HomeMy WebLinkAboutResolution - 4836 - Agreement - Norwest Bank Texas, NA & CMC Inc - CDBG NCNRP, CH Neighborhood - 05_11_1995Resolution No. 4836
May 11, 1995
Item #35
RESOLUTION
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock BE and is hereby authorized and directed to
execute for and on behalf of the City of Lubbock an Agreement between Norwest Bank Texas,
N.A. and Chatman Memorial Center, Inc. implementing the CDBG New Construction
Neighborhood Revitalization Project in the Chatman Hill Neighborhood. Said Agreement is
attached hereto and incorporated in this Resolution as if fully set forth herein and shall be
included in the minutes of the Council.
Passed by the City Council this
ATTEST:
betty A Johnson,City Secretary
CONTENT:
Coordinator
APPROVED AS TO FORM:
Linda L. Chamales, Assistant City Attorney
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May 2, 1995
Resolution No. 4836
May 11, 1995
Item #35
AGREEMENT
STATE OF TEXAS
COUNTY OF LUBBOCK §
This Agreement is entered into this 11 th day of May , 1995, by and
between CITY OF LUBBOCK (herein called "City"), NORWEST BANK TEXAS, N.A. (herein
called "Norwest" ), and CHATMAN MEMORIAL CENTER, INC. (herein called "Chatman").
WHEREAS, the City Council of the City of Lubbock has designated Chatman Hill as a
target neighborhood for the 1994-95 Community Development Block Grant (CDBG) funding
year; and
WHEREAS, the City has approved a New Construction Neighborhood Revitalization
Project for the Chatman Hill Neighborhood and has allocated four hundred thousand dollars
($400,000.00) of Community Development Block Grant funds pursuant to the Housing and
Community Development Act of 1974, 42 U.S.C. 5301 d=. and 24 CFR Subtitle A, Part 570;
and
WHEREAS, Chatman Memorial Center has entered into a contract with the City of
Lubbock to manage the CDBG New Construction Neighborhood Revitalization Project in the
Chatman Hill Neighborhood (herein called "Revitalization Project"); and
WHEREAS, Norwest Bank Texas, N.A. desires to assist the citizens in the Chatman Hill
Neighborhood in their revitalization effort by setting aside two million dollars ($2,000,000.00) of
mortgage lending funds for this purpose; and
WHEREAS, the accomplishment of the above public purpose is the predominate purpose
of this transaction; continuing supervision by the City together with statutory and contractual
requirements provide sufficient assurance that the public purpose will be accomplished;
NOW THEREFORE, it is agreed between the parties hereto that:
A. City Responsibilities
1. City agrees to provide Chatman assistance from CDBG Grant funds in an
amount not to exceed four hundred thousand and no/100 dollars (400,000.00) as
provided in the Community Development Block Grant Between the City of
Lubbock and Chatman Memorial Center, Inc. dated August 11, 1994, a copy of
which is attached as Exhibit A and incorporated herein as if fully set forth.
2. City and Chatman agree that any provision of the August:, 1994, Agreement
(attached as Exhibit A) which conflicts with or is made inapplicable by this
Agreement between City, Norwest, and Chatman, shall be governed by the new
Agreement except that paragraph VI.H. of the August, 1994, Agreement shall
remain in effect..
3. City agrees to provide the services to Chatman listed in Section A. 3 of the
above described contract (Exhibit A).
4. In addition, City agrees to assist Chatman in determining policies for
qualification of applicants for down payment and closing cost assistance out of the
Community Development Block Grant Between the City and Chatman.
B. Chatman Responsibilities
1. Chatman agrees to provide the services listed in Section B. of the above
described contract (Exhibit A) except those made inapplicable by this Agreement.
2. In addition, Chatman agrees to provide the following services:
a. Provide lots to the best of its ability for construction of new homes
under the CDBG New Construction Neighborhood Revitalization Project
in the Chatman Hill Neighborhood, the lots to be deeded by Chatman to
the approved contractor selected by the loan applicant who will construct
a residence on the lot or lots in accordance with the requirements and
specifications of Chatman and Norwest.
b. Develop policies for approving applicants for loan of CDBG funds for
down payment and closing cost assistance in the Revitalization Project
c. Provide loan/grant assistance from CDBG funds for down payment and
closing costs of qualifying applicants who have been prescreened and
approved (by the nonprofit agency recommended by Norwest), for long
term mortgage loans under the Revitalization Project. Said CDBG loans
shall be subordinate to the Norwest mortgage.
d. Approve plans, specifications, and contractors for the construction of
the new homes.
e. Hire an architect and an attorney to advise Chatman Memorial Center in
administering this project if necessary.
f. Provide all marketing for the project.
CrrY/NORWEST/CHATMAN AGREEMENT — Page 2
W
g. Provide quarterly written progress reports to the Urban Renewal Board
and to City beginning 90 days from the date of this Agreement and
continuing until Chatman's responsibilities under this Agreement are
completed.
3. Approved applicants will execute a Mechanic's Lien Contract and a Mechanic's
Lien Note with a Contractor of their choice from a list of contractors listed with
the City of Lubbock as cleared by the Department of Housing and Urban
Development and approved by Norwest and Chatman, to construct the residence.
4. Pursuant to such guidelines as Chatman shall from time to time develop and,
where appropriate, modify, Chatman shall award loan/grants to qualified applicants
in varying amounts, the loan/grants to be used and applied by the applicant to the
down payment and closing costs of the new residence purchased by the applicant
and constructed by the Contractor, the balance of the purchase price to be financed
by Norwest. Applicant shall execute an Agreement and such other documents as
may be required and in form and substance satisfactory to Chatman (and City)
acknowledging:
a. Receipt of the grant;
b. That the grant constitutes taxable income to the applicant;
c. That the approved applicant is satisfied with the work as completed by
the contractor and that Chatman, City and Norwest bear no responsibility
for any negligent acts, defects, faulty work or uncompleted work by the
contractor;
d. That if the residence is voluntarily sold by the applicant on or before
five years from the date of the closing, that the amount of the loan/grant
given the applicant by Chatman shall be repaid from the proceeds of the
sale in full;
e. That if the applicant defaults in the payment of the first lien note causing
Norwest to foreclose within the first five years, and if on foreclosure the
involuntary sale of the residence brings proceeds in excess of the amount
owed Norwest on its note and the costs of sale, the overage shall be paid to
Chatman in an amount up to but not exceeding the amount of the
loan/grant prior to disbursement back to the applicant; and
f. Any other provisions as required by Chatman or City.
CTTY/NORWEST/CHATMAN AGREEMENT — Page 3
S. Notwithstanding the foregoing, the responsibilities and obligations of Chatman
under this agreement are expressly limited as follows:
a. Chatman shall have no liability, obligation or responsibility whatsoever
with respect to the construction of any new home except to within its
guidelines award grants to be applied toward the down payment and/or
closing costs, all grants to be made within its sole discretion;
b. Chatman shall have no responsibility or obligation in any way with
regard to the quality of the construction, the material used or the
workmanship incorporated into the construction of any home;
c. Chatman shall have no responsibility to inspect the progress or quality
of the construction of any home and shall in no way be required to render
an opinion or certify to Norwest or the City as to the quality of
construction or the percentage of completion of construction;
d. Chatman shall have no liability or responsibility, nor is it assuming any
liability, for the performance, non-performance or default of any contractor
or subcontractor or for any failure of any contractor or subcontractor to
construct, complete, protect or insure any home, or for the payment of any
cost or expense incurred in connection therewith, nor shall it directly or
indirectly guarantee the performance of any obligation of any applicant
who receives a grant pursuant to this Project.
C. Norwest Responsibilities
1. Norwest agrees to set aside and lend up to a maximum of two million dollars
($2,000,000.00) for interim construction of new homes for qualified applicants
under the Revitalization Project.
2. In addition, Norwest agrees as follows in connection with the interim
construction financing of new homes for qualified applicants under the
Revitalization Project:
a. Refer all applicants approved for a first lien mortgage to Chatman with
regard to a down payment and closing costs required in order to obtain the
first lien mortgage; and
b. Make all necessary inspections, as deemed necessary by Norwest,
during the construction of each new home; and
c. On interim loans, lend up to 80% of the appraised value or sales price of
a home, whichever is less, for any approved applicant; and
CITY/NORWEST/CHATMAN AGREEMENT — Page 4
d. On permanent loans, lend up to 97% of the appraised value or sales
price of a home, whichever is less, for any approved applicant; and
e. In no event shall Norwest be required to provide interim financing for
any home that is not presold. All loans made by Norwest pursuant to this
agreement, shall be charged a 1% origination fee. Additionally, all such
loans shall have a floating interest rate factor equal to 2% per annum plus
the prime interest rate announced by Norwest for mortgage loans.
3. Notwithstanding the foregoing, the responsibilities and obligations of Norwest
under this Agreement are expressly limited as follows
a. Norwest shall have no obligation to fund any interim construction loan
until all loan documents required by Norwest have been executed and/or
assigned to Norwest, in a form and substance satisfactory to Norwest; and
b. Norwest shall only be obligated to make advances or fund the interim
construction loan in accordance with a percentage of the completion of the
home as determined by Norwest in its sole discretion; and
c. Norwest shall have no liability, obligation or responsibility whatsoever
with respect to the construction of any new home except to advance the
proceeds of the interim construction loan; and
d. Norwest shall have no responsibility or obligation in any way with
regard to the quality of the construction, the material used, or the
workmanship incorporated into the construction of any home; and
e. Inspections by Norwest shall relate solely to the percentage of the
completion of the home in order to determine whether an advance is
appropriate and in no way shall Norwest have the obligation or
responsibility to inspect the construction of the residence to determine
whether (1) the construction has been performed in a good and
workmanlike manner; or (ii) the construction has been performed in
accordance with the plans and specifications; and
f. Norwest assumes no liability as a result of the inspection of the
construction of any home nor is Norwest assuming any liability for the
performance or default of any contractor or subcontractor, or for any
failure of any contractor or subcontractor to construct, complete, protect
or insure any home, or for the payment of any cost or expense incurred in
connection therewith, or for the performance or nonperformance of any
obligation of any applicant; and
ary/NORWEST/cHATMAN AGREEMENT - Page 5
H.
g. All loans made by Norwest pursuant to this agreement, shall be subject
to and in accordance with the current loan policies and requirements then
followed by Norwest.
This Agreement shall commence May 11, 1995, and shall terminate May 11, 1996. Upon
termination of this Agreement, Norwest shall have no further obligation to fund interim
construction of homes with regard to the Revitalization Project. The term of this
Agreement and the provisions herein may be extended by written agreement of the
parties.
Communication concerning this Agreement shall be directed to the following
representatives:
Juan A. Reyes with copy to: Linda L. Chamales
Housing and Rehabilitation Coordinator Assistant City Attorney
City of Lubbock City of Lubbock
P. O. Box 2000 P. O. Box 2000
Lubbock, Texas 79457 Lubbock, Texas 79457
Harold Chatman, President with copy to: R. Byrn Bass, Jr.
Chatman Memorial Center, Inc. HARDING, BASS, FARGASON, &
2316 Date BOOTH
Lubbock, Texas 79404 P. O. Box 5950
Lubbock, Texas 79408
Greg K. Garrett with copy to: Mark W. Harmon
Norwest Bank Texas, N.A. CRENSHAW, DUPREE & MILAM,
P. O. Box 1241 L.L.P.
Lubbock, Texas 79408 P. O. Box 1499
Lubbock, Texas 79408-1499
CITY/NORWEST/CHATMAN AGREEMENT -- Page 6
IV. GENERAL CONDITIONS
A. General Compliance
All parties agree to comply with all applicable Federal, State and local laws and
regulations governing the funds under this Agreement which were made available
under City's Community Development Block Grant.
B. Amendments
The parties may amend this Agreement at any time provided that such amendments
make specific reference to this Agreement and are executed in writing, signed by a
duly authorized representative of both organizations and approved by the City
Council if required by law.
City may, in its discretion, amend this Agreement to conform with federal, State or
local governmental guidelines, policies and available funding amounts or for other
reasons. If such amendments result in a change in the funding, the scope of
services, or the activities to be undertaken as part of this Agreement, such
modifications will be incorporated only by written amendment signed by all parties.
C. Conflict of Interest
All parties agree to abide by the provisions of 24 CFR 570.611 with respect to
conflicts of interest, and each party covenants that it presently has no financial
interest, direct or indirect which would conflict in any manner or degree with the
performance of the services required under this Contract and that no person having
such an interest will be employed as or by the subcontractor carrying out this
Agreement.
C=/NORWEST/CHATMAN AGREEMENT -- Page 7
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first
written above.
ATTEST:
CHATMAN MEMOI
.3jAL CENTER, INC.
UAROLD CHATMAN, PRESIDENT
AS TO CONTENT: NORWEVIBANK TEXAS, N.A.
>, LAWRENCE, PRESIDENT
[,ehabilitation Coordinator
TO FORM:
Linda L. Chamales, Assistant City Attorney
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April 28, 1995
M Y/NORWESVCHATMAN AGREEMENT — Page 8
Resolution No. 4576
August 11, 1994
Item I19
COMMUNITY DEVELOPMENT BLOCK GRANT
BETWEEN
THE CITY OF LUBBOCK AND
CHATMAN MEMORIAL CENTER, INC.
EXHIBIT
STATE OF TEXAS § A
COUNTY OF LUBBOCK § -- -- - --� - ---
This Agreement entered into this 11 th day of August, 1994, by and between the
CITY OF LUBBOCK (herein called 'City') and CHATMAN MEMORIAL CENTER, INC.
(herein called "Grantee').
WHEREAS, the City Council of the City of Lubbock has designated Chatman Hill as a
target neighborhood for the 1994-1995 Community Development Block Grant (CDBG) funding
year; and
WHEREAS, the City has approved a New Construction Neighborhood Revitalization
Project for the Chatman Hill Neighborhood and has allocated FOUR HUNDRED THOUSAND
DOLLARS ($400,000) of Community Development Block Grant funds pursuant to the Housing
and Community Development Act of 1974, 42 U.S.C. 5301 g.. and 24 CFR Subtitle A, Part
570-, and
WHEREAS, the Grantee is a neighborhood based nonprofit corporation offering services
to the Chatman Hill Neighborhood of Lubbock; and
WHEREAS, Grantee proposes to manage the CDBG New Construction Neighborhood
Revitalization Project in the Chatman Hill Neighborhood; and
WBFREAS, the services provided by the Grantee benefit residents of the area and consti-
tute a valuable public service; and
W IMEAS, the City Council of the City of Lubbock has declared the services provided
by the Grantee to be a public purpose; and
WHEREAS, the Grantee and the services it provides have been found to meet the criteria
for funding under 24 CFR Subtitle A Part 570.201; and
the accomplishment of the above public purpose is the predominate purpose
of this transaction; continuing supervision by the City together with statutory and contractual re-
quirements provide sufficient assurance that the public purpose will be accomplished; the City
Council has found that the Grantee has the special expertise, knowledge and experience necessary
for the management of the New Construction Neighborhood Revitalization Project and that the
City will receive adequate consideration in the form of substantial public benefit; and
WHEREAS, the City desires to contract with the Grantee to make available assistance for
the management of the New Construction -Neighborhood Revitalization Project;
NOW THEREFORE, it is agreed between the parties hereto that:
SCOPE OF SERVICE
A. City Responsibilities
1. City agrees to provide Grantee assistance from CDBG Grant funds
in an amount not to exceed FOUR HUNDRED THOUSAND
AND N01100 DOLLARS ($400,000.00) in return for Grantee
performing the activities set forth in this Agreement as
consideration for said funds.
2. CiWs financial assistance will be limited to the following:
a. The assistance made available through this Agreement shall
be used by the Grantee for the purpose of management and
new construction in the Neighborhood Revitalization
project for the Chatman Hill Neighborhood; and
b. No more than ten percent (101%) of the funds actually
utilized through this Agreement may be spent for
administrative costs.
3. City will provide the following services:
a. Provide Grantee with a copy of the current U. S.
Department of Labor's Wage Determination for inclusion in
the bid and contract documents for the construction
process;
b. Review bid selection process prior to contract award for
construction work;
C. Obtain a contractor's clearance from the Department of
Housing and Urban Development;
d. Conduct a preconstruction conference with the contractor
to review the Davis -Bacon Act, the Contract Work Hours,
COMMUNNY DEVEEDMEn BLOM oR.ANr AGREE CWr
CHAT MAN MEMORW. CIMER, INC. — PAGE 2
and Safety Standards Act, and other applicable federal, state
and local labor requirements;
e. Monitor contractor's compliance with all labor standards
provisions applicable to the Community Development Block
Grant Program during construction period and certify on
each periodic payment request that all labor standards
provisions have been satisfied.
B. Grantee's Responsibilities
1. Grantee agrees to use the funds made available through this
Agreement solely for the purpose of new construction in the
Neighborhood Revitalization Project in the Chatman Hill
Neighborhood, except that up to ten percent (1("/o) of the funds
actually utilized through this Agreement may be spent for
administrative costs; and
2. Grantee agrees to avail itself of the services of the Lubbock
Housing Financing Corporation for assistance in providing the
services required by this Agreement; and
3. Grantee agrees to provide written progress reports to the Urban
Renewal Board and to City every thirty (30) days beginning thirty
(30) days from the date of this Agreement and continuing until
Grantee's responsibilities under this Agreement are completed; and
4. Upon completion of this project, if the entire funded amount is not
used, Grantee agrees to refund any unused portion to the City
within thirty (30) days; and
5. Grantee agrees to work with lending institutions, e.g. banks and/or
mortgage finance companies, to secure commitments for leveraging
available new construction funding and loan servicing; and
6. Grantee agrees to develop designs for homes which are compatible
with the Chatman Kill neighborhood and acceptable to area citizens
as well as the Urban Renewal Board and also to develop plans to
promote the use of neighborhood contractors in participation with
residential construction contractors; and
7. Grantee agrees to develop in cooperation with the Housing and
Rehabilitation Section of the City of Lubbock, a design for new
home purchase loans that will attract homebuyers and stimulate the
CON AUNny DEVEIAPMENr BLOCK GRANT AGREE M
CHATMAN MEMORIAL CENUP, DIC. — PAGE 3
new housing construction climate in the Chatman Hill
neighborhood; and
S. Grantee agrees to develop and implement an Affirmative Fair
Marketing Strategy; and
9. Grantee agrees to ensure that any funds awarded are used in a
manner consistent with CDBG requirements and in strict
accordance with any applicable federal, state or local laws; and
10. Grantee agrees to ensure that homes built under the construction
contract of the project will be constructed in phases to test the
marketability of said homes; and
11. Grantee agrees to ensure that any leveraged funds by local banks
and/or lending institutions are confirmed by the Urban Renewal
Board; and
12. Grantee agrees to solicit for construction work through the
competitive bid process which shall include formal advertisement,
acceptance of sealed bids, the public opening of those bids, and
awarding the construction contract to the lowest responsible bidder
if said bidder is eligible for clearance for the Department of Housing
and Urban Development; and
13. Grantee agrees that none of the services covered by this Agreement
will be subcontracted without the prior written consent of the City,
and
14. Grantee agrees to return to the City any program income received
or accounts receivable which are attributable to the use of
Community Development Block Grant funds; and
15. Grantee agrees to establish homeownership training classes, credit
counseling sessions and other appropriate methods of assistance for
potential buyers in cooperation with other local agencies; and
16. Grantee agrees, in conjunction with the Chatman Hill l
Neighborhood Association, to develop a strategy for making the
Chatman 10 commurdy attractive to young families with children
or of child bearing age through the provision of low to moderate
income housing and efforts to make the neighborhood safe and
conductive to child rearing; and
IN • • 84y :9 "M i •
19
"11
R 11
V.
17. Grantee agrees to continue to investigate economic and residential
development opportunities for the Chatman Dill neighborhood; and
18. Grantee agrees to attend and to participate in all scheduled program
training and administrative duties.
This Agreement shall commence August 11 1994, and shall terminate
August 11 . 1995. The term of this Agreement and the provisions herein
shall be extended to cover any additional time period during which Grantee
remains in control of CDBG funds or other assets including program income.
�'AYMENT
City will pay to Grantee up to FOUR HUNDRED THOUSAND AND N0/100
DOLLARS (S400,000.00) to Grantee based upon the receipt of requests for funds
and project expense summaries for the bidding, contracting and construction costs
incurred for the construction of new homes under the CDBG New Construction
Neighborhood Revitalization Project in the Chatman Kill Neighborhood. Grantee
will make payments in a timely manner to the Contractor.
NOTICES
Communication and details concerning this Agreement shall be directed to the
following contract representatives:
Juan A. Reyes
Housing and Rehabilitation
Coordinator
City of Lubbock
P. O. Box 2000
Lubbock, Texas 79457
ESPECIAL CONDITIONS
Harold Chatman
President
Chatman Memorial Center, Inc.
2316 Date
Lubbock, Texas 79404
Grantee agrees to comply with the requirements of Title 24, Code of Federal
Regulations, Part 570 of the Housing and Urban Development regulations
concerning the CDBG program and all Federal regulations and policies issued
pursuant to these regulations.
COMMUNITY DEVELOPMENT BLOCK GRANT AGREEMENT
CHATMAN t a"JAL CENTER, INC. -- PAGE 5
VI. GENERAL CONDMQNS
A. General Compliance
Grantee agree to comply with all applicable Federal, State and local laws and
regulations governing the funds provided under this Agreement which were avail-
able under City's Community Development Block Grant.
B. Independent Contractor
Nothing contained in this Agreement is intended to, or shall be construed in any
manner, as creating or establishing the relationship of employer/employee between
the parties. Grantee shall at all times remain an independent contractor with re-
spect to the services to be performed under this Agreement. City shall be exempt
from pay of all Unemployment Compensation, FICA, retirement, life and/or medi-
cal insurance and Worker's Compensation Insurance as the Grantee is an
independent Grantee.
C. Hold Harmless
Grantee shall hold harmless, defend and indemnify City from any and all claims,
actions, suits, charges and judgments whatsoever that arise out of Grantee's per-
formance or nonperformance of the services or subject matter called for in this
Agreement.
D. Workers Compensation
Grantee shall carry sufficient insurance coverage to protect contract assets from
due to theft, fraud and/or undue physical damage, and as a minimum shall purchase
a blanket fidelity bond covering all employees in an amount equal to cash advances
from City.
E. Insurance and Bonding
Grantee shall carry sufficient insurance coverage to protect contract assets from
loss due to theft, fraud and/or undue physical damage, and as; a minimum shall pur-
chase a blanket fidelity bond covering all employees in an amount equal to cash
advances from City.
F. City Recognition
Grantee shall insure recognition of the role of City's Community Development
Block Grant Program in providing funding through this Agreement. All activities,
facilities and items utilized pursuant to this Agreement shall be prominently labeled
as to funding source. In addition, Grantee will include a reference to the support
coheAumnY DEVELCWNIERT BLOCK GRANT AGREEMENT
CHATMAN MEMORIAL CENTER, INC. - PAGE 6
provided herein in all publications made possible with funds made available under
this Agreement.
G. Amendments
City or Grantee may amend this Agreement at any time provided that such
amendments make specific reference to this Agreement, and area executed in
writing, signed by a duly authorized representative of both organizations and
approved by the City Council if required by law. Such amendments shall not in-
validate this Agreement, nor relieve or release City or Grantee from its obligations
under this Agreement.
City may, in its discretion, amend this Agreement to conform with Federal, State
or local governmental guidelines, policies and available heeding amounts, or for
other reasons. if such amendments result in a change in the funding, the scope of
services, or the activities to be undertaken as part of this agreement, such modifi-
cations will be incorporated only by written amendment signed by both City and
Grantee.
H. Suspension or Termination
Either party may terminate this Agreement at any time by giving written notice to
the other party of such termination and specifying the effective date thereof at least
thirty (30) days before the effective date of such termination. Partial termination
of the Scope of Service in Paragraph I.B above may only be undertaken with the
prior approval of City. in the even of any termination for convenience, all finished
or finished documents, data, studies, surveys, maps, models,, photographs, reports,
or other materials prepared by Grantee under this Aft shall at the option of
the City, become the property of City, and Grantee shall be. entitled to receive just
and equitable compensation for any satisfactory work completed on such docu-
ments or materials prior to the termination.
City may also suspend or terminate this Agreement, in whole or in part, if Grantee
materially fans to comply with any term of this Agreement, or with any of the
rules, regulations, or provisions referred to herein, and the City may declare the
Grantee ineligible for any further participation in City contracts, in addition to
other remedies as provided by law. In the event there is probable cause to believe
Grantee is in noncompliance with any applicable rules or regulations, City may
withhold up to fifteen percent (15%) of said Contract fiends until such time as
Grantee is found to be in compliance by City or is otherwise adjudicated to be in
compliance.
•• i i c • is :1 • s • c • aym
VII. ADMINISTRATIVE REQUIREMENTS
A. Financial Management
Grantee agrees to comply with Attachment F of OMB Circular A-110 and
agrees to adhere to the accounting principles and procedures required
therein, utilize adequate internal controls, and maintain necessary source
documentation for all costs incurred.
r _• 0s . T
Grantee shall administer its program in conformance with OMB Circular
A 122, "Cost Principles for Nonprofit Organizations," or A 21, "Cost
Principles for Educational Institutions," as applicable, for all costs incurred
whether charged on a direct or indirect basis.
B. Documentation and Record -Keeping
1. Records to be Maintained
Grantee shall maintain all records required by the federal regulations speci-
fied in 24 CFR 570.506, and that are pertinent to the activities to be funded
under this Agreement.
2. Retention
Grantee shall retain all records pertinent to expenditures incurred under this
Agreement for a period of three (3) years after the termination of an activi-
ties funded under this Agreement, or after the resolution of all Federal
audit findings, whichever occurs later.
3. Chem Data
Grantee shall maintain client data demonstrating client eligibility for serv-
ices provided. Such data shall include, but not be limited to, client name,
address, income level other basis for determining eligibility, and description
of service provided. Such information shall be made available to City
monitors or their designees for review upon request.
CONOAUNrrY DEVEIAPMFNr BIACK GRANT AGREE GNr
CHATMAN MEMORIAL CFN 1M INC. — PAGE 2
i. • T t
All Grantee records with respect to any matters covered by this Agreement
shall be made available to City, their designees or the Federal Government,
at any time during normal business hours, as often as City deems necessary,
to audit, examine, and make excerpts or transcripts of all relevant data.
Any deficiencies noted in audit reports must be fully cleared by Grantee
within thirty (30) days after receipt by the Grantee. Failure to comply with
the above audit requirements will constitute a violation of this Agreement
and may result in the withholding of future payments.
VIII. PERSONNEL AND PARTICIPANT CONDMONS
A Civil Rights
1. Compliance
Grantee agrees to comply and to require all subcontractors to comply with
Title VI of the Civil Rights Act of 1964, as amended, Tittle VIII of the Civil
Rights Act of 1968, as amended, Section 109 of Tittle I of the Housing and
Community Development Act of 1974, Section 504 of the Rehabilitation
Act of 1973, the Americans with Disabilities Act of 1990, the Age of Dis-
crimination Act of 1975, Executive Order 11063, and with Executive
Order 11246, as amended by Executive Orders 11375 and 12086.
2. Land Covenants
This Agreement is subject to the requirements of Title VI of the Civil
Rights Act of 1964 and 24 CFR 670 Part I. In regard to the sale, lease, or
other transfer of land acquired, cleared or improved with assistance pro-
vided under this Agreement, Grantee shall cause or require a covenant
running with the land to be inserted in the deed or lease for such transfer,
prohibiting discrimination in the sale, lease, or rental, or in the use or occu-
pancy of such land, or in any improvements erected or to be erected
thereon, providing that the City and the United States are beneficiaries of
and entitled to enforce such covenants. Grantee also agrees to take such
measure as are necessary to enforce such covenant and will not itself so
discriminate.
COIvAdU Y DEVEWP14MT BLOCK GRANT AGRE NONr
CHA1UM MEMOMAL CFNTER, INC. — PAGE 9
B. - Employment Restrictions
Grantee agrees to comply and require all subcontractors to comply with the
requirements of the Secretary of Labor in accordance with the Davis -
Bacon Act, as amended, the provisions of Contract Work Hours, the
Safety Standards Act, the Copeland "Anti -Kickback" Act and all other
applicable Federal, State and local laws pertaining to labor standards inso-
far as those acts apply to the performance of this Agreement. Grantee will
maintain documentation which demonstrates compliance with hour and
wage requirements of this part; this documentation shall be made available
to the City to the City for review upon request.
Grantee agrees that all contractors engaged under contracts in excess of
TWO THOUSAND AND N01100 DOLLARS ($2,000.00) for construc-
tion, renovation or repair of any building or work financed in whole or in
part which assistance provided under this Agreement shall comply with
Federal requirements adopted by the City pertaining to such contracts and
with the applicable requirements of the regulations of the Department of
Labor under 29 CFR Parts 1, 3, 5 and 7 governing payment of wages and
ratios of apprentices and trainees to journeymen; provided, -that if water
rates higher than those required under the regulations are imposed by State
or local law, nothing hereunder is intended to relieve Grantee of its obliga-
tion, if any, to require payment of the higher wage. Grantee shall cause or
require to be insured in full, in all such contracts subject to such regulation,
provisions meeting the requirements of this paragraph for contracts in
excess of TEN THOUSAND AND N01100 DOLLARS ($10,000.00).
2. 'Section 3" Clause
Grantee agrees to comply with the provisions of Section 3 and to include
the following clause in all subcontracts executed under this Agreement:
"The Work to be performed under this Contract is a project
assisted under a program providing direct federal finance
assistance from HUD and is subject to the requirements of
Section 3 of the Housing and Urban Development Act of
1968, as amended. Section 3 requires that to the greatest
extent feasible opportunities for training and cmployment be
given to lower income residents of the project area and
contracts for work in connection with the project be
awarded to business concerns which are located in or
owned in substantial part by persons residing in the areas of
the project."
COMMUNrrY DEVELOPMENT BLACK GRANT AGREEMENT
CHATMAN MEMORIAL CENTM M. - PAGE 10
C. Conduct
Grantee is prohibited from using funds provided herein or personnel
employed in the administration of the program for political activities; sea
tarian, or religious activities; lobbying, political patronage, and nepotism.
Grantee and City agree to abide by the provisions of 24 CFR 570.611 with
respect to conflicts of interest, and Grantee covenants that it presently has
no financial interest, direct or indirect, which would conflict in any manner
or degree with the performance of the services required under this Contract
and that no person having such an interest will be employed as or by the
subcontractor carrying out this Agreement.
IX. ENVIRONMENTAL CONDMONS
A Air and Water
Grantee agrees to comply with the following regulations insofar as they apply to
the performance of this contract: Clean Air Act, 42 U.S.C. 1857, gj. ,M., Federal
Water Pollution Control Act, as amended 33 U.S.C. 1251, V. M. and all regula-
tions and guidelines issued thereunder, Environmental Protection Agency (EPA)
regulations pursuant to 40 CFR Part 50, National Environmental Policy Act of
1969, and HUD Environments Review Procedures (24 CFR Part 58).
B. Flood Disaster Protection
Grantee agrees to comply with the requirements of the Flood Disaster Protection
Act of 1973 in regard to the sale, Iease, or other transfer of land acquired, cleared
or improved under the terms of this Agreement, as it may apply to the provisions
of this Aft.
C. Lead -Based Paint
Grantee agrees that any construction or rehabilitation of residential structure with
assistance provided under this contract shall be subject to HUD Lead -Based Paint
Regulations at 24 CFR 570.608 and 24 CFR Part 35 and in particular Sub -part B
thereof Such regulations pertain to all HUD assisted housing and require that all
owners, prospective owners, and tenants or properties constructed prior to 1978
be properly notified that such properties may include lead4wed paint. Such
COMMUNITY DEVELOPZrI M BLOCK GRANT AGREEMENT
CHA'IMAN MEMORIAL CEN Ek INC. - PAGE l l
notification shall point out the hazards of lead -based paint and explain the symp-
toms, treatment and precautions that should be taken when dealing with lead -base
paint poisoning
M un7WP e c UTPP'R>~ n>; tho Parties have executed this Agreement as of the date first
A17rlJ7
Betty tV Johnson, CXty Secretary
AS TO CONTENT:
Coordinator
TO FORM:
Linda L. Chamales, Assistant City Attorney
U.C.ISCATMAN.Doc
tAT Disc
CHATMANIAEMORIAL
CENTER, INC..
HAR LI} CHATMAN, PRESIDENT
COMMUNITY DEYELOPI UM BID= CHLWT AGREEMENT
CHATMAN MEMORIAL CENTER, INC. — PAGE 12
y8t1,
Memorandum
DATE: August 5, 1996
TO: Bob Cass, City Manager
FROM: R. Doug Goodman, Director of Health and
Community Services lu /vr'
RE: Extension Agreement Between Chatman
Memorial Center, Norwest Bank, and the City
of Lubbock.
RECEIVED
AUG 6 1996
CITY MANADEI? S OFFICE
Attached you will find: a memo from Tony Reyes to me, a resolution passed by Council
on May 11, 1995, a signed agreement between Chatman Memorial Center, Norwest
Bank, and the City, and a signed contract between the City and Chatman Memorial for
CDBG funds. Also attached are three new "Extensions of Agreement" which need the
Mayor's signature. The Legal Department indicated to Tony that the Mayor could sign
these agreements without Council action because they are extensions to an original
contract.
In August of 1994, the City Council authorized $400,000 of CDBG funds to be used by
Chatman Memorial Center, Inc. for new home construction. The Mayor and T.J.
Patterson worked with Chatman Memorial Center, Inc. in arranging for Norwest Bank to
commit $2,000,000 for interim construction of new houses in the Chatman Hill
neighborhood. Because of the complexity of the procedure, this was a long drawn -out
process. Federal law authorizing new home construction with CDBG funds ended in
August 1995, but with the new Federal budget it was again authorized. While the Federal
Government was debating the budget, the old agreements lapsed. Therefore, we need to
get an extension signed by all parties. The three agreements for the Mayor's signature are
included. If you have any questions, please feel free to call.
CITY OF LUBBOCK
MEMORANDUM
TO: Doug Goodman, Managing Director
FROM: Tony Reyes, CDNI/Housing Manager
DATE: August 2, 1996
SUBJECT: REQUEST FOR MAYOR LANGSTON'S SIGNATURE ON EXTENSION
AGREEMENT WITH THE CITY OF LUBBOCK NORWEST BANK
TEXAS N.A.. AND CHATMAN MEMORIAL CENTER INC.
Attached please find three copies of the Extension Agreement for Mayor
Langston's signature.
This extension extends the expiration date of the tri-party agreement of May 11,
1995 (attached) with the City, Norwest Bank and Chatman Memorial Center, Inc.
from May 11, 1996 to May 11, 1998.
In the tri-party agreement, Norwest Bank agreed to commit $2,000,000 for interim
construction of new homes in the Chatman Hill Neighborhood to match the
$400,000 Community Development Block Grant funds from the City of Lubbock to
Chatman Memorial Center, Inc. in the Agreement of August 11, 1994 (attached).
If you have any questions regarding this agreement, please call me.
SP Disk R/Agr TR
rIM
STATE OF TEXAS )(
)( EXTENSION OF AGREEMENT
COUNTY OF LUBBOCK )(
On May 11, 1995, the CITY OF LUBBOCK ("the City"), NORWEST
BANK TEXAS, N.A. ("Norwest") and CHATMAN MEMORIAL CENTER, INC.
("Chatman") entered into an Agreement whereby the City agreed to provide
Chatman funds not to exceed $400,000.00 as provided in the Community
Development Block Grant between the City of Lubbock and Chatman Memorial
Center, Inc. which was dated August 11, 1994 and attached to the May 11, 1995
Agreement ("the Agreement"). In the Agreement, Norwest agreed up to
$2,000,000.00 for interim construction of new homes in the Chatman Hill
neighborhood. The Agreement provided for a May 11, 1996 expiration date.
The City, Norwest and Chatman desire to extend the term of the Agreement
and otherwise ratify the other terms and conditions set forth therein.
Accordingly, for mutual consideration, the receipt and sufficiency for which
is hereby acknowledged, the City, Norwest and Chatman hereby agree as follows:
1. The Agreement dated May 11, 1995 expiring May 11, 1996 shall be,
and hereby is, extended for another two (2) years and shall now expire May 11,
1998.
2. The parties hereto otherwise ratify and confirm all of the other terms
and conditions set forth in the Agreement.
Dated May 11, 1996.
CHATMAN MO CENTER, INC.
By:
H rold Chatman, resident
NORWEST B TEXAS,
By:
Gary Lawrence, President
Extension of Agreement Page 1
b&Wchatmanlext-agr
r-
ATTEST:
APPROVED AS TO FORM:
Amy wwq
Assistant ity Attorney
E:teasion of Agreement Page 2
bass/chatman/eit-agr
r '�
STATE OF TEXAS §
COUNTY OF LUBBOCK §
EXTENSION OF AGREEMENT
WHEREAS, on May 11, 1995, the CITY OF LUBBOCK ("the City"),
NORWEST BANK TEXAS, N.A. ("Norwest") and CHATMAN MEMORIAL
CENTER, INC. ("Chatman") entered into an Agreement whereby the City agreed to
provide Chatman funds not to exceed $400,000.00 as provided in the Community
Development Block Grant between the City of Lubbock and Chatman Memorial Center,
Inc. which was dated August 11, 1994 and attached to the May 11, 1995 Agreement ("the
Agreement"). In the Agreement, Norwest agreed up to $2,000,000.00 for interim
construction of new homes in the Chatman Hill neighborhood. Said Agreement was
extended on May 11, 1996 to provide for a May 11, 1998 expiration date.
WHEREAS, the City, Norwest and Chatman desire to extend the term of the
Agreement and otherwise ratify the other terms and conditions set forth therein.
NOW THEREFORE, for mutual consideration, the receipt and sufficiency for
which is hereby acknowledged, the City, Norwest and Chatman hereby agree as follows:
1. The Agreement dated May 11, 1995 expiring May 11, 1998 shall be, and
hereby is extended and now shall expire September 30, 1998.
2. The parties hereto otherwise ratify and confirm all of the other terms and
conditions set fo in the Agreement.
Da
CHATNON MEMORI CE TER, INC.
By: hQ
DarlyneCyatmei<:::::�
NOR ST ANK TEXAS, N.
By•
Lawrence, President
ATTEST:
/ �--- 444�
Ka ie Darnell, City Secretary
APPROVED AS TO CONTENT:
ancy H y
Commun' Developm t Manager
APPROVED AS TO FORM:
AS:gs/ccdocs/Extension of Agreement-Chatman
June 25, 1998... dk July 13, 1998
Resolution No. 4836
May ll, 1995
Item #35
RESOLUTION
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock BE and is hereby authorized and directed to
execute for and on behalf of the City of Lubbock an Agreement between Norwest Bank Texas,
N.A. and Chatman Memorial Center, Inc. implementing the CDBG New Construction
Neighborhood Revitalization Project in the Chatman Hill Neighborhood. Said Agreement is
attached hereto and incorporated in this Resolution as if fully set forth herein and shall be
included in the minutes of the Council.
Passed by the City Council this
ATTEST:
Betty M. Johnson,tity Secretary
CONTENT:
-
y ey s,
i ,Housing anehabilitation Coordinator
APPROVED AS TO FORM:
Linda L. Chamales, Assistant City Attorney
}I
dp: ccdocs\chacnan. ms
May 2, 1995
I�
May 11, 1995
Item #35
AGREEMENT
STATE OF TEXAS
COUNTY OF LUBBOCK §
° This Agreement is entered into this 11 th day of _ May , 1995, by and
between CITY OF LUBBOCK (herein called "City'l, NORWEST BANK TEXAS, N.A. (herein
called "Norwest"), and CHATMAN MEMORIAL CENTER, INC. (herein called "Chatman").
WHEREAS, the City Council of the City of Lubbock has designated Chatman Hill as a
target neighborhood for the 1994-95 Community Development Block Grant (CDBG) funding
year; and
WHEREAS, the City has approved a New Construction Neighborhood Revitalization
Project for the Chatman Hill Neighborhood and has allocated four hundred thousand dollars
($400,000.00) of Community Development Block Grant funds pursuant to the Housing and
Community Development Act of 1974, 42 U.S.C. 5301 cL=. and 24 CFR Subtitle A, Part 570;
and
WHEREAS, Chatman Memorial Center has entered into a contract with the City of
Lubbock to manage the CDBG New Construction Neighborhood Revitalization Project in the
Chatman Hill Neighborhood (herein called "Revitalization Project"); and
WHEREAS, Norwest Bank Texas, N.A. desires to assist the citizens in the Chatman Hill
Neighborhood in their revitalization effort by setting aside two million dollars ($2,000,000.00) of
mortgage lending funds for this purpose; and
WHEREAS, the accomplishment of the above public purpose is the predominate purpose
of this transaction. continuing supervision by the City together with statutory and contractual
requirements provide sufficient assurance that the public purpose will be accomplished;
NOW THEREFORE, it is agreed between the parties hereto that:
A. City Responsibilities
1. City agrees to provide Chatman assistance from CDBG Grant funds in an
amount not to exceed four hundred thousand and no/100 dollars (400,000.00) as
provided in the Community Development Block Grant Between the City of
Lubbock and Chatman Memorial Center, Inc. dated August 11, 1994. a copy of
which is attached as Exhibit A and incorporated herein as if fully set forth.
2. City and Chatman agree that any provision of the August, 1994, Agreement
(attached as Exhibit A) which conflicts with or is made inapplicable by this
Agreement between City, Norwest, and Chatman, shall be governed by the new
Agreement except that paragraph VI.H. of the August, 1994, Agreement shall
remain in effect..
3. City agrees to provide the services to Chatman listed in Section A 3 of the
above described contract (Exhibit A).
4. In addition, City agrees to assist Chatman in determining policies for,
qualification of applicants for down payment and closing cost assistance out of the
Community Development Block Grant Between the City and Chatman.
B. Chatman Responsibilities
1. Chatman agrees to provide the services listed in Section B. of the above
described contract (Exhibit A) except those made inapplicable by this Agreement.
2. In addition, Chatman agrees to provide the following services:
a. Provide lots to the best of its ability for construction of new homes
under the CDBG New Construction Neighborhood Revitalization Project
in the Chatman Hill Neighborhood, the lots to be deeded by Chatman to
the approved contractor selected by the loan applicant who will construct
a residence on the lot or lots in accordance with the requirements and
specifications of Chatman and Norwest.
b. Develop policies for approving applicants for loan of CDBG funds for
down payment and closing cost assistance in the Revitalization Project
c. Provide loan/grant assistance from CDBG funds for down payment and
closing costs of qualifying applicants who have been prescreened and
approved (by the nonprofit agency recommended by Norwest), for long
term mortgage loans under the Revitalization Project. Said CDBG loans
shall be subordinate to the Norwest mortgage.
d. Approve plans, specifications, and contractors for the construction of
the new homes.
e. Hire an architect and an attorney to advise Chatman Memorial Center in
administering this project if necessary.
f. Provide all marketing for the project.
CTTYlNORWEST/CHATMAN AGREEMENT — Page 2
g. Provide quarterly written progress reports to the Urban Renewal Board
and to City beginning 90 days from the date of this Agreement and
continuing until Chatman's responsibilities under this Agreement are
completed.
3. Approved applicants will execute a Mechanic's Lien Contract and a Mechanic's
Lien Note with a Contractor of their choice from a list of contractors fisted with
the City of Lubbock as cleared by the Department of Housing and Urban
Development and approved by Norwest and Chatman, to construct the residence.
4. Pursuant to such guidelines as Chatman shall from time to time develop and,
where appropriate, modify, Chatman shall award loan/grants to qualified applicants
in varying amounts, the loan/grants to be used and applied by the applicant to the
down payment and closing costs of the new residence purchased by the applicant
and constructed by the Contractor, the balance of the purchase price to be financed
by Norwest. Applicant shall execute an Agreement and such other documents as
maybe required and in form and substance satisfactory to Chatman (and City)
acknowledging:
a. Receipt of the grant;
b. That the grant constitutes taxable income to the applicant;
c. That the approved applicant is satisfied with the work as completed by
the contractor and that Chatman, City and Norwest bear no responsibility
for any negligent acts, defects, faulty work or uncompleted work by the
contractor;
d. That if the residence is voluntarily sold by the applicant on or before
five years from the date of the closing, that the amount of the loan/grant
given the applicant by Chatman shall be repaid from the proceeds of the
sale in full;
e. That if the applicant defaults in the payment of the first lien note causing
Norwest to foreclose within the first five years, and if on foreclosure the
involuntary sale of the residence brings proceeds in excess of the amount
owed Norwest on its note and the costs of sale, the overage shall be paid to
Chatman in an amount up to but not exceeding the amount of the
loan/grant prior to disbursement back to the applicant; and
f Any other provisions as required by Chatman or City.
CITY/NORWEST/CHATMAN AGREEMENT — Page 3
5. Notwithstanding the foregoing, the responsibilities and obligations of Chatman
under this agreement are expressly limited as follows:
a. Chatman shall have no liability, obligation or responsibility whatsoever
with respect to the construction of any new home except to within its
guidelines award grants to be applied toward the down payment and/or
closing costs, all grants to be made within its sole discretion;
b. Chatman shall have no responsibility or obligation in any way with
regard to the quality of the construction, the material used or the
workmanship incorporated into the construction of any home;
c. Chatman shall have no responsibility to inspect the progress or quality
of the construction of any home and shall in no way be required to render
an opinion or certify to Norwest or the City as to the quality of
construction or the percentage of completion of construction;
d. Chatman shall have no Lability or responsibility, nor is it assuming any
liability, for the performance, non-performance or default of any contractor
or subcontractor or for any failure of any contractor or subcontractor to
construct, complete, protect or insure any home, or for the payment of any
cost or expense incurred in connection therewith, nor shall it directly or
indirectly guarantee the performance of any obligation of any applicant
who receives a grant pursuant to this Project.
C. Norwest Responsibilities
1. Norwest agrees to set aside and lend up to a maximum of two million dollars
($2,000,000.00) for interim construction of new homes for qualified applicants
under the Revitalization Project.
2. In addition, Norwest agrees as follows in connection with the interim
construction financing of new homes for qualified applicants under the
Revitalization Project:
a. Refer all applicants approved for a first lien mortgage to Chatman with
regard to a down payment and closing costs required in order to obtain the
first lien mortgage; and
b. Make all necessary inspections, as deemed necessary by Norwest,
during the construction of each new home; and
c. On interim loans, lend up to 80% of the appraised value or sales price of
a home, whichever is less, for any approved applicant; and
CrrY/NORWEST/CHATMAN AGREEMENT — Page 4
d. On permanent loans, lend up to 97% of the appraised value or sales
price of a home, whichever is less, for any approved applicant; and
e. In no event shall Norwest be required to provide interim financing for
any home that is not presold. All loans made by Norwest pursuant to this
agreement, shall be charged a 1% origination fee. Additionally, all such
loans shall have a floating interest rate factor equal to 2% per annum plus
the prime interest rate announced by Norwest for mortgage loans.
3. Notwithstanding the foregoing, the responsibilities and obligations of Norwest
under this Agreement are expressly limited as follows
a. Norwest shall have no obligation to fund any interim construction loan
until all loan documents required by Norwest have been executed and/or
assigned to Norwest, in a form and substance satisfactory to Norwest; and
b. Norwest shall only be obligated to make advances or fund the interim
construction loan in accordance with a percentage of the completion of the
home as determined by Norwest in its sole discretion; and
c. Norwest shall have no liability, obligation or responsibility whatsoever
with respect to the construction of any new home except to advance the
proceeds of the interim construction loan; and
d. Norwest shall have no responsibility or obligation in any way with
regard to the quality of the construction, the material used, or the
workmanship incorporated into the construction of any home; and
e. Inspections by Norwest shall relate solely to the percentage of the
completion of the home in order to determine whether an advance is
appropriate and in no way shall Norwest have the obligation or
responsibility to inspect the construction of the residence to determine
whether (i) the construction has been performed in a good and
workmanlike manner; or (ii) the construction has been performed in
accordance with the plans and specifications; and
f. Norwest assumes no liability as a result of the inspection of the
construction of any home nor is Norwest assuming any liability for the
performance or default of any contractor or subcontractor, or for any
failure of any contractor or subcontractor to construct, complete, protect
or insure any home, or for the payment of any cost or expense incurred in
connection therewith, or for the performance or nonperformance of any
obligation of any applicant; and
CTIY/NORWEST/CHATMAN AGREEMENT — Page 5
g. All loans made by Norwest pursuant to this agreement, shall be subject
to and in accordance with the current loan policies and requirements then
followed by Norwest.
mmm"IUM 1 I:u:
This Agreement shall commence May 11, 1995, and shall terminate May 11, 1996. Upon
termination of this Agreement, Norwest shall have no further obligation to fund interim
construction of homes with regard to the Revitalization Project. The term of this
Agreement and the provisions herein may be extended by written agreement of the
parties.
III. NOTICES
Communication concerning this Agreement shall be directed to the following
representatives:
Juan A. Reyes with copy to: Linda L. Chamales
Housing and Rehabilitation Coordinator Assistant City Attorney
City of Lubbock City of Lubbock
P. O. Box 2000 P. O. Box 2000
Lubbock, Texas 79457 Lubbock, Texas 79457
Harold Chatman, President with copy to: R. Byrn Bass, Jr.
Chatman Memorial Center, Inc. HARDING, BASS, FARGASON, &
2316 Date BOOTH
Lubbock, Texas 79404 P. O. Box 5950
Lubbock, Texas 79408
Greg K. Garrett with copy to: Mark W. Harmon
Norwest Bank Texas, N.A. CRENSHAW, DUPREE & MILAM,
P. O. Box 1241 L.L.P.
Lubbock, Texas 79408 P. O. Box 1499
Lubbock, Texas 79408-1499
CITY/NOR%T-ST/CHATMAN AGREEMENT — Page 6
IV. GENERAL CONDITIONS
A. General Compliance
All parties agree to comply with all applicable Federal, State and local laws and
regulations governing the funds under this Agreement which were made available
under City's Community Development Block Grant.
B. Amendments
The parties may amend this Agreement at any time provided that such amendments
make specific reference to this Agreement and are executed in writing, signed by a
duly authorized representative of both organizations and approved by the City
Council if required by law.
City may, in its discretion, amend this Agreement to conform with federal, State or
local governmental guidelines, policies and available funding amounts or for other
reasons. If such amendments result in a change in the funding, the scope of
services, or the activities to be undertaken as part of this Agreement, such
modifications will be incorporated only by written amendment signed by all parties.
C. Conflict of Interest
All parties agree to abide by the provisions of 24 CFR 570,611 with respect to
conflicts of interest, and each party covenants that it presently has no financial
interest, direct or indirect which would conflict in any manner or degree with the
performance of the services required under this Contract and that no person having
such an interest will be employed as or by the subcontractor carrying out this
Agreement.
CTTY/NORVVEST/CHATMAN AGREEMENT -- Page 7
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first
written above.
ATTEST:
5
e Mt
1
CH;OLD
AN MEMO CENTER, INC.
CHATMAN, PRESIDENT
APPR AS TO CONTENT: NORWES ANK TEXAS, N.A.
Juan es, LAWRENCE, PRESIDENT
,Housing an ehabilitation Coordinator
( ROVED TO FORM:
Linda L. Chamales, Assistant City Attorney
lldcityatYcd-k-nr. doc
April 28, 1995
CITY/NORWEST/CHATMAN AGRM ENT — Page 8
-J-) ,7Jr
Item 119
COMMUNTW DEVELOMENT BLOCK GRANT
BETWEEN
THE CITY OF LUBBOCK AND
CHATMAN MEMORIAL CENTER, INC.
EXHIBIT
STATE OF TEXAS § A
COUNTY OF LUBBOCK
This Agreement entered into this i i th day of August, 1994, by and between the
CITY OF LUBBOCK (herein called -6;;j and CHATMAN hMIORIAL CENTER, INC.
(herein called "Grantee').
WHEREAS, the City Council of the City of Lubbock has designated Chatman Fill as a
target neighborhood for the 1994-1995 Community Development Block Grant (CDBG) funding
year, and
WHEREAS, the City has approved a New Construction Neighborhood Revitalization
Project for the Chatman (fill Neighborhood and has allocated FOUR HUNDRED THOUSAND
DOLLARS ($400,000) of Community Development Block Grant funds pursuant to the Housing
and Community Development Act of 1974, 42 U.S.C. 5301 St. IN. and 24 CFR Subtitle A, Part
570; and
WHEREAS, the Grantee is a neighborhood based nonprofit corporation offering services
to the Chatman Hill Neighborhood of Lubbock; and
WHEREAS, Grantee proposes to manage the CDBG New Construction Neighborhood
Revitalization Project in the Chatman M Neighborhood; and
WHEREAS, the services provided by the Grantee benefit residents of the area and consti-
tute a valuable public service; and
WHEREAS, the City Council of the City of Lubbock has declared the services provided
by the Grantee to be a public purpose; and
WHEREAS, the Grantee and the services it provides have been found to meet the aiteria
for funding under 24 CFR Subtitle A Part 570.201; and
WHEREAS, the accomplisbment of the above public purpose is the predominate purpose
of this transaction; continuing supervision by the City together with statutory and cow re-
quirements provide suffident assurance that the pubfic purpose will be accompbshed; the Pity
Council has found that the Grantee has the special expertise, knowledge cad egxrienc a necessary
for the management of the New Construction Neighborhood Revitalization Project and that
City will receive adequate consideration in the form of substantial public benefit; and
WHEREAS, the City desires to contract with the Grantee to make available assistance for
the management of the New Construction -Neighborhood Revitalization Project;
NOW THEREFORE, it is agreed between the parties hereto that:
I. SCOPE QF SERVICE
A. City Responsibilities
1. City agrees to provide Grantee assistance from CDBG Grant funds
in an amount not to exceed FOUR HUNDRED THOUSAND
AND N0/I00 DOLLARS (S400,000.00) in return for Grantee
performing the activities set forth in this Agreement as
consideration for said funds.
2. City's financial assistance will be limited to the following:
A. The assistance made available through this Agreement shall
be used by the Grantee for the purpose of management and
new construction in the Neighborhood Revitalisation
project for the Chapman MH Neighborhood; and
b. No more than ten percent (10%) of the funds actually
utilized through this Agreement may be spent for
administrative costs.
3. City wM provide the following services:
a. Provide Grantee with a copy of the current U. S.
Department of Labors wage Determination for inclusion in
the bid and contract documents for the construction
per;
b. Review bid selection process prior to contract award for
construction woriq
C. Obtain a conumdoes,clearance ► from theDepartment -n of
Housing &M Urban Development;
• •, 1 r 1 �Y•/�•• Y• • 1 Y• 11 w rl ► 1 1 1 r4511 w(eli
�
a 1 / r• / ► 1 •'H• r • • • • r
12 1 J61, 'frl It M:I zi 1a r t'
and Safety Standards Art, and other applicable federal, state
and local labor requirements;
c. Monitor contractor's compliance with all labor standards
provisions applicable to the Community Development Block
Grant Program during construction period and certify on
each periodic payment request that all labor standards
provisions have been satisfied.
B. Grantee's Responsibilities
Grantee agrees to use the funds made available through this
Agreement solely for the purpose of new construction in the
Neighborhood Revitalization Project in the Chatman mill
Neighborhood, except that up to ten percent (100%) of the fiends
actually utilized through this Agreement may be spent for
administrative costs; and
2. Grantee agrees to avad itself of the services of the Lubbock
Housing Financing Corporation for assistance in providing the
services required by this Agreement; and
3. Grantee agrees to provide written progress reports to the Urban
Renewal Board and to City every thirty (30) days beginning thirty
(30) days from the date of this Agreement and continuing until
Grantee's responsibilities under this Agreement are completed; and
4. Upon completion of this project, if the entire funded amount is not
used, Grantee agrees to refund any unused portion to the City
within thirty (30) days; and
5. Grantee agrees to work with lending institutions, e.g. banks and/or
mortgage finance companies, to secure cow for leveraging
available new construction funding and loan servicmg and
6. Grantee agrees to develop designs for horses which are compatible
with the Chatman 10 neighborhood and acceptable to area citizens
as well as the Urban Renewal Board and also to develop plans to
promote the use of neighborhood contractors in participation with
residential construction contractors; and
7. Grantee agrees to develop in cooperation with the Housing and
Rehabilitation Section of the City of Lubbock, a design for new
home purchase loans that will attract homebuyers and stimulate the
�� . I I • • I7 :ISKINr r• n7 I7
new housing construction climate in the Chatman Hill
neighborhood; and
8. Grantee agrees to develop and implement an Affirmative Fair
Marketing Strategy and
9. Grantee agrees to ensure that any funds awarded are used in a
manner consistent with CDBG requirements and in strict
accordance with any applicable federal, state or local laws; and
10. Grantee agrees to ensure that homes bunt under the construction
contract of the project will be constructed in phases to test the
marketability of said homes; and
11. Grantee agrees to ensure that any leveraged funds by local banks
and/or lending institutions are confirmed by the Urban Renewal
Board; and
12. Grantee agrees to solicit for construction work through the
competitive bid process which shall include formal advertisement,
acceptance of sealed bids, the public opening of those bids, and
awarding the construction contract to the lowest responsible bidder
if said bidder is eligible for clearance for the Department of Housing
and Urban Development; and
13. Grantee agrees that none of the services covered by this Agreement
will be subcontracted without the prior written consent of the City;
and
14. Grantee agrees to return to the City any program income received
or accounts receivable which are attributable to the use of
Community Development Block Grant funds; and
15. Grantee agrees to establish homeownership training classes, credit
counseling sessions and other appropriate methods of assistance for
potential buyers in cooperation with other local agencies; and
16. Grantee agrees, in conjunc don with the Chatman Hill
Neighborhood Association, to develop a strategy for making the
Chatman Hill community attractive to young farnm with children
or of child bearing age through the provision of low to moderate
income housing and efforts to make the neighborhood safe and
conducive to child rearing and
• • 1 1 y •" I �t ti t1'
• iy .A '4 F.1 ALk,7 k, I 1 :1 A t t'
17. Grantee agrees to continue to investigate economic and residential
development opportunities for the Chatman Kill neighborhood; and
18. Grantee agrees to attend and to participate in all scheduled program
training and administrative duties.
This Agreement shall com xnce August 11 1994, and shall terminate
Audust 11 . 1995. The term of this Agreement and the provisions herein
shall be extended to cover any additional time period during which Grantee
remains in control of CDBG funds or other assets including program income.
M. FAYMENT
City will pay to Grantee up to FOUR HUNDRED THOUSAND AND NO/loo
DOLLARS (S400,000.00) to Grantee based upon the receipt of requests for funds
and project expense summaries for the bidding, contracting and construction costs
incurred for the construction of new homes under the CDBG New Construction
Neighborhood Revitalization Project in the Chatman Nall Neighborhood. Grantee
will make payments in a timely manner to the Contractor.
IV. ON TICES
Communication and details concerning this Agreement shall be directed to the
following contract representatives:
Juan A. Reyes
Housing and Rehabilitation
Coordinator
City of Lubbock
P. 0. Box 2000
Lubbock, Texas 79457
V. SPECIAL CONDITIONS
Harold Chatman
President
Chatman Memorial Center, Inc.
2316 Date
Lubbock, Texas 79404
Grantee agrees to comply with the requirements of Title 24, Code of Federal
Regulations, Part 570 of the Housing and Urban Development regulations
concerning the CDBG program and all Federal regulations and policies issued
pursuant to these regulations.
:1• • Zia s
•N I
A. General Compliance
Grantee agree to comply with all applicable. Federal, State and local laws and
regulations governing the funds provided under this Agreement which were avail-
able under City's Community Development Block Grant.
B. Independent Contractor
Nothing contained in this Agreement is intended to, or shall be construed in any
manner, as creating or establishing the relationship of employer/employee between
the parties. Grantee shall at all times remain an independent contractor with re-
spect to the services to be performed under this Agreement. City shall be exempt
from pay of all Unemployment Compensation, FICA, retirement, life and/or medi-
cal insurance and Worker's Compensation Insurance as the Grantee is an
independent Grantee.
C. Hold Harmless
Grantee shall hold harmless, defend and indemnify City from any and all claims,
actions, suits, charges and judgments whatsoever that arise out of Grantee's per-
formance or nonperformance of the services or subject matter called for in this
Agreement.
D. Workers Compensation
Grantee shall carry sufficient insurance coverage to protect contract assets from
due to theft, fraud and/or undue physical damage, and as a minimum shall purchase
a blanket fidelity bond covering all employees in an amount equal to cash advances
from City.
E. Insurance and Bonding
Grantee shall carry sufficient insurance coverage to protect contract assets fi om
loss due to theft, fraud and/or undue physical damage, and as a minimum shall pur-
chase a blanket fidelity bond covering all employees in an amount equal to cash
advances from City.
F. City Recogaition
Grantee shall insure ration of the role of City's Community Development
Block Grant Program in providing fimcling through this Agreement All activities,
facilities and items utilized pursuant to this Agreement shall be prominently labded
as to funding source. In addition, Grantee wM include a reference to the support
�• t i • a a • �a :! • � r.• r• 7S is
provided herein in all publications made possible with funds made available under
this Agreement.
G. Amendments
City or Grantee may amend this Agreement at any time provided that such
amendments make specific reference to this Agreement, and area executed in
writing, signed ' by a duly authorized representative of both organizations and
approved by the City Council if required by law. Such amendments shall not in-
validate this Agreement, nor relieve or release City or Grantee from its obligations
under this Agreement.
City may, in its discretion, amend this Agreement to conform with Federal, State
or local governmental guidelines, policies and available funding amounts, or for
other reasons. if such amendments result in a change in the funding, the scope of
services or the activities to be undertaken as part of this Agreement, such modifi-
cations will be incorporated only by written amendment signed by both City and
Grantee.
H. Suspension or Termination
Either party may terminate this Agreement at any time by giving written notice to
the other party of such termination and specifying the effective date thereof at least
thirty (30) days before the effective date of such termination. Partial termination
of the Scope of Service in Paragraph I.B above may only be undertaken with the
prior approval of City. In the even of any termination for convenience, all finished
or finished documents, data, studies, surveys, maps, models, photographs, reports,
or other materials prepared by Grantee under this Agreement shall at the option of
the City, become the property of City, and Grantee shall be entitled to receive just
and equitable compensation for any satisfactory work completed on such docu-
ments or materials prior to the termination.
City may also suspend or terminate this Agreement, in whole or in part, if Grantee
materially fads to comply with any term of this Agreement, or with any of the
rules, regulations, or provisions referred to herein, and the City may declare the
Grantee ineligible for any further participation in City contracts, in addition to
other remedies as provided by law. In the event there is probable cause to believe
Grantee is in noncompliance with any applicable rules or regulations, City may
withhold up to fifteen percent (1 S'/9) of said Contract fimds until such time as
Grantee is found to be in compliance by City or is otherwise adjudicated to be in
compliance.
CONY DEVELOE' OM BL= GRAW AGREEMDrr
cHAT m" mimokm cEwnE i, 2c. — PAGE 7
VII. ADMINISTRATIVE REQUIREMENTS
A. Financial Management
11000F.M.-MIL. _ •
Grantee agrees to comply with Attachment F of OMB Circular A-110 and
agrees to adhere to the accounting principles and procedures required
therein, utilize adequate internal controls, and maintain necessary source
documentation for all costs incurred.
Grantee shall administer its program in conformance with OMB Circular
A-122, 'Cost Principles for Nonprofit Organizations,' or A-21, 'Cost
Principles for Educational Institutions,' as applicable, for all costs incurred
whether charged on a direct or indirect basis.
B. Documentation and Record -Keeping
1. Records to be Maintained
Grantee shall maintain all records required by the federal regulations speci-
fied in 24 CFR 570.506, and that are pertinent to the activities to be funded
under this Agreement.
2. Retention
Grantee shall retain all records pertinent to expenditures incurred under this
Agreement fora period of three (3) years after the termination of all activi-
ties fuunded under this Agreement, or after the resolution of all Federal
audit findings, whichever occurs later.
Grantee shall maintain client data demonstrating client eligibility for sere -
ices provided. Such data shall mciude, but not be bated to, client name,
address, income level other basis for deter digibtlq and description
of service provided Such information shall be made available to City
monitors or their designees for review upon request.
M, • MI
All Grantee records with respect to any matters covered by this Agreement
shall be made available to City, their designees or the Federal Government,
at any time during normal business hours, as often as City deems necessary,
to audit, examine, and make excerpts or transcripts of all relevant data.
Any deficiencies noted in audit reports must be fully cleared by Grantee
within thirty (30) days after receipt by the Grantee. Failure to comply with
the above audit requirements will constitute a violation of this Agreement
and may result in the withholding of future payments.
VM. PERSONNEL AND PARTICIPANT CONDITIONS
A_ CW0 Rights
1. CoWliance
Grantee agrees to comply and to require all subcontractors to comply with
Title VI of the Civil Rights Act of 1964, as amended, Title VM of the Civil
Rights Act of 1968, as amended, Section 109 of Title I of the Housing and
Community Development Act of 1974, Section 504 of the Rehabilitation
Act of 1973, the Americans with Disabilities Act of 1990, the Age of Dis-
crimination Act of 1975, Executive Order 11063, and with Executive
Order 11246, as amended by Executive Orders 11375 and 12086.
2. Land Covenants
This Agreement is subject to the requirements of Tale VI of the Civil
Rights Act of 1964 and 24 CFR 670 Part I. In regard to the sale, lease, or
other transfer of land acquired, cleared or improved with assistance pro-
vided under this Agreement, Grantee shall cause or require a covenant
running with the land to be inserted in the deed or kale for such transfer,
prohibiting discrinnination in the sale, lease, or rental, or in the use or occu-
pancy of such land, or in any .mprovements erected or to be erected
thereon, providing that the City and the United States are beneficiaries of
and entitled to enforce such covenants. Grantee also agrees to take such
measure as are necessary to enforce such coveaa•at and will not itself so
discriminate.
B. Employment Restrictions
1. Labor Standards
Grantee agrees to comply and require all subcontractors to comply with the
requirements of the Secretary of Labor in accordance with the Davis -
Bacon Act, as amended, the provisions of Contract Work Hours, the
Safety Standards Act, the Copeland "Anti -Kickback" Act and all other
applicable Federal, State and local laws pertaining to labor standards izL
far as those acts apply to the performance of this Agreement. Grantee will
maintain documentation which demonstrates compliance with hour and
wage requirements of this part; this documentation shall be made available
to the City to the City for review upon request.
Grantee agrees that all contractors engaged under contracts in excess of
TWO THOUSAND AND N01100 DOLLARS (S2,000.00) for construc-
tion, renovation or repair of any building or work financed in whole or in
part which assistance provided under this Agreement shall comply with
Federal requirements adopted by the City pertaining to such contracts and
with the applicable requirements of the regulations of the Department of
Labor under 29 CFR Parts 1, 3, S and 7 governing payment of wages and
ratios of apprentices and trainees to journeymen; provided, that if water
rates higher than those required under the regulations are imposed by State
or local law, nothing hereunder is intended to relieve Grantee of its obliga-
tion, if any, to require payment of the higher wage. Grantee shall cause or
require to be insured in frill, in all such contracts subject to such regulatooq
provisions meeting the requirements of this paragraph for contracts in
excess of TEN THOUSAND AND N01100 DOLLARS (S10,000.00).
2. "Section 3" Clause
Grantee agrees to comply with the provisions of Section 3 and to include
the following clause in a1I s;- matrads executed under this Agreement:
"The Work to be performed under this Contract is a project
assisted under a program providing direct federal finance
assistance from HUD and is subject to the requirements of
Section 3 of the Housing and Urban Development Act of
1968, as amended Section 3 requires that to the greatest
extent feasible opportunities for training and employment be
given to lowar income residents of the project area and
contracts for work in connection with the project be
awarded to business concerns which are located m or
owned in mAntantial part by persons residing in the areas of
the Project-"
C. Conduct
I. Prohibited &qb&
Grantee is prolubited from using fiords provided herein or personnel
employed in the administration of the program for political activities; sec-
tarian, or religious activities; lobbying, political patronage, and nepotism.
Grantee and City agree to abide by the provisions of 24 CFR 570.611 with
respect to conflicts of interest, and Grantee covenants that it presently has
no financial interest, direct or indirect, which would conflict in any manner
or degree with the performance of the services required under this Contract
and that no person having such an interest will be employed as or by the
subcontractor carrying out this Agreement.
TX. ENVIRONMENTAL CONDITIONS
A. Air and Water
Grantee agrees to comply with the following regulations insofar as they apply to
the performance of this contract: Clean Air Act, 42 U.S.C. 1857, 9. M., Federal
Water Pollution Control Act, as amended 33 U.S.C. 1251, !9. M. and all regula-
tions and guidelines issued thereunder, Environmental Protection Agency (EPA)
regulations pursuant to 40 CFR Part 50, National Environmental Policy Act* of
1969, and HUD Environmental Review Procedures (24 CFR Part 58).
B. Flood Disaster Protection
Grantee agrees to comply with the requirements of the Flood Disaster Protection
Act of 1973 in regard to the sale, lease, or other transfer of land acquired, cleared
or improved under the terms of this Agreement, as it may apply to the provisions
of this Agreement.
C. Lead -Based Paint
Grantee agrees that any construction or rehabilitation of residential structure with
assistance provided under this contract shall be subject to HUD Lead -Based Paint
Regulations at 24 CFR 570.608 and 24 CFR Part 35 and in particular Sub -part B
thereof Such regulations pertain to all HUD assisted housing and require that all
owners, prospective owners, and tenants or properties constructed prior to 1978
be property notified that such properties may include lead4xsed paint. Such
�� . � i � a a • . �a � � «' r• r• 7a. �7
notification shalt point out the hazards of lead -based paint and explain the symp-
toms, treatment and precautions that should be taken when dealing with lead -base
paint poisoning
rN wrT'KTPQc wuMAPnF tho PoftiCs have executed this Agreement as of the date first
CHA MM CENTER, INC..
HAR LD CHATMAN, PRESIDENT
A7"1 bJ 1:
ousing ehabilitation Coordinator
TO FORM:
Linda L. Chamales, Assistant City Attorney
UX-p CHA'IMAN.DOC
LRT Disc
CONOAUNIIY DEVELOPMENT BLOCK GRANT AGREIINCWt
CHATMAN MEMORIAL CYN EFL, INC. -- PAGE 12
STATE OF TEXAS )(
)( EXTENSION OF AGREEMENT
COUNTY OF LUBBOCK )(
On May 11, 1995, the CITY OF LUBBOCK ("the City"), NORWEST
BANK TEXAS, N.A. ("Norwest") and CHATMAN MEMORIAL CENTER, INC.
("Chatman") entered into an Agreement whereby the City agreed to provide
Chatman funds not to exceed $400,000.00 as provided in the Community
Development Block Grant between the City of Lubbock and Chatman Memorial
Center, Inc. which was dated August 11, 1994 and attached to the May 11, 1995
Agreement ("the Agreement"). In the Agreement, Norwest agreed up to
$2,000,000.00 for interim construction of new homes in the Chatman Hill
neighborhood. The Agreement provided for a May 11, 1996 expiration date.
The City, Norwest and Chatman desire to extend the term of the Agreement - -
and otherwise ratify the other terms and conditions set forth therein.
Accordingly, for mutual consideration, the receipt and sufficiency for which
is hereby acknowledged, the City, Norwest and Chatman hereby agree as follows:
1. The Agreement dated May 11, 1995 expiring May 11, 1996 shall be,
and hereby is, extended for another two (2) years and shall now expire May 11,
1998.
2. The parties hereto otherwise ratify and confirm all of the other terms
and conditions set forth in the Agreement.
Dated May 11, 1996.
CHATMAN EMORIAL CEN R, INC.
By: /.,), 14,
Harold Chatman, President
NORWES BBA TEXAS,
By:
Gary Lawrence, President
Extension of Agreement Page 1
bass/chatman/ext-agr
ATTEST:
APPROVED AS TO FORM:
Amy W
Assistant ity Attorney
Extension of Agreement
bass/chatman/ext-agr
Page 2