HomeMy WebLinkAbout1995-08-22 - AGENDA REPORTS - HOME PGM FOR DISASTER RELIEF (2)AGENDA REPORT
WagerApal:
George A. Carav o
Item to be presented by:
Mike Haviland
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DATE: August 22,1995
SUBJECT: HOME Program for Disaster Relief
DEPARTMENT: Community Development
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The City's award of HOME Program for Disaster Relief funds was partly based upon the City's
ability to administer this program. Since the City does not have this capability in house, the
application for these funds stated that the City would enter into a contract with a specialist to
administer the program. As a result, Requests for Proposals (RFP) were solicited from
professionals with demonstrated experience in implementing the HOME Program.
The RFP sought aspecialist with the ability to provide for immediate administration of the City's
HOME Program for Disaster Relief, including providing such services as general program
administration, inspections, work write ups, loan application intake and processing, loan
servicing, and disbursements.
The announcement of the RFP was advertised in local papers, and mailed to a list of firms who
have previously expressed an interest in working for the City. Over a dozen firms contacted staff
for copies of the RFP. Of these firms, six submitted proposals, which were reviewed at the staff
level. Reference checks were made of the six firms, and three firms were asked to compete in the
interview phase of the selection process.
A panel was assembled to interview the most qualified firms. The panel consisted of City
Councilmember Clyde Smythe Councilmember Jan Heidt, and Ken Pulskamp, Assistant City
Manager. Sarona Becker, Administrative Analyst, observed the panel interviews. Panelmembers
were provided with copies of each proposal prior to the interviews, and were encouraged to ask
questions regarding any part of any proposal or presentation.
On July 24, 1995, the panel participated in a half-day interview process involving the following
three housing firms: Comprehensive Housing Services, Inc. of Fountain Valley; United States.:
Escrow, Inc. Of Downey; and the Regency Capital and Money Center Inc. Of Lancaster.. These
firms were "short listed" based on their reputations and experience with similar housing
implementation and analysis -type projects.
The firm of United States Escrow was selected by the panel to administer the City's HOME
Program for Disaster Relief based on several factors. USE has considerable experience in
administration of the HOME Program, specifically in the Cities of Ontario, Santa Ana, San
Bernardino. USE has also provided rehabilitation loan services to the Cities of Fontana, Thousand
Oaks, and Ventura, and has worked to administer contracts under the California Disaster
Assistance Program following the Whittier Earthquake, the San Francisco Earthquake, and the
Oakland Fire.
Staff is recommending that the City Council authorize a contract for professional services with
United States Escrow, at a cost not to exceed $71,025. The source of funds for this contract will be
the HOME Program for Disaster Relief, a portion of which is allowed for administration expenses.
A proposed contract and scope of work which have been agreed upon by United States Escrow
are available in the reading file in the City Clerk's office.
Staff recommends that the City Council authorize a contract with United States Escrow to
administer the City s HOME Program for Disaster Relief for an amount not to exceed $71,025,
home\082295.agn
AGREEMENT FOR
HOUSING CONSULTING SERVICES
between
THE CITY OF SANTA CLARITA
and
UNITED STATES ESCROW
THIS AGREEMENT is made and entered into this day of 1995, by and
between the City of Santa Clarita (hereinafter called "Agency"), and United States Escrow., a
California professional corporation (hereinafter called "Consultant").
RECITALS
WHEREAS, Agency desires to undertake the Home Investment Partnerships (HOME) Program for
Disaster Relief, a program that provides rehabilitation loans to low income home owners, which
services require a level of staff support presently unavailable to Agency; and
WHEREAS, Consultant represents that it is qualified to perform the services contained, it is
mutually agreed between the parties as follows:
NOW, THEREFORE, and in consideration of mutual covenants hereinafter contained, it is
mutually agreed between the parties as follows:
COVENANTS
ARTICLE I. SCOPE OF SERVICES
Consultant shall perform professional services as are directed by the authorized Agency
representatives, and as described in the attached Exhibit A.
ARTICLE II. AMENDMENTS TO SCOPE OF SERVICES
Agency may request changes in the Scope of Services to be performed hereunder. Such changes,
including any increase or decrease in the rate of Consultant's compensation, shall be mutually
agreed upon by and between Agency and Consultant and shall be incorporated in written
amendments to this Agreement.
ARTICLE III. CONSULTANT'S COMPENSATION AND METHOD OF PAYMENT
For services provided pursuant to Article I, of this Agreement, Consultant shall be compensated
at the rates attached hereto as Exhibit "B", payable within thirty (30) days following receipt of
Consultant's invoice.
Invoices will describe services provided and the time required for each service. Sum total of all
Consultant's invoices shall not exceed seventy one thousand and twenty five dollars ($71,025.00).
ARTICLE IV. TIME OF PERFORMANCE
Consultant agrees that it will diligently and responsibly pursue the performance of the services
required of him by this Agreement. If a delay beyond the control of Consultant is encountered,
a time extension mutually agreed upon in writing by Agency and Consultant may be granted.
Consultant shall present documentation satisfactory to Agency to substantiate any request for a
time extension.
ARTICLE V. COOPERATION BY AGENCY
All information, data, reports, records, and maps as are existing, available and necessary for
carrying out the work as outlined in the Scope of Services shall be furnished to Consultant without
charge by Agency. Agency shall cooperate with Consultant in every way possible to facilitate,
without undue delay, the work to be performed under this Agreement.
ARTICLE VI. DESIGNATED REPRESENTATIVES
The following individuals are hereby designated as representatives of Agency and Consultant
respectively to act as liaison between the parties:
City of Santa Clarita
Michael K. Haviland, Economic Development and Marketing Manager, Department of
Community Development
Name
Title
United States Escrow
Any change in designated representatives shall be promptly reported to the other party in order
to ensure proper coordination of the project.
ARTICLE VII. STANDARDS OF PERFORMANCE
Consultant shall comply with all applicable laws, ordinances, and codes of the federal, state, and
local governments while performing the services described herein in a good, skillful, and
professional manner.
ARTICLE VIII. OWNERSHEP OF DOCUMENTS
All reports, files, and other material prepared under this Agreement shall be and remain the
property of the Agency.
ARTICLE IX. AUTHORITY OF CONSULTANT
Consultant shall be an independent contractor and shall not incur or have the power to incur any
debt, obligation, or liability whatsoever against Agency.
Consultant shall, as required, represent the Agency as its agent in contracts, solicitations, and
negotiations concerning the implementation of the Santa Clarita HOME Program for Disaster
Relief, but Consultant shall be without authority to bind Agency in any way with respect to terms,
conditions, sale prices, times of performance, or any other matter related to Agency's legal liability
or performance with respect to the implementation of the Santa Clarita HOME Program Disaster
Relief.
ARTICLE X. TERMINATION
Either party may terminate this Agreement upon thirty (30) days' written notice to the other. In
the event of such termination, Consultant shall be compensated for all services performed and
expenses incurred to the date of notice of termination as described in a written report to Agency
prepared by Consultant, less any amounts previously paid by Agency.
ARTICLE XI. NOTICES
Notice by Agency to Consultant shall be deemed delivered if sent by certified mail, return receipt
requested to United States Escrow, 8121 E. Florence Avenue, Downey, California 90240. Notice
by Consultant to Agency shall be deemed delivered if sent by certified mail, return receipt
requested to the Community Development Department, City of Santa Clarita, 23920 Valencia
Boulevard, Suite 300, Santa Clarita, California 91355.
ARTICLE XII. CONFLICT OF INTEREST
Consultant represents and agrees that Consultant has not employed any person to solicit or
procure this Agreement, and has not made, and will not make, any payment of any agreement for
the payment of any commission, percentage, brokerage, contingent fees, or other compensation
in connection with the procurement of this Agreement. Consultant further represents and agrees
that he has not now, and will not, acquire any interest, direct or indirect, present or prospective,
in any of the property acquired by Agency, during the term of this Agreement. Consultant further
represents that it has not employed, and will not employ in connection with work to be performed
hereunder, any person having an interest, direct or indirect, in any of the property acquired by
Agency during the term of this Agreement and Consultant will notify Agency of and will not work
on any projects which may represent or appear to represent a conflict of interest with any other
municipal client of Consultant.
ARTICLE XIII. INSURANCE REQUIREMENTS
Consultant shall obtain and maintain during the life of this Agreement automobile liability,
including owned, hired, and non -owned vehicles, except as may be stricken out by Agency.
Endorsement shall be obtained for the policies providing the above insurance for the following
provisions:
1. Additional Insureds
"The City of Santa Clarita, Santa Clarita, California, its elected and
appointed boards, officers, agents, and employees are additional insureds
with respect to this subject project and contract with Agency."
2. Notice
"Said policy shall not terminate, nor shall it be canceled, nor the coverage
reduced, until thirty (30) days after written notice is given to Agency."
Limits
The policy limits shall have minimum coverage per occurrence as follows:
$100,000 - Property Damage;
$250,000 - Injury to One Person/Any Once Occurrence; and
$500,000 - Injury to More Than One Person/Any One Occurrence
In addition to the insurance coverage in the paragraphs above, Consultant shall obtain and
maintain, during the life of this Agreement, Workers' Compensation Insurance in statutory
amount. All of the endorsements which are required above shall be obtained for the policy of
Workers' Compensation Insurance. Consultant shall provide to Agency certificates of insurance
showing the insurance coverage described in the paragraphs above, in a form and content
approved by Agency, prior to beginning work under this Agreement.
ARTICLE XIV. INDEMNIFICATION CLAUSE
Neither party hereto shall be liable for any damages proximately resulting from the negligent or
wrongful actions or omissions of the other parties, employees, agents, or contractors performing
under this Agreement, and each party shall indemnify, defend, and save harmless the other party
from such damages or liability.
ARTICLE XV. ENTIRE AGREEMENT
This Agreement shall constitute the entire Agreement between the parties. Any amendments to
or clarification necessary to this Agreement shall be in writing and acknowledged by both parties
to the Agreement.
ARTICLE XVI. MISCELLANEOUS
A. Attorney's Fees
If either party to this Agreement is required to initiate or defend or is made a party
to any action or proceeding in any way connected with this Agreement, the
prevailing party in such action or proceeding, in addition to any other relief which
may be granted, whether legal or equitable, shall be entitled to reasonable
attorneys' fees.. Attorneys' fees shall include attorneys' fees on any appeal, and in
addition, the party entitled to attorneys' fees shall be entitled to all other
reasonable costs for investigating such action, taking depositions and discovery
and all necessary costs the Court allows in such litigation. All such fees shall be
deemed to have accrued on commencement of such action and shall be enforceable
whether or not such action is prosecuted to judgment.
B. SfAff
Consultant agrees that each task as outlined in the work program shall be staffed
by members of Consultant's team who are qualified and have the necessary
experience to competently perform the task in a manner satisfactory to Agency.
C. Subcontracts
Consultant shall not employ subcontractors to perform the tasks required in the
work program.
No officer or employee of City shall be personally liable to the Consultant, or any
successor in interest, in the event of any default or breach by the City for any
amount which may become due to Consultant or its successor, or for breach of any
obligation of the terms of this Agreement.
This Agreement shall be construed and interpreted both as to validity and to
performance under the laws of the State of California. Any and all legal actions
concerning any dispute, claim, or matter arising out of or in relation to this
Agreement shall be instituted in the Superior Court of the County of Los Angeles,
State of California, or any appropriate Court in such County. Consultant covenants
and agrees to submit to the personal jurisdiction of such Court in the event of such
action.
IN WITNESS WHEREOF, Consultant and Agency have signed this Agreement on the date set forth
hereinabove.
Attest:
George A. Caravalho
City Manager
Date
Approved as to form
City Attorney
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City of Santa Clarita
UNITED STATES ESCROW
By:
President