HomeMy WebLinkAbout94- Montana Dept. of Commerce Contract #M-93-SG-300112
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CONTRACT UM-93-SG-300112 4(Jr, fJ S~ 1",,(: 0
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This Contract is entered into by City of Bozeman, Montana, herein referred to, ~~Grantee, "
and the State of Montana Department of Commerce, Helena, Montana, herein r~rr 0 as "the
Department. "
WITNESSETH THAT the Grantee and the Department mutually agree as follows:
1. PURPOSE
The pmpose of this Contract is to provide funding for project activities approved by the
Department under the Montana Home Investment Partnerships Program (HOME); and
to achieve the pmposes of Title II of the Cranston-Gonzalez National Affordable Housing
Act (Title II, Public Law 101~625, approved November 1990, 104 Stat. 4079, 42 V.S.C.
12701-12839), as amended.
2. DOCUMENTS INCORPORATED INTO TIllS CONTRACT BY REFERENCE BUT
NOT ATTACHED HERETO:
(a). The Department's HOME Investment Partnerships Program Description,"
(b). The HOME Investment Partnerships Program, 24 CFR, Part 92; and Title II of
the Housing and Community Development Act of 1992, Public Law 102-550 (H.R.
5334), October 28, 1992 ;
(c). The Department's HOME Investment Partnership Program Application Guidelines
for FY 93, October 1993, as amended; and
(d). The Grantee's application for HOME grant assistance, and the representations
contain therein, which are binding upon the Grantee.
3. ACCEPTANCE OF HOME PROGRAM REQUIREMENTS
The Grantee will comply with the Certifications for Application as signed and submitted
with the Grantee's HOME application. The Grantee will comply with all applicable parts
and requirements of the National Affordable Housing Act of 1990 (as amended), as now
in effect or as they may be amended during the term of this Contract; all requirements
established by the Department; applicable state and federal laws, regulations,
administrative directives and procedures; and local ordinances and resolutions.
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The Grantee may modify this budget only after having requested and received the
Department's written approval of the adjustment.
(c) All projects set up in the Cash and Management Infonnation System (C/M!) will
require a separate budget. The Department will not disburse funds to the Grantee
for a particular project until the Grantee has submitted and the Department has
approved the budget for that project.
(d) Budget adjustments must be approved in advance by the Department. For
adjustments of $5,000 or less of the HOME budget portion of Attachment B, the
Department's approval of the Request for Payment fonn will constitute approval
of the budget adjustment. The Grantee must describe the rationale for a budget
adjustment in its Project Progress Report and note the proposed adjustments in
its Request for Payment and Status of Funds Report submitted with draws
requested against the grant funding reserve. Budget adjustments in excess of
$5,000 are subject to written Department approvaL
7. AMOUNT OF GRANT AND METIlOD OF PAYMENT
(a) The Grantee will request disbursement of funds when the funds are needed for
payment of eligible costs. The amount of each request will be limited to the
amount needed. In drawing against the amount reserved for it by the
Department, the Grantee will follow instructions supplied by the Department.
(b) If the actual total cost of completing the project is less than that projected by the
Grantee in the preliminary budget (Attachment B), the Department may, at its
discretion, reduce the amount of HOME funds to be provided under this Contract
in proportion to the overall savings. If actual construction bids are less than the
estimates included in the preliminary budget, the construction budget in the
Contract will be established at the bid price, plus a ten percent contingency
amount. The Department will reallocate the difference between actual project
costs and the original grant award to unfunded or partially funded projects, or use
it to expand the scope of the Grantee's program.
(c) If the Department determines that the Grantee has failed to satisfactorily carry
out its responsibilities under this Contract, the Department may revoke the
Grantee's authority to draw against the reservation described in this Contract until
the Department and the Grantee agree on a plan to remedy the deficiency.
(d) The Department may withdraw a commitment for any HOME funds which remain
unobligated after March 18, 1995.
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(b). Project Records Required:
1. documentation that each project meets applicable property standards;
2. for rental housing, documentation that the rent, income targeting and other
requirements for HOME are being met;
3. for each family, a copy of the income verification, rent calculation and
lease agreement;
4. for tenant -based rental assistance, documentation of compliance with
applicable requirements;
5. for homeownership programs, documentation regarding each family
assisted and of purchase prices and value of properties; and
6. for mixed-use or mixed-income projects, documentation of compliance
with applicable requirements.
(c). Other Federally Required Records - Data must be gathered to document
compliance with the following:
1. equal opportunity and fair housing laws, Section 3 of the Housing
Development Act, attempts to utilize minority and female-owned
businesses, and affIrmative fair housing actions;
2. affinnative marketing procedures;
3. relocation requirements;
4. labor (Davis-Bacon) standards;
5. lead-based paint standards;
6. conflict of interest provisions;
7. debannent and suspension checks; and
8. flood insurance requirements.
(d). Program Administration:
1. Cash Management and Information (C/M!) records (payment
certifications, reports, etc.);
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terms of this Contract by subcontractor or sub recipient entities and by public or private
agents or agencies to which it delegates authority to carry out portions hereof.
14. SPECIAL CONDITIONS
(a). The Grantee will not obligate or utilize funds for any activities provided for by
this Contract until:
1. the Grantee completes an Environmental Review Record(s) and the
Department issues a Notice of Release of Funds; however, upon receiving
written authorization from the Department, the Grantee may incur
administrative costs necessary for the preparation of the Environmental
Review Record(s) and for planning activities defined as exempt under 24
CFR, ~~ 58.34;
2. the Grantee submits to the Department evidence of the finn commitment
of the other resources necessary for the completion of the project, as
defmed in Section 5 and Attachment B of this Contract; and
3. the Grantee will provide $70,000 of matching contribution funds. The
matching contributions must meet all eligibility requirements set out in 24
CFR ~ 92.220.
4. the Grantee submits, and the Department approves, an program
Management Plan and Implementation Schedule, including the proposed
administrative guidelines and terms for fmancial assistance.
5. The Grantee will submit a Program Income Plan for review and written
approval by the Department prior to the release of any funds. The
Grantee will be permitted to retain program income generated by the
activities described in Section 5 of the Contract, "Scope of Activities".
Program income received before the program is closed out must be
expended on HOME eligible activities before any additional HOME funds
are requested by the Grantee. The receipt and expenditure of program
income will be treated as additional HOME funds subject to all applicable
requirements of Section 3 of this Contract governing the use of HOME
funds. The Grantee will record the receipt and expenditure of program
income as part of the fmancial transactions of the grant program.
(b). The Grantee will require owners of rental housing assisted with HOME funds to
maintain the housing in compliance with applicable Housing. Quality Standards
and local housing code requirements, in accordance to 24 CFR ~ 92.251, for the
duration of the agreement.
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16. INDEMNIFICATION
(a). The Grantee waives any and all claims and recourse against the Department and
the State of Montana, including the right of contribution for loss or damage to
persons or property arising from, growing out of, or in any way connected with
or incidental to the Grantee's or any subrecipient's performance of this Contract.
(b). Further, the Grantee will indemnify, hold harmless, and defend the Department
and the State of Montana against any and all claims, demands, damages, costs,
expenses, or liability arising out of the Grantee's or any subrecipient's
performance of this Contract. In the event that the Department or the State of
Montana is named as a co-defendant in any action relating to activities to be
performed by the Grantee or subrecipient under this Contract, the Grantee will
notify the Department of this fact and will represent the Department in the legal
action unless the Department undertakes to represent itself as a co-defendant, in
which case the Department will bear its own litigation costs, expenses, and
attorneys' fees.
17. GRANT AMENDMENT
(a). The Department will consider requests by the Grantee for grant amendments. A
request for an amendment must clearly demonstrate that the modification is
justified and will enhance the overall impact of the original project. The
Department will consider each request to determine whether the modification is
substantial enough to necessitate reevaluating the project's original ranking. If
warranted, the Department will analyze the proposed modification and its impact
on the scores originally assigned to the application in the original grant
competition.
(b). The Department will not approve amendments that would materially alter the
circumstances under which the grant was originally ranked and selected.
(c). If it determines that the proposed amendment represents a substantial change in
the project activities as proposed in the original application for HOME funds, the
Department will require the Grantee to hold a local public hearing on the
amendment with reasonable notice.
18. PROPERTY MANAGEMENT
Title to real property or equipment acquired under a grant or subgrant will vest upon
acquisition in the grantee or subgrantee, respectively. The grantee or subgrantee will
use, manage, and dispose of any such property or equipment in accordance to all
applicable State or Federal requirements.
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IN WITNESS THEREOF, the parties hereto have caused this Contract to be executed.
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GRANTEE: OF COMMERCE
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Chief Elected Official
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Date JULY 18. 1994 Date
ATTEST:
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ATTACHMENT B
FINAL BUDGET
--\\L\) ....> R UDGRT ..../ ....\ > ......
............ ... ...... ..... . ........ ..... ...>>L ...> ..... ........) ...... .....S0N-l OTHER: ..........OTHER.:> ... QTHER:)>> ..
J\D...........M.... INIS1'RA......T.............I.ON 1 :1 ...~ >.i. HOME. Loc:u City of MBOH T( +~
. .... ....... .. ............... .\.\.) DonatIOns Bozeman ....\
Personnel Services .>.... ..... ........ ......................... ... ......) $13,000 . . . $13,000
>.> ......../.............
Supphes ......... .. ......................... . ......> ... .. 100 . . . 100
. Commullications ........\ ...... .....) 500 . . . 500
ilrintingfDuplication .......... .......... ..... ........ 500 . . . 500
Adverti'iing\)> -- 150 . . . 150
AccounoIlg/Audiong\\ ...... ........\ 1,000... 1,000
Travel)\ 200 . . . 200
Training... . ............ ..... ... ..\ ~ .................. 300 . . - 300
Other Admini'itrative:> .... ... . ....\ .. ..... ..... ......... 250 . - . 250
) ......TOl'ALAdministrative Expenses: $16,000 . - . $16,000
ACQUISITION COSTS) -c _____i ---- FS ... j) ....-- ------ .... .>
PurchllsePJ'ice ....\ ____> . $49,000 . . $49,000
Liens and OtberTaxes ............\.. ......>L \ . . . . .
Closing and Rec()rdillgCosts . ..... ....\\___> ..... . . . . .
Other Acq uisitionC()stS 9earance____ . . ... . 3,000 7,000 . 10,000
... .. ....\TOTAL Acquisitj()O~()sts: . $52,000 7,000 . $59,000
PRE-DEVELOPMENfCOSTS ..)> ....... . ..... . ..-----= Ii .....)) .>.... .........................-
A . I ........ . ..............
ppralSa ......... ......... >.../> .>..... .. $1,000 $1,000
Arcbitect Fees .............\> ......... ~-- ........... 7,500 15,000 - 22,500
Engineering Fees ...\) ..>> - 3,000 - - 3,000
LegaLfees\.-c __ ....... .. . 500 . 500
Othergre-Development CostS>.../..> . 2,000 . 2,000
..\\ TOTAL AcouisitionCosfS: $10,500 $17,500 $1,000 $29,000
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City of MBOH
Bozeman
- - $232,850 $420,350
- - -
- - - -
- - 13,020 16,200 29,220
- - 39, -
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- - - 15,000 15,000
- - 3,250 3,250
- 12,175 12,175
2,000- - - - 2,000
189,500 - 13 ,020 $318,825 $521,345
$250 - - 250
- 500 500
- - -
- - -
- - - - -
- - 3,250 3,250
-
- 22,000 22,000
- - - -
- - - - -
- - - - -
- 500 - 22,000 22,500
$216,000 $70,750 $7,000 $644,845
$345,075
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