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Home My WebLink About2021-04-27 Meeting Minutes Administrative Services Committee Meeting Virtual/Teleconference - 4/27/2021 ATTENDANCE: Present: Hons. Hasan, Chairman; Scott, Vice Chairman; Frantom and B. Williams, members. Absent: Hon. Hardie Davis, Jr., Mayor. ADMINISTRATIVE SERVICES 1. Update from HCD regarding the Rental Assistance Program. (Requested by Commissioner Francine Scott) Item Action: Approved Motions Motion Type Motion Text Made By Seconded By Motion Result It was the consensus of the committee that this item be added to the agenda with no objection. Motions Motion Type Motion Text Made By Seconded By Motion Result It was the consensus of the committee that this item be received as information without objection. 2. Motion to approve Housing and Community Development Department’s (HCD's) contract between HCD and Derrick Cobb for the down payment subsidy assistance for one (1) single-family housing unit identified as 1216 Perry Avenue. Item Action: Approved Motions Motion Type Motion Text Made By Seconded By Motion Result Approve Motion to approve. Motion Passes 4-0. Commisioner Sean Frantom Commissioner Francine Scott Passes 3. Motion to approve Housing and Community Development Department’s (HCD's) contract between HCD and Erin Prentiss for the down payment subsidy assistance for one (1) single-family housing unit identified as 1222 Perry Avenue. Item Action: Approved Motions Motion Type Motion Text Made By Seconded By Motion Result Approve Motion to approve. Motion Passes 4-0. Commisioner Sean Frantom Commissioner Francine Scott Passes 4. Motion to approve Housing and Community Development Department’s (HCD's) contract between HCD and Abiona Rozier for the down payment subsidy assistance for one (1) single-family housing unit identified as 932 Boyd Lane. Item Action: Approved Motions Motion Type Motion Text Made By Seconded By Motion Result Approve Motion to approve. Motion Passes 4-0. Commisioner Sean Frantom Commissioner Francine Scott Passes 5. Request to approve submission of the Program Year 2020 Consolidated Annual Performance Evaluation Report (CAPER) to the U.S. Department of Housing and Urban Development (HUD). The 2020 CAPER represents funding for the following programs funded by the U.S. Department of Housing and Urban Development (HUD): Community Development Block Grant (CDBG) Program, Home Investment Partnerships (HOME) Program, Emergency Solutions Grant (ESG) Program, and Housing Opportunities for Persons with AIDS (HOPWA) Program. Any comments received during the 30-Day Comment Period will be provided to the Augusta, Georgia Commission for review and consideration. Item Action: Approved Motions Motion Text Made By Seconded By Motion Type Motion Result Approve Motion to approve. Motion Passes 4-0. Commisioner Sean Frantom Commissioner Francine Scott Passes 6. Motion to approve Housing and Community Development Department’s (HCD’s) request to provide funding for three (3) nonprofit agencies through the ESG CARES Act program to assist with emergency shelter, homeless prevention and rapid rehousing to address the needs of the homeless population in Augusta Richmond County. The following organizations have applied and are recommended for funding: 1. The Salvation Army Augusta Area Command (Emergency Shelter) – up to $440,738.00 2. Richmond County Health Department (Homeless Prevention) – up to $18,750 3. The McKie Foundation (Rapid Rehousing) – up to $154,500 Item Action: Approved Motions Motion Type Motion Text Made By Seconded By Motion Result Approve Motion to approve. Motion Passes 4-0. Commisioner Sean Frantom Commissioner Francine Scott Passes 7. Motion to approve Housing and Community Development Department’s (HCD's) contract between HCD and Frankie Boyd, Jr. for the down payment subsidy assistance for one (1) single-family housing unit identified as 1218 Perry Avenue. Item Action: Approved Motions Motion Type Motion Text Made By Seconded By Motion Result Approve Motion to approve. Motion Passes 4-0. Commisioner Sean Frantom Commissioner Francine Scott Passes 8. Motion to approve the minutes of the Administrative Services Committee held on April 13, 2021. Item Action: Approved Motions Motion Type Motion Text Made By Seconded By Motion Result Approve Motion to approve. Motion Passes 4-0. Commisioner Sean Frantom Commissioner Francine Scott Passes 9. Approve MRx Magellan Pharmacy Manager Contract Amendment - Subrogation Claims (Medicaid). Item Action: Approved Motions Motion Type Motion Text Made By Seconded By Motion Result Approve Motion to approve. Motion Passes 4-0. Commisioner Sean Frantom Commissioner Francine Scott Passes 10. A request by Commissioner Jordan Johnson to rename the Hillside Park located at 2101 Telfair Street the Vernon Forrest Park. Tax Map 035-1-083- 00-0 Item Action: Approved Motions Motion Type Motion Text Made By Seconded By Motion Result Approve Motion to approve. Motion Passes 4-0. Commisioner Sean Frantom Commissioner Ben Hasan Passes 11. Discuss small business funding and application process. (Deferred from April 20 Commission Meeting) Item Action: Approved Motions Motion Type Motion Text Made By Seconded By Motion Result Approve Motion to approve receiving this item as information without objection. Motion Passes 4-0. Commissioner Francine Scott Commissioner Ben Hasan Passes www.augustaga.gov Administrative Services Committee Meeting 4/27/2021 1:05 PM Attendance 4/27/21 Department: Presenter: Caption: Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Administrative Services Committee Meeting 4/27/2021 1:05 PM Update on Rental Assistance Program Department: Presenter: Caption:Update from HCD regarding the Rental Assistance Program. (Requested by Commissioner Francine Scott) Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: HOMEBUYER – DERRICK COBB LWBR Program – Homebuyer Written Agreement Page 1 of 5 LANEY WALKER/BETHLEHEM REVITALIATION PROJECT SUBSIDY PROGRAM HOMEBUYER WRITTEN AGREEMENT NOTICE TO HOMEBUYER: This AGREEMENT contains a number of requirements you must fulfill in exchange for the federal assistance you are receiving through the Laney Walker/Bethlehem Revitalization Project Subsidy Program (LWBR Subsidy Program). Be sure to read each paragraph carefully and ask questions regarding any sections you do not fully understand. This AGREEMENT will be enforced by a forgivable loan and mortgage as set forth below. You should be sure that you thoroughly understand these documents before you sign them. THIS AGREEMENT, made and entered into this __ day of ____________, 2021 by and between HOMEBUYER hereinafter referred to as “BORROWER,” and AUGUSTA HOUSING & COMMUNITY DEVLOPMENT (HCD) having its principal office at 510 Fenwick Street, Augusta, Georgia 30901, hereinafter referred to as “LENDER.” WHEREAS, on ___________________, the Lender agreed to provide to the Borrower financial assistance to be used in pursuit of the purchase of certain real property hereafter described; Map Parcel #059-1-149-00-0 identified as 1216 Perry Avenue. WHEREAS, a percentage of said financial assistance was provided in the form of a Forgivable Loan, hereinafter referred to as a “LOAN,” with said Loan being in the amount of Twenty- five thousand dollars and 00/100 ($25,000.00), subject to the condition that the Borrower executes this Agreement. WHEREAS, the Forgiveness Loan is funded by the Augusta Housing and Community Development Subsidy Program via the Laney Walker/Bethlehem Revitalization Project (hereafter “LWBR Program”), and restrictions apply to the Borrower when participating in the City of Augusta’s Forgiveness Loan Program. NOW THEREFORE, in consideration of the said Loan and in accordance with the provisions of State of Georgia Statues, the parties do hereby agree as follows: The Borrower covenants and agrees with the Lender to adhere to the following LWBR Program Restrictions imposed on them for the assistance provided: HOMEBUYER – DERRICK COBB HOME Program – Homebuyer Written Agreement Page 2 of 5 Affordability Period You must comply with the LWBR Program’s period of affordability. The period of affordability for the home will be for the term of the loan (30 years), based on the amount of the direct subsidy to the HOMEBUYER. During this 30-year period, the HOMEBUYER must maintain the home as his/her principal place of residence at all times. During this time the recapture restriction is effective and requires all LWBR funds that were provided for the purchase of the home to be repaid to the City, including principal, interest, late fees, and other charges, if you do not occupy the property as your principal residence or if you sell or transfer the property. Appraised property value The AWARDEE certifies that a certified property appraiser has appraised the property that is the subject of this AGREEMENT at a value of $146,000.00. . Principal residence requirement This agreement shall remain in force throughout the affordability period as long as the home remains the principal residence of the HOMEBUYER. Should the HOMEBUYER not maintain the home as his/her principal residence, or rent or sell the residence to another party, the HOMEBUYER will be in breach of this agreement and will be required to repay any amount that has not yet been forgiven, as set forth in Section 5 of the AGREEMENT, as of the day the home is no longer the principal place of residence of the HOMEBUYER. If the home is sold to another party, the liability of the HOMEBUYER will be limited to the amount of the net proceeds of the sale as set forth in Section 7 below. ________Buyer Initials Recapture Agreement This is a mechanism to recapture all or a portion of the direct LWBR subsidy if the LWBR recipient decides to sell the house within the affordability period at whatever price the market will bear. The recaptured funds will come from the net proceeds if available. Any such repayment as required shall be made to the Lender no later than thirty (30) days following the action that require the repayment. Obligation of Repayment As security of Borrower’s obligation of repayment, and subject to the terms and conditions of this Agreement, the Borrower grants, and the Lender shall and hereby does have, a lien on the real estate hereinafter described in the full amount necessary to satisfy said repayment obligation and the cost, including reasonable attorney’s fees, of collecting the same. The real estate subject to said lien is legally described as: HOMEBUYER – DERRICK COBB HOME Program – Homebuyer Written Agreement Page 3 of 5 ALL THAT LOT OR PARCEL OF LAND, situated, lying and being in the City of Augusta, Richmond County, Georgia bounded north of Perry Avenue, south of Laney Walker Boulevard, east of R.A. Dent, and west of James Brown Boulevard. Promptly after the date of any sale, transfer or other conveyance of the above describe property, or in the event of a sale by contract for deed, at least ten (10) days prior to the date of such sale; or if the property shall cease to be the Borrower’s principal place of residency, the Borrower or his/her heirs, executors, or representatives shall give the lender notice thereof. In the event the Borrower or his/her heirs, executors, or representatives shall fail or refuse to make a required payment within said limited period, the Lender may, with or without notice to the Borrower, foreclose said lien in the same manner as an action of the foreclosure or mortgages upon said real estate, as provided by State Statue. Ownership of Property You must hold fee simple title to the property purchased with LWBR funds for the duration of your Forgiveness Loan. Use of LWBR funds The HOMEBUYER agrees that the LWBR assistance will be used to lower the cost of the home by providing down payment assistance. This will reduce the sales price of the home to the HOMEBUYER and reduce the total amount the HOMEBUYER will be required to borrow in order to purchase the home. ________Buyer Initials Insurance requirement The HOMEBUYER must at all times during the duration of this AGREEMENT maintain a valid and current insurance policy on the home for the current appraised or assessed value of the home. Failure to maintain a valid and current insurance policy will be considered a breach of this AGREEMENT, and the AWARDEE will have the right to foreclose on its mortgage lien if necessary, to protect the LWBR Program investment. Property standards Pursuant to LWBR Program rules, the property that is the subject of this AGREEMENT must meet all State and local housing quality standards and code requirements. If no such standards or codes apply, the property must at a minimum meet the HUD Section 8 Housing Quality Standards/Uniform Physical Condition Standards. Termination Clause HOMEBUYER – DERRICK COBB HOME Program – Homebuyer Written Agreement Page 4 of 5 In the event of foreclosure or deed in lieu of foreclosure of Prior Security Deed, any provisions herein or any provisions in any other collateral agreement restricting the use of the Property to low or moderate-income households or otherwise restricting the Borrower’s ability to sell the Property shall have no further force or effect. Any person (including his successors or assigns) receiving title to the Property through a foreclosure or deed in lieu of foreclosure of a Prior Security Deed shall receive title to the Property free and clear from such restriction. Further, if any Senior Lien Holder acquires title to the Property pursuant to a deed in lieu of foreclosure, the lien of this Security Instrument shall automatically terminate upon the Senior Lien Holder’s acquisition of title, provided that (i) the Lender has been given written notice of a default under the Prior Security Deed and (ii) the Lender shall not have curved the default under the Prior Security Deed within the 30-day notice sent to the Lender.” This Agreement shall run with the aforementioned real estate and shall inure to the benefit of and be binding upon the parties hereto and their respective heirs, executors, representatives, successors and assigns. If at any time that the City realizes that you have falsified any documentation or information, you may be required by law to pay the full amount of subsidy provided. ________Buyer Initials Lead Requirement I understand that my house was built/or not built before 1978. I am in receipt of the “Protect Your Family from Lead in Your Home Booklet” and discussed with the staff of Housing and Community Development. __________Buyer Initials Homeowner’s house was built before 1978 and has received a Lead Inspection Report. _________Buyer Initials HOMEBUYER – DERRICK COBB HOME Program – Homebuyer Written Agreement Page 5 of 5 IN WITNESS WHEREOF, the Borrower has executed this Forgiveness Loan Repayment Agreement. ___________________________________________ Date___________________________ HOMEBUYER SIGNATURE Attest: Subscribed and sworn to before me __________________________________, 20____. My Commission Expires ______________________________________, 20____. ______________________________________ Notary Signature Approved as to form: _________________________ Date: _______________ Augusta, GA Law Department By: ___________________________________ Date: ________________ Hardie Davis Jr. As its Mayor By: ___________________________________ Date: ________________ Odie Donald, II. As its Administrator By: ___________________________________ Date: _________________ Hawthorne Welcher, Jr. As its Director, HCD SEAL ____________________________ Lena Bonner As its Clerk Administrative Services Committee Meeting 4/27/2021 1:05 PM HCD_ Laney Walker/ Bethlehem Homebuyer Subsidy Contract Approval Request Department:HCD Presenter:Hawthorne Welcher, Jr. and/or HCD Staff Caption:Motion to approve Housing and Community Development Department’s (HCD's) contract between HCD and Derrick Cobb for the down payment subsidy assistance for one (1) single- family housing unit identified as 1216 Perry Avenue. Background:In 2008, the Augusta Commission passed legislation supporting community development in Laney Walker/Bethlehem. Since that time, the Augusta Housing & Community Development Department has developed a master plan and development guidelines for the area, set up financial incentive programs for developers and home buyers, selected a team of development partners to focus on catalytic change, and created a marketing strategy to promote the overall effort. This request involves the homebuyer subsidy for one (1) single-family housing unit within the Laney Walker/Bethlehem area identified as 1216 Perry Avenue. Analysis:The approval of the contract will allow for the homebuyer to receive the down payment subsidy. Financial Impact:HCD will use Laney Walker/Bethlehem Project funds for the homebuyer subsidy. Down payment subsidy amount: $25,000.00 Alternatives:Do not approve HCD's Request. Recommendation:Motion to approve Housing and Community Development Department’s (HCD's) contract between HCD and Derrick Cobb for the down payment subsidy assistance for one (1) single- family housing unit identified as 1216 Perry Avenue. HCD will utilize Laney Walker/Bethlehem Project funds towards the homebuyer subsidy. Funds are Available in the Following Accounts: Laney Walker/ Bethlehem Project Funds 298-07-7340/52-11- 119 REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission HOMEBUYER – ERIN PRENTISS LWBR Program – Homebuyer Written Agreement Page 1 of 5 LANEY WALKER/BETHLEHEM REVITALIATION PROJECT SUBSIDY PROGRAM HOMEBUYER WRITTEN AGREEMENT NOTICE TO HOMEBUYER: This AGREEMENT contains a number of requirements you must fulfill in exchange for the federal assistance you are receiving through the Laney Walker/Bethlehem Revitalization Project Subsidy Program (LWBR Subsidy Program). Be sure to read each paragraph carefully and ask questions regarding any sections you do not fully understand. This AGREEMENT will be enforced by a forgivable loan and mortgage as set forth below. You should be sure that you thoroughly understand these documents before you sign them. THIS AGREEMENT, made and entered into this __ day of ____________, 2021 by and between HOMEBUYER hereinafter referred to as “BORROWER,” and AUGUSTA HOUSING & COMMUNITY DEVLOPMENT (HCD) having its principal office at 510 Fenwick Street, Augusta, Georgia 30901, hereinafter referred to as “LENDER.” WHEREAS, on ___________________, the Lender agreed to provide to the Borrower financial assistance to be used in pursuit of the purchase of certain real property hereafter described; Map Parcel #059-1-152-00-0 identified as 1222 Perry Avenue. WHEREAS, a percentage of said financial assistance was provided in the form of a Forgivable Loan, hereinafter referred to as a “LOAN,” with said Loan being in the amount of Ten- thousand dollars and 00/100 ($10,000.00), subject to the condition that the Borrower executes this Agreement. WHEREAS, the Forgiveness Loan is funded by the Augusta Housing and Community Development Subsidy Program via the Laney Walker/Bethlehem Revitalization Project (hereafter “LWBR Program”), and restrictions apply to the Borrower when participating in the City of Augusta’s Forgiveness Loan Program. NOW THEREFORE, in consideration of the said Loan and in accordance with the provisions of State of Georgia Statues, the parties do hereby agree as follows: The Borrower covenants and agrees with the Lender to adhere to the following LWBR Program Restrictions imposed on them for the assistance provided: HOMEBUYER – ERIN PRENTISS HOME Program – Homebuyer Written Agreement Page 2 of 5 Affordability Period You must comply with the LWBR Program’s period of affordability. The period of affordability for the home will be for the term of the loan (30 years), based on the amount of the direct subsidy to the HOMEBUYER. During this 30-year period, the HOMEBUYER must maintain the home as his/her principal place of residence at all times. During this time the recapture restriction is effective and requires all LWBR funds that were provided for the purchase of the home to be repaid to the City, including principal, interest, late fees, and other charges, if you do not occupy the property as your principal residence or if you sell or transfer the property. Appraised property value The AWARDEE certifies that a certified property appraiser has appraised the property that is the subject of this AGREEMENT at a value of $153,000.00. . Principal residence requirement This agreement shall remain in force throughout the affordability period as long as the home remains the principal residence of the HOMEBUYER. Should the HOMEBUYER not maintain the home as his/her principal residence, or rent or sell the residence to another party, the HOMEBUYER will be in breach of this agreement and will be required to repay any amount that has not yet been forgiven, as set forth in Section 5 of the AGREEMENT, as of the day the home is no longer the principal place of residence of the HOMEBUYER. If the home is sold to another party, the liability of the HOMEBUYER will be limited to the amount of the net proceeds of the sale as set forth in Section 7 below. ________Buyer Initials Recapture Agreement This is a mechanism to recapture all or a portion of the direct LWBR subsidy if the LWBR recipient decides to sell the house within the affordability period at whatever price the market will bear. The recaptured funds will come from the net proceeds if available. Any such repayment as required shall be made to the Lender no later than thirty (30) days following the action that require the repayment. Obligation of Repayment As security of Borrower’s obligation of repayment, and subject to the terms and conditions of this Agreement, the Borrower grants, and the Lender shall and hereby does have, a lien on the real estate hereinafter described in the full amount necessary to satisfy said repayment obligation and the cost, including reasonable attorney’s fees, of collecting the same. The real estate subject to said lien is legally described as: HOMEBUYER – ERIN PRENTISS HOME Program – Homebuyer Written Agreement Page 3 of 5 ALL THAT LOT OR PARCEL OF LAND, situated, lying and being in the City of Augusta, Richmond County, Georgia bounded north of Perry Avenue, south of Laney Walker Boulevard, east of R.A. Dent, and west of James Brown Boulevard. Promptly after the date of any sale, transfer or other conveyance of the above describe property, or in the event of a sale by contract for deed, at least ten (10) days prior to the date of such sale; or if the property shall cease to be the Borrower’s principal place of residency, the Borrower or his/her heirs, executors, or representatives shall give the lender notice thereof. In the event the Borrower or his/her heirs, executors, or representatives shall fail or refuse to make a required payment within said limited period, the Lender may, with or without notice to the Borrower, foreclose said lien in the same manner as an action of the foreclosure or mortgages upon said real estate, as provided by State Statue. Ownership of Property You must hold fee simple title to the property purchased with LWBR funds for the duration of your Forgiveness Loan. Use of LWBR funds The HOMEBUYER agrees that the LWBR assistance will be used to lower the cost of the home by providing down payment assistance. This will reduce the sales price of the home to the HOMEBUYER and reduce the total amount the HOMEBUYER will be required to borrow in order to purchase the home. ________Buyer Initials Insurance requirement The HOMEBUYER must at all times during the duration of this AGREEMENT maintain a valid and current insurance policy on the home for the current appraised or assessed value of the home. Failure to maintain a valid and current insurance policy will be considered a breach of this AGREEMENT, and the AWARDEE will have the right to foreclose on its mortgage lien if necessary, to protect the LWBR Program investment. Property standards Pursuant to LWBR Program rules, the property that is the subject of this AGREEMENT must meet all State and local housing quality standards and code requirements. If no such standards or codes apply, the property must at a minimum meet the HUD Section 8 Housing Quality Standards/Uniform Physical Condition Standards. Termination Clause HOMEBUYER – ERIN PRENTISS HOME Program – Homebuyer Written Agreement Page 4 of 5 In the event of foreclosure or deed in lieu of foreclosure of Prior Security Deed, any provisions herein or any provisions in any other collateral agreement restricting the use of the Property to low or moderate-income households or otherwise restricting the Borrower’s ability to sell the Property shall have no further force or effect. Any person (including his successors or assigns) receiving title to the Property through a foreclosure or deed in lieu of foreclosure of a Prior Security Deed shall receive title to the Property free and clear from such restriction. Further, if any Senior Lien Holder acquires title to the Property pursuant to a deed in lieu of foreclosure, the lien of this Security Instrument shall automatically terminate upon the Senior Lien Holder’s acquisition of title, provided that (i) the Lender has been given written notice of a default under the Prior Security Deed and (ii) the Lender shall not have curved the default under the Prior Security Deed within the 30-day notice sent to the Lender.” This Agreement shall run with the aforementioned real estate and shall inure to the benefit of and be binding upon the parties hereto and their respective heirs, executors, representatives, successors and assigns. If at any time that the City realizes that you have falsified any documentation or information, you may be required by law to pay the full amount of subsidy provided. ________Buyer Initials Lead Requirement I understand that my house was built/or not built before 1978. I am in receipt of the “Protect Your Family from Lead in Your Home Booklet” and discussed with the staff of Housing and Community Development. __________Buyer Initials Homeowner’s house was built before 1978 and has received a Lead Inspection Report. _________Buyer Initials HOMEBUYER – ERIN PRENTISS HOME Program – Homebuyer Written Agreement Page 5 of 5 IN WITNESS WHEREOF, the Borrower has executed this Forgiveness Loan Repayment Agreement. ___________________________________________ Date___________________________ HOMEBUYER SIGNATURE Attest: Subscribed and sworn to before me __________________________________, 20____. My Commission Expires ______________________________________, 20____. ______________________________________ Notary Signature Approved as to form: _________________________ Date: _______________ Augusta, GA Law Department By: ___________________________________ Date: ________________ Hardie Davis Jr. As its Mayor By: ___________________________________ Date: ________________ Odie Donald, II. As its Administrator By: ___________________________________ Date: _________________ Hawthorne Welcher, Jr. As its Director, HCD SEAL ____________________________ Lena Bonner As its Clerk Administrative Services Committee Meeting 4/27/2021 1:05 PM HCD_ Laney Walker/ Bethlehem Homebuyer Subsidy Contract Approval Request Department:HCD Presenter:Hawthorne Welcher, Jr. and/or HCD Staff Caption:Motion to approve Housing and Community Development Department’s (HCD's) contract between HCD and Erin Prentiss for the down payment subsidy assistance for one (1) single- family housing unit identified as 1222 Perry Avenue. Background:In 2008, the Augusta Commission passed legislation supporting community development in Laney Walker/Bethlehem. Since that time, the Augusta Housing & Community Development Department has developed a master plan and development guidelines for the area, set up financial incentive programs for developers and home buyers, selected a team of development partners to focus on catalytic change, and created a marketing strategy to promote the overall effort. This request involves the homebuyer subsidy for one (1) single-family housing unit within the Laney Walker/Bethlehem area identified as 1222 Perry Avenue. Analysis:The approval of the contract will allow for the homebuyer to receive the down payment subsidy. Financial Impact:HCD will use Laney Walker/Bethlehem Project funds for the homebuyer subsidy. Down payment subsidy amount: $10,000 Alternatives:Do not approve HCD's Request. Recommendation:Motion to approve Housing and Community Development Department’s (HCD's) contract between HCD and Erin Prentiss for the down payment subsidy assistance for one (1) single- family housing unit identified as 1222 Perry Avenue. HCD will utilize Laney Walker/Bethlehem Project funds towards the homebuyer subsidy. Funds are Available in the Following Accounts: Laney Walker/ Bethlehem Project Funds. 298-07-7340/52-11- 119 REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission HOMEBUYER – ABIONA ROZIER LWBR Program – Homebuyer Written Agreement Page 1 of 5 LANEY WALKER/BETHLEHEM REVITALIATION PROJECT SUBSIDY PROGRAM HOMEBUYER WRITTEN AGREEMENT NOTICE TO HOMEBUYER: This AGREEMENT contains a number of requirements you must fulfill in exchange for the federal assistance you are receiving through the Laney Walker/Bethlehem Revitalization Project Subsidy Program (LWBR Subsidy Program). Be sure to read each paragraph carefully and ask questions regarding any sections you do not fully understand. This AGREEMENT will be enforced by a forgivable loan and mortgage as set forth below. You should be sure that you thoroughly understand these documents before you sign them. THIS AGREEMENT, made and entered into this __ day of ____________, 2021 by and between HOMEBUYER hereinafter referred to as “BORROWER,” and AUGUSTA HOUSING & COMMUNITY DEVLOPMENT (HCD) having its principal office at 510 Fenwick Street, Augusta, Georgia 30901, hereinafter referred to as “LENDER.” WHEREAS, on ___________________, the Lender agreed to provide to the Borrower financial assistance to be used in pursuit of the purchase of certain real property hereafter described; Map Parcel #059-2-759-00-0 identified as 932 Boyd Lane. WHEREAS, a percentage of said financial assistance was provided in the form of a Forgivable Loan, hereinafter referred to as a “LOAN,” with said Loan being in the amount of Twenty Five Thousand dollars and 00/100 ($25,000.00), subject to the condition that the Borrower executes this Agreement. WHEREAS, the Forgiveness Loan is funded by the Augusta Housing and Community Development Subsidy Program via the Laney Walker/Bethlehem Revitalization Project (hereafter “LWBR Program”), and restrictions apply to the Borrower when participating in the City of Augusta’s Forgiveness Loan Program. NOW THEREFORE, in consideration of the said Loan and in accordance with the provisions of State of Georgia Statues, the parties do hereby agree as follows: The Borrower covenants and agrees with the Lender to adhere to the following LWBR Program Restrictions imposed on them for the assistance provided: HOMEBUYER – ABIONA ROZIER HOME Program – Homebuyer Written Agreement Page 2 of 5 Affordability Period You must comply with the LWBR Program’s period of affordability. The period of affordability for the home will be for the term of the loan (30 years), based on the amount of the direct subsidy to the HOMEBUYER. During this 30-year period, the HOMEBUYER must maintain the home as his/her principal place of residence at all times. During this time the recapture restriction is effective and requires all LWBR funds that were provided for the purchase of the home to be repaid to the City, including principal, interest, late fees, and other charges, if you do not occupy the property as your principal residence or if you sell or transfer the property. Appraised property value The AWARDEE certifies that a certified property appraiser has appraised the property that is the subject of this AGREEMENT at a value of $175,000.00. . Principal residence requirement This agreement shall remain in force throughout the affordability period as long as the home remains the principal residence of the HOMEBUYER. Should the HOMEBUYER not maintain the home as his/her principal residence, or rent or sell the residence to another party, the HOMEBUYER will be in breach of this agreement and will be required to repay any amount that has not yet been forgiven, as set forth in Section 5 of the AGREEMENT, as of the day the home is no longer the principal place of residence of the HOMEBUYER. If the home is sold to another party, the liability of the HOMEBUYER will be limited to the amount of the net proceeds of the sale as set forth in Section 7 below. ________Buyer Initials Recapture Agreement This is a mechanism to recapture all or a portion of the direct LWBR subsidy if the LWBR recipient decides to sell the house within the affordability period at whatever price the market will bear. The recaptured funds will come from the net proceeds if available. Any such repayment as required shall be made to the Lender no later than thirty (30) days following the action that require the repayment. Obligation of Repayment As security of Borrower’s obligation of repayment, and subject to the terms and conditions of this Agreement, the Borrower grants, and the Lender shall and hereby does have, a lien on the real estate hereinafter described in the full amount necessary to satisfy said repayment obligation and the cost, including reasonable attorney’s fees, of collecting the same. The real estate subject to said lien is legally described as: HOMEBUYER – ABIONA ROZIER HOME Program – Homebuyer Written Agreement Page 3 of 5 ALL THAT LOT OR PARCEL OF LAND, situated, lying and being in the City of Augusta, Richmond County, Georgia bounded north of Perry Avenue, south of Laney Walker Boulevard, east of R.A. Dent, and west of James Brown Boulevard. Promptly after the date of any sale, transfer or other conveyance of the above describe property, or in the event of a sale by contract for deed, at least ten (10) days prior to the date of such sale; or if the property shall cease to be the Borrower’s principal place of residency, the Borrower or his/her heirs, executors, or representatives shall give the lender notice thereof. In the event the Borrower or his/her heirs, executors, or representatives shall fail or refuse to make a required payment within said limited period, the Lender may, with or without notice to the Borrower, foreclose said lien in the same manner as an action of the foreclosure or mortgages upon said real estate, as provided by State Statue. Ownership of Property You must hold fee simple title to the property purchased with LWBR funds for the duration of your Forgiveness Loan. Use of LWBR funds The HOMEBUYER agrees that the LWBR assistance will be used to lower the cost of the home by providing down payment assistance. This will reduce the sales price of the home to the HOMEBUYER and reduce the total amount the HOMEBUYER will be required to borrow in order to purchase the home. ________Buyer Initials Insurance requirement The HOMEBUYER must at all times during the duration of this AGREEMENT maintain a valid and current insurance policy on the home for the current appraised or assessed value of the home. Failure to maintain a valid and current insurance policy will be considered a breach of this AGREEMENT, and the AWARDEE will have the right to foreclose on its mortgage lien if necessary, to protect the LWBR Program investment. Property standards Pursuant to LWBR Program rules, the property that is the subject of this AGREEMENT must meet all State and local housing quality standards and code requirements. If no such standards or codes apply, the property must at a minimum meet the HUD Section 8 Housing Quality Standards/Uniform Physical Condition Standards. Termination Clause HOMEBUYER – ABIONA ROZIER HOME Program – Homebuyer Written Agreement Page 4 of 5 In the event of foreclosure or deed in lieu of foreclosure of Prior Security Deed, any provisions herein or any provisions in any other collateral agreement restricting the use of the Property to low or moderate-income households or otherwise restricting the Borrower’s ability to sell the Property shall have no further force or effect. Any person (including his successors or assigns) receiving title to the Property through a foreclosure or deed in lieu of foreclosure of a Prior Security Deed shall receive title to the Property free and clear from such restriction. Further, if any Senior Lien Holder acquires title to the Property pursuant to a deed in lieu of foreclosure, the lien of this Security Instrument shall automatically terminate upon the Senior Lien Holder’s acquisition of title, provided that (i) the Lender has been given written notice of a default under the Prior Security Deed and (ii) the Lender shall not have curved the default under the Prior Security Deed within the 30-day notice sent to the Lender.” This Agreement shall run with the aforementioned real estate and shall inure to the benefit of and be binding upon the parties hereto and their respective heirs, executors, representatives, successors and assigns. If at any time that the City realizes that you have falsified any documentation or information, you may be required by law to pay the full amount of subsidy provided. ________Buyer Initials Lead Requirement I understand that my house was built/or not built before 1978. I am in receipt of the “Protect Your Family from Lead in Your Home Booklet” and discussed with the staff of Housing and Community Development. __________Buyer Initials Homeowner’s house was built before 1978 and has received a Lead Inspection Report. _________Buyer Initials HOMEBUYER – ABIONA ROZIER HOME Program – Homebuyer Written Agreement Page 5 of 5 IN WITNESS WHEREOF, the Borrower has executed this Forgiveness Loan Repayment Agreement. ___________________________________________ Date___________________________ HOMEBUYER SIGNATURE Attest: Subscribed and sworn to before me __________________________________, 20____. My Commission Expires ______________________________________, 20____. ______________________________________ Notary Signature Approved as to form: _________________________ Date: _______________ Augusta, GA Law Department By: ___________________________________ Date: ________________ Hardie Davis Jr. As its Mayor By: ___________________________________ Date: ________________ Odie Donald, II. As its Administrator By: ___________________________________ Date: _________________ Hawthorne Welcher, Jr. As its Director, HCD SEAL ____________________________ Lena Bonner As its Clerk Administrative Services Committee Meeting 4/27/2021 1:05 PM HCD_ Laney Walker/Bethlehem Homebuyer Subsidy Contract Approval Request Department:HCD Presenter:Hawthorne Welcher, Jr. and/or HCD Staff Caption:Motion to approve Housing and Community Development Department’s (HCD's) contract between HCD and Abiona Rozier for the down payment subsidy assistance for one (1) single-family housing unit identified as 932 Boyd Lane. Background:In 2008, the Augusta Commission passed legislation supporting community development in Laney Walker/Bethlehem. Since that time, the Augusta Housing & Community Development Department has developed a master plan and development guidelines for the area, set up financial incentive programs for developers and home buyers, selected a team of development partners to focus on catalytic change, and created a marketing strategy to promote the overall effort. This request involves the homebuyer subsidy for one (1) single-family housing unit within the Laney Walker/Bethlehem area identified as 932 Boyd Lane. Analysis:The approval of the contract will allow for the homebuyer to receive the down payment subsidy. Financial Impact:HCD will use Laney Walker/Bethlehem Project funds for the homebuyer subsidy. Down payment subsidy amount: $25,000.00 Alternatives:Do not approve HCD's Request. Recommendation:Motion to approve Housing and Community Development Department’s (HCD's) contract between HCD and Abiona Rozier for the down payment subsidy assistance for one (1) single-family housing unit identified as 932 Boyd Lane. HCD will utilize Laney Walker/Bethlehem Project funds towards the homebuyer subsidy. Laney Walker/Bethlehem Project Funds 298-07-7340/52-11-119 Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission CAPER 1 OMB Control No: 2506-0117 (exp. 06/30/2018) FY2019 Consolidated Annual Performance Report CR-05 - Goals and Outcomes CAPER 2 OMB Control No: 2506-0117 (exp. 06/30/2018) Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a) This could be an overview that includes major initiatives and highlights that were proposed and executed throughout the program year. This revised 2019 Consolidated Annual Performance and Evaluation Report (CAPER) summarize the results of activities that have taken place during Calendar Year 2020 utilizing Augusta, Georgia’s HUD Entitlement Allocations from Program Year 2019. The performance report must include a description of the resources made available, the investment of available resources, the geographic distribution and location of investments, the families and persons assisted (including the racial and ethnic demographics of persons assisted), actions taken to affirmatively further fair housing, and other actions indicated in the Consolidated Plan and the Action Plan. The importance of timely and accurate performance reports cannot be overstated. Grantees should strive to ensure that all applicable deadlines are met. Performance reporting meets three basic purposes: • Provides HUD with necessary information to meet its statutory requirement to assess each grantee's ability to carry out relevant CPD programs in compliance with all applicable rules and regulations; • Provides information necessary for HUD's Annual Report to Congress, also statutorily mandated; • Provides grantees an opportunity to describe to citizens their successes in revitalizing deteriorated neighborhoods and meeting objectives stipulated in their Consolidated Plan. Utilizing Community Development Block Grant (CDBG), Emergency Solutions Grant (ESG), Housing Opportunities for Persons with Aids (HOPWA) and HOME Investment Partnership (HOME) funds Augusta - Richmond County, its sub recipients and Partner Agencies made substantial progress in accomplishing the goals outlined in the 2019-2019 5-Year Consolidated Plan. The following are key accomplishments of the City's CDBG, ESG, HOME and HOPWA programs in Calendar Year 2020: Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals. CAPER 3 OMB Control No: 2506-0117 (exp. 06/30/2018) Goal Category Source / Amount Indicator Unit of Measure Expected – Strategic Plan Actual – Strategic Plan Percent Complete Expected – Program Year Actual – Program Year Percent Complete Affordable Housing Creation Affordable Housing HOME: $ Rental units constructed Household Housing Unit 35 0 0.00% - - - Affordable Housing Creation Affordable Housing HOME: $ Homeowner Housing Added Household Housing Unit 2 2 100.00% 7 22 100.00% Affordable Housing Creation Affordable Housing HOME: $ Homeowner Housing Rehabilitated Household Housing Unit 50 78 156.00% - - - CHDO Set Aside, Operation and Administration Affordable Housing HOME: $ Other Other 1 1 100.00% - - - Community Facility Improvement Non-Housing Community Development CDBG: $ Public Facility or Infrastructure Activities other than Low/Moderate Income Housing Benefit Persons Assisted 2500 8128 325.12% 0 - 100% Dilapidated Properies Affordable Housing CDBG: $ Buildings Demolished Buildings 100 20 20.00% 20 0 0.00% Economic Development Non-Housing Community Development CDBG: $ Jobs created/retained Jobs 38 36 94.74% 3 117 0.00% CAPER 4 OMB Control No: 2506-0117 (exp. 06/30/2018) Economic Development Non-Housing Community Development CDBG: $ Businesses assisted Businesses Assisted 12 14 116.67% 1 117 0.00% Fair Housing Affordable Housing CDBG: $ Public service activities for Low/Moderate Income Housing Benefit Households Assisted 500 500 100.00% 500 500 100.00% General Program Administration Non-Housing Community Development Administration CDBG: $ / HOPWA: $31468 / HOME: $71902 / ESG: $11386 Other Other 1 1 100.00% - - - Home- ownership Assistance Affordable Housing HOME: $ Homeowner Housing Added Household Housing Unit 0 34 - - 22 - Home- ownership Assistance Affordable Housing HOME: $ Direct Financial Assistance to Homebuyers Households Assisted 270 40 14.81% 30 23 76.67% Housing Rehabilitation Program Affordable Housing CDBG: $ Homeowner Housing Rehabilitated Household Housing Unit 235 143 60.85% 15 66 353.33% CAPER 5 OMB Control No: 2506-0117 (exp. 06/30/2018) Increase Housing for the Homeless Homeless CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ Overnight/Emergency Shelter/Transitional Housing Beds added Beds 150 0 0.00% - - - Increase Housing for the Homeless Homeless CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ Housing for Homeless added Household Housing Unit 0 0 - 10 0 0.00% Increase Housing Opportunities for PLWHA Affordable Housing CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ Tenant-based rental assistance / Rapid Rehousing Households Assisted 0 160 - 30 72 110.00% Increase Housing Opportunities for PLWHA Affordable Housing CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ Housing for People with HIV/AIDS added Household Housing Unit 12 12 100.00% - - - Increase Housing Opportunities for PLWHA Affordable Housing CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ HIV/AIDS Housing Operations Household Housing Unit 0 0 - 38 16 42.11% CAPER 6 OMB Control No: 2506-0117 (exp. 06/30/2018) Increase Provision of case managment services Homeless CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ Public service activities for Low/Moderate Income Housing Benefit Households Assisted 10000 9842 98.42% 2000 3852 192.60% Increase Rapid Re-Housing and Homeless Prevention Homeless CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ Tenant-based rental assistance / Rapid Rehousing Households Assisted 50 30 60.00% 15 33 220.00% Increase Rapid Re-Housing and Homeless Prevention Homeless CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ Homelessness Prevention Persons Assisted 20 13 65.00% 10 195 1,950.00% Increase Rental Housing Opportunities Affordable Housing CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ Rental units constructed Household Housing Unit 10 0 0.00% 7 0 0.00% Increase Rental Housing Opportunities Affordable Housing CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ Rental units rehabilitated Household Housing Unit 20 0 0.00% - - - CAPER 7 OMB Control No: 2506-0117 (exp. 06/30/2018) Permanent Supportive Housing Homeless CDBG: $ Public service activities for Low/Moderate Income Housing Benefit Households Assisted 30 45 150.00% 21 21 100.00% Strategy for Persons with Special Needs Non-Homeless Special Needs CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ Public service activities other than Low/Moderate Income Housing Benefit Persons Assisted 7500 0 0.00% - - - Strategy for Persons with Special Needs Non-Homeless Special Needs CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ Tenant-based rental assistance / Rapid Rehousing Households Assisted 0 0 - 100 72 0.00% Strategy for Persons with Special Needs Non-Homeless Special Needs CDBG: $ / HOPWA: $ / HOME: $ / ESG: $ HIV/AIDS Housing Operations Household Housing Unit 10 10 100.00% 10 0 0.00% Youth enrichment opportunities Non-Housing Community Development CDBG: $ Public service activities other than Low/Moderate Income Housing Benefit Persons Assisted 5000 5559 111.18% - - - CAPER 8 OMB Control No: 2506-0117 (exp. 06/30/2018) Youth enrichment opportunities Non-Housing Community Development CDBG: $ Homeless Person Overnight Shelter Persons Assisted 0 33 - - - - Youth enrichment opportunities Non-Housing Community Development CDBG: $ Overnight/Emergency Shelter/Transitional Housing Beds added Beds 0 0 - - - - Table 1 - Accomplishments – Program Year & Strategic Plan to Date Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified. Augusta - Richmond County identified several priority strategic goals in the 2015-19 5-Year Consolidated Plan. The following highlights some of Augusta-Richmond County's progress in meeting those goals. 1. Goal: Homeownership Assistance: 23 persons were provided Down Payment Assistance utilizing HOME funding in support of home purchases in program year 2019. 2. Goal: Housing Rehab: Housing Rehabilitation services through Augusta-Richmond County's Homeowner Rehab Program, administered by AHCD, remained an effective means of sustaining affordable home ownership in program year 2019. Utilizing available funding, 66 homeowner's properties were rehabilitated under this program in program year 2019. 3. Goal: Increase Housing Opportunities for PLWHA: Utilizing HOPWA funding, 153 persons with HIV were provided with rental assistance through the Short-Term Rent, Mortgage, and Utility Assistance (STRMU) program in program year 2019. Additionally, 37 persons with HIV were provided with tenant based rental assistance (TBRA) through projects supported by HOPWA funding in program year 2019. 4. Goal: Increase Provision of Case Management Services: Augusta-Richmond County, through AHCD and in partnership with members of the local Continuum of Care (CoC), have continued to increase engagement efforts with persons experiencing or at-risk of homelessness through increased quantity and quality of case management services offered to those persons. 5. Goal: Increase Rapid Re-housing and Homeless Prevention: Augusta - Richmond County, through AHCD, has increased its provision of rental assistance to local residents experiencing housing instability. During the 2019 program year, it was anticipated that approximately 5 CAPER 9 OMB Control No: 2506-0117 (exp. 06/30/2018) households would be able to be assisted through both Rapid Re-housing and Homeless prevention; performance far exceeded expectation as more than 248 persons were able to be assisted during the program year. CAPER 10 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted). 91.520(a) Table 2 – Table of assistance to racial and ethnic populations by source of funds Narrative In addition to the numbers reflected above, 54 individuals assisted in the 2019 Program Year by Augusta's CDBG Public Service partners identified as "Other" or "Multi-racial." Also, 29 participants under Augusta's ESG Program identified as "Other" or "Multi-racial." CAPER 11 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-15 - Resources and Investments 91.520(a) Identify the resources made available Source of Funds Source Resources Made Available Amount Expended During Program Year CDBG public - federal 1,880,877 1,734,533 HOME public - federal 1,146,628 262,603 HOPWA public - federal 1,055,049 976,807 ESG public - federal 150,447 1,842,728 Table 3 - Resources Made Available Narrative Identify the geographic distribution and location of investments Target Area Planned Percentage of Allocation Actual Percentage of Allocation Narrative Description CDBG Eligible Area 55 55 Central Business District 5 5 Citywide 25 25 LANEY-WALKER/BETHLEHEM NRS 15 15 Table 4 – Identify the geographic distribution and location of investments Narrative CAPER 12 OMB Control No: 2506-0117 (exp. 06/30/2018) Leveraging Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan. Federal funds were leveraged by additional private, state, and local funds, where applicable. The City complied with all HOME matching fund contribution requirements as outlined in 92.218 of the HOME regulations. These were satisfied with a mix of match carryover from prior years as well as other eligible sources. Likewise, Emergency Solutions Grant Program (ESG) match requirements were met by using CDBG and private (non-HUD) funds. These funds were matched on a dollar-for-dollar basis. Fiscal Year Summary – HOME Match 1. Excess match from prior Federal fiscal year 6,024,934.68 2. Match contributed during current Federal fiscal year 413,155.80 3. Total match available for current Federal fiscal year (Line 1 plus Line 2) 6,438,090.48 4. Match liability for current Federal fiscal year 0 5. Excess match carried over to next Federal fiscal year (Line 3 minus Line 4) 6,438,090.48 Table 5 – Fiscal Year Summary - HOME Match Report CAPER 13 OMB Control No: 2506-0117 (exp. 06/30/2018) Match Contribution for the Federal Fiscal Year Project No. or Other ID Date of Contribution Cash (non-Federal sources) Foregone Taxes, Fees, Charges Appraised Land/Real Property Required Infrastructure Site Preparation, Construction Materials, Donated labor Bond Financing Total Match UDAG PI (2020) 12/31/2020 2,583.16 0 0 0 0 0 0 Wells Fargo Payments 12/31/2020 123,356.89 0 0 0 0 0 0 LWB Bond Funds (2020) 12/31/2020 237,096.75 0 0 0 0 0 0 3124 1/17/2020 0 0 10,190 0 0 0 0 3250 7/31/2020 0 0 4000 0 0 0 0 3258 9/17/2020 0 0 929 0 0 0 0 3259 10/2/2020 0 0 7000 0 0 0 0 3262 10/9/2020 0 0 3500 0 0 0 0 3210 10/9/2020 0 0 6000 0 0 0 0 3147 10/23/2020 0 0 4000 0 0 0 0 3150 11/24/2020 0 0 1500 0 0 0 0 3146 11/30/2020 0 0 4000 0 0 0 0 3269 11/30/2020 0 0 1000 0 0 0 0 3125 12/1/2020 0 0 4000 0 0 0 0 3148 12/11/2020 0 0 4000 0 0 0 0 3152 02/27/2019 0 0 1,000 0 0 0 1,000 3155 01/28/2019 0 0 1,100 0 0 0 1,100 3162 03/12/2019 0 0 7,600 0 0 0 7,600 3164 03/06/2019 0 0 1,000 0 0 0 1,000 CAPER 14 OMB Control No: 2506-0117 (exp. 06/30/2018) Match Contribution for the Federal Fiscal Year Project No. or Other ID Date of Contribution Cash (non-Federal sources) Foregone Taxes, Fees, Charges Appraised Land/Real Property Required Infrastructure Site Preparation, Construction Materials, Donated labor Bond Financing Total Match 3199 07/19/2019 0 0 7,100 0 0 0 7,100 3200 07/12/2019 0 0 1,500 0 0 0 1,500 3202 07/15/2019 0 0 3,000 0 0 0 3,000 3205 09/06/2019 0 0 1,100 0 0 0 1,100 LWB Bond Funds 12/31/2019 766,874 0 0 0 0 766,874 766,874 UDAG PI (2019) 12/31/2019 2,838 0 0 0 0 0 2,838 Wells Fargo Payments 12/31/2019 340,538 0 0 0 0 0 340,538 Table 6 – Match Contribution for the Federal Fiscal Year HOME MBE/WBE report Program Income – Enter the program amounts for the reporting period Balance on hand at begin- ning of reporting period $ Amount received during reporting period $ Total amount expended during reporting period $ Amount expended for TBRA $ Balance on hand at end of reporting period $ 1,008,295.14 746,110.38 838,868 0 775,803.52 Table 7 – Program Income CAPER 15 OMB Control No: 2506-0117 (exp. 06/30/2018) Minority Business Enterprises and Women Business Enterprises – Indicate the number and dollar value of contracts for HOME projects completed during the reporting period Total Minority Business Enterprises White Non- Hispanic Alaskan Native or American Indian Asian or Pacific Islander Black Non- Hispanic Hispanic Contracts Dollar Amount 0 0 0 0 0 0 Number 0 0 0 0 0 0 Sub-Contracts Number 0 0 0 0 0 0 Dollar Amount 0 0 0 0 0 0 Total Women Business Enterprises Male Contracts Dollar Amount 0 0 0 Number 0 0 0 Sub-Contracts Number 0 0 0 Dollar Amount 0 0 0 Table 8 - Minority Business and Women Business Enterprises Minority Owners of Rental Property – Indicate the number of HOME assisted rental property owners and the total amount of HOME funds in these rental properties assisted Total Minority Property Owners White Non- Hispanic Alaskan Native or American Indian Asian or Pacific Islander Black Non- Hispanic Hispanic Number 0 0 0 0 0 0 Dollar Amount 0 0 0 0 0 0 Table 9 – Minority Owners of Rental Property CAPER 16 OMB Control No: 2506-0117 (exp. 06/30/2018) Relocation and Real Property Acquisition – Indicate the number of persons displaced, the cost of relocation payments, the number of parcels acquired, and the cost of acquisition Parcels Acquired 0 0 Businesses Displaced 0 0 Nonprofit Organizations Displaced 0 0 Households Temporarily Relocated, not Displaced 0 0 Households Displaced Total Minority Property Enterprises White Non- Hispanic Alaskan Native or American Indian Asian or Pacific Islander Black Non- Hispanic Hispanic Number 0 0 0 0 0 0 Cost 0 0 0 0 0 0 Table 10 – Relocation and Real Property Acquisition CAPER 17 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-20 - Affordable Housing 91.520(b) Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served. One-Year Goal Actual Number of Homeless households to be provided affordable housing units 100 0 Number of Non-Homeless households to be provided affordable housing units 120 0 Number of Special-Needs households to be provided affordable housing units 150 0 Total 370 0 Table 11 – Number of Households One-Year Goal Actual Number of households supported through Rental Assistance 20 19 Number of households supported through The Production of New Units 18 0 Number of households supported through Rehab of Existing Units 15 19 Number of households supported through Acquisition of Existing Units 5 0 Total 58 38 Table 12 – Number of Households Supported Discuss the difference between goals and outcomes and problems encountered in meeting these goals. Cuts to Federal funding and delays in distribution of that funding have created unanticipated difficulties and negatively impacted the ability of Augusta - Richmond County to meet the goals established in the Consolidated Plan. Additionally, Augusta Housing and Community Development (HCD) has experienced a change in senior leadership with a new Deputy Director and several changes to mangement staff during the 2019 program year. This has led to a refocusing of HCD's efforts to address affordable housing, economic CAPER 18 OMB Control No: 2506-0117 (exp. 06/30/2018) development, homelessness and other special needs. As a result of these difficulties and with consideration of some of the related augmentation to departmental strategies, there is a reduction of actual performance compared to the listed goals established in the 2015-19 Consolidated Plan. The City of Augusta substantially amended the current Consolidated Plan during the 2019 Program Year to refocus resources on the creation of Affordable Housing opportunities and Economic Development projects in low and moderate income areas of Augusta. This Substantial Amendment refelcted a refocusing of HCD's efforts to address the most pressing and evolving needs of the citizenry of the local community. A second Substantial Amendment request will aim to reallocate prior year resources to address the underserved goals of Elimination of Slum and Blight conditions through Clearance and Demolition activities, while also increasing the access to affordable housing, both rental and homeownership, through additional Affordable Housing Activities. Continued investment in the community's locally owned small businesses will also be addresesed through an expansion of the Department's Economic Development Micro Enterprise Training goals in the current Cosolidated Planning Peiored. Discuss how these outcomes will impact future annual action plans. Cuts to Federal funding and delays in distribution of that funding have created unanticipated difficulties and negatively impacted the ability of Augusta - Richmond County to meet the goals established in the Consolidated Plan. As a result, there is a reduction of actual performance compared to the listed goals established in the 2015-19 Consolidated Plan. Affordable housing production and acquisition rebounded in 2015 as the housing market continued to recover. Augusta - Richmond County's Homeowner Rehabilitation program continues to be a highly efficient application of CDBG funds for achieving the community housing priorities: • Maintaining affordable housing • Maintaining quality housing • Reducing Blight • Assisting Special Needs The need for assistance is far greater than currently available resources. Most challenging is capacity to address major improvements such as roof repairs, which is the most critical measure for preserving housing by preventing water intrusion. Exterior paint improvements from the Emergency Paint program continue to be an effective tool for combating blight by improving the visual appearance of the neighborhood. Lead paint testing and lead safe procedures are a core component of preparing homes for paint and paint-disturbing repairs. Qualifying potential homeowners for mortgages continues to be a challenge in the Augusta - Richmond CAPER 19 OMB Control No: 2506-0117 (exp. 06/30/2018) County housing market. The customer pipeline from first contact to closing can be long, with many opportunities to find competitive alternatives in suburban markets. New clients are screened to categorize client readiness for a home purchase and offered assistance or directed to resources for addressing barriers to home ownership. The public private partnerships generate effective earned-media attention for programs and home ownership opportunities. On the other hand, news reports of crime in neighborhoods with considerable HOME investment discourage newcomers and reinforce the historic perception on the area. New infill housing funded with federal assistance is sustainably constructed to minimize environmental impacts and maximize indoor environmental quality and energy efficiency. These high performance homes offer lower operational cost for energy and maintenance, but cost more to build. A large portion of potential buyers purchase homes based on price per square foot or based on upgraded finishes they can see, rather than premium home performance systems such as spray-foam encapsulated attics, Energy STAR certified appliances and high efficiency lighting. Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity. Number of Households Served CDBG Actual HOME Actual Extremely Low-income 0 0 Low-income 0 0 Moderate-income 0 0 Total 0 0 Table 13 – Number of Households Served CAPER 20 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through: Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs Homeless Outreach in Augusta-Richmond County is facilitated primarily through sponsored community outreach events, principally the Homeless Stand Down hosted in partnership between the local VA and Continuum of Care (CoC) membership, and the PATH Resource Fair, hosted by the community's PATH Outreach Team at Serenity Behavioral Health. Additional efforts at outreach and engagement occur periodically through events like the annual Point-in-Time Count, and on an on-going basis by the day-to-day activities of the PATH Outreach Team from Serenity. Addressing the emergency shelter and transitional housing needs of homeless persons People become homeless for a number of reasons including evictions, inability to pay rent, health problems, domestic violence and family conflicts, substance abuse issues, poverty and unemployment, inadequate supply of affordable housing, physical and mental disabilities and inadequate institutional discharge policies and procedures. The City of Augusta continues to provide CDBG and ESG funds annually to agencies carrying out homelessness prevention activities. Funds were provided to Action Ministries, East Augusta CDC, CSRA EOA, Hope House, SAFE Homes of Augusta, Salvation Army, St, Stephens Ministries and United Way to provide rental assistance to homeless persons to prevent eviction. Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs People become homeless for a number of reasons including evictions, inability to pay rent, health problems, domestic violence and family conflicts, substance abuse issues, poverty and unemployment, inadequate supply of affordable housing, physical and mental disabilities and inadequate institutional discharge policies and procedures. CAPER 21 OMB Control No: 2506-0117 (exp. 06/30/2018) The City of Augusta continues to provide CDBG, and ESG funds annually to agencies carrying out homelessness prevention activities. Funds were provided to Action Ministries, East Augusta CDC, CSRA EOA, Hope House, SAFE Homes of Augusta, Salvation Army, St, Stephens Ministries and United Way to provide rental assistance to homeless persons to prevent eviction or rapidly rehouse person who are evicted. Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again The Salvation Army has a Housing Coordinator who assists residents in locating housing. Action Ministries employs a Home Search Coordinator that assists homeless individuals in locating housing. Also, Action Ministries provides furniture items to registered agencies and individuals to assist with the furnishings of their residences. CSRA Economic Opportunity Authority, Beulah Grove Resource Center, Salvation Army and SAFE Homes assist individuals and families with rental and utility deposits and at times transportation assistance. Emergency Shelter/Solutions Grant and Community Development Block Grant funds were provided to the aforementioned agencies to assist with the operation of their programs. The Housing Authority extends priority status in its public housing programs to homeless persons in transition. Goodwill Industries also operates three local facilities providing job training and job placement services to homeless persons seeking employment CAPER 22 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-30 - Public Housing 91.220(h); 91.320(j) Actions taken to address the needs of public housing The Augusta Housing Authority is an independent public corporation, funded primarily by the U.S. Department of Housing and Urban Development (HUD). The Housing Authority is not a City Department; therefore, the actions that they may take to foster public housing improvements and improve resident initiatives to become more involved in management and participate in homeownership are limited within the scope of this plan. The Housing Authority currently operates and maintains thirteen (13) public housing developments in Augusta-Richmond County. Together, these properties house 4,967 people in 2,128 living units. In addition, the PHA administers another 3,674 units under the Section 8 Housing Assistance Payment Program located on scattered sites throughout the city. The 3,674 units consists of 3,579 Section 8 Housing Choice Vouchers and 95 HUD-VASH Vouchers with a total resident count of 11,238 family members during Year 2019. The quality of the housing units owned by the Authority is good and maintenance is excellent. Relating to this, the evaluation method used by HUD for judging the successful operation of a housing authority is the Public Housing Assessment System (PHAS). The Augusta Housing Authority continually has a high performing status for both their Section 8 (SEMAP) and Public Housing Programs. The annual budget for the Housing Authority exceeds $20 million and includes expenditures to operate and maintain the public housing projects, provide housing assistance payments to Section 8 program participants, make capital improvements, provide security and other community services, and overall administration of the program. The Public Housing Program is divided in four (4) areas which consist of: Allen Homes, MM Scott, Oak Pointe, Cherry Tree Crossing, Peabody Apartments, Hal Powell, Ervin Towers, Olmstead Homes, Jennings Place, Dogwood Terrace, Barton Village (some areas), 12 units at Legacy at Walton Oaks and Overlook Apartments. Actions taken to encourage public housing residents to become more involved in management and participate in homeownership The Housing Authority strives to continue to improve resident initiatives through innovation in program design, adding new programs through special grant programs and maintaining a close relationship with the residents. The Authority continues to build new partnerships and seek new resources in the local community as well as nationwide. It offers the Section 8(y) Homeownership Program to its residents. This program is designed to promote and support homeownership for first-time homebuyers and allows one of more family members to purchase a house. The program permits participants who meet the general requirements for admission into the public housing Section 8 Housing Choice Voucher Program the option of purchasing a home with their assistance CAPER 23 OMB Control No: 2506-0117 (exp. 06/30/2018) rather than renting. The Authority provides academic assistance to youth and adults living in public housing. Each year, the Authority provides scholarships to resident youth and adults that will attend either college or technical school. In addition the Authority offers after-school tutoring programs a GED program for adults, an adult literacy program, special tutoring in math and reading for the youth and a Neighborhood Networks Center where residents can have access to computers, the internet and additional training. The Authority works closely with residents who experience special problems. A drug abuse counselor assists residents with drug treatment and counseling. Provisions are made for the senior residents as well. Specific events for the seniors include Senior Health Fairs and Screenings, a Senior Olympics, an Old Fashioned Costume party and holiday activities. A Senior Services Coordinator is employed to provide a number of activities including case management. A partnership with JWC Helping Hand, which received a ROSS (Resident Opportunities for Self-Sufficiency) grant, provides a variety of services for the senior and disabled residents. Included are home care and assistance from housekeeping aides. Actions taken to provide assistance to troubled PHAs The Augusta Housing Authority is not considered a "troubled" PHA. CAPER 24 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) The cost of housing and incentives to develop, maintain and improve affordable housing are all affected by public policies. Augusta Housing and Community Development understands that certain public policies can, at times, creates barriers to housing affordability through increases in cost of housing and other related factors. Through AHCD's efforts to ameliorate those barriers, efforts are regularly made to engage local officials in educational opportunities to better understand the barriers that public policy can create and offer insights as to how these policies can be reassessed to meet the needs of the low-income residents of the community. Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) Augusta - Richmond County is continuing in its effort to remove obstacles to meeting under-served needs throughout the community. Underserved needs for low income persons in Augusta include but are not limited to: Housing, Special Needs of the Non-Homeless, Homelessness, Non-Housing Community Development Needs (Public Facilities, Public Services, Infrastructure, Education, Public Safety, Economic Development and Workforce Development). To meet these needs, many obstacles exist. Funding remains the largest obstacle to meeting under-served needs. To address this issue, the City leverages its limited resources by encouraging partnerships among the many nonprofit and for-profit organizations and urges them to apply to HUD, other Federal agencies, the State and foundations for resources. Additionally, the City has made a commitment to budget CDBG funds at the maximum allowable for public services activities to offer citizens much needed programs and services in the area of literacy, youth activities, senior services, violence prevention, meals and transportation for the homeless, health care assistance for low income families. Unmet housing needs are addressed through the City’s Housing Rehabilitation Program, Emergency Repair Program, Paint Program and new construction of housing by the local CHDOs and other developers. Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) As part of Augusta - Richmond County's strategy to address the obstacles to meeting the needs of the underserved population of the local community, Augusta - Richmond County through Augusta Housing and Community Development (AHCD) directs resources to local community programs in targeted re-development areas. AHCD annually provides local community organizations with resources to carry out the objectives CAPER 25 OMB Control No: 2506-0117 (exp. 06/30/2018) listed in the community's Consolidated Plan. These funds are used for various community services including after-school programs, workforce development, elderly care, housing rehabilitation, rent support and assistance and many others. Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) The primary purpose of the City’s programs is to reduce the number of persons and families living in poverty by providing social and economic opportunities via development, housing, social services and other activities that provide lower income persons an opportunity to improve their living standards. The primary goal of all the projects funded during program year 2019 was to reduce poverty in the local community. Actions taken to develop institutional structure. 91.220(k); 91.320(j) The Housing and Community Development Department administers the CDBG, HOME, ESG and HOPWA Programs. This department continually forms new partnerships with local nonprofit organizations, developers, the private sector and other local resources to implement the Consolidated Plan. Housing efforts are coordinated through five (5) CHDOs, Antioch Ministries, 30901 Development Corporation, East Augusta CDC, Laney-Walker Development Corporation and Promise Land CDC; and three (3) non-profits, Augusta Neighborhood Improvement Corporation, South Augusta Redevelopment and Sand Hills Urban Development. Fair housing issues are handled by HCD and HUD. The Augusta Continuum of Care system is coordinated by the City with the assistance of homeless providers. CDBG, HOME, ESG and HOPWA funds are provided to non-profits through a competitive application process. The coordination of multiple funding sources allows for better coordination and usage of limited funding resources to meet the variety of needs of low income individuals and families. The City’s HCD Department takes the lead to ensure appropriate coordination of the following: • Providing technical assistance to potential sub-recipients. • Carry out the statutory requirements of the CDBG, HOME, ESG and HOPWA programs. • Encourage local financial institutions to become partners in affordable housing projects. • Manage planning studies for neighborhoods. Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j) As grantee and recipient of Emergency Solution Grant funds, Augusta - Richmond County, through its sub- recipient Partner Agencies, assists individuals at risk of homelessness by providing financial assistance for rent, moving and utility assistance. During the 2019 Program Year, Augusta-Richmond County continued to coordinate its efforts with that of the CAPER 26 OMB Control No: 2506-0117 (exp. 06/30/2018) local Public Housing Authority, Augusta Housing Authority, and the local social service Partner Agencies within the local Continuum of Care (GA-504). Also during 2019, the City continued to encourage its sub- recipients to consolidate funding applications to ensure a more cohesive service delivery. Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a). Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) The Grantee (HCD) shall work over the course of the next several fiscal years to effectively address those ailments and impediments outlined in the A&I Study. However, the Grantee shall continue to: Actively seek a Fair Housing entity to assist with providing directions in how to implement a fair housing program and how to get the local stakeholders involved and provide educational information to residents about fair housing and guidance on how to file housing discrimination claims. Additionally, the Grantee has worked to enhance first-time homebuyer training programs that are within the domain of the Housing and Community Development Department: • Promote outreach and education related to credit for prospective homebuyers. Include enhanced financial literacy for senior high school students. • Address establishment and wise use of good credit, including a discussion that educates prospective credit consumers about predatory lending practices • Identify the attributes of predatory loans • Create list of lenders that have targeted Augusta, Georgia citizens with predatory mortgages The Grantee has continued to attend first time homebuyer classes and work with housing counseling agencies to find the best way to implement an education component to syllabus. The purpose of this section will be to educate potential homebuyers on the importance of maintaining good credit and avoid predatory lending practices. AHCD has held meetings to discuss fair housing and affordable housing. Meetings were held with the local housing nonprofits and CHDOs, public hearings, weekly real estate meetings, and monthly neighborhood association meetings. Staff members from HOME and CDBG programs continue to discuss ways to reach out to various groups and entities regarding fair housing education. CAPER 27 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-40 - Monitoring 91.220 and 91.230 Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements. The City currently uses various administrative mechanisms to track and monitor the progress of HUD-funded projects that are under its control and jurisdiction. The goal is to ensure that Consolidated Plan related programs and activities are carried out in a timely manner in accordance with federal regulations and other statutory or regulatory requirements. The primary monitoring goals of the City is to provide technical assistance, identify deficiencies and promote corrections in order to improve, reinforce or augment the community’s Consolidated Plan performance. The City monitors all CDBG, ESG, HOME and HOPWA sub-recipient activities as required by HUD in accordance with the agreement between the agency and the City. Sub-recipients are required to submit monthly and annual program and financial reports to facilitate monitoring. Site visits are conducted at least twice a year and an in-depth monitoring is conducted once a year. Annual monitoring includes ensuring that the sub-recipients, including Community Housing Development Organizations, comply with the terms of their agreements, including income and client eligibility, rents, reporting requirements, timeliness, sales prices, values, property standards, affirmative marketing, periods of affordability, relocation and fair housing. For established agencies, the City may choose to conduct a desk monitoring for agencies providing public services. Once the on-site annual monitoring is complete, the monitor prepares a formal written letter describing the results of the visit, which may include recognition of strengths and weaknesses, findings and/or concerns. If a finding is issued, the monitoring follow-up letter identifies a deadline for when the issues must be corrected. A written record, which includes the completed monitoring checklist and the follow-up letter are kept on file with the sub-recipient’s grant agreement and reports. Other efforts include ongoing communication with sub-recipients through the provision of on-site technical assistance. Frequent telephone contacts, written communications, analysis of reports and annual audits, administrative and environmental guidance by City staff provide a basis for review and monitoring. City staff is also responsible for monitoring Federal Labor Standards requirements (Davis-Bacon, Contract Work Hours and Safety Standards Act, etc.) on an on-going basis. In addition, the City’s Internal Auditor conducts an annual audit of programs and activities that are covered by the Federal Labor Standards and CAPER 28 OMB Control No: 2506-0117 (exp. 06/30/2018) administered by the City. The City performed an on-site in-depth annual monitoring of CDBG, ESG and HOPWA public service agencies, public facilities and Facades. Also, monitoring was conducted monitoring on five (5) Community Housing Development Organizations (CHDO) and three (3) non-profit organizations – concerns, if any, were addressed and corrected. Of the public service agencies monitored, ongoing problems that the City encounters are the slow expenditure of funds and tardiness in submitting progress reports. For housing organizations, timely expenditure of funds and selling of houses are noted concerns. Citizen Participation Plan 91.105(d); 91.115(d) Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports. Augusta – Richmond County carefully follows the process that is outlined in the City of Augusta’s Housing and Community Development Department’s Citizen Participation Plan. Within the Augusta – Richmond County Consolidated Plan Submission for U.S. Department of Housing and Urban Development (HUD) Programs (CDBG, ESG, HOME and HOPWA), the Citizen Participation Plan is designed to assure citizen involvement. Augusta – Richmond County complies with the HUD citizen participation requirements listed in the code of federal regulations at 24CFR91.105. The draft CAPER was made available at the Augusta Housing and Community Development Department office. Notification of the draft 2019 Consolidated Annual Performance Evaluation Report (CAPER) was published on the City’s website. CAPER 29 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-45 - CDBG 91.520(c) Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences. Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants? No [BEDI grantees] Describe accomplishments and program outcomes during the last year. CAPER 30 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-50 - HOME 91.520(d) Include the results of on-site inspections of affordable rental housing assisted under the program to determine compliance with housing codes and other applicable regulations Please list those projects that should have been inspected on-site this program year based upon the schedule in §92.504(d). Indicate which of these were inspected and a summary of issues that were detected during the inspection. For those that were not inspected, please indicate the reason and how you will remedy the situation. AHCD inspects all rental projects annually. There are currently six HOME rental projects and all except one has been inspected. The final unit is scheduled to be inspected in April. All inspected units were deemed to be in compliance with Housing Quality Standards. The review of tenant files demonstrated compliance with HOME rent and income certification requirements and documentation. Review of management practices also appear to be in compliance with HOME requirements, including Tenant Selection Plan, Affirmative Fair Housing Marketing Plan and Waiting List. Provide an assessment of the jurisdiction's affirmative marketing actions for HOME units. 92.351(b) Augusta - Richmond County, through Augusta Housing and Community Development (AHCD), affirmatively markets its housing to all eligible income groups; applicants will not be steered to a particular site based solely on the household's income. AHCD works with local non-profit and for-profit organizations and we ensure that all applicable Fair Housing laws are followed. AHCD utilizes traditional media outreach and online/social media tactics that work in tandem to enhance each other. One of the best practices utilized thus far is personal testimonials from previous homeowners/renters. Refer to IDIS reports to describe the amount and use of program income for projects, including the number of projects and owner and tenant characteristics Refer to IDIS reports to describe the amount and use of program income for projects, including the number of projects and owner and tenant characteristics. 2019 Home Program Income received = $409,142.32 - $5000 drawn against 2013 program year and $26,750.93 drawn against 2014 program year, leaving a balance of $377,391.39. Additional transactions have been registered in Augusta-Richmond County's General Ledger but not reflected in IDIS totaling $1,374.41. Please see the Chart labeled 2019 HOME Program Income Reconciliation Chart for further detail. 2019 HOME Program Income expended = $49,398.08. In Program Year 2019, HOME Program Income was appropriated to 8 HOME projects. CAPER 31 OMB Control No: 2506-0117 (exp. 06/30/2018) Project details and tenant characteristics are in the table below: Describe other actions taken to foster and maintain affordable housing. 91.220(k) (STATES ONLY: Including the coordination of LIHTC with the development of affordable housing). 91.320(j) N/A CAPER 32 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-55 - HOPWA 91.520(e) Identify the number of individuals assisted and the types of assistance provided Table for report on the one-year goals for the number of households provided housing through the use of HOPWA activities for: short-term rent, mortgage, and utility assistance payments to prevent homelessness of the individual or family; tenant-based rental assistance; and units provided in housing facilities developed, leased, or operated with HOPWA funds. Number of Households Served Through: One-year Goal Actual Short-term rent, mortgage, and utility assistance to prevent homelessness of the individual or family 150 172 Tenant-based rental assistance 0 33 Units provided in permanent housing facilities developed, leased, or operated with HOPWA funds 10 11 Units provided in transitional short-term housing facilities developed, leased, or operated with HOPWA funds 10 5 Total 170 221 Table 14 – HOPWA Number of Households Served CAPER 33 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-60 - ESG 91.520(g) (ESG Recipients only) ESG Supplement to the CAPER in e-snaps For Paperwork Reduction Act 1. Recipient Information—All Recipients Complete Basic Grant Information Recipient Name AUGUSTA Organizational DUNS Number 073438418 EIN/TIN Number 582204274 Indentify the Field Office ATLANTA Identify CoC(s) in which the recipient or subrecipient(s) will provide ESG assistance Augusta CoC ESG Contact Name Prefix Mr First Name DANIEL Middle Name J Last Name EVANS Suffix 0 Title Community Development Manager ESG Contact Address Street Address 1 510 Fenwick Street Street Address 2 0 City Augusta State GA ZIP Code 30901- Phone Number 7068211797 Extension 2886 Fax Number 7064693349 Email Address DEVANS2@AUGUSTA.GOV ESG Secondary Contact Prefix Ms First Name Shauntia Last Name Lewis Suffix 0 Title Deputy Director Phone Number 7068211797 Extension 2868 Email Address slewis@augustaga.gov CAPER 34 OMB Control No: 2506-0117 (exp. 06/30/2018) 2. Reporting Period—All Recipients Complete Program Year Start Date 01/01/2019 Program Year End Date 12/31/2019 3a. Subrecipient Form – Complete one form for each subrecipient Subrecipient or Contractor Name: CSRA ECONOMIC OPPORTUNITY AUTHORITY, INC. City: Augusta State: GA Zip Code: 30901, 2127 DUNS Number: 092148261 Is subrecipient a victim services provider: N Subrecipient Organization Type: Other Non-Profit Organization ESG Subgrant or Contract Award Amount: 18000 Subrecipient or Contractor Name: SALVATION ARMY, AUGUSTA City: Augusta State: GA Zip Code: 30901, 1032 DUNS Number: 124261228 Is subrecipient a victim services provider: N Subrecipient Organization Type: Faith-Based Organization ESG Subgrant or Contract Award Amount: 25000 Subrecipient or Contractor Name: SAFE HOMES OF AUGUSTA, INC. City: Augusta State: GA Zip Code: 30914, 3187 DUNS Number: 030140326 Is subrecipient a victim services provider: Y Subrecipient Organization Type: Other Non-Profit Organization ESG Subgrant or Contract Award Amount: 50000 CAPER 35 OMB Control No: 2506-0117 (exp. 06/30/2018) Subrecipient or Contractor Name: Augusta Housing and Community Development City: Augusta State: GA Zip Code: 30901, 2902 DUNS Number: 073438418 Is subrecipient a victim services provider: N Subrecipient Organization Type: Unit of Government ESG Subgrant or Contract Award Amount: 23399 CAPER 36 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-70 – ESG 91.520(g) - Assistance Provided and Outcomes 10. Shelter Utilization Number of New Units - Rehabbed 0 Number of New Units - Conversion 0 Total Number of bed-nights available 43,800 Total Number of bed-nights provided 38,308 Capacity Utilization 87.46% Table 24 – Shelter Capacity 11. Project Outcomes Data measured under the performance standards developed in consultation with the CoC(s) Augusta - Richmond County's Performance Data, which was developed in consultation with the local Continuum of Care (GA-504), is as follows: Performance Measures  Homeless Prevention Goal: Total unduplicated count of persons receiving rent assistance: 78  Project Outcome Data: 78 persons received rent assistant during program year 2019 Performance Measure  Homeless Shelter Goal: Total unduplicated count of persons receiving overnight shelter: 1798  Project Outcome Data: 1798 persons received overnight shelter during program year 2019. CAPER 37 OMB Control No: 2506-0117 (exp. 06/30/2018) CR-75 – Expenditures 11. Expenditures 11a. ESG Expenditures for Homelessness Prevention Dollar Amount of Expenditures in Program Year 2017 2018 2019 Expenditures for Rental Assistance 39,680 0 0 Expenditures for Housing Relocation and Stabilization Services - Financial Assistance 0 0 0 Expenditures for Housing Relocation & Stabilization Services - Services 0 0 0 Expenditures for Homeless Prevention under Emergency Shelter Grants Program 0 0 0 Subtotal Homelessness Prevention 39,679.65 0 0 Table 25 – ESG Expenditures for Homelessness Prevention 11b. ESG Expenditures for Rapid Re-Housing Dollar Amount of Expenditures in Program Year 2017 2018 2019 Expenditures for Rental Assistance 37,793 75,001 63,096 Expenditures for Housing Relocation and Stabilization Services - Financial Assistance 0 0 0 Expenditures for Housing Relocation & Stabilization Services - Services 0 0 0 Expenditures for Homeless Assistance under Emergency Shelter Grants Program 0 0 0 Subtotal Rapid Re-Housing 37,793 75,001 63,096 Table 26 – ESG Expenditures for Rapid Re-Housing 11c. ESG Expenditures for Emergency Shelter Dollar Amount of Expenditures in Program Year 2017 2018 2019 Essential Services 0 0 0 Operations 50,000 62,343 39,929 CAPER 38 OMB Control No: 2506-0117 (exp. 06/30/2018) Renovation 0 0 0 Major Rehab 0 0 0 Conversion 0 0 0 Subtotal 50,000 62,343 39,929 Table 27 – ESG Expenditures for Emergency Shelter 11d. Other Grant Expenditures Dollar Amount of Expenditures in Program Year 2017 2018 2019 Street Outreach 12,088 0 0 HMIS 0 0 0 Administration 11,315 11,135 11,284 Table 28 - Other Grant Expenditures 11e. Total ESG Grant Funds Total ESG Funds Expended 2017 2018 2019 243,735 150,876 148,479 140,388 Table 29 - Total ESG Funds Expended 11f. Match Source 2017 2018 2019 Other Non-ESG HUD Funds 0 0 0 Other Federal Funds 22,806 14,912 50,708 State Government 25,000 0 0 Local Government 31,000 20,735 357,357 Private Funds 22,234 123,172 30,000 Other 50,500 29,246 37,738 Fees 0 0 0 Program Income 0 0 54,580 Total Match Amount 151,540 188,065 530,383 Table 30 - Other Funds Expended on Eligible ESG Activities 11g. Total Total Amount of Funds Expended on ESG Activities 2017 2018 2019 566,847 302,416 336,544 670,771 Table 31 - Total Amount of Funds Expended on ESG Activities CAPER 39 OMB Control No: 2506-0117 (exp. 06/30/2018) Attachment FY2019 HESG CAPER Augusta CAPER 40 OMB Control No: 2506-0117 (exp. 06/30/2018) CAPER 41 OMB Control No: 2506-0117 (exp. 06/30/2018) CAPER 42 OMB Control No: 2506-0117 (exp. 06/30/2018) CAPER 43 OMB Control No: 2506-0117 (exp. 06/30/2018) CAPER 44 OMB Control No: 2506-0117 (exp. 06/30/2018) CAPER 45 OMB Control No: 2506-0117 (exp. 06/30/2018) CAPER 46 OMB Control No: 2506-0117 (exp. 06/30/2018) CAPER 47 OMB Control No: 2506-0117 (exp. 06/30/2018) CAPER 48 OMB Control No: 2506-0117 (exp. 06/30/2018) CAPER 49 OMB Control No: 2506-0117 (exp. 06/30/2018) CAPER 50 OMB Control No: 2506-0117 (exp. 06/30/2018) Administrative Services Committee Meeting 4/27/2021 1:05 PM HCD_2020 CAPER Submission Approval Department:HCD Presenter:Hawthorne Welcher, Jr. and/or HCD Staff Caption:Request to approve submission of the Program Year 2020 Consolidated Annual Performance Evaluation Report (CAPER) to the U.S. Department of Housing and Urban Development (HUD). The 2020 CAPER represents funding for the following programs funded by the U.S. Department of Housing and Urban Development (HUD): Community Development Block Grant (CDBG) Program, Home Investment Partnerships (HOME) Program, Emergency Solutions Grant (ESG) Program, and Housing Opportunities for Persons with AIDS (HOPWA) Program. Any comments received during the 30-Day Comment Period will be provided to the Augusta, Georgia Commission for review and consideration. Background:The overarching goal of HUD’s Community Planning and Development (CPD) programs covered by the Consolidated Plan is “to develop viable urban communities by providing decent housing and a suitable living environment and expanding economic opportunities,” principally for low- and moderate- income persons. In this effort, HUD looks to its local government grantees to “extend and strengthen partnerships among all levels of government and the private sector, including for-profit and non-profit organizations, in the production of affordable housing.” (See 24 CFR 91.1) HUD uses the CAPER and IDIS data to obtain essential information on grant activities, project sponsors, housing sites, units and households, and beneficiaries (which includes racial and ethnic data on program participants). In order to fulfill statutory and regulatory requirements mandated by the U.S. Department of Housing and Urban Development with regard to the 2015-2019 Consolidated Plan, the City of Augusta is required to make available for public comment the 2020 Consolidated Annual Performance and Evaluation Report (CAPER) which provides the jurisdiction an opportunity to evaluate its overall progress in carrying out priorities and specific objectives identified in its Consolidated Plan and its 2019 Annual Action Plan. The 2020 Consolidated Annual Performance and Evaluation Report (CAPER) summarizes the results of activities that have taken place during Program Year 2020. The performance report must include a description of the resources made available, the investment of available resources, the geographic distribution and location of investments, the families and persons assisted (including the racial and ethnic demographics of persons assisted), actions taken to affirmatively further fair housing, and other actions indicated in the Consolidated Plan and the Action Plan. The importance of timely and accurate performance reports cannot be overstated. Performance reporting meets three basic purposes: Provides HUD with necessary information to meet its statutory requirement to assess each grantee's ability to carry out relevant CPD programs in compliance with all applicable rules and regulations; Provides information necessary for HUD's Annual Report to Congress, also statutorily mandated; Provides grantees an opportunity to describe to citizens their successes in revitalizing deteriorated neighborhoods and meeting objectives stipulated in their Consolidated Plan. Utilizing Community Development Block Grant (CDBG), Emergency Solutions Grant (ESG), Housing Opportunities for Persons with Aids (HOPWA) and HOME Investment Partnership (HOME) funds; Augusta - Richmond County, its sub-recipients and Partner Agencies utilize the CAPER to substantiate progress in accomplishing the goals outlined in the final year of the 2015-2019 5-Year Consolidated Plan. Analysis:If approved by the Augusta, Georgia Commission, the Housing and Community Development Department will be able to report accomplishments from calendar year 2020 to the U.S. Department of Housing and Urban Development (HUD) and continue provision of funding to projects and activities to service the housing, community and economic development needs of low-to-moderate income residents of Augusta, Georgia. This process is called end-of-year reporting, fulfilling three purposes by the grantee: 1. Meeting CAPER and program requirements. 2. Producing accurate IDIS reports, some of which must be made available to the public. 3. Ensuring that HUD will have the most current information during its annual assessment of a grantee's performance. Financial Impact:No financial action required for this mandatory report submission. Alternatives:Do not approve HCD's request for approval to submit the 2020 CAPER to HUD. Recommendation: Approve submission of the Program Year 2020 Consolidated Annual Performance Evaluation Report (CAPER) to the U.S. Department of Housing and Urban Development (HUD Funds are Available in the Following Accounts: Housing and Urban Development (HUD) Funds: Community Development Block Grant (CDBG) funds, Emergency Solutions Grant (ESG), HOME Investment Partnership and Housing Opportunities for Persons with AIDS (HOPWA). REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Administrative Services Committee Meeting 4/27/2021 1:05 PM HCD_ESG CARES Act Subrecipient Agreement (3) Approval Request Department:HCD Presenter:Hawthorne Welcher, Jr. and/or HCD Staff Caption:Motion to approve Housing and Community Development Department’s (HCD’s) request to provide funding for three (3) nonprofit agencies through the ESG CARES Act program to assist with emergency shelter, homeless prevention and rapid rehousing to address the needs of the homeless population in Augusta Richmond County. The following organizations have applied and are recommended for funding: 1. The Salvation Army Augusta Area Command (Emergency Shelter) – up to $440,738.00 2. Richmond County Health Department (Homeless Prevention) – up to $18,750 3. The McKie Foundation (Rapid Rehousing) – up to $154,500 Background:With the passing of the Coronavirus Aid and Recovery Economic Stimulus Act (CARES Act) by Congress, HUD has allocated additional ESG resources to the City of Augusta to aid in the preparation, response and mitigation of the Covid-19 public health emergency . HCD is proposing to fund three (3) local nonprofits to directly implement programming that prevents and ends homelessness for Augusta residents as well as to provide relief to local shelter programs for the increased service delivery required during the Shelter In Place period. Funding will be used to reimburse shelter operation costs (utilities, staffing, food and supplies), provide direct rent and utility assistance to households to prevent eviction or service interruption and direct rental assistance to literal homeless families in order to secure permanent housing. Each Agency successfully went through HCD's competitive application process. Analysis:The approval of the grant awards for the three (3) recommended agencies will allow service and funding availability for individuals and families currently in need. Financial Impact:Funding for this initiative is available under the Emergency Solutions Grant CARES Act Program. Funding totaling $613,988 will be made available to the three (3) recommended agencies. Alternatives:Do not approve HCD's Request. Recommendation:Motion to approve Housing and Community Development Department's (HCD) request to provide funding for three (3) nonprofit agencies through the ESG CARES Program to assist with emergency shelther, homeless prevention, and rapid rehousing to address the needs of the homeless population in Augusta Richmond County. Funds are Available in the Following Accounts: Housing and Urban Development (HUD) Funds: CARES Act Emergency Solutions Grant (ESG-CV) funds 221-07-3224/ 52- 11119 REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission HOMEBUYER – FRANKIE BOYD, JR. LWBR Program – Homebuyer Written Agreement Page 1 of 5 LANEY WALKER/BETHLEHEM REVITALIATION PROJECT SUBSIDY PROGRAM HOMEBUYER WRITTEN AGREEMENT NOTICE TO HOMEBUYER: This AGREEMENT contains a number of requirements you must fulfill in exchange for the federal assistance you are receiving through the Laney Walker/Bethlehem Revitalization Project Subsidy Program (LWBR Subsidy Program). Be sure to read each paragraph carefully and ask questions regarding any sections you do not fully understand. This AGREEMENT will be enforced by a forgivable loan and mortgage as set forth below. You should be sure that you thoroughly understand these documents before you sign them. THIS AGREEMENT, made and entered into this __ day of ____________, 2021 by and between HOMEBUYER hereinafter referred to as “BORROWER,” and AUGUSTA HOUSING & COMMUNITY DEVLOPMENT (HCD) having its principal office at 510 Fenwick Street, Augusta, Georgia 30901, hereinafter referred to as “LENDER.” WHEREAS, on ___________________, the Lender agreed to provide to the Borrower financial assistance to be used in pursuit of the purchase of certain real property hereafter described; Map Parcel #059-1-150-00-0 identified as 1218 Perry Avenue. WHEREAS, a percentage of said financial assistance was provided in the form of a Forgivable Loan, hereinafter referred to as a “LOAN,” with said Loan being in the amount of Twenty- eight thousand dollars 00/100 ($28,000.00), subject to the condition that the Borrower executes this Agreement. WHEREAS, the Forgiveness Loan is funded by the Augusta Housing and Community Development Subsidy Program via the Laney Walker/Bethlehem Revitalization Project (hereafter “LWBR Program”), and restrictions apply to the Borrower when participating in the City of Augusta’s Forgiveness Loan Program. NOW THEREFORE, in consideration of the said Loan and in accordance with the provisions of State of Georgia Statues, the parties do hereby agree as follows: The Borrower covenants and agrees with the Lender to adhere to the following LWBR Program Restrictions imposed on them for the assistance provided: HOMEBUYER – FRANKIE BOYD, JR. HOME Program – Homebuyer Written Agreement Page 2 of 5 Affordability Period You must comply with the LWBR Program’s period of affordability. The period of affordability for the home will be for the term of the loan (30 years), based on the amount of the direct subsidy to the HOMEBUYER. During this 30-year period, the HOMEBUYER must maintain the home as his/her principal place of residence at all times. During this time the recapture restriction is effective and requires all LWBR funds that were provided for the purchase of the home to be repaid to the City, including principal, interest, late fees, and other charges, if you do not occupy the property as your principal residence or if you sell or transfer the property. Appraised property value The AWARDEE certifies that a certified property appraiser has appraised the property that is the subject of this AGREEMENT at a value of $153,000.00. . Principal residence requirement This agreement shall remain in force throughout the affordability period as long as the home remains the principal residence of the HOMEBUYER. Should the HOMEBUYER not maintain the home as his/her principal residence, or rent or sell the residence to another party, the HOMEBUYER will be in breach of this agreement and will be required to repay any amount that has not yet been forgiven, as set forth in Section 5 of the AGREEMENT, as of the day the home is no longer the principal place of residence of the HOMEBUYER. If the home is sold to another party, the liability of the HOMEBUYER will be limited to the amount of the net proceeds of the sale as set forth in Section 7 below. ________Buyer Initials Recapture Agreement This is a mechanism to recapture all or a portion of the direct LWBR subsidy if the LWBR recipient decides to sell the house within the affordability period at whatever price the market will bear. The recaptured funds will come from the net proceeds if available. Any such repayment as required shall be made to the Lender no later than thirty (30) days following the action that require the repayment. Obligation of Repayment As security of Borrower’s obligation of repayment, and subject to the terms and conditions of this Agreement, the Borrower grants, and the Lender shall and hereby does have, a lien on the real estate hereinafter described in the full amount necessary to satisfy said repayment obligation and the cost, including reasonable attorney’s fees, of collecting the same. The real estate subject to said lien is legally described as: HOMEBUYER – FRANKIE BOYD, JR. HOME Program – Homebuyer Written Agreement Page 3 of 5 ALL THAT LOT OR PARCEL OF LAND, situated, lying and being in the City of Augusta, Richmond County, Georgia bounded north of Perry Avenue, south of Laney Walker Boulevard, east of R.A. Dent, and west of James Brown Boulevard. Promptly after the date of any sale, transfer or other conveyance of the above describe property, or in the event of a sale by contract for deed, at least ten (10) days prior to the date of such sale; or if the property shall cease to be the Borrower’s principal place of residency, the Borrower or his/her heirs, executors, or representatives shall give the lender notice thereof. In the event the Borrower or his/her heirs, executors, or representatives shall fail or refuse to make a required payment within said limited period, the Lender may, with or without notice to the Borrower, foreclose said lien in the same manner as an action of the foreclosure or mortgages upon said real estate, as provided by State Statue. Ownership of Property You must hold fee simple title to the property purchased with LWBR funds for the duration of your Forgiveness Loan. Use of LWBR funds The HOMEBUYER agrees that the LWBR assistance will be used to lower the cost of the home by providing down payment assistance. This will reduce the sales price of the home to the HOMEBUYER and reduce the total amount the HOMEBUYER will be required to borrow in order to purchase the home. ________Buyer Initials Insurance requirement The HOMEBUYER must at all times during the duration of this AGREEMENT maintain a valid and current insurance policy on the home for the current appraised or assessed value of the home. Failure to maintain a valid and current insurance policy will be considered a breach of this AGREEMENT, and the AWARDEE will have the right to foreclose on its mortgage lien if necessary, to protect the LWBR Program investment. Property standards Pursuant to LWBR Program rules, the property that is the subject of this AGREEMENT must meet all State and local housing quality standards and code requirements. If no such standards or codes apply, the property must at a minimum meet the HUD Section 8 Housing Quality Standards/Uniform Physical Condition Standards. Termination Clause HOMEBUYER – FRANKIE BOYD, JR. HOME Program – Homebuyer Written Agreement Page 4 of 5 In the event of foreclosure or deed in lieu of foreclosure of Prior Security Deed, any provisions herein or any provisions in any other collateral agreement restricting the use of the Property to low or moderate-income households or otherwise restricting the Borrower’s ability to sell the Property shall have no further force or effect. Any person (including his successors or assigns) receiving title to the Property through a foreclosure or deed in lieu of foreclosure of a Prior Security Deed shall receive title to the Property free and clear from such restriction. Further, if any Senior Lien Holder acquires title to the Property pursuant to a deed in lieu of foreclosure, the lien of this Security Instrument shall automatically terminate upon the Senior Lien Holder’s acquisition of title, provided that (i) the Lender has been given written notice of a default under the Prior Security Deed and (ii) the Lender shall not have curved the default under the Prior Security Deed within the 30-day notice sent to the Lender.” This Agreement shall run with the aforementioned real estate and shall inure to the benefit of and be binding upon the parties hereto and their respective heirs, executors, representatives, successors and assigns. If at any time that the City realizes that you have falsified any documentation or information, you may be required by law to pay the full amount of subsidy provided. ________Buyer Initials Lead Requirement I understand that my house was built/or not built before 1978. I am in receipt of the “Protect Your Family from Lead in Your Home Booklet” and discussed with the staff of Housing and Community Development. __________Buyer Initials Homeowner’s house was built before 1978 and has received a Lead Inspection Report. _________Buyer Initials HOMEBUYER – FRANKIE BOYD, JR. HOME Program – Homebuyer Written Agreement Page 5 of 5 IN WITNESS WHEREOF, the Borrower has executed this Forgiveness Loan Repayment Agreement. ___________________________________________ Date___________________________ HOMEBUYER SIGNATURE Attest: Subscribed and sworn to before me __________________________________, 20____. My Commission Expires ______________________________________, 20____. ______________________________________ Notary Signature Approved as to form: _________________________ Date: _______________ Augusta, GA Law Department By: ___________________________________ Date: ________________ Hardie Davis Jr. As its Mayor By: ___________________________________ Date: ________________ Odie Donald, II. As its Administrator By: ___________________________________ Date: _________________ Hawthorne Welcher, Jr. As its Director, HCD SEAL ____________________________ Lena Bonner As its Clerk Administrative Services Committee Meeting 4/27/2021 1:05 PM HCD_Laney Walker/ Bethlehem Homebuyer Subsidy Contract Approval Request Department:HCD Presenter:Hawthorne Welcher, Jr. and/or HCD Staff Caption:Motion to approve Housing and Community Development Department’s (HCD's) contract between HCD and Frankie Boyd, Jr. for the down payment subsidy assistance for one (1) single-family housing unit identified as 1218 Perry Avenue. Background:In 2008, the Augusta Commission passed legislation supporting community development in Laney Walker/Bethlehem. Since that time, the Augusta Housing & Community Development Department has developed a master plan and development guidelines for the area, set up financial incentive programs for developers and home buyers, selected a team of development partners to focus on catalytic change, and created a marketing strategy to promote the overall effort. This request involves the homebuyer subsidy for one (1) single-family housing unit within the Laney Walker/Bethlehem area identified as 1218 Perry Avenue. Analysis:The approval of the contract will allow for the homebuyer to receive the down payment subsidy. Financial Impact:HCD will use Laney Walker/Bethlehem Project funds for the homebuyer subsidy. Down payment subsidy amount: $28,000 Alternatives:Do not approve HCD's Request. Recommendation:Motion to approve Housing and Community Development Department’s (HCD's) contract between HCD and Frankie Boyd, Jr. for the down payment subsidy assistance for one (1) single-family housing unit identified as 1218 Perry Avenue. HCD will utilize Laney Walker/Bethlehem Project funds towards the homebuyer subsidy. Funds are Available in the Following Accounts: Laney Walker/Bethlehem Project Funds 298-07-7340/52-11-119 REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Administrative Services Committee Meeting VirtuaVTeleconference - 4ll3l202l ATTENDANCE: Present: Hons. Hardie Davis, Jr., Mayor; Hasan, chairman; Scott, viceChairman; Frantom and B. Williams, members. 1' Motion to approye due to purchases on the individual purchase orders will Itemexceed $25,000.00 per order. The following annual bid items: Central Action:Services Department - 2l'006 Elevator Maintenance Agreement; ApprovedEnvironmental Services Department - 2l-l2g Landscape MaintenanceServices; utilities Department 2o-0ll chemicals and 2l-0554Chemicals; Engineering Department 2l-100 On-Call ITS Construction &Emergency Repair. Motions X:itl'" Motion TextI ype Motion to Approve approve. Motion passes 2. Motion to approve a one Contract for 2022 at a cost RFP 1e-22s) Made By Commisioner 4-0. S.un Frantom Made By Commisioner Sean Frantom Commissioner Bobby williams Passes year extension of the Augusta Fleet Maintenance Item of $2,963,946.00 to First Vehicle Services. (REF - Action: Approved Seconded By Seconded By Motion Result Motion Result Motions Motion Type Approve Motion Text Motion to approve. Motion Passes 4-0. Commissioner Bobby williams Passes 3. Request from Mr. Brian Green to appear before Administrative Committee to Item address homelessness impact on sanitation and safety' Action: None Motions f#:" Motion rext Made Seconded Motion By By Result It was the consensus of the committee that this item be received as information without objection. Update from Housing & Community Development Department regarding their Emergency Rental Assistance Program. (Requested by Commissioner Francine Scott) 4.Item Action: Approved ^ Commissioner Scott by CommisionerApprove Mr. Welcher dated eprit Sean Frantom 13,2021. Motion Passes 4-0. 5. Motion to approve seven (7) Emergency Rehabilitation projects. Motions Motion Motion Textrype Motion to approve the update given to Motions Motion -^"""" Motion Text't'ype Motion to Approve approve. Motion Passes 4-0. Made By Seconded By HJ|I Commissioner Bobby Passes Williams Item Action: Approved Made By Seconded By Motion Result Commisioner Commissioner Sean Frantom Bobby williams Passes 6. Motion to approve Housing and Community Development Department's Item (HCD's) r.qrot to provide HOME funding to assist one (l) low to moderate Action: income homebuyer with gap financing, down payment and closing cost to Approved purchase a home though the Homebuyer Subsidy Program. Motions 7. Motion to approve the minutes of the Administrative Services Committee heldon March 9,2021. Motion Motion Text Type Motion to Approve approve. Motion Passes 4-0. Motions Il:lion Motion rextrype Motion to Approve approve. Motion Passes 4-0. Motions Motion Motion TextI ype Motion to Approve approve. Motion Passes 4-0. Commisioner Commissioner Sean Frantom Bobby williams Passes Made By Seconded By Made By Seconded By Made By Commisioner Sean Frantom Seconded By Motion Result Motion Result Motion Result Item Action: Approved Item Action: Approved Item Action: Approved Commisioner Commissioner Sean Frantom Bobby Williams Passes 8. Motion authorize the Clerk of Commission Office to maintain control of andschedule use of the following rooms in the Municipal Building: l)The Commission Chambers 2)3) Commission Executive Session Conference Room 293 4) Conference Room 292 and 5) conference Room 2gl. (Requested by Commissioner Sammie Sias) 9.Motion to accept as information the proceed with Phase 2 of the process to Trane, Inc. - details and financials to r8-r64) Commissioner Bobby williams Passes Investment Grade Audit Report and enter into a Performance Contract with follow after procurement biding. (REF Motions Motion Type Approve Made By Commissioner Francine Scott Seconded By Commisioner Sean Frantom Motion Result Passes Motion Text Motion to approve. Motion Passes 4-0. 10. Discuss and approve allocated funding for travel of Commissioners in 2021 ltem via a recommendation of the administrator on timeline for safe Action: travel. (Requested by Commissioner Sean Frantom) None Motions Motion Made Seconded Motion i;;" Motion Text By By Resuu It was the consensus of the committee that this item be received as information without objection. 11. Consider request from Probate Judge Harry James regarding a new staff Item position in the Probate Court. Action: Approved Motions IVlotion Motion-^"""" Motion Text Made By Seconded By Resultrype Motion to commisioner commissionerApprove approve. "^::;*:.:: ;:;::;;r,;;*" Passes Motion passes 4-0. Stu'Frantom Bobby williams 12. Request approval of the Comprehensive Fleet Management Operations, Item Maintenance and Replacement Policy. (Defened from March 9 Action: Administrative Services Committee) Approved Motions Y:li"' Motion Text Made By seconded By Motion Type Result Motion to accept as information and Commissioner Approve ;Xfrffi iliil,;f;^. ,. ;,:.Tffi'Ji",1T ,*"rt?L, passes Motion Passes 4-0. 13. Motion to approve new titles change for IT executive staff from Director and Item Deputy Director to Chief Information Officer and Deputy Chief Information Action: Officer. (Requested by Administrator Odie Donald) Approved Motions Motion Text Motion Type Motions Motion Type Approve Made By Commisioner Sean Frantom Motion Result Passes Made Seconded MotionBy By Result It was the consensus of the committee that this item be added to the agenda without objection. Motion Text Motion to approve. Motion Passes 4-0. Seconded By Commissioner Bobby Williams www.augustasa.sov Administrative Services Committee Meeting 4/27/2021 1:05 PM Minutes Department: Presenter: Caption:Motion to approve the minutes of the Administrative Services Committee held on April 13, 2021. Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Subrogation Processing Form Please complete the form below and return to MRxSubrogation@magellanhealth.com. Opt IN: By selecting this option, Magellan will process Medicaid subrogation claims and include the amounts of such claims on future invoices. Opt OUT: By selecting this option, Magellan will NOT process Medicaid subrogation claims. By choosing this option, we understand that Magellan will deny these claims and will notify the appropriate Medicaid agencies (or their contracted vendors) accordingly. Medicaid agencies (or their contracted vendors) will look to the plan directly for processing and payment of these claims. Please refer Medicaid subrogation claims to: Name: _____________________________________________________ Company/Account Name: ____________________________________ Title: ______________________________________________________ E-mail address: _____________________________________________ Phone Number: _____________________________________________ Name: _________________________________________________ Company/Account Name: _______________________________ Title: __________________________________________________ Client Signature: _______________________________________ Date: __________________________________________________ If responding for multiple plan sponsors, please include the list of plan sponsors in your response. Proprietary and Confidential The contents of this document are confidential and proprietary to MRx and may not be reproduced, transmitted, published, or disclosed to others without prior written authorization from MRx. Page 1 of 8 FIRST AMENDMENT TO PHARMACY BENEFIT MANGEMENT SERVICES AGREEMENT BETWEEN MAGELLAN RX MANAGEMENT, LLC AND AUGUSTA, GEORGIA THIS FIRST AMENDMENT TO THE PHARMACY BENEFIT MANAGEMENT SERVICES AGREEMENT is effective on January 1, 2021 (“Amendment Effective Date”), by and between Augusta, Georgia (hereinafter “Sponsor”) and Magellan Rx Management, LLC (hereinafter “MRx”). WHEREAS, Sponsor and MRx are parties to the Pharmacy Benefit Management Services Agreement entered into as of January 1, 2017, (the “Agreement”), pursuant to which MRx provides certain pharmacy benefit management service to Sponsor; and WHEREAS, the Parties now desire to modify the terms of the Agreement; and NOW THEREFORE, in consideration of the foregoing and of the mutual covenants set forth herein, and intending to be legally bound hereby, the Parties agree as follows: 1. A new Section 3.6, is added to the Agreement, as follows: Government Subrogation. Government agencies (or persons or entities acting on their behalf) may submit Subrogation Claims, which MRx will process and pay on behalf of Sponsor, and invoice Sponsor, in accordance with the applicable terms of this Agreement, including the per claim charge set forth herein. “Subrogation Claim” means those claims submitted by a government agency (or any person or entity acting on behalf of a government agency) on behalf of or in the name of a Member for which Sponsor is responsible as a third-party payer by operation of Law. Sponsor acknowledges that when processing Subrogation Claims, certain Plan requirements may not apply (e.g., submission time frames, utilization management rules or limitations). Any Subrogation Claims received after the termination or expiration of this Agreement, but which related to a date of service prior to such termination or expiration, will be processed under this Agreement through the end of the Claims Runout period. After such period, MRx will return the claim to the submitter with notice to contact Sponsor. 2. Schedule B (Pricing Terms) is hereby deleted in its entirety and replaced with the Schedule B (Pricing Terms) attached hereto. 3. Except as otherwise amended by this Amendment, all other terms and conditions of the Agreement shall remain in full force and effect. In the event of any conflict between the DocuSign Envelope ID: 0494ED94-16DC-4E01-8A6A-4BE1910F269C Proprietary and Confidential The contents of this document are confidential and proprietary to MRx and may not be reproduced, transmitted, published, or disclosed to others without prior written authorization from MRx. Page 2 of 8 terms of this amendment and the terms of the Agreement, the terms of this amendment shall control. IN WITNESS WHEREOF, the Parties hereto each by its officers duly authorized, have signed this Amendment to be effective as of the Amendment Effective Date. MAGELLAN Rx MANAGEMENT, LLC AUGUSTA, GEORGIA By: ____________________________ By: _____________________________ Name: __________________________ Name: ___________________________ Title: ___________________________ Title: ____________________________ Date: ___________________________ Date: ____________________________ DocuSign Envelope ID: 0494ED94-16DC-4E01-8A6A-4BE1910F269C Proprietary and Confidential The contents of this document are confidential and proprietary to MRx and may not be reproduced, transmitted, published, or disclosed to others without prior written authorization from MRx. Page 3 of 8 SCHEDULE B PRICING TERMS Sponsor will pay for Covered Pharmaceuticals as set forth in this Schedule B. This is not a pass through arrangement. The amount that Sponsor pays for Covered Pharmaceuticals may be greater or less than the amount that MRx pays the pharmacy, except that MRx will pass through to Sponsor the price it pays for Compound Prescriptions and will not earn or retain any spread on such Claims. 1. RETAIL PHARMACY Pricing. Sponsor will pay MRx for each Covered Pharmaceutical dispensed to a Member through a Retail Pharmacy an amount equal to (a) the lowest of (i) AWP minus a discount plus a Dispensing Fee, (ii) MAC plus Dispensing Fee, or (iii) U&C, less (b) the Cost Share. These terms also apply to Member-submitted claims. Sponsor will pay for Compound Prescriptions on a separate ingredient cost and Dispensing Fee basis. Retail Pharmacy Claims may not exceed a 34-day supply except at pharmacies contracted for extended days’ supply. No Minimum Charge. There will be no minimum charge to Members. Members will be charged the lowest of discounted AWP, submitted cost, MAC, U&C, or the Cost Share, plus Dispensing Fee where applicable. If a Member pays the entire cost of a Covered Pharmaceutical, there will be no charge or credit to Sponsor. Subject to Section 4 below, MRx will provide the following financial guarantees for the Retail Pharmacy network: 1-83 Day Supply Component Minimum Brand Effective Rate (AWP Discount) Guarantee: AWP minus 18.50% Minimum Generic Effective Rate (AWP Discount) Guarantee: AWP minus 84.00% Maximum Brand Claim Dispensing Fee Guarantee: $0.90 Maximum Generic Claim Dispensing Fee Guarantee: $0.90 84-90 Day Supply Component Minimum Brand Effective Rate (AWP Discount) Guarantee: AWP minus 21.25% Minimum Generic Effective Rate (AWP Discount) Guarantee: AWP minus 85.00% Maximum Brand Claim Dispensing Fee Guarantee: $0.00 Maximum Generic Claim Dispensing Fee Guarantee: $0.00 2. MAIL ORDER PHARMACY DocuSign Envelope ID: 0494ED94-16DC-4E01-8A6A-4BE1910F269C Proprietary and Confidential The contents of this document are confidential and proprietary to MRx and may not be reproduced, transmitted, published, or disclosed to others without prior written authorization from MRx. Page 4 of 8 Sponsor will pay MRx for Covered Pharmaceuticals dispensed to Members through a Mail Order Pharmacy an amount equal to (a) the lower of (i) AWP minus a discount or (ii) MAC, less (b) the Cost Share. The Dispensing Fee applicable to each Paid Claim is $0.00. The minimum days’ supply per prescription is 84 days. A Claim for less than 84 days’ supply will be processed at rates applicable to the Retail Pharmacy. No Minimum Charge. There will be no minimum charge to Members. Members will be charged the lowest of discounted AWP or the Cost Share. If a Member pays the entire cost of a Covered Pharmaceutical, there will be no charge or credit to Sponsor. Subject to Section 4 below, MRx will provide the following financial guarantees for the Mail Order Pharmacy: Component Minimum Brand Effective Rate (AWP Discount) Guarantee: AWP minus 24.50% Minimum Generic Effective Rate (AWP Discount) Guarantee: AWP minus 86.00% Maximum Brand Claim Dispensing Fee Guarantee: $0.00 Maximum Generic Claim Dispensing Fee Guarantee: $0.00 3. SPECIALTY DRUGS Sponsor will pay MRx for Specialty Drugs that are Covered Pharmaceuticals dispensed through a Specialty Pharmacy or a Mail Order Pharmacy as set forth in Schedule B-1. MRx may add new Specialty Drugs to the Specialty Drug List as they become available in the market at a default price of AWP-11.00% for a 30-day supply until MRx establishes an appropriate contract price. Subject to Section 4 below, MRx will provide the following financial guarantees for Specialty Drugs dispensed through the Specialty Pharmacy and the Mail Order Pharmacy: Component Minimum Specialty Drug Effective Rate (AWP Discount) Guarantee: AWP minus 18.50% Maximum Specialty Drug Dispensing Fee Guarantee: $0.00 Limited distribution drugs dispensed from a pharmacy other than an MRx Affiliate are excluded from the Specialty Drug guarantees. 4. EFFECTIVE RATE GUARANTEES The following terms apply to the guarantees set forth in Sections 1 through 3above. A. Effective Rate (Ingredient Cost) and Dispensing Fee Guarantees DocuSign Envelope ID: 0494ED94-16DC-4E01-8A6A-4BE1910F269C Proprietary and Confidential The contents of this document are confidential and proprietary to MRx and may not be reproduced, transmitted, published, or disclosed to others without prior written authorization from MRx. Page 5 of 8 Zero Balance Claims are included in the calculation. Claims for compound drugs, Specialty Drugs (except in connection with a Specialty Drug guarantee, as applicable), over-the-counter drugs, Claims with ancillary charges (but not taxes), Member-submitted Claims received after reconciliation is completed, Subrogation Claims, out-of-network Claims, and Claims from in- house pharmacies (unless such pharmacy is in the MRx network) are excluded from the calculations. Under the Retail Pharmacy guarantees, Claims from LTC Pharmacies, Home Infusion Pharmacies, and Indian/Tribal/Urban Pharmacies are excluded from the calculations, and there are no guarantees applicable to individual pharmacies. A Mail Order Pharmacy Claim for less than an 84 days’ supply will be included in the Retail Pharmacy guarantee calculations. For the Brand Effective Rate Guarantees, all Brands are included in the calculation. For the Generic Effective Rate Guarantees, both Single Source Generics and Multisource Generics are included in the calculation. “Single Source Generic” means a drug that is manufactured by and available from only one generic pharmaceutical manufacturer. “Multisource Generic” means a drug is manufactured by and available from more than one generic pharmaceutical manufacturer. B. Reconciliation Process After the end of each Contract Year, MRx will measure and reconcile each of the guarantees. MRx may offset any surplus on any Effective Rate or Dispensing Fee Guarantee within a dispensing channel (i.e., Retail Pharmacy, Mail Order Pharmacy, Specialty Drugs) against a shortfall in any other such guarantee within the same dispensing channel. MRx will provide a guarantee reconciliation report within ninety (90) days, and pay any shortfall against the guarantees within one-hundred twenty (120) days, after the end of the Contract Year. 5. REBATES (STANDARD FORMULARY) MRx will pay (credit) to Sponsor the Guaranteed Rebates within one hundred eighty (180) days following the end of each Contract Quarter. MRx will provide the following Guaranteed Rebates: Guaranteed Rebates (per Brand Paid Claim): Retail Pharmacy: (30 day) $134.24 Retail Pharmacy (90 day): $331.53 Mail Order Pharmacy: $481.43 Specialty Drugs: $1,256.54 Guaranteed Rebates do not include Claims for compound drugs, over-the-counter products, repackaged NDCs, biosimilars, or coordination of benefits; Subrogation Claims, 340B Claims, Member-submitted Claims, out-of-network Claims, Paid Claims that are reversed, Claims older than 180 days, Claims for Specialty Drugs dispensed through a Retail Pharmacy, Claims for vaccines, Claims with invalid service provider identification or prescription numbers, Claims where, after meeting the deductible, the Member’s Cost Share amount requires the Member to pay DocuSign Envelope ID: 0494ED94-16DC-4E01-8A6A-4BE1910F269C Proprietary and Confidential The contents of this document are confidential and proprietary to MRx and may not be reproduced, transmitted, published, or disclosed to others without prior written authorization from MRx. Page 6 of 8 more than 50% of the total annual cost for all Prescription Drug Claims, Claims that are not for Prescription Drugs, Claims for devices without a Prescription Drug component, Claims from entities eligible for federal supply schedule prices (e.g., Department of Veteran Affairs, Department of Defense), cash discount card and coupon Claims, Claims for drugs marketed, sold, or distributed as a generic version of a Brand Drug under a manufacturer’s new drug application or biologic license application, and Claims for which a Plan or any of its Affiliates has obtained any kind of price concession directly or indirectly from a pharmaceutical manufacturer, wholesaler, or group purchasing organization. MRx will pay to Sponsor any Rebates relating to Paid Claims with dates of service while this Agreement was effective for a period of twenty-four (24) months after termination of the Agreement. MRx will retain any Rebates received after such period. MRx may contract with and/or utilize the services of a rebate aggregator to contract with and collect rebates from pharmaceutical manufacturers. The aggregator may retain a portion of the rebates and earn administrative fees for its services. In addition to Rebates, MRx may earn additional amounts from pharmaceutical manufacturers and/or others. For example, MRx may earn administrative and/or service fees relating to administration of the Rebate program, and fees for other services rendered by MRx to such manufacturers unrelated to the administration of rebates, such as adherence and compliance programs, other patient support and similar services. MRx Affiliates may also receive purchase discounts relating to purchases of drugs for dispensing from the Mail Order Pharmacy or Specialty Pharmacy. The amounts described in this paragraph are not “Rebates” under this Agreement. 6. ADMINISTRATIVE FEES A. Core Administrative Services. Sponsor will pay to MRx the following administrative fee for all of the Core Administrative Services set forth in Schedule A, Section 5: Per Paid Claim: $0.00 B. Value-Added Administrative Services. Sponsor will pay to MRx for the Value-Added Administrative Services requested or used by Sponsor as follows: SERVICE/DESCRIPTION PRICE Eligibility Services Manual Eligibility $2.00 per eligibility record Electronic Prescribing $0.16 per positive eligibility transaction Retroactive termination letters Quoted upon request Member Communications Member Packets (mailed directly to Member) $1.25 per Member address, plus postage Identification Cards $0.25 per card (Rx only) DocuSign Envelope ID: 0494ED94-16DC-4E01-8A6A-4BE1910F269C Proprietary and Confidential The contents of this document are confidential and proprietary to MRx and may not be reproduced, transmitted, published, or disclosed to others without prior written authorization from MRx. Page 7 of 8 $0.50 per card (Rx + medical) Customized materials (Member packets or other communications) Quoted upon request Member mailings $1.25 per letter, plus postage Claims Processing and Payment Direct Member Reimbursement (Member submitted manual/paper Claims) $1.50 per Claim, plus postage and Core Administrative Fee Utilization Management MRx Standard Prior Authorization program, including intervention at the point of sale to support appropriate use and initial clinical coverage reviews based upon established criteria $35 per review Appeals $100 per review Independent Review Organization (IRO) services – access to MRx-supplied panel of IROs for external reviews if MRx provides final internal appeals Pass through of fees from IRO entities Subrogation Processing of Subrogation Claims $3.00 per Subrogation Claim Reporting Custom ad hoc reporting $195 per hour Retiree Drug Subsidy RDS Support Services Quoted upon request Audit/Fraud, Waste and Abuse Custom FWA program Quoted upon request Sponsor-requested audits of pharmacy On site audit: $1,500 per audit Desk audit: $500/audit Physician Communications Physician charges relating to utilization management activities (e.g., requests for information, discussion of clinical criteria) Pass through of physician charges 7. GENERAL The pricing terms in this Agreement are based in part upon the Minimum Enrollment, Benefit Design (including but not limited to the Formulary), and other information provided by Sponsor to MRx during the proposal process. If Sponsor falls below the Minimum Enrollment, makes any changes to the Benefit Design, makes other changes to its Plan(s), if five percent (5%) of Claims are incurred collectively in Massachusetts, Hawaii, Alaska, Georgia, and Puerto Rico, or other changes occur, that constitute a material departure from MRx’s underwriting assumptions, including any relating to the mix of 340B Claims or those based on information provided by Sponsor, the Parties agree to modify the terms of this Schedule B as of the effective date of such event/change to return MRx to its relative economic position prior to such event/change. DocuSign Envelope ID: 0494ED94-16DC-4E01-8A6A-4BE1910F269C Proprietary and Confidential The contents of this document are confidential and proprietary to MRx and may not be reproduced, transmitted, published, or disclosed to others without prior written authorization from MRx. Page 8 of 8 In the event a change in Law (including any interpretation of same) occurring after this Agreement has been signed materially impacts MRx’s costs of providing any of the PBM Services hereunder, or if an action by a pharmaceutical manufacturer, any unscheduled patent expiration/availability of over-the-counter products, a drug withdrawal or recall, or industry-wide market change, constitutes a material departure from MRx’s underwriting assumptions, the Parties will make an equitable modification to the pricing terms of this Schedule B as of the effective date of such event/change. In the event of any increase in postage or carrier rates announced after this Agreement is signed, MRx will amend the Dispensing Fee relating to the Mail Order Pharmacy or Specialty Pharmacy, as applicable, to reflect such increased amount. DocuSign Envelope ID: 0494ED94-16DC-4E01-8A6A-4BE1910F269C Administrative Services Committee Meeting 4/27/2021 1:05 PM MRx Magellan Pharmacy Manager - Contract Amendment Department:Human Resources Department Presenter:Anita Rookard - Human Resources Director Caption:Approve MRx Magellan Pharmacy Manager Contract Amendment - Subrogation Claims (Medicaid). Background:The attached amendment would allow Augusta's Pharmacy Benefit Manager (Magellan) to process Medicaid Subrogation Claims electronically. Subrogation claims are where the Medicaid agencies paid for claims for members, and then later discovered that the member has/had other insurance coverage. In many cases, this happens when pharmacies aren’t aware that the member has other coverage and they bill Medicaid. Analysis:Augusta has learned that Magellan has been working with various subrogating agencies to accept these claims electronically so the claims can be processed automatically when they are submitted to them. However, before this process can be made automated, Magellan is requesting that Augusta decide whether they want to OPT-IN for the electronic processing or OPT-OUT to allow the claims processing to continue in its current state. Should Augusta opt IN, Magellan will partner with the subrogating agencies/vendors to process any claims for Augusta’s members. Magellan will process the claims in accordance with Augusta's defined benefits as well as subrogation rules. For example, Magellan will not allow a subrogation claim to pay for a drug that’s not covered by your plan. However, some plan edits such as refill too soon, may be overridden per subrogation guidance. It’s worth noting that not all subrogation claims that are submitted result in a paid claim. Magellan will also process any reimbursements determined due (based on the paid claims) to the subrogating agency/vendor and include those claims details in the Augusta’s normal invoicing process. Should Augusta decide to opt OUT, Magellan reject these claims and notify the subrogating agency/vendor accordingly. The subrogating agency/vendor may then contact the group directly to work through the subrogation process. if Augusta should decide to OPT-IN to participate in this electronic process, the current will need to be amended (see attached). Financial Impact:This change will not impact the budgeted amount for the Pharmacy Benefit Manager program because these claims would have been paid had the member submitted a claim at their local/mail-in pharmacy directly to Magellan. Alternatives:Don't approve the agenda item and Medicaid claims will continue to be processed as they are currently; however, Subrogation agencies still have the right to file for reimbursement directly with Magellan as Augusta's PBM is primary and Medicaid is secondary. Recommendation:Augusta should OPT-IN to allow the electronic processing of Medicaid claims. Funds are Available in the Following Accounts: The Pharmacy Benefit Manager program is budgeted in the FY’21 budget. REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Administrative Services Committee Meeting 4/27/2021 1:05 PM Rename Hillside Park to Vernon Forest Park Department:Planning and Development Presenter:Robert Sherman, Director Caption:A request by Commissioner Jordan Johnson to rename the Hillside Park located at 2101 Telfair Street the Vernon Forrest Park. Tax Map 035-1-083-00-0 Background:Rename the Hillside Park located at 2101 Telfair Street the Vernon Forrest Park. Professional boxing champ Vernon Forrest was born February 12, 1971 in Augusta, Georgia. Mr. Forrest grew up in the Harrisburg neighborhood and remained active in the community by way of mentoring kids at the Boys & Girls Club and the Augusta Boxing Club. Mr. Forrest was killed during an armed robbery in Atlanta at the age of 38. His work in Harrisburg throughout his lifetime resonate throughout the community, thus making the naming of Hillside Park in his honor timely and appropriate. Tax Map 035-1-083-00-0 Analysis:The public hearing for comments was held on Monday, April 12, 2021. Financial Impact:Cost of new signage Alternatives:Approve or Disapprove Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Finance. Law. Administrator. Clerk of Commission Administrative Services Committee Meeting 4/27/2021 1:05 PM Small Business Funding and Application Provess Department: Presenter: Caption:Discuss small business funding and application process. (Deferred from April 20 Commission Meeting) Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: