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HomeMy WebLinkAboutAgenda - 09-08-1981 AGENDA REGULAR'MEETING CF ORANGE COUNTY BOARD OF COMMISSIONERS TUESDAY, 10:00 A.M. SEPTEMBER 8, 1981 COMMISSIONERS' ROOM, ORANGE COUNTY COURTHOUSE 1. Would any member of the Board like to modify this agenda? 2. Would any member of the audience like to address the Board about: A. Matters on this agenda; B. Matters not on this agenda? 3. The Clerk Submits Minutes of meetings held August 19, 20 and 21, 1981, for Board consideration. 4. Will the Board approve a contract between Orange County and the U.S. Forestry Service? 5. The Manager recommends approval of: A. An Administrative Plan between the Chapel Hill Housing Authority and Orange County Housing Authority B. A contract for the Rehabilitation Program in the Northern Fairview Community Development area. Mr. Kittrell and Mr. Stevenson will be present.. 6. The Finance Director, Ms. Kathy Battern, introduces Messrs. John Midyette, CPA and Tam WaShburn, CPA, of the AmOit Services Section of the Human Services Department, State of North Carolina. 7. The Planning Board recommends approval of the Riveredge subdivision. 8. The Manager and Planning Staff report to the Board regarding subdivisions in the University Lake Watershed now in the review/approval process. 9. The Manager presents for Board consideration the Electrical Inspection Fee Schedule recommended by the Planning Director. 10. Will the Board set a date for a public hearing for consideration of further extension of the Zoning Ordinance? 11. The Human Services AdVisory Commission will report to the Board regarding the needs assessment project. 12. The County Attorney presents for Board consideration an amendment to the Charter of the New Hope Volunteer Fire Department. 13. Will the Board consider an adjustment of $500 to Purchase Order # 2088 with Landmark Incorporated? Staff will comment. 14. Will the Board consider an offer from Vanguard Energy Company to repur- chase land in Chapel Hill Townehip? 15. Will the Board consider a Resolution endorsing the purchase of land by the Vanguard Energy Company in Chapel Hill TOwnthip? 16. The Manager recommends the Board unfreeze positions in: a) the Department of Sodial Services--two clerical positions; b) Central Services Purchasing—Central Services Clerk. 17. Will the Board consider a Proclamation proclaiming September 14-18 "Clean Up Litter Week" in Orange County? Ms. Bonnie Davis, Orange County Home Extension Agent, has graciously volunteered to coordinate this project with the Orange County Homemakers' Clubs. 18. Will the Board discuss SB711 regarding Sedimentation and Erosion Control Programs? 19. Appointments: a) Personnel Advisory Board b) Senior Citizens Board c) ABC Board 20. An executive session to discuss legal and personnel matters. A G E/C a C} 4 MC 4- 8 - 8'/ ORANGE COUNTY COMMISSIONERS Room No. 12 106 EAST MARGARET LANE HILLSBOROUGH, N, C. Elam GARRnm Chime. 27278 Namur WALT RICHARD WHt1£E� NcaudAN GUSTAV2SON JAN PINNau MEM<J Tb: Gem Gumemrr, FROM: PAUIETIE RE: Enclosed. Contract DATE: 8/14/81 The Forestry Service sent these contracts over for signatures. I can't find in the Minutes Index a record of this ever coming before the Board for appraval prior to this year. Would you - -- - please advise Mr. Laws or myself as to whether or not this needs to appear on the agenda; and if so, please examine this contract in accordance with your usual high standards of acceptability to Orange County,t etc, Thanks Geof. Enclosures: Agenda for 8/18/19/20/21 one original contract (I have two copies in my office) COLEMAN, BERNHOLZ, DICKERSON, AGENDA Alr.MCBMENT 4 BERNHOLZ, GLEDHILL & HARGRAVE ATTORNEYS AT LAW no CHURTON STREET HILLSBOROUGH,N.C. 27278 .219-732-2196 919-942.8000 CHAPEL HILL OFFICE SUITE 20,FRANKUN BUILDING August 20 , 1981 37 E.FRANKLIN STREET CHAPEL HILL,NC 27514 919-929-7151 LEGAL CLINICS 136 E.ROSEMARY STREET NCNB PLAZA CHAPEL HILI,NC 27514 919-929-0394 116 W.MAIN STREET DURHAM.NC 27701 919-6854E131 ALONZO 13 COLEMAN,JR STEVEN A.BERNHOLZ DONALD FL DICKERSON, Ms. Paulette Pridgen-Pond ROGER B, BERNHOLZ GEOFFREY E.GLEDHILL Clerk to the Board of DOUGLAS HARGRAVE Commissioners of Orange County MARTIN J.BERNHOLZ PATRICIA STANFORD HUNT Orange County Courthouse DOUGLAS WEDS 106 Margaret Lane a Counsei BONNER D.SAWYER Hillsborough, North Carolina 27278 (1902.1972) Re: Agreement for the protection, development and improvement of forest lands in Orange County, North Carolina Dear Paulette: Yes, the enclosed contract needs to be con- - sidered and executed by the Board. Very truly yours, eoffr4., E. Gledhill GEG/jac • Enclosure u2` AGENIA ATIAC VT 4 FC-42 STATE OF NORTH CAROLINA (6-78) Department of Natural Resources and Community Development $ 56 250.00 Total Cooperative Appropriation $ 33,750.00 60 7 State $ 22,500.00 40 7 County AGREEMENT FOR THE PROTECTION, DEVELOPMENT AND IMPROVEMENT OF FOREST LANDS IN ORAIarc COUNTY, NORTH CAROLINA THIS AGREEMENT, made under authority of "An act to authorize Counties to cooper- ate with State in Forest Protection, Reforestation and promotion of Forest Man- agement," (Section 113-59 of the General Statutes of North Carolina - 1943), and also under authority of another Section of the General Statutes, namely Section 113-54, by the North Carolina Department of Natural Resources and Community Develop- ment (hereinafter called the Department), party of the first part, and the Board of Commissioners of ORANGE , County in the State of North Carolina (hereinafter called the Board), party of the second part, witnesseth: That WHEREAS the said Board, recognizing the need for active forest protection, development, reforestation, management and improvement in ORANGE County, has accepted the offer of the Department for cooperation in accomplish- ing this object: Now, THEREFORE, in consideration of the mutual convenants hereinafter set forth, the said parties contract and agree to maintain a legally appointed and equipped Forest Ranger organization in said county at the joint cost of the State and County, insofar as the joint funds will permit, as follows: Part I. THE" DEPARTMENT AGREES: 1. To select, employ and appoint, after consultation with the Board, a County Forester or County Forest Ranger for the:purposes of controlling forest fires in said County; for detecting and extinguishing fires that break out; for investigating the origin of forest, woodland and field fires; for enforcing State forest fire laws; for taking such preventative measures, educational and other- wise, as shall seem necessary to prevent forest fires; for developing and improv- ing the forests through reforestation, promotion and practice of Forest Manage- ment practices; and for protection from insects and diseases. 2. To furnish to each Forester or Forest Ranger so employed a badge of office, stationery and report forms, instructional posters for use in the County, Leaflets for distributing to landowners and others; to purchase necessary equipment, communication systems, and other Forestry improvements deemed neces- sary insofar as the joint funds will permit. 3. To pay the Forester or Forest Ranger for all official services rendered, at a fair rate of pay. Rates of pay are to be established by the Depart- ment in accord with existing State salary schedules. - 2 - 4. To direct supervise, instruct, and inspect, through its agents, the work and conduct of the Forester or Forest Ranger, to discipline and, when necessary, discharge such Forester or Forest Ranger. 5. To submit to the Board of Commissioners monthly (or at other mutually satisfactory intervals) an itemized statement of all monies to be paid by the County and those paid by-the Department for the proper conduct of the work within said County. •6. To make a 4i Abl annu&lhly frapi State, Federal, and other funds allotted to it, the sum of},ndrPd hif-My sand dsoelvfars 033,750.00 ) as its share of an annual budget of $56,250.00for carrying an the work in said County. Part II. THE BOARD AGREES: 1. To pay to the Department 40 7, of the total cost of the Forester or Forest Ranger salaries and expenses and of other proper expenditures made in connection with the over-all Forestry program in said County, upon receipt and consequent approval of the periodic statements submitted by the Department. Twenty two thousand 2. To appropriate annually the sum of five hundred dollars ($ 22,500_OX, which sum shall be available for expenditure under the terms of this Agreement, and shall represent the County's share of the annual budget. Part III. IT IS EXPRESLY"AGREED AND UNDERSTOOD BY BOTH PARTIES: 1. That this Agreement becomes effective July 1 ,19 _• 2. That the annual appropriations as set forth above may be re- vised by mutual agreement between the Department and the Board, based on the amount of annual appropriation desirable for the proper conduct of the Forestry work, such revision to become effective at the beginning of a given Fiscal Year. Any unused balance of County funds remaining at the end of a Fiscal Year shall revert to said County unless otherwise mutually agreed upon by both parties. 3. That the Board reimburse the Department as provided in Part II, Item 1, by forwarding a county voucher drawn in favor of the Department for the amount of the County's share of expenditures as set forth in the Department's periodic statement to the Board. That such payments be made by the Board within thirty days following receipt of the Department's billing. 4. The title to all improvements and equipment purchased and/or constructed in connection with this agreement will rest with the Department; such materials or their equivalent will remain in the County as long as this Agreement is in effect, or as long as they are needed by the Department for the proper conduct of the work therein. 5. That the Forester or Forest Ranger periodically or at the re- quest of the Board, shall present to the Board statements of the work being done within the County, so that said Board may be fully informed at all times re- garding the Forestry finances and activities within the County. 52,4 - 3 - IN WITNESS WSEREOF, the said parties do hereunto affix their names and seals upon the date herein below specified. For the'Rard of County Commissioners of at 4yL County. Date z/0-7f h / phai rman Provisions for the payment of the monies to fall due under this Agreement have been made by appropriation duly made or by bonds or notes duly authorized, as required by the "County Fiscal Control Act". Date g//rZP7 Finance Officer For the North Carolina Department of Natural Resources and Community Development Date Signature Title �� �m� �� �� D°~ «� ] ~'^-~ FA , , ° � . AGENDA ATTACHMENT 5 A a8 Agenda Item The following items are presented for your consideration by Mr. Albert Kittrell , Community Development Director and Mr. Alvin Stevenson, Chapel Hill Housing Authority Executive Director: 1.) Chapel Hill Housing Authority nnd Orange County Small Cities Program Agreement to coordinate fundi:lg in the Northern Fairview neighborhood. The Housing Authority presently administers the Section 8 Moderate Rehabilitation Program throughout Orange County to assist landlords to bring their dwelling units up to the minimum housing cude. Targeted for this program, are 10 units in the Northern Fairview area. Orange County Small Cities Program is also currently involved in rehabilitating units in Northern Fairview. This agree- ment would authorize the Community Development staff to undertake the inspections, write-ups and review of units for both programs for the sum of $200 per unit. The intent of this agreement is to minimize duplicative staff work and maximize monies available to these units. By using the Moderate Rehabilitation program, low income families currently occupying the units will receive rental assistance when rehabilitation is complete, enabling them to stay. 2.) A memorandum and attachment from Mr. Stevenson, Executive Director, is sub- mitted for your consideration. An administrative plan between Chapel Hill Housing Authority and Orange County Housing Authority (i.e. the Board of County Commissioners) was approved by the Board in 1976 for the Section 8 Existing Program and 1980 for the Section 8 Moderate Rehabilitation Program. The administrative plan is a working document for staff to carry out the programs as required by HUD. The responsibility for the program was accepted by the Authority. HUD has requested that all authority's bring their plans up to date. The Manager recommends approval. ° xGomlakMycRmzmz5a ORANGE COUNTY COMMUNITY DEVELOPMENT DEPARTMENT /06 EAST MARGARET LANE HILLSBOROUGH, N C. 27278 (919) 732.2163 .., MEMORANDUM TO: William Laws, Acting County Manager FROM: Albert Kittrell, CD Director '' L DATE: September 1, 1981 SUBJECT: Contractual Agreement with the Chapel Hill Housing Authority ------------------- --------_----------------------------------------------_ The Orange County Community Development Department requests approval to enter into a contractual agreement with the Chapel Hill Housing Authority in an effort to rehabilitate ten(10) owner/investor dwelling units in the Northern Fairview Target Area. The venture would leverage CD funds with Orange County Section 8 Moderate Rehabilitation loan funds. Specifically, the County's Community Development Housing Rehabilitation Program is presently rehabilitating owner/occupant dwelling units. Each unit receives a 100% rehabilitation grant at an average amount of $8,500' HUD views owner/investor properties differently because investors are not generally low or moderate income individuals. However, HUD is concerned with the low income family occupying the unit. Therefore, the Northern Fairview Task Force and the CD Department have jointly decided to encourage all owner/investors in the CD Target Area to participate in the County's Section 8 Moderate Rehabilitation program administered by the Chapel Hill Housing Authority, This program requires that the owner/investor obtain personal or loan funds to rehabilitate their dwelling unit. In return, HUD and the Chapel Hill Housing Authority enters into a 15 year agreement with the owner/investor' The owner/investor receives fair market rent for the unit plus an additional amount to pay off the loan. The low income tenant pays one fourth of their monthly income for rental charges. Moreover, the owner/investor agrees to keep the unit in standard condition throughout this period. As an incentive to participate in this program,the County's CO Department will contribute $4`000 (approximately one half of the average grant amount provided to owner/occupants) toward rehabilitating the unit. The CD Department will realize at least a $4,500 saving for each unit that is placed under this program. ��. ~~ / . . � ` ' — Memo to: William Laws September 1 , 1981 page 2 To facilitate the timely administration of the County's Section 8 Moderate Rehabilitation Program in the Northern Fairview Community, the Chapel Hill Housing Authority has offered to coordinate administrative tasks with the County's CD Department. We will be compensated $200 per unit administrative cost. As stipulated in the oontractural agreement, the County's CD stsf= .ork- load or responsibilities will not increase since these units have already been earmarked for rehabilitation under the County's CD program. AK/mb Attachment: Contract uCEmcAxTMcoMrmT 5 a *7, f� 4�- ����'� '` ~��^- COUNTY OF ORANGE AGREEMENT. . THIS AGREEMENT is entered into this day of August , 1981, between the Chapel Hill Housing Authority, hereinafter sometimes called "the Authority"; and the Orange County Small Cities Program, hereinafter sometimes called "Northern Fairview". � WHEREAS, the Authority h A th ity desires to conduct a Section 8 Moderate Rehabili- tation Program in the Northern Fairview Small Cities Area, financed primarily through funds made available through the U. S. Department of Housing and Urban Development; and, WHEREAS, Northern Fairview desires to assist the Authority in carrying out this program and has the housing rehabilitation experience and technical expertise to render effective assistance; NOW THEREFORE, in consideration of the noted covenants and promises made herein, the Authority and Northern Fairview agree as follows: I. Scope of Services. Northern Fairview will use its resources and personnel (except as set forth in Section III) in a good faith effort to meet the objectives of the Section 8 Moderate Rehabilitation Program set forth in the Orange County Section 8 Housing Assistance Payments Program Application For Moderate Rehabilitation (dated July 23, I979) , specifically: A. units rehabilitated to include at least $1,000.00 of eligible Moderate Rehabilitation work items in each unit as verified by the Authority. The specific functions to be performed by Northern Fairview in carrying out the -elements of (I) of the overall program are described in Appendix A to this Agreement. Northern Fairview shall perform these functions in accord- ance with all applicable Federal regulations. II. Term of Agreement. The term of this Agreement shall begin on , and shall end at the earlier of the following: A. (date) B. whenever Northern Fairview has completed units. III. The Authority's Obligations, The Authority agrees to pay to Northern Fairview the sum of $ jar un it for the services render- ed under this Agreement, according to the payment schedule set forth in Section IV. In addition, the Authority agrees to: A. Assist property owner with proposal for Moderate Rehabilitation Program; B. Preliminarily screen existing tenant families for eligibility; C. Complete Preliminary Feasibility Analysis; D. Screen proposals and notify owners of acceptance or rejection; E. Inform tenants of right to remain; F. Estimate cost of temporary relocation of tenant families, if necessary; ~ ' ) 9� . 3 - 2 - G. Refer eligible tenant families to owners of vacant units; H. Complete Intermediate Feasibility Analysis; I. Collate all documentation relevant to the Moderate Rehabilitation Program; J. Complete final calculation of base and contract ren t levels; K. Inspect unit for compliance with HUD Housing Quality Standards; L. Execute 15-year Housing Assistance Payments Contract with owner; M. Certify tenant family eligibility; N. Execute Lease (and Addendum to Lease) between owner and tenant family; O. Maintain all required records on file; P. Annually recertify tenant family; Q. Annually reinspect units for continued compliance with HUD Housing Quality Standards. IV. Payment 8rrangements, The Authority will pay Northern Fairview the sum of $ per unit for the services rendered under this Agreement. Payment for all services rendered by Northern Fairview shall be made in full upon the Authority's execution of a Housing Assistance Payments Contract(s) on all units to be rehabilitated under the terms of this Agreement. V. Termination of Agreement, This Agreement may be terminated at any' time t me by mutual agreement or by thirty days written notification of either party to the other party' Should termination occur for any reason, a final account- ing shall be made of funds due Northern Fairview under this Agreement. IN TESTIMONY WHEREOF, the Chapel Hill Housing Authority has caused this Agreement to be duly executed in its behalf and its seal to be hereunto affixed and attested; and the Orange County Small Cities Program has caused this Agree- ment to be duly executed in its behalf. CHAPEL HILL HOUSING AUTHORITY Executive Director ATTEST: Accountant ORANGE COUNTY SMALL CITIES PROGRAM ATTEST: . ���[ «p~ ' - � APPENDIX A Program Procedure Listed below are the functions to be performed by the Chapel Hill Housing Authority and the Orange County Small Cities Program in connection with the Orange County Moderate Rehabilitation Prugram, Function Performed by 1. Identification of units to be rehabilitated Orange County 2. , Receive and uusist, ornnerty owner with Moderate Rehabilitation proposal Authority 3. • Screen existing tenant families for eligibility Authority 4. Notify owner of acceptance or rejection of proposal Authority 5. Initial inspection of units to be rehabilitated Orange County 6. Complete Preliminary Feasibility Analysis Authority 7. ' [nform tenants of right to remain Authority 8. Prepare work write-up and cost estimate Orange County 9. Have owner to sign "Agreement to Enter Into A Housing Assistance Payments Program Contract" Authority 10. Prepare construction contract documents for owner and obtain bids from contractor for owner Orange County 11. Make interim inspections during rehabilitation Orange County 12. Make final inspection of rehabilitation work Orange County — 13. Complete close-out and prepare a statement of disposition of funds Orange County 14' Inspect unit for MUD Housing Quality Standards Authority/Orange County _ lG.~ Disburse all monies to contractor for completed rehabilitation work Orange County 10. Prepare final calculation of Base and Contract Rent Authority 17. Execute 15-year Housing Assistance Payments Program contract with owner Authority 18' Certify tenant family eligibility Authority 19' Execute Lease, Statement of Family Respon- sibility, and Addendum to Lease Authority 20. Make 60-day inspection of property from date of final inspection Orange County 21. Follow-up complaints from owner regarding contractor's work for the first year guarantee period Orange County gc�� ~ / . APPENDIX A 1. Identification of units to be rehabilitated u. Preliminary determination of unit eligibility 2' Initial inspections of units proposed for program and determination of rehabilitation work required to bring units up to the Community Development Program standards 3. Preparation of work write-up and cost estimate 4. Prepare construction contract documents for owner and obtain bids from contractors for owner 5. Interim inspection during rehabilitation G. Make final inspection of completed rehabilitation work with owner 7. Complete close-out of house and prepare a statement of disposition of funds 8. Disburse all monies to contractors for completed rehabilitation work 9. Make 60-day inspection of property from date of final inspection 10. Follow-up complaints from owner regarding contractor's work for the first year guarantee period _-- . DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT s * * GREENSBORO AREA OFFICE iiimii 1 415 NORTH EDGE WORTH STREET GREENSBORO.NORTH CAROLINA 27401 REGION iv June 5, 1981 IN REPLY REFER Ti 14,.141i111rioll TO; ALL PHA' s WITH SECTION 8 EXISTING AND/OR MODERATE' REHABILITATION ANNUAL CONTRIBUTION CONTRACTS VHOM; GEORGE T. YOUNTZ, ASSISTED HOUSING MANAGEMENT BRANCH, 4 47, cvl SUBJECT: REVIEW OF ADMINISTRATIVE PLANS All Public Housing Agencies (PHA' s) administering the Section 8 Exi 'l Housing Assistance Payments Program and the Section 8 Moderate RehabilktilMtl ' Program are requested to carefully review their Administrative Plan for thi--- administration of the program. The Administrative Plan must contain the specific operating plan objectives, procedures and staffing arrangements. Administrative Plans must be changed where necessary to reflect your current operating procedure and changes in Federal Regulations. The suggested format for the Administrative Plans are listed as appendix 18 and 18-2, in HUD Handbook 7420.3 Rev. The Administrative Plan is the Agencies' Bible" for the local implementation and administration of the Section 8 Programs. Copies of the plan should be readily available to each employee administering the program. We direct your attention to areas where the Federal Regulations have been changed since program inception, and to areas where greater emphasis has been given. 1 . Rent Reduction Incentive (Rent Credit) (Reference; Federal Register/Vol. 45? No. 176/September 9, 1980) 2. Security Deposit; Reference; 24CFR, Section 882. 112 3, Rent Reasonableness; References; Letter from this office dated May 29, 1981 ; HUD Handbook 7420.7, Chapter 6-5 4. Vacancy Payments; Reference; 24CFR, Section 882,105 5. Computation of Gross Family Contribution; Federal Register/Vol. 45, No. 176/September 9, 1980 6. Selection of Eligible Applicants for Certificates HUD Handbook 7420.7, Chapter 4-9 7. Notification of ineligible families in writing of their status and, right to an informal hearing (Handbook 7420.7, Chapter 4, page 4-5, paragraph 4) 2 8. Certificate Holders Packet (Handbook 7t420.7, Chapter 4, paragraph 1-12C, page 44 and 45) 9. Preferences and priorities contained in the Administrative Plan must agree with those in the EORP. Administrative Plans must be reviewed and updated where necessary, Revisions are to be submitted to this office for review within 90 days from receipt of this notice. ea67"ze-C-' Chie 6/ • , • • August 1981 ORANGE COUNTY HOUSING ASSISTANCE PAYMENTS PROGRAM ADMINISTRATIVE PLAN I. OVERALL APPROACH AND GENERAL OBJECTIVES The overall Objective of the Orange County Housing Assistance Payments Program is to assist as many families as possible, to live in standard housing, when those families could not otherwise afford to do so. This is a program for Orange County residents. Applications taken from outside of the county area are accepted and treated in the same manner as those from Orange County residents. However, certi- ficates from other counties arm not transferred. This decision is based on the very long waiting list and the limited supply of moderate, standard, rental housing in Orange County. The program is known as the Orange County Housing Assistance Payments Program. Effort has been made to emphasize that, while it is administered by the Chapel Hill Housing Authority, the program is an Orange County program. A telephone line is maintained that can be used county-wide. Separate letterhead, checks, etc. , using an Orange County logo, and an office centrally located in Hillsborough, help project an image of a county-wide program. Orientation of planners and inspection staff of Orange County, Hillsborough, Carrboro and Chapel Hill was an important first step in this county-wide effort. Cooperation was established and is maintained with all Social Services agencies in Orange County. The Orange County Housing Assistance Payments Program is under the operational control of the Chapel Hill Housing Authority Board of Commissioners. A separate body made up of elected officials from each jurisdiction is responsible for necessary policy LQRANGE COUNTY HOUSING ASSISTANCE PAYMENTS PROGRAM 317 CALDWELL ST. EXT. CHAPEL HILL. NORTH CAROLINA 27514 MEMORANDUM TO: Chairman and Members of the Orange County Housing Authority FROM: Alvin E. Stevenson, Executive Director, Or. - !-- 'Linty Housing Assistance Payments Progra . DATE: September 1, 1981 SUBJECT: The Department of Housing & Urban Development's Request that All PHA's with Section 8 Existing and/or Moderate Rehabilitation Annual Contributions Contracts Review and Revise their Adminis- trative Plans On June 15, 1981, the Orange County Housing Authority received a memorandum from Mr. George T. Yountz, of HUD's Assisted Housing Management Branch, requesting that all PHA's administering Section 8 Existing and Moderate Rehabilitation Programs review and, where necessary, revise their Administrative Plans (see attached). In response to this request, the Administration has reviewed the Plans and prepared the required revisions. As specified in the HUD memo- randum, the Administrative Plans have been revised to include all changes in Federal Regulations since the inception of these programs and to include changed administrative procedures that have resulted from the new HUD regu- lations. The attached Administrative Plans have been reviewed and approved by the Commissioners of the Chapel Hill Housing Authority, who are referring them to the Orange County Housing Authority for its consideration. The re- vised Plans are to be submitted to the Department of Housing & Urban Develop- ment, not later than September 15, 1981. Please advise if you need additional information on these items. Executive Director to report and recommend adoption. Attachment(s) 3 cc: Mr. Bill Laws, Interim County Manager Ms. Paulette Pridgen-Pond, Clerk to the Board of Commissioners PHONE 96O4556 STATE OF NORTH CAROLINA COUNTY OF ORANGE THIS AGREEMENT, made and entered into this the day of , 1980 , by and between THE COUNTY OF ORANGE, hereinafter referred to as "County" , and the CHAPEL HILL HOUSING AUTHORITY, hereinafter referred to as "Authority" . WITNESSETH: THAT WHEREAS , County has been authorized to institute a county wide Housing Assistance Program to be funded through an Annual. Contributions Contract with the United States Department of Housing and Urban Development, and WHEREAS, the Chapel Hill Housing Authority is a Housing Authority organized and existing under the Housing Authority Laws of North Carolina, and WHEREAS , the Authority has the requisite personnel and the experience in administering a Housing Assistance Program in all of Orange County, and WHEREAS , the Parties hereto do agree that in the interest of the program and its continued implementation, the Chapel Hill Housing Authority is a proper agency to operate such a program for and in behalf of the County of Orange under the terms and conditions hereinafter set forth, and WHEREAS, the Parties hereto desire to reduce their agree- ment with respect thereto in writing. Page 2 NOW, THEREFORE, in consideration of the aforesaid, the Parties hereto do contract and agree as follows : 1. County does hereby contract and agree with Authority for the operation of the county wide Housing Assistance Payments Program, including Section 8 Existing and Section 8 Moderate Rehabilitation, in behalf of the County. 2. This contractual arrangement shall begin on the day of , 1980 , and shall exist and continue for five years from the commencing day. The following Annual Contributions Contracts between the County and the Department of Housing and Urban Development are effective until the dates given. A-77-246 November 28 , 1982 A-77-247 November 28, 1982 A-77-248 November 28, 1982 A-77-5I7 November 28 , 1982 A-79-890 January .8, 1997. 3. That during the existence of this contract and the establish- ment and operation of the program by the Authority, a multi- jurisdictional board (the Coordinating Committee of the Orange County Housing Program) shall have the responsibility for periodic review and recommendation and the Board of Commissioners of the Authority shall have day to day operational control. 4. Authority agrees to transmit to County written reports detailing its operations thereunder at such times as County may request. Page 3 5. The Parties hereto agree that the program to be conducted hereunder shall be as set forth in the Administrative Plans attached hereto as Exhibits A and B. 6. The Parties hereto further agree that the budgets for the operation of said plans by the Authority shall be as set forth in the budget documents attached hereto as Exhibits C and D. IN TESTIMONY WHEREOF, the said Parties have hereunto caused this instrument to be executed in their respective names , and attested with their official seals attached hereto, all the day and year first above written. Page 4 COUNTY OF ORANGE BYop.....■•■■. Chairman ATTEST: Clerk CHAPEL RILL HOUSING AUTHORITY By Chairman ATTEST : tary Executive Secre ORANGE COUNTY lio$PP ADMINISTRATIVE PLAN Page 2 decisions. That body meets on a semi-annual basis and on call if there is a tenant grievance. The program has as a goal, evaluating and aiding the housing problems of the rural sections of the county while giving technical assistance to all of the comunities, and sharing available statistics. Though there are problems with finding standard housing in the Fair Market Rent range, Housing Quality Standards will not be compromised. Housing Quality Standards will be addressed separately. There is great emphasis on "normal tenant/landlord relationships" and staff works toward this. While remaining sensitive to the special needs of low inocime families, elderly and disabled tenants, the problems and positions of the landlord are respected Equal Opportunity protection is given to the program participant, but no special favors are asked or unusual requests made of the landlord on behalf of a tenant. Tenants are always encouraged to deal directly with the landlord about an issue. While priorities may differ scRewhat in the four (4) jurisdictions served, the overall goals of the program are the same. Summarized, they are: 1. To assist a maximum number of families to live in decent housing. 2. To identify this program as an Orange County program. 3. To uphold Housing Quality Standards. 4. To foster and promote normal tenant/landlord relationships. ORANGE COUNTY HAPP ADMINISTRATIVE PLAN Page 3 5. TO maintain all records in a manner which will permit evaluation and study toward a better understanding of the overall housing situation in Orange County. II. OUTREACH TO FAMILIES AND LANDLORDS Initially, staff net with agencies and groups throughout the county to explain the operation of the program. Newspaper articles and television coverage announced the beginning of the Rental Assistance program. As anticipated, response was greater than staff could manage, so except for ongoing caumanication with Social Services agency staffs, orientation to any individual or group that requests that, no formal outreach has been done. Applications are monitored for locality, race, income, bedroom size and family status to make sure there is no group or area that needs extra outreach effort. Applications are taken full time at the Chapel Hill Housing Authority Office and in Hillsborough by appointment. There is a Housing Counselor in the Hillsborough area half of each day, but not always in the office. Initially, applications were taken on a weekly basis in other parts of the county. However, the Hillsborough location is the only location where enough regular interest nukes staff time reasonable. All program applicants are notified by postcard, of their eligibility and informed that their name has been placed on a waiting list. A brochure was developed and used widely during the first few program years. Extra effort was, and is made to personally review the program with any interested landlord or owner. - — — ....6.•-••■._....._........________—..... „........_, ORANGE COUNTY HAPP ADMINISTRATIVE PLAN Page 4 III. SELECTION & NOTIFICATION OF PARTICIPANTS About once a month, or whenever there are program slots available, letters will be sent to families who are at the top of the waiting list advising them of who to call to arrange an appointment to receive a certificate. Applicants are selected according to date and time of application. There are excep- tions to this policy: 1. A family displaced by GOvernnent: Action. Any family being temporarily or permanently relocated by the" Ccumunity Development staff of any Orange County jurisdiction is considered displaced by Government Action. 2. Distribution of bedroom sizes. If it is determined that the program has not met its prescribed bedroom size distribution goal, selection of applicants (until the desired correction is achieved) will be according to bedroom size needed. IV. VERIFICATION OF INCOME, DETERMINATION OF GROSS FAMILY COMMUMW ! All income related factors will be verified. Paycheck stubs, award letters, W-2 forms and signed forms sent to employers will be utilized. Statements of amounts spent for Child care will be accepted when signed by the applicant unless there is reason to doubt the statement. lAmber of family nembers will also be accepted unless there is reason to believe the applicant is uncertain or deliberately falsifying information. ORANGE COUNTY HAPP ADMINISTRATIVE PLAN Page 5 Medical expenses which exceed three percent (3%) of the gross family income can be deducted when determining the Gross Family Contribution. Medical expenses are to be projected for one year and include costs of: Medicine taken regularly; Payment of hospital, doctor and dentist bills; Medical insurance; Eyeglasses and hearing aids; Transportation costs directly related to medical treatment. Clear documentation for all expenses is necessary. Payment of medical bills must be documented. Gross Family Contribution will be computed according to the regulations and all com- putations will be checked for accuracy by a supervisor. V. ISSUANCE OF CERTIFICATE The Certificate will be issued at an individual interview and each certificate holder will be give written material covering the following: 1. Basic program 2. Rent, gross, contract and FMR 3. Housing Assistance Payment 4. Standardness and inspections 5. Lease, discrimination 6. Search period limits ORANGE COUNTY HAPP ADMINISTRATIVE PLAN Page 6 7. Landlord responsibilities 8. Who to call regarding housing and/or problems during the search period. Staff can gauge specifically the major problems the particular certificate holder is going to have, i.e. , high rents, substandard units, landlords who refuse to partici- pate. Attention is then directed to those problems. Transportation assistance will be provided when possible, or in the case of the elderl efforts will be made to secure volunteer help for the certificate holder who is lookinc for housing. A log, with names of all selected applicants, will be kept to facilitate monitoring of time required for housing search and to provide staff with readily available infor- mation as to any family who might need help or an extension of the search period. TWo extensions, not to exceed thirty (30) days each,will be granted when requested. HOUSING QUALITY Housing Counselors have been trained to inspect for Section 8 Housing Quality Standards An inspection is completed prior to every move-in, once each year after that, at move- out, and when requested by either the tenant or the supplier. No conditional approvals are granted. Either a unit passes, or it fails. If it fails, payments will be abated for a given period of tine. The supplier and the participant will be advised in writing of the payment abatement. ORANGE COUNTY HAPP ADMINISTRATIVE PLAN Page 7 Housing Counselors will understand which conditions cause a unit to fail and which conditions should be noted on the inspection report. Suppliers will be notified immediately in writing of any repairs which need to be made or which are recommended. The Unit Supervisor will check inspections for consistency and correctness. He or she will check units inspected by all Housing Counselors, in all areas of the program jurisdiction, and, of all housing types. A record will be maintained of all inspection which have been done by the Unit Supervisor. In areas where there is an Inspection Department, and units are found with code vio- lations which affect the acceptance of a unit in the program, the Housing Counselor may contact the Inspection Department. VII. LEASE APPROVAL Generally our awn lease will be used; however if a supplier wants to use a different lease, the Bouisng Counselor and the Unit Supervisor will review it. If the lease does not contain any prohibited lease provisions, or any other punitive clauses, it will be approved. If the supplier wishes to add a "30 day clause" to the model lease, he may do so. All leases will be for one (1) year, minimum. No payments will be made until the lease has been executed by the supplier, as well as by the program participant. A copy of the lease will be kept in the participant's folder. VIII. RENT REASONABLENESS The Housing Counselor will decide, at the time of the inspection, whether the rent requested by the landlord is tearable to rents in the area, for similar units. ORANGE COUNTY HAPP ADMINISTRATIVE PLAN Page 8 The Counselor will place in the file, a form citing similar units, in the same areas, that have comparable rents. If the Housing Counselor feels that the rent requested is not in line with similar units, the supplier will be told, and will be told what rent would be acceptable by the program. If the supplier wishes to protest, he may first talk with the it Supervisor. If the is still unsatisfied, he may request a hearing, in writing, with the Executive Director. IX. FRAUD Each program participant, every participating landlord, and every Chapel Hill Housing Authority employee shall be notified in writing, at the beginning of participation, of employment, of the practices that would constitute "Fraud" iii the Rental Assistanc4 Program. The letter will also explain what kinds of actions will be taken, should fraudulent activities be discovered (see appendix) . When fraud is suspected, or called to the attention of the staff, the participant wil] be advised and asked for relevant verification. If fraud is present, the payments nab be either stopped, or if it is felt that the fraudulent activity was not intentional, a repayment may be demanded, and Housing Assistance Payments may continue. In any caE the landlord or the participant may request a hearing before the Multi-Family Housing Programs Manager. If a satisfactory resolution of the problem is not acheived, the aggrieved party nay request a hearing in writing before the Alai-Jurisdictional Board The decision of that Board shall be binding on the Housing Authority, but shall not interfere with the right to judicial review, of the aggrieved party. In addition to the "Fraud" letters, every effort is made, while explaining the program to let the landlord or participant clearly understand his responsibilities. .„. . . . ORANGE canry HApp • u • IVE PLAN Page 9 X. PAYMENTS Payments will be determined for each family at the time of Certification, when all income and other factors are verified. Each participant will be instructed to notif' the Housing Counselor about any changes in income or family size which would affect his payment. RAch parent calculation will be reviewed for accuracy. When a lease and contract have been signed, a payment control card will be prepared. The card will note in addition to family identification, the amount of the payment, the name of the landlord, family Characteristics and information about the unit. Fach month, the payment card will be marked when the payment is made. All checks wil be prepared and mailed to be received by the first (1st) of the month. Checks will be signed by two (2) officials of the Chapel Hill Housing Authority. Cop: of checks will be filed in the Accounting Department. Camputer print-outs will be ma tamed, as well as the control cards, in the Section 8 Department. Payments for utilities will be made directly to utility suppliers. Participants will sign a waiver (see appendix) when the certificate is signed, allowing this. The pare will usually be sent to the heating supplier. In soue cases where the amount is largE more than one supplier will receive a check. Checks will be written by a campubar and verified on the control card by staff before mailing. The computer will also maintain year-to-date, and program-to-date totals for each participant and each landlord. The Unit Supervisor will be responsible for the monthly review of each control card, tc make sure annual reviews have been completed and if the participant has reported change ORANGE COUNTY HAPP ADMINISTRATIVE PLAN Page 10 XI. INFORMATION AND ASSISTANCE FOR PARTICIPAWFM1LIES Referrals will be made to all Social Services Agencies in Orange County when program participants present problems. Participants will be encouraged to deal directly with landlords about housing problems. At no tine will the HAP agency request that a participant be allowed to delay paying his portion of the rent, or deny an eviction that is because of non-paymnt of rent. The staff will be responsive to problems related to housing, especially as they relab to any discrimination and will provide counsleing, transportation and housing search assistance in those instances. The staff will be oriented around all available servi( in Orange County and will make special efforts to know those agency personnel. XII. REVIEW OF FAMILY CIRCUMSTANCES, RENTS AND UTILITIES AND HOUSING QUALITY The payment control card prepared for each participating family will be used for one year. Prior to the eleventh (11th) payment, the family will be notified of the need for an annual review and inspection. Payment thirteen (13) will not be made until th4 review and inspection are complete. Interim reviews will be made, and payments changed whenever a change in family size and income are reported. Landlords and families will be advised in writing of any changes. XIII. TERMINATION AND FAMILY MOVES At the tine of selection and issuance of Certificates of Family Participation, each participant will be told about his responsibilities. These will be outlined also, in the lease and Certificate which are given to him. ORANGE COUNTY HAPP ADMINISTRATIVE PLAN Page 11 In the event of eviction, the case will be reviewed to determine whether there has been any violation of the participant's rights. If the eviction is because of non- payment of rent, the family will be terminated fran the program. This provision will be stressed in orientation material given to each family. Owners' requests for eviction will be reviewed pramptly by the Housing Counselor and the Multi-Family Housing Programs Manager. Owners will be notified within seventy-tw (72) hours if the request is to be denied. Claims for payments of vacant units will be handled on a case-by-case basis; as well as claims for "security deposit" money to pay for damages. Inspection of the unit is mandatory and verification of appropiiate advertising may be necessary. Docurrentatia will be included in the participant's folder. When a family is terminated fran the program, selection of a replacement family will be made from the waiting list and that family will be notified immediately. Families may move if proper notice is given. Families are encouraged to rime if the =me clearly upgrades housing quality. If a family moves, a new lease and contract as executed, and it is then discovered that a damage payment is required to the old land] from the agency, the tenant and the new landlord will be notified, in writing, immedia that the amount must be repaid to the agency prior to the next year's contract. Insta ment payments will be acceptable. The control card is noted, so that no second (2nd) year contract will be executed if the required payment is not made. Terminations for reasons of Gross Family Contribution exceeding the Housing Assistance Payments are made at the end of the contract year. Payments are abated until that Um and the participant Payment Control Card is placed in a Suspense File. ORANGE COUNTY BAPP ADMINISTRATIVE PLAN Page 12 If a landlord terminates a lease and it is not the fault of the tenant (i.e., non- pant of rent) the tenant is issued a new Certificate, his Control Card is placed in a Suspense File, and he has sixty (60) days (optional extensions) to relocate. XIV. COMPLAINTS AND APPEALS Any grievances which have to deal with agency determinations, will be heard by the Boi set up for that purpose by the Chairman of the Molti-Jurisdictional Board. All deter minations will, bo=, mad- with participant understanding as primary goal to avoid unnece ssary hearings. Determinations by that Board shall be binding on the Chapel Hill Housing Authority, but shall not interfere with further legal action an the part of tl aggrieved party. XV. MONITORING PROGRAM PERFORMANCE Careful nonitoring will be done. A report will be available to the Chapel. Bill Housir Authority and to the Orange County Cournissioners around these functions. 1. Applications - number received in each jurisdiction; overall characteristics of applicants. 2. Selection, Certification and Issuance of Certificates - number of applicants selected and certified; comparison of applicant characteristics. 3. Participants - number of families in payffent; characteristics of those families (including average payment) . Separate accounting reports will be available to either Board upon request. ORANGE COUNTY HAPP ADMINISTRATIVE PLAN Page 13 Planning Departments of all four (4) jurisdictions will be able to examine Control Cards when necessary; to determine relevant statistics for Housing Assistance Plans. XVI. STAFF The Chapel Hill Housing Authority contracts with the Orange County Public Housing Authority to administer the Orange County Housing Assistance Payments Program. Alvin E. Stevenson, Executive Director of the Chapel Hill Housing Authority is responsible for that contract and for overseeing the program and implementation of the contract. Mary J. MCCallister, Multi--Family Housing Programs Manager, Chapel Hill Housing Autho: directly supervises all functions of the program and assists staff in all functions, when necessary. She is responsible for monitoring, designing and evaluating all repo: and monitoring systems. She supervises the Unit Supervisor, who is responsible for supervision of Housing Counselors and a Clerk-Typist. The Unit Supervisor is respons. for Quality Control of Inspections, correct and timely payments and for direct super- vision of Housing Counselors and a Clerk-Typist. There will be one (1) Housing Counselor for apTicuximately, each two-hundred (200) fand lies. The Housing Counselor is responsible for the issuance of the Certificate, inspections, leases and contracts, and re-examination at yearly intervals. The Housir Counselor is responsible for counseling to the participant and landlord whenever that is requested. The Clerk-Typist will support the Section 8 Staff, generally. The Receptionist, as well as the Clerk-Typist will take applications with assistance (when necessary) from other staff.' Fr THE CHAPEL HILL HOUSING AUTHORITY 317 CALDWELL STREET EXTENSION CHAPEL HILL,N C.27514-TELEPHONE 968-4556 ALVIN E,STEVENSON EXECUTIVE DIRECTOR Dear The Department of Housing and Urban Development has conveyed to us its serious concerns about violations of the Section 8 Existing Housing Program requirements . The HUD Office of Inspector General ( IG) has recei ly identified cases of fraud by Public Housing Agencies ( PHAs) and theil employees , owners/managers , and tenants participating in the Section 8 Existing Housing Program. In order that the Department may provide Section 8 Housing Assist- ' ance to as many needy families as possible , all participants in this HUI sponsored program must properly utilize Government funds and follow Dept mental policy requirements . Incidencies of fraud , willful misrepresenta- tion , or intent to deceive with regard to the Section 8 Existing Housinc Program are criminal acts . If you are suspected of committing any fraud( lent actions , we are required to refer the matter to the proper authorii for appropriate action. This could lead to an investigation of the allec tion and could result in your being accused of a Federal crime . You cou' also be terminated from participation in the Program. Some examples of fraud involving PHA employees identified by the investigation included : 1 . Accepting payments from owners/managers to certify sub- standard units as standards ; 2 . Certifying as eligible otherwise ineligible applicants , or coaching applicants to falsify documents ; 3. Changing an applicant ' s position on the waiting list ; 4 . Accepting kick/backs from owners/managers/tenants to allow rents in excess of the reasonable rent limitations . We urge you to report any violations of the Section 8 Existing Housing Program. These violations should be reported immediately rather than to continue in non-compliance with Program requirements . If you know of any violations of fraud committed by other persons , including other PHA employees , tenants , or owners , please contact Mary J . McCallister at 968-4556 . Also , please contact Mary McCallister if yot have any questions . Attached are letters we are sending to owners and tenants partici - pating in the Section 8 Existing Program. We will take any action warrar ed to ensure that cases of fraud are prevented or prosecuted and are working with HUD to accomplish this task. THIS LETTER IS REQUIRED BY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT , AND IN NO WAY REFLECTS ON YOUR PERFORMANCE . Thank you for your cooperation , ORANGE COUNTY HOUSING ASSISTANCE PAYMENTS PROGRAM 317 CALDWELL.ST EXT. CHAPEL HILL NORTH CAROLINA 27514 Dear The Department of Housing and Urban Development (HUD) has conveyed to us its serious concerns about violations of the Section 8 Existing Housing Program require- ments. The HUD Office of Inspector General (IG) has recently identified cases of fri by Public Housing Agencies (PHAs) and their employees, owners/managers, and tenants participating in the Section 8 Existing Housing Program. In order that the Department may provide Section 8 housing assistance to as many needy families as possible, all participants in this HUD sponsored program must properly utilize Government funds and follow Departmental policy requirements. Incidences of fraud, willful misrepresentation, or intent to deceive with regard to the Section 8 Existing Housing Program are criminal acts. If you are suspected of committing any fraudulent actions, we are required to refer the matter to the proper authority for appropriate action. This could lead to an investigation of the allegation and could result in your being accused of a Federal crime. You could also be terminated from participation in the program. Some examples of fraud involving owners/managers identified by the IG's investigation included: 1. Requiring extra ("side") payments in excess of the family's share of the rent. As you know, any payment in excess of the rent must receive prior approval by us. 2. Collecting assistance payments for units not occupied by Section 8 tenants. 3. Bribing PHA employees to certify substandard units as standard. We urge you to report any violations of the Section 8 Existing Housing Program. These violations should be reported immediately rather than to continue in non- compliance with program requirements. If you know of any violations or fraud committed by other persons, including PHA employees, tenants, or other owners, please contact Mary J. McCallister at 968- 4556. Also, please contact the Section 8 Staff if you have any questions. In addition, we are writing to tenants who are receiving Section 8 Housing Assistance Payments requesting their assistance in preventing abuses of this program. We will take any action warranted to ensure that cases of fraud are prevented or prosecuted and are working with HUD to accomplish this task. Thank you for your cooperaIjon, wen/ Mary J McCallister Housg Programs Manager MJM:bbm PFACMIC [ ,,, - • ORANGE COUNTY ti HOUSING ASSISTANCE PAYMENTS PROGRAM 317 CALDWELL ST. EXT. CHAPEL HILL NORTH CAROLINA 27514 f-: .f, a.- .;, Dear The Department of Housing and Urban Development is seriously concerned about i fraud in the Section 8 Existing Housing Program and has asked us (the PHA) to send this reminder to all families in the program. Going along with these simple rules will help you stay in the Section 8 Existing Housing Program and help the program [ run fairly and honestly. Not following these rules could result in referral of the matter for investigation and your being accused of a Federal crime. Whenever appropriate, we will ask you for information about your income and your family size so we can make sure that you are paying the right rent to your landlord and that your house or apartment is the right size for your family. When we ask for this information, be sure to: 1. Let us know about all income received by members of your household and .income that you expect to receive in the next year. Many people forget income from second jobs, overtime, part-time jobs, and income received from child support. 2. Let us know the name of everyone expected to live in your household in the next year. If your family size increases, we will try to help you find a larger place to live. Your rent payment to your landlord must not be more than the amount in your lease that we calculated at the time of our review. If you are now paying (or if your landlord asks for) any money in addition to this payment, please report this to us at once. We will determine if these extra payments are legal . Most of these payments are illegal and appropriate action will be taken against the landlord. We will review your case and get back to you shortly. If necessary, we will help you find another place to live. It is very important that you report all income and any changes in the number of people living with you. We urge you to be sure that you are meeting these respon- sibilities so that you will continue to receive assistance, and so that this program can serve as many families as possible. If you know of any cases of fraud by landlord and/or PHA employees, or if you have any questions on this subject, please call Mary J. McCallister at 968-4556. Thank you for your cooperation, C.- , 111 'vial, Mary . McCallister Hot ing Programs Manager MJM:bbm PHONE CiSR.A;cA, t)! WAIVER I , , hereby agree to waive Section 882.210C of the Federal Regulations , Title 24, Chapter VIII which states , in part, that "If the Gross Family Contribution minus the rent credit is less than the allowance for utilities and other services , the PHA shall pay the difference directly to the family." I hereby authorize the Orange County Housing Assistance Payments Program to send any amount which is available for utility assistance directly to a utility supplier on my behalf. Signature of Participant Signature of Witness Date ************************************************************************ LIST BELOW THE PARTICIPANT'S UTILITY SUPPLIER(S) . BE SURE TO NOTE WHETHER IT IS DUKE CHAPEL HILL, HILLSBOROUGH, OR MEBANE. BE SURE TO NOTE WHETHER IT IS PUBLIC SERVICE GAS CHAPEL HILL OR MEBANE. (Utility Supplier--First Choice) (Account Number) --HEAT SOURCE SHOULD BE FIRST CHOICE OF UTILITIES-- (Utility Supplier--Second Choice) (Account Number) NO UTILITY ASSISTANCE WILL BE ISSUED TO ANY PARTICIPANT UNTIL WE HAVE A SIGNED WAIVER AND NAME OF CURRENT UTILITY SUPPLIER. Counse1Qi Fifth Year Type of Unit ; Name : ID Contract Apartment Jurisdiction Mobile Home Moved: Prior to Move: _ PAYMENTS TO DATE : RENT $ Detached Participant Deposit Responsibility $ UTIL $ # Comments : PAYMENT RECORD; Month Amount Payment Made Supplier; Partial R U R U 1. 2 PROFILE ; # of # in # of 3. Date Sex Race Age Inc. Minors Family Workers 4. 5 , 6 . 7 8, Family Displacement 10 . Status Status 11. 12 . PAYMENT INFORMATION; Landlord Participant Net Source of Medical and Total Shopping Gross Payment-Date Payment Payment Income Income Unusual Expenses Allowances Credit $ $ $ $ $ $ UNIT INFORMATION; # of Utilities Included Utility Contract Address Date Bedrooms In Rent Allowance Rent FMR Jurisdiction $ $ $ Termination Date: _ Number of Payments Received Reason: Amount RENT Paid $ Amount UTILITIES Paid - - -$ VACANCY LOSS Paid $ #998 UTILITY INFORMATION: DAMAGES/UNPAID RENT Paid- -$ #995 TnTAT riF 40QG t_ 4000 - DEFINITIONS 1. HUD 2. PHA 3. Owner/Supplier 4. Existing Housing S. Eligible Family 6, Lower Income Family 7. Very Low Income Family 8. Large Very Low Income Family 9. Very Large Lower Income Family 10, Head of Family 11. Spouse 12. Minor 13. Full-time Student • 14. Annual Income 15, Income for Eligibility 16. Unusual Expenses 17, Gross Family Contribution 18. Allowances • 19. Fair Market Rent 20. Gross Rent 21. Contract Rent 22. Allowance for Utilities 23. Utilities 24. Net Family Assets 25. Medical Expenses 26. Annual Contributions Contract 27. Minimum and Maximum Rents 28. Lease 29. Housing Quality Standards 30. Finders-Keepers Policy 31. Recertification • STATEMENT OF POLICY AND PROCEDURES 1. Eligibility for Admission 2. Applications 3. Income Limits 4. Rents 5. Certificate of Family Participation 6. Leasing of Dwelling Units 7, Interim Redetermination of Rent 8_ Computation of Family Income 9. Deductions 10. Assets 11. Misrepresentation of Facts 12. Evictions 13. Housing Assistance Payments to Owners 14. Security & Utility Deposits 1 . 15. Briefing of Certificate Holders 16. Responsibilities of the Owner 17. Responsibilities of the Family 18. Responsibilities of the PHA 19. Equal Opportunity Requirements DEFINITIONS 1. HUD. The Department of Housing and Urban Development or its designee. 2. PHA. Public Housing Agency. Any State, county, municipality or other governmental entity or public body (or agency or instrumentality thereof) which is authorized to engage in or assist in the development or operation of housing for low-income families. 3. OWNER/SUPPLIER. Any person or entity, including a cooperative, having the legal right to lease or sublease Existing Housing. 4. EXISTING HOUSING. Housing that is in decent, safe and sanitary con- , dition. 5. ELIGIBLE FAMILY. A Family which qualifies as a Lower-Income Family and meets other requirements of the Act. Family includes an elderly, handi- capped, disabled, or displaced person and the remaining member of a tenant family. 6. LOWER INCOME FAMILY. A Family whose income does not exceed 80 percent of the median income for the area as determined by HUD with adjustments for smaller or larger families. 7. VERY LOW INCOME FAMILY. A Family whose income does not exceed 50 per- cent of the median income for the area, as determined by HUD, with adjustments for smaller or larger families. 8. LARGE VERY LOW INCOME VAMILy. A Family whose income does not exceed 50 percent of the median income for the area and which includes six (6) or more minors, or any lower income family with medical or unusual expenses which exceed 25Z of income. 9. VERY LARGE LOWER INCOME FAMILY. A Family whose income does not exceed 80 percent of the median income for the area and which includes eight (8) or more minors. 10. HEAD OF FAMILY. The family member who is held responsible and accountable for the family (normally considered to be the lessee) . 11. SPOUSE. The husband or wife of the head of the household. 12. MINOR. A member of the Family household (excluding foster children) other than the Family head or spouse, who is under 18 years of age or is a full-time student. 13. FULL-TIME STUDENT. A Family member who is carrying a subject load which is considered full-time for day students under the standards and practices of the educational institution attended. K 14. ANNUAL INCOME. Income from all sources anticipated to be received for the 12-month period following the date of determination of income by the Family head (even if temporarily absent) and each additional member of the Family household who is not a minor. 15. INCOME FOR ELICIBILITY. The anticipated total annual income of a family computed in accordance with whether or not a Family is a lower-income Family or a Very Low-Income Family (except where a family has Net Family Assets in excess of $5,000, income shall include the actual amount of income, if any, derived from all of the Net Family Assets or 10% of the value of all such assets, whichever is greater) . 16. UNUSUAL EXPENSES. Amounts paid by the Family for the care of Minors under 13 years of age or for the care of disabled or handicapped Family household members, but only where such care is necessary to enable a Family member to be gainfully employed, and the amount allowable as "Unusual Expenses" shall not exceed the amount of income from such employment. 17. GROSS FAMILY CONTRIBUTION. The portion of the gross rent payable by an eligible family. 18. ALLOWANCES. $300 for each Minor; Medical expenses which exceed 3 percent of the Annual Income and Unusual Expenses. 19. FAIR MARKET RENT. The rent, including utilities (except telephone) , ranges, refrigerators, and all maintenance, management, and other services, which, as determined at least annually by HUD, would be re- . quired to be paid in order to obtain privately owned, existing, decent, safe, and sanitary rental housing of modest (non-luxury) nature with suitable amenities. 20. GROSS RENT. The Contract Rent plus any Allowances for Utilities and Other Services 21. CONTRACT RENT. The rent payable to the Owner under his Contract including the portion of the rent payable by the Family. 22. ALLOWANCE FOR UTILITIES. An amount determined by the PHA as an allowance for the cost of utilities (except telephone) and charges for other services payable directly by the Family. Where the Family pays directly for one or more utilities or services, the amount of the Allowance is deducted from the Gross Rent in determining the Contract Rent and is included in the Gross Family Contribution. 23. UTILITIES. Includes water, electricity, gas, other heating, refrig- eration and cooking fuels, trash collection and sewerage services. Telephone service is not included as a utility. (NOTE: Trash collec- tion for Rent purposes only includes both trash and garbage collection). Tf,r 24. NET FAMILY ASSETS. The value of equity in real property, savings, stocks, bonds, and other forms of capital investment. Furniture and automobiles are not included. 25. MEDICAL EXPENSES. Medical expenses which are to be anticipated and paid during the 12-month period for which the Annual Income is computed, and which are not covered by insurance (however, premiums for such insurance may be included as medical expenses) . 26. ANNUAL CONTRIBUTIONS CONTRACT. ("ACC") A written agreement between HUD and a PHA to provide annual contributions to the PHA to cover housing assistance payments and other expenses. 27. MINIMUM AND MAXIMUM RENTS. Families will pay not less than 15% of Adjusted Income and not more than 25% of Gross Income. 28. LEASE. A written agreement between an Owner and an Eligible Family for the leasing of an Existing Housing Unit in accordance with the Contract. 29. HOUSING QUALITY STANDARDS. Housing used under this program must meet the Performance Requirements and Acceptability Criteria as set forth in 882. 109, 24 CFR. 30. FINDERS-KEEPERS POLICY. A holder of a Certificate of Family Partici- pation shall be responsible fur finding an Existing Housing Unit suit- able to the holder's needs and desires in any area within the PHA's jurisdiction. (A holder of a Certificate may select the unit which the holder already occupies if the unit qualifies as Existing Housing) . 31. RECERTIFICATION. Annual review of a Family's income, composition and exceptional medical or other unusual expenses, "A! STATEMENT,OF POLICY AND PROCEDURES 1. EL1CIBILITY FOR ADMIS6ION, The Chapel Hill Housing Authority shall issue a "Certificate of Family Participation" to families who meet the followIng requirements;' a. Qualify as lower or Very Low Income Families. b. Family income does not exceed the applicable income limits for admission presctibed by HUD. 2. APPLICATIONS. Applications for Housing Assistance Payments will be accepted subject to the following conditions: a. Applications will be processed regardless of race, color, creed or national origin of the family applying. b. No attempt will be made to deny a certified family the opportunity to rent a standard dwelling unit suitable to the family's needs. c. The PHA shall certify families by date of application. At least thirty (30) percent of the families certified shall be Very Low Income Families at admission. At annual reexaminations the PHA will ascertain whether 30 percent of all the assisted families are Very Low Income Families and if the percentage is lower than 30 percent, shall thereafter issue Certificates of Family Participation to achieve a 30 percent level. d. The PHA will establish and maintain a waiting list for applicants for Certificates of Family Participation. If the PHA determines that it cannot issue any more Certificates, all applicants will be placed on the waiting list. The PHA will notify the families of this fact. The PHA shall maintain a system to assure that it will be able to honor all outstanding Certificates of Family Participation within its Annual Contributions Contract. 3. INCOME LIMITS. The income limits established by the Department of Housing and Urban Development will be used to determine eligibility of Family Participation. 4. RENTS. The sum of the Contract Rent and any allowance for Utilities and other services shall not exceed applicable Fair Market Rents which have been established by HUD. The PHA shall determine and so certify that the Contract Rent for the dwelling unit for which it approves a lease does not exceed a rent that is reasonable in relation to the locality, quality, amenities, facilities, management and maintenance of the unit. P 5. CERTIFICATE OF FAMILY PARTICIPATION. The Certificate of Family Partici- pation shall expire at the end of 60 days unless within that time the Family submits a Request for Lease Approval. If a Certificate expires or is about to expire a Family may submit the Certificate to the PHA with a request for an extension. If the Family is making an effort to locate suitable housing and the PHA feels there is a reasonable possibility that the Family may find a suitable unit, an ex- tension of up to 60 days may be granted. A determination by the PHA that no further extensions shall be granted shall not preclude the Family from filing a new application for another Certificate. If an assisted family notifies the PHA that it wishes to obtain another Certificate of Family Participation for the purpose of finding another dwelling unit, or that it has found another unit, the PHA shall issue another Certificate or process a Request for Lease Approval, as the case may be, unless the PHA determines that the Owner is entitled to payments or funds on account of non-payment of rent or other amount owed under the Lease. [ Families determined ineligible by the PHA shall be notified by letter of the reason and that he or she has the right, within 10 days, to request an informal hearing. The PHA shall retain for three (3) years a copy of the application, notification letters, applicants response and, if any, the record of any informal hearing and a statement of final disposition. 6. LEASING OF A DWELLING UNIT. An applicant shall apply for a Certificate of Family Participation and when approved shall be responsible for finding a housing unit suitable to the holder's needs and desires in an area within the PHA's jurisdiction. A holder of a Certificate may select the dwelling unit he already occupies if the unit qualifies. When a Family has a unit it wants and the Owner has agreed to lease, the Family shall submit to the PHA a Request for Lease Approval signed by the Owner of the unit and the Family. A copy of the proposed lease, complete except for entry of the portion of monthly rent the Family shall be obligated to pay the owner, shall also be submitted to the PHA. When the applicant has accomplished the above, the PHA will accomplish the following: a. Determine whether the Contract Rent is approvable in accordance with the Fair Market Rent Schedule. b. Determine the allowance for any utilities or services which the Family is to pay directly. c. Determine that the unit is decent, safe and sanitary in accordance with the Housing Quality Standards. d. Notify the Owner and the Family by mailing the approval or disapproval form. A copy will be maintained in the applicant's folder. e. If approved, the PHA will enclose two copies of a Housing Assistance Contract to be signed and returned. The PHA will upon return of the Contract, execute the Contract by the first day of occupancy specified in the Lease and return an executed copy to the Owner. • At least once annually the PHA will: a. Inspect the unit to assure that the Owner and Tenants are meeting their obligations to maintain the unit in a decent, safe and sanitary condition. All records of inspection shall be maintained in the tenant's folders for three (3) years. b. A written reapplication shall be submitted by a responsible member of the Family and shall set forth all data and information necessary for a redetermination of the amount of housing assistance payment which should be made with respect to the Family. c. Reexamine the Family income, composition, extent of medical or other unusual expenses and redetermine the amount of Gross Family Contribution and the amount of Housing Assistance Payment in accordance with the current schedules and criteria established by HUD. d. Determine an adjustment, if any, as of any anniversary date of the lease not to exceed the annual adjustment factor for any substantial change in Utility rates may be made. e. Determine if the unit size is still appropriate for the family size. If the unit is no longer appropriate the Family and the PHA shall try to find an acceptable unit as soon as possible. If an acceptable unit is found that is available for occupancy by the Family, and the Lease with the first Owner can be terminated in accordance with its terms, the Contract with the first Owner shall be terminated and housing assistance payments shall be made available to the Family for occupancy in the acceptable unit. Housing Assistance Payments will not be terminated unless the Family rejects without good reasons the offer of a unit which the PHA judges to be acceptable. 7. INTERIM REDETERMINATION OF RENT. Rent will be adjusted between regular reexamination of changes in income or family size occur. 8. COMPUTATION OF FAMILY INCOME. All income of family members excluding minors and full-time students, anticipated to be received for the next twelve months must be considered during the computation of total family income. (The head of a family or spouse will not be considered a minor) . Income shall include, but not be limited to the following: a. The gross amount, before any payroll deductions, of wages and salaries, overtime pay, commissions, fees, tips, and bonuses. b. The net income from operation of a business or profession or from rental of real or personal property. (For this purpose, expenditures for business expansion or amortization of capital indebtedness shall not be deducted to determine the net income from a business. c. Interest and dividends. d. The full amount of periodic payments received from social security, annuities, insurance policies, retirement funds, pensions, disability or death benefits and other similar types of periodic receipts. e. Payment in lieu of earnings, such as unemployment and disability compensation, workmen's compensation and severance pay. f. Public Assistance Grants. g. Periodic and determinable allowances, such as alimony and child support payments, and regular contributions or gifts received from persons not residing in the unit. h. All regular pay, special pay and allowances of a member of the Armed Forces (whether or not living in the unit) who is head of the family or spouse. THE FOLLOWING ITEMS WILL NOT BE CONSIDERED AS INCOME: a. Casual, sporadic or irregular gifts. b. Amounts which are specifically for or in reimbursement of the cost of medical expenses. c. Lump-sum additions to Family assets, such as inheritances, insurance payments (including payments under health and accident insurance and workmen's compensation) , capital gains and settlement for personal or property losses. d. Amounts of educational scholarships paid directly to the student or to the educational institution, and amounts paid by the Government to a Veteran for use in meeting the costs of tuition, fees, books and equipment. Any amounts of such scholarships, or payments to veterans, not used for the above purposes or which are available for sub- sistance are to be included in income. e. The special pay to a serviceman head of a family away from home and exposed to hostile fire. f. Relocation payments made pursuant to Title II of the Uniform Reloca- tion Assistance and Real Property Acquisition Policies Act of 1970. g. Foster child care payments. h. The value of coupon allotments for the purchase of food pursuant to the Food Stamp Act of 1964 which is in excess of the amount actually charged the eligible household. i. Payments received pursuant to participation in the following volunteer • programs under the ACTION Agency: 1) National Volunteer Antipoverty Programs which include VISTA, Service Learning Programs and Special Volunteer Programs. 2) National Older American Volunteer Programs for persons aged 60 and over which include Retired Senior Volunteer Programs, Foster Grandparent Program, Older American Community Services Program, and National Volunteer Program to assist Small Business Experience, Service Corps of Retired Executive (SCORE) and Active Corps of Executives (ACE) . 9. DEDUCTIONS a. Unusual Medical Expenses in excess of 3% of total family income, are those which are anticipated to be paid during the twelve-month period for which Annual Income is computed, and which are not covered by insurance. Premiums for such insurance may be included as medical expenses when paid by the family member. b. Child care for minors under the age of 13 or care for a disabled/ handicapped family member, when necessary to enable a family member to be gainfully employed, can be deducted. The deduction cannot exceed the amount of income from such employment. c. An amount of $300.00 per minor will be deducted from Total Family Income. d. An amount of $300.00 for each full-time student will be deducted from Total Family Income. 10. ASSETS. Assets means the value of equity in real property, savings, stocks, bonds, and other forms of capital investment. The value of furniture and automobiles are excluded. Any income producing assets will be included in total family income. 11. MISREPRESENTATION OF FACTS. If at any time the investigation reveals the tenant misrepresented facts which caused him or her to be classed as eligible when in fact he or she was ineligible, the Certificate of Family Participation shall be cancelled. If such misrepresentation resulted in payment of a lower rent than should have been paid, he or she will be required to pay the difference to the PHA, and in justificable cases, the PHA may take such action as it deems advisable. 12. EVICTIONS. An Owner shall not evict any Family unless the Owner complies with the requirements of local law and of this policy. The Owner shall give the family a written notice of the proposed eviction, stating the grounds and advising the Family that it has 10 days within which to respond to the Owner. The Owner must obtain the PHA's authorization for an eviction; accordingly, notice shall also state that the Family may, within the same period, present its objections to the PHA in writing or in person. The PHA shall forthwith examine the grounds for eviction and shall authorize the eviction unless it finds the ground to be insufficient under the Lease. The PHA shall promptly notify the Owner and the Family of its determine- . don (no later than 20 days of the date of the notice to the Family) whether or not the Family has presented objections to the PHA. If the Owner has not received a response from the PHA within the 20 day period, he shall telephone the PHA. If the PHA states no notice has been mailed within this, period the PHA shall be deemed to have authorized the eviction. 13. HOUSING ASSISTANCE PAYMENTS TO OWNERS. Housing Assistance Payments shall “ be paid to an Owner in accordance with his Contract for the dwelling unit under lease by an Eligible Family. These housing assistance payments will cover the difference between the Contract Rent and the portion of said rent payable by the Family as determined in accordance with HUD established schedule and criteria. If an eligible Family vacates its unit in violation of the provisions of the Lease of tenancy agreement, the Owner shall receive housing assis- tance payments in the amount of 80 percent of the Contract for a vacancy period not exceeding 60 days or the expiration or other termination of the Lease or tenancy agreement, whichever comes first; provided, however, that if the Owner collects any of the Family's share of the rent for this period in an amount which, when added to the 80 percent payments, results in more than the Contract Rent, such excess shall be payable to HUD or as HUD may direct; and provided further, that if the vacancy is the result of action by the Owner, the Owner shall not receive any payment under this paragraph if his action was in violation of the Lease or the Contract or any applicable law or if the Owner fails to comply with the regulations pertaining to evictions. The OWNER shall not be entitled to any payment under the paragraph above unless he : a. Immediately upon learning of the vacancy, has notified the PHA of the vacancy or prospective vacancy. b. Has taken and continues to take all feasible actions to fill the vacancy including, but not limited to, contacting applicants on his waiting list, if any, requesting the PHA and other appropriate sources to refer eligible applicants, and advertising the availability of the units, and c. Has not rejected any eligible applicants except for good cause acceptable to the PHA. The OWNER shall provide all the services, maintenance and utilities which he agrees to provide in the Contract, subject to abatement of housing assistance payment or other applicable remedies if he fails to meet these obligations. If theIHA notifies the OWNER that he has failed to maintain a dwelling unit in decent, safe and sanitary condition and the Owner fails to take corrective action within the time presecribed in the Notice, the PHA may exercise any of its rights or remedies under the Contract, including abatement of housing assistance payments (even if the Family continues in occupancy) and termination of the Contract. If the Family wishes to be rehoused in another unit with Section 8 assistance and the PHA deter- mines to terminate the Housing Assistance Payments Contract, the PHA shall issue to the Family another Certificate of Family Participation. 14. SECURITY AND UTILITY DEPOSITS. An Owner may require a Family to pay a Security Deposit in an amount equal to the amount payable by the Family toward one month's Gross Rent t Families shall be expected to obtain the funds to pay security and utility deposits, if required, from their own resources and/or other private or public sources. If a Family vacated the unit, the Owner may use the deposit as reimburse- ment for any unpaid rent or other amounts owed under the Lease. If the Family has irovided a Security Deposit, and it is insufficient for such reimbursement, the Owner may claim reimbursement from the PHA, not to exceed an amount equal to the contract rent, minus the security deposit or minus the security deposit that should have been collected. • If theIhmily vacated the unit owing no rent or other amounts under the Lease, or if such amount is less than the amount of the security deposit, the Owner thall refund the full amount or the unused balance, as the case may be, to the Family. 15. BRIEFING OF CERTIFICATE HOLDERS. When a Family initially receives its Certificate of Family Participation, a full explanation of the following shall be provided by the PHA to assist the Family in finding a suitable unit and to apprise the Family of its responsibilities and the responsibi- lities of the Owner. Individual sessions will be held and adequate opportunity shall be provided for Families to raise questions and to discuss the information provided. a. Family and Owner responsibilities under the Lease and Contract; b. How to find a suitable unit; c. Applicable housing quality standards and procedures for Family and Owner inspections and for their individual certifications of compliance with those standards; d. Significant aspects of the applicable State and local laws; and e. Significant aspects of Federal, State and local fair housing laws. 16. RESPONSIBILITIES OF THE OWNER. The owner shall be responsible for perform- ing all of his obligations under the Contract and Lease. The Owner's responsibilities shall include but not be limited to: • a. Performance of all management and renting functions; * or $50.00, whichever is greater. b. Payment for utilities and services (unless paid directly by the Family) ; c. Performance of all ordinary and extraordinary maintenance; d. Collection of Family rents; fr e. Preparation and furnishing of information required under the Contract ; and f. Compliance by the Owner with Equal Opportunity requirements. 17. RESPONSIBILITIES OF THE FAMILY. A Family receiving housing assistance • shall be responsible for fulfilling all its obligations under the Certi- ficate of Family Participation issued to it by the PHA and under the Lease with the Owner. 18. RESPONSIBILITIES OF THE PHA. The PHA (in administering its ACC with HUD) shall be responsible for the following: a. Publication and dissemination of information concerning the avail- : ability and nature of housing assistance for Lower-Income Families; b. Public invitation of Owners to make dwelling units available for leasing by Eligible Families and development of working relationships and contacts with landlords and appropriate associations and groups; c. Receipt and review of applications for Certificates of Family Parti- cipation and maintenance of a waiting list; d. Issuance of Certificates of Family Participation to Eligible Families; e. Notification of families determined to be ineligible; f. Provision to each Certificate holder of basic information on applicable housing quality standards and inspection procedures, search for and selection of housing, landlord and tenant responsibilities, and basic program rules; g. Determination of amounts of Gross Family Contributions; h. Determination of amounts of housing assistance payments; i, Review of and action on Requests for Lease Approval; j . Making of housing assistance payments; k. Reexaminations of Family Income, composition, and extent of exceptional medical or other unusual expenses, and redeterminations, as appropriate, of the amount of Gross Family Contribution and amount of housing assistance payment in accordance with HUD-established schedules and criteria; k � ~ 1. Kedececm1naci*oa of amount of rent payable by the Family and amount of housing assistance payment in accordance with HUD-established schedules and criteria as a result of an adjustment by the PHA of any applicable Allowance for Utilities and Other Services; m' Inspections prior to leasing and inspections at least annually to determine that the units are maintained in decent, safe and sanitary conditions, and notifications to Owners and Families of PHA determinations; n. Authorization of evictions; o. Administration and enforcement of contracts with Owners and taking of appropriate actions in case of noncompliance or default; and p. Compliance by the PHA with equal opportunity requirements. 19- EQUAL OPPORTUNITY REQUIREMENTS. The PHA by participating in the Section 8 program agrees co comply with Title VI of the Civil Rights Act of 1964, Title VIII of the Civil Rights Act of 1968, Executive Order I1063 and all rules, regulations, a/uizequirementa issued pursuant thereto. The PHA shall comply with Section 3 of the Housing and Urban Development Act of 1988 and all applicable rules, regulations, and requirements. ADMINISTRATIVE PLAN ORANGE COUNTY SECTION 8 MODERATE REHABILITATION PROGRAM **** **** CHAPEL HILL HOUSING AUTHORITY ALVIN E. STEVENSON EXECUTIVE DIRECTOR ADMINISTRATIVE PLAN Revision Number 1 August 25, 1981 I . Statement of Overall Approach and Objectives A. Program Objectives The Orange County Moderate Rehabilitation Program plans to operate with the following objectives and program goals paramount: 1. To provide standard housing on the private market to one hundred low income families over a long period of time, at rent that is affordable to them; 2. To prevent the displacement of low income families throughout Orange County, where private investors find provision of student and faculty housing more lucrative; 3. To complement Small Cities and Community Development Programs in Chapel Hill , Hillsborough, and Carrboro through joint planning with these communities , and where feasible, to use grant money from these programs to finance rehabilitation in the Moderate Rehabilitation Program; and, 4. To further unify housing development efforts and housing standards throughout Orange County. To accomplish these broad goals , the Section 8 Existing staff of the Chapel Hill Housing Authority, which is familiar with the entire County and has a good relationship with landlords in the County, will be working closely with the Rehabilitation staff of the Housing Authority, who will be performing the rehabilitation functions of the program. Vacant Moderate Rehabilitation units, within a given area, will be used to relocate eligible families displaced in those areas because of Community Development activity. The Executive Director of the Housing Authority, the Multifamily Housing Programs Manager and the Housing Rehabilitation Manager have met with planning staff in all jurisdictions to review the program and plan for its most effective use in each area. B. Administrative Approach Administration of the program will be by the Chapel Hill Housing Authority. The Executive Director will be responsible for the overall program and the proper administration of the contract. The Rehabilitation staff will be responsible for the following functions: 1. Informal outreach to owners, lenders, and contractors, such as answering of inquiries and issuing of Proposal packets when indicated or reauested. . ~~� ` ' 2 2. Development of the Proposal packet for owners. 3. Initial inspection of units proposed for the program. 4. Determination of family eligibility, if unit is occupied. 5. Proposal review and selection. 6' Preparation or review of detailed work write-ups and cost estimates. 7. Preliminary Feasibility Analysis, using rough cost estimates, income-expense analysis , and estimates of contract rent. 8. Assistance to the owner in selection of the contractor. 9. Final Feasibility Analysis , including calculation of contract rents. 10. Assistance to the owner in obtaining financing. 11. Preparation of Agreement to Enter into HAP Contract, including dates of commencement and completion of rehabilitation. 12. Inspections during rehabilitation; monitoring of construction contract compliance; review of change orders. 13, Final inspection. 14, Receipt and review of acceptable completion documents; final acceptance of rehabilitation work. The Section 8 staff will be responsible for the following functions: 1. Preparation and distribution of outreach material , as well as informal outreach to owners and managers where a relationship already exists. 2. Monitoring and issuing monthly assistance to owners. 3. Annual inspections and eligibility determination, and handling of any interim problems that may arise between landlord and tenant. Accounting functions of the program will be handled by the Chapel Hill Housing Authority Accounting Department, in the same manner as the Section 8 Existing Program is hamdled. Record keeping and reporting will be a function of the Section 8 staff. Monthly monitoring reports will be provided to the Housing Authority Board of Commissioners and to the County Commissioners when requested. HUD reports will be submitted on a timely basis. II. PlanS forAdminist��tion of Moderate Rehabilitation Functiomin" --- A. Owner Participation All owners and landlords participating, and who have participated, 3 in the Section 8 Existing Program will be sent preliminary information about the program. This will be in the form of a pamphlet which will explain basic eligibility and functioning , and will include an invitation to pick up or request a proposal packet from the Housing Authority office, or the Section 8 office in Hillsborough. All requests for information will be followed up by the Section 8 Moderate Rehabilitation Advisor, who will be qualified to perform the initial screening. He/she will make preliminary decisions regarding: 1. Family eligibility; 2. Rehabilitation potential of the structure; and, 3. Financial feasibility as it relates to the owner's financial situation. If an owner needs assistance with the proposal form, the Section 8 Moderate Rehabilitation Advisor will assist the owner with the prepa- ration of the form. The format of the proposal form will be like that in Attachment I. The proposal packet for the owner, in addition to the form, will include several sheets dealing as simply as possible with various aspects of the program. One will discuss rents, establishment and annual adjust- ments, one sheet will concern types of financing that can be used, a description of each type, and where to go or who to see about each kind of financing. There will be a sheet stating simply the rights and re- sponsibilities of the owner, the tenant family, and the program. That will concern annual inspections and repairs, ineligible families, evictions security deposits, and damage reimbursement. Specific rehabilitation information, such as weatherization, what can and cannot be included, as well as expected time frame for rehabilitation, and a description of the staff inspection function will also be included in the packet. B. Review of Proposals Proposals will be numbered according to the time they are received and will he reviewed in that order. No time limit will be imposed on receipt of proposals. Geographic target areas specified in the appli- cation will be considered, so that a proposal form from one area may take priority over a proposal from an untargeted area. Within three days of the receipt of a proposal , the Authority Section 8 Moderate Rehabilitation staff will review all proposals for compliance with basic program requirements. 4 Proposals which are substantially incomplete, or which do not meet program objectives , will be rejected outright. Since this program will not allow permanent displacement, any proposal which indicates that over- crowded or underoccupied units will be assisted and/or which indicates that there will not be enough suitable sized units after rehabilitation to accommodate present tenants , will be rejected at this stage. The Section 8 Existing Housing Occupancy Standards will be used to determine overcrowded or underoccupied units. Proposals which indicate that present rents are at or above the Moderate Rehabilitation Program Fair Market Rents, or proposals which clearly indicate that the proposed project is infeasible, will also be rejected. Owners whose proposals are rejected will be notified of the reason(s) for rejection. The notice will specify that the owner may request, within ten days, an administrative hearing from the Authority; during which, the reason(s) for the rejection will be explained in full and the owner will be provided an opportunity to dispute the rejection. All proposals which meet the basic proposal selection criteria will be processed for scheduling and completion of the initial inspection. In the event that more proposals than can be handled are received for one area, priority will be given to the proposal which requires the most re- habilitation. C. The Rehabilitation Process 1. Initial Inspection The initial inspection and Preliminary Cost Estimates will be completed by the Rehabilitation Advisor as soon as possible after a positive review of an owner's proposal . The Housing Quality Standards for this program will be those of the Housing Code existing in the area of operation, and shall be consistent throughout the County. All rehabilitation work will have to comply with the rehabilitation standards developed by the Rehabilitation staff for acceptable grades of materials and accept- able levels of workmanship. The Rehabilitation Advisor will schedule the inspection and will request the owner and tenant(s) to be present during the inspection. The owner and tenant(s) will be encouraged to make known their desired repairs; however, the Advisor will make the final decision regarding repairs to be made under this program. 5 The Advisor will determine whether any major building systems or components are in danger of failure. Immediately after the inspection, the Rehabilitation Advisor will complete a Preliminary Cost Estimate Report, detailing each needed eligible repair and its cost, and estimating the cost of energy-conserving improvements required by Section 882.405(s) of the regulations. The Rehabilitation Manager will monitor the quality of inspec- tions by making spot inspections and comparing his findings to the initial inspection report. 2. Preliminary Feasibility Analysis The Feasibility Analysis will be completed by the Moderate Rehabilitation Advisor, using the Preliminary Cost Estimate Report. The Moderate Rehabilitation Advisor will : a. Estimate the required amount and terms'of a conventional rehabilitation loan, using the Cost Estimate Report and loan data provided by local banks, or included in the owner's proposal . b. Determine a monthly amortization amount for the loan. c. Establish a base rent, using the average rent data contained in the proposal . d. Calculate the gross rent for the unit(s) by adding the Base Rent, the Loan Amortization Amount, and an Allowance for any tenant paid utilities. e. Compare the estimated gross rent(s) with the Fair Market Rent Limits and make a determination of feasibility. The Advisor will explore any method of financing which might be available to the owner at less cost. The Rehabilitation Advisor will meet with every owner to discuss the Feasibility Analysis. At this meeting, the proposed base rent for the unit(s) will be discussed. If the owner maintains that the base rent is too low to permit adequate maintenance and management of the rehabilitated unit, he will be re- quired to submit expense data to the Advisor. This data will be anal- yzed, based on knowledge of average management and maintenance expenses in the area and on information provided by the HUD Field Office. Prop- erty tax expenses will be obtained from city tax records , taking into consideration any anticipated increases. 6 Using the HUD formula and approved estimates of expenses , a new base rent will be calculated, and the monthly loan amortization r:. amount and any allowance for utilities added to it A determination of feasibility, based on the resulting gross rent, will then be made. If at any point during the Feasibility Analysis process, the project is found to be unfeasible, the owner will be notified in writing, and in person, of the reasons for the finding. 3. Referral of Proposals If the rents proposed in the Feasibility Analysis are acceptable to the owner, and the project is feasible, then the Moderate Rehabili- tation Advisor will refer the Proposal to the Rehabilitation Manager. The Rehabilitation staff will be responsible for scheduling all projec to meet the approved leasing schedule. Proposals will be referred, kE ing in mind approved unit distribution, geographic targets, and amount of rehabilitation necessary. In the event there are more acceptable proposals than program allocations, the Rehabilitation staff will select those to be imple- mented, considering the factors in the above paragraph. 4. Notification to Owners Owners whose proposals have been selected will be sent a Notice of Selection which will state that they have been selected for partici pation in the program and will indicate the tentative number of units to be assisted. Owners whose proposals are acceptable but cannot be processed during the first stage will be informed that their proposals are being held for future processing and that in thirty days they will be notified again by the Authority of a date when the proposal will be processed. Notices to owners whose proposals have been selected for process- ing will state that they have forty-five days in which to complete the following required activities before an Agreement to Enter into a HAP Contract can be signed: a. Preparation of detailed work write-ups and cost estimates. b. Selection of a contractor. c. Cooperation with the Rehabilitation Advisor in the comple- tion of a final feasibility analysis. d. Obtaining a financing commitment. e. Preparation of a lease form. The Notice will also state that the Rehabilitation Advisor will 7 ? meet with owners to discuss how he will assist them to complete these functions. Owners whose proposals were determined feasible with Rehabili- tation money will be requested to contact a loan officer to complete an application for a rehabilitation grant. Owners will be notified in writing if their proposals are not feasible, even with a grant. The Notice will state that if the owner submits, within fifteen days, information disproving the determination, the program will reconsider the owner's proposal . 5. Determination of Famil Eli 'ibilit Prior to the selection and referral of proposals to the Rehabilitation Manager, the Rehabilitation Advisor will determine the eligibility of any family residing in the proposed unit. A program briefing will be provided to an eligible family at that time. Eligibility determination will be like that outlined in the Administrative Plan for the Orange County Section 8 Existing Program. Tenants found ineligible will be notified in writing of the determination and of their right to a hearing in accordance with 24 CFR 882.517(g) . Since the Authority will not enter into a Contract for any unit occupied by an over-income family, proposals which are for one unit only will be rejected if the tenant is determined ineligible. Owners will be notified in writing of the Authority's determination and the Notice will state that if the owner re- submits, within fifteen days, information disproving the Authority's original determination, the Authority will reconsider its rejection. 6. Work Write-Ups and Cost Estimates After a referral is received, the Rehabilitation staff will schedule meetings with selected owners to explain the steps which must be completed before an Agreement to Enter into a HAP Contract can be signed, and to provide the following information for use in the program: a. A copy of the list of deficiencies and description of work required and estimated cost determined as a result of the initial inspection. b. A sample work write-up and cost estimate completed on the rehabilitation forms and blank copies of the forms. 17' • • 8 c. A standard form of a rehabilitation contract. d. A list of approved contractors. e. Davis-Bacon Wage Rates for the area, if applicable. f. Information regarding available financing and program information which can be given to potential lenders. Since actual preparation of work write-ups and cost estimates will be the responsibility of the owner, the initial meeting between the owner and the Rehabilitation Advisor will be extremely important. The Rehabilitation Advisor will have the opportunity to explain each required form and to answer the owner's questions in privacy. The meeting will allow the Advisor to gauge the owner's ability to meet the responsibilities and to plan assistance which might be needed. In addition to the initial meeting, the Rehabilitation Advisor will be available to assist owners in the preparation of cost estimates and work write-ups , and will , for all owners, review the completed documents for consistency with the findings of the initial inspection. Special assistance will be provided to owners of proposals covering nine or more units , since Federal Labor Standards Provisions will apply to these proposals. If an owner wishes to complete more extensive work than is required or can be supported by the Moderate Rehabilitation Program, he/she will be required to prepare separate work write-ups and cost estimates for the extra work and to enter into separate contracts for the Moderate Rehabilitation supported work and the owner support- ed work. Owners who are proposing to complete rehabilitation work themselves will not be exempt from the requirement to prepare work write-ups and cost estimates , nor from the Labor Standards Provisions governing proposals with nine or more units. 7. Selection of Contractors To help owners select a contractor, a list of approved contractors will be developed by the Rehabilitation staff. This list will be basec on the Rehabilitation staff approved Contractor List for its Rehabili- tation Loan Program. The names of qualified contractors , including minority contractors, who respond to the PHA's advertisement for contractors, (included in the Notice of Availability of the Program) and contractors recommended by the HUD Field Office will be added to the basic list. All contractors who respond to the Notice will be evaluated and qualified by the Rehabilitation staff, based on its 9 r.! contractor selection criteria for the Rehabilitation Loan Program. If there are insufficient minority contractors on the list, the Authority will conduct additional outreach to minority contractors through the Small Business Administration (SBA) and local and State minority contractor associations. Owners will not be required to use the list of qualified con- tractors; however, owners who propose to use contractors not on the list will have to obtain approval in advance from the Rehabilitation staff. Owners will not be allowed to undertake work themselves un- less they are licensed contractors or can demonstrate their ability to perform the specific work items. Contractors on the approved list will be invited to attend a Contractor Briefing at the Authority offices , at which the Rehabili- tation Advisor will explain the requirements of the Moderate Rehabili- tation Program applicable to participating contractors. A description of the Moderate Rehabilitation Program, a copy of a sample work write- sample contract, Labor Standards Requirements, and Davis-Bacon Wage Rates will be provided at the briefing. This procedure will assure that all contractors understand program requirements. Staff will recommend that owners obtain at least three bids for completion of the approved rehabilitation work items. Owners who are doing some or all of the work items themselves will not be exempt from this recommendation. The Rehabilitation Advisor will assist in the solicitation of contract bids, if the owner requests. In any case, the written bids will be examined by the Rehabilitation Advisor be- fore the Agreement to Enter into a HAP Contract is executed. Owners will be expected to select the lowest responsible bidder; however, latitude to select the best proposal , even if not the lowest bid, will be allowed. Rehabilitation staff approval of the bid will be required. The Rehabilitation Advisor will hold a pre-construction conferenc with each owner and contractor before work begins. At this conference work items and cost estimates will be reviewed, a signed copy of the rehabilitation contract will be obtained for the Authority's files , and the process by which the work will be inspected will be explained. Deadlines for completion of work will be agreed upon. The procedure for requesting changes to the contract and/or work write-up will be carefully explained. Written materials describing any procedures '7.r7 10 not specified in the contract will be provided to the owner and the contractor. A required part of this meeting will be a discussion between owner, contractor, and the Rehabilitation Advisor regarding the effect of the rehabilitation work on the tenant, and the measures which will be taken to avoid damage to tenant property and disruption of the tenant's normal routine. If temporary relocation is required, the owner will be requested to contact the Section 8 Moderate Rehabili, tation Advisor, who will be responsible for notifying the tenant of the necessity for temporary relocation and of the tenant's rights in conne( tion with the relocation. Temporary relocation activities are describ( more fully in a later section of this Plan. 8. Final Feasibility Analysis Utilizing the proposed contract amount from the selected bid, the base rent calculated according to program regulations, an allowance for utilities (if any) , and the estimated cost of temporary relocation (if any) , and assuming the terms and rate of available financing and a contingency of ten percent of the contract amount, the Rehabilitatior Advisor will calculate the Moderate Rehabilitation Gross Rent and its term. HUD regulations for establishing the loan period, contained in 24 CFR 882.409, will be followed. The financing rate will be calculate at an anticipated rate, based on information obtained by the Authority during its initial discussions with lenders, or based on information supplied by the owner if he has obtained a financing commitment. Based on this analysis, the Rehabilitation Advisor will make a final determination of whether the owner's proposal is feasible under the Moderate Rehabilitation Program Fair Market Rents and regulations. For proposals which are not found feasible, the Rehabilitation Advisor will evaluate whether the proposal could meet feasibility criteria if work items were modified and/or the contractor's price were adjusted. If the possibility of modification exists, the owner will be given the opportunity to make the changes that would be necessary to bring the proposal within approvable rent limits. Proposals determined to be infeasible will be rejected at this point, and owners will be sent a notification of rejection in accord- ance with the procedures described in the section, Notification to Owners, of this Plan. Owners whose proposals are found to be feasible will be notified of this fact and will be advised that, subject to the sprurinn nf r - 11 financing and the submission of an acceptable lease, the Authority will execute an Agreement to Enter into a Housing Assistance Payments Contract with them. The letter will indicate that Rehabilitation staff are available to assist the owner in requesting and obtaining financing. A description of the Moderate Rehabilitation Program for lenders , the Addendum to the Lease, and a suggested form of lease will be enclosed with the notification. D. Financing - Outreach to Lenders Outreach to lenders has begun with identification and preliminary orientation to banks that have previously granted rehabilitation loans, Farmer's Home Administration, the Credit Union for the area's major employe and lending institutions that have not previously participated in rehabili- tation programs. Planners from three jurisdictions have been approached concerning the use of grant money for landlords with houses in the develop- ment areas. The mutual program benefits , and long term commitments derived have been appreciated. This outreach will continue and very specific and concise financing information will be available to all employees. E. Relocation No permanent displacement will be permitted in the Authority's Moderate Rehabilitation Program, and consequently, permanent relocation will not be an issue. Because of the limited amount of rehabilitation expected to be accomplished through the Moderate Rehabilitation Program, and because of the Authority' s preference for proposals which do not require temporary relocation, very little temporary relocation of tenants should be necessary. F. The Lease The owner will be required to submit an acceptable lease before an Agreement is executed. Moderate Rehabilitation staff will provide a copy of the Addendum to the Lease and a suggested lease form which meets HUD requirements, including the Moderate Rehabilitation provisions regarding terminations specified in 24 CFR 882.514 and all requirements of State and local laws. It is expected that some owners will attach the Addendum to the Lease to their present lease. However, most owners may not have written leases with their tenants, and the suggested lease will be helpful to them. Moder- ate Rehabilitation staff will be available to review owner-submitted leases and to modify them to meet local and State landlord-tenant laws and HUD regulations. G. Execution of Aoreement and Rehabilitation Period After the owner hag rnmnlatari =11 n-F 46n, 12 tation can begin, the Rehabilitation Advisor will prepare the Agreement to Enter into a HAP Contract and will schedule a meeting to review the Agreement with the owner. After consulting with the owner, the Authority will enter the starting date for the rehabilitation work and the deadline for its completion on the Agreement. The Authority's and the owner's rights and responsibilities under the terms of the Agreement and Contract will be carefully explained, and the importance of timely and correct compl( tion of the work will be emphasized. The owner will sign the Agreement at this meeting, and the Agreement will then be submitted to the Authority's Rehabilitation Manager for review and signed by him or the Rehabilitation Advisor. Prompt completion of work, compliance with Labor Standards and Davis-Bacon Wage Rates (where applicable) , and adherence to good constructic practices will be monitored through periodic inspections of each unit by the Rehabilitation Advisor. Inspections will be conducted, at least bi-weekly, during the rehabilitation period. Normal scheduling will call for inspec- tions as major work items are completed; however, where major work will be hidden by walls , floors , etc. , inspections will be scheduled prior to final cover-up. The Inspector will coordinate his/her inspections with the owner and with the local Code Inspector(s) , when appropriate. Where the Davis-Bacon Wage Rates will be required, the Rehabilitation Advisor will review all payroll reports and will make spot interviews with the contractors' employees during inspections to check on consistency of their wages and working conditions with Federal Labor Standards. During the rehabilitation period, the Rehabilitation Advisor will provide brief weekly progress reports to the Section 8 staff. These reports, which are more fully described in other sections of this Plan, will indicate the percentage of work actually completed and the established deadline for completion of rehabilitation, and will provide comments regarding any problen which are occurring or anticipated. Contractors will be required to request and obtain approval in writing for any changes to the work specified in the Agreement which would alter the design or the quality of the required rehabilitation, or which would increase the contract amount. Generally, change orders will not be approved unless the cause of the proposed change is beyond the contractor's control and/or is in the best interest of the rehabilitation project. Where ap- propriate, the contract amount and the proposed contract rents may be re- duced. The Rehabilitation Advisor will be responsible for monitoring the 6 L 13 use of the contract contingency amount in order to assure that it is not .;, -.. ...' exceeded due to change orders. Every attempt will be made to avoid the necessity of requesting in- ! creases in rents in excess of approved Fair Market Rents because of un- anticipated work. Careful initial inspections and work write-ups and frequent inspections will help to keep such situations to a minimum. When unanticipated work is required, and cannot be completed without a rent increase, which would result in higher rents which the Authority cannot approve, the Rehabilitation Advisor will make a recommendation to the Housing Rehabilitation Manager regarding the problem and will ask him to make the appropriate request to HUD. The Authority wishes to keep temporary relocation to a minimum and has taken steps to discourage owners from undertaking it. During tenant briefings, the Authority will notify tenants of their rights in the event temporary relocation is necessary and will provide to each tenant a Notice of the Right to Remain in Occupancy which states the tenant's rights with regard to temporary relocation, in accordance with 24 CFR 882.407 (b) and (c). If any proposal which indicates a need for temporary relocation is selected by the Authority, the owner will be required to obtain from the tenant a written statement of willingness to temporarily move; the owner will be responsible for all temporary relocation costs. The Authority will provide assistance to affected tenants in the selection of suitable temporary quarters and will monitor the adequacy of owners ' reimbursement of tenant expenses, in accordance with 24 CFR 882.407 (c) (ii). In no case will temporary relocation be permitted for longer than six months. During monthly inspections of the unit(s) , the Rehabilitation Advisor will closely monitor rehabilitation progress and will review owner pay- ments to the relocated tenant. At least one visit to the relocated tenant will be made during the course of the rehabilitation, in order to check on the tenant's satisfaction with the temporary quarters. H. Completion of Rehabilitation 1. Scheduling the Final Inspection Owners will be required to contact the Rehabilitation Advisor at least one week prior to the completion of rehabilitation work. As well , the Rehabilitation Advisor will , during his/her inspections , be keeping track of the percentage of work completed. When he/she is notified by an owner of impending completion of work, he/she will , 14 tentatively schedule a final inspection based on the estimated comple- : tion date and will remind the owner of the documents which he/she will need to submit before the unit can be accepted. The Authority will provide owners with a form containing all owne certifications required by 24 CFR 882.510. The Certificate of Occupan and other local approvals must be obtained by the owner from the appro priate City Official (s) . 2. Completing the Final Inspection The final inspection will be completed by the City Code Inspector where applicable, and the Rehabilitation Advisor. Owners will be re- sponsible for obtaining building and electrical code inspections if the nature of the rehabilitation work requires them. At the final inspection, all work items required by the Agreement will be inspected and a determination regarding compliance with Housing Code and with program rehabilitation standards will be made. The owner and the con- tractor will be requested to participate in the final inspection so that deficiencies can be discussed and agreed upon immediately after the inspection. A written copy of a punch list, detailing deficient work items , a schedule for their completion, and the amount which must be with- held pending completion of the work items will be provided to the owner and the contractor. For minor deficiencies or items which are incomplete because of weather conditions, the Rehabilitation Advisor will determine the amount which must be withheld from the contractor's final payments. For other than minor deficiencies, he/she will deter- mine whether the work can be corrected and whether proposed contract rents should be reduced. Because payment of contractor draws will be based on acceptable completion of rehabilitation work, it is anticipated that owner- contractor disagreements will be resolved while the work is being completed. Therefore, few major disputes between the owner and contractor should exist at the time of final inspection. In any case, the Code Inspector and the Rehabilitation Advisor will review the unit for code compliance only and will not get involved in owner-contractor disagreements regarding the quality of the work. 3. Acceptance of the Unit If there are any items of delayed completion which are minor items or which are incomplete because of weather conditions, and • - 15 in any case which do not preclude or affect occupancy, and all other requirements of the Agreement have been met, the unit(s) must be accepted. An escrow fund determined by the PHA to be sufficient to assure completion for items of delayed completion must be required, as well as a written agreement between the PHA and the owner, to be included as an exhibit to the Contract, specifying the schedule for completion. If the items are not completed within the agreed upon time period, the PHA may tenni- : nate the Contract or exercise other rights under the Contract. If other deficiencies exist, the PHA must determine whether and to what extent the deficiencies are correctable, and whether the Contract Rents should be reduced. The owner must be notified of the PHA's decision. If the corrections required by the PHA are possible, the PHA and owner must enter into an agreement for the correction of the deficiencies within a specified time. If the deficiencies are corrected within the agreed period of time, the PHA must accept the unit(s) . Otherwise, the unit(s) may not be accepted, and the owner must be notified with a statement of the reasons for nonacceptance. No later than acceptance, the owner will be required to submit the local permits and approvals required as evidence of completion and the Actual Cost and Rehabilitation Loan Certifications , on the form provided by the Authority. As well as these certifications, the Certificate of Occupancy and any other required permits will be obtained from the owner at the time of acceptance. 4. Preparation of the HAP Contract The Rehabilitation Advisor will review the owner certifications immediately following the inspection and will compare the Actual Cost and Rehabilitation Loan Certifications to the Final Feasibility Analysis and approved change orders. Contract Rents will be recal- culated if rents specified in the Agreement need to be adjusted, pursuant to 24 CFR 409(d) Changes in Initial Contract Rents During Rehabilitation. If the HAP Contract is being signed before all minor deficiencies have been resolved, an agreement describing the remaining work items, their cost, and the date by which they will be completed will be executed and attached to the HAP Contract. Within one working day after acceptance of the unit, the Rehabilitation Advisor will prepare a HAP Contract with a complete file, to include the nrnnncal The. uAb 411 L_ . . 16 t.: Rehabilitation Advisor or the Housing Rehabilitation Manager, and the owner will be requested to come to the Authority offices to execute the Contract. When the owner comes to sign the Contract, the Section 8 Moderate Rehabilitation Advisor will explain how and when housing assistance payments will be made, and will answer any questions the owner may have. I. Management Period 1. Family Participation It is anticipated that most units will be occupied at the time the HAP Contract is executed, and vacancy loss payments will be required in very few cases. Owners will be required to notify the Authority of expected vacancies sixty days prior to the scheduled completion of the rehabilitation or on the date the Agreement is executed, whichever is later. If vacancies are anticipated, immediately after the owner's notification, the Authority Section 8 staff will select at least five applicant families to be referred to the owner. The Section 8 Housing Counselor will contact owners of vacant Moderate Rehabilitation units, at least once a week, to determine whether their units have been leased. These procedures will allow the Authority to determine whether the owner is entitled to vacancy loss payments, based on the requirements of 24 CFR 882.413 and 882.509(d). Families who are to be referred to owners will be briefed on their responsibilities under the Section 8 Program, according to the Existing Housing Program Administrative Plan. The specific require- ments of the Moderate Rehabilitation Program will be explained to the applicant during the briefing. If the family indicates that it does not wish to participate in the Moderate Rehabilitation Program but would prefer to participate in the Authority's Existing Housing Program, the family's file will be returned to the Existing Housing Waiting List. 2. Assistance to Families Who Move Families who voluntarily decide to move from a Moderate Rehabili- tation unit will be placed on the Authority's Section 8 Waiting List and will be treated as any other applicants. The Authority hopes that this approach will discourage frequent tenant moves. Any family that moves, for which the Authority's Section 8 Program is required to pay either vacancy loss payments or damage payments (which include unpaid • 17 rent) , will no longer be eligible for assistance in this program. If a family is forced to move through no fault of its own, because the unit is no longer suitable based on an increase or de- crease in family size (or because the family is evicted in violation of the HAP Contract or the Contract is terminated by the Authority for other reasons) , the family will be offered housing assistance in the Authority's Moderate Rehabilitation, Existing Housing, and Public Housing Programs in the order required by 24 CFR 882.517. 3. Ongoing Procedures Payments to Owners, Adjustments in Utility Allowances and Rents, Annual Insiections, and Annual Reexaminations Payments to owners will be made in accordance with the procedures described in the Authority's Administrative Plan for the Existing Housing Program. For units in the program, utility allowances will be the same for the Existing and Moderate Rehabilitation units and will be adjusted annually as described in the Authority's Administrative Plan for the Existing Housing 'Program. Review of annual rent increases requested by owners , adjustment of utility allowances, annual inspections, and annual reexaminations will be coordinated so that only one annual adjustment to the HAP Contract and Gross Family Contribution will be required, to be effective on the anniversary date of the lease. The Authority's Section 8 Existing Housing Program procedures described in the Authority's Administrative Plan for that program will be followed in completing annual functions. Requests for rent increases will be reviewed in accordance with 24 CFR 882.411. For every Moderate Rehabilitation unit, the Authority will determine whether the proposed rents are materially different from comparable unassisted units, taking into account the differences which existed with regard to initial contract rents. The Authority will utilize periodically updated surveys of other rental units in order to make this determination. 4. Monitoring The Executive Director will be advised by the Housing Rehabilitation Manager and the Multifamily Housing Programs Manager of program progress and problems on a regular basis. He will make all determinations regard- ing department responsibilities and functions. He will participate in spot inspections, final inspections , and any other program functions when it is appropriate. He will directly monitor the administrative accounting ia. - ' : 18 t and fiscal reporting of the program. f - , During the rehabilitation period, the Authority's Section 8 staff will receive weekly reports from the Rehabilitation staff which will provide information on the number of initial inspections conducted, the number of final feasibility analyses completed, the percentage of comple- tion of rehabilitation work, and other relevant information. These reports [ on major program milestones, as well as the Authority's direct involvement , in preparation of notifications to selected owners and execution of Agree- , ments and HAP Contracts, will allow the Section 8 staff to measure program progress against HUD-approved rehabilitation and leasing schedules. Participating tenants and owners will be thoroughly briefed on the conditions under which tenancy can be terminated. During the initial briefing, families will be instructed to contact the Section 8 staff if they receive or are advised by the owner that they will receive a Termina- tion Notice. When the HAP Contract is signed, owners will be instructed to contact the Section 8 staff whenever they intend to terminate a tenant. The section of the Contract requiring the owner to issue a Notice of Termination and provide a copy to the Authority will be pointed out to the owner. When the Section 8 staff becomes aware of a potential termination, it will contact both tenant and landlord to make sure that both parties under- stand their rights and obligations under the Moderate Rehabilitation Program Owners who do not comply with program requirements will be terminated by the Authority. Through spot inspections and tenant feedback, the Authority will be kept well informed of Contract violations. The Authority will make inspec- tions at least annually in order to check on the management and maintenance of the units. As well , the tenants will be instructed during the briefing to contact the Section 8 staff if problems develop which cannot be resolved between tenant and landlord. APPENDIX A Program Procedure Listed below are the functions to be performed by the Chapel Hill Housing Authority and the Orange County Small Cities Program in connection with the Orange County Moderate Rehabilitation Program. Function Performed by 1. Identification of units to be rehabilitated Orange County 2. j Receive and assist property owner with Moderate Rehabilitation proposal Authority 3. Screen existing tenant families for eligibility Authority 4. Notify owner of acceptance or rejection of proposal Authority 5. Initial inspection of units to be rehabilitated Orange County 6. Complete Preliminary Feasibility Analysis Authority 7. j Inform tenants of right to remain Authority 8. Prepare work write-up and cost estimate Orange County 9. Have owner to sign "Agreement to Enter Into A Housing Assistance Payments Program Contract" Authority 10. Prepare construction contract documents for owner and obtain bids from contractor for owner Orange County 11. Make interim inspections during rehabilitation Orange County 12. Make final inspection of rehabilitation work Orange County — 13. Complete close-out and prepare a statement of disposition of funds Orange County 14. Inspect unit for HUD Housing Quality Standards Authority/Orange County 15. ), Disburse all monies to contractor for completed rehabilitation work Orange County 16. Prepare final calculation of Base and Contract Rent Authority 17. Execute 15-year Housing Assistance Payments Program contract with owner Authority 18. Certify tenant family eligibility Authority 19. Execute Lease, Statement of Family Respon- sibility, and Addendum to Lease Authority 20. Make 60-day inspection of property from date of final inspection Orange County 21. Follow-up complaints from owner regarding contractor's work for the first year guarantee period nranna ,- 1 APPENDIX A 1. Identification of units to be rehabilitated a. Preliminary determination of unit eligibility 2. Initial inspections of units proposed for program and determination of rehabilitation work required to bring units up to the Community Development Program standards 3. Preparation of work write-up and cost estimate 4. Prepare construction contract documents for owner and obtain bids from contractors for owner • 5. Interim inspection during rehabilitation 6. Make final inspection of completed rehabilitation work with owner 7. Complete close-but of house and prepare a statement of disposition of funds 8. Disburse all monies to contractors for completed rehabilitation work 9. Make 60-day inspection of property from date of final inspection 10. Follow-up complaints from owner regarding contractor's work for the first year guarantee period M 71/ 532 AGENDA ATTACHMENT 7 ORANGE COUNTY PLANNING DEPARTMENT HILLSBOROUGH NORTH CAROLINA 27275 u.,010 or 17 It: •, 1• coo. MEMO TO; Mr. Bill Laws, Acti-ng—Co9nty___Mari.,ager FROM: Orange County Planning Department DATE: August 25, 1981 RE: Planning Board recommendation on niveredge Case ----------------------- — This case was referred to the Planning Board for their consideration at the August 17, 1981 meeting of the Planning Board. The Planning Board recommends: approval. MAJOR SUBDIVISION CHECKLIST NAME OF SUBDIVISION HIVEREDGE OWNER OR DEVELOPER Morris Wei.sfel(l S ADDRESS �I19 County Lane Drive, Durham, NC �+: c. TOWNSHIP Hillsborough TAX MAP 38 B BLOCK LOT a & 2 Fire District Efland Kral NAME OF SURVEYOR OR ENGINEER Alois Callemyn Total number of lots ll To be developed in 1 or proposephase(s)d singl, e family Total number of acres 1 0.05 Typical dwelling units at present Individual WATER SUPPLY: Public(name), Community Y SEWAGE TREATMENT: Public Community Individual Septeic tank x SCHOOL DISTRICT Orange Access onto State Road (( 1134 Road Standard: Public X or Private Class A , B , C Existing critical areas such as streams ( ), Flood prone areas (X ), Historic Sites ( ), Other ( ), Explain: On Eno River Land uses in the general area: Residential SKETCH PLAN RECEIVED (Date) 7-1-81 Approved (X ) Recommended Changes ( ) REVISED PRELIMINARY PLAN RECEIVED (Date) PRELIMINARY PLAN RECEIVED (Date) 7-14-81 REVISED Control Officer h�[)rhaPl Preliminary Review by Health Department Doug Holyfield 7-23-81 Department of Transportation tCotn 13urkhaid 7-1-81 Board of Education Dan Lunsford 7-15-81 P OWASA (if possible) -Mebane (if possible) Other -Hillsborough (if possible). -Orange/Alamance (if possible) Preliminary Action by the Planning Board APPROVED August 17. 1981 Preliminary Action by the County Commissioners FINAL PLAT RECEIVED (Date) ( ) All lots were approved by the Health Department ( ) Lots failing Health Departments approval are combined ior listed pd properly on the plat ` ( ) Road Maintenance Agreement submitted (where applicable). Approved ( ) Improvements heave been provided for; completed, bond, letter of credit, cash. Date ( ) Final OWASA apl,roval (where applicable) on all plans & specifications. Date ( ) Final DOT approval on plat Final action by the Planning Board 53q ZalInt it fitIlhurvugh Mayor Town Clark Fred S Cum HILLSBOROUGH, NORTH CAROLINA 2178 Agatha Johnson Contmiuioners Supt.Wass Wo4..r Hance H.John= wor.v CE Rosemond en All A.Lloyd el!" Sava Sup W.Paul Mersin 6-711. L-D.Wagoner Remus J.Sm RdFLSceTmS Arnold W.Hamlet 4"44114.40.41' August 18, 1981 Mr. Eddie Kirk Orange County Planning Department Orange County Courthouse Hillsborough, N. C. 27278 Dear Eddie: I am attaching a copy of the minutes of the Hillsborough Planning Board meeting of August 5, 1981 at which time the Board reviewed the Preliminary Plan for Riveredge Subdivision. Should you need additional information, please call. Sincerely, Agat.4 ) 1764-'(01"-\-- ha ohnson, Town Clerk 53 Item four: Steve Yuhasz Request for a Courtesy Review Mr. Yuhasz asked the Planning Board for a review of his Preliminary Plan for Riveredge, a proposed subdivision on Seven-Mile Creek, He stated the Soil and Erosion Control Department has commented and marked flood plain easements. The Health Department has done perk tests and all proposed lots do perk. The Planning Board expressed concern about the rather steep slopes down Seven Mile Creek and that since Seven Mile Creek is a potential water shed the Board Board was concerned about lots of less than five acres so near the creek. Item five: Motion by Ms. Brady Upon motion of Mr. Brody, seconded by Ms. Areford, the following was moved and adopted by the Planning Board, "In as much as Ed Riley, a duly appointed member of the Hillsborough Plannign Board, has consistently failed to attend meetings of this Board in spite of frequent reminders, both verbal and written, I moved that Mr. Riley's name be dropped from the list of Board Members and a new member be appointed in his place," Item six: Air Conditioner Upon motion of Mr. Martin, seconded by Mr. Brown, it was moved and adopted to ask that the air conditioner be left on when the Planning Board has a scheduled meeting. Item seven: West Hillsborough Rezoning A one-half hour review of work done on the West Hillsborough rezoning project took place. No action was taken. Judy Cox, Chairperson • ..... 53(i — — , — ._.. ---.—s— *— ------- --II-4'N\ "C. '212 I ■ .o. CP'(f) ' .. VI.. Z998° /l ■ ./ .,. .: > .....c: . N, , ••••• .1 .,. V 0 .., . , ..: ' t* • . ., . . .. . t. ..."" ■:.''..\\\ 4 I C' ''' . ( \ '• /4" s \ \ // : '( , DV 69'g , \ . oc : **'S. '0° C'' 0 1.\\ '' ' "' t_....,}'1.5')+ e'" "0\• ti 17:(C!)\■-\•-• --7.---/ I -..,...... -•• ....„ -0, -... • ---- - ,...... czA ,,r ! 0V a, . 3 3 , ...,_. ,,,:b!O 9-..., ,0, x . i,-1\l' 19 \ 98 6. -... 1- 4 ".:.1C„ N.......,, CS- , 0 ,...,....,......."(/ ammillill1111111 „„„,- .\ .., .. , """...•. -;•.,,,t rn i il ( [I ......... 55u MC AGENDA ATMCHMENT 8 ORANGE COIT-N. +1.-TY PLAT.3:NDIG DEPARTMENT -RIT.T.sBOR OUGE NORTH CAROLINA. 27278 60,14 f4I 1N :0" MEMO TO: Bill Laws, Acting County Manager ,, FROM: Planning Staff SUBJECT: History of Subdivisions that have been submitted to the Planning Department and are within the University Lake Watershed. DATE: August 26, 1981 Following is a list of Subdivisions that have been submitted to the Planning Department for approval. They all are within the University Lake Watershed and therefore would come under the moratorium on subdivisions issued by the County Commissioners. Some of these are reasonably old proposals that may not be built; others are minor subdivisions, still others are recent sketch plans on which design is continuing. MAJOR: Property of Bobby Burnette - Sketch Plan - 6 lots Calvander Subdivision - Sketch Plan - 26 lots Property of Riggsbee Heirs - Sketch Plan - 13 lots Sandburg Woods - Sketch Plan - 6 lots Sguirrels Nest Section 2 - Sketch Plan - 16 lots Valley Wood - Preliminary Approval expired - 23 lots Forest Heath - Sketch Plan - 12 lots Coffey Grounds - Sketch Plan - 6 lots TOTAL SKETCH PLANS = 108 lots MINORS: James M. Allen - 2 lots Property of John Coffey - 3 lots Property of Eugene Holloway - 2 lots Property of Bryan Kempter - 2 lots Property of Philip and Linda Kelmmer r 2 lots Property of Glenn Parrish - 2 lots Property of Millard Whitley - 1 lots Property of tonald Sturdivant - 1 lot TOTAL MINOR SUBDIVISIONS = 15 lots /sw rni LI "09 C F - Sf • AGENDA ATrAaLKENT 9 ORANGE COUNTY PLANNING DEPART:1,17NT 'ffrT.J.SBOROUGH NORTH CAROLLNA. 27278 L%. 4. if;-71 'Fb 4.00 MEMO TO Bill Laws, Acting County Manager • FROM: Jim Polatty, Planning Director DATE: September 3, 1981 SUBJECT: Proposed Inspections Fee Schedule Please find enclosed the proposed Building Inspections Fee Schedule. There are four alternative fee schedules. Each is based on a different basis for achiev*ig a self sufficient building inspection division. The overall policy upon which these four alternatives are based is to achieve a self sufficient inspection division, defined as the total revenues generated from the fee schedule equaling costs and expenditures. • Tables I and II of the calcualtion sheet show the revenues and expenses were close to even from 1977 to 1980. In the last fiscal year, there was about a $35,500 deficit with the existing fee schedule. A $39,500 deficit is estimated for fiscal year 1981 using the present fee schedula, Table III shows that 1977-1979 were high activity years in building construction (> 400 permits) which were the years the inspection division was approximately self sufficient. On the other hand 1980 had a much lower activity, leading to the $35,500 deficit, 1981 is estimated to be a low activity year with about a $39,500 deficit. Planning staff counted the actual number of inspection trips in calendar years 1979 and 1980. Based on this data, Table IV shows the cost of each inspection trip using calendar year trip data (from Table III) and total inspection cost data (from Table II) . Alternative I is based upon each trip costing and earning $20.00. Alternative II is also based upon each trip costing and earning $25.00. Alternative III is set at $30.00 and Alternative IV is $40.00, The first policy the Board of Commissioners should make is whether to continue their policy of self sufficiency nor the Inspections Division, Next, the Board of Commissioners needs to decide what time frame to use in making the division self sufficient, Alternative I is based on high construction activity and would have to be in Place during a busy year. Alternative II is an average two years, one low volume and one high volume, Alternative III is designed for a low volume year, which we are projecting for this year, Alternative II has an advantage in that the increase in all fees is- calculated for two years. The oresent inspection fee schedule was adopted in 1375 and 1976 and to the best of my knowledge have not changed since then. • 5 Memo Bill Laws September 3, 1981 Page 2 Some contractors will be upset by such a large increase contained in Alternative II and IV. Of course, ultimately all costs will be passed on to the consume;. Alternative II will allow the Division to become self sufficient over a two year average. This would occur if the construction activity increases over the next two years. Alternative III provides for self sufficiency this year. Inherent in Alternative II and IV is a review and possible revision for next year. By next spring, the cross training of insoectors will be sufficiently advanced to allow us to mandate our double inspections. For instance we could mandate inspecting the temporary Power and footing together, the plumbing and mechanical rough-in together, the electrical and building final together, etc. This way we could reduce the total number of inspection trips for each new dwelling from eleven to either five or six!! A policy is included concerning refund of Permit fees. The mobile Some fee is significant. We have allowed our electrical inspector to inspect for building, plumbing and electrical compliance. This has reduced our trips front three or four to one: The four Alternative schedules reflect only one trip. Table VI of the calculation sheet estimates the budgeted revenue, projected revenue from the existing fee schedule, budgeted revenue, and estimated revenues fro the four Alternatives. Alternative II produces a deficit of about 16,210 based on estimated revenues of $85,250. Alternative III generates $104,315 of estimated revenue with a surplus of about $2,845. We recommend Alternative III be adopted. Orange County should review and adjust the inspections fee schedule during budget preparation each year. Another important recommendation is the charge for Inspection Failures. We estimate this will reduce our total trips and make contractors more responsive to our inspectors. ENCLOSURE JP/sw • "EXISI7NG"AND PROPOSED IN rc..2IONS"FEE SCHEDULE SCHEDULE A ` New residential buildings (one and two family) ' including townhouse or condaninum ownership Existing Alternative I Alternative II Alternative III Ii ternative IV 0 - 1000 square feet gross a ea ** $ 60.00 $ 75.00 $ 90.00 $120.00 1001 - 1500 square feet ** 100.00 125.00 150.00 200.00 1501 - 2500 square feet ** 140.00 175.00 210..00 280.00 2501 - 4000 square feet ** 180.00 225.00 270.00 360.00 4001 - and over ** 220.00 275.00 350.00 450.00 SCHEDULE B New MultiFamily residential buildings (apartments, triplex, and fourplex) First Unit ** 120.00 150.00 180.00 240.00 Each additional unit per building ** 60.00 75.00 90.00 120.00 SCHEDULE C * Residential Repairs, renovations and . Alterations $ 0 - 2000 (Structural Changes) ** 20.00 30.00 40.00 $2001 - over ** 20. plus 2/TI 25. plus 3/M 30. plus 4/M 40. plus 5/M SCHEDULE D •• * Commercial, Industrial and Non- Residential Building $ 0 - 2000 ** 40.00 50.00 60.00 80.00 fr' $2001 - and over ** 40. plus 2/M 50. plus 3/M 60. plus 4/M 80. plus 5/M 1M^ SCIIEE7UIE E .. Miscellaneous Inspections 1.0 Existing Alternative'I Alternative II Alternative III. P1 rernative IV Decks ** $ 20.00 $ 25.00 $ 30.00 $ 40.00 Mobile Home $10.00 20.00 25.00 30.00 40.00 Mobile Home Park 25./park (INCLUDED IN ZONING FEES) plus 1/ space Modular Units (unit installation and foundation any size) ** 60,00 75.00 90.00 120.00 Insulation Permit (when required) 20.00 25.00 30.00 40.00 New Accessory Buildings Jmenufactured, assembled, or packaged) ** 20.00 25.00 30.00 40.00 New Accessory Buildings-(Site Built)) ** 40.00 50.00 60.00 80.00 , Electrical Temporary Service 60A 5.00 20.00 25.00 30.00 40.00 60A - up 10.00 20.00 25.00 30.00 40.00 Signs 1 sq. ft. to 399 sq. ft. ** plus/10 20.00 25.00 30.00 40.00 over 400 sq. ft. ** p1hs/10 60.00 75.00 90.00 120.00 Installation of Wood Burning Stove or Other Alteration 0.00 20.00 25.00 30.00 40.00 Miscellaneous Electrical 8.00 20.00 25.00 30.00 40.00 Miscellaneous Plumbing 5.'00 20.00 25.00 30.00 40.00 Miscellaneous Building- 20.00 25.00 30.00 40.00 Electrical-Mobile Home 15.00 0.00 0.00 0.00 0.00 SCHEDULE F Electrical Service Changes Single Phase - 30 - 50 A 15.00 20.00 25.00 30.00 45.00 60 - 100 A 20.00 20.00 25.00 30.00 45.00 101 - 200 A 25.00 20.00 25.00 30.00 45.00 125 - 150 A 25.00 20.00 25.00 30.00 45.00 175 - 200 A 30.00 1 20.00 25.00 30.00 45.00 400 A 30.00 20.00 25.00 30.00 45.00 Three Phase - 30 - 50 A 20.00 40.00 50.00 60.00 90.00 60 - 100 A 25.00 40.00 50.00 60.00 90.00 2- . Existing 'Alternative I Alternative II Alternative'III Alternative IV . .e Three Phase - 125 -- 150 A $30.00 $. 40.00 $ 50.00 $ 60.00 $ 90.00 175 - 200 A 30.00 40.00 50.00 60.00 90.00 400 A 40.00 40.00 50.00 60.00 90.D0 SCHEDULE G Electrical Single Phase Comm. Pesi. Comm. Pesi. Comm. Pesi. Comm. Resi. 20A, 30A, 40A, 50A 15.00 45.00 45.00 60.00 60.00 90.00 90.00 120.00 120.00 60A 20.00 45.00 45.00 60.00 60.00 90.00 90.00 120.00 120.00 70A 25.00 45.00 45.00 60.00 60.00 90.00 90.00 120.00 120.00 100A 25.00 45.00 45.00 60.00 60.00 90.00 90.00 120.00 120.00 125A 30.00 45.00 45.00 60.00 60.00 90.00 90.00 120.00 120.00 150A 34.00 45.00 45.00 60.00 60.00 90.00 90.00 120.00 120.00 200A 40.00 45.00 45.00 60.00 60.00 40.00 90.00 120.00 120.00 300A 50.00 20/.100A 45.00 30/,100A 60.00 90.00 90.00 50/100A 120.00 400A 60.00 20/,1002\ 45.00 30/100A 60.00 40/100A 90.00 50/100A 120.00 600A 75.00 20/.100A 45.00 30/100A 30/1002\ 40/100A 40/100A 50/100A 50/100A 800A 100.00 20/100A 45.00 30/100A 30/100A 40/100A 40/100A 50/100A 50/100A 1000A 150.00 20/100A- 45.00 30/100A 30/100A 40/100A 40/100A 50/100A 50/100A I1200A 200.00 20/.1007\ 45.00 30/100A 30/100A 40/100A 40/100A 50/100A 50/100A 1400A 225.00 20/100A 45.00 30/100A 30/100A 40/100A 40/100A 50/100A 50/100A 1600A 250.00 20/,100A 45.00 30/100A 30/100A 40/100A 40/100A 50/100A 50/100A Over 1600A 25./100A ,20.00/100A 30.00/100A 40.00/100A 50.00/100A SCHEDULE ti Electrical Three Phase 30A, 40A, 50A 20.00 45.00 60.00 90.00 120.00 60A 20.00 45.00 60.00 90.00 120.00 70A 25.00 ' 45.00 60.00 90.00 120.00 100A 25.00 / 45.00 60.00 90.00 120.00 125A 30.00 45.00 60.00 90.00 120.00 50.00 75.00 90.00 120.00 150.00 200A 60.00 75.00 90.00 120.00 150.00 13 300A 70.00 75.00 90.00 120.00 150.00 400A 90.00 75.00 90.00 120.00 150.00 -3- ,? EXisting Alternative I Alternative II Alternative_III Alternative IV " ` 600A $100.00 $150.00 $250.00 - $350.00 4100.00 A "- 800A 150.00 150.00 250.00 350.00 400.00 '... 40 1000A 200.00 150.00 250.00 350.00 400.00 1200A 250.00 150.00 250.00 350.00 400.00 1400A 300.00 30/100A 40/1001\ 50/100A 6C/100A 1600A 400.00 30/100A 40/100A 50/100A 6)/100A over 1600A 40/100A 30/100A 40/1001 50/100A ,0/1002\ SCHEDULE I Plumbing New Construction a Fixture Replacement $ Fixtures 1 5.00 10.00 10.00 10.00 10.00 2 7.50 13.00 14.00 15.00 16.00 3 10.00 16.00 18.00 20.00 22.00 4 12.50 19.00 22.00 25.00 28.00 5 15.00 22.00 26.00 30.00 34.00 6 & above jblus 2.50/fixture plus 3/fixture plus 4/fixture plus 5/fixture plus 6/fixture SCHEDULE J - Residential Mechanical Any covered ductwork or cadent 0.00 40.00 50.00 60.00 80.00 '(each system) All exposed ductwork or factory 0.00 20.00 25.00 30.00 40.00 asseMbledi'and, onents (one system) Installation of each additional 0.00 10.00 10.00 each 15.00 each 20.00 each system Replacement of one system 0.00 20.00 25.00 30.00 40.00 Multi-Family - exposed ductwork 0.00 `40.00 50.00 each 60.00 each 80.00 each (dwelling unit) (dwelling unit) (dwelling unit Multi-Family - covered ductwork 20.00 25.00 each 30.00 each 40.00 each (dwelling unit) (dwelling unit) (dwelling unit -4- SC10 XJ E X Commercial Mechanical Commercial Cooling (with separate distribution system, including installation of a complete cooling system with the distribution system, condenser, receiver, doling tower; or evaporative condenser coils and air handling units, etc.) Existing Alternative I Alternative II Alternative III Alter tine IV First Unit $ 0.00 $ 20.00 $ 30.00 $ 40.00 $ 60.00 Each addition unit 0.00 10.00 15.00 15.00 20.00 Replacement of system 0.00 20.00 25.00 30.00 60.00 Y Commercial Heating (Installation of a heating system including boiler, furnace, duct heater, unit heater, air handling units, and air distribution system, etc.) First Unit 0.00 20.00 30.00 40.00 60.00 Each additional unit 0.00 10.00 15.00 15.00 20.00 Replacement of a system 0.00 20.00 30.00 40.00 60.00 , Cali rcial heating and c poling (with crmbined system including the distribution system, - • boiler, furnace, ductwork, etc.) '. First Unit 0.00 20.00 30.00 40.00 60.00 Each additional unit 0.00 10.00 15.00 15.00 20.00 Replacement of a system 0.00 20.00 30.00 40.00 60.00 Camercial Ventilation and Exhaust Systems (include fans, blowers, and duct system for re oval of dust, gases, fumes, vapors, etc.) i ' i One system (including one fan & blower) 0.00 20.00 30.00 40.00 60.00 Each additional system 0.00 10.00 15.00 10.00 20.00 Hood fan commercial type cooking equipment 0.00 10.00 15.00 20.00 40.00 Commercial Range or Grill (each unit) 0.00 10.00 15.00 20.00 40.00 `t'' Deep Fat Fryer 0.00 10.00 15.00 20.00 40.00 �' L•J Oven 0.00 10.00 15.00 20.00 40.00 -5- ADDITIONAL INSPECTIONS t}+ Additional inspections may be necessary through•the failure to comply hdth applicable ox e requirements and are designated LID "Inspections Failures". The extra inspections fee is (Alternative I 20.00, Alternative II = 25.00, Alternative III = 30.00, Alternative IV = 40.00). This fee applies for all inspection ::nilures and shall be paid by the permit holder, before or at the time of inspection. MISCELLANEOUS INSPECTTCNS Extra inspections shall also include those inspections that do not fall within any following fee schedule. REFUND OF PERMIT FEES: Fees for permits issued for construction which does not occur shall not be refunded_unless the applicant can show verifiable hardship. A service charge, upon application of the person to whom'the permit was issued. Application for a refund must be made within three (3) months of the date of issuance of the permit, be accompanied by the permit, show reason or cause for a hardship as to why the refund should be made and show proof as-to no work having begun on the project. The service charges retained by the County shall be equal to the minimum fee required for that type of permit, with the exception of individual mobile homes, where the fee is fifty percent (50%) of the original fee. * NOTE: Schedule C and D are based on the cost of construction using the latest publication of the Southern Snildng Code valuation data. This data-shall be used for the type of construction, accompanying group and adjustment factor for North Carolina. ** See Attachment A -G- ORANGE COUNTY SCHED OF FEES FOR BUILDING PEBNIT3 -~�r COST OF WORK _^ 101 - 1,000 ----$ 5.00 1,001 - 5,000 ---- 12.00 '/ � . ' 5'001 - 15,000 ---- 20.00 I5,000 - 50,000 ---- 3^O0/M or fraction thereof 50,000 - 100,000 ---- 100.00 & $l.so/M or fraction ' thereof over $50,0OO 100,000 - 500,000 ---- 175.00 & $l,OO/\M or fraction ` thereof over $1OO,000 All over i1500,00O --- 575.00 & $.5O/il or fraction thereof over $500,000 Mobile Homes ------~- 10.00 Mobile Home Park --- 25,00 Plus $1.00 for each mobile home space I5,00I to I6,000 ------------------------ $ 22.00 16,001 to I7,000 24.00 OO I7,00I to 18,000 -------- 26.00 OO l8,0OI to I9,000 ------------------------ 28. I9,00I to 20,000 __._-__'__-------------' ]O.00 � 32.00 20,001 to 2I,001 to 22,000 34^00 22,00I to 23,000 ------------------------ 36.00 23,00I to 24,000 --- 38.0O 24^00I to25,000 40.00 I �6 OOO �� 25,001 to 26,000 42.00 ---- - , 26,00I to 27,000 --- 44.00 27,001 to 28,000 _ -------- 46.00 28,001 to 29,000' ________ 48.O0 29,00I to 30,000 __ ---- 50-00 30,001 to 31,000 52.00 3I,00I to 32,000 54.00 32,00I to 33,000 __- ----- 58.00 �, 33,00I to 34,000 58.00 ` � 34/OOI to 35,000 _--_- 60.00 35,001 to 36,000 - 62.00 36,00I to 37,000 - - 64.00 37'00I to 38,00O - - 66.00 38,0OI to 39,000 68.00 39,00I to 40,000 � 70.00 40,001 to 41,000 72,00 4I,00I to 42,000 74.00 42,00I to 43,000 76.00 43,00I to 44,000 ----- 78,00 44,00I to 45/000 ---- 8O.0O 45,00I to 16,000 - 82.00 46,001 to 47,000 _ --- 84,O0 47,08I to 48,000 _-___------ 86.00 48,O01 to 49,000 __ -------- 88.00 49`00I ' . . ----- 90.00 54 t: . ,. . . . CALCULATION SHEET TABLE I REVENUES - ACTUAL AND ESTIMATED FISCAL YEARS 1977-1978 1978-1979 1979-1980 1980-1981 1981-1982 Projected Budgeted Existing Fee Schedul --- Plumbing 11,557 9,957 9,488 8,337 10,000 Electrical(1) 29,794 33,341 29,886 24,825 25,000 Building 42,190 44,096 36,286 29,656 35,000 Mechanical --- --- --- 10,000 83,541 87,394 75,600 62,818 80,000 62,000 TABLE II ACTUAL EXPENDITURES* Building Inspections 86,650(3) 78,700(4) 98,359(5) Division (2) 101,460(5) TABLE III ... CALENDAR YEAR TOTALS ..... . 1975 1976 1977 1978 1979 1980 1981 Single Family Building Permits 240 295 415 401 419 263 250(estimated) Number Inspection Trips 5462 3634 3500(estimated) TABLE IV ESTIMATED COSTS PER YEAR FOR EACH INSPECTIONS TRIP FISCAL YEARS 1978-1979 1979-1980 1980-1981 1981-1982 Trips in Calender Year 1979 = 5462 $15.86/trip $14.40/trip --- --- Trips in Calender Year 1980 = 3634 --- $21,66/trim $27.01/trip $27.92/trip Estimated trips in Fiscal Year 1981-1982 = 3500 --- --- --- $29.00/trip TABLE V TOTAL INSPECTIONS TRIPS Single Family Mobile Home Single Family Residence Room Additio:. Building Footing X X X Framing X X Final X X X X 54 ( • - _ : TABLE V - Continued Single Family Mobile Home Sin.le Famil Residence Room Addition Deck lumbing Rough-In X Final X X Electrical Temporary Power X Rough-In X X Final X X X Mechanical Rough-In X X _ Final X X X Mobile Homes X X OTHER INSPECTIONS Miscellaneous Electrical (gas pumps, service changes, etc.) Temporary Electrical Final Miscellaneous Mechanical (change of heat, installation of wood burning stove, etc.) Miscellaneous Plumbing (change or addition of fixtures, slabs, etc.) Miscellaneous Building (decks, etc,) Footnotes: (1)includes mobile home fees (2)no comparable figures available *Administrative Costs Included: (3)1978-1979 = 50% Earl Bason's time (01979-1980 = 10% Ron Phillips' time (5)1980-1981 & 1981-1982 = 5% Jim Polatty's time TABLE VI TOTAL POSSIBLE FY1981-1982 ESTIMATED REVENUES ESTIMATED PROJECTED ESTIMATED (DEFICIT) ONE YEAR July 1-Oct 1 Oct 1-June 30 _ TOTAL OR SURPLUS MISTING FEE 62,000 15,500 46,500 62,000 (39,460) SCHEDULE BUDGET $ 80,000 15,500 --- --- (21,460) ALT. I 71,300 15,500 53,475 68,975 (32,485) ALT. II 93,000 15,500 69,750 85,250 (16,210) , ALT. III 118,420 15,500 88,815 104,315 2,845 , ALT. IV 152,520 15,500 114,390 . 129,890 28,430 zwrimmErcrierrges cbnat. Type Cost cost .011ding Size of Per of EXISTING ALTERNATIVE I (20/trip) NJ1ERNAT1VE II (25/trip) ADIEISUITIVo III (30/trip) N;ITtmrsiVf; IV (40/1rf! Type (Sg._Ft.) F1xt., Cont. Foot 01dg. BLDG CE FL EL iii BLDG CE FT, EL '1o1' nUXi C£ FL EL 30)' BLDG CE I'L EL Tyr n1Jx7 1U> FL EL 110'_ ",'siden1ia1. 750 6 5 35.00 26,250 44 0 18 45 101 60 20 25 45 150 75 25 30 60 190 90 30 35 90 749 120 40 40 120 120 ' ,sident1nl 1000 n 5 35.00 35,000 62 0 22 65 149 60 20 31 45 156 75 25 30 60 190 90 30 45 90 255 120 40 58 120 132 -,s1dcntia1 1250 10 4 37.00 46,250 04 0 27 65 176 100 30 37 45 212 125 35 46 60 266 In0 40 55 90 339 2110 50 64 120 414 'rai6nLia1 1500 15 3 39.00 58,500 113 0 40 65 210 100 30 52 45 227 125 35 66 60 2116 190 48 no 90 100 2110 50 94 120 464 i•sidentla1 2000 20 1 43.00 06,000 154 0 52 70 276 140 40 67 45 292 175 45 06 611 366 210 90 11)5 90 455 208 60 124 120 504 • sslrc1.n.l 1000 10 5 35.00 35,000 60 0 27 100 107 95 30 37 75 237 149 45 46 90 330 192 55 55 420 422 245 nn 64 150 519 .nmrc19] 2000 20 4 37.00 70,000 130 0 52 100 202 176 30 67 75 340 254 45 06 90 475 332 55 105 I2n 612 420 no 124 150 774 h(Io Brno — — -- - 10 0 0 15- 25 20 0 0 0 20 25 0 0 0 25 10 0 0 0 30 40 (1 n 0 40 u� 10,1 C '4/ 5 4 AGENDA ATTACHMENT 11 A Proposal for a Community Needs Assessment Process Submitted to the Orange County Commissioners by the Orange County Human Services Advisory Commission 5f3i I Introduction. Th1s proposal contains a revised work plan and budget ' for a This Needs Assessment to be carried out in Orange '- Human .e full and winter l98l-82 u� during w during 1981-82. The proposal is based on the plan drawn y the HSAC Committee on Needs Assessment.sment' On August 13, the C Steering Committee voted to commit $2500 of its $5000 budget to the plan with instructions to the Committee to modify fy the proposal consistent with that commitment of funds. Subsequently, ted that the County Commissioners reques a plan p n be drawn up based on an expanded budget. This proposal responds to the County Commissioners request and is based on discussions including members of the HSAC Needs Assessment Committee, County staff members and project consultonts. II. Goals of the Needs Assessment Process A. Develop a tool by which the County Commissioners may better' 1. Identify those areas of their responsibility for Human ServfceS that require special attention; in the first year this specifically refers to identifying and evaluating the impact of federal cutbacks on Orange County citizens in various age groups. 2' Determine the priorities in funding Human Services; 3. Provide the public reliable background by which the priorities set may be fully justified. B. Develop a tool by which the agencies maximize their resources by: 1. More effective coordination of services; 2. Assuring relevance of services provided to community needs; J. Elimination of unnecessary duplication; 4. Better education of the public regarding the County's programs for human services; 5. Greater input and feedback from the public, including consumers of Human Services. III. Proposal Overview. This proposal involves several simultaneous activities: collection of needs assessment and services,data; analysis of data by representative citizen groups; developing recommendations based an the data collected and transmitting those data to HSAC member constituents. The process is conceived of as a 8 month project beginning in September and ending in April. The intent is to make needs assessment data available for community decision-makers for use in their budget decisions on a continuous basis' The current proposal is viewed as providing a foundation 55 1 : : -Z- for subsequent - needs assessment efforts. IV. Project Work Plan A, Needs data, Data on human services needs are to be compiled through the following means: l. Conduct of an Orange County social area analyses of population characteristics relevant to human services needs based on 1980 census data' 2. Collection of analysis and review of existing studies of Orange County residents' human services needs. 3. Other data sources including N. C. Department of Health county mortality and morbidity data, population change projections, etc. 4. All data to be summarized and integrated for various population age groups including: 0-6, 7-12, 12-18, 19-25, mature adults 26-60, 60+. Attention will be paid to the socio-economic characteristics and geographic distribution and special concerns of each age group including race and sex where relevant. B. Services data. 1 . A protocol for review of agency mandates, programs, county populations served, and service plans for the next year will be developed, 2. Agencies will be interviewed to collect the services data, where data is not already available from other public documents. 3. Agency services data will be analyzed with respect to services offered for each age group. 4. When feasible, non-traditional or informal helping networks will also be included in the services data analysis. C. Community involvement and data analysis phase. l' Committees of 15 persons will be recommended by the HSAC and appointed by the County Commissioners to analyze and interpret the needs and services data to the community. Where feasible the groups will contain representatives of the population being served, service providers and community leaders. A total of six committees will be appointed, one for each of the age groups previously identified. -3- 2. Each committee will receive an orientation to its task and will be asked to discuss and prioritize community needs in their area of concern, based on the report prepared for them, other data they may choose to collect, and committee discussion. 3. Each group will then discuss service gaps or duplication based on the services report prepared for them. 4. Next each group will prepare a report detailing their view of priority needs in view of the services picture as they have analyzed it. The HSAC will develop a common format for these reports. 5. Representative(s) from all the committees will meet to develop an integrated set of recommendations that covers all of the age groups to add to the subcommittee reports. 6. The total report will be disseminated to the HSAC and to the general public for their continuing use. 7. The report will be updated on a regular basis. Project Management and Implementation The Orange County HSAC proposes that a steering committee be established to oversee the Needs Assessment and to make decisions as to allocation of program budget. This steering committee would include three HSAC members, including the chairperson of the HSAC Needs Assessment Committee, the County Finance Director and the Assistant County Manager. Upon consultation with the project steering committee, the Assistant County Manager would hire such consultants as needed to implement the projects. The Chair- person of the HSAC Needs Assessment Committee would act as overall coordinator for the project and communicate with the Commissioners and the HSAC for the project. The HSAC Needs Assessment Committee, composed of HSAC Agency representatives would provide advice and material assistance to the prgject, This Committee would be appointed by the HSAC. -4_ Assistance in carrying out the project will be sought from COG staff, graduate and faculty volunteers and others as identified that can be sought with- out cost to the County. Proposed Staffing Plan Staff for the project will come from several sources: 1. County Managers Office supervision time. 2. HSAC Members time contributions. 3. Volunteer assistance from UNC students and faculty. 4, Paid expert consultants. S. Paid staff assistance, The H3AC proposes that a project coordinator be hired for 6 months on a consultant basis to carry out the major day-to-day operations of the project. The Assistant County Manager would serve as the administrative supervisor for the project coordinator. The Needs Assessment Steering Committee Chairperson would provide overall project guidance to the staff assistant. A part time typist would also be hired for the projeut. In addition, such paid expert consultants would be hired as necessary to assist in developing agency protocols, working with the six needs assessment priority setting groups, and the dissemination of the final report, Needs Assessment Project Roles and Responsibilities County Commissioners Provide Financing Approve Basic Directions of Project Appoint Priority Setting Groups County Staff Provide Managerial Direction for: Services Data (County Finance Officer) Needs Data (County Manager's Office) Serve on Steering Committee (Asst. County Manager, Finance Officer) Disburse Project Funds and Provide Financial Accountability 554 . . -5- HSAC Member Agencies (Through Needs Assessment Committee) Provide Advice and Material Assistance for: Various Data Collection Activities Steering Committee Chairperson Chair Project Steering '..:=mitts Keep Commissioners and HSAC informed as to Project Development Direct Community Priority Setting Activities Project Coordinator 1. Services Data retrieval and analysis [under supervision of Consultants and County staff). 2. Preparation of Services Data Reports to Priority Setting Cunmittees, 3. Assistance in preparation of Needs Data Reports to Priority Setting Groups. 4. Logistics of appointment, orientation, and staffing Priority Setting Groups. 5. Supervision of the preparation and dissemination of project materials. 6. Coordinate project evaluation. Project Steering Committee l, Advise in hiring project coordinator. 2. Monitor project activities and approve project procedures, 3. Participate in project evaluation. Potential Consultant Roles Assistance in development of a Services Data Protocol Assistance in preparation of Services Data and Needs Data Reports to Committees Training student facilitators for Priority Setting Groups (if needed) Assistance in orienting Priority Group Chairpersons Assistance in developing a common format for printing Group Reports Consultation to final report writing Committee Allocation of Project Funds « Consultant Fees S 1^500 Project Coordinator (6 mu' @ S500.) 3`600 Project Typist (25 days @ $36') 908 Contingency 1,000 Total S 7,000 5�� -6' Sources of Project Funds $2,500 from Com1ssiuners allocation to HSAC $4,E00 from Commissioners direct allocation to project AMNIA ATM:EVENT 14 & Bill, Please place the enclosed Resolution on the Commissioners agenda for action as soon as possible. The offer to purchase and deed should also be agenda attachment s . will have the original offer to purchase and deed with me when the matter is acted on by the Board. 14=-111411144 4. -Nw. ey E. Gledhill GEG/jac Fitr:)'( COLEMAN, BERNHOLZ, DICKERSON, AGENDA ATTACHMENT 13 BERNHOLZ, GLEDHILL& HARGRAVE ATTORNEYS AT LAW 110 CHURTON STREET HILLSBOROUGH.N C 27278 9-7322196 -9128000 APEL HILL OFFICE oUTE 20,FRANKUN BUILDING August 20, 1981 137 B.FRANKLIN STREET CHAPEL HILL NC 27514 9199297151 LEGAL CLINICS 136 E-ROSEMARY STREET NCNB PLAZA CHAPEL HILL NC 27514 9199290394 116 W.MAIN STREET DURHAM,N C 27701 919-6813-9631 ALONZO S COLEMAN JR Mr. William T. Laws STEVEN A.BERNHOL2 DONALD R.DICKERSON Orange County Manager 900590 BERN' GEOFFREY E.GLEDF Orange County Courthouse OLi DOUGLAS HARGRAVE 106 Margaret Lane MARTIN J BERNHOLZ Hillsborough, North Carolina 27278 PATRICIA STANFORD HUNT DOUGLAS WEBB Of Counsel Re: Disposition of Purchase Order 02088 BONNER D.SAWYER 11902 19721 Amended with Landmark, Inc. and Recommendation Dear Bill: The enclosed memo from Roscoe to Sam recommends presentation of this matter to the Board. To my knowledge, no action has been taken on Roscoe's recommendation. Please review and advise. Very truly yours, 1. eoffre . Gledhill GEG/jac Enclosure cc: Roscoe Reeve 55t AGENDA ATTAc HNE NT 13 i4:1*/ CENTRAL LAND TITLE RECORDS PROJECT ORANGE COUNTY FROM ROSCOE E.REEVE of Ln 158 EAST MARGARET LANE HILLSBOROUGH. N C. 27278 LAND RECORDS MGR GERALDINE H.WEATHERS ASST REGISTER OF DEEDS 'DATE: May 29, 1981 SUBJECT: Dispositionnof Purchase Order #2088 Amended with Landmark Inc. and Recommendation. TO: S. M. Gattis, County Manager On Thursday, April 23, 1981, Geoffrey Gledhill and I, along with Don Hollaway and David Rogers of the State Land Records Management Program, met with Tim Smith, Vice President of Landmark Inc., to discuss the claim that additional funds were owed by Orange County to Landmark for the digitizing of Orange County's tax maps. It was determined and agreed to by all present that no additional funds were owed by Orange County,and that Mr. Smith had errored when he believed that our contract had not been paid. It was stated that Landmark had run over its cost on the drafting of PIN's onto the tax maps by over $2000, by 4 Mr. Smith. The state officials suggested that if funds were available, $500 would be a fair adjustment for Orange County to make for the "good_faith° completion bf the project by Landmark. I recommend that this adjustment be considered and presented to the Commissioners for their consideration. CC: Geoffrey Gledhill, County Attorney / COLEMAN, BERNHOLZ, DICKERSON, AGENDA ATENCI-E4ENT 14 & 15 BERNHOLZ, GLEDHILL & HARGRAVE ATTORNEYS AT LAW 110 CHURTON STREET LSEICROuGH.N C 27278 732 2196 942 8000 HILL OFFICE Suit 20.FRANIWN BUILDING August 20, 1981 137 E FRANKLIN STREET CHAPEL MILL. C 27514 919-929-7151 LEGAL CLINKS 136 E ROSEMARY STREET NCNB PLAZA CHAPEL um HILL N C 27514 Mr. Emery B. Denny, Jr. 919,929- 116 W MAIN STREET Haywood, Denny and Miller . DLIIHM4.N C 27701 Attorneys at Law 919-6E18-5611 P. O. Box 1020 ALONZO B COLEAN R. STEVEN A.BERNHOL1 M J Chapel Hill, North Carolina 27514 DONALD R.DICKERSON ROGER B.BERNHOLZ GEOFFREY E.GLF.OHILL Re: Knolls Development/Sewer Assessment; DOUGLAS HARGRAVE Your reference - Parcel #6974 and 8128 MARTIN J BERNHOLZ PATRICIA STANFORD HUNT DOUGLAS WEER Dear Emery: CR Counsel BONNER D.SAWYER 11502.19721 This letter is a follow-up to our telephone conversation of some time age concerning the above two parcels of land located within the Town of Chapel Hill. Both parcels have unpaid sewer assessments and have been referred to your office for collection. With respect to parcel #6974, conveyed to Orange County by deed recorded in Book 281, Page 1211, Orange County Registry, Orange County will convey its interest in the property to Vanguard Energy Company. This conveyance will be expressly subject to any claims or liens of the Town of Chapel Hill for assessments. Our correspondence with Vanguard indicates that it is willing to pay the assessment annually. It is apparently not in a position to pay the entire sum in one payment. Negotiations with Vanguard Energy Company through Jack Carlisle, 7615 Fayetteville Road, Raleigh, North Carolina 27603, concerning this matter should prove fruitful. I have nothing new to report regarding the other parcel. We have been unsuccessful in efforts to sell this property. Very truly yours, /Th //GeofFE-71-i-r,,E Gledhill GEG/jac cc: Mr. William T. Laws AGENDA ATIACEINIENT 14 56 C NORTH CAROLINA DEED ORANGE COUNTY THIS DEED, made and entered into this day of , 19 , by and between ORANGE COUNTY, Party of the First Part; and VANGUARD ENERGY COMPANY, Party of the Second Part; WITNESSET H: THAT said Party of the First Part , in consideration of the sum of One Thousand Three Hundred and No/100 Dollars to it in hand paid, the receipt of which is hereby acknowledged, has pursuant to North Carolina General Statute Section 105-376 (c) , bargained and sold, and by these presents does bargain, sell and convey unto the said Party of the Second Part, its heirs and assigns a certain tract of land lying and being in Chapel Hill Township, Orange County, North Carolina, and more particularly described as follows: All that certain lot or parcel of land situate, lying and being on the West side of Wentworth Street and known and designated as part of Lot 1, Block B, of COLE HEIGHTS EXTENSION No. 2 as surveyed and plotted by F. M. Carlisle, in May, 1947, and which said lot hereby conveyed is more particularly described as BEGINNING at a stake on the West property line of Wentworth Street, which is established by measuring North 6 degrees 55' East from a point in line with North line of School Street and running thence along the West property line of Wentworth Street North 6 degrees 55' East 100 feet to a stake in the South property line of Johnson Street extended; running thence along the South property line of the said street South 85 degrees 48' West 150 feet to a stake in the Eastern line of the property formerly owned by Pacific Mills; running thence with the line of that property South 40 degrees 16' West 88 feet, more or less, to a stake, the Northwest corner of property of F. M. Carlisle, III; running thence with the line of that property South 82 degrees 51' East 195 feet to the BEGINNING. TO HAVE AND TO HOLD, said lands and premises, together with all privileges and appurtenances thereunto UNIAN BERNHOLZ KERSON BERNHOLZ belonging to it the said Party of the Second Part and its Guxma HARGgM/E. - OREYS AT LAW heirs and assigns forever, free and discharged from all 1-1APEL N C LLSBORCUGH C right, title, claim or interest of the said Party of the First Part or anyone claiming by, through or under it. This conveyance is made expressly subject to any and all claims and liens of the Town of Chapel Hill, Orange County, North Carolina for assessments and related charges, in the amount of at least S1,327.37 , IN TESTIMONY NHEREOF, said Party of the First Part, has hereunto set its hand and seal the day and year first above written. vR.A1,;GE BY: (SEAL) Anne Barnes, Chairperson Orange County Board of Commissioners ATTEST: Paulette Priden-Pond Clerk to the Orange County Board of Commissioners NORTH CAROLINA ORANGE COUNTY This is to certify that on this day personally appeared before me Paulette Pridgen-Pond, with whom I am personally acquainted, who being by me duly sworn says that Anne Barnes is the Chairperson of the Board of Commissioners for the County of Orange and that she, Paulette Pridgen-Pond, is the Clerk to the Board of Commissioners for the County of Orange, a body politic and corporate, described in and which executed the foregoing Deed; that she knows the common seal of said County of Orange; that the seal affixed to said instrument is said common seal; that the name of the County of Orange was subscribed thereto by the said Chairperson of the Board of Commissioners for the County of Orange and that the said Chairperson of the Board of Commissioners for the County of Orange and said Clerk to the Board of Commissioners for the County of Orange subscribed their names thereto and said common seal was affixed, all by and that said instrument is the act and deed of said County of Orange. WITNESS my hand and notarial seal, this the day of , 1981. Notary Public My commission expires : -2- LEMAN BERM-SOLI BEFINHOLZ GLEDHILL SL HAROP.ANE TCRNEYS AT LAW HAPEL HELL-N C .L5BCROLICH.N C 562 AGENDA ATTACHMENT 14 NORTH CAROLINA OFFER TO PURCHASE , ORANGE COUNTY THIS OFFER TO PURCHASE, entered into this aj day of February, 1981, by and between VANGUARD ENERGY COMPANY of %Ls- Ayerru4AA. R4/ak /1A: 0:703 , Party of the First Part; and ORANGE COUNTY, Party of the Second Part; WITNESSET H: WHEREAS, on November 8, 1977 , ORANGE COUNTY Purchased the lands described hereinbelow at public sale by Sheriff's Deed recorded at Deed Book 281, page 1211, Orange County Registry; WHEREAS, that said public sale was conducted pursuant to execution issuing by the Court in civil action no, 77-Cy -706 entitled "Orange County v. University Garden Apartment, Shelton Gene Lloyd and Part and Lot 1, Block B and Cole Heights Extension No, 2 , " same being an action of foreclosure for non-payment of Orange County property taxes; WHEREAS, said Party of the First Part had an ownership interest in said lands that were foreclosed and sold for unpaid county taxes; AND WHEREAS, the said Party of the First Part now desires to repurchase from ORANGE COUNTY said lands hereinbelow described. NOW, THEREFORE, in consideration of the following terms and conditions, said VANGUARD ENERGY COMPANY makes the following offer to purchase; 1. VANGUARD ENERGY COMPANY hereby offers to purchase the following described land from ORANGE COUNTY: Being that certain tract of land lying and below Chapel Hill Township, and describes as follows: All that certain lot or parcel of land situate, lying and being on the WesL side of lie,ilLtio.ctil Stre,et and known and designated as part of Lot 1, Block B, of COLE HEIGHTS EXTENSION No. 2 as surveyed and plotted by F. M. Carlisle, in May, 1947 , and which said lot hereby conveyed is more particularly described as BEGINNING at a stake on the West property line of Wentworth Street, which is established LEMAN. BERNHOLZ, by measuring North 6° 55' East from a point in line with North lin- KERSON.BERNHOLZ of School Street and running thence along the West property line 0' GLEDMLL Wentworth Street North 6° 55 ' East 100 feet to a stake in the Sout HARORAVE property line of Johnson Street extended; running thence along the -TORNEY5 AT LAN HAP.L HILL.NI C. South property line of the said street South 85° 48 ' West 150 feet .LSBORCCOH.ti c to a stake in the Eastern line of the property formerly owned by Pacific Mills; running thence with the line of that property South 40° 16 ' West 88 feet, more or less , to a stake, the Northwest corner of property of F. M. Carlisle, III; running thence with the line of that property South 82° 51' East 195 feet to the BEGINNING. 2. VANGUARD ENERGY COMPANY agrees to pay as a purchase price for said land that price as determined by Orange County Commissioners, or their designates and agents, at whatever time Orange County finally determines the sale price for said property. It is understood that the minimum sale price will be ONE THOUSAND TWENTY-SEVEN AND 75/100 DOLLARS ($1,027.75) , but no representation is made as to the final sale price. 3. Accordingly, the said VANGUARD ENERGY COMPANY hereby pays and delivers to the law firm of COLEMAN, BERNHOLZ , DICKERSON, BERNHOLZ, GLEDHILL & HARGRAVE, as escrow agents and County Attorney for Orange County, the sum of ONE THOUSAND TWENTY-SEVEN AND 75/100 DOLLARS ($1,027.75) , same to be held by said escrow agent pending a final determination by Orange County of the sale price for said property to VANGUARD ENERGY COMPANY. 4. In the event that said Orange County agrees to sell said property to VANGUARD ENERGY COMPANY then Orange County, by and nrough said escrow agent hereinabove named, will notify VANGUARD ENERGY COMPANY in writing of the agreed upon purchase price, and within 30 days of the date of said written notice the said VANGUARD ENERGY COMPANY shall pay to said escrow agent any balance due on said purchase price. Within ten (10) days of the receipt of payment of the balance due, if any, on said purchase price, Orange County will, deliver to the said VANGUARD ENERGY COMPANY a deed conveying the above described premises. 5. It is understood by the said VANGUARD ENERGY COMPANY that this offer is not at this time accepted by Orange County and may after review and consideration be rejected by Oramrm County. It is further understood that the said ONE THOUSAND TWENTY-SEVEN AND 75/100 DOLLAR3 ($1,027.75) deposited contemporaneously here- with with said escrow agent is a minimum possible purchase price for said property. It is further understood and agreed that in the BEAN-HCLT sIEZ■SON MR:4110121 event that the said VANGUARD ENERGY COMPANY does not deliver to GLWMILL HAACRANE said escrow agent within the time described hereinabove, the TCRNEYS AT LAW HAPEL HILL N C 1-55CEOUCH N C -2- 5B4. balance of said purchase price, then the sum of TWO HUNDRED SEVENT - FIVE AND NO/100 DOLLARS ($275.00) of said deposit will be for- feited to Orange County for attorney 's fees associated with the review of and preparation of this offer and said escrow agent will refund the balance to the said VANGUARD ENERGY COMPANY or its agent or agents. This the ,a fl day of /4---c24 1981. VAN/UARN0;;ALGY COMPANY By: (SEAL) ONE THOUSAND TWENTY-SEVEN AND 75/100 DOLLARS (S1,027 . 75) good faith escrow deposit money received this date by COLEMAN, BERNHOLZ, DICKERSON, BERNHOLZ, GLEDHILL & HARGRAVE, CIA-4 ck 4-C.6 7 s' ffaTA 'ARGRAV //tY 110 N. Churton Street Hillsborough, North Carolina 27279 c 3,2-tf--(61 (919) 732-2196 BERNHOLZ. :EASON BERNHOLZ GLEDHILL & HARGRAVE TORNEYS AT LAW HAPEL HILL N C I-EBOROUGH N C -3- 1-5L mr_INLUIS 565 NORTH CAROLINA RESOLUTION ORANGE COUNTY WHEREAS, VANGUARD ENERGY COMPANY (Vanguard) of 7615 Fayetteville Road, Raleigh, North Carolina 27603 , has offered to repurchase from Orange County land previously owned by it and foreclosed by Orange County for non-payment of property taxes and more fully explained in that offer to purchase attached hereto; WHEREAS Vanguard has offered to purchase said land for the sum of ONE THOUSAND TWENTY-SEVEN AND 75/100 DOLLARS ($1,027 .75) and has deposited same with Douglas Hargrave as escrow agent; NOW, THEREFORE, it is resolved that Orange County, by and through its governing unit, pursuant to North Carolina General Statute §105-376(c) , in its discretion will sell and convey to Vanguard Energy Company a former owner of the property hereinbelow described: /All that certain lot or parcel of land situate, lying and being on the West side of Wentworth Street and known and designated as part of Lot 1, Block B, COLE HEIGHTS EXTENSION No. 2 as surveyed an' plotted by F. M. Carlisle, in May, 1947, and which said lot hereb7 conveyed is more particularly described as BEGINNING at a stake on the West property line of Wentworth Street, which is established by measuring North 6° 55 ' East from a point in line with North lin of School Street and running thence along the West property line o Wentworth Street North 6° 55' East 100 feet to a stake in the South property line of Johnson Street extended; running thence along the South property line of the said street South 85° 48 ' West 150 feet to a stake in the Eastern line Of the property formerly owned by Pacific Mills; running thence with the line of that property South 40° 16' West 88 feet, more or less, to a stake the Northwest corner of property of F. M. Carlisle, III; running thence with the line of that property South 82° 51' East 195 feet to the BEGINNING, (same having been purchased at foreclosure sale by Orange County at Deed Book 281, Page 1211, Orange County Registry) , The County Attorney is directed to prepare a deed conveying 4 same to Vanguard, cuilect the purchase price from the said Vanguard, deduct attorney's fees of TWO HUNDRED FIFTY AND NO/100 DOLLARS ($250 .00) for preparation of said deed and all time expended by said attorney in this matter, and disburse the balance 20LEMAN BERNHOLZ SEVEN HUNDRED SEVENTY-SEVEN AND 75/100 DOLLARS ($777.75) to Orange >ICC-R.50N. BERN-HOLZ GLEDHILL County. y.H AR G RAVE ATTORNEYS AT LAW CHAPEL HILL N c This the 6— day of , 1981. HILLSBOROUGH.N C ANNE BARNES, Chairman, Orange County Board of Commissioners /v1 F 9- 5 6 AGENDA /1/2MCIIMENT 16 A @range Tuuntg Department of.4,,qacia1 ruirø 300 W TRYON STREET HILLSBOROUGH NORTH CAROLINA 27278 BOARD TELEPHONE HILLSBOROUGH OFFICE HBASOI .367 B2E1 SAM ENGLISH HILLSBOROUGH OFFICE 732 9361 7324)1E1 .ANICC SCHOPLER August 31, 1981 CHAPEL HILL OFFICE 929 04.6 ANNE BARNES R J muRPHy MO ERFIECTOR THOPAAS WARD MEMORANDUM TO: Bill Laws, Acting County Manager FROM: Thomas M. Ward, Director Social Services SUBJECT: Commissioners Agenda of 47.8-81 Re: Frozen Positions We currently have two resignations in Clerical positions, one due to the pay differential between our pay scale and that of private industry, and the second due to the retirement of Mable Boggs. These positions are very critical to our program at this time since our Reduction-in-Force proposal has placed added duties an the clerical staff. I strongly recommend the replacement of these two staff members. Position #061335 - Clerk Receptionist II This position is assigned to the main reception deck in Hillsborough to handle telephone calls, take messages, make appointments, wait on walk-in clients, pre-screen Food. Stamp applicants, issue work permits, type as time permits. Position #06173 - Clerk/Typist III This position provides primary typing for the WIN and Day Care Staff; prepares, checks and processes for payment all claims for Day Care reimbursement. 56't /1)/4) 1 4: AGENDA ATTACHMiT 16 B ORANGE COUNTY PERSONNEL DEPARTMENT 106 E. Margaret Lane Hillsborough, N,C..27278 BEVERLY M.WHITEHEAD PERSONNEL DIRECTOR MEMORANDUM TO: Bill Laws Acting County Manager FROM: Beverly M. Whiteheat 3211$‘' Personnel Director DATE: September 2, 1981 SUBJECT' Authorization to fill vacancy This office is requesting authorization on behalf of Mark Rees to fill a vacant Central Services Clerk-position in the Purchasing and Central Services Department. This positior is vacant due to the transfer of an employee. Further, I have been advised by Mr. Rees that the position is critical to continued operations in his department. If this item can be placed on the September 8 agenda for the Board's consideration, I would greatly appreciate it. cc: Mark Rees, Acting Assistant County Manager Paulette Pridgen-Pond, Clerk to the Board AnEqualOpportunity/Affirmativerlafon Employer /102 if 9- 11- .77 56c AGENDA ATTACHMENT 17 PROCLAMATION WHEREAS, the Honorable James B. Hunt, Governor of Norzn ceroiina, has designated September 14 - 18 "Clean Up Litter Week" on North Carolina Highways; and, WHEREAS, The Orange County Board of Commissioners recognizes the benefits derived to the County when the highways and streets in the County are kept free of litter; and, WHEREAS, the Board of Commissioners recognizes the negative impact on visitors and citizens when litter is permitted to accumulate; and, WHEREAS, the Orange County Board of Commissioners wishes to encourage and endorse the concept of "Clean Up Litter Week;" and, THEREFORE, asks the Citizens of Orange County, in cooperation with the Orange County Board of Commissioners, the Homemakers' Extension Clubs of Orange County and the Governor of North Carolina, to set aside the week of September 14 - 18, as CLEAN UP LITTER WEEK IN ORANGE COUNTY. NOW, BE IT THEREFORE PROCLAIMED, THAT THE ORANGE COUNTY BOARD OF COMMISSIONERS DOES HEREBY DESIGNATE SEPTEMBER 14 - 18 rtrAN UP LITTER WEEK IN ORANGE COUNTY This., the . --- day of September, 1981. ANNE BARNES, CHAIR Orange County Board of Commissioners 56.,. , — AGENDA ATIACHMENT 18 ......• . ,. .. _ . .- -— ',."--- A 1 OA „Nu rtir garulina General c'kssentblg , jiuusg of tepruscutzttiires (.t .-i ' ' : Atate 7ic3islatisie pun c itcs : \1,.1' .'r;4::,%.f ii ) P,ttleiljlr 271511 1.; ■ I 1 "3' RCP JOE HACSNCY July 8, 1981 : •,1 -% .'":4 17TH 131,r4,c1. P. 0. 130X 1329 CHAPEL HILL N C 27514 The Honorable Anne Barnes Chairman, Orange County Commissioners 313 Severin Street Chapel Hill, North Carolina 27514 Dear Anne: I am writing to let you know that SB 711 Sedimentation Act Amendments, which provides that local governments may not have stricter sedimentation control regulations than the . state standard, has been derailed and post- pond f6r consideration if. October. This I - bill was included in the recommended aporo- Priations special bill package at the last moment by those interested in its passage. My motion to delete it from the package was supported by a majority of the members of the full Appropriations Committee. If you are interested in keeping the authority for stricter controls in this area, I suggest you make your position known to Ron Aycock and other appropriate persons over here. V y t uly yours, i 1,s. -------, ,,,i JoiVlackney ,- •, j"ill :A Orange County Commissioners 57C AGENDA A • i 18 r.----' - GENERAL ASSEMBLY OF NORTH CAROLINA SESSION 1981 :,:-- .• ,-- ..-:. . ....: ,..„. .,. . . SENATE BILL 711 Short Title: Sedimentation Act Amendments. (Public) Sponsor,: Senators Noble; and Hardison. . • . - • . • Referred to: Appropriations. -- June 24, 1981 1 A BILL TO BE ENTITLED 2 AN ACT TO AMEND CHAPTER 113A OF THE GENERAL STATUTES TO REQUIRE 3 THAT LOCAL GOVERNMENT EROSION AND SEDIMENTATION CONTROL 4 PROGRAMS SHALL BE NO MORE RESTRICTIVE THAN THE STATE EROSION q'.,.. 5 AND SEDIMENTATION CONTROL PROGRAM. _ -- __ 6 The General Assembly of North Carolina enacts: 7 Section 1. G.S. 113A-54 (d) (1) , as the same appears in 8 Part II of 1978 Replacement Volume 31 of the General Statutes, is 9 amended to read as follows: 10 n (1) Assist and encourage local governments in developing 11 erosion and sedimentation control programs and, as part of such 12 assistance to develop a model local erosion control ordinance, 13 which shall be no more restrictive than the requirements of this 14 Article, and approve, approve as modified, or e-jaDprz.,72 local 15 plans submitted to it pursuant to G.S. 113A-60;n. 16 Sec. 2. G.S. 1131-60(b) , as the same appears in Part II 5,- 17 of 1978 Replacement Volume 31 of the General Statutes, is amended 18 to read as follows: 19 " (b) The Commission shall review each program submitted and 20 within 90 days of receipt thereof shall notify the local 21 . -__ 571 GENERAL ASSEMBLY OF NORTH CAROUNA SESSION 1981 1 government submitting the program that it has been approved,4ft 2 approved with modifications, or disapproved. The Commission 3 shall only approve a program upon determining that its standards 4 equal and do not exceed those of the model local erosion control 5 ordinance developed in accordance with G.S. 113A-54 (d) (1) ." 6 Sec. 3. This act is effective upon ratification. 7 8 9 11 12 13 iL 15 16 17 16 19 20 21 22 4,1 24 25 25 27 28 2 Senate Bill ill