HomeMy WebLinkAboutR-1997-140 HOME fundsRESOLUTION NO. R-97- 1 4 0
A RESOLUTION authorizing and directing the City Manager and the City Clerk to
execute a loan agreement with Washington Association of Minority
Entrepreneurs for a $7,000 loan from 1997 federal HOME funds.
WHEREAS, the City of Yakima was a recipient of 1997 federal HOME funds which
may be used, among other things, for Community Housing Development Organization
Programs; and
WHEREAS, at the December 17, 1996 meeting, the City Council considered and
approved the One Year Plan and budget including $472,000 of HOME funds; and
WHEREAS, the Washington Association of Minority Entrepreneurs (WAME) is a
state -approved CHDO and is requesting a loan of $7,000 of 1997 federal HOME funds for
costs associated with planning the 55-75 unit low and moderate income elderly
housing component of the Mercado project; and
WHEREAS, pursuant to federal regulations, the $7,000 loan will be converted to
a grant if the elderly housing project is not build, or the elderly housing project's
net cash flow cannot repay the loan within five years from initial occupancy; and
WHEREAS, the City desires that the loan of $7,000 be conditioned upon WAME
raising $40,000 of matching predevelopment funds for the Mercado project and
completing the predevelopment phase of the project by July 31, 1998; and
WHEREAS, the City Council has determined that it is in the best interest of the
City to contract with the Washington Association of Minority Entrepreneurs to
develop this project, now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF YAKIMA:
The City Manager and the City Clerk are hereby authorized and directed to
execute a $7,000 loan agreement between the City of Yakima and WAME for costs
associated with the planning of an elderly housing project from 1997 federal HOME
funds. The final form of the loan agreement shall be reviewed and approved by the
City Attorney. /
ADOPTED BY THE CITY COUNCIL this i day of /Vou`eNw ', , 1997.
Lam_!I'
Air: s�nn Buchanan, Mayor
-irnt.(,..,,
77A C ty Clerk
CITY OF YAKIMA
OFFICE OF NEIGHBORHOOD DEVELOPMENT SERVICES
1. Contracting Organization:Washington Association of Minority
Entreprenuers, Inc.
2. Address: 24 South 3rd Avenue
Yakima, WA 98902
3. Phone: (509) 453-5133
4. Contact Person: Luz Gutierrez
5. Title of Service or Program being Funded: Predevelopment funds
6. Amount of Contract Award:$ 7,000.00 (HOME) �
7. The term of this agreement shall commence on 1�/4�, 4 / ' 7 and
shall terminate at 12:00 p.m.,Julv 31,1998, unless sooner terminated by
either party in accordance with Section XXIII or Section XXV of
incorporated Exhibit "A".
8. This contract award and the rights and obligations of both parties
hereto shall be subject to and governed by the following:
1) "Terms and conditions" attached hereto as Exhibit "A" and
incorporated herein by this reference; and
2) Work plan attached hereto as Exhibit "B" and incorporated herein
by this reference.
9. Final contract payment shall be subject to satisfactory completion of
project described in Exhibit B, and satisfaction of all contract terms
and conditions as stated in Exhibit "A".
This written document and incorporated exhibits constitutes the entire
agreement between the parties.
IN WITNESS TI�F-EREOF the parties
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Title
Resolution No. R-97-140
Contract No. 98-48
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TERMS AND CONDITIONS
DESIGNATION
The City of Yakima, as recipient of a HOME grant from the
U.S. Department of Housing and Urban Development, hereby
designates the Contracting Organization to undertake, and the
Contracting Organization hereby agrees to undertake that
certain community development or housing assistance project
described in Exhibit "B", Scope of Work.
II SUB -GRANT
A. NOTICE TO PROCEED
No work on the project shall occur prior to or without
written approval from the City of Yakima Office of
Neighborhood Development Services (ONDS) shall furnish
the Contracting Organization with written notice to
proceed upon release of funds from HUD related to the
project pursuant to 24 CFR Part 58.
B. AMOUNT OF GRANT
The City hereby sub -grants to the Contracting
Organization $7,000.00 for said project.
III GENERAL BUDGET PROVISIONS
The Contracting Organization agrees to the following
provisions in satisfying the terms and conditions of this
contract:
A. PAYMENT AND DISBURSEMENTS
Disbursements by the City of Yakima from this
contract/grant award shall be on a reimbursement basis
covering actual expenditures by the Contracting
Organization or obligation of the Contracting
Organization currently due and owing, but not paid.
Disbursements shall be limited to allowable costs and so
shall be made upon the occurrence of all the following,
in addition to any other conditions contained herein or
in the special conditions:
1. Receipt by the City of Yakima ONDS of a written
reimbursement request on forms provided by the City
of Yakima ONDS supported by copies of vouchers,
invoices, salary and wage summaries, or other
acceptable documentation; and
2. Determination by the City of Yakima ONDS that the
expenditures or obligations for which reimbursement
is sought constitute allowable costs under the
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principles set forth in Federal Management Circular
74-4 "eligible costs under the HOME Program" and
come within the Project Budget.
B. No payment shall be made for any service rendered by the
Contracting Organization except for services within the
scope of a category set forth in the budget in Exhibit
"B" of this Contract, and all funds received must be
used for service as identified in Exhibit "B" of this
Contract.
C. 1. The Contracting Organization shall submit to the
City of Yakima ONDS a written request for approval
of budget revision when a proposed revision would
result in an increase or decrease of ten percent
(10%) or more in an approved budget subject
category. Written budget revision approval must be
received by the Contracting Organization prior to
the Contracting Organization incurring any
expenditures against the revised budget sub -object
categories.
2. When the revision of the Contracting Organization
budget does not exceed ten percent (10%) of an
approved budget sub -object category, the
Contracting Organization must submit a revised
budget to the City of Yakima OND prior to the
submittal of claims against the budget.
IV COMMENCEMENT OF WORK
The City of Yakima OND shall furnish the Contracting
Organization with written notice to proceed upon release of
funds from HUD related to the project. No work on the
project shall occur prior to the notice to proceed without
written approval from the City of Yakima ONDS.
V BILLING PROCEDURES
A. The Contracting Organization shall submit monthly
written claims for reimbursement of services performed
under this contract in the manner prescribed in
paragraph III above, and as prescribed by the City of
Yakima ONDS.
VI LOCAL FINANCIAL SUPPORT
The sub -grant shall not be utilized to reduce the amount of
local financial support for community development activities
below the level of such support prior to the availability of
such assistance.
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VII BUDGET SURPLUS
The Contracting Organization agrees that funds determined by
the City of Yakima ONDS to be surplus at the end of the
project within the budget of this Contract will be subject to
cancellation by the City of Yakima ONDS.
VIII COMPLIANCE WITH LAWS
A. GENERAL
The Contracting Organization, in performance of this
Contract, agrees to comply with all applicable Federal,
State and Local Laws and ordinances, and the rules and
regulations promulgated by the U.S. Department of
Housing and Urban Development, including, but not
limited to, Federal HOME Regulations and other
policies and guidelines established by the City of
Yakima ONDS.
B. PROCUREMENT AND CONSTRUCTION OR REPAIR PROJECT
REQUIREMENTS
The following federal provisions may apply, among
others, to this contract:
1. Office of Federal Contract Compliance Programs
regulations, 41 CFR Part 60, Executive Order 11246
as amended by Executive Order 12086, and 24 CFR
570.601 (Discrimination prohibited).
2. The Lead Based Paint Poisoning Prevention Act, 42
USC Section 4831 et seq., and HUD regulations
implementing the Act, 24 CFR Part 35, where,
residential structures are involved. The
Contracting Organization shall provide whatever
assistance is necessary to enable the City of
Yakima's Building Official to carry out its
inspection and certification responsibility under
those regulations.
3. Historic and Archaeological Preservation
requirements as set forth in 24 CFR Section
570.604.36 CFR Part 800, RCW 27.44.010 (Native
American Burial Law), RCW 27.53.010-.090
(Protection of Archaeological Resources), and RCW
43.51.750-.820 (Preservation of Historic
Properties).
4. Architectural Barriers Act of 1968 as amended, 42
USC Section 4151 et seq., implementing regulations,
and Chapter 70.92 RCW.
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5. Clean Air Act as amended, 42 USC Section 1857 et
seq; Water Pollution Control Act, as amended, 33
USC Section 1251 et seq.; and Environmental
Protection Agency regulations, 40 CFR Part 15.
6. Section 3 of the Housing and Urban Development Act
of 1968 (12 USC Section 1701u) and 24 CFR Part 135
(Employment opportunities for project area
businesses and low income persons).
7. Contract Work Hours and Safety Standards Act, 40
USC Sections 327-333, (Overtime Compensation).
8. Davis -Bacon Act, as amended, 40 USC Sections 276a -
276a-5, and RCW Chapter 3-12 (Prevailing Wage
Rates).
9. Attachment 0 of the Office of Management and Budget
Circular, A-102 (Procurement Standards) and Federal
Management Circular, FMC 74-4.
10. The Uniform Relocation Assistance and Real Property
Acquisition Policies Act of 1970, as amended, and
regulations contained in 24 CFR Parts 42 and 570.
11. Title VI of the Civil Rights Act of 1964 (P.L. 88-
352) as amended, and HUD regulations with respect
thereto including the regulations under 24 CFR Part
1. In the sale, lease or other transfer of land
acquired, cleared or improved with assistance
provided under this Agreement, the Contracting
Organization shall cause or require a covenant
running with the land to be inserted in the deed or
lease for such transfer, prohibiting discrimination
upon the basis of race, color, religion, sex, or
national origin, in the sale, lease or rental, or
in the use or occupancy of such land or any
improvements erected or to be erected thereon, and
providing that the Contracting Organization, the
County, and the United States are beneficiaries of
and entitled to enforce such covenant. The
Contracting Organization, in undertaking its
obligation in carrying out the program assisted
hereunder, agrees to take such measures as are
necessary to enforce such covenant and will not
itself so discriminate.
12. Age Discrimination Act of 1975 (24 CFR 146).
13. Fair Housing Act (24 CFR 100, CFR 107 and 24 CFR 1)
14. Housing Quality Standards (24 CFR 882.109).
15. WBE/MBE (24 CFR 85.36(e)).
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16. ENVIRONMENTAL REVIEW
A. NEPA
The City of Yakima ONDS retains environmental
review responsibility for purposes of
fulfilling requirements of the National
Environmental Policy Act, under which the City
of Yakima ONDS may require the Contracting
Organization to furnish data, information and
assistance for the City's review and
assessment in determining whether the City
must prepare an Environmental Impact
Statement.
B. SEPA
The Contract Organization retains
responsibility for fulfilling the requirements
of the State Environmental Policy Act and
regulations and ordinance adopted thereunder.
C. COMPLIANCE AS PRE -CONDITION
Performance by either the City of Yakima ONDS
or the Contracting Organization under this
Agreement shall be contingent upon
satisfaction of all applicable requirements of
the National and State Environmental Policy
Acts.
IX NON-DISCRIMINATION IN EMPLOYMENT
A. The City of Yakima is an Equal Opportunity Employer.
B. The Contracting Organization agrees that it shall not
discriminate against any employee or applicant on the
grounds of race, creed, color, religion, national
origin, sex, marital status, age, or the presence of any
sensory, mental or -physical handicap. Such action
shall include, but not be limited to: employment,
upgrading, demotion or transfer;recruitment or
recruitment advertising, layoff or termination; rates of
pay or other forms of compensation; and programs for
training including apprenticeships.
The Contracting Organization specifically agrees to
abide by the Office of Federal Contract Compliance
Programs regulations, 41 CFR Part 60, Executive Order
11246 as amended by Executive Order 12086, and HUD Anti
Discrimination Requirements, 24 CFR 570.601.
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X NON-DISCRIMINATION IN CLIENT SERVICES
A. The Contracting Organization agrees to affirmatively
market services made available through this contract (24
CFR 92.352), and shall not, on the grounds of race,
color, sex, religion, national origin, creed, marital
status, or age:
1. Deny a qualified individual any facilities,
financial aid, services or other benefits provided
under this Contract;
2. Provide any service(s) or other benefits to a
qualified individual which are different, or are
provided in a different manner, from those provided
to others under this Contract; separate treatment
in any manner related to his receipt of any
service(s) or other benefits provided under this
Contract;
3. Deny any qualified individual an opportunity to
participate in any program provided by this
Contract through the provision of service(s) or
otherwise, or will afford him an opportunity to do
so which is different from that afforded others
under this Contract.
B. The Contracting Organization shall abide by all
provisions of Section 504 of the HEW Rehabilitation Act
of 1973 prohibiting discrimination against handicapped
individuals either through purpose or intent.
C. If assignment and/or subcontracting has been authorized,
said assignment or subcontract shall include appropriate
safeguards against discrimination in client services
binding upon each contractor or subcontractor. The
Contracting Organization shall take such action as may
be required to ensure full compliance with the
provisions of this clause, including sanctions for
noncompliance.
XI LICENSING AND PROGRAM STANDARDS
The Contracting Organization agrees to comply with all
applicable Federal, State, County and Municipal standards for
licensing, certification and operation of facilities and
programs, and accreditation and licensing of individuals, and
any other standards or criteria as described in the Contract
to assure quality of services.
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XII MONITORING AND ACCESS TO RECORDS
A. Contracting Organization agrees that City may carry out
monitoring and evaluation activities so as to ensure
compliance by Contracting Organization with this
Contracting Organization agreement, with the HOME
Compliance Documents, and with all other laws,
regulations, and ordinances related to the performance
hereof.
Contracting Organization agrees to provide City with any
data determined by City to be necessary for its
effective fulfillment of its monitoring and evaluation
responsibilities.
B. At any reasonable time and as often as City may deem
necessary, Contracting Orgainization shall make all of
its records available to City, HUD, the Comptroller
General of the United States, or any of their authorized
representatives, and shall permit City, HUD, the
Comptroller General of the United States, or any of
their authorized representatives to audit, examine, and
make excerpts and/or copies of same. Contracting
Organization records shall include, but shall not be
limited to, the following: payroll, personnel and
employment records; procurement bidding documents;
contracts; sales closing statements; and invoices.
C. The Contract Organization shall be required to make
reasonable changes in the services as completed or to be
completed if said services fall below the standards and
specifications set forth in the Special Terms and
Conditions, Project Description, or Statement of Work.
XIII SAFEGUARDING OF CLIENT INFORMATION
The use or disclosure by any party of any confidential
information concerning a recipient or client for any purpose
not directly connected with the City's or the Contractor's
responsibilities with respect to services provided under this
Contract is prohibited except on written consent of the
recipient or client, his/her attorney or his/her responsible
parent or guardian or as otherwise provided by law.
XIV ASSIGNMENT AND/OR SUBCONTRACTING
The Contracting Organization shall not assign or subcontract
any portion of the services provided within the terms of this
Contract without obtaining prior written approval from the
City. All terms and conditions of this Contract shall apply
to any approved subcontract or assignment related to the
Contract.
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XV STANDARDS FOR FISCAL ACCOUNTABILITY
A. The Contracting Organization agrees to provide project
line item draw requests, annual audited financial
statements, records, documents and accounting procedures
which accurately reflect all direct and indirect costs
related to the performance of this Contract. Such
fiscal books, records, documents, reports and other data
shall be retained in a manner consistent with the
"Budgeting, Accounting, Reporting System for Counties
and Cities, and Other Local Governments", hereinafter
referred to as "BARS", as issued by the Office of State
Auditor, State of Washington. The Contracting
Organization further agrees that the City of Yakima ONDS
shall have the right to monitor and audit the fiscal
components of the organization to insure that actual
expenditures remain consistent with the terms of this
Contract. The Contracting Organization shall retain all
books,records, documents and other material relevant to
the Contract for seven (7) years after settlement of
this Contract. The Contracting Organization agrees that
the City of Yakima, the U.S.Department of Housing and
Urban Development, the Washington State Auditor, or
their designees, shall have full access to and a right
to examine any of said materials at all reasonable times
during said period.
B. The Contracting Organization agrees that any
contributions or payments made for services furnished
under this agreement shall be used for the sole benefit
of this program.
XVI PROGRAM PROPERTY
Any personal property having a useful life of more than one
year and purchased wholly or in part with sub -grant funds at
a cost of three hundred dollars ($300) or more per item,
shall upon its purchase or receipt become the property of the
City of Yakima and/or federal government. Final ownership
and disposition of such property shall be determined under
the provisions of Attachment N of OMB, A-102. The Contracting
Organization shall be responsible for all such property,
including its care and maintenance, and shall comply with
the following procedural requirements:
1. Property records shall be maintained accurately and
provide for: A description of the property;
manufacturer's serial number or other identification
number; acquisition date and cost; source of the
property; percentage of HOME funds used in the
purchase of property; location, use, and condition of
the property.
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2. A physical inventory of property shall be taken and the
results reconciled with the property records at least
once every two years to verify the existence, current
utilization, and continued need for the property.
3. A control system shall be in effect to insure adequate
safeguards to prevent lose, damage, or theft to the
property. Any loss, damage, or theft of the property
shall be investigated and fully documented.
4. Adequate maintenance procedures shall be implemented to
keep the property in good condition.
5. If the Contracting Organization elects to capitalize and
depreciate such nonexpendable personal property in lieu
of claiming the acquisition cost as a direct item of
cost, title to such property shall remain with the
Contracting Organization. An election to capitalize and
depreciate or claim acquisition cost as a direct item of
cost shall be irrevocable.
6. Nonexpendable personal property purchased by the
Contracting Organization under the terms of this
Contract, in which title is vested in the City of Yakima
or Federal Government shall not be rented, loaned, or
otherwise passed to any person,partnership, corporation,
association or organization without the prior express
written approval of the City of Yakima ONDS.
7. Any nonexpendable personal property furnished to, or
purchased by, the Contracting Organization, title to
which is vested in the City of Yakima ONDS or federal
government shall, unless otherwise provided herein or
approved by the Contracting Officer, be used only for
the performance of activities defined in this Contract.
8. As a condition prerequisite to reimbursement for the
purchase of nonexpendable personal property, title to
which shall vest in the City of Yakima ONDS or federal
government, the Contracting Organization agrees to
execute such security agreements and other documents as
shall be necessary for the City of Yakima ONDS or
federal government to perfect its interest in such
property in accordance with the "Uniform Commercial Code -
Secured Transactions" as codified in Article 9 of RCW
Chapter 62A.
9. The Contracting Organization shall be responsible for
any loss or damage to the property of the City of Yakima
ONDS or federal government (including expenses entered
thereunto) which results from negligence, willful
misconduct, or lack of good faith on the part of the
Contracting Organization to maintain and administer in
accordance with sound management practices that
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property, to ensure that the property will be returned
to the City of Yakima ONDS or federal government in like
condition to that in which condition the property was
acquired by purchase, fair wear and tear accepted.
XVII RELATIONSHIP OF THE PARTIES
The parties intend that an independent contractor/city
relationship will be created by this Contract. The City
of Yakima ONDS is interested only in the results to be
achieved, the implementation of services will lie solely
with the Contracting Organization. No agent, employee,
or representatives of the Contracting Organization shall
be deemed to be an employee, agent, servant or
representative of the City of Yakima for any purpose,
and the employees of the Contracting Organization are
not entitled to any of the benefits the City of Yakima
provides for City Employees. The Contracting •
Organization will be solely and entirely responsible for
its acts and for the acts of its agents, employees,
servants, subcontractors, or otherwise during the
performance of this Contract.
XVIII TAXES AND ASSESSMENTS
Contractor shall be solely responsible for and shall pay all
taxes, deductions, and assessments, including but not limited
to, sales tax, federal income tax, FICA, social security tax,
assessments for unemployment and industrial injury insurance,
and other deductions from income which may be required by law
or assessed against either party as a result of this
Agreement. In the event the City is assessed a tax or
assesssment as a result of this Agreement, Contractor shall
pay the same before it becomes due.
XIX QUARTERLY REPORT
The Contracting Organization agrees to submit a written
quarterly report outlining the progress towards completion of
activities included in Exhibit B, to the City of Yakima.
XX INSURANCE
All insurance checked below shall be required with an
effective date preceeding the effective date of this
contract.
0 A. COMMERCIAL LIABILITY INSURANCE
On or before the effective date of this Agreement, the
Contractor shall provide the City with a certificate of
insurance as proof of liability insurance in the amount
of One Million Dollars ($1,000,000.00) that clearly
states who the provider is, the amount of coverage, the
policy number, and when the policy and provisions
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❑ B.
provided are in effect (any statement in the certificate
to the effect of "this certificate is issued as a matter
of information only and confers no right upon the
certificate holder" shall be deleted). Said policy
shall be in effect for the duration of this Agreement.
The policy shall name the City, its elected officials,
officers, agents and employees as additional insureds,
and shall contain a clause that the insurer will not
cancel or change the insurance without first giving the
City thirty (30) calendar days prior written notice (any
language in the clause to the effect of "but failure to
mail such notice shall impose no obligation or liability
of any kind upon the company" shall be crossed out and
initiated by the insurance agent). The insurance shall
be with an insurance company or companies rated A -VII or
higher in Best's Guide and admitted in the State of
Washington. The Contractor shall also provide the City
with a true and correct copy of the said insurance
policy on or before the effective date of this
Agreement.
AUTOMOBILE LIABILITY
Contractor agrees to carry auto insurance for injuries
and damages caused by contractor owned vehicle on the
job site. Automobile liability: $1,000,000 combined
single limit bodily injury and property damage.
❑ C. DIRECTORS AND OFFICERS LIABILITY INSURANCE
The Contractor shall obtain Directors and Officers
Liability insurance policy with a minimum limit of One
Million Dollars ($1,000,000.00) and a maximum retention
of Five Thousand Dollars ($5,000.00). On or before the
effective date of this Agreement, the Contractor shall
provide the City with a true and correct copy of said
insurance policy. The definition of insured under said
policy shall include the Contractor, its individual
directors, officers, trustees, employees, and
volunteers. Said policy shall have a retroactive date
on or before the effective date of this Agreement.
Coverage under said policy shall remain in full force
and effect for a three (3) year period after the -
expiration/termination date of this Agreement with the
same retroactive date either through renewal policies or
"tail" coverage on the current policy.
❑ D. PERFORMANCE AND PAYMENT BOND
A Performance Bond for 100% of the contract price to
secure fulfillment of all of the contractor's
obligations under this contract.
❑ E. FIDELITY BOND
Employee Dishonesty coverage or a fidelity bond will be
obtained in the amount of $ . The policy will
cover claims resulting from employee theft of money
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associated with the performance of this contract. The
policy will be written on a blanket basis covering all
employees, or upon prior approval by the City, on those
employees having access to funds. A copy of the policy
will be furnished to the City.
❑ F. WORKERS' COMPENSATION
The Contractor agrees to pay all premiums provided for
by the Workman's Compensation Act of the State of
Washington. Evidence of the contractors workers'
compensation coverage will be furnished to the City.
The contractor holds the City harmless for any injury or
death to the contractor's employees while performing
this contract.
XXI INDEMNIFICATION
All services to be rendered or performed under this Contract
will be performed or rendered entirely at the Contracting
Organization's own risk and the Contracting Organization
expressly agrees to indemnify the City of Yakima and all of
its officers, agents, employees, or otherwise, from any and
all liability, loss or damage they may suffer as a result of
claims, demands, actions, or damages to any and all persons
or property, costs, or judgements against which result from,
arise out of, or are in any way connected with the services
to be performed by the Contracting Organization under this
Contract.
XXII HOLD HARMLESS
All services to be rendered or performed under this Contract
will be performed or rendered entirely at the Contracting
Organization's own risk and the Contracting Organization
expressly agrees to indemnify and hold harmless the City of
Yakima and all of its officers, agents, employees, or
otherwise, from any and all liability, loss or damage,
inducing reasonable cost of defense they may suffer as a
result of claims, demands, actions, or damages to any and all -
persons or property, costs or judgements against the City of
Yakima which result from, arise out of, or are in any way
connected with the services to be performed by the
Contracting Organization under this Contract.
XXIII CONTRACT, TERMINATION AND CLOSE OUT
If the Contracting Organization fails to comply with the
terms and conditions of this Contract, the City of Yakima
ONDS may pursue such remedies as are legally available
including but not limited to, the termination of this
Contract in the manner specified herein.
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A. TERMINATION FOR CAUSE
If the Contracting Organization fails to comply with the
terms and conditions of this Contract and any of the
following conditions exist:
1. The lack of compliance with the provisions of this
Contract are of such scope and nature that the City
of Yakima ONDS deems continuation of this Contract
to be substantially non -beneficial to the public
interest;
2. The Contracting Organization has failed to take
satisfactory corrective action as directed by the
City of Yakima ONDS or its authorized
representative within the time specified by same;
3. The Contracting Organization has failed within the
time specified by the City of Yakima ONDS or its
authorized representative to satisfactorily
substantiate its compliance with the terms and
conditions of this Contract, then:
The City of Yakima ONDS may terminate this contract
in whole or in part, and thereupon shall notify the
Contracting Organization of the termination, the
reasons therefore and the effective date provided
such effective date shall not be prior to notification
to the Contracting Organization. After this effective
date, no charges incurred under any terminated portions
are allowable.
B. TERMINATIONS ON OTHER GROUNDS
This Contract may also be terminated in whole or in part
by mutual agreement of the parties.
C. TERMINATION FOR WITHDRAWAL, REDUCTION OR LIMITATION OF
FUNDING
In the event that funding from the Federal government is
withdrawn, reduced or limited in any way after the
effective date of this contract, and prior to its normal
completion, the City of Yakima ONDS may summarily
terminate this Contract as to the funds reduced or
limited, nonwithstanding any other termination provision
of this contract. If the level of funding so reduced or
limited is so great that the City of Yakima OND deems
that the continuation of the program covered by this
contract is no longer in the best interest of the
public, the City of Yakima ONDS may summarily terminate
this contract in whole nonwithstanding any other
termination provisions of this contract. Termination
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under this Section shall be effective upon receipt of
written notice by the Contracting Organization or its
representative.
The City of Yakima ONDS agrees to promptly notify the
Contracting Organization of any proposed reduction in
funding by Federal or other officials. The Contracting
Organization agrees that upon receipt of such notice it
shall take appropriate and reasonable action to reduce
its spending in the affected funding area so that
expenditures do not exceed the funding level which would
result if said proposed reduction became effective.
This agreement may further be terminated by the City of
Yakima upon written demand by the City of Yakima ONDS
for assurances that the terms of the Project Description
are being timely complied with, if such assurances are
not made to the City's satisfaction within thirty (30)
days of the date of such written demand.
D. CLOSE-OUT
In the event that this Contract is terminated in whole
or in part for any reason, the following provisions
shall apply:
1. Upon written request by the Contracting
Organization, the City of Yakima shall make or
arrange for payment to the Contracting Organization
of allowable reimbursable costs not covered by
previous payments;
,.2. The Contracting Organization shall submit within
thirty (30) days after the date of expiration of
this Contract, all financial, performance and other
reports required by this Contract, and in addition,
will cooperate in a program audit by the City of
Yakima or its designee.
3. In the event a financial audit has not been
performed prior to close-out of this Contract, the
City of Yakima ONDS retains the right to withhold a
just and reasonable sum from the final payment to
the Contracting Organization after fully
considering the recommendation on disallowed costs
resulting from the final audit.
XXIV COVENANT AGAINST CONTINGENT FEES
The Contractor warrants that no person or selling agency has
been employed or retained to solicit or secure this contract
upon an agreement or understanding for a commission,
percentage, brokerage or contingent fee, excepting bona fide
employees or bona fide established commercial or selling
agency maintained by the Contractor for the purpose of
15
Li+Jrf.•. f. Td�• y:.s
securing business. The City of Yakima ONDS shall have the
right, in the event of breach of this clause by the
Contractor, to annul this Contract without liability or, in
its discretion, to deduct from the Contract price or
consideration or otherwise recover the full amount of such
commission, percentage, brokerage or contingent fee.
XXV CONFLICT OF INTEREST
The City may, by written notice to the Contractor:
A. Terminate the right of the Contractor to proceed under
this Contract if it is found, after due notice and
hearing, by the City that gratuities in the form of
entertainment, gifts, or otherwise offered or given by
the Contractor, or agent or representative of the
Contractor, to any officer or employee of the City of
Yakima, with a view towards securing this Contract or
securing favorable treatment with respect to the
awarding or amending or the making of any determinations
with respect to this contract.
B. In the event this Contract is terminated as provided in
(A) above, the City of Yakima shall be entitled to
pursue the same remedies against the Contractor as it
could pursue in the event of a breach of the Contract by
the Contractor. The rights and remedies of the City of
Yakima provided for in this clause shall not be
exclusive and are in addition to any other rights and
remedies provided by law. The existence of facts upon
which the City of Yakima makes any determination under
this clause shall be an issue and may be reviewed as
provided in the "Disputes" clause of this Agreement.
XXVI RIGHTS IN DATA
The City of Yakima ONDS may duplicate, use and disclose in
any manner and for any purposes whatsoever, and have others
so do, all data delivered under this agreement. The
contractor hereby grants to the City of Yakima, a royalty -
free, non-exclusive, and irrevocable license to publish,
translate, reproduce, deliver, perform, dispose of, and to
authorize others to do so, all data now or hereinafter
covered by copyright: Provided, that with respect to data not
originated in the performance of this contract such license
shall be only to the extent that the Contractor has the right
to grant such license without becoming liable to pay
compensation to others because of such grant. The Contractor
shall exert all reasonable effort to advise the City of
Yakima ONDS, at the time of delivery of data furnished under
this agreement, of all invasions of the right of privacy
contained therein and of all portions of such data copied
from work not composed or produced in the performance of this
16
agreement and not licensed under this clause. The Contractor
shall report to the City of Yakima ONDS, promptly and in
written detail,each notice or claim of copyright infringement
received by the Contractor with respect to all data delivered
under this agreement. The Contractor shall not affix any
restrictive markings upon any data, and if such markings are
affixed, the City of Yakima ONDS shall have the right at any
time to modify, remove, obliterate, or ignore such markings.
XXVII RULE OF CONSTRUCTION
In the event of an inconsistency in this contract/grant award
unless otherwise provided herein, the inconsistency shall be
resolved by giving precedence in the following order:
1. Appropriate provisions of state and federal statutes and
regulations including HUD Home Regulations.
2. General Terms and Conditions (Exhibit A).
3. Those attachments incorporated by reference herein,
including the statement of work/project description,
approved HUD grant budget, in the order in which
attached, and
4. Any other provisions whether incorporated by reference
herein or otherwise provided that nothing herein shall
be construed as giving preference to provisions of this
contract/grant award over any provisions of law.
XXVIII VENUE STIPULATION
This Contract has been and shall be construed as having been
entered into and delivered within the State of Washington,
and it is mutually understood and greed by each party hereto
that this Contract shall be governed by laws of the State of
Washington, both as to interpertation and performance.
Any action at law, suite in equity, or judicial proceeding
for the enforcement of this Contract or any provisions
thereof, shall be instituted and maintained only in any of
the courts of competent jurisdiction at Yakima in Yakima
County, Washington.
XXIX MODIFICATION
Either party may request changes in this Contract, however,
no change or addition to this Contract shall be valid or
binding upon either party unless such change or addition be
in writing, and executed by both parties, except budget
adjustments as specified in Section IV of this Contract.
17
XXX SEVERABILITY
It is understood and agreed by the parties hereto that if any
part, term, or provision of this Contract is held by the
courts to be illegal, the validity of the remaining
provisions shall not be affected; and the rights and
obligations of the parties shall be construed and enforced as
if the Contract did not contain the particular provision held
to be invalid. If it should appear that any provision hereof
is in conflict with any statutory provision of the United
States or the State of Washington, said provision which may
conflict, therewith, and shall be deemed modified to conform
to such statutory provision.
XXXI PROGRAM INCOME
Any program income shall be accounted for by the Contractor,
over the contract time period, and shall be reported to the
City. Program income is to be used to continue or benefit the
program, as approved in writing by the City of Yakima ONDS.
XXXII CONFLICT OF INTEREST
No member, officer, or employee of the City of Yakima, or the
Contracting Organization, or assignees or agents, no member
of the governing body of the City of Yakima, and no other
public official of the City of Yakima or such other
localities who exercises any functions or responsibilities
with respect to the program during his tenure or for one year
thereafter, shall have any interest, direct or indirect, in
any contract or subcontract, or the proceeds thereof, for
work to be performed in connection with a City of Yakima
Home funded program.
XXXIII RETURN OF HOME FUNDS
The Contracting Organization shall return to the City all
monies provided hereunder by the City to the Contracting
Organization if the Contracting Organization materially
changes the primary purpose and scope of the CHDO Project as
described on Exhibit "B" to the contract without written
approval from the City of Yakima ONDS or fails to raise
$40,000 of non -city funds and complete the predevelopment
phase of the project by the stated date on page 1 of this
Contract.
This loan will be converted to a grant if 1) the project is
not built, or 2) the project's net cash flow cannot repay the
loan within 5 years from initial occupancy.
18
October 23, 1997
TO: CITY OF YAKIMA
From: Washington Association of Minority Entrepreneurs (WAME)
a Certified State of Washington & City Community Housing
Development Organization (CHDO)
RE: WORK PLAN the proposed MERCADO & Senior Housing
Development Project, Pre -Development Phase
*********k***************k:Fac*****************;k*cede*fie***fir*k********
Project Pre -Development Team: A Representative of:
► Washington Association of Minority Entrepreneurs, Inc.,a
non-profit community development corporation and certified
CHDO
• Community Development Resources (CDR),(A for profit minority
owned business)
► California Lutheran Homes, a non profit senior housing
operator
► City of Yakima, Community & Economic Development Department,
Office of Housing & Community Development
► Yakima City Council
• Project Architect
• Sisters of Providence
Pre -Development Phase:
The Pre -Development Phase of the Mercado & Senior Housing Project
will involve the collaborative efforts of city officials, non-
profit organizations and private business. Their task will be to
gather and evaluate data to properly assess the feasibility of
developing a culturally enhancing Community Retail Center together
with a Senior Housing complex that will expand the supply of
affordable housing for low and moderate income Senior Americans
within the City of Yakima.
The proposed project is the first of its kind in the entire
Northwest. The project is based on two very successful models in
San Diego and San Jose, California.
The vision is threefold: (1) Provide decent, safe, sanitary and
affordable housing for seniors;"(2)Provide a showcase retail center
facility for established businesses as well as new and emerging _
businesses; and (3) Provide a magnet for tourism, i.e EI Ranchito.
1
THE PROPOSED MERCADO
SENIOR HOUSING PROJECT
Phase 1I, Pre -Development
During 1995, the Mercado Project's momentum signii.cantly slowed.
This was due to several factors. First, WAME was not in a financial
position to support any additional consulting services, nor could
it afford to continue to mount its own campaign to sustain the
project's momentum. Secondly, although the City of Yakima's
Community & Economic Development Office continued to express
interest in the project, staffing constraints limited office's
ability to provide the necessary personnel commitment to take it to
the next phase.
Since August of 1995, the project has gone through several "on
again", "off again�r scenarios. On May, 1997, during a meeting with
City officials about Eastside issues, the Mercado project once
again surfaced. Mayor Buchanan convened the meeting and Council
members Pucinelli and Klingele were invited to participate. The
outcome of that meeting was a general consensus by those present to
support the project and attempt to move it to the next phase. More
importantly, the meeting produced a project mentor, Councilman
Pucinelli, who has sees this as a valuable project and has made
the commitment to see it through its completion.
Another important aspect of the meeting, was the introduction of
the availability of development funds through a HUD program called
HOME. Upon certification as a Community Housing Development
Organization (CHDO), WAME could access capital needed to develop
the Pre Development phase of the senior housing component through
HOME funds. Concurrently, a source of pre -development monies from
the Washington State Development Loan Fund for the commercial phase
were identified. A work and budget was developed for both the
commercial retail and senior housing component.
In July, 1997, WAME applied to the State for CHDO Certification and
was approved. Once approved by the State, WAME requested
Certification by the City of Yakima. On September 16, 1997 WAME was
certified as a CHDO and therefore became eligible for HOME monies
for the senior housing component.
The following tasks will need to be accomplished to complete the
Senior Housing Pre -Development Phase:
WASHINGTON ASSOCIATION OF MINORITY ENTREPRENUERS, INC.
EXHIBIT "B"
Following is a list of accomplishments that will be completed during the
Pre -Development Phase of the Senior Housing Project.
ACCOMPLISHMENT
START/COMPLETION
DATE
ESTIMATED COST
TO COMPLETE
Senior Housing
Needs Assessment
January 15, 1998
February 15. 1998
$1.000
_
Site Identification
December 1, 1997
January 15. 1998
$2.000
Land Evaluation
December 15, 1997
February 5. 1998
$ 500
Arch Site Plan
Development
February 2, 1998
February 28. 1998
$3.500
Total Estimated
Pre -Development
Budget
1
$7,000
BUSINESS OF THE CITY COUNCIL
YAKIMA, WASHINGTON
AGENDA STATEMENT
Item No: /
For meeting of: Nov. 4, 1997
ITEM TITLE: 1997 Community Housing Development Organization Contract
SUBMITTED BY: Glenn Valenzuela, Dir. of Community and Economic Developrne
CONTRACT PERSON / TELEPHONE: William Cook, Neighborhood Development
Services Manager (575-6101)
SUMMARY EXPLANATION: Community Housing Development Organizations (CHDO's) are
entitled to 15% of the jurisdictions allocated federal IIOME monies. HOME Program Funds
may be used for housing development, sponsored and/or owned by CHDO's. Eligible activities
include predevelopment costs and the acquisition, rehabilitation and new construction of rental
housing, homeownership and renter assistance.
The Washington Association of Minority Entrepreneurs (WAME), a state certified CHDO is
requesting a loan of $7,000 of 1997 CHDO funds to assist in the design and site selection for a
55-75 unit low and moderate income elderly housing component of a mixed use housing and
commercial project. As authorized by federal regulations, this loan will be converted to a grant if
1) the project is not built, or 2) the project's net cash flow cannot repay the loan within 5 years
from initial occupancy. Total predevelopment cost for the mixed use project is $54,000 with
WAME raising $40,000 from other sources and applying for an additional $7,000 loan for
predevelopment funds from the City of Yakima in 1998 if needed. Approval of this resolution
will authorize and direct the City Manager to execute a contract with the Washington Association
of Minority Entrepreneurs which will include a project description, work plan with identification
of funding sources, a requirement that WAME raise $40,000 of non -city funds, and complete the
predevelopment phase of the project by July 31, 1998.
Resolution Ordinance Contract Other Specify
Funding Source: HOME FUNDS
APPROVAL FOR SUBMITTAL: -
City Manager
STAFF RECOMMENDATION: Approve resolution
BOARD/COMMISSION RECOMMENDATION:
COUNCIL ACTION: Resolution adopted. RESOLUTION NO. R-97-140
October 23, 1997
TO: CITY OF YAKIMA
From: Washington Association of Minority Entrepreneurs (WAME)
a Certified State of Washington & City Community Housing
Development Organization (CHDO)
RE: WORK PLAN the proposed MERCADO & Senior Hot'sing
Development Project, Pre -Development Phase
*****************************************************************
Project Pre -Development Team: A Representative of:
► Washington Association of Minority Entrepreneurs, Inc.,a
non-profit community development corporation and certified
CHDO
► Community Development Resources (CDR),(A for profit minority
owned business)
► California Lutheran Homes, a non profit senior housing
operator
► City of Yakima, Community & Economic Development Department,
Office of Housing & Community Development
► Yakima City Council
► Project Architect
► Sisters of Providence
Pre -Development Phase:
The Pre -Development Phase of the Mercado & Senior Housing Project
will involve the collaborative efforts of city officials, non-
profit organizations and private business. Their task will be to
gather and evaluate data to properly assess the feasibility of
developing a culturally enhancing Community Retail Center together
with a Senior Housing complex that will expand the supply of
affordable housing for low and moderate income Senior Americans
within the City of Yakima.
The proposed project is the first of its kind in the entire
Northwest. The project is based on two very successful models in
San Diego and San Jose, California.
The vision is threefold: (1) Provide decent, safe, sanitary and
affordable housing for seniors; (2)Provide a showcase retail center
facility for established businesses as well as new and emerging
businesses; and (3) Provide a magnet for tourism, i.e El Ranchito.
1
THE PROPOSED MERCADO
SENIOR HOUSING PROJECT
Phase 1I, Pre -Development
During 1995, the Mercado Project's momentum signi 'icantly slowed.
This was due to several factors. First, WAME was not'iri a financial
position to support any additional consulting services, nor could
it afford to continue to mount its own campaign to sustain the
project's momentum. Secondly, although the City of Yakima's
Community & Economic Development Office continued to express
interest in the project, staffing constraints limited office's
ability to provide the necessary personnel commitment to take it to
the next. phase .
Since August of 1995, the project has gone through several "on
again", "off again" scenarios. On May, 1997, during a meeting with
City officials about Eastside issues, the Mercado project once
again surfaced. Mayor Buchanan convened the meeting and Council
members Pucinelli and Klingele were invited to participate. The
outcome of that meeting was a general consensus by those present to
support the project and attempt to move it to the next phase. More
importantly, the meeting produced a project mentor, Councilman
Pucinelli, who has sees this as a valuable project and has made
the commitment to see it through its completion.
Another important aspect of the meeting, was the introduction of
the availability of development funds through a HUD program called
HOME. Upon certification as a Community Housing Development
Organization (CHDO), WAME could access capital needed to develop
the Pre Development phase of the senior housing component through
HOME funds. Concurrently, a source of pre -development monies from
the Washington State Development Loan Fund for the commercial phase
were identified. A work and budget was developed for both the
commercial retail and senior housing component.
In July, 1997, WAME applied to the State for CHDO Certification and
was approved. Once approved by the State, WAME requested
Certification by the City of Yakima. On September 16, 1997 WAME was
certified as a CHDO and therefore became eligible for HOME monies
for the senior housing component.
The following tasks will need to be accomplished to complete the
Senior Housing Pre -Development Phase:
2
WORKPLAN
Task to be
Accomplished
Entity
Responsible
Start Date
Comp Date
Cost of
Completion
Senior Housing
CLH,WAME
Dec 1, 1997
$ 1,000*
Needs Asses
Feb 15, 1998
Site
CDR, WAME
Nov 1, 1997
$ 2,000*
Identificatio
Dec 15, 1998
Land Valuation
CDR, WAME
Dec 1, 1997
$ 500*
Dec 15, 1998
Architectural
CDR, Architect
Dec 1, 1997
$ 3,500*
Site Plan
Jan 30, 1998
Development
CDR
Dec 15, 1997
$ 1,500*
Issues
Jan 15, 1998
Project Cost &
CDR
Nov 15, 1997
$ 5,500*
Revenue Ass
Feb 6, 1998
Partnership
CDR,CLH, WAME
Nov 15, 1997
$ 3,000**
Agree CDR/WAME
Nov 31, 1997
& CLH/WAME
WAME Board Dev
CG, MHC
Nov 15, 1997
$ 2,000**
Jan 30, 1997
Total Cost
$19,000
(Estimated)
(1997 & 98)
WAME: Washington Association of Minority Entrepreneurs
CDR: Community Development Resources, Inc.
OHND: City of Yakima's Office of Housing & Neighborhood
Development
CLH: California Lutheran Homes
CG : Common Ground (CHDO TA)
TBD: To Be Determined
* CHDO Resources
** Other Related resources
3
RETAIL CENTER
WORKPLAN
Retail Rental
Survey
CDR
Jan 1, 1997
Feb 15, 1998
$1,500*
Redevelopment
Report Sorting
CDR
Feb 15, 1998
March 15, 1998
$2,000*
Cost &
Cashflow
Proforma
CDR
March 15, 1998
April 30. 1998
$9,000*
Development of
Marketing Coll
WANE
Jan 15, 1998
$1,500*
Identification
& Negotiations
Anchor Tenant
WANE/CDR
Jan 15, 1998
April 15, 1998
$10,000*
Phase I
Environmental
TBD
May 1, 1998
$ 5,000*
Contract Dev
WAME/Partners
WAME/Partners
June 30, 1998
$ 6,000**
Total Costs
$35,000
WAME: Washington Association of Minority Entrepreneurs
CDR: Community Development Resources, Inc.
OHND: City of Yakima's Office of Housing & Neighborhood
Development
CLH: California Lutheran Homes
CG : Common Ground (CHDO TA)
TBD: To Be Determined
* Wash Dev Loan Fund
** Other Resources
4
Phase I, Concept Development Phase, Completed on May 20, 1995
In 1992, the WAME Board of Directors set into motion the
development of a subsidiary, Del Norte, CDC, for the purpose of
developing local economic projects. After several planning
sessions, an organizational plan was developed with the assistance
of the Pacific Power & Light's PacifiCorp Economic Development
Department. A copy of the plan was provided to the City of
Yakima's Community & Economic Development Department.
One of the primary objectives of the Del Norte CDC was the
development of a Retail Center that would serve as a retail
incubator for small business along with office space for local
service agencies. The name assigned to the retail center was the
"Mercado" meaning market place. The Mercado Project was endorsed
by the Hispanic Chamber of Commerce and local Hispanic businesses
as a result of a townhall meeting and local surveys of interest
taken in October, 1993. The project's description and scope was
discussed at several informal meetings with City of Yakima
officials. Although, the City was supportive, a plan of action
never developed to move the project forward.
In November, 1994, the Department of Commerce, Economic Development
Administration (EDA) awarded WAME a small planning grant for the
development of a bilingual business training program and manual.
Included in the grant, was a $5,000 set aside for the development
of a Pre -Development Study for the Mercado project. The grant was
used to conduct a feasibility study for the purpose of identifying
property parcels in the 6-8 acres size range which would
accommodate the development of approximately 20,000 square feet of
retail and 55 to 75 units of decent, safe, sanitary and affordable
senior housing units. WAME's Executive Director, Luz Bazan
Gutierrez, was instructed by the board to contract the services
of a consultant that was reputable and knowledgeable about Senior
housing and Commercial development to conduct the study.
The services requested were:
► Assist in defining the project's scope
► Develop the site selection criteria
► Identify potential sites
► Define the development process and related issues
► Develop a conceptual architectural project site plan and
elevation
► Assist the Chair in developing a recommendation for a
governing board structure to facilitate the on going business
activities of the project.
5
A contract was developed with Community Development Resources, Inc.
CDR) in February, 1995 to develop the Concept Development Phase of
the Mercado/Senior Housing project. In May of 1995, the Concept
Development Feasibility Plan was finalized and approved by the
Board of Directors. Please see attached copy of the report dated
May 20, 1995.
During the formulation of the report, it was assessed that in order
for the senior housing element of the project to be:successful, an
experienced senior housing operator would be needed as part of the
development team. CDR, through its contacts, introduced California
Lutheran Homes (CLH), a highly respected operator in the industry.
Upon a site visit to Yakima, their representative Nancy Spring
committed CLH's support for the project.
In June of 1995, the Mercado and Senior Housing Concept
Development Plan was presented to the Economic Development
Committee of the City Council of the City of Yakima. The
committee was impressed with the amount of work WAME and the
consultants had accomplished. In turn, they voted to support the
project and encouraged WAME to further develop the project.
The findings of the report were encouraging. It identified several
sites within the City of Yakima's economically depressed areas
that would accommodate the project's land requirements. The
estimated project costs and revenue data gathered, further
supported the project's concept and purpose.
The Consultant and the Executive Director presented the project's
report to local businesses, lending institutions representatives
and the City of Yakima's Community & Economic Development
Director. Their reaction to the report was to express high praise
and support.
Through the use of the $5,000 planning grant, WAME was able to
leverage $19,325 of consulting services.
CDR,Inc. Consulting service contract $ 5,000
In- kind Contributions:
• Eighty five (85) additional hours of consulting services by
CDR @ $125 per hour (Includes additional travel & lodging )
$10, 625
• Sixty five (65) hours of project evaluation by Nancy Spring,
California Lutheran Homes @ $100 per hour (Travel & Lodging)
$6, 500
• Twenty (20) hours of architectural drawing and site layout
work @ 110 per hour $2,,200
Total Capital & In -Kind Investment $19,325
6