05-0816_CIVIC SOLUTIONS, INC._Personal Services AgreementPERSONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this 16th day of August, 2005, by and
between the City of San Juan Capistrano (hereinafter referred to as the "City") and Civic
Solutions, Inc. (hereinafter referred to as "Consultant").
RECITALS:
WHEREAS, City desires to retain the services of Consultant regarding the City's
proposal to administer and oversee the 2004 HOME Owner -Occupied Rehabilitation
Program and a portion of the First -Time Home Buyer Program as described in the scope
of work; and
WHEREAS, Consultant is qualified by virtue of experience, training, education and
expertise to accomplish such services.
NOW, THEREFORE, City and Consultant mutually agree as follows:
Section 1. Scope of Work.
The scope of work to be performed by Consultant shall consist of those tasks as set
forth in Exhibits "A and B," attached and incorporated herein by reference.
Consultant warrants that all of its services shall be performed in a competent,
professional and satisfactory manner and in accordance with the prevalent standards of
its profession.
Section 2. Term.
This Agreement shall commence on the effective date of this Agreement and
services required hereunder shall be completed by no later than June 30, 2006. At the
City's discretion, the City Manager may extend the term of this agreement for up to two
additional years to June 30, 2008.
Section 3. Compensation.
3.1 Amount.
Total compensation for the scope of services for this Project shall not exceed
Seventy Thousand Five Hundred Seventy -Five Dollars ($70,575.00).
3.2 Rate Schedule.
The services shall be billed to the City at the hourly rate of $75. Included
within the compensation are all the Consultant's ordinary office and overhead expenses
incurred by it, its agents and employees, including meetings with the City representatives
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and incidental costs to perform the stipulated services. Submittals shall be in accordance
with Consultant's proposal.
3.3 Method of Payment.
Consultant shall submit monthly invoices based on total services which have
been satisfactorily completed and specifying a percentage of projected completion for
approval by the City. The City will pay monthly progress payments based on approved
invoices in accordance with this Section.
For extra work not part of this Agreement, a written authorization from City
is required prior to Consultant undertaking any extra work.
3.4 Records of Expenses.
Consultant shall keep complete and accurate records of all costs and
expenses incidental to services covered by this Agreement. These records will be made
available at reasonable times to City.
Section 4. Independent Contractor.
It is agreed that Consultant shall act and be an independent contractor and not an
agent or employee of City, and shall obtain no rights to any benefits which accrue to City's
employees.
Section 5. Limitations Upon Subcontracting and Assignment.
The experience, knowledge, capability and reputation of Consultant, its principals
and employees were a substantial inducement for City to enter into this Agreement.
Consultant shall not contract with any other entity to perform the services required without
written approval of the City. This Agreement may not be assigned, voluntarily or by
operation of law, without the prior written approval of the City. If Consultant is permitted
to subcontract any part of this Agreement by City, Consultant shall be responsible to City
for the acts and omissions of its subcontractor as it is for persons directly employed.
Nothing contained in this Agreement shall create any contractual relationships between
any subcontractor and City. All persons engaged in the work will be considered employees
of Consultant. City will deal directly with and will make all payments to Consultant.
Section 6. Changes to Scope of Work.
In the event of a change in the Scope of Work provided for in the contract
documents as requested by the City, the Parties hereto shall execute an addendum to this
Agreement setting forth with particularity all terms of the new agreement, including but not
limited to any additional Consultant's fees.
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Section 7. Familiarity with Work and Construction Site.
By executing this Agreement, Consultant warrants that: (1) it has investigated the
work to be performed; and (2) it understands the facilities, difficulties and restrictions of the
work under this Agreement. Should Consultant discover any latent or unknown conditions
materially differing from those inherent in the work or as represented by City, it shall
immediately inform City of this and shall not proceed with further work under this
Agreement until written instructions are received from the City.
Section 8. Time of Essence.
Time is of the essence in the performance of this Agreement.
Section 9. Compliance with Law.
Consultant shall comply with all applicable laws, ordinances, codes and regulations
of federal, state and local government.
Section 10. Conflicts of Interest.
Consultant covenants that it presently has no interest and shall not acquire any
interest, direct or indirect, which would conflict in any manner or degree with the
performance of the services contemplated by this Agreement. No person having such
interest shall be employed by or associated with Consultant.
Section 11. Copies of Work Product.
At the completion of the contract period, Consultant shall have delivered to City at
least one (1) copy of any final reports and architectural drawings containing Consultant's
findings, conclusions, and recommendations with any support documentation. All reports
submitted to the City shall be in reproducible format.
All services to be rendered hereunder shall be subject to the direction and approval
of the City.
Section 12. Ownership of Documents.
All reports, information, data and exhibits prepared or assembled by Consultant in
connection with the performance of its services pursuant to this Agreement are confidential
to the extent permitted by law, and Consultant agrees that they shall not be made available
to any individual or organization without prior written consent of the City. All such reports,
information, data, and exhibits shall be the property of the City and shall be delivered to
the City upon demand without additional costs or expense to the City. The City
acknowledges such documents are instruments of Consultant's professional services.
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Section 13. Indemnity.
Consultant agrees to protect,* defend and hold harmless City, its elected and appointed
officials and employees from any and all claims, liabilities, expenses or damages of any
nature, including attorneys' fees, for injury or death of any person or damage to property
or interference with use of property and for errors and omissions committed by Consultant
arising out of or in connection with the work, operation or activities of Consultant, its
agents, employees and subcontractors in carrying out its obligations underthis Agreement.
Section 14. Insurance.
Insurance required herein shall be provided by Admitted Insurers in good standing
with the State of California and having a minimum Best's Guide Rating of A- Class VII or
better.
14.1 Comprehensive General Liability.
Throughout the term of this Agreement, Consultant shall maintain in full force
and effect Comprehensive General Liability coverage in the following minimum amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to contractual
period;
$1,000,000 injury to more than one person/any one occurrence/not limited
to contractual period.
14.2 Comprehensive Automobile Liability.
Throughout the term of this Agreement, Consultant shall maintain in full force
and effect Comprehensive Automobile Liability coverage, including owned, hired and non -
owned vehicles in the following minimum amounts:
$500,000 property damage;
$500,000 injury to one person/any one occurrence/not limited to contractual
period;
$1,000,000 injury to more than one person/any one occurrence/not limited
to contractual period
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14.3 Worker's Compensation.
If Consultant intends to employ employees to perform services under this
Agreement, Consultant shall obtain and maintain, during the term of this Agreement,
Worker's Compensation Employer's Liability Insurance in the statutory amount as required
by state law.
14.4 Proof of Insurance Requirements/Endorsement.
Prior to beginning any work under this Agreement, Consultant shall submit
the insurance certificates, including the deductible or self -retention amount, and an
additional insured endorsement to the Consultant's general liability and umbrella liability
policies to the City Clerk's office for certification that the insurance requirements of this
Agreement have been satisfied.
14.5 Errors and Omissions Coverage
Throughout the term of this Agreement, Consultant shall maintain Errors and
Omissions Coverage (professional liability coverage) in an amount of not less than One
Million Dollars ($1,000,000). Prior to beginning any work under this Agreement, Consultant
shall submit an insurance certificate to the City Clerk's office for certification that the
insurance requirements of this Agreement have been satisfied.
14.6 Notice of Cancellation/Termination of Insurance.
The above policy/policies shall not terminate, nor shall they be cancelled, nor
the coverages reduced, until afterthirty (30) days' written notice is given to City, exceptthat
ten (10) days' notice shall be given if there is a cancellation due to failure to pay a
premium.
14.7 Terms of Compensation.
Consultant shall not receive any compensation until all insurance provisions
have been satisfied.
14.8 Notice to Proceed.
Consultant shall not proceed with any work under this Agreement until the
City has issued a written "Notice to Proceed" verifying that Consultant has complied with
all insurance requirements of this Agreement.
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Section 15. Termination.
City and Consultant shall have the right to terminate this Agreement without cause
by giving thirty (30) days' advance written notice of termination to the other party
In addition, this Agreement may be terminated for cause by providing ten (10) days'
notice to the other party of a material breach of contract. If the other party does not cure
the breach of contract, then the agreement may be terminated subsequent to the ten (10)
day cure period.
Section 16. Notice.
All notices shall be personally delivered or mailed to the below listed addresses, or
to such other addresses as may be designated by written notice. These addresses shall
be used for delivery of service of process:
To City: City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Attn: Director of Administrative Services
To Consultant: Civic Solutions, Inc.
31726 Rancho Viejo Road, Suite 223
San Juan Capistrano, CA 92675
Section 17. Attorneys' Fees.
If any action at law or in equity is necessary to enforce or interpret the terms of this
Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and
necessary disbursements in addition to any other relief to which he may be entitled.
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Section 18. Dispute Resolution.
In the event of a dispute arising between the parties regarding performance or
interpretation of this Agreement, the dispute shall be resolved by binding arbitration under
the auspices of the Judicial Arbitration and Mediation Service ("JAMS").
Section 19. Entire Agreement.
This Agreement constitutes the entire understanding and agreement between the
parties and supersedes all previous negotiations between them pertaining to the subject
matter thereof.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
CITY OF SAN JUAN CAPISTRANO
CIVIC SOLUTIONS, INC.
By:
Thomas G. Merrell, Principal
ATTEST:
227 1 JJD kO--�
r R. Monahan, City Clerk
APPROVED AS TO FORM:
q/
John R. Sha)V City Attorney
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PDF created with FinePrint pdfFactory trial version htti)://www.fineprint.com
8/15/05
Appendix IX -A
STANDARD CONTRACT LANGUAGE REQUIRED FOR ALL
CONTRACTS AND SUBCONTRACTS
The Civil Rights HCD and Age Discrimination Acts Assurances:
During the performance of this Contract, the Contractor assures that no otherwise
qualified person shall be excluded from participation or employment, denied program
benefits, or be subjected to discrimination based on race, color, national origin, sex, age,
or handicap, under any program or activity funded by this Contract, as required by Title
VI of the Civil Rights Act of 1964, Title I of the Housing and Community Development
Act of 1974, as amended, and the Age Discrimination Act of 1975, and all implementing
regulations.
2. State Nondiscrimination Clause:
a. During the performance of this contract, Contractor and its subcontractors shall
not unlawfully discriminate, harass, or allow harassment against any employee or
applicant for employment because of the following: race, religion, color, national
origin, ancestry, disability, medical condition, marital status, age (over 40) or sex.
Contractors and subcontractors shall insure that the evaluation and treatment of
their employees and applicants for employment are free of such discrimination
and harassment. Contractors and subcontractors shall comply with the provisions
of the Fair Employment and Housing Act (Government Code, Section 12900 et
seq.) and the applicable regulations promulgated there under (California Code of
Regulations, Title 2, Section 7258.0 et seg.) The applicable regulations of the
Fair Employment and Housing Commission implementing Government Code,
Section 12990 (a -f), set forth in Chapter 5 of Division 4 of Title 2 of the
California Code of Regulations are incorporated into this contract by reference
and made a part hereof as if set forth in full, Contractor and its subcontractors
shall give written notice of their obligations under this clause to labor
organizations with which they have a collective bargaining or other agreement.
b. This Contractor shall include the nondiscrimination and compliance provisions of
this clause in all subcontracts to perform work under the contract.
IX -A-1
2004 Contract Management Manual
Appendix IV -A
INSTRUCTIONS FOR CERTIFICATION REGARDING DEBARMENT
1. 'By signing and submitting this proposal, the prospective recipient of Federal assistance funds is
providing the certification as set out below.
2. The certification in this clause is a material representation of fact upon which reliance was
placed when this transaction was entered into. If it is later determined that the prospective
recipient of Federal assistance funds knowingly rendered an erroneous certification, in
addition to other remedies available to the Federal government, the Department of Labor
(DOL) may pursue available remedies, including suspension and/or debarment.
3. The prospective recipient of Federal assistance funds shall provide immediate written
notice to the person to which this proposal is submitted if at any time the prospective
recipient of Federal assistance funds learns that its certification was erroneous when
submitted or has become erroneous by reason of changed circumstances.
4. The terms "covered transaction" "debarred", "suspended," "ineligible," "lower tier
covered transaction," "participant," "person," "primary covered transaction," "principal,"
"proposal," and "voluntarily excluded," as used in this clause, have the meanings set out
in the definitions and coverage sections of rules implementing Executive Order 12549.
You may contact the person to which this proposal is submitted for assistance in
obtaining a copy of those regulations.
5. The prospective recipient of Federal assistance funds agrees by submitting this
proposal that, should the proposed covered transaction be entered into, it shall not
knowingly enter into any lower tier covered transaction with a person who is debarred,
suspended, declared ineligible, or voluntarily excluded from participation in this covered
transaction, unless authorized by the DOL.
6. The prospective recipient of Federal assistance funds further agrees by submitting this
proposal that it will include the clause titled "Certification Regarding Debarment,
Suspension, Ineligibility and Voluntary Exclusion — Lower Tier Covered Transactions,"
without modification, in all lower tier covered transactions and in all solicitations for
lower tier covered transactions.
7. A participant in a covered transaction may rely upon a certification of a prospective
participant in a lower tier covered transaction that is not debarred, suspended, ineligible,
or voluntarily excluded from the covered transaction, unless it knows that the
certification is erroneous. A participant may decide the method and frequency by which
it determines the eligibility of its principals. Each participant may, but it is not required
to, check the List of Parties Excluded from Procurement or Non -procurement Programs.
8. Nothing contained in the foregoing shall be construed to require establishment of a
system of records in order to render in good faith the certification required by this
clause. The knowledge and information of a participant is not required to exceed that
which is normally possessed by a prudent person in the ordinary course of business
dealings.
9. Except for transactions authorized under paragraph 5 of these instructions, if a
participant in a covered transactions knowingly enters into a lower tier covered
transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded
from participation in this transaction, in addition to other remedies available to the
Federal government, the DOL may pursue available remedies, including suspension
and/or debarment.
IV -A-2 r
2004 Contract Management Manual
Appendix IV -A
CERTIFICATION REGARDING DEBARMENT, SUSPENSION,
INELIGIBILITY, AND VOLUNTARY EXCLUSION
LOWER TIER COVERED TRANSACTIONS
State of California HOME Investment Partnership Program
NONDEBARMENT CERTIFICATION
This certification is required by the regulations implementing Executive Order 12549, Debarment
and Suspension, 29 CFR Part 98, Section 98.510, Participants' Responsibilities. The regulations
were published as Part VII of the May 26,1988 Federal Resister (pages 19160 —19211).
(BEFORE COMPLETING CERTIFICATION, READ INSTRUCTIONS FOR CERTIFICATION)
(1) The prospective recipient of Federal assistance funds certifies, by submission of this
proposal, that neither it nor its principals are presently debarred, suspended, proposed for
debarment, declared ineligible, or voluntarily excluded from participation in this transaction by
any Federal department or agency.
(2) Where the prospective recipient of Federal assistance funds is unable to certify to any of the
statements in this certification, such prospective participant shall attach an explanation to this
proposal.
Organization
Name & Title of Authorized Representative
Signature
IV -A-1
2004 Contract Management Manual
Date
PROPOSAL FOR
GRANT ADMINISTRATOR
To Assist the City in Administering the city of
San Juan Capistrano's 2004 HOME (irant for
an Owner -Occupied Housing Rehabilitation
Program and First -Time Buyer Program
Submitted by
Civic Solutions, Inc.
June 24, 2005
31726 Rancho Viejo Road
Suite 223
San Juan Capistrano, CA 92675
949.489.1442
RECEIVED
EXHIBIT A
Y - civic
SOLUTIONS, INC.
� ,community development consulting in the public interest
June 24, 2005
Ms. Lynnette Adolphson
Management Analyst II
City of San Juan Capistrano
32400 Paseo Adelanto
San Juan Capistrano, CA 92675
Dear Ms. Adolphson:
Offl—
SAN JUAN CAPISTRANO
FULLERTON
RIVERSIDE
VENTURA
We are pleased to submit this proposal to provide a grant administrator to assist the City of San
Juan Capistrano in administering the HOME Grant for an Owner -Occupied Housing
Rehabilitation program and a First -Time Home Buyer Program. It has been a pleasure for us to
work with the City of San Juan in this capacity for the last two years and we are excited at the
prospect of continuing to work with your community in this capacity.
We are again including Ms. Joyce DeKreek, our Senior Project Manager, as the proposed grant
administrator for this request. She is extremely knowledgeable of the community of San Juan
Capistrno, the programs themselves and the requirements that regulate the process. Ms.
DeKreek also provides this service for other cities in the region and has a great deal of
experience with assisting cities with this program. The obvious benefit to you is the ability to
maintain consistency in service and relieve you of the need to train a new administrator on the
specific needs of San Juan Capistrano.
We look forward to an opportunity to continue working with the City of San Juan Capistrano and
are available to meet with you to discuss any questions that you may have with this proposal or
the assignment of staff. I look forward to talking with you soon.
Sincerely,
Jennifer A. Lilley, AICP
Director of Municipal Planning Services
31726 RANCHO VI EJO ROAD' SUITE 223' SAN JUAN CAPISTRAN O• CA' 92675.949/489-1442' FAX 949/240-8068
www.civicsoIations.com
1. EXPERIENCE:
The following represents our firm's ability to provide the service of grant administrator to assist
the City of San Juan Capistrano for the Owner -Occupied Housing Rehabilitation and the First-
time Homebuyer Programs. Civic Solutions, through the abilities of Ms. Joyce DeKreek, has
provided this service to the City and we are very excited for the opportunity to continue to
provide this service and assist your residents in this way.
Summary of Qualifications Civic Solutions, Inc. is a community development consulting firm
specializing in comprehensive planning and entitlement services to
municipalities, special districts, and other public agencies. The
firm is established around the principle that community planning
and development ultimately serve the public interest. CST's areas
of expertise include Housing Elements, Consolidated Plans,
affordable housing implementation programs, CDBG and HOME
program administration. CST's experience includes the following:
a) Specifically providing grant administrator services to the
City of San Juan Capistrano since 2003. Administration
and implementation of CDBG and HOME programs since
1978 in over 30 Southern California jurisdictions.
Completed units averaged approximately 100 per year.
b) Experience in administering housing rehabilitation
programs, including reviewing applications for program
eligibility, performing inspections, work write-ups, loan
documents, recording liens, etc, in over 30 Southern
California Jurisdictions.
c) Experience in administering a first-time home buyer
program, including reviewing applications for program
eligibility, preparing loan documents, filing and releasing
liens, preparing reports to the State, monitoring and
program income, maintaining records, etc, in 2 cities
(Huntington Beach and Montebello). Both cities operated
their first-time buyer program through projects constructed
through the City (with RDA funds and HOME funds) and
made available to IJM income households.
d) Knowledge and fluency in HOME regulations, provided
through practical application and attending training
sessions provided by HUD.
e) Experience in real estate transactions, filing and releasing
of liens, financing, FHA loans, purchase agreements, loan
documents, escrow instructions include the entire loan
processing and completion process. Currently responsible
for obtaining title reports, preparing all necessary
paperwork for loans documents, reviewing purchase
agreements, preparing escrow instructions. Also,
responsible for loan payoffs, entering data into the IDIS
system, preparing subordination agreements, etc.
f) Knowledge of Federal, State, County and Redevelopment
Law includes operation of programs under the guidelines,
including 20% set aside and HOME regulations.
Civic Solutions, Inc. Page 1
2. KEY PERSONNEL AND SCOPE:
A. Project Approach All of our staff have a public sector background and
understand the need to provide quality service with
limited public funds. Our commitment is to assist City
staff in administering the HOME program in an efficient
and professional manner.
B. Stang CSI will assign the following staff member to this
Assignments project. Changes to these assignments will only be
made with the City's consent.
Joyce DeKreek Ms. DeKreek has provided this service for the City of
Senior Project Manager San Juan Capistrano since 2003. In addition, she has
over 20 years experience and training in the
administration and implementation of Federal and
State housing programs, including CDBG, HOME,
Redevelopment projects, bond financing, FEMA, etc.
Ms. DeKreek has successfully prepared affordable
housing agreements for a number of municipalities,
including monitoring and follow-up activities. Jooyce
DeKreek is knowledgeable in HQS inspections,
housing rehabilitation, loan processing and
reconveyances, and new construction management.
She will be the primary staff person responsible for
day-to-day administration of the project.
Schedule of hours per week Ms. DeKreek will devote 10 hours per week minimum
(on and off-site) on-site and an additional 10 hours per week minimum
off-site.
Civic Solutions, Inc. Page 2
CIVIC SOLUTIONS, INC.
.. eawwvntry dewb/menl.awubyin lM1n peMie i•ww�l
Joyce DeKreek
Senior Project Manager
Qualifications Ms. DeKreek has 28 years experience in the planning and housing field, including
extensive involvement with the administration of building and safety codes and
federal and state housing programs. Prior to her affiliation with Civic Solutions, Inc.
Joyce was principal of JDK Consulting (1990-2002) and Senior Community
Development Specialist with Willdan Associates (1980-1990). From 1974 to 1980
she was a planner with the City of Paramount.
Highlights of Ms. DeKreek's experience includes administration and implementation of the
Experience following programs:
• Community Development Block Grant
• Rental Rehabilitation
• Redevelopment Set-aside
• Section 8 rental assistance
• Federal Emergency Management Agency (FEMA) Earthquake
Rehabilitation
Her experience with single-family and multi -family rehabilitation programs includes
applicant intake and qualifications, loan processing, initial inspections, cost
estimating, contract negotiations, pre -construction meetings, and progress
inspections.
Additional responsibilities have included preparation of Comprehensive Housing
Affordability Strategies (CHAS), Consolidated Planning Documents (CPD) and One -
Year Action Plans, applications for the HOME Investment Partnership Program
(HOME), preparation and negotiations of affordable housing agreements, tenant
qualifications and relocation assistance, cash management and information system
(C/MI), set-up and drawdown of the Integrated Disbursement Information System
(IDIS), preparation and reporting of the Consolidated Annual Performance and
Evaluation Reports (CAPER), including IDIS generated required reporting,
preparation of the quarterly Cash Transaction Reports, quarterly
Contractor/Subcontractor Activity Reports, Minority Business Enterprise (MBE)
reporting, preparation of environmental reporting, preparation of staff reports and
public notices, and coordination of local, state and governmental agencies.
Education Los Angeles Trade Technical School (1984-86)
Coursework in building, mechanical and plumbing codes
• California State University Long Beach (1984)
Liberal Arts
• Long Beach City College (1972-1975)
General Education Courses
• Compton City College (1970-1972)
General Education Courses
Professional Certified Notary Public
Affiliations
Civic Solutions, Inc. Page 3
C. Scope of Work This section describes the key components of the work
to be completed.
Task 1 The First -Time Home Buyer Program provides second
First -Time Homebuyer mortgages of up to $45,000 to income -eligible first-time
Program Administration homebuyers in purchasing a home in the city. City
staff will handle program marketing, reviewing
applications, eligibility determinations, loan and escrow
document processing, wiring funds and filing liens.
CSI staff will be responsible for conducting home
inspections prior to close of escrow, preparing required
annual State reports, monitoring expenditures,
maintaining records pursuant to HOME regulations,
and preparing environmental documentation.
Our fee proposal is based on the assumption of 10
loans per year, one inspection per property, and one
annual report.
Task 2 The Owner -Occupied Housing Rehabilitation Program
Owner -Occupied Housing provides low-income single-family and mobile home
Rehabilitation Program owners with zero percent interest loans of up to
Administration $30,000 or $15,000, respectively, for health and safety
rehabilitation. CSI will be responsible for program
marketing, application review and eligibility
determinations, property inspections and work write-
ups, assisting with loan document and escrow
processing, lien processing and recording, preparing
State reports, monitoring expenditures and loan
payoffs, attending mandatory training sessions,
maintaining records per HOME program regulations,
and environmental documentation.
Our fee proposal is based on the assumption of 40
loans @ $15,000/year instead of the 24 maximum
loans possible to allow for applicants who apply and
withdraw or are denied somewhere in the process.
Civic Solutions, Inc. Page 4
3. PROPOSED FEE SCHEDULE:
Fee Schedule
Senior Project Manager
$75/hour
Civic Solutions, Inc. Page 5
5. LIST OF REFERENCES:
Selected References CITY OF HUNTINGTON BEACH
Teri King 714/960-8831
CITY OF MONTEBELLO
Susan Louie 323/887-1403
CITY OF WESTMINSTER
Geri Gehres 7141898-3311 Ext. 6101
CITY OF ORANGE
Diane Cotto 714/744-7214
CITY OF NEWPORT BEACH
Christy Teague (now with Huntington Beach) 714/375-5088
Genia Garcia (now with Aliso Viejo) 949-248-3588
CITY OF POWAY
David Narevsky
619/679-4362
Civic Solutions, Inc. Page 7
City of San Juan Capistrano
RFP for Grant Administrator
Schedule of Fees
FIRST-TIME HOMEBUYER PROGRAM
(Fees to be based upon 2 first-time home buyer loans per year)
DESCRIPTION OF WORK
FEES PER LOAN
TOTAL ANNUAL
FEE
Property Inspections for HQS
$862.50
$1,725
OWNER -OCCUPIED HOUSING REHABILITATION
(Fees to be based upon 20 $20,000 loans per year)
Other (Hourly Rate) 100 hours/year
$75.00 1 $7,500
TOTAL ANNUAL FEES FOR ADMINISTERING 2004 HOME GRANT: 1 $70,575 1
EXHIBIT B
FEES PER LOAN
TOTAL ANNUAL
DESCRIPTION OF WORK
FEE
Eligibility Determination
$450
$9,000
Property Inspection & Work Specifications/CE
$1200
$24,000
Bid Process
$350
$7,000
Coordination, Bid Acceptance, License & Insurance
Loan Processing
$780
$15,600
Loan Document, Closing, Recording, Lien Filing
Construction Management
$230
$4,600
Inspections, Progress payments, Lien releases
HOME Reports Preparation and Submittal
$57.50
$1,150
TOTAL OWNER -OCCUPIED HOUSING
$61,350
REHABILITATION PROGRAM FEES:
Other (Hourly Rate) 100 hours/year
$75.00 1 $7,500
TOTAL ANNUAL FEES FOR ADMINISTERING 2004 HOME GRANT: 1 $70,575 1
EXHIBIT B