīĖîÍťôîϙīÍIJϙæƅϙ>ôæŘŪÍŘƅ
͔͐Ϡϙ͑͏͑5.
Task 4.1 – Identify and Prioritize Regional Needs
On a regional scale and for each Participating Jurisdiction, Contractor shall include an analysis of
community housing and development needs, including an assessment of existing programs and
resources that serve low-income households and areas and special needs populations.
Contractor ŜēÍīīϙċĺèŪŜϙĺIJϙÍƯĺŘîÍæīôϙēĺŪŜĖIJČϠϙŜŕôèĖÍīϙIJôôîŜϙēĺŪŜĖIJČϠϙèĺııŪIJĖťƅϙÍIJîϙôèĺIJĺıĖèϙ
development, ŕŪæīĖèϙŜôŘŽĖèôŜϠϙċÍèĖīĖťĖôŜϠϙĖIJċŘÍŜťŘŪèťŪŘôϠϙÍIJîϙēĺıôīôŜŜIJôŜŜϙÍIJîϙÍèèôŜŜĖæĖīĖťƅϙ
constraints. Contractor’s analysis shall use input received through the community engagement
ÍIJîϙŕŪæīĖè participation process. ēĖŜϙÍIJÍīƅŜĖŜϙſĖīīϙæôϙèÍŕťŪŘôîϙĖIJϙŘôīôŽÍIJťϙaϙÍIJîϙbϙŜôèťĖĺIJŜϙĺċϙ
the Consolidated Plan (not in a stand-alone section).
Deliverables: Contractor shall analyze the regional and each Participating Jurisdiction’s
èĺııŪIJĖťƅϙēĺŪŜĖIJČϙÍIJîϙîôŽôīĺŕıôIJťϙIJôôîŜϠϙſĖťēϙŕŘĖĺŘĖťĖƏÍťĖĺIJϙĺċϙŘôČĖĺIJÍīϙIJôôîϙċĺŘϙŜŕôèĖƱôî
ēĺŪŜôēĺīîŜϠϙÍŘôÍŜϠϙÍIJîϙŕĺŕŪīÍťĖĺIJŜϠϙŪŜĖIJČϙĖIJŕŪťϙċŘĺıϙîĖƯôŘôIJťϙťƅŕôŜϙĺċϙèĺııŪIJĖťƅϙôIJČÍČôıôIJť
and ŕŪæīĖèϙŕÍŘťĖèĖŕÍťĖĺIJϟ
Task 4.1.2 – Fair Housing Choice Needs
Contractor shall integrate current fair housing analyses into the Consolidated Plan. Contractor’s
analysis will summarize fair housing choice needs in the Housing Element AFFHs, including
potential disparate impacts concerning:
ϼ͐ϽϙŘĺťôèťôîϙèīÍŜŜôŜ
ϼ͑Ͻϙ[ÍIJîϙŪŜôϙŕĺīĖèĖôŜϙÍIJîϙŕŘÍèťĖèôŜ
ϼ͒Ͻϙ[ÍIJČŪÍČôϙæÍŘŘĖôŘŜ
(4) Employment trends
(5) Application requirements
(6) Not In My Backyard (NIMBYism)
(7) Market forces that lead to exclusion/potential for displacement
Contractor’s completion of this task shall include a review of local and regional data to identify
impediments to fair housing choice. Contractor’s completion of this task shall include any
ÍîîĖťĖĺIJÍīϙĖIJċĺŘıÍťĖĺIJϙŘôŗŪĖŘôîϙæƅϙF"ϠϙĖIJèīŪîĖIJČ any update to ťēôϙƱIJÍīϙŘŪīôϙĺIJϙťēôϙAFH, and
ŘôŗŪĖŘôîϙîÍťÍϙŘôċôŘôIJèôîϙæƅϙF"ϠϙÍIJîϙæôϙĖIJèĺŘŕĺŘÍťôîϙĖIJťĺϙťēôϙ ĺIJŜĺīĖîÍťôîϙīÍIJϟ
Deliverables: Contractor shall review all collected local and regional data and analysis of fair
housing choice IJôôîŜϠϙĖIJèīŪîĖIJČϙŕĺťôIJťĖÍīϙîĖŜŕÍŘÍťôϙĖıŕÍèťŜϙæÍŜôîϙĺIJϙĖIJťôIJťϙÍIJîϙôƯôèť as
ĖîôIJťĖƱôîϙĺŘϙŜŪČČôŜťôîϙæƅϙôƄĖŜťĖIJČϙ>>FϙÍIJÍīƅŜĖŜϙĖIJϙĤŪŘĖŜîĖèťĖĺIJϙFĺŪŜĖIJČϙ(īôıôIJťŜ, and utilize
Participating Jurisdictions Housing Element data to integrate AFH data and materials into the
Attachment A: Root Policy Research, Inc
ATTACHMENT A
SECTION V: CONTRACT SPECIFICS
Consolidated Plan. ĺIJťŘÍèťĺŘЍŜϙÍIJÍīƅŜĖŜϙŜēÍīīϙèĺIJŜĖîôŘϙF"ЍŜϙƱnal rule on the AFH and required
îÍťÍϙŘôċôŘôIJèôîϙæƅ F"ϟ
Task 4.2 – Identify and Evaluate Existing Programs, Funding Sources, and Services
Contractor shall provide a detailed assessment of existing programs, funding sources, and
services ťēÍťϙÍŘôϙÍŽÍĖīÍæīôϙſĖťēĖIJϙôÍèēϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJϟϙ ĺIJťŘÍèťĺŘϙŜēÍīīϙèŘôÍťôϙÍϙîôťÍĖīôî
description of the existing resources in the region. Contractor shall map out the current trends and
ťēôϙÍŽÍĖīÍæĖīĖťƅϙĺċϙīĺèÍīϙŘôŜĺŪŘèôŜϙſĖťēĖIJϙťēôϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙÍIJîϙŜŪæŜôŗŪôIJťīƅ
ŘôèĺııôIJîϙťēôϙıĺŜťϙIJôôîôîϙŕŘĺČŘÍıŜϠϙċŪIJîŜϠϙÍIJîϙŜôŘŽĖèôŜϠϙĖIJèīŪîĖIJČϙŕĺťôIJťĖÍīϙèĺīīÍæĺŘÍťĖĺIJŜ
and partnerships among ParticipatiIJČϙVŪŘĖŜîĖèťĖĺIJŜϙťĺϙÍîîŘôŜŜϙîôƱèĖťŜϠϙťĺϙæôϙĖIJèīŪîôîϙſēôIJ
creating the Consolidated Plan’s priority needs and goals. ēôϙÍŜŜôŜŜıôIJťϙſĖīīϙæôϙŜŪııÍŘĖƏôîϙĖIJϙ
the relevant NA, MA, and SP screens within the Consolidated Plan (v. a stand-alone assessment).
Deliverables: Provide a detailed assessment of existing programs, funding sources, and services
ÍŽÍĖīÍæīôϙſĖťēĖIJϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙÍIJîϙŘôèĺııôIJîÍťĖĺIJϙĺċϙťēôϙıĺŜťϙIJôôîôîϙŕŘĺČŘÍıŜϠ
funds, and services.
Task 4.3 – Gather information not provided by Integrated Disbursement and Information
System (“IDIS”) Data
ĺIJťŘÍèťĺŘϙŜēÍīīϙſĺŘħϙſĖťēϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙťĺϙĺæťÍĖIJϙÍŜϙıŪèēϙîÍťÍϙÍŽÍĖīÍæīôϙſēôIJϙťēô
ħĖèħĺƯϙŕŘĺèôŜŜϙæôČĖIJŜϟϙ ĺIJťŘÍèťĺŘϙŜēÍīīϙèĺIJťĖIJŪôϙťĺϙŜĺŪŘèôϙĖIJċĺŘıÍťĖĺIJϙťēŘĺŪČēϙÍϙŽÍŘĖôťƅϙĺċ
means, including through community engagement, and generate Geographic Information System
(“GIS”) data ÍŜϙÍŽÍĖīÍæīôϙċŘĺıϙF "ϠϙF"ϠϙÍIJîϙRequest GIS map data | Geographic Information
Services | County of Santa Clara (santaclaracounty.gov)
DeliverablesϡϙiæťÍĖIJϙîÍťÍϙÍŽÍĖīÍæīôϙÍťϙħĖèħĺƯϠϙèĺIJťĖIJŪôϙťĺϙŜĺŪŘèôϙĖIJċĺŘıÍťĖĺIJϠϙĖIJèīŪîĖIJČϙťēŘĺŪČē
community engagement and generate GIS data.
Task 4.4 – Evaluate Housing Needs and Services
ċťôŘϙèĺıŕīôťĖIJČϙÍIJϙÍIJÍīƅŜĖŜϙĺċϙťēôϙÍŽÍĖīÍæĖīĖťƅϙĺċϙēĺŪŜĖIJČϙÍIJîϙŜôŘŽĖèôŜϙĖIJϙťēôϙŘôČĖĺIJϙèĺıŕÍŘôîϙťĺ
the region’s need for housing and services, Contractor shall provide an evaluation of these needs.
ĺIJťŘÍèťĺŘϙŜēÍīīϙŕīÍèôϙôıŕēÍŜĖŜϙĺIJϙôƄŕīĺŘĖIJČϙæÍŘŘĖôŘŜϙťĺϙŕŘĺŽĖîĖIJČϙÍƯĺŘîÍæīôϙÍIJîϙŜŕôèĖÍīϙIJôôîŜ
housing, access to services, and any deterrents that may impede the development of needed
ŜôŘŽĖèôŜϙÍIJîϙēĺŪŜĖIJČϙĖIJϙťēôϙŘôČĖĺIJϟϙ ĺIJťŘÍèťĺŘЍŜϙôŽÍīŪÍťĖĺIJϙŜēÍīīϙIJĺťôϙîĖƯôŘôIJèôŜϙĖIJϙēĺŪŜĖIJČϙIJôôîŜ
ÍIJîϙŜôŘŽĖèôŜϙæôťſôôIJϙĺŘϙÍıĺIJČϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϟ
Deliverables: Contractor shall evaluate housing needs and services in the region, with a special
ċĺèŪŜϙĺIJϙæÍŘŘĖôŘŜϙťĺϙŕŘĺŽĖîĖIJČϙÍƯĺŘîÍæīôϙÍIJîϙŜŕôèĖÍīϙIJôôîŜϙēĺŪŜĖIJČϙÍIJîϙÍèèôŜŜϙťĺϙŜôŘŽĖèôŜϠϙIJĺťĖIJČ
îĖƯôŘôIJèôŜϙĖIJϙēĺŪŜĖIJČϙIJôôîŜϙÍIJîϙŜôŘŽĖèôŜϙæôťſôôIJϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϟϙēôϙ>ÍĖŘϙFĺŪŜĖIJČ
ēĺĖèôϙbôôîŜϙŜēÍīīϙæôϙĖIJèĺŘŕĺŘÍťôîϙĖIJťĺϙťēôϙÍîıĖIJĖŜťŘÍťĖŽôϙîŘÍċťϙĺċϙťēôϙ ĺIJŜĺīĖîÍťôîϙīÍIJϙæƅ
"ôèôıæôŘϙ͒͐Ϡϙ͑͏͑4.
Task 5 - Preparation of Administrative Draft and Draft Consolidated Plan
Task 5.1 – Administrative Draft 2025-2030 Consolidated Plan
Contractor shall consolidate information from the previous tasks into an administrative draft
ĺIJŜĺīĖîÍťôîϙīÍIJϙÍIJîϙŕŘĺŽĖîôϙĖťϙťĺϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙæƅϙ>ôæŘŪÍŘƅϙ͔͐Ϡϙ͑͏͑5. ēôϙċĺīīĺſĖIJČ
Attachment A: Root Policy Research, Inc
ATTACHMENT A
SECTION V: CONTRACT SPECIFICS
ÍŘôϙťēôϙŘôŗŪĖŘôîϙıĖIJĖıŪıϙèĺIJťôIJťŜϙÍIJîϙĺŘČÍIJĖƏÍťĖĺIJϙĺċϙťēôϙ ĺIJŜĺīĖîÍťôîϙīÍIJϟϙēôϙÍIJťÍϙ īÍŘÍ
ŘæÍIJϙ ĺŪIJťƅϙÍIJîϙťēôϙ ĖťĖôŜϙĺċϙ ŪŕôŘťĖIJĺϠϙ@ĖīŘĺƅϠϙÍIJîϙÍīĺϙīťĺϙèĺıŕŘĖŜôϙÍϙFia(ϙIIJŽôŜťıôIJť
ÍŘťIJôŘŜēĖŕŜϙŘĺČŘÍıϙϼFia(Ͻϙ ĺIJŜĺŘťĖŪıϟϙ®ēôŘôϙÍŕŕīĖèÍæīôϠϙťēôϙFia(ϙ ĺIJŜĺŘťĖŪıϙŜēÍīīϙæô
îôŜèŘĖæôîϙÍIJîϙÍIJÍīƅƏôîϙĖIJϙťēôϙÍîıĖIJĖŜťŘÍťĖŽôϙîŘÍċťϙ ĺIJŜĺīĖîÍťôîϙīÍIJϟϙFia(ϙIIJŽôŜťıôIJťŜ
Partnership, Emergency Solutions Grant (ESG), and Housing Opportunities for Persons with Aids
ϼFi®ϽϙŜôèťĖĺIJŜϙŜēÍīīϙæôϙÍîîôîϠϙÍŜϙIJôèôŜŜÍŘƅϠϙċĺŘϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϡ
ϼ͐ϽϙExecutive Summary
(a) ES-͏͔ϙExecutive Summary
(2) The Process
(a) PR-͏͔ϙ[ôÍîϙЭϙôŜŕĺIJŜĖæīôϙČôIJèĖôŜ
ϼæϽϙ-͐͏ϙ ĺIJŜŪīťÍťĖĺIJ
(c) PR-͔͐ϙ ĖťĖƏôIJϙÍŘťĖèĖŕÍťĖĺIJ
(3) Needs Assessment
(a) NA-͏͔ϙiŽôŘŽĖôſ
ϼæϽϙb-͐͏ϙFĺŪŜĖIJČϙbôôîŜϙŜŜôŜŜıôIJť
(c) NA-͔͐ϙ"ĖŜŕŘĺŕĺŘťĖĺIJÍťôīƅϙ@ŘôÍťôŘϙbôôîϡϙFĺŪŜĖIJČϙŘĺæīôıŜ
(d) NA-͑͏ϙ"ĖŜŕŘĺŕĺŘťĖĺIJÍťôīƅϙ@ŘôÍťôŘϙbôôîϡϙôŽôŘôϙFĺŪŜĖIJČϙŘĺæīôıŜ
(e) NA-͔͑ϙ"ĖŜŕŘĺŕĺŘťĖĺIJÍťôīƅϙ@ŘôÍťôŘϙbôôîϡϙFĺŪŜĖIJČϙ ĺŜťϙŪŘîôIJŜ
(f) NA-͒͏ϙ"ĖŜŕŘĺŕĺŘťĖĺIJÍťôīƅϙ@ŘôÍťôŘϙbôôîϡϙ"ĖŜèŪŜŜĖĺIJ
(g) NA-͔͒ϙŪæīĖèϙFĺŪŜĖIJČ
(h) NA-͓͏ϙFĺıôīôŜŜϙbôôîŜϙŜŜôŜŜıôIJť
(i) NA-45 Non-Homeless Special Needs Assessment
(j) NA-͔͏ϙbĺIJ-FĺŪŜĖIJČϙ ĺııŪIJĖťƅϙ"ôŽôīĺŕıôIJťϙbôôîŜ
(4) Market Analysis
(a) MA-͏͔ϙiŽôŘŽĖôſ
ϼæϽϙa-͐͏ϙbŪıæôŘϙĺċϙFĺŪŜĖIJČϙIJĖťŜ
(c) MA-͔͐ϙ ĺŜťϙĺċϙFĺŪŜĖIJČ
(d) MA-͑͏ϙ ĺIJîĖťĖĺIJϙĺċϙFĺŪŜĖIJČ
(e) MA-͔͑ϙŪæīĖèϙÍIJîϙŜŜĖŜťôîϙFĺŪŜĖIJČ
(f) MA-͒͏ϙFĺıôīôŜŜϙ>ÍèĖīĖťĖôŜϙÍIJîϙôŘŽĖèôŜ
(g) MA-35 Special Needs Facilities and Services
(h) MA-͓͏ϙÍŘŘĖôŘŜϙťĺϙƯĺŘîÍæīôϙFĺŪŜĖIJČ
(i) MA-45 Non-FĺŪŜĖIJČϙ ĺııŪIJĖťƅϙ"ôŽôīĺŕıôIJťϙŜŜôťŜ
(j) MA-͔͏ϙbôôîŜϙÍIJîϙaÍŘħôťϙIJÍīƅŜĖŜϙ"ĖŜèŪŜŜĖĺIJ
(5) Strategic Plan
(a) SP-͏͔ϙiŽôŘŽĖôſ
ϼæϽϙ-͐͏ϙ@ôĺČŘÍŕēĖèϙŘĖĺŘĖťĖôŜ
(c) SP-25 Priority Needs
(d) SP-͒͏ϙIIJƲŪôIJèôϙĺċϙaÍŘħôťϙ ĺIJîĖťĖĺIJŜ
(e) SP-35 Anticipated Resources
(f) SP-͓͏ϙIIJŜťĖťŪťĖĺIJÍīϙ"ôīĖŽôŘƅϙťŘŪèťŪŘô
(g) SP-45 Goals Summary
(h) SP-͔͏ϙŪæīĖèϙFĺŪŜĖIJČϙèèôŜŜĖæĖīĖťƅϙÍIJîϙIIJŽĺīŽôıôIJť
(i) SP-͔͔ϙÍŘŘĖôŘŜϙťĺϙƯĺŘîÍæīôϙFĺŪŜĖIJČ
(j) SP-͕͏ϙFĺıôīôŜŜIJôŜŜϙťŘÍťôČƅ
(k) SP-͕͔ϙ[ôÍî-æÍŜôîϙÍĖIJťϙFÍƏÍŘîŜ
Attachment A: Root Policy Research, Inc
ATTACHMENT A
SECTION V: CONTRACT SPECIFICS
(l) SP-͖͏ϙIJťĖ-Poverty Strategy
(m) SP-͗͏ϙaĺIJĖťĺŘĖIJČ
(6) Action Plan
(a) AP-͔͐ϙ(ƄŕôèťôîϙôŜĺŪŘèôŜ
(7) Annual Goals and Objectives
(a) AP-͑͏ϙIJIJŪÍīϙ@ĺÍīŜϙÍIJîϙiæĤôèťĖŽôŜ
(8) Projects
(a) AP-35 Projects
ϼæϽϙ-͔͏ϙ@ôĺČŘÍŕēĖèϙ"ĖŜťŘĖæŪťĖĺIJ
ϼ͘ϽϙƯĺŘîÍæīôϙFĺŪŜĖIJČ
(a) AP-͔͔ϙƯĺŘîÍæīôϙFĺŪŜĖIJČ
ϼæϽϙ-͕͏ϙŪæīĖèϙFĺŪŜĖIJČ
(c) AP-65 Homeless and Other Special Needs Activities
(d) AP-͖͏ϙFi®ϙ@ĺÍīŜϙϼFi®ϙ@ŘÍIJťôôŜϙiIJīƅϽ
(e) AP-͖͔ϙÍŘŘĖôŘŜϙťĺϙÍƯĺŘîÍæīôϙēĺŪŜĖIJČ
(f) AP-85 Other Actions
ϼ͐͏ϽϙŘĺČŘÍıϙŕôèĖƱèϙôŗŪĖŘôıôIJťŜ
(a) AP-͘͏ϙŘĺČŘÍıϙŕôèĖƱèϙôŗŪĖŘôıôIJťŜ
ĺIJťŘÍèťĺŘϙŜēÍīīϙēĺīîϙÍϙıĖIJĖıŪıϙĺċϙĺIJôϙϼ͐ϽϙĖIJ-person meeting with Participating Jurisdictions to
ĺæťÍĖIJϙċôôîæÍèħϙĺIJϙťēôϙÍîıĖIJĖŜťŘÍťĖŽôϙîŘÍċťϙŕŘĖĺŘϙťĺϙŕŘôŕÍŘĖIJČϙťēôϙîŘÍċťϙ ĺIJŜĺīĖîÍťôîϙīÍIJϙÍIJî
ĺæťÍĖIJϙċôôîæÍèħϙťēŘĺŪČēϙĺťēôŘϙıôÍIJŜϙϼôϟČϟϠϙèĺIJċôŘôIJèôϙèÍīīϠϙôıÍĖīϠϙôťèϟϽϙċŘĺıϙÍŘťĖèĖŕÍťĖIJČ
VŪŘĖŜîĖèťĖĺIJŜϙťēÍťϙÍŘôϙŪIJÍæīôϙťĺϙÍťťôIJîϙÍIJϙĖIJ-person or virtual meeting. Contractor shall
incorporate ċôôîæÍèħϙĖIJťĺϙťēôϙîŘÍċťϙ ĺIJŜĺīĖîÍťôîϙīÍIJϟϙ ĺIJťŘÍèťĺŘϙŜēÍīīϙŕŘĺŽĖîôϙÍn electronic
èĺŕƅϙŽĖÍϙÍIJϙÍČŘôôîϙŪŕĺIJϙƱīôŜēÍŘĖIJČϙîŘĖŽôϙĺŘϙÍŕŕϙcontaining digital copies of materials and
îĖŜťŘĖæŪťôϙťēôŜôϙťĺϙôÍèēϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJ æƅϙaÍŘèēϙ͔͐Ϡϙ͑͏͑5ϟϙēôϙƱīôŜēÍŘĖIJČϙîŘĖŽô shall
èĺIJťÍĖIJϙÍϙaĖèŘĺŜĺċťϙ®i"ϙċĺŘıÍťϙÍIJîϙϟŕîċϙċĺŘıat for the document text. Maps and incorporated
ČŘÍŕēĖèŜϙťēÍťϙÍŘôϙIJĺťϙèĺıŕÍťĖæīôϙſĖťēϙaĖèŘĺŜĺċť ®i"ϙıÍƅϙŘôıÍĖIJϙÍŜϙϟŕîċϙƱīôŜϟ
Deliverables: Provide an administrative draft of the Consolidated Plan to Participating
Jurisdictions (with HOME, ESG, and HOPWA sections as required for each Participating
VŪŘĖŜîĖèťĖĺIJϽϙæƅϙ>ôæŘŪÍŘƅϙ͔͐Ϡϙ͑͏͑5ϢϙēĺīîϙÍϙıĖIJĖıŪıϙĺċϙĺIJôϙϼ͐ϽϙıôôťĖIJČϙſĖťēϙÍŘťĖèĖŕÍťĖIJČ
VŪŘĖŜîĖèťĖĺIJŜϙťĺϙĺæťÍĖIJϙċôôîæÍèħϙĺIJϙťēôϙÍîıĖIJĖŜťŘÍťĖŽôϙîŘÍċťϙÍIJîϙĖIJèĺŘŕĺŘÍťôϙċôôîæÍèħϢϙÍIJî
ŕŘĺŽĖîôϙîŘÍċťϙ ĺIJŜĺīĖîÍťôîϙīÍIJϙťĺϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙæƅϙaÍŘèēϙ͔͐Ϡϙ͑͏͑5. *Jurisdictions
requiring an earlier draft will coordinate with the Contractor on timing.
Task 6 – Preparation of Final Localized Consolidated Plan
Contractor shall work with each Participating Jurisdiction to gather an estimate of tasks and
æŪîČôťϙťĺϙÍîîϙıĺŘôϙīĺèÍīϙîÍťÍϠϙÍIJÍīƅŜĖŜϠϙÍIJîϯĺŘϙČĺÍīϙŜôťťĖIJČϙťĺϙôÍèēϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJЍŜ
ƱIJÍīϙīĺèÍīĖƏôîϙ ĺIJŜĺīĖîÍťôîϙīÍIJϙťĺϙæôϙŜŪæıĖťťôîϙťĺϙF"ϟ ēôϙ ĺIJťŘÍèťĺŘϙŜēÍīī îŘÍċťϙťēôϙƱIJÍīϙ
localized Consolidated Plans and hold a minimum of one meeting with each Participating
VŪŘĖŜîĖèťĖĺIJϙťĺϙĺæťÍĖIJϙċôôîæÍèħϙĺIJϙťēôĖŘϙîŘÍċťŜϟ
ĺIJťŘÍèťĺŘϙŜēÍīīϙôîĖťϙÍIJîϙŘôƱIJôϙôÍèēϙƱIJÍīϙīĺèÍīĖƏôîϙ ĺIJŜĺīĖîÍťôîϙīÍIJϙæÍŜôîϙĺIJϙôÍèēϙ
Participating Jurisdiction’s comments. Contractor shall provide the electronic copies via a
ƱīôŜēÍŘĖIJČ drive or app, containing digital copies of ıÍťôŘĖÍīŜϙÍIJîϙîĖŜťŘĖæŪťôϙťēôŜôϙťĺϙôÍèēϙ
Attachment A: Root Policy Research, Inc
ATTACHMENT A
SECTION V: CONTRACT SPECIFICS
ÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJϟϙēôϙƱlesharing drives shall contain a aĖèŘĺŜĺċťϙ®i"ϙċĺŘıÍťϙÍIJîϙϟŕîċϙ
format for the document text for each Participating Jurisdiction. Maps and incorporated graphics
ťēÍťϙÍŘôϙIJĺťϙèĺıŕÍťĖæīôϙſĖťēϙaĖèŘĺŜĺċťϙ®i"ϙıÍƅϙŘôıÍĖIJϙÍŜ ϟŕîċϙƱīôŜϟϙ ĺIJťŘÍèťĺŘϙŜēÍīīϙŕŘĺŽĖîôϙ
ťēôϙƱIJÍīϙīĺèÍīĖƏôîϙ ĺIJŜĺīĖîÍťôîϙīÍIJϙťĺϙôÍèēϙÍŘťĖèĖŕÍťĖIJČ Jurisdiction that has selected this task
æƅϙŕŘĖīϙ͒͏Ϡϙ͑͏͑5.
Deliverables: Work with each Participating Jurisdiction to gather an estimate of tasks and æŪîČôťϙ
ċĺŘϙÍIJîϙîŘÍċťϙĺċϙťēôĖŘϙƱIJÍīϙīĺèÍīĖƏôîϙ ĺIJŜĺīĖîÍťôîϙīÍIJϟϙôƱIJôϙôÍèēϙÍŘťĖèĖŕÍťĖIJČ Jurisdiction's draft
æÍŜôîϙĺIJϙċôôîæÍèħϙťēôƅϙŕŘĺŽĖîôϟϙŪæıĖťϙîĖČĖťÍīϙıÍťôŘĖÍīŜϙťĺϙôÍèēϙÍŘťĖèĖŕÍťĖIJČ Jurisdiction on a
Ʊlesharing drive or app ĖIJϙaĖèŘĺŜĺċťϙ®i"ϙϟîĺèϙÍIJîϙîĺæôϙϟŕîċϙċĺŘıÍťŜϠϙÍIJîϙŕŘĺŽĖîôϙťēôϙƱIJÍī
īĺèÍīĖƏôîϙ ĺIJŜĺīĖîÍťôîϙīÍIJϙťĺϙôÍèēϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJϙæƅϙŕŘĖīϙ͒͏Ϡϙ͑͏͑5.
Task 7 – Enhanced Needs Assessment
Contractor shall engage in and prepare an enhanced needs assessment for each Participating
Jurisdiction’s housing and homeless needs respective to their housing supply. ēĖŜϙſĖīīϙæŪĖīîϙŪŕĺIJϙ
the Regional aIJÍīƅŜĖŜϙċŘĺıϙÍŜħϙ͑ϟ͑ϙÍIJîϙċĺèŪŜϙĺIJϙťēôϙIJôôîŜϙĺċϙēĺıôīôŜŜϙÍIJîϙŜŕôèĖÍīϙIJôôîŜϙ
residents unique to each jurisdiction.
Deliverables: ŘĺŽĖîôϙÍϙſĺŘħĖIJČϙĺŪťīĖIJôϙĺċϙôIJēÍIJèôîϙIJôôîŜϙťĺϙôÍèēϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJϙťĺϙæôϙ
ŘôŽĖôſôîϙÍIJîϙÍŕŕŘĺŽôîϙŕŘĖĺŘϙťĺϙæôĖIJČϙĖIJèīŪîôîϙĖIJϙťēôĖŘϙ@ŘÍIJťôôϙIJĖŗŪôϙŕŕôIJîĖƄϙĖIJϙťēôϙ
Consolidated Plan.
Task 8 – Preparation of Year 1 Action Plan
Contractor shall assist each Participating Jurisdiction to prepare a ´ôÍŘϙ͐ϙèťĖĺIJ Plan that
èĺıŕīĖôŜϙſĖťēϙ͓͑ϙ >ϙ͐͘ϟ͑͑͏ϙÍIJîϙèŪŘŘôIJťϙF"ϙČŪĖîÍIJèôϙÍIJîϙĖIJèīŪîôŜϙťēô following sections:
ŽÍĖīÍæīôϙôŜĺŪŘèôŜϠϙŘĺČŘÍıŜϙÍIJîϙèťĖŽĖťĖôŜϠϙ@ôĺČŘÍŕēĖèϙ"ĖŜťŘĖæŪťĖĺIJϠϙiťēôŘ Actions, and
Summary of Citizen Participation. Contractor’s assistance includes the following îôīĖŽôŘÍæīôϙſĺŘħϙ
and work products:
A. îıĖIJĖŜťŘÍťĖŽôϙ"ŘÍċťϢ
B. ŪæīĖèϙôŽĖôſϙ"ŘÍċťϢϙÍIJî
C. >ĖIJÍīϙ"ŘÍċťϟ
ĺIJťŘÍèťĺŘϙŜēÍīīϙŕŘĺŽĖîôϙČŪĖîÍIJèôϙÍIJîϙŜŪŕŕĺŘťϙťĺϙôÍèēϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJЍŜϙŜťÍƯϠϙĖIJèīŪîĖIJČ
ŜŪæıĖŜŜĖĺIJϙťĺϙF"ϠϙÍŜϙŘôŗŪôŜťôîϟϙ ĺIJťŘÍèťĺŘϙŜēÍīīϙŕŘĺŽĖîôϙťēôϙ´ôÍŘϙ͐ϙèťĖĺIJϙīÍIJϙťĺϙôÍèē
ÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJϙæƅϙŕŘĖīϙ͒͏Ϡϙ͑͏͑5.
Deliverables: ŜŜĖŜťÍIJèôϙťĺϙôÍèēϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJϙĖIJϙŕŘôŕÍŘĖIJČϙťēôϙ´ôÍŘϙ͐ϙAction Plan,
which has all the ŜôèťĖĺIJŜϙŘôŗŪĖŘôîϙæƅϙèŪŘŘôIJťϙF"ϙČŪĖîÍIJèôϠϙīĖħôϙťēôϙÍŕŕôIJîĖƄϙĺċϙŜŪııÍŘƅϙĺċϙ
citizen participation. ĺIJťŘÍèťĺŘϙŜēÍīīϙŕŘĺŽĖîôϙÍϙ´ôÍŘϙ͐ϙèťĖĺIJϙīÍIJϙťĺϙôÍèēϙÍŘťĖèĖŕÍťĖIJČϙ
VŪŘĖŜîĖèťĖĺIJϙæƅϙŕŘĖīϙ͒͏Ϡϙ͑͏͑5.
Task 9 – Facilitation of Additional Community Forums in Participating Jurisdictions,
Independent of the Regional Meetings
Contractor shall facilitate additional community forums, independent of community engagement
îôŜèŘĖæôîϙĖIJϙÍŜħϙ͐ϠϙťēÍťϙôÍèēϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJϙēÍŜϙŜôīôèťôîϟϙēôŜôϙÍîîĖťĖĺIJÍīϙċĺŘŪı
Attachment A: Root Policy Research, Inc
ATTACHMENT A
SECTION V: CONTRACT SPECIFICS
options consist of the following:
A. Consultation Meetingsϟϙ>ÍèĖīĖťÍťôîϙîĖŜèŪŜŜĖĺIJϙťĺϙĺæťÍĖIJϙŜťÍħôēĺīîôŘϙŕôŘŜŕôèťĖŽôŜϙĺIJϙťēô
>FϙıÍŕŜϙÍIJîϙîÍťÍϠϙÍIJîϙťĺϙŜŪŘċÍèôϙċÍĖŘϙēĺŪŜĖIJČϙĖŜŜŪôŜϙÍIJîϙèĺIJťŘĖæŪťĖIJČϙfactors, conduct
prioritization exercises, and identify solutions and goals.
B. Focus Groupsϟϙ>ĺèŪŜϙ@ŘĺŪŕŜϙſĖťēϙťÍŘČôťôîϙŕĺŕŪīÍťĖĺIJŜϙĖîôIJťĖƱôîϙæƅϙÍŘťĖèĖŕÍťĖIJČ
Jurisdiction.
C. Community Engagement Public Meetings. Walk-in format with interactive engagement
stations, creating opportunities to share personal stories; suggest ideas for strengthening
IJôĖČēæĺŘēĺĺîŜϙÍIJîϙĖIJèŘôÍŜĖIJČϙÍèèôŜŜϙťĺϙĺŕŕĺŘťŪIJĖťƅϢϙŕŘĖĺŘĖťĖƏôϙèĺIJťŘĖæŪťĖIJČϙċÍèťĺŘŜϢϙÍIJî
view and respond to AFH maps and data.
"ϟ Pop-up Events. ĖťĖƏôIJϯèĺııŪIJĖťƅϙıôıæôŘϙôIJČÍČôıôIJťϙôŽôIJťŜϙīĺèÍťôîϙÍťϙċÍŘıôŘЍŜ markets,
free community fairs, regular community meetings, or other community activities with
ŜĖČIJĖƱèÍIJťϙċĺĺťϙťŘÍƯĖè îôŜĖČIJôîϙťĺϙĺƯôŘϙĺŕŕĺŘťŪIJĖťĖôŜϙċĺŘϙŕôĺŕīôϙťĺϙƱīī-out the resident survey,
share ēĺŪŜĖIJČϙŜťĺŘĖôŜϠϙŘôŜŕĺIJîϙťĺϙıÍŕŜϙÍIJîϙîÍťÍϠϙÍIJîϯĺŘϙîĖŜèŪŜŜϙIJôĖČēæĺŘēĺĺîϙēĺŪŜĖIJČ
issues.
ēôϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙēÍŽôϙŜôīôèťôîϙÍîîĖťĖĺIJÍīϙċĺŘŪıϙĺŕťĖĺIJŜϙŪIJîôŘϙÍŜħϙ͘,
ſēĖèēϙÍŘôϙĖIJîôŕôIJîôIJťϙĺċϙťēôϙèĺııŪIJĖťƅϙôIJČÍČôıôIJťϙĖIJϙÍŜħϙ͐. ēôŜôϙťÍŜħŜϙſĖīīϙæôϙîôèĖîôîϙæƅϙ
ĖIJîĖŽĖîŪÍīϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙÍIJîϙ ĺIJťŘÍèťĺŘϙæÍŜôîϙĺIJϙĖIJîĖŽĖîŪÍīĖƏôîϙIJôôîŜϙċĺŘϙťēôϙ
Participating Jurisdictionϟϙ ĺIJťŘÍèťĺŘϙŜēÍīīϙèĺıŕīôťôϙÍŜħϙ͘ forum options for Participating
VŪŘĖŜîĖèťĖĺIJŜϙæƅϙbĺŽôıæôŘϙ͒͏Ϡϙ͑͏24.
Deliverables: Contractor shall facilitate additional community forums, which are independent of
the èĺııŪIJĖťƅϙôIJČÍČôıôIJťϙĖIJèīŪîôîϙÍťϙÍŜħϙ͐ϠϙæƅϙbĺŽôıæôŘϙ͒͏Ϡϙ͑͏24, for Participation
Jurisdictions that have selected them.
Task 10 – Local Public Hearing and Adoption
ĺIJťŘÍèťĺŘϙŜēÍīīϙŕŘôŕÍŘôϙŕŘôŜôIJťÍťĖĺIJϙıÍťôŘĖÍīŜϙÍIJîϙÍťťôIJîϙĺIJôϙϼ͐ϽϙŕŪæīĖèϙēôÍŘĖIJČ in-person and
ĺIJôϙϼ͐ϽϙŕŪæīĖèϙēôÍŘĖIJČϙŽĖŘťŪÍīīƅ for each ÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJϙſēôŘôϙťēôϙ͑͏͑5-͒͏ Consolidated
īÍIJϙĖŜϙèĺIJŜĖîôŘôîϙċĺŘϙÍîĺŕťĖĺIJϙæƅϙaÍƅ ͔͐Ϡϙ͑͏͑5ϟϙťÍƯϙċŘĺıϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙwill also
attend, help facilitate if desired, assist in identifying a meeting location and promote attendance.
Deliverables: Contractor shall prepare presentation materials, attend, and help facilitate the
͑͏͑5-͑͏͒͏ ĺIJŜĺīĖîÍťôîϙīÍIJϙēôÍŘĖIJČϙæƅ ŕŘĖīϙ͒͏Ϡϙ͑͏͑5, for each Participating Jurisdiction.
Task 11 – eCon Planning Suite Upload
ĺIJťŘÍèťĺŘϙŜēÍīīϙŜŪæıĖťϙťēôϙ>ĖIJÍīϙ ĺIJŜĺīĖîÍťôîϙīÍIJϙÍIJîϙ ĺııŪIJĖťƅϙīÍIJIJĖIJČϙÍIJîϙ"ôŽôīĺŕıôIJť
ϼЊ "ЋϽϙaÍŕŜϙÍIJîϙťēôϙ´ôÍŘ-͐ϙèťĖĺIJϙīÍIJϙťĺϙF"ϙŪŜĖIJČϙťēôϙô- ĺIJϙīÍIJIJĖIJČϙťĺĺīϙťēŘĺŪČēϙF"ЍŜ
I"IϙĺIJīĖIJôϙſôæŜĖťôϙæƅϙŕŘĖīϙ͒͏Ϡϙ͑͏͑5, for all Participating Jurisdictions. Contractor shall work with
ÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϙťēÍťϙŘôèôĖŽôϙèĺııôIJťŜϙĺŘϙôîĖťŜϙæÍèħϙċŘĺıϙF"ϙÍIJîϙſĖīīϙÍŜŜĖŜťϙĖIJϙĺIJôϙϼ͐Ͻϙ
Attachment A: Root Policy Research, Inc
ATTACHMENT A
SECTION V: CONTRACT SPECIFICS
round of edits in coordination with each Participating Jurisdiction. Participating Jurisdictions shall
ŕŘĺŽĖîôϙťĖıôīƅϙÍèèôŜŜϙťĺϙI"Iϟ
Deliverables: Contractor shall ŜŪæıĖťϙťēôϙ>ĖIJÍīϙ ĺIJŜĺīĖîÍťôîϙīÍIJϙŪŜĖIJČϙô-Con Planning tool and
"ϙaÍŕŜϙÍIJîϙ´ôÍŘϙ͐ϙèťĖĺIJ īÍIJϙťēŘĺŪČēϙF"ЍŜϙI"IϙĺIJīĖIJôϙſôæŜĖťôϙæƅ ťēôϙF"ϙîôÍîīĖIJôϙĺċ May
͔͐Ϡϙ͑͏͑5. F"ϙŘôŗŪĖŘôîϙôîĖťŜϙſĖīīϙæôϙıÍîôϙſĖťēĖIJϙŜôŽôIJϙϼ͖ϽϙæŪŜĖIJôŜŜϙîÍƅŜϙĺċϙťēôϙôîĖťϙŘôŗŪôŜťŜϟ
Task 12 – Additional Tasks
Contractor shall meet with all Participating Jurisdictions and review any requested additional
ťÍŜħŜϙÍIJîϙťēôϙťĖıôīĖIJôϙÍIJîϙæŪîČôťϙċĺŘϙôÍèēϙťÍŜħϟ
Deliverables: ®ĖīīϙèĺıŕīôťôϙÍîîĖťĖĺIJÍīϙťÍŜħŜϙÍŜϙŘôŗŪôŜťôîϙæƅϙťēôϙÍŘťĖèĖŕÍťĖIJČϙVŪŘĖŜîĖèťĖĺIJŜϟϙ
ŪŘŘôIJťϙŘôŗŪôŜťŜϙċĺŘϙÍîîĖťĖĺIJÍīϙťÍŜħŜϡ ēôϙ ĖťƅϙĺċϙaĺŪIJťÍĖIJϙ«ĖôſϙēÍŜϙŘôŗŪôŜťôîϙÍϙCon Plan with
ÍϙċĺèŪŜϙĺIJϙŜťĺŘƅťôīīĖIJČϯϙċŘÍıĖIJČϙĖŜŜŪôŜϟϙīŪŜϠϙIIJîĖŽĖîŪÍīϙaôôťĖIJČŜϙſĖťēϙ ĺŪIJèĖīıôıæôŘŜϙċĺŘϙťēôĖŘϙ
input on 5-ƅôÍŘϙČĺÍīŜϙϼťĺϙæôϙèĺIJƱŘıôîϽϟ ēôϙ ĖťƅϙĺċϙÍīĺϙīťĺϙēÍŜϙŘôŗŪôŜťôîϙÍîîĖťĖĺIJÍīϙŜôŘŽĖèôŜϙ
ťēÍťϙĖŜϙîôťôŘıĖIJôîϙæƅϙťēôϙ ĖťƅϙťĺϙæôϙIJôèôŜŜÍŘƅϙċĺŘϙèĺıŕīôťĖĺIJϙĺċϙťēôϙ ĺIJŜĺīĖîÍťôîϙīÍIJϯIJIJŪÍīϙ
èťĖĺIJϙīÍIJϠϙæŪťϙÍŘôϙIJĺťϙĖIJèīŪîôîϙſĖťēĖIJϙťēôϙèĺŕôϙĺċϙôŘŽĖèôŜϙîôŜèŘĖæôîϙĖIJϙÍŜħŜϙ͐-͐͐ϠϙŜŪèēϙÍŜϙϼťĺϙ
æôϙèĺIJƱŘıôîϽϙŕŘôŕÍŘÍťĖĺIJϙĺċϙŜēĺŘťϙæŘĖôƱIJČϙıôıĺŜϙċĺŘϙîĖŜťŘĖæŪťĖĺIJϙťĺϙŜťÍħôēĺīîôŘŜϠϙĖIJîĖŽĖîŪÍīϙĺŘϙ
ŜıÍīīϙČŘĺŪŕϙıôôťĖIJČϼŜϽϙſĖťēϙťēôϙFŪıÍIJϙôīÍťĖĺIJŜϙ ĺııĖŜŜĖĺIJϙ "@ϙîϙFĺèϙ ĺııĖťťôôϙ
meıæôŘŜϙċĺŘϙĖIJŕŪťϙĺIJϙ͔-year goals, assistance with updating the Citizen Participation Plan, etc.
ēôϙ ĖťƅϙıÍƅϙôīôèťϙťĺϠϙæŪťϙĖŜϙIJĺťϙŘôŗŪĖŘôîϙťĺϠϙÍŪťēĺŘĖƏôϙÍîîĖťĖĺIJÍīϙŜôŘŽĖèôŜϙŪŕϙťĺϙÍϙıÍƄĖıŪıϙ
amount of compensation set forth for additional services in the contŘÍèťϙæŪîČôťϟϙēôŜôϙťÍŜħŜϙſĖīīϙ
æôϙîĖŜèŪŜŜôîϙÍIJîϙèĺIJƱŘıôîϙſĖťēϙťēôϙĖIJîĖŽĖîŪÍīϙĤŪŘĖŜîĖèťĖĺIJŜϟ
Participating Jurisdictions may choose a task during the development of their Consolidated Plan
ťēÍťϙťēôƅϙēÍîϙIJĺťϙĖIJĖťĖÍīīƅϙÍIJťĖèĖŕÍťôîϟϙēôŜôϙťÍŜħŜϙÍŘôϙIJĺťϙèŪŘŘôIJťīƅϙĖîôIJťĖƱôîϟϙēôϙæŪîČôťϙēÍŜϙæŪĖīťϙ
in contingency funding for these needs.
AGENCY
PROGRAM NAME
START DATE
END DATE
PROJECT TYPE
TOTAL PROGRAM CAPACITY
FUNDING SOURCE(S)
Phase 0. Project Initiation, Management & Admin FY25 TOTAL Palo Alto Share of Cost
Project Kickoff Meeting—preparation and facilitation 4,342$ 4,342$ 543$
Bi‐weekly Meetings and Project Management 27,130$ 27,130$ 3,391$
Phase 1. Workshops, Data Compilation, & Engagement FY25 TOTAL
Task 1. Regional Community & Stakeholder Workshops/ Forums 140,910$ 140,910$ See Breakdown below
Task 2. Data Compilation and Cross‐Tabulation 76,533$ 76,533$ 9,567$
Task 3. Goals/ Visioning 4,560$ 4,560$ 570$
Phase 2. Housing & Community Needs Assessments FY25 TOTAL
Task 4. Housing and Community Needs Assessment 24,711$ 24,711$ 3,089$
Phase 3. Development of Goals and Strategy FY25 TOTAL
Preparation of Goals and Strategy 16,284$ 16,284$ 2,036$
Phase 4. Preparation of Draft Plans FY25 TOTAL
Task 5. Draft Consolidated Plans 24,711$ 24,711$ 3,089$
Phase 5. Final Plans, Adoption, & eCon Plan Upload FY25 TOTAL
Task 6. Final Consolidated Plans 8,462$ 8,462$ 1,058$
Task 7. Enhanced needs Assessment 45,938$ 45,938$ 5,742$
Task 8. Final Annual Action Plan 21,156$ 21,156$ 2,644$
Task 10. Public Hearings & Adoption of Plans 24,000$ 24,000$ 3,000$
Task 11. HUD submittal using eCon Planning Suite 16,249$ 16,249$ 2,031$
Additional Tasks FY25 TOTAL
Additional Tasks: Task 9 and Task 12 49,565$ 49,565$
FY25 TOTAL Total before Line 14 is added 36,760$
PHASE 0‐5 EXPENSES TOTAL 434,986$ 434,986$ Total after Line 14 added 47,105$
ADDITIONAL TASKS EXPENSES TOTAL 49,565$ 49,565$ 4,710$ 10% Continge
51,815$ Total with 10%
Community Engagement Detail: Breakdown of Line 14
Hours Costs Direct Costs Total Costs
Refine Workplan and Community Kickoff 15 $2,850 $2,850
Review and Summarize Existing Plans and Initiatives for 8
Entitlement Jurisdictions 24 $4,560 $4,560 570$
Finalize Workplan and Develop Project Timeline 20 $3,800 $3,800
COMMUNITY ENGAGEMENT
Develop Framework for Community Outreach and Engagement 45 $8,550 $8,550
Finalize and Launch Public Information and Outreach to
Stakeholders List 80 $15,200 $10,000 $25,200 3,150$
Resident Survey: Online and paper in 3 languages (Root) 88 $16,720 $2,500 $19,220 2,403$
Social Media Outreach: Develop strategy and customizable tools
and materials 50 $9,500 $3,000 $12,500 1,563$
Regional Community Workshops: Prep and facilitate 2 public
meetings 45 $8,550 $4,160 $12,710
Pop‐up Events: Prep and attend in‐person community member
engagment events 96 $18,240 $12,000 $30,240
Stakeholder Consultation Meetings: Develop strategy, attend
and/or hold three virtual meetings 48 $9,120 $0 $9,120 $1,140
Outreach Summary: Jursidiction engagement appendices 40 $7,600 $7,600 $950
GOALS/VISIONING
Prepare and Submit Format for Community Workshops 8 $1,520 $1,520 190$
Review and Finalize Outreach Plan 16 $3,040 $3,040 380$
575 $109,250 $31,660 $140,910 10,345$ Total for Line 1
OPTIONAL TASKS
Optional: PR Firm Assistance for Media/Radio Outreach $5,500 $5,500
Additional stakeholder meetings/city‐specific stakeholder 60 11400 $1,500 $12,900
CDBG/ HOME Admin
TOTAL PROGRAM BUDGET 484,551$ 484,551$
Root Policy Research, Inc.
2025‐2030 Consolidated Plan Consultant
Date of executed signature
6/30/2025
Con Plan Develpoment, CDBG and HOME funds
Additional in person meetings 6 $1,140 $250 $1,390
Additional virtual meetings 4 $760 $760
Additional public hearings‐‐virtual 6 $1,200 $1,200
Additional public hearings‐‐in person 12 $2,400 $750 $3,150
Total projected by jurisdiction
Direct Costs Cost Rate
Task B.2
Community Organizations Stipends $10,000 Total
Task B.3 ‐ Resident Survey
Materials Translation (up to 2 languages) $0 Total for survey and annoucement text (0.30 per word)
Print Materials $500 Total
Task B.4 ‐ Social Media Outreach
Materials Translation (up to 2 languages) $3,000 Total for social media graphics and language, press release, and related annoucement text (0.30 per word/$65
Task B.5
Materials Translation (up to 2 languages)$1,000 Total for up to 4 pages in 2 languages for materials for all workshops
Event Interpretation Virtual Meeting $1,080 per meeting ($120 per hour Spanish, $150 Vietnamese or Chinese, minium 2 hours each x 2 people)
Event Interpretation: Headsets and Tech (in‐person only) $600 per meeting
Childcare (in‐person only) $400 per meeting
Food (in‐person only) $100 per meeting
Travel costs (in‐person only) $30 per meeting
Total per in‐person meeting $3,210 per meeting
Total per hybrid meeting $4,290 per meeting
Task B.6 Stakeholder Consulatations ($120 per hour Spanish, $150 Vietnamese or Chinese, minium 2 hours each x 2 people)
Virtual Meeting w. up to 2 languages $1,080 per meeting
In‐person Meeting/Pop‐up Event w. up to 1 language, materials,
travel $2,000 per meeting
Danta Collective Spanish Translation and Interpretation
Rates Normal
Translation: Per‐word $0.11
Translation: per hour $65.00
Interpretation: per hour $115.00 /hr
Page 1 of 7
Con Plan Revenue Agreement
City of Palo Alto
REVENUE AGREEMENT BETWEEN THE
COUNTY OF SANTA CLARA
AND THE CITY OF PALO ALTO
This Agreement is entered into by and between the County of Santa Clara (the “County”) and the City of
Palo Alto (the “City”), individually, a “Party” and, collectively, the “Parties,” in order to provide funding for
and establish roles, rights and responsibilities related to contracting with Root Policy Research, Inc. (“Root
Policy”) for services related to preparation of the 2025-2030 Consolidated Plan (“Con Plan”).
RECITALS
A.WHEREAS, the U.S. Department of Housing and Urban Development (HUD) requires recipients of
Community Development Block Grant (CDBG) and HOME Investment Partnership Program (HOME)
grants to prepare and submit a Consolidated Action Plan (Con Plan), which enables recipients to
continue to receive annual CDBG and HOME funds;
B.WHEREAS, the County and City each are recipients of CDBG and/or HOME funds;
C.WHEREAS, the County and City each are required to prepare and submit a Con Plan;
D.WHEREAS, a coordinated effort between the County and City in preparing the Con Plan would reduce
costs and optimize community input;
E.WHEREAS, the County took a lead role in inviting contractors to submit proposals to prepare the Con
Plan for the County and Santa Clara County cities, including the City;
F.WHEREAS, the County previously took a lead role in working with the City and other cities in Santa Clara
County in selecting the contractor that prepared the prior Con Plan and entered into the agreement
with contractor;
G.WHEREAS, the City was invited to participate in the process of evaluating contractors’ proposals for
preparation of the Con Plan;
H.WHEREAS, the City seeks to leverage the County’s previous experience in contracting for Con Plan
services;
I.WHEREAS, on June 18, 2024, the County Board of Supervisors approved delegation of authority to the
County Executive, or designee, to prepare and execute a Service Agreement with Root Policy for
preparation of the Con Plan;
Page 2 of 7
Con Plan Revenue Agreement
City of Palo Alto
In consideration of the foregoing Recitals, and the mutual promises and covenants contained in this
Agreement, the Parties agree as follows:
AGREEMENT
SECTION 1 TERM
This Agreement is effective upon full execution and will continue thereafter until June 30, 2025, unless
extended by mutual consent.
SECTION 2 ROLES AND RESPONSIBILITIES
a) Upon presentation of an invoice by County to the City, the City shall reimburse the County for its
share of expenses associated with Con Plan base services in an amount not to exceed $47,105 for
services through June 30, 2025. Con Plan Additional Tasks shall not exceed $4,710. Invoices for
the Con Plan will be billed in two installments.
b) The total costs identified above shall not exceed (including reimbursed expenses) $51,815 for
services through June 30, 2025.
c) The County shall submit all invoices to the City’s CDBG & HOME Program Administrator
SECTION 3 MUTUAL INDEMNIFICATION
In lieu of and notwithstanding the pro rata risk allocation, which might otherwise be imposed between the
Parties pursuant to Government Code Section 895.6, the Parties agree that all losses or liabilities incurred
by a Party shall not be shared pro rata but, instead, the County and the City agree that, pursuant to
Government Code Section 895.4, each of the Parties hereto shall fully indemnify and hold each of the other
Parties, their officers, board members, employees, and agents, harmless from any claim, expense or cost,
damage or liability imposed for injury (as defined in Government Code Section 810.8) occurring by reason
of the negligent acts or omissions or willful misconduct of the indemnifying Party, its officers, employees
or agents, under or in connection with or arising out of any work, authority or jurisdiction delegated to
such party under this Agreement. No Party, nor any officer, board member, or agent thereof shall be
responsible for any damage or liability occurring by reason of the negligent acts or omissions or willful
misconduct of the other Parties hereto, their officers, board members, employees, or agents, under or in
connection with or arising out of any work authority or jurisdiction delegated to such other Parties under
this Agreement.
Page 3 of 7
Con Plan Revenue Agreement
City of Palo Alto
SECTION 4 TERMINATION
Either party may terminate this Agreement with or without cause upon providing thirty (30) days’ prior
written notice to the other party to the addresses set forth in Section 13 below.
SECTION 5 CALIFORNIA PUBLIC RECORDS ACT
The County and City are public agencies subject to the disclosure requirements of the California Public
Records Act (“CPRA”). If a Party’s (the “Submitting Party”) proprietary information is contained in
documents or information submitted to the other Party (the “Receiving Party”), and the Submitting Party’s
claims that such information falls within one or more CPRA exemptions, the Submitting Party must clearly
mark such information “CONFIDENTIAL AND PROPRIETARY,” and identify the specific lines containing the
information. In the event of a request for such information, the Receiving Party will make best efforts to
provide notice to the Submitting Party prior to such disclosure. If the Submitting Party contends that any
documents are exempt from the CPRA and wishes to prevent disclosure, it is required to obtain a protective
order, injunctive relief or other appropriate remedy from a court of law in Santa Clara County before the
Receiving Party is required to respond to the CPRA request. If the Submitting Party fails to obtain such
remedy within the time the Receiving Party is required to respond to the CPRA request, Receiving Party
may disclose the requested information.
The City and County further agree that each shall defend, indemnify and hold each other harmless against
any claim, action or litigation (including but not limited to all judgments, costs, fees, and attorney’s fees)
that may result from denial by the other Party of a CPRA request for information arising from any
representation, or any action (or inaction), by the indemnifying Party.
SECTION 6 ASSURANCE
Each Party represents and warrants that it has the authority to enter into this Agreement.
SECTION 7 RELATIONSHIP
Nothing contained in this Agreement shall be deemed or construed by the Parties or any third party to
create the relationship of partners or joint ventures between the City and the County.
SECTION 8 THIRD PARTY BENEFICIARIES
This agreement does not, and is not intended to, confer any rights or remedies upon any person or entity
other than the parties.
SECTION 9 ENTIRE AGREEMENT
This instrument contains the entire agreement between the Parties, and no statements, promises or
inducements made by either Party or the designated agent of either Party that are not contained in this
Agreement shall be valid or binding.
SECTION 10 MODIFICATION
Page 4 of 7
Con Plan Revenue Agreement
City of Palo Alto
This Agreement may not be enlarged, modified, or altered, except if it is evidenced in writing, signed by
the Parties and endorsed to this Agreement.
SECTION 11 INSURANCE
Each Party shall, at its own expense, keep in force during the Term, Workers’ Compensation Insurance,
insuring against and satisfying each Party’s obligations and liabilities under the workers’ compensation laws
of the State of California, including employer’s liability insurance in the limits required by the laws of the
State of California.
SECTION 12 SEVERABILITY
If any provision in this Agreement is held by a court of competent jurisdiction to be invalid, void, or
unenforceable, the remaining provisions will nevertheless continue in force without being impaired or
invalidated in any way.
SECTION 13 NOTICES
Notices to the Parties in connection with this Agreement shall be given personally or by mail, registered or
certified, postage prepaid with return receipt requested. Mailed notices shall be addressed to the parties
as follows:
SANTA CLARA COUNTY CITY OF PALO ALTO
Kathryn Kaminski Janathan Lait
Acting Director, Office of Supportive Housing Planning Director, Planning & Development Services
150 W Tasman Dr 250 Hamilton Ave.
San José, CA, 95134 Palo Alto, CA, 94301
Notices delivered personally will be deemed communicated as of actual receipt; mailed notices will be
deemed communicated on the date of delivery.
SECTION 14 AMENDMENTS
This Agreement may be amended only by a written instrument signed by the Parties.
SECTION 15 CONFLICTS OF INTEREST; POLITICAL REFORM ACT
The City and County shall comply with all (1) applicable requirements governing avoidance of
impermissible client conflicts; and (2) federal, state and local conflict of interest and disclosure laws and
regulations including, without limitation, California Government Code section 1090 et. seq., the California
Political Reform Act (California Government Code section 87100 et. seq.) and the regulations of the Fair
Political Practices Commission concerning disclosure and disqualification (2 California Code of
Regulations section 18700 et. seq.). Failure to do so constitutes a material breach of this Agreement and
is grounds for immediate termination of this Agreement by the non-breaching Party.
Page 5 of 7
Con Plan Revenue Agreement
City of Palo Alto
If applicable, in accepting this Agreement, City covenants that it presently has no interest, and will not
acquire any interest, direct or indirect, financial or otherwise, which would conflict in any manner or
degree with the performance of this Agreement. City further covenants that, in the performance of this
Agreement, it will not use any contractor or employ any person having such an interest. City, including
but not limited to City’s employees, agents, and subcontractors, may be subject to the disclosure and
disqualification provisions of the California Political Reform Act of 1974 (the “Act”), that (1) requires such
persons to disclose economic interests that may foreseeably be materially affected by the work
performed under this Agreement, and (2) prohibits such persons from making or participating in making
decisions that will foreseeably financially affect such interests. If the disclosure provisions of the Act are
applicable to any individual providing service under the Agreement, City shall, upon execution of this
Agreement, provide County with the names, description of individual duties to be performed, and email
addresses of all individuals, including but not limited to City’s employees, agents and subcontractors, that
could be substantively involved in “mak[ing] a governmental decision” or “serv[ing] in a staff capacity”
and in that capacity participating in making governmental decisions or performing duties that would be
performed by an individual in a designated position, (2 CCR 18700.3), as part of City’s service to County
under this Agreement. City shall immediately notify County of the names and email addresses of any
additional individuals later assigned to provide such service to County under this Agreement in such a
capacity. City shall immediately notify County of the names of individuals working in such a capacity who,
during the course of the Agreement, end their service to County. City shall ensure that all such individuals
identified pursuant to this paragraph understand that they are subject to the Act and shall conform to all
requirements of the Act and other applicable conflict of interest and disclosure laws and regulations, and
shall file Statements of Economic Interests within 30 days of commencing service pursuant to this
Agreement, annually by April 1, and within 30 days of their termination of service pursuant to this
Agreement.
SECTION 16 LEVINE ACT COMPLIANCE
If applicable, City will comply, and will ensure that its agents (as that term is defined under 2 Cal. Code
Regs. § 18438.3(a)) and its subcontractors identified in City’s proposal responding to a County solicitation
and/or identified in this Agreement (“Subcontractors”) comply, with California Government Code section
84308 (“Levine Act”) and the applicable regulations of the Fair Political Practices Commission concerning
campaign disclosure (2 California Code of Regulations sections 18438.1 – 18438.8), which (1) require a
party to a proceeding involving a contract to disclose on the record of the proceeding any contribution,
as defined by Government Code section 84308(a)(6), of more than $250 that the party or their agent has
made within the prior 12 months, and (2) prohibit a party to a proceeding involving a contract from
making a contribution, as defined by Government Code section 84308(a)(6), of more than $250 to any
County officer during the proceeding and for 12 months following the final decision in the proceeding.
City agrees to submit any disclosures required to be made under the Levine Act at the Office of the Clerk
of the Board of Supervisors website at http://www.sccgov.org/levineact, and City shall require
Subcontractors to do the same. If this Agreement is to be considered or voted upon by the County’s
Board of Supervisors, City shall complete the Levine Act Contractor Form: Identification of Subcontractors
and Agents, and if applicable, shall ensure that any Subcontractor completes the Levine Act
Subcontractor Form: Identification of Agents, and City must submit all such forms to the County as a
prerequisite to execution of the Agreement.
Page 6 of 7
Con Plan Revenue Agreement
City of Palo Alto
SECTION 17 WAIVER
No delay or failure to require performance of any provision of this Agreement shall constitute a waiver of
that provision as to that or any other instance. Any waiver granted by a Party must be provided, in writing,
and shall apply to the specific instance expressly stated.
SECTION 18 GOVERNING LAW, VENUE
This Agreement has been executed and delivered in, and shall be construed and enforced in accordance
with, the laws of the State of California. Proper venue for legal action regarding this Agreement shall be in
the County of Santa Clara.
SECTION 19 COUNTERPARTS
This Agreement may be executed in one or more counterparts, each of which shall be deemed to be an
original but all of which together shall constitute one and the same instrument.
SECTION 20 THIRD PARTY BENEFICIARIES
This agreement does not, and is not intended to, confer any rights or remedies upon any person or entity
other than the parties.
SECTION 21 CONTRACT EXECUTION
Unless otherwise prohibited by law or County policy, the parties agree that an electronic copy of a signed
contract, or an electronically signed contract, has the same force and legal effect as a contract executed
with an original ink signature. The term “electronic copy of a signed contract” refers to a transmission by
facsimile, electronic mail, or other electronic means of a copy of an original signed contract in a portable
document format. The term “electronically signed contract” means a contract that is executed by applying
an electronic signature using technology approved by the County.
SECTION 22 ASSIGNMENT
No assignment of this Agreement or of the rights and obligations hereunder shall be valid without the prior
written consent of the other party.
SECTION 23 ENTIRE AGREEMENT
This Agreement and its Appendices (if any) constitutes the final, complete and exclusive statement of the
terms of the agreement between the parties. It incorporates and supersedes all the agreements, covenants
and understandings between the parties concerning the subject matter hereof, and all such agreements,
covenants and understandings have been merged into this Agreement. No prior or contemporaneous
agreement or understanding, verbal or otherwise, of the parties or their agents shall be valid or
enforceable unless embodied in this Agreement.
Page 7 of 7
Con Plan Revenue Agreement
City of Palo Alto
IN WITNESS WHEREOF, the Parties have caused this Agreement to be entered into as of the day and year
of execution of this Agreement.
COUNTY OF SANTA CLARA COUNTY OF SANTA CLARA CITY OF PALO ALTO
_________________________________ _______________________________
James R. Williams Ed Shikada, City Manager
County Executive City of Palo Alto
Date: ____________________________ Date: ___________________________
APPROVED AS TO FORM AND LEGALITY APPROVED AS TO FORM AND LEGALITY
___________________________________ ___________________________________
Stefanie Wilson Albert Yang
Deputy County Counsel Assistant City Attorney
Date: ______________________________ Date: ______________________________