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Disaster Recovery Inititiave #08-DB-D3-11-23-01-A01
GOVERNMENTAL CONTRACT BETWEEN
MIAMI-DADE COUNTY
AND THE
CITY OF MIAMI BEACH
This contract is entered into betw een Miami-Dade County, hercinaker referred to as the "County" and the City
of Miami Beach, a municipal gove rnment organized under the laws of the State of Florida hercinaker referred
to as the "Awardec'".
Tfte pa Ries agree:
L Definitions
OCED Office of Community and Economic Development or its successor
Department
24 CFR Part 570 -CDBG Federal regulations implementing Title I of the Housing and
Community Development Act of 1974, as amended -Community
Development Block Grant
Community Development A local agency that is organized to meet community development
Corporation needs with particular emphasis on the economic development,
housing and revitalization needs of low-and moderate-income area
residents and which is receptive to the needs expressed by the
community.
Low-and Moderate-Income Person A member of low•and moderate-income family i.e., a family whose
income is within specified income limits set forth by U.S. HUD.
ConUacl Records Any and all books, records, documonts, information, data, papers,
letters, materials, electronic storage data and media whether written,
printed, elecVOnic or electrical, however collected, preserved,
produced, developed. maintained, completed, received or compiled by
or al the direction of the Awardee or any subcontractor in carrying out
the duties and obligations squired by the terms of this contract,
including but not limited to financial books and records, ledgers,
drawings, maps, pamphlets, designs, electronic tapes, computer
drives and diskettes or surveys.
Federal Award Any federal funds received by the Awardee from any source during the
period of time in which the Awardee is performing the obligations set
forth in this contract.
Awardee Recipient of CDBG funds from Miami Dade County.
Subcontractor Any individual or firm hired on a contractual basis by the Awardee for
the purpose of performing work or functions cited on the Action Step
Format (Attachment "A) of this contract.
Subcontract
Any contractual agreement between a Subcontractor and the Awardec.
Department State of Florida, Department of Community Affairs
SubgrantAgreement Federally-funded Disaster Recovery InitiWtive Subgrant Agreement
entered into between the State of Florida and the County for 2005
Community Development Block Grant Supplemental Disaster Recovery
Inititatlve funds-Attachment G
1
II. The Awardee Agrees:
A. Type of Activity
The Awardee shall carry out the activities specified in Attachment A, "Scope of
Services," in the County or the focus area(s) of Miami-Dade.
B. Insurance
To comply with Miami-Dade County's insurance requirements as well as any relevant
state of Florida insurance requirements.
C. Indemnification
The Awardee shall indemnify and hold harmless the County and its officers,
employees, agents and instrumentalities from any and all liability, losses or
damages, including attorneys' fees and costs of defense, which the County or its
officers, employees, agents or instrumentalities may incur as a result of claims,
demands, suits, causes of actions or proceedings of any kind or nature arising out
of, relating to or resulting from the performance of this Agreement by the Awardee or
its employees, agents, servants, partners, principals or subcontractors. The Awardee
shall pay all claims and losses in connection therewith and shall investigate and
defend all claims, suits or actions of any kind or nature in the name of the County,
where applicable, including appellate proceedings, and shall pay all costs,
judgments, and attorney's fees which may issue thereon. Provided, however, this
indemnification shall only be to the oxtent and within the limitations of Section
768.28 Fla Stat., subject to the provisions of that Statute whereby the Awardee shall
not he held liable to pay a personal injury or property damage claim or judgment by
any one person which exceeds the sum of $100,000, or any claim or judgment or
portions thereof, which, when totaled with all other claims or judgment paid by the
Awardee arising out of the same incident or occurrence, exceed the sum of $200,000
from any and all personal injury or property damage claims, liabilities, losses or
causes of action which may arise as a result of the negligence of the Awardee. The
provisions of this section survive the termination or expiration of this agreement.
D. Documents
The Awardeo shall submit documents to OCED as described below or any other
document in whatever form, manner, or frequency as prescribed by OCED. These
will be used for monitoring progress, performance, and compliance with this
contract and for compliance with applicable County and Federal requirements.
1. Progress Reports
a. The Awardee shall submit a status report using the form attached
hereto as Attachment C, "Progress Report;' as it may be revised by
OCED, which shall describe the progress made by the Awardee in
achieving each of the objectives and action steps identified in
Attachment A, "Scope of Services."
The Awardee shall ensure that OCED receives each report in triplicate
(or as indicated) no later than April 10, 2009, July 10, 2009, October
10, 2009, January 10, 2010, April 10, 2010, July 10, 2010, and October
10. 2010.
b. Quarterly Reporting when Subcontractors are Utilized
Awardees are advised that when subcontractors or sub-consultants
are utilized to fulfill the terms and conditions of this contract, Miami-
Dade County Resolution No. 1634-93 will apply to this contract. This
resolution requires the selected Awardees to file quarterly reports as
to the amount of contract monies received from the County and the
amounts thereof that have been paid by the Awardee directly to Black,
Hispanic and Women-Owned businesses performing part of the
contract work.
Additionally, the listed businesses are required to sign the reports,
verifying their participation in the contract work and their receipt of
such monies. For purposes of applicability, the requirements of this
resolution shall be in addition to any other reporting requirements
required by law, ordinance or administrative order.
The Awardee shall submit to OCED a cumulative account of its
activities under this agreement by completing the following portions
of the Progress Report Form:
Section 1 -Status of Contracted Activities:
The Awardee must report specific information regarding the status of
the contracted activities, including accomplishments andlor delays
encountered during the implementation of the project and an
unduplicated count of clients served during the reporting period (if
applicable) for oath federally defined ethnic category. Awardees
engaged in construction andlor housing rehabilitation projects shall
report on the progress of their activities including the number of
housing units completed and occupied by low-moderate and low
income-residents. The Awardee shall also report emographic
information on each head of household. Each goal and corresponding
objective(s), as indicated in the approved Scope of Services, must be
addressed as part of this report.
Section II -Fiscal Information:
The Awardee must report expenditure information based on approved
budgeted line items to reflect all costs incurred during the reporting
period. In addition, the Awardee shall report on Program Income
Usage for each contracted activity.
Section III -Minority Business Enterprise:
Contract and Subcontract Activity Report (First and Third Quarter
Progress Report)- The Awardee shall report to OCED the number of
business activities involving minority vendors, including
subcontractors performing work under this Agreement. The "Contract
and Subcontract Activity Report" Section in Attachment C, and when
applicable Suction 3 in the same Attachment shall be completed
semiannually by the Awardee and submitted to OCED no later than
April 10, 2009, October 10, 2009, April 10, 2010 and October 10, 2010.
Section IV -Neighborhood Employment Opportunities:
Neighborhood Employment Opportunities Resort (First and Third
Quarter Progress Report) -The Awardee shall report to OCED the
number of focus and service area residents who have received
employment opportunities from federally financed and assisted
projects and activities. The Neighborhood Employment Opportunities
Report shall be submitted using the Progress Report Form attached
hereto as a Section in Attachment C, as it may be revised. This
section of the form shall be completed semiannually by the Awardee
and submitted to OCED no later than April 10, 2009, October 10, 2009,
April 10, 2010 and October 10, 2010.
The Awardee shall submit to the County, in a timely manner, any
other information deemed necessary by the County, and its
presentation shall comply with the format specified at the time of the
request. Failure to submit the Progress Reports or other information
in a manner satisfactory to the County by the due date shall render
the Awardee in noncompliance with this Article. The County may
require the Awardoe to forfeit its claim to payment requests or the
County may invoke the termination provision in this Agreement by
giving five days written notice of such action to be taken.
c. Unspecified Site(s) Objective - If the Awardee has not yet identified a
location to carry out any of the activities described in Attachment A,
the Awardee shall submit, in triplicate, Progress Reports, using the
form attached hereto as part of Attachment C, on a monthly basis
until such time as the Awardee complies with the provisions
contained within Section II, Paragraph D.4. of this contract. Copies of
the above described Progress Report shall be received by OCED no
later than the tenth (10th) busindss day of each month and shall
address the progress undertaken by the Awardoe during the previous
month. This Progress Report shall not be required if the Awardee is
submitting the Progress Reports required by Section II, Paragraph
D.1.a and Paragraph D.3.
2. Annual Report (Fourth Quarter Progress Report)- The Awardee shall submit a
cumulative status report (hereinafter referred to as "Annual Report") using
the "Progress Report" specified in Section II, Paragraph D.1.a. above, which
shall describe the progress made by the Awardee in achieving each of the
objectives identified in Attachment A during the previous year. The "Annual
Report" must cover the CDBG fiscal year of January 1 through December 31
and shall be received by OCED no later than ten days after each period the
contract is in effect.
3. Environmental Review - The Awarded immediately upon locating or
determining a site for each of the "Unspecified Site" activities to be carried
out pursuant to this contract, shall submit information detailing the location
of each site for which a Site Environmental Clearance Statement, will bd
prepared as described in Article II, Section E.S. of this contract set forth
billow. The Environmental Review is to be prepared on information
contained in Attachment E, "Information for Environmental Review."
Notwithstanding anv provision of this Agreement the parties hereto agree
and acknowledge that this Agreement does not constitute a commitment of
funds or site approval, and that such commitment of funds or approval may
occur only upon satisfactory completion of environmental review and receipt
by the County of a release of funds from the U S Department of Housingand
Urban Development under 24 CFR Part 38. The parties further agree that the
provision of any funds to the project is conditioned on the County's
determination to proceed with. modify or cancel the prOidct based on the
results of a suhsegiient environmental review.
4. Audit Report -The Awardee shall submit to OCED an annual audit report in
triplicate as required by Section II, Paragraph I of this contract as set forth
below. The Awardee shall submit a written statement from its auditing firm to
confirm that it has cleared any non-compliance issues stated in the audit, and
a written statement from the Auditor that the audit complies with all
applicable provisions of 24 CFR Part 84.26, Part 85.26 and OMB A-133.
5. Inventory Report -The Awardee shall report annually all nonexpendable
personal and real property purchased with CDBG funds from this and
previous agreements with the County as specified in Section II, Paragraph O
of this contract.
6. Affirmative Action Plan -The Awardee shall report to OCED information
relative to the equality of employment opportunities whenever so requested
by OCED.
E. Participation in the CDBG Program
1. The Awardee shall maintain current documentation that its activities meet
one of the three (3) CDBG national objectives:
a. To benefit low- and moderate-income persons;
b. To aid in the prevention or elimination of slums or blight;
c. To meet community development needs having a particular
urgency.
2. For activities designed to meet the national objective of benefit to low- and
moderate-income persons, the Awardee shall ensure and maintain
documentation that conclusively demonstrates that each activity assisted in
whole or in part with CDBG funds is an activity which provides benefit to no
less than 51% of low- and moderate-income persons.
3. The Awardee shall comply with all applicable provisions of 24 CFR Part 570
and shall carry out each activity in compliance with all applicable federal laws
and regulations described therein.
4. The Awardee agrees to comply with (a) the Uniform Relocation Assistance
and Real Property Acquisition Policies Act of 1970, as amended (URA), and
implementing regulations at 49 CFR Part 24 and 24 CFR 57 0.606(b): (b) the
requirements of 24 CFR 670.606 (c) governing the Residental
Antidisplacement and Relocation Assistance plan under section 104(d) of the
HCD Act; and (c) the requirements in 570.606 (d) governing optional
relocation policies. (The County may proomopt the optional policies). The
Awardee shall provide relocation assistance to persons (families,
individuals, businesses, non-profit organizations and farms) that are
displaced as a direct result of acquisition, rehabilitaion, demolition or
conversion for a CDBG assisted project. The Awardee also agrees to comply
with applicable County ordinances, resolutions and policies concerning the
displacement of persons from their residences.
5. For each activity or portion of activity described in Attachment A hereto for
which a location has not yet been identified, the Awardee shall obtain,
immediately after a site is identified by the Awarded, OCED's written
environmental clearance statement and shalt agree in writing to comply with
any and all requirements as may be set forth in the Site Environmental
Clearance Statement.
6. The Awardee shall make a good faith effort to address the concerns of the
residents of the affected area. The Awardee shall cooperate with OCED in
informing the appropriate CDBG citizen participation structures, including
the appropriate area committees, of the activities of the Awardee in adhering
to the provisions of this contract. Representatives of the Awardee shall
attend meetings of the appropriate committees and citizen participation
structures, upon the request of the citizen participation officers, OCED, or the
County.
7. The Awardee shall, to the greatest extent possible, give low- and moderate-
income residents of the service areas opportunities for training and
employment.
8. For activities involving acquisition, rehabilitation andlor demolition of
property and which require the relocation of families, individuals, businesses
andlor industries, the Awardee shall submit a written notification to the Urban
Development Unit of OCED prior to relocating, evacuating, andlor dispersing
any and all legal occupants who reside at this property on the basis of a long
or short term lease. When the legality of an occupant (individual, family,
business, andlor industry) is in question, the Awardee shall contact the
above mentioned unit prior to making a determination.
Awardees receiving CDBG funds shall adhere to 24 CFR part 50 andlor part
58 and to the rules and regulations of the Uniform Relocation Assistance and
Real Property Acquisition Act of 1970, as amended.
9. The Awardee shall adopt Affirrnative Marketing Procedures and requirements
for CDBG assisted projects. These procedures must consist of actions to
provide information and attract eligible persons from all racial, ethnic and
gender groups to the available services. The Awardee shall annually assess
its affirmative marketing program to determine if the procedures used to
comply with the requirements specified in Public Law 88-352 and Public Law
90-284 successfully meet these requirements. The Awardee shall submit to
OCED its Affirmative Marketing Plan no later than 60 days from the date this
Agreement is executed.
10. For any Housing activities, the Awardee shall successfully complete the
Community Development coursework conducted by the Local Initiatives
Support Corporation, which will be held at Florida International University
throughout the current contract period. The Awardee shall provide written
notification to OCED, no later than30 days after the completion of the
coursework. This requirement may be waived in the sole discretion of OCED
for Awardees who demonstrate knowledge of real estate development and
organizational management theory. OCED shall consider such waiver upon
receipt of the written request by the Awardee.
11. For Housing, Rehabilitation, and Construction activities all conditions in this
section will apply throughout the regulatory period identified in the national
objective. Throughout that period, the Awardee will be required to submit an
annual report regarding his compliance with the national objective, and
OCED will have the right to monitor the activity.
12. The Awardee shall comply with all applicable uniform administrative
requirements as described in 24 CFR 570.502
F. Federal, State, and County Laws and Regulations
I. RULES, REGULATIONS AND LICENSING REQUIREMENTS
The Awardee shall comply with all laws, ordinances and regulations
applicable to the services contemplated herein, especially those applicable to
conflict of interest and collusion. Awardees are presumed to be familiar with
all Federal, State and local laws, ordinances, codes, rules and regulations
that may in any way affect the goods or services offered, especially Executive
Order No. 11246 entitled "Equal Employment Opportunity" and as amended
by Executive Order No. 11375, as supplemented by the Department of Labor
Regulations (41 CFR, Part 60), the Americans with Disabilities Act of 1990 and
implementing regulations, the Rehabilitation Act of 1973, as amended,
Chapter 553 of Florida Statutes and any and all other local, State and Federal
directives, ordinances, rules, orders, and laws relating to people with
disabilities. The Awarded will also comply with 24 CFR Part 85, OMB A-128,
OMB A-87, and with the applicable procedures specified in OCED's Contract
Compliance Manual, which are incorporated herein by reference, receipt of
which is hereby acknowledged, and as they may be revised.
2. The Awardee shall comply with Section 504 of the Rehabilitation Act of 1973,
as amended, which prohibits discrimination on the basis of handicap; Title VI
of the Civil Rights Act of 1964, as amended, which prohibits discrimination on
the basis of rate, color, or national origin; the Age Discrimination Act of 1975,
as amended, which prohibits discrimination on the basis of age; Title VIII of
tho Civil Rights Act of 1968, as amended, and Executive Order 11063 which
prohibits discrimination in housing on the basis of race, color, religion, sex,
or national origin; Executive Ordor 11246, as amended which requires equal
employment opportunity; and with the Energy Policy and Conservation Act
(Pub.l 94-163) which requires mandatory standards and policies relating to
energy efficiency.
The Provider also agrees to comply with the Domestic Violence Leave
codified as 11A-60 et seq. of the Miami-Dade County Code, which requires an
employer, who in the regular course of business has fifty (50} or more
employees working in Miami-Dade County for each working day during each
of twenty (20) or more calendar work weeks to provide domestic violence
leave to its employees. Failure to comply with this local law may be grounds
for voiding or terminating this Agreement or for commencement of
debarment proceedings against the Provider.
3. If the amount payable to the Awardee pursuant to the terms of this contract is
in excess of $100,000, the Awardee shall comply with all applicable
standards, orders, or regulations, issued pursuant to Section 306 of the Clean
Air Act of 1970 (42 U.S.C. 1857 h}, as amended; the Federal Water Pollution
Control Act (33 U.S.C. 1251}, as amended; Section 508 of the Clean Water Act
(33 U.S.C. 1368); Environmental Protection Agency regulations (40 CFR Part
15}; and Executive Order 11738.
4. Assurance of Compliance with Section 504 of the Rehabilitation Act -The
Awardee shall report its compliance with Section 504 of the Rehabilitation Act
whenever so requested by OCED.
5. Americans with Disabilities Act (ADAI of 1990 -The Awardee shall attest to;
and submit the required Disability Non-discrimination Affidavit assuring
compliance with all applicable requirements of the laws listed below
including but not limited to, those provisions pertaining to employment,
provisions and program services, transportation, communications, accoss to
facilities, renovations, and new construction.
6. Affirmative ActionlNon-Discrimination of Emoloyment, Promotion and
Procurement Practices {Ordinance #98-30) -All firms with annual gross
revenues in excess of $5 million, seeking to contract with Miami-Dade County
shall, as a condition of award, have a written Affirmative Action Plan and
Procurement Policy on file with the County's Department of Business
Development. Said firms must also submit, as a part of their proposalslbids
to be filed with the Clerk of the Board, an appropriately completed and signed
Affirmative Action PIanlProcurement Policy Affidavit. Firms whose Boards of
Directors are representative of the population make-up of the nation are
exempt from this requirement and must submit, in writing, a detailed listing
of their Boards of Directors, showing the race or ethnicity of each board
member, to the County's Department of Business Development. Firms
claiming exemption must submit, as a part of their proposalslbids to be filed
with the Clerk of the Board, an appropriately completed and signed
Exemption Affidavit in accordance with Ordinance 98-30. These submittals
shall be subject to periodic reviews to assure that the entities do not
discriminate in their employment and procurement practices against
minorities and women-owned businesses.
It will be the responsibility of each firm to provide verification of their gross
annual revenues to determine the requirement for compliance with the
Ordinance. Those firms that do not exceed $5 million annual gross revenues
must clearly state so in their bidlproposal.
Any bidderlrespondentwhfch does not provide an affirmative action plan and
procurement policy may not be recommended by the County Manager for
award by the Board of County Commissioners.
7. Domestic Violence Leave Affidavit :Prior to entering into any contract with
the Couty, a firm desiring to do business with the County shall, as a
condition of award, certify that it is in compliance with the Domestic Leave
Ordinance, 99-5 and Section 11A-60 of the Miami-Dade County Code. This
Ordinance applies to employers that have, in the regular course of business,
fifty (50) or more employees working in Miami Dade County for each working
day during each of twenty (20) or more calendar work weeks in the current or
preceding calendar year. In accordance with Resolution R-185-00, the
obligation to provide domestic violence leave to employees shall be a
contractual obligation. The County shall not enter into a contract with any
firm that has not certified its compliance with the Domestic Leave Ordinance.
Failure to comply with the requirements of Resolution R-185-00, as well as
the Domestic Leave Ordinance may result in the contract being declared void,
the contract being terminated andlor the firm being debarred.
8. Code of Business Ethics: In accordance with Section 2-8.1(1) of the Code of
Miami-Dade County each person or entitiy that seeks to do business with
Miami-Dade County shall adopt a Code of Business Ethics ("Code"1 and shall
submit an affidavit stating that the Awardee has adopted a Code that
complies with the requirements of Section 2-8.1(i) of the Miami-Dade County
Code (Form A-121.
!). PUBLIC ENTITY CRIMES
Pursuant to Paragraph 2(a) of Section 287.133, Florida Statutes, a person or
affiliate who has been placed on the convicted vendor list following a
conviction for a public entity crime may not submit a proposal for a contract to
provide any goods or services to a public entity; may not submit a proposal on
a contract with a public entity for the construction or repair of a public building
or public work; may not submit proposals on leases of real property to a public
entity; may not be awarded or perform work as a Awardee, supplier,
subcontractor, or consultant under a contract with any public entity; and, may
not transact business with any public entity in excess of the threshold amount
provided in Section 287.017 for Category TWO (510,000) for a period of thirty-
six (36) months from the date of being placed on the convicted vendor list. The
Awardee warrants and represents that it has not been placed on the convicted
vendor list The Awardee agrees that should Miami-Dade County discover that
the Awardee's representations regarding the list are false, this contract shall be
terminated on the discretion of Miami-Dade County. Further, should the
Awardee be placed on the list at any time during this contract Miami-Dade
County shall have the right to terminate this agreement
10. CRIMINAL CONVICTION
Pursuant to Miami-Dade County Ordinance No. 94-34, "Any individual who has
been convicted of a felony during the past ten years and any corporation,
partnership, joint venture or other legal entity having an officer, director, or
executive who has been convicted of a felony during the past ten years shall
disclose this information prior to entering into a contract with or receiving
funding from the County." Failure of the Awardee to disclose this information
as required may lead to the termination of this agreement by Miami-Dade
County.
If any attesting firm, or any owner, subsidiary, or other firm affiliated with or
related to the attesting firm, is found by the responsible enforcement agency,
the Courts or the County to be in violation of the Acts, the County will conduct
no further business with such attesting firm. Any contract entered into based
upon a false affidavit, as listed below, and submitted pursuant to this
resolution shall be voidable by the County:
1. Miami-Dade County Ownership Disclosure Affidavit
2. Miami-Dade Employment Family Leave Affidavit
3. Miami-Dade Employment Drug-Free Workplace Affidavit
4. Miami-Dade Employment Disclosure Affidavit
5. Disability Nondiscrimination Affidavit
6. Criminal Record Affidavit
7. Public Entity Crime Affidavit
8. Related-Party Disclosure Information
9. Miami-Dade County Affidavit Regarding Delinquent and Currently Due Fees
or Taxos
10. Affirmative Action Affidavits
11. Current on all County Contracts, Loans, and Other Obligations Affidavit
12. Project Fresh Start Affidavit
13. Domestic Violence Leave Affidavit
14. Code of Business Ethics Affidavit
15. Financial and Conflicts of Interest Affidavit
If any attesting firm violates any of the Acts below during the term of any contract
such firm has with the County, such contract shall be voidable by the County, even if
the attesting firm was not in violation at the time it submitted its affidavit.
The applicable Acts are as follows:
1. The Americans with Disabilities Act of 1990 (ADA), Pub. L. 101-336, 104 Stat
327, 42 U.S.C. 12101-12213 and 47 U.S.C. Sections 225 and 611 including Title
I, Employment; Title II, Public Services; Title 111, Public Accommodations and
Services Operated by Private Entities; Title IV, Telecommunications; and Title
V. Miscellaneous Provisions.
2. The Rehabilitation Act of 1973, 29 U.S.C. Section 794
3. The Federal Transit Act, as amended 49 U.S.C. Section 1612;
4. The Fair Housing Act as amended, 42 U.S.C. Section 3601-3631.
G. Conflicts with Applicable Laws
If any provision of this contract conflicts with any applicable law or regulation
including but not limited to, 24 CFR 570, only the conflicting provision shall be
deemed by the parties hereto to be modified to be consistent with the taw or
regulation or to be deleted if modification is impossible. However, the obligations
under this contract, as modified, shall continue and all other provisions of this
contract shall remain in full force and effect. The County's determination on whether
a provision conflicts shall be final and binding.
H. Construction
If the Awardee engages in, procures, or makes loans for construction work, the
Awardee shall:
1. Contact the OCED representative noted in Section IV, Paragraph K of this
contract, prior to taking any action, to schedule a meeting to receive
compliance information.
2. Comply with the Awardee's procurement and pre-award requirements and
procedures which, at a minimum, shall adhere to all applicable federal
standards.
3. Comply with the Davis-Bacon Act; Copeland Anti-Kick Back Act; Contract
Work Hours and Safety Standards Act; and Lead-Based Paint Poisoning
Prevention Act as amended on September 15, 1999; and other related acts, as
applicable.
4. Submit to OCED for written prior approval all proposed Solicitation Notices,
Invitations for Bids, and Requests for Proposals prior to publication.
5. Submif to OCED all construction plans and specifications and receive
OCED's approval prior to implementation.
6. Contact the OCED representative noted in Section IV, Paragraph K prior to
scheduling apre-construction conference.
In accordance with industry standards, OCED will hold 10% of the total grant
award as a retainer until the completion of the construction work is verified
by OCED through a Certificate of Occupancy.
7. The County shall have the right to assign the Community Builders Division of
the Office of Community and Economic Development to assist the project if
the County's staff determines that the Awardee has been unable to
consistently achieve the work and units described within the time frames of
the action step format of this agreement. Such involvement will result in a
reduction of a maximum of 5% of the agreement's award to cover the cost of
the technical assistance. Tho Awardee shall cooperate and comply with all
requests made by the Community Builders Division of the Office of
Community and Economic Development.
8. Execute a restrictive covenant with Miami-Dade County for the grant award
and the use of the land to ensure its use as a CDBG project site as defined
and described in Attachment "A" of this agreement.
10
I. Audits and Records
1. The Awardee expending $500,000 or more annually in federal awards shall
have a single or program specific audit conducted in accordance with OMB
A-133. The Awardee expending federal awards of 5500,000 or more under
only one federal program may elect to have a program-specific audit
performed, in accordance with OMB A-133. Awardees who will be receiving,
or who have received, federal awards for loans or loan guaranteed programs
may be required to conduct audits of those programs in accordance with
regulations of the federal agencies providing those guarantees or loans.
2. The Awardee expending less than $500,000 annually in federal awards shall
be exempt from an audit conducted in accordance with OMB A-133, although
their records must be available for review (e.g., inspections, evaluations).
Such Awardees that receive less than $500,000 in combined Federal awards
must submit to the County annual compilation reports that describe their
performance. To achieve uniformity regarding the reporting format, such
documents must comply with the accounting industry standards by
communicating an independent accountant's (1) expression of limited
assurance on FINANCIAL STATEMENTS as a result of performing inquiry and
analytic procedures (Review Report); (2) results of procedures performed
(Agreed-Upon Procedures Report); (3) non-expression of opinion or any form
of assurance on a presentation in the form of financial statements
information that is the representation of management (Compilation Report);
or (4) an opinion on an assertion made by management in accordance with
the Statements on Standards for Attestation Engagements (Attestation
Report).
3. When the requirements of OMB A-133 apply, or when the Awardee elects to
comply with OMB A-133, an audit shall be conducted for each fiscal year for
which federal awards attributable to this contract have been received by the
Awardee. Each audit shall include a fiscal review, which includes a validation
of all program generated income and its disposition, especially attributable to
CDBG funds, an internal control review, and a compliance review as
described in OMB A-133. A copy of the audit report in triplicate must be
received by OCED no later than six (6) months following the end of the
Awardee's fiscal year.
4. The Awardee shall maintain all Contract Records in accordance with
generally accepted accounting principles, procedures, and practices which
shall sufficiently and properly reflect all revenues and expenditures of funds
provided directly or indirectly by the County pursuant to the terms of this
contract.
5. The Awardee shall maintain all Contract Records that document all actions
undertaken to accomplish the "Scope of Services" outlined in Attachment A
in this contract.
6. The Awardee shall ensure that the Contract Records shall be at all times
subject to and available for full access and review, inspection, or audit by
County and federal personnel and any other personnel duly authorized by the
County.
7. The Awardee shall include in all OCED approved subcontracts used to
engage subcontractors to carry out any eligible substantive programmatic
services, as such services are described in this contract and defined by
OCED, each of the record-keeping and audit requirements detailed in this
contract. OCED shall, in its sole discretion, determine when services are
eligible substantive programmatic services and subject to the audit and
record-keeping requirements described above.
8. The County reserves the right to require the Awardee to submit to an audit by
Audit and management Services or other auditor of the County's choosing at
the Awardce's expense. The Awardee shall provide access to all of its
records, which relate directly or indirectly to this Agreement at its place of
business during regular business hours. The Awardee shall retain all records
pertaining to the Agreement and upon request make them available to the
County for three years following expiration of the Agreement. The Awardee
agrees to provide such assistance as may be necessary to facilitate the
review or audit by the County to ensure compliance with applicable
accounting and financial standards.
9. The Awardee shall ensure that its auditors share their audit results with
OCED. The auditors must submit the completed monitoring instrument and
the audit report to OCED within six months after the conclusion of the audit
period.
J. Retention of Records
1. The Awardee shall retain all Contract Records for a period of at least five (5)
years (hereinafter referred to as "Retention Period") subject to the limitations
sot forth below:
a. For all non-CDBG assisted activities the Retention Period shall begin
upon the expiration or termination of this contract.
b. For CDBG assisted public service activities the Retention Period shall
begin upon the date of U.S. HUD's acceptance of OCED's annual
Grantee Performance Report for the year in which the activity is
reported as completed. For each public service activity the Awardee
must retain all contract records except those relating to real and
nonexpendable personal property.
c. For all other CDBG assisted activities the Retention Period shall begin
upon U.S. HUD's acceptance of OCED's annual Grantee Performance
Report in which each assisted activity is reported on for the final time.
For all the CDBG assisted activities covered by this Section 11,
Paragraph J.1.c., the Awardee must retain all contract records except
those relating to real and nonexpendable personal property.
d. For all CDBG assisted activities, the Retention Period for all contract
records relating to real and nonexpendable personal property shall
begin upon the date of the final disposition of the property.
2. If the County or the Awardee have received or given notice of any kind
indicating any threatened or pending litigation, claim or audit arising out of
the services provided pursuant to the terms of this contract, the Retention
Period shall be extended until such time as the threatened or pending
litigation, claim or audit is, in the sole and absolute discretion of OCED, fully,
completely and finally resolved.
3. The Awardee shall allow the County, federal personnel, or any person
authorized by the County full access to and the right to examine any of the
contract records during the required Retention Period.
4. The Awardee shall notify OCED in writing, both during the pendency of this
contract and after its expirations part of the final close-out procedure, of the
address where all contract records will be retained.
5. The Awardee shall obtain written approval of OCED prior to disposing of any
contract records within one year after expiration of the Retention Period.
K. Provision of Records
1. The Awardee shall provide to OCED, upon request, all contract records.
These records shall become the property of OCED without restriction,
reservation, or limitation of their use. OCED shall have unlimited rights to all
books, articles, or other copyrightable materials developed for the purpose of
this contract. These unlimited rights shall include the rights to royalty-fees;
nonexclusive, and irrevocable license to reproduce, publish, or otherwise
use, and to authorize others to use, the information for public purposes.
2. If the Awardee receives funds from, or is regulated by other governmental
agencies, and those agencies issue monitoring reports, regulatory
examinations, or other similar reports, the Awardee shall provide a copy of
each report and any follow-up communications and reports to OCED
immediately upon such issuance unless such disclosure is a violation of the
regulatory agencies issuing the reports.
3. MIAM!-DADS COUNTY INSPECTOR GENERAL REVIEW
According to Section 2-1076 of the Code of Miami-Dade County, as amended
by Ordinance No. 99-63, Miami-Dade County has established the Office of the
Inspector General which may, on a random basis, perform audits on all
County contracts, throughout the duration of said contracts, except as
otherwise provided below. The cost of the audit of any Contract shall be one
quarter (114) of one (1) percent of the total contract amount which cost shall
be included in the total proposed amount. The audit cost will be deducted by
the County from progress payments to the selected Awardee. The audit cost
shall also be included in all change orders and all contract renewals and
extensions.
a. Exception: The above application of one quarter (114) of one percent
fee assessment shall not apply to the following contracts: (a) IPSIG
contracts; (b) contracts for legal services; (c) contracts for financial
advisory services; (d) auditing contracts; (e) facility rentals and lease
agreements; (f) concessions and other rental agreements; (g)
insurance contracts; (h) revenue-generating contracts; (I) contracts
where an IPSIG is assigned at the time the contract is approved by
the Commission; G) professional service agreements under $1,000;
(k) management agreements; (I) small purchase orders as defined in
Miami-Dade County Administrative Order 3-2; (m) federal, state and
local government-funded grants: and (nl interlocal anracments
Nothing contained above shall in any way limit the powers of the Inspector
General to perform audits on this contract.
COMMISSION AUDITOR ACCESS TO RECORDS
Pursuant to Ordinance No. 03-2, Awardee shall grant access to the
Commission Auditor to all financial and performance related records,
property, and equipment purchased in whole or in part with government
funds, including funds awarded tp Awardee pursuant to this contract.
L. Prior Approval
The Awardee shall obtain prior written approval from OCED prior to undertaking any
of the following:
1. The engagement or execution of any subcontracts or contract assignments,
wherein CDBG funds will be used to pay for goods or services. The Awardee
must submit all proposed agreement documents to OCED at least thirty (30)
days prior to the start date of the agreement. OCED shall have no obligation
to approve payment of any expenditure (resulting from an agreement or
subcontract) which was incurred prior to the approval by OCED of such
agreement or subcontract.
2. The addition of any positions not specifically listed in the approved budget.
3. The modification or addition of all job descriptions.
4. The purchase of all nanexpendable personal property not specifically listed
in the approved budget.
5. The disposition of all real, expendable personal, and nonexpendable personal
property as defined in Section II, Paragraph 0.1. of this contract
6. All out-of-town travel not specifically listed in the approved budget.
7. The disposition of program income not specifically listed in the approved
program income budget.
8. The publication of proposed Solicitation Notices, Invitations for Bids and
Requests for Proposals as provided for in Section II, Paragraph H of this
contract.
9. The disposal of all contract records as provided for in Section II, Paragraph J
of this contract.
M. Monitoring
The Awardee shall permit OCED and other persons duly authorized by OCED to
inspect all contract records, facilities, equipment, materials, and services of the
Awardee which are in any way connected to the activities undertaken pursuant to the
terms of this contract, andlor to interview any clients employees, subcontractors, or
assignees of the Awardee. Following such inspection or interviews, OCED will
deliver to the Awardee a report of its findings, and the Awardee will rectify all
deficiencies cited by OCED within the specified period of time set forth in the report,
or provide OCED with a reasonable justification for not correcting the deficiencies.
OCED will determine, in its sole and absolute discretion whether or not the
Awardee's justification is acceptable or if the Awardee must, despite the justification,
rectify the deficiencies cited by OCED in its report.
N. Conflict of Interest
The Awardee agrees to abide by the provisions of 24 CFR 84.42 (24 CFR Part 85.36
for Public Agencies) and 24 CFR 570.611 with respect to conflicts of interest, and
covenants that it presently has no financial interest and shall not acquire any
financial interest, direct or indirect, which would contlict in any manner or degree
14
with the performance of services requiied under this Agreement. The Awardee
further covenants that in the performance of this Agreement no person having such
a financial interest shall be employed or retained by the Awardee hereunder. These
conflict of interest provisions apply to any person who is an employee, agent,
consultant, officer, or elected official or appointed official of the County, or of any
designated public agencies or subrecipients which are receiving funds under the
CDBG Entitlement program.
The Awardee shall submit to OCED within five days of execution of this contract all
updated Conflict of Interest affidavits, Related Party Disclosure statements, list of
current Board members, and list of all business associations with the following
documents:
Original contract or its subsequent amendments.
Requests for budget revisions.
- Requests for approval of subcontracts.
Non-compliance with the above requirements will be considered a breach of
contract, which will result in fhe immediate termination of the agreement, the
recovery of the entire funding award, and the disqualification of funding through
OCED for a period of three years.
The Awardee shall disclose any possible conflicts of interest or apparent
improprieties of any party that are covered by the above standards. The Awardee
shall make such disclosure in writing to OCED immediately upon the Awardee's
discovery of such possible conflict. OCED will then render an opinion which shall be
binding on all parties.
O. Publicity, Advertisements and Signage
The Awardee shall ensure that all publicity, public relations and
advertisements and signs, recognize the Miami-Dade Office of Community
and Economic Development (OCED) and Community Dovelopment Block
Grant (CDBG) for the support of all contracted activities. This is to include,
but is not limited to, all posted signs, pamphlets, wall plaques, cornerstones,
dedications, notices, flyers, brochures, news releases, media packages,
promotions, and stationery. All signs used to publicize OCED contracted
activities must be approved by OCED prior to being posted and must also
meet the standard specifications as established by OCED. The use of the
official Miami-Dade OCED logo is permissible
The Awardee shall furnish, erect and maintain construction signs in
accordance with sketch included in these contract documents. The signs
shall be made of '/. inch thick marine plywood, newly painted and lettered
according to the accompanying sketch. The signs shall be painted and
lettered in accordance with professional outdoor sign painting standards as
to layout, symmetry, proportion, clarity and neatness and use of weather-
resistant colors and materials. Tho Awardee shall place the signs, securely
braced and mounted, as shown on the typical project sign placement
diagram or as directed by the engineer. All materials shall be provided by the
Awardee and the signs shall remain in the property of the Owner at the
completion of the contract. NO WORK SHALL COMMENCE UNTIL THE
PROJECT SIGNS ARE SECURED IN PLACE. THE SIGNS SHALL BE IN
ACCORDANCE WITH THE DETAIL SHOWN IN ATTACHMENT F. For this
project signs will be required. Payment for furnishing, installing and
maintaining the sign shall be under the bid amount for mobilization.
P. Procurement
The Awardee must take affirmative steps to procure supplies, equipment,
construction, or services to fulfill this contract from minority and women's
businesses, and to provide these sources the maximum feasible opportunity to
compete for subcontracts to be procured pursuant to this contract. To the maximum
extent feasible, these businesses shall be located in or owned by residents of the
Community Development areas designated by OCED in the CDBG application
approved by the supervising federal agency. The Awardee shall assure that all
subcontracts or third party agreements contain provisions with stated goals, that
low-income residents from Community Development focus and service areas be
provided with opportunities for employment and training in contracted activities.
In conformance with Section 3 of the Housing and Community Development Act of
1968, the Awardee must direct federal financial assistance toward Target Area
residents and ensure that employment and economic opportunities be given to low
and very low-income persons, particularly those who are recipients of government
assistance for housing according to the guidelines mentioned below:
1. The work to be performed under this contract is subject to the requirements of
section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C.
1701u (section 3). The purpose of section 3 is to ensure that employment and other
economic opportunities genorated by HUD assistance or HUD- assisted projects
covered by section 3, shall, to the greatest extent feasible, be directed to low- and
very low-income persons, particularly persons who are recipients of HUD assistance
for housing.
2. The parties to this contract agree to comply with HUD's regulations in 24 CFR part
135, which implement section 3. As evidenced by their execution of this contract, the
parties to this contract certify that they are under no contractual or other impediment
that would prevent them from complying with the part 135 regulations.
3. The Awardee agrees to send to each labor organization or representative of workers
with which the Awardee has a collective bargaining agreement or other
understanding, if any, a notice advising the labor organization or workers'
representative of the Awardee's commitments under this section 3 clause, and will
post copies of the notice in conspicuous places at the work site where both
employees and applicants for training and employment positions can see the notice.
The notice shall describe the section 3 preference, shall set forth minimum number
and job titles subject to hire, availability of apprenticeship and training positions, the
qualifications for each; and the name and location of the person(s) taking
applications for each of the positions; and the anticipated date the work shall begin.
4. The Awardee agrees to include this section 3 clause in every subcontract subject to
compliance with regulations in 24 CFR part 135, and agrees to take appropriate
action, as provided in an applicable provision of the subcontract or in this section 3
clause, upon a finding that the subcontractor is in violation of the regulations in 24
CFR part 135. The Awardee will not subcontract with any subcontractor where the
Awardee has notice or knowledge that the subcontractor has been found in violation
of the regulations in 24 CFR part 135.
5. The Awardee will certify that any vacant employment positions, including training
positions, that are filled (1) aker the Awardee is selected but bofore the contract is
exocuted, and (2) with persons other than those to whom the regulations of 24 CFR
part 135 require employment opportunities to be directed, were not filled to
circumvent the Awardee's obligations undor 24 CFR part 135.
6. Noncompliance with HUD's regulations in 24 CFR part 135 may result in sanctions,
termination of this contract for default, and debarment or suspension from future
HUD assisted contracts.
7. With respect to work performed in connection with section 3 covered Indian housing
assistance, section 7(b) of the Indian Self-Determination and Education Assistance
Act (25 U.S.C. 450e) also applies to the work to be pertormed under this contract.
Section 7(b) requires that to the greatest extent feasible (i) preference and
opportunities for training and employment shall be given to Indians, and (ii)
preference in the award of contracts and subcontracts shall be given to Indian
organizations and Indian-owned Economic Enterprises. Parties to this contract that
are subject to the provisions of section 3 and section 7(b) agree to comply with
section 3 to the maximum extent feasible, but not in derogation of compliance with
section 7(b).
8. Fair Subcontracting Policies (Ordinance 9735)
All Awardees on County contracts in which subcontractors may be used shall be
subject to and comply with Ordinance 9735 as amended, requiring Awardees to
provide a detailed statement of their policies and procedures for awarding
subcontracts which:
a} notifies the broadest number of local subcontractors of the opportunity to be
awarded a subcontract;
b} invites local subcontractors to submit bidslproposals in a practical, expedient
way;
c) provides local subcontractors access to information necessary to prepare and
formulate a subcontracting bidlproposal;
d) allows local subcontractors to meet with appropriate personnel of the Awardee to
discuss the Awardee's requirements; and
e) awards subcontracts based on full and complete consideration of all submitted
proposals and in accordance with the Awardee's stated objectives.
All Awardees seeking to contract with the County shall, as a condition of award,
provide a statement of their subcontracting policies and procedures (see attached
Form A-7.2). Awardees who fail to provide a statement of their policies and
procedures may not be recommended by the County Manager for award by the Board
of County Commissioners.
The term "local" means having headquarters located in Miami-Dade County or
having a place of business located in Miami-Dade County from which the contract or
subcontract will be performed.
The term "subcontractor" means a business independent of a Awardee that may
agree with the Awardee to perform a portion of a contract.
The term "subcontract" means an agreement between a Awardee and a
subcontractor to pertortn a portion of a contract between the Awardee and the
County.
Q. Property
1. Definitions
a. Real Property: Land, land improvements, structures, fixtures and
appurtenances thereto, excluding movable machinery and equipment.
b. Personal Property: Personal property of any kind except real property.
1} Tangible: All personal property having physical existence.
2) Intangible: All personal property having no physical existence
such as patents, inventions, and copyrights
c. Nonexpendable Personal Property: Tangible personal property of a
nonconsumable nature, with a value of $500 or more per item, with a
normal expected life of one or more years, not fixed in place, and not
an integral part of a structure, facility or another piece of equipment.
d. Expendable Personal Property: All tangible personal property other
than nonexpcndablc property.
2. The Awardee shall comply with the real property requirements as stated
below:
a. Any real property under the Awardee's control that was acquired or
improved in whole or in part with CDBG funds received from OCED in
excess of 525,000 shall be either:
1) Used to meet one of the three (3) CDBG national objectives
until five years after the expiration or termination of this
contract, or for such longer period of time as determined by
OCED in its sole and absolute discretion; or
2) Not used to meet one of the three (3) CDBG National
Objectives. In the event the property is not used to meet one
of the national objectives for five (5) years following the
expiration or termination of this Awardee such longer period
as determined by OCED-then the Contract or shall pay to
OCED an amount equal to the market value of the property as
may be determined by OCED in its sole and absolute
discretion, less any proportionate portion of the value
attributable to expenditures of non-CDBG funds for
acquisition of, or improvement to, the property.
Reimbursement is not required after the period of time
specified in Paragraph O.2.a.1., above.
b. Any real property under the Awardee's control that was acquired or
improved in whole or in part with CDBG funds from OCED for $25,000
or less shall be disposed of, at the expiration or termination of this
contract, in accordance with instructions from OCED.
c. All real property purchased or improved in whole or in part with funds
from this and previous contracts with OCED, or transferred to the
Awardee after being purchased in whole or in part with funds from
OCED, shall be listed in the property records of the Awardee and shall
include a legal description; size; date of acquisition; value at time of
acquisition; present market value; present condition; address or
location; owner's name if different from the Awardee; information on
the transfer or disposition of the property; and map indicating
whether property is in parcels, lots, or blocks and showing adjacent
streets and roads. The property records shall describe the
programmatic purpose for which the property was acquired and
identify the CDBG national objective that will be met. If the property
was improved, the records shall describe the programmatic purpose
for which the improvements were made and identify the CDBG
national objective that will be met.
d. For awards involving the purchase or improvement of real property,
the Awardee agrees to execute a mortgage, loan document, or
restrictive covenant for the CDBG award with OCED within 180 days
after the execution of this agreement. Failure to comply with this
requirement may result in the retraction of the CDBG award for the
project and termination of this agreement.
e. All real property shall be inventoried annually by the Awardee and an
inventory report shall be submitted to OCED. This report shall include
the elements listed in Paragraph T.2.c., above.
3. The Awardee shall comply with the nonexpendable personal property
requirements as stated below.
a. All nonexpendable personal property purchased or improved in whole
or in part with funds from this and previous contracts with OCED
shall be listed in the property records of the Awardee and shall
include a description of the property; location; model number;
manufacturer's serial number; date of acquisition; funding source;
unit cost at the time of acquisition; present market value; property
inventory number; information on its condition; and information on
transfer, replacement, or disposition of the property.
b. All nonexpendable personal property purchased or improved in whole
or in part with funds from this and previous contracts with OCED
shall be inventoried annually by the Awardee and an inventory report
shall be submitted to OCED. The inventory report shall include the
elements listed in Paragraph O.3.a., above.
c. Title (ownership) to all nonexpendable personal property purchased
in whole or in part with funds given to the Awardee pursuant to the
terms of this contract shall vest in the County and OCED.
4. The Awardee shall obtain prior written approval from OCED for the
disposition of real property, expendable personal property, and
nonexpendable personal property purchased or improved in whole or in part
with funds given to the Awardee or subcontractor pursuant to the terms of
this contract. The Awardee shall dispose of all such property in accordance
with instructions from OCED. Those instructions may require the return of all
such property to OCED.
R. Program Income
1. Program income as defined in 24 CFR Part 570.500 means gross income
received by the Awardee directly generated from activities supported by
CDBG funds. When program income is generated by an activity that is only
partially assisted with CDBG funds, the income shall be prorated to reflect
the percentage of CDBG funds used.
2. The Awardee shall not, under any circumstances, use program income to pay
for charges or expenses that are specifically not allowed pursuant to the
terms of this contract and applicable federal regulations or rules or any
County rules or ordinance.
a. The Awardee shall comply with the program income provisions in
OCED's Contract Compliance Manual. If any program income
provisions of the Contract Compliance Manual conflict with any
19
program income provisions of this contract, the provisions of this
contract shall rule.
b. The County may in its sole discretion allow Awardee to Use Program
Income to carry out eligible activities. The Awardee may request to
use Program Income for eligible activities. If the Awardee requests to
use Program Income, the Awardee shalt report to OCED all cumulative
Program Income generated from activities financed in whole or in part
by funds from this contract. This information, along with a check
payable to Miami-Dade County for the generated Program Income,
must be submitted quarterly as part of the Fiscal Section of the
Awardee's Progress Report as outlined in Section II, Paragraph D.2.a.
c. The Awardee shall report Program Income for as long as it receives
and/or has control over Program Income generated from this and any
previous contracts with OCED.
d. The Awardee shall provide to OCED a written explanation of the
activities to be assisted with Program Income and shall obtain
OCED's written approval prior to implementing those activities. All
provisions of this contract shall apply to any activity performed using
Program Income.
e. Subject to the limitations set forth in this paragraph, the Awardee may
use program income to fund any CDBG eligible activity as provided
for and defined by 24 CFR Part 570 et seq.
f. Program income from a revolving loan activity must be used only for
the same revolving loan activity.
g. Program income from a revolving loan activity, such as loan
repayments, interest earned, late fees, and investment income, shall
be substantially disbursed to eligible loans, loan-related
programmatic costs, and operational costs for the same revolving
loan activity before the Awardee may request additional CDBG funds
for that activity.
h. All program income from nonrevolving loan activities shall be
substantially disbursed to carry out other OCED approved CDBG
eligible activities, and to cover operational costs before requesting
additional CDBG funds.
i. Any proceeds from the sale of property as detailed in Section II,
Paragraph 0.4., above, shall be considered program income.
j. The Awardee shall obtain, as part of the required audit report,
validation by a certified auditor of all program generated income and
its disposition.
3. Upon expiration or termination of this contract or at the end of any program
year, the Awardee shall transfer to the County any program income funds on
hand, and any program income accounts receivable attributable to any CDBG
funded activities. OCED may require remittance of all or part of any program
income balances (including investments thereof) held by the Awardee (except
those needed for immediate cash needs, cash balances of a revolving loan
fund, cash balances from a lump sum drawdown, or cash or investments held
for Suction 108 Security needs).
4. OCED, in its sole and absolute discretion, reserves the right to pursue other
courses of action in the retention and use of program income generated by
the Awardee, and such action shall not require an amendment to this
contracts.
S. Travel
The Awardee shall comply with the County's travel policies. Documentation of trove!
expenses shall conform to the requirements of OCED's Contract Compliance Manual.
T. Subcontracts and Assignments
1. Unless otherwise specified in this contract, the Awardoe shall not
subcontract any portion of the work without the prior written consent of the
County. Subcontracting without the prior consent of the County may result
in termination of the contract for breach. When Subcontracting is allowed,
the Awardee shall comply with County Resolution No. 1634-93, Section 10-34
of the County Code and Section 2-8.8 of the County Code. The Awardee shall
ensure that all subcontracts and assignments:
a. Comply with all requirements and regulations specified in OCED's
Contract Compliance Manual;
b. Identify the full, correct, and legal name of the party;
c. Describe the activities to be performed;
d. Present a complete and accurato breakdown of its price component;
e. Incorporate a provision requiring compliance with all applicable a
regulatory and other requirements of this contract and with any
conditions of approval that the County or OCED deem necessary.
This applies only to subcontracts and assignments in which parties
are engaged to carry out any eligible substantive programmatic
service, as may be defined by OCED, set forth in this contract. OCED
shall in its sole discretion determine when services are eligible
substantive programmatic services and subject to the audit and
record-keeping requirements described above, and;
f. Incorporate the language of Attachment E, "Certification Regarding
Lobbying:'
2. The Awardee shall incorporate in all consultant subcontracts this additional
provision:
The Awardee is not responsible for any insurance or other fringe benefits,
e.g., social security, income tax withholdings, retirement or leave benefits, for
the Consultant or employees of the Consultant normally available to direct
employees of the Awardee. The Consultant assumes full responsibility for the
provision of all insurance and fringe benefits for himself or herself and
employees retained by the Consultant in carrying out the Scope of Services
provided in this subcontract.
3. The Awardee shall be responsible for monitoring the contractual pertormance
of all subcontracts and their progress toward meeting the approved goals
and objectives indicated in the attached Scope of Services
~I
4. The Awardee shall receive from OCED written prior approval for any
subcontract prior to engaging any party who agrees to carry out any
substantive programmatic activities as may be determined by OCED as
described in this contract. OCED's approval shall be obtained prior to the
release of any funds for the subcontractor.
5. The Awardee shall receive written approval from OCED prior to either
assigning or transferring any obligations or responsibility set forth in this
contract or the right to receive benefits or payments resulting from this
contract.
6. Approval by OCED of any subcontract or assignment shall not under any
circumstance be deemed to provide for the incurrence of any obligation by
OCED in excess of the total dollar amount agreed upon this contract.
7. If the subcontract involves 5100,000 or more to provide services listed in the
Scope of Services or suppliers to supply the materials, the Awardee shall
provide the names of the subcontractors and suppliers to OCED. The
Awardee agrees that it will not change or substitute subcontractors or
suppliers from the list without prior written approval from OCED.
U. Additional Funding
The Awardee shall notify OCED of any additional funding received for any activity
described in this contract. Such notification shall be in writing and received by OCED
within thirty (30) days of the Awardee's notification by the funding source.
V. Method of Payment
The Awardee shall be paid as described below:
1. The Awardee shall be paid for those expenses allowed pursuant to the
provisions provided below only when the Awardee submits to OCED
adequate proof, as determined by OCED in its sole discretion, that the
Awardee has incurred the expenditures. It shall be presumed that the
Awardee has provided adequate proof of having incurred expenses if the
Awardee submits to OCED canceled checks or original invoices approved by
the Awardee's authorized representative. When original documents cannot be
presented, the Awardee must adequately justify their absence in writing and
furnish copies of those documents to OCED. The Awardee must adequately
justify their absence in writing and furnish copies of those documents to
OCED. The Awardee shall be paid only for those expenditures contained
within Attachment B, "Budget," to this contract as it may be revised with the
prior written approval by OCED.
2. Requests for payment shall be assembled by calendar month and submitted
to OCED no less frequently than monthly. Expenditures incurred by the
Awardee must be submitted to OCED for payment within 30 days after the
month in which the expenditures were incurred, Failure to comply may result
in rejection of invoices.
3. In no event shall the County provide advance CDBG funding to the Awardee
or to any subcontractor hereunder nor shall the Awardee advance CDBG
funds to any party.
4. Any payment due under the terms of this contract may bo withheld pending
the receipt and approval by OCED of all reports and documents which the
Awardee is required to submit to OCED pursuant to the terms of this contract
or any amendments thereto.
5. All payments will be limited to the quarterly payment schedule that
accompanies the action step chart in the scope of services and payment is
contingent on the achievement by the Awardee of the quarterly
accomplishment levels identified in the scope of services portion of this
agreement -Attachment "A," which shall be submitted with all payment
requests and shall clearly identify the completed level of accomplishments
met. This shall also apply to soft costs associated with project delivery.
6. No payments will be made without evidence of appropriate insurance
required by this contract. Such evidence must be on file with OCED and the
County's Risk Management Division. OCED must receive the final request for
payment from the Awardee no more than thirty (30) calendar days after the
expiration or termination of this contract. If the Awardee fails to comply with
this requirement, the Awardee will forteit all rights to payments if OCED, in its
sole discretion, so chooses.
7. Within thirty (30) calendar days after this contract expires or is terminated,
the Awardee shall provide to OCED a list of all invoices and costs that relate
to this contract's approved Budget and that have not been submitted to
OCED. Any invoice received by OCED, subsequent to receipt of this list by
OCED which reflects a cost not included on this list will not be paid.
8. All monies paid to the Awardee which have not been usod to retire
outstanding obligations of this contract must be refunded to OCED in
accordance with OCED's Contract Compliance Manual.
9. Any unexpended funds remaining after the completion of the services under
this contract, or after termination of this contract for any reason, shall be
recaptured in full by the County.
10. In the event the County determines that the Awardee has breached the terms
of this agreement and that the County is entitled to return of any or all of the
funds awarded under this contract, Awardeo agrees to and shall assign any
proceeds to the County from any contract between the County, its agencies
or instrumentalities and the Awardee or any firm, corporation, partnership or
joint venture in which the Awardee has a controlling financial interest in order
to secure repayment of this award. "Controlling financial interest" shall mean
ownership, directly or indirectly to ten percent or more of the outstanding
capital stock in any corporation or a direct or indirect interest of ten percent
or more in a firm, partnership or other business entity.
W. Reversion of Assets
The Awardee shall return to OCED, upon the expiration or termination of this
contract all assets, owned or held by Awardeo as a result of this contract, including,
but not limited to any CDBG funds on hand, any accounts recoivable, any
overpayments due to unearned funds or costs disallowed pursuant to the terms of
this contract that were disbursed to the Awardee by the County, other than
reasonable operating and deficit reserves established by Awardee and which are
connected with the real property. In the case of activities involving real property,
such reserves shall not be distributed to any partner or subcontractor prior to
repayment to OCED of the CDBG Loan. The Awardee shall at the request of the
County execute any and all documents, including but not limited to mortgages
securing the property and UCC financing statements, as required by the County to
effectuate the reversion of assets.
III. The County Agrees:
Subject to the availability of funds, to pay for contractod activities according to the terms
and conditions contained within this contract in an amount not to exceed 13.OD0.
N. The Awardee and OCED Agree:
A. Effective Date
1. This contract shall begin on July 1, 2008. Any costs incurred by the Awardee
prior to this date will not be reimbursed by the County.
2. This contract shall expire on December 31, 2009. Any costs incurred by the
Awardee beyond this date will not be reimbursed by the County. The term of
this agreement and the provisions herein may be extended by the County to
cover any additonal time period during which the Awardee remains in control
of the CDBG funds or other assests, including Program Income to support
CDBG eligible activites. Any extension made pursuant to this paragraph shall
be accomplished by a writing by the County to the Awardee. Such notice
shall automatically become a part of this contract.
3. This contract may, at the sole and absolute discretion of the County and
OCED, remain in effect during any period that the Awardee has control over
contract funds, including program income. However, the County shall have
no obligation or responsibility to make any payment, except those described
within Section II, Paragraph V, or provide any type of assistance or support to
the Awardee if this contract has expired or been terminated.
B. Suspension
1. OCED may, for reasonable causes as determined in OCED's sole and
absolute discretion, temporarily suspend the Awardee's operations and
authority to obligate funds under this contract or withhold payments to the
Awardee pending necessary corrective action by the Awardee or both.
Reasonable cause shall be determined by OCED, in its sole and absolute
discretion, and may include, but is not limited to:
a. Ineffective or Improper use of these contract funds by the Awardee or
any of its subcontractors;
b. Failure by the Awardee to comply with any term or provision of this
contract;
c. Failure by the Awardee to submit any documents required by this
contract; or
d. The Awardee's submittal of incorrect or incomplete reports or other
required documents.
2. In the event of a default by the Awardee, OCED may at any time suspend the
Awardee's authority to obligate funds, withhold payments or both. These
actions may apply to only part or all of the activities funded by this contract.
3. OCED will notify the Awardee of the type of action to be taken in writing by
certified mail, return receipt requested, or in person with proof of dolivery.
The notification will include the reason(s) for such action, the conditions of
the action, and the necessary corrective action(s). OCED will give the
?4
Awardee reasonable opportunity to rectify any action or inaction referenced
above.
C. Termination
1. Termination at Will
This contract, in whole or in part, may be terminated by OCED upon no less
than ten (10) working days notice when OCED determines that it would be in
the best interest of OCED and the County. Said notice shall be delivered by
certified mail, return receipt requested, or in person with proof of delivery.
OCED may terminate this contract, in whole part, when both parties agree
that the continuation of the activities would not produce beneficial results
commensurate with the further expenditure of funds. Both parties shall agree
upon the termination conditions. OCED, at its sole discretion, roserves the
right to terminate this contract without cause upon thirty (30) days written
notice. Upon receipt of such notice, the. Awardee shall not incur any
additional cost under this contract. OCED shall be liable only for reasonable
costs incurred by the Awardee prior to notice of termination. OCED shall be
the sole judge of "reasonable costs."
3. Termination Because of Lack of Funds
In the event of a funding short-fall, or a reduction in federal appropriations, or
should funds to finance this contract become unavailable, OCED may
terminate this contract upon no less than twenty-four (24) hours written
notification to the Awardee. Said notice shall be delivered by certified mail,
return receipt requested, or in person with proof of delivery. OCED shall be
the final authority in determining whether or not funds are available. OCED
may at its discretion terminate, renegotiate andfor adjust the contract award,
whichever is in the best interest of the County.
4. Termination for Substantial Funding Reduction
In the event of a substantial funding reduction of the allocation to the
Awardee through Board of County Commissioners action, the Awardee may,
at its discretion, request in writing from the Director of OCED a release from
its contractual obligations to the County. The Director of OCED will review
the effect of the request on the community and the County prior to making a
final determination.
5. Termination for Breach
OCED may terminate this contract, in whole or in part, when OCED
determines, in its sole and absolute discretion, that the Awardee is not
making sufficient progress thereby endangering the ultimate contract
performance, or is not materially complying with any term or provision of this
contract.
Unless the Awardee's breach is waived by OCED in writing, OCED may, by
written notice to the Awardee, terminate this contract upon no less than
twenty-four (24} hours notice. Said notice shall be delivered by certified mail,
return receipt requested, or in person with proof of delivery. Waiver of breach
of any provision of this contract shall not be deemed to be a waiver of any
other breach and shall not be construed to be a modification of the terms of
this contract. The provisions herein do not limit OCED's right to legal or
equitable remedies.
6. Penalties for Fraud, Misrepresentation or Material Misstatement
In accordance with the Code of Miami-Dade County, Section 2-8.1.4, any
individual or corporation or other entity that attempts to meet its contractual
obligations with the County through fraud, misrepresentation or material
misstatement, shall be terminated, whenever practicable, as determined by
the County.
The County may terminate or cancel any other contracts with such individual
or subcontracted entity it has with the County. Such individual or entity shall
be responsible for all direct and indirect costs associated with such
termination or cancellation, including attorney's fees.
The foregoing notwithstanding, any individual or entity who attempts to meet
its contractual obligations with the County through fraud, misrepresentation
or material misstatement may be disbarred from County contracting for up to
five (5) years.
7. Payment Settlement
If termination occurs, the Awardee will be paid for allowable costs incurred in
carrying out activities required by this contract up to the date and time of
termination.
D. Renegotiation or Modification
1. Modifications of provisions of this contract shall be valid only when in
writing and signed by duly authorized representatives of each party. The
parties agree to renegotiate this contract if OCED, in its sole and absolute
discretion determines that federal, state, and/or County revisions of any
applicable laws or regulations, or increases or decreases in budget
allocations make changes in this contract necessary. OCED shall bo the final
authority in determining whether or not funds for this contract are available
due to Federal, state andlor County revisions of any applicable laws or
regulations, or increases or decreases in budget allocations.
2. CONTRACT EXTENSION
The County shall have the right to exercise an option to extend this contract
for up to one year beyond the current Contract period and will notify the
Awardee(s) in writing of the extension. This contract may be extended
beyond the initial year extension period upon mutual agreement between the
County and the Awardee(s), upon approval by the Director of the Office of
Community and Economic Development.
E. Right to Waive
OCED may, for good and sufficient cause, as determined by OCED in its sole and
absolute discretion, waive provisions in this contract or seek to obtain such waiver
from the appropriate authority. Waiver requests from the Awardee shall be in writing.
Any waiver shall not be construed to be a modification of this contract.
OCED's failure to exercise any of its rights under this contract or OCED's waiver of a
provision on any one occasion shall not constitute a waiver of such rights or
provision on any other occasion. No failure or delay by OCED in the exercise of any
right shall operate as a waiver.
F. Budget Revisions and Changes to the CDBG Eligibility Activity Title
1. Revisions to the Budget (Attachment B) shall be requested in writing and
must comply with OCED's Contract Compliance Manual. These revisions
shall not require a contract amendment unless the amount of this contract is
changed or unless otherwise required by OCED. All budget revisions shall
require the written approval of OCED. OCED shall have no obligation to
approve payment of expenditures incurred prior to the approval of the budget
revision related to such expenditures.
2. Budget Revisions Through County Resolution
Should a portion of the funding allocation to the Awardee be rescinded by
action from the Board of County Commissioners, written notification via
certified mail to the Awardee advising of the funding reduction shall be sent
by OCED no later than 5 working days of the action; written notification will
constitute a contract amendment. The Awardee will have five working days
upon receipt of certified return receipt notification to submit a revised budget
reflecting funding adjustments. Should the modified budget not be received
within the specified time, OCED will revise the budget at its discretion.
OCED in its sole and absolute discretion will determine whether substantial
reductions will necessitate revision and resubmittal of the Scope of Service
(Attachment A). Revisions to the Scope of Service, when required, will be
negotiated to the mutual satisfaction of both parties.
3. Revisions to the CDBG eligibility activity titles under which this contract's
objectives are classified as noted in the Scope of Services shall not require a
contract amendment.
G. Disputes
In the event an unresolved dispute exists between the Awardee and OCED, OCED
shall refer the questions, including the views of all interested parties and the
recommendation of OCED, to the County Manager for determination. The County
Manager, or an authorized representative, will issue a determination within thirty (30)
calendar days of receipt and so advise OCED and the Awardee or in tho event
additional time is necessary, OCED will notify the Awardee within the thirty (30) day
period that additional time is necessary. The Awardee agrees that tho County
Manager's determination shall be final and binding on all parties.
H. Headings
The section and paragraph headings in this contract are inserted for convenience
only and shall not affect in any way the meaning or interpretation of this contract.
I. Minority Participation
In order to gain greater Black business participation, the Awardee may submit its
contracts to the County Manager for bidding and award in accordance with County
policies and procedures.
J. Proceedings
This contract shall be construed in any manner pertaining or relating to this contract
shall, to the extent permitted by law, be held in Miami-Dade County, Florida.
K. Independent Private Sector Inspector General Reviews
27
1. Miami-Dade County has established the Office of the Office of Inspector
General which is empowered to perform random audits on all County
contracts throughout the duration of each contract. Grant recipients are
exempt from paying the cost of the audit which is normally '/, of 1% of the
total contract amount.
The Miami-Dade County Inspector General is authorized and empowered to
review past, present and proposed County and Public Health Trust programs,
contracts, transactions, accounts, records and programs. In addition, the
Inspector General has the power to subpoena witnesses, administer oaths,
require the production of records and monitor existing projects and
programs. Monitoring of an existing project or program may include a report
concerning whether the project is on time, within budget and in compliance
with plans, specifications and applicable law.
The Inspector General is empowered to analyze the necessity of and
reasonableness of proposed change orders to the Contract. The Inspector
General is empowered to retain the services of independent private sector
inspectors general (IPSIG) to audit, investigate, monitor, oversee, inspect and
review operations, activities, performance and procurement process
including but not limited to project design, bid specifications, proposal
submittals, activities of the Provider, its officers, agents and employees,
lobbyists, County staff and elected officials to ensure compliance with
contract specifications and to detect fraud and corruption.
Upon ten (10) days prior written notice to the Provider from the Inspector
General or IPSIG retained by the Inspector General, the Provider shall make
all requested records and documents available to the Inspector General or
IPSIG for inspection and copying. The Inspector General and IPSIG shall
have the right to inspect and copy all documents and records in the
Provider's possession, custody or control which, in the Inspector General or
IPSIG's sole judgment, pertain to performance of the contract, including, but
not limited to original estimate files, worksheets, proposals and agreements
from and with successful and unsuccessful subcontractors and suppliers, all
project-related correspondence, memoranda, instructions, financial
documents, construction documents, proposal and contract documents,
backcharge documents, all documents and records which involve cash,
trade or volume discounts, insurance proceeds, rebates, or dividends
received, payroll and personnel records, and supporting documentation for
the aforesaid documents and records.
The provisions in this section shall apply to the Provider, its officers, agents,
employees, subcontractors and suppliers. The Provider shall incorporate the
provisions in this section in all subcontractors and all other agreements
executed by the Provider in connection with the performance of the contract.
Nothing in this contract shall impair any independent right of the County to
conduct audit or investigative activities. The provisions of this section are
neither intended nor shall they be construed to impose any liability on the
County by the Provider or third parties. The Awardee is aware that Miami-
Dade County Office of the Inspector General has the right to perform ramdom
audits on all county contracts throughout the duration of each contract.
Grant Recipients are exempt from paying the costs of the audit, which is
normally'/. of 1% of the total contract amount.
L. Notice and Contact
?g
OCED's representative for this contract is Richard Haberman. The Awardee's
representative for this contract is Anna Parekh. The Awardee's principal office is at
1700 Convention Center Drive, Miami Beach, fL 33139. The Awardee's telephone
number Is 305 673-7260.
In the event that different representatives are designated by either party after this
contract Is executed, or the Awardee changes Its address, notice of the name of the
new representative or new address will be rendered In writing to the other party and
said notification attached to originals of this contract.
M. Name and Address of Payee
When payment is made to the Awardee's assignee, the name and address of the
official payoc is: NIA
N. Waiver of Trial
Neither the Awardee, subcontractor, nor any other person liable for the
responsibilities, obligations, services and representations herein, nor any assignee,
successor, holr or personal representative of the AwaMee, subcontractor or any
such other person or entity shall seek a jury trial in any lawsuit, proceeding,
counterclaim or any other litigation procedure based upon or arising out of this
Contract, or the dealings or the relationship betweon or among such persons or
entlties, or any of them. Neither Awardee, subconVactor, nor any such person or
entity will seek to consolidate any such action in which a jury trial has been waived.
The provisions of this paragraph havo been fully discussed by the parties hereto,
and the provisions hereof shall be subject to no excoptions. No party has in any way
agreed with or represented to any other party that the provisions of this paragraph
will not be fully enforced in all instancos.
0. Assignment
The Awardee shall not assign, transfer, hypothecate or otherwise dispose of this
contract, including any rights, title or interest therein, or its power to execute such
contract to any person, company or corporation without the prior wrllten consent of
the County.
P. Third Parties
This agreement is intended for the sole and exclustve benefit of the parties antl Is not
intended to benefit any third party nor shall it be deemed to give rise to any rights in
any third party
P. Survival
The parties acknowledge that any of the obligations in this agreement, including put
not limited to Awardec's obligation to indemnify the County, will survive the term,
termination, and cancellation hereof. Accordingly, the respective obligations of the
Awardee and the County under this agreement, which by nature would continue
beyond the termination, cancellation or expiration thereof, shall survive termination,
cancellation or expiration hereof.
Q. All Teens and Conditions Included:
This contract and its attachments as referenced (Attachment A-Automated Scope of
Services, including Action Steps; Attachment B -Budget; Attachment B-1 Insurance
Requirements; Attachment C -Progress Report; Attachment D -Information for
Environmental Review; Attachment E -Certification Regarding Lobbying; Attachment
F -Publicity, Advertisements and Signage; and Attachment G -State of Florida
CDBG-DRI Subgrant Agreement with Miami-Dade County)) contain all the terms and
conditions agreed upon by the parties.
THIS SPACE IS INTENTIONALLY LEFT BLANK
i (}
IN WITNESS THEREOF, the parties hereto have caused this thirtyone (31y page contract to be
executed by their undersigned officials as duly authorized, this~_day of 2009.
AWARDEE:
CITY OF MIAMI BEACH
BY: ~~ ~~/ ~`_
NAME: rae M. Gonzalez
City Manager
DATE: __ ~13/CJC~
ATTEST: ~t~ ~~~~ (,(,'(/~
i
BY:
Robert Parchcr
City Clerk
TITLE:
Federal ID Number: 59-6000372
Resolution #: R-1260-07
Awardee's Fiscal Year Ending Date: 9130
MIAMI-DADE COUNTY
BY:
NAME:
Carlos Alvarez
TITLE: Mavor
ATTEST
BY: _
TITLE: Clerk, Board of County
Commissioners
APPROVED AS TO
FORM & LANGUAGE
& FOR EXECUTION
~. / ~~ Z 3 L G `i
-- AUOrney ~ a
CORPORATE SEAL:
CONTRACT IS NOT VALID UNTIL SIGNED AND DATED BY BOTH PARTIES
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:1'f'C:ICIIIvIF.1\T R
CITY OF MIAMI BEACH
FY05 CDBG-DRI
SUMMARY BUDGET
PERSONNEL $-0-
OPERATIONS -0-
CONTRACTUAL -0-
CAPITAL 413,922
TOTAL $413,922
MBCDC: VILLA MARIA APARTMENTS LLC -LINE ITEM BUDGET
BUDGET OCED/HOME OCEDJSURTAX CDBG/ WILMA OTHER SOURCES
SOURCES 8,832,721.01 1,215,000.00 1 000 000.00 413 992.00 6 203 729.01
USES
AC UISITION
Purchase Price 2,600,000.00 2,600,000.00
2,600,000.00 2,600,000.00
SOFT COSTS
(ianslnrc]ion Interest 31 S,47ti.fit] 315,426.06
Construction Loan Ori in. Cost 10,000.00 l0,Ofi0.00
Permanent Loan on ur. Gxst 10.000.00 10,000.00
I eialer Reserves 5.000.00 S,000.UU
Accounti 2,000.00 2,000.00
raisal 6 OOO.UO 6,Cv^^0.00
Anirilertural Desi n 175,DUO.G0 175,C9U.U;}
Architectu2l Supervision 25,000.00 25,GPO.G0
Builder's Risk Insurance 20,000.00 20,000.00
Buildi ennu 14AOO.U0 14,000.00
Closing Cost Acquisdion 35,075.00 35,075.00
Clown. Costs Fermarrent trvt 20,000.00 20,000.00
I hyutceri Fee V,76200 17,267.(10
Ern~,ronmental Phase 1 20,OOO.CO 20,000.00
H I1C Admin Fee 17,000.00 17,U0(].I>n
FNFG App:ication Fee 1,000.00 1,600.00
FHFC Com Hance Fee 1,746.60 t,79G00
FHFC lLtdcrNri[in Fee 10,383.00 10,383.00
Inspection Fee 8,000.00 8,000.00
Insurance 52,000.(10 !J,0.7o,;;;i
Lc al R.rs 13,055.00 13.GSS.Or;
Market Stud • 6,000.00 6,069, J~!
~
P4arketin !A:Iverbsin 4,000.00 4,(10(i.iJU
Pro a Tax 50,282.00 50,28200
Sal Test Re ort 2,000.00 "L 000.(7(7
Surv 5,050.00 8,050.00
Title Ir6uralxe 20,600.00 20.(00.00
Utili Connection Fee 10,000.00 IU.Gfq.00
Relocation SQ,000.00 50,060.00
TOTAL SOFT COSTS 928,329.00 928,329.00
HARD COSTS
GENERAL COND, SUPERINTENDENT 75,000.00 25,000.00 75,Ofi0.00 25,UC0_n".
GENERAL COND. PROJECT MANAGER 60,000.00 20 000.00 70,(100.00 20,06 _'._ (~'~
GENERAL LAEYJR 21,500.00 21,50c~.0i
TELEPHONE 2,880.00 7.5`~''-' ~"
TEMPORARY POWER / UTILRIES 1,200.00 1 20Ci r:~ii
SMALL TOOLS 5,250.00 5; 26a. CQ
WAFER & [CE 600.00 ti00.00
MOBILIZATION & SET UP 1 500.00 I,SOG.00
TRUCK F AUTO ALL04'JANCE 4,800.00 4,500.00
GAS, OIL & TOLL ALLONb1NCI1 2,700.00 2,700.00
BLUE PRINTS REPRODUCTIONS 1,250.00 1,210.00
Cll_AN[NG FINhL CI fANING 12,500.00 17,509.00
ill IFtPSTERS IS,fiR0.b3 10,000.00
UALITY CONTROL PUNCH LIST 3,500.61 3 SD0.0C1
l5 h11'ORARY TOILCIS 1,6Sii.pp 1,65'1.00
THRESHOLD INSPECFOR 1,700.00 1.700.60
t•i/Q f KIAL TESTING 1,860.00 1,506.00
]OBSRE SIGN 375.00 375.00
FINN OI ITCE COURIER SCIiVICF 250.00 250A0
OSHA REQUIEREMENTS 3,271.00 3.275.DG
SELECTIVE UI_I40LITION 69,750.00 69;75f,~.00
CLEAR AND GRUB 4,500.60 4,.1;10.00
4'JEII. POINT INIECTION 4VFLL) 22,000.00 22,000.00
TINAL GRADING L,750.U0 I,75p.Uli
COMPACT ION & SOIL DENSI I Y TEST 850.00 050.00
T( KMITE COM'ROL 5011 PREP 750.00 750 ~0
CONCRETE PAVTKS 1,575.00 1,575.00
WhTI:K FIRE LINE 15,500.00 15,506.00
WATER NE4V 2' SERVICE 6 750.W 6,750.00
FENCES & CA I C5 4.900.00 4,fl W.C0
IRRIGATION 5,000.00 S,000.OC
LANDSCAPING l0,OLvJ.UO 10,000.00
SHORING PLANS SIGN & SEAL 1,450.00 1,450.00
S1R11 .RURAL SHORING 15,500.00 15,500.60
CONCRETE)hihSONRY)DEMISING 4VAI l 409,050.00 700,060.00 1TN.0'i0.fi0
PRECAST CONCRETE 2,750.00 2,750.00
GUNRE RESTORATION 310,060. W u)0,a27.00 111, 570.00
CONCRETE FLWRING (GYPCRETE. 'iS,B/5.00 35,075.00
STRUCI UKAL STEEL 156,780.00 156750.00
MISCELANEOUS STEEL GUARDRAILS 9,250.00 9,250.00
RAILINGS 54,650A0 54,650.00
h115CElTANECUS 4V£LDING 5,500.00 5,500.00
BOUGH CARPENTRY 106,850.00 I U6,fl5U.00
TRIt4 CARPLN TRY 24,500.00 74,500.06
CABINETRY /VANITIES 76,990.00 48,829.01 '28,160.99
WAIERPROOFlNG CAUI KING 6 600.00 6,600.00
EXTERIOR WAl 1. INSULATION R-S S,A20.00 S•07t'i)'}
ROOFING 83,875.00 81,875.00
MFi lAl DOORS 8. FRAMES 39,120.(:0 39.170.00
LNOOD DOORS & FRAMES 29,680.00 10,699.26 18,980.74
EN FKANCE DOORS 13,750.00 13,750.00
VIINDOINS 724,650.00 2'24,1150.00
WINDOW PREPARATION 5 250.00 5,250.00
HARDWARE 24,84;1.00 24,845.00
MIRRORS MEDICINE CABINETS 4,255.00 4.255.00
STlK:CO & MOLDINGS 83,300.00 41,6!10.06 41,650.00
GYPSUM WALLBOARD SYSILMS 198 850.00 198,850.00
FIKE RATING 10,000.00 !0,000.00
CERAMIC l7LE AT BATHROOh1S 34 77645 34,776.45
UARRY 1ILE AT COMMON AREAS 22,700.00 22,700.00
CERAFIIC TILE AT LMNG AREAS 65,190.00 32,595.00 32,595.00
SOUND PROOFING 16,675.00 16,675.00
RUBBER STAIR TRFAUS 10,950.00 10,950.00
INSULATION R-19 7,330.00 1,110.0)
1'JINUOIV SILLS 850.00 850.00
+aNYL TnE 9so.oo 950.00
BASEBOARDS 6,996.00 6,990.00
PAINTING 62,SRS.00 62 535.00
SIGN AGE BUI Lf:TIN BOARD) 475.00 4/S.I)U
WAIT l Ol1VER5 785.00 785.00
HREPIACE SPECIALTIES & ACC. 1,850.00 1,850.00 __
SIGNAGE 3,650.00 3,650.00
P1A[LBUXES 2,350.00 2,350.00
CLOSI i WIRE SHELVING 3,750.00 3.750.00 _ _
TOILET ACCES. AUA BACIIROOMS) 4,1/615 4,176.25
TUN FT ACCES. STANDARD 4,966.79 4,966./9
RI_NTAL EQUIPMENT 3,750.00 3,750.00
KITCHEN APPLIANCI S 69,925.00 69,925.00
I I EVATOR 57,869.00 3U,0OO.M 77,869.00
FIRE PROTECTION / SPRINKI f R.S 64,650.00 64,650.00
PLUMBING 234,ft00.00 78 266.67 /ft,2fi6.G7 78,266.6/
FIRE EXITNGUISHERS 2,470.00 2,470.00
H/VAC 143,750.00 47,916.67 47,916.6/ 47,916.67
ELECTRIUI 246,555.00 82185.00 82,185.00 82,185.00
FIRE ALARM SYSTEM 41 956.00 41.956.00
LIABILITY WSURANCE 4,2/3.90 1,424.63 1,424.63 1,424.13
CUNIItACTOR'S OVERHEAD 23S,338.36 79.719.45 79,779.95 79, 779.-1 `~
CONTRACTOR'S FEE 170,95ti 98 56,935.33 56,985.33 56,595.11
TOTAL HARD COSTS 3 833,687.73 '
ConNn en 297,727.27 297,7.2' 2'_
Developer Fees 758,985.00 379,492.50 7/9,x92.50
TOTAL DEVELOPMENT COSTS
TOTALS (SOURCE B,a 18,729.00
_ 1,215,000.00
1,000,000.00
413,922.00
5,789 807.00
'' .`>~~ A'i"CACITMENT 13-1
__ INDEMNIhICA"PION AND INS(1RANCh:I2F,QilIR_EMN:N'I'S
"~"'''~ NOR CONSTRi)CTION AND MAJOR
~~~
t~-ri KEI~A131LI'1'A1'ION AC"I'IV1'17ES
Contractor shall indenutiCy artd hold harmless the County and its oflirers, employees, agents and
instnmtcntalities from any and all liability, losses or damages, inchuling attorneys' fees :md costs of
deicnse, which iltc County or its officers, employees, agcnls or instrumentalities may incur as a result of
claims, dcrnands, suits, cooties of actions or proceedings of any kind or nautre arising out of, rclatutg to
or resulting from the performance of this Agreement by the Contractor or its cutployees, agents,
servants, partners principals or subcnntr;refors. Contraclor shall pap• all claims and losses in connection
therewith and shall investigate and defend all claims, suite or actions of any kind or nature in the name
ol'the County, where applicable, including appellate prot:eediugs, and shall pay all co:;te, judgments, and
aftotncy's fees which may issue t}tcreou. Contractor expressly understands :ntd atrfees that any insurance
protection requirul by this Agreement or othcnvise provided by ConlracGtr shall in no way limit the
responsibility to indenutify, keep and save hanttlcss and defend the County or it:; o(Trocrs, employees,
agents and instnnuenta!ities ,rs herein provided.
The Contractor shall fitrnish to Mianti-l_)ade County, c% O!7-ice of Cormuunity and Rconomic
Development, 140 West Flagler Street, Suite !11000, Miami, Florida 33130, Ccrlific:ve(s) ul' Tnsttr;trtce
which indicate that insurance coverage has lx:cn obtained which utccls the reyuiremenLe as outlined
below:
A. Worker's (:ompcnsation Insurance for all crnploy'ees of the Contractor as reyuircd by
Florida Statute 440.
13. Public Liability hrsurartce ou a comprehensive basis iu :m sunounl not less Iltan $i0U,000
wmhincd single limit per occurrence fix bodily injury <u,d property damage. )Viiami-
Dadc County must be shown as an additional insared with respect to this coverage.
C. Automobile Liability Insurautce covering all ot+nted, non-owned and hired veluclcs used
itr connection with the work, in art amount not less than $500,000 wmbined single !boil
per occurrence for bodily injury and property damage.
ll. Cotnpletcd Value 13trilder's 1Lisk Insurance on.att "All ILisk" basis.in an .amount not Icss
than one hundred (100%) Ix:rcent of the utsurrble value oCthe building(s) or stntettuc(s).
'[1te policy shall be itt the name of Miatni-node and the Contractor.
)/. Ytofessional Liability [nsurntce in the name of dcsigm professional for this project, iu art
amount not less t}ran R25U,000 with the drduclible per claim, if any, not to excced 10% of
ilte limit.
All irrsttrartce politics reyuired alxrve shall he issued by companies authorised to do business under tltc
laws of the State of Ilorida, witL the following qualifications:
The company must be rated no less than "I3" as to management, and no Icss than
"Class V" as to financial strength, by lire latesrt edition of ISest's Instrrattce Guide,
published by A_M. I3esf Company, Oldwick, New Jcney, or its cyuivalcnt, subject to
Qtc approval of the Cewnty frisk Management Division,
The coml>vvty must hold a valid l~lorida Certificate of Authority as shown in the latest
"List of All htsurmcc Companies Atithorired to Uo Business in Florida" issued by
the State of FloricL~ L)cparnru:nt of insurarter. and arc. members of the Florida
Guarvuy Fund,
CertiSc:ttes will indicate no rnodifieation or ehartge in insurance s1u311 be made witlu>ut thirty (30) days itt
advance notice to du: certiiica[c holder
MI14M1-DAS~E CAPITAL IMPROVEMEN'
PUBLIC FACILITIES
Reporting Period: ^ '.=~ Quarter {Jan-t,'~lrj { ] 2f° Quarter ~i+pr-;unj
Section I: General Information
Recipient PJame ,QraNzation;
Contact Person {Name & Tine;:
Activity Name {Projeci Title):
Adivily Address:
Activity Description:
Adhdity ID # Imex Coda: Fund'.ng Scurcc Funded Amcunt: S
Activity Category: ^ AdminisUai~on ^ Capl:al Improvunall ^ Economic Cevelopn!enl ^ Hislori;; Proservalien ^ Housing L Public Service
Objective: [] Create suitable living environments ^ Prov de decent affordable housing ^ Create ea?nem~c opportuni5es
Oraccrnr_, ^ AvailabiGtyiar,~-assbi ily ^ AfiordabYily ^ Suslainabilily
---- -- - ,
.Section IL Financial Information
`
TOTAL
APPROVED ACTUAL C
~
EXPENDTURES
REIMBURSED
CUMULATIVE
PROJECTED PROJECTED
CATEGORY I
EXPENDED
CUMULATVE
PERCENTAGE
EXPENDITURES CUMULATIVE
BUDGET
itreueartnri CUMULATIVE (
t,nrou~_na c+vs quatwl a&Ut p,eat 0aar4.o EXPENDITURE
~
_._ -
_ _-_. .~
- _ -
_
- I
ul r'.7 elt. t lrQ -_ -'- __
- - - - . _ .- P! b;;:nha:.Gm,;:
Q
I i0
r- --
IOpaaUnyCtists $
$ S -- f
$ "/:~ S $
1 L
I _ _I . I
1Cunrrvldics -_.i ~I$ ~
$.
-
- $ -- ~
--- ~-- -~
--- l -- ~ ~
_
.
CanilalC•uilay ( _
-
I
_
$ ~` r
$ I
$ ~
---
c!~
--
I~
'$ __.. I _
-
_--- 1
$ _.
I
TOTAL $ $ ' $ ~
~ %
I S ~ ~
I$ ~
Program Income ~ Tie C;positlor, of Pwyrarr. Irnwrca ncape:iBouiy li,ts] m the appra~oi Program+~xme cudce: roq~ its pr rvvlen appra+ai Bom Ot:EU.
1.Ooes this activity generate Program Income? ^ Yes ^ No 2..F yes, indicate the amount generated this quarter. S
3. If yes: was v:ritten approval granted by OCEO to use Ule Program Income neneraled from Ili s actively? C1 Yes (1 No (~ N+A
I` yes. eC1 i:43rh cop(M approval letttr and re atei c•:~°cmvn:; f nn, a'.ailtei rues; ter znpr:rva~. to use Itte °ur{-ani Itx:onie nrr.;t ue sabmaed to CChD w--a erect p;:paWc lu Fhacii-Dale
Counfj far ;he yC-rtrad ?rcgam irccme m.it Et Saunrted duaRer; In arnr~:nce ~iilh A~.e lems :>19~r ronhaa • (:heck Al4cud? l,] Yes ~ No ^ NLd
ACTIVITY STATUS AND ACCOMPLISHMENTINFORMATION
1. Activity Status: ^ Canccltcd ^ Undcrnay ~ Canplc,ed 2. Fnv~ronmenla! Slates: ~ j i+ Exempt j~ C=Completed n D=Undervay
3. Is fnis activity still in oompliancc v;iCl the onginalrroject sche;iule'? n Yes n No
O:iice of Community and Economic Cevelopment
QUARTERLY EXPENDITURE AND
PROGRESS REPORT. FY 2009
~ j 3n0 Quader ,Ju: Sspt~ ^ A1° C.larler Qcl-Cur; .Annual Report
TelepilUne NUm:;Cr
Page 1 of 2
Quartedy Expenditures and Progress Report {rev 12-75-0SJ
CAPITAL IMPROVEMENTS QUARTERLY EXPENDITURE AND
M®~'~E -PUauc FACILITIES PROGRESS REPORT • FY 2009
- __ - _
Section V: Problems Encountered +P K.ihrriAesi.tin:ennyvulF'nswJuP_r cn' of .,G,~rn p'.1.' +~ q=-1
!SectlonVl:Technical Assistance • ~IpaurnrGrA.•easrP,:>Sar.OMOrar]:ipatCJnCP11or4'rhni~ala55!siarrr.ri.inna•.apefaN pFav:::ex(bCRGrzLreCrplcai451aiu« attired
Section VII: Performance Measurement __ __.'
AccompGsbmen; Type: (-] Peept lap [J Housohoids dal [) 6uslnessos Ic~'+; CI Organizatiors µ:.? ~ ] Hccsing Units (tcl
Puntr, Facilit es n rl ^ Jobs ;11;
National Objective: ^ Area b'•lide E3enent (e.y. L41,;. Li'f,Fl, LAaASA, S3A; -or r] Direct Beneril !c.g I ta•;:, l P.iH I.6.1Jj
>Achtevemehis ^ Yes ~ ] t:o Type. ^ Ho rsirrd Achievements: ] ;Yes [] Kc Type: ^ Pboplc or ^ Fous°holds;
. Housmg_ Units Pcoplc Households
_-
thvner Rental Bu er Total ; Low! ~. Total ~ Low! Female !
'..y-Total People
' ~ ' -, : plod ', Households Mod Headed
FojectedGoal ~ i i :...............:. . --~~r - i I
,.----... ..:........ ..: 1 - Prujeeled Gcal i t
Actual ThisOuaner` ~ ~ _. ~ -.__. _....__...~.__.. .-.._
:.._.-- ._.. _. s ............... l..-_....... Actual This Ouartcr" -.
.. ;
kC;ual Cumulative ; 1 -......... ...', ...... .. ~ ------f:
!+ra~~l Ccni~lali:e t.
-_ _ .. _........ _...__: .-....._~._.:_~_..-.~L..-....- ~:
'Supplemental Fom+ fJi Required - A'taehed ~ . N
`Supplemental Form ~ Required -At7art+cd Y i tc
(1 } Performance R 6enetit :;nia: Housiny ---
;JO(rk0•~I`hrndedprojerr., nors!s~bmr!epofcat.'e acPdfy'se!op lorrrr. l9j ?eformarlCe?. Deneft Data-Pbh'.ir, oerc'^,eR Acminislral~on [] ~r-
{2; Fnriornunrx R 62neL1 Da12: Ca;:dal I°~prpoem~=nt R Puhlir, Fari!ilies ^ -or-
;;!} Performanoa R Brncfit Calve: Huusirg L J
Note: Hnhr~ VH1C:1 pt0,¢)^:5 n?J.^. Subm$.y:HNSS~~b dc!t; Ry S_f :'p term
Yes (~ No T e [~ Jobs or ^ Businesses
Adhievernents. ^ yp
Jobs Created Jobs Retained
FT Jobs ;low 1 Mod ; PT Jobs i Low 1 Mod i Total FT Jobs ;Low 1 Mod ~ PT Jobs Low r Mod - Total
Projurazd Goal I <
........ 1 ...... _ .
Actual This Quarter' ', ~ i
~. .... ..
. .. __ __.. -- -. ... .. .J.. ....... _.. 7 .....
. 1
P.Ctuvi Cumusl se ? .! { ..-.... ~~'-~~-~---- ~ '_ _.. _.....------....t.._._.,_
'Supplemental Form G Required - Pedormance 8 3ene'rt Data' Econemic Cevelopnrenl -,Ulacrred Y . N
{ (
j PERFORMANCE CERTIFICATION: ~ This certifies Thal No Accomplishments occurred during this Quarter. 'n~aNC~
NOTE: SudniCal or Suppbmonla Fong - Pwfnnnnnce R e:;nefA Gary is not royuired al u+u 6me used ou ibr.:.c9if r~!inn Ihal nn zxonp:ahmen6 owuned dudn~ this quarter.
CERTIFICATION
This s to Celity ihzl the data and c;':rer in`ormalior provided .n Ihis Rupon is coned. based on official accor;nfng system amd n:cords, and ;hat expe~r:ilures and
ob'iyalicns shrnvn',ave been ma iz h+rthe pu•pcse o` 2nd in accArdance with apphcab!c Terms and Gmditiors of the Com: act and F undinn itequirerrrms.
Report Prepared by: _ _ _ _ Title: _ Date:
Finn numu
SignaNrc of Ccrbtying OfficiaC _ _ Title: _ Date:
FOR OGEA USE ONLY .. ArAvity IDIS Number. __ _
Report ^ is / ^ is not comp:ule • Repon ^ is ± ^ is not accurate + Initial revievr tar completeness and acwracy wrr~pleted by:
Name: Date: Name: _ Oate:
- - - Tern ! eaGr rSnNrcanr
Crnir acts OrACer
Otircn of Cortununity and Economic Drvrelopmenl Page 2 of 2 Quarterly Expenditures and Progress Report (rev 12 15 0&)
QUARTERLY EXPENDITURE AND PROGRESS REPORT
INSTRUCTIONS, DEFINITIONS 8 ACRONYMS
QUARTERLY EXPENDITURE & PROGRESS REPORT -Page One -Instructions
Reporting Period: Fnter'X' in the box that cocespemis iv h the at~prcprate reporting perm: `or Ihis repo4
Section I: General Information
1. Recipient Name: Fill :n the appropriate Aconyy! Organiza>.on Nam.r-:.
2. Contact Person: FlII in Ilse Contact Person s Name and T Ile.
3. Telephone Number. Fill in the Telephonr, Marnber of the Contact Person
4. Activity Name (Project Title): Eller the nom;; rf lhr, acU•s,ty
5. Activity Address: Enter tr comptele address of the location where the activity is hating placa.
6. Activity Description: Enter brit" descriptler. o`;he, activity (120 characters maximum;.
7. Activity ID #: Enter Acti~iay ID No. of the art wily.
8. Index Code: Enter the Index Code, from FA.f.11S.
9. Funding Source: Enter the landing source (r,,g. CD'3G 06. CD6G Dn 07 FS ; 07, ti06!L 98. itOt:1E CHCO 08, otc.j.
10. Funded Amount: Enterhe total funded amount of the activity. include addihonal awards isame tardiny seurcej if applicable.
11. Activity Category: Fnler"X' in the bcx )trot rorresponds v:ith the appropriate Category of the activity (e.y. Housing, F.wnomar Development, elr,.j.
12. Objective: Ente; 'X' :r. al! Ihat apply for the primary objective lte activity is designed to previdr:
13. Outcome: Enter "Y." in a I that acply for the primary ouicom.e the activity is designed to proviue
Section II: Financial Information
1. Column B: Enter amowtt budgeted bar the activity in each caleynry of lf;r, approved badge) (cr most reror'.t approved budget arnendrnenti.
2. Column C: Enter amount expended fur If:e activity in each category during this reporting period.
3. Column D: Enter the ac:uai cumulative expenditures from beginning of the contract throayh the end cf this reporing period for each cateycry,
d. Column E: Enter Lne cuumulative amount reimbursed 1«un becinning of the contract throayh the erd of this reporrog period for each cateycry.
5. Column F: Enter the cumulative perrent o` expenddures Icr eadr category by divitliny each amour.) in ce':umn D (Actual Cumulative Lxpenditures) by
the corresponding amounts as shown in column B (Approved Budgetj. Example - If Column D shows $5,000 expended to date in the Personnel
Category and Gclumn R shows $20.000 in Ilse Approved Budges far this category, Ihen the percentage in Column F would be 25°'0.
0. Column G: Enter arncunl of projected expenditures in each category for the next quarto; •4eparting period).
7. Column H: Enter amount of projected cumulative expenditures in each category from beginning o` li+e contrail throagh the end of Use contract peroc.
8. Total: Please include to;ass a; Gre hellorn of each column 3 through H.
9. Generate Program Income?: Enler"X' in the "Yes' box if this activity is expected to generate Program Incona;; nlhervnse enter"X" in the "No' ocx.
10. If the response is "Yes" to Program Income: Inaiade. Ihr, amount of program income generated during this reporting period; if the ansv:er was'No'
enter N.A.
11. If Program Income is generated: Enter "X' in the "Yes" it OCED approved use of the Program Income & provide copy o. written approval letter along
with all rela[ed documents. Ot1v:nisn. crter "X" i~ the ":''n box and subma a v:ritten recces! Icr approval -0r- a check payable to h4iami-Dade County
for the generated Prcyram Im:oma.
!: __ ACTIVITY STATUS ANDACCOMPLISHMENT INFORMATION
1. Activity Status: Fnter'X' in box that co«esponds wi!h the appropriate status of the acaivity [Cancelled, Underway, or Complefcdj. Please note that an
activity is considered comptele once it r,:ees its na;icnal ob;ec~°:e. all accompl[shrnents have been reported, and all lho funds are dictum hom IDiS.
2. Environmental Status: En;er'X" in the vox that corrosprnds wiCn the appropriate status cf the ailiviTy [A=Exempt, C=Completed, or D=Undenvayj
3. Compliance with Original Project Schedule: Enler'X' in the "Yes" box if the activity complies with the original project schedule; i` not enter "X" in the
"Nti'box,
Section III: Work in Progress.
Provide a brief namalive desrripticn of vrork in progress dudog this reporting period. For example
• Housing • During tilts period architectural drawings were complete,), buiiCiay department approved dravrires, environmental approval received, plat
filed with the County, and construction is expected to begin next quaver.
• Economic Development -Fifteen jobs were created during the reporting period, rue additional pbs are expected to be created by next quarter.
• Capital Improvement • 75:'o cf construction of the dfildcare center completed this reporting period, Project on sch~ule and is expected to be
wmpleted by next quarter.
Section IV: Other Suaaortina Efforts
Provide a brief narrative description of alt other supporting efforts that have begun, paNally implemented, er cnmp!eled during this reporting period.
Include quantifiable data whenever appropriate. In addition, ocher expenditures of Funds, including local r.+a(c9t and leverage contributions, should be
depicted here.
:QUARTERLY,EXPENDITURE&PROGRESSREPORT-Page?vio-Instructions _ -
Section V: Problems Encountered
Provide a brief narrative description of any problems or delays that may have been encountered during this repoding period cr that are anticipated in the
nett quarter. Repot any problems That may impact Use project as originally proposed, including but rot limited to changes in Scope of Services,
bnneficiaries, target area. or oIDer proposed outoomss. Recipients are enwumged to notify the Contracts Officer to reporD'discuss any problems
encountered in order to resolve them as quickly as possible.
Section VI: Technical Assistance
This section is reserved for recipierds to request Technical Assistance o` any nature rela'ed to the funded activiTy.
InsWctions. Defin:Uons & Acronym; Icmrttrd 6rb0:Gt3j mvseU SiS~>)8 P2~e t of 5
QUARTERLY EXPENDITURE AND PROGRESS REPORT
INSTRUCTIONS, DEFINITIONS & ACRONYMS
Section VII: Performance Measurement
7. Accomplishment Type: Lntcr "X" in U,e bex trf ctirespouds to aitn the actual arcun•{;lis.he:ant!ype of th s activity jPcople. Households. Businesses.
OrganizaG^n5 H:;us:rg Un'.lS, ?UOIiC FacihtieS, o' Jobs).
2. National Objective: Enter "X' in the Dox Il:at cenasponds with Ihn National ebjectrre of this actiray. Rufrr to r%2achment A in 1ha Ccnkact to locate
the National Gbjective fm the aCliv;ty -0r- cY:ntar;t the Con7acts Officer tc obtain this inloanation.
%~ ~ `.~
Code Beneficiary Type Description 24 CFR Citation '
' LA^:.^ r.ie= 3si -, na'it L~ : rt d Aral danefit ---- - cf02JR(ai 1,-~
LA'.AF! xr„) Cis s N..rcLl _u.et.4ud Area Br,•udi:. Corr ni.rriy Cevalcpmerl ~-manrial Irsfipaiunl,^.:f'i ~ 570.2UL'dd!!o;,i;
LR'ASA sea b _ is br;ncfi: Lr: fvlod Area E3nn.,fil, N ig rb nhocd 42:~ lafcatcn Strategy Area ~ ° 2C8irit S:iii -
lk{(, Dir>r Benefit Lav's'o9'_imitdClienleldtien_~il ~ a0.T1Ciai2;
~tr1CMC Di;e.l 3ene i, f nv;'Mod LaniteJ Cliexee, kdiaoenterprisr, .,rC 2U8,a!r2),m!
LM,CSV ' Cuect [3e~cfl Ltnvltdad Limited Glienfele JobScrvirr Benef I `u70?OSfat{2}(iv}
LMH lii•^d 6enafi: Loa•!:fod 1 imusiag Benafit 573.2C&{aj(31
L^; HSf '. C riot [krc6t ~Lostlrlod Housin. DencfiL Ct7`'I or Vnichhorfiatu Reritalica;ion Slate ^ Area 5r0.208(dp;5;(ii}
g 9r 570.2 dldl;'c'ii
LhS. Dirac. Benatit ~ Lrnv!tbra7 Jcb Geai.oniRetention 570235faj;cy
L?SJFl DirrclF3onrfn Lowit,4odJODGrealiontf2otcnlien.PJbhl:Facilily;lmprovemen:gene+i; 570.208(x){4fie};F) •
l J~1JV Direct BeneGl I cvrltdcd Job Creation, Lcca:icrv Based 570.20Eja}(4j;ivj
S3A Ces g•valed Area basis Slum!61iyh; Area Bene'i: 57U.238(bj{1)
S3R Urban Rene~na Ara Slum!3Lght in an Urbaa Rencaal Amu 570.200{nj(3)
SBS Sooi Basis ulumi0 inht S. 'Basis 10.208rb)(2j
UI2G UrgertNeeO U,cn1N"cd - ~_ ~~570.2619?cj ~~~
Ir-- ~ ro-
The data in this sccton is required on a quartcdy basis far ;he reporting period and cumulative {from the beginning of the contact period Through the
quarter being n:portedj. If mere are no axomplishmenls duiing the reporting period, the data for this Ouartcr and Cumulative may be left btark, and
the Recipient must wmplete the Performance Certification chu~,k box for'No Aaornp'ishments"
3. Total Housing: Housing rtivilies that ComsUUCt or Rehabilitate Rental Units, Acquire andror Construct New Homeovmer Units, Rehabilitate
Homeovmer Units, or provide Homevirrer Counseling and Direct Financial Assistance to liemebuyers must complete this section if any
acco;nalishments are achieved in the reposing period and complete the Supplemental Form, "Performance and Benefit Dala Housing'.
4. Total People or Households: Activities that provde Public Services or Administrative {e.g.. Fair Housing P.ctivflies) must complete This seccbr. if
any accnmplishments are achieved in the reporting period and complete the Supplemental Form: `Performance and 6enefd Data: Public Services ~r-
Administra6on". Capital Improvement and Public Facilities Activities must oomplete This section it any accomplishments arc achieved in The,
reporting pencd and complete the Supplemental Form. "Performance and Benefit Data: Capital Improvement 8 Public Facilities".
5. Total Jobs: Acwilies that crease or retain jobs, and!or provide assistance to businesses, must complete This section if any accomplishments aro
achieved in ltic reporting period and complete the Supplr:rnenlal Fomt, 'Performance and Benefit Data: Economic Devetcpmeaf".
6. Performance Certification: The Perfonmarce Certificatirn check box for'No Acco:npiishments'"mull be checked and in3ialed by the Certifying Official
it there have been no acwrnplishments during the reportny period This item certifies that there have been no accomplishments during the reporting
period 2nd the Recipient is excused Isom providing any further aceomplishment information on the activ4y status as required by HUD. Reference HUD
"Notice of Outcome Performance A9easurement System for Community Planning and Development Formula Grant Programs.' A copy of ;he NoGCe
and additional information about perfomtance measurements is available at fire folloa~ing link: htipahwrw.pact.govlofficeslcpolabouUperformance7.
7. Report PrepareQ By: The name and tiGe of the report prepares, along vvilh the date, must be completed.
8. Signature of Certifying Official: The Certifying 05icial of the Recipient must sign the report, his or her tiUc must be entered, atd the certificalion must
be dated.
SURPLEMENTALFS?RM p~RFQFtMANCE&'®ENEFITDATA
This Performance and Benefit D21a Report must be completed and provided to OCED fcr any quarter when actual aocomplisfimenls are achieved, the
activity is completed, and the na5onal objective is met. In addition, direct benefit or area benefit data must be provided as welt Please fill out the requested
information completely and accurately as applicable for the funded activity. The fallowing general in(ormaton is available on Attachment A in tha conVacC
Activity ID, Activity Category. HUD Activity Matrix Cafe and Description (HUD Activity Type), Accomplishment Type, and National Objective. All reports
must include the name of the person preparing the report and the Certiying Official of the Redpient must sign the repod, his or her title must be ester, and
the report must be dated.
Instructions, Definitions & Acronyms (cremed G3G!0&(revised 91510& Pnge 2 of 5
QUARTERLY EXPENDITURE AND PROGRESS REPORT
INSTRUCTIONS, DEFINITIONS & ACRONYMS
kAreS.+ ~ ~. •< ~ R.0' ~'t(d K~}`.•~~.t~l~~~ . ~ J ~.:I'ul"1 ~ .tilt IG L' ~ ~'1 ~J~ 22\~n'T17
Project Category trequiredJ. En'e rc n the box Ih at m«esponds with the ~
Project Type [required) Fnler'X r. the box that corresponds wth the funded
I
funded p ojec..ype, project type.
Accomplishment Type 1 teasures r r.quaedJ: Erder'X' ir. the hex that Measures: Acqun;ibon:Ospo„itsan and ClearaacetDen•Alilion acdvd:es Doty -
corresponoswith the funded project type Enter "X" in ;he box that coresponds vrilh the funded arlivlly.
Accomplishment Units Completed [repuiredJ:.ndiaate (ne number of persons ,
~ Accomplishment Units Completed [reocircdJ: Indicate the number of uniis
or households screed anA number That are Icw:moc incomes rumpleted [Structures, Parcels. or f aci:itcsJ , Dumber o`. persons scror-d. and
-n.: 1Ta(l~(.,ti,ti,w„•Q,M1~""C1V.'Kti'n ~~.~"•::ter ^c:~^<:,r^e..:.w.-a;c:wi number Ihal are lowfmod income
PeAormance Measurement & Accomplishment Information [require:dJ 'riw°'r^w~K~K`w•'~"~~w'w°~`~~w•'K~~~~•w°'~~~'^~ ~ w"~•`r""`~"~`
(1j !ndicate the total Horatio; benefliny from the activity. Performance Measurement & Accomplishment Information [repaired!
(?) indicate method used to count the nurnbe: benefiting front the activity - by (1} Enter total numbc• bcnefliny from the activity fur Ih2 program yrar.
Fousehods sewed cr Persors served (2) Indicate if ;he court is by Household or Persons.
(J} Of those assisted, responds to each inquiry - a through c by providing the {3j 01 those assisted, respmd Ic each inquiry - a threuy!t h - by pror:ding tae
benrtitcd, aces proide ma fetal for a!I.
number th
a
t number tha! benefiler,, and provide the total for each section.
~
(
~
'G1`C„~,iT1'\•K~i tii W;\, V`,K+, w. Y'-,V`. V'i'K'iY iTY-~l"Cn\1\l'~.i•Vi1 `~;"C., wi^6iwiK:;K"V;'Vi••G;"~, V'~•U'„'4~V ti„'t. ti,V„U.'l1ll V-iY-i Y';V1'l'~Y,Y1y
Direct Benefit Information (repaired): BeneUciary!nformalion must he Direct Benefit Information jrequiredJ: Beneficiary information must be pro•,dded in
provided in this secLnn for act:•rilies havl~~g a naliona~ obiectivo of Lh4C, ;his section for aptivil:es ir<:viny a natinnai obieGive of Lh9C, Lto1Ch1C: LfsSCS1+,
LMCP,dC, Lh1CSV. Lh1H, Lr•AHS?, Lh9J, LhAJFI, or L41JP. Otherwise, complctc Lh4H. LhiHSP. LA1J, LMJFi, or LMJP. OUhenvise, cnmp!ele the Area Benefit
the Area Berefd Information sectirn:. Provide information for actual number of Information section. Pralide information for actual number of households or
households or persons assisted, for Ihis reporting period and the cumulative persons assisted, for the reporting period and the cumulative totes, Also, pre•ndc
total. Also, provide requested infomation in Ihe- Income Caieyory and Oiher requested information ir. the Income Category and Other Beneficiary Data
Beneficiary Data Sections. Sec;ions-
Area Benefit Information [required;: It applicable for funded activity. Area Benefit Information [required]: If applicable to: funded activity.
wSV-;^o;roi~G~K.:^G:^G'.~G.v'Li:.ti v.~A.~:.ati -<.~wS+fi a: wS^Fi K:,+cn+di~cFi~^5 w,^G;^G.K..v~~~G. ~S~K,r~,i~E.w',aiw4<ini ~~~E.v~i~lv'i-~~y~ti•w'i
Funding Sources f Leveraging of Funds [required) Funding Sources f Leveraging of Funds (required)
- - -
Required Attachments must be provided, if applicable
--
HOME Funded Projects Only [r~juiredJ: Enter "Y,' in the Lox th:zt crnresponos with Note: Jobs data should be prepared as accompiishmentsfake plans (as jots arr. 1
the tended HOME tern;rc hjpc, rx,mp:ole. the curr~pcnding Form, & attach it to the aeated} cr on a quarterly bas's, at a minimum.
repeat.
'
' Job Crealiogandfor Job Retention Information (responsas required #or thi;
Project Type [nslui•wi: Er•aer
'n lne box Isar corresponds with tic rundrd '
X Accornp;ishmenl Type)
protect lye.
Number of Units Completed regcirMJ: hdicale total aurLer o` Rental Units. (i} Con,plele the Job Creation area if the activity is expected to create jobs:
Owner L•nds, a H«mebuyer Households completed for ihr. fundol actively. cth.enrise, cemplele she Job Retention aria if the activity is expected la retaih
CDBG Mufti-Unit Activity, if opal Cabe: Provide aC requested information torboh
i
i
i
' lobs.
{~) ;ndicate the number of jobs Heated or retained, as applicable, by job type for
chars
seC.
cn
n Ih
s
Displacement Information i' appfcabtr,: Pror~CC of roquested ir(r+analior. in the this repotting period and the cumulative torah
chad. (3) Direct Benefit Information - must be completed for the actua' jobs created or
Replacement Information, it appti .ible: ?~ovide all reqursled inforcoation in the retained, as applicable; for this reporting periotl and the cumulative total.
chat. Also, provule requested information in the Income Category and Other
.s;wi,sw;w;w;-e;w..c;.~: ;~ .,.MKS ~.e,.~~, y~K: ~,;,w.~w:w: Beneficiary Data Sections.
Performance hkasurement8 Accomplishment Intormaton [required), ail (A} Numberof jobs cn:ated v61h employer sponsored health care benefits
applicable sections must be compbted (5} Numbor unempbyed prior to taking job aeated
(1) Provide ncmber ot.a`rordab c llrits anc rasp+nd to each inquiry - a through f - (8} Number of jobs retained vrflh employer sponsored health care UeneGls
ny providing the requested inforrgafpn (7) Provide explanation if proposed goa?s are not met
(2} Provido number of Section 5;,4 ACl;essible Units ~~.~.~.~~.s.~-c+•.•:w+-c.ri.5~s~-:.-o.~.a~~.c;KcKS..s~:.K~;-aiKC -c;..;
(3) P:ovidc number of units qualified as En2yy Star ,Assistance to Businesses [responses required for this Aocompiishmcnt Type)
(4) Provide nur-be• of unis Neughl up to HOSf~ocal Code (Rehab cnlyj (i) Indicate total number of business assisted. of that amount indicate how many
(5) Provi+le number cf mLls brought in compliance wish lead safety (Itchab only' are ne•.v businesses and the number of existing businesses
(6j Provide number of units creatu~l through convection of non-residential to (2} Of rho existing businesses, indicate how many ware expanding businesses
residential buildinos (Rental Rehab onlyt and the number that were re'nra5ng
(7) Provide number of households previously living in subsidized bossing (3) Indicate the number of businesses assisted vrilh fa4ade Ueatmen' or business
(ACquisitiontConstroction Noe Hxnernmer only} building rehab
Direct Financial Assistance to Homebuyers, if applicable (4} Indicate the number of businesses Ihal pmvde goods or services to meet the
(1) Provide number of first lime homabuyers and of those, ir>dicate ncmber that needs of a service aroa, etc.
received housing crnwscling (5} Provide the DUNS number for each business 2ssisted [a regturement for any
(2) Provide number recelviny Down Paymont J~ssistarce:Closing C.^sss business that receives Federal assistance]
-6~~Ero.Kr.dw-a:-s;-s-c-cif... -ram ~d.-~ .~:++~cS,.R.~~KAS.-c.K~.~i.-c.
tii^C~'L,^G;Kr;^W'Gi~(i.`Gi"G'„`Gi W,V'iK,V'-~KGiSI~"i, 'h'Y M~Kfiti tii'~:i`G;Ks"G K•
Direct Beneficiary Information [required) -must L•e comp:cled for Ihr.:;ctual
~~ Benefit Information [required)
number of housebo ds asslstud, fa this reporting pedod and the cumulztivc total. Funding Sources 1 Leveraging of Funds [required)
Aiso, prrvid0 rcquestcA infcrtnaion in the Household Income Category and Other Required Attachments must be provided, if applcable.
Bendrr.lary oat., sections.
Funding Sources (Leveraging of Funds [required]
Rncuhrd Atiaci~enetits must be provided, if alp,'icabin. ___
instnrctnns, Definfions & Anonyms (created 8130418) revised 9!5108 Page 3 of 5
QUARTERLY EXPENDITURE AND PROGRESS REPORT
INSTRUCTIONS, DEFINITIONS & ACRONYMS
- ---- -
DEFINITIONS & ACRONYMS
Area Benefit: "hose activities haviny a national objective o` L61A Lh1A.t:, and _.`.tASfi- Banefiriary data is repared by Survey or !,'ersts dose for ie
percentage ui',ev;- and moderate-incorne persons in the ser4ce area_ CDGO regulations specify that 51 ga:rc°r.t of the residents rf the scrv;ico area m~os: ca
LFAI Examples of area beneid zctieit:es indade streeUsidewalk improvements waterise~ner lines, ne;ghhanc~od facilities, and facade iotproven~erts ie
neighbcrtrood commcrcia districts.
Census Block: A yeoyraphic area teundec i;y vsiule andtor invisible teatares snorm on a map prepared by the U.S. Census Bureau. A block s the
lute of the CDBO prcgram repo res that each activ!ty funded except for program adm nisTation and
objectives. All CDB(; activities must acl•ieve one or more of these national objectives.
persons,
> or blight, and
eferced to as urgent need}, e g , existing candif~ons pose a serious and immediate threat to the health ur
In additicn, a mininuun of 70`~~ of the CD3G program expenditures must meet the LPAI benefit nadonal objective.
Direct Benefit: Those activities haviny a national objective of LA4C, UvtCtvlC, Lt~1C5'J, LPAH. LMHSP. LMJ. LhdJFI, or LMJ?. beneficiary data is repcrted by
ENERGY STAR: ENERGY STAR is a joint program of EPA and DOE to help us all save money and protect the environment throuch energy efficient
products and practices, h'UD encourages incocporalion of ENERGY STAR qualified products and practices when conducting rehabi!italion or constructing
nave housing. Likew!se, ENERGY STAR is a daW element for energy ronservalion activities for She housing indicator uategories in the perfmmance
measurement system.
Extremely Low-Income: Households with annual income less than 309'0 of the area median income.. as established by HUD. The number of household
rnembcrs is used in the determination.
Ethnic Categories: Hl1D aid grantees are required to treat ethnicity as a separate category. "Hispanic or Latina" and 'Not Hispanic or Not Latina" are
designated as separate ethnicity categories.
• Hispanic or Latino: A person of Cuban. hlezican, Puerto Rican, South or Contra: American, or other Spanish witure or origin. regardless of race,
The tenn,'Spanish origin; ran he used in additiai to'Hispanic or Latino'
• Not Hispanic or Not Latino: A person not of Cuban, PAexican, Puerto Rican, South or Cenirat American, or other Spanish culture or origin,
myardless of race.
Family: All persons living in fire same household ~aho are related by birth, mardage, or adoption.
Household: All persons oceupyiny the same housing unit The occupants may be a single family, one person lung alone, two or mare families living
togeCnrr, or any group of related or unrelated persons vhro share living arrangemerds.
Housing Quality Standards (HQS): HOS are set acceptable conditions for interior living space, building exterior. heating and plumbing systems, and
general health and safety. The purpose of HUS is to determine whether a housing unit is decent, safe antl sanitary.
Income: (t}Annual income as defined under Section 8; (2} Annual income as reported under the Census long form; or (3) Adjusted gross income as defined
by the IRS Fortn 1040.
Low Mod Job Creation or Retention (LMJ): An activity designed to meet the National Objecfive of creafng or retaining permanent jobs, at least ?0 oercerd
of vhrich (computed on a full-time equivalent basis) grill be made available to or hettl by LMI persons.
Low Mod Limited Clientele (EMC): An r~tivity carried out to meet the National Ubjective of benefit to LMI persons. Activities under the Lb1C category must
meet one of the folbvrmg criteria:
• Benefit c;ientele that is generally presumed to be principalty Ltvtl (ahosed children, battered spouses, elderly persons. severely disabled adults,
homeless persons, illiterate adults, persons Irving with AIDS and migrant farm vrodcers); or
• Require documentation on family size and incorne in order to show that at least 70 percent of the clientele are Lh41; or
• Have income el yibi;ity requirements limiting the aclivily to LMI persons only: or
• Be of sudr a nature. and in such a location that it can be concluded that clierls are primarily EMI.
Low Mod Income Area Benefit (LMA): An aclivily carried out to meet the National Objective, of benefit to Lto11 persons Ihat be,rehls all residents in a
particular Wrget area, vhere at least 51 percent of the residents are LMI persons.
Low and Moderate Income (LMI): Low and moderate income means family or household annual income less than the Section 8 Low Income Limit,
generally 80 percent of the area median income, as established by HUD.
Law-Income HousehotdlFamily: A househokL'family having an income equal to ar less than the Section 8 Very Low Income limit (50;b of the area median
out fo meet the National Object^;- of hen=Iii ~ L0.SI persa•~s househald~, e.g., ac~Gt~.lsrtion ~„r~~~: r.r.. on, ui
s vrhlch, epon completion, vnll he accupeC C~,d L1o11 households.
the ~activ;ty is elinlhle unrrr CDBI FiulaCe~n3. U n~nPralP,~ rdcntli~~e the nurpp?c for whi h .,~ ,i,-1s~r~ ;re's
(80,< of area median
InstrtwUOns, Definitions & Acrcnyms (created 6f30:GBj revised 9/5~'O8 Page 4 of 5
QUARTERLY EXPENDITURE AND PROGRESS REPORT
INSTRUCTIONS, DEFINITIONS & ACRONYMS
Objectives: The objectives capture the range of community impacts Iha! are especled to eccdr as a resuli of procram adivities TP~ere are three pcss'ble
ob~ecuves fer each ac:wity t) CreaSrc Suitable Living Environments, 2) Prm:iding Decen; kousing. and 3) Creating ~conomic Cpporunities.
Outcomes: The program outcome helps further refine the activity s objective and capwres the nature dt the type of change sought or the expected resuh of
the activity. There are three possib;e outcomes: t) A:eailabi,i'y~Aceessii;lity, 2; Afhxdab~lity, an;13) Sustainability.
Period of Affordability: The number cf yrars a I.omeovner or iamebuyer must reside in and retain owncrshp cf an assisted housing ucit before the unit
may be sold wi:ho~.il pena;ty to ;he homeo:vncr.
Program Income: Any gross income received by the sob recipient ihai vns dirc~tly gener<a!ed .mm the csa; of f.D38 funds (74 CFR 570..51'i0ja)j.
Racist Categories: NUD data rryuesls ter racial inforn•~atlon provides the option of selec.:ng one or more of nine racial categories to idontfy Tae racial
demographics of Ne mdimduals and(or the romrnunities ,hay serve; or aie proposing to serve.
t. American Indian or Alaska Native A. person hav ny origins in am of the o:ig'nal peoples of Nonh and SouU~ America (including Central A.mericaj.
and who maintains Tribal affiliation or community attachment.
2. Asian. A pery'n having origins in any of Lhe original peop es of the Far East. Southeast Aaa, or the Indian subrontnent including. for example,
Cambodia, China. India, Japan. Korea, F1,alaysla, Pakistan, the Pni6ppine Islands, Thail2,nd, and brie;nam.
3. Black or African American. A. person having origins in any nt the black roost groups of Ahica. Terms such as'Hrliati' oc Negro' can be used in
add.tion to "61ack or African .American."
4. Native Hawaiian or Other Pacific Islander. A person having origins in any of the original praples of Hawaii, Guam, Samoa, or other Parific Islands.
5. White. A I>Prson having origins ir. any of the original peoples of Europe, the Fdrodle East, or North Africa.
6. American Indian or Alaska Native & White. A person having these mukiple race hertagges as defined above.
7. Asian & White. A person having these multiple race heritages as dekneo above.
8. Black or African American & White. A person having these rnulliple race heritages as delined abeve.
9. American Indian or Alaska Native & Black or African American. A person having these. multiple race heritages as definf;d aiom;.
10. Other Multi•Racial. A person reporting multi-race heritages not included in any of the other nine categories listed above, and tint have a tots count
that exceeds one percent of the population served.
Section 504: Section 504 of tt:e Rehabilitation Act of i973 prohibits Ciscrimination in Federally assisted programs on the basis of handicap, It imposes
requirements to ensure ihat'yualihed individuals with handicaps" have access to programs and adivities that receive Federa; funds. Minimarn recuirements
include, bU are not lim3ed to: 1) Removal of Physical Barriers, 2) Provide Program Accessibility, 3) Prlake Employmen' Accessible, and 4) Administrative
Requirements.
Suh recipient: An entity that assists the redpient to implement and administer its program. Sub recipients am genorally nonproBl o:ganizalinns litaf assist
the recipient to undertake one or mare activities on behalf of the grantee, such as administer a home rehabilitation !Dori pool or manage a job Ironing
program. Sub recipients are also referred to as sub grantees.
Survey: Thr, survey insJUment and meUtodology must be approved by HUD for the purpose cf eslablishine the percentage of LP.11 persons in a scn~icx: Brea.
A survey must meet standards of statistical reliability that are comparable to that of Ute Ocsennial Census data for areas of similar size Additional gnu:dance
s available in CPD Noticr, 05 Co.
Irnlructior~s, Oe6nilwns E Acronyms IcrOa;edof30.1i8irevised 915N8 P:~;e 5 015
Performance & Benefit Data: Capital Improvement & Public facilities
M IA~A M--~+I~•DADE Supplement to Quarterly Expenditure and Progress Report ~ FY 2009
Rcdp;ent Narne: __
AclivityName __
Activity ID it : Activity Ca;egory
HUD Ac6rty tvlatrix :,ode: Amomplishn;enl Type:
HUD h1rlrix Code Uescriptiou
^ A:quis!tion 1 Disposilicn
^ Clearance! Demolition
(-j Street Imprwrements
^ Pub!ic facility! Type:
^ Budding 1 Type: __
^ Other Capital Imprcvemcnt lTyae: r~~~:~r,:n;:,,t
^ S6ur.,ures • ^ Parcels
^ Slructuros • ^ Parcels
Persnns $ePaed • LG/: $~ tYl0defa:P. InCOme
Persons Served • Lo'.v & Adoderale Income-
Faciiilics • Persons Served • Lo•,~^fAod Inrome
persons Served • Low 3 t:9odera'e Inco;nc
t- Reporting Penod
~malr i i11~q ~')•
~~~_7r~ .~qll_)
i ~ i.rt'r [ hip :~II_[)
d~^ Guaaer i~c D~~f ! An ~ d t nr.d Lf
~' --- ~--
A o1 S~ uaures
_ ?t cf Parcc.s
k pf FdSIli11P.5
A of Persons S2rled
k et LorrrF.9od Iccome
~':;v° rs :r~cv~
e,~J.S<A it°:~~~1~~ ~l ,. ~' - } ^ °{atJ~- f, i,3 ~, 1s!NsJ~iJ •
1nSlnipon5 8 Applitabitit¢ MaUe'.il i;bjFxl-:•es Include LRrw., LIJw. Lh4H, ti5k. Hh, 6K:; or t!RG
1. Total benefiting for program year: _ 2. Counts by Households {H;. -cr- Persons (Pg _ __
3.Of those assisted, enter the number that
a) Now have new access to>his seam or benefit
_ b) Now have improved access to lL-is service or benefi;
cl Now receive a scrvim or benefit that is no longer substandard
Total
_ _ _ d} Now have new access to this type of public facility or infrastructure improvement
e) No•,v have improved access to this type of public facility or infrastructure improvement
f J That arc served by a public fadlity or infrastucture that is no longer substandard
Total
g) Homeless persons given overnight shelter
h) Number of beds created in overnight sheher or other emergency housing
• - o q s- e
Y
RACE t ETHNIC CATEGORY
Pedortrance 8 Benefit Data: GapiW.; Impnn'nment A Publ'r. Fzdli,ies trey 12-tOL~i!. Pave i o1'L Sunderrenl to Qu~3nc~•: Expenditurz Y. Prc tress Report
Performance & Benefit Data: Capital Improvement & Public Facilities
M~~IAMI•DADE Supplement to Quarterly Expenditure and Progress Report • i=Y 2009
~y,~~`v J'~~.c, ~` :L.~. J. !~O~J~,`mt.A«.1 ii.~:+:. ~`c~'-`. ~ ~'^ ti: V.;>.~t: ~%~i.:~b 'm`
'~~~~ F u~.• 1 6
~ DIRECT BENEFIT BY INCOME CATEGORY OTHER DIRCCT BENEFIT INFORMATION
' REPORT PERIOD TOTALS CUhULATIVE TOTALS REPORT PERIOD TOTALS- CUMULATIVE TOTALS
IncomeCateyories ,, - Other Categories ~-
i of rI P.uw.,er ~ c:dl DLnicer _ ~ r t el Ndm uer 'sfI L6.;uiuer
' Cxtremely law {30°.~o ar Iotsl ~ ~ Rta tf .rrneri;mg
! crc (31 ~ - 50?bj - - {,'.~~ Iha A.Ctiv ly -- _
tvlodera;a_~jl`.fo-d^u^~j Yoll~emale
Non Lor.~l< d tat',a oI greater 4~ac2d
•ICOSOh~:zd<
~~ Totals ~ - ~ __
Census i Cl or Surrey (Sl Da:a Used'. _ h (Sy; enla k of Lcv;ihdotl & Total Population: _ _
1 oral A of Lav7 :~/J it Service Area: Tota' Lrnat7,9vJ Ju•ve'se Fcpmat.:n in Service Area' _ _
?erren: c` L:vnitvtod in Somiculvea:
Census Tract: _ _ BWck G+oups: __
CersusTraC: _ B:ockGroups: __ ___ _.. __
Censusira~l: BluckGr:aps-_ _ _ _ _ __ __
__ - A R. O 0 f. . f Y-'~J~U.~
$ __ _ _ 1. CD"3G rands S _ _ _ __ `.O:hcs Federal Fu•ici
$ _ 2 HOM[ F-ands $ 6. Slatei ~ooai Cunds
$ __ 3. ^SG Funds $ _ _ __ -r. Pr.vah: Funds
$ _ _ 4. Section 108 u~an Guarao;ee $ __ 8.Ofnec _ _
~u:m: d Ibmin; ;. •.rp
$ Total Funds
~REUUIREp ATFAGHMENTS rA ap~rlieafaej: 1) CCENficatr, of Completia0 and 2)'~dner IegUlrBd rn. rmr ntatioe a.~ defcl2ii In inr Con~r,ir.. ra Swpe of Seri .,r..
Rehr; Prepared by: _ Tdle: Date: _
Siynalure of Certlfyiny OR~ial: Title: Oalc:
Pedonnance & Dmefit Data Copilot Improvercent & PuAlic FncilNes trey 17-111-0Sf Pnye 2 0l 2 Supplement ru Oual :edy Ex;end::mx R Proyress Repot
n~r~rnc11r1rrrr n
MIAMI-DADE
OFFICE OF COMMUNITY & ECONOMIC DEVELOPMENT (OCED)
INFORMATION FOR ENVIRONMENTAL REVIEW FORM
INSTRUCTIONS: Per 24 CFR Part 58, the purpose of the environmental review procedures is to
foster the implementation of environmentally compatible activities. As a grant or loan recipient,
Miami-Dade County will not fund projects that will negatively impact clients, communities, or
the environment.
Part I. AGENCY AND PROJECT DETAIL
1. Indicate Funding Source:
^ CDBG ^ HOh~1E ~ _f HOPE VI
^ HOMELESS (SROfSHP) ^ EDI [ ] BEDI
2. Indicate Fiscal Year: FY 20_
3. Name of SubrecipienUAgency: `__ _ _ _
4. Name of Proposed Activity: _
5. Location Address with City, ST and Zip} of Activity or Project: _ _
~__
_ ~ _
6. Site Folio Number s}: _ _ _
~_
_ __ i - - -~
7. Commission District(s): ---
8. Direct Contact information of toanlgrant recipient:
- - -- - -~
Name: _
Address:
Cit : (State: Zip: _
Phone: - ;Fax: _
Fonn Revised 10111!07
9. Detailed description of activity or project:
10. Vtrhat is the purpose of the activity or project? For example, Public Service, Economic
DevefopmenL Historic Preservation, Capital Irn~rovement. Housing, etc.
11. What is the status of activity or project? For example, Pre-Development Phase,
RehablConstruction Undenuay, RehablConstruction Completed, etc.
Part II. PROJECT OUTCOME
Will the activity or project result in the following?
YES --
NO
1. Change in use
2. Sub-surface alteration (i.e. excavations)
3. New construction
-
- - - - -
4. Renovation or demolition
~
~ 5. Site improvements (utilities, sidewalk, landscaping, storm
drains e, arkin areas, drives, etc.
6. Building improvements {windows, doors, etc.) _
7. Displacement of persons, households or business
_ 8. Increase in population working or living on site
9. Land acquisition
_ __ _ _
10. Activity in 100-year floodplain
11. Anew nonresidential use generating at least 1,375,000 gallons of
water or 687,500 allons of sewage per day.
12. Use requiring operating permit {i.e. for hazarclous waste,
~ _ retreatment_ot sewage, etc.)
_
13. A sanitary landfill or hazardous waste disposal site
14. Tree removal or relocation
15. Street improvements
16. The impounding of more than 10 acre feet of water {e.g. digging a
lake or divertin or deepening of a body of water).
'L
Part III. SITE SPECIFIC INFORMATION
1. Land Use:
Describe the existing and proposed land use:
• Existing?
Proposed?
2. Site Plan:
Does the proposed activity include a new structure(s) or site improvements on a site of one {1}
acre or more? ^ YES [J NO
Ives, a site plan must be provided. Projects} will not be environmentally revietived without a
site plan.
3. Photographs:
Does the activity include new construction, renovation or rehabilitation?
^ YES ^ NO
I( yes, photographs must be provided of each side (front, rear and sides) of the structure(s)
proposed for assistance and the buildings on the adjacent lots. The photographs shall be
identified by address. In addition, provide for each existing structure on the site, the following
information:
• Existing struclure(s} on site? ^ YES ^ NO
• Estimated age of structures}?
4. Value of Improvements:
Does the proposed activity include rehabilitation or renovation of structure(s)?
~J YES ^ NO
3
If yes, what is the estimated cost of rehabilitation or renovation?
What is the amount sought (or funding?
In addition: indicate if the estimated value of the improvement represents:
^ 0 to 39.9 percent of the market value of fne structures}
~ ~ 40 to 49.9 percent of the market value o(the structure(s)
50 to 74.9 percent of the market value of the slructure(s}
^ 75 percent or more of the market value of the structure(s)
5. Phase I Environmental Audits:
Does the proposed activity involve the transfer of any property, new construction, major
renovations of 75% or more of the structures' market value, or a securing of a loan for
nonresidential parcel?
^ YES [ ~ NO
If yes, a copy of Phase I Environmental Audit certified to Miami-Dade County must be
submitted to determine the likely presence of either a release or threatened release of
hazardous substance.
An audit is a review of a site and adjacent properties and involves preparing a history of
ovrnership, land use and zoning for lne last 50 years; researching environmental rewrds for
information on hazardous waste sites, hazardous facilities, solid vrastellandfill facilities and
underground storage tanks (available through the Department of Environmental Regulations
and Management (DERfv1}, Florida Department of Environmental Protection (FDEP) and U.S.
Environmental Protection Agency (EPA)); and site inspection for physical evidence of
contamination such as damaged vegetation or stains in the soil.
Has a Phase I been performed? ^ YES ^ NO
6. Environmental Health Information:
• If a residential site. and the activity includes or involves rehabilitation, has it been inspected for
defective paint surfaces?
^ YES ^ NO
If yes, please submit the results.
• Have any child under the age of seven at the site been tested for elevated levels of lead in the
body?
^ YES (] NO
If yes, please submit the results.
t.
7. Other Sile Information:
- -
YES
NO
~. Flood insurance required?
2. Public water available on site? _
3. Public sewer available on site?
4. Children under 7 years of age residing on
site or relocating to site (including day care facility}?
5. Hazardous waste disposal facili~?
e of hazardous materials on site? ~
St
r
6 _ _
~
ag
.
o _
_
~ l nbe~doned structure(s) on site? , ~
Part IV. SUPPLEMENTAL REQUIRED DOCUMENTS
Required Submittal Documents:
1. For all projects: Submit streetlplat rnaps that depict location of property in the County andlor City
with the location or lot clearly pointed out.
2. For new construction projects: Submit a scope of service, an itemized budget, and a site plan.
3. Far housinglbuilding rehabilitation projects only: Submit a scope of service, an itemized budget
describing the major components of the rehabilitation program planned, and a photograph of the
property.
4. For historic proprieties, include: Submit photographs of the property, and a description of any
adjacent historic properties that may be affected by your activity.
Part V. CERTIFICATION
I certify to the accuracy of the information provided. I understand that all funded activities must
have an approved environmental review clearance prior to the commencement of projects. I clearly
understand that any omitted andlor incorrect information will delay the initiation of the
environmental review process by the OCED staff. As such, I am aware that omitted information
could delay the commencement of my organization's project. I understand all approved
environmental reviews are valid for one (1) year maximum.
Print Name Signature Title
Name of Organization or Corporation Oale
Unless otherwise indicated, return completed form and attachments to:
Community and Economic Development Division Director
Office of Community and Economic Development
701 NW 15t Court -14r" Floor
Miami, Florida 33136
S
TYPES OF ACTIVITIES AND ENVIRONMENTAL GUIDELINES TRIGGERED:
Type of Activity --
EXEMPT`
CENST'x
CEST**_'
EA*""`
Economic Development
New Construction X
Rehab X' X~
Non-Construction.~Ex ansian X ____
Housing
Single Family Rehab X
tvlulli-Family Rehab X' X~
Nero Construction X
Homeownership Assistance X
Affordable Housin Pre-Dev. ___ X
Capital Improvement
Handicapped Access X
Public Facilities X' X'
Infrastructure X' >;"
Public Services
Employment X r
Crime Prevention X
Child Carc X
Youth or Senior Services X
Su ortive Services X
Type of Publication No Public No Public No Public NoticetNo Publish
NoticetNo NoticeiNo RROF (No Statutory FONSI and
RROF RROF Regtriremenf Triggered) NOIiRROF
Or
Publish NOIIRROF
(Statutory Requircr»ent
Triggered)
Estimated Time Frame (Excfudirrg 30-45 Days 30-45 Days 45-90 Days 90 Days
Triggered Statutes) Minimum
X' If for continued use and change in density (or size} of less than 20°I°
Xv Change in density (or size) of more than 20%
" Exempt Exempt Activities
" CENST Categorically Excluded and Not Subjecl to 58.5
'"" CEST Categorically Excluded Subject to 58.5
'"" EA Environmental Assessment (Format II)
nrrnctrta~rs•r r.
CER"iIFICATION REGARDING l_OBF3YING
Certification for Contracts, Grant~_Loans and Cooperative Ayrgements
The undersi~Ined ccrtdies. lv the best of hi, or her knowledge and belief, that
1. No I ederrl appropriated funds have been pat<i or will be pauJ, by or on
behalf of the undersigns<f, to any person for influencing or attempting to
influence an otflcer or employee of an ayency• a Member of Congress, an
officer or employee of Congress, or an employee of a Memher of Congress
in connection with the awarding of any I ederal contract, the making of any
I ederal gram, lh~~ making of any f-ederal loan, ihr, entering into of any
cooperative agreement, and the extension, continuation, renewal,
amendment, or modification of any Federal contract, grant, loan, 'or
cooperative agreement.
?. If any of the funds other than Federal appropriated funds have been paid or
will be paid to any person for influencing or attempting to influence art officer
or employee of any agency, a Member of Congress, an officer or employee
of Congress, or an employed of a Member of Congress in connection with
this Federal contract, grant, loan, or cooperative agree~nrent, (he undersigned
_ shall complete and submit Standard f=omr LLL, "Disclosure: Form to Report
Lobbying," in accordance with its instructions.
3. The undersigned shall require that the language of this certification br>
included in the award documents for all subawards at all tiers (including
subcontracts, subgrants, and contracts under grants, loans, and cooperative:
agreement in excess of $1UU,OOU) and that all subrecipients shall certify and
cJisclose accordingly.
4. This certification is a material representation of fact upon which reliance was
placed when this transaction was made or entered into. Submission of this
certification is a prerequisite for making or entering into this transaction
imposed by section 1352, title 31, U.S. Code. Any person who fails td file the
required certification shall be subject to a civil penalty of not less than
$10,000 and not more than $100,000 for each such failure.
B~• i (Sigo:l urc of A horized Repms ~ Hve)
Print: `_v ~_ ~ ~ ~ /12G~.~~'Z
~~~ ~ (Pr(nt Name Inn (and Authorized Represenratlvei
Title: G' ~'~ i"` ~LvtccLl E,~' _
Date: ~ ~ 13~~
~. b.,
L-~
~u _ ___
2r~,,,
I'ra~~ct Narnc
Project Cast
EIit11V
il4iami-Dade County
Carlos Aharez
IiLayor
Board of Counh' Conuuissioncrs
- Itruno A. Barreiro
Cl~ainnau
Barbart J. Jm•dan
Vice-C'hainvomnrr
Itarbara J. Jordan Katy Sorenson
nlrtriN t nis[rirt R
Dorrin U. Kollc Ucnnis C. Moss
1)isfrict 2 1)istricl 9
Audrev Ittlmonwu Sen. Javier D. Soulo
District:; nirrrict LO
Sally A. iieyman .ioc A. Martinez
nirtrlct 4 nistrtct !L
Rrunu A.Ttarrciro Jose "Ycpe" Diaz
nistr1c15 nichtM Ll
Ketieca Soso Natasha Sriijas
nmrr:~rG nisdlCt 13
_. [Garvey Kevin
C.'lrrk ojthe Circuit atul l.'ounty Courts
George l1t Burgess
County Manage
K. A. Cuevas, Jr.
gF~~IGNttWr County Attorney
r
~~ill~llixt tAlAAlll)~ ~•~c_ .
COMMUNITY AND ECONOMIC[]EYELOPMENT
~--•
A`F oiV ~4.
_.._. ----- Sign
1Lr sign (s) shall be made ot'r: ior.h
[hick nurine ylywood, newly
painted and Ictltred in accordnnct
with professional outdoor sign
painting standards as to layout,
symmUr}•, proporlioo, clarity and
neatness With the use of wealher-
resi5tanl coloro and materials. The
Contractor shall place the sign (s)
sccurcl)• LraccA and mounted. All
materials shall he provided by the
Contractor and Ihr. sign(s) shall
ramaiu is Ihr propclty of the
Owner at thr tomplction of the
contrarL
Sion Sunpurt
The sign shall be free standing,
pnuniuwtly duplayeA as Directed
by OCBU rcpreseulativc, and
supporleJ by hvo d"xd"xl0'
pressure Ircated timbers seurra•ly
fasluued In the rear of the sigu and
sunk d' bclmv grade. Clcaraucc
from the bottom of the sign ar q+e
ground shall be I'.