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HomeMy WebLinkAboutContract 33028 CONTRACT W. 3 30a.�- FIRST AMENDMENT TO CITY SECRETARY CONTRACT NO. 30767 WHEREAS, on October 18, 2004, the City of Fort Worth ("City') and United Cerebral Palsy of Tarrant County, Inc. ("UCP"),made and entered into City Secretary Contract No, 30767, (the"Contract") as authorized by M&C C-20146 adopted by the City Council on July 13, 2004; WHEREAS, UCP has merged with Easter Seals Greater Northwest Texas and wishes to amend and extend this Contract under its new name of Easter Seals Greater Northwest Texas ("Easter Seals"); WHEREAS, the Contract provided funding pursuant to a grant received by City from the United States Department of Housing and Urban Development ("HUD") through the Home Investment Partnerships Program ("HOME"), Program No. M-03-MC-48-0204, Catalog of Federal Domestic Assistance ("CFDA") No. 14.239, with which the City desires to promote activities that expand the supply of affordable housing and the development of partnerships among the City, local governments, local lenders, private industry and neighborhood based nonprofit housing organizations; WHEREAS, the City Council authorized the City Manager to amend the Contract, if necessary, to achieve project goals provided the amendment is within the scope of the original project and in compliance with applicable laws and regulations. WHEREAS, the Contract, which expires by its terms on October 17, 2005, allows for a one (1)year extension; WHEREAS, it is the mutual desire of the City and Easter Seals to amend City Secretary Contract No. 30767. NOW, THEREFORE, City, whose address is 1000 Throckmorton St., Fort Worth, Texas 76102, acting by and through Dale A. Fisseler, its duly authorized Assistant City Manager, and Easter Seals Greater Northwest Texas, whose address is 1555 Merrimac Circle, Suite 102, Fort Worth, Texas 76107 acting by and through Monica Prather, its duly, authorized President/CEO, do hereby agree as follows: I. 1. GENERAL PROVISIONS A. Purpose This section is amended to be and read as follows: "The express purpose of this Contract is to provide Easter Seals with HOME funds A1,11vo'1� Page 1 f�, :','.'`✓' :ul�� ��e ("HOME Funds") not to exceed Twenty Two Thousand Five Hundred Forty Six and No/100 Dollars ($22,546.00) as a continuation of its Home of Your Own program ("HOYO') that assists individuals with disabilities or families with a member who has disabilities to become homeowners (the "Program"). Under the Program, Easter Seals will provide outreach, applicant eligibility, housing counseling, homebuyer's down payment/closing cost assistance, housing counseling, Program delivery costs and architectural barrier removal in accordance with Exhibit A—"Program Summary", as follows:. Seventeen Thousand Five Hundred Forty Six and No/100 Dollars ($17,546.00) shall be used to provide deferred payment, forgivable second mortgage loans for closing cost/down payment assistance to first-time homebuyers with disabilities, or whose household includes a family member with a disability,housing counseling and Program delivery costs. Five Thousand and No/100 Dollars ($5,000.00) shall be used for barrier removal to make the house accessible. Easter Seals will be acting as a sub-recipient under this Contract to provide closing cost/ down payment assistance to low income homebuyers with disabilities. The City shall act through its agent, the City Manager, or his or her duly authorized representative, unless otherwise stated in this contract. Contractor agrees to comply with the HOME Regulations including but not limited to the Uniform Administrative Requirements, 24 CFR Part 92.505, and Subpart F,the Project Requirements, 24 CFR 92.250 et seq." II. B. Duration/Period of Affordability This first paragraph of this section is amended to be and read as follows: "This Contract is extended for three (3)months beginning on the date of execution of this amendment.". III. 2. DUTIES AND RESPONSIBILITIES OF CITY A. Disbursement of Funds The second and third paragraphs of this section is amended to be and read as follows: "Disbursements for Program delivery costs will be on an advance of funds basis to cover monthly operating expenses and will require completion of: (1) Attachment 1 "Subgrantee's Request For Funds", (2) Attachment II "Detail Statement of Costs" and. (3) Attachment III Paget � "Expenditures Worksheet". Program delivery funds will be disbursed monthly. Disbursements of Program funds for acquisition and architectural barrier removal will not be made until actually needed for payment and a copy of supporting documents, including the property sales contract, appraisal, notice to seller, homebuyer's homeownership training certificate, environmental review, invoice from rehabilitation contractor for barrier removal activities and property inspection report." B. Amount of Funds This section is amended to be and read as follows: "It is agreed that the total distribution of HOME Funds made available to be paid on behalf of Easter Seals during the term of this Contract shall not exceed the total sum of Twenty Two Thousand Five Hundred Forty Six and No/100 Dollars ($22,546.00) in accordance with the attached Exhibit B-"Program Budget" as follows: Seventeen Thousand Five Hundred Forty Six and No/100 Dollars ($17,546.00) shall be used by Easter Seals to provide deferred payment, forgivable second mortgage loans for closing costs/down payment assistance to eligible first time homebuyers with disabilities, or whose household includes a family member with disabilities, housing counseling and program delivery costs. If the property is sold prior to the expiration of the affordability period, the second mortgage shall become due and payable. Five Thousand and No/100 ($5,000.00) is available for architectural barrier removal activities to make the house accessible. Easter Seals shall be paid on an accrual basis for all expenses incurred under this Contract to pay for the portion of the acquisition costs for the properties funded under the Program. Prior to the release of funds for closing cost/down payment assistance, the property to be purchased must pass inspection by the City's Housing Department inspectors as evidenced by a completed inspection checklist Exhibit E-"City of Fort Worth Housing Department—Housing Quality Standard Inspection". IV. 3. DUTIES AND RESPONSIBILITIES OF EASTER SEALS B. Budget The second and third paragraphs of this section are amended to be and read as follows: "No change in the budget shall be made without prior written approval of the City. Under no circumstances shall the total amount of program funds expended by Easter Seals from Page 3 funds paid by the City exceed Twenty Two Thousand Five Hundred Forty Six Dollars and No/100 ($22,546.00)." The funds from the City may be spent only to pay actual expenses for the deferred payment loans, program delivery costs and architectural barrier removal activities for low and very-low income persons with disabilities who purchase homes within the City." N. Insurance and Bonding The first paragraph of this section is amended to be and read as follows: "Contractor will maintain blanket fidelity coverage in the form of insurance or bond in the amount of$22,546.00, to insure against loss from the fraud, theft or dishonesty of any of Contractor's officers, agents, trustees, directors or employees. The proceeds of such bond shall be used to reimburse City for any and all loss of HOME Funds occasioned by such misconduct. To effectuate such reimbursement, such bond shall include a rider stating that reimbursement for any loss or losses thereunder shall be made directly to City for the uses and benefit of Contractor." P. Miscellaneous Provisions This section is amended to be and read as follow by adding the following paragraphs: "Should any action, whether real or asserted, at law or in equity, arise out of the execution, performance, attempted performance or nonperformance of this contract, venue for said action shall lie in Tarrant County, Texas. All notices required or permitted by this contract must be in writing and are deemed delivered on the earlier date of the date actually received or the third day following(i) deposit in a Untied States Postal Service post office or receptacle; (ii) with proper postage, certified mail return receipt requested; and (iii) addressed to the other party at the address set out in the DD ,, ,r Page 4 preamble of this contract or at such other address as the receiving party designates by proper notice to the sending party. None of the performance rendered under this contract shall involve, and no portion of the HOME Funds received hereunder shall be used, directly or indirectly, for the construction, operations, maintenance or administration of any sectarian or religious facility or activity, nor shall said performance rendered or funds received be utilized so as to benefit, directly or indirectly, any such sectarian or religious facility or activity. Contractor represents that it possesses the legal authority, pursuant to any proper, appropriate and official motion, resolution or action passed or taken,to enter into this contract and to perform the responsibilities herein required. Contractor certifies that it has obtained a 501 ( c ) (3) Certificate from the Internal Revenue Service. Contractor shall notify City in writing of any changes to its 501 (c) (3)tax- exempt status during the term of this contract. [SIGNATURES APPEAR ON FOLLOWING PAGE] IN WITNESS WHEREOF, the parties hereto have executed four copies of this Contract in Fort Worth, Tarrant County, Texas, this day of , 2005. ATTEST: CITY OF FORT WORTH By: City Secretary Dale A. Fisseler Assistant City Manager APPROVED AS TO FORM AND LEGALITY: Assistant City Attorney EASTER SEALS GREATER NORTHWEST TEXAS By: Monica Prather, President/CEO 4'C Page 5 STATE OF TEXAS § COUNTY OF TARRANT § This instrument was acknowledged before me on , 2005 by Dale A. Fisseler, the Assistant City Manager, of the City of Fort Worth, on behalf the City of Fort Worth. Notary Public, State of Texas STATE OF TEXAS § COUNTY OF TARRANT § This instrument was acknowledged before me on 2005 by Monica Prather, the President of Easter Seals Greater Northwest Texas, a Texas non-profit corporation, on behalf of said corporation. Notary Public, State of Texas Page 6 &eamble of this contract or at such other address as the receiving party designates by proper notice to the sending party. None of the performance rendered under this contract shall involve, and no portion of the HOME Funds received hereunder shall be used, directly or indirectly, for the construction, operations, maintenance or administration of any sectarian or religious facility or activity, nor shall said performance rendered or funds received be utilized so as to benefit, directly or indirectly,any such sectarian or religious facility or activity. Contractor represents that it possesses the legal authority, pursuant to any proper, appropriate and official motion, resolution or action passed or taken,to enter into this contract and to perform the responsibilities herein required. Contractor certifies that it has obtained a 501 ( c ) (3) Certificate from the Internal Revenue Service. Contractor shall notify City in writing of any changes to its 501 (c)(3)tax- exempt status during the term of this contract. [SIGNATURES APPEAR ON FOLLOWING PAGE] IN WITNESS WHEREOF, the parties hgreto have executed four copies of this Contract in Fort Worth, Tarrant County,Texas,this ;a e "day of:QQ C°¢/<be-.o— ' 2005. tel` ATTES _ _ CITY OF FORT WORTH .�- _ By: Ad City ecretary -Dale A. Fisseler Assistant City Manager APP OVED As FORM AND LEGALITY: Assistant City Attorney EASTER SEALS GREATER NORTH TEAS By: Contract AUthori zatioA Monica Prather,President/CEO 5'.1�► 13- ZOPL( Date CIT 6�C-IN Page 23 STATE OF TEXAS § COUNTY OF TARRANT § T. This instrument was acknowledged before me on 2005 b( ale A. Fisseler, the Assistant City Manager, of the City o ort Worth, o ehalf the City of Fort Worth. f"�tanr ,r �. "�ROOE TATUM Notary Public * STATE OF TEXAS Public, State of Texas OF My Comm.Exp.05/15/2006 STATE OF TEXAS § COUNTY OF TARRANT § This instrument was acknowledged before me on 2005 by Monica Prather, the President of Easter Seals Greater NorthwTexas, a Texas non-profit corporation, on behalf of said corporation. 0 Notary Pu 'c, State of Texas NANCY Q. ROBINSON Notary Public.State of Texas My commisalon Expires March 28.2009 Page 24 EXHIBIT A PROGRAM SUMMARY PROGRAM TITLE EASTER SEALS OF GREATER NORTHWEST TEXAS-HOME PROJECT 2003 HOME FUNDS PERSONAL SERVICES(Program Delivery Funds) $350.00 SUPPLIES $0.00 CONTRACTUAL SERVICES(Closing Cost/Downpayment Assist Funds and barrier removal) $22,196.00 CAPITAL OUTLAY $0.00 TOTAL $22,546.00 DESCRIPTION: Easter Seals of Greater Northwest Texas will provide funds for deferred payment,forgiveable, second mortgage loans for closing cost/downpayment assistance and barrier removal assistance to first-time homebuyers with disabilities. The contract amendment period begins on the date of execution and three months thereafter. PROGRAM OBJECTIVES: To provide a minimum of two(2)low income,first-time homebuyers with disabilities closing cosUdownpayment assistance to purchase a home and(1)with barrier removal assistance. PROGRAM MEASURES: Projected Goals Number of homebuyers assisted 2 Number of houses to receive barrier removal 1 �o E%HIBIT B Easter Seals Greater Northwest Texas Budget October 18,2005- December 31,2005 Budget Extension October 1-17, October 18-31, COST CATEGORY/LINE ITEM 2005 2005 November 2005 December 2005 Total L DIRECT COSTS Closin down- ment assistance $ $ S 14 999.00 S 2,197. $ 17 196.00 Barrier removal 5,000.00 5,000,00 Direct Costs Subtotal 5,000.0( 14,999.00 2,197.0( 22 196.00 IL PROJECT DELIVERY Salaries FICA Retirement Employee GrouD Insurance Workers Compensation Termination Benefits/UI Rent 95.96 79.04 175.00 Printing Private auto allowance Conferences&seminars Pro'ectDelive Subtotal 95.96 79.0 175.00 GRAAD TOTAL S 95.96 $ 5,019.04 $ 14,999.d S 2,197.0 S 22,371.00 PROGRAM 110PLEMENTATION TIMELINE KBIT C Organization: Easter Seals Greater Northwest Texas Program: HOYO ACTIVITIES Month Month Month 1 2 3 Market Program 5 Contacts 5 Contacts 5 Contacts HOYO Orientation 2 2 2 Identify Potential Buyers 5 5 5 Qualify Buyers 4 4 4 Homebuyer Counseling 2 3 2 Loan Application 3 3 2 Request Environmental 2 2 2 Review Request Property Inspection 2 2 2 Provide Notice To Seller 2 2 2 Secure Mortgage Financing 2 2 2 Provide Soft Second Loan 2 2 2 Close on Property 1 1 I E2 EXHIBIT D CITY OF FORT WORTH HOUSING DEPARTMENT Audit Certification Form Subrecipient: Fiscal Year Ending: / / Mo Day Yr ❑ We have exceeded the federal expenditure threshold of $500,000. We will have our Single Audit or Program Specific Audit completed and will submit the audit report within nine (9) months after the end of the audited fiscal year. ❑ We did not exceed the $500,000 federal expenditure threshold required for a Single Audit or a Program Specific Audit to be performed this fiscal year. (Fill out schedule below) Federal Expenditure Disclosure Federal Funds Must be filled out if Single Audit or Program Audit is not required: Pass Through Program Name & Contract Federal Grantor Grantor CFDA Number Number Expenditures Total Federal Expenditures for this Fiscal Year $ Printed Name Title(Must be CFO,CEO or equivalent) Authorized Signature(Must be CFO, CEO or equivalent) Phone Number Date Failure to submit this or a similar statement or failure to submit a completed single audit package as described in the audit requirements by the required due date will result in suspension of funding and will affect eligibility for future funding. Submit this form to the City of Fort Worth within 60 days after the end of your Fiscal n o.n h CITY OF FORT WORTH HOUSING DEPARTMENT AUDIT REQUIREMENTS Organizations expending $500,000 or more in federal awards (from City of Fort Worth and other funding sources) during their fiscal years shall obtain either an annual single audit or a program specific audit. Organizations may have a program specific audit in accordance with OMB Circular A-133 if they expended funds for only one federal program as listed in the Catalog of Federal Domestic Assistance (CFDA). If funds are spent for more than one federal program, a single audit is required. The audited time period is the organization's fiscal year, and not the City of Fort Worth's funding period. The audit shall be conducted by a certified public accountant (CPA) that is licensed at the time of the audit by the appropriate regulatory body. The CPA shall meet all of the general standards concerning qualifications, independence, due professional care and quality control as required by Government Auditing Standards, including the requirements for continuing professional education and external peer reviews. Auditor selection must adhere to federal procurement requirements. A separate supplementary schedule of revenues, expenditures and changes in fund balance for each City of Fort Worth contract is no longer required. The Schedule of Expenditures of Federal Awards should list City of Fort Worth 's contract numbers, the total expended for each individual federal program, and the CFDA number (OMB A-133 § .310). The independent auditor's report should include all of the relevant items listed on the "Audit Report Checklist." Additional guidance on the conduct and reporting of these audits is contained in the latest issuance of the following publications: Govemment Auditing Standards issued by the Comptroller General of the United States, 2003 OMB Circular A-133 as revised 6130197 and amended June 2003 OMB Circular A-133 Compliance Supplement AICPA's Statement of Position 98-3, "Audits of States, Local Governments, and Not-for-Profit Organizations Receiving Federal Awards" Various AICPA audit guides for nonprofits, colleges and universities and health and welfare organizations AICPA's Audit Risk Alert "State and Local Governmental Developments" EM All organizations that receive a City of Fort Worth award must submit the provided Audit Certification Form which certifies whether you are subject to a single/program audit. Organizations receiving federal awards from the City of Fort Worth who are not required to have an audit shall certify in writing to the agency. The organizations Chief Executive Officer or Chief Financial Officer shall make the certification within 60 days of the end of the organization's fiscal year. The following items should be submitted to the City of Fort Worth Housing Department within the required timeframe: Due 60 days after organization's fiscal year end: (required for all subrecipients) • Completed Audit Certification Form Due within the earlier of 30 days after receipt of the auditor's report or nine months after the end of the audit period. • Two copies of the entire audit report issued by the CPA Two copies of any management letter issued by the CPA in conjunction with the audit report Two copies of management's comments on all findings, recommendations, & questioned costs contained in the audit report and management letter, including a detailed corrective action plan Failure to submit any of these items by the required due date may result in holds on current draw requests, suspension of the organization's contract(s) and eligibility for future funding. If the organization does not meet the requirements of having a single/program audit conducted, records must still be kept available for review or audit by City of Fort Worth staff(OMB A-1 33 Subpart B Sec 200(d). If additional information is needed concerning the audit requirements, please call (817) 392-6141. CITY OF FORT WORTH HOUSING DEPARTMENT SINGLE AUDIT REPORT CHECKLIST The Department developed this checklist to help organizations improve the quality and completeness of audit reports. General Purpose or Basic Financial Statements of the Organization Opinion/Report on Organization's Financial Statements in accordance with Govemment Auditing Standards Notes to the General Purpose or Basic Financial Statements of the Organization A Schedule of Expenditures of Federal Awards, including the Department's contract numbers, the total expended for the federal program, and the CFDA number (OMB A-133 Subpart C Sec 310). Opinion/Report on Schedule of Expenditures of Federal and State Awards Report on Compliance and on Internals Control Over Financial Reporting Based on an Audit of Financial Statements Performed in Accordance With Government Auditing Standards. (OMB A-133 § 505 (b)) Report on Compliance with Requirements Applicable to Each Major Program and Internal Control over Compliance in Accordance with OMB Circular A-133. (OMB A-133 § 505 (c)) Schedule of Findings and Questioned Costs (OMB A-133 §. 505d), including: Summary Schedule of Prior Audit Findings reporting the status of all findings included in the prior audit's schedule of findings and questioned costs. (OMB A- 133 Sec. 315 (a) and (b)) Corrective Action Plan including (OMB A-133 Sec. 315 (c)) name of person responsible for the corrective action, corrective action planned, anticipated completion date, and explanation and reason if auditee does not agree with findings or believes correction is not required. All reports are signed and dated by the auditor Two copies of the audit reports are submitted Two copies of the management letter, if issued in conjunction with the audit report Two copies of comments by management concerning all findings and recommendations included in management letter, including a corrective action plan a, ,. F.%HIBIT E FORTWORTH City of Fort Worth Housing Department Housing Quality Standard Inspection The inspection by the City of Fort Worth Housing Department helps to ensure that the property meets the minimum qualifications for funding provided through various City programs. Please read statements carefully: We do not make guarantees, warranties, representations, or insure the future performance or condition of any inspected item. We do not inspect any item we cannot see in a normal inspection. We do not move furniture, rugs, paintings, or other furnishings. We do not uncover buried pipes. We cannot see items covered by wallpaper,flooring, repairs or remodeling that may hide evidence of prior damage or defects. We do not dismantle equipment to inspect component parts. ADDRESS OF UNIT REVIEWED: INSPECTOR: CLIENT INSPECTION RESULTS: CURR.ADD.: DATE RESULT INSPECTOR'S INITIALS ❑PASS ❑FAIL PHONE: REVIEWER SIGNATURE ❑PASS ❑FAIL ❑PASS ❑FAIL. 1, ,as an Inspector for the City of Fort Worth Housing Department,certify that this unit has been inspected and meets the minimum Housing Quality Standards for the City of Fort Worth. Date Signature of Inspector 1 certify that I am the ❑Owner ❑Owner's Agent for the aforementioned property and 1 have received a copy of this Inspection Review. Date Signature of Owner/Agent ❑ FOR INITIAL INSPECTIONS:All utilities must be on for inspection. ❑ FOR SECOND INSPECTIONS:All utilities must be on for inspection. ITEM 1. LIVING ROOM YES NO IN- FINAL APPROVAL COMMENTS # PASS FAIL CONC. Initial/Date 1.1 Living Room Present 1.2 Electricity 1.3 Electrical Hazards 1.4 Security 1.5 Window Condition 1.6 Ceiling Condition 1.7 Wall Condition 1.8 Floor Condition 1.9 Lead Paint ITEM 2. KITCHEN YES NO IN- FINAL APPROVAL # PASS FAIL CONC. Initial/Date 2.1 Kitchen Area Present 2.2 Electricity 2.3 Electrical Hazards 2.4 Security 2.5 Window Condition 2.6 Ceiling Condition 2.7 Wall Condition 2.8 Floor Condition 2.9 Lead Paint _ 2.10 Stove or Range with Oven Needs to be in Place-Clean and Operable �. 2.11 Refrigerator Needs to be in Place- Clean and Operable 2.12 Sink 2.13 Space for Storage and Preparation of Food ITEM 3. BATHROOM YES .NO IN- FINAL APPROVAL COMMENTS. - # PASS FAIL CONC. Initial/Date 3.1 Kitchen Area Present 3.2 Electricity 3.3 Electricai Hazards 3.4 Security 3.5 Window Condition 3.6 Ceiling Condition 3.7 Wall Condition 3.6 Floor Condition ' 3.9 Lead Paint 3.10 Flush Toilet 3.11 Fixed Wash Basin or Lavatory ITEM 4. OTHER ROOMS USED YES NO IN- FINAL APPROVAL # FOR LIVING &HALLS PASS FAIL CONC. Initial/Date 4.1 Room Code* ❑ CHECK ONE and Room Location Right/Center/Left 4.2 Electricity 4.3 Electrical Hazards 4.4 Security 4.5 Window Condition 4.6 Ceiling Condition 4.7 Wall Condition 4.8 Floor Condition 4.9 Lead Paint 4.1 Room Code* CHECK ONE , and Room Location Right/Genter/Left 4.2 - Electricity 4.3 Electrical Hazards _. 4.4 Security 4.5 Window Condition 4.6 Ceiling Condition 4.7 Wall Condition 4.8 Floor Condition 4.9* Lead Paint 4.1 Room Code* CHECK ONE and Room Location . Right/Center/Left 4.2 Electricity 4.3 Electrical Hazards 4.4 Security 4.5 Window Condition 4.6 Ceiling Condition 4.7 Wall Condition 4.8 Floor Condition 4.9 Lead Paint 4.1 Room Code* CHECK ONE and Room Location Right/Center/Left 4.2 Electricity 4.3 Electrical Hazards 4.4 Security 4.5 Window Condition 4.6 Ceiling Condition 4.7 Wall Condition 4.8 Floor Condition 4.9 Lead Paint ii *Room Codes: 1 - Bedroom or any room used for sleeping 4 - Entrance Halls, Corridors, Staircase 2 - Dining Room, or Dining Area 5 -Additional Bathroom 3 - Second Living Room, Family Room, Den, Playroom, N Room ITEM 5.ALL SECONDARY ROOMS YES NOIN.' FINAL APPROVAL # PASS FAIL CONC. Initial/Date 5.1 None ❑ Go to Part 6 5.2 Security 5.3 Electrical Hazards 5.4 Other Potentially Hazardous Features ITEM 6, BUILDING EXTERIOR YES NO IN- FINAL APPROVAL # PASS FAIL CONC. Initial/Date 6.1 Condition of Foundation 6.2 Condition of Stairs, Rails & Porches 6.3 Condition of Roof&Gutters 6.4 Condition of Exterior Surfaces 6.5 Condition of Chimney 6.6 Lead Paint 6.7 Manufactured Homes:Tie-Downs 6.8 Smoke Detectors ITEM 7, HEATING AND PLUMBING YES NO IN- FINAL APPROVAL . # PASS FAIL CONC. Iriitial/Date 7.1 Condition of Foundation 7.2 Condition of Stairs, Rails&Porches 7.3 Condition of Roof&Gutters 7.4 Condition of Exterior Surfaces 7.5 Condition of Chimney 7.6 Lead Paint 7.7 Manufactured Homes:Tie-Downs ITEM g, GENERAL HEALTH &SAFETY YES NO IN- FINAL APPROVAL # PASS FAIL CONC. Initial/Date 8.1 Access to Unit 8.2 Fire Exits 8.3 Evidence of Infestation 8.4 Garbage& Debris 8.5 Refuse Disposal 8.6 Interior Stairs&Common Halls 8.7 Other Interior Hazards 8.8 Elevators 8.9 Interior Air Quality 8.10 Site&Neighborhood Conditions ❑REQUIRED ❑NOT REQUIRED 8.11 Lead Paint:Owner Certification All peeling paint has been removed 8.12Peeling Paint to the bare wood and unit has been repainted with two coats of non-lead paint. NOTES CONFIRMED: ITEM YES NO IN- EXPLANATION SIGNATURE DATE # PASS FAIL CONN. •r„ Rev.05104 EXHIBIT F United Cerebral Palsy of Fort Worth and Tarrant County (UCP-TC) has adopted the following underwriting guidelines and criteria for their "Home Of Your Own" program (HOYO). A HOYO "Participant" is any individual who has received a letter from UCP-TC approving their HOYO application and their eligibility for participation in the HOYO program. HOYO Adopted Policies HOYO Participant Eligibility Policy: 1. The applicant must be a person with a disability or includes a family member with a disability as defined by the American with Disabilities Act (ADA) 2. The disability must be documented with a Physician Disability Certification or other acceptable medical documentation 3. Applicant(s) must be a US Citizen or legal resident alien 4. Applicant(s) must_ complete a HOYO_ orientation and agree in writing to abide by the policies and requirements of the HOYO program 5. Applicant(s) must complete a HUD certified homeownership training class and provide UCP with a copy of the certificate 6. Applicant(s) must provide a minimum investment of$500.00 of their own funds 7. Applicant(s) income may not exceed 80% of Area Median Income 8. Applicant(s) income will be calculated on the present and future projections for the next 12-month period. 9. Applicant(s) must disclose all sources of household income.(Some households may include persons who are not counted as family members for the purpose of income limits and whose income, if any, is not considered when calculating annual income. Do not count the following household members when determining family size for income limit purposes; foster children, live-in aides, and children of live-in aides, unborn children and children being pursued for legal custody or adoption who are not currently living with the household. A child who is subject to a shared-custody agreement in which the child resides with the household at least fifty percent of the time can be counted. ) 10.Applicant(s) must agree to occupy the home as their primary residence (no rent property accepted) 11.Applicant(s) can have no current financial interest In anotll�r .t property and must not have owned a home in the last tlh ee-XMs'� CIT r� 12.Displaced homemakers may be eligible on the basis they have been displaced from their current residence and no longer are allowed to live there UCP-TC HOYO Project Program Guidelines: 1. Applicant(s) may select any loan product or services they qualify for. 2. Applicant(s) must choose an approved lender from a designated lender list. 3. Applicant(s) must have acceptable credit (as per Fannie Mae/FHA guidelines) and be willing to resolve credit problems. Judgments must be released and documentation provided to UCP. Bankruptcy must be discharged for one year or more. If a client has no credit scores, counseling will be provided to establish a credit bureau file by using non-traditional lines of credit. 4. Applicant(s) must pay all upfront cost such as required education, property inspections, earnest money, appraisal, credit reports, moving expenses, etc. (Some of these funds maybe reimbursed with closing cost assistance) 5. Homebuyer assistance funds maybe used to for down payment and closing cost. Applicants_ must qualify according to the acceptable program guidelines. Assistance programs that charge the buyer for the assistance are not acceptable, ie., Nehemiah or Genesis. 6. The minimum assistance is $3,000 and the maximum assistance is 14,999 citywide. 7. Blended resources may not exceed $ 20,000. Blended resources may include City HAP funds, FHLB or etc. 8. Gifted funds will be calculated as per Fannie Mae/FHA requirements. 9. The qualifying ratios for persons with disabilities are up to 50% housing and 50% housing and debt. (As per Fannie Mae/HOYO) 10.Fannie Mae requires that these loans be manually underwritten. 11.First lien loans must be fully amortized at a fixed rate up to 30 years and no less than 5 years. 12.Applicant(s) may select any loan product or services they qualify for. However, adjustable rate mortgages (ARM) are not allowed. 13.Interest rate not to exceed Dallas Prime market rate by more than 1.25%. 14.Properties must be located in within the city limits of Fort Worth to qualify for down payment and closing cost assistance with the City of Fort Worth. 15.The sales price of the home cannot exceed $ 116,800.00. 16.Funds may be used to purchase a single-family home only. This includes condominiums and a single side of duplex. 17.All properties must be inspected and meet City of Fort Worth Housing Quality Standards (HQS), Texas Minimum C nst-ruction p C standards and/or local building codes. No federal funds may be expended for down payment and closing cost assistance prior to the receipt of an approved HQS. 18. All properties must meet criteria set forth in the Environmental Review. No federal funds may be expended for down payment and closing cost assistance prior to the receipt of the completed environmental review. Catastrophic Clause: If a catastrophic event occurs the Borrower is not subject to foreclosure by subordinate lien holders. Vill CITY OF FORT WORTH ATTACHMEI�'T I HOUSING DEPARTMENT SUBGRANTEE'S REQUEST FOR FUNDS ency Program N ame: Contract Number. Report Period: Date of Request CASH BALANCE ANALYSIS FOR 1. Beginning Cash Balance $ $ 2. Amount Received: Program Income $ J $ City of Fort Worth $ $ Interest Eazmd $ $ 3. Total Funds Available(1+2) $ $ 4. Less Expenditure(detail statement cost) $ $ 5. ENDING CASH BALANCE (3-4) $ $ _.6. Estimated Expenditures $ _ 7. Funds Needed(6-5) $ 8. Less Estimated Program Iacome $ 9. Unpaid Request for Payment Previously Submitted $ 10.Amount of This Request(7-8 &9) $ I. MARS-Purchasing Request A. MARS INPUT: Vendor/PO Number/IRequisition Number B. Fund/Accbtint/Center C. Total Amount of this Request C. Verification A: Model BIocks Planner: B. Contract Manager: C. Accounting: / J . Authorization A. Agency: B. Mgmt&Biidget• Administrator Housing Director / nF ovm S8,500.00 G ^r r CITY OF FORT WORTH ATTACHMENT II HOUSING DEPARTAVM MANA GEMENT AND BUDGET DIVISION DETAIL STATEMENT OF COSTS CONTRACT NO. DATE .kGWCY TO PRbGRAM PMORTMaOD PROGRAM MONTHLY CUMULATIVE COST CATEGORY; ACCOUNT. BUDGET EXPENDITURES TO DATE BALANCE PERSONAL SERVICES Salaries _ 516010 FICA . 518010 Life Ea ante 518050 Health Insurance , 51$060 Un to 'znt-Federal 518090 LJn1pymept'Tax-State 518090 Worker's.comp 518040 Retirement . 518070 SUPPLIES Office supplies 521010• Postage . 521020 Teaching Aids 522030 Food Supplies 522030 Other O eratin S Lies 523300 CONTRACTUAL SERVICES --- _. _._ Tele hone 535040 Electric •535020 Gas(Utility,) 535010 Water/Waste Disposal 535030 Rent(Building) 537010 Custodial Services 539220 - vfCe Equipment R---tial 531,b3v . Piintin 533030 Re airs 53600 FidehtyBond 538210 Liability Insurance 534020. Le al&Accounting 538060 °rivateAuto-All owaace-Local $32130 kdverdsing 533010 conferences&Seminars 531180 '.ontractna.Services 539120 ndirect Cost 517010 :APITAI,OUTLAY 'urniture,Fixtures .541330 $ice E mcnt 541370 ropLq Insurance 'OTAL Sub-Contractors Certification: I certify that the costs incurred aim taken from the books of accounts and that such costs are valid and consistent with the terms of the ageement 4ME and TITLE OF AUTHORTZED OFFICER SIGNATURE and DATE c' MY OF FORT WORTH ATTACHMENT'III HOUSING DEPARTMENT MAIATAGMAENT AND BUDGET D1VIi4ION EXPENDITURES'WORKSHEET COx77ACTNo. DATE. Ac,�rrest TO PROCSIM REPORTPMOD CHECK • NR- DATE # PAYEE DESCRUMON ACCOUNT NO. AMOUNT H2 3 4 5 ' 6 7 8 10 I1 12 13 14 16_ - 17 -8 0 1 ' 2 1 1 3 - 1 TOTAL Sub-Contractors Certification: I certify that the costs incurred are taken from the books of accounts and that such costs are valid and consistent with the terms of the agreement y !IE and TITLE OF AUTHOR=D OFFICER SIGNATURE and D 'TE .A ATrACHMENT IV MONTHLY NARRATIVE REPORT MONTH REPORTING l FROM: TO: I. ACCOMPLISHMENTS II. . ADDITIONAL COMMENTS PEG_A.RDING ACCOMPLISHMENTS THIS MONTH: III . , PROBLEMS ENCOUNTERED AND SOLUTIONS PROPOSED: • R IV, .ANTICIPA.TED -ACTIVITIES DURING -NEXT- -MONTH: � 4�a r� rwa _rF' CW7 CSs O u ow A z w mil 15 q � Al W Gq � cl N � •moi � ►�-1 a a ca a o d d oix Q � � 04 W d cl c7 4 V7 9 # City of Fort Worth, Texas Mayor and Council Communication COUNCIL ACTION: Approved on 7/13/2004 DATE: Tuesday, July 13, 2004 LOG NAME: 05UCP REFERENCE NO.: **C-20146 SUBJECT: Reallocation of Home Investment Partnerships Program Funds for United Cerebral Palsy of Tarrant County to Provide Funding for Counseling and Financial Assistance in Home Purchases by Individuals with Disabilities RECOMMENDATION: It is recommended that the City Council: 1. Authorize the reallocation and use of $205,938 in HOME Investment Partnerships Program (HOME) funds to United Cerebral Palsy of Tarrant County (UCP-TC) for homebuyers assistance, housing counseling and program operating support; and 2. Authorize the City Manager to execute a contract with UCP-TC, not to exceed a total of $205,938; and 3. Authorize the contract performance period to begin on the date of contract execution and end twelve (12) months thereafter; and 4. Authorize extension or renewal of the contract in writing for up to an additional twelve (12) months, if UCP-TC requests an extension; and 5. Authorize the City Manager to amend the contract, if necessary, to achieve project goals provided that the amendment is within the scope of the original project and in compliance with applicable laws and regulations. DISCUSSION: The HOME Investment Partnerships Program is intended to be a partnership between federal, state and local governments, and non-profit and for-profit agencies who build, own, manage, finance and support low income housing initiatives. HOME Participating Jurisdictions (PJs), such as the City of Fort Worth, are particularly encouraged to work with existing community-based, non-profit housing organizations, such as UCP-TC. A Notice of Funding Availability (NOFA) was issued for HOME Affordable Housing Development Fund (AHDF) funding. UCP-TC submitted a proposal in response to the NOFA. UCP-TC is proposing a continuation of their Home of Your Own (HOYO) program, a partnership with Fannie Mae, participating lenders (e.g., Texas Bank and Colonial Savings) and the City of Fort Worth. Through this program, UCP-TC assists individuals with disabilities or families with a member who has disabilities to become homeowners. UCP-TC undertakes outreach, determines applicant eligibility, and provides housing counseling and homebuyer's down payment/closing cost assistance. It has assisted 20 households through the HOYO program and proposes to assist twelve (12) more with this funding request. Logname: 03HRS01 Page 1 of 2 SUB-RECIPIENT: United Cerebral Palsy of Tarrant County SCOPE OF WORK: UCP-TC Home of Your Own Program for persons with disabilities FUNDING REQUEST: Programs Costs Homebuyer's Assistance $ 179,988 (Down payment/C losing Cost Funds) Housing Counseling and Operating 25,950 Support TOTAL $ 205,938 UCP-TC's HOYO program serves all COUNCIL DISTRICTS. The above recommendations were approved by the Housing and Workforce Development Committee at its June 15, 2004 meeting. FISCAL INFORMATION/CERTIFICATION: The Finance Director certifies that funds are available in the current operating budget, as appropriated, of the Grants Fund. TO Fund/Account/Centers FROM Fund/Account/Centers GR76 539120 005206846090 $79'952'28 GR76 539120 005206846060 $79,952.28 GR76 539120 005206930090 $125,985.72 GR76 539120 005206930060 $125,985.72 Submitted for City Manager's Office by_ Reid Rector (6140) Originating Department Head: Jerome Walker (7537) Additional Information Contact: Charles Cumby (7337) Logname: 03HRS01 Page 2 of 2