HomeMy WebLinkAboutAgenda - 09-02-2008 - 4gORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: September 2, 2008
Action Agenda
Item No.
_ SUBJECT: Housing Rehabilitation Program - N.C. Housing Finance Agency
DEPARTMENT: Housing/Community Dev. PUBLIC HEARING: (Y/N) No
ATTACHMENT(S):
Assistance. Policy INFORMATION CONTACT:
Procurement/Disbursement Policy Tara L. Fikes, 919-245-2490
PURPOSE: To adopt Assistance, Procurement, and Disbursement Policies for the 2008 Single
Family Housing Rehabilitation Program funded by the N.C. Housing Finance Agency.
BACKGROUND: In early 2008, the County received $400,000 from the N.C. Housing Finance
Agency (NCHFA) to provide housing rehabilitation services for approximately 15 low-income
homeowners living in substandard housing in all areas of the County excluding the Town of
Chapel Hill. One requirement of this funding is the adoption of an Assistance Policy that
governs the administration of the Orange County program. Additionally, NCHFA requires the
County to adopt a Procurement Policy that details the bid solicitation process and a
Disbursement Policy that details the payment process.
All policies have been drafted and are attached to this abstract for review and approval.
FINANCIAL IMPACT: This $400,000 award represents additional funding available in the
community for the repair of substandard housing. Specifically, this funding along with the
$400,000 Community Development Block Grant received in 2007 provides a total of $800,000
(minus administrative expenses) available for housing repair for the next two years.
RECOMMENDATION (S): The Manager recommends that the Board adopt the Assistance
Policy, Procurement Policy, and Disbursement Policy for the 2008 Single Family Housing
Rehabilitation Program funded by the N.C. Housing Finance Agency.
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Orange County
Assistance Policy
For the 2008 Cycle of the
Single-Family Rehabilitation Program
What is the Single-Family Rehabilitation Program? Orange County ("the County")
has been awarded $400,000 by the North Carolina Housing Finance County
("NCHFA") under the 2008 cycle of the Single-Family Rehabilitation Program
("SFR2008"). This program provides funds to assist with the rehabilitation of
moderately deteriorated homes that are owned and occupied by lower-income
households. Orange County plans to apply the funds toward the rehabilitation of
about ten (10) houses within Orange County.
This Assistance Policy describes who is eligible to apply for assistance under the
SFR program, how applications for assistance will be rated and ranked, what the
terms of assistance are and how the whole rehabilitation process will be managed.
The County has tried to design this SFR2008 project to be fair, open, and consistent
with the County's approved application for funding and with NCHFA's SFR Program
Guidelines.
The funds provided by NCHFA come from the US Department of Housing and Urban
Development's (HUD) federal HOME Investment Partnerships Program.
The form of assistance will be no interest, no payment loans which are forgiven at the
rate of $3,000• per year with a grant of up to $8,000 for lead hazard reduction
activities when applicable.
Who is eligible to apply? There are three major requirements to be eligible for
SFR2008 assistance. First, only elderly (62+) or disabled owner-occupants are
eligible. Disabilities must be verifiable. Secondly, the homeowner's family or
household must be below a certain income limit. Finally, the applicant's house must
be deteriorated, but not so much that the homes selected for rehabilitation cannot be
brought up to standards with the limited funding available. Unfortunately, some
otherwise-eligible families will be deemed ineligible because their homes fail this test.
More specifically, to be eligible for consideration, homeowners must meet the
following requirements:
• Applicants for SFR rehabilitation funds must prove that they own and occupy the
property to be rehabilitated as their primary residence.
• Applicants must reside within the service area.
• Applicants' homes must meet all of the tests listed below. (See "What types of
houses are eligible?"below)
• Applicants' household incomes must fall below 80% of the area median. (See far
right column of chart below.)
2008 Income Limits for Orange County's
Single-Family Rehabilitation Program
Number in
Household 3D% of Median 50% of Median
("Very Low
Income' 80% of Median
(°Low Income")
1 $15,000 $24,950 S39 950
2 $17,100 $28,500 $45,650
3 $19,250 $32,100 $51,350
4 $21,400 $35,650 $57,050
5 $23,100 $38,500 $61600
6 $24,800 $41,350 ;66 200
7 $26,550 $44,200 $70 750
8 $28,250 $47,050 $75 300
What types of houses are eligible? Properties are eligible only if they meet all of
the following requirements:
• The property must be an owner-occupied, single-family house within Orange
County.
• The property must require at least $5,000 of improvements in order to meet SFR
program standards.
• The property must be free of environmental hazards and other nuisances as
defined by all applicable codes or regulations, or any such hazards or nuisances
must be corrected as part of the rehabilitation of the unit. The County's
Rehabilitation Specialist will determine whether there are environmental
hazards/nuisances present on the site and if they can be removed through
rehabilitation.
• The property must be economically feasible to rehabilitate. This means that it
must be possible to bring the unit into compliance with all SFR2008 rehabilitation
standards at a cost not exceeding the program limits, which is the lesser of
$40,000 or $48,000 for homes that require lead hazard reduction.
• The average cost of rehabilitation for the 10 units to receive assistance must be
less than $37,500, therefore some applicants may have to be declined in order to
keep the average cost below that level.
• Properties cannot be located in the right-of--way of any impending or planned
public improvements. The County's Rehabilitation Specialist will assist in making
this determination.
• The property must be current with all taxes. County staff will assist in verifying
status.
• The property cannot be located on a site that is endangered by mudslides,
landslides or other natural or environmental hazards. The Rehabilitation
Specialist will work with the homeowner to make this determination, if needed.
• Manufactured housing is not eligible for assistance.
• The property may not be located in a flood hazard area. (Orange County will
verify whether the home is in the flood plain.)
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The property cannot have been repaired or rehabilitated with public funding of
$5,000 or more within the past 10 years.
Properties must remain affordable after rehabilitation meaning the post
rehabilitation value cannot exceed $200,160. Orange County makes this
determination after bids are received and the results will be available for review.
Informing potential applicants about SFR2008 will consist of several measures.
All local governments in the County will be notified that the project is unden~vay. A
press release will be issued to the local newspapers serving Orange County.
Information will also be placed at the Senior Centers, Department of Social
Services, Health Department, local housing non-profit organizations, and local
churches.
How are applications ranked? There are many more eligible households (with
eligible houses) than can be assisted with the available funds. (Statewide, less than
one eligible household out of 1,000 can be assisted under SFR2008.) Therefore,
Orange County has devised the following priority system to rank eligible applicants,
determine which of them will be selected for assistance and in what order. Under this
system applicants will receive points for falling into certain categories of special need.
The applications will be ranked according to which receive the most points.
Priority Ranking System for Orange County's
zuuts Singe-ramily Rehabilitation Program
Special Needs (for definitions, see below) Points
Elderly Head of Household (62 or older) 4
Disabled Head of Household 4
Disabled or Elderly Household Member (not Head of Household) 2
Income (See Income Table above) Points
Less than 30% of County Median Income 8
30% to 50% of County Median Income 5
50% to 80% of County Median Income 1
In the case of equivalent rankings based on the above criteria the applicant
with the lowest percentage of median income will rank highest.
The definitions of special needs populations are:
• Elderly. An individual aged 62 or older.
• Disabled: A person who has a physical, mental or developmental disability that
greatly limits one or more major life activities, has a record of such impairment, or
is regarded as having such impairment.
• Head of Household: The person or persons who own(s) the house.
• Household Member. Any individual who is an occupant (defined below) of the
unit to be rehabilitated shall be considered a "household member" (the number of
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household members will be used to determine household size and all household
members are subject to income verification).
Occupant. An occupant is defined as any immediate family member (mother,
father, spouse, son/daughter of the head of the household, regardless of the time
of occupancy); or non-immediate family member who has resided in the dwelling
at least 3 months prior to the submission of the family's application.
Recipients of assistance under the SFR program will be chosen by the above criteria
without regard to race, creed, sex, color or national origin.
What are the terms of assistance under SFi22008? Orange County will provide
several types of assistance to the homeowners whose homes are selected for
rehabilitation. Orange County will determine the scope of work needed to meet SFR
program standards, prepare a work write-up and bid documents, solicit competitive
bids from approved contractors, provide contract documents, conduct a pre-
construction conference, inspect work in progress, and disburse funds to the
contractor.
To pay for the rehabilitation work, Orange County will provide part of the funds in the
form of an interest-free forgivable loan to the homeowner forgiven at the rate of $
3000 per year with a grant of up to $8,000 for lead hazard reduction activities when
applicable. This is a loan, placing a "mortgage",alien on the property and it will be
secured by a Deed of Trust. As long as the borrower lives in the home, no payments
on the loan will be required. Of course, if the recipient prefers, the loan can be paid
off at any time, either in installments or as a lump sum payment. Furthermore, no
payment will be required as long as the house continues to be both owned and
occupied by a household whose income is less than 80% of the median income.
That means any heir who may inherit the property from the original borrower, or any
buyer who may wish to buy the property to live in, may "assume" the loan with prior
written approval of the North Carolina Housing Finance County, and make no
payments, so long as they can document that they are income-eligible.
Default can occur if the property is sold or transferred to another person, if the
borrower fails to use the home as a principal residence or upon the death of the
borrower.
Each unit must use a minimum of $5,000, but not more than $40,000 or $48,000 for
lead hazard reduction of SFR2008 funds. The amount will depend on the scope of
work, as determined by the Rehabilitation Specialist, and the best bid received. The
average cost of rehabilitation for the 10 units to receive assistance must be less than
$35,000, therefore some applicants may have to be declined in order to keep the
average cost below that level.
Orange County will offer, subject to NCHFA approval and homeowner acceptance,
the possibility of having access to the Duke Power loan pool to finance certain energy
related costs if the lowest bid exceeds the cost limits of the SFR Program. This will
be on a case by case basis.
What kinds of work will be done? Each house selected for assistance will be
rehabilitated to meet all SFR2008 program rehabilitation standards. That means
every house must, upon completion of the rehabilitation:
• Meet the US Department of Housing and Urban Development ("HUD°) Section 8
Housing Quality Standards and any Minimum Housing Codes which apply.
(These are so-called "habitability standards" which set minimum standards for
decent, safe and sanitary living conditions.)
• Meet or exceed NCHFA Energy Standards. (These are standards designed to
save energy and save you money on your monthly utility bills. They also result in
healthier and more comfortable homes.)
• Retain no "imminent threats" to the house's "structural integrity". (This means the
County will try to ensure that if you provide reasonable maintenance over the
years your house should be capable of lasting at least 30 or 40 more years after
rehabilitation. One good example of an imminent threat to structural integrity is a
crawlspace that is too damp. In time it might promote damage to your framing
through termites or fungi.)
These requirements are spelled out in full in Orange County's SFR2008
Administrator's Manual which you may view, at reasonable times, upon request, at
the County's office.
In addition to the above items that must be done to satisfy NCHFA requirements, the
scope of work may also include certain items meant to enhance or protect
neighborhood and unit property values, and/or home modifications designed to
enable frail or disabled household members to function more independently.
Generally, Orange County will specify that rehabilitation tasks be accomplished in the
least-expensive method that is deemed adequate to meet program standards. The
SFR assistance cannot be used for luxury ornon-essential work.
Of course, contractors performing work funded under SFR2008 are responsible for
meeting all local requirements for permits and inspections. All work done under the
program must be performed to NC State Residential Building Code standards. (This
does not mean, however, that the whole house must be brought up to Building Code
Standards.)
What about lead-based paint? Until it was discovered to be a health hazard, the
metal lead was used for centuries to make house paints. Now we know that eating
chips or dust of lead-based paint can cause very serious problems for small children.
Selling lead paint was outlawed in 1978, but many older buildings still contain lead
paint and children are still being poisoned.
Under SFR2008, a lead hazard evaluation will be performed on every home selected
for rehabilitation that was built before 1978. The specific type of evaluation and the
appropriate lead hazard reduction work performed will depend on the total amount of
Federal funds used to rehabilitate the home, as per 24 CFR part 35.
In any case, it may be necessary for the household to relocate during the
construction process for protection against lead contamination and possible
poisoning.
If relocation is required reasonable and documented relocation expenses will be
covered by the SFR2008 assistance. The cost of relocation will be part of the loan
associated with SFR2008 and the average cost cannot exceed $1,000 per assisted
household.
Who will do the work on the homes? Orange County is obligated under SFR2008
to ensure that quality work is done at reasonable prices and that all work is
contracted through a fair, .open and competitive process. To meet those very difficult
requirements, Orange County will invite bids only from contractors who are part of an
"approved contractors' registry".
To be on the registry, contractors must (1) fill out an application form, listing several
references and recent jobs completed, and (2) receive the °conditional approval° of
Orange County. Once a contractor who has been conditionally approved has
successfully completed one job for Orange County, his or her status is upgraded to
"regular approval", meaning that they will be allowed to bid on a regular rotation as
long as they remain in good standing. (Homeowners who know of quality
rehabilitation contractors that are not on Orange County's Approved Contractors
Registry are welcome to invite them to apply.)
From three to five approved contractors will be invited to bid on each job, and the
lowest responsive and responsible bidder will be selected for the contract.
"Responsive and responsible means the contractor (1) is deemed able to complete
the work in a timely fashion, and (2) that the bid is within 15% (in either direction) of
Orange County's cost estimate. In the event that more than five approved
contractors wish to compete, licensed contractors will take precedence. If required,
lead based paint hazard reduction and/or abatement will be performed by contractors
who are trained and certified to perform such work.
Orange County must take affirmative steps to recruit minority and underutilized
businesses.
What are the steps in the process, from application to completion? Now that
you have the information about how to qualify for the2008 Single-Family
Rehabilitation Program, what work can be done, and who will do it, let's go through
all the major steps in the process:
1. Completing an Application form: Homeowners who wish to apply for assistance
must do so by December 31, 2008. Apply by contacting the Program
Administrator - Orange County Housing and Community Development
Department at (919) 245-2490. Homeowners will be registered and given
instructions on how to proceed with filing an application. Proof of ownership and
income will be required. Application will be taken on a first come first serve basis
after the December 31, 2008 deadline.
2. Other Needs
Information provided by the applicant will be used to determine the financial
health of the individual applying for the program. Efforts will be made to ensure
that any other benefits or solutions to problems are reviewed and explained to the
applicant. Should they have needs which cannot be addressed through the
County; referrals will be made to organizations such as the USDA -Rural
Development Office, the local Community Action Agency, DSS and Legal
Services. The applicant will be informed regarding pitfalls of predatory lending so
that better decisions can be made in the face of loan offers.
3. All applicants must receive a copy of the Assistance Policy.
4. Preliminary inspection: Orange County's Rehabilitation Specialist will visit the
homes of potential recipients to determine the need and feasibility of the home for
rehabilitation.
5. Screening of applicants: Applications will be rated and ranked by Orange
County based on the priority system outlined on page 3 and the feasibility of
rehabilitating the house. Household income will be verified for program purposes
only (information will be kept confidential). Ownership of property will be verified
along with other rating factors. From this review, the ten (10) most qualified
applicants will be chosen according to the priority system described above. There
will also be a list of qualified alternates.
6. Applicant interviews: Approved applicants will be provided detailed information
on assistance, lead hazards, program rehabilitation standards and the contracting
procedures associated with their project at this informational interview. Before
proceeding with the rehabilitation of their home, the applicant will be given seven
calendar (7) days in which to decide whether to accept the loan and participate in
the SFR program or not. Applicants will be encouraged to consult with family
members and legal professionals in order to determine the best course of action
for them. Owners who do not qualify for SFR2008 will be notified in writing within
30 days from the date of a completed application.
7. Work write-up: Orange County's Rehabilitation Specialist will visit the home
again for a more thorough inspection. All parts of the home must be made
accessible for inspection, including the attic and crawlspace, if any. The owner
should report any known problems such as electrical short circuits, blinking lights,
roof leaks and the like. The Rehabilitation Specialist will prepare complete and
detailed work specifications (known as the "work write-up". A final cost estimate
will also be prepared by the Rehabilitation Specialist and held in confidence until
bidding is completed.
8. Lead Testing: Orange County will arrange for a certified firm to inspect the home
for potential lead hazards. The owner will receive information covering the results
of the tests and any corrective actions that will be needed as part of the
rehabilitation.
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9. Formal agreement: After approval of the work write-up, the homeowner will sign
a formal agreement that will explain and govern the rehabilitation process. This
agreement will define the roles of the parties involved throughout the rehabilitation
process.
10. Bidding: The work write-up and bid documents will be distributed to interested
contractors from the Approved Contractors .Registry who attend the scheduled
opportunity to inspect the property and prepare bid proposals. The names of the
invited contractors will be supplied to the homeowner. Each will need access to
all parts of the house in order to prepare a bid. A bid opening will be conducted at
a specified date and time, with all bidders and the homeowner invited to attend.
11.Contractor selection: Within 24 hours of the bid opening, after review of bid
breakdowns and timing factors, the winning bidder will be selected. All bidders
and the homeowner will be notified of (1) the selection, (2) the amount, (3) the
amount of Orange County's cost estimate, and (4) if other than the lowest bidder
is selected, of the specific reasons for the selection.
12. Loan closing and Contract execution: Loan and contract documents will be
executed, these will bind all parties and make the project official. The contract will
be between the contractor and the Owner with Orange County as an interested
party. Contractors must submit proof of liability insurance.
13.Pre-construction conference: Apre-construction conference will be held at the
home. At this time, the homeowner, contractor and program representatives will
discuss the details of the work to be done. Starting and ending dates will be
agreed upon, along with any special arrangements such as weekend or evening
work hours and disposition of items to be removed from the home (such as old
cabinets, etc.). Within 24 hours of the pre-construction conference, Orange
County will issue a "proceed order" formally instructing the contractor to
commence by the agreed-upon date.
14.Construction: The contractor will be responsible for obtaining a building permit
for the project before beginning work. The permit must be posted at the house
during the entire period of construction. Program staff will closely monitor the
contractor during the construction period to make sure that the work is being done
according to the work write-up (which is made a part of the rehabilitation contract.
by reference) and in a timely fashion. Code Enforcement Officers will inspect new
work for compliance with the State Building Code, as with any other job. The
homeowner will be responsible for working with the contractor toward protecting
personal property by clearing work areas as much as practicable. If applicable,
the contractor will obtain a permit for lead hazard related activities.
15. Change Orders: All changes to the scope of work must be approved by the
owner, the contractor, a County representative and the Rehabilitation Specialist,
and reduced to writing as a contract amendment ("change order"). If the changes
require an adjustment in the loan amount, the change must be specified in the
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change order. Also, a modification agreement stating these changes in the
contract amount must be completed by Orange County, and executed by the
owner.
16. Progress payments: The contractor is entitled to request a maximum of one
partial payment during construction per $8,000 of contracted amount. When a
payment is requested, the Rehabilitation Specialist will inspect the work within
three days, list all items deemed 100% complete, and calculate a payment based
on the total contracted amount of those completed items.
17. Closeout: When the contractor declares the work complete, program staff will
thoroughly inspect work. If deficiencies are observed, the contractor will be
required to correct them. When the Rehabilitation Specialist and the homeowner
are satisfied that the contract has been fulfilled, each will sign off and, after receipt
of the contractor's final invoice, the final payment will be ordered. The contractor
will submit all lien releases prior to release of the final payment. All material and
workmanship will be guaranteed for cone-year period after the date of project
completion.
18.Post-construction conference: Following construction the contractor and the
Rehabilitation Specialist will sit down with the homeowner one last time. At this
conference the contractor will hand over all owner's manuals and warranties on
equipment. The contractor and Rehabilitation Specialist will go over operating and
maintenance requirements for the new equipment and appliances and discuss
general maintenance of the home with the homeowner. A review of any lead
hazard related work will be held. The homeowner will have the opportunity to ask
any final questions about work.
19. Recordation and assignment: As soon as possible after the contract has been
awarded, and prior to beginning work, Orange County will execute and record the
required loan note and deed of trust. If, upon completion of all rehabilitation work,
the contract price has changed due to the effect of change orders, Orange County
will execute and record a loan modification agreement reflecting the resulting
increase or decrease in the original loan amount. The loan will then be "assigned"
to NCHFA. That means that the loan will become the property of NCHFA, with
original documents sent there for storage and "servicing".
20.The warranty period: It is extremely important that any problems with the work
that was performed be reported to the Rehabilitation Specialist as soon as
possible. All bona fide defects in materials and workmanship reported within one
year of completion of construction will be corrected free of charge.
What are the key dates? If, after reading this document, you feel that you qualify for
this program and wish to apply, please keep the following dates in mind:
• Applications available to the public starting September 3, 2008 or earlier if
possible.
• Applications must be turned to Orange County by 5:00 PM on November 14, 2008.
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How do I request an application? Just contact:
The Orange County Housing and Community Development Department
(919) 245-2490
Or request by mail at
Orange County Housing and Community Development Department
300 W. Tryon Street
PO Box 8181
Hillsborough, NC 27278
Is there a procedure for dealing with complaints, disputes and appeals?
Although the application process and rehabilitation guidelines are meant to be as fair
as possible, Orange County realizes that there is still a chance that some applicants
or participants may feel that they are not treated fairly. The following procedures are
designed to provide an avenue for resolution of complaints and appeals.
Durin4 the application process:
If an applicant feels that his/her application was not fairly reviewed or rated
and would like to appeal the decision made about it, he/she should contact
Assistant County Manager Willie Best at (919) 245-2300 within five days of the
initial decision and voice their concern. If the applicant remains dissatisfied
with the decision, the detailed complaint should be put into writing.
2. A written appeal must be made within 10 business days of the initial decision
on an application.
3. Orange County. Will respond in writing to any complaints or appeals within 10
business days of receiving written comments.
4. Should the applicant remains dissatisfied with the decision a conference
between the applicant and the County will be held.
During the rehabilitation process:
If the homeowner feels that construction is not being completed according to
the contract, he/she must inform the contractor and the Rehabilitation
Specialist.
2. The Rehabilitation Specialist will inspect the work in question. If he finds that
the work is not being completed according to contract, the Rehabilitation
Specialist will review the contract with the contractor and ask the contractor to
remedy the problem.
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3. If the Rehabilitation Specialist finds that the work is being completed according
to contract, the complaint will be noted and the Rehabilitation Specialist and
the homeowner will discuss the concern and the reason for the Rehabilitation
Specialist's decision.
4. If the homeowner is dissatisfied a written appeal .detailing the concerns must
be submitted within 10 business days for review by the County. Orange
County will respond in writing to any complaints or appeals within 10 business
days of receiving written comments.
5. If the homeowners concems are not satisfied, a mediation conference
between the homeowner and the contractor may be convened by the
Rehabilitation Specialist and facilitated by the County's Housing and
Community Development Director.
6. Should the mediation conference fail to resolve the dispute, Orange County
will render a written final decision.
Final Appeal:
After following the above procedures, any applicant or homeowner who remains
dissatisfied with Orange County's final decision may appeal to Michael Handley,
NCHFA, PO Box 28066, Raleigh, NC 27611-8066, (919) 877-5700.
Will the personal information provided remain confidential? Yes. All information
in applicant files will remain confidential. Access to the information will be provided
only to County employees and County employees who are directly involved in the
program, the North Carolina Housing Finance County, the US Department of Housing
and Urban Development (HUD) and auditors.
What about conflicts of interest? No officer, employee or other public official of the
County, or member of the Governing Board, or entity contracting with the County,
who exercises any functions or responsibilities with respect to the SFR program shall
have any interest, direct or indirect, in any contract or subcontract for work to be
performed with program funding, either for themselves or those with whom they have
family or business ties, during their tenure or for one year thereafter. Relatives of
County employees, Governing Board Members and others closely identified with the
County, may be approved for rehabilitation assistance only upon public disclosure
before the Governing Board and written permission from NCHFA.
What about favoritism? All activities under SFR2008, including rating and ranking
applications, inviting bids, selecting contractors and resolving complaints, will be
conducted in a fair, open and non-discriminatory manner, entirely without regard to
race, creed, sex, color or national origin.
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Who can I contact about the SFR2008 program? Any questions regarding any
part of this application or program should be addressed to:
James Hutcherson
Orange County
P.O. Box 8181
Hillsborough, NC 27278
(919) 969-3016
David Saconn
Orange County
P.O. Box 8181
Hillsborough, NC 27278
(919) 245-2490
These contacts will do their utmost to answer questions and inquiries in the most
efficient and correct manner possible.
This Assistance Policy is adopted this day of
2008.
County Manager
Attest
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Orange County i
2008 Single-Family Rehabilitation (SFR) Program
PROCUREMENT POLICY
To the maximum extent practical, Orange County promotes a fair, open and competitive
procurement process as required under the North Carolina Housing Finance Agency's Single-
Family Rehabilitation (SFR) Program. Bids are invited from Contractors who are part of the
County's approved contractor registry. (To be on the registry, a contractor must complete an
application, have their recent work inspected, reviewed and approved by the Rehabilitation
Specialist and submit proof of insurance at the appropriate levels required by the County.)
1. Three to six eligible contractors on the County's approved contractor registry shall be invited
to bid on each job and the lowest responsive and responsible bidder shall be selected for the
contract. "Responsive and responsible" means (a) the contractor is deemed able to complete
the work in a timely fashion, (b) the bid is within 15%, in either direction, of the County's
cost estimate, and (c) there is no conflict of interest (real or apparent).
2. Although bid packages may be bundled for multiple job sites, the bids for multiple job sites
shall be considered separate and apart when awarded and shall be awarded to the lowest
responsive and responsible bidder(s) for each job site.
3. Bid packages shall consist of an .invitation to bid, work write up(s) and Non-Collusive
Affidavit form (s) for each job.
4. Bids must include acost-per-item breakdown with line item totals equaling the submitted bid
price. Discrepancies must be reconciled prior to a contract being awarded.
5. Any change to the original scope of work must be reduced to writing in the form of a change
order to be agreed upon and signed by all parties to the original contract. The change order
must also detail any changes to the original contract price.
6. No work may begin prior to a contract being awarded and a written order to proceed
provided to the contractor. In addition, apre-construction conference and "walk thru" shall
be held at the work site prior to commencement of repair work.
7. Orange County reserves the right to reject any or all bids at any time during the procurement
process.
8. In the event of a true emergency situation, the County reserves the right to waive normal
procurement procedures in favor of more expedient methods, which may include seeking
telephone quotes, faxed bids and the like. Should such methods ever become necessary the
transaction will be fully documented.
9. All sealed bids will be opened publicly at a time and place to be announced in the bid
invitation. All bidders are welcome to attend.
This Procurement Policy is adopted this the day of 20
Orange County `~
2008 Single-Family Rehabilitation (SFR) Program
DISBURSEMENT POLICY
1. All repair work must be inspected by (a) the County's Rehabilitation Specialist, (b) a
Building Code Officer if necessary, and (c) the homeowner prior to any payments to
contractors. If all work is deemed satisfactory and all other factors and written agreements
are in order, payment shall be issued upon presentation of an original invoice from the
contractor. Contractor should allow 15 business days for processing of the invoice for
payment.
2. If any of the work is deemed unsatisfactory, it must be corrected prior to authorization of
payment. If the .contractor fails to correct the work to the satisfaction of the County's
Rehabilitation Specialist, payment may be withheld until such time the work is satisfactory.
(Contractors may follow the County's Single Family Rehabilitation Program Assistance
Policy if a dispute occurs; however, contractors shall abide by the final decision as stated in
the policy).
3. Orange County assures, through this policy, that adequate funds shall be available to pay the
contractor for satisfactory work.
4. All contractors, sub-contractors and suppliers must sign a lien waiver prior to final
disbursement of funds.
This Disbursement Policy is adopted this the day of 20