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HomeMy WebLinkAbout1999-033 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 .. . ,,~'~( .~: RESOLUTION NO. 1999-33 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH GE CAPITAL MORTGAGE SERVICES, INC. AWARDING COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS WHEREAS, the City of San Bernardino is a municipal corporation and charter city (the "City") duly organized and existing pursuant to the Constitution and laws of the State of California; and WHEREAS, the Department of Housing and Urban Development has awarded to the City a Community Development Block Grant (CDBG) pursuant to Title I of the Housing and Community Development Act of 1974, as amended (42 U.S.C. 16 Section 5301, ~ ~.) and implementing regulations codified at 17 24 CFR Part 570; and 18 19 20 21 22 23 24 25 26 WHEREAS, CDBG funds may be used only in furtherance of one of the national objectives of the Department of Housing and Urban Development, including benefit to low and moderate income families; and WHEREAS, job as creation activities qualify benefitting low and moderate income families if at least fifty 27 one percent (51%) of the jobs will be held by, or will be 28 available to, low and moderate-income persons; and - 1 - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 : 1999-33 WHEREAS, job retention acti vi ties qualify as benefitting low and moderate income families if it is demonstrated that the jobs retained would actually be lost without the CDBG assistance and that either or both of the following apply to at least fifty one percent (51%) of the jobs at the time CDBG assistance is provided: the job is known to be held by a low- or moderate-income person or the job can reasonably be expected to turn over within the following two years and steps will be taken to ensure that it will be filled by, or made available to, a low- or moderate-income person upon turnover; and WHEREAS, pursuant to 24 CFR Section 570.203(b), CDBG funds may be used by the City for special economic development activities including the assistance through grants to private for-profit businesses when such assistance is appropriate to carry out an economic development project; and WHEREAS, 24 CFR Section 570.209 sets forth guidelines for evaluating and selecting economic development projects, including mandatory standards for evaluating the public benefit of a project; and WHEREAS, economic development activities covered by the guidelines must, in the aggregate, create or retain at - 2 - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 i1l99-3!l least one full-time equivalent, permanent job per Thirty-Five Thousand Dollars ($35,000.00) of CDBG funds used; and WHEREAS, GE Capital Mortgage Services, Inc. ("GE Capital"), through the expansion of its facilities at 4680 Hallmark Parkway in the City, desires to consolidate its customer service and loss mitigation departments formerly located in Texas and Missouri at its location in the City; and WHEREAS, Capital financial has requested GE assistance from the City in connection with the consolidation of certain of its offices in the City; and WHEREAS, on June 1, 1998, the Mayor and Cormnon Council authorized the Economic Development Agency of the City of San Bernardino to spend up to Six Hundred Fifty Thousand Dollars ($650,000) to assist GE Capital with its consolidation efforts in the City; and WHEREAS, GE Capital at this time is requesting financial assistance in the amount of Six Hundred Twenty Seven Thousand Dollars ($627,000.00) from the City in connection with its consolidation in the City; and - 3 - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 \ 1999-33 Whereas, the consolidation effected by Subrecipient through the expansion of its Facilities will result in the retention of six hundred (600) jobs and the creation of approximately four hundred (400) jobs in the City; and WHEREAS, at least fifty one percent (51%) of the jobs created by the consolidation effected by GE Capital will be held by, or made available to, low- and moderate-income persons; and WHEREAS, the jobs retained as a result of the consolidation effected by GE Capital of its customer service and loss mitigation departments would have been lost if GE Capital had consolidated its departments at a location outside the City and at least fifty one percent (51%) of such jobs are held by low- or moderate-income persons or can reasonably be expected to turn over within the next two years and at such time will, pursuant to steps taken by GE Capital, be filled by, or made available to, low- or moderate-income persons; and WHEREAS, the City desires at this time to authorize the execution of an agreement awarding CDBG funds to assist GE Capital in the consolidation of its customer service and loss mitigation departments at its location in the City. - 4 - 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 1999-33 Section 1. The Mayor and Common Council hereby determine the above recitals to be true and correct as of the date of this Resolution. Section 2. The Mayor and Common Council hereby approve the Agreement Between the City of San Bernardino and GE Capital substantially in the form attached hereto as Exhibit "A" and incorporated herein by this reference (the "Agreement") . Section 3. The Mayor and City Clerk are hereby authorized and directed to execute the Agreement on behalf of the City together with any changes therein as may be approved by the Mayor and the City Attorney. The Mayor or such other authorized representative of the City is further authorized to do any and all things and take any and all actions as may be deemed necessary or advisable to effectuate the purposes of the Agreement. III III III - 5 - 1 2 3 4 5 6 7 8 9 10 1'999-13 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO AUTHORIZING THE EXECUTION OF AN AGREEMENT WITH GE CAPITAL MORTGAGE SERVICES, INC. AWARDING COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS Section 4. This Resolution shall take effect upon the date of its adoption. I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a joint regular meeting thereof, held on 11 the 15th day of February, 1999, by the following vote, to wit: 12 13 14 15 16 17 18 19 20 21 22 Council Members: AYES NAYS ABSTAIN ABSENT ESTRADA x LIEN x McGINNIS x SCHNETZ x DEVLIN x ANDERSON x MILLER x ~k UuJu /1 The day of foregoing resolution is hereby approved this FphTl1ary , 1 999 . 23 Approved as to form and legal content: 24 ;J c; 25 City Attorney 26 SBEOI0001/DOC/3452 27 2/9/99 950 ct 28 - 6 - 1999-33 ~/o AGREEMENT BETWEEN THE CITY OF SAN BERNARDINO and (AWARD OF CDBG FUNDS) ,.-:)(- , \ nJ I :;J (1-=0 \rl '"'\"( \7'1rJTl ....) ~ .....q! "-1 J2r- JI \J/ '6, "" -__,' ',_, I ", ~ ,r INC./'Iir' .... "'-'1111 .1', ,I . ',Ii: " ," "go'/) 'i I 'ii !' ! 0' liU' ".' (I! . :' ., i 'j ~ , ._I~' .' GE CAPITAL MORTGAGE SERVICES. : ;"~'I:,'(] ,'f'i":-;',;": ~lC:T!:" "~";'I .',~;;;,;C'~ I Ii,~; THIS AGREEMENT ("Agreement") is entered into this (ffday of February, 1999 by and between the City of San Bernar2f.no (the "Ci ty") and GE Capital Mortgage Services, Inc. , a /I/d'w ~tc.ry corporation ("Subrecipient"). WHEREAS, the Department of Housing and Urban Development has awarded to the City a Community Development Block Grant ("CDBG") pursuant to Title 42, U.S.C. Sections 5301 et ~. and Title 24 C.F.R., Part 570 (all references hereinafter in this Agreement being to Title 24 of the Code of Federal Regulations unless otherwise indicated); and WHEREAS, CDBG funds may be used only in furtherance of one of the national objectives of the Department of Housing and Urban Development, including benefit to low and moderate income families; and WHEREAS, job creation activities qualify as benefitting low and moderate income families if at least fifty one percent (51%) of the jobs will be held by, or will be available to, low- and moderate-income persons; and WHEREAS, job retention activities qualify as benefitting low and moderate income families if it is demonstrated that the jobs retained would actually be lost without the CDBG assistance and that either or both of the following apply to at least fifty one percent (51%) of the jobs at the time CDBG assistance is provided: the job is known to be held by a low- or moderate-income person or the job can reasonably be expected to turn over within the following two years and steps will be taken to ensure that it will be filled by, or made available to, a low- or moderate-income person upon turnover; and WHEREAS, pursuant to Section 570.203, CDBG funds may be used by the City for special economic development activities; and WHEREAS, special economic development activities include the provision of assistance through grants to private for-profit POj:;O y:) /. '/7~;) ? 1 CJ)C :Jo /:r 77 q.)U7~ j " . 1999-33 businesses, where the assistance is appropriate to carry out an economic development project; and WHEREAS, Section 570.209 sets forth guidelines for evaluating and selecting economic development projects, including mandatory standards for evaluating the public benefit of a project; and WHEREAS, economic development activities covered by the guidelines must, in the aggregate, create or retain at least one full-time equivalent, permanent job per $35,000 of CDBG funds used; and WHEREAS, the Subrecipient, through the expansion of its facilities at 4680 Hallmark Parkway in the City, desires to consolidate its customer service and loss mitigation departments formerly located in Houston, Texas and St. Louis, Missouri, at its location in the City; and WHEREAS, the Subrecipient has assistance in the amount of Six Hundred Dollars ($627,000.00)from the City in consolidation in the City; and requested financial Twenty Seven Thousand connection with its WHEREAS, the consolidation effected by the Subrecipient will result in the retention of six hundred (600) jobs and the creation of approximately four hundred jobs (400) in the City; and WHEREAS, at least fifty-one percent (51%) of the jobs created by the consolidation effected by the Subrecipient will be held by, or made available to, low- and moderate-income persons; and WHEREAS, the jobs retained as a result of the consolidation effected by the Subrecipient of its customer service and loss mitigation departments would have been lost if the Subrecipient had consolidated its departments at a location outside the City and at least fifty one percent (51%) of such jobs are held by low- or moderate-income persons or can reasonably be expected to turn over within the next two years and at such time will, pursuant to steps taken by the Subrecipient, be filled by, or made available to, low- or moderate-income persons. NOW, THEREFORE, the parties hereto agrees as follows: SECTION 1. AWARD OF FUNDS. The City agrees to award CDBG funds to the Subrecipient in the amount of Six Hundred Twenty Seven Thousand Dollars ($627,000.00) to be used by the Subrecipient 2 1999~33 for the retention in the City of six hundred (600) jobs and the creation in the City of four hundred (400)jobs. SECTION 2. STATEMENT OF WORK. The Subrecipient shall consolidate its customer service and loss mitigation departments in the City within six months of the date of this Agreement. SECTION 3. TERM. This Agreement shall continue in full force and effect until February 15, 2000, unless extended by mutual written agreement of the City and Subrecipient or terminated earlier by the City as provided herein. SECTION 4. RECORDS AND REPORTS. The Subrecipient shall, upon execution of this Agreement and prior to the disbursement of CDBG funds, provide the City with a report containing the information required by Section 570.506 and thereafter shall maintain such documents, records and accounts. SECTION 5. PROGRAM INCOME. Gross income, if any, received by the Subrecipient directly generated from the use of CDBG funds pursuant to this Agreement shall not be retained by the Subrecipient and shall be remitted to the City upon receipt thereof. SECTION 6. OTHER REOUIREMENTS OF SUBRECIPIENT. The Subrecipient shall carry out each activity under this Agreement in compliance with all Federal laws and regulations described in Subpart K of Part 570, except that the Subrecipient does not assume the City's environmental responsibilities described at Section 570.604 and the Subrecipient does not assume the City's responsibility for initiating the review ,process under the provisions of Part 52. Subpart K of Part 570 is attached hereto as Exhibit "B". SECTION 7. ENFORCEMENT OF AGREEMENT. In accordance with Section 85.43, suspension or termination of this Agreement may occur if Subrecipient materially fails to comply with any term of this Agreement. The City has the right to suspend or terminate this Agreement upon fifteen (15) days prior written notice to Subrecipient in the event of breach of any provision of this Agreement. In addition, the City may, in its sole discretion, terminate this Agreement for convenience in accordance with Section 85.44. SECTION 8. REVERSION OF ASSETS. Upon the expiration or termination of this Agreement, the Subrecipient shall transfer to the City any CDBG funds on hand at the time of expiration or 3 1999-33 termination and any accounts receivable attributable to the use of CDBG funds. SECTION 9. INDEMNI FICATION. Subrecipient shall defend, indemnify and hold harmless the City and its officers, employees and agents from and against any and all actions, suits, proceedings, claims, demands, losses, costs and expenses, including attorneys' fees, for injury or damage of any type claimed by an individual or entity, whether public or private, as a result of: (i) the acts or omissions of Subrecipient, its officers, employees, agents or contractors arising from or related to performance of the services required hereunder and (ii) failure of Subrecipient, its officers, employees, contractors or subcontractors to comply with the laws and regulations applicable to the award of CDBG funds pursuant hereto. SECTION 10. NOTICES. Notices shall be presented in person or delivered by overnight deli very made by a nationally recognized deli very service to the addresses noted below or by telephonically verified fax transmission to the facsimile numbers noted below, each of which shall be deemed effective upon actual receipt, or by certified or registered United States mail, return receipt requested, postage prepaid, to the addresses noted below. Notice presented by United States mail shall be deemed effective the second business day after deposit with the United States Postal Service. Either party may change its address for receipt of written notice by notifying the other party in writing in accordance with this Section 10. TO SUBRECIPIENT: GE Capital Mortgage Services, Inc. ~tol f:')( FO"-ia ~/\. ~(.{dG . Ale.... 27 IS- Attn: 7-:.771 CoGS ~ S'.<:. V. P. '(}oRr Sif/i.~'/(d Telephone: $1'1- ~G ,'i{IZ! Facsimile: _/0/- g'-6- LlZ-fe; TO CITY: City of San Bernardino c/o Redevelopment Agency of the City of San Bernardino 201 North "E" Street, Suite 301 San Bernardino, California 92401 Attn: Executive Director Telephone: (909) 384-5081 Facsimile: (909) 384-5135 SECTION 11. SEVERABILITY. or more of the sentences, clauses, In the event that anyone paragraphs, or sections 4 1999-33 contained herein is declared invalid, void or illegal by a court of competent jurisdiction, the same shall be deemed severable from the remainder of this Agreement and shall in no way affect, impair or invalidate any of the remaining phrases, sentences, clauses, paragraphs or sections contained herein. SECTION 12. WAIVER. Failure of either party to enforce any provision of this Agreement shall not constitute a waiver of the right to compel enforcement of the remaining provisions of this Agreement. SECTION 13. ENTIRE AGREEMENT. entire understanding and agreement of all prior understandings, negotiations to the subject matter hereof. This Agreement contains the the parties and supersedes and agreements with respect SECTION 14. AMENDMENT. This Agreement may only be amended by a written instrument signed by the parties hereto, and only upon approval thereof by the Mayor and Common Council of the City. SECTION 15. ASSIGNMENT. In no event shall Subrecipient assign this Agreement without the prior written consent of the City, which consent may be withheld in its sole discretion. SECTION 16. ATTORNEYS' FEES. In the event that either party hereto shall institute any action or proceeding to enforce the terms hereto or declare rights hereunder, the prevailing party in such action or proceeding shall be entitled to recover its reasonable costs and attorneys' fees from the losing party. The costs, salary and expenses of the City Attorney and members of his office in enforcing this Agreement on behalf of the City shall be considered as "attorney's fees" for the purposes of this paragraph. SECTION 17. PROVISIONS REOUIRED BY LAW DEEMED INSERTED. Each and every provision of law required to be inserted herein shall be deemed inserted and this Agreement shall be read and enforced as though each such provision was included herein. 5 1999-33 IN WITNESS WHEREOF, the City and Subrecipient have executed this Agreement as of the date first above written. CITY City of San Bernardino, a munic~Pl corporation ! i , , \. ! /"/',' I By: ",1 ~LL.",-L-/ JUdi~' Valles, Mayor ATTEST: ...-!~r "e (' C( tee Ie, cit~c:erk APPROVED AS TO FORM: ~~ SP~~i'a'l':',/ n~~- SUBRECIPIENT GE Capital Mortgage Services, Inc., a AJt1W~~'fCorporation 'y' ~- ~~ D ts ~"', By: Its P:\APPS\WPDATA\SBEO\OOOl\DOC\3451.WPD 6 1999-33 24 CPR CIl. V CoC-I-97 ~ bit t!'"""&tter, CD be Pl&DocI In ~jollt I IIllI ot ....<Ile. TIll. prD~' allIlU.. to llrDIl1"&m Ill.""'. "'11 .~o.. IUId IllYhcmlllCl thel'lot Ia.IC . I trantol ....d It. aub1'tclptOlllll. s prOV!llOIl lhaIl bl .ppllocl tor ClIe ~e at tht tDd ot tilt ProIrl'aDi tor wbJoll Jl'eden1 Jl'1~ Ylar ,_ s are ProVldld.) ..... Prorram IDOome 011 Ilalld t ot olo.lout tllall ODDtJDue a tIl. ~C to till ellrlblUty l'eqUII'I':II~ I>&l'1: 0 ..nd all Othlr appllC&ll1 ;t, ,1.111 ot tlUl I>&l'1: lUltll I" I I Id. . . q_ UIllIII otllel'WllI Ilrovldocl ID &II I ~O.~Dut AireomeDC, aDd .UbJlo~ q "'Illene. ot P&rarra.Pll (b)(5) I .eotlDII, Incoml rlollvocl aft 'ut .hall Dot be or 10111 ot Chle __(OVO",let by till tJ -" l"Olpt tIlat l! , tIlml ot olo.eout thl roolpl~nt lOell Ir oDrollli' COllG rr&llt .... reotl,y from !roD !\Inda artor OIOllOUt ehl,lI' be tre.;: rrarn IlIoom. or tIl. O"~oIM rogram. .. _ thl I'IOlpllllt dOli 1I0t haYo all- ~~olllr rro.nt reoelvod dlr80tly at till tlm. ot Olo..out, In- 'ollvod aner olollout trom till .Ion ot "'&1 property or from ~trt&nct~ at the tlmo ot 01_ ,llIot bl rOV."'"d b,. till proyt: Cjj1" I>&rt. l"Olpt that luoh Ih- la be Ut.d tor aoti VI tie. tIlat .. ot the Ilatlon&l ObJe.tl VII III lLIl4 the ellrlblllty ""quJ... IIOrlblet III ..0tlOIl 105 ot tIl; POlltlon ., "'0'''''", tnc..... .... V IUbnctplmu. Th. wrlttoll It betw'.n thl 1'I0lpt.nt ""d '",oIPI.nt, .. requJrlcl by shall 'Poo1t;y "hetllor ~orram "oel....4 la to be roturn.c1 to tOllt Or rot&lnod b,. tho IUb- Wh.... prorrfom Illoom. I. to ,:cI~ the 'ubreolpl.Dt, the be Ullde~oltyk the aotlvltl" I .D "I th tho pro- ml lLIl4 that all provl.loD. ot ~n on..m.nt .hall ap~ly to ,Id lLCtlyttl... When tIl. .ub. raWn. prorr&rn Jaoome ,t rr....t tun<la by tb. reol I~ ~ 'UbreolploDt Ih&ll be :d- rdllli' to tIlo J>r1D.lpl.1 de- I>&rarn.ph. (bX2) (l) ""d (11) EXHIBIT "A" Ofc. 01 Ant. Seer, Comm. Plannln;. Develop.. HUe 1570.506 th&t It I. apprOPrlato to oh&J1i'e 1110 .... ot the prop.rty to .. u.e ..hloh do.. ..ot quallt;y Illld.r I>&rI41'&Ph (10)(1) ot thla Motion, it m&7 ret&.f.D or 41'POH at the property Cor the oh&llrecl Ut. IC the ..... olpl'lIt'. CDBG prorram II I'Ilmbursecl IA the &mount oC the OutreDt r&lr'mar- lr.t value DC the property. 1...,&117 po.... ttOIl ot tho value attrlbutabl. to Ol[- penclltur.. oC 1I0n-ODBG tunda tor &0- 'lulaltlOIl oC, ""cIlmprovomllltl to, the prop.rt7. (0) U the oh&:lr. ot u.. ooouro aCt.r clo..out, the proY1.lon. rov.rnlllB' 111- oome from thl cll.po.ltlon DC tht nlal property 111 1570.604(b)(4) or (S). ... ap- pllcabl., .hall ..pply to the WI. ot !\Inda relmbure.cI. (d) Followlnr thl relmbun.meDt oC thl OOBG prorram lD &C.Orct"".1 with pI.l'qraph (b) ot thil ..0tIOD, the prop- erty 110 longer will b. ,ubJ.ot to &n;y aosa requJrem.ntl. res J'R IOn. Mar. 11, 1981. &. &m'cd,d .~ IS PIt 41381. 0... II. IN.) 1G70.508 Record. to be ",.lntalnec1. Eaoh reclpl.nt .hall eetabUeh and m..lnt&ln .uttlot.nt recoreta to .nabl. tho S.cr.tar)' to d.t.rmln. wh.ther the reolpl.Dt h&e met the requlremlnc. oC thl. pa.rt. At a mlDlmum, the tollow. Inr reoord. are ....c1.c1: (I.) Reoord. ProvIIllDr a f\1ll d..onp- tlOD or neb aotlvlty ....I.ted (or b.ler ....1.t.c1) with ODBG !\Incl., InolU<11nr ltl 10ClLtlon (It thl aotlY1ty hILI a rec- rraphloal loou.), the &:DOWlt ot COSG tulld. buclg.t.d, obllr..ud .lId ."p.nded tor th.aotlvlt7, and the provl.loD ID .ubpart 0 undor "hloh It I. .1lr1bl.. Ib) aloorda demoD.tratlnr that I.oh aotlvl~, uDdlrtaken mite. 011. or thl orlt.rla ..t rorth ID U70.a08. (Wh.... In. tarmatl.oll 011 lDooml by !f.m.ll,. 11.. 11 requlr.d, tho rlolpl.Dt may .ub.tlt1It. .vid.Dot ..t.bU.hl"r that the p.reon uli.teel QualU1el under another )).rO-- rram havilli' In.om. qu&lltlo..t1on crj_ un.. .t I...t III re.tnotlv. ... that used In the det1nit1onl of "low and. moderAte tn.come penon" &cd "low a.nd. moderate income houllhold." (u &"1'11... oabl.) at 1570.3, .uoh III Job Tr&lo1nr Partn.rehlp Aot (J'I'P A) and ".It.... prorram&: or the :ec1~I.nt lIIAY .ub. .tltute .vlet.nc. that the ....I.tod per. IOD it homelela; or the reo1ptenc ma.,y 133 of thJ.J l.oUano AD)" prorram inoom. an l&.Dc1 when the arr".ment expire.. or received attar the acnement'. e,xplra- I:IOD, shall b. palcl to thl reolpl.nt .. rtlqlrlrod by 1 570.503(b)(8). (d) DUpont'... 0' .ITt.,.. ".ogram en- _ rcr:av.tJ Ilti lIl'b".. ......tlu. Pro- II1'&In lDcom. cllI1\'1c1 Crom urban ooun- Q' prO(l"&:D a.tlvltl.. uudortak.D by or w1tll1.. the Jurlacl1otlon ot alllllt DC r.n- .r&llooaJ rovlrnment whloh thlr.loIt.r tonnJno.tll Its p&rtlolpatlOD In tho urb&ll oounty Illall OODtlnuI to b. pro- rr&:D Incoml ot the urb&ll .0uDt,.. Th. urb&ll county ~ tr&n&fer tIl. pro- rram Income to ths unit ot reDlral loc&l rov.rnm.llt. UPOD Itr t.rmlnatloD oC urb&ll .0Wl~ pl.l'tlolpatton. provld.c1 that the UDlt ot ren.r&! local rov.r... m.Dt h... beoome an Intltl.m.Dt rrant- .. ....d agr... to WI. thl prorrun In. oom. 1II1c. OWII COBa .ntltlem.nt pro. rrarn. [sa Fit ICY. MI.l". 11. lan. .. 1tm'I1d.ed .., eo P'R 0S16. Nov, Do 1i961 1170.505 V.. DC real proPl1't7, Th. .t..ndarda de.orlbl~ In thl. .... tlon apply to re.l prop.rty wiWn the r.olpl.nt.. control which WILe ...qulred or Improved 111 "holl or In p...'t WlllIB' COBG CUnda In .xcIse oC ~:!6,OOO. Thoee .t&Ild&rde .hall apply erom the 4&te COBG tunda are Orat .p.nt tor tho prop.rty until Ov. yun otter olo..out ot an Intltlement ...clpl.Dt'. partlclpa,. tlon 111 the entitlement OOBG prorram or, WltIl re.peot to o;her re.lpl.nte. until tlv. ,.1..... otter tho olo..ou; oC the ........t erom ..hloh the ".I.cano. to the properQ' Will proVlded. (a) A reolpllnt may Ilot obanf. the ..... or plann.d .... oC an,y .uoh prop.rty (1Doludlnr the b.D.tlolarl.. or .uoh lIIO) trom that Cor whl.h the ..oqull1- tlon or Improv.m.Dt wa. madl unl... the reolpieDt provld.. aaeot.c1 .ltlzeD' WIth 1'8ILeOllAbll notlo. ot, alld OppOl' tunlt;y to comm.nt on, any propo..d ohang.. &lid elthor: (1) Th. "." U.I oC .uoh pro~.rty qu&lltl.. III moetlnf on. or thl Da. tlonal objectlvlI In 1570.:lO8 (rormorly 1570.901) ""c1 I. DOt I. buUdl1lll' tor the ,en.ral canc1uot ot rOVlrnment: or (2) Thl r.qutremente lD I>&ragraph (b) of this ..ct10:C ue met. (b) U the r.clpleDt c1.t.nnln... otter oonaultat1on with a.ttected. oJtt.,!1.I, 1570.506 lublt1tute .. aapy at a vertt1able aertln- cation ll'om thll a.ul.te<t Ptnan that II1a or her ramlly Inaome doe. not ex- aMeI the appllaable Inaame limit ..tAb- ilIheclln accarclanoo with f&'lO.3; or the nalplont may .ub.tltute a notlao that tho uat.t.<t penon \I a nrerra!lram a .tat., oaunty or 10oa1 employment ",.nay or oth.r Intlty that ...... to raror IncIJvldual. It d.t<innlno. to bo law and moel.rate Illaamo Ptnano bal.d an KUD'. orIterta and &il'O" to maintAin daaum.ntatlan lupportlnr th.... d.termlnatlon..) Suoh noordl ehall Include the rcllawlllll" Inlarm.... tion: (1) For .ach a.atlvlt;r det.rmlne<! to belllnt low and mad.rato Inaom. per- .onl, the Inaom. llmlt. appll.<t and tho point In tlm. when the benent WU de- tormlned. (2) Far eaah aotlvlty d.t.rmlned to b.nent law and mod.r..<e Inaame per- .ana hued. OD the are.. IOrved by the a.atlvlt.r. (1) The bounda.r1n ot the .ervice are..; (Ill Th. Inaame chara.ot.ri.tla. at r&mlll.. ..ad WU'1llated Indlvlduale In the .erne. ana; and. (lU) II the percent or law and mod- erate Inaome per.CIll In tho .erna. ar... I' Ie.. than &1 pel'<lent, data ehaw- Inr thAt the .....a qualltl.. under the .xc.ptlon .rtterla ..t tarth at '&70,308(a)(IXII). (3) rar eaoh aatlvlt)' determine<! to ben.nt law and mod.rate Inoom. per- Ions becau.. the aatlvlty Involvee a ra- olll ty or ,0rYI.. d..lrned tor u.. b;r a llmited cU.nt.l. oOl1ll.tlng- .xohalv.ly or predamlnantl)' a! low and mod.r..te inoome per.ona: (I) Dooumentatlon e.tabll.hlnr thAt the raolll ty or IIrYloe I. deelilled ror the particular n..ca at or ...eeI .xalu- .Ively by ,enlor cltt..na, acIu1tt meet- illS" the Bureau or the Cen.uo' Ourrent Popu.lat1oD :a.porta d.etln1tlon ot ...... nrely cU...blod," ponaDl IIvlll( with AIDS, b&tund 'PO"''', ab",.d chil- dren, the homelell, 1111t.ra.te adulta, Dr mltrrant tarm work..., tor wblch tho tegu]a.t1011ll provid.e a. pre,umptlon oon.. cornlnS" the ",t.nt to which low- and moderate-Inoome penona benent: or (II) Docum.ntatlon d..orIblll( haw the nAture and. if appllo&ble, the loo&,.p tlcn ot the r..clllty or ..tvlco .etat>- 24 CfR ClI. V (4-1-'17 EdmCX1) 11111.. tha~ Jt I. "oed prodaminant17 b, , low &nd moclenr.te Illcom. pel'lOIll: or (111) Data ehcwln8" the lIIe and an- IIUal IlIcame ct the tamil;r at eaoh per- IOn ...colvillll" the bOlltnt. (4) For .ach activity can1e<l out !lIr the purpae. at provldlll8" or Imlll'OVlIl8" houallllr wh.loh I. d.tormlllOd to belletIt low and mcdenr.te Incam. pel'llOlll' (I) A oopy ot a written """,em~~ w1tll eo.oh lallcUcrcl or d.velop.r nc.lv- Ill&' CDBO ...,I'tallce Indloatlnr th. tot..1 nwnner cr dw.l11lll1" unlto In _h multl!l.mlly .truotur. ....I.t.<t ....d th. number or thcs. ullltt which will b. 00- oupltd by low and moderat. Inccmo hauleholda &t'tor uelltancej (II) ne tot&! ocst or tho o.ctlvit;r, 111- aludlll( both ODBG and ncn-oDBO !Unca. (111) Far ...oh unIt oocUpl.d by , low and mOd.r..te IlIcom. haus.hold, tho .1.. ..nd Inoome at the hOl1lehold; (iv) Por rentAl hou.lnr only: (A) Th. nont chlrll'Od (or to b. charged) after aS81.1ta.nc. tor each dw.l1lnS" unit In eAoh etructun .... .I.ted: ..nd (B) Such In!orm..tton .. lI.ce..ary tc ehow the atIardablllty at unite cccu- pled (or to be accupl.d) hy low &lid mod-er&t" inoome houeeholda punua.nt to crlterta .stabllshedand macl. public by the nalpl.nt; (v) Fcr each prcperty aoqulre<l on which th.... art no seructur.., 'Vld.no. ct oammltment. .n.urlng that tho ari- terta In '&70,~08(&)(3) will b. m.t wh.n the structur.. are bullt: (vi) Wh.... ..ppllc&bl., recordl d.m- ollltratlnS" thAt the activity qualln.. under the .poola!' ocncUtlallll at 1 &70.208(&)(3)(1): (viI) For allY home buyer a,sl,tanco aotlvlty qualllYlntr "lId.r 1570.201(.), &70.201(n), or 570,204. Id.ntltloatlon ot the ..ppll....bl. .lllrIblllty ll&l'lIlP"&ph MId .v1<lecce that the &etl vi ty m..tIi the .Urlblllty crtt.rta rar thAt pl'<lvl- .Ion: tar.1U1Y '''Oh aotlvlty C1uallt:YIll( und.r 1&70,208(a). the elso an4 Inoam. c! eo.oh home buyer'. hcullhald: and (vi!\) For Il U70.2Cl(k) hcU&lnr ..rv- Ic.. activity. Id.ntlfioatloll at the HOME projectes) or ....l.tano. that the ho...llllf ..mc.. aotlvlty .upportt, and ev1d.no. thAt project,.) or "liat&Dce m..t the KOME Pl'<lB"tAm Inoaml I I I 184 1999-33 lA CFll CII. V ~ 1-97 klIIIcrI) : it I. 1lH4 pnl1om1llAl1t!7 1Q' , ollll"&te Incom. penelll: or . ;a .howllllr tll. II.. &Il11 _ .n. ot tII. lam1l7 or IllOII _ In, tII. b.n.l1t. .aoh ...t;jvlt)' o&:rtecl out tll .. or proYidlar or ImPl'09i"; ll!oh I. d.t.rmIn.11 to bonettt ,o<1e....te 1Il00m. poneu _ of a written &lrteJlllftt , 1e.Ilcllorll or d.v.loper ..0.1... :ib ...lltano. inl1lC&tlnr!;h. ,',' 1 .r or dw.IUn, unlta In ....11 .Iy .tructure &IIllt.1l &Illl tII. r tho.. unite wll!ch wUl bo 00 , low &lllI modll"&te Inoom; .. after u.llt&noe. tot&! oo.t at till ~Ot;jVlt;y, In- ,oth OOBG &lid nOn-oOBG . .ach unit ocoupl'llll3' " low ,ral. Incom. houllhold. tII. lcom' of the hoWl. hold: r.ntal houl1nr onlr- I rent oharp4 lOr to bo anlr aellltan.oe tor eaoh unit In each .truotu.. &I- d II intonnatlon .. n,cI"1ll7 to &lfordablllty ot unltl ~- to be oooupl.\1j by low lUl<l Inoome ho....hol4a purIU&Ilt . lltablllhld &lid Dlade pllbUo llpilnt: . each property aequlnll OD 'rI art no ItruOturel, eVl4.nC41 ,tmlnt. lnaurin, tbat the ori- ~670.ilO8(Io)(3) "Ill b. m.t Wh'D .un. an buil t. lire aPJ)l1cabl;. reoorda 4em- , that the &Qtlvlt)' quUll.. .he lpeol&1 con<ll tlODl at XS)(I); >r all7 hom.buyer ""1._ qualltyln, under 1670.:101(.). . 01" 670.:104, Id.ntitloatlon of .Ioable 111i1blllty ~ph mOl that the aotlVlty D111t1 cUlt)' criteria ror tbat proV!- ,&Il.Y .uoh &Qtlnty qu&l1l)1nw 10.208(a), tho II.zI and IIlcom. om.bUYlr'l boullhol<l. anll 'or a 1670.201(k) hOUlin.- Ie..... Inty, Id.ntlllo..tlOIl or the 'ojlot(l) or _iltano. tllat the lemon &Qtivtty lupporta &Il<l that Pl'Oloot(l) or ...1Iot....c. ,. HOMlll prO/lI'lJll 11100_ 0f0- of ANt. S.oy., Comm. P1cInnlng, ellY.lop.. HUe 1570.506 I&tS"tln' ..qu1rementa at 24 crn 92.262 (B) A 1Ilttlllf b;y Job tltl. of !;h. po... ot 82.264. _llIlIt lobI lU1.d ....4 wll!cll Jobe w... (6) ror .ach r.ottVlty 4etermtllecl to Inltl&1ly 1I.1d by low &III! m04.....W Ill- lltDeflt low &1111 moll.....W Inoom. per- com. ponoll.: lUll! 00111 buel! on \h. creation or Jobe, the IC) For ....11 auoll low &114 mo<1erate nolp1.nt 111..11 provtl!. tho I!ocum.nta- lnoODl. poreoll l1lnll. tho II.. anI! an- !;tOil 1!..orlb.1! 111 .Ither parqrapll nual Inoom. or the penoll'. t&mJly (b)(6){1) or (11) of tll1a I.otlon. prior to tll. penon boln, lI1red tor !;h, (I) Wh.re tll. ....,Iplant ohooa.. to job. I!ocwnent that at I...t 51 poro.llt of (e) For .ach aotlVlty l1.termlDed to the lob. will b. av..llabl. to low and "'n.nt low Ionl! mocltrate Inoom. per- "'od.....t. 1Il00m. penon., docum.nt&- aon. b...cl On tile r.telltion or jolla: ~on tor .ach ...l.t.d bUlln." lballln. (I) lilvld.nc. that III the abeello, of olud.: ODBG ,,"I"to.no. Jobl wouidlla 101t; (t.) A oOpY of a wrltt.n &it..mellt (11) J'or eaoll buelnall ..1I.ted, a 1I.t- oonta.lnllllf: Inr b;y Job tltl. or plrm&lllnt lobI .... (1) A oommitm.nt by the buelne.. t&1n.d, lD<Ilc..t1nJ whioh or tllo.. Jobo \hat It will make at lealt 61 poroeat at ..... p....t-tlm. and (wh.n It la known) tIl. Job. Iov&1labl. to low ..nd mod.rat. whioh ..re hel4 by loW and mod.....te In- Il10cme pereone ond 00'111 proVld. tr&In- oom. penoll. at tIl. time the CDBG ..... Ill' for &Il.Y of thol. lobI requiring ape- Illtanoe 1O proVldell. Where ..ppllca.bl., 010.1 11<111. or .ducation: Id.ntlCic..tloll Of any or tho retained m A lI.tln, by lob titll of thl perm... lobe (other tbloll tho.. known to bo neat lobI to be oreated Indloatlng hol4 by loW and m04.rate Inoome PO'" wll!oh lobI wlll b. ..va.lllobl. to low ..nd .one) wll10h ..n prol.ot.d to b.oome mo4lrat. Inoom. pereonl, ...hloh ,obi avall..bl. to low and moder..te tDoOm. require lpoolo.l .kllll or 14uo..tlon, ..al! pononl throurll job turnov.r 1ritll1n wll!cl> Jobe ..... part-tlm., If IollTo and t...o 7...... of tIl. tlm. CDBG ,,"I"tanoe (3) A deecrtptloa at ..otlolll to b. II prov1l!ell. Wormatlon upon which cak.n by tIl. recipllnt &I1d bWllne.. to the Job turnoVlr prol.otloll. W're b....d .1lIW'I tha.t low onl! mod.rlote Inoom. aha.1I &110 bo lnolu4.4111 tII. record; ponont rec.lve lIret ooneld.....tloa ror (111l J'or .10011 ..wn.1! lob olalDlI<I to thaI. lob.: and b. 1I.ld by a low an<l mod.rat. I1100m. (B) A Ilatll1, by lob titl. ot tho po... penOll, intormatlon all tIl. .Ize and an- 1Jl&ll.nt lobS tilled, &III! wll!oh lobo or lIuallncome at the poreon'. !&mIly: tIlOI' ....n ava.ll..bl. to low ond mod- (Iv) J'or lobo 01a.lm.4 to '" avallabl. .....telnoom. pel"lOllI, &I1d a 4eaorlptlon to low &III! mol!.rato Inoom. peraon. ot hoW t1ret oon.ld.ratIDn "'.. rinn to b..el! 011 lob turnover, a 1!.lorlptlon luch penone tor tholl lob.. TIl. de- cov.rllllf tIl. It.me r.qu1re4 for "a.Io11- aorlption 11Iall Inolude what hiring r.ble to" job. In p&tagr..pb (b)(6) of tllla proc... ..... ue.4: wll!ch low Iolld mod- I.otlon: and .....telnccm. p.raOIll wire Intervlew.4 (v) Wher. lob. ....re c1a.lmed to b. for a partloul.... Job: &lid wll!olllow and ava.llabl. to 10'" anI! m04.rate Inoom. D1od.raUllloom. ponone w.r. lIlr.4. poreolll through turnov.r, .. Uatllllr or (11) Wh.r. tile reclpl.nt ohoo"" to ,"011 lob ...hiDh h.. turn.ll over to date, 40cum,"t tllAt at I...t 61 pero.nt or indicating wll!oll of thOlI Joba w.re .t- the jobl will be h.ld by low and mod- tIl.r taken by, or ..va.llabl. to, low and et&te income pereoNl, documentation moderato income penon.. for jo~ for .ach ..Ilated bueln"" ah..lllnclude: m..lle a.a.llabl., .. d.lcrlptlon or how (A) A oopy of a written agreem.nt lint 001ll14.r..tion WILl riV'ln to luoh oont..lntnr: ponolll tor tllo.' Joba Ih&11 al.o '" In- (1) A oommltmlnt by the bWlln... oluded In the reoord. th"t at I....t 61 perc.nt of the JObl, on (7) J'or purpoa.. of dooum.ntlnr, PUl'- a full-tlm. .qulval.nt ba.la, will b. IUNlt to pou'~pb (b)(&)(I)(5), held by low and moder..t. Incom. per- (b)(6XIll(C), (b)(6XIII) Or (b)(6Xv) or till. Ion'; &I1d lIotlon. tbat the penon for wlloDl a lob (Z) A IIltln, by lob title Of the porma- wILl .Ither nu.4 b;Y or ",..d. ava.llable lIent Jobe to b. or.M.d, 14entltylnr to a lOW- or mod.rate-lIloom. penon which are p~tlml, It any: b....1! UpOIl the c.n.ua traot wh.n tll. ;. " 135 1999-33 1870.506 penon relld.1 or ID whlcll tII. bl1lln... 11 loo&t.d. the recipient, In !lIU ot m&lDt&lnlng "ccrtll Ihowlnr thl por- oon'l !&mil1 II.. &IIdlncom.. ml1 Iub- atltute reoortll IhoWlng lither tile per- oon'l &c1lIr.u .t the tlm. the deter- mlD&tlon or Incoml It&tUI waa ID&de or the &delr... or the bl1lln,," provlc1lnr the lob, .. &ppllclble, the c.nlUl tr&ot In whlch tb&t Iddre.. w.. 1000tec\, the pol'Olnt ot pertonl relldlnr III that tr&ot who .Ith.r &re In pov.rty or Who are low. &.z:l.d modlrat&-inoome, u ap- pllc&bl., the d&tl 10urC. UI.d rcr deter- mlnlDl" the porc.nt&i'1o. Ind . d.OCrlp. tlon or tho ptrvaal v. povert1 o.nd fon- er&l d1.tr,al in the oel1.\11 tract In aut. flol.nt dotlll to d.moOltr&te how till centUl tract mlt the orlterl& In I070.:lOl!(&)(4)(v), ... &ppllo&ble. (8) For e&oh &ctlvlty d.tartnln.d to &ldln the prev.nUon or .lImlD&t10n ot tluml or bllrht bll.d on Iddre.e1q one or more or the oonclltlonl whloll qQ&!1- l1od. In ..... .. I alu.m or bllrhted &re&: (I) Th. boundarl.. or tile .......: o.nd (11) A c1eecrlptlon or the oollclltlolll ...hloh quollflod. thl ...... lot the tlm. or Ita d"l&'D&tlon I" l..molent detail to demollltr&te how the ....... mlt the ort- t.I'1& In 1070.208CbXl). (9) For ....h relld.lltl&l rehlbllJto.- tlon IoOtlvlty detertnlned to &ld In thl prltvent10n or elim1nation ot .huM 01' bllll11t In & .Ium or bllr11ted ......: (1) Thl 100&1 deOnltlon or "tub- Itanducl"; (U) A pr....ll&btllt&tlon InllPlctlon report d.'crlblni the d.nol.nol.. III 1&011 ttructure to bl ..h&bllltat.d: Uld 11\1) D.t&UI o.nd ocopt ot ODae .... IIltld ..11lbllltatlon, b1 Itruotur.. (10) For ..oh &ctlVlty determined to &ld In thl prevlntlon or .Umlnltlon or alWllll or bllllllt b..ed 011 the 11Im.!- Il&tlon ot IP.cIClo condltloDl or bll&'ht or p11Yllo&l d.oLT not loo&t.d In I elwn or bllrhted lor...: (I) A d.ecrlptlon or the ep.clClc conc1l- tlon or bllrht or phyeloll d.o..,. true- .d; o.nd (1l1 For rehAbilitation ourle<! out u.n4er W. oa.terory, & d.eecrtpt1on ot the Ip.OInO oondltloDl dltrlmellt&l to publlo h...1 th o.nd IA!llty whloh were Id'lItlCled &nd thl d.teJla and 100pe ot the ODne ..lilted rel1abUltatlon b)' ttructure. 24 CfR Ch. V Cot-l-97 IdIIIon) (U) ror lo.ch &Otlvlty d..I....IDe<! '" &101 In the prov.ntloll or .11mlna.t1on or IIW11I or bllrht bued on &ddreoolng a1wna or bll&'ht In Ll1 nrh&D reneW&! ....&. & oopy ot the 't1rh&D ReneW&! Pl&11. ..In Icrlot lot the time the &GU... IQ' Ia o&n1.d out. IDCI'llclllll" m.;>> ....01 tupportllll" dOOlUDentAtlOD. (12) For .&011 &Ctlvlty d.t.rmlned. to milt & oommlUllty d.v.lopm.nt """01 !l&v1ng & pa.rticul&l' urpnar. (\) DooumentAtlon oono'nlllII" the II&- ture ancl c1.rree at I.MOllOn... or the oondltlon requlrlnc &I,I,tanae; (II) EVld.nce tll&t the reclpl.nt oer- tlOed. tl1at thl eDBO &OtMty wu de- IIlll1ecl to &delr... the UJ'i.nt need: (III) IIltotm& tlon on the tlmlng ot the d.velopm.nt or the ,.rlOUI oondltlon; &Ild (1v) Evldlna. oonClrmtnr that other tln&nal&l re,ourc.1 to .alleviate tho noed. ""re not &v&ll&bl.. (c) Reoordo that d.mollltr&te that the reclpt.nt h&a _dl tho c1lt.rmln&- tlona required &I .. oonclltlon of eUll1- blllty ot oertaln &otlvltl.., .. P.... Icr\beclln 11570.201(1), &70.201(1)(2). fl0.201Ip). flO.201(V, 57Q.203(b)(3). 570.208<0. 570.209, o.nd 570,8~. (4) Jteoordo whlah <l.emonetr&tt oom- pll&Do, with 1570.000 rer&rdlng IllY olWlp Of UN ot re&l prop.rty o.oqu\re4 or Improved ...Ith ODBa ..elltonc.. (.) Rlcorlll th&t d.monltrMe oompU- &na. ...1th tll. oltlzen pa.rtlclpo.tlon .... qulrem.ntl pr.lcrtb.d In :l4 01"R put 81. lubpa.rt B. tor entltl.m.ot r.clpi- .ntl. or In :l4 eYR put 91. lubpa.rt O. tor HtTD-o.c1rnlnl,tered IJllAU oltl.. .... olpl.ntl. en Reoord' whloh d.mon.trat. com- pllLl10e WIth tho r.qulrem.ntt In 1570.806 l'II'Po1'<IlDr &O~ul'ltlon. cIIeplo.oe- m.nt. relooatlon. &nd replloO.m.llt houllng. (r) Fair houellll" &nd equal oppor- tunity r.oortll oontalnlnr: (1) Documento.tlon or the lJlolya\a Of Impodlmellte a.nd the ""tlone the reolp- I.nt h.. co.rrIld out ..Ith Ite hOllOlnr and. oommunitY' development ...n4 other re.ou.ro.. to remedy 01" am.Uorate &n7 Imp.cllm.ntt to I&Ir houalllr aholce In the recipient'. community. (2) D&tA on the ext.nt to whloh e&Oh ra.ol&l &nd .thnlo rn>I>1l o.nd 0111110- .~~ 130 CI'R ClI.. V (4-1-'17 ~ .011 actl Y1 ty 4attmllne4 :.velltloll or tllm1ll&t1011 : .~IIt ba..4 011 acl~ . Irllt III ... lUb... l'eIIewaI >y at tile 17rb&ll Ren'lr&l ,Utae ae tho time UI. aoct". :d out. 1IIol11dlnr llI&llI &IIll .ocnunentatlo.Q. "'II actlvitY el.cennllle4 co >lUUlllty 4ev.lo;>mlll.t 11104 'tloul.... wyellOr. JDt&t1on OOnclminl' the 11... 1m. or ..rJouen... of ~ qUlrln<< ...1.C&.ll0.; :.11:0' thr.t the reolpl.nt c.... . CDBG r.octVlty W&I 4.. dr... the 1U'isnt lleeel' ;"'tlon on tho tlml". 'ot tIL. . ot tIL. 1er101l.l oOlldl tlon; 00' oonf1nn1n.. th&t oCher llOlUCII CO &Uev1..te UI. ,t ..v&llabl.. .. II thr.t elemonatn.t. th&t t Ilu m..4a the 4at.rmlna- .el II a oond.l tlon of .Up- .rt&1II actlvitl... ... lll''' 1t6'T0~1(t). 670 ~1(1)(2) 670.201('1). 670.ao:l(bX3)' ).a. uel 670.80ll ' :1 wlllch demo~tr&te oom- h 1670.8OD re..r..r1l1I1" aD7 JI of ro&\ Ill'operty aoql11rt4 wIth CDM ....1._ " th..t ellmonatr&C4l C~Pll' 01 cItizen Pf,rtlolp..tlon ..... prooorlbtd III 24 0ll"1\ po.rt B. tor Inti tllment roolpl- If Ont part 81. oubpo.rt O. nlIl1&t.....el em&ll aI tiel ..... ~ whioh elomonlt....C4l com- .11 UI. requJrementll III cllnr &oqulol tlon. <I1opl&oo- oatlon. anel rtp!&oom.nt 110Ulln<< &Del equo.! oppo,," <lo oo"t&1nlnr. olltatlon or the ..II&\y111 or J &Del thl ..otlonl the recll>- :rIed out >riCh Ita IIoualn llty ellvelopment &I1el Oth~ , reml<ly or r.meUorate &D)' '. CO !&Ir IIoUlI", oholce In t I oommWllt:v. " the extent to Whloh e&oll etlullo ~oup ..nel JlDcI.. Ofc. of AIIt. SKy.. Comm. PlaMIng, o.velop., HUO 157D.107 i~~ '; bea4e4 bouaeholdll (1)T ,,_"r or hou", hold h.&4) hr.ve a;>plIed tor. partici- pated In. or benoa teel from. "1lY pro- lit*'" or actIvity !Uneltcl III "hol. or In ~ with ODBO !UndA. Buob Inlonn... tlon IIl&ll be UIIed 011~ II a br.oll tor 1Urthor Inv..tl....tlon ... to oompU....o. with 1l0ncl1lorl:nIIl&Clon requirement.. :10 recipient I. requlnd to ..ttalll or ~t&lJI, aD7 p.,rtloul.... ltael.tlc&\ me&aU%'tl 'Oy ....... ethuJolty. or rend.r In covered ptoll1"ama. tal Data on employm.nt III each ot tIl. reolpl.nt'l ope....tlnr uDlta tIInel.el III whol. or In pert wltJ1 CDBO tIInel.. with .uoh uta malntAlnod In tJ1. oat- ISOrI.. pre.orlbeel on tJ1. IIIqu&\ \!lm- plo~nt Opportunity Oonun\lllon'. ElIlo--l torm; and elooumentatlon oC an,- ""UOII.I unelertak.n to ......... ellu&l .m. plo:y.m.nt opportunltle. to all petton. rerucll... of :0.:1, oolor. lIatloll&l orl- rtn. .ax or hAncUcap In oper..t1nr un! ta !und.d In whol. or Ul pr.rt uncler Chi. part. (f) Data Illd.lc..tlnr the l'&Oe &Del .th- nlcltY ot hou.eholcle (..nil. r.ndor oC .In- ..Ie h...dA or houeeholel.) cllopllLO.d ... a "IUlt or ODSO !Undeel actlVltl.., to- IrIth.... wlUI tJ1. ..eldr... and O.IIJI'" cro.ot of the bouainr lIn1t. to whioh .""h dl.pl&Oed hO...lhold relooated. Such InlomuLtlon.h&l1 be IIled oIlly ... a b&l1. for turthlr IlIv..tlPtlon ... to oomp\lalloe with 1I0nclllOr\ml....tlon re- Ilulrementa. No reolplellt I. required. to att&lll Dr m&lntaln ..1lY partlowr.r "... t1.tlor.1 m....ul'l by 1'&0'. ethnlolty, or J'lnd.r III oovered proll1"J.Il1'. (6) Dooum.ntatlon or I.tlona under- taken to meet tJ1e requirement. of 1$10.IlO'l(b) wbloh Impl.m.nt. eeotlon a ot thl HOUlI~ D.velopm.nt Act o[ 1sea. ... am'lleled (12 I1.S.0. 170!"(ll r.l- at! v. to th. Illrinll uel t....lnllli oC low 1on4 moden.te Inoom. penolll ..nil. the ..... of 100&1 bu.ln...... Ie) Data Indlcatlnr the :o.:lAliethlllo oharacter or each b~lSlne.. entit7 l"e- ol1V1nr a oonttl\Ot or .ulloontrlLOt or sali.OOO or more po.lel. or to be p&lll. with CDSO !Uncl.l, uta InelIo..tlnr whioh ot thOle entitie. a.re women', bue1neaa en- terprl... .. donneel In Bxeoutl v. Ord.r 1:n38. the amount oC tJ1e cOlltraet or lubcontr..ct, and. documentation or ~ olplent'. a.mrmltlve "epo to ....ure thAt minority b\1a1neal a.nd women'l bUlln..1 ."torprl.e. hl.v. &11 .qual 01>- portunlty W obtain or oompeta ror COli- tn.o~ ~ .uboontraclla _ 1tO~ ot IlIppUee. equipment. oonatrUotlOIl &IllI IIrvtotl. auoll atnrm&tlVI .tlllI m&3' lIIolu4a. but ..... Illlt \lnl1ted to. tloll- lIIoal ....lataDOI open to &\1 bllIlD"''' but clel1ill.d to .nb&nO' o;>portunltl.. cor tll." .nterprl'" r.II4 .peo\&1 out- l'Iacll .Uorta to Worm them at 0011- tor""t opportunl tI.L Such .tape .11&\1 not Ulolucl. prer.rrt", &IlY bualll_ III tIl. awr.r4 of allY oonUloOt or 11I~ oontr&Ot .01.IT or In part on ~ b&al. or r&ClI or re~r. ('I) Docum.ntatlon or UI. amrmatlvt aotlon 1Il'''uro the reclpl.nt hU tak.n to ov.reollll prior dlaorllllill'" tloll. wbe.. the oourtl or WD hAve tOdd th..t the reo1pl.nt hU pl'Ivlo...11 dlaor\lllln&teel ....alnlt pettOM on the ITOlInel ot n.oe. oolor. !1atlonal orl<<lll or lex In &drnllll.terllllr .. prorram or &otlvlty !unclt4 In whole or In part with CDSO !UndA. (II) Jlnlonol&\ reoordA. III acoord&!1o, with the appllcabll l'Iqulremllltl lI.ted 1111670.60'.1. ' (1) Ag1:eem.llta an4 oth.r l'IOordl ro- Iattel to lumP IlllIl d.l.bunelllAlntl to Ill'lvate !1nr.nal&1 In.tltutlolll [or t1- , ll&Ilolnr rehAbUltatlon ... prtllOribld III 1610.61J: and (j) J\loordl required ~o ~ malntaln.d 111 aooorc\&llOO with other appllo&ble law. ....4 l'Ii\1latlollJl lit tortll In .ull- part It of thI. pe.rt. (MIII"V'l4 by tlll OlIICI of _llImut '" B\I,q1t under ooDvol awnbet 26O&-OOTl) [al nt. MtM. Sop\. 8. lUll: sa nt. fll11O, O~ 11, 1981. u amend,d "c eo F& 1818. lQY. JlC.. '1 1m: IlO nt. 5891&. flOY. t. 166: II 1'& 1811'7(. NIt. 21. 19i8l IITO.1O'l 1\eperlll. (a) l'ar[ormClnce Clncl <tllClllIClliOft ..... "ort-{Il Enlllll17ltnl g1C1nl Toclpjdll ClM HUD-aclmlnlll.".ocl JPMlI olll.. rocl~<III1I In HClVJ<>li. TIle annl1&l perCOrmanoe r.n4 .valuation report Ihall b. .ublllltted In o.coorcl&nO' ...1 th 24 on part 81. (2) HUD-/Jd.lnlnlll.".td Sm4l1 cmu TO- olpirntJ In Ne1J1 YOT~. Clncl HClWlJII Ttol)ll- ...11 [or fJT.-FY 1995 gTlJnll-(l) Conltnl. lD&oh pertormo.nco ....el .valuatlo!1 re- port muat oont&ll1 oompleteel oopl.. of &II tonnl aneln&rratlvlI prelOrlbod b:v KUD, Includl~ .. lammr.ry of UI. c1tl~ II~ oo=.nta reoelved on the report. 13'7 " " ~ - :l ,; :l i - - ~e e- o- . i- a I 'C'- =>. \ :0 "d 3e :1- I -1. ,,- or ed ~ 1999-33 EXHIBIT "B" Ofc_ of Asst. Secy., Comm- Planning, Develop., HUD funds are used to subsidize or guaran- tee repayment of rehabilitation loans made with non-CDBG funds. or to pro- vide a supplemental loan or grant to the borrower of the non-CDBG funds, the rehabilitation activities are consid- ered to be CDBG-assisted activities subject to the requirements applicable to such activities. except that repay- ment of non-CDBG funds shall not be treated as program income. (9) Provision of consideration. In con- sideration for the lump sum deposit by the recipient in a private financial in- stitution. the deposit must result in appropriate benefits in support of the recipient's local rehabilitation pro- gram. Minimum requirements for such benefi ts are: (i) Grantees shall require the finan- cial institution to pay interest on the lump sum deposit. (A) The interest rate paid by the fi- nancial institution shall be no more than three points below the rate on one year Treasury obligations at constant maturity. (B) When an agreement sets a fixed interest rate for the entire term of the agreement. the rate should be based on the rate at the time the agreement is excuted. (C) The agreement may provide for an interest rate that would fluctuate periodicallY during the term of the agreement. but at no time shall the rate be established at more than three points below the rate on one year Treasury obligations at constant matu. rity. (ii) In addition to the payment of in- terest. at least one of the following benefits must be provided by the finan- cial institution: (A) Leverage of the deposited funds so that the financial institution com- mi ts private funds for loans in the re- habilitation program in an amount substantiallY in excess of the amount of the lump sum deposit; (B) Commitment of private funds by the financial institution for rehabilita- tion loans at below market interest rates. at higher thf\.n normal risk. or with longer than normal repayment pe- riods; or (el Provision of administrative serv- ices in support of the rehabilitation program by the participating financial 5570.600 institution at no cost or at lower than actual cost. (c) Program income. Interest earned on lump sum deposits and payments on loans made from such deposits are pro- gram income and, during the period of the agreement. shall be used for reha- bilitation activities under the provi- sions of this section. (d) Outstanding findings. Notwith- standing any other provision of this section, no recipient shall enter into a new agreement during any period of time in which an audit or monitoring finding on a previOUS lump sum drawdown agreement remains unre- sol ved. (e) Prior notification. The recipient shall provide the HUD field office with written notification of the amount of funds to be distributed to a private fi- nancial instit,ution before distribution under the provisions of this section. (D Recordkeeping reqlllrements. The re- cipient shall maintain in its files a copy of the written agreement and re- lated documents establishing conform- ance with this section and concerning performance by a financial institution in accordance with the agr~ement. subpart K -Other Program ReqUirements SOURCE: 53 FR 34456, S.pt. 6, 1988. unless otherwise noted. ~ 570.600 General. (a) This subpart K enumerates law5 that the Secretary will treat as appli- cable to grants made under section 106 of the Act. other than grants to States made pursuant to section 106(d) of the Act. for purposes of the Secretary's de- terminations under section l04(e)(l) of the Act, including statutes expressly made applicable by the Act and certain other'statutes and Executive Orders for which the Secretary has enforcement responsibility. This subpart K applies to grants made under the Insular areas program in ~570.405, with the exception of ~ 570.612. The absence of mention herein of any other statute for which the Secretary does not have direct en- forcement responsibility is not in- tended to be taken as an indication that. in the Secretary's opinion, such 143 :j;' :~ ~ In . " ~: , P-:-~' 1999-33 5570.601 statute or Executive Order is not appli- cable to activities assisted under the Act. For laws that the Secretary will treat as applicable to grants made to States under section l06(d) of the Act for purposes of the determination re- quired to be made by the Secretary pursuant to section 104(e)(2) of the Act, see ~ 570.487. (b) This subpart also sets forth cer- tain additional program requirements which the Secretary has determined to be applicable to grants prOvided under the Act as a matter of administrative discretion. (c) In addition to grants made pursu- ant to section l06(b) and 106(d)(2)(B) of the Act (subparts D and F. respec- tively), the requirements of this sub- part K are applicable to grants made pursuant to sections 107 and 119 of the Act (subparts E and G, respectively), and to loans guaranteed pursuant to subpart M. [53 FR 34456. Sept. 6, 19118, as amended at 61 FR 11477, Mar. 20, 1996] ~570_601 Public Law 88-352 and Public Law 00-284; affirmatively further- ing fair housing; Executive Order 11063. (a) The follOWing requirements apply according to sections l04(b) and 107 of the Act: (1) Public Law 88-352, which is title VI of the Civil Rights Act of 1964 (42 U.S.C. 2000d et seq.), and implementing regulations in 24 CFR part 1. (2) Public Law 90-284. which is the Fair Housing Act 142 U.S.C. 3601-3620). In accordance with the Fair Housing Act, the Secretary reqUires that grant- ees administer all programs and activi- ties related to housing and community development in a manner to affirma- tively further the poliCies of the Fair Housing Act. Furthermore, in accord- ance with section 104(b)(2) of the Act, for each community receiving a grant under subpart D of this part, the cer- tification that the grantee will aff"1rm- atively further fair housing shall spe- cifically require the grantee to assume the responsibility of fair housing plan- ning by conducting an analysis to iden- tify impediments to fair housing choice within its jurisdiction, taking appro- priate actions to overcome the effects of any impediments identified through 24 CFR Ch. V (4-1-97 Edition) Ole. c that analysis, and maintaining records reflecting the analysis and actions in this regard. (b) Executive Order 11063, as amended by Executive Order 12259 (3 CFR. 1959- 1963 Compo, p. 652; 3 CFR, 1980 Compo. p. 307) IEqual Opportunity in Housing), and implementing regulations in 24 CFR part 107, also apply. [61 FR 1l477, Mar. 20, 1996J ~ 570.602 Section 109 of the Act. (a) Section 109 of the Act requires that no person in the United States shall on the ground of race, color, reli- gion, national origin or sex, be ex- cluded from partiCipation in, be denied the benefits of. or be subjected to dis- crimination under, any program or ac- tivity funded in whole or in part with community development funds made available pursuant to the Act. For pur- poses of this section "program or activ- ity" is defined as any function con- ducted by an identifiable administra- tive unit of the reCipient. or by any unit of government, subrecipient, or private contractor receiving commu- nity development funds or loans from the recipient. "Funded in whole or in part with community development funds" means that community develop-- ment funds in any amount in the form of grants or proceeds from HUD guar- anteed loans have been transferred by the recipient or a subrecipient to an identifiable administrative unit and disbursed in a program or activity. In subsection Ib) of this section, "recipi- ent.' means recipient as defined in 24 CFR 1.2<0. Ib) SpeCific discriminatory acti ons prOhibited and corrective actions. 11) A recipient may not. under any program or actiVity to which the regu- lations of this part may apply. directly or through contractual or other ar- rangements, on the ground of race, color, religion. national origin, or sex: (i) Deny any individual any facilities, services, financial aid or other benefits provided under the program or activ- ity. Iii) Provide any facilities, services, financial aid or other benefits which are different, or are provided in a dif- ferent form, from that provided to oth- ers under the program or activity. (Hi) regate facili t relate efit w (iv) in aCt any a other: servic under (v) from the ir enrol: other the ir provi! other gram (vi) tunit activ' (2) or IT. have discr: color or ha stant of th, tivit) ticuh origiJ (3) site c provi undel tions have from. subje the g tiona purp' stant ment this' (4)( acti1i with reci~ agai; COlOl or if clud, the firm fect~ 144 ; ~ 5 5 i 1 ., :1 :1 : C1 :l i ::l ~ .s .,. 5 o. ::l , 1999-33 Ok:. of Asst. Seey., Comm. Planning, Develop., HUD 5570.603 (ill) Subject an individual to seg- regated or sepa.ra.te treatment in any facility in. or in any matter of process related to receipt of any service or ben- efit under the program or activity. (iv) Restrict an individual in any way in access to, or in the enjoyment of, any advantage or privilege enjoyed by others in connection with facilities, services, financial aid or other benefits under the program or activity. (v) Treat an individual differently from others in determining whether the individual satisfies any admission, enrollment. eligibility. membership, or other requirement or condition which the individual must meet in order to be provided any fa.cill ties, services or other benefit provided under the pro- gram or activity. (vi) Deny an individual an oppor- tuni ty to participate in a program or activity as an employee. (2) A recipient may not use criteria or methods of administration which have the effect of subjecting persons to discrimination on the basis of race, color, religion, national origin. or sex, or have the effect of defeating or sub- stantially impairing accomplishment of the objectives of the prqgram or ac- tivity with respect to persons of a par- ticular race. color. religion. national origin, or sex. (3) A recipient. in determining the site or location of housing or facilities provided in whole or in part with funds under this part. may not make selec- tions of such site or location which have the effect of excluding persons from, denying them the benefits of, or subjecting them to discrimination on the ground of race. color, religion, na- tional origin. or sex: or which have the purpose or effect of defeating or sub- stantially impairing the accomplish- ment of the objectives of the Act and of this section. (4)(i) In administering a program or activity funded in whole or in part with CDBG funds regarding which the recipient has previously discriminated against persons on the ground of race. color. religion. national origin or sex. or if there is sufficient evidence to con- clude that such discrimination existed. the recipient must take remedial af- firmative action to overcome the ef- fects of prior discrimination. The word - "previously" does not exclude current discriminatory practices. (il) In the absence of discrimina.tion, a recipient, in administering a program or activity funded in whole or in part with funds made available under this part, may take any nondiscriminatory affirma.ti ve action necessary to ensure that the program or activity is open to all without regard to race. color, reli- gion, national origin or sex. (iii) After a finding of noncompliance or after a recipient has a firm basis to conclude that discrimination has oc- curred, a reCipient shall not be prohib- ited by this section from taking any action eligible under Subpart C to ame- liorate an imbalance in services or fa- cilities provided to any geographic area or specific group of persons within its jurisdiction. where the purpose of such action is to remedy prior dis- criminatory practice or usage. (5) Notwithstanding anything to the contrary in this section, nothing con- tained herein shall be construed to pro- hibit any recipient from maintaining or constructing separate living facili- ties or rest room facilities for the dif- ferent sexes. Furthermore, selectivity on the basis of sex is not prohibited when institutional or custodial serv- ices can properly be performed only by a member of the same sex as the reCipi- ents of the services. (c) Section 109 of the Act further pro- vides that any prohibition against dis- crimination on the basis of age under the Age Discrimination Act of 1975 (42 U.S.C. 6101 et seq.) or with respect to an otherwise qualified handicapped person as provided in section 504 of the Reha- bilitation Act of 1973 (29 U.S.C. 794) shall also apply to any program or ac- tivity funded in whole or in part with funds made available pursuant to the Act. HUD regulations implementing the Age Discrimination Act are con- tained in 24 CFR part 146 and the regu- lations implementing section 504 are contained in 24 CFR part B. [53 FR 34456. Sept. 6. 1988. as amended at 60 FR 56916, Nov. 9. 1995] A 570.603 Labor standards. (a) Section 110(a) of the Act contains labor standards that apply to nonvol- unteer labor financed in whole or in part with assistance received under the 145 .' j I i J ,-,,' ,'1 ,j ~ I ;1 ,. j '. ~,'~,'. . ... :. ~ ,1999-33 !l570.604 Act. In accordance with section 110(a) of the Act. the Contract Work Hours and Safety Standards Act (40 U.S.C. 327 et seq.) also applies. However, these re- quirements apply to the rehabilitation of residential property only if such property contains not less than 8 units. Ib) The regulations in 24 CFR part 70 apply to the use of volunteers. (61 FR 11477, Mar. 20. 1996] fi 570.604 Environmental standards. For purposes of section l04(g) of the Act. the regulations in 24 CFR part 58 specify the other provisions of law which further the purposes of the Na- tional Environmental Policy Act of 1969, and the procedures by which grantees must fulfill their environ- mental responsibilities, In certain cases, grantees assume these environ- mental review, decisionmaking. and action responsibilities by execution of grant agreements with the Secretary. (61 FR 11477, Mar. 20, 1996) fi 570.605 National Flood Insurance Program, Notwithstanding the date of HUD ap- proval of the recipient's application (or, in the case of grants made under subpart D of this part or HUD-adminis- tered small cities reCipients in HaWaii, the date of submission of the grantee's consolidated plan, in accordance with 24 CFR part 91), section 202(a) of the Flood Disaster Protection Act of 1973 (42 U.S.C. 4106) and the regulations in 44 CFR parts 59 through 79 apply to funds provided under this part 570. 161 FR 11477, Mar. 20. 19961 fi 570.606 Displacement, relocation, ac- quisition, and replacement of hous- ing. (a) General policy for minimizing dis- placement. Consistent with the other goals and objectives of this part, grant- ees (or States or state recipients. as ap- plicable) shall assure that they have taken all reasonable steps to minimize the displacement of persons (families, individuals, businesses, nonprofit orga- nizations, and farms) as a result of ac- tivities assisted under this part. (b) Relocation assistance for displaced persons at URA levels. (1) A displaced person shall be provided with reloca- 24 CFR Ch. V (4-1-97 Edition) Ofc tion assistance at the levels described in, and in accordance with the require- ments of 49 CFR part 24, which con- tains the government-wide regulations implementing the Uniform Relocation Assistance and Real Property Acquisi- tion Policies Act of 1970 (URA) (42 U.S.C. 4601-4655). (2) Displaced person, (i) For purposes of paragraph (b) of this section, the term "displaced person'. means any per- son (family, individual, business, non- profit organization, or farm) that moves from real property, or moves his or her personal property from real property, permanently and involuntar- ily, as a direct result of rehabilitation, demolition, or acquisition for an activ- ity assisted under this part. A perma- nent. involuntary move for an assisted activity includes a permanent move from real property that is made: (A) After notice by the grantee lor the state recipient, if applicable) to move permanently from the property. if the move occurs after the initial offi- cial submission to HUD (or the State, as applicable) for grant, loan, or loan guarantee funds under this part that are later provided or granted. IB) After notice by the property owner to move permanently from the property, if the move occurs after the date of the submission of a request for financial assistance by the property owner lor person in control of the site) that is later approved for the requested activity. (C) Before the date described in para- graph (b)(2)(i)(A) or (B) of this section, if either HUD or the grantee lor State, as applicable) determines that the dis- placement directly resulted from ac- quisition, rehabilitation, or demolition for the requested activity. (D) After the "initiation of negotia- tions" if the person is the tenant-occu- pant of a dwelling unit and anyone of the following three si tuations occurs: (1) The tenant has not been provided with a reasonable opportunity to lease and occupy a suitable decent, safe, and sanitary dwelling in the same buildingl complex upon the completion of the project, inclUding a monthly rent that does not exceed the greater of the ten- ant's monthly rent and estimated aver- age utility costs before the initiation of negotiations or 30 percent of the h01: COt:" (~ ten- ten rea. cur por mo' cat or reI< ten cor (~ ane but all inc (: par ter ch: ( ba, tic occ pel St, mt: no' in. as:' ( pre de~ (B wr: me ( de~ ( St. diE qu fO! pe in I cil til er th pc pI. pr se re 146 '. ltlcin> :ibed '.lire- con- :ions ~tion 'uisi- (42 Joses the per- non- that s his real ::!tar- :ion. ~tiv- =roa- :sted "'lOVe e (or ) to =rty. offi- :ate, loan ;;hat --erty the the ~ for ~rty site) ,sted Jara- :ion, :ate. dis- ac- ~t;jon )tia- ccu- :e of :"5: ided ease and .:ing/ the :ha. t ten- .ver- :ion the . 1999-33 Ole_ of Asst. Seey., Comm. Planning, Develop., HUD I household's average monthly gross in- come; or (2) The tenant is required to relocate temporarily for the activity but the tenant is not offered payment for all reasonable out-of-pocket expenses in- curred in connection with the tem- porary relocation. including the cost of moving to and from the temporary lo- cation and any increased housing costs, or other conditions of the temporary relocation are, not reasonable; and the tenant does not return to the building/ complex; or (3) The tenant is required to move to another unit in the building/complex, but is not offered reimbursement for all reasonable out-of-pocket expenses incurred in connection with the move. (Ii) Notwithstanding the provisions of paragraph (b)(2)(i) of this section. the term "displaced person." does not in. elude: (A) A person who is evicted for cause based upon serious or repeated viola. tions of material terms of the lease or occupancy agreement. To exclude a person on this basis, the grantee (or State or state recipient. as applicable) must determine that the eviction was not undertaken for the purpose of evad- ing the obligation to provide relocation assistance under this section; (B) A person who moves into the property after the date of the notice described in paragraph (b)(2)(i)(A) or (B) of this section. but who received a written notice of the expected displace- ment before occupancy. (C) A person who is not displaced as described in 49 CFR 24.2(g)(2). (D) A person who the grantee (or State, as applicable) determines is not displaced 1l.S a direct result of the ac- quisition, rehabilitation, or demolition for an assisted activity. To exclude a person on this basis. HUD must concur in that determination. liii) A grantee (or State or state re- cipient, as applicable) may, at any time, request HUD to determine wheth- er a person is a displaced person under this section., (3) Initiation of nellotiations. For pur- poses of determining the type of re- placement housing assistance to be provided under paragraph (b) of this section, if the displacement is the di- rect result of privately undertaken re- 5570.606 habilitation, demolition. or acquisition of real property, the term "initiation of nellotiations" means the execution of the grant or loan agreement between the grantee (or State or state recipi- ent. as applicable) and the person own- ing or controlling the real property. (c) Residential antidisplacement and re- location assistance plan. The grantee shall comply with the requirements of 24 CFR part 42. subpart B. Id) Optional relocation assistance. Under section 105(80)(11) of the Act, the grantee may provide (or the State may permit the state reCipient to provide, as applicable) relocation payments and other relocation assistance to persons displaced by activities that are not subject to paragraph (b) or (c) of this section. The grantee may also provide lor the State may also permit the state recipient to provide, as applicable) re- location assistance to persons receiv- ing assistance under paragraphs (b) or (c) of this section at levels in excess of those required by these paragraphs. Unless such assistance is provided under State or local law, the grantee (or state recipient, as applicable) shall provide such assistance only upon the basis of a written determination that the assistance is appropriate (see, e.g., 24 CFR 570.201(i), as applicable). The grantee (or state recipient, as applica- ble) must adopt a written policy avail- able to the public that describes the re- location assistance that the grantee (or state recipient. as applicable) has elected to provide and that provides for equal relocation assistance within each class of displaced persons. (e) AcquiSition of real property. The ac- quisi tion of real property for an as- sisted activity is subject to 49 CFR part 24. SUbpart B. (f) Appeals. If a person disagrees with the determination of the grantee (or the state recipient. as applicable) con- cerning the person's eligibility for. or the amount of. a relocation payment under this section, the person may file a written appeal of that determination with the grantee (or state recipient, as applicable). The appeal procedures to be followed are described in 49 CFR 24.10. In addition. a low- or moderate- income household that has been dis- 'placed from a dwelling may file a. writ- ten request for review of the grantee.s 147 1999-33 5570.607 decision to the HUD Field Office. For purposes of the State CDBG program, a low- or moderate-income household may file a written request for review of the state recipient's decision with the State. (g) Responsibility of grantee or State. (1) The grantee (or State, if applicable) is responsible for ensuring compliance with the requirements of this section, notwithstanding any third party's con- tractual obligation to the grantee to comply with the proviSions of this sec- tion. For purposes of the State CDBG program. the State shall require state recipients to certify that they will comply with the requirements of this section. (2) The cost of assistance required under this section may be paid from local pUblic funds. funds provided under this part, or funds available from other sources. (3) The grantee (or State and state recipient, as applicable) must maintain records in sufficient detail to dem- onstrate compliance with the provi- sions of this section. (Approved by the Office of Management and Budget under OMB control number 25Oli-{)102) [61 FR 11477, Mar. 20, 1996, as amended at 61 FR 51760, Oct. 3, 19961 fi570.607 Employment and contracting OPPortunities. Grantees shall comply with: (a) Executive Order 11246, as amended by Executive Orders 11375, 11478, 12086, and 12107 (3 CFR, 1964-1965 Comp.. p.339; 3 CFR, 1966-1970 Comp., p. 684; 3 CFR, 1966-1970 Comp" p. 803; 3 CFR, 1978 Comp., p. 230; and 3 CFR. 1978 Comp.. p. 264) (Equal Employment Opportunity) and the implementing regulations at 41 CFR Chapter 60; and Ib) Section 3 of the Housing and Urban Development Act of 1968 (12 U.S.C. 1701u) and implementing regula_ tions at 24 CFR part 135. 161 FR 5209, Feb. 9. 1996J fi 570.608 Lead-based paint. (a) Prohibition against the use of lead- based paint. Section 4011b) of the Lead- Based Paint Poisoning Prevention Act (42 U.S.C. 4831(b)) and regulations in 24 CFR part 35. SUbpart B apply to resi- dential structures constructed or reha- 24 CFR Ch. V (4-1-97 Edition) Ok 35. mu. i tio: SUI: to pre, 35. (1 plie sur: ass: act: nit: gra.; gra- (i leac pair (I (L (i (v isst: bili (v POSt phy cab 35.2: (v tati surf tha: (2 bili tated wi th assistance prOvided under this part 570. (b) NOtification of hazards of lead-based paint POis011ing. (1) The Secretary has promulgated reqUirements regarding notification to purchasers and tenants of HUD-associated housing constructed prior to 1978 of the hazards of lead- based paint poisoning at 24 CFR part 35, subpart A. This paragraph is pro- mulgated pursuant to the authoriza- tion granted in 24 CFR 35.5(c) and su- persedes, with respect to all housing to which it applies, the notification re- quirements prescribed by subpart A of 24 CFR part 35. (2) For properties constructed prior to 1978, applicants for rehabilitation assistance provided under this part and tenants Or purChasers of properties owned by the grantee or its sub- recipient and acquired or rehabilitated with assistance prOvided under this part shall he notified: (i) That the property may contain lead-based paint; Iii) Of the hazards of lead-based paint; (Iii) Of the symptoms and treatment oflead-based poisoning; (iv) Of the precautions to be taken to avoid lead-based paint poisoning (in- cluding maintenance and removal tech- niques for eliminating such hazards); (v) Of the advisability and availabil- ity of blood lead level screening for children under seven years of age; and (vi) That in the event lead-based paint is found on the property, appro- priate abatement procedures may be undertaken. Ic) Elimination of lead-based paint haz- arcts. The purpose of this paragraph is to implement the prOviSions of section 302 of the Lead-Based Paint Poisoning Prevention Act, 42 U.S.C. 4822, by es- tablishing procedures to eliminate as far as practicable the hazards due to the presence of paint which may con- tain lead and to which children under seven years of age may be exposed in existing housing which is rehabilitated with assistance provided under this part. The Secretary has promulgated requirements regarding the elimi- nation of lead-based paint hazards in HUn-associated housing at 24 CFR part < non. surf "e pro! feet are seVE nen frar: wor "I app: scal "I Exc con: whc leac gref "I surf tifiE thal 148 1999-33 :!ion) Ole. of Asst. Secy., Comm. Planning, Develop., HUD S 570.608 '.ided 35, subpart C. This paragraph is pro- mulgated pursuant to the authoriza- tion granted in 24 CFR 35.24(b)(4) and supersedes, with respect to all housing to which it applies, the requirements prescribed by subpart C of 24 CFR part 35. 11) Applicability. This paragraph ap- plies to the rehabilitation of applicable surfaces in existing housing which is assisted under this part. The following activities assisted under the Commu- nity Development Block Grant pro- gram are not covered by this para- graph: (i) Emergency repairs (not including lead-based paint-related emergency re- pairs); (ii) Weatherization; (iii) Water or sewer hook-ups: liv) Installation of security devices; (v) Facilitation of tax exempt bond issuances which provide funds for reha- bilitation; (vi) Other similar types of single-pur- pose programs that do not include physical repairs or remodeling of appli- cable surfaces (as defined in 24 CFR 35.22) of residential structures; and (vii) Any non-single purpose rehabili- tation that does not involve applicable surfaces (as defined in 24 CFR 35.22) that does not exceed $3,000 per unit. (2) Definitions. "Applicable surface. '. All intact and nonintact interior and exterior painted surfaces of a residential structure. "Chewable surface." All chewable protruding painted surfaces up to five feet from the floor or ground. which are readily accessible to children under seven years of age, e.g.. protruding cor- ners, windowsills and frames, doors and frames, and other protruding wood- work. "Defective paint surface:' Paint on applicable surfaces that is cracking, scaling, chipping, peeling or loose. "Elevated blood lead level or EBL." Excessive absorption of lead, that is, a confirmed concentration of lead in whole blood of 25 !1g/dl (micrograms of lead per deciliter of whole blood) or greater. "Lead-based paint surface:' A paint surface, whether or not defective. iden- tified as having a lead content greater than or equal to I mg/cm'. 'used has -ding :ants "cted :ead- part pro-- riza- .: su- ,g to : re- A of ~rior .tion and :ties sub- J.ted :his ,:ain ased :lent :1 to (in- ~ch- " .bil- for and ased ;JrO- be "laz- :l is :::ion :ing es- as to 'on- :der , in .ted ~his .ted :ru- in Jart (3) Inspection and lesting-{i) Defective paint surfaces. The grantee shall in- spect for defective paint surfaces in all units constructed prior to 1978 which are occupied by families with children under seven years of age and which are proposed for rehabilitation assistance. The inspection shall occur at the same time the property is being inspected for rehabilitation. Defective paint condi- tions will be included in the work write-up for the remainder of the reha- bilitation work. Iii) Chewable surfaces. The grantee shall be required to test the lead con- tent of chewable surfaces if the family residing in a unit, constructed prior to 1978 and receiving rehabilitation assist- ance, includes a child under seven years of age with an identified EBL condition. Lead content shall be tested by using an X-ray fluorescence ana- lyzer (XRF) or other method approved by HUD. Test readings of 1 mg/cm' or higher using an XRF shall be consid- ered positive for presence of lead-based paint. (iii) Abatement without testing. In lieu of the procedures set forth in para- graph (c)(3)(ii) of this section. in the case of a residential structure con- structed prior to 1978, the grantee may forgo testing and abate all applicable surfaces in accordance with the meth- ods set out in 24 CFR 35.24(b )(2)(ii). (4) Abatement actions. (i) For inspec- tions performed under ~570.608(c)(3)(i) and where defective paint surfaces are found. treatment shall be provided to defective areas. Treatment shall be performed before final inspection and approval of the work. (ii) For testing performed under ~570.608(c)(3)(ii) and where interior chewable surfaces are found to contain lead-based paint, all interior chewable surfaces in any affected room shall be treated. Where exterior chewable sur- faces are found to contain lead-based paint, the entire exterior chewable sur- face shall be treated. Treatment shall be performed before final inspection and approval of the work. (iii) When weather prohibits repaint- ing exterior surfaces before final in- spection, the grantee may permit the owner to abate the defective paint or chewable lead-based paint as required by this section and agree to repaint by 149 " 1999-33 5570.609 a specified date. A separate inspection is required. (5) Abatement methods. At a minimum, treatment of the defective areas and chewable lead-based paint surfaces shall consist of covering or removal of the painted surface as described in 24 CFR 35.24(b)(2)lii). (6) Funding for inspection, testing and abatement. Program requirements and local program design will determine whether the cost of inspection, testing or abatement is to be borne by the owner/developer. the grantee or a com- bination of the owner/developer and the grantee. (7) Tenant protection. The owner/de- veloper shall take appropriate action to protect tenants from hazards associ- ated with abatement procedures. Where necessary, these actions may include the temporary relocation of tenants during the abatement process. The owner/developer shall notify the grant- ee of all such actions taken. (8) Records. The grantee shall keep a copy of each inspection and/or test re- port for at least three years. (9) Monitoring and enforcement. HUD field office monitoring of rehabi!i ta- tion programs includes reviews for compliance with applicable program requirements for lead-based paint. The CPD Field Monitoring Handbook which currently includes instructions for monitoring lead-based paint require- ments will be amended as appropriate. In cases of noncompliance, HUD may Impose conditions or sanctions on grantees to encourage prompt compli- ance. (10) Compliance with other program re- Quirements, Federal, State and local laws. (i) Other program requirements. To the extent that assistance from any of the programs covered by this section is used in conjunction with other HUD program assistance which have lead- based paint requirements which may have more or less stringent require- ments, the more stringent reqUire- ments will prevail. (il) HUD responsibility. If HUD deter- mines that a State or local law, ordi- nance, code or regulation provides for lead-based paint testing or hazard abatement in a manner which prOvides a level of protection from the hazards of lead-based paint poisoning at least 24 CFR Ch. V (4-1-97 Edition) COmparable to that provided by the re- quirements of this section and that ad- herence to the requirements of this subpart would be duplicative or other- wise cause inefficiencies, HUD may modify or waive the requirements of this section in such manner as may be appropriate to promote effiCiency while ensuring such comparable level of protection. (ili) Grantee responsibility. Nothing in this section is intended to relieve any gran tee in the programs covered by this section of any responsibility for compliance with State or local laws. ordinances, codes or regulations gov- erning lead-based paint testing or haz- ard abatement. (iv) Disposal of lead-based paint debris. Lead-based paint and defective paint debris shall be disposed of in accord- ance with applicable Federal, State or local reqUirements. (See e.g.. 40 CFR parts 260 through 271.) [53 FR 34456. Sept. 6, 1988: 53 FR 41330, Oct. 21. 1988, as amended at 61 FR 11481, Mar. 20. 1996) ~570.609 Use of debarred, suspended or ineligible contractors or sub- recipients. The reqUirements set forth in 24 CFR part 5 apply to this program. [61 FR 5209, Feb. 9. 1996J ~570.610 Uniform administrative re- quirements and cost principles. The recipient, its agencies or instru- mentalities, and subrecipients shall comply with the policies, guidelines, and requirements of 24 CFR part 85 and OMB Circulars A-87, A-110 (imple- mented at 24 CFR part 84), A-l22, A-l33 (implemented at 24 CFR part 45), and A-128 , (implemented at 24 CFR part 44), as applicable. as they relate to the acceptance and use of Federal funds under this part. The applicable sections of 24 CFR parts 84 and 85 are set forth at ~ 570.502. [60 FR 56916. Nov. 9. 1995J ~ 570.611 Conflict of interest. (a) Applicability. (1) In the procure- ment of supplies, equipment, construc- tion, and services by reCipients and by subrecipients, the conflict of interest , See footnote 1 at f570.200(a)(5J. 150 Ofc.c provi, 84.42. (2) CFR this s cl ude real r sistar: recipi and e ble a sistar tion. vate] ~ 570.2 sistar other I ~ 570.2 I (b) rule parag eise ( respo activ who, a del side activ teres actlv any ment activ ceed~ ther whon fami! one " gram apply I the t 1 such \ ing, ( tenu, (c) i teres I this, ! an er i or el , of tl: publ: that part. (d) Ques an e grap case met 1999-33 ion) Ofc. of Assi. Secy., Comm. Planning, Develop., HUD Ii 570.611 . re- ad- ~s ier- nay 3 of " be 'ncy ~vel provisions in 24 CFR 85.36 and 24 CFR 84.42, respectively, shall apply. (2) In all cases not governed by 24 CFR 85.36 and 84.42. the provisions of this section shall apply. Such cases in- clude the acquisition and disposition of real property and the provision of as- sistance by the recipient or by its sub- recipients to individuals, businesses. and other private entities under eligi- ble activities that authorize such as- sistance (e.g.. rehabilitation. preserva- tion. and other improvements of pri- vate properties or facilities pursuant to ~570.202; or grants, loans, and other as- sistance to businesses, individuals. and other private entities pursuant to ~570.203, 570.204. 570A55. or 570.703(i)). (b) Conflicts prohibited. The general rule is that no persons described in paragraph (c) of this section who exer- cise or have exercised any functions or responsibilities with respect to CDBG activities assisted under this part, or who are in a position to participate in a decisionmaking process or gain in- side information with regard to such activities, may obtain a financial in- terest or benefit from a CDBG-assisted activity. or have a financial interest in any contract, subcontract. or agree- ment with respect to a CDBG-assisted activity, or with respect to the pro- ceeds of the CDBG-assisted activity, ei- ther for themselves or those with whom they have business or immediate family ties. during their tenure or for one year thereafter. For the UDAG pro- gram. the above restrictions shall apply to all acti vi ties that are a part of the UDAG project, and shall cover any such financial interest or benefit dur- ing. or at any time after. such person's tenure. (c) Persons covered. The conflict of in- terest provisions of paragraph (b) of this section apply to any person who is an employee, agent, consultant, officer, or elected official or appointed official of the recipient. or of any designated public agencies. or of subrecipients that are receiving funds under this part. (d) Exceptions. Upon the written re- quest of the recipient, HUD may grant an exception to the provisions of para- graph (b) of this section on a case-by- case basis when it has satisfactorily met the threshold requirements of I 5 in any by for lWS.. ?OV.... :laZ- jris. tint ~rd- -:: or :FR :.21. :996J :ded sub- :FR re- ";I"U- iall ::les~ and ,:>le- -133 and Jart the ends .ons Jrth :u-e- :"uc- : by ~est (d)(l) of this section, taking into ac- count the cumulative effects of para- graph (d)(2) of this section. (1) Threshold requirements. HUD will consider an exception only after the re- Cipient has provided the following doc- umentation: (i) A disclosure of the nature of the conflict, accompanied by an assurance that there has been public disclosure of the conflict and a description of how the public disclosure was made; and (ii) An opinion of the recipient's at- torney that the interest for which the exception is sought would not violate State or local law. (2) Factors to be considered for excep- tions. In determining whether to grant a requested exception after the recipi- ent has satisfactorily met the require- ments of paragraph (d)(l) of this sec- tion. HUD shall conclude that such an exception will serve to further the pur- poses of the Act and the effective and efficient administration of the recipi- ent's program or project, taking into account the cumulative effect of the following factors, as applicable: (i) Whether the exception would pro- vide a significant cost benefit or an es- sential degree of expertise to the pro- gram or project that would otherwise not be available; (ii) Whether an opportunity was pro- vided for open competitive bidding or negotiation; (iii) Whether the person affected is a member of a group or class of low. or moderate-income persons intended to be the beneficiaries of the assisted ac- tivity, and the exception will permit such person to receive generally the same interests or benefits as are being made available or provided to the group or class: (iv) Whether the affected person has withdrawn from his or her functions or responsibilities. or the decisionmaking process wi th respect to the specific as- sisted activity in question; (v) Whether the interest or benefit was present before the affected person was in a position as described in para- graph (b) of this section; (vi) Whether undue hardship will re- sult either to the recipient or the per- son affected when weighed against the public interest served by avoiding the prohibited conflict: and 151 ; < , . 1999-33 5570.612 (vii) Any other relevant consider- ations. [60 FR 56916. Nov. 9, 1995J ~570.612 Executive Order 12372. (a) General. Executive Order 12372, Intergovernmental Review of Federal Programs. and the Department's imple- menting regulations at 24 CFR part 52. allow each State to establish its own process for review and comment on proposed Federal financial assistance programs. (b) Applicability. Executive Order 12372 applies to the CDBG Entitlement program and the UDAG program. The Executive Order applies to all activi- ties proposed to be assisted under UDAG, but it applies to the Entitle- ment program only where a grantee proposes to use funds for the planning or construction (reconstruction or in- stallation) of water or sewer facilities. Such facilities include storm sewers as well as all sanitary sewers, but do not include water and sewer lines connect- ing a structure to the lines in the pub- lic right-of-way or easement. It is the responsibility of the grantee to initiate the Executive Order review process if it proposes to use its CDBG or UDAG funds for activities subject to review. ~ 570.613 Eligibility restrictions for certain resident aliens. (a) Restriction. Certain newly legal- ized aliens, as described in 24 CFR part 49, are not eligible to apply for benefits under covered activities funded by the programs listed in paragraph (e) of this section. "Benefits" under this section means financial assistance, public serv- ices, jobs and access to new or rehabili- tated housing and other facilities made available under covered acti vi ties fund- ed by programs listed in paragraph (e) of this section. "Benefits" do not in- clude relocation services and payments to which displacees are entitled by law. (b) Covered activities. "Covered activi- ties" under this section means activi- ties meeting the requirements of ~ 570.208Ia) that either: (1) Have income eligibility require- ments limiting the benefits exclusively to low and moderate income persons; or (2) Are targeted geographically or otherwise to primarily benefit low and 24 CFR Ch. V (4-1-97 Edition) moderate income persons (excluding activities serving the public at large, such as sewers, roads, sidewalks, and parks), and that prOVide benefits to persons on the basis of an application, (c) Limitation on coverage. The restric- tions under this section apply only to applicants for new benefits not being received by covered resident aliens as of the effective date of this section. (d) Compliance. Compliance can be ac- complished by obtaining certification as prOvided in 24 CFR 49.20. (e) Programs affected. (1) The Commu- nity Development Block Grant pro- gram for small cities, administered under subpart F of part 570 of this title until closeout of the recipient's grant. (2) The Community Development Block Grant program for entitlement grants, administered under subpart D of part 570 of this ti tIe. (3) The Community Development Block Grant program for States, ad- ministered under subpart I of part 570 of this title until closeout of the unit of general local government's grant by the State. (4) The Urban Development Action Grants program. administered under subpart G of part 570 of this title until closeout of the recipient's grant. [55 FR 18494, May 2. 1990J ~570.614 Architectural Barriers Act and the Americans with Disabilities Act. (a) The Architectural Barriers Act of 1968 (42 U.S.C. 4151--4157) requires cer- tain Federal and FederallY funded bUildings and other facilities to be de- signed. constructed, or altered in ac- cordance with standards that insure accessibility to, and use by. physically handicapped people. A building or facil- ity designed, constructed, or altered with funds allocated or reallocated under this part after December 11, 1995. and that meets the definition of "resi- dential structure" as defined in 24 CFR 40.2 or the defini tion of "building" as defined in 41 CFR 101-19.602Ia) is sub- ject to the requirements of the Archi- tectural Barriers Act of 1968 (42 U.S.C. 4151-4157) and shall comply with the Uniform Federal Accessibility Stand- ards (appendix A to 24 CFR part 40 for residential structures, and appendix A 152 Ofc.c , I J 'I to 41 for ge: (b) Act (, 218 ax sive c abilit publi< local comn that to de first 26, IS and: ities. mov~ comr tura.: wher able-- and mue, [60 F' 5 50 othe ~57{ Tl gov. 108, fine ~571 B, its sue: par D not put age thi oU a 1 pl1-' is pa: trl ot; tie an te, .. jftjon) uding large. '. and _ts to J.tion. ostric- I "11y to '! being ~ns as :l.. je ac- oation :nmu- pro- stered s title Jr3.Il t. Jment .ment art D 'ment 3. ad- ~t 570 . unit .nt by _ction mder until I Act I Hities I ,>-ct of I - cer- .mded }e de- n ac- I !1Sure _cally facil- tered ~ated 1995. I "resi- .CFR g-n as sub- .rchi - :.S.C. .1 the ~nd- ~O for :iixA 1999-33 Ofc. of Asst. Secy., Comm. Planning, Develop., HUe 5570.703 to 41 CFR part 101-19. subpart 101-19.6. for general t~ buildings). (b) The Americans with Disabilities Act (42 U.S.C. 12131; 47 U.S.C. 155. 201. 218 and 225) (ADA) provides comprehen- sive civil rights to individuals with dis- abilities in the areas of employment. public accommodations, State and local government services. and tele- communications. It further provides that discrimination includes a failure to design and construct facilities for first occupancy no later than January 26. 1993. that are readily accessible to and usable by individuals with disabil- ities. Further. the ADA requires the re- moval of architectural barriers and communication barriers that are struc- tural in nature in existing facilities. where such removal is readily achiev- able-that is. easily accomplishable and able to be carried out without much difficulty or expense. [60 FR 56917. Nov. 9. 1995] subpart L-(Reserved) subpart M-Loan Guarantees SOURCE: 59 FR 66604. Dec. 27. 1994. unless otherwise noted. A570.700 Purpose. This subpart contains requirements governing the guarantee under section 108 of the Act of debt obligations as de- fined in S 570. 70l. A570.701 Def"mitions. Borrower means the public entity or its designated public agency that is- sues debt obligations under this sub- part. Debt obligation means a promissory note or other obligation issued by a public entity or its designated public agency and guaranteed by HUD under this subpart. or a trust certificate or other obligation offered by HUD or by a trust or other offeror approved for purposes of this subpart by HUD which is guaranteed by HUD under this sub- part and is based on and backed by a trust or pool composed of notes or other obligations issued by public enti- ties or their designated public agencies and guaranteed or eligible for guaran- tee by HUD under this subpart. 174-07:) 0-9i---6 Designated publiC agency means a pub- lic agency designated by a public en- tity to Issue debt obligations as bor- rower under this subpart. Entitlement public entity means a met- ropolitan city or an urban county re- ceiving a grant under subpart D of this part. Guaranteed loan funds means the pro- ceeds payable to the borrower from the issuance of debt obligations under this subpart. Nonentitlement public entity means any unit of general local government in a nonentitlement area. Public entity shall have the meaning provided for the term "Eligible publiC entity" in section 108(0) of the Act. State-assisted public entity means a unit of general local government in a nonentitlement area which is assisted by a State as required in ~570.704(b)(9) and ~570.705(b)(2). [59 FR 66604. Dec. 27. 1994. as amended at 61 FR 11481. Mar. 20. 1996J ~570.702 Eligible applicants. The following public entities may apply for loan guarantee assistance under this subpart. (a) Entitlement public entities. (b) Nonentitlement public entities that are assisted in the submission of applications by States that administer the CDBG program (under subpart I of this part). Such assistance shall con- sist. at a minimum. of the certifi- cations required under S570.704(b)(9) (and actions pursuant thereto). (c) Nonentitlement public entities el- igible to apply for grant assistance under subpart F of this part. ~ 570.703 Eligible activities. Guaranteed loan funds may be used for the following activities. provided such activities meet the requirements of S570.200. However. guaranteed loan funds may not be used to reimburse the CDBG program account or line of cred- it for costs incurred by the public en- tity or designated public agency and paid with CDBG grant funds or pro- gram income. (a) Acquisition of improved or unim- proved real property in fee or by long- term lease. including acquisition for economic development purposes. 153