HomeMy WebLinkAboutResolutions - 2024.08.01 - 41404
AGENDA ITEM: Acceptance from the Michigan State Housing Development Authority of the 2024-
2025 Housing Education Program
DEPARTMENT: Health & Human Services - Neighborhood and Housing Development
MEETING: Board of Commissioners
DATE: Sunday, August 11, 2024 8:08 PM - Click to View Agenda
ITEM SUMMARY SHEET
COMMITTEE REPORT TO BOARD
Resolution #2024-4299
Motion to accept the 2024-2025 Housing Education Program grant award from the Michigan State
Housing Development Authority totaling $17,855 for the period July 1, 2024 through June 30, 2025;
further, authorize the Chair of the Board of Commissioners to execute the grant agreement; further,
amend the FY 2024 as detailed in the attached Schedule A.
ITEM CATEGORY SPONSORED BY
Grant Penny Luebs
INTRODUCTION AND BACKGROUND
The Neighborhood Housing & Development Division has been awarded funding through the
Michigan State Housing Development Authority (MSHDA) Housing Education Program in the
amount $17,855 for the period July 1, 2024 through June 30, 2025. The grant supports provision of
homebuyer education, pre-purchase, financial capability, and foreclosure services for Oakland
County households in accordance with adopted National Industry Standards for Homeownership
Education and Counseling. The grant funding will be used in addition to the federal Community
Development Block Grant and Housing Counseling Grant to fund salaries and fringe benefits for one
(1) Special Revenue (SR) Full-Time Eligible (FTE) Housing Counseling Supervisor position
(P00003354), two (2) SR FTE Senior Neighborhood & Housing Development Specialist - Senior
positions (P0000730/P00010806).
POLICY ANALYSIS
Acceptance of this grant does not obligate the county to any future commitment and continuation of
this program is contingent upon continued future levels of grant funding.
BUDGET AMENDMENT REQUIRED: Yes
Committee members can contact Michael Andrews, Chief of Staff at 248.425.5572 or
andrewsmb@oakgov.com or the department contact persons listed for additional information.
CONTACT
Khadija Walker-Fobbs, Neighborhood & Housing Development Officer
ITEM REVIEW TRACKING
Aaron Snover, Board of Commissioners Created/Initiated - 8/1/2024
AGENDA DEADLINE: 08/11/2024 6:00 PM
ATTACHMENTS
1. Budget Form 24-25 - Updated OCHC
2. HEP_Grant_Agreement_FY24 - OCHC
3. UPDATE BUDGET FORM ATTACHED- FY24_25 HEP Housing Counseling Grant Award
Announcement
4. Authorized_Signature_Designation_Form FY24 HEP Grant OCHC
5. Grant Review Sign-Off
6. PH&S_NHD_PY2024-25 Housing Ed Grant
COMMITTEE TRACKING
2024-07-23 Public Health & Safety - Recommend to Board
2024-08-01 Full Board - Adopt
Motioned by: Commissioner Yolanda Smith Charles
Seconded by: Commissioner Linnie Taylor
Yes: David Woodward, Penny Luebs, Karen Joliat, Christine Long, Robert Hoffman, Philip
Weipert, Gwen Markham, Angela Powell, Marcia Gershenson, William Miller III, Yolanda Smith
Charles, Charles Cavell, Brendan Johnson, Ajay Raman, Ann Erickson Gault, Linnie Taylor (16)
No: None (0)
Abstain: None (0)
Absent: Michael Gingell, Michael Spisz, Kristen Nelson (3)
Passed
Budget Item
Estimated
FY2024
Expenditures
for
07/01/2024
To
06/30/2025
Description
*Must provide a detailed
explanation for each
expense. Failure to offer a
detailed outline may result in
application denial.
Detailed Explanation
DIRECT EXPENSES
a.
Personnel
(Direct Labor
Costs)
$
Enter details of staffing that
will be charged including
name, title and estimated %
of HEP grant award
*All staff billed using a pre-
approved fully loaded
hourly rate.
Indicate yes or no if the
person received a pension
from the State of Michigan
Staff Name: Yes
or No
Title:
% of Time Charged:
Staff Name: Yes
or No
Title:
% of Time Charged:
Staff Name: Yes
or No
Title:
% of Time Charged:
Staff Name: Yes
or No
Title:
% of Time Charged:
b.Credit Reports $
Outline: (a) estimated # of
reports that will be run and
for which program (b) if it will
be a single-merge or tri-
merge report.
# of Credit Reports:
Type of Merge:
Program(s):
c.Training $
Outline: Name of staff
member, course title &
provider of anticipated
training course & anticipated
month(s) of each training will
be completed
Staff Name:
Course Title:
Month Completed:
Staff Name:
Course Title:
Month Completed:
Staff Name:
Course Title:
Month Completed:
Staff Name:
Course Title:
Month Completed:
Staff Name:
Course Title:
Month Completed:
d.
Travel $
Outline: Estimated travel
expenses for program
delivery mileage as well as
travel expenses for trainings
listed above. Offer detail of
each expense. Must comply
with State of Michigan
travel rates.
Travel Expense:
e.Meals $
Outline: Estimated meals for
travel expenses. Must
comply with State of
Michigan travel rates.
Meal Expense:
f.
Supplies $
Outline: Estimated supply
expenses related to the
delivery of housing
counseling services. Indicate
item and cost. *Supply costs
must be related to the
delivery of housing
counseling services ONLY
and must not include
equipment, furniture, pens,
paper, etc.
Items for purchase:
g.
Marketing &
Advertising $
Outline: Estimated marketing
& advertising costs. *Must be
designated for housing
counseling services ONLY.
Marketing and Advertising:
h.
Translation
Services $
Outline frequency and/or
estimated cost from outside
vendors
Translator Expenses:
i.
Client
Management
System (CMS)
User Fees
$
Outline: Name of your Client
Management System and the
cost and the frequency of this
expense (i.e. monthly,
quarterly, annually, etc.)
Client Management System:
System:Frequency:
:
TOTAL DIRECT
COSTS: $
INDIRECT EXPENSES (10% of modified total direct cost rate)
j.
Indirect Expense
Costs $ This is an elective budget line
item and is not required.
Choose one of the following:
☐ Elect to a 10% De minimis (*10% De
minimis is calculated from the total
Direct Personnel Labor Costs using
only line (a) above)
Signature Clause:
By signing this NOFA application, I certify to the best of my knowledge and belief that the information is
true, complete, and accurate, and understand that estimated expenditures, disbursements and cash
receipts are for the purposes and objectives set forth in the terms and conditions of this award. I certify
that, as of the final compliance date in accordance with 24 CFR 5.111(a), all housing counseling required
under or provided in connection with MSHDA programs will be provided by a HUD-certified housing
counselor and all education has been overseen by a HUD certified housing counselor. The Agency,
including the directors, partners, officers, principals, or employees, has been screened in accordance with
24 CFR 214.103(c). I certify that the agency and the agency’s employees have not been convicted for a
violation under federal law relating to an election of a federal office, 24 CFR 214.311(c)(1). I am aware
that any false, fictitious, or fraudulent information, or the omission of any material fact, may subject me
to criminal, civil or administrative penalties for fraud, false statements, false claims or otherwise. (U.S.
Code Title 18, Section 1001 and Title 31, Sections 3729 – 3730 and 3801 – 3812).
______________________________________ _______________________
Authorized Official’s Name Title
______________________________________ _______________________
Signature Date
☐ Elect to use a Federally Approved
Negotiated Indirect Cost Rate Agreement
(“NICRA”) _____________%
☐ Choose neither De minimis or NICRA
TOTAL:$0.00 (not to exceed $45,000)
MICHIGAN STATE HOUSING DEVELOPMENT AUTHORITY
HOUSING EDUCATION PROGRAM
2024-2025 GRANT AGREEMENT
WITH
Oakland County
This 2024-2025 HOUSING EDUCATION PROGRAM GRANT AGREEMENT (this
³Agreement´ is made and entered into as of the 7/1/2024 , by and between the MICHIGAN
STATE HOUSING DEVELOPMENT AUTHORITY, a public body corporate and politic, located at
735 E. Michigan Avenue, Lansing, Michigan 48912 (the "Authority" or ³MSHDA´ and Oakland
County located at 250 Elizabeth Lake Road, Suite 1900 Pontiac, Michigan 48341 ³Grantee´
(collectively, the ³Parties´ to set forth the terms and conditions under which the Authority will provide
grant assistance to Grantee to carry out the Authority¶s Housing Education Program ³HEP´or the
³Program´ subject to the availability of funds, terms, conditions, and limitations as set forth herein (the
³Grant´
RECITALS
The Authority¶s Homeownership Division created the Housing Education Program ³HEP´
the purpose of which, is to facilitate education for persons seeking to rent, purchase or retain a
home. The HEP partners with housing counseling agencies ³Agency´or ³Agencies´ to
provide to individuals residing in Michigan ³Clients´ access to housing education and
counseling to help them make informed choices about homeownership. Additionally,
Agencies may provide assistance to current homeowners or renters who are in need of
foreclosure counseling, rental counseling and other related housing counseling. To be eligible
as a HEP-partner, an Agency must complete HEP enrollment requirements, including but not
limited to, completion of a Annual Profile Review, which must be acceptable to the Director
of Homeownership (the ³Annual Profile Review´
A.
HEP-2024-Oakland Coun-0017
7/1/2024
$17,855.00
GRANT NO.
EFFECTIVE DATE:
MAXIMUM GRANT AMOUNT:
The Grantee has represented to the Authority that it fully intends to undertake or continue a
program planning for or implementing housing education for persons seeking to purchase or
retain a home.
B.
The Authority must assure that funds are being used for purposes and in a manner that are in
accordance with the Act 346 of the Michigan Public Acts of 1966, as amended and the
Authority's General Rules, which are incorporated herein by reference
C.
NOW, THEREFORE, in consideration of and as a condition to receiving the Grant, the
Grantee agrees that:
1.Subject to Act and Rules. The Authority has been created and authorized under Act 346 of
the Michigan Public Acts of 1966, as amended (the "Act"). All actions of the Grantee are
MSHDA Housing Education Program Grant Agreement pg. 1
subject to the terms of this Agreement, the provisions of the Act and the Rules of the
Authority, being R 125.101, et seq (the ³Authority Rules´ The terms and conditions set forth
herein are a reasonable and appropriate means to assure the use of Grant funds in accordance
with the Act and the Authority Rules. All aspects of the Grantee's plan for the use of the
Grant are specifically described in and attached hereto as Exhibit A, which is incorporated
herein, and the Grantee will operate as described in Exhibit A, which may be amended by the
Authority from time to time.
Review by the Authority. The Grantee¶s activities shall be subject to the review and, in the
Authority¶s discretion, audit by Authority staff to ensure compliance with this Agreement, the
Act, the Authority Rules, and the Grantee shall provide any books, records or documents in
such form and at such place as the Authority may request.
2.
Program Requirements. The Grantee shall, in a satisfactory and proper manner as
determined by the Authority, render the services described in the HEP Housing Counseling
Program Agreement entered into between the Authority and HUD, the HEP Housing
Counseling Handbook, as amended from time to time, and the Program Requirements
incorporated herein and attached as Exhibit A.
3.
Term. The effective date of this Agreement is 7/1/2024 ³Effective Date´ Unless
otherwise modified, suspended, or terminated by the Authority, as defined herein, this
Agreement shall remain in effect until such time as the Grantee has: 1) expended or returned
to the Authority the funds authorized hereunder or 2) 6/30/2025 whichever occurs first
³Date of Completion´
4.
5.Grant Funds Disbursement. The total amount of grant assistance to be paid by the Authority
to the Grantee under this Agreement shall not exceed $17,855.00 (Seventeen Thousand
Eight Hundred and Fifty-Five Dollars) for costs to facilitate Housing Education Services
for clients seeking to purchase or retain a home. The Grantee agrees that disbursement(s)
under this Agreement shall be made in accordance with Authority established schedules and
procedures (the ³Disbursement´ The Grantee further agrees that in the event no funds are
advanced or disbursed (hereafter ³advanced´and ³disbursed´are individually and
collectively referred to as ³Disbursed´ within ninety (90) days of the effective starting date
as defined herein, the funds authorized pursuant to this Agreement shall be subject to
recapture by the Authority. Further, in no event will any Disbursement be made after a written
notice by the Authority to the Grantee of a violation of this Agreement, and the violation has
not been corrected to the satisfaction of the Authority. If a Disbursement is made pursuant to
this Agreement for a specific purpose and is not used by the Grantee for that purpose due to
conditions that make it impossible to use as provided herein, or if the Grantee decides not to
use the money, upon such disbursal or upon such decision, the Disbursement shall be returned
to the Authority immediately.
Responsibility for Costs. The Grantee assumes responsibility for any and all costs to
implement the Program exceeding the amount of the Grant. If the costs of implementation
exceed the amount of the Grant, the Grantee will arrange for all additional funding necessary
to complete the Program. If the Grantee is unable to obtain the necessary additional funding,
or firm commitments for such funding, the Grantee will not proceed with the Program and
will return all Grant proceeds to the Authority.
6.
Permits, Licenses, and Annual Profile Review. The Grantee and all contractors,
subcontractors, subgrantees, and subrecipients shall be responsible for obtaining any and all
permits, licenses, and other proper authorization or permission-related documents required for
the performance of this Agreement. Additionally, the Grantee shall complete HEP enrollment
requirements, including, but not limited to, completion and approval of an annual profile.
7.
MSHDA Housing Education Program Grant Agreement pg. 2
8.Insurance. The Grantee and all contractors, subcontractors, subgrantees, and subrecipients
shall maintain and furnish proof of the following insurances during the term of this
Agreement insuring the interests of all parties to this Agreement against any and all claims
which may arise of the of the Grantee¶s, contractor¶s, subcontractor¶s, subgrantee¶s, or
subrecipient¶s operations under this Agreement: public liability insurance, property damage
insurance, worker¶s compensation insurance, employee dishonesty insurance, and
professional liability insurance sufficient in an amount to provide coverage for any errors or
omissions arising out of the performance of this Agreement. In the Authority¶s discretion, the
Grantee may be required to furnish proof of insurance, which includes, but is not limited to,
copies of certificates of insurance and copies of full policies, including all riders and
endorsements. If, during the term of this Agreement, changed conditions should, in the
judgment of the Authority, render inadequate the Grantee¶s current insurance limits, the
Grantee shall furnish to the Authority proof of additional insurance as may be required. All
insurance required under this Agreement shall be acquired at the Grantee¶s expense, under
valid and enforceable policies, issued by insurers of recognized responsibility. The Authority
reserves the right to reject as unacceptable any policy and/or insurer.
Disclosures. If any member of the Grantee¶s Board of Directors or staff or the Grantee¶s
agent, consultant, officer, or elected or appointed official has a conflict of interest or an
identity of interest in the form of a financial interest or in the form of a common immediate
family relationship with (a) any of the staff persons hired, (b) any of the persons or
13.
Non-Discrimination. Subject to applicable laws, the Grantee agrees that all activities assisted
pursuant to the terms and conditions of this Agreement shall be open to all regardless of age,
height, weight, marital status, sex (including sexual orientation and gender identity or
expression), race, color, religion, or national origin, partisan considerations, or a disability or
genetic information, and that all contractors, subcontractors, sub-grantees, and sub-recipients
involved shall take affirmative action to assure an equal opportunity for employment, without
discrimination as to age, height, weight, marital status, sex (including sexual orientation and
gender identity or expression), race, color, religion, or national origin, partisan considerations,
or a disability or genetic information that is unrelated to the person¶s ability to perform the
duties of a particular job or position.
12.
Protection of Persons and Property. The Grantee and all contractors, subcontractors,
subgrantees, and subrecipients shall secure all necessary certificates and permits from
municipal or other public authorities as may be required in connection with the performance
of this Agreement.
11.
Procurement Transactions. The Grantee shall ensure that all procurement transactions shall
be conducted in a manner that provides for open and free competitions in a manner consistent
with local, state and federal law. The Grantee hereby agrees that payment for services,
supplies or materials shall not exceed the amount ordinarily paid for such services, supplies or
materials in the area where the services are rendered or the supplies or materials are furnished.
2007 PA 95, MCL 38.68c. The Grantee and its employees, agents, and independent
contractors acknowledge 2007 PA 95, MCL 38.68c, as amended, requires retirees of the State
Employees Retirement System (i.e., former state employees who have pensions with the State
of Michigan) ³Pensioned Retirees´ who become employed by the State, either directly or
indirectly through a contractual arrangement with another party, on or after October 1, 2007,
to forfeit their right to receive a retirement allowance for the duration of their state
reemployment and the retirement system shall stop payment of the retirement allowance
during their state reemployment. Effective October 2, 2010, ³employed by the state´includes
engagements of pensioned retirees as independent contractors
10.
9.
MSHDA Housing Education Program Grant Agreement pg. 3
15.Recapture and Reallocation. The Grant funds under this Agreement shall also be subject to
recapture and reallocation by the Authority if, at any time, the funds are not used in
accordance with terms and conditions of this Agreement.
The Grantee hereby agrees that an election by the Authority to pursue any one remedy shall
not be construed to preclude or be a waiver of the right to pursue any other remedy available
to it. The Authority reserves the right to pursue all remedies available to it to cure any
violation of this Agreement.
Violation of Agreement. In the event of a violation of any of the provisions of this
Agreement, the Authority will notify the Grantee in writing of the violation and the Grantee
will have a 30-day period in which to correct the violation. In the event the violation is not
corrected to the satisfaction of the Authority within the time prescribed herein, the Authority
may:
14.
households to be assisted directly or indirectly with the funds, or (c) the persons and/or
businesses retained to perform technical services hereunder or with persons or businesses
providing supplies or services for which funds are being disbursed under this Agreement, the
Grantee shall make written disclosure to the Authority of the nature and extent of the
relationship to the Authority prior to contacting with such persons and/or businesses or hiring
them. The Grantee further agrees not to enter into any contractual relationship with any of the
persons or entities listed above unless it has received written approval from the Authority
and/or HUD as applicable. The Grantee and its Board of Directors, staff, agent, consultant,
officer, or elected or appointed official shall also comply with all applicable HUD
requirements and regulations regarding conflict of interest, including but not limited to, 24
CFR 85.36 or 24 CFR 84.42.
a.
b.
immediately terminate the Grant, without further notice, in a writing
signed by the Authority's Executive Director; and
pursue any and all available remedies provided at law or in the Act.
Termination. The Authority may terminate this Agreement, in whole or in part, at any time
before the Date of Completion, whenever it is determined that the Grantee has failed to
comply with the conditions of this Agreement or in the event that funds are no longer
available to the Authority. The Authority shall promptly notify the Grantee in writing of the
determination and the reasons for the termination, together with the effective date of
termination. Payments made to recipients or recapture of funds by the Authority shall be in
accordance with the legal rights and liabilities of the parties.
16.
Suspension from the Program. If the Authority discovers (a) evidence of improper billing
by the Grantee, (b) evidence of Grantee¶s failure to provide the services required under this
Agreement, (c) evidence of Grantee¶s failure to comply with this Agreement, or (d) funds are
no longer available to the Authority, the Authority may, at its discretion, suspend the Grantee
from the Program and prevent further electronic funds transfer or prohibit the Grantee from
incurring additional obligations of grant funds, pending corrective action by the Grantee,
resumption of funding from the Authority, or a decision to terminate in accordance with this
Agreement. The Authority will notify the Grantee of the suspension in writing. The
Authority will not pay the Grantee for any services rendered during the suspension period. If
the Grantee is suspended, the Grantee will remain suspended until the earlier of (a) the
Authority¶s sole determination that the problems leading to the suspension are not material or
have been resolved to the satisfaction of the Authority, (b) the termination of this Agreement
by the Authority, or (c) the expiration of this Agreement.
17.
MSHDA Housing Education Program Grant Agreement pg. 4
Record Keeping. Subject to the State of Michigan Records Retention and Disposal Schedule
for the Authority¶s Homeownership Division, as amended, the Grantee shall retain all
financial records, personnel records, supporting documents, statistical records, and all other
pertinent records for a period of three years, or for a longer period of time if required by state
or federal law, or if there is a legal dispute or an open audit, records need to be retained at
least until that dispute or audit is resolved. The retention period shall commence from the date
that the Grantee is notified in writing that the Authority has completed its final review of the
activities described and stated in Exhibit A, which is attached and incorporated herein by
reference. These records will be made available for audit proposes to the Authority and the
Auditor General of the State of Michigan, or any authorized representative.
18.
Submission of Reports. The Grantee shall prepare and submit reports and documents relating
to and supportive of the activities described in Exhibit A as may be required by the Authority.
All reports, correspondence, and documents required under this Agreement shall be submitted
to:
19.
Authority:
Grantee/Address:
Michigan State Housing Development Authority
Homeownership Counseling
735 E. Michigan Avenue, PO Box 30044
Lansing, MI 48909
Oakland County
250 Elizabeth Lake Road, Suite 1900
Pontiac, Michigan 48341
20.Availability of Documents. The Grantee hereby agrees that the activities described in Exhibit
A and all documents relating to and supportive of said activities, including but not limited to
specifications of funds expended, shall be freely available to the Authority or its authorized
representatives for review by the Authority to ensure conformity with the terms of this
Agreement, and state and federal requirements, as applicable.
21.Severability of Provisions. It is declared to be the intent of the Parties that if any provision of
this Agreement executed by both Parties or its application to any persons or circumstances is
adjudged by any court of competent jurisdiction to be invalid, the court¶s judgment shall not
affect or invalidate the remainder of this Agreement nor its application to other persons or
circumstances, unless so provided by the court or unless the severance of the invalid provision
alters the basic intent or purpose of this Agreement, would cause an increase of the
Authority¶s financial obligation, or renders impossible the compliance with any applicable
statute, regulation, limitation, guideline, policy.
Amendments. This Agreement may only be amended by a written agreement signed by the
Authority and the Grantee.
22.
Liability. The Authority, the State of Michigan, their officers, agents, and employees shall
not, in any manner, be liable for any loss or damages connected to or resulting from activities
implemented under this Agreement; nor to any materials, equipment, or other property that
may be used or employed in connection herewith, or for any injury or damages to any person
whether an employee of the Grantee or otherwise.
23.
Indemnification. The Grantee agrees to indemnify, defend, and hold harmless the Authority,
the State, their officers, agents, and employees from any and all claims and losses occurring
or resulting, to any and all Grantees, contractors, subcontractors, sub-grantees, sub-recipients,
24.
MSHDA Housing Education Program Grant Agreement pg. 5
materials providers, laborers, and any other person, firm, or Grantee furnishing or supplying
work, services, materials, or supplies in connection with negligent performance under this
Agreement, and from any and all claims and losses occurring or resulting to any person, firm,
or Grantee who may be injured or damaged by the Grantee's contractor's, subcontractor's, or
sub-grantees, or sub-recipients negligence in the performance of this Agreement; and against
any liability, including costs and expenses, for violation of proprietary rights, copyrights, or
rights of privacy.
25.Notices. Any notices sent under the terms of this Agreement will be sent to the parties at their
addresses listed above. Any notice to the Authority shall also be sent to Director of Legal
Affairs, 735 E. Michigan, P.O. Box 30044, Lansing, MI 48909. Notice shall be deemed to
have been given (a) on the third business day after sending by first class U.S. Mail, postage
prepaid; (b) on the next business day after sending by national overnight courier service; and
(c) on the same day if hand delivered to the party's address.
Miscellaneous. This Agreement shall be governed by Michigan law and shall be binding
upon the Grantee¶s successors, assigns, and legal representatives. This Agreement and the
rights and obligations of the parties under this Agreement may not be assigned or delegated
by either party without the prior written consent of the other party, and any purported
assignment without such consent shall be void. This Agreement and all exhibits hereto
constitute the entire agreement between the parties. All records pertinent to this Agreement
are subject to public disclosure under the Michigan Freedom of Information Act; 1976 PA
442; MCL 15.231 et seq. The Grantee shall insert the provisions of this section into any
subcontract entered into to accomplish the terms of this Agreement. The Grantee agrees that
the Authority may, at its own discretion and with the written concurrence of the Grantee,
increase or decrease the amount of funds available to the Grantee under this Agreement by
amending the program description, program budget, and special conditions contained in
Exhibit A. The Grantee further agrees that any such increases or decreases shall be governed
by the terms of this Agreement and such other statutory, regulatory, or contractual
requirements now or hereafter in effect for the receipt and expenditure of the funds as
administered by the Authority.
26.
Counterparts. This Agreement may be executed in one or more counterparts (including by
means of electronic transmission in portable document format (pdf) or comparable electronic
transmission), each of which shall be deemed an original and all of which together shall
constitute one and the same agreement, binding on all of the parties hereto, notwithstanding
that all the parties are not signatories to the original or the same counterpart.
27.
REMAINDER OF PAGE INTENTIONALLY LEFT BLANK
MSHDA Housing Education Program Grant Agreement pg. 6
IN WITNESS WHEREOF the Authority and the Grantee have executed this Agreement as of the
date first above written.
MICHIGAN STATE HOUSING DEVELOPMENT AUTHORITY
Date: By:
Carol Brito
Program and Business Development Manager
MSHDA Housing Education Program Grant Agreement pg. 7
Printed Name:
Title:
Date: By:
Oakland County
MSHDA Housing Education Program Grant Agreement pg. 8
EXHIBIT A
Program Requirements
Grant Term:
I.Overview
A.The purpose of the Housing Education Program Grant Agreement (the
³Agreement´ between the Michigan State Housing Development Authority¶s
³MSHDA´or ³Authority´ and Oakland County ³Grantee´ is to set forth
the terms and conditions under which the Authority will provide federal
assistance to Grantee to carry out an Authority-approved Housing Counseling
Program.
The Authority agrees to disburse to the Grantee up to $17,855.00 (Seventeen
Thousand Eight Hundred and Fifty-Five Dollars) to provide housing
education. The Grantee agrees to provide the services described in this Exhibit A
attached and incorporated into the Agreement and further agrees to comply the
Authority¶s Housing Education Program ³HEP´ Handbook.
II.Objectives, Tasks and Deadlines
A.Objectives. To successfully perform the services described in Section I above,
the Grantee shall, in a satisfactory and proper manner as determined by the
Authority, provide housing education services in accordance with the Agreement
and this Exhibit A.
1.At the execution of the Agreement and throughout the term of the
Agreement, the Grantee shall operate either as a unit of government or a
nonprofit corporation that is in good standing to do business within the
State of Michigan
2.The Grantee will provide services in accordance with Authority
Guidelines.
3.The Grantee shall maintain its status with Authority to provide the
Housing Counseling Services identified in its Agreement, thereby assuring
that all critical components of effective counseling are present for each
participant based on Authority guidelines.
4.The Grantee shall become, and maintain status as, a HUD-approved Local
Housing Counseling Agencies (LHCA), and counselors must be HUD-
certified. Ensure all Housing Counselors are deemed under HUD¶s Final
Rule.
MSHDA Housing Education Program Grant Agreement pg. 9
5.The Grantee shall ensure that only HUD-certified Counseling staff
administer workshops and/or individual counseling in accordance with
HUD requirements and Authority Guidelines.
6.Grantee shall, in consultation with the Authority, develop an evaluation
plan for their Housing Counseling Program. In addition, Grantee will
cooperate with the Authority in any review and analysis of the program.
Grantee agrees to incorporate recommendations and industry best
practices recommended by these evaluation processes. Grantee agrees to
participate in any training required by the Authority as a result of any
review. Grantee agrees that the failure to participate in a training
mandated by the Authority may result in the termination of this
Agreement and/or the recapture of funds.
The term of this Agreement shall commence on 7/1/2024 and will continue until funds
have been exhausted or the Agreement ends on 6/30/2025 , whichever occurs first. Terms
and conditions of this Agreement will apply to the MSHDA/HUD Grant Agreement: Housing
Counseling Program Grant Award.
B.Products or Milestones to be met. Agency may provide one or more of the
following services:
ONE-ON-ONE COUNSELING
Homeless Assistance
Rental Topics
Pre-purchase/Homebuying
Resolving or Preventing Forward Mortgage Delinquency or Default
Resolving or Preventing Reverse Mortgage Delinquency or Default
Disaster Preparedness Assistance
Disaster Recovery Assistance
Non-Delinquency Post-Purchase
Reverse Mortgage
GROUP EDUCATION
Financial literacy workshop, including home affordability and
budgeting
Predatory lending, loan scam or other fraud prevention
workshop
Fair housing workshop
Homelessness prevention workshop
Rental workshop
Pre-purchase homebuyer education workshop
Non-delinquency post-purchase workshop, including home
maintenance and/or financial management for homeowners
Resolving or preventing mortgage delinquency workshop
Disaster Preparedness Assistace Workshop
Disaster Preparedness Recovery Assistance Workshop
C.C. Deadlines for Completing Objectives.
MSHDA Housing Education Program Grant Agreement pg. 10
Standards for PerformanceIII.
The term of the Agreement shall commence on 7/1/2024 and will
continue until funds have been depleted or the Agreement ends on
6/30/2025 , whichever occurs first.
A.If Grantee provides services for which a fee is charged to the client, Grantee
must submit a copy of its fee structure for the Authority¶s approval with this
Agreement.
The Grantee shall perform the tasks/activities and complete the objectives in accordance with
the following standards:
B.Grantee must utilize a HUD-approved Client Management System, and the
agency actively protects the confidentiality of each client¶s personal and financial
information, including credit reports, regardless of whether the information is
received from the client or from another source or is collected electronically or
on paper. Grantee shall not disclose such information to anyone other than the
Authority or other parties to whom the client consents to on the release of the
information.
C.Grantee is required to submit Time Tracking Reports and supporting
documentation of expenses into the Authority¶s IGX billing system, utilizing
Time Activity Reports ³TAR´s) or any other HUD compliant time tracking
form, and provide documentation such as invoices based on the Authority
requirements.
D.All Housing Counseling Agencies ³HCA´s) participating in HUD's Housing
Counseling Program are required to use a Client Management System ³CMS´
that interfaces with HUD's Housing Counseling System ³HCS´ A CMS is a
commercial or self-developed online housing counseling application that
automates much of the housing counseling process, including client intake, file
maintenance, financial and credit analysis, outreach, client notification, and
reporting. Automated data transfer from each agency¶s CMS to HUD¶s HCS,
replacing the manual input process.
1.Administrative Costs which must be supported by documentation
such as invoices, fully loaded hourly rate calculation forms.
Documentation of the agency¶s election to direct a portion of their
award to Indirect Costs through either a 10% De Minimis or
governmentally approved Negotiated Indirect Cost Rate agreement
³NICRA´ must be submitted. Grantee must be maintained by
Grantee for audit purposes.
E.The Grantee must submit or upload documentation of the following items and
incorporate any reporting changes HUD and/or the Authority may deem
necessary throughout the Agreement period:
2.Invoices for actual use of funds.
3.Indirect Expenses (optional 10% of modified total direct cost rate)
or an approved Negotiated Indirect Cost Rate Agreement
³NICRA´
MSHDA Housing Education Program Grant Agreement pg. 11
F.By submitting invoices in the MATT 2.0 billing system, Grantee certifies to the best
of Grantee¶s knowledge and belief that the report is true, complete and accurate and
the expenditures, disbursements and cash receipts are for the purposes and
objectives set forth in the terms and conditions of the State or Federal award,
including this Agreement. Grantee is aware that any false, fictitious, or fraudulent
information or the omission of any material fact, may subject Grantee to criminal
civil or administrative penalties for fraud, false statements, false claims, or
otherwise.
G.Grantee will meet with Authority staff to discuss program progress.
H.Grantee must meet the following billing thresholds:
a. 25% - 3 months
b. 50% - 6 months
c. 75% - 9 months
d. 100% - 12 months
I.Grantee will make counseling services available to persons with disabilities and
persons with limited English proficiency.
J.Grantee will comply with the Fair Housing Act, the privacy requirements of the
Gramm-Leach-Biley Act 15 USC, Subchapter I, Sec. 6801-6809 and the Real
Estate Settlement Procedures Act.
K.Grantee will comply with the local, state, and federal laws pertaining to
discrimination, including, but not limited to, the Fair Housing Act (42 U.S.C.
3601-19) and implementing regulations; Title VI of the Civil Rights Act of 1964
(42 U.S.C. 2000d-2000d-4) and implementing regulations; Title VIII of the Civil
Rights Act of 1968 (as amended by the Fair Housing Amendments Act of 1988)
and implementing regulations; the Age Discrimination Act of 1975 (42 U.S.C.
6101-07) and implementing regulations; Title II of the Americans with
Disabilities Act (42 U.S.C. 12101, et seq); the Elliott-Larsen Civil Rights Act;
and the Michigan Persons With Disabilities Civil Rights Act.
L.Grantee will utilize a secure Client Management System as a data repository for
client information.
MSHDA Housing Education Program Grant Agreement pg. 12
CAUTION: This message is from a sender outside of the Oakland County organization.
Do not click links or open attachments unless you recognize the sender and know the
content is safe.
From:Gilman, Tara (MSHDA)
To:Gilman, Tara (MSHDA)
Subject:UPDATE BUDGET FORM ATTACHED- FY24/25 HEP Housing Counseling Grant Award Announcement
Date:Tuesday, June 25, 2024 8:44:56 AM
Attachments:Budget Form 24-25.docx
Importance:High
UPDATE- Budget Form Attached
****************************************************************************************
**********
Congratulations, MSHDA has conditionally awarded your agency a Fiscal Year (FY24/25) HEP grant.
MSHDA’s board approved our FY24/25 HEP budget Thursday, June 19th in the amount of $500,000.
MSHDAs grant award will be used to fund a total of 28 HEP Subgrantees.
Your Total Award amount = $17,855
Period of Performance: July 1, 2024 to June 31, 2025
If your agency contact information on the grant agreement needs to be changed or updated, please
click here to notify us, we will correct it right away. If everything is in order, please complete the
following steps noted below. The grant agreement MUST be uploaded and submitted within IGX
through your agency’s Authorized Official account.
NEXT STEPS:
I. Please scan the following two (2) documents as one complete pdf. You will upload this under
the Grant Agreement Forms Section
a. Your Signed Grant Agreement (Signature page only)
b. Revised Budget based on funding award using the attached form.
II. Change the status to 'Specialist Document Review'.
III. MSHDA will receive automatic notification through IGX once your grant agreement and
budget are submitted. We will then take care of the subsequent steps. After MSHDA finishes
the process, your grant will be labeled as "grant executed." You can begin the billing process
at this point.
REPORTING & COMPLIANCE:
We will be sending you an email outlining the monthly reporting requirements, including important
details from your CMS and essential compliance information. Please expect it to arrive in your inbox
by July 1st.
We congratulate you again on your award and appreciate your continued partnership! Should you
have any questions, please do not hesitate to contact us; we are here to assist you!
Carol Brito – BritoC@michigan.gov
Veronica Depotty – DepottyV@michigan.gov
Tara Gilman – GilmanT@michigan.gov
MICHIGAN STATE HOUSING DEVELOPMENT AUTHORITY
HOMEOWNERSHIP DIVISION
AUTHORIZED SIGNATURE
DESIGNATION FORM
As the highest elected official of Oakland County, I designate the following individual(s) as
Authorized Signer(s) for Grant #: HEP-2024-Oakland Coun-0017 to sign the associated Grant
Agreement, submit FSR payment requests and Grant Amendments, if applicable, for the
aforementioned grant.
Date:
Authorized Signer Printed Name:
Title:
Date:
Authorized Signer Printed Name:
Title:
Date:
Authorized Signer Printed Name:
Title:
APPROVED BY HIGHEST ELECTED OFFICIAL:
GRANT REVIEW SIGN-OFF –Health & Human Services – Neighborhood & Housing
Development
GRANT NAME: MSHFA 2024-2025 Housing Education Program AWD00508
FUNDING AGENCY: Michigan State Housing Development Authority (MSHDA)
DEPARTMENT CONTACT: Samantha Ferguson (248)858-5312
STATUS: Grant Acceptance (Greater than $10,000)
DATE: 07/12/2024
Please be advised that the captioned grant materials have completed internal grant review. Below are the returned
comments.
The Board of Commissioners’ liaison committee resolution and grant acceptance package (which should include this sign-
off and the grant agreement/contract with related documentation) should be downloaded into Civic Clerk on the next
agenda(s) of the appropriate Board of Commissioners’ committee(s) for grant acceptance by Board resolution.
DEPARTMENT REVIEW
Management and Budget:
Approved – Sheryl Johnson (07/12/2024)
Human Resources:
Approved by Human Resources. Continues partial funding of 3 FTE positions with no changes. HR action not needed. –
Heather Mason (07/09/2024)
Risk Management:
Approved. Updated Agreement allows the County to self-insure. - Robert Erlenbeck (07/09/2024)
Corporation Counsel:
Approved. The updated agreement, with the new paragraphs 8 and 24, regarding insurance and indemnity, is approved.
– Christopher Ammerman (07/10/2024)
Oakland County, Michigan
HEALTH AND HUMAN SERVICES DEPARTMENT/NEIGHBORHOOD AND HOUSING DEVELOPMENT DIVISION - PY 2024-2025 HOUSING EDUCATION PROGRAN FROM THE MICHIGAN STATE HOUSING DEVELOPMENT AUTHORITY HOUSING
Schedule "A" DETAIL
R/E Fund Name Division Name
Fund #
(FND)Cost Center (CCN) #
Account #
(RC/SC)
Program #
(PRG)Grant ID (GRN) #
Project ID #
(PROJ)
Region
(REG)
Budget
Fund
Affiliate
(BFA)
Ledger
Account
Summary Account Title
FY 2024
Amendment
FY 2025
Amendment
FY 2026
Amendment
R Housing & Community Developmet Neighborhood & Housing Development FND11006 CCN1060702 RC615571 PRG132210 GRN-1004428 615000 State Operating Grants $17,855 $-$-
Total Revenues $17,855 $-$-
E Housing & Community Developmet Neighborhood & Housing Development FND11006 CCN1060702 SC702010 PRG132210 GRN-1004428 702000 Salaries $11,614 $-$-
E Housing & Community Developmet Neighborhood & Housing Development FND11006 CCN1060702 SC722740 PRG132210 GRN-1004428 722000 Fringe Benefits 6,241 --
Total Expenditures $17,855 $-$-