HomeMy WebLinkAbout2005-040 Department of Housing and Community Development y STATE OFCALIFORNIA �y t'I RACT R'S
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STANDARD AGREEMENT (vo'
STD 213(Rev 06/03) AGREEMENT NUMBER
f- 05-DRI-0006
^, REGISTRATION NUMBER
N/A
1. This Agreement is entered into between the State Agency and the Contractor named below:
STATE AGENCYS NAME
DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT
CONTRACTOR'S NAME
City of Atascadero
2. The term of this
Agreement is: Upon VICD Approval through 04/30/09
3. The maximum amount
of this Agreement is: S 1,000,000.00
4. The parties agree to comply with the terms and conditions of the following exhibits which are by this reference made a
part of the Agreement.
Exhibit A—Authority, Purpose and Scope of Work 10 page(s)
Exhibit B— Budget Detail and Payment Provisions 3 page(s)
Exhibit C—HCD General Terms and Conditions 10 page(s)
Exhibit D—State of California General Terms and Conditions 6 page(s)
Exhibit E—Special Terms and Conditions 6 page(s)
Exhibit F—Additional Provisions N/A page(s)
TOTAL NUMBER OF PAGES ATTACHED: 35 pages
IN WITNESS WHEREOF, this Agreement has been executed by the parties hereto.
CONTRACTOR California Department of General
Services Use Only
CONTRACTOR'S NAME(if other than an inrtividual,state whether a corporation,partnership,etc.)
City of Atascadero
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PRIG D N ME AND T LE F P RS SIGNING,
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ADDRESS r
6907 EI Camino Real DEC 2 ? 706
Atascadero, CA 93422
STATE OF CALIFORNIA
AGENCY NAME
Departme of Housing and Community Development
BY(Autho i DATE SIGNED(Do not type)
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PRINTED NA E AND TITLE OF PERSON SIGNING
Susan J. Phillips, Manager, Budgets and Contracts Branch ® Exempt from: Department of
General Services
ADDRESS Approval
1800 Third Street, Room 350, Sacramento, CA 95814
City of Atascadero
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Page 1 of 10
EXHIBIT A
AUTHORITY PURPOSE AND SCOPE OF WORK
Section 1: Authority & Purpose
This agreement will provide official notification of the grant award under the State's
administration of the federal Community Development Block Grant Program (hereinafter,
"CDBG" or "the Program") of Disaster Recovery Initiative (DRI) funds appropriated by the
Military Construction Appropriations and Emergency Hurricane Supplemental Appropriations
Act, 2005, (Public Law 108-324), (hereinafter, "DRI"). In accepting this grant award, the
Grantee agrees to comply with the terms and conditions of this agreement and all exhibits
hereto, the representations contained in the Grantee's application (hereinafter, "the
Application") which is hereby incorporated by reference as if set forth in full, and the
requirements of the authorities cited above. For purposes of this agreement, use of the term
"Grantee" shall be a reference to "Contractor". Any changes made to the Application after
this agreement is executed must receive prior written approval from the State.
Section 2: Scope of Work
Contractor shall perform the Work as described in the Application, which is on file at the
Department of Housing and Community Development, Division of Financial Assistance, 1800
Third Street, Room 330, Sacramento, California and which is incorporated herein by
reference. All written materials or alterations submitted as addenda to the original Application
and which are approved in writing by the CDBG Program Manager or higher Departmental
official, as appropriate, are hereby incorporated as part of the Application. The State
reserves the right to require the Contractor to modify any or all parts of the application in
order to comply with CDBG requirements. The State reserves the right to review and
approve all Work to be performed by the Contractor in relation to this Agreement. Any
proposed revision to the Work must be submitted in writing for review and approval by the
State. Any approval shall not be presumed unless such approval is made by the State in
writing.
The grant activity shall principally benefit Targeted Income Group households and shall consist
of:
Community Facility: Youth Center
The Community Facility activity consists of the construction of a Youth/Community Center
Complex.
r
City of Atascadero
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EXHIBIT A
Section 3: Term of Agreement and Deadlines
With the exception of the Grant Closing Requirements set forth in Exhibit C, Section 9, the
Grantee shall complete the grant activity(ies) by the termination date set forth on page 1 of this
agreement, unless a written request for an extension is approved 90 days prior to grant
expiration in writing by the State.
Section 4: Expenditure Milestones
The Grantee shall expend all funds awarded by the termination date set forth on page I of this
agreement, unless an formal time extension is requested in writing and granted by the State.
Section 5: State Contract Coordinator
The coordinator of this Agreement for the State is the CDBG Program Manager, Division of
Financial Assistance, or the Program Manager's designee. Unless otherwise informed, any
notice, report, or other communication required by this Agreement shall be mailed by first class
mail to the State Coordinator at the following address:
Allen Jones, CDBG Program Manager
Division of Financial Assistance
Department of Housing and Community Development
P. O. Box 952054
Sacramento, California 94252-2054
Section 6: Contract Contact Coordinator
The Contractor's contact for this Agreement is listed below. Unless otherwise informed, any
notice, report, or other communication required by this Agreement shall be mailed by first class
mail to the contact at the following address:
Contractor: ECITY OF ATASCADERO
Name: Rachelle Rickard
Title: Administrative Services Director
Phone: 805-470-3428
Fax: 805-470-3429
Email: rrickard(c atascadero.orq
Address: 6907 EI Camino Real
Atascadero, CA 93422
City of Atascadero
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EXHIBIT A
Section 7: Special Conditions —General
Failure to meet the following special conditions may result in termination of this agreement.
Within the specified amount of time from this agreement's execution date, if applicable, the
Grantee must comply with the following special conditions:
A. 90-DAY CONDITIONS
The following conditions apply to all activities, including set aside activities. Grantee must
comply within 90 days of this agreement's execution.
1. Environmental Compliance
The Grantee shall have satisfied all NEPA requirements. The level of compliance
varies by the activity that has been funded.
2. Acquisition/Relocation Compliance
Grantee must document that it is in compliance with the Uniform Relocation Act and
Section 104 (d) before release of funds. The grantee must submit a specific
relocation assistance plan for each activity which may result in temporary or
permanent displacement. For projects where there will be temporary or permanent
displacement, the grantee must submit signed General Information Notices (GIN) for
each tenant who was residing in the project at the time of application submittal. If a
grantee believes that there will be no displacement as part of their activities, then
they must submit a letter explaining why no displacement or relocation will occur and
State Staff will respond in writing and concur or not.
Under the DRI legislation, a waiver was granted for the one-for-one replacement of
units damaged by a disaster. One-for-one replacement requirements at 42 U.S.C.
5304(d)(2) and 24 CFR 570.488.570.606 and 42.375(a) are waived for low and
moderate income dwelling units (1) damaged by the disaster, (2) for which CDBG
funds are used for demolition, and (3) which are not suitable for rehabilitation.
These requirements are waived provided the grantee uses all resources at its
disposal to ensure no displaced homeowner will be denied access to decent, safe
and sanitary suitable replacement housing because he or she has not received
sufficient financial assistance.
3. Program Income Reuse Plan
The Grantee must submit a copy of its plan for administering DRI Program Income
only if the funded activities under this contract may generate future repayments or
revenue. A plan is not required if the proposed activities will generate future
revenue but are being carried out in conjunction with existing CDBG activities. For
example, if the funds awarded will provide loans to owner occupants for
rehabilitation of their houses and the grantee is already doing the same program
with CDBG funds, then any repayments for the DRI award will be treated like CDBG
loan repayments. If this is not the case and the activity will generate future program
income, then the grantee must develop a DRI Program Income (PI) reuse plan for
approval by the State or send repayments back to the State.
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EXHIBIT A
4. Site Control
Site control, if applicable, of the proposed project property must be obtained by one
of the following:
a. fee title;
b. a leasehold interest on the project property with provisions that enable the
lessee to make improvements on and encumber the property provided that
the terms and conditions of any proposed lease shall permit compliance
with all program requirements:
c. an option to purchase or lease;
d. a disposition and development agreement with a public agency;
e. a land sales contract, or other enforceable agreement for the acquisition of
the property.
5. Funding Commitments
All funding required for project completion must be committed within 90 days of the
execution date of this agreement. If all funding is not committed, the State shall
terminate this agreement pursuant to Exhibit D, Section 6. If the Grantee has
applied for other funding prior to the execution of this agreement, the Grantee must
notify the Department as soon as that application is approved or denied. If the
Grantee must apply for other funding after the execution date of this agreement, the
Grantee must apply at the earliest possible opportunity offered by the other funding
source(s) and notify the Department as soon as that application is approved or
denied.
B. SPECIAL CONDITIONS
The following conditions apply to all activities, if applicable, including set aside Activities.
1. Easements and Rights-of-Way
When required for completion of the CDBG project, the Grantee must obtain all
easements and rights-of-way within 12 months of execution of this agreement.
Failure to obtain these may result in termination of this agreement.
2. Section 504 Accessibility Requirements
Section 504 regulations apply when CDBG funds are used on a new construction
housing or community facility project or when an existing community facility or
housing project with 15 or more units is being purchased and/or "substantially"
rehabilitated.
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EXHIBIT A
Qualified CDBG assisted housing units are required to have a certain percentage be
designed and made adaptable for persons with mobility and sensory impairments.
Any community facilities on such a housing project site or those being developed
with CDBG funds must also, to the greatest degree feasible, be made accessible to
disabled persons.
Grantee shall provide documentation, satisfactory to the Department, verifying that
the required housing units/or community facility in the project comply with the
accessibility standards. CDBG funds will not be released until the necessary
documentation, typically in the form of a certification from the project's architect, is
provided. Lastly, public service programs funded with CDBG funds must to the
greatest degree possible be conducted in buildings, which meet Section 504
accessibility standards.
C. SPECIAL CONDITIONS — PUBLIC WORKS
If the work to be performed under this standard agreement involves Public Works, the
following special conditions will apply:
1. Proiect Timeline Schedule
Within 90 days following execution of this agreement, the Grantee shall submit to the
State for review and approval a project timeline schedule. If the CDBG project is
part of a larger project, the data and timeline for both the larger project and the
CDBG-funded project must be submitted. The following list of key project events, if
applicable, must be part of the schedule:
a. Completion of all surveys, studies, testing and design;
b. Completion of the NEPA and CEQA Environmental Review;
c. Acquisition of site control sufficient to construct the project;
d. Approval of the plans and specifications with authorization to go out to bid
by the legislative body;
e. Execution of the construction contract;
f. Pre-construction meeting with the construction Contractor;
g. Construction period (Start-End);
h. Connection of TIG households to the system;
i. Final acceptance of work and filing the notice of completion; and
j. Project close-out.
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EXHIBIT A
2. Water and sewer laterals or other utility service connections
CDBG funds expended on private property improvements may only benefit TIG
households. If installation and/or replacement of water and/or sewer or other utility
service connections occurs on private property, CDBG funds may be used to pay
only the cost of improvements associated with TIG households. The service lateral
occurring on private property is the portion of the lateral extending across the private
property from the public right of way boundary to the TIG housing unit. [24 CFR
570.202 (b)(6]
Water and sewer lateral connections constructed on private property as "housing
rehabilitation" [24 CFR 570.202 (b)(6)], must comply with the documentation
requirements of the housing rehabilitation activity. Water and sewer lateral
connections constructed in the public right of way and not designated as "housing
rehabilitation" are not subject to these additional conditions.
3. Assessment Districts
CDBG funds may be used to pay for improvements financed by special
assessments as provided for in 24 CFR 570.482 (b) Special assessments under the
CDBG program. Special assessment means the recovery of capital costs of an
improvement through a fee or charge levied or filed as a lien against a property as a
direct result of a benefit derived from the improvement. It does not include periodic
charges based on the use of a public improvement, such as monthly water or sewer
user charges, even if such charges include the recovery of the capital costs of the
improvement. [24 CFR 570.200 (c)(1), General Policies, Special Assessments
Under the CDBG Program, Definition of special assessment]
If the project will include the formation and implementation of an assessment district,
the Grantee must submit within 90 days of execution of this agreement, an
assessment district formation and implementation timeline schedule which shows
that the CDBG funds will be expended and benefits will accrue to the TIG
beneficiaries before the end of this CDBG contract. Key time events must include, if
applicable, the following items:
a. Filing of the environmental notice of determination for the project with the
County Clerk.
b. Adoption of the Resolution of Intention to form the assessment district by
the legislative body.
c. Holding the protest hearing and recording the assessments and
assessment diagram.
d. Awarding the construction contract and sale of bonds.
e. Filing the construction contract notice of completion.
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EXHIBIT A
4. User Fees
CDBG funds may be used to pay reasonable user fees established by the legislative
body as a one time charge to gain access to a public improvement. This one time
charge may not include real estate, property or ad valorem taxes even if such taxes
include the recovery of all or a portion of the capital costs of the public improvement
[24 CFR 570.200 (c) (1)]. (See title of section in 3 above).
5. Rate Structure
If the project includes the construction of, or improvements to, an enterprise agency
such as a water, sewer, solid waste, natural gas or electric power utility, the Grantee
shall provide an assurance that the Grantee will provide for future maintenance and
capital replacement of the benefiting enterprise agency. The Grantee must submit
documentation to CDBG of the following, within 90 days of the execution of this
agreement:
a. A copy of the previous years revenue and expenditure budget showing all
revenues and expenditures of the enterprise agency involved. Revenues
should include all monthly user charges, hookup fees, connection fees,
extension fees, plant expansion fees, land development fees and any
other fees or charges related to operation, maintenance, capital
improvement or development of the enterprise agency involved.
Expenditures should include all operating expenses including: labor,
materials, equipment, testing, administration, licensing and other costs to
operate the system. The budget should include a revenue and
expenditure plan for capital replacements and for future growth or
expansion. The plan should include the payment of any existing or future
capital finance obligations such as revenue bonds or certificates of
participation.
b. A draft copy of projected revenues and expenditures for the following three
years. The draft of future revenues and expenditures must include all the
features listed in "a." above.
c. A certified copy of the present resolutions and or ordinances which
establish the existing monthly user charges, hookup fees, connection fees,
extension fees, plant expansion fees, land development fees and any
other fees or charges related to the revenues which finance the enterprise
agency.
d. A listing of the number of each of the various types of monthly users for
each separate type of user fee listed in the resolution described in "c."
above.
e. A written plan, approved by the legislative body, for increases in monthly
user charges and fees necessary to meet the projected increases in costs,
if any, which develop during the three-year period.
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EXHIBIT A
6. Site Control
Documentation of site control by recordation of fee title or easement for all sites
required for project completion must be submitted to CDBG prior to going out to bid
on the project.
7. Payment for Targeted Income Households
In order to comply with the provisions of the Housing and Urban Development, Rural
Economic Recovery Act of 1983 (HR), the Grantee shall not attempt to recover any
capital costs of the public improvement assisted by CDBG funds by assessing any
amount against properties owned and occupied by targeted income group families,
unless:
a. CDBG funds are used to pay the assessment for the targeted income group
families; or
b. The CDBG funds are used to pay the assessment for the lowest targeted
income group families (50 percent of county median income or below) and
the Grantee certifies to the State that it lacks sufficient CDBG funds to pay
the assessment of all targeted income group families (above 50 percent of
median, up to 80 percent of median).
D. SPECIAL CONDITIONS — COMMUNITY FACILITIES
If the work to be performed under this standard agreement involves Community Facilities,
the following special conditions will apply to real property which was acquired or improved
in whole or in part using CDBG funds in excess of $25,000.
1. The property must be used to meet the low-income benefit as specified in the
application until five years after expiration of this agreement. The Grantee should
prepare a lease/or rent limitation agreement with the users of such property to
assure the continuing benefit; or
2. If the property does not meet the requirements of paragraph #1 above, then the
Grantee shall notify the Department that the following requirements have been met:
a. If the property is controlled by a third party, then the third party shall pay to
the Grantee's CDBG program an amount equal to the current market value
of the property less any portion of the value attributable to expenditures of
non-CDBG funds for the acquisition of, and improvement to, the property; or
If the property is controlled by the Grantee then, the Grantee shall pay to
the Grantee's CDBG program an amount equal to the current market value
of the property less any portion of the value attributable to expenditures of
non-CDBG funds for the acquisition of, and improvement to, the property;
and
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EXHIBIT A
b. The Grantee determines, after consultation with affected citizens, that it is
appropriate to change the use of the property to a use which doesn't meet
the low-income benefit.
E. SPECIAL CONDITIONS - INFRASTRUCTURE IN SUPPORT OF MULTI-FAMILY,
NON-SENIOR NEW CONSTRUCTION HOUSING
If CDBG funds will be used for infrastructure costs in support of multi-family, non-senior
newly constructed housing, the following applies:
1. The proportion of the total cost of developing the project to be borne by CDBG funds
is not greater than the proportion of units occupied by TIG households; and
2. Not less than 20 percent of the units must be occupied by TIG households at
affordable rents.
F. SPECIAL CONDITIONS — HOUSING ACQUISITION
If the work to be performed under this standard agreement involves Housing Acquisition,
the following special conditions will apply:
1. If CDBG funds are to be used for a homebuyer assistance program, the Grantee
must:
a. Submit a copy of its Homebuyer Assistance Program Guidelines to the
State for review and approval within 90 days of the execution of this
agreement; and
b. Provide homeownership assistance in all target areas identified in the
application.
2. If the Grantee proposed to assist homebuyers to purchase newly constructed units
in its CDBG application under the Housing Acquisition activity, such units must meet
the following requirements:
a. Have been available for sale to the general public; and
b. The development of the new subdivision must not be dependent upon the
funding of the homebuyer loan.
c. CDBG funds may not be used for construction.
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EXHIBIT A
G. SPECIAL CONDITIONS - HOUSING REHABILITATION
If the work to be performed under this standard agreement involves Housing
Rehabilitation, the following special conditions,will apply:
1. The Grantee must submit a copy of its Rehabilitation Program Guidelines to the
State for review and approval within 90 days of the execution date of this agreement.
Note regarding Affordable Rent: If the Grantee's housing rehabilitation program provides
for rehabilitating rental properties, the Grantee must submit to the State, within 90 days of
the execution date of this agreement, its provisions for assuring "affordable rent" for the
targeted income groups. The Grantee may include this information as part of the
Program Guidelines.
2. Rehabilitation programs which included more than one target area within the
application must perform housing rehabilitation work in all target areas.
3. All sweat equity will be counted at $10 per hour regardless of the homeowner's
qualifications or experience.
4. All gas tax funds used as leverage in support of the housing rehabilitation activity
must be restricted to the street(s) on which CDBG-assisted units will be located and
in the vicinity of the individual housing rehabilitations.
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EXHIBIT B
BUDGET DETAIL AND PAYMENT PROVISIONS
Section 1: Grant Budget
Specifics of the grant budget shall be agreed upon by the State and the Grantee prior to the
drawdown of any funds.
Section 2: Contract Budget Amounts
For the purposes of performing the Work, the State agrees to provide the amount shown in
Section 3 of this Agreement (Std. 213). In no instance shall the State be liable for any costs
for the Work in excess of this amount, nor for any unauthorized or ineligible costs. Funds shall
be provided in the form of a grant for the following purposes:
$1,000,000 - 03D Youth Center (LMC) (11)
The following limits apply to the expenditure of funds for general administration. The amount
shown above for general administration is the amount requested in the grantee's application,
unless that amount exceeded the CDBG general administration cap of 7-1/2% of the grant
request. If the amount requested for general administration exceeded 7-1/2%, the Department
reduced the general administration request to meet that limitation and re-allocated the excess
to program implementation. Costs for the annual audit are a general administration expense
and are subject to the 7-1/2% limitation.
Section 3: Required Match
The required DRI match has been met by the State. No match or leverage funds are required
from Grantees.
Section 4: Program Income
If a Grantee receives repayment of DRI activity funds during the term of the grant those
funds must be returned to the state. If an assistance activity generates Program
Income (PI) during the grant term then those funds must be used prior to requesting
any more activity funds from the state. Any repayments of these PI funds after the
contract has expired must be: 1) returned to the state; 2) used in accordance with an
state approved DRI reuse plan; or 3) if these DRI funds are being used for the same
activity as is currently being paid for with local CDBG funds, then repayments shall be
placed into the local CDBG program income accounts.
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EXHIBIT B
Section 5: Expenditure of Funds
A. General Administration
Costs for general administration may not be incurred nor funds expended until execution
by the State of this agreement, unless the Grantee has received prior written approval
from the State. If such approval is desired before execution of this Agreement by the
State, the Grantee shall make the request for approval in writing.
B. Program Implementation and Activity Delivery
Costs for program implementation and activity delivery may not be incurred nor funds
expended until the Grantee has received written approval from the State satisfying the
special conditions set forth in Exhibit A, Section 7. If such approval is desired before
execution of this Agreement by the State, the Grantee shall make the request for
approval in writing.
C. Grant Administration
The Grantee agrees to administer this agreement in accordance with the provisions of
Section 7098 through and including Section 7124 of Title 25 of the California Code of
Regulations.
Section 6: Method of Payment
The Grantee shall submit all forms to the Department of Housing and Community
Development, Community Development Block Grant Program, MS 330, P.O. Box 952054,
Sacramento, California 94252-2054, or any other address of which the Grantee has been
notified in writing. The State shall not authorize payments unless it determines that the grant
activity has been performed in compliance with the terms of this agreement and its exhibits.
A. Funds Requests for Advances and Reimbursements
1. Funds Requests for All Activities
To receive an advance or reimbursement for the grant activity performed, the
Grantee shall submit, on forms provided by the State, a duly executed Funds
Request form, or other form as supplied by the State.
2. Funds Requests for Lump Sum Draws for Housing Rehabilitation Activities
If the Grantee is using a lump sum draw down payment method for a Housing
Rehabilitation activity, the funds disbursed to the grantee under a lump sum cash
request are subject to the expenditure requirements contained in the Federal
regulations at 24 CFR 570.513. Any funds drawn down under a lump sum
arrangement must be expended by the ending date of this agreement.
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EXHIBIT B
Section 7: Final Payment Requests
A. Final Funds Requests for Advances and Reimbursements
1. For grantees on the advance payment system
All requests for advance payments must be submitted 90 days prior to the expiration
date of this agreement.
2. For grantees on the reimbursement payment system.
All requests for final reimbursement must be submitted within 45 days after the
expiration date of this agreement.
3. For all requests for any grant funds that have not been previously requested
If the final cash request for funds expended during the contract term has not been
requested by the 45th day after this agreement's expiration date, the State will
disencumber any funds remaining in the standard agreement.
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EXHIBIT C
HCD GENERAL TERMS AND CONDITIONS
Section 1: Effective Date, Commencement of Work and Completion Dates
This Agreement is effective upon approval by the State which is the date stamped by the
Department of Housing and Community Development (HCD) in the lower right hand corner of
page one of the Agreement. The Contractor agrees that Work shall not commence, nor will
any costs be incurred to be paid with CDBG funds, prior to the effective Date of the
Agreement, unless Grantee has received written approval in accordance with Exhibit B,
Paragraph 5, Item A and B. This Agreement shall expire on the date set forth in the Standard
Agreement, Page 1, Item 2 and Contractor agrees that the work shall be completed by this
expiration date.
Section 2: Sufficiency of Funds and Termination
A. Termination for Cause
The State may terminate this Agreement at any time for cause by giving at least 14 days
notice in writing to the Contractor. Cause shall consist of violations of any terms and/or
special conditions of this agreement, upon the request of HUD, or withdrawal of the
State's expenditure authority. Upon termination of this agreement, unless otherwise
approved in writing by the State, any unexpended funds received by the Grantee shall be
returned to the State within 14 days of the Notice of Termination.
B. Congressional Appropriation of Funds
It is mutually understood between the parties that this agreement may have been written
before ascertaining the availability of congressional appropriation of funds, for the mutual
benefit of both parties in order to avoid program and fiscal delays which would occur if the
agreement were executed after the determination was made.
This agreement is valid and enforceable only if sufficient funds are made available to the
State by the United States Government for the federal fiscal year 2005, 2006 and 2007
for multi-year contracts, for the purposes of this program. In addition, this agreement is
subject to any additional restrictions, limitations, or conditions enacted by the Congress or
State Legislature or any statute enacted by the Congress or the State Legislature which
may affect the provisions, terms or funding of this agreement in any manner.
If Congress does not appropriate sufficient funds for the program, the State may amend
the agreement to reflect any reduction in funds or it may terminate this agreement by
giving 14 days written notice to the Grantee.
Section 3: Meeting a National Obiective
All grant activities performed under this agreement must meet a national objective of the
CDBG Program. The national objective for this grant activity is: benefit to low income
persons/households.
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EXHIBIT C
A. Benefit to Targeted Income Group Households
The CDBG funded activities shall benefit low income persons or households, as defined
by HUD; also known as the Target Income Group (TIG), as specified in the grant
application. Benefit must be provided to TIG households/ persons by the grant expiration
date. Households whose incomes are in the Lowest Targeted Income Group may not be
excluded from participation in any CDBG-funded activities.
B. Elimination of Slums and Blight
For CDBG funded activities which the application indicated would be used to meet the
national objective of Elimination of Slums and Blight, the Grantee, shall provide
documentation that the activity does indeed eliminate a blighted condition on a project
site or in a project area. The elimination of the blighted condition must be achieved no
later than the termination of the grant.
Section 4: Inspections of Grant Activity
A. Required Grantee Inspections
Grantee shall inspect any grant activity performed hereunder to ensure that the grant
activity is being and has been performed in accordance with the applicable Federal, State
and/or local requirements, and this agreement.
B. State Inspections
The State reserves the right to inspect any grant activity performed hereunder to see that
the grant activity is being and has been performed in accordance with the applicable
Federal, State and/or local requirements, and this agreement.
The Grantee agrees to require that all grant activity found by such inspections not to
conform to the applicable requirements be corrected, and to withhold payment to the
contractor or subcontractor until it is so corrected.
Section 5: Insurance
The Grantee shall have and maintain in full force and effect during the term of this agreement
such forms of insurance, at such levels, as may be determined by the Grantee and the State
to be necessary for specific components of the grant activity described in Exhibit A.
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EXHIBIT C
Section 6: Contractors and Subcontractors
A. Contractor Eligibility
The Grantee shall not enter into any agreement, written or oral, with any contractor
without the prior determination of the contractor's eligibility. A contractor or subcontractor
is not eligible to receive grant funds if the contractor is not licensed in good standing in
California, or is listed on the Federal Consolidated List of Debarred, Suspended, and
Ineligible Contractors.
B. Contract Requirements
The agreement between the Grantee and any contractor shall require the contractor and
its subcontractors, if any, to:
1. Compliance with State and Federal Regulations
Perform the grant activity in accordance with Federal, State and local housing and
building codes as are applicable. Comply with the applicable State and Federal
requirements described in Exhibits D and E of this agreement which pertain to,
among other things, labor standards, non-discrimination, Americans with Disabilities
Act, Equal Employment Opportunity, and Drug-Free Workplace.
2. Maintaining Proper Insurance
Maintain at least the minimum State-required Worker's Compensation Insurance for
those employees who will perform the grant activity or any part of it. Maintain, if so
required by law, unemployment insurance, disability insurance and liability insurance
in an amount to be determined by the State which is reasonable to compensate any
person, firm, or corporation who may be injured or damaged by the contractor or any
subcontractor in performing the grant activity or any part of it.
3. Record Keeping and Accounting Requirements
Retain all books, records, accounts, documentation, and all other materials relevant
to the agreement for a period of four (4) years from date of termination of -the
agreement, or four (4) years from the conclusion or resolution of any and all audits
or litigation relevant to the agreement or this standard agreement and any
amendments, whichever is later.
4. Compliance Monitoring by State or Federal Agencies
Permit the State, Federal government, the Bureau of State Audits, the Department of
Housing and Community Development and/or their representatives, upon
reasonable notice, unrestricted access to any or all books, records, accounts,
documentation, and all other materials relevant to the agreement for the purpose of
monitoring, auditing, or otherwise examining said materials.
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EXHIBIT C
Section 7: Periodic Reporting Requirements
During the term of the agreement, the Grantee must submit the following reports by the
deadlines noted or as otherwise required at the discretion of the State. The Grantee's
performance under this agreement will be based in part on whether it has submitted the
reports on a timely basis.
A. Financial and Beneficiary Reporting
1. Financial and Accomplishment Reporting (semi annual)
During the term of the grant, starting with the full execution of this agreement, a
Financial and Accomplishment Report (FAR) must be submitted 45 days after June
30th and 30 days after December 31St of each year.
2. Funds Request Form (Quarterly)
Funds Request Form (quarterly) shall be submitted. Submit on or before January;
31St, April 30th, August 15th, and October 315L of each year during the term of this
Agreement.
3. Grantee Performance Report (Once at Close out)
Once the activity has been completed the grantee must submit a Grantee
Performance Report (GPR).
B. Construction Compliance Reporting
1. Wage Compliance Report (semi annual)
If an activity under this contract required payment of prevailing wages because of a
public construction contract award, then the grantee must submit wage compliance
reports. The reports are due 45 days after June 30th, and 30 days after December
31 st of each year during the term of the contract.
2. Section 3 Report ( annual)
If an activity under this contract triggers Section 3 compliance, then a Section 3
Report must be submitted. Submit 45 days after June 30th each year during the
term of the contract.
C. Program Income Reporting (annual and quarterly)
Grantees with activities that generate loans or assets that may generate repayments or
income, must either send those funds back to the State, or document to the State that
those funds were used for the same activity as other CDBG awards, or submit a DRI
program income reuse plan for approval. Upon approval of a DRI reuse plan, the
grantees must submit program income reports.
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EXHIBIT C
1. Quarterly Reports
Quarterly program income reports must be submitted on or before January; 31St
April 30th, August 15`h, and October 31s' of each year.
2. Annual Reports
Annual program income reports will be due 45 days after June 30th each
year.
D. Other Reports as Required
Grantee must submit any other reports that may be required as a Special Condition of
this contract.
Section 8: Monitoring Requirements
CDBG may perform a program and/or fiscal monitoring of the grant. The Grantee will be
required to resolve any monitoring findings to CDBG's satisfaction by the deadlines set by
close out of the grant.
Section 9: Grant Close Out Requirements
A. Required Reports
By 45 days after the termination date of this agreement, the Grantee must submit the
following:
1. Final FAR
A final Financial and Accomplishment Report (FAR) must be submitted for the last
report period of the grant.
2. Final Funds Request
A final funds request must be submitted. The funds request will ask for any
remaining balance of funds that were expended for the funded activities.
B. Additional Reports and Documents
By 90 days after the termination date of this agreement, the Grantee must submit the
following:
1. Grantee Performance Report (GPM
A GPR must be submitted showing all the beneficiary information and demographic
breakdowns for each completed activity.
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EXHIBIT C
2. Close out Certification
A completed Close out certification form must be submitted on the Grantee's
letterhead, signed by the authorized signatory.
3. Unexpended Funds
A check made payable to the Department must be sent in for return of any
unexpended grant funds on hand as of the date of contract expiration. All grant
funds must be spent prior to the expiration date of the grant.
4. Close out FAR
A close out Financial and Accomplishment Report must be submitted showing all
funds have been requested, received and expended. The period of this report is
from the Start Date of the agreement to the End Date of the agreement.
5. Other Special Conditions
All evidence, satisfactory to the State, of compliance with any other Special
Conditions of this agreement must be submitted.
6. Annual Audit report
The Grantee must submit a final audit report to the State Controller's Office, not
directly to CDBG, pursuant to the requirements of Federal Office of Management
and Budget (OMB) Circular A-133.
Section 10: Obligations of Grantee with Respect to Certain Third Party Relationships
The Grantee shall remain fully obligated under the provisions of this agreement
notwithstanding its designation of any third party or parties for the undertaking of all or any
part of the program with respect to which assistance is being provided under this agreement to
the Grantee. The Grantee shall comply with all lawful requirements of the State necessary to
ensure that the program with respect to which assistance is being provided under this
agreement to the Grantee is carried out in accordance with the State's Assurance and
Certifications, including those with respect to the assumption of environmental responsibilities
of the State under Section 104(h) of the Housing and Community Development Act of 1974.
Section 11: Posting CDBG Acknowledgement Signs
If the Grantee places signs in public acknowledging the project, then the State CDBG program
must be included on the sign. The sign must indicate that the State is providing financing and
the State acknowledgement shall be done in a typeface and size commensurate with the
State's funding portion of the project.
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EXHIBIT C
Section 12: Audit/Retention and Inspection of Records
A. Missing Audits
The Grantee must have intact, auditable fiscal records at all times. If the Grantee is
found to have missing audit reports from the State Controller's Office ("SCO") during the
term of this agreement, the Grantee will be required to submit a plan to the State, with
task deadlines, for submitting the audit to the SCO. If the deadlines are not met, the
Grantee will be subject to termination of this agreement and disencumbrance of the funds
awarded. The Grantee's audit completion plan is subject to prior review and approval by
the State.
B. Record Inspections
Grantee agrees that the Department of Housing and Community Development (HCD) or
its delegatee will have the right to review, obtain, and copy all records pertaining to
performance of the contract. Grantee agrees to provide HCD or its delegatee with any
relevant information requested and shall permit HCD or its delegatee access to its
premises, upon reasonable notice, during normal business hours for the purpose of
interviewing employees and inspecting and copying such books, records, accounts, and
other material that may be relevant to a matter under investigation for the purpose of
determining compliance with PCC § 10115 et seq., GC § 8546.7 and 2 CCR §1896.60 et
seq. Grantee further agrees to maintain such records for a period of four (4) years after
final payment under the contract.
C. Investigations and Monitoring
Grantee shall comply with the caveats and be aware of the penalties for violations of
fraud and for obstruction of investigation as set forth in PCC § 10115.10.
An expenditure which is not authorized by this agreement or which cannot be adequately
documented shall be disallowed and must be reimbursed to the State or its designee by
the Grantee. Expenditures for grant activities not described in Exhibit A shall be deemed
authorized if the performance of such grant activity is approved in writing by the State
prior to the commencement of such grant activity.
Absent, fraud or mistake on the part of the State, the determination by the State of the
allowability of any expenditures shall be final.
D. Annual Audits
Pursuant to OMB Circular A-133, the Grantee shall perform an annual audit at the close
of each fiscal year in which this agreement is in effect. Audit costs for this agreement are
a general administration expense and are subject to the general administration
expenditure limits associated with this agreement. The costs of the CDBG-related portion
of the audit may be charged to the program in accordance with Public Law 98-502, OMB
Circular A-133 and Section 7122 of Title 25 California Code of Regulations.
Notwithstanding the foregoing, the Department will not reimburse the Grantee for any
audit cost incurred after the expiration date of this agreement.
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EXHIBIT C
The audit shall be performed by a qualified State, local or independent auditor. The
contract for audit shall include a clause which permits access by the State to the
independent auditor's working papers.
If there are audit findings, the Grantee must submit a detailed response to the State for
each audit finding. The State will review the response and, if it agrees with the response,
the audit process ends and the State will notify the Grantee in writing. If the State is not
in agreement, the Grantee will be contacted in writing and told what corrective actions
must be taken. This action could include the repayment of disallowed costs or other
remediation.
The State shall not approve any expenditures for the audit prior to receiving an
acceptable audit report.
If so directed by the State upon termination of this agreement, the Grantee shall cause all
records, accounts, documentation and all other materials relevant to the grant activity to
be delivered to the State as depository.
Section 13: Conflict of Interest of Members, Officers, or Employees of Contractors, Members
of Local Governing Body, or other Public Officials
No member, officer, or employee of the Grantee, or its designees or agents, no member of the
governing body of the locality in which the program is situated, and no other public official of
such locality or localities who exercise any functions or responsibilities with respect to the
program during his/her tenure or for one year thereafter, shall have any interest, direct or
indirect, in any contract or subcontract, or the proceeds thereof, for grant activities to be
performed in connection with the program assisted under this agreement. The Grantee shall
incorporate, or cause to be incorporated, in all such contracts or subcontracts a provision
prohibiting such interest pursuant to the purposes of this section.
Section 14: Waivers
No waiver of any breach of this agreement shall be held to be a waiver of any prior or
subsequent breach. The failure of the State to enforce at any time the provisions of this
agreement or to require at any time performance by the Grantee of these provisions, shall in
no way be construed to be a waiver of such provisions nor to affect the validity of this
agreement or the right of the State to enforce these provisions.
Section 15: Litigation
A. Legal Findings about Agreement
If any provision of this agreement, or an underlying obligation, is held invalid by a court of
competent jurisdiction, such invalidity, at the sole discretion of the Department, shall not
affect any other provisions of this agreement and the remainder of this agreement shall
remain in full force and effect. Therefore, the provisions of this agreement are, and shall
be, deemed severable.
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EXHIBIT C
B. Notification of Legal Action
The Grantee shall notify the Department immediately of any claim or action undertaken
by or against it which affects or may affect this agreement or the Department, and shall
take such action with respect to the claim or action as is consistent with the terms of this
agreement and the interests of the State.
Section 16: Lead-Based Paint Hazards
Activities performed with assistance provided under this agreement are subject to lead-based
paint hazard regulations contained in Title 8 and Title 17 of the California Code of Regulations.
Any grants or loans made by the Grantee with assistance provided under this agreement shall
be made subject to the provisions for the elimination or mitigation of lead-based paint hazards
under these Regulations. The Grantee shall be responsible for the notifications, inspections,
and clearance certifications required under these Regulations.
Section 17: Prevailing Wages
A. Use of Funds for Construction Work
Where funds provided through this Agreement are used for construction work, or in
support of construction work, Contractor shall ensure that the requirements of Chapter 1
(commencing with section 1720) of Part 7 of the Labor Code (pertaining to the payment
of prevailing wages and administered by the California Department of Industrial
Relations) are met.
B. Covered Construction Activities
For the purposes of this requirement "construction work" includes, but is not limited to
rehabilitation, alteration, demolition, installation or repair done under contract and paid
for, in whole or in part, through this Agreement. All construction work shall be done
through the use of a written contract with a properly licensed building contractor
incorporating these requirements (the "construction contract"). Where the construction
contract will be between the Contractor and a licensed building contractor, Contractor
shall serve as the "awarding body" as that term is defined in the Labor Code. Where
Contractor will provide funds to a third party that will enter into the construction contract
with a licensed building contractor, the third party shall serve as the "awarding body."
Prior to any disbursement of funds, including but not limited to release of any final
retention payment, the Department may require a certification from the awarding body
that prevailing wages have been or will be paid.
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EXHIBIT C
Section 18: Compliance with State and Federal Laws and Regulations
The Grantee agrees to comply with all State laws and regulations that pertain to construction,
health and safety, labor, fair employment practices, equal opportunity, and all other matters
applicable to the Grantee, its sub-grantee's, contractors or subcontractors, and the grant
activity, and any other State provisions as set forth on Exhibit D.
The Grantee agrees to comply with all Federal laws and regulations applicable to the CDBG
Program and to the grant activity, and with any other Federal provisions as set forth on Exhibit
E.
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EXHIBIT D
GENERAL TERMS and CONDITIONS
Section 1: Approval
This Agreement is of no force and effect until signed by both parties.
Section 2: Amendment
No amendment or variation of the terms of this Agreement shall be valid unless made in
writing and signed by the parties. No oral understanding or Agreement not incorporated in the
Agreement is binding on any of the parties.
Section 3: Assignment
This Agreement is not assignable by the Contractor, either in whole or in part, without the
consent of the State in the form of a formal written amendment.
Section 4: Indemnification
Contractor agrees to indemnify, defend and save harmless the State, its officers, agents and
employees from any and all claims and losses accruing or resulting to any and all contractors,
subcontractors, suppliers, laborers and any other person, firm or corporation furnishing or
supplying work services, materials or supplies in connection with the performance of this
Agreement, and from any and all claims and losses accruing or resulting to any person, firm or
corporation who may be injured or damaged by the Contractor in the performance of this
Agreement.
Section 5: Disputes
Contractor shall continue with the responsibilities under this Agreement during any dispute.
Section 6: Termination for Cause
The State may terminate this Agreement and be relieved of any payments should the
Contractor fail to perform the requirements of this Agreement at the time and in the manner
herein provided. [See Exhibit C for additional breach, notice and provisions.]
Section 7: Independent Contractor
ractor, in the performance of
is
Contractor, and the agents indepedemployees of ndent capacity and not as has officers ore employees or agents of
Agreement, shall act m a p
the State.
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EXHIBIT D
Section 8: Non-Discrimination Clause
A. During the performance of this Agreement, Contractor and its subcontractors shall not
unlawfully discriminate, harass, or allow harassment against any employee or applicant
for employment because of sex, race, color, ancestry, religious creed, national origin,
physical disability (including HIV and AIDS), mental disability, medical condition (cancer),
age (over 40), marital status, and denial of family care leave. Contractor and
subcontractors shall insure that the evaluation and treatment of their employees and
applicants for employment are free from such discrimination and harassment. Contractor
and subcontractors shall comply with the provisions of the Fair Employment and Housing
Act (Government Code Section 12990 (a-f) et seq.) and the applicable regulations
promulgated thereunder (California Code of Regulations, Title 2, Section 7285 et seq.).
The applicable regulations of the Fair Employment and Housing Commission
implementing Government Code Section 12990 (a-f), set forth in Chapter 5 of Division 4
of Title 2 of the California Code of Regulations, are incorporated into this Agreement by
reference and made a part hereof as if set forth in full. Contractor and its subcontractors
shall give written notice of their obligations under this clause to labor organizations with
which they have a collective bargaining or other Agreement.
B. Contractor shall include the nondiscrimination and compliance provisions of this clause in
all subcontracts to perform work under the Agreement.
Section 9: Timeliness
Time is of the essence in this Agreement.
Section 10: Governing Law
This Agreement is governed by and shall be interpreted in accordance with the laws of the
State of California.
Section 11: Child Support Compliance Act
if this Agreement is in excess of $100,000, by executing this Agreement, Contractor
acknowledges and agrees to the following:
A. Contractor recognizes the importance of child and family support obligations and shall
fully comply with all applicable state and federal laws relating to child and family support
enforcement, including, but not limited to, disclosure of information and compliance with
earnings assignment orders, as provided in Chapter 8 (commencing with section 5200) of
Part 5 of Division 9 of the Family Code; and
B. Contractor, to the best of its knowledge is fully complying with the earnings assignment
orders of all employees and is providing the names of all new employees to the New Hire
Registry maintained by the California Employment Development Department.
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EXHIBIT D
Section 12: Severability
In the event that any provision of this Agreement is unenforceable or held to be unenforceable,
then the parties agree that all other provisions of this Agreement have force and effect and
shall not be affected thereby.
Section 13: Drug-Free Workplace Requirements
Contractor shall comply with the requirements of the Drug-Free Workplace Act of 1990
(Government Code Section 8350 et seq.) and shall provide a drug-free workplace by taking
the following actions:
A. Publish a statement notifying employees that unlawful manufacture, distribution,
dispensation, possession, or use of a controlled substance is prohibited and specifying
actions to be taken against employees for violations.
B. Establish a Drug-Free Awareness Program to inform employees about: (1) the dangers of
drug abuse in the workplace; (2) the Contractor's policy of maintaining a drug-free
workplace; (3) any available counseling, rehabilitation and employee assistance
programs; and (4) penalties that may be imposed upon employees for drug abuse
violations.
C. Every employee who works on the proposed contract will: (1) receive a copy of the
Contractor's drug-free workplace policy statement; and (2) agree to abide by the terms of
the Contractor's statement as a condition of employment under this agreement.
Failure to comply with these requirements may result in suspension of payments under
the Agreement or termination of the Agreement or both and Contractor may be ineligible
for award of any future State agreements if the department determines that any of the
following has occurred: (1) the Contractor has made false certification, or violated the
certification by failing to carry out the requirements as noted above. (Government Code
section 8350 et seq.)
DOING BUSINESS WITH THE STATE OF CALIFORNIA
The following laws apply to persons or entities doing business with the State of
California:
Section 14: Conflict of Interest
Contractor needs to be aware of the following provisions regarding current or former state
employees. If Contractor has any questions on the status of any person rendering services or
involved with the Agreement, the awarding agency must be contacted immediately for
clarification.
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EXHIBIT D
A. Current State Employees (Public Contracts Code section 10410)-
1. No officer or employee shall engage in any employment, activity or enterprise from
which the officer or employee receives compensation or has a financial interest and
which is sponsored or funded by any state agency, unless the employment, activity
or enterprise is required as a condition of regular state employment.
2. No officer or employee shall contract on his or her own behalf as an independent
Contractor with any state agency to provide goods or services.
B. Former State Employees (Public Contracts Code section 10411):
1. For the two-year period from the date he or she left state employment, no former
state officer or employee may enter into a contract in which he or she engaged in
any of the negotiations, transactions, planning, arrangements or any part of the
decision-making process relevant to the contract while employed in any capacity by
any state agency.
2. For the twelve-month period from the date he or she left state employment, no
former state officer or employee may enter into a contract with any state agency if he
or she was employed by that state agency in a policy-making position in the same
general subject area as the proposed contract within the 12-month period prior to his
or her leaving state service.
C. If Contractor violates any provisions of above paragraphs, such action by Contractor shall
render this Agreement void. (Public Contracts Code section 10420).
D. Members of boards and commissions are exempt from this section if they do not receive
payment other than payment of each meeting of the board or commission, payment for
preparatory time and payment for per diem. (Public Contracts Code section 10430 (e))
Section 15: Labor CodeMorkers' Compensation
Contractor needs to be aware of the provisions which require every employer to be insured
against liability for Worker's Compensation or to undertake self-insurance in accordance with
the provisions, and Contractor affirms to comply with such provisions before commencing the
performance of the work of this Agreement. (Labor Code section 3700)
Section 16: Americans With Disabilities Act
Contractor assures the State that it complies with the Americans with Disabilities Act (ADA) of
1990, which prohibits discrimination on the basis of disability, as well as all applicable
regulations and guidelines issued pursuant to the ADA. (42 U.S.C. 12101 et seq.)
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EXHIBIT D
Section 17: Contractor Name Change
An amendment is required to change the Contractor's name as listed on this Agreement.
Upon receipt of legal documentation of the name change, the State will process the
amendment.
Section 18: Corporate Qualifications to Do Business in California
A. If Contractor is a corporation, the State may verify that the Contractor is currently qualified
to do business in California in order to ensure that all obligations due to the State are
fulfilled.
B. "Doing business" is defined in R&TC Section 23101 as actively engaging in any
transaction for the purpose of financial or pecuniary gain or profit. Although there are
some statutory exceptions to taxation, rarely will a corporate contractor performing within
the State not be subject to the franchise tax.
C. Both domestic and foreign corporations (those incorporated outside California) must be in
good standing in order to be qualified to do business in California. If Contractor is a
corporation, the State will determine whether Contractor is in good standing by contacting
the Office of the Secretary of State.
Section 19: Resolution
A county, city, district, or other local public body must provide the State with a copy of a
resolution, order, motion, or ordinance of the local governing body which by law has authority
to enter into an agreement, authorizing execution of the agreement.
Section 20: Air or Water Pollution Violation
Under the State laws, the Contractor shall not be: (1) in violation of any order or resolution not
subject to review promulgated by the State Air Resources Board or an air pollution control
district; (2) subject to cease and desist order not subject to review issued pursuant to Section
13301 of the Water Code for violation of waste discharge requirements or discharge
prohibitions; or (3) finally determined to be in violation of the provisions of federal law relating
to air or water pollution.
Section 21: Payee Data Record Form Std. 204
This form must be completed by all contractors that are not another state agency or other
government entity.
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EXHIBIT D
Section 22: National Labor Relations Board Certification
If Contractor is receiving federal funds under this Agreement, Contractor certifies that no more
than one (1) final unappealable finding of contempt of court by a Federal court has been
issued against Contractor within the immediately preceding two-year period because of
Contractor's failure to comply with an order of a Federal court, which orders Contractor to
comply with an order of the National Labor Relations Board. (Not applicable to public entities.)
Section 23: Domestic Partners
For contracts executed or amended after July 1, 2004, the contractor may elect to offer
domestic partner benefits to the contractor's employees in accordance with Public Contract
Code section 10295.3. However, the contractor cannot require an employee to cover the
costs of providing any benefits which have otherwise been provided to all employees
regardless of marital or domestic partner status.
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EXHIBIT E
FEDERAL TERMS AND CONDITIONS
Section 1: Anti-Lobbying Certification
The Grantee shall require that the language of this certification be included in all contracts or
subcontracts entered into in connection with this grant activity and that all subrecipients shall
certify and disclose accordingly.
This certification is a material representation of fact upon which reliance was placed when this
transaction was made or entered into. Submission of this certification is a prerequisite for
making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any
person who fails to file the required certification shall be subject to a civil penalty of not less
than $10,000 and no more than $100,000 for such failure.
A. Certification Language for Contract
"The undersigned certifies, to the best of his or her knowledge or belief, that no Federal
appropriated funds have been paid or will be paid, by or on behalf of it, to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of
Congress, an officer or employee of Congress, or an employee of a Member of Congress
in connection with the awarding of any Federal contract, the making of any Federal grant,
the making of any Federal loan, the entering into of any cooperative agreement, and the
extension, continuation, renewal, amendment, or modification of any Federal contract,
grant, loan, or cooperative agreement; if any funds other than Federal appropriated funds
have been paid or will be paid to any person for influencing or attempting to influence an
officer or employee of any agency, a Member of Congress, an officer or employee of
Congress, or an employee of a Member of Congress in connection with this Federal
contract, grant, loan, or cooperative agreement, it will complete and submit Standard
Form-LLL, "Disclosure Form to Report Lobbying," in accordance with its instructions."
Section 2: Prohibition Against Payments of Bonus or Commission
The assistance provided under this agreement shall not be used in the payment of any bonus
or commission for the purpose of:
A. State Approval of Application
No funds shall be used for obtaining the State's approval of the application for such
assistance.
B. State Approval of Additional Assistance
No grant funds shall be used for obtaining State's approval of applications for additional
assistance.
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EXHIBIT E
C. Any Other Approvals
No grant funds can pay for any other approval or concurrence of the State required under
this agreement, Title I of the Housing and Community Development Act of 1974, or the
State regulations with respect thereto; provided, however, that reasonable fees for bona
fide technical, consultant, managerial or other such services, other than actual
solicitation, are not hereby prohibited if otherwise eligible as program costs.
Section 3: Citizen Participation
The Grantee is subject to the requirements concerning citizen participation contained in
Federal regulations at 24 CFR 570.486, Local Government Requirements.
Section 4: Clean Air and Water Acts
This agreement is subject to the requirements of the Clean Air Act, as amended, 42 USC 1857
et seq., the Federal Water Pollution Control Act, as amended, 33 USC 1251 et seq., and the
regulations of the Environmental Protection Agency with respect thereto, at 40 CFR Part 15,
as amended from time to time.
Section 5: Conflict of Interest of Certain Federal Officials
No member of or delegate to the Congress of the United States, and no resident
commissioner, shall be admitted to any share or part of this agreement or to any benefit to
arise from the same.
Section 6: Environmental Requirements
The Grantee shall comply with the provisions of the National Environmental Policy Act (NEPA)
by following the procedures contained in 24 CFR Part 58.
Section 7: Equal Opportunity
A. The Civil Rights, Housing and Community Development, and Age
Discrimination Acts Assurances
During the performance of this agreement, the Grantee assures that no otherwise
qualified person shall be excluded from participation or employment, denied program
benefits, or be subjected to discrimination based on race, color, national origin, sex, age,
handicap, religion, familial status, or religious preference, under any grant activity funded
by this agreement, as required by Title VI of the Civil Rights Act of 1964, Title I of the
Housing and Community Development Act of 1974, as amended, the Age Discrimination
Act of 1975, the Fair Housing Amendment Act of 1988, and all implementing regulations.
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EXHIBIT E
B. Rehabilitation Act of 1973 and the "504 Coordinator"
The Grantee further agrees to implement the Rehabilitation Act of 1973, as amended,
and its regulations, 24 CFR Part 8, including, but not limited to, for Grantees with 15 or
more permanent full or part time employees, the local designation of a specific person
charged with local enforcement of this Act, as the "504 Coordinator."
C. The Training, Employment, and Contracting Opportunities for Business and
Lower Income Persons Assurance of Compliance
1. Section 3 Compliance
The grant activity to be performed under this agreement is on a project assisted
under a program providing direct Federal financial assistance from the Department
of Housing and Urban Development and is subject to the requirements of Section 3
of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701u.
Recipients, contractors and subcontractors shall direct their efforts to provide, to the
greatest extent feasible, training and employment opportunities generated from the
expenditure of section 3 covered assistance to section 3 residents in the order of
priority provided in 24 CFR 135.34(a)(2).
The parties to this agreement will comply with the provisions of said Section 3 and
the regulations issued pursuant thereto by the Secretary of Housing and Urban
Development set forth in 24 CFR Part 135, and all applicable rules and orders of the
Department issued thereunder prior to the execution of this agreement. The parties
to this agreement certify and agree that they are under no contractual or other
disability which would prevent them from complying with these requirements.
2. Section 3 Contract Language
The Grantee will include these Section 3 clauses in every contract and subcontract
for work in connection with the grant activity and will, at the direction of the State,
take appropriate action pursuant to the contract or subcontract upon a finding that
the Grantee or any contractor or subcontractor is in violation of regulations issued by
the Secretary of Housing and Urban Development, 24 CFR Part 135 and, will not let
any contract unless the Grantee or contractor or subcontractor has first provided it
with a preliminary statement of ability to comply with the requirements of these
regulations.
3. Non Compliance
Non compliance with the provisions of Section 3, the regulations set forth in 24 CFR
Part 135, and all applicable rules and orders of the Department issued thereunder
prior to the execution of this agreement shall be a condition of the Federal financial
assistance provided to the grant activity, binding upon the Grantee, its successors,
and assigns. Failure to fulfill these requirements shall subject the Grantee, its
contractors and subcontractors, its successors, and assigns to those sanctions
specified by the agreement through which federal assistance is provided, and to
such sanctions as are specified by 24 CFR Part 135.
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EXHIBIT E
D. Assurance of Compliance with Requirements Placed on Construction
Contracts of$10,000 or more
The Grantee hereby agrees to place in every contract and subcontract for construction
exceeding $10,000 the Notice of Requirement for Affirmative Action to ensure Equal
Employment Opportunity (Executive Order 11246), the Standard Equal Employment
Opportunity, and the Construction Contract Specifications. The Grantee furthermore
agrees to insert the appropriate Goals and Timetables issued by the U.S. Department of
Labor in such contracts and subcontracts.
Section 8: Flood Disaster Protection
This agreement is subject to the requirements of the Flood Disaster Protection Act of 1973
(P.L. 93-234). No portion of the assistance provided under this agreement is approved for
acquisition or construction purposes as defined under Section 3(a) of said Act, for use in an
area identified by the Secretary as having special flood hazards which is located in a
community not then in compliance with the requirements for participation in the national flood
insurance program pursuant to Section 201(d) of said Act.
The use of any assistance provided under this agreement for such acquisition or construction
in such identified areas in communities then participating in the national flood insurance
program shall be subject to the mandatory purchase of flood insurance requirements of
Section 102(a) of said Act.
Any contract or agreement for the sale, lease, or other transfer of land acquired, cleared or
improved with assistance provided under this agreement shall contain certain provisions.
These provisions will apply if such land is located in an area identified by the Secretary as
having special flood hazards and in which the sale of flood insurance has been made available
under the National Flood Insurance Act of 1968, as amended, 42 U.S.C. 4001 et seq.
These provisions shall obligate the transferee and its successors or assigns to obtain and
maintain, during the ownership of such land, such flood insurance as required with respect to
financial assistance for acquisition or construction purposes under Section 102(s) of the Flood
Disaster Protection Act of 1973. Such provisions shall be required notwithstanding the fact
that the construction on such land is not itself funded with assistance provided under this
agreement.
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EXHIBIT E
Section 9: Labor Standards-Federal Labor Standards Provisions and Related Acts
The Grantee shall cause or require to be inserted in full, in all such contracts subject to such
regulations, provisions meeting the requirements of:
A. Davis-Bacon Act (40 USC 276a - 276a-5)
This requires that workers receive no less than the prevailing wages being paid for similar
work in their locality. Prevailing wages are computed by the Department of Labor and are
issued in the form of federal wage decisions for each classification of work. The law
applies to most construction, alteration, or repair contracts over $2,000.
B. Copeland "Anti-Kickback" Act (47 USC 276(c)
This requires that workers be paid at least once a week without any deductions or
rebates except permissible deductions.
C. Contract Work Hours and Safety Standards Act -CWHSSA
(40 USC 327 - 333)
This requires that workers receive "overtime" compensation at a rate of 1-1/2 times their
regular hourly wage after they have worked 40 hours in one week.
D. Title 29, Code of Federal Regulations, Subtitle A, Parts I, 3 and 5
These are the regulations and procedures issued by the Secretary of Labor for the
administration and enforcement of the Davis-Bacon Act, as amended.
Section 10: Procurement
The Grantee shall comply with the procurement provisions in 24 CFR Part 85.36,
Administrative Requirements for Grants and Cooperative Agreements to State, Local and
Federally Recognized Indian Tribal Governments.
Section 11: Program Income
"Program Income" means gross income earned by the Grantee from grant-funded activities
and is subject to CDBG regulatory requirements pursuant to 24 CFR 570.489 (e), Program
Administrative Requirements, Program Income. These regulations include the requirement
that the Grantee record receipt and expenditure of program income as part of the financial
transactions of the grant activity.
Prior to closing out this agreement, the Department shall review the actual national objective
and/or public benefit achievements of the Grantee. In the event that the national objective
and/or public benefit requirements are not met, the Department may, in its sole discretion,
impose any or all of the following remedies: recapture of part or all of the program income;
reimbursement of part or all of the grant amount; and/or exclusion of the Grantee from further
CDBG funding for a period of time to be determined by the State.
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EXHIBIT E
Section 12: Relocation, Displacement, and Acquisition
The provisions of the Uniform Relocation Act, as amended, 49 CFR Part 24, and Section
104(d) of the Housing and Community Development Act of 1974 shall be followed where any
acquisition of real property is carried out by the Grantee and assisted in whole or in part by
funds allocated by CDBG.
In addition, where the rehabilitation of residential rental units results in increased rents for
members of the targeted income group, the Grantee shall also comply with the requirements
of the above-cited laws. Relocation expenses which may, by law, be paid are eligible
expenses for use of CDBG funds.
Section 13: Compliance with Federal Flood Reform Act of 1994
The Grantee is subject to the requirements of Section 582 of the National Flood Insurance
Reform Act of 1994, as amended, (42 U.S.C. 5154(a)) which prohibits flood disaster
assistance in certain circumstances. In general, it provides that no, "Federal disaster relief
assistance" (applicable to HUD or other Federal assistance for disaster relief in "flood disaster
area" as defined at section 582(d)(2) to include an area receiving a Presidential declaration of
a major disaster or emergency as a result of flood conditions), made available in a flood
disaster are may be agrees to comply with all State laws and regulations that pertain to
construction, health and safety, labor, fair employment practices, equal opportunity, and all
other matters applicable to the Grantee, its sub-grantee's, contractors or subcontractors, and
the grant activity, and any other State provisions as set forth on Exhibit D.
Section 14: Uniform Administrative Requirements
The grantee shall comply with applicable uniform administrative requirements as described in
24 CFR §570.502, including cited sections of 24 CFR part 85.