HomeMy WebLinkAbout2009-111 Housing - Housing for New Hope, Inc. - Consolidated Housing Plan Annual Update/HOME Program Housing7~
NORTH CAROLINA
ORANGE COUNTY
HOME PROGRAM AGREEMENT
This is an AGREEMENT between Orange County, a general local governmental unit of
the State of North Carolina, (hereinafter referred to as the "County") and HOUSING FOR NEW
HOPE, INC., a North Carolina non-profit housing organization (hereinafter referred to as
"Provider"). The effective date of this Agreement is Q.~ ~ 13 ~ 2Q i o
WITNESSTH
WHEREAS, the Orange County Board of Commissioners awarded the Provider $50,000
in FY 2009 HOME Investment Partnership Program funding to provide tenant-based rental
assistance to homeless individuals and families transitioning to permanent housing in Orange
County; and
WHEREAS, the County is the lead entity of the Orange HOME Consortium, so
designated in an agreement dated July 1, 2008, and as such is the lead entity in a representative
capacity for all members of the Orange HOME Consortium for the purposes of carrying out the
HOME Program in accordance with the Title II of the Cranston-Gonzalez National Affordable
Housing Act (Pub. L. 101-625), (42 U.S.C. 3535(d.) et. seq.) (hereinafter referred to as the
"Act"), and as further defined in the Federal Program Requirements provided by the U.S.
Department of Housing and Urban Development; and
WHEREAS, the Provider intends to provide tenant based rental assistance approximately
25 families (herein after referred to as "the Project") leasing permanent, standard housing in
Orange County; and
WHEREAS, the Provider intends to assist individuals and/or families earning up to 30%
of HUD area median income as described in their FY 2009 HOME Program Proposal dated
February 27, 2009 which is hereby incorporated into this Agreement, and hereafter referred to as
"The Project". A copy of the FY 2009 HOME Program Proposal is on file in the office of the
Housing and Community Development Department; and
WHEREAS, notwithstanding any provision of this Agreement, the County and the
Provider hereto agree and acknowledge that this Agreement does not constitute a commitment of
funds or site approval, and that such commitment of funds or approval may occur only upon
satisfactory completion of an environmental review and receipt by Orange County of a Release
of Funds from the U.S. Department of Housing and Urban Development under 24 CFR Part §58
if applicable. The parties further agree that the provision of such funds to the project is
conditioned on Orange County's determination to proceed with, modify, or cancel the project
based on the results of a subsequent environmental review.
NOW, THEREFORE, in consideration of the mutual covenants, promises, and representations
contained herein, it is agreed between the parties hereto as follows:
I. USE OF HOME FUNDS
1. The Provider shall perform the tasks related to its allocation of HOME funds as provided
in Exhibit A and within the proposed budget outlined in Exhibit B. Exhibits A and B are hereby
made a part of this Agreement and are incorporated by reference, as it now reads or as it may be
modified by the parties.
2. The Provider may not request disbursement of funds under this Agreement until the funds
are needed for payment of eligible costs. Eligible costs are: payment for rent, security deposits
and utility deposits only. The amount of each request must be limited to eligible costs as
determined by Orange County staff.
II. AMOUNT OF HOME FUNDS/FORM OF SUBSIDY
The County shall make available to the Provider up to Fifty thousand Dollars ($50,000) pursuant
to this Agreement. Said funds shall be disbursed by the County to the Provider for performance
of the services described in Exhibit B. HOME Program subsidy will be provided as a grant to
each identified family as a fixed subsidy by payment to a landlord or utility company.
III. TIMELINESS
The Provider shall complete the Project within twenty-four (24) months from the date of this
Agreement. However, in the event of any alterations or additions or of circumstances beyond the
control of the Provider, which in the opinion of the Director of the County's Department of
Housing and Community Development will require additional time for completion of the Project,
then in that case, the time of completion shall be extended by the County Manager in writing for
a period of time not to exceed six (6) months. Any further extensions will require the approval
of the Orange County Board of County Commissioners.
IV. TERM OF THE AGREEMENT
This Agreement will remain in effect until all HOME funds are disbursed.
V. AFFORDABILITY REQUIREMENTS
Provider agrees to provide tenant-based rental assistance to families whose income does
not exceed 30% of the area median income by family size, as determined by the U.S. Department
of Housing and Urban Development and as amended from time to time. Monthly rents must not
exceed the HOME Program Rents in effect at the time of occupancy. Residential leases will not
exceed one year in term.
VI. PROVIDER PERFORMANCE UNDER THIS AGREEMENT
Provider agrees and authorizes the County and HUD to conduct on-site reviews, examine client
records including client applications and to conduct any other procedures or practices to assure
compliance with these provisions.
Provider agrees to not violate any State or Federal laws, rules or regulations regarding a direct or
indirect illegal interest on the part of any employee or elected official of the Provider in the
Project or payments made pursuant to this Agreement.
Provider agrees that to the best of its knowledge, neither the Project nor the funds provided
therefore, and the personnel employed in the administration of the program shall be in any way
or to any extent engaged in the conduct of political activities in contravention of Chapter 15 of
Title 5, United States Code, referred to as the Hatch Act.
Provider shall adopt the audit requirements of the Office of Management and Budget (hereinafter
"OMB") Circular A-110, "Grants and Agreements with Institutions of Higher Education,
Hospitals, and Other Nonprofit Organizations," and Circular A-122, "Cost Principles for
Nonprofit Organizations," and OMB Circular A-133, "Audits of Institutions of Higher Education
and Other Non-Profit Institutions." Provider shall submit to the County copy of said audit report.
Provider shall permit the authorized representatives of the County, HUD and the Comptroller
General of the United States to inspect and audit all data and reports of the Provider relating to
its performance under the Agreement.
County shall provide, upon request, copies of all laws, regulations and orders cited in this
Agreement.
Provider and County shall at all times observe and comply with Title 24 CFR Part 92 and all
applicable laws, ordinances or regulations of the Federal, State, County, and local government,
which may in any manner affect the performance of this Agreement, and Provider shall perform
all acts with responsibility to the County in the same manner as the County is required to
perform all acts with responsibility to the Federal government.
Provider hereby assures and certifies that it will comply with the regulations, policies, guidelines
and requirements with respect to the acceptance and use of HOME funds in accordance with the
Act and the policies of the County as applicable to the HOME Program. Also, Provider certifies
with respect to the Project that:
1. The Project will be conducted and administered in compliance with:
Title VI of the Civil Rights Act of 1964 (Pub. L. 88-352, 42 U.S.C. Sec 2000d et seq.) and
implementing regulations issued at 24 CFR Part I;
Title VIII of the Civil Rights Act of 1968 (Pub. L. 90-208, 42 U.S.C. Sec 2000d at seq.), as
amended; and that the Provider will administer all programs and activities related to housing and
community development in a manner to affirmatively further fair housing;
Section 109 of the Housing and Community Development Act of 1974, as amended; and the
regulations issued pursuant hereto;
Section 3 of the Housing and Urban Development Act of 1968, as amended;
Executive Order 11246-Equal Opportunity, as amended by Executive Orders 11375 and 12086,
and implementing regulations issued at 41 CFR Chapter 60;
Executive Order 11063-Equal Opportunity in Housing, as amended by Executive Order 12259,
and implementing regulations at 24 CFR Part 107;
Section 504 of the Rehabilitation Act of 1973 (Pub. L. 93-112), as amended, and implementing
regulations when published in effect;
The Age Discrimination Act of 1975 (Pub. L. 94135), as amended, and implementing regulations
when published for effect;
The Fair Housing Act (42 U.S.C. 3601-20);
2. The Provider's notification, inspection, testing and abatement procedures concerning
lead-based paint will comply with Title 24 CFR 92.355 and 24 CFR Part 35. Verification of lead
work shall be on file for each participant.
VII. ADMINISTRATION AND REPORTING REQUIREMENTS
A. Provider shall administer the HOME funds in conformance with the regulations, policies,
guidelines and requirements of Title 24 CFR 92, Part 85 and OMB Circular number A-110, A-
122, and A-133, as they relate to the acceptance and use of Federal funds for the Project.
Provider shall submit all required information to the County demonstrating its compliance with
applicable laws, rules and regulations, as specified in this Agreement; further, Provider shall
submit to the County a quarterly Progress Report no later than the fifth day of the months of
January, April; July; October until the activity has been reported completed.
Miscellaneous Provisions
a. Uniform Administrative Requirements. The Provider must comply with the
applicable uniform administrative requirements of 24 CFR §92.505.
b. Other Program Requirements. The Provider must carry out each activity in
compliance with all Federal laws and regulations described in 24 CFR, Part 92, subpart H except
that the subrecipient does not assume the responsibilities for environmental review or
intergovernmental review.
c. Affirmative Marketing. If HOME funds will be used for housing containing
five (5) or more assisted units, The Provider must prepare and submit an Affirmative Marketing
Plan to the County.
d. Termination of Agreement. The full benefit of the Project will be realized only
after the completion of the affordability periods for all Project dwelling units. It is the County's
intention that the full public benefit of the Project shall be completed under the auspices of the
Provider for the assisted units as follows:
In the event that the Provider is unable to proceed with any aspect of the Project in a timely
manner, and County and the Provider determine that reasonable extension(s) for completion will
not remedy the situation, then The Provider will retain responsibility for requirements for any
dwelling units assisted and County will make no further payments to the Provider.
In the event that the Provider, prior to the contract completion date, is unable to continue to
function due to, but, not limited to, dissolution or insolvency of the organization, its filing a
petition for bankruptcy or similar proceedings, or is adjudged bankrupt or fails to comply or
perform with provisions of this agreement, then the Provider shall, upon the County's request,
convey to the County the Property assisted with HOME funds. Conveyance shall be at the sole
discretion of County and on a Project dwelling unit by Project dwelling unit basis.
Conveyance shall be on the terms set forth herein:
Conveyance shall occur within thirty (30) days of County and The Provider' agreement of the
Provider' inability to continue as a viable organization. The Provider shall convey the Property
to the County by general warranty deed, free and clear of all liens and encumbrances of record
except those which create a beneficial interest in County (Declaration of Restrictive Covenants
and Deed of Trust).
e. Default, Remedies. This Agreement may be terminated by anon-defaulting
party upon an event of default hereunder, after written notice thereof and thirty (30) days grace
period in which the defaulting party may act to cure. As used herein, the term "an event of
default" shall mean and refer to a failure or act of omission by either party with respect to any
undertaking, obligation, covenant or condition as set forth in this Agreement. With respect to
any event of default, the non-defaulting party may exercise any right available to it at law or in
equity with respect to such default.
f. Books and Records. The Provider shall maintain records of its grant
requirements under this contract for a period of not less than five (5) full fiscal years following
the contract completion date.
i. The Provider shall ensure access to records and financial statements, as necessary,
to provide effective monitoring and evaluation of project performance. Additionally, The
Provider shall submit a copy of its annual audit to the County.
ii. Upon reasonable advance notice, County or its authorized representatives may
from time to time inspect, audit, and make copies of any of The Provider records that relate to
this contract. If any audit by County discloses that payments to The Provider were in excess of
the amount to which The Provider was entitled under this contract, The Provider shall promptly
pay to County the amount of such excess. If the excess is greater than 1% of the contract amount,
The Provider shall also reimburse County its reasonable costs incurred in performing the audit.
iii. The Provider shall maintain files of all tenants, regardless of length of occupancy,
residing in assisted units. Documentation shall verify eligibility for federal assisted housing at
the point of initial tenancy and every subsequent year thereafter for the period of affordability.
Information maintained shall include: tenant income level; name of family members; ethnic data;
family type - e.g. female head of household; disability status; and monthly rent.
iv. The Provider shall maintain records verifying the affordability of the dwelling
units.
g. Notices. Any Notice shall be in writing and shall be given by depositing the same
in the United States mail, post-paid and registered or certified, and addressed to the party to be
notified, with return-receipt requested, or by delivering the same in person to an officer or
principal of such party. Notice deposited in the mail in the manner here in above described shall
be effective upon mailing. For purposes of Notice, the addresses of the parties shall, unless
changed as hereinafter provided, be as follows:
i. To the County: Orange County
c/o Housing and Community Development
Department
P.O. Box 8181
Hillsborough, NC 27278
ATTN: Director
ii. To The Provider: Housing for New Hope
c/o Executive Director
18 West Colony Place, Suite 250
Durham, NC 27705
Either the County or The Provider may change the person or address to which any future Notice
shall be given as herein provided.
h. No Assignment. No transfer or assignment of the interest of The Provider in this
Agreement shall occur without the prior written consent of the County; neither may The Provider
assign this Agreement without the prior written consent of County.
i. Conflict of Interest. The Provider agrees to abide by the provisions of 24 CFR
570.611 with respect to conflicts of interest, and covenants that it presently has no financial
interest and shall acquire any financial interest, direct or indirect, that would conflict in any
manner or degree with the performance of services required under this Agreement. The Provider
further covenants that in performance of this Agreement no person having such a financial
interest shall be employed or retained by The Provider hereunder. These conflicts of interest
provisions apply to any person who is an employee, agent, consultant, or elected official or
appointed official of the County, or any designated public agencies or subrecipients that are
receiving funds under the County HOME Investment Partnership Program.
j. Binding Effect. This Agreement shall be binding upon and shall inure to the
benefit of the parties hereto and their respective successors and assigns.
k. Indemnification. To the extent legally possible, The Provider shall indemnify
and hold County, its officers, agents, and employees, harmless from and against any and all
claims, actions, liabilities, costs, including attorney fees and other costs of defense, arising out of
or in any way related to any act or failure to act by The Provider, its employees, agents, officers,
and contractors in connection with this contract. In the event any such action or claim is brought
against County, The Provider shall, upon County's tender, defend the same at The Provider' sole
cost and expense, promptly satisfy any judgment adverse to County or to County and The
Provider jointly, and reimburse County for any loss, cost, damage, or expense, including attorney
fees suffered or incurred by County.
1. Subcontracting. The Provider shall not subcontract work under this Agreement,
in whole or in part, without the County's prior written approval. The Provider shall require any
approved subcontractor to agree, as to the portion subcontracted, to comply with all applicable
federal, state, and local laws, rules, ordinances, and regulations at all times and in the
performance of the work and to comply with all applicable obligations of The Provider specified
in this contract. Notwithstanding County's approval of a subcontractor, The Provider shall
remain obligated for full performance of this contract and County shall incur no obligation to any
subcontractor The Provider shall indemnify, defend, and hold County harmless from all claims
of its contractors.
m. No Joint Venture or Agency. The County and The Provider each agree and
acknowledge that nothing contained herein or otherwise, including, without limitation, any act of
the County or The Provider under this Agreement, shall be deemed or construed to create any
relationship of joint venture, partnership or agency between the parties.
n. Effect of Waiver or Forbearance. No failure by the County to insist upon the
strict performance of any term or condition of this Agreement, or to exercise any right or remedy
upon the breach by The Provider of any of its obligations, agreements, or covenants hereunder,
shall be a waiver of such affected term or condition or of such breach; nor shall any forbearance
by the County to seek a remedy for any breach by The Provider be a waiver by the County of its
rights and remedies with respect to that or any other breach.
o. Governing Law. This Agreement shall be construed in accordance with and
governed by the laws of the State of North Carolina. Any litigation arising out of this Agreement
shall be brought in courts sitting in North Carolina, with venue in Orange County.
p. Severability. The provisions of this Agreement are independent of and separable
from each other, and no provision shall be affected or rendered invalid or unenforceable by the
fact that for any reason any other provision may be invalid or unenforceable in whole or in part.
If any provision of this Agreement or the application thereof to any person or circumstances
shall, to any extent, be or become invalid or unenforceable, the remainder of this Agreement, or
the application of such provision to persons or circumstances other than those as to which it is
held invalid or unenforceable, shall not be affected thereby, and each provision of this
Agreement shall be valid and be enforced to the fullest extent permitted by law. The County and
The Provider agree to substitute for such provision of this Agreement or the application thereof
determined to be invalid or unenforceable, such other provision as most closely approximates, in
a lawful manner, such invalid, illegal or unenforceable provision. If the County and The
Provider cannot agree, they shall apply to a court of competent jurisdiction to substitute such
provision as the court deems reasonable and judicially valid, legal and enforceable. Such
provision determined by the court shall automatically be deemed part of this Agreement ab
initio.
q. Equal Opportunity. The Provider shall not discriminate against any employee
or applicant for employment because of race, color, religion, sex, national origin, political
affiliation or belief, age, handicap, or familial status in the implementation of the Project.
r. Headings. Headings are for convenience only and shall not be used to interpret or
construe its provision.
s. Gender; Singular and Plural. As used herein, the neuter gender includes the
feminine and masculine. The masculine includes the feminine and neuter, and the feminine
includes the masculine and neuter and each includes a corporation, partnership or other legal
entity when the context so requires. The singular number includes the plural and vice versa,
whenever the context so requires.
t. Recording. The parties hereto agree that upon notice to the other and at its own
cost and expense, a party may record this Agreement in the Office of Register of Deeds for
Orange County.
u. Compliance with Laws. To the extent applicable, each party hereto agrees to
comply with all laws, ordinances and regulations affecting the Property from and after the date
hereof. Without limiting the generality of the foregoing, The Provider shall comply with all
federal, state and local laws, regulations and ordinances applicable to the expenditure of funds
provided by the County, to purchase and develop the Property.
v. Publicity; Signage. The Provider agrees to provide such publicity with respect to
the County's participation in the development of the Property as the County shall reasonably
require. Any signage at the Property shall acknowledge the County's role and contribution.
w. Counterparts. This Agreement may be executed in one or more counterparts,
each of which shall be deemed an original but all of which together shall constitute on and the
same instrument.
x. No Third Party Rights. The parties hereto covenant and agree that nothing
contained in this Agreement or any act by the County or The Provider shall be deemed or
construed by the parties or any third party to create any relationship of third party beneficiary,
including third party principal or agent, or to create any right, claim or cause of action against the
County, The Provider or any of their respective officers, agents or employees by any third party.
y. Performance of Government Functions. Notwithstanding anything in this
Agreement which may be to the contrary, nothing contained in this Agreement shall in any way
stop, limit or impair the County from exercising or performing any regulatory, policing or
governmental powers or functions with respect to the Property including, without limitation,
inspection of the Property in the performance of such functions.
z. Duration of Agreement. This Agreement shall be effective on the date of
execution and shall remain in effect during the period of affordability required by the Act under
24 CFR Part 92.
bound, have set their hangs
IN WITNESS WHEREOF, the parties hereto, intending to be legally bound, have set their hands
and seals on the day and year first above written.
ORANGE COUNTY, NORTH CAROLINA
ATTEST:
form and legality
Moore, Staff Attorney
This document has beeen preaudited in accordance with the N.C. Local Government and Fiscal
Clarence Grier, Finance Director
HO G FOR NEW HOPE, INC.
. Pres den
ATTEST: ~~~ yw~
Secretary
EXHIBIT A
HOME Program Funds
Scone of Services
Orange County HOME Tenant-Based Rental Assistance
Housing for New Hone Management Plan
The purpose is to provide rental assistance, rental deposits, and utility deposits to homeless and
chronically homeless individuals of Orange County to improve their lives through obtaining and
maintaining permanent housing.
The targeted program participants are homeless and chronically homeless individuals and
families that reside in Orange County.
TENANT SELECTION PROCESS
To qualify for Housing for New Hope's HOME Tenant-Based Rental Assistance (TBRA):
• The individual or family must be literally homeless, residing in either an emergency
shelter, transitional housing programs, or living in a place unfit for human habitation such
as the streets, camps, cars, or condemned house. Priority for TBRA will be given to the
chronically homeless. Homelessness will be determined by third-party verification or,
lacking that, personal declaration.
• Individuals and families can be self referred, referred by other Housing for New Hope
programs, and referred by other agencies.
• The individual or family income must be at or below 30 percent of the Area Median
Income (AMI). Income will be determined using third-party income verification and/or
by reviewing source documents evidencing annual income.
• The individual or family must lack the financial resources and support networks needed
to obtain housing.
• Though lacking sufficient financial resources to access housing, an individual or family
must demonstrate a "path to income." A couple of examples would be: enrollment in a
job training program; a likelihood of increased hours with one's current job; a pending
disability claim; other pending rental or income assistance.
RE-HOUSING PROCESS
There are five distinct phases to the re-housing process: 1) Referral & Intake; 2) Enrollment
Process 3) Ready to Rent 4) Move-in; and 5) Follow-up.
I) Referral and Intake: Staff will conduct an initial screening and then a more thorough
intake is conducted to ensure eligibility and determine the range of needs. At this point,
the client may be denied; and is given a list of items that they will need to qualify for the
program. If accepted, the client enters the Enrollment process.
2) Enrollment: Staff works with the client to develop a housing and income plan as well as a
list of all items to be completed to meet federal guidelines such as income and asset
verifications. Upon completion of all items, the client is enrolled.
3) Ready to Rent: Staff works with the client to find housing, negotiate with the landlord,
and help to gather needed furniture and furnishings when possible. Clients will be
counseled regarding the appropriate unit size for the household and will review the rental
lease to ensure that the language in the lease adheres to HOME TBRA guidelines.
4) Move-in: Client assumes tenancy in their apartments.
5) Follow-up: Periodic visits and/or phone calls are done by staff to trouble-shoot problems
and identify emerging needs. A recertification is done every three months to determine
compliance and future need.
PROPERTY STANDARDS
Provider shall ensure that all leased property meets the property standards in 24 CFR 92.251 and
the lead-based paint requirements in 92.355 at the time of occupancy. A Section 8 Housing
Quality Standards (HQS) inspection must be conducted prior to leasing to ensure compliance and
at least once every year throughout the life of the project. Copies of inspection reports must be
maintained in project files.
CALCULATION OF RENTAL ASSISTANCE
• Rental assistance will not exceed the difference between 30 percent of the household's
adjusted monthly income and the cost of the rent, not to exceed fair market rent ($738 for
one bedroom, and $827 for two-bedroom apartments).
• Monthly rents must not exceed the HOME Program Rents in effect at the time of
occupancy.
• For individuals and families with no income, TBRA will pay for the full amount of rent,
contingent on the demonstration of a "path to income."
• Based on prior experience, Housing for New Hope anticipates providing rental assistance
for an average of three months.
• Clients will need to be recertified every three months to receive assistance for longer.
EXHIBIT B
Project Budget
FY 2009/2010
2 months FY 2010/2011
EXPENSES
Rental Assistance $4,200 $32,720
Rental De ooits $1,800 $6,000
Utili De ooits $1,000 $4,280
TOTAL $7,000 $43,000
Source of Funds
Orange County HOME Consortium $50,000
Provider may not request disbursement of funds under this Agreement until the funds are needed
for payment of eligible costs. Eligible costs are: payment for rent, security deposits and utility
deposits only. The amount of each request must be limited to eligible costs as determined by the
County's Housing and Community Development Department ("OCHCD").
No funds may be shifted between projects without the prior approval of the County. Funds may
be shifted between line items of the Project without prior approval of the County only to the
extent of "Minor Adjustments," defined as actions which do not result in a change in the Project
and so long as such Minor Adjustments do not exceed ten percent (10%) of the line item total
from which the funds are being removed or to which the funds are being added.