RE__Determination_for_CDBG_.pdf

From: DUTTON-LEYDA, TRAVIS K.

To: LOVATO, JOANN D.

Cc: CHAVEZ, FAVIOLA A.; BROWNING, CHRISTINA X.; Purchasing DET Subject: RE: Determination for CDBG Date: Thursday, June 4, 2026 4:17:10 PM Attachments: image002.png image004.png

JoAnn, Based on the information you provided, the scope of work is classified as Professional Services for procurement and contract purposes. Awarded vendors must comply with all construction requirements when entering into agreements or arrangements with residents for any construction-related purposes. This classification is made solely to answer the classification question and does not constitute a comprehensive review of the scope or of the procurement method’s compliance with all applicable legal or regulatory requirements. This determination may change if the scope of work is modified from the original submission.

Procurements must comply with all applicable requirements, including but not limited to:

The City of Santa Fe Procurement Manual City ordinances Central Purchasing procedures Applicable State Statutes Any requirements of the New Mexico Department of Workforce Solutions, if applicable

Notes and additional approvals:

Save this email as a PDF and upload it to the corresponding Munis record(s).

Check with WorkQuest dba Horizons of New Mexico (vendor # 8673) (mloehman@horizonsofnewmexico.org) if this service appears on their approved list.

If your request includes items that must be reviewed and preapproved by another City department or division, send the same scope of work to the appropriate email address before selecting a vendor and include their response in your packet/Munis.

For subject-matter review and signatures, use the following contacts:

-Treasury (Point of Sale Systems) – questions: drsena@santafenm.gov;

clromero@santafenm.gov. Request signature from: clromero@santafenm.gov -IT components (everything IT) – questions: ereview@santafenm.gov. Request signature from: edcandelaria@santafenm.gov;

Copy: zxdushdurova@santafenm.gov; lenobes@santafenm.gov;

lfworstell@santafenm.gov -Vehicles – questions: fleet@santafenm.gov. Request signature from:

dmjaramillo@santafenm.gov -Grants – questions: grants@santafenm.gov. Request signature from:

evlujan@santafenm.gov Construction, Facilities, Furniture, Fixtures, Equipment, etc. – questions:

fmdreview@santafenm.gov. Request signature from: jsburnett@santafenm.gov -Emergency Related Purchases – questions oem@santafenm.govand. Request signature from: klmorgan@santafenm.gov mailto:tkduttonleyda@santafenm.gov mailto:jdlovato@santafenm.gov mailto:fachavez@santafenm.gov mailto:cxbrowning@santafenm.gov mailto:purchasing_det@santafenm.gov https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Flibrary.municode.com%2Fnm%2Fsanta_fe%2Fcodes%2Fcode_of_ordinances%3FnodeId%3DCHXIFIBU_11-13ADPRCO&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296260794%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=f1Ojm1hU78yT1Hg9Xu173DNn8JifwsJxSh3rji7d2PA%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fintranet.santafenm.gov%2Fcentral_purchasing_division_cpd&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296290212%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=PvUDm6fHirHc6dmTIi46T2C5yNj7jj8zwnzVP2K5F5E%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fnmonesource.com%2Fnmos%2Fnmsa%2Fen%2Fitem%2F4378%2Findex.do%23!fragment%2F%2FBQCwhgziBcwMYgK4DsDWszIQewE4BUBTADwBdoByCgSgBpltTCIBFRQ3AT0otokLC4EbDtyp8BQkAGU8pAELcASgFEAMioBqAQQByAYRW1SYAEbRS2ONWpA&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296310507%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=Woz4XrOCXr48nIktoxiGUygZ9dSNoRfiNq24pwIrXsM%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fnmonesource.com%2Fnmos%2Fnmsa%2Fen%2Fitem%2F4378%2Findex.do%23a4&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296329311%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=AUkySe4vvUXxIp4EIqnsuu1QK8CX%2BPYUsORnabLjeoU%3D&reserved=0 mailto:mloehman@horizonsofnewmexico.org mailto:drsena@santafenm.gov mailto:clromero@santafenm.gov mailto:clromero@santafenm.gov mailto:ereview@santafenm.gov mailto:edcandelaria@santafenm.gov mailto:zxdushdurova@santafenm.gov mailto:lenobes@santafenm.gov mailto:lfworstell@santafenm.gov mailto:fleet@santafenm.gov mailto:dmjaramillo@santafenm.gov mailto:grants@santafenm.gov mailto:evlujan@santafenm.gov mailto:fmdreview@santafenm.gov mailto:jsburnett@santafenm.gov mailto:oem@santafenm.govand mailto:klmorgan@santafenm.gov

-Asset over $5k – questions: accountspayable@santafenm.gov.

Ensure that the appropriate templates and forms are used, they can be found on the intranet https://intranet.santafenm.gov/finance_1 and in OpenGov https://procurement.opengov.com/governments/1784201/projects.

When processing this procurement, please ensure the procurement number issued by OpenGov and the procurement name are used in the appropriate documents and the subject of emails.

If you are processing a procurement where the forecasted amount is ≥ $100,000.00, per SFCC 1987, Section 11-13, the procurement method must be ITB (if you choose not to use a cooperative or an existing contract). If you feel you need to process an RFP, you must request approval of an Authorization and Plan before you process.

≤ $60,000.00 per year, one quote is acceptable.

From $60,000.01 to $100,000.00 per year or per contract, if you aren’t using a cooperative or existing contract, you must provide 3 quotes in your req. It is highly recommended that you use OpenGov, or Pavilion.

Identify your funding source and notify Purchasing.

It's essential to determine the funding source early, as it impacts the required documentation and contract language. For example, if federal funds are being used, specific federal provisions must be included in both the procurement request and the resulting contract. Notifying Purchasing of the funding source upfront ensures compliance and avoids delays.

Follow the link below to review existing price agreements, contracts, or cooperative agreements that might be applicable to this request. You might be able to use an existing price agreement/contract to save time and money.

Pavilion: Free Cooperative Contract Search for Governments (please work with Purchasing if you find an existing or cooperative contract that might work)

Submit via Submit Purchase Requests or the appropriate email address:

Determination requests to purchasing_det@santafenm.gov

All other requests to purchasing@santafenm.gov

Thank you for submitting this scope of work for my review.

Regards, Travis Dutton-Leyda Chief Procurement Officer City of Santa Fe 200 Lincoln Avenue Santa Fe, NM 87501 505-629-8351 tkduttonleyda@santafenm.gov

Book time to meet with me mailto:accountspayable@santafenm.gov https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fintranet.santafenm.gov%2Ffinance_1&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296346492%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=dk9ZYvUN2UT4ozjCAKx3m8rASUJTrbb8u6%2FK%2FEKWoGQ%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fprocurement.opengov.com%2Fgovernments%2F1784201%2Fprojects&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296364754%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=aEweEv0kAQ1Vp%2FdmGI73TTG8Lkvnbs%2B28285o47qX1s%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.withpavilion.com%2F&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296384045%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=FvOgJCB7HCBIj0c5OlwPtcg21933SS1GHb5U4hJOZ2Q%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fprocurement.opengov.com%2Fgovernments%2F1784201%2Fprojects&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296400783%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=%2FE4di3U9%2FRicvf%2BbdtcX8TA7esFeN0wYQRI02zs1gFE%3D&reserved=0 mailto:purchasing_det@santafenm.gov mailto:purchasing@santafenm.gov mailto:tkduttonleyda@santafenm.gov https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Foutlook.office365.com%2Fbookwithme%2Fuser%2Fe6e5a29dada746228cc27b26b5558dd1%40santafenm.gov%3Fanonymous%26ep%3Dsignature&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296423959%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=P%2F%2BLwl6DZJXY%2BMOWv%2FrQlXOMDt88E2MKeDigqBmrXX4%3D&reserved=0

Vendor Registration Sites and Current Procurement Opportunities:

[ERP] https://cityofsantafenm.tylerportico.com/va/vendor-access [OpenGov - eProcurement] https://procurement.opengov.com/portal/santafenm [Additional opportunities] https://www.withpavilion.com/

Internal Link: https://intranet.santafenm.gov/central_purchasing_division_cpd

“Unless someone like you cares a whole awful lot, nothing is going to get better. It's not.”

― Dr. Seuss, The Lorax

From: LOVATO, JOANN D. <jdlovato@santafenm.gov> Sent: Thursday, June 4, 2026 4:05 PM To: Purchasing DET <purchasing_det@santafenm.gov> Cc: CHAVEZ, FAVIOLA A. <fachavez@santafenm.gov>; BROWNING, CHRISTINA X.

<cxbrowning@santafenm.gov> Subject: Determination for CDBG

Good afternoon, Please provide a service determination on the following.

Thank you.

ELIGIBLE ACTIVITIES

The CDBG regulations require that grantees expend not less than 70% of their annual CDBG grant fund for activities that benefit LMI persons. This is one of the key factors in selection of eligible activities. The determination of LMI is based on a percentage of the area’s Average Median Income (AMI). Specifically, the eligibility threshold is less than 80% of the current AMI.

Current data can be found at this link: 2._SFHP_Pricing_2025-REVISED-2_.19.26.pdf The annual income must be verified for a person, family or household only for direct benefit activities such as homeownership assistance, home improvement, or receipt of public service.

Income verification of the eligibility of individual persons, families or households is not needed for the following national objectives: area benefit, presumed limited clientele, slum/blight, or urgent need. According to HUD, presumed limited clientele include abused children, battered spouses, severely disabled adults, homeless persons, illiterate adults, persons with AIDS, migrant farm workers and the elderly.

ELIGIBLE ACTIVITIES

https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcityofsantafenm.tylerportico.com%2Fva%2Fvendor-access&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296452306%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=ov3S7eVs0jwy1zE%2B%2BGkGb8XmiXJ%2Bzo4uTRtvUmhAt6E%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fprocurement.opengov.com%2Fportal%2Fsantafenm&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296475632%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=oPQJoWkjKhWe1zh57WcX5o24E5yC1%2Bd7l5Eo%2FDTscJo%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.withpavilion.com%2F&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296501378%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=JR4yDx847VC0OcorKlsXdS3WaQ7ekZcwz7YpKc%2FeeW0%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fintranet.santafenm.gov%2Fcentral_purchasing_division_cpd&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296526617%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=BqBPJDVen6eV%2BpDlMQYHHQbToPitcDshR1MxAyqK4N0%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.goodreads.com%2Fwork%2Fquotes%2F886002&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296543857%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=DUBEwr5SlFlYocLcJ6n6T1X%2F1gc%2FkIOavTiuRbKy%2BaA%3D&reserved=0 https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsantafenm.gov%2F2._SFHP_Pricing_2025-REVISED-2_.19.26.pdf&data=05%7C02%7Cjdlovato%40santafenm.gov%7C401b5fe06738449939a608dec2870323%7C77b69f5a55ed436386164867b0bc707f%7C0%7C0%7C639162082296564843%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=NYNIqjxpuEH8Y1gDVlTsFWy06XtNPfyHiRnYgc%2FAjXA%3D&reserved=0

Some Eligible Activities that can be funded by CDBG include but are not limited to the following. (The complete list is in 24 CFR Part 570.201).

A. Housing Activities Assist existing homeowners with the repair, rehabilitation or reconstruction of owner-occupied units. Financial assistance through loans or grants are made for emergency repair programs, spot rehabilitation, or full house rehabilitation for existing homes.

Special purpose programs include improving the energy efficiency of a home, handicap accessibility, emergency repairs and weatherization.

Direct assistance to facilitate and expand LMI homeownership by subsidizing interest rates and mortgage principal amounts, financing the cost of acquiring property, pay all or part of the premium on behalf of the homebuyer mortgage insurance, pay any or all the reasonable closing costs associated with the home purchase and pay up to 50% of the down payment required by mortgagee;

Assistance to rehabilitate privately owned residential buildings and improvements; low-income public housing and residential buildings; publicly and privately owned commercial or industrial buildings for exterior improvements and code violations; non-profit owned nonresidential buildings and improvements; and manufactured housing, when considered part of the permanent housing stock;

Acquisition of property for an eligible rental or homeownership housing project;

Conversion of a closed building from one use to residential such as a closed school;

Activities to prevent the abandonment and deterioration of housing acquired through tax foreclosure including making essential repairs to the housing and paying operating expenses to maintain its habitability.

B. Real Property Acquisition of Real Property, by purchase, long term lease, donation or otherwise, for the purposes of providing affordable housing, public services, or a public facility.

Disposing of real property refers to the sale, lease and donation of real property. Costs related to the sale, lease, or donation of real property acquired with CDBG funds are CDBG-eligible;

Lead Based Paint Hazard Evaluation and Reduction. The costs associated with the evaluation and reduction of lead-based paint hazards as either its own activity or as part of a rehabilitation activity;

Historic Preservation. The preservation and restoration of publicly and privately owned properties of historic significance are generally eligible under CDBG;

Renovation of Closed Buildings for the use as an eligible public facility as well as both residential and commercial facilities.

Energy Efficiency Activities such as weatherizing a home or apartment complex, finance energy efficient rehabilitation work and install wind and solar equipment;

Handicapped Accessibility. Removal of material and architectural barriers that restrict the mobility or accessibility of elderly or handicapped persons.

C. Public Facilities and Public Improvements (defined as all facilities and improvements that are publicly owned or are owned by a non-profit and open to the public during normal working hours) Acquisition, construction, reconstruction, rehabilitation or installation of public facilities, except buildings for general conduct of government. Activities may include design features that promote energy efficiency and architectural design features and treatments intended to enhance aesthetic quality of facilities. Examples of public facilities include: homeless facilities, senior centers, childcare centers, facilities for AIDS patients, parks and recreational facilities, neighborhood facilities, and Health facilities. (For a complete list refer to 24 CFR 570.201(c));

Public Improvements such as installation, construction and rehabilitation of infrastructure (water/sewer lines, streets and sidewalks). CDBG funds cannot be used for maintenance of these facilities and improvements. This category generally also does not include operating costs

D. Public Service Activities (subject to 15% cap).

Provision of public services that stabilize housing situations, prevent or end homelessness, and support sustainable homeownership are the main priorities for the City’s CDBG funding. If the applicant is applying for CDBG funding for the first time, the proposed services must be a new or quantifiable increase in the level of an existing service which has been provided by the grantee or another entity on its behalf. This means that the applicant must show an increased deliverable, such as persons or households served. The CDBG program restricts the amount of funding for public services to no more than 15% of the annual grant award. Therefore, public service projects are highly competitive for any given grant year.

E. Other Types of Assistance Relocation payments and assistance to displaced persons;

Payment to housing owners for losses of rental income incurred in holding units for persons displaced;

Provision of fair housing counseling services and activities

JoAnn D. Lovato Montaño, CPO Procurement Manager City of Santa Fe 200 Lincoln Avenue Santa Fe, NM 87501

C: (505) 469-6045 jdlovato@santafenm.gov mailto:jdlovato@santafenm.gov