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Home My WebLink AboutFOURTH AMENDMENT TO CONTRACT BETWEEN CSRAECONOMIC OPPORTUNITY AUTHORITY COUNSELING SERVICES Amendment #4: Augusta, Georgia /CSRA EOA Housing Counseling M CONTRACT BETWEEN AUGUSTA, GEORGIA CSRA ECONOMIC OPPORTUNITY AUTHORITY, INC. Housing Counseling Services This Fourth Amendment to the Contract executed by and between the Parties on January 13, 2009, is made and entered into on the thirtieth day of December 2010, by and between AUGUSTA, GEORGIA, (hereinafter referred to as "GRANTEE "), and CSRA ECONOMIC OPPORTUNITY AUTHORITY, INC., (hereinafter referred to as "CONSULTANT "). WHEREAS, GRANTEE has amended the ORIGINAL CONTRACT thus far as follows: Amendment #1, dated May 19, 2009 — ORIGINAL CONTRACT amount increased from $250,000 to $285,000 and budget revised to reflect an addition of $13,300 for HOMEFIRST salary and an addition of $21,700 for HOMEFIRST marketing; Amendment #2, dated July 1, 2009 — amendment #1 to ORIGINAL CONTRACT is revised transferring $13,300 in salary funds from HOMEFIRST to CONSULTANT's budget and transferring $21,700 for marketing from HOMEFIRST to CONSULTANT's budget; Amendment #f dated April 13, 2010 extends the ORIGINAL CONTRACT expiration date from April 30, 2010 to December 31, 2010 and adds an additional $125,000 to said contract; WHEREAS, GRANTEE desires to amend the ORIGINAL CONTRACT for the fourth time to extend the contract expiration date, change the scope of services and revise the budget as set forth in amendment #3, dated April 13, 2010; WHEREAS, GRANTEE has determined that this amendment is in its best interest and CONSULTANT agrees to said amendment; NOW THEREFORE, it is mutually understood and agreed by and between the undersigned contracting parties to amend the aforementioned executed agreement, as follows: (1) WITNESSETH, Paragraph 2, is hereby deleted in its entirety and changed to read: "WHEREAS, the Grantee desires to engage the Consultant for the purpose of providing Housing Counseling services to low and moderate income households." Page 1 of 6 Amendment #4: Augusta, Georgia /CERA EOA Housing Counseling (2) EMPLOYMENT OF CONSULTANT, Paragraph #i is hereby deleted in its entirety and changed to read: "EMPLOYMENT OF CONSULTANT. GRANTEE agrees to engage the Consultant and the Consultant agrees to provide Housing Counseling services." (3) Appendix A, Scope of Services, is hereby deleted in its entirety and changed to read: APPENDIX A — SCOPE OF SERVICES I. SCOPE OF SERVICES A. Activity — Housing Counseling The Consultant will provide to low and moderate income persons Housing Counseling services to first - time homebuyers to include, but not limited to: 1. Outreach 2. Information on Homebuyer Financial Assistance Programs 3. Group Homebuyer Education Seminars 4. One -on -One Pre - Purchase Counseling 5. Post - purchase Counseling 6. Default /Delinquency /Foreclosure Intervention Counseling It is anticipated that approximately 900 households will be provided the aforementioned services with 51% being low to moderate income households for the term of the contract (April 2009 through June 3o, 2011). B. Special Events — Consultant will collaborate with the Grantee in sponsoring the following events: 1. Fair Housing Fair in April. 2. Homeownership Fair in June Program Delivery Levels of Accomplishment — Goals and Projected Performance PROJECTED OUTCOMES PROJECTED OUTCOMES UNITS SCHEDULE ACHIEVED November 1, 2010 April 2009 — October — June 30, 2011 31, 2010 (Project funds to be expended 3/3 numbers based on this) Orientation April 2009 — June 30, 2011 This was included in * Requested for deletion 12 meetings annually HomeBuyer Education based on explanation below (15 seminars) Community Outreach April 2009 — June 30, 2011 43 meetings 6 Community Presentations 24 meetings annually to realtors, developers, neighborhood associations and potential homebuyers Page 2 of 6 Amendment #4: Augusta, Georgia /CSRA EOA Housing Counseling Homebuyer Educationl2 April 2009 — June 3o, 2011 15 seminars, 356 20 Homebuyer Certificates seminars annually homebuyer certificates One -on -One Pre - Purchase April 2009 — June 30, 2011 29 home purchases 2 home purchases (due to Counseling current economic crisis causing decreased home purchases, holidays, and homebuyer tax credit expiring) Default /Delinquency/ April 2009 — June 3o, 2011 265 foreclosures 40 individuals assisted in Foreclosure Intervention prevented securing workout options that Counseling will allow them to retain homeownership *Initially, Consultant proposed that Housing Counseling would begin with a one -hour group orientation held monthly. The purpose of the orientations would be to familiarize clients to homeownership services and staff, assess readiness to purchase, and determine the next step for individual housing counseling. Upon contracting with HomeFirst Housing Resources Services, Inc. their model of counseling used a monthly group Homebuyer Education Class as the point of entry for clients, thus this replaced monthly orientations. C. General Administration - Staffing 1. Administrative Housing Counselor — Counseling emphasis on long -term pre- purchase and foreclosure intervention counseling 2. Mortgage Counselor and Financial Advisor — Counseling emphasis on foreclosure intervention counseling 3. Housing and Marketing Coordinator - Counseling emphasis on short-term pre - purchase and foreclosure intervention counseling 4. Administrative Assistant — Provides administrative support to counselors that includes scheduling appointments and assisting with client intake and follow up II. Time of Performance Services of the Consultant shall start on January 13, 2009 and end June 3o, 2011 (based on budget, this funding is projected to be expended by March 31, 2011). The term of this Agreement and the provisions herein shall be extended to cover any additional time period during which the Consultant remains in control of grant funds or other assets, including program income. (4) Appendix B, Compensation /Budget, is hereby deleted in its entirety and changed to read: Page 3 of 6 Amendment #4: Augusta, Georgia /CSRA EOA Housing Counseling APPENDIX B, COMPENSATION /BUDGET Compensation requests for payment may be submitted monthly with a 30 -day turnaround for payments. Total payments for the services rendered under this Contract will not exceed $410,000. Contractor Item CSRA EOA HomeFirst Housing TOTAL Resource Services, Inc. Salary Counselor(s) Mortgage Advisor, (Payroll Taxes, Fringe Benefits & Administrative Assistant Program Manager, Workman Compensation) Housing /Marketing Coordinator, Center Manager /Finance Specialist 8 80,488.53 $ 194,557. $ 275,045.79 Rent /Janitorial Service $ 61,376.08 $ 6 (Janitorial Service included in Rent) Office Supplies $ 4417.30 $ 350.37 $ 4,291.79 Program Supplies $ 544.36 $ 640.14 $ 640.14 Travel $ 100.00 $ 10,625.01 $ 10,725.01 Training $ 500.00 $ 630.50 $ 1,130.50 Telephone $ 400.0o $ o.00 $ 400.00 Internet $ 1,803.95 $ 59.95 $ 1,863.90 Postage $ 100.00 $ 964.13 $ 1,064.13 Equipment $ 0.00 $ 670.38 $ 670.38 Computer Service $ 400.00 $ 79.84 $ 479.84 Direct Services $ 0.00 $ 1,418.51 $ 2,262.87 Administration $ 2,298.48 $ 0.00 $ 2,474.48 Marketing $ 36,788.45 $ 10,786.76 $ 47,575.21 TOTAL $ 189,217.15 $ 220,782.85 $ 410,000.00 The following documentation must accompany payment requests for budget line items above: For Salary — Time Sheets must be submitted indicating daily work hours (time -in, time -out) and daily work tasks. Hours devoted to CDBG activities must be separate from other work hours. Payroll register and cancelled check must be submitted also. Rent — Invoice, cancelled check and copy of lease, if not already on file. For Office, Program Supplies & Equipment — Three (3) quotes must be obtained for all purchases. Quotes must be recorded on "Quote Form ", invoice and cancelled check. For Travel — Travel Log must be maintained and submitted with reimbursements. Mileage will be paid at the rate of .5o per mile. For out -of -town travel, consultant must obtain approval from Grantee. For Training — Conference registration fee itemization, Conference agenda, hotel bill and cancelled check. Telephone and Internet Service — Copy of actual bill and cancelled check. Postage — Copy of invoice /receipt and cancelled check. Computer Service — Copy of invoice and cancelled check. Direct Services — Copy of invoice /receipt and cancelled check. Administration - Liability insurance cancelled check. Page 4 of 6 ` Amendment #4: Augusta, Georgia /C5RA EOA Housing Counseling (5) Appendix C, Project Monitoring, is hereby deleted in its entirety and changed to read: APPENDIX C, REPORTING A. Performance Monitoring The Consultant agrees that the Grantee may carry out periodic monitoring of activities as deemed necessary. At a minimum, monitoring shall occur annually to also to include 2 sites visits during the program years. Grantee will provide the Consultant with advance notice in writing prior to any monitoring. Such monitoring shall consist of evaluating the Consultant's compliance with the terms and conditions of this Agreement, project progress and performance. B. Monthly Reports The Consultant shall submit monthly reports to Grantee by the 15th day of the month for prior month activities. The Grantee will monitor the performance of the Consultant against goals and performance standards as stated in Appendix A. Substandard performance as determined by the Grantee will constitute noncompliance with this Agreement. If action to correct such substandard performance is not taken by the Consultant within the time designated by Grantee, contract suspension or termination procedures will be initiated. C. Annual Performance Report The Consultant will be responsible for providing an Annual Performance Report that includes a detailed summation of accomplishments. The Annual Performance Report is due January 15 for prior activities. D. Report Schedule Report Time Period Due Monthly Progress Report Monthly (1 -30 or 31) 15 th day of month for prior month activities; Income documentation of clients must accompany report. Annual Performance Report January 1— 31 January 15 after preceding year Audit Report Audit Period 3o days after completion of audit (6) Appendix D, Forms, is hereby deleted in its entirety and changed to read: APPENDIX D, FORMS Consultant shall use and submit the following forms as required in this agreement Exhibit A — Monthly Progress Report Exhibit B — Annual Performance Report Exhibit C — Reimbursement Request & Checklist Exhibit D — Reimbursement Itemization Exhibit E - Time Sheet Exhibit F — Quote(s) Tabulation & Request for Quotations by Fax Form Exhibit G — Travel Log Exhibit H — Inventory Log Exhibit I — Participant's Income Eligibility Form, Income Limits Chart & Income Calculation Worksheet Page 5 of 6 i Amendment #4: Augusta, Georgia /CSRA EOA Housing Counseling IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above. ATTEST: AUGUSTA, GEORGIA (Grantee) SEAL By: v t 'V f , David S. Copenhaver .7,,k -- r / • cN 4 t M ® /426:4 As its Mayor J . . \ .• 1. 0 Clerk of Cr, .. • rssi 'ti, r' : +� t ATTEST: % `"?E , 0o r a ' \7 �, ; u CSRA ECONOMIC OPPORTUNITY AUTHORITY, INC. � of E oe (Consultlant) SEAL By:gI $ae---- Gloria B. Lewis 4, / ,/,.;2 its Executive Director ,.(/ I. Ang Little As its Corporate Sec tary / /!il/ (Plain Witness) / l� Frederick L. Russell City Administrator Chester A. Wheeler, III Director AHCDD M 4 f, ;> Andrew G MacKenzie General Counsel Page 6 of 6