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HomeMy WebLinkAboutC2008-283 - 8/12/2008 - ApprovedAFFORDABLE HOUSING PROJECT AGREEMENT NUECES COUNTY COMMUNITY ACTION AGENCY — HOME BUYER ASSISTANCE MARKETING CAMPAIGN This Affordable Housing Project Agreement ( "Project Agreement ") is entered into between the Corpus Christi Business and Job Development Corporation ( "Corporation "), the City of Corpus Christi ( "City "), and Nueces County Community Action Agency ( "Grantee "). WHEREAS, the Texas Legislature in Section 4A of Article 5190.6, Vernon's Texas Revised Civil Statutes (Development Corporation Act of 1979) empowered local communities with the ability to adopt an optional local sales and use tax as a means of improving the economic health and prosperity of their citizens; WHEREAS, on November 5, 2002, residents of the City of Corpus Christi passed Proposition 2, New and Expanded Business Enterprises, which authorized the adoption of a sales and use tax for the promotion and development of new and expanded business enterprises at the rate of one - eighth of one percent to be imposed for 15 years; WHEREAS, in the same election, the residents of the City passed Proposition 2B, Affordable Housing, which authorized the use of a portion of the sales and use tax approved under Proposition 2 for affordable housing, up to $500,000 annually, so long as there are projects for which the amount can reasonably be used; WHEREAS, the 1/8 cent sales tax authorized by passage of Proposition 2 and allocated under Proposition 2B for affordable housing was subsequently enacted by the City's City Council ( "City Council "), and filed with the State Comptroller of Texas, effective April 1, 2003, to be administered by the Corporation's Board of Directors ( "Board "); WHEREAS, the Board issued a request for proposals for affordable housing projects; WHEREAS, Grantee submitted a proposal to the Board to request funds to market the local affordable housing programs and the availability of homebuyer assistance and housing counseling programs within the City of Corpus Christi; WHEREAS, the Board has determined that it is in the best interests of the residents of the City of Corpus Christi that affordable housing funds be awarded, by execution of this Project Agreement, to accomplish the affordable housing project described in this agreement and in Grantee's proposal; In consideration of the covenants, promises, and conditions stated in this Project Agreement, the Corporation, Grantee, and the City agree as follows: 1. Project Agreement to Implement Affordable Housing Project. This Project Agreement between the Corporation, the City, and Grantee is executed to implement tha nrmmntinn anti rlpvnlopment of an affordable housing project proposed by Grantee 2008 -283 08/12/08 Ling 07152008.doc Res. 027800 Page 1 of 11 NCCAA - 4A Board in response to the Board's request for proposals ( "Project Response "). The Project Response submitted by Grantee, entitled "NCCAA Home Buyer Assistance Marketing Campaign" ( "Project ") is attached to this Project Agreement as Exhibit A, and is incorporated in this Project Agreement by reference. 2. Effective Date. The effective date of this Project Agreement is the latest date on which a party to the Project Agreement executes this Project Agreement. ( "Effective Date ") 3. Expiration Date. This Project Agreement expires on July 31, 2009. 4. Services to be Provided by City. a. The City, through the City's City Manager or designee ( "City Manager "), administers the funding and performs contract administration responsibilities, as outlined in this Project Agreement, for the Corporation. 5. Services to be Provided by Grantee. a. Grantee shall conduct a marketing campaign to create awareness among the approximately 17,000 low to moderate income residents Christi, who may qualify for the affordable single - family housing programs or services, such as homebuyer education and credit counseling within the City of Corpus Christi. b. The Project must promote affordable housing projects city -wide, and refer families to projects or homebuyer services that suit their needs. c. The Project must include advertisement on billboards and bus benches located in areas to maximize exposure to individuals at 80% or below the Area Median Income (AMI). d. Project signs must be placed on construction sites to promote "Affordable Housing Project in Progress," especially in the Infill Revitalization area and in the CAP Estates Subdivision. e. Ads must run in publications such as the Caller Times Sunday Homes, Del Mar College's Foghorn, and Texas A &M University - Corpus Christi's Island Waves. f. The Grantee must ensure that a significant portion of the advertising is directed to residents who are not fluent in the English language. 6. Services to be Provided by Corporation. The Corporation will provide funding in the form of a grant in an amount up to $25,000 for itemized marketing campaign expenses approved for the project. Affordable Housing - NCCAA - Marketing 07152008.doc Page 2 of 11 7. Documentation and Reports. a. Grantee shall maintain all documentation relating to the receipt and expenditure of the funds provided under this Project Agreement for a period of three years following the expiration of this Project Agreement or for such longer period as may be required by Federal or State law. b. Grantee shall provide access to all records, documents, reports, and audits, regarding the funded activity under this Project Agreement, during regular business hours, for the purpose of inspection and copying by the City Manager. Furthermore, Grantee shall provide to the City Manager any information pertinent to this Project Agreement, as may be requested during the term of this Project Agreement. c. Grantee shall submit a performance report ( "Quarterly Report") to the City and the Corporation at least once each quarter, and a complete performance report ( "Final Report") within 30 days of the expiration of this Project Agreement. The Quarterly and Final Reports must contain all relevant details pertaining to the marketing of the City -wide availability of affordable housing and affordable housing programs, and include any supporting documentation required to substantiate the written narrative contained in the reports. The reports must include: (1) Status on project time line (2) Itemized marketing campaign expenses (3) Samples of the advertisements (4) Itemized advertisement publications and distributions (times /dates) (5) Project challenges and suggested resolutions (6) Project partnerships (7) Project funding / leveraging. 8. Amendments or Modifications. a. No amendments or modifications to this Project Agreement may be made, nor any provision waived, unless the amendment or modification is made in writing and signed by persons duly authorized to sign agreements on behalf of all parties. b. The Corporation's Executive Director and City Manager are authorized to execute minor amendments or modifications to this Project Agreement, by exchange of letters with the Grantee. The minor amendments and modifications may relate to the timing of performance and reporting, the scope of work to be Affordable Housing - NCCAA - Marketing 07152008.doc Page 3 of 11 performed, the number of homebuyers assisted, or the amount of assistance provided to each homebuyer. However, the minor amendments or modifications may not increase the amounts of money available to the Grantee under this Project Agreement. 9. Severability. a. If for any reason, any section, paragraph, subdivision, clause, provision, phrase or word of this Project Agreement or the application of this Project Agreement to any person or circumstance is, to any extent, held illegal, invalid, or unenforceable under present or future law or by a final judgment of a court of competent jurisdiction, then the remainder of this Project Agreement, or the application of the term or provision to persons or circumstances other than those as to which it is held illegal, invalid, or unenforceable, will not be affected by the law or judgment, for it is the definite intent of the parties to this Project Agreement that every section, paragraph, subdivision, clause, provision, phrase, and word of this Project Agreement be given full force and effect for its purpose. b. To the extent that any clause or provision is held illegal, invalid, or unenforceable under present or future law effective during the term of this Project Agreement, then the remainder of this Project Agreement is not affected by the law, and in lieu of any illegal, invalid, or unenforceable clause or provision, a clause or provision, as similar in terms to the illegal, invalid, or unenforceable clause or provision as may be possible and be legal, valid, and enforceable, will be added to this Project Agreement automatically. 10. Compliance with Laws. Grantee shall comply with all applicable Federal, State, and local government laws, rules, regulations, and ordinances which may be relevant to Grantee's performance under this Project Agreement. 11. Jurisdiction and Venue. a. This Project Agreement is governed by and must be construed under the laws of the State of Texas. b. All actions brought to enforce compliance with this Project Agreement must be brought in Nueces County, Texas, where this Project Agreement was entered into and must be performed. 12. Acknowledgment and Construction of Ambiguities. The parties expressly agree that each has independently read and does understand this Project Agreement. By Grantee's execution of this Project Agreement, Grantee agrees to be bound by the terms, covenants, and conditions contained in this Project Agreement. Any ambiguities in this Project Agreement may not be construed against the drafter. Affordable Housing - NCCAA - Marketing 07152008.doc Page 4 of 11 13. Indemnity. Grantee must fully indemnify and hold harmless the City of Corpus Christi, the Corpus Christi Business and Job Development Corporation, and their officers, employees, and agents (hereinafter, collectively "Indemnitees ") from and against any and all liability, damage, loss, claims, demands, expenses, suits, and causes of action of any nature whatsoever on account of injury or damage to person (including, without limitation on the foregoing, premises defects, workers' compensation, and death claims) or property loss or damage of any kind whatsoever which arise out of or are in any manner connected with, or are claimed to arise out of or be in any way connected with, either proximately or remotely, wholly or in part, any activities by Grantee, its officers, employees, agents, members, invitees, or independent contractors with respect to this Project Agreement or the Project that is the subject of this Project Agreement, regardless of whether such injuries, death, or damages are caused, or are claimed to be caused, by the contributory negligence of any of the Indemnitees, but not if caused by the sole negligence of the Indemnitees unmixed with the fault of any other person or entity. Grantee covenants and agrees that if Indemnitees, or any of them, are made a party to any litigation against Grantee or in any litigation commenced by any party other than Grantee relating to this Project Agreement or Project, Grantee shall, upon receipt of reasonable notice regarding commencement of litigation, at its own expense, investigate all claims and demands, attend to their settlement or other disposition, defend Indemnitees in all actions based thereon with legal counsel satisfactory to Indemnitees, and pay all charges of attorneys and all other costs and expenses of any kind arising from any said liability, damage, loss, demand, claim, or action. 14. Warranties. Grantee warrants and represents to Corporation the following: a. Grantee is a duly organized, validly existing, and in good standing under the laws of the State of Texas, has all authority to carry on its business as presently conducted in Corpus Christi, Texas. b. Grantee has the authority to enter into and perform, and will perform, the terms of this Project Agreement. c. Grantee has timely filed and will timely file all local, State, and Federal tax reports and returns required by law to be filed and all taxes, assessments, fees, and other governmental charges, including applicable ad valorem taxes, have Affordable Housing - NCCAA - Marketing 07152008.doc Page 5 of 11 been timely paid, and will be timely paid, during the term of this Project Agreement. d. Grantee has received a copy of the Texas Development Corporation Act of 1979, Art. 5190.6, Vernon's Texas Revised Civil Statutes, and acknowledges that the funds granted in this Project Agreement must be utilized solely for purposes authorized under State law and by the terms of this Project Agreement. e. If an audit determines that the funds were not used for authorized purposes, Grantee agrees to reimburse Corporation for the sums of money spent for purposes not authorized by law within 30 days written notice requesting reimbursement. f. The parties executing this Project Agreement on behalf of Grantee are duly authorized to execute this Project Agreement on behalf of Grantee. 15. Events of Default. The following events constitute a default of this Agreement: a. Failure of Grantee to timely, fully, and completely comply with any one or more of the requirements, obligations, duties, terms, conditions, or warranties of this Project Agreement. b. The Corporation or City determines that any representation or warranty on behalf of Grantee contained in this Project Agreement or in any financial statement, certificate, report, proposal, or opinion submitted to the Corporation in connection with this Project Agreement was incorrect or misleading in any material respect when made. c. Any judgment is assessed against Grantee or any attachment or other levy against the property of Grantee with respect to a claim remains unpaid, undischarged, or not dismissed for a period of 30 days. d. Grantee makes an assignment for the benefit of creditors. e. Grantee files a petition in bankruptcy, or is adjudicated insolvent or bankrupt. f. If taxes on property owed by Grantee become delinquent, and Grantee fails to timely and properly follow the legal procedures for protest or contest. g. Grantee changes the general character of its business as conducted on or following the date this Agreement is approved by the Corporation. 16. Notice of Default. Should the Corporation or City determine that Grantee is in default under the terms of this Agreement, the Corporation or City shall notify Grantee in writing of the event of default and provide 60 days from the date of the notice ( "Cure Period ") for Grantee to cure the event of default. Affordable Housing - NCCAA- Marketing 07152008.doc Page 6 of 11 17. Results of Uncured Default. After exhausting good faith attempts to address any default during the Cure Period, and taking into account any extenuating circumstances that might have occurred through no fault of Grantee, as determined by the Board of Directors of the Corporation, the following actions must be taken for any default that remains uncured after the Cure Period: a. Grantee shall immediately repay to Corporation, with interest at the interest rate paid by the City on its most recently issued general obligation bonds from date of expiration of Cure Period until fully paid, all funds not used under terms of this Project Agreement. b. Grantee shall pay Corporation reasonable attorney fees and costs of court to collect amounts due to Corporation. c. The Corporation shall have no further obligations to Grantee under this Project Agreement and this Project Agreement shall terminate. d. Neither the City nor the Corporation may be held liable for any consequential damages. e. The Corporation may pursue all remedies available under law. 18. No Waiver. a. No waiver of any covenant or condition, or the breach of any covenant or condition of this Project Agreement, constitutes a waiver of any subsequent breach of the covenant or condition of the Project Agreement. b. No waiver of any covenant or condition, or the breach of any covenant or condition of this Project Agreement, justifies or authorizes the nonobservance on any other occasion of the covenant or condition or any other covenant or condition of this Project Agreement. c. Any waiver or indulgence of Grantee's default may not be considered an estoppel against the Corporation. d. It is expressly understood that if at any time Grantee is in default in any of its conditions or covenants of this Project Agreement, the failure on the part of the Corporation to promptly avail itself of the rights and remedies that the Corporation may have, will not be considered a waiver on the part of the Corporation, but Corporation may at any time avail itself of the rights or remedies or elect to terminate this Project Agreement on account of the default. 19. Notices. a. Any required written notices shall be sent, certified mail, return receipt requested, addressed as follows: Affordable Housing - NCCAA- Marketing 07152008.doc Page 7 of 11 If to Grantee: Nueces County Community Action Agency Attn: Executive Director 101 South Padre Island Drive Corpus Christi, Texas 78405 -4102 If to Corporation: City of Corpus Christi Business and Job Development Corporation Attn: Executive Director 1201 Leopard Street Corpus Christi, Texas 78401 b. A copy of all notices and correspondence must be sent to the City at the following address: City of Corpus Christi Attn.: City Manager P.O. Box 9277 Corpus Christi, Texas 78469 -9277 c. Notice is effective upon deposit in the United States mail in the manner provided in subsection a of this section. 20. Incorporation of other documents. The Corpus Christi Business & Job Development Corporation 4a Board Affordable Housing Request for Proposals issued April 7, 2008, is incorporated into this Project Agreement. 21. Relationship of Parties. In performing this Agreement, the Corporation, Grantee, and the City shall act in an individual capacity, and not as agents, representatives, employees, employers, partners, joint- venturers, or associates of one another. The employees or agents of either party may not be, nor be construed to be, the employees or agents of the other party for any purpose. 22. Nonassignment. Grantee may not assign, mortgage, pledge, or transfer this Project Agreement or any interest contained in this Project Agreement without the prior written consent of the other parties to this Project Agreement. 23. Non - discrimination. a. Grantee may not discriminate nor permit discrimination against any person or group of persons on the grounds of race, gender, disability, religion, age, or national origin in any manner prohibited by the laws of the United States or the State of Texas. Affordable Housing - NCCAA - Marketing 07152008.doc Page 8 of 11 b. The Corporation retains the right to take any action the United States or the State of Texas may direct to enforce this non - discrimination covenant. 24. Captions. The captions in this Project Agreement are for convenience only and are not a part of this Project Agreement. The captions do not in any way limit or amplify the terms and provisions of this Project Agreement. 25. Entire Agreement. This Project Agreement and the referenced and incorporated documents constitute the entire agreement between the Corporation, the City, and Grantee for the purpose stated. All other agreements, promises, representations, and understandings, oral or otherwise, with reference to the subject matter of this Project Agreement, unless contained in this Project Agreement, are expressly revoked, as the parties intended to provide for a complete understanding, within the provisions of this Project Agreement and its referenced and incorporated documents, of the terms, conditions, promises, and covenants relating to the each party's required performance under this Project Agreement. CORPUS CHRISTI BUSINESS & JOB DEVELOPMENT CORPORATION Jis Elo :laza C man STATE OF TEXAS § COUNTY OF NUECES § Date ACKNOWLEDGMENT KNOW ALL BY THESE PRESENTS: This instrument was acknowledged before me on I O , 2008, by Eloy Salazar, Chairman, Corpus Christi Business & Job velopment Corporation, a Texas nonprofit corporation, o i.ehalf of the corporation. N• AR PUBLI State of exas Affordable Housing - NCCAA- Marketing 07152008.doc AAA AA AAAP AA MONIQUE LERMA Notary Public STATE OF TEXAS 'ha My Comm. Exp. 02 -18 -2009 V V V V V V V V V V V V Page 9 of 11 ATTEST: • fj Armando Chapa , City Secretary Date: /v r APPROVED AS TO FORM: R.,dty Reining First A sistant Attorney for the City A orney Affordable Housing - NCCAA - Marketing 07152008.doc CITY OF CORPUS CHRISTI Geofge K. Noe City Manager Date: y( Yd' Page 10 of 11 446-2 15‘°- AUTIORIth SY councii....Q4[2(Pf.,.. NUECES COUNTY COMMUNITY ACTION AGENCY oe A Martinez Ex tive Director STATE OF TEXAS § COUNTY OF NUECES § Date ACKNOWLEDGMENT KNOW ALL BY THESE PRESENTS: This instrument was acknowledged before me on � , 2008, by Joe A. Martinez, Executive Director, Nueces County Co munity Action Agency, a Texas Domestic Non - Profit Corporation, on behalf of the corporation. NOTARY PUBLIC State of Texas Affordable Housing - NCCAA- Marketing 07152008.doc CHRISTINA R GARDNER My Commission Expires October 20, 2010 Page 11 of 11 NUECES COUNTY COMMUNITY ACTION AGENCY 101 South Padre Island Drive Corpus Christi, Texas 78405-4102 (361) 883 - 7201 FAX: (361) 883 -9173 Joe A. Martinez Executive Director May 1, 2008 City Secretary's Office City of Corpus Christi Attention: Armando Chapa, City Secretary 1201 Leopard Street Corpus Christi, Texas 78469 -9277 Dear Mr. Chapa: Enclosed please find an application for consideration of funding in response to the 4A Board Affordable Single Family Housing Request for Proposals. Nueces County Community Action Agency (NCCAA) is requesting a $25,000 grant for a marketing campaign to create awareness among the approximate seventeen thousand (17,000) low to moderate income residents of Corpus Christi who may qualify for the affordable housing opportunities within the City of Corpus Christi. This proposal, as submitted, includes a partnership between the City of Corpus Christi, Corpus Christi Community Development Corporation, NeighborWorks America, private home builders, and NCCAA. The City of Corpus Christi 4A Board funds will be used to recruit families for affordable single family homeownership projects and homebuyer services for low and moderate income working families. Through this marketing endeavor NCCAA hopes to promote affordable housing projects city wide and refer families to projects or housing services which suit their needs. We anticipate that this application is in order for the 4A Board's review. If you should require additional information or have any questions in reference to this submission, please contact me at 883 -7201 extension 21, or you may contact Mr. Rudy Cantu at 883 -7201, extension 47. Enclosures eighbor orks® CHARTERED MEMBER Exhibit A Respectfull artinez `Executive Director ase 8'oPBCBw0G' e, W ' ?c.',a P A R F I V E R S H I P Helping People. Changing Lives. TABLE OF CONTENTS REQUEST FOR PROPOSALS 4A BOARD AFFORDABLE HOUSING I. Executive Summary 1 II. Qualifications and Experience 3 III. Capabilities 5 IV. Acknowledgment and Certifications 7 V. Narrative Explaining the Assistance 8 VI. Attachments Attachment A Attachment B Attachment C Attachment D Exhibit F, Disclosure of Interests Exhibit G, Conflict of Interest Questionnaire Preliminary Budget Sample Marketing Material Proposal Submitted to the City of Corpus Christi Attention: Mr. Armando Chapa, City Secretary Submitted May 1, 2008 Page 1 I. EXECUTIVE SUMMARY To address the lack of affordable housing participants within the last year in the City of Corpus Christi, Nueces County Community Action Agency (NCCAA) requests a $25,000 grant from the City Of Corpus Christi 4A Board. The City of Corpus Christi 4A Board funds will be used to recruit families for affordable single family projects or services such as homebuyer education and credit counseling. Through this marketing endeavor NCCAA hopes to promote affordable housing projects city wide and refer families to projects or homebuyer services which suit their needs. AFFORDABLE HOUSING PRODUCTS / SERVICES NCCAA Projects /Services City Programs Other Programs /Services CAP Estates 1I Unit II- 57 Homes New Construction Extreme Homes of Texas — DPA Infrll Revitalization Project- 8 Homes Homebuyer Education Catholic Charities — Homebuyer Education Purchase/Rehab/Resale -3 Homes 5K Existing Home Purchase Consumer Credit Counseling Weatherization Program Rehab Loan Program Housing Authority — Section 8 Homebuyer Program Comprehensive Energy Assistance Program Demo/Replace Program Homebuyer Education Emergency Home Repair Qualifications and Experience Formed in 1964, NCCAA is a 501 c (3) nonprofit corporation. NCCAA's mission is to improve the quality of life through advocacy, commitment of resources and delivery of services. NCCAA offers diverse products and services to the residents of Nueces County including education, family service assistance and community development activities. As a nonprofit housing provider, NCCAA provides land development services, facilitates new home construction, and permanent financing assistance to low and moderate income families. NCCAA has developed a thirty (30) home subdivision, CAP Estates I, facilitated the construction of ten (10) homes in three (3) colonias. Through its neighborhood infill revitalization efforts, NCCAA has facilitated the construction of thirty -four (34) homes, constructed two (2) Section 8 set aside homes in Robstown, CAP Estate II — Phase I forty -two (42) homes and is currently in a neighborhood revitalization partnership with the 4A Board to facilitate the construction of ten (10) homes on Soledad Street. NCCAA also provides homebuyer education and ancillary services such as CEAP- Comprehensive Energy Assistance Program, and weatherization. NCCAA is certified by the State of Texas and the City of Corpus Christi as a Community Housing Development Organization (CHDO). Additionally, NCCAA is chartered member of NeighborWorks® America; this is a program of the Neighborhood Reinvestment Corporation. As an affiliate of NeighborWorks® America, NCCAA will increase its capacity to build decent, affordable housing, revitalize communities, and enhance economic opportunities. Management A 27 member board of directors governs NCCAA. NCCAA board of directors sets the tone and direction of NCCAA by establishing broad policy priorities. The board members represent the public and private sectors and provide a wide awry of skills, expertise, and knowledge. Board members represent various low income areas of Nueces County. Proposal Submitted to Me City of Corpus Christi Attention: Mr. Armando Chapa, City Secretary Submitted May 1, 2008 Page 2 NCCAA staff has comprehensive experience in successfully undertaking affordable single family housing projects. NCCAA staff has extensive combined experience in construction, land development, financial management, loan facilitation, portfolio management and real estate fmance. NCCAA's housing development team is directly responsible for establishing strategies to implement its housing program. Proposal Submitted to the City of Corpus Christi Attention: Mr. Armando Chapa, City Secretary Submitted May 1, 2008 Page 3 H. QUALIFICATIONS AND EXPERIENCE QUALIFICATIONS Formed in 1964, Nueces County Community Action Agency (NCCAA) is a 501c (3) nonprofit corporation. NCCAA's mission is to improve the quality of life for low income families through advocacy, commitment of resources, and delivery of services. NCCAA has been actively involved in providing affordable single family homes for low and moderate income families in Corpus Christi and Nueces County since 1993. NCCAA is certified as a Community Housing Development Organization (CHDO) by the State of Texas and the City Corpus Christi. NCCAA is a certified affiliate of NeighborWorks® America, a program of the Neighborhood Reinvestment Corporation. As an affiliate of NeighborWorks® America, NCCAA can increase its capacity to facilitate affordable housing, revitalize neighborhoods, and enhance economic opportunities. Below is an overview of affordable housing programs NCCAA has provided, or is currently providing. Housing Department • Neighborhood Revitalization — NCCAA has partnered with the City of Corpus Christi in a $556,000 project to construct thirty -four (34) affordable single family homes for low and moderate income working families. Currently, NCCAA is in a partnership with the 4A Board in a $175,000 project to revitalize the 2700 block of Soledad Street with the construction of ten (10) affordable single family homes for low and moderate income working families. • Colonias- NCCAA has partnered with the Texas Department of Housing and Community Affairs in a $516,000 project for demolition and replacement of ten (10) homes in three (3) Colonias. • Low income rental housing — NCCAA has partnered with the Texas Department of Housing and Community Affairs in a $104,000 project to construct two (2) single family homes in Robstown for low income working families. All families that have resided, or are currently residing, in both homes have received Section 8 Housing assistance. • CAP Estates I — NCCAA has partnered with City of Corpus Christi Community Development Department, and the Corpus Christi Community Improvement Corporation in a $3,085,000 project to develop a thirty (30) home single family residential subdivision for low and moderate income working families. • CAP Estates II — NCCAA is in a partnership with the City of Corpus Christi HOME Program, City of Corpus Christi 4A Board, Corpus Christi Community Development Corporation, Neighborhood Reinvestment Corporation, and private home builders to develop a $9,297,225 ninety -nine (99) home single family residential subdivision for low and moderate income working families. NCCAA is currently embarking on Phase II, 57 single family homes. • Down Payment Assistance Program — NCCAA has partnered with and is in a partnership with the City of Corpus Christi 4A Board and City of Corpus Christi Community Development Department to provide low income and moderate income working families with down payment and closing costs assistance to enable them to purchase a home. The assistance is in the form of a zero - interest deferred payment loan. To date the partnership has assisted one hundred and six (106) low and moderate income working families to buy a home of their own. The assistance to date totals $1,277,500. At the completion of current projects, the partnership will have provided Proposal Submitted to the City of Corpus Christi Attention: Mr. Armando Chapa, City Secretary Submitted May 1, 2008 Page 4 down payment assistance to 173 low and moderate income working families for a total of $2,852,500. Community Services Department • Weatherization — NCCAA is in partnership with the City of Corpus Christi Department of Community Development, Texas Department of Housing and Community Affairs, U. S. Department of Energy, and U. S. Department of Health and Human Services to assist very low income families, especially elderly families and disabled families, to create a healthful and safe environment by implementing practical energy conservation measures in their home and/or modifications to their home. Modifications to the home may include insulating windows, doors, ceilings, floors, and walls to decrease energy consumption. Modifications may also include the installation of ADA ramps and shower stalls. Additionally, energy inefficient appliances may be replaced with energy efficient appliances such as water heaters, heaters, furnaces, air conditioners, ranges, and refrigerators to decrease energy consumption. Annually, the partnership assists approximately 120 families. EXPERIENCE NCCAA has extensive experience successfully undertaking affordable housing projects. One of NCCAA's greatest skills is its ability to bring disparate resources together to address local and regional challenges. A major contribution of NCCAA to local affordable housing solutions is its ability to develop partnerships of diverse financial resources. Additionally, NCCAA provides staff support for affordable housing projects and maintains current demographic and community needs information. NCCAA has facilitated rehabilitation or construction of over 118 affordable single family homes with more being built. NCCAA has many years of experience with administration of public and private funding. Ongoing and current experience includes: • NCCAA has administered $516,000 in funding from Texas Department of Housing and Community Affairs for Colonias Construction Projects. • NCCAA has administered $104,000 from Texas Department of Housing and Community Affairs for rural rental single housing. • NCCAA has administered $3,085,000 million in public and private financing for the development of CAP Estates I, a thirty (30) home affordable housing subdivision for low and moderate income working families. • NCCAA has administered $559,000 in funding from the City of Corpus Christi Housing and Community Development Department, and Corpus Christi Community Improvement Corporation for past and current neighborhood revitalization projects. • NCCAA has administered $1,112,831 in funds from the City of Corpus Christi 4A Board, Corpus Christi Community Development Corporation, and Neighborhood Reinvestment Corporation for the development of CAP Estates II Unit I. • NCCAA is currently administering $1,750,000 in funds from the City of Corpus Christi 4A Board, Corpus Christi Community Development Corporation, and Neighborhood Reinvestment Corporation for the development of CAP Estates II Unit H. Proposal Submitted to the City of Corpus Christi Attention: Mr. Armando Chapa, City Secretary Submitted May 1, 2008 Page 5 III. CAPABILITIES BOARD OF DIRECTORS The implementation of Nueces County Community Action Agency's (NCCAA) affordable housing plan requires vision, fiscal responsibility commitment to mission, accountability, technical expertise, discipline and diligence. These skills and values allow the Board of Directors to set the tone and direction of the Agency by establishing broad policy priorities. NCCAA has a 27 person Board of Directors including professionals encompassing a broad awry of skills, expertise, and knowledge. The Board has six (6) standing committees: Executive Committee, Fiscal and Audit Committee, Housing Committee, By -Laws Committee, Planning Committee, and Personnel Committee. MANAGEMENT TEAM NCCAA's management team is responsible for establishing strategies to implement its affordable housing plan. NCCAA staff has comprehensive experience in successfully undertaking affordable housing projects. NCCAA staff has extensive combined experience in construction, land development, loan facilitation, portfolio management, and real estate finance. They act as liaisons between the Board of Directors and staff, represent NCCAA in national, regional, and local policy debates, and forge strategic partnerships in the service of our mission. Our management team is uniquely qualified to fulfill these roles. Joe A. Martinez, Executive Director. Mr. Martinez has over 30 years of experience with the Nueces County Community Action Agency. Mr. Martinez was the Agency's Administrative Manager prior to becoming the NCCAA's Executive Director in 1988. Mr. Martinez is charged with the administration of a $9 million organization and the supervision of 300 plus person team. Mr. Martinez serves on numerous advisory boards and in professional associations. He is a founding member of the Emergency Aid Coalition of Corpus Christi, Chairman of the South Texas Community Based Organizations, Inc., and past president of the Texas Association of Community Action Agencies. Mr. Martinez is a graduate of Texas A & I University Rodolfo Cantu, Housing Director. Mr. Cantu is responsible for the management of the Housing Department. Mr. Cantu has been involved with affordable housing for 13 years. Mr. Cantu plans, develops, organizes, implements and evaluates program contracts, and ensures compliance. He also prepares grant proposals in accordance with the Agency's community needs assessment and 5 year plan. As NCCAA's Housing Director, Mr. Cantu is directly responsible for the conceptualizing, developing and implementing housing projects for low income and moderate income households. Mr. Cantu attended The University of Maryland and graduated from the Park University, Kansas City, Missouri. Joe R. Flores, Fiscal Director. Mr. Flores is a Certified Public Accountant, and has served as NCCAA's Fiscal Director since 1997. Mr. Flores is responsible for direct supervision of the accounts payable department, payroll department, and the purchasing department. Mr. Flores monitors financial and procedural compliance of federal and state grants. Mr. Flores is responsible for all financial reporting required by awarding agencies as well as preparation of annual financial reports. Mr. Flores has over eighteen (18) years of financial accounting experience, to include eight (8) years of public accounting experience. Mr. Flores is a graduate of Corpus Christi State University and Del Mar College. Sam Esquivel, Housing/Construction Specialist. Mr. Esquivel has served as NCCAA's Housing/Construction Specialist since 2002. Mr. Esquivel inspects and oversees various types of Proposal Submitted to the City of Corpus Christi Attention: Mr. Armando Chapa, City Secretary Submitted May 1, 2008 Page 6 construction work to ensure that procedures and materials comply with plans and specifications. Mr. Esquivel also counsels prospective homebuyers on the homeownership process. He acts as a liaison between the homebuyers and the homebuilders to ensure a satisfactory outcome between both parties during the construction process. The Texas Department of Housing and Community Affairs (TDHCA) and the Neighborhood Reinvestment Corporation certify Mr. Esquivel as a Homebuyer Education Counselor. He is currently pursuing a degree in Business Administration with an emphasis in finance. DEVELOPMENT TEAM The Development Team determines priorities and policies, considers internal implementation procedures, and conceptualizes future affordable housing projects. Membership on the Development Team demands a wide range of skills that balance concrete housing development expertise with awareness of current issues and trends in the affordable housing industry. NCCAA has amassed an exemplary Development Team comprised of leaders in the housing field, legal experts, land and housing developers, bank representatives, and nonprofit experts. The Development Team members include: Mr. Ernesto De La Garza, Neighborhood Reinvestment Corporation, Senior Field Service Officer Mr. Joe A. Martinez, NCCAA, Executive Director Mr. Rodolfo Cantu, NCCAA, Housing Director Mr. Joe R. Flores, NCCAA, Fiscal Director Mr. Sam Esquivel, NCCAA, Housing Specialist MARKETING DESIGN Advertising firms will provide production and design services to NCCAA to develop ads/billboards that will target potential clientele. NCCAA will maintain the rights to all advertising designs for future use. Proposal Submitted to the City of Corpus Christi Attention: Mr. Armando Chapa, City Secretary Submitted May 1, 2008 Page 7 IV. Request For Proposal Acknowledgment and Certifications I acknowledge and certify that Nueces County Community Action Agency will meet all provisions of the 4A Board Affordable Single Family Housing Request for Proposals. I further certify all work will be performed in accordance with the most current applicable codes and standards. I further certify the location of the site where the work will be performed is not in the 100 year flood plain. As the authorized certifying official, I hereby certify that the above - specified certifications are true. SIGNATURE OF AUTHORIZED CERTIFYING OFFICIAL gre Joe inez, Executive Di ector Date Proposal Submitted to the City of Corpus Christi Attention: Mr. Armando Chapa, City Secretary Submitted May 1, 2008 Page 8 V. Narrative Explaining the Assistance to be Provided NARRATIVE To address the lack of affordable housing participants within the last year in the City of Corpus Christi, Nueces County Community Action Agency (NCCAA) requests a $25,000 grant from the City Of Corpus Christi 4A Board. The City of Corpus Christi 4A Board funds will be used to recruit families for affordable single family projects or services such as homebuyer education and credit counseling. Through this marketing endeavor NCCAA hopes to promote affordable housing projects city wide and refer families to projects or homebuyer services which suit their needs. NCCAA, Corpus Christi Community Improvement Corporation, and 4A have a surplus of funding because demand for affordable housing projects is low. Census data shows there are an estimated 17,000 households that fall within the low - moderate income bracket, which our programs serve. Some factors that contribute to the low participations would be lack of consumer confidence in the current U.S economy, current foreclosure /mortgage crisis, consumer credit issues, and lack of affordable housing product knowledge in our community. While some national contributing factors are out of our control we can address the credit issues and awareness of affordable housing products in our community NCCAA has always maintained a grass roots marketing strategy which primarily targets the lower end of the Area Median Income (AMI), 55% and below. Through our Head Start program, Community Services program and network of other community programs NCCAA has be able to market our Homebuyer program successfully. However, an effort needs to be made to market households at the higher end of the AMI, at the 55 -80% of AMI. Households at the higher end of the AMI typically do not apply for community assistance programs and through this marketing endeavor we can hopefully bring these programs to their attention. To date, NCCAA has secured HOME dollars to the sum of $691,604 to assist forty (40) of the fifty -seven (57) homebuyers in Unit 2. Extreme Home of Texas will provide direct assistance to six (6) homebuyers from a previous 4A DPA award. NCCAA will be submitting a proposal to the 4A for the additional funds for the remaining eleven. In addition to CAP Estates II, NCCAA also has the Infill Revitalization Project which has eight (8) homes still to complete. NCCAA will soon begin a Purchase/Rehab/Resale program to address existing distressed homes in the infill area. The Corpus Christi Community Improvement Corporation has an estimated $991,267 available in HOME dollars and the 4A's 1.1 million which is currently available for RFP. By marketing and creating a demand for an affordable housing product we expedite the expenditure of these funds. The marketing campaign will be a year long endeavor targeting low- moderate income census areas The billboards and bus benches will be strategically located to maximize exposure to individuals at 80% or below the AMI. The subdivision signage will give a synopsis of the program and recognition to contributing partners. Project signs will be placed on construction sites to promote "Affordable Housing Project in Progress" especially in the Infill Revitalization Project area. Ads will run in publications such as Caller Times Sunday Homes, Del Mar Colleges Foghorn, and Texas A &M's Island Waves. For example, the average Del Mar student is a 26 year old working full time, the ideal demographic. If awarded, NCCAA will leverage the affordable housing marketing dollars as match to the advertising vendors to utilize the NeighborWorks America Public Service Announcement (PSA) foreclosure prevention campaign, 888 - 995 -HOPE, which will benefit the community as a whole. Foreclosure is a serious issue within our community and already has affected some residents within the affordable housing Proposal Submitted to the City of Corpus Christi Attention: Mr. Armando Chapa, City Secretary Submitted May 1, 2008 Page 9 programs. Hopefully, this marketing endeavor can serve two purposes; recruiting potential applicants for affordable housing programs and sustainability for existing homebuyers with the foreclosure campaign. TIMELINE The marketing campaign will commence immediately. The initial start up will begin with billboards and subdivision signs, and transit advertisements. The publications ads will be staggered, alternating weekly between the caller times, Foghorn, and Island waves. Posters and flyers will be distributed at community meetings and events through out the year. Project signs will be placed on all construction sites. Proposal Submitted to the City of Corpus Christi Attention: Mr. Armando Chapa, City Secretary Submitted May 1, 2008 Page 10 ATTACHMENTS Attachment A Attachment B — Attachment C — Attachment D — Exhibit F, Disclosure of Interest Exhibit G, Conflict of Interest Questionnaire Preliminary Budget — Sample Marketing Material Agency Name Nueces County Community Action Agency 2008 Construction CITY OF CORPUS CHRISTI - DISCLOSURE OF INTERESTS City of Corpus Christi Ordinance 17112, as amended, requires all persons or firms seeking to do business with the City to provide the following information. Every question must be answered. If the question is not applicable, answer with "NA." See the definitions for the Disclosure of Interest in Section II - General Information. COMPANY NAME: Nueces County Community Action Agency P. O. BOX: STREET: 101 South Padre Island Drive CITY: Corpus Christi, TX ZIP: 78405 FIRM is: 1. Corporation ( ®) 2. Partnership ( ❑) 3. Sole Owner ( 0) 4. Association (❑) 5. Other (❑) DISCLOSURE QUESTIONS If additional space is necessary, please use the reverse side of this page or attach a separate sheet. 1. State the names of each "employee" of the City of Corpus Christi having an "ownership interest" constituting 3% or more of the ownership in the above named "firm." Name N/A Job Title and City Department (if known) 2. State the names of each "official" of the City of Corpus Christi having an "ownership interest" constituting 3% or more of the ownership in the above named "firm." Name N/A Title 3. State the names of each "board member" of the City of Corpus Christi having an "ownership interest" constituting or more of the ownership in the above named "firm." N/A Name Board, Commission, or Committee 4. State the names of each employee or officer of a "consultant" for the City of Corpus Christi who worked on any matter related to the subject of this contract and has an "ownership interest" constituting 3% or more of the ownership in the above named "firm." N/A Name Consultant CERTIFICATE I certify that all information provided is true and correct as of the date of this statement, that I have not knowingly withheld disclosure of any information requested, and that supplemental statements will be promptly submitted to the City of Corpus Christi, Texas as changes occur. Certifying Person: Title: Executive Director CONFLICT OF INTEREST QUESTIONNAIRE FORM CIQ For vendor or other person doing business with local governmental entity This questionnaire reflects changes made to the law by H.B. 1491, 60th Leg., Regular Session. This questionnaire is being filed in accordance with Chapter 176, Local Govemment Code by a person who has a business relationship as defined by Section 176.001(1 -a) with a local governmental entity and the person meets requirements under Section 176.006(a). By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the person becomes aware of facts that require the statement to be filed. See Section 176.006, Local Government Code. A person commits an offense if the person knowingly violates Section 176.006, Local Government Code. An offense under this section is a Class C misdemeanor. OFFICE USE ONLY Date Received J Name of person who has a business relationship with local govemmental entity. Joe A. Martinez, Executive Director filing authority not incomplete or inaccurate.) Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated completed questionnaire with the appropriate later than the 7th business day after the date the originally filed questionnaire becomes 3 Name of local government officer with whom filer has employment or business relationship. Priscilla Leal, City of Corpus Christi, Council Member with whom the filer has an Code. Attach additional • other than investment income, from or at the not received from the local respect to which the local in this section. Name of Officer This section (item 3 including subparts A, B, C & D) must be completed for each officer employment or other business relationship as defined by Section 176.001(1 -a), Local Government pages to this Form CIQ as necessary. A. Is the local government officer named in this section receiving or likely to receive taxable income, income, from the filer of the questionnaire? Yes X No B. Is the filer of the questionnaire receiving or likely to receive taxable income, other than investment direction of the local government officer named in this section AND the taxable income is govemmental entity? Yes X No C. Is the filer of this questionnaire employed by a corporation or other business entity with government officer serves as an officer or director, or holds an ownership of 10 percent or more? X Yes No D. Describe each employment or business relationship with the local government officer named Council member Priscilla Leal is a board member of Nueces County Community Action Agency a A L •30' ignatur of person doing business ' governmental entity Date Adopted 06/29/2007 1- W ZC7 O 0 aco 0J 2 Qj U Z O Z Z Q F 0 W W < a� • c0 co W Description •• I (Design & Production of Ad work - Locations will depend on availablity based on funding award Income target Unit Cost is Monthly - Locations targeted by low - moderate income zip code Entrance into CAP II - Carolyn Street Yard signs for Infill Revitalization, CAP II projects, & Purchase/Rehab/Resale Sunday Homes Monthly (4) for Fall 2008 & Spring 2009 semesters - Average DMC student age - 26 Monthly (4) for Fall 2008 & Spring 2009 semesters - Average A &M student age - 23 Placed in storefronts, workplaces, & community bulletin boards Distributed by outreach staff at meetings & community events Housing Fair - location rental, etc. X00000 . O 00 0 r O ft O O N [ _ 800.00 487.50 O 00 0 gA CO O r 1,040.00 450.00 625.00 700.00 Unit Cost N V 1 400.00 n C1 U) N r 141.75 1 130.00 O M 111 O r O N O,N 8 8 0 r 2500 1 7 Q Media N 12 0 a 65 IBus - Interior Cards __ Bus Stops (Subdivision Signs 18" X 24" Project Yard Sign (Caller Times (Del Mar- Foghorn (Texas A &M - Island Waves (Posters 17" X 22" 'Inserts 8 1/2" X11" Miscellaneous co 0 J 0 H Cost include production design cost & non - profit rate v .o°1c V co ■ o CD CL E 0 0 �, c„ z = NL Q) WS L • V � W� i c F- NeighborWorks of Corpus Christi Cis= >9 -E3 rc)- cu rn 70 73 E3 LE -a 555 - 555 -5555 NeighborWorks of Corpus Christi ;os ds. nisi 11".x 28" 11 "x42" or 11 "x46" 11 "x56" or 11 "x70" Viewing Area: 10" x 27" 10 "x41" or 10 "x45' 10 "x55" Or10 'x69" • GATEWAY OUTDOOR ADVERTISING ww.d atewauc utdo or iorrW. NeighborWorks of Corpus Christi 555 - 555 -5555 Sample Benches Affordable Homeownership Opportunities • 57 New Construction Homes • R -1B Lots (min. 6,600 sq. ft.) • 1,086+ sq. ft. living space • 3 Bedroom, 2 Bath, 1 Car Garage • 15K -20K Down Payment and Closing Cost Assistance Provided • Several Floor Plans to Choose From • Convenient Location • $85,000 Sale Price Homebuyer Program: The purpose of the program is to provide income eligible homebuyers with $15,000 — $20,000 in down payment and closing cost assistance to pur- chase a new construction home. The assistance will be a deferred /forgivable no interest loan amortized over a period of 15 to 20 years. The loan will not require payment provided the family resides in the home during the 15 to 20 year period. The targeted population is 8096 or below the area median in- 2008 Maximum Income Guideline Household size 1 2 3 0 5 6 7 8 Income 827,000 530,850 534,700 538,550 541,650 544,700 647500 530,500 Nueces County Community Action Agency 101 South Padre Island Drive Corpus Christi, TX 78405 Phone: 361 -883 -7201 Fax:361- 883 -9173 www.nccaatx.org •J4 ct n N ghborWorkse PARTNERSHIP n:•ri:.0 ltiw:.c..mu..cL.e$ CHARTERED MEMBER Affordable Homeownership Opportunity • $68,500 Sale Price • 950+ sq. ft. living space • 2 Bedroom, 2 Bath, Carport • $9,500 Down Payment and Closing Cost Assistance Provided Plus Land Cost • Kitchen Appliances Included • 2 -10 Year Home Warranty • New Elementary School in Area IntlII Revitalization Program: The purpose of the program is to revitalize an ex- isting community with new construction homes. Eligible homebuyers will receive $9,500 in down payment and closing cost assistance, plus land cost to buy down the purchase price of the home. The assistance will be a deferred /forgivable no interest loan amortized over a period of 10 years. The loan will not require payment provided the family resides in the home during the 10 year pe- riod. The targeted population is 80% or below the area median income. 2008 Maximum Income Guideline Household size 1 2 3 4 5 6 7 8 locome 527,000 530,850 534,700 538,550 541,650 544,700 547,800 550,900 Nueces County Community Action Agency 101 South Padre Island Drive Corpus Christi, TX 78405 Phone: 361 -883 -7201 Fax:361- 883 -9173 www.nccaatx.org •Action P A R T N E R S H I P Helping n „ale. Chnnginq live. NeighborWorks® CHARTERED MEMBER NeeighborWorkr Una deuda hipotecaria que esta atrasada en sus pagos es algo que afecta a mas de una persona. Es algo que afecta a su familia entera. Cada ano un millon de familias pierden sus casas porque no hicieron nada. Llamenos hoy para saber como podemos ayudarle. Porque no hay nada peor que no hacer nada. 1- 888 - 995 -4673 NeighborWorks- Foreclosure affects more than just you. It affects your whole family. A million families will face losing their homes this year. Call today for real help and guidance. Because nothing is worse than doing nothing. 1- 888 - 995 -HOPE