HomeMy WebLinkAboutCDBG Contract - Community Homebuyers Corp - Homeownership AssistBOARD OF PUBLIC WORKS
AGENDA ITEM REVIEW REQUEST FORM
Date 8/05/16
Name Lory Timmer Department
DCI
BPW Date 8/23116 Phone Extension 5841
Required Prior to Submittal to Board
Legal ® Attorney Name Michael Schmidt
Controller ® Controller review is required for all Contracts $5,000.00 or more and
greater than one year in length per the City Purchasing Policy
Purchasing
Check the Appropriate Item Type — Required for All Submissions
❑ Agreement ® Contract ❑ Proposal ❑ Addendum
❑ Professional Services ❑ Resolution
❑ Bid Opening ❑ Bid Award ❑ Req. to Advertise ❑ Title Sheet
❑ Quote Opening ❑ Quote Award
❑ Change Order No. ❑ C/O & PCA No. ❑ PCA
❑ Ease/Encroach. ❑ Traffic Control
❑ Other: Amendment
Required Information
Company or Vendor Name Community Homebuyers Corporation Inc.
New Vendor ❑ Yes ® No ❑ If Yes, Approved by Purchasing
MBE/WBE Contractor ❑ MBE ❑ WBE
MBE/WBE Contractor Requested ® No ❑ Yes Name of Company
Project Name Homeownership Assistance Program
Project Number 16-JC-04
Funding Source
Account No.
Amount
Terms of Contract
$200,000
/01/16 — 1
Purpose/Description Provide downpayment and/or closing cost assistance to first-time low -
moderate income homebuyers
Amount of
® Required Contractor's Certification Form Attached (Non -
Collusion, Non -Discrimination, Non -Debarment, E-Verify, Iran, et(
Increase
Previous Amount
Current Percent of Change:
New Amount
Total Percent of Change:
Copy
Original
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Love
uired For Change Orders
Dispersal After Approval
COMMUNITY DEVELOPMENT PROGRAM CONTRACT
Community Homebuyers Corporation, Inc.
Homeownership Assistance Program
16-JC-04
THIS AGREEMENT is entered into this 23 "day of F dx G to 5T1 _ 2016 by and
between the City of South Bend, State of Indiana, by and through its Board of Public Works, for and on behalf of the
Department of Community Investment (the "City"), and Community Homebuvers Corporation Inc., (the
"Agency" or "Contractor") for the Homeownership Assistance Program. This award is granted under CFDA
14.218, Community Development Block Grant Program, Department of Housing and Urban Development, Office of
Community Planning and Development, Grant Number B-16-MC-18-0011.
WHEREAS, the City has received a grant under Title I of the Housing and Community Development Act of
1974, (P.L. 93-383), as amended, from the United States Department of Housing and Urban Development ("HUD");
and
WHEREAS, pursuant to this grant, the City is undertaking certain activities; and
WHEREAS, the City desires to engage the Agency to give certain assistance in connection with such
activities;
NOW, THEREFORE, the City and the Agency do mutually agree as follows:
1. DEFINITIONS: As used in this Contract:
A. A enc means the entity, whether public or private, which has the responsibility for administering a project
or activity.
B. Area means the corporate boundaries of the City of South Bend or one or more sections of the Neighborhood
Revitalization Area as specifically delineated in the Scope of Services/Project Description, Appendix I, of
this Agreement.
C. Contractor means an entity other than an Agency (except as noted in the Labor Standards Provisions), that
furnishes to the City or to an Agency services or supplies (other than standard commercial supplies, office
space or printing services).
D. HUD means the United States Department of Housing and Urban Development or a person authorized to act
on its behalf.
E. Program means the Community Development Program approved by HUD as the same may be amended from
time to time.
2. SCOPE OF SERVICES/PROGRAM DESCRIPTION: The Agency shall perform all services according to
the Scope of Services/Project Description attached as Appendix I and made a part of this Contract.
3. AMENDMENTS: Any revision to this Contract, including Appendices, shall be made by written amendment to
this Contract and will be considered effective when approved by the City's Board of Public Works.
4. COMPLIANCE WITH APPROVED PROGRAM: All activities authorized by this Contract shall be
performed in accordance with the Scope of Services/Project Description (Appendix I), the approved Budget
(Appendix I), the Grant Conditions, and the relevant Department of Housing and Urban Development regulations
and consistent with governing state and federal statutes, rules and regulations as well as local ordinances.
5. SUBCONTRACTING: The performance covered by this Contract shall not be subcontracted, assigned or
delegated without the prior written consent of the City, which may be withheld at the sole discretion of the City.
6. AWARD: It is expressly understood and agreed that in no event will the City pay the Agency more than
$200,000.00 for full and complete satisfactory performance of this Contract. The City shall compensate the
Agency for fulfilling this Contract as provided in accordance with the terms and conditions contained herein.
7. PROGRAM INCOME: Any gross income directly generated from the use of the award funds shall be used
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only for those activities delineated in the Scope of Services/Program Description and all relevant provisions of
this Contract shall apply to such activities. At the end of the program year, the City may require remittance of all
or part of any program income balances (including investments thereof) held by the Agency (except for certain
exceptions). Disposition of program income, as applicable, is outlined in the Scope of Services/Program
Description, Appendix I, and in compliance with 24 CFR 570.504(b) and (c).
8. FISCAL AND ADMINISTRATIVE RESPONSIBILITIES: The Agency agrees to comply with the provisions
of 24 CFR 570.502 and its applicable requirements and standards which include but are not limited to the
following:
A. Allowable and Allocable Costs. Costs must be necessary, reasonable and directly related to the Scope of
Services/Program Description of this Contract. In addition, costs must be legal and proper. The Budget
included in Appendix I shall control amounts of allowable expenditures within budget categories.
B. Documentation of Costs. All costs shall be supported by properly executed payrolls, time records, invoices,
contracts, or vouchers or other official documentation evidencing in proper detail the nature and propriety of
charges. All checks, payrolls, invoices, contracts, vouchers, orders, or other accounting documents pertaining
in whole or in part to this Contract shall be clearly identified and readily accessible.
C. Restriction on Disbursements. No money under this Contract shall be disbursed by the Agency to any
contractor except pursuant to a written contract which incorporates the applicable requirements of this
Contract and HUD regulations and unless the contractor is in compliance with HUD requirements for
applicable accounting and fiscal matters.
D. Records and Reports:
1. Establishment and Maintenance of Records.
Records shall be maintained in accordance with requirements prescribed by HUD or the City with respect
to all matters covered by this Contract. Except as otherwise authorized by HUD, such records shall be
maintained for a period of four (4) years after receipt of final payment under this Contract.
2. Reports.
(a) At such times and in such forms as HUD or the City may require, there shall be furnished to HUD
or the City such statements, records, data and information as HUD or the City may request pertaining
to matters covered by this Contract.
(b) The Agency shall submit to the City:
(1) periodic progress reports as established in the Scope of Services/Project Description attached
as Appendix I, and
(2) a report at the conclusion of the project for which funds are provided under this Contract which
summarizes the successes or failures of the assisted activity. Additionally, the Agency shall
provide statistical data with respect to services provided or persons benefited under this
Contract.
(3) Non -expendable Property.
(i) Inventory. The Agency shall keep inventory records, acceptable to the City, on all
non -expendable property purchased under this Contract. The Agency shall submit an
inventory record of all items at the end of the program year and resubmit it each program
year with revisions as necessary.
(ii) Insurance and Maintenance. For all non -expendable property purchased under this
Contract, the Agency shall maintain sufficient insurance to cover the cost of replacement
due to loss by fire, theft, or accidental damage. The Agency shall also be responsible for
the maintenance and upkeep of all such property.
3. Cooperation with Agency. The City shall provide all available maps, reports, and other data requested
by the Agency to accomplish the services which are the subject of this Contract. The Agency shall pay
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for all articles so supplied.
E. Audits and Reviews:
1. City and Federal Audits.
(a) The City shall require governmental agency and nonprofit agency audits consistent with 24 CFR
Parts 84 and 85, respectively, for those agencies that have combined expenditures of federal
financial assistance totaling Seven Hundred Fifty Thousand Dollars ($750,000) a year or more.
Agencies with expenditures totaling $750,000 or more from all federal sources for the most recent
ended fiscal year shall have a Single Audit conducted in accordance with the Single Audit Act,
OMB Circular A-133 and Generally Accepted Government Auditing Standards for that fiscal year.
Agencies that do not qualify for an A-133 audit shall submit a CPA Audited Financial Statement,
or at a minimum a Certified Annual Financial Statement (CFA). Audited Financial Statements and
CFAs will be accepted only from those agencies that can document they did not qualify for an A-
133 audit. Agencies shall ensure that their independent auditors conduct the proper type of audit.
A-133 Single Audits shall be submitted to the City no later than nine (9) months after the end of the
agency's fiscal year; CPA Audited Financial Statements and CFAs shall be submitted no later than
nine (9) months after the end of the fiscal year.
(b) The City may make an examination of the Agency's fidelity bonding and fiscal and accounting
procedures to determine whether these procedures meet the requirements of this Contract.
(c) At any time during normal business hours and as often as the City, HUD and/or the Comptroller
General of the United States may deem necessary, there shall be made available to the City, HUD
and/or representatives of the Comptroller General for examination all of its records with respect to
all matters covered by this Contract. Further, the Agency shall permit the City, HUD, and/or
representatives of the Comptroller General to audit, examine and make excerpts of transcripts from
such records, and to make audits of all contracts, invoices, materials, payrolls, records of personnel,
conditions of employment and other data relating to all matters covered by this Contract.
2. Periodic Review. At regular intervals during the term of this Contract the City may conduct reviews of
the content and progress of the Agency services. If, as a result of such review, it is the opinion of the
City that revisions to the Scope of Services/Program Description are necessary or the methods employed
by the Agency are inappropriate, the City may require such revisions by notifying the Agency in writing.
Upon receipt of such notification of revision, the Agency shall, within ten (10) days, propose the manner
in which such revisions shall be made. The proposed revisions shall be subject to the City's written
approval and amendment to this Contract.
F. Termination.
1. By giving five (5) working days written notice specifying the effective date, the City may terminate this
Contract in whole or in part for cause, which shall include:
(a) failure, for any reason, of the Agency to fulfill in a timely and proper manner its obligations under
this Contract, including compliance with the approved program and Contract conditions, and such
statutes, executive orders, and HUD directives as may become applicable at any time;
(b) submission by the Agency to the City of reports that are incorrect or incomplete in any material
respect;
(c) ineffective or improper use of funds provided under this Contract;
(d) failure of the Agency to supply the City with monthly reports and data necessary to the continuing
planning process of the City; or
(e) suspension or termination by HUD of the grant to the City under which this Contract is made, or the
portion of it delegated by this Contract; provided, however, that if the grant is merely reduced and
in the absence of any contrary HUD directive, the Agency may readjust its budget and recommend
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Contract amendments to the City.
2. The City may also terminate, assignor transfer this Contract when required by HUD direction.
3. The Agency may propose to terminate this Contract in whole or in part, for good cause only, by giving
at least thirty (30) days written notice specifically stating the cause for such requested termination. Any
such request for termination shall be subject to the written approval of the City, acted upon by the City
within ten (10) days of receipt of the notice of request to terminate. The decision of the City shall be
final and conclusive, provided that such approval shall not be unreasonably withheld.
4. This Contract may also be terminated by either the City or the Agency in whole or in part, by mutual
agreement setting forth the reasons for such termination, the effective date, and in the case of partial
termination, the portion to be terminated. However, if in the case of a partial termination, the City
determines that the remaining portion of the award will not accomplish the purpose for which the award
was made, the City may terminate the award in its entirety.
G. Project Close -Out. In the event the Agency does not expend the amount allocated under this Contract or the
project is canceled, expired, assigned or terminated for any reason, any funds not claimed by the Agency and
approved by the City for allowable costs by the end of the term or by the date of cancellation, expiration, or
termination of this Contract, as the case may be, shall no longer be payable to the Agency under this Contract.
H. Reversion of Assets. At the conclusion, cancellation, assignment or termination of this Contract, the
disposition of assets under this Contract shall be in compliance with 24 CFR 570.502, 24 CFR 570.503, and
24 CFR 570.504 as applicable, which include but are not limited to the following:
1. Personal property and equipment acquired under this Contract shall revert to the City for disposition in
compliance with 24 CFR 570.502.
2. Where there is a residual inventory of unused supplies in excess of Five Thousand Dollars ($5,000) in
total aggregate fair market value in which the Agency has vested title through acquisitions under this
Contract, and where there is no need for said supplies for any other federally sponsored programs or
projects, the Agency shall compensate the City for its share in compliance with 24 CFR 570.502.
3. The Agency shall transfer to the City any funds on hand and any accounts receivable attributable to the
use of funds under this Contract at the time of expiration, cancellation, or termination.
4. Real property under the Agency's control that was acquired or improved in whole or in part with funds
under this Contract, including loans made to the Agency, in excess of Twenty Five Thousand and 00/100
Dollars ($25,000.00), unless otherwise specified in Scope of Services/Program Description, Appendix
I, shall be (a) used to meet one of the national objectives pursuant to 24 CFR 570.208 until five years
after expiration of this Contract, or (b) not used in accordance with 14(4)(a) of this section, in which
event the Agency shall pay to the City an amount equal to the current market value of the property less
any portion thereof attributable to expenditures of non -Contract funds for acquisition of, or improvement
to, the property.
9. COMMUNITY DEVELOPMENT IDENTIFICATION IN PROJECT ACTIVITIES:
A. All buildings, offices, vehicles and other such property purchased or supported in whole or in part with funds
made available under this Contract shall identify the Program as a sponsor of the activity.
B. All pamphlets, brochures or other printed material prepared and/or distributed by the Agency in connection
with activities for which Community Development funding is provided under this Contract shall identify the
Program and HUD as sponsors of the activity by the inclusion of the following statement in all such material:
"This [brochure, pamphlet, etc.] was produced [in whole or in part] with the assistance of the
City of South Bend Community Development Program through funds made available by the
U.S. Department of Housing and Urban Development under Title I of the Housing and
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Community Development Act of 1977."
C. Failure to comply with A or B above shall result in a disallowance of all costs incurred for the activity.
10. COPYRIGHTS: If this Contract results in a book or other copyrightable material, the author may copyright the
work, but the City and HUD reserve royalty free, nonexclusive, and irrevocable licenses to reproduce, publish, or
otherwise use, and to authorize others to use, all copyrighted material and all material which can be copyrighted.
11. PATENTS: Any discovery or invention arising out of or developed in the course of work aided by this Contract
shall be promptly and fully reported to HUD for determination by HUD as to whether patent protection on such
invention or discovery, including rights under any patent issued thereon, shall be disposed of and administered in
order to protect the public interest.
12. EQUAL OPPORTUNITY AND NONDISCRIMINATION: The Agency agrees to comply with equal
opportunity requirements applicable to Community Development Block Grant activities. Specifically, the
Agency agrees to comply with:
A. Title VIh Civil Rights Act of 1964, which provides that no person in the United States shall on the ground
of race, color, or national origin be excluded from participation in, be denied the benefits of, or be subjected
to discrimination under any program or activity receiving federal financial assistance.
B. Title VIII. Civil Rights Act of 1968, as amended by the Fair Housing Amendments Act of 1988, which
provides for fair housing throughout the United States. Kinds of discrimination prohibited include refusal to
sell, rent, or negotiate, or otherwise to make unavailable; discrimination in terms, conditions and privileges;
discriminatory advertising; false representation; blockbusting; discrimination in financing; and
discrimination in membership in multi -listing services and real estate brokers organizations. Discrimination
is prohibited on the ground of race, color, religion, sex, handicap, familial status (having one or more children
under age 18 and/or pregnant women), and national origin. The Secretary of HUD (and grantees) shall
administer programs and activities relating to housing and urban development in a manner affirmatively to
further the policies of this Title.
C. Section 109, Housing and Community Development Act of 1977, as amended, which provides that no person
in the United States shall on the ground of race, color, religion, national origin or sex be excluded from
participation in, be denied the benefits of, or be subjected to discrimination under any program or activity
funded in whole or in part with funds made available under this Title.
D. Section 504 of the Rehabilitation Act of 1973, which provides that handicapped individuals may not be
excluded from participation in, be denied benefits of, or be subjected to discrimination under any program or
activity receiving federal financial assistance.
E. Executive Order 11063, as amended by Executive Order 12259, which requires equal opportunity in housing
and related facilities provided by federal financial assistance.
F. Executive Order 11246, as amended by Executive Orders 11375 and 12086, which prohibits discrimination
on the ground of race, color, religion, sex or national origin in all phases of employment under federally
assisted construction contracts, and requires contractors and subcontractors to take affirmative action to
ensure fair treatment in employment and training practices.
G. Section 3, Housing and Urban Development Act of 1968, which provides that to the greatest extent feasible,
opportunities for training and employment shall be given to lower income residents of HUD -assisted project
areas, and that contracts for work in connection with such projects be awarded to business concerns which
are located in or are owned in substantial part by project area residents. In connection with its compliance
with Section 3 and the Section 3 Clause set forth below, the Agency shall insert in full in all contracts and
subcontracts for work financed in whole or in part with assistance provided under this Contract the Section
3 Clause which follows:
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"A. The work to be performed under this Contract is on a project assisted under a program providing
direct Federal financial assistance from the Department of Housing and Urban Development ("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. 170lu (Section 3). The purpose of Section 3 is to ensure that employment and other
economic opportunities generated by HUD assistance or HUD -assisted projects covered by Section 3,
shall, to the greatest extent feasible, be directed to low- and very low-income persons, particularly
persons who are recipients of HUD assistance for housing. Accordingly, Section 3 requires that to the
greatest extent feasible opportunities for training and employment be given 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 area of the project.
B. The parties to this Contract will comply with the provisions of Section 3 and the regulations issued
pursuant thereto by the Secretary of Housing and Urban Development set forth in Title 24, Code of
Federal Regulations (24 CFR), and all applicable rules and orders of the Department issued there under
prior to the execution of this Contract. The parties to this Contract certify and agree that they are under
no contractual or other disability which would prevent them from complying with these requirements.
C. The Contractor will send to each labor organization or representative of workers with which he has
a collective bargaining agreement or other contract or understanding if any, a notice advising the said
labor organization or workers' representative of his 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. The notice shall describe Section 3 preference, shall set forth minimum number and job
titles subject to hire, availability of apprenticeship and training positions, the qualifications for each; the
name and location of the person(s) taking applications for each of the positions; and the anticipated date
the work shall begin.
D. The Contractor will include this Section 3 Clause in every subcontract for work in connection with
the project and will, at the direction of the applicant for or recipient of Federal financial assistance, take
appropriate action pursuant to the subcontract upon a finding that the subcontractor is in violation of
regulations issued by the Secretary of Housing and Urban Development under 24 CFR. The Contractor
will not subcontract with any subcontractor where it has notice or knowledge that the latter has been
found in violation of regulations under 24 CFR and will not let any subcontract unless the subcontractor
has first provided it with a preliminary statement of ability to comply with the requirements of these
regulations.
E. The Contractor will certify that any vacant employment positions, including training positions, that
are filled (1) after the Contractor is selected but before the contract is executed, and (2) with persons
other than those to whom the regulations of 24 CFR require employment opportunities to be directed,
were not filled to circumvent the Contractor's obligations under 24 CFR.
F. Compliance with the provisions of Section 3, the regulations set forth in 24 CFR, and all applicable
rules and orders of the Department issued thereunder prior to execution of this contract, shall be a
condition of the Federal financial assistance provided to the project, binding upon the applicant or
recipient for such assistance, its successors, and assigns. Failure to fulfill these requirements shall
subject the applicant or recipient, its contractors and subcontractors, its successors, and assigns to those
sanctions specified by the grant or loan agreement or contract through which Federal assistance is
provided, and to such sanctions as are specified by 24 CFR, which may include termination of this
Contract for default and debarment or suspension from future HUD assisted contracts."
The contracts shall also include additional language from Section 3 and from 25 U.S.0 450e to the extent
work performed in connection with Section 3 covers Indian housing assistance.
13. OTHER REQUIREMENTS: Notwithstanding the City's responsibilities with respect to the requirements listed
below, the Agency agrees to comply with the following requirements, when applicable:
A. National Program for Minority Business Enterprise. The Agency agrees to comply with the provisions of
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Executive Order11625.
B. Relocation and Acquisition. The Agency agrees to comply with the provisions of the Uniform Relocation
Assistance and Real Property Acquisition Policies Act of 1970, (42 U.S.C. 4601), as amended, and the
regulations at 24 CFR 570.606, which may be amended from time to time.
C. Environment. The Agency agrees to comply with the Clean Air Act (42 U.S.C. 7401, et seq.), the Federal
Water Pollution Control Act (33 U.S.C. 1251, et seq.) and the provisions of the National Environmental
Policy Act of 1969 (42 U.S.C. 4321, et seq.) and the regulations issued pursuant to these Acts, when
applicable.
D. Historic Preservation. The Agency agrees to comply with the National Historic Preservation Act (16 U.S.C.
470, et seq.) and regulations pursuant to it. The Agency agrees to take into account the effect of the project
for which Community Development funding is provided under this Contract on any district, site, building,
structure, or object listed in or found by the Secretary of the Interior, pursuant to 24 CFR 570.202, to be
eligible for inclusion in the National Register of Historic Places.
E. Labor Standards. When applicable, the Agency agrees to comply with the provisions of 24 CFR 570.603
and related local requirements which may be issued from time to time by the City of South Bend's Department
of Community and Economic Development. The Agency shall include in all applicable construction
contracts the provisions of federal law imposing labor standards on federally assisted construction, including,
but not limited to residential projects for use by eight (8) or more families.
F. Architectural Barriers and the Americans with Disabilities Act. The Agency agrees to comply with the
Architectural Barriers Act of 1968 (42 U.S.C. 4151) in designing, constructing, or altering buildings meeting
the definition of Aresidential structure at 24 CFR 40.2. The Agency also agrees to comply with The
Americans with Disabilities Act (ADA) in providing comprehensive civil rights to individuals with
disabilities in employment, public accommodations, government services, and telecommunications; and
complying with applicable handicapped access requirements of Federal, State, and City requirements.
G. Cultural Environment. The Agency agrees to comply with the provisions of Executive Order 11593.
H. Flood Disaster. The Agency agrees to comply with the provisions of the Flood Disaster Act of 1973 (42
U.S.C. 4001, et seq.) and regulations issued pursuant to it.
Identity Theft Prevention Program. When applicable, the Agency agrees to comply with the provisions of
the Fair and Accurate Credit Transactions Act ("FACTA"), 15 USC 1681, the regulations promulgated
thereunder (16 CFR 681) and all related local requirements (including the South Bend Board of Public Works
Resolution No. 77-2008) which may be adopted from time to time by the City of South Bend. The Agency
shall include in all applicable contracts, the provisions of federal, state and local law imposing an obligation
to detect, prevent and mitigate identity theft in connection with certain credit transactions on federally
assisted projects.
14. LEAD -BASED PAINT: Notwithstanding any other provision, the Agency performing residential housing
rehabilitation under this contract, agrees: to comply with the regulations set forth in 24 CFR 570.608 and all
applicable rules and orders issued thereunder which prohibit the use of lead -based paint in residential structures
undergoing federally assisted construction or rehabilitation; to perform notification of lead -based paint hazard to
tenants and purchasers as prescribed; and to perform inspection, testing, and abatement actions as regulations
require. Every contract or subcontract including painting, pursuant to which such federally assisted construction
or rehabilitation is performed, shall include appropriate provisions prohibiting the use of lead -based paint.
15. DRUG -FREE WORKPLACE: The Agency hereby covenants and agrees to make a good faith effort to provide
and maintain a drug -free workplace. The Agency will give written notice to the City within ten (10) days after
receiving actual notice that an employee has been convicted of a criminal drug violation occurring in the Agency's
workplace.
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16.
False certification or violation of the certification may result in sanctions including, but not limited to, suspension
of payments, termination of the Grant or contract and/or debarment of grant opportunities with the State of Indiana
for up to three (3) years.
The Agency certifies and agrees that it will provide a drug -free workplace by:
A. Publishing and providing to all of its employees a statement notifying their employees that the unlawful
manufacture, distribution, dispensing, possession or use of a controlled substance is prohibited in the
Agency's workplace and specifying the actions that will be taken against employees for violations of such
prohibition; and
B. Establishing a drug -free awareness program to inform their employees of the (1) the dangers of drug abuse
in the workplace; (2) the Agency's policy of maintaining a drug -free workplace; (3) any available drug
counseling, rehabilitation, and employee assistance programs; and (4) the penalties that may be imposed
upon an employee for drug abuse violations occurring in the workplace.
C. Notifying all employees in the statement required by subparagraph (a) above that as a condition of continued
employment the employee will (1) abide by the terms of the statement; and (2) notify the Agency of any
criminal drug statute conviction for a violation occurring in the workplace no later than five (5) days after
such conviction;
D. Notifying in writing the City within ten (10) days after receiving notice from an employee under subdivision
(c)(2) above, or otherwise receiving actual notice of such conviction;
E. Within thirty (30) days after receiving notice under subdivision (c)(2) above of a conviction, imposing the
following sanctions or remedial measures on any employee who is convicted of drug abuse violations
occurring in the workplace: (1) take appropriate personnel action against the employee, up to and including
termination; or (2) require such employee to satisfactorily participate in a drug abuse assistance or
rehabilitation program approved for such purposes by a Federal, State or local health, law enforcement, or
other appropriate agency; and
F. Making a good faith effort to maintain a drug -free workplace through the implementation of subparagraphs
(a) through (e) above.
A. Prohibition Against Payments of Bonus or Commission. The assistance provided under this Contract shall
not be used in payment of any bonus or commission to obtain HUD or City approval of the application for
such assistance or for additional assistance, or any other approval or concurrence required under this Contract,
Title I of the Housing and Community Development Act of 1974, as amended, or HUD regulations with
respect thereto; provided, however, that reasonable fees or bona fide technical, consultant, managerial or
other such services, rather than solicitation, are not prohibited if otherwise eligible as program costs.
B. Prohibition Against Kickbacks. The Agency agrees to comply with the Copeland Anti -Kickback Act (18
U.S.C. 874) which prohibits kickbacks from public works employees.
C. Conflict of Interest. In the procurement of supplies, equipment, construction, and services by the Agency:
1. No member, officer, or employee of the City, or its designees or agents, no member of the governing
body of the City of South Bend or the Agency (and no one with whom they have family or business ties)
who exercises any functions or responsibilities with respect to the program during his or her tenure or
for one year thereafter, shall have any financial benefit, direct or indirect, in any contract or subcontract,
or the proceeds thereof, for work to be performed in connection with the program assisted under the
Contract.
2. The Agency agrees that it will incorporate into every written contract the following provision:
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"INTEREST OF CONTRACTOR AND EMPLOYEES: The Contractor covenants that no
person who presently exercises any functions or responsibilities in connection with the
Community Development Program, and no one with whom they have family or business
ties, has any personal financial benefit, direct or indirect in this Contract."
In all other situations, no Covered Person who exercises or has exercised any functions or responsibilities
with respect to CDBG activities assisted under this part, or who is in a position to participate in a decision
making process or gain inside information with regard to such activities, may obtain a financial interest or
benefit from a CDBG-assisted activity, or have a financial interest in any contract, subcontract, or agreement
with respect to a CDBG-assisted activity, or with respect to the proceeds of the CDBG-assisted activity,
either for themselves or those with whom they have business or immediate family ties, during their tenure or
for one year thereafter. For the UDAG program, the above restrictions shall apply to all activities that are a
part of the UDAG project, and shall cover any such financial interest or benefit during, or at any time after,
such person's tenure. A "Covered Person" is any person who is an employee, agent, consultant, officer, or
elected official or appointed official of the recipient (the City), or of any designated public agencies, or of
subrecipients (the Agency) that are receiving funds under this part.
D. Political Activity Prohibited. None of the funds, materials, property or services provided directly or indirectly
under this Contract shall be used for any candidate for public office or for political activities.
E. Prohibition of Religious Discrimination and Assistance for Religious Activities and/or Organizations.
Organizations that are religious or faith -based are eligible, on the same basis as any other organization, to
participate in the CDBG program. An organization that participates in the CDBG program shall not, in
providing program assistance, discriminate against a program beneficiary or prospective program beneficiary
on the basis of religion or religious belief. None of the funds, materials, property or services provided under
this Contract may be used to promote religious activities as set forth in 24 CFR 570.2000).
F. Lobbvine Prohibited. None of the funds provided under this Contract shall be used for publicity or
propaganda purposes designed to defeat or support legislation pending before Congress.
17. CERTIFICATION REGARDING LOBBYING: The undersigned representative of the Agency certifies, to
the best of his or her knowledge and belief, that:
A. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, 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, or the extension, continuation, renewal, amendment, or
modification of any Federal contract, grant, loan, or cooperative agreement.
B. If any funds otherthan 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, the undersigned representative of the Agency shall complete and
submit Standard Form-LLL, Disclosure Form to Report Lobbying, in accordance with its instructions.
C. The undersigned representative of the Agency shall require that the language of this certification be included
in the award documents for all subawards at all tiers (including subcontracts, subgrants and agreements) and
that all subrecipients shall certify and disclose accordingly.
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 31 U.S.C. 1352. Any person who fails to file the required certification shall be subject
to a civil penalty of not less than Ten Thousand and 00/100 Dollars ($10,000.00) and not more than One
Hundred Thousand and 00/100 Dollars ($100,000.00) for each such failure. All liability arising from an
erroneous representation shall be borne solely by the tier filing that representation and shall not be shared by
CDBG Program Contract Page 9
18.
any tier to which the erroneous representation is forwarded.
EXCLUSION --LOWER TIER COVERED TRANSACTIONS: A person who is debarred or suspended shall
be excluded from Federal financial and nonfinancial assistance and benefits under Federal programs and
activities. The Agency shall include the following clause without modification, in all proposals, agreements,
contracts, proposals, or other lower tier covered transactions. (Where the prospective lower tier participant is
unable to certify to any of the statements in this certification, such prospective participant shall attach an
explanation to this proposal):
,..,y.,, ,.e�...y ., --
Tier Covered Transaction: The prospective lower tier participant certifies, by submission of this
proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment,
declared ineligible, or voluntarily excluded from participation in this transaction by any Federal
department or agency.
19. COMPLIANCE WITH FEDERAL RULES AND REGULATIONS: The Agency agrees to abide by all
applicable federal rules and regulations, as amended from time to time, including but not limited to those federal
rules and regulations referred to in this Contract. Unearned payments under this Contract may be suspended or
terminated upon refusal to accept any additional conditions that may be imposed by HUD at any time or if the
grant to the City under Title I of the Housing and Community Development Act of 1974, is suspended or
terminated.
20. The Organization hereby represents and certifies that it may enter into this agreement under Indiana Code § 35-
44-1 and, to the extent applicable, has executed and filed with the City a "CONTRACTOR'S NON -
COLLUSION AND NON -DEBARMENT AFFIDAVIT, CERTIFICATION REGARDING
INVESTMENT WITH IRAN, EMPLOYMENT ELIGIBILITY VERIFICATION, NON-
DISCRIMINATION COMMITMENT AND CERTIFICATION OF USE OF UNITED STATES STEEL
PRODUCTS OR FOUNDRY PRODUCTS", the form of which is attached hereto and incorporated herein as
Appendix II prior to the City's approval of this Agreement.
21. CLAIMS AGAINST CITY: The Agency agrees to defend, indemnify and save harmless the City, its officers,
agents or employees from any and all claims of any nature whatsoever which may arise from the Agency's
performance of this Contract; provided, however, that nothing contained in this Contract shall be construed as
rendering the Agency liable for acts of the City, its officers, agents or employees.
CDBG Program Contract Page 10
IN WITNESS WHEREOF, the City and the Agency have executed this Contract as of the date first above written.
HOMEOWNERSHIP ASSISTANCE PROGRAM
Communitv Homebuvers Comoration. Inc
BY:
TITLE:lF'FS//1)f�tl'r
DATE:
T"
APPROV�Fp FOR CITY F SOUTH BEND
r—/JT//)
Pamela C. Meyer
Director, Neighborhood Engagement
DEPARTMENT OF COMMUNITY INVESTMENT
CITY OF SOUTH BEND
BOARD OF PUBLLC W ��RJ�S,
Gary A. G46t, President
avid P. Relos, Member
Elizabeth A. Mara ik, Member
Therese,f,Doran, Member
James A. Mueller, Member
ATTEST• -t.
f CLERK
DATE: '9/�34) U(4•
CDBG Program Contract Page I 1
APPENDIX
SCOPE OF SERVICES / PROJECT DESCRIPTION
COMMUNITY HOMEBUYERS CORPORATION, INC.
HOMEOWNERSHIP ASSISTANCE PROGRAM
16-JC-04
1/01/2016-12/31/2017
PURPOSE AND INTENT
The City of South Bend, in creative and affirmative partnership with City residents, private enterprise, neighborhood
and community organizations, and the Federal Government, is committed to the national housing goal of "a decent
home and a suitable living environment' for all persons. In attempting to achieve these objectives, the City of South
Bend has identified this project to address "decent housing". The City of South Bend, in partnership with
Community Homebuyers Corporation, Inc., will utilize project funds to leverage affordable home financing for
eligible low and moderate income homebuyers.
TARGETED GOALS
The targeted goal for the Homeownership Assistance Program (16-JC-04) is to assist 10 or more low and
moderate income first time homebuyers by providing forgivable second mortgages of 20% of purchase price and/or
closing cost assistance ($1,000).
If, for any reason, there is difficulty in achieving this goal, the Agency must notify the Department of Community
Investment of the problem(s) so the matter(s) can be rectified in a timely manner.
INCOME GUIDELINES
Households with income in the low or moderate income range (as defined from time to time by HUD) are eligible
applicants for assistance under this activity. Annual limits as of March 28, 2016 are:
FY 2016 CDBG Income Limits (Effective 3/28/16)
1-Person
Household
2-Person
Household
3-Person
Household
4-Person
Household
5-Person
Household
6-Person
Household
7-Person
Household
8-Person
Household
30%AMI
12,050
16,020
20,160
24,300
28,440
32,580
35,450
37,700
50%AMI
20,000
22,850
25,700
28,550
30,850
33,150
35,450
37,770
80%AMI
32,000
36,600
41,150
45,700
49,400
53,050
56,700
60,350
(Median income for a family of four: $57,100)
ACTIVITY SERVICE AREA
The activities under this contract must take place within the City of South Bend.
TIMETABLE
Costs may be incurred when the agency is notified to proceed by the Department of Community Investment. This
activity shall commence on January 1, 2016, and shall continue to and include December 31, 2017. All funds
unobligated by 12/31/17 and all funds unspent by 1131118 will be subject to reprogramming at the option of the City.
PROGRAM BUDGET
The total CDBG budget for the Community Homebuyers Corporation, Inc. Homeownership Assistance
Project shall not exceed $200,000.00.
COST CATEGORIES
Generally, costs must be necessary, reasonable and directly related to the grant. In accordance with the Statement of
Purpose and Intent, eligible cost categories include personnel wages and fringe benefits associated with the
administration of CDBG activities listed above. Time cards must be submitted indicating time spent on CDBG
activities before reimbursement will be approved.
Appendix I - Scope of Services Page 1
NON -EXPENDABLE PROPERTY
Notwithstanding any provision herein to the contrary, no costs may be incurred for non -expendable property
(equipment, furniture, fixtures, etc.) without obtaining prior written approval from the Department of Community
Investment.
PRIOR APPROVAL
Prior written approval from the Department of Community Investment will be required in order to expend funds for
cost categories, types of activities, or locations not listed above. Prior written approval must also be obtained for any
reductions, deletions, or additions to the approved line item budget.
FINANCIAL AND ADMINISTRATIVE REPORTS
The Agency shall submit the Reimbursement and Progress Report supplied by the City upon each withdrawal of funds.
Documentation must be submitted indicating time spent on CDBG activities before reimbursement will be approved.
The Agency understands that claims for reimbursement of expenses (goldenrod forms) shall be accompanied by proper
documentation (check copies, invoices, staff time distributions, etc.).
The City reserves the right to refuse any or all claims not properly supported with adequate and proper documentation
of claims and activity progress.
Appendix I - Scope of Services Page 2
W1ell the prospective Contractor is unable to certify to any of the statements below, It shall attack an explanation to this Affidavit.
CONTRACTOR'S NON -COLLUSION AND NON -DEBARMENT AFFIDAVIT,
CERTIFICATION REGARDING INVESTMENT WITH IRAN, EMPLOYMENT ELIGIBILITY
VERIFICATION, NON-DISCRIMINATION COMMITMENT AND CERTIFICATION OF USE
OF UNITED STATES STEEL PRODUCTS OR FOUNDRY PRODUCTS
(Must be completed for all quotes and bids. Please type or print)
STATE OF )
SS:
COUNTY )
The undersigned Contractor, being duly sworn upon his/her/its oath, affirms under the penalties of perjury that:
1. Contractor has not, nor has any other member, representative, or agent of the firm,
company, corporation or partnership represented by him, entered into any combination, collusion
or agreement with any person relative to the price to be bid by anyone at such letting nor to
prevent any person from bidding nor to induce anyone to refrain from bidding, and that this bid
is made without reference to any other bid and without any agreement, understanding or
combination with any other person in reference to such bidding. Contractor further says that no
person or persons, firms, or corporation has, have or will receive directly or indirectly, any
rebate, fee, gift, commission or thing of value on account of such sale; and
2. Contractor certifies by submission of this proposal that neither contractor nor any of its
principals are presently debarred, suspended, proposed for debarment, declared ineligible, or
voluntarily excluded from participation in this transaction by any Federal department or agency;
and
3. Contractor has not, nor has any successor to, nor an affiliate of, Contractor, engaged in
investment activities in Iran.
a. For purposes of this Certification, "Iran" means the government of Iran and any agency or
instrumentality of Iran, or as otherwise defined at Ind. Code § 5-22-16.5-5, as amended from
time -to -time.
b. As provided by bid. Code § 5-22-16.5-8, as amended fi-om time -to -time, a Contractor is
engaged in investment activities in b-an if either:
i. Contractor, its successor or its affiliate, provides goods or services of twenty million
dollars ($20,000,000) or more in value in the energy sector of Iran; or
ii. Contractor, its successor or its affiliate, is a financial institution that extends twenty
million dollars ($20,000,000) or more in credit to another person for forty-five (45)
days or more, if that person will (i) use the credit to provides goods and services in
Non -Collusion Nun-Debament Afildavit Non Iran Gone
the energy sector in Iran; and (ii) at the time the financial institution extends credit, is
a person identified on list published by the Indiana Department of Administration.
4. Contractor does not knowingly employ or contract with an unauthorized alien, nor retain
any employee or contract with a person that the Contractor subsequently learns is an
unauthorized alien. Contractor agrees that he/she/it shall enroll in and verify the work eligibility
status of all of Contractor's newly hired employees through the E-Verify Program as defined by
I.C. 22-5-1.7-3. Contractor's documentation of enrollment and participation in the E-Verify
Program is included and attached as part of this bid/quote; and
5. Contractor shall require his/her/its subcontractors performing work under this public
contract to certify that the subcontractors do not knowingly employ or contract with an
unauthorized alien, nor retain any employee or contract with a person that the subcontractor
subsequently learns is an unauthorized alien, and that the subcontractor has enrolled in and is
participating in the E-Verify Program. The Contractor agrees to maintain this certification
throughout the term of the contract with the City of South Bend, and understands that the City
may terminate the contract for default if the Contractor fails to cure a breach of this provision no
later than thirty (30) days after being notified by the City.
6. Persons, partnerships, corporations, associations, or joint venturers awarded a contract by
the City of South Bend through its agencies, boards, or commissions shall not discriminate
against any employee or applicant for employment in the performance of a City contract with
respect to hire, tenure, terms, conditions, or privileges of employment, or any matter directly or
indirectly related to employment because of race, sex, religion, color, national origin, ancestry,
age, gender expression, gender identity, sexual orientation or disability that does not affect that
person's ability to perform the work.
In awarding contracts for the purchase of work, labor, services, supplies, equipment, materials,
or any combination of the foregoing including, but not limited to, public works contracts
awarded under public bidding laws or other contracts in which public bids are not required by
law, the City, its agencies, boards, or commissions may consider the Contractor's good faith
efforts to obtain participation by those Contractors certified by the State of Indiana as a Minority
Business ("MBE") or as a Women's Business Enterprise ("WBE") as a factor in determining
the lowest, responsible, responsive bidder.
In no event shall persons or entities seeking the award of a City contract be required to award a
subcontract to an MBE/WBE; however, it may not unlawfully discriminate against said
WBE/MBE. A finding of a discriminatory practice by the City's MBE/WBE Utilization Board
shall prohibit that person or entity from being awarded a City contract for a period of one (1)
year from the date of such determination, and such determination may also be grounds for
terminating the contact for which the discriminatory practice or noncompliance pertains.
7. The tmdersigned contractor agrees that the following nondiscrimination commitment
shall be made a part of any contract which it may henceforth enter into with the City of South
Bend, Indiana or any of its agencies, boards or commissions.
Nan -Collision Non-Debamtent Aaidavi[ Non Iran Fonn
Contractor agrees not to discriminate against or intimidate any employee or applicant for
employment in the performance of this contract with privileges of employment, or any matter
directly or indirectly related to employment, because of race, religion, color, sex, gender
expression, gender identity, sexual orientation, handicap, national origin or ancestry. Breach of
this provision may be regarded as material breach of contract.
I, the undersigned bidder or agent as contractor on a public works project, understand my
statutory obligations to the use of steel products or foundry products made in the United States
(I.C. 5-16-8-1). I hereby certify that I and all subcontractors employed by me for this project will
use steel products or foundry products on this project if awarded. I understand that violations
hereunder may result in forfeiture of contractual payments.
I hereby affirm under the penalties of peijuiy that the facts and information contained in the foregoing bid for
public works are true and correct,
r, nn
Dated this day of d7, 20/6
'M�="'^•
LORYL.TIMMER
St Joseph County
`;� �,. •'�€
My Commission E)Ites
1
Septeo"r23,2017
&9'0Z,Vd1,�iry k&L1E6u�
ContractorlBidder(Firm)
<2� w P
ature of Contractor/ i er or Its Agent
Printed Name and Title
Subscribed and swore to before me this day of S 1 , 20�p
My Commission Expire eXO f7
Notary ub •c I
County of Residence - uo—se '' kl
Non -Collusion Non-Debanent Affidavit Non Iran Fom