HomeMy WebLinkAboutR30-Economic Development Agency
ECONOMIC DEVELOPMENT AGENCY
OF THE CITY OF SAN BERNARDINO
FROM:
Maggie Pacheco
Deputy Director
SUBJECT: RENEWAL OF THE NEIGHBORHOOD
L HOUSING SERVICES OF THE
INLAND EMPIRE, INC. (NHS)
OR 1 G 1 N A CONTRACT - SINGLE FAMILY HOME
IMPROVEMENT LOAN AND
BEAUTIFICATION GRANT PROGRAMS
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DATE:
March 23, 2004
SvnoDsis of Previous Commission/Council/Committee Action(s):
On March 4, 2004, Redevelopment Committee Members Estrada and McGinnis voted to recommend that the
Community Development Commission consider this action for approval.
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Recommended Motlon(s):
MOTION:
(Community Develoqment Commission)
A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF
SAN BERNARDINO AUTHORIZING AND APPROVING THE EXECUTIVE DIRECTOR OF THE
AGENCY TO EXECUTE A ONE (I) YEAR AGREEMENT BY AND BETWEEN
NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE, INC. (NHS) AND THE
REDEVELOPMENT AGENCY ("AGENCY") FOR ADMINISTRATION OF THE AGENCY'S
SINGLE FAMILY HOME IMPROVEMENT LOAN AND BEAUTIFICATION GRANT
PROGRAMS
Contact Person(s):
Project Area(s)
Maggie Pacheco
Phone:
(909) 663-1044
All
N/A
Ward(s):
Supporting Data Attached: Itl StafIReport Itl Resolution(s) Itl Agreement(s)/Contract(s) 0 Map(s) Itl Letters
FUNDING REQUIREMENTS Amount: $ 1.2 Million Source:
Budget Authority:
Low/Mod Housing Fund
EDA 2003/2004 & 2004/2005 Budget
SIGNATURE:
~7i~1J~
Gary an Osdel, Executive Director
70~~~
Maggie Pacheco, Deputy Director
Commission/Council Notes:
~;k! C(R) 200.lj-f{
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COMMISSION MEETING AGENDA
Meeting Date: 04/05/2004
Agenda Item Number: Jf.3D
ECONOMIC DEVELOPMENT AGENCY
STAFF REPORT
Renewal ofthe Nei!!hborhood Housin!! Services of the
Inland Empire. Inc. (NHS) Contract - Sin!!le Family Home Improvement Loan
and Beautification Grant Pro!!rams
BACKGROUND:
On September 7, 1999, the Community Development Commission approved an Agreement with
Neighborhood Housing Services of the Inland Empire, Inc. (NHS) in the amount of $500,000 for the
purpose of providing loans and grants to single family homeowners within the seven adopted
Neighborhood Initiative Program (NIP) target areas and on a case by case basis, to eligible
homeowners outside of the NIP target areas (the Single Family Exterior Beautification and
Rehabilitation Loan Programs [the "Program"]). The Program provided loans of up to $25,000 at
3%, with montWy payments being deferred until the home is sold, transferred, etc., and a $5,000
grant to accomplish a host of home improvements to eligible homeowners, particularly in the area of
correcting building and safety violations and exterior improvements to enhance the aesthetic
complexion of a home. The Program was limited to NIP Target Areas because it was intended to
focus housing efforts in previously selected Council approved geographic areas and to produce
tangible changes in neighborhood perception and quality of life, in concert with other Agency
programs.
The NHS Agreement was later amended ("Amendment No.1") on July 24, 2000, to expand the
Program to add a Citywide Single Family Beautification Grant Program because the previously
administered Westside Community Development Corporation (WSCDC) Handyworker Grant
Program had been cancelled and there was a continued demand from the residential community.
On March 5, 2001, the Agreement was amended ("Amendment No.2") to increase the Agreement to
$1.2 million annually for a three (3) year period, subject to funding availability. The $1.2 million was
allocated to NHS as follows:
$200,000
NHS Program Administration (staff and operation cost of
not more than 20%)
$ 10,000
Pre-Development costs such as cancelled title policies, architecture
and engineering, and lead base testing, if necessary.
$390,000
$600,000
NIP Loan/Grant Program
Citywide Single Family Beautification Grant Program
Coupled with these funding categories, the Amendment No. 2 made the following changes to the
existing NHS/Agency Contract: 1) increased the maximum home improvement loan amount made to
a borrower from $25,000 to $35,000 under the same terms and conditions; 2) eliminated the $100 fee
P:\Agendas\Comm Dev Commission\CDC 2004\04-04-05 NHS Exl Grant and Loan Conlract Renewal.doc
COMMISSION MEETING AGENDA
Meeting Date: 04/0512004
Agenda Item Number: K3D
Economic Development Agency Staff Report
NHS Contract Renewal Single Family Loan and Grant
Page 2
to NHS for processing grant applications and increased the administration to NHS from 15% to 20%
($200,000) for an annual contract period.
CURRENT ISSUE:
Since the inception of their contract with the Agency, NHS has administered the Agency Program
and assisted over 233 homeowners with various repairs and improvements to their homes with 56
eligible homeowners presently in process. The Contract is now up for renewal and there continues to
be a great demand for the Program. Moreover, many homeowners are referred to the Program by the
City's Code Compliance Department and the Mayor and Common Council offices; in most instances,
the homeowners are required to comply with City ordinances and regulations within a prescribed
timeframe, or have urgent housing needs and lack the resources to accomplish the required repairs.
Also, keeping in mind that nearly 5,000 housing units in the City require some form of improvement,
coupled with the City's aging housing stock, there will inevitably continue to be a need for some
form of Agency assisted home improvement program.
While there continues to be a demand for the Agency Program and NHS appreciates the Agency's
efforts to provide them with an opportunity to administer Agency Programs, recent discussions with
NHS have centered around the notion that NHS wishes to return to focus their primary interest on
their Mission, which is to promote and provide homeownership opportunities for Inland Empire
residents. NHS believes that their fundamental purpose is to provide tools and services for fust-time
homebuyers, and assisting them to achieve their goal of becoming a homeowner. They wish to also
expand their homeownership efforts and seek major housing development opportunities in Loma
Linda, the High Desert, Banning, Riverside, etc. Given the demand and the intensity of the Agency
Program, NHS does not believe that continuing to administer the Agency Program will enable them
to focus on their Mission. For this reason, Staff is recommending that the NHS Contract be renewed
for a period of one (I) year only with an allocation of$1.2 million ($200,000 NHS Admin. Costs and
$1 million of loans/grants), leaving the basic Contract parameters in place as noted above, with the
exception of increasing the Beautification Grant component from $5,000 to $10,000 per property.
The increase is necessary to keep up with the high rising cost of contractor workers' compensation
insurance, general liability insurance costs, and the increase in the price of goods.
It is Staff's intent, prior to the expiration of the one (I) year period to evaluate the Program and
determine a strategy for on-going administration of the Program and return to the Redevelopment
Committee and Community Development Commission with a recommendation.
ENVIRONMENTAL IMPACT:
The type of contract is exempt from the California Environmental Quality Act (CEQA).
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COMMISSION MEETING AGENDA
Meeting Date: 04/05/2004
Agenda Item Number: K..3()
Economic Development Agency Staff Report
NHS Contract Renewal Single Family Loan and Grant
Page 3
FISCAL IMPACT:
The $1.2 million is available in the Agency's Low and Moderate Income Housing Fund and the EDA
budget.
RECOMMENDATION:
That the Community Development Commission adopt the attached Resolution.
0:
Maggie
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COMMISSION MEETING AGENDA
Meeting Date: 04/05/2004
Agenda Item Number: Ie 3D
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RESOLUTION ~D ~1f
A RESOLUTION OF THE COMMUNITY DEVELOPMENT
COMMISSION OF THE CITY OF SAN BERNARDINO AUTHORIZING
AND APPROVING THE EXECUTIVE DIRECTOR OF THE AGENCY TO
EXECUTE A ONE (1) YEAR AGREEMENT BY AND BETWEEN
NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE,
INC. (NHS) AND THE REDEVELOPMENT AGENCY ("AGENCY") FOR
ADMINISTRATION OF THE AGENCY'S SINGLE FAMILY HOME
IMPROVEMENT LOAN AND BEAUTIFICATION GRANT PROGRAMS
WHEREAS, the Agency has established an affordable housing improvement program
known as the "Single Family Home Improvement Loan and Beautification Grant Program" (the
"Program"); and
WHEREAS, the purpose of the Program is to provide low- and moderate-income
homeowners ("Qualified Homeowners") who reside in the City of San Bemar.dino (the "City"),
with a source of loan and grant funds to undertake certain housing rehabilitation and correction
work (including asbestos and lead containing materials abatement work, handicap accessibility
improvements and building code deficiency corrections) and certain exterior beautification and
enhancements, such as landscape, painting, fencing, etc., of owner-occupied single family
residential dwelling units. As used in this Agreement, "the words "Iow- and moderate-income"
shall have the meaning set forth in Health and Safety Code Section 50053.5 and as further
illustrated for the Program in Exhibit "A" ofthis Agreement (the "2004 Income Limits"); and
WHEREAS, the application of the proceeds of such loans and grants to such work by
Qualified Homeowners under the specifications of the Program promotes and expands the
supply of affordable housing in the City and fosters the elimination and prevention of blight;
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and
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WHEREAS, on September 7,1999, the Community Development Commission approved
an Agreement with Neighborhood Housing Services of the Inland Empire ("NHS") for the
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purpose of administering the Program, and said Agreement was subsequently amended on July
24,2000, ("Amendment No. I") and on March 5, 2001 ("Amendment No.2), and due to the
passage of time, and numerous modifications that have been made to the Program, including but
not limited to, changes in the compensation, modifications to the Program description, the
parties have now determined that NHS will continue to administer the Program on behalf of the
Agency for a period of one (I) year only, commencing AprilS, 2004 through April 4, 2005, and
therefore, the parties desire to enter into a new Agreement dated, AprilS, 2004 ('Contract
Period"), incorporating all the respective changes, terms and conditions into a new Agreement
for the implementation and administration of the Program by NHS; and
WHEREAS, in order to carry out the administration of the Program the Agency will
allocate for the new Contract Period, the sum of One Million Two Hundred Thousand Dollars
($1,200,000.00) from the Agency Low- and Moderate-Income Housing Fund (the "Agency
Housing Fund") for disbursement under the Program to Qualified Homeowners for such home
improvements and beautification permitted under the Program.
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NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION OF
THE CITY OF SAN BERNARDINO DOES HEREBY RESOLVE, DETERMINE AND
ORDER, AS FOLLOWS:
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Section 1.
The Community Development Commission hereby authorizes and
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approves the Agreement by and between the Agency and NHS in the form as presented at the
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meeting of the Commission at which this Resolution is adopted and hereby authorizes the
Executive Director to execute the Agreement on behalf of the Agency.
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Section 2.
The Executive Director of the Agency is hereby authorized to make
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minor corrections, additions, clarifications, interpretations to the Agreement, provided said
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changes are not substantive in nature, do not increase the monetary impact to the Agency, and
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are consented to by Agency Counsel.
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Section 3.
For the purpose of satisfying the requirements of Health and Safety Code
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Section 33413 (b), the Commission hereby finds and determines that the Program expands and
preserves the community's supply of affordable housing as provided under said provision of the
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Health and Safety Code;
The Resolution shall become effective immediately upon its adoption.
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A RESOLUTION OF THE COMMUNITY DEVELOPMENT
COMMISSION OF THE CITY OF SAN BERNARDINO AUTHORIZING
AND APPROVING THE EXECUTIVE DIRECTOR OF THE AGENCY TO
EXECUTE A ONE (1) YEAR AGREEMENT BY AND BETWEEN
NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE,
INC. (NHS) AND THE REDEVELOPMENT AGENCY ("AGENCY") FOR
ADMINISTRATION OF THE AGENCY'S SINGLE FAMILY HOME
IMPROVEMENT LOAN AND BEAUTIFICATION GRANT PROGRAMS
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I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the
7 Community Development Commission of the City of San Bernardino at a
meeting
8 thereof, held on the
day of
, 2004, by the following vote to wit:
9 Commission Members:
Aves
Navs
Abstain
Absent
10 ESTRADA
11
LONGVILLE
MCGINNIS
DERRY
KELLEY
JOHNSON
MC CAMMACK
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Secretary
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The foregoing resolution is hereby approved this
day of
,2004.
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Judith Valles, Chairperson
Community Development Commission
of the City of San Bernardino
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24 By:
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2004
AGREEMENT FOR THE SINGLE FAMILY HOME IMPROVEMENT LOAN
AND BEAUTIFICATION GRANT PROGRAMS
(Agency LowlModerate Housing Funds)
THIS AGREEMENT is made and entered into as of April 5, 2004 by and between
NEIGHBORHOOD HOUSING SERVICES OF THE INLAND EMPIRE, INC., a California
non-profit corporation (the "Contractor") and the REDEVELOPMENT AGENCY OF THE
CITY OF SAN BERNARDINO (the "Agency") and is related to the facts set forth in the
following RECITALS:
-- RECITALS --
I. The Agency has established an affordable housing improvement program known
as the "Single Family Home Improvement Loan and Beautification Grant Program" (the
"Program").
2. The purpose of the Program is to provide low- and moderate-income homeowners
("Qualified Homeowners") who reside in the City of San Bernardino (the "City"), with a special
source of loan and grant funds to undertake certain housing rehabilitation and correction work
(including asbestos and lead containing materials abatement work, handicap accessibility
improvements and building code deficiency corrections) and certain exterior landscape and
structural beautification improvements of owner-occupied single family residential dwelling
units. As used in this Agreement, the words "low- and moderate-income" shall have the
meaning set forth in Health and Safety Code Section 50053.5 and as further illustrated for the
Program in Exhibit "A" of this Agreement (the "2004 Income Limits").
3. The application of the proceeds of such loans and grants to such work by
Qualified Homeowners under the specifications of the Program promotes and expands the supply
of affordable housing in the City and fosters the elimination and prevention of blight.
4. For Agency Fiscal Year 2003-2005, the'Agency has allocated the sum of One
Million Two Hundred Thousand Dollars ($1,200,000.00) to be made available from the Low-
and Moderate-Income Housing Fund of the Agency (the "Agency Funds") for disbursement
under the Program to Qualified Homeowners for such home improvements and beautification
efforts in certain neighborhoods and on a citywide basis pursuant to the changes noted this
Agreement.
NOW, THEREFORE, it is mutually agreed by and between the parties as follows:
Section I. DEFINITIONS OF CERTAIN TERMS. In addition to the words and
phrases which are defined in the Recitals of this Agreement, the following words and terms shall
have the meaning set forth below:
.
"Program Boundaries" means and refers to specific neighborhoods or areas in the
City which the Agency has instructed the Contractor are eligible for Program
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Loans and Beautification Grants. During the term of this Agreement and until
receipt of further instruction by the Contractor from the Executive Director of the
Agency, or his or her authorized representatives, all Program Loans and
Beautification Grants shall be originated for Qualified Homeowners who reside in
anyone (I) of seven (7) separate target areas designated under the Neighborhood
Initiative Program (the "NIP") of the City as depicted on the vicinity map
included as Exhibit "B" and/or throughout the City of San Bemardino (excluding
County territory).
.
"Executive Director" means and refers to the Executive Director of the Agency
and his or her authorized representatives.
.
"Home" means and refers to the land and the single family dwelling unit in which
the Qualified Homebuyer resides as its principal residence.
.
"Program Loan" means and refers to each single family home improvement loan
transaction by and between a Qualified Homeowner and the Agency under the
Program, to be originated and serviced by the Contractor as set forth in this
Agreement. Each Program Loan may include a component which is repayable as
a loan by the Qualified Homeowner to the Agency for the structural interior
rehabilitation improvements to the Home and a component which is a grant for
the eligible exterior aesthetic amenities and landscape improvements, if any. For
the purposes hereof, in a particular instance, a Program Loan to a Qualified
Homeowner may thus include both a loan and grant component under the
Program, or a loan and/or beautification grant component only, depending on the
specific Home and the Qualified Homeowner. The terms and conditions of each
Program Loan are described in the Scope of Services attached hereto as Exhibit
"C." Each Program Loan shall be evidenced by the Program Loan Documents.
. "Program Loan Applicant" means and refers to the written application for a
Program Loan which has been signed by the Qualified Homeowner and verified
by the Contractor to be complete.
. "Program Loan and Beautification Grant Application" means and refers to a
completed written application for a Program Loan or Grant which has been
executed by a Qualified Homeowner. Each Program Loan and Beautification
Grant Application shall contain the information relating to the Qualified
Homeowner and the proposed use of the Program Loan or Grant proceeds by the
Qualified Homeowner together with a current preliminary title report or other
proof of title acceptable to the Agency for the Home. The Contractor shall
require all Qualified Homeowners to complete the application for the Program
similar to the application attached hereto and incorporated by reference as Exhibit
"D."
.
"Program Loan Disbursement Account" means and refers to the custodial deposit
account which the Contractor shall establish with an FDIC-insured depository
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institution for the receipt and disbursement of all Agency Fund proceeds under a
Program Loan. Such deposit account agreement among the Contractor, the
Agency and such depository institution shall be in a form and substance as
reasonably satisfactory to the Agency. No other funds of the Contractor shall be
deposited or co-mingled in the Program Loan Disbursement Account. The
Contractor shall serve as the trustee of the Agency in the administration of all
Agency Funds or deposit in the Program Loan Disbursement Account, including
any interest as may accrue thereon.
.
"Program Loan Documents" means and refers collectively to each of the
following documents executed by the Qualified Homeowner: (i) the Program
Loan Application; (ii) the Program Loan Agreement and the customary consumer
loan term disclosure documentation; (iii) the promissory note of the Qualified
Homeowner payable to the Agency and dated as of the date of initial
disbursement of Agency Funds for the account of the Qualified Homeowner to the
Program Loan Disbursement Account; (iv) the deed of trust on the Home which
secures the repayment of the promissory note to the Agency; and (v) a policy of
title insurance in favor of the Agency as lender insuring its security interest in the
deed of trust.
The general form of Program Loan Documents (ii), (iii) and (iv) which shall be
completed and used in each Program Loan transaction are on file with the
Agency.
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"Qualified Homeowner" means and refers to (I) a person or household which
owns and occupies a single family resident dwelling unit (a "Home") as its
principal residence within the Program Boundaries for at least twelve (12)
continuous months preceding the date of submission of its Program Loan and
Beautification Grant Application to the Contractor; (2) has a personal or
household income level, adjusted for fa.mily size, during the twelve (12) months
preceding the date of submission of its Program Loan and Beautification Grant
Application to the Agency within the ranges of income for low- and moderate-
income households, adjusted for family size, as set forth in Exhibit "A."
.
"Services" means and refers to the Program Loan origination, Agency Fund
disbursement control and related accounting and Work monitor (course of
construction builder contract) services to be provided by the Contractor to the
Agency. The various elements of the Services are more fully set forth in the
"Scope of Services" attached hereto as Exhibit "c."
.
"Work" means and refers to the single family housing improvement and
beautification work to be performed by a state-licensed general contractor on each
Home pursuant to the terms of a written agreement by and between the Qualified
Homeowner and such general contractor. Only the items of Work set forth in
such a contract shall be authorized for payment by the Contractor, 'up to the
maximum amount authorized under the terms of the Program Loan for such
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Work. Any costs of Work in excess of the maximum amount of the Program
Loan (which are not the fault of such general contractor) shall be paid for by the
Qualified Homeowner unless approved in writing by the Agency Executive
Director.
Section 2. SERVICES OF CONTRACTOR. The Agency agrees to contract with the
Contractor to perform the Services and the Contractor hereby agrees to accept such contract and
to perform the Services as set forth herein.
Section 3. SCOPE OF SERVICES. Contractor agrees to provide the Services to the
Agency as set forth herein and as described in the Scope of Services attached as Exhibit "c" for
each Program Loan and Beautification Grant originated under the Program. Promptly following
the date of approval of this Agreement by the governing board of the Agency the Contractor
shall:
(1) cause the Program Loan Disbursement Account to be established, or maintained,
and the general form of an FDIC - insured deposit account agreement acceptable to the
Agency to be fully executed by the Contractor, the depository institution and the Agency
within thirty (30) days following the date of approval of this Agreement;
(2) continue to use the general form of a Program Loan and Beautification Grant
Application for general use in connection with the Services and the origination of
Program Loans and Beautification Grants as previously provided by the Agency. The
Contractor shall designate a title insurance company acceptable to the Agency which
shall coordinate the issuance of a lender's policy of title insurance in favor of the Agency
at the time of recordation of the deed of trust under each Program Loan;
(3) subject to the completion of the tasks described in paragraphs (I) and (2) above,
continue the process of receiving and reviewing Program Loan Applications and provide
the Services in accordance with the Scope of Services;
(4) transmit a copy of a completed set of Program Loan Documents, together with a
recommendation of the Contractor to fund such Program Loan and a request for a transfer
of Agency Funds for the account of the Qualified Homeowner, to the Executive Director
for authorization for funding. The Executive Director shall either authorize the funding
of such Program Loan or reject the request for funding on behalf of the Agency within
ten (10) days of receipt from the Contractor. Any rejection of a Program Loan or
Beautification Grant Application shall be in writing and state the reasons for such action.
Each acceptance of a Program Loan or Beautification Grant Application by the Agency
shall be evidenced by the signature of the Executive Director of the Program Loan
Documents. All Program Loan Documents for each Program Loan shall be completed by
the Qualified Homeowner and the Contractor, and the disbursement of Agency Funds on
each Program Loan shall occur within sixty (60) days following the date of submission of
the funding request to the Executive Director, or the Program Loan Agreement shall be of
no further force or effect;
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(5) no fees, charges or expenses shall be payable by any applicant for a Program
Loan to the Contractor, except from Agency Funds, nor shall the Contractor charge a
Qualified Homeowner for any cost or service in connection with the origination or
subsequent administration of a Program Loan during the time Work is performed at the
Home, except for the Maintenance Class fee; or as authorized under the Program by the
Agency Executive Director;
(6) instruct the Executive Director to transfer Agency Funds for the account of each
Qualified Homeowner to the Program Loan Disbursement Account as set forth in
subparagraph (5), above, upon confirmation by the Contractor that Program Loan
Documents for the Program Loan are complete and that the deed of trust is ready for
recordation. The Contractor shall coordinate the issuance of the policy of title insurance
in favor of the Agency by the title insurance copy with the recordation of the deed of
trust;
(7) deliver a fully executed original set of Program Loan Documents' for each
Program Loan (except for the original deed of trust) to the Agency upon request of
funding and transfer of Agency Funds for the account of the Qualified Homeowner to the
Program Loan Disbursement Account;
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(8) verify that no Agency Funds are disbursed from the Program Loan Disbursement
Account for the account of a Qualified Homeowner except: (i) to pay a state-licensed
general contractor for Work performed at the Home pursuant to a written agreement
between such contractor and the Qualified Homeowner (less a 10% retention pending
completion of the Work and final release of all mechanics and materials liens); and no
disbursement of Agency Funds from the Program Loan Disbursement Account shall be
authorized for any building .materials or equipment items which are not physically
delivered at the Home before the date. of payment of such Agency Funds to the general
contractor; or (ii) to pay a Program Loan title fee or cost amount expressly authorized in
writing by the Executive Director;
(9) prepare and maintain an Agency Funds disbursement ledger for all payments
authorized and made by the Contractor to general contractors for the account and debit to
each Qualified Homeowner under each Program Loan. Such ledger shall show each
payment by date and reference the particular Program Loan to which it corresponds.
Such ledger shall also include a monthly starting and ending balance for the Program
Loan Disbursement Account, a final reconciliation of the adjusted balance of each
Program Loan upon the completion of the Work, and such other accounting information
as the Executive Director may request. A copy of such ledger shall be submitted to the
Executive Director each month with the first such monthly submittal due on the first day
of the next month following the date of the initial deposit of Agency Funds into the
Program Loan Disbursement Account.
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No Work shall be authorized for payment by the Contractor unless the Program Loan
Documents are complete and the Contractor has received a fully executed copy of the contract by
and between the general contractor and the Qualified Homeowner. Once the Work has
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commenced on a particular Home, neither the Qualified Homeowner or the general contractor
shall authorize an amendment or modification of such contract to include any item of Work
which is not eligible for payment using Agency Funds under the terms and conditions of the
Program and the Program Loan. Each such contract by and between the general contractor and
the Qualified Homeowner shall include a section which recites the words of the first two (2)
sentences of this paragraph (11).
Section 4. TIME OF PERFORMANCE OF SERVICES. The Services to be
performed hereunder by the Contractor shall be undertaken and completed in such sequence as to
assure expeditious completion and best carry out the purposes of the Program and this
Agreement. All Services required hereunder shall begin upon the execution of this Agreement.
Section 5. TERM OF AGREEMENT. This Agreement shall take effect upon
approval by the governing board of the Agency and the complete execution by the parties. The
Agreement shall remain in effect through April 4, 2005.
Section 6.
COMPENSA nON PAYABLE BY AGENCY TO CONTRACTOR.
(a) The Agency shall compensate Contractor for the performance of the Services
using Agency funds in accordance with the following schedule:
$200,000
$5,000
Program Administration for Contractor
Pre-Development Costs such as cancelled title policies,
architecture and engineering, lead base testing and
inspections, if necessary.
Specific Neighborhoods Program
Citywide Program
$400,000
$595.000
$1 200.000
(b) Program Administration sums payable by the Agency to the Contractor as
compensation for Services shall be paid by the Agency directly to the Contractor, payable in
twelve (12) equal monthly installments of $16,666.66 during the Term of this Agreement.
(c) Payment for Services will be made by the Agency as of the first day of each
calendar month with the first such payment due on the first day of the next calendar month
following the date of the complete execution of the Agreement by the parties.
Section 7. PERSONNEL OF CONTRACTOR. Contractor represents that it has, or
will secure at its own expense, all personnel required to perform the Services. All of the
Services required hereunder will be performed by persons who are either employed by or under
the supervision and control of the Contractor, and all personnel engaged in the Services shall be
fully qualified to perform such Services.
Section 8. INDEPENDENT CONTRACTOR. All acts of Contractor and all others
acting on behalf of Contractor relating to the performance of this Agreement, shall be performed
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as independent contractors and not as agents, officers, or employees of Agency. Contractor, has
no authority to bind or incur any obligation on behalf of Agency. Contractor has no authority or
responsibility to exercise any right or power vested in the Agency. No agent, officer, or
employee of the Agency shall be considered an employee of Contractor. It is understood by both
Contractor and Agency that this Agreement shall not under any circumstance be construed or
considered to create an employer-employee relationship or a joint venture as between the
Contractor and the Agency. Contractor is and at all times during the Term of this Agreement
shall represent and conduct itself as an independent contractor and not as an employee of the
Agency. Contractor shall be responsible to the Agency only for the requirements and results
specified in this Agreement, and except as expressly provided in this Agreement, shall not be
subject to control by the Agency with respect to the physical action or activities of Contractor in
fulfillment of this Agreement. Contractor has control over the manner and means of performing
the Services under this Agreement so long as consistent with the requirements of the Program.
Contractor is permitted to provide services to others during the same period Services are
provided to the Agency under this Agreement. If necessary, Contractor has the responsibility for
employing other persons or firms to assist Contractor in fulfilling the terms and obligations under
this Agreement. If in the performance of this Agreement any third persons are retained as
subcontractors by Contractor, such persons shall be entirely and exclusively under the direction,
supervision, and control of Contractor. All terms of employment including hours, wages,
working conditions, discipline, hiring, and discharging or any other term of employment or
requirements of law shall be determined by the Contractor. Contractor hereby agrees to
indemnify, defend (if requested by Agency), and hold the Agency harmless from any and all
claims that may be made against the Agency or based upon any contention by any employee of
Contractor or by any third party that an employer-employee relationship exists between person
and the Agency, by reason of the performance of any of the Services under this Agreement.
Section 9.
PAYMENT OF AND TRANSFER OF AGENCY FUNDS TO
PROGRAM LOAN DISBURSEMENT ACCOUNT.
The Agency shall promptly honor each request by the Contractor for the Agency to
transfer Agency Funds to Contractor who will in tum deposit Agency Funds to the Program
Loan Disbursement Account to fund each completed Program Loan as submitted by the
Contractor under Section 3(5). Within ten (10) days following receipt of each request for
remittance of Agency Funds, the Agency shall transfer by bank check to the Contractor such
Agency Funds to use as provided herein.
Section 10. COMMERCIAL GENERAL LIABILITY INSURANCE AND
WORKMANS' COMPENSA nON INSURANCE.
(a) The Contractor shall obtain and keep in force during the term of this Agreement a
commercial general liability policy of insurance with coverage at least as broad as "Insurance
Services Office Commercial General Liability Form (GOOOI)," including but not limited to
insurance against assumed contractual liability under this Agreement protecting the Agency, its
officers, attorneys, employees and agents, as additional insureds against claims for bodily injury,
personal injury and property loss or damage based upon, involving or arising out of the Services
provided by the Contractor. Such insurance shall be on an occurrence basis providing single
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limit coverage in an amount not less than One Minion Donars ($1,000,000) in the event of
bodily injury, personal injury and property loss or damage to any number of persons per
occurrence. An insurance to be carried by the Contractor shan be primary to and not
contributing to any single insurance carried by the Agency whose insurance shan be considered
excess insurance only.
(b) To the extent required by the law, the Contractor shall carry and maintain
workers' compensation or similar insurance in form and amounts required by law.
(c) An insurance which the Contractor shan carry or maintain pursuant to this Section
10 shan be in such form, for such amounts, for such periods of time as the Agency may require
or approve and shan be issued by an insurance company or companies authorized to do business
in California and which maintains during the term of the policy a "General Policy Holder's
Rating" of at least A(v), as set forth in the most current edition of "Best's Insurance Guide". In
no circumstance win the Contractor be entitled to assign to any third party rights of action which
the Contractor may have against the Agency. An policies or endorsements issued by the
respective insurers for commercial general liability insurance will name the Agency, its officers,
attorneys, employees and agents, as additional insureds and provide that: (i) any loss shan be
notwithstanding any act or failure to act or negligence of the Contractor or the Agency or any
other person; (ii) no cancenation, reduction in amount, or material change in coverage thereof
shan be effective until at least thirty (30) days after receipt by the Agency of written notice
thereof; and (iii) the insurer shan have no right of subrogation against the Agency, its officers,
agents, attorneys, or employees.
. (d) The Contractor shan deliver or cause to be delivered to the Agency concurrently
upon the execution of this Agreement an endorsement of its commercial general liability
insurance policy evidencing the existence of the insurance coverage required by the Agency and
shan also deliver, no later than thirty (30) days prior to the expiration of any such policy, a
certificate of insurance evidencing each renewal policy covering the same risks.
Section 11. INDEMNIFICATION. Contractor shan indemnify (if requested by
Agency), defend and hold harmless the Agency, its officers, attorneys, agents and employees,
from and against any and all claims, loss, demands and liability for damages for personal injury
or property damage suffered by reason of any act or omission of Contractor or Contractor's
employees, volunteers, agents or contractors. Agency shan indemnify, defend (if requested by
Contractor) and hold harmless the Contractor, its officers, and employees, from an claims, loss,
demands and liability for damages for personal injury or property damage suffered by reason of
any act or omission of the Agency or any of its officers or employees or agents, except where
such action or omission giving rise to such a claim is caused by or is the result of an action,
omission or request of Contractor or Contractor's officers, or employees, or is alleged to arise out
of the execution of this Agreement. The provisions of Section II shan survive the expiration or
early termination of this Agreement.
Section 12. DEFAULTS AND BREACH - GENERAL. Failure or delay by either
party to perform any material term or provision of this Agreement shan constitute a default
hereunder; provided however, that if the party who is otherwise claimed to be in default by the
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other party commences to cure, correct or remedy the alleged default within thirty (30) calendar
days after receipt of written notice specifying such default and shall diligently complete such
cure, correction or remedy, such party shall not be deemed to be in default hereunder. The party
which may claim that a default has occurred shall give written notice of default to the party in
default, specifying the alleged default. Delay in giving such notice shall not constitute a waiver
of any default nor shall it change the time of default; provided, however, the injured party shall
have no right to exercise any remedy for a default hereunder without delivering the written
default notice as specified herein. Any failure to delay by a party in asserting any of its rights
and remedies as to any default shall not operate as a waiver of any default or of any rights or
remedies associated with a default, and the rights and remedies of the parties are cumulative and
the exercise by either party of one or more of such rights or remedies shall not preclude the
exercise by it, at the same or different times, of any other rights or remedies for the same default
or any other default by the other party. In the event that a default of either party may remain
uncured for more than thirty (30) calendar days following written notice, as provided above, a
"breach" shall be deemed to have occurred. In the event of a breach, the party who is not in
default shall be entitled to terminate this Agreement and seek any appropriate remedy or
damages by initiating legal proceedings. If any action or proceeding is brought to enforce the
terms hereof or declare rights hereunder, it shall be brought in the Superior Court of the County
of San Bernardino, San Bernardino District, State of California. The governing law to be applied
in any such action or proceeding shall be the law of the State of California. The prevailing party
in any such legal proceedings shall be entitled to recover as an element of its costs of bringing
such suit, and not as part of its damages, its reasonable attorneys' fees and costs. The costs,
salary and expenses of the City Attorney and members of his office in such action or proceeding
on behalf of the Agency shall be considered as "attorneys' fees" for purposes of this Section.
Section 13. NONDISCRIMINATION. During Contractor's performance of the
Services, Contractor shall not discriminate on the grounds of race, religious creed, color, national
origin, age, ancestry, physical handicap, medical condition, marital status, sex or sexual
orientation in the selection and retention of employees and subcontractors and the procurement
of materials and equipment, except as provided in Section 12940 of the California Government
Code.
Section 14. CONFLICT OF INTEREST. Contractor warrants, by execution of this
Agreement, that it has no interest, present or contemplated, in any Program Loan or
Beautification Grant or any Home benefited thereby or Work performed on any Home using a
Program Loan. Contractor further warrants that it owns or possesses no interest in real property,
business interests or owner of income (other than such amounts of compensation payable by the
Agency to Contractor for the Services under this Agreement) that will be affected by the
Program or, alternatively, if such interest exists or arises the Contractor will promptly file with
the Agency an affidavit disclosing any such interest.
Section 15. AMENDMENTS. All amendments to this Agreement shall be subject to
the approval of both parties in the sole discretion of each of them, mutual and in writing. The
Executive Director of the Agency is authorized to make non-substantive changes, clarifications,
corrections to the Agreement, including budget line item adjustments, provided such actions are
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approved by Agency Counsel and do not increase the Agency's monetary annual appropriation
to the Contractor as approved by the governing board of the Agency.
Section 16. TERMINATION.
(a) This Agreement may be terminated for any reason by either party who is not then
in default upon ten (10) days' prior written notice to the other party. In such event the Contractor
shall be entitled to receive compensation for Services pro-rated through the date of such
termination, provided that the Services have been rendered.
(b) In the event of a termination of the Agreement as a result of a breach, the rights
and duties of the parties shall be as set forth in Section 12.
(c) In the event of any termination of this Agreement, Contractor shall promptly.
return all Program Loan Disbursements to the Agency without charge or expense to the Agency.
Section 17. ASSIGNMENT. It is mutually understood and agreed that this Agreement
shall be binding upon the Agency and its successors and upon the Contractor and its successors.
Neither this Agreement, nor any part thereof, nor monies due or to become due thereunder, may
be assigned by the Contractor without the prior written consent and approval of the Agency. The
Agency and the Contractor hereby agree to the full performance of the covenants contained
herein.
Section 18. NOTICES. Delivery of any notice, bill, invoice or report required by this
Agreement shall be sufficient if sent by one party to the other in the United States mail, postage
prepaid, to the address noted below:
Agencv
Economic Development Agency
of the City of San Bernardino
Attention: Executive Director
201 North "E" Street, Suite 301
San Bernardino, California 9240 I
Contractor
Neighborhood Housing Services of
the Inland Empire, Inc.
Attention: Executive Director
1390 North "D" Street
San Bernardino, California 92405
Phone: (909) 884-6891
Fax: (909) 884-6893
Section 19. REPRESENTATION AND WARRANTY OF CONTRACTOR.
The Contractor hereby represents and warrants to the Agency as follows:
(i) Contractor is a California nonprofit corporation duly organized and existing and
authorized to transact business in California;
(ii) the corporate charter and by-laws of the Contractor authorize the Contractor to
provide the Services to the Agency and the governing board and membership of Contractor have
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previously taken all action necessary to authorize the execution of this Agreement by the
Contractor;
(iii) the Contractor is qualified to perform the Services.
Section 20. PROGRAM LOANS AND PROGRAM LOAN DOCUMENTS ARE
THE PROPERTY OF THE AGENCY.
Each Program Loan is the property and asset of the Agency. The Contractor has no
property interest in any such Program Loan and the Contractor shall not transfer, assign or
pledge as collateral or claim any other security interest in any such Program Loan. All of the
Program Loan Documents are the property of the Agency, and the Contractor shall maintain all
such Program Loan Documents in its possession as confidential consumer business records of
the Qualified Homeowner and the Agency and upon the conclusion of this Agreement, all such
Program Loan Documents shall be delivered by the Contractor to the Agency. All Agency
Funds deposited with the Contractor who will deposit said funds to the Program Loan
Disbursement Account are the property of the Agency until paid by the Contractor for the
account of a Qualified Homeowner under the applicable Program Loan Documents.
Section 21. GENERAL. This Agreement constitutes the sole agreement between the
parties. All prior conversations, agreements or representations relating hereto are integrated in
this Agreement. No oral agreement, representation or warranty shall be binding upon the parties.
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IN WITNESS WHEREOF the Contractor and the Agency have caused this Agreement to
be duly executed on the dates indicated below next to the authorized officers of each of them.
This Agreement may be executed in counterparts, but this Agreement shaH have no force or
effect unless it has been fuHy executed by the parties.
AGENCY
Redevelopment Agency of the
City of San Bernardino
Date:
By:
Executive Director
Approv d as to Form:
CONTRACTOR
Neighborhood Housing Services
of the Inland Empire, Inc.,
a California nonprofit corporation
Date:
By:
Title: Executive Director
Date:
By:
Title:
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IN WITNESS WHEREOF the Contractor and the Agency have caused this Agreement to
be duly executed on the dates indicated below next to the authorized officers of each of them.
This Agreement may be executed in counterparts, but this Agreement shall have no force or
effect unless it has been fully executed by the parties.
AGENCY
Redevelopment Agency of the
City of San Bernardino
Date:
By:
Executive Director
CONTRACTOR
Neighborhood Housing Services
of the Inland Empire, Inc.,
a California nonprofit corporation
Date:
By:
Title: Executive Director
Date:
By:
Title:
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IN WITNESS WHEREOF the Contractor and the Agency have caused this Agreement to
be duly executed on the dates indicated below next to the authorized officers of each of them.
This Agreement may be executed in counterparts, but this Agreement shall have no force or
effect unless it has been fully executed by the parties.
AGENCY
Redevelopment Agency of the
City of San Bernardino
Date:
By:
Executive Director
CONTRACTOR
Neighborhood Housing Services
of the Inland Empire, Inc.,
a California nonprofit corporation
Date:
By:
Title: Executive Director
Date:
By:
Title:
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EXHIBIT "A"
2004 INCOME LIMITS
Riverside and San Bernardino Counties
120% of Median*
Family Size Redevelopment Limit
$45,600
2 $52,150
3 $58,650
4 $65,150
5 $70,350
6 $75,600
7 $80,800
8 $86,000
C Effective March 2004. Source HCD
*Subject to Annual Change
c
EXHIBIT "BOO
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City of San Bernardino
NIP TARGET AREAS
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EXHIBIT "c"
SCOPE OF SERVICES
(Description of Program)
A. Contractor's Administration Costs
The Agency shall compensate Contractor the total sum of $200,000 for the administration and
implementation of the Program herein and for services rendered under this Agreement.
CONTRACTOR shall bill the Agency monthly in equal installments of $16,666.66 up to the
maximum amount of compensation stated herein.
B. Sim!ie Familv Home Improvement Loan and Beautification Grant Pro2ram (the
"Pro2ram") ($1.000,000)
The Contractor shall conduct the Program in accordance with the following guidelines:
I. Utilize the funds herein ($1,000,000) to provide deferred low interest (3%) loans up to a
maximum of $35,000 per property, and to provide Beautification Grants up to a maximum of
$10,000 per property to Qualified Homeowners. (NOTE: Refer to Section 6. (a) of this
Agreement for specific Budget Line Items on how these funds are to be used.) On a case-by-
case basis, subject to extenuating circumstances, the amounts herein may be exceeded, provided
Contractor has obtained approval by the Agency Executive Director, or hislher authorized
designee. The improvements allowed under the Program are described in "c" below of this
Scope of Services.
2. Under the direction of the Executive Director, Contractor shall administer and implement
the Program herein and shall utilize the applicable and pertinent sections of the Economic
Development Agency's (EDA), Rehabilitation Loan & Grant Policies and Procedures Manual for
guidance on processing and packaging all loans and grants under this Agreement, if applicable.
3. Contractor shall accept Program Loan/Grant Applications from respective Qualified
Homeowners, first within all approved NIP seven (7) target areas (refer to map Exhibit "8"), or
specific neighborhoods designated by the Agency, and to determine income and improvement
eligibility (see Exhibit "A"*), determine equity on the subject property, verify ownership by
obtaining a preliminary title report or other pertinent documentation from a reputable title
Company. Should there be no interest by homeowners for the loan program in the NIP target
areas, or upon extenuating or emergency circumstances, Contractor shall consult with Executive
Director, and offer the Program on an as needed, first-come, first-served basis, to Qualified
Homeowners throughout the City of San Bernardino.
*Income limits are subject to annual change.
4. Inspecting eligible properties to determine the type of health and safety and code
violation repair work needed, including asbestos and lead based paint removal, the age and
overall condition of the unit and to ensure that all units rehabilitated under the Program when
completed are aesthetically pleasing and in compliance with local, state and federal ordinances
and laws.
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5. Preparing and completing work write-ups, the cost estimates and bid package for the
improvements for each property.
6. Soliciting bids for the rehabilitation work from a list of pre-approved general contractors,
if necessary. Assisting Qualified Homeowners with the selection of a contractor, and the
execution of the contract between owner and contractor, including the Scope of Work and
Schedule of Performance; schedule and conduct pre-construction and walk thru conferences, etc.
7. Inspection and monitoring the rehabilitation work while in progress and supervising the
payment invoice procedures to ensure that all contractors and subcontractors are meeting
obligations and that progress, payments and retentions are paid in a timely manner.
8. Coordinating with the Qualified Homeowner and Contractor final inspection and
payment of the contract retention.
9. Maintain a file for each Program participant and ensure that all documentation is on file,
including, but not limited to, application, proof of ownership, income verification, comparables
or appraisals, work write-ups, contracts, promissory notes, deeds of trust, etc. The original
promissory note and deed of trust shall be for the benefit of the Agency and shall be transmitted
to Agency upon request for each loan.
10. Provide any and all services required by the Executive Director or hislher designee, in
order to effectively implement and complete the Services under this Agreement.
C. Elil!:ible Improvements Permitted under the Prol!ram
I. The Contractor shall use the funds stated in B. I. above to provide loans and grants to
Qualified Homeowners for the sole purpose of improving the Qualified Homeowners' housing
and living conditions. The Contractor shall primarily use the Program Funds herein to provide
Beautification Grants to Qualified Homeowners and shall only make Single Family Loans to
Qualified Homeowners on a case-by-case basis subject to the approval of the Agency Executive
Director, or hislher designee.
The following types of improvements are permitted under the Loan Prol!:ram, but not limited to:
roof replacement; exterior and interior painting, including lead remediation; landscaping
(automatic sprinklers and grass seed); window replacement; carpet replacement and/or flooring;
heating and air system replacements; electrical work; sewer repair or sewer installation; termite
repairs; exterior concrete flatwork such as sidewalks, driveways, curbs, gutters, hand railings;
door or window screens; tub, shower, toilet repairs or replacements; foundation or structural
repairs; fencing, etc. The Maximum Loan permitted under the Program is $35,000 per property.
The following types of improvements are permitted under the Grant Prol!:ram, but not limited
to: roof replacement; exterior painting including lead remediation; landscaping including
automatic sprinklers, grass seed and planting materials in accordance with Agency Landscaping
Guidelines; parkway enhancements such as stamped concrete, trees and landscape plantings;
window replacement; driveway repairs or replacements; garage door replacement; wrought iron,
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vinyl, wood or block fencing. The Maximum Beautification Grant permitted under the Program
is $10,000 per property.
The Contractor shall process Program Applications on a first-come, first-served basis. However,
in case of emergency, or life threatening situation, the Contractor may process an application on
an urgent basis subject to approval by the Agency Executive Director.
Upon Contractor determining that the Qualified Homeowner is eligible to participate in the
Program, the Contractor will ensure that all work performed on the Qualified Homeowner's
home is performed by pre-qualified State licensed contractors. The Contractor shall also require
that any contractor performing work under the Program is licensed to perform business in the
City of San Bernardino and has a current license with the State of California Contractor's
License Board. The Contractor shall be required, whenever feasible, to obtain a minimum of
three (3) bids for all work performed. All work performed by contractors shall be approved and
authorized by the Qualified Homeowner, and shall be completed within a specified timeframe
acceptable to Qualified Homeowner and contractors.
From time to time, the Agency and Contractor shall coordinate inspection site visits to ensure
that the work being performed on a Qualified Homeowner's home is being performed in a good
workmanlike manner and in accordance with applicable codes (UBC, UPC, UMC, NEC and
Health & Safety) and City Ordinances.
D.
Applicant Eligibility Requirements for the Program
1. "Qualified Homeowner" must be an owner occupant for a minimum period of one (I)
year; on a case-by-case basis, and depending on the circumstances, this requirement may be
waived by the Agency Executive Director or hislher designee; Contractor shall obtain evidence
of ownership and length of residency.
2. Qualified Homeowner must complete a Program Application (see Exhibit "D" as an
example) and meet the applicable income criteria (see Exhibit "A").
3. All Qualified Homeowners must agree to attend a Maintenance Class conducted by
Contractor, to sign a Maintenance Covenant and agree to live in their home for not less than one
(1) year following completion of the work performed under the Program.
The Contractor shall maintain accurate records for inspection by the Agency concerning income
and program occupancy of all persons obtaining assistances from the Contractor pursuant to this
Agreement. Contractor shall also provide quarterly reports to the Agency, or as necessary, upon
the request of the Agency Executive Director.
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EXHIBIT "D"
REDEVELOPMENT AGENCY
OF THE CITY OF SAN BERNARDINO
SINGLE F AMIL Y HOME IMPROVEMENT LOAN AND
BEAUTIFICATION GRANT PROGRAM
Application Instructions & Checklist
You are applying for a grant and/or loan. Anyone living in the household must be listed on the
application. Fill in all blanks as they apply to you. If necessary, you will be contacted to clarify
the information. Please remember to sign at the bottom (homeowners: anyone who is on the
title). Your personal information is kept confidential within the organization and City. Please
provide us with the following information as it applies to you.
o Property Ownership
I. Copy of current mortgage statement.
2. Copy of current year property tax bill
3. Copy of property insurance statement
o Social Security Card(s)
J. Enclose copies for all individuals residing in the home
o Evidence ofIncome
I. Copies of 2 most recent pay stubs
2. Evidence of alimony or child support, if received
3. Copy of most recent Federal tax return
o Evidence of Government Assistance
If you receive any of these benefits, please enclose a copy of the document which applies:
I. Statement of benefits for SSI, SSP, or AFDC
2. Statement of unemployment or disability benefits
3. Statement of pension or retirement benefits
o Bank Statement
I. Enclose copies of current (2 months) checking and/or savings account statements
(all pages)
If you need help in completing the application or have questions, please call NHSIE, Rehab
Division, at (909) 884-6891.
Si usted necesita ayuda para completar esta aplicaci6n, favor de llamar a NHSIE. Nuestros
empleados hablan espafiol.
NHSIE is a private, nonprofit corporation authorized by the Redevelopment Agency of the City of San Bernardino to
administer their Program. NHSIE is a General Contractor (License #B-745831).
EXHIBIT "D"
.city of San Bernardino - Redevelopment Agency
Beautification Grant Program Ae,plication
9icant's Name (Last, First, MI)
Neighborhood Housing of the
Inland Empire Services, Inc. (NHSIE)
Social Security Number
Applicant's Date of Birth
Applicant's Spouse's Name of Co-Applicant
Applicant's Phone Number
Street Address
San Bernardino
City/Zip
Number of Minor Children (If Applicable)
List Number of Children Under the Age of Six (6)
Years at Residence: Household Size:
Head of Household: DMale DFemale
Please describe the repairs you would like perfonned on your home:
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List a I persons lVlnl! In reSl ence ot er t an vou:
Social Securitv # Emil loved
Name Relationship Al!e Yes No
0
Any income must be sho\VTl in income section. Must show oroof of income to Qualify. Written verification must be forwarded with application.
MONTHLY HOUSEHOLD INCOME . . .
AFDC $ Social Security $ SSJJSSP $
Disability $ Employment $ Food Stamps $
Unemployment Ins $ PensionlRetire $ Alimony $
Child Support $ Other/Real Prop. $ ..
Total Monthly Income: $ Total Annual Income $
Number of Persons Per Household
3 4 5 6
8
70,350
86,000
Ethnicity: (Please check all that apply)
DSr. Citizen(s)-62 or older DFemale Head of Household DDisabled-One or More
DHispanic DAsian/Pacific DAmerican Indian
DBlack DWhite, Non-Hispanic DOther
I certify under penalty of perjury that the information provided above is correct 10 the besl of my knowledge. I understand that the inclusion of any willful
C. ; presentation on this form constitutes ground for rejection of this application and recapture of any financial benefit I may have ,received. I authorize the
:to examine and verifY any and all information provided in this application.
Signature
Date
n'
Oo:lt.,
..
l
.
CITY OF SAN BERNARDINO
Interoffice Memorandum
CITY CLERK'S OFFICE
Records and Information Management (RIM) Program
DATE:
April 8, 2004
TO:
Margaret Parker, Secretary
FROM:
Michelle Taylor, Senior Secretary
RE:
Transmitting Documents for Signature - Resolution CDC/2004-8
At the Mayor and Common Council meeting of April 5, 2004, the City of San Bernardino
adopted Resolution CDC/2004-8 - Resolution authorizing and approving the Executive Director
to execute a one-year agreement by and between Neighborhood Housing Services of the Inland
Empire, Inc., and the Redevelopment Agency for administration of the Agency's Single Family
Home Improvement Loan and Beautification Grant Programs.
Attached is one (I) original agreement. Please obtain signatures in the appropriate location and
return one original agreement to the City Clerk's Office as soon as possible, to my attention.
If you have any questions, please do not hesitate to contact me at ext. 3206. Thank you.
Michelle Taylor
Senior Secretary
I hereby acknowledge receipt of the above mentioned documents.
Signed: 7r /fZPPA ,
Date: 1} 2/ ~ 1
I ,
Please sign and retnrn
I
"'-0
;-] ~
w
V1
N
-"','
ECONOMIC DEVELOPMENT AGF;,NCY
OF THE CITY OF SAN BERNARriiN(5IV~'H;!TY In PHI{
INTER-OFFICE MEMORANDUUl APR 26 P.? :48
FROM:
Michelle Taylor, Senior Secretary, City Clerk's Office
~/J1 fMargaret Parker, Secretary
TO:
SUBJECT:
Executed Document
DATE:
April 26, 2004
Enclosed is the fully executed Agreement pertaining to the following resolution:
CDC/2004-8
A Resolution of the Community Development Commission of the City
of San Bernardino Authorizing and Approving the Executive Director
of the Agency to Execute a One (I) Year Agreement by and between
Neighborhood Housing Services of the Inland Empire, Inc. (NHS) and
the Redevelopment Agency ("Agency") for Administration of the
Agency's Single Family Home Improvement Loan and Beautification
Grant Programs
Please let me know if you have any questions.
Thank you,
Margaret
Enclosure
cc: Barbara Lindseth (with Original Executed Agreement)
Barbara Sharp (with Copy of Agreement)
Maggie Pacheco (with Copy of Agreement)
James Willmott (with Copy of Agreement)
Diana Sanchez (with Copy of Agreement)
.
".
,'.
** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT **
RESOLUTION AGENDA ITEM TRACKING FORM
Meeting Date (Date Adopted): ,q--S-()4 Item #
Vote: Ayes 1- c,., Nays.ft
Change to motion to amend original documents 0
IZ.,~ Resolution #
Abstain r')
Companion Resolutions
<!.ocl z-C04-g
I
Absent ..e-
NuIJ/VoidAfter: ~days/
Resolution # On Attachments: 0 Note on Resolution of attachment stored separately: 0
PUBLISH 0
POST 0
RECORD W/COUNTY 0
By:
Date Sent to Mayor: ~- Co- 04
Date of Mayor's Signature: A - t-o q
Date ofClerk/CDC Signature: A.-~-OLj
Reso, Log Updated: Ia-"
Seal Impressed: G--
Date Memo/Letter Sent for Signature:
I" Reminder Letter Sent:
4;-l!;'-u't Date Returned: 4- z.(, -0'+ Not Returned: 0
2nd Reminder Letter Sent:
Request for Council Action & Staff Report Attached:
Updated Prior Resolutions (Other Than Below):
Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634):
Updated CDC Personnel Folders (5557):
Updated Traffic Folders (3985, 8234, 655, 92-389):
Yes -.L
Yes
Yes
Yes
Yes
No
No~
NOL
No t/
N07
By
By
By
By_
By_
Copies Distributed to:
Animal Control 0 EDA 0" Information Services 0
City Administrator 0 Facilities 0 Parks & Recreation 0
City Attorney 0 Finance 0 Police Department 0
Code Compliance 0 Fire Department 0 Public Services 0
Development Services 0 Human Resources 0 Water Department 0
Others: "-
Notes:
Ready to File:_
Date:
Revised 12/18/03