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HomeMy WebLinkAboutFair Housing Foundation - 2020-07-01 (3) SUBRECIPIENT AGREEMENT BETWEEN THE CITY OF HUNTINGTON BEACH AND FAIR HOUSING FOUNDATION (Program No. B-20-MC-06-0506) FOR PROGRAM YEAR 2020/2021 COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG)FUNDS THIS AGREEMENT is made and entered into on the I" of July 2020 by and between the CITY OF HUNTINGTON BEACH a municipal corporation, hereinafter referred to as "City," and FAIR HOUSING FOUNDATION,hereinafter referred to as "Subrecipient." RECITALS WHEREAS, the City has applied for and received funds from the United States Government under Title I of the Housing and Community Development Act of 1974, Public Law 93-383; and WHEREAS, the City wishes to engage the Subrecipient to assist the City in utilizing such funds; and WHEREAS, the City has environmental clearance to release the funds for this project; NOW, THEREFORE, in consideration of these recitals, and the mutual covenants contained herein, City and Subrecipient agree as follows: I) National Obi ctive The Subrecipient certifies that the activities carried out with funds provided under this Agreement will meet the CDBG program's National Objective of benefit to low/moderate income persons as defined in 24 CFR Part 570.208. . The Subrecipient shall adhere to the terms of the City's CDBG Application and Subrecipient Agreement and with assurances and agreements made by the City to the United States Department of Housing and Urban Development. 2) Subrecipient Grant Amount and Scope of Work The City has allocated Federal 2020/2021 CDBG funds in the amount of Thirty Thousand Dollars ($30,000) to the Subrecipient to assist with the program costs for activities described in the Scope of Work(Attachment 1). 3) Time of Performance The services described above are generally provided on a weekly basis to eligible persons. Reimbursable activities per this Grant Agreement may begin on July 1, 2020 and shall end on June 30, 2021. 1 4) Personnel Assigned Subrecipient personnel assigned to carry out the Scope of Work shall, if required by the standards of their profession, maintain all licenses and permits necessary to remain in compliance with State and Federal requirements governing the profession. The City shall be notified of all personnel assigned to carry out the Scope of Work and shall be notified if there is a change in personnel. 5) Levels of Performance The Subrecipient agrees to provide the levels of program service as described in the Scope of Work (Attachment 1). 6) Budget The budget as proposed in the Subrecipient Grant application (Attachment 1) shall be the governing budget for this grant agreement and is incorporated herein by reference unless modified and approved in writing by the City prior to this agreement. In addition, the City may request a more detailed budget breakdown than originally proposed and the Subrecipient shall provide such supplementary budget infonnation in a timely fashion in the form and content prescribed by the City. Both the City and Subrecipient must approve any amendments to the budget in writing. 7) Project Schedule/Milestones Services of the Subrecipient shall start no sooner than on the first day of July 2020 and end on the thirtieth day of June 2021. Every effort shall be made by the Subrecipient to expend the allocated funds in their entirety by June 30, 2021. If the Subrecipient does not expend all funds by June 30, 2021, the City may reallocate the funds not yet drawn to another eligible CDBG projects. 8) Compensation and Method of Payment The City shall reimburse the Subrecipient with CDBG funds for program costs related to eligible services to not exceed the grant amount for the period beginning July 1, 2020 and ending June 30, 2021. The City shall not provide any payments/reimbursements in advance of actual expenditures by the Subrecipient. Funding is contingent upon the City receiving Community Development Block Grant funds from HUD. The Subrecipient shall submit to the City a monthly "Payment Request" within fifteen (15) calendar days after the end of the first three quarters with the final report for 2020/2021 fiscal year delivered by July 15, 2021. The reimbursement requests shall include documentation to verify that the expenditure of funds is consistent with the project description/definition as approved. Prior to reimbursing the Subrecipient, the City will verify that the Subrecipient has met all applicable regulations for the project. Payroll records, receipts, paid invoices including an itemized statement of all costs are 2 samples of appropriate methods of reimbursement documentation. A Quarterly Accomplishment Report (Section 11) is due at the same time as the quarterly payment request. A monthly reporting of activities must also be provided with the monthly reimbursement requests. 9) Program Income The Subrecipient shall report to the City any interest or other income earned as a direct result of the use of Federal CDBG funds for the program outlined within this agreement. All reported program income may be retained by the Subrecipient for services in connection with providing housing, utilities, funds for medications, computer training and food to the homeless or those who are at risk of homelessness. All provisions of this Agreement shall apply to these activities. The program income, retained by the Subrecipient, must be expended before additional funds are requested from the City. Any program income on hand when the Agreement expires or received after the Agreement's expiration shall be paid to the City. The requirements are set forth in the Code of Federal Regulations, Title 24, Section 570.504(c). 10) Record Keeping_ Requirements The Subrecipient shall, at minimum, maintain the following records and reports to assist the City in complying with its record keeping requirements. a) Documentation of the income level, ethnicity, age of persons and/or households participating in or benefiting from the Subrecipient's program; b) Documentation of the number of persons and/or households participating in or benefiting from the Subrecipient's program; c) Documentation of all CDBG funds received from the City; d) Documentation of expenses as identified in the quarterly report and reimbursement requests; e) Documentation of how and when a determination was made as to the eligibility status of persons assisted, and f) Any such other related records as the City shall require. The Subrecipient shall maintain separate accounting records for the Federal CDBG funds provided by the City. The City, Federal Grantor Agency, Comptroller General of the United States, or any of their duly authorized representatives shall have access to all books, documents, papers and records maintained by the Subrecipient which directly pertain to the above project for the purpose of audit, examination, excerpts and transcriptions. 11) Reporting Requirements The Subrecipient shall submit "Quarterly Accomplishment Reports" within fifteen (15) calendar days of the end of the first three quarters. The final quarterly report is due no later than July 15, 2021. Quarterly reports shall be provided by the Subrecipient to the City indicating the number of persons assisted, income and ethnicity of persons assisted, 3 how/what assistance was provided, and a description of how and when determination of eligibility status was made for persons assisted. The report must include sufficient information to assist the City in monitoring the Subrecipient's performance. The Subrecipient must demonstrate satisfactory performance prior to reimbursement for expenditures. 12) Public Access to Program Records The Subrecipient shall furnish and cause each of its own subrecipients or subcontractors to furnish all information and reports required hereunder and will permit access to its books, records and accounts by the City, HUD or its agent, or other authorized Federal officials for purposes of investigation to ascertain compliance with the rules, regulations and provisions stated herein. 13) Records Retention Unless otherwise notified by the City, the Subrecipient shall retain all financial records, supporting documents and statistical reports related to the project identified under this Agreement until June 30, 2026. All records subject to an audit finding must be retained for five (5) years from the date the finding is made or until the finding has been cleared by appropriate officials and the Subrecipient has been given official written notice. 14) Grant Closeout Procedures The Subrecipient's obligation to the City shall not end until all close-out requirements are completed. Activities during this close-out period shall include, but are not limited to: making final payments, disposing of program assets (including the return of all unused materials, equipment, unspent cash advances, program income balances, and accounts receivable to the City), and determining the custodianship of records. Notwithstanding the foregoing, the terms of this Agreement shall remain in effect during any period that the Subrecipient has control over CDBG funds, including program income. 15) Uniform Administrative and Program Management Standards The Subrecipient shall comply with applicable Uniform Administrative Requirements as described in Section 570.502 of the federal regulations for the CDBG Program. The Federal requirements are incorporated herein by reference. 16) Use and Reversion of Assets Upon expiration of this Agreement, the Subrecipient shall transfer to the City any CDBG funds on hand at the time of expiration and any accounts receivable attributable to the use of CDBG funds. The Subrecipient shall be required to use any real property under the Subrecipient's control that was acquired or improved in whole or in part with CDBG funds in excess of$25,000 as follows: a) Used to meet one of the National Objectives in 24 CFR, Section 570.208 until five (5)years after expiration of this Agreement; or, b) Disposed of in a manner that results in the City being reimbursed in the amount of the current fair market value of the property less any portion of the value attributable to expenditure of non-CDBG funds for acquisition or improvement to the property, Reimbursement is not required after the period 4 of time specified in paragraph(a) of this section. 17) Real Property The use and disposition of real property and equipment under this Agreement shall be in compliance with the requirements of 24 CFR Part 84 and 24 CFR 570.502, 570.503, and 570.504, as applicable, which include but are not limited to the following: The Subrecipient shall transfer to the City any CDBG funds on hand and any accounts receivable attributable to the use of funds under this Agreement at the time of expiration, cancellation, or termination. Real property under the Subrecipient's control that was acquired or improved, in whole or in part, with funds under this Agreement in excess of $25,000 shall be used to meet one of the CDBG National Objectives pursuant to 24 CFR 580.208 until five (5) years after expiration of this Agreement [or such longer period of time as the City deems appropriate]. If the Subrecipient fails to use CDBG-assisted real property in a manner that meets a CDBG National Objective for the prescribed period of time, the Subrecipient shall pay the City an amount equal to the current fair market value of the property less any portion of the value attributable to expenditures of non-CDBG funds for acquisition of, or improvement to, the property. Such payment shall constitute program income to the City. The Subrecipient may retain real property acquired or improved under this Agreement after the expiration of the five-year period [or such longer period of time as the City deems appropriate]. In all cases in which equipment acquired, in whole or in part, with funds under this Agreement, is sold, the proceeds shall be program income) prorated to reflect the extent to that funds received under this Agreement were used to acquire the equipment). Equipment not needed by the Subrecipient for activities under this Agreement shall be (a) transferred to the City for the CDBG program or (b) retained after compensating the City [an amount equal to the current fair market value of the equipment less the percentage of non-CDBG funds used to acquire the equipment]. 18) Other Program Requirements Reserved. 19) Suspension and Termination In accordance with Title 24, Sections 85.43 and 85.44 of the Code of Federal Regulations, this Agreement may be suspended or terminated if the Subrecipient fails to comply with any term(s) of the award and/or the award is terminated for convenience. Title 24, Sections 85.43 and 85.44 of the Code of Federal Regulations are incorporated herein by reference as provisions of the Agreement. 20) Compliance with Laws and Regulations The Subrecipient agrees to comply with the requirements of Title 24 of the Code of Federal Regulations, Part 570 (the U.S. Housing and Urban Development regulations concerning Community Development Block Grants (CDBG) including subpart K 5 (Attachment 3), except that: a) The Subrecipient will not assume the City's environmental responsibilities as described on Section 570.604; and b) The Subrecipient will not assume the City's responsibility for initiating the review process required under the provisions of 24 CFR Part 52. The Subrecipient also agrees to comply with all other applicable Federal, state and local laws, regulations, and policies governing the funds provided under this contract. The Subrecipient further agrees to utilize funds available under this Agreement to supplement rather than supplant funds otherwise available. 21) Antidiscrimination/Affirmative Action & Equal Employment Opportunity The Subrecipient shall comply with all State and Federal laws regarding nondiscrimination in the provision of services and the equal opportunity employment of personnel. 22) Financial Mana eig Went Accounting Standards. The Subrecipient agrees to comply with 24 CFR 84.21-28 and agrees to adhere to the accounting principles and procedures required therein, utilize adequate internal controls, and maintain necessary source documentation for all costs incurred. Cost Principles. The Subrecipient shall administer its program in conformance with OMB Circulars A-122, "Cost Principles for Non-Profit Organizations," or A-21, "Cost Principles for Educational Institutions," as applicable. These principles shall be applied for all costs incurred whether charged on a direct or indirect basis. 23) Audit Requirement If the Subrecipient shall receive more than $300,000 in total federal funds in one fiscal year from the City of Huntington Beach and/or any other city or agency, the Subrecipient is required to submit a Single Audit Report. As required by the Federal Single Audit Act, the Subrecipient shall be required to submit to the City, a comprehensive financial audit prepared by an independent, neutral third-party auditor. The audit shall cover financial operations of the Subrecipient for the period beginning July 1, 2020 and ending June 30, 2021 and is due not later than one year after expiration of this Agreement. 24) Religious and Lobbying Activities Religious Activities. The Subrecipient agrees that funds provided under this contract will not be utilized for religious activities or to promote religious interests. Religious entities may use CDBG funds for secular activities only in accordance with the Federal regulations specified in 24 CFR 570.2000), such as worship, religious instruction, or proselytization. Lobbying. The Subrecipient hereby certifies that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of 6 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; (2) 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 any 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; and (3) It will require that the language of paragraph (d) of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all Subrecipients shall certify and disclose accordingly: Lobbying Certification. 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.C. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. 25) Budget Modifications If the Subrecipient desires to modify the use of the CDBG funds following approval of this agreement, a written request must be submitted to the City for review. No change in use of the CDBG funds will permitted without prior written approval by the City, subject to the provisions of the City's adopted Citizen Participation Plan. 26) Performance Monitoring The City will monitor the performance of the Subrecipient against goals and performance standards required herein. Substandard performance as determined by the City will constitute non-compliance with this Agreement. If action to correct such substandard perfonnance is not taken by the Subrecipient within a reasonable period of time after being notified by the City, contract suspension or termination procedures will be initiated. 27) Conflict of Interest The Subrecipient agrees to abide by the provisions of 24 CFR 84.42 and 570.611, which include(but are not limited to) the following: 7 1) The Subrecipient shall maintain a written code or standards of conduct that shall govern the performance of its officers, employees or agents engaged in the award and administration of contracts supported by Federal funds. 2) No employee, officer or agent of the Subrecipient shall participate in the selection, or in the award, or administration of, a contract supported by Federal funds if a conflict of interest, real or apparent,would be involved. 3) No covered persons who exercise or have exercised any functions or responsibilities with respect to CDBG-assisted activities, or who are in a position to participate in a decision-making process or gain inside information with regard to such activities, may obtain a financial interest in any contract, or have a financial interest in any contract, subcontract, or agreement with respect to the CDBG-assisted activity, or with respect to the proceeds from the CDBG-assisted activity, either for themselves or those with whom they have business or immediate family ties, during their tenure or for a period of one (1) year thereafter. For purposes of this paragraph, a "covered person" includes any person who is an employee, agent, consultant, officer, or elected or appointed official of the City, the Subrecipient, or any designated public agency. 28) Procurement Standards and Methods 1) Compliance. The Subrecipient shall comply with current City policy concerning the purchase of equipment and shall maintain inventory records of all non-expendable personal property as defined by such policy as may be procured with funds provided herein. All program assets (unexpended program income, property, equipment, etc.), shall revert to the City upon termination of this Agreement. 2) OMB Standards. Unless specified otherwise within this agreement, the Subrecipient shall procure all materials, property, or services in accordance with the requirements of 24 CFR 84.40-48. 3) Travel. The Subrecipient shall obtain written approval from the City for any travel outside the metropolitan area with funds provided under this agreement. 29) Environmental Issues 1) Air and Water. The Subrecipient agrees to comply with the following requirements insofar as they apply to the performance of this Agreement: a) Clean Air Act, 42 U.S.C., 7401, et seq.; b) Federal Water Pollution Control Act, as amended, 33 U.S.C., 1251, et seq., as amended, 1318 relating to inspection, monitoring, entry, reports, and information, as well as other requirements specified in said Section 114 and Section 308, and all regulations and guidelines issued thereunder; c) Environmental Protection Agency (EPA) regulations pursuant to 40 CFR Park 50, as amended. 8 2) Flood Disaster Protection. In accordance with the requirements of the Flood Disaster Protection Act of 1973 (42 U.S.C. 4001), the Subrecipient shall assure that for activities located in an area identified by the Federal Emergency Management Agency (FEMA) as having special flood hazards, flood insurance under the National Flood Insurance Program is obtained and maintained as a condition of financial assistance for acquisition or construction purposes (including rehabilitation). 3) Lead-Based Paint. The Subrecipient agrees that any construction or rehabilitation of residential structures with assistance provided under this Agreement shall be subject to HUD Lead-Base Paint Regulations at 24 CFR 570.608, and 24 CFR Part 35, Subpart B. Such regulations pertain to all CDBG-assisted housing and require that all owners, prospective owners, and tenants of properties constructed prior to 1978 be properly notified that such properties may include lead-based paint. Such notification shall point out the hazards of lead-based paint and explain the symptoms, treatment and precautions that should be taken when dealing with lead-based paint poisoning and the advisability and availability of blood lead level screening for children under seven. The notice should also point out that if lead-based paint is found on the property, abatement measures may be undertaken. The regulations further require that, depending on the amount of Federal funds applied to a property, paint testing, risk assessment, treatment and/or abatement may be conducted. 4) Historic Preservation. The Subrecipient agrees to comply with the Historic Preservation requirements set forth in the National Historic Preservation Act of 1966, as amended (16 U.S.C. 470) and the procedures set forth in 36 CFR Part 800, Advisory Council on Historic Preservation Procedures for Protection of Historic Properties, insofar as they apply to the performance of this agreement. In general, this requires concurrence from the State Historic Preservation Officer for all rehabilitation and demolition of historic properties that are fifty years old or older or that are included on a Federal, state, or local historic property list. 30) Notices Communication and details concerning this contract shall be directed to the following contract representatives: City: Subrecipient: Office of Business Development Fair Housing Foundation Attn: Robert Ramirez, Economic Attn: Stella Verdeja, Executive Director Development Project Manager 3605 Long Beach Boulevard, Suite 302 2000 Main Street Long Beach, CA 90807 Huntington Beach, CA 92648 Phone: (562) 989-1206 Ext. 1100 Phone: (714) 375-5186 31) Independent Contractor Nothing contained in this Agreement is intended to, or shall be construed in any manner, as creating or establishing the relationship of employer/employee between the parties. The Subrecipient shall at all times remain an "independent contractor" with respect to the 9 services to be perfonned under this Agreement. The City shall be exempt from payment of all Unemployment Compensation, FICA, retirement, life and/or medical insurance and Workers' Compensation Insurance, as the Subrecipient is an independent contractor. 32) Insurance General Liability. In addition to the workers' compensation and employer's liability insurance and Subrecipient's covenant to indemnify City, Subrecipient shall obtain and furnish to City, a policy of general public liability insurance, including motor vehicle coverage covering the program / project. This policy shall indemnify Subrecipient, its officers, employees and agents while acting within the scope of their duties, against any and all claims arising out or in connection with the program, and shall provide coverage in not less than the following amount: combined single limit bodily injury and property damage, including products/completed operations liability and blanket contractual liability, of One Million Dollars ($1,000,000) per occurrence. If coverage is provided under a form which includes a designated general aggregate limit, the aggregate limit must be no less than One Million Dollars ($1,000,000) for the program / project. This policy shall name City, its officers, elected or appointed officials, employees, agents, and volunteers as Additional Insureds, and shall specifically provide that any other insurance coverage which may be applicable to the program / project shall be deemed excess coverage and that Subrecipient's insurance shall be primary. Under no circumstances shall said above-mentioned insurance contain a self-insured retention, or a "deductible" or any other similar form of limitation on the required coverage. Workers Compensation and-Employers' Liability. Pursuant to California Labor Code Section 1861, Subrecipient acknowledges awareness of Section 3700 et seq. of this Code, which requires every employer to be insured against liability for workers' compensation; Subrecipient covenants that it will comply with such provisions prior to commencing performance of the work hereunder. Subrecipient shall maintain workers' compensation and employer's liability insurance in an amount of not less than the State statutory limits. Subrecipient shall require all subcontractors to provide such workers' compensation and employer's liability insurance for all of the subcontractors' employees. Subrecipient shall furnish to City a certificate of waiver of subrogation under the terms of the workers' compensation and employer's liability insurance and Subrecipient shall similarly require all subcontractors to waive subrogation. Certificate of Insurance. Prior to commencing performance of the work hereunder, Subrecipient shall furnish to City certificates of insurance subject to approval of the City Attorney evidencing the foregoing insurance coverages as required by this Agreement; the certificates shall: 1. provide the name and policy number of each carrier and policy; 10 2. state that the policy is currently in force; and 3. promise to provide that such policies will not be canceled or modified without thirty (30) days' prior written notice of City. Subrecipient shall maintain the foregoing insurance coverages in force until the work under this Agreement is fully completed and accepted by City. The requirement for carrying the foregoing insurance coverages shall not derogate from the provisions for indemnification of City by Subrecipient under the Agreement. City or its representative shall at all times have the right to demand the original or a copy of all the policies of insurance. Subrecipient shall pay, in a prompt and timely manner, the premiums on all insurance hereinabove required. Subrecipient shall provide a separate copy of the additional insured endorsement to each of Subrecipient's insurance policies, naming City, its officers, elected and appointed officials, employees, agents and volunteers as Additional Insureds, to the City Attorney for approval prior to any payment hereunder. 33) Hold Harmless and Indemnity Agreement Subrecipient hereby agrees to protect, defend, indemnify and hold harmless City, its officers, elected or appointed officials, employees, agents, and volunteers from and against any and all, claims, damages, losses, expenses, judgments, demands defense costs, and consequential damage or liability of any kind or nature, however caused, including those resulting from death or injury to Subrecipient's employees and damage to Subrecipient's property, arising directly or indirectly out of the obligations or operations herein undertaken by Subrecipient, caused in whole or in part by any negligent act or omission of the Subrecipient, any subcontractors, anyone directly or indirectly employed by any of their or anyone for whose acts any of them may be liable, including but not limited to concurrent active or passive negligence, except where caused by the active negligence, sole negligence, or willful misconduct of the City. Subrecipient will conduct all defense at its sole cost and expense and City shall approve selection of Subrecipient's counsel. City shall be reimbursed for all costs and attorney's fees incurred by City in enforcing this obligation. This indemnity shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Subrecipient. 34) Severability If any provision of this Agreement is held invalid, the remainder of the Agreement shall not be affected thereby and all other parts of this Agreement shall nevertheless be in full force and effect. 35) Assignment of Agreement The Subrecipient shall not assign this Agreement or any ironies due thereunder without the prior written consent of the City. 36) Successors and Assigns Subject to the provisions of the Subrecipient Agreement Paragraph 16, "Hold Harmless 11 and Indemnity Agreement," all terms, conditions, and provisions hereof shall inure to and shall bind each of the parties hereto, and each of their respective heirs, executors, administrators, successors, and assigns. 37) Section Headings and Subheadings The section headings and subheadings contained in this Agreement are included for convenience only and shall not limit or otherwise affect the terms of this Agreement. 38) Waiver The City's failure to act with respect to a breach by the Subrecipient does not waive its right to act with respect to subsequent or similar breaches. The failure of the City to exercise or enforce any right or provision shall not constitute a waiver of such right or provision. 39) Authority to Execute this Agreement The person or persons executing this Agreement on behalf of Subrecipient warrants and represents that he/she has the authority to execute this Agreement on behalf of the Subrecipient and has the authority to bind Subrecipient to the performance of its obligations hereunder. 40) Entire Agreement This agreement constitutes the entire agreement between the City and the Subrecipient for the use of funds received under this Agreement and it supersedes all prior or contemporaneous communications and proposals, whether electronic, oral, or written between the City and the Subrecipient with respect to this Agreement. IN WITNESS WHEREOF, the parties hereto have caused this agreement to be executed by and through their authorized officers on July 1 , 2020. 12 FAIR HOUSING FOUNDA ON CITY OF HUNTINGTON BEACH, a Ir municipal corporatiW of the to of California By: r / Community Development Director � V � print name APP OVED AS TO FORM: ITS: (circle one) Chairman/President/Vice ' President AND City Attorney By: Ix//. Receive and File /\tunsl[v 1 A c� print name ITS: (circle one) Secretary/Chief Financial Officer/Asst. Secretary - Treasurer City Cler 13 ATTACHMENT 1 PROJECT DESCRIPTION AND SCOPE OF SERVICES (AS FOUND IN 2020/21 FUNDING APPLICATION) 14 CITY OF HUNTINGTON BEACH COMMUNITY DEVELOPMENT BLOCK GRANT 2020/2021 APPLICATION FOR NON-CONSTRUCTION/PUBLIC SERVICES r ***Applications must be received by Friday,January 10, 2020 at 4:00 PM*** Please submit one original and 14 copies of the application package, including all attachments. Please review 2020/21 Application Handbook for submission instructions. CITY OF HUNTINGTON BEACH QUESTIONS: (714)375-5186 ATTENTION: ROBERT RAMIREZ, E.Q. PROJECT MANAGER ROBERT.RAM I REZ9SU RFCITY-HB.ORG Community Development/Business Development 2000 MAIN STREET HUNTINGTON BEACH,CA 92648 Please be sure to read and answer all questions fully. Keep answers informative, yet concise. Only original,signed applications received by the deadline will be accepted. Postmarks will not be accepted in lieu of timely submittal. The City of Huntington Beach reserves the right to reject any or all proposals. APPLICATION CERTIFICATION--to be signed by a person with the authority to enter into an agreement or MOU; for example,a City Department Head, CEO, or Executive Director of a Non- Profit Agency. Organization: Fair Housing Foundation I certify that the application for Community Development Block Grant funds for 2020-2021 is true and correct. I understand additional documentation will be required if award is granted. If awarded CDBG funding, I understand that my organization will enter into a subgrantee agreement (or MOU if awarded to a City Department) and will be able to comply with HUD regulations and the City's insurance requirements, as shown in the sample subgrantee agreement, by June 1, 2020. Without entering into an agreement and having approved insurance certificates by the City Attorney, my organization will be required to forfeit CDBG funding. Name: Stella Verdeia Title: Executive Director Signature: Date: I V E D JAN 0 7 2020 1 Staff Use Only: CITY OF HUNTINGTON BEACH COMMUNITY DEVELOPMENT BLOCK GRANT 2020/2021 HUD Matrix Code: APPLICATION FOR NON-CONSTRUCTION/PUBLIC SERVICES National Objective: Requested Amount: APPLICANT INFORMATION Organization Name: Fair Housing Foundation Contact:Stella Verdeia Organization Address: 3605 Long Beach Blvd.Ste. 302, Long Beach, CA 90807 (main office) and 2300 E. Katella Ave.Ste.405 Anaheim CA 92806 Federal Tax ID Number: 95-6122678 Contact Phone: 562-989-1206 ext. 1100 Contact Email: sverdeia@fhfca.org Nonprofit applicants must attach a form of confirmation of 501C status. If awarded funds, Articles of Incorporation and listing of Board of Directors will be required. Applicants other than City Departments: Please provide the mission statement and purpose of your organization: The Fair Housing Foundation (FHF) is a non-profit organization dedicated to eliminating discrimination in housing and promoting equal access to housing choices for everyone. i Provides a comprehensive and viable Fair Housing Program that meets the U.S. Department of Housing and Urban Development(HUD) requirement that CDBG recipients must Affirmatively Further Fair Housing and the National Objective to benefit low and very low-income persons. PROPOSAL SUMMARY CDBG Grant Request Amount: $30,000 New Project: Yes X No Project Name: Fair Housing Program Continuation of Existing Project/Program? X Yes No Please describe the project you propose to implement with City of Huntington Beach CDBG funds and how the project will benefit the citizens of Huntington Beach: Fair Housing Program: 1. Fair Housing Discrimination Complaint Intake, Investigations,and Resolution: FHF counsels' allegations of housing discrimination, intakes cases of bonafide allegations, and conducts investigations to uncover whether there is evidence of discrimination. When there is evidence of discrimination that substantiate the allegations,cases are resolved through conciliation, our first choice, an administrative agency referral to the federal Department of 2 Housing and Urban Development (HUD)or the state Department of Fair Employment and Housing (DFEH) or an outside attorney referral. 2. Education and Outreach Activities: FHF educates tenants, landlords, property owners, realtors,and property management companies regarding fair housing laws and rights and responsibilities. FHF conducts all education and outreach activities with the City limits;we bring our services to you.These activities include the staffing of booths,conducting tenant and landlord workshops, providing certificate management trainings, realtor trainings and assisting with City services such as training staff and staffing walk-in clinics. 3. Tenant and Landlord Counseling, Mediations, and Assistance: FHF counsels and provides practical and accurate information and guidance to tenants and housing providers based on their rights and responsibilities. Additionally, FHF provides mediations, assists tenants with answering unlawful detainers,and provides effective referrals for unresolved complaints. 4. Affirmatively Further Fair Housing Activities: FHF collaborates with the City in reporting their efforts to Affirmatively Further Fair Housing(AFFH)through, planning and implementing activities, programs, and conducting audits to address the Analysis of Impediments to Fair Housing Choice. FHF will not limit the number of clients served although the goal is to provide a minimum of 242 unduplicated households with direct services and another 800 individuals assisted through the i outreach activities.Addressing the Consolidated Plan and the National Objective of low and very low-income clients, FHF's data reflects 91%of households provided direct client services thus far for the City of Huntington Beach for 2018-19 are of extremely low,very low and low- income households. FHF's Fair Housing Program meets the U.S. Department of Housing and Urban Development (HUD) requirement that CDBG recipients must Affirmatively Further Fair Housing. The following outlines this requirement: • Title VIII of the Civil Rights Act of 1968 • Section 808(e)(5)of the Fair Housing Act • Section 104(b)(2) of the Housing and Community Development Act of 1974, as amended • Section 105(b)(3) of the National Affordable Housing Action of 1990 As reported in a HUD 2009 monitoring report, FHF is a bonafide Fair Housing Organization qualified to meet the fair housing need to Affirmatively Further Fair Housing. FHF's Fair Housing Program meets the National Objective to benefit low and moderate-income persons, area wide,throughout the entire city limits. The program specifically provides for the provision of public and community services for very low and low-income persons and persons with special needs. Historically, FHF provides direct client services to 83% low and very low- income persons. The program provides services that benefit families and individuals by addressing general housing and fair housing issues in their living environment. Therefore,the Fair Housing Program benefits all those residing, seeking, and providing housing in the City of Huntington Beach. 1 3 From the City's 2015-2019 Consolidated Plan, please specify and explain which priorities and goals are advanced by the program proposed for funding, Please also specify the page number(s) of the Consolidated Plan you reference. You may attach a supplementary page if more space is needed, but please be concise. Priority Needs begin on page 95 of the Plan, in Section SP-25. Goals begin on page 110, in Section SP-45. A link to the plan can be found in the Application Handbook or directly at http://www.huntingtonbeachca.gov/files/users/economic development/HB-2015- 2019Conso lid atedPlanAd min.Amendment1.6.30.16.pdf. PLEASE NOTE: The City is currently updating its 5-year Consolidated Plan, so the City's Priority Needs for 2020-2024 have not been determined and will not be finalized until March 2020. Please review slides 42 —51 for current survey results for 2020-2024 Priority needs at: https://www.huntingtonbeachca.goy/files/users/business/202G-2024- Consolidate-Plan-Community-Meeting.pdf. FHF identified the following in the 2015 - 2019 Consolidated Plan : Priority Needs — # 8 , Other Community Development Needs , page 96 Goals - #9, Planning for Housing and Community Development, page 111 Fair Housing Services are included in CDBG administration. FHF provides programs and services that meet multiple priority needs as well as gaats, as these programs and services are primarily used by extremely low and low-income households,families with children,and well as seniors,the disabled,and veterans. PROPOSAL DESCRIPTION HUD requires that the number of persons in a household, household income, ethnicity, and female head of household information is verified, For some programs age and address is also required. Attach a copy of your client data form. If not applicable,check here: a) Will this activity serve on a City-wide basis? X Yes No If not,then describe the neighborhood and/or service area where your program will be implemented and attach a map where this activity will be conducted. N/A 4 b) If your project will serve persons who are in a "presumed benefit" category(not subjected to income verification),check here Presumed benefit: Activities that exclusively serve a group of persons in any one or a combination of the following HUD-approved categories may be presumed to benefit 51%of the residents who are low to moderate income. Since these groups are presumed to be low and moderate income, individual income verification is not required, although other client statistics will be required. HUD presumed benefit categories include: Elderly persons 62 years and older Battered spouses Homeless persons Abused children Migrant farm workers Severely disabled adults Persons living with HiV/AiDS Illiterate persons(includes non-English speakers) c) For this particular project, complete the following table for the income categories of unduplicated numbers of persons or households for the years indicated: Check One: Persons X Households 2017/18 2018/19 1 2019/20 2020/21 Actual Actual I Estimated Projected Extremely Low Income 30%AMI 75 86 186 90 Very Low 50%AM 1 55 73 75 79 Low 80%AMI 45 52 i54 54 81%and above 18 27 127 27 Total all 193 238 1242 242 Percent Low 92% 87% 88% 92% Percent FIB 100% 100% 1100% 100% d) Describe your organizational capacity to implement the program/project, including financial capability, staff experience,credentials, and facilities. The Fair Housing Foundation (FHF) is a non-profit organization, incorporated in 1964, dedicated to eliminating discrimination in housing and promoting equal access to housing choices for everyone. FHF has the experience and qualifications needed to provide this Fair Housing Program, Currently FHF provides this program to the 25 following cities in Los Angeles and Orange Counties: Aliso Viejo,Anaheim, Bellflower, Buena Park, Compton, Costa Mesa, Downey, Fullerton, Garden Grove, Gardena, Huntington Beach, Huntington Park, Irvine, La Habra, Long Beach, Lynwood, Mission Viejo, Newport Beach, Norwalk, Orange, Paramount, San Clemente, South Gate,Tustin, and Westminster. Since 1964, FHF has received CDBG funds from cities in Los Angeles and Orange Counties for providing our Fair Housing Program. In addition, FHF has been award funding through the Fair Housing Initiates Programs. Since 2011, FHF is a primary grantee for" multiple confidential Marketing Research Grants from the Urban Institute, located in DC. FHF meets or exceeds the obligations set forth in every award. The staff consists of the Executive Director, a Program Manager, a Community Engagement Liaison, an Outreach Coordinator, a Case Analyst, Outreach Assistant, and Housing Counselor. 5 Four(4)staff are bilingual in Spanish and one(1) in Vietnamese,and one(1) in American Sign Language(ASL). A contract with Certified Languages international provides real time interpreting in 230+additional languages. Additionally, we have increased our services for the deaf of hard of hearing and now have a CapTel Telephone and experience in using all other types of telecommunication devises_With the average of 14 years of service with FHF,this provides FHF the stability for continued growth both professionally and programmatically. This is extremely necessary to continue to focus on meeting the ever-changing needs of the community. The distinct departments of Fair Housing, Counseling, Education and outreach, and Administration provides for an environment of building expertise within each department. FHF brings decades of experience to the process of recording and reporting and are committed to providing only high quality, prompt, and courteous service to all. As a contractor with 25 cities, FHF receives multiple annual reviews and monitoring's. For the past 25-years, FHF has not received a finding in any city monitoring. As a 501(c) (3)corporation, FHF accepts, uses, and complies with the accounting practices set forth by federal regulations at 24 CFR part 85 and OMB Circular A-87, A-110,A-122 and A-128. FHF complies with the Single Audit Act and OMB Circular A-133 audit requirements and receives an outside independent financial audit yearly.The 2014/2015 audit report,for the 20th year running, cites no conditions, no findings, and no instances of noncompliance.The auditing firm of Maginis, Knechtel, and McIntyre, LLP uses FHF an example of fiscal compliance in the non-profit atmosphere. As for Fair Housing Program service provider for the City of Huntington Beach, FHF has met, but in most cases exceeded all annual accomplishments. Our ongoing relationship with City staff as well as Community Based Organizations continue to excel. As a HUD approved Housing Counseling Agency, FHF provides Housing Counseling as an Affiliate Organization with the Housing Opportunities Collaborative. In addition to our Fair Housing Program, FHF is one(1)of only four(4) premier organizations that provides in-depth testing for multiple and ongoing national research projects for the Urban Institute in partnership with the U.S. Department of Housing and Urban Development. e) Is this project a collaborative effort? Yes X No If yes, please describe below. N/A 6 f) Please describe in detail how you establish your client's eligibility for service. All services provided within the Fair Housing Program are available to all residents, home-seekers, and housing provides in the City of Huntington Beach. However, FHF does receive and verify income as required. For Landlord/Tenant direct client services,this information is required and maintained in our database, including household size,income amount,and income level. For every bonafide fair housing case opened, a narrative of the income information provided by the client is included in the Complaint Narrative. The Complaint Narrative is a declaration of the alleged discrimination as well as the income information provided. The client is required to review and sign the Complaint Narrative as complete and accurate. If required, FHF will request and provide supporting documents. g) Please identify anticipated qualitative outcomes to be achieved through the program and what methods will be used specifically to measure and evaluate such outcomes. Scope of Work: FHF proposes to meet or exceed the following performance Objectives and Goals. FHF conducts all Education and Outreach activities within the City limits unless otherwise noted. PROGRAM OBJECTIVES GOALS Unduplicated Clients 242 Discrimination Services Fair Housing Inquiries i 15 Bonafide Fair Housing Cases 7 Landlord'and Tenant.Services Landlord and Tenant Counseling 220 Education&Outreach Services'-4n City Limits Persons Directly Assisted at Activities 800 Advertising: PSA's Announcing Activities on City Cable 8 Flyers Announcing Activities(100 each) 8 Booths 2 Community Relations: Community Agency Contacts 10 Community Agency Meetings 8 Literature Distribution 6,000 Presentations 7 Workshops: Fair Housing Workshops 4 City Staff 1 Walk in Clinics 4 Education&Outreach Services:—All City Public Service Announcement 25 Paid Advertisements 6 Newsletter 4 Poster Contest and Reception 1 Tester Training 4 7 Outcomes and Objectives FHF successfully implements multiple components to achieve our goals,objectives,and outcomes. Since all clients receiving our direct client services of Discrimination and Landlord and Tenant Counseling, contact FHF for assistance, it is imperative that we continuously reach out to the community at large. Therefore, FHF's Education and Outreach program must be successful. To ensure the highest level of participating at each activity conducted, FHF has a checklist of marketing strategies and requirements to accomplish for each activity.This includes developing a flyer,marketing the flyer to City staff;community-based organizations, and our ever-growing database of tenants, landlords, and property owners in the City. Additionally, FHF adds this information to our website and provides a public service announcement to the City's public cable channel and local newsprint media for publication. Lastly, FHF provides the City with regularly updated flyers of scheduled activities for distribution. The i outreach staff takes all necessary steps to ensure that all parties involved and/or interested, obtain this information. To achieve this level of participation takes an enormous amount of organization, planning,scheduling,and tracking,all which FHF excels in. i FHF believes that building working relationships and collaborations with individuals and groups throughout our service areas provides untapped avenues to reach the targeted population in the city. FHF's Fair Housing Program continues to evolve. It is our priority to always be proactive and update our services and program delivery to meet the ever-changing community and City needs. To achieve this goal, FHF utilizes four(4)components to ensure outcomes and objectives are specific,measurable,and therefore meet the needs of the City and community at large. The first is an extensive Fair Housing Case Management database developed in 1997. This database captures everything pertaining to a client including dates, addresses,contact information, household size, source of income, amount of income, gender, race, and female head of household. With every client entered and maintained in this database, FHF can generate reports specific to each city enabling accurate and complete reporting to HUD. The reports generated by this application are both in statistical and narrative formats.The database also provides the internal reports used at our monthly achievements and requirements staff meetings to ensure contract compliance and achievement of outcomes.At present,the Executive Director and a co-author are in the testing phase of an even more advanced and capable web- based database application. The second is the Education and Outreach database also developed by the Executive in 1994. It captures the date, time, staff, list of attendees, address, a narrative of every education and outreach activity conducted, the number of persons in attendance, and the pieces of literature distributed. The reports generated are in the narrative format and provided to the City.The database also provides internal reports that are used at our monthly achievements and requirements staff meeting to ensure contract compliance, i achievement of outcomes,as well the as reports on future scheduled activities. The third is our newest endeavor. in 2010, FHF developed a Program Outcome Based Analysis Reporting Tool (POBART). POBART is a tool put into place to assist FHF to track and monitor activities, inputs, and outputs. FHF utilizes the POBART for each department annually to review the effectiveness of each type of education and outreach activity. The result may include revising the activity to increase attendance or effectiveness or even revamping the entire activity to meet a new need currently unmet. The fourth is our relationship and communication with City staff. The open communication between City staff and consultants with FHF staff in general but primarily directly with the Executive Director ensures 8 the success of FHF's Fair Housing Program for the City.It is only with this level of communication that FHF is abreast of the needs and expectations of the City. Because FHF brings our services to the City,we are in the exceptional position of not just working for the City but working with the City. FHF utilizes all four(4)components continuously to adapt, improve,and increase the effectiveness of our entire Fair Housing Program. h) For continuing programs of all kinds (regardless of previous CDBG funding from the City of Huntington Beach), if there is a difference between 2019/2020 estimated service levels and the projected service levels for 2020/2021, briefly explain the reason for the projected difference, and explain the data used to make these projections. The 2018/2019 goals were estimates based on the 2017/2019 actuals and the perception that due to the Walk-in Clinics conducted at Oak View,the number of clients would increase.Currently we are seeing an increase in the clients. Lastly, although the service levels have remained constant for education and outreach activities, FHF's funding from the City has not changed in 5-years. Therefore, with the same funding level,the service level has been adjusted accordingly taking into account the cost of living expenses incurred. 9 BUDGET Enter the amounts for each line item requested to be funded through the grant related to the program for which 2020/2021 CDBG funding is requested. The budget will become an exhibit to the subrecipient agreement or MOU. If the grant award is less than requested, a revised budget will be required. Add additional pages if needed to fully present your budget. Personnel costs include salaries and benefits. Under Operational Costs, identify each line item and the amounts to be funded through the grant and then enter a subtotal for total Operational Costs. Purchasing of equipment and supplies must be related directly to the delivery of services. Indicate the percentage of CDBG funds that are relevant to the total Huntington Beach activity. Specific Project Proposal—Budget Detail 2020/2021 Number of CDBG- CDBG Total Program i funded staff. Personnel 21,275 21,275 7 Executive Director 3,449 3,409 Program Manager 4,070 4,070 Community Engagement Liaison 3,520 3,520 Outreach Coordinator 3,093 3,093 Case Analyst 2,814 2,814 ; Outreach Assistant 12,522 2,522 Housing Counselor 1,559 1,559 ; CDBG Testers �`��---------�--1288 288 Cperating Costs:. - 1.Space 3,395 4,781 Notes. 2. Communications 529 721 3.Travel 449 622 i 4. Consultants 1,497 1,929 I S. Insurance 476 663 6.Supplies 2,379 3,009 Operating Costs Subtotal 8,725 11,725 PROGRAM TOTAL 30,000 33,000 l Percentage of CDBG 100% 90% i 10 Please complete the following to identify your funding resources for the program for which you are requesting 2020/2021 CDBG funding. 2017/2018 2018/2019 2019/2020 2020/2021 Actual Actual Estimated Projected CDBG Huntington Beach 30,000 30,000 30,000 30,000 CDBG —Other Cities 0 0 0 Other Government Grants 3,000 3,000 3,000 3,000 Fund Raising 0 0 0 City 0 0 0 Fees 0 0 0 Private Grants 0 0 0 TOTAL: 33,000 33,000 133,000 33,000 Due to limited funding for public services,grant awards are often for less than the requested amounts. Please describe the specific adjustments that will be made to your program in the event this should occur. Without funding, FHF's Fair Housing Program will not continue for the City of Huntington Beach. Nonprofit/Non-City applicants only: Please provide a link to a location where your organization's most recent IRS Form 990 can be found: https://www.guidestar.or FinDocuments/2017/956/122/2017-956122679-OflOc413-9.pdf Please indicate the total annual organizational budget for your current fiscal year(all programs): $ 614,233 Please provide the total salary of the organization's highest compensated executive: $ 73 S42 11