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HomeMy WebLinkAboutResolutions - 1999.12.16 - 25683REPORT (Misc. #99337) December 16, 1999 BY: FINANCE COMMITTEE - SUE ANN DOUGLAS, CHAIR IN RE: DEPARTMENT OF COMMUNITY AND ECONOMIC DEVELOPMENT/COMMUNITY AND HOME IMPROVEMENT DIVISION - FY 1999 COMPREHENSIVE HOUSING COUNSELING GRANT ACCEPTANCE TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS Chairperson, Ladies and Gentlemen: The Finance Committee, having reviewed the above referenced resolution on December 16, 1999, reports with the recommendation that the resolution be adopted contingent upon Corporation Counsel's completion of the grant review process. Chairperson, on behalf of the Finance Committee, I move the acceptance of the foregoing Report. FINANCE COMMITTEE FINANCE COMMITTEE VOTE: Motion carried unanimously on a roll call vote. December 16, 1999 MISCELLANEOUS RESOLUTION 199337 BY: PLANNING AND BUILDING COMMITTEE, CHARLES E. PALMER, CHAIRPERSON IN RE: DEPARTMENT OF COMMUNITY AND ECONOMIC DEVELOPMENT - COMMUNITY AND HOME IMPROVEMENT DIVISION - FYI999 COMPREHENSIVE HOUSING COUNSELING GRANT ACCEPTANCE To the Oakland County Board of Commissioners Chairperson, Ladies, and Gentlemen: WHEREAS the U.S. Department of Housing and Urban Development (HUD) has awarded the Department of Community and Economic Development - Community and Home Improvement Division of federal grant funding in the amount of $30.638 for the fiscal year beginning October 1, 1999; and WHEREAS this is the 5th year of the grant; and WHEREAS the grant award of $30,638 represents a 67.03% variance from the application of $92,923, and an increase of $10,638 from last year's award of $20,000; and WHEREAS the grant provides a full range of housing counseling services, information and assistance to housing consumers in improving their housing conditions and meeting the responsibilities of home ownership and tenancy including information for first time buyers, pre-occupancy, rental delinquency and mortgage default assistance, Home Equity Conversion Mortgage Program, home improvement and rehabilitation resources, displacement and relocation resources and pre-foreclosure assistance; and WHEREAS the County intends to use the grant to supplement Community Development Block Grant funds allocated to deliver housing counseling services county-wide in accordance with the Federal Comprehensive Housing Program guidelines; and WHEREAS no County funding is required for this grant continuation; and WHEREAS this grant has been reviewed and approved through the County Executive's Contract Review Process. NOW THERFORE BE IT RESOLVED the Oakland County Board of Commissioners accepts the FY1999 Fiscal Year Comprehensive Housing Counseling Grant in the amount of $30,638. BE IT FURTHER RESOVLED that future level of service, including personnel, will be contingent upon the level; of funding available for this program. BE IT FURTHER RESOLVED that acceptance of this grant does not obligate the County to any future commitment. BE IT FURTHER RESOLVED that the Oakland County Board of Commissioners authorize the Board's Chairperson and the County Executive to execute the grant agreement and to approve amendments and extensions up to a fifteen (15) percent variance from the award. Chairperson, on behalf of the Planning and Building Committee, I move the adoption of the foregoing resolution. PLANNING AND BUILDING COMMITTEE Planning and Building Committee Vote: Motion carried unanimously on a roll call vote with Sever absent. October 28. 1999 Dear Executive Director: Oakland County. Michigan 1200 N. Telegraph Rd. Pontiac. Michigan 48341-9901 CU iLI:jiV NOV U 4 1939 DEVELOPMENT U.S. Department of Housing and Urban Development Homeownership Center The Wanamaker Building 100 Penn Square East Philadelphia, Pennsylvania 19! 07-389 It is my pleasure to inform you that your agency has been awarded a Fiscal Year 1999 Housing Counseling Grant Award to be used in conjunction with your HUD Approved Housing Counseling Program. The competition for this grant was rigorous and you are commended for submitting a successful application. Enclosed you will find three copies of the grant agreement for HUD's FY-99 Housing Counseling Program. Please sign all three copies. retaining one for your records. and return two copies to the HUD office listed below. Please note that one returned copy must have two original signatures. Return to: Robert Wrier.. GTR Housing Counseling_ Program U.S. Department of Housing The Wanamaker Building 100 Penn Square East Philadelphia, Pa 19107 If your agency did not receive a grant award for FY-98. then you must complete the enclosed Direct Deposit Banking Form 1199-A along with the LOCCS Access Form 27054. All others will not receive these forms. The grant funds should be available ithin 30 days after returning the enclosed agreements back to HUD, however, your billing is retroactive back to services provided or. or after October 1, 1999. Should you have any questions regarding these documents please feel free to contact Mr. Wright at 215-656-0516 ext: 3406. Again, congratulations on your award! We look forward to a productive partnership with your organization and working together to help expand homeownership opportunities. SincereiN-. • . „ , Michael Perretta Director Program Support Di N ision Visit our web page at httpliwww.itud.govilocal/philphihome.hunl Assistance Award/ Amendment U.S. Department of Housing and Urban Development Office of Administration Signature & Title: Previous editions are obsolete Signature DiregY,CiAram Sup r Date: 09/30/99 form HUD-10414 (10/901 raf . Handbook 2210.17 Data: I Assistance Instrument 2.1p. of Action ,—I X Award E Amendment . , Cooperative Agreement Fix , Grant _ _ , 3 Instrument Number 4. Amendment Number 5. Effective 011te of this ,Action 6. Control Number 09/30/99 HC99-0398-011 _ _ ' NJ,TC dnd Address of Recipient 8. HUD Administenng Office 3a .,7.13 na County Michigan .PeansvIvania State Office 1 - . 13:: N. Te.;egrach R. 1100 Pe= Square East aa, Xicnigan 45341-9'93: Philad-:znlia. =A 19137 - Ela. Name of Admsnistrator .815. Telephone Number Michael Perretta (215)656-0508 7.) eroier.: Proieot Manager 9. HUD Government Technical Representative Robert Wright !I Assistdrice Arrangement 12, Payment Method 13. HUD Payment Office Pennsylvania State Office Cost Reimbursement Treasu7v Check Reimbursement == .....-= 100 Penn Square East Cost Sharing Advance Check Philadelphia, PA 19107 .-_-...., ,,..._H X : Fixed Price 1 Automated Clearinghouse — 14. Assistance Amount 15. HUD Accounting and Appropriation Data Previous HUD Amount 15a. Appropriation Number 115b. Reservation Number HUD Amount this action $ 30,638.00 I Total HUD Amount $ 30,638.00 Amount Previously Obligated $ Recipient Amount $ Obligation by this action $ 30,638.00 Total Inst!ument Amount 30,635.00 Total Obligation $ 30,639.00 15 Description Housing Counseling Grant FY 1955 Cc77.crer.enslve Counselinc Services L.03*17S Budget Line Item 500 • 18 Recipient is required to sign an 'ern three (3) copies of this document to the HUD Administering Office. 18 Recievent Ifty Name): Rectprent is not required to in Inis document. 20 HUD By Name). Michael Perretta INDEX ARTICIES - PAG=. NC. ARTICI= 7 G=NERAL, .1:CP= OF WORK ARTICLE II PERIOD OF PERFORMANCE , - ARTICLE III DEFINITIONS 3 ARTICLE :V STATEMENT CF WORK 4 ARTICLE V PRICE AND PERFORMANCE 5 ARTICLE VI INSPECTION AND ACCEPTANCE 6 ARTICLE VII CONDUCT OF WORK 6 ARTICLE VIII PAYMENT , 6 ARTICLE 'X SECURITY CF CONFIDENTIAL INFORMATION 8 ARTICLE X SUSPENSION A2+.7D TERMINATIIN PROCEDUr," S ARTICLE XI AM=NDXENTS 8 ARTICLE XII RECORDKEEPING AND REPORT"NG 9 ARTICLE XIII DISPUTES 11 ARTICLE XIV OTHER ADMINISTRATIVE PRCVISIONS 1: ARTICLE KV DRUG-FREE WORK PLACE REZUIREMENTS 11 ARTICLE XVI PROHIBITION ON USE OF APPROPRIATED FUNDS TO 'LOBBY FEDERAL GOVERNMENT 1999 HC Grants 1 of 11 Grant Agreement ARTICLE I -- GENERAL, SCOPE OF WORK Th'sA=n=ern..n7._ 's 'y "6 of tn. and Urban D,.vlopment Act of "the :1.dt and tn. 7..tartments of Veterans Affairs. Housin:: ani Urban Development and 3ndeoendent Acenoics Apo-of:la:ion curpose of this Azreement ts :0 se: forth the terms and conditiens wnich HUT will provide federal financial assistance to the Grantee to carry out a HUD-approved housing counseling orogram under the Act. As used herein, the terms "grant" or "crant funds" refer to the federal funds provided by HUT under this Agreement. The documents which will govern and control this Agreement shall include, but not be limited to the followinc, as they may be amended from time tc time: '-= of the uouc'-g and Urban Development Act of ISSE; FIT: Handbook 7E1.2.1, Housing Counseling Program; 24 CFR Part 1, Nondiscrimination in Federally Assisted Programs of the Department of Housing and Urban Development - Effectuation of Title VI of th• Civil Rights Act of 1964 24 CFR Part 9, Nondiscrimination Based on Handicap in Federally Assisted Programs and Activities of the Department of Housing and Urban Development 24 ZFR Part 24, Subpart F, Drug-Free Workplace DAT•4 -ements; 24 :FR Par: 54, Uniform Administrative Requirements for Grants and Agreements With of Higher Eduta"or, and `;o^-0-"'" Organizaticns; 24 ZFR Part 55, Administrative Requirements for Grants and Cooperative Agreements to State, local and Federally Recocnieed 2ndian Tribal Governments; 24 CFR Part a7. New Restrictions on lobbying; 24 CFR Par: 1475, Nondiscrimination en the Basis of Ace in H7.7: Programs or Activities Receiving Federal Financial The Notice of Funding Availability zublished in the Federal Register on March 31, 1998 as amended) (FR-4.172-H-C:C SupA-N''FA'; Grantee's application submission, including the -=""-.q, assurances, and doi-umentation; and The Grantee s :UD-approved Housing Counseling Plan. The Grantee agrees to carry out its grant activities under this Grant Agreement. The provisions of this Agreement shall apply where applicable, to intermediaries and state finance agencies and their affiliates and branches which will assist the intermediaries and housing finance agencies with carrying out this Agreement. The Grantee also agrees to accept responsibility for such compliance by any entities to which it makes grant funds available. The Grantee shall furnish the necessary personnel, materials, services, facilities, (except as otherwise specified herein and otherwise do all things necessary for or .incidental to the performance of the work se: forth in Article IV, Statement of Work. ARTICLE II -- PERIOD OF PERFORMANCE A. Term of the Grant. The Grant ,.e shall provide all services hereunder from the effective date of the grant for a teriod not to exceed September 2, 2. B. Extensions. The Grantee shall advise the :.:TR in writing as ear:y as The 1999 HC Grants 2 of 11 Grant Agreement possible but in no event later than 30 days prior to the scheduled expiration of the arant term if an extension of the period of z..rtormance Ls reo-_:ird ap:.:rovpd for cause on a case by :=..= ..:-=z1= out are o: routin ,zly gr=nt ,,'4 . ARTICLE III -- DEFINITIONS A. Client: A person who falls within the definition in eioher subparagraph A.I or A.2 on are 3 of II AND enters the agency's housing counseling workload by means of a screening interview. A person, family, or group of persons wi:h the same DOCUMENTED housing need or problem potenzially resolvable under a HUD program, a conventional home mortgage program, or under a federal, state, county, or city Program. (A) A housing need exists when a client lacks affordable "decent, safe and sanitary" housing. (3) A housing problem exists when a client occupies HUD-related housing, a conventionally-financed home, or a home financed under a federal. state, county, or city program and faces the poss'.'-'."-y ^: as a homeowner, eviction as a renter, or other circumstances tha: ----7a:cy in affordable decent, safe and sanitary housing. O - a property chat is or will be HUD-assisted or financed by a HUD- insured or conventional mormrare or by a federal state, county, or city ^----am B. Counselinr. Counselina is a counselor-to-client or counselor-to-rroup activity during which the counselor completes any or all of the followina types of actions. Interviews the client in a priva:e soaoe and a confidential manner to obtain basic information about the client and the client's housing need or problem. Speoial accomodations are provided to meet the needs of physically disabled clients. 2. Identifies resources within the counseling agency, the client's community, and HUD that might assist in meeting the client's housing need or resolving the client's housing problem. 3. Designs a counseling plan on behalf of the client. 4. Explains the counseling plan to the client and obtains the client's consent for the counselor to carry out the plan, including the actions the client must take. 5. Refers the client to other resources within the 'community and assists the client in arranging appointments with those resources. 6. Recommends additional private or group counseling sessions conducted by the agency or other community resources. 7. Monitors the client's progress toward meeting the need or resolving the problem. 3 of 11 Grant Agreement 1999 HC Grants C. Housnc Counsel'no oded under this gran: may be limited in scope or fanze of ser-.-ines, ad-.-::e and ass: ante to :nd t0 ass:sd dne7 In :r:-.-:no ▪ cz.ndl:lons and the 0as00ns:t:11:Les of nome:wne:snL.: and t • an;;. a minimum. tne for g-an: must Ce made a.-ailable. Housing ocunseling se:---ites tovered under this grant include providino information, advice and assistance to address housing needs cf clients on a wide range of issues and programs including: information for first time homebuyers; homebuver education; pre- occupancy, rental delinquency and mortgage de -fault assistance (including the HUD Mortgage Assignment ?rocram); risk loss mitication; the Home v -----s'o- ?-co-am; home improvment and rehabilitation; displacement and relocation; and pre-foreclosure sales. D. National Recrional. and Multi-State Intermediaries. A national organization is one that provides housing counseling services through its branches or affiliates in at least 26 States. A regional organization is one that provides housing counseling services through its branches or e'4 a-es in a generally recognized region or group of regions such as the Southwest, Mid-Atlantic, or New England. A.multi- State Crganization is one that provides housing oounseling services through its bra-t'-es or a'"a -es in three or more States but not more than 25 States. nor for an entire region or =rout of E. ,;.z:ate Housina Finance .1.oencies (SHFA). A state housino finance agency is generally created the state legislature and has many functions includino the financino of a::....lable,tax exemzz. pa-"z —y tax exempt and!or fully taxable housing and the administration of subsidized housing programs. The agency may use this title in their desicnation or such functions may be included within another state agency. The agency may operate with izs own officers and board of directors appointed by the governor. F. Government Technical Reoresentative (GTR. for Hzusinc :ounseling. The 37R reviews and monitors the orantee's -ouchers and r..ocrt= and may ze assited a Gove-nmen: T=c?-.'ca' Mon'tor (G -M. For local oounselino aoencies and State Housing Finance Acenoies, the G7R is on one staff of :he H= Homeownership Center. For national, regional, and multi-State intermediaries, the 37R is on the staff at HUD headquarters. G. Government Technical Monitor (GTM) for Housing Counseling. A GTM may be appointed to assist the GTR. If appointed, the GTM will be the direct day-to-day contact for the Grantee. In addition to reviewing and monitoring the grantee's work performance, invoices and reports, the GTM will provide program information, advice, and training to the Grantee in carrying out the housinz counseling program under the Grant Agreement. Aq fru-td in Handbo.:k -S2.0.' as revised are applicable to this Agreement. ARTICLE IV -- STATEMENT OF WORK A. Hodsinq Counselino - Budget Line Ct..m 9500 The Grantee shall use the grant funds to provide housing oounseli services to eligi'ole clients. Grantees sha..L provide the housing H. 1999 HC Grants 4 of 11 Grant Agreement counseling services specified within the Grant Agreement and/or in the - grantee's app*-- o- --4 -2-cvidinc the housing counseling program servizes described :he Srantee shall: Furnish h=usinc co.:nstlinc ser -:ices provided under this oran: at 2. Furnish housina counselina services above and beyond identical services provided by means of funds in addition to this grant. (See paracraph S of :1.RT:CLE V -- PRICE AND PERF2RXANCE.) 3. Coordinate with =L. mortaaoees and public and Private community organizations who are also working with the client in order to provide maximum service to the client. 4. Refer clients, as apProoriate, to other community services organizations. 5. Provide housina counselina services on a priority basis to low and moderate income clients. 6. Contact and work with :he aoo----4 a-e -""e and lender to assist cl'=nts who a. In default on their monthly morzgace payments. Beino considered under the loss m -":.-'or z-og-am :n financial difficulty or in default under a forbearance acreement or the ItEUD Assionmen: Procram. 7. Provide =-..-,alized counselino on shared housino or referrals to oraanizazions providing such counseling and information on available housing for sharing. S. Provide information. advice and assistanoe on reverse equity mor:gaces for senior citizens also known as home equity conversion mortcazes or "HECMS" for elderly homeowners. ARTICLE v -- PRICE AND PERFORMANCE A. The Grantee shall be paid as compensation for all work required, performed, and accepted under this grant, inclusive of all costs and • expenses, in an amount not to exceed the total award amount shown on Form HUD-1044, Assistance Award/Amendment, the cover sheet of this grant document. B. The Grantee may not be reimbursed by HJD under this grant for services that are directly or indirectly reimbursed from any other source. The Grantee may include in its vouchers under this grant only those counseling services for which the Grantee does no: receive reimbursement from any other funding sources. Where multiple sources are funding the housing counseling program, the Grantee must separate its program and designate the activities to be funded by each funding source. For example, a Grantee that receives CDBG and housing counseling grant funds could use the funds to serve clients in comple -a'y -ent neighborhoods. Another alternative nigh: be to desiunate the use of housing counseling funds for one type of clients and not for another type. 1999 HC Grants 5 of 11 Grant Agreement :er chances in form must be reported to the G. C. All records of counselinc azIL.vity_Are_subject_to inspection and audit by HUD at any :17' during and after the grant period. The burden of "- with the Grantee. (Also refer to v -- concerning rezentitn, custody. and The arantee's :lien: and all other records maintained by the Grantee under grant shall be made available for monitoring and audit by the Government Technical Representative (GTR), Government Technical Monitor (G7M), and staff of HUD's Of:4 -A of the inspector General, or their duly authorized representatives. E. Local counselir.----ay -act for the performance of any part of chas grant. National, regional, and multi-State intermediaries and State Housing Finance Agencies may enter into subagreements with their affiliates participating under this Grant Agreement. Affiliates must comply with the substantive provisions of this Grant Agreement. Restrictions on Tse of the Grant Amount. The cover sheet of this grant document specifies the amount of the grant (see Form HUD-1044, Block 14, Assistance Amount .. The grant award must be used in accordance with the grant application. or as may be further restricted in Block 16 of the ARTICLE VI -- INSPECT:2N AND ACCEPTANCE Inspect'-- of the services to be provided hereunder shall be made by the GTR or the =TM. ARTICLE VII -- CONDUCT OF WORK The GTE, iden d an z'ock 9 of the cover sheet (Form F:D-1C,44) of this grant, shall be the Grantee's firs: and primary point of contact with HUD on all matters of a technical nature. The Grantee shall submit all reports or other materials to the GTR. The GTR may issue written or oral instructions to the Grantee to fill in details in the Statement of Work described in this grant. Such instructions must be within the scope of the work set forth in this grant, and may not be of such a nature as to affect price, period of performance, or any other provisions of this grant. The GTR may designate a GTM to assist with Grant management. If a GTM is appointed, the Grantee will be notified in writing by the GTR. ARTICLE VIII - PAYMENT A. Immediately after award, Grantees which are noo. a:ready receiving payments via direct deposit from HUD must submit a completed SF-1199A (Direct Deposit Sign-Up Form) to the GTR. These forms are available at local banking institutions and from HUD, on request. The GTR will fax SF-1199A to the Fort Worth Accounting Center. Intermediary Grantees will forward SF-:.1.19A to Cash Management Reporting Division, room 3118, a: Headquarters. 6 of 11 Grant Agreement 1999 HC Grants B. All vouchers for gran: payments must be submitted to H7.7.) utilizing the Voice Response System Line of Credit Control System (vR5—LOCCS ) A record of ea -- must be maintai7ed in the Grantee files on form n_--- r.eques: Voucher for .:rant 7-a:ment and must be availaole for o . H---D on :es:. C. Each individual in :he Grantee's organization who will Oe auto:-',...d to access the VR.SrLOCCS system to request funds under the 1999 Housing Counseling Grant must request access authorization from HUD by submitting a form H7JD-:-054 (LOCCS Voice Response Access Authorization). If any individual currently has access to VRS;LOCCS for prior year grant funds for the same Grantee, no new HUD-27054 will be required to access funds under a FY 1999 award to that Grantee. D. If any individual who has access to VRS/LOCCS is no longer employed by the Grantee organization and/or should be denied access to grant funds for any reason, the Grantee must notify the LOCZS Security Office at HUD immediately at (202) 708-0764, or toll free number 1-877-705-7504. E. A maximum of four (4) payment requests under FY 1599 grants will be allowed, as follows: The firs: voucher should be submitted when 25 9; of the housing counselinc services whioh are connected to the cran: have been delivered (Budget Line Item 9500). Dotumenzation :net must be submitted to the ,-;7R in support of this request is the proof of purchase of the equipment listed in the application. No supporting documentation on services provided is required at this time excett for Intermediaries and State Housino Finance Agencies (refer to Z.5 belt.w. 2. The second voucher should be submitted when of the housing counseling services which are connected to the cram: have been delivered. A rid-term report must be sub -it -zed the G7R in surporz of this request )see Article H for a descriotion of the mof-term reocrt . 3. The third voucher should be submitted when -5% of the housing counseling services which are connected to the grant have been delivered. No supporting documentation is required for approval of this request except for Intermediaries and State Housing Finance Agencies refer to E.6 below). 4. The fourth voucher should be submitted when all services connected to this grant have been completed. The final report must be submitted and approved by the GTR for this final request to be approved (see Article XII, I. for a des--'7 -",r of the final report). The final voucher and final must be submitted to HUD-within 45 days of the expiration of one grant. 5. Intermediaries and State Housing Finance Agencies shall submit the above vouchers and reports. However, ail vouchers must be accompanied with invoices and other supporting documentation. The agencies shall retain copies. 1999 HC Grants 7 of 11 Grant Agreement ARTICLE IX -- SECURITY OF CONFIDENTIAL INFORMATION The Grantee snall zee _nder loo, and key all _-.for-a:ion reaardino oc ._nseling of =:_on in .:or -at:on is ao.=nov :r - s- - -s c...Irrent finano_al stat_s notes on oc --nselino sesa:.:ns, and any c:har information regardino individ-al clients The Grantee shall not d -c -'-se such information to anyone other tnan or HUD-aoproved mortgagees. ARTICLE X -- SUSPENSION AND TERMINATION PROCEDURES A. The '-l'ow'no definitions arolv: Termination - Cancellation of federal assistance, in whole or in part, under the grant at any time prior to the daze of completion. Suspension - An action by the GTR that temporarily suspends federal assistance under the grant pending corrective action by the Grantee or pending a decision to terminate the grant by HUD. B. When the Grantee has failed to comolv with the terms, conditions, or standards of the =rant. the GTR may, upon reasonable notice to the Grantee. suspend :he =rant and withhold further tayments, or prohibit the Grantee from inourring a' -4 ^-z - funds, pencino corrective action by the Grantee or a n to terminate in accordance with paraoraph C. C.This =rant may be terminated for cause or convenience. Termination for cause - The G7R may terminate this grant in whole or in par: at any time before the date of completion, whenever it is determined that the Grantee has '=",.4 -o comply with the zonditions of the gran:. The GTP. shall prombtly notify the Grantee in writino of the terMination and the reasons for the termination. :3c:ether with the effeotive date. Payments made to the Granzes or reooveries by F'..7 in :he e ...ent.. this grant is terminated for cause shall be in aocordanze wi:h the legal rights and liab of the parties. 2. 'Termination for convenience - This grant may be terminated in whole or in part when both parties agree that the continuation of the project would not produce beneficial results commensurate with the further expenditures of funds. The two parties shall agree upon the effective date and in the case of partial terminations, the portion to be terminated. The Grantee shall not incur new obligations for the terminated portion after the effective date, and shall cancel as many outstanding obligations as possible. The GTR shall allow full credit to the Grantee for any noncancelable obligations properly incurred by the Grantee prior to termination. 3. The parties shall promptly settle the terminated grant and execute a written amendment upon settlement, which sets forth the terms and conditions of the settlement aareement. 1999 HC Grants 8 of 11 Grant Agreement C. D. ARTICLE XI - AMENDMENTS This gran: -ti: aerie = a: any by a Anend-lehts and bbl:ca:Lons of ca --. by hozh tne an: toe ,:rantee Adr ---s --=--ve a-en:a-en:5 as changes =77 -7 --a ---- data may ce issued by toe G77. ARTICLE XII -- RECORDKEEPING AND REPORTING A. An. system may be used. However, :he system must lend itself to easy monitoring by HUD when it ccriduc:s a performance review of the acTency's housing counseling activities. B. if H trovides the agency wi:h a reco-ru p 4 na software program, this program must be implemented by the agency files Linc_ludina files on group clients) must be maintained in accordance with Handbook 761C.1. Each client must be assigned a six- digit identification number to be used for reporting on counseling activities to H=. r-rds gaLrvarti-- ----ds and all other reoords tertinent to this grant shall be retained for a period three years from :he date of :he submission of the final invoice and Final Report, exzept as provided in 24 CFR par: E4: :f any litication, claim or audit is started before the expiration of the 3-year period, the records shall be retained until all lit:Lae:ions claims, or audit findinos involvinc :he records have been resolved. Records for nonexbendable property, if any =^7-,"-d with federal funds shall be retained for three years after its final disposition. 3. Wnen records are transferred to Cr maintained by H=, the 2-year retention requirement is not applioable to the Grantee. 7 The Grantee must be authorized by the GTR if the Grantee desires to substitute microfilm copies in lieu of original records. F. The Grantee shall transfer certain records to HUD when HUD determines that the records possess long-term retention value. However, in order to avoid duplicate record-keeping, HUD may make arrangements with the Grantee to retain any records that are continuously needed for joint use. G. The Secretary of HUD and the Comptroller General of the United States, or any of their duly authorized representatives. shall have access to any pertinent books, documents, papers, and records of the Grantee, and its subcontractors, to make audits, examinations, excercts and transcripts. H. Mid-Term Performance Recort - local Grantee. A =rant mid-term report is due when the Grantee has completed SO percent cf the counseling services to be covered under the gran:. The Grantee must send :his report to the GTR or GTY. no later than the date on which the Grantee 4.. 9 of 11 Grant Agreement 1999 HC Grants enters the related voucher into LOCCS, The GTR/GTM will process that voucher only upon receipt of an acceptable report. The report must contain. as a minimum as t he. or the orant document. 2. An identification number, determined by :he Grantee, for each client counseled during the report period. 3. Tvoe of counselinc oerformed for each client. 4. Start and end dates of the reoort teriod. 5. Sicnature and title of person authorized to sign the report. 6. Form HUD-5902 for the mid-term report period is to be forwarded to the GTR. 7. :n addition to the above information, a narrative report of NOT MORE ,THAN two single-spaced letter-sized typewritten pages. :nclude such items as problems encountered by the Grantee, items for which the Grantee needs additional cuidance, unusual client needs or problems for which the Grantee provided ocunseling, and reoommenda:ions to H=2. I. Final Retort - .coal Grantee. A -"-=- same format as the mid-term report is due when :he Grantee has completed all =ran: activities that will be funded under the =rant. The narrative report must cover the entire period of the gran: and may not exceed five (5' typewritten singe-spaced pages. The Grantee must send this report to the GTR or GTY. no later than 45 days after the expiration of the grant. The GTR/GTM will process the final voucher only upon receipt of an atoeptable ==-- of the final report is Form which covers the entire coran: period and is to be forwarded to J. iiimip-- anfE :ate L;ousirc Finance Agencies These organizations shall receive a mid-term and final report from each affiliate as described under Article X:: H and : and below as J.1 and J.2 and forward same to the GTR. 1. The mid-term performance report shall consist of a narrative report of not more than two (2) single-spaced letter sized typewritten pages accompanied by Form HUD-5902 for clients served during this period covering all the affiliates. The Grantee shall collect items under H.: through H. from each affiliate, retain the information for audit, and forward a copy to the GTR. 2. The final report must not exceed five Y6) single spaced letter sized typewritten pages for the narrative accompanied by a summary Form HUD-9902 covering all aa -es for clients served during the entire cram: period. The Grantee she --"A-- and retain all items under H.: through H. from each affiliate, and forward a copy to the GTR. 10 of 11 Grant Agreement 1999 HC Grants K. Fiscal Year Activity Report - form HUD-9902 All Grantees shall form HUD-9902 October 2, 1993' tnro_oh Septe-,ber 30, 2:00 for tneir co_nse__ng activities thz cram: and o-teide :me orar - 3:, 200: and _s to be sent to tne interne: For those Gran=ees no are -nab:e to 'se the interne:, tne . shall contact their GTR or GTv ARTICLE XIII -- DISPUTES During of the grant, disagreements may arise between the Grantee and the GTR on various issues. If a dispute concerning a question of fact arises, the GTR shall prepare a final decision, taking into account all facts and documentation presented. The decision shall be mailed to the Grantee. The Grantee may appeal the decision within thirty (30) days to the •Homeownership Center or for intermediaries to the Program Support Division at Headquarters. ARTICLE XIV -- OTHER ADMINISTRATIVE PROVISIONS The Grantee shall comply with all standard Assurances--Non-Construction Procrams as 1,=-.2d on Form SF-4243 which is contained in the Application. ARTICLE XV -- DRUG-FREE WORK PLACE REQUIREMENTS Grantee shall comply with the Cer -'44 cation Regarding :rug-Free Workplace Requirements whioh is contained in the Application and which is also found in 24 CFR Par: 24, Appendix C. This Agreement will be governed and controlled by 24 CFR Par: 24, Spar: F, :rug-Free Workplace Requirements :Grants). ARTICLE XVI -- PROHIBITION ON USE OF APPROPRIATED FS TO LOBBY FEDERAL GOVERNMENT Consistent with the Byrd Amendment ;31 U.S.C, §1.35.2i, all Grantees receiving grants in excess of $100,000 shall certify that they have not used, and will not use, appropriated funds to lobby the Federal Government. Grantees who have engaged in lobbying activities, or who plan to engage in lobbying activities, with other than appropriated funds must also disclose these activities on form SF-LLL, Disclosure of Lobbying Activities. (24 CFR, Part 87) Grantees may also be subject to S112 of the HUD Reform Act. 1999 HC Grants 11 of 11 Grant Agreement Oakland County Grant Application/Acceptance Summary Report Title of Grant Community and Economic Development, Community and Home Improvement QLvislon — FYI 999 Housing Counseling Grant Acceptance Grantor Agency U.S. Department of Housing and Urban Development Notification Date 10/28/1999 Submission/Acceptance Deadline 12/31/1999 Requesting Department/Program/Agency Community and Economic Development Grant being submitted is: New Renewal X Modified The maximum number of years for which this grant is available: This will be the 5 th year of grant funding for this program. Is this program projected to extend beyond the current grant funding period? NO Briefly, describe any program changes since the most recent grant acceptance: GRANT SUMMARY GRANT ' GRANT VARIANCE REQUEST ACCEPTANCE AMOUNT* $$ AND % Number of grant funded positions .5 ' .5 0 Total amount (SS) of grant 592,923 ' $30,638 $62,285 (67.03%) Grant funded personnel costs $92,923 $30,638 $62,285 (67.03%) Grant funded fringe benefits $0 $0 $0 , Grant funded program costs $0 SO SO County match requirements $0 I $0 $0 . County match funding source $0 $0 ' SO (Account No., OCA, PCA, Object Level 3) State & local match requirements $0 $0 $0 (provide amount and percentage) Grant funding period 1 10/1/1999— 10/1/1999— 10/1/1999— (provide mm/yy — mm/yy) i 9/30/2000 9/30/2000 9/30/2000 * Indicate any variance between the original grant application and the final grant acceptance (in dollar amounts and percentages). FISCAL NOTE (Misc. #99337) December 16, 1999 BY: FINANCE COMMITTEE, SUE ANN DOUGLAS, CHAIRPERSON IN RE: DEPARTMENT OF COMMUNITY AND ECONOMIC DEVELOPMENT/COMMUNITY AND HOME IMPROVEMENT DIVISION - FY 1999 COMPREHENSIVE HOUSING COUNSELING GRANT ACCEPTANCE To the Oakland County Board of Commissioners Chairperson, Ladies and Gentlemen: Pursuant to Rule XII-C of this Board, the Finance Committee has reviewed the above referenced resolution and finds: 1. The resolution requests that the Board of Commissioners accept the 1999 Comprehensive Housing Counseling grant in the amount of $30,638. 2. Community Development competed for funding from the U. S. Department of Housing and Urban Development and has been awarded a FY 1999 Comprehensive Housing Counseling Grant totaling $30,638, a variance of 67.03% from the initial application amount of $92,923. 3. The grant will supplement Community Development Block Grant funds allocated to deliver housing counseling services in accordance with federal housing counseling program guidelines. 4. No County funds are required for this grant. 5. The resolution does not oblige the County to any future commitment and the level of service, including personnel, is contingent upon continued funding. 6. The FY 2000 budget is amended to reflect the grant proceeds as detailed below: Special Revenue Fund Dept./OCA/PCA/Object Description FY 2000 Revenue: 19-797400-60006-0113 Grants Federal $30,638 Expense: 19-797401-60006-2001 Salaries 30,638 Total $ 0 FINANCE COMMITTEE FINANCE COMMITTEE VOTE: Motion carried unanimously on a roll call vote. • Resolution #99337 December 16, 1999 Moved by Obrecht supported by Taub to postpone action on the resolution until the January 13, 2000 Board meeting. AYES: Millard, Moffitt, Obrecht, Palmer, Patterson, Schmid, Sever, Suarez, Taub, Amos, Appel, Causey-Mitchell, Colasanti, Coleman, Dingeldey, Douglas, Galloway, Garfield, Gregory, Jensen, Law, McCulloch, McPherson, Melton. (24) NAYS: None. (0) A sufficient majority having voted therefor, the resolution was postponed until the January 13, 2000 Board meeting.