HomeMy WebLinkAboutResolution - 2015-R0409 - Contract - Community Housing Resources Board - Community Housing Development Org - 12/03/2015Resolution No. 2015-RO409
Item No. 5.29
December 3, 2015
RESOLUTION
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock is hereby authorized and directed to execute for
and on behalf of the City of Lubbock, a Community Development funding contract and all
related documents, between the City of Lubbock and the Community Housing Resources Board,
to allocate funding from the HOME Investment Partnership Program Grant in order to provide
rental housing assistance for the elderly, disabled, and handicapped through programs offered by
the Community Housing Development Organization. Said funding contract is attached hereto and
incorporated in this resolution as if fully set forth herein and shall be included in the minutes of
the City Council.
Passed by the City Council on December 3, 2015
'Aj'o-�/
GLWe. ROB RTSON, MAYOR
ATTEST:
Rebec a Garza, City Secretary
APPROVED AS TO CONTENT:
r � %
Bill Ho, on, Assistant Ci anager
APPROVED AS TO FORM:
Justi y
ruitt, A, istant G ty Attorney
ccdocs/RES. Agreement— CHRB & CHDO Rental Housing Assistance— HOME Funds
November 11, 2015
Resolution No. 2015-RO409
COMMUNITY DEVELOPMENT HOME Investment Partnership Program
FUNDING AGREEMENT
BETWEEN
THE CITY OF LUBBOCK
AND
COMMUNITY HOUSING RESOURCE BOARD (CHRB)
STATE OF TEXAS §
COUNTY OF LUBBOCK §
THIS AGREEMENT entered this I st day of October 2015 by and between the City of Lubbock
(herein called the "City") and Community Housing Resource Board (CHRB), (herein called the
"Grantee").
WHEREAS, the City is obligated to do and perform certain services in its undertaking of the
HOME Investment Partnership Program pursuant to Titles I and II of the Cranston -Gonzales
National Affordable Housing Act; and
WHEREAS, the Grantee operates as a non-profit organization offering services to families
throughout Lubbock; and
WHEREAS, the Grantee is recognized as a Community Housing Development Organization
(CHDO) by the Department of Housing and Urban Development; and
WHEREAS, the Grantee proposes to provide a program called Elderly/Handicapped Rental
Housing Program which will provide funds to construct a duplex that will be affordable and
handicapped accessible and benefit the low to moderate income elderly persons on fixed income
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 criteria for
funding under 24 CFR Part 92; 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; the City
Council has found that the Grantee has the special expertise, knowledge and experience necessary
for the operation of the Elderly/Handicapped Rental Housing Program and that the City will
receive adequate consideration in the form of substantial public benefit; and
NOW, THEREFORE, it is agreed between the parties hereto that:
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I. SCOPE OF SERVICE
A. Activities
The Grantee will be responsible for administering a HOME Program Elderly/
Handicapped Rental Housing Program in a manner satisfactory to the City and
consistent with any standards required as a condition of providing these funds. Such
program will include the following activities eligible under the HOME Investment
Partnership Program.
Specifically, the Grantee shall with the sum of $101,446 pay for the construction of a
duplex for low to moderate income, elderly or disabled households.
B. Obiectives
The Grantee certifies the activities carried out with funds provided under this Agreement
will meet the HOME program's eligible activities under 24 CFR Part 92 Subpart E.
C. City Responsibilities
1. City agrees to provide Grantee assistance from the Department of Housing
and Urban Development funds in an amount not to exceed $101,946 for the
CHDO Project - Elderly/Handicapped Rental Housing Program in
return for Grantee performing the activities set forth in this Agreement as
consideration for said funds.
2. It is expressly understood and agreed by the parties hereto that City's
responsibilities are contingent upon the actual receipt of adequate federal
funds to meet City's liabilities under this agreement. If adequate funds are
not available to make payments under this agreement, City shall notify
Grantee in writing within a reasonable time after such fact is determined.
City shall terminate this agreement and will not be liable for failure to make
payments to Grantee under this agreement.
3. City shall not be liable for any incurred Grantee costs, Grantee
reimbursements which have been paid to or subject to payment to Grantee
by any source other than City or Grantee.
4. City shall not be liable to Grantee for any costs incurred by Grantee which
are not allowable costs, as set forth in 24 CFR 92 Subpart E.
5. City shall not be liable to Grantee for any costs incurred by Grantee or for
any performances rendered by Grantee which are not strictly in accordance
with the terms of this agreement.
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6. City shall not be liable to Grantee for any costs incurred by Grantee in the
performance of this agreement which have not been billed to City by
Grantee within ninety (90) days unless otherwise approved by the City.
7. City shall not be liable for costs incurred or performances rendered by
Grantee before commencement of this agreement or after termination of this
agreement.
8. City shall review all work specifications prior to the beginning of the
procurement process.
9. City shall inspect all construction work for compliance with work
specifications prior to the release of any funds.
D. Grantee's Responsibilities
1. Grantee shall perform all activities in accordance with their budget, the
applicable laws and regulations set forth herein; the assurance,
certifications, and all other terms, provisions, and requirements set forth in
this agreement.
2. Grantee shall submit to City such reports on the operation and performance
of this agreement during their program activity timeframe, as requested by
the City.
3. In addition to the limitations on liability otherwise specified in this
agreement, it is expressly understood and agreed by the parties hereto that if
Grantee fails to submit to City in a timely and satisfactory manner any
report required by this agreement, City may, at its sole option and in its sole
discretion, withhold any or all payments otherwise due or requested by
Grantee hereunder. If City withholds such payments, it shall notify Grantee
in writing of its decision and the reasons therefor. Payments withheld
pursuant to this paragraph may be held by City until such time as the
delinquent obligations for which funds are withheld are fulfilled by Grantee.
4. Grantee shall refund to City any sum of money which has been paid to
Grantee by City which City determines has resulted in overpayment to
Grantee, or which City determines has not been spent by Grantee strictly in
accordance with the terms of this agreement. Such refund shall be made by
Grantee to City within thirty (30) working days after such refund is
requested by City.
5. Grantee agrees to comply with the affordability requirements of 24 CFR
92.252 or 92.254. Grantee agrees to repay any funds during the time period
wherein the housing does not meet the affordability requirements.
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6. Grantee agrees to comply with the applicable uniform administrative
requirements, as described in 24 CFR 92.505.
7. Grantee agrees to comply with project requirements in 24 CFR Part 92
Subpart F, as applicable with the type of project in the Agreement.
8. Grantee agrees to carry out each activity in the Agreement in compliance
with all Federal laws and regulations described in 24 CFR Part 92 Subpart
H, including responsibilities for environmental review in 24 CFR 92.352
and the intergovernmental review process in 24 CFR 92.359.
9. Grantee agrees to comply with Housing and Urban Development (HUD)
Outcome Performance Measurement requirements and reporting.
10. Grantee agrees to comply with the affirmative marketing responsibilities
specified in 24 CFR 92.351.
11. Grantee agrees that the units constructed under the HOME program shall be
made available exclusively to eligible low and moderate income families
whose gross household income does not exceed the income eligibility
requirements as established by the Department of Housing and Urban
Development.
12. Grantee shall submit to City a request for an environmental assessment to be
prepared and approved on individual construction sites prior to beginning
the project.
13. Grantee shall submit to City a request for a review of all work specifications
prior to the beginning of the construction process.
14. Grantee shall notify City upon interim draws and upon work completion for
inspection by the Community Development Department prior to the request
for funds and approval by the Community Development Department to
allow the home buyer to move into home.
15. Grantee will have the Match and/or Non -HOME funds ready and available
prior to the start of the project, if applicable. Failure to do so may delay,
and or cancel the project.
16. Grantee will construct a duplex (2 units) for low to moderate elderly or
disabled households.
17. Grantee agrees that contracts, agreements and deed of trusts with
homebuyers will include affordability requirements as defined in the HOME
regulations.
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18. Grantee agrees that any interests or assets obtained with HOME funding
shall revert back to the City in the event that said Agency/Non-profit
dissolves, files for bankruptcy or goes out of business for any reason.
E. Grantee's Match:
HOME funds used for administrative and planning costs (pursuant to 24 CFR
92.207) CHDO operating expenses (pursuant to 24 CFR 92.208) and capacity
building (pursuant to 24 CFR 92.300(b)) of community housing development
organizations are not required to be matched.
F. Levels of Accomplishment
In addition to the normal administrative services required as part of this Agreement, the
Grantee agrees to provide the following levels of program services:
HOME: Program Timeline Accomplishments
Elderly/Handicapped October 1, 2014 - Construct a duplex
Rental Housing Program September 30, 2016 for a low to moderate income
household.
G. Staffing
Staff Member Title
Maggie Trejo Executive Director
June Rangel Administrative Assistance
Edelmira "Bibi" Licon Office Clerk
I. Performance Monitoring
1. General Statement:
The City will monitor the performance of the Grantee for compliance with goals and
requirements as required or as it deems necessary in accordance with the regulations.
Monitoring will be based on a risk analysis and a monitoring plan developed at the
beginning of the fiscal year. Desk monitoring will take place on a monthly and quarterly
basis as described below during grantees program activity timeframe. Substandard
performance as determined by the City will constitute non-compliance with this
Agreement. If action to correct such substandard performance is not taken by the Grantee
within a reasonable period of time after being notified by the City in writing, contract
suspension or termination procedures will be initiated.
2. Desktop Monitoring
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II.
Monthly / Quarterly Desktop Monitoring
October — December 2015
January — March
April — June
July — September
October — December 2016
January — March
April — June
July — September
Minimum % of funding spent
12.5%
12.5%
12.5%
12.5%
12.5%
12.5%
12.5%
12.5%
3. On-site Monitoring
• The number of on-site Monitoring Visits will be determined by the Community
Development department of the City of Lubbock.
• Notification letter sent to grantee at least 15 days before on-site monitoring visit.
• Monitoring letter sent to grantee identifying concerns and findings if any within thirty
(30) days of on-site monitoring visit.
• Grantee must provide a written response within thirty (30) days to the monitoring letter
that describes how the grantee will resolve any issues. If no deficiencies were noted
grantee must confirm receipt of report within thirty (30) days of the date of the letter.
TIME OF PERFORMANCE
Services of the Grantee shall start on the 1 st day of October 2015, and end on the 30th day
of September 2016. The term of this Agreement and the provisions herein shall be
extended to cover the period of affordability required a.; specified under 24 CFR 92.254
and any additional time period during which the Grantee remains in control of HOME
funds or other assets, including program income.
BUDGET
Line Item:
Amount:
Elderly/Handicapped Rental
Housing Construction
$101,946
Total:
$101,946
Any indirect costs charged must be consistent with the conditions of Paragraph VIII (C) (2)
of this Agreement. In addition, the City may require a more detailed budget breakdown
than the one contained herein, and the Grantee shall provide such supplementary budget
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IV
U
VI.
information in a timely fashion in the form and content prescribed by the City. Any change
to this budget must be approved in writing by the City and the Grantee.
PAYMENT
All payments to grantees are on a monthly reimbursement basis. The Grantee will have
incurred the expense or paid for the expense and submit detailed source documentation to
the City when requesting payment.
It is expressly agreed and understood that the total amount to be paid by the City under this
contract shall not exceed $101,946.00 for the CHDO Elderly/Handicapped Rental
Housing Program. Draw downs for the payment of eligible expenses shall be made
against the line item budgets specified in Paragraph III herein and in accordance with
performance. Expenses for general administration shall also be paid against the line item
budgets specified in Paragraph III and in accordance with performance.
Payment requests must be submitted with back-up documentation such as time sheets,
paycheck stubs, receipts, invoices, billing statements or other verification in support of all
expenditures incurred and charged to the grant.
Payments may be contingent upon certification of the Grantee's financial management
system in accordance with the standards specified in 24 CFR 84.
NOTICES
Communication and details concerning this contract shall be directed to the following
contract representatives:
City
Piata Bryant
City of Lubbock
P. O. Box 2000
Lubbock, TX 79457
GENERAL CONDITIONS
A. General Comoliance
Grantee
Maggie Trejo
Community Housing Resource Board
1628 Main Street
Lubbock, TX 79401
The Grantee agrees to comply with the requirements of Title 24 of the Code of Federal
Regulations, Part 92 for Home Investment Partnerships Program. The Grantee also agrees
to comply with all other applicable Federal, state and local laws, regulations, and policies
governing the funds provided under this contract. The Grantee further agrees to utilize
funds available under this Agreement to supplement rather than supplant funds otherwise
available. The Grantee also agrees to comply with all other applicable Federal, state and
local laws, regulations, and policies governing the funds provided under this contract. The
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Grantee further agrees to utilize funds available under this Agreement to supplement rather
than supplant funds otherwise available.
The Grantee shall comply with all applicable Federal laws, regulations, and requirements
and all provisions of this Agreement, which include compliance with the provisions of the
HCD Act and all rules, regulations, guidelines, and circulars promulgated by the various
Federal departments, agencies, administrations, and commissions relating to the CDBG
Program. The applicable laws and regulations include, but are not limited to:
■ Title 24 CFR, Part 92 for Home Investment Partnerships Program;
■ OMB Circular A-87 "Cost Principles for State and Local Governments," or OMB
Circular A-110, or OMB Circular A-122 "Cost Principles for Non -Profit Organizations,"
or OMB Circular A-21 "Cost Principles for Educational Institutions";
• OMB Circular A-128, "Audits of State and Local Governments" or OMB Circular A-133
Audits of Institutions of Higher Education and Other Non -Profit Institutions";
■ The Contract Work Hours and Safety Standards Act of 11"62;
• Copeland "Anti -Kickback" act of 1934;
■ Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as
amended (URA);
■ Title VI of the Civil Rights Act of 1964; (Public Law 88-352 implemented in 24 CFR
Part 1)
■ Fair Housing Act, Title VIII of the Civil Rights Act of 1968 (Public Law 90-234 and
Executive Order 11063 as amended by Executive Order 12259 (implemented in 24 CFR
Part 107);
■ Section 104(b) and 109 of the Housing and Community Development Act of 1974;
■ Section 3 of the Housing and Urban Development Act of 1968;
■ Equal employment opportunity and minority business enterprise regulations established
in 24 CFR Part 570.904;
■ Non-discrimination in employment, established by Executive Order 11246 (as amended
by Executive Orders 11375 and 12086)
• Section 504 of the Rehabilitation Act of 1973 Uniform Federal accessibility Standards;
■ The Architectural Barriers Act of 1968;
■ The Americans With Disabilities Act (ADA) of 1990;
■ The Age Discrimination Act of 1975, as amended;
■ National Environmental Policy of 1969 (42 USC 4321 et seq.), as amended
■ Lead Based paint regulations established in 24 CFR Parts 35, 570.608, &24 CFR982.401;
■ Asbestos guidelines established in CPD Notice 90-44;
■ HUD Environmental Criteria and Standards (24CFR Part 51);
■ The Energy Policy and conservation Act (Public Law 94-163) and 24 CFR Part39;
■ Historic Preservation Act of 1966, as amended, and related laws and Executive Orders;
■ Executive Order 11988, floodplain management, 1977 (42 FR 26951 et seq.);
■ Flood Disaster protection Act of 1973
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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. The
Grantee shall at all times remain an "independent contractor" with respect to the services to
be performed under this Agreement. The City shall be exempt from payment of all
Unemployment Compensation, FICA, retirement, life and/or medical insurance and
Workers' Compensation insurance as the Grantee is an independent contractor.
C. Indemnity and Release
Grantee shall indemnify and hold harmless, to the fullest extent permitted by law, the City,
and City's respective officers, employees, elected officials and agents, from and against any
and all losses, damages, claims or liabilities, of any kind or nature, which arise directly or
indirectly, or are related to, in any way, manner or form, the activities contemplated
hereunder.
Grantee shall pay to the City, the City's respective officers, employees, elected officials
and/or agents, as applicable, all attorneys' fees incurred by such parties in enforcing
Grantee's indemnity in this section.
The City, and its respective officers, employees, elected officials and agents shall not be
liable and Grantee hereby releases the City, and its respective officers, employees, elected
officials and agents, for, from and/or against any losses, damages, claims or liabilities to
Grantee.
The indemnity and release provided herein shall survive the termination or voidance of this
agreement.
D. Right to Exercise
The City reserves the right to exercise any right or remedy available to it by law, contract,
equity, or otherwise, including without limitation, the right to seek any and all forms of
relief in a court of competent jurisdiction. Further, the City shall not be subject to any
arbitration process prior to exercising its unrestricted right to seek judicial remedy. The
remedies set forth herein are cumulative and not exclusive, and may be exercised
concurrently. To the extent of any conflict between this provision and another provision
in, or related to, this document, the former shall control.
E. Workers' Compensation
The Grantee shall provide Workers' Compensation insurance coverage for all of its
employees involved in the performance of this contract.
F. Insurance and Bonding
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The Grantee shall carry sufficient insurance coverage to protect contract assets from loss
due to theft, fraud and/or undue physical damage, and at a minimum, shall purchase a
blanket fidelity bond covering all employees in an amount equal to cash advances from the
City.
The Grantee shall comply with the bonding and insurance requirements of 24 CFR,
Bonding and Insurance.
G. Grantor Recognition
The Grantee shall insure recognition of the role of the grantor agency in providing services
through this contract. All activities, facilities, and items utilized pursuant to this contract
shall be prominently labeled as to funding source. In addition, the Grantee will include a
reference to the support provided herein in all publications made possible with funds made
available under this contract.
H. Amendments
The City or Grantee 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's
governing body. Such amendments shall not invalidate this Agreement nor relieve or
release the City or Grantee from its obligations under this Agreement.
The City may, at 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
schedule of the activities to be undertaken as part of this Agreement, such modifications
will be incorporated only by written amendment signed by both City and Grantee.
I. Suspension or Termination
Either party may terminate this contract at any time by giving written notice to the other
party of such termination and specifying the effective date thereof at least 30 days before
the effective date of such termination. Partial termination of the Scope of Service in
Paragraph I.A. above may only be undertaken with the prior approval of the City. In the
event of any termination for convenience, all finished or unfinished documents, data,
studies, surveys, maps, models, photographs, reports or other materials prepared by the
Grantee under this Agreement shall, at the option of the City, become the property of the
City, and the Grantee shall be entitled to receive just and equitable compensation for any
satisfactory work completed on such documents or materials prior to the termination.
The City may also suspend or terminate this Agreement, in whole or in part, if the Grantee
fails 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 the City's contracts, in addition to other remedies as provided by
law_ In the event there is probable cause to believe the Grantee is in noncompliance with
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any applicable rules or regulations, the City may withhold up to fifteen percent (15%) of
said contract funds until such time as the Grantee is found to be in compliance by the City,
or is otherwise adjudicated to be in compliance.
The City may also terminate this agreement in the event of an emergency or disaster,
whether an act of God, natural or manmade, by giving twenty-four (24) hour notice. The
City may give said notice verbally to Grantee. Any expenditures incurred prior to
receiving notice will be reimbursed; however, in no event shall the City pay any expenses
incurred after notice of termination is received by Grantee.
VII. ADMINISTRATIVE REQUIREMENTS
A. Financial Management
1. Accounting Standards
The Grantee agrees to comply with 24 CFR 84 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.
2. Cost Principles
The Grantee shall administer its program in conformance with OMB Circulars A-
122, "Cost Principles for Non -Profit Organizations." These principles shall be
applied for all costs incurred whether charged on a direct or indirect basis.
B. Documentation and Record -Keening
1. Records to be maintained
The Grantee shall maintain all records required by the Federal regulations specified
in 24 CFR Part 92.508 that are pertinent to the activities to be funded under this
Agreement. Such records shall include but not be limited to:
a. Records providing a full description of each activity undertaken;
b. Records demonstrating that each activity undertaken meets the
eligible activities under the HOME program;
C. Records required to document the acquisition, improvement, use or
disposition of real property acquired or improved with HOME
assistance, as applicable;
d. Records documenting compliance with the fair housing and equal
opportunity components of the HOME program;
e. Financial records as required by 24 CFR Part 92.505, and 24 CFR
84; and
f. Other records necessary to document compliance with Subpart H of
24 CFR Part 92.
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g. Records documenting that each housing project meets the
requirements of 24 CFR 92.252 for the required period of
affordability. Records must be kept for each family assisted.
h. All records as required by 24 CFR Part 92.508.
2. Retention
The Grantee shall retain all records, as specified in 24 CFR 92.505, pertinent to
expenditures incurred under this contract for a period of five (5) years after the
termination of all activities funded under this Agreement. Records for non -
expendable property acquired with funds under this contract shall be retained for
five (5) years after final disposition of such property. Records regarding project
requirements (24 CFR 92 subpart F) and 24 CFR 92 subpart H requirements that
apply for the duration of the period of affordability (24 CFR 92.350, 92.351, and
92.358), as well as the written agreement and inspection and monitoring reports
must be maintained for five (5) years after the required period of affordability
specified in 24 CFR 92.252 or 92.254, as applicable. Records for any displaced
person must be kept for five (5) years after he/she has received final payment.
Notwithstanding the above, if there is litigation, claims, audits, negotiations or
other actions that involve any of the records cited and that have started before the
expiration of the five-year period, then such records must be retained until
completion of the actions and resolution of all issues, or the expiration of the five-
year period, whichever occurs later.
3. Client Data
The Grantee shall maintain client data demonstrating client eligibility for services
provided. Such data shall include, but not be limited to, client name, address,
income level or other basis for determining eligibility and demographic
information. Such information shall be furnished to the City monitors as the houses
are leased and or sold.
4. Disclosure
The Grantee understands that client information collected under this contract is
private, and the use or disclosure of such information, when not directly connected
with the administration of the City's or Grantee's responsibilities with respect to
services provided under this contract, is prohibited unless written consent is
obtained from such person receiving service and, in the case of a minor, that of a
responsible parent/guardian, unless otherwise required by law.
5. Property Records
The Grantee shall maintain real property inventory records which clearly identify
properties purchased, improved or sold. Properties retained shall continue to meet
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eligibility criteria and affordability requirements of 24 CFR 92.252 or 92.254, as
applicable.
6. Close -Outs
The Grantee's obligation to the City shall not end until all close-out requirements
are completed. Activities during this close-out period shall include, but are not
limited to: making final payments, disposing of program assets (including the
return of all unused materials, equipment, unspent cash advances, program income
balances, and accounts receivable to the City), final close-out reports and
determining the custodianship of records.
Affordability and resale/recapture requirements, as applicable continue through the
term of those requirements in the individual agreements with home buyers. The
Grantee is required to continue monitoring those requirements until they expire.
7. Audits & Inspections
All Grantee records with respect to any matters covered by this Agreement shall be
made available to the City, grantor agency, their designees or the Federal
Government, at any time during normal business hours, as often as the City or
grantor agency 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 the Grantee within 30 days after receipt by the Grantee. Failure of the
Grantee to comply with the above audit requirements will constitute a violation of
this contract and may result in the withholding of future payments. The Grantee
hereby agrees to have an annual agency audit conducted in accordance with current
City policy concerning Grantee audits and, as applicable, OMB Circular A-133.
Grantees meeting the OMB Circular A-133 requirements must submit their audits
to the audit clearing house within nine (9) months after the entities fiscal year end
date.
C. ReDOrtine and Pavment Procedures
1. Payment Procedures
The City will pay to the Grantee funds available under this contract, based upon
information submitted by the Grantee and consistent with any approved budget and
City policy concerning payments. With the exception of certain advances,
payments will be made for eligible expenses actually incurred by the Grantee, and
not to exceed actual cash requirements. Payments will be adjusted by the City in
accordance with advance fund and program income balances available in Grantee
accounts. In addition, the City reserves the right to liquidate funds available under
this contract for costs incurred by the City on behalf of the Grantee.
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2. Performance Reports
Grantee shall submit to City a Performance and Financial Report, monthly or
during their program activity time frame as requested by the city, in a format
prescribed by the City and shall include the amount of funds expended for each of
the eligible activities.
The initial Performance and Financial Report is required by the 2011 of the
following month after program activity starts. Grantee shall continue to submit the
reports monthly no later than the 20th of each month, the final financial report and
request for reimbursement must be in by September 30, 2016. The performance
report will remain due by the 201h of the following month. Reporting will continue
from the start of program activity until funding is completed and the houses are
sold.
Along with the performance report grantee shall submit narrative information on
progress of the funded activities to the City in the form, content, and frequency as
required by the City.
Grantee will continue tracking and submitting reports to the City on project
proceeds and its use into acquiring and rehabilitating additional homes for the
Lease Purchase Program for eligible low income buyers even after this agreement
expires.
D. Procurement
Compliance
The Grantee shall comply with current City policy concerning the purchase of
equipment and shall maintain inventory records of all non -expendable personal
property as defined by such policy as may be procured with funds provided herein.
All program assets purchased with such funds (unexpended program income,
property, equipment, etc.) shall revert to the City upon termination of this contract.
2. CFR Standards
The Grantee shall procure all materials, property, or services in accordance with the
requirements of 24 CFR 84, Procurement Standards, and shall subsequently follow
Property Management Standards covering utilization and disposal of property.
E. Use and Reversion of Assets
The use and disposition of real property and equipment under this Agreement shall
be in compliance with the requirements of 24 CFR Part 84 and CFR 570.502,
570.503, and 570.504, as applicable, which include but are not limited to the
following:
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1. The Sub -recipient shall transfer to the Granwe any CDBG funds on hand and
any accounts receivable attributable to the use of funds under this Agreement at
the time of expiration, cancellation, or termination.
2. Real property under the Sub -recipient's control that was acquired or improved,
in whole or in part, with funds under this Agreement in excess of $25,000 shall
be used to meet one of the CDBG National Objectives pursuant to 24 CFR
570.208 until five (5) years after expiration of this Agreement [or such longer
period of time as the Grantee deems appropriate]. If the Sub -recipient fails to
use CDBG-assisted real property in a manner that meets a CDBG National
Objective for the prescribed period of time, the Sub -recipient shall pay the
Grantee an amount equal to the current fair market value of the property less
any portion of the value attributable to expenditures of non-CDBG funds for
acquisition of, or improvement to, the property. Such payment shall constitute
program income to the Grantee. The Sub -recipient may retain real property
acquired or improved under this Agreement after the expiration of the five-year
[or such longer period of time as the Grantee deems appropriate.
3. In all cases in which equipment acquired, in whole or in part, with funds under
this Agreement is sold, the proceeds shall be program income (prorated to
reflect the extent to that funds received under this Agreement were used to
acquire the equipment). Equipment not needed by the Sub -recipient for
activities under this Agreement shall be (a) transferred to the Grantee for the
CDBG program or (b) retained after compensating the Grantee [an amount
equal to the current fair market value of the equipment less the percentage of
non-CDBG funds used to acquire the equipment].
IX. RELOCATION REAL PROPERTY ACQUISITION AND ONE-FOR-ONE HOUSING
REPLACEMENT
The Grantee agrees to comply with (a) the Uniform Relocation Assistance and Real
Property Acquisition Policies Act of 1970, as amended (URA), and implementing
regulations at 49 CFR Part 24 and 24 CFR 92.353; (b) the requirements of 24 CFR
570.606(c) governing the Residential Antidisplacement and Relocation Assistance Plan
under Section 104(d) of the HCD Act; and (c) the requirements in 570.606(d) governing
optional relocation policies. The Grantee shall provide relocation assistance to persons
(families, individuals, businesses, nonprofit organizations and farms) that are displaced as
a direct result of acquisition, rehabilitation, demolition or conversion for a HOME -assisted
project. The Grantee also agrees to comply with applipable City ordinances, resolutions
and policies concerning the displacement of persons from their residences.
X. PERSONNEL & PARTICIPANT CONDITIONS
A. Civil Rights
Compliance
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The Grantee agrees to comply and to require all subcontractors to comply with Title
VI of the Civil Rights Act of 1964 as amended, Title VIII of the Civil Rights Act of
1968 as amended, Section 104(6) and Section 109 of Title I of the Housing and
Community Development Act of 1974 as amended, Section 504 of the
Rehabilitation Act of 1973, the Americans with Disabilities Act of 1990, the Age
Discrimination Act of 1975, Executive Order 11063, and with Executive Order
11246 as amended by Executive Orders 11375 and 12086.
2. Nondiscrimination
The Grantee will not discriminate against any employee or applicant for
employment because of race, color, creed, religion, ancestry, national origin, sex,
disability or other handicap, age, marital/familial status, or status with regard to
public assistance. The Grantee will take affirmative action to insure that all
employment practices are free from such discrimination. Such employment
practices include, but are not limited to, the following: hiring, upgrading,
demotion, transfer, recruitment or recruitment advertising, layoff, termination, rates
of pay or other forms of compensation, and selection for training, including
apprenticeship. The Grantee agrees to post in conspicuous places, available to
employees and applicants for employment, notices to be provided by the
contracting agency setting forth the provisions of this nondiscrimination clause.
3. Land Covenants
This contract is subject to the requirements of Title VI of the Civil Rights Act of
1964 (P.L. 88-352) and 24 CFR 92.350. In regard to the sale, lease, or other
transfer of land acquired, cleared or improved with assistance provided under this
contract, the Grantee shall cause or require a covenant running with the land to be
inserted in the deed or lease for such transfer, prohibiting discrimination as herein
defined, in the sale, lease or rental, or in the use or occupancy 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. The
Grantee, in undertaking its obligation to cavy out the program assisted hereunder,
agrees to take such measures as are necessary to enforce such covenant, and will
not itself so discriminate.
4. Section 504
The Grantee agrees to comply with any Federal regulations issued pursuant to
compliance with Section 504 of the Rehabilitation Act of 1973 (29 U.S.C. 706),
which prohibits discrimination against the handicapped in any Federally -assisted
program. The City shall provide the Grantee with any guidelines necessary for
compliance with that portion of the regulations in force during the term of this
contract.
5. Reports
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The Grantee shall maintain a report that documents the race/ethnicity of its
employees. The Grantee shall provide the City a copy with said report upon
execution of this Agreement.
6. Policies
The Grantee shall maintain current copies of its fair housing and equal opportunity
policies. The Grantee shall provide a copy of said policies to the City immediately
upon request.
B. Affirmative Action
Approved Plan
The Grantee agrees that it shall be committed to carry out pursuant to the City's
specifications an Affirmative Action Program in keeping with the principles as
provided in the President's Executive Order 11246 of September 24, 1965. The
City shall provide Affirmative Action guidelines to the Grantee to assist in the
formulation of such program. The Grantee shall submit a plan for an Affirmative
Action Program for approval prior to the award of funds.
2. Women -and Minority -Owned Businesses
The Grantee will use its best efforts to afford minority and women -owned business
enterprises the maximum practicable opportunity to participate in the performance
of this contract. As used in this contract, the term "minority and female business
enterprise" means a business at least fifty-one percent (51%) owned and controlled
by minority group members or women. For the purpose of this definition,
"minority group members" are Afro-Americans, Spanish-speaking, Spanish -
surnamed or Spanish -heritage Americans, Asian -Americans, and American Indians.
The Grantee may rely on written representations by businesses regarding their
status as minority and female business enterprises in lieu of an independent
investigation.
3. Access to Records
The Grantee shall furnish and cause each of its own subrecipients or subcontractors
to famish all information and reports required hereunder and will permit access to
its books, records and accounts by the City, HUD or its agent, or other authorized
Federal officials for purposes of investigation to ascertain compliance with the
rules, regulations and provisions stated herein.
4. Notifications
The Grantee will send to each labor union or representative of workers with which
it has a collective bargaining agreement or other contract or understanding, a notice,
to be provided by the agency contracting officer, advising the labor union or
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worker's representative of the Grantee's commitments hereunder, and shall post
copies of the notice in conspicuous places available to employees and applicants for
employment.
5. EEO/AA Statement
The Grantee will, in all solicitations or advertisements for employees placed by or
on behalf of the Grantee, state that it is an Equal Opportunity or Affirmative Action
employer.
6. Subcontract Provisions
The Grantee will include the provisions of Paragraphs X.A., Civil Rights, and B.,
Affirmative Action, in every subcontract or purchase order, specifically or by
reference, so that such provisions will be binding upon each of its own
subrecipients or subcontractors.
C. Employment Restrictions
Prohibited Activity
The Grantee is prohibited from using funds provided herein or personnel employed
in the administration of the program for: political activities; sectarian or religious
activities; and lobbying political patronage, and nepotism activities.
2. Labor Standards
The Grantee agrees 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 and Safety Standards Act, the Copeland "Anti -Kickback" Act (40 U.S.C.
276a -276a-5; 40 USC 327 and 40 USC 276c) and all other applicable Federal, state
and local laws and regulations pertaining to labor standards insofar as those acts
apply to the performance of this contract. The Grantee shall maintain
documentation which demonstrates compliance with hour and wage requirements
of this part. Such documentation shall be made available to the City for review
upon request. The Grantee agrees that, except with respect to the rehabilitation or
construction of residential property containing less than twelve(12) units, all
contractors engaged under contracts in excess of $2,000.00 for construction,
renovation or repair work financed in whole or in part with assistance provided
under this contract, 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 the
payment of wages and ratio of apprentices and trainees to journey workers;
provided, that if wage rates higher than those required under the regulations are
imposed by state or local law, nothing hereunder is intended to relieve the Grantee
of its obligation, if any, to require payment of the higher wage. The Grantee shall
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cause or require to be inserted in full, in all such contracts subject to such
regulations, provisions meeting the requirements of this paragraph.
3. "Section 3" Clause
a. Compliance
Compliance with the provisions of Section 3, the regulations set forth in 24
CFR 135, and all applicable rules and orders issued hereunder prior to the
execution of this contract, shall be a condition of the Federal financial
assistance provided under this contract and binding upon the City, the
Grantee and any of the Grantee's subrecipients and subcontractors. Failure
to fulfill these requirements shall subject the City, the Grantee and any of
the Grantee's subrecipients and subcontractors, their successors and assigns,
to those sanctions specified by the Agreement through which Federal
assistance is provided. The Grantee certifies and agrees that no contractual
or other disability exists which would prevent compliance with these
requirements.
The Grantee further agrees to comply with these "Section 3" requirements
and to include the following language it all subcontracts executed under
this Agreement:
"The work to be performed under this contract is a project assisted
under a program providing direct Federal financial assistance from
HUD and is subject to the requirements of Section 3 of the Housing
and Urban Development Act of 1968, as amended, 12 U.S.C. 1701.
Section 3 requires that, to the greatest extent feasible, opportunities
for training and employment be given to low- and very low-income
residents of the project area, and contracts for work in connection
with the project be awarded to business concerns that provide
economic opportunities for low- and very low-income persons
residing in the metropolitan area in which the project is located."
The Grantee further agrees to ensure that opportunities for training and
employment arising in connection with a housing rehabilitation (including
reduction and abatement of lead-based paint hazards), housing construction,
or other public construction project are given to low- and very low-income
persons residing within the metropolitan area in which the HOME -funded
project is located; where feasible, priority should be given to low- and very
low-income persons within the service area of the project or the
neighborhood in which the project is located, and to low- and very low-
income participants in other HUD programs; and award contracts for work
undertaken in connection with a housing rehabilitation (including reduction
and abatement of lead-based paint hazards), housing construction, or other
public construction project are given to business concerns that provide
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economic opportunities for low- and very low-income persons residing
within the metropolitan area in which the HOME -funded project is located;
where feasible, priority should be given to business concerns which provide
economic opportunities to low- and very low-income residents within the
service area or the neighborhood in which the project is located, and to low -
and very low-income participants in other HUD programs.
The Grantee certifies and agrees that no contractual or other legal incapacity
exists which would prevent compliance with these requirements.
b. Notifications
The Grantee agrees to send to each labor organization or representative of
workers with which it has a collective bargaining agreement or other
contract or understanding, if any, a notice advising said labor organization
or worker's representative of its commitments under this Section 3 clause
and shall post copies of the notice in conspicuous places available to
employees and applicants for employment or training.
C. Subcontracts
The Grantee will include this Section 3 clause in every subcontract and will
take appropriate action pursuant to the subcontract upon a finding that the
subcontractor is in violation of regulations issued by the grantor agency.
The Grantee will not subcontract with any entity where it has notice or
knowledge that the latter has been found in violation of regulations under 24
CFR 135 and will not let any subcontract unless the entity has first provided
it with a preliminary statement of ability to comply with the requirements of
these regulations.
D. Conduct
1. Assignability
The Grantee shall not assign or transfer any interest in this contract without the
prior written consent of the City thereto; provided, however, that claims for money
due or to become due to the Grantee from the City under this contract may be
assigned to a bank, trust company, or other financial institution without such
approval. Notice of any such assignment or transfer shall be furnished promptly to
the City.
2. Subcontracts
a. Approvals
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The Grantee shall not enter into any subcontracts with any agency or individual in
the performance of this contract without the written consent of the City prior to the
execution of such agreement.
b. Monitoring
The Grantee will monitor all subcontracted services on a risk analysis basis to
assure contract compliance. Results of monitoring efforts shall be summarized in
written reports and supported with documented evidence of follow-up actions taken
to correct areas of noncompliance.
C. Content
The Grantee shall cause all of the provisions of this contract in its entirety to be
included in and made a part of any subcontract executed in the performance of this
Agreement.
d. Selection Process
The Grantee shall undertake to insure that all subcontracts let in the performance of
this Agreement shall be awarded on a fair and open competition basis. Executed
copies of all subcontracts shall be forwarded to the City along with documentation
concerning the selection process.
e. Suspension / Disbarment
The Grantee shall not enter into any subcontracts with an agency, business or
individual that has been suspended, disbarred or otherwise excluded from federal
grants. The Grantee shall maintain records demonstrating that it has reviewed
potential subcontractors against the debarred and excluded list prior to committing
any grant funds to a subcontract.
3. Hatch Act
The Grantee agrees that no funds provided, nor personnel employed under this
contract, shall be in any way or to any extent engaged in the conduct of political
activities in violation of Chapter 15 of Title V United States Code.
4. Conflict of Interest
The Grantee shall maintain written codes of conduct that govern the performance of
its employees engaged in the award and administration of contracts. Said codes of
conduct shall be in compliance with 24 CFR 84.42.
Further, Grantee covenants that it presently has no financial interest, direct or
indirect, which would conflict in any manner o^ degree with the performance of
services required under this Agreement. The Grantee further covenants that, in the
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performance of this Agreement, no person having such a financial interest shall be
employed or retained by the Grantee hereunder. These conflict of interest
provisions apply to any person who is an employee, agent, consultant, officer, or
elected official or appointed official of the City, or of any designated public
agencies or subrecipients which are receiving funds under the CDBG Entitlement
program.
5. Lobbying
The Grantee hereby certifies that
a. No Federal appropriated funds have been paid or will be paid, by or on
behalf of it, to any person for influencing or attempting to influence an
officer or employee of any agency, a Member of Congress, an officer or
employee of Congress, or an employee of a Member of Congress in
connection with the awarding of any Federal contract, the making of any
Federal grant, the making of any Federal loan, the entering into of any
cooperative agreement, and the extension, continuation, renewal,
amendment, or modification of any Federal contract, grant, loan, or
cooperative agreement;
b. If any funds other than Federal appropriated funds have been paid or will be
paid to any person for influencing or attempting to influence an officer or
employee of any agency, a Member of Congress, an officer or employee of
Congress, or an employee of a Member of Congress in connection with this
Federal contract, grant, loan, or cooperative agreement, it will complete and
submit Standard Form -LLL, "Disclosure Form to Report Lobbying," in
accordance with its instructions;
C. It will require that the language of paragraph (d) of this certification be
included in the award documents for all sub awards at all tiers (including
subcontracts, sub grants, and contracts under grants, loans, and cooperative
agreements) and that all subrecipients shall certify and disclose accordingly;
and
d. Lobbying Certification - Paragraph d
This certification is a material representation of fact upon which reliance
was placed when this transaction was made or entered into. Submission of
this certification is a prerequisite for making or entering into this transaction
imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file
the required certification shall be subject to a civil penalty of not less than
$10,000 and not more than $100,000 for each such failure.
6. Copyright
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If this contract results in any copyrightable material or inventions, the City and/or
grantor agency reserves the right to royalty -free, non-exclusive and irrevocable
license to reproduce, publish or otherwise use and to authorize others to use, the
work or materials for government purposes.
7. Religious Organization
The Grantee agrees that funds provided under this contract will not be utilized for
religious activities, to promote religious interests, or for the benefit of a religious
organization in accordance with the Federal regulations specified in 24 CFR
92.257.
XI. ENVIRONMENTAL CONDITIONS
A. Air and Water
The Grantee agrees to comply with the following requirements insofar as they apply to the
performance of this contract:
Clean Air Act, 42 U.S.C., 7401, et seq.
Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251, et seq., as amended,
1318 relating to inspection, monitoring, entry, reports, and information, as well as other
requirements specified in said Section 114 and Section 308, and all regulations and
guidelines issued thereunder. Environmental Protection Agency (EPA) regulations
pursuant to 40 C.F.R., Part 50, as amended.
B. Flood Disaster Protection
In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 USC
4001), the Grantee shall assure that, for activities located in an area identified by FEMA as
having special flood hazards, flood insurance under the National Flood Insurance Program
is obtained and maintained as a condition of financial assistance for acquisition or
construction purposes (including rehabilitation).
C. Lead -Based Paint
The Grantee agrees that any construction or rehabilitation of residential structures with
assistance provided under this contract shall be subject to HUD Lead -Based Paint
Regulations at 24 CFR 92.355, and 24 CFR Part 35 as applicable.
D. Asbestos
The Grantee agrees to comply with the Texas Asbestos Health Protection Act set forth at
Article 4477-3a Section 12 of the Texas Civil Statutes and the National Emission Standard
for Asbestos Regulations set forth at 40 CFR Part 61.
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E. Historic Preservation
The Grantee agrees to comply with the Historic Preservation requirements set forth in the
National Historic Preservation Act of 1966, as amended (16 U.S.C. 470) and the
procedures set forth in 36 CFR, Part 800, Advisory Council on Historic Preservation
Procedures for Protection of Historic Properties, insofar as they apply to the performance
of this contract.
In general, this requires concurrence from the State Historic Preservation Officer for all
rehabilitation and demolition of historic properties that are fifty (50) years old or older or
that are included on a Federal, state, or local historic property list.
XII. SEVERABILITY
If any provision of this Agreement is held invalid, the remainder of the Agreement shall not
be affected thereby, and all other parts of this Agreement shall nevertheless be in full force
and effect.
XIII. SECTION HEADINGS AND SUBHEADINGS
The section headings and subheadings contained in this Agreement are included for
convenience only and shall not limit or otherwise affect the terms of this Agreement.
XIV. WAIVER
The Grantee's failure to act with respect to a breach by the Sub -recipient does not waive its
right to act with respect to subsequent or similar breaches. The failure of the Grantee to
exercise or enforce any right or provision shall not constitute a waiver of such right or
provision.
XV. ENTIRE AGREEMENT
This agreement constitutes the entire agreement between the Grantee and the Sub -recipient
for the use of funds received under this Agreement and it supersedes all prior or
contemporaneous communications and proposals, whether electronic, oral, or written
between the Grantee and the Sub -recipient with respect to this Agreement.
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IN WITNESS WHEREOF, the Parties have executed this contract as of the date first written
above.
CITY OF LUBBOCK
GLEN C. R BERT ON
MAYOR
ATTEST:
Rebe a Garza, City Secretary
APPROVED AS TO CONTENT:
LilL.111..-..!
Justin Pr itt, As istant City A orney
COMMUNITY HOUSING RESOURCE
BOARD
Maggie Ttejtf "
Executive Director
L.
A �,n. L�/-'t
D. A. Smith, President
FED. I.D. # 75-2052605
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