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HomeMy WebLinkAboutAffordable Housing Clearinghouse - 2010-09-01Name of Contractor: Affordable Housing Clearinghouse Purpose of Contract: For Example: Audit Services or Water Quality Testing Huntington Lake —Huntington Central Park Administration of First Time Homebuyer Down Payment Assistance Program Amount of Contract: $50,000.00 Copy of contract distributed to: The original insurance certificate/waiver distributed t Initiating Dept. ❑ o Risk Management ❑ Finance Dept. ❑ ORIGINAL bonds sent to Treasurer ❑ W d4w� Date: Name/Ext nsion City Attorney's Office G:AttyMisc/Contract Forms/City Clerk Transmittal PROFESSIONAL SERVICES'CONTRACT BETWEEN THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH AND Affordable Housing Clearinghouse FOR Administration of the City' s First Time Homebuyer Down Payment Assistance Program THIS AGREEMENT ("Agreement") is made and entered into by and between the Redevelopment Agency of the City of Huntington Beach, a public body . of the State of Affordable California, hereinafter referred to as "AGENCY, and Housing Clearinghouse a non—profit Corp hereinafter referred to as "CONSULTANT." WHEREAS, AGENCY desires to engage the services of a consultant to administer First Time Homebuyers Program ;and Pursuant to documentation on file in the office of the Agency Clerk, the provisions of the Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of professional' service contracts have been complied with; and CONSULTANT has been selected to perform these services, NOW, THEREFORE, it is agreed by AGENCY and CONSULTANT as follows: 1. SCOPE OF SERVICES CONSULTANT shall provide all services as described in Exhibit "A," which is, attached hereto and incorporated into this Agreement by this reference. These services shall sometimes hereinafter be referred to as the "PROJECT." CONSULTANT hereby designates Brenda J. Rodriguez who shall represent it and be its sole contact and agent in all consultations with AGENCY during the performance of this Agreement. agree/surfnet/agency prof svcs 50 to 100 12-07 1 of 11 2. AGENCY STAFF ASSISTANCE AGENCY shall assign a staff coordinator to work directly with CONSULTANT in the performance of this Agreement. 3. TERM; TIME OF PERFORMANCE Time is of the essence of this Agreement. The services of CONSULTANT are to commence on September 1 , 20 10 (the "Commencement Date"). This Agreement shall automatically terminate three (3) years from the Commencement Date, unless extended or sooner terminated as provided herein. All tasks specified in Exhibit "A" shall be completed no later than August 31, 2013 from the Commencement Date. The time for performance of the tasks identified in Exhibit "A" are generally to be shown in Exhibit "A." This schedule may be amended to benefit the PROJECT if mutually agreed to in writing by AGENCY and CONSULTANT. In the event the Commencement Date precedes the Effective Date, CONSULTANT shall be bound by all terms and conditions as provided herein. 4. COMPENSATION In consideration of the performance of the services described herein, AGENCY agrees to pay CONSULTANT on a time and materials basis at the rates specified in Exhibit "B," which is attached hereto and incorporated by reference into this Agreement, a fee, including all costs and expenses, not to exceed fifty thousand Dollars ($ 50,000 ) 5. EXTRA WORK In the event AGENCY requires additional services not included in Exhibit "A" or changes in the scope of services described in Exhibit "A," CONSULTANT will undertake agree/surfnet/agency prof Svcs 50 to 100 12-07 2 of 11 such work only after receiving written authorization from AGENCY. Additional compensation for such extra work shall be allowed only if the prior written approval of AGENCY is obtained. 6. METHOD OF PAYMENT CONSULTANT shall be paid pursuant to the terms of Exhibit "B." 7. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS CONSULTANT agrees that title to all materials prepared hereunder, including, without limitation, all original drawings, designs, reports, both field and office notices, calculations, computer code, language, data or programs, maps, memoranda, letters and other documents, shall belong to AGENCY, and CONSULTANT shall turn these materials over to AGENCY upon expiration or termination of this Agreement or upon PROJECT completion, whichever shall occur first. These materials may be used by AGENCY as it sees fit. 8. HOLD HARMLESS CONSULTANT hereby agrees to protect, defend, indemnify and hold harmless AGENCY, its officers, elected or appointed officials, employees, agents and volunteers from and against any and all claims, damages, losses, expenses, judgments, demands and defense costs (including, without limitation, costs and fees of litigation of every nature or liability of any kind or nature) arising out of or in connection with CONSULTANT's (or CONSULTANT's subcontractors, if any) negligent (or alleged negligent) performance of this Agreement or its failure to comply with any of its obligations contained in this Agreement by CONSULTANT, its officers, agents or employees except such loss or damage which was caused by the sole negligence or willful misconduct of AGENCY. CONSULTANT will conduct all defense at its sole cost and expense and AGENCY shall approve selection of CONSULTANT's counsel. This indemnity shall apply to all claims and liability regardless of whether any insurance policies are agree/surfnet/agency prof svcs 50 to 100 1 a-07 3 of 11 applicable. The policy limits do not act as limitation upon the amount of indemnification to be provided by CONSULTANT. 9. PROFESSIONAL LIABILITY INSURANCE CONSULTANT shall obtain and furnish to AGENCY a professional liability insurance policy covering the work performed by it hereunder. This policy shall provide coverage for CONSULTANT's professional liability in an amount not less than One Million Dollars ($1,000,000.00) per occurrence and in the aggregate. The above -mentioned insurance shall not contain a self -insured retention without the express written consent of AGENCY; however an insurance policy "deductible" of Ten Thousand Dollars ($10,000.00) or less is permitted. A claims -made policy shall be acceptable if the policy further provides that: A. The policy retroactive date coincides with or precedes the initiation of the scope of work (including subsequent policies purchased as renewals or replacements). B. CONSULTANT shall notify AGENCY of circumstances or incidents that might give rise to future claims. CONSULTANT will make every effort to maintain similar insurance during the required extended period of coverage following PROJECT completion. If insurance is terminated for any reason, CONSULTANT agrees to purchase an extended reporting provision of at least two (2) years to report claims arising from work performed in connection with this Agreement. If CONSULTANT fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the AGENCY with required proof that insurance has been procured and is in force and paid for, the AGENCY shall have the right, at the AGENCY's agree/surfnet/agency prof svcs 50 to 100 12-07 4 of 11 election, to forthwith terminate this Agreement. Such termination shall not effect Consultant's right to be paid for its time and materials expended prior to notification of termination. CONSULTANT waives the right to receive compensation and agrees to indemnify the AGENCY for any work performed prior to approval of insurance by the AGENCY. 10. CERTIFICATE OF INSURANCE Prior to commencing performance of the work hereunder, CONSULTANT shall furnish to AGENCY a certificate of insurance subject to approval of the Agency Counsel evidencing the foregoing insurance coverage as required by this Agreement; the certificate shall: A. provide the name and policy number of each carrier and policy; B. state that the policy is currently in force; and C. shall promise that such policy shall not be suspended, voided or canceled by either party, reduced in coverage or in limits except after thirty (30) days' prior written notice; however, ten (10) days' prior written notice in the event of cancellation for nonpayment of premium. CONSULTANT shall maintain the foregoing insurance coverage in force until the work under this Agreement is fully completed and accepted by AGENCY. The requirement for carrying the foregoing insurance coverage shall not derogate from CONSULTANT's defense, hold harmless and indemnification obligations as set forth in this Agreement. AGENCY or its representative shall at all times have the right to demand the original or a copy of the policy of insurance. CONSULTANT shall pay, in a prompt and timely manner, the premiums on the insurance hereinabove required. agree/surfnet/agency prof Svcs 50 to 100 12-07 5 of It 11. INDEPENDENT CONTRACTOR CONSULTANT is, and shall be, acting at all times in the performance of this Agreement as an independent contractor herein and not as an employee of AGENCY. CONSULTANT shall secure at its own cost and expense, and be responsible for any and all payment of all taxes, social security, state disability insurance compensation, unemployment compensation and other payroll deductions for CONSULTANT and its officers, agents and employees and all business licenses, if any, in connection with the PROJECT and/or the services to be performed hereunder. 12. TERMINATION OF AGREEMENT All work required hereunder shall be performed in a good and workmanlike manner. AGENCY may terminate CONSULTANT's services hereunder at any time with or without cause, and whether or not the PROJECT is fully complete. Any termination of this Agreement by AGENCY shall be made in writing, notice of which shall be delivered to CONSULTANT as provided herein. In the event of termination, all finished and unfinished documents, exhibits, report, and evidence shall, at the option of AGENCY, become its property and shall be promptly delivered to it by CONSULTANT. 13. ASSIGNMENT AND DELEGATION This Agreement is a personal service contract and the work hereunder shall not be assigned, delegated or subcontracted by CONSULTANT to any other person or entity without the prior express written consent of AGENCY. If an assignment, delegation or subcontract is approved, all approved assignees, delegates and subconsultants must satisfy the insurance requirements as set forth in Sections 9 and 10 hereinabove. agree/surfnet/agency prof Svcs 50 to 100 12-07 6 of 11 14. COPYRIGHTS/PATENTS AGENCY shall own all rights to any patent or copyright on any work, item or material produced as a result of this Agreement. 15. AGENCY EMPLOYEES AND OFFICIALS CONSULTANT shall employ no AGENCY official nor any regular AGENCY employee in the work performed pursuant to this Agreement. No officer or employee of AGENCY shall have any financial interest in this Agreement in violation of the applicable provisions of the California Government Code. 16. NOTICES Any notices, certificates, or other communications hereunder shall be given either by personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) or to AGENCY as the situation shall warrant, or by enclosing the same in a sealed envelope, postage prepaid, and depositing the same in the United States Postal Service, to the addresses specified below. AGENCY and CONSULTANT may designate different addresses to which subsequent notices, certificates or other communications will be sent by notifying the other party via personal delivery, a reputable overnight carrier or U. S. certified mail -return receipt requested: TO AGENCY: Redevelopment Agency of the City of Huntington Beach ATTN: Sidney Stone 2000 Main Street Huntington Beach, CA 92648 agree/surfnet/agency prof svcs 50 to 100 12-07 7 of 11 TO CONSULTANT: AffordahlP Housing Clearinghouse Brenda J. Rodriguez 23861 El Toro Road, Suite 401 Take Forest, CA 92630 17. CONSENT When AGENCY's consent/approval is required under this Agreement, its consent/approval for one transaction or event shall not be deemed to be a consent/approval to any subsequent occurrence of the same or any other transaction or event. 18. MODIFICATION No waiver or modification of any language in this Agreement shall be valid unless in writing and duly executed by both parties. 19. SECTION HEADINGS The titles, captions, section, paragraph and subject headings, and descriptive phrases at the beginning of the various sections in this Agreement are merely descriptive and are included solely for convenience of reference only and are not representative of matters included or excluded from such provisions, and do not interpret, define, limit or describe, or construe the intent of the parties or affect the construction or interpretation of any provision of this Agreement. 20. INTERPRETATION OF THIS AGREEMENT The language of all parts of this Agreement shall in all cases be construed as a whole, according to its fair meaning, and not strictly for or against any of the parties. If any provision of this Agreement is held by an arbitrator or court of competent jurisdiction to be unenforceable, void, illegal or invalid, such holding shall not invalidate or affect the remaining covenants and provisions of this Agreement. No covenant or provision shall be deemed dependent upon any other unless so expressly provided here. As used in this Agreement, the masculine or neuter gender and singular or plural number shall be deemed to include the other whenever the context so indicates or requires. Nothing contained herein shall be construed so as agree/surfnet/agency prof svcs 50 to 100 12-07 8 of 11 to require the commission of any act contrary to law, and wherever there is any conflict between any provision contained herein and any present or future statute, law, ordinance or regulation contrary to which the parties have no right to contract, then the latter shall prevail, and the provision of this Agreement which is hereby affected shall be curtailed and limited only to the extent necessary to bring it within the requirements of the law. 21. DUPLICATE ORIGINAL The original of this Agreement and one or more copies hereto have been prepared and signed in counterparts as duplicate originals, each of which so executed shall, irrespective of the date of its execution and delivery, be deemed an original. Each duplicate original shall be deemed an original instrument as against any party who has signed it. 22. IMMIGRATION CONSULTANT shall be responsible for full compliance with the immigration and naturalization laws of the United States and shall, in particular, comply with the provisions of the United States Code regarding employment verification. 23. LEGAL SERVICES SUBCONTRACTING PROHIBITED CONSULTANT and AGENCY agree that AGENCY is not liable for payment of any subcontractor work involving legal services, and that such legal services are expressly outside the scope of services contemplated hereunder. CONSULTANT understands that pursuant to Huntington Beach City Charter Section 309, the Agency Counsel is the exclusive legal counsel for AGENCY; and AGENCY shall not be liable for payment of any legal services expenses incurred by CONSULTANT. agree/surfneUagency prof svcs 50 to 100 12-07 9 of 11 24. ATTORNEY'S FEES In the event suit is brought by either parry to construe, interpret and/or enforce the terms and/or provisions of this Agreement or to secure the performance hereof, each party shall bear its own attorney's fees, such that the prevailing party shall not be entitled to recover its attorney's fees from the nonprevailing party. 25. SURVIVAL Terms and conditions of this Agreement, which by their sense and context survive the expiration or termination of this Agreement, shall so survive. 26. GOVERNING LAW This Agreement shall be governed and construed in accordance with the laws of the State of California, 27. SIGNATORIES Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify AGENCY fully for any injuries or damages to AGENCY in the event that such authority or power is not, in fact, held by tort' or is withdrawn. C®NSLLTANT's Initials 28. ENTIRETY The parties acknowledge and agree that they are entering into this Agreement - -- freely -and -voluntarily -following- extensive- arm's- length- negotiation; and -that -each -has -had -the.._ ...._ _. opportunity to consult with legal counsel prior to executing this Agreement. The parties also acknowledge and agree that no representations, inducements, promises, agreements or warranties, oral or otherwise, have been made by that party or anyone acting on that party's agm,dsurfwt/agenry prof secs 50 to 100 12-07 10 of 11 behalf, which are not embodied in this Agreement, and that that party has not executed this Agreement in reliance on any representation, inducement, promise, agreement, warranty, fact ar circumstance not expressly set forth in this Agreement. This Agreement, and the attached exhibits, contain the entire agreement between the parties respecting the subject matter of this Agreement, and supersede all prior understandings and agreements whether oral or in writing between the parties respecting the subject matter hereof. 29. EFFECTIVE DATE IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their authorized officers. This Agreement shall be effective on the date of its approval by the Agency Counsel, This Agreement shall expire when terminated as provided herein. CONSULTANT, REDEVELOPMENT AGENCY OF THE CITY )� OF HUNTI GTON BEACH, a political body of A'F o-ic the State o lif rnia COMPANY NAME / !/ By: a I.Jfl1l1Q�`� print name r ITS: (circle one) Chairman/ residenflVice President ZAT 'N By: 14wow, print ninie ITS: (circle 01ee) ecreta hief Financial Officer/Asst. Secretary — Treasu agree(surfnet/agency profsvcs 50 to 100 12-07 11 of 1l Executive Director INITIATED AND APPROVED: Deputy Exec. tive Director AP COVED AS TO FORM: 1 Agency Cour se Date�C) EXHIBIT "A" A. STATEMENT OF WORK: The Affordable Clearinghouse will be the Administrator of the City of Huntington Beach's First Time Homebuyer Down payment Assistance Program. AHC's activities in administering the City of Huntington Beach down payment assistance program consist of: (1) updating program guidelines, (2) providing homebuyer education., (3) receive inquiries and provide application forms and other program information as requested by applicants, (4) review applications and deternnile eligibility for the City's down payment assistance program, (5) assist applicants and participating lenders with the application process, (6) process the down payment assistance program application, (7) program marketing and customer service, and (8) other available services. B. CONSULTANT'S DUTIES AND RESPONSIBILITIES: 1. Maintain and update Program Guidelines 2. Provide Homebuyer Education 3. Receive Inquiries and Provide Information to Applicants 4. Review Applications and Determine Eligibility 5. Assist Applicants and Participating Lenders with Application Process 6. Process Down Payment Assistance Program Application — Correspondence, notifications abide by minimum lending requirements if applicable (i.e. fair lending practices) 7. Program Marketing and Customer Service 8. Other Available Services EXHIBIT A: Page I of 2 Administration of the City of Huntington Beach First Time Homebuyer Down Payment Assistance Program Affordable Housing Clearinghouse EXHIBIT "A" C. CITY'S DUTIES AND RESPONSIBILITIES: 1. Ensure availability of funding 2. Periodically update program guidelines based on new federal, state, and local policy changes or changes in industry standards. 3. Monitor compliance with applicable Federal and State laws 4. Notify ARC of program revisions due to local jurisdictional program update requests. Review and sign pre -approval application packages prepared and submitted by AHC. 6. Review the applicant's complete application as submitted for approval by AHC. 7. Verify all applicants review, understand and sign the Borrower Disclosure Statement. 8. Complete one-on-one counseling sessions with approved applicants preparing to close their loans. 9. Complete the City of Huntington Beach down payment assistance program loan documents; including the promissory note, deed of trust, and loan agreement. 10. coordinate the signing of the loan documents by the appropriate City staff members and coordinate the wiring of the City's funds for all approved applicants. 11. Monitor funded down payment assistance loaris for compliance. D. WORK PROGRAM/PROJECT SCHEDULE: Program Administration contract to be brought before the City Council by July 2010. If approved, program to be continued shortly thereafter. If necessary, update Program Guidelines and policies. City will update website and provide link to Affordable Clearinghouse, no later than August /September 2010. Application package will continue to be distributed to the public, -- - -- -lenders;-and-clients-interested-in the program.- AHC will -continue -to build interest list and - --- --- - -- - market program through existing waiting. Other marketing efforts will be undertaken as needed. Program will continue year, through the next cycle of funding, subject to City's funding availability. EXHIBIT A: Page 2 of 2 Administration of the City of Huntington Beach First Time Homebuyer Down Payment Assistance Program Affordable Housing Clearinghouse F. Fee Proposal Please include as part of your proposal a Schedule of Hourly Billing Rates for the services being provided in this RFP, as described in the Scope of Work. Application Processing Fees: Pre -Qualification: $75 per application for prequalification Processing: $650 per application Hourly Fees: Management: $115 per hour for planning activities, meetings, updates, coordination, and other management activities not related to specific applications Processing: $85 per hour for assisting applicants, reviewing applications, processing applications, coordinating closing/funding (estimated 8 to 10 hours per closed application) Homebuyer Education: $250.per application if down payment assistance loan is funded Any out-of-pocket expenses such as supplies, printing, m. ailing, advertising, marketing, and outreach, would be discussed with the City as necessary and would be reimbursed by the City. The proposed costs include standard fees for each application in order to keep hourly billing to a minimum. Section F: Fee proposal Page I of 1 Affordable Housing Clearinghouse A e%^iln Vnz.�#Tw CERTIFICATE OF LIABILITY INSURANCEF06/03/2010 D2 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CO TACT NAME: Comprehensive Insurance Services arc_, No Ext: (949)709-8800 C NQ (949)709-1668 22342 Avenida Empresa Suite 255 RSM , CA 92688 - E-MAIL ADDRESS: PRODUCER CUSTOMER ID 0: INSURER(S)AFFORDING COVERAGE NAIC A INSURED INSURERA: NONPROFITS' INSURANCE ALLIANCE INSURERS: PHILADELPHIA INDEMNITY INSURANCE COMPANY Affordable Housing Clearinghouse INSURERC: 23861 El Toro iRoad Suite 401 INSURERD: Lake Forest, CA 92630 NSURERE: INSURERF: COVERAGES CERTIFICATE NUMBER: 2010/2011 GL REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE INS R WVO POLICY NUMBER MMIDDNYYY) (MMIDONYM LIMITS GENERAL LIABILITY 2010-13161-NP 05/01/2010 05/01/2011 EACH OCCURRENCE $ 1,000,000 X COMMERCIAL GENERAL LIABILITY DAMAGE TO RENTED PREMISES Ea occurrence $ 500 000 CLAIMS -MADE LF_J OCCUR MED EXP (Any one person) $ 20,000 PERSONAL & ADV INJURY $ 1,000,000 A GENERAL AGGREGATE $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER PRODUCTS - COMP/OP AC $ 2,000,000 POLICY JECT PRO [X1 LOC $ AUTOMOBILE LIABILITY 2010-13161-NP 05/01/2010 W0112011 COMBINED SINGLE LIMIT (Ea accident) $ 1,000,000 X ANY AUTO BODILY INJURY (Per person) $ ,ALL OWNED AUTOS BODILY INJURY (Per accident) $ X A SCHEDULED AUTOS HIRED AUTOS PROPERTY DAMAGE (Per accident) $ X NON -OWNED AUTOS AP D TO O $ $ UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE JE NWGRATH, i -p y /' EACH OCCURRENCE $ AGGREGATE $ DEDUCTIBLE $ `� $ RETENTION $ WORKERS COMPENSATION ANDEMPLOYERS'LIABILITY YIN ANY PROPRIETOR,IPARTNER/EXECUTIVE D OFFICER/MEMBER EXCLUDED? (Mandatory In NH) NIA WC ST.ATU- OTH- TORYLIAWTS ER E.L.EACH ACCIDENT $ E L DISEASE - EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT $ If yes, describe under DESCRIPTION OF OPERATIONS belovr IRECTOR & OFFICERS PHSD39716 04/04/2010 04/04/2011 $1, 000, 000 D & 0 LIABILITY B $1,000,000 EMPLOYMENT PRACTICE DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101 Additional Remarks Schedule If more space is required HE CITY, ITS OFFICERS, ELECTED OR APPOINTED OFFICIALS, EMPLOYEES, AG NTS AND VOLUNTEERS ARE TO BE OVERED AS ADDITIONAL INSURED BY SEPERATE ATTACHED ENDORSEMENT CG2026(07/04) AS RESPECTS LIABILITY RISING OUT OF ACTION PERFORMED BY OR ON BEHALF OF THE CONTRACTOR. CERTIFICATE HOLDER CANCELLATION THE CITY OF HUNTINGTON BEACH 2000 MAIN STREET WU TINGTON BEAC, CA 92648-2702 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE Richard Eynon, CIC/KRISTY no 1gAR_'?nnq ACORD CORPORATION. All rights reserved ACORD 25 (2009/09) The ACORD name and logo are registered marks of ACORD A CORE M AGENCY CUSTOMER ID: LOC #: ADDITIONAL REMARKS SCHEDULE Page of AGENCY Comprehensive Insurance Services NAMED INSURED 23861 E1 Toro Road Suite 401 Lake Forest, CA 92630 POLICYNUMBER CARRIER NAIC CODE EFFECTIVE DATE: 4DDITIONAL REMARKS THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE:ACORD Certificate of Liability Insurance Garage Liability INSR ADD'L POLICY EFFECTIVE POLICY EXPIRATION LTR INSRD POLICY NUMBER DATE (MMIDDNY) DATE (MMIDDNY) ANY AUTO Automobile Liability INSR ADD'L POLICYEFFECTIVE POLICY EXPIRATION LTR INSRD POLICY NUMBER DATE (MMIDDNY) DATE (MMIDDNY) A Excess/Umbrella Liability INSR AOD'L POLICY EFFECTIVE POLICY EXPIRATION LTR INSRD POLICY NUMBER DATE (MMfDDNY) DATE (MMtDDNY) Other Liability INSR POLICYEFFECTIVE POLICY EXPIRATION LTR POLICY NUMBER DATE (MM(DDNY) DATE (MMfDDNYO B LIMITS AUTO ONLY - EAACCIDENT $ OTHERTI-iAh EAACC $ AUTO ONLY AGG $ LIMITS $ LIMITS $1,000,000 AGGREGATE ACORD 101 (2008101) w zuus AuuKu CUKvL)KA i ium An ngnis reservea. The ACORD name and logo are registered marks of ACORD POLICY NUMBER: 2010-13161-NPO COMMERCIAL GENERAL LIABILITY CG 20260704 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s) Any person or organization that you are required to add as an additional insured on this policy, under a written contract or agreement currently in effect, or becoming effective during the term of this policy, and for which a certificate of insurance naming such person or organization as additional insured has been issued, but only with respect to their liability arising out of their requirements for certain performance placed upon you, as a nonprofit organization, in consideration for funding or financial contributions you receive from them. The additional insured status will not be afforded with respect to liability arising out of or related to your activities as a real estate manager for that person or organization. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. Section II _Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury, "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: A. In the performance of your ongoing operations; or B. In connection with your premises owned by or rented to you. NAMED INSURED: Affordable Housing Clearinghouse EXPIRATION DATE: 05/01/2011 CG 20 26 07 04 © ISO Properties, Inc., 2004 Page 1 of 1 �Yl1SlNU7p8 CITY OF Uh 4 •r ,BEACH Professional oa Approval PAR- - 11 Date: 6/23/2010 Project Manager: Sidney Stone Requested by Name if different from Project Manager: Department: Economic Development PARTS I & II OF THE PROFESSIONAL SERVICES CONTRACTS APPROVAL FORM MUST BE COMPLETED BY THE REQUESTING DEPARTMENT AND SIGNED FOR APPROVAL. PART I & It MUST BE FILED WITH ALL APPROVED CONTRACTS. 1) Name of consultant: Affordable Housing Clearinghouse 2) Contract Number: ECD 010 046_00 - _ _ (Contract numbers are obtained through Finance Administration) 3) Amount of the contract: $ 50000 4) Is this contract less than $50,000? ❑ Yes ® No 5) Does this contract fall within $50,000 and $100,000? ® Yes ❑ No 6) Is this contract over $100,000? ❑ Yes ® No (Note: Contracts requiring City Council Approval need to be signed by the Mayor and City Clerk. Make sure the appropriate signature page is attached to the contract.) 7) Were formal written proposals requested from at least three available qualified consultants? ® Yes ❑ No 8) Attach a list of consultants from whom proposals were requested (including a contact telephone number.) 9). Attach Exhibit A, which describes the proposed scope of work. 10) Attach Exhibit B, which describes the payment terms of the contract. Director of Finance (or designee) Signature Date Affordable Housing Clearinghouse 23861 El Toro Road Suite 401 Lake Forest, CA 92630 (949) 859-9255 brodriguez affordable-housing.org GRC Associates, Inc. 858 S. Oak Park Rd. Covina, CA 714/536-5585 or 626/331-6373 rvasguez _grcassoc.com Neighborhood Housing Service of Orange County 198 West Lincoln Avenue 2nd Floor Anaheim, California 92805 714-490-1250 714-490-1263 Fax Iq ennh a-nhsoc.orq Michelle "Micki" Gylten AmeriNational Community Services Regional Sales Manager Toll Free 866-626-6114 Cell 319-541-3689 Fax 562-745-1276 MGylten amerinational. net MDG Associates, Inc. Rudy E. Munoz, President 10722 Arrow Route, Ste 822 Rancho Cucamonga, CA 91730 909-476-9696 x-103 rmunoz mdg-Idm.com a F� CITY OF HUNTINGTON BEACH U Professional Approval =s iy tCpUNTYbGa'71 P ART I Date: 2/18/2010 Project Manager Name: Sidney Stone Requested by Name if different from Project Manager: Department: Economic Development PARTS I OF THE PROFESSIONAL SERVICES CONTRACTS APPROVAL FORM MUST BE COMPLETED BY THE REQUESTING DEPARTMENT AND SIGNED BY THE CITY ADMINISTRATOR, FOR APPROVAL, BEFORE PROCEEDING WITH THE SOLICITATION OR CONTRACT PROCESS. PART I MUST BE FILED WITH ALL APPROVED CONTRACTS. 1) Briefly provide the purpose for the agreement: To provide loan administration for the 1st Time Homebuyer's Program 2) Estimated cost of the services being sought: $ 50,000� 3j 3) Are sufficient funds available to fund this contract? ® Yes ❑ No 4) Is this contract generally described on the list of professional service contracts approved by the City Council? If the answer to this question is "No," the contract will require approval from the City Council.) ® Yes❑ No 5) Business Unit and Object Code where funds are budgeted: 30680301.69325.Z 6) Check below how the services will be obtained: ® A Bid solicitation process in accordance to the MC 3.03.060 procedures will be conducted. ❑ MC 3.03.08(b) — Other Interagency Agreement procedure will be utilized. ❑ MC 3.03.08 — Contract Limits of $30,000 or less exempt procedure will be utilized. ° Depaafne6i Head Signature APPROVE[, / / [DENIED ❑ City ffir7iiryfstrator's Signature L[/-- Director of Finance's Initials Date Date Date Deputy City Administrator's Initials v Date