Okaloosa County BOCC — September 3, 2013 — Exhibit A to 2013 CDC SHIP Administrative Services Agreement — reading text

EXHIBIT A STATEMENT OF WORK — PROGRAM NARRATIVE REHABILITATION REPAIR ASSISTANCE STRATEGY The Rehabilitation Repair Assistance Strategy shall at all times be administered in accordance with the Rehabilitation Assistance Strategy as outlined in the Local Housing Assistance Plan (LHAP). This strategy will ne used for substantial rehabilitation of substandard, homeowner occupied housing. The maximum per unit cost for rehabilitation cannot exceed $50,000, and is fully forgivable when terms outlined in the LHAP have been met. A. DESCRIPTION OF WORK TO BE PERFORMED Okaloosa Community Development Corporation (OCDC) will market the program and perform intake and client eligibility determinations. Further OCDC will provide assistance and information to the client to ensure that program regulations are followed and the award of assistance, In addition, OCDC and the client will inspect the home to determine the repairs necessary for health, safety and energy efficiency. OCDC will create a Statement of Work (SOW) for the client, and contractors based on the inspection. OCDC will schedule a site visit with contractors to bid on the SOW. OCDC will authorize and make all payments, with the County providing reimbursement to OCDC when detailed documentation is provided. B. LEVEL OF ACCOMPLISHMENT Payment will be made upon proof of satisfactory program performance of the following Levels of Accomplishment: Activity #1 Proof of homebuyer’s program eligibility, as evidenced by the application, income and asset verifications, and executed income certification. Activity #2 Perform an inspection of the home (with the client), and prepare a written Statement of Work. Activity #3 Schedule a Pre-Bid site conference with interested contractors. Request from those contractors in attendance, a written proposal within 10 business days. Activity #4 Select a contractor to perform the repairs and issue a Notice to Proceed. Activity #5 Prepare Mortgage Deed and Note for client. Obtain required signature(s), notarize and file with Okaloosa County Clerk of Courts. Activity #6 Monitor work in progress a) Prepare progress report based on inspection of work performed b) Approve all Draw Requests and any Change Orders. c) Forward Draw Requests to OCDC Executive Director for final approval d) Forward approved request plus all documentation to Director of Finance for payment. Activity #7 Submit documentation, as outlined in the SHIP Agreement Contract, to Okaloosa County for reimbursement of funds. STATEMENT OF WORK —- PROGRAM NARRATIVE SPECIAL NEEDS HOUSING STRATEGY The Special Needs Housing Strategy shall at all times be administered in accordance with the Special Needs Housing Strategy as outlined in the Local Housing Assistance Plan (LHAP). The program may be used to acquire, develop, reconstruct, moderate or substantial rehabilitation, site improvements, conversion, and/or new construction of units. The maximum per unit cost cannot exceed $50,000 for new construction and $40,000 for existing units, and is fully forgivable when terms outlined in the LHAP have been met. A. DESCRIPTION OF WORK TO BE PERFORMED Okaloosa Community Development Corporation (OCDC) will perform intake and client eligibility determinations. Further OCDC will provide assistance and information to the client to ensure that program regulations are adhered to. In addition, OCDC will inspect the home to determine the repairs / new construction necessary for each client’s particular special needs. OCDC will create a Statement of Work (SOW). OCDC will schedule a site visit with contractors to bid on the SOW. OCDC will verify payment request(s) and make all payments, with the County providing reimbursement to OCDC when detailed documentation is provided. B. LEVEL OF ACCOMPLISHMENT Payment will be made upon proof of satisfactory program performance of the following Levels of accomplishment (NOTE: These activities may be accomplished by the sub-recipient and verified by the OCDC.): Activity #1 Proof of homeowner's program eligibility, as evidenced by the application, income and asset verifications; and executed income certification. Activity #2 Perform an inspection of the home (with the client), and prepare a written Statement of Work. Activity #3 Schedule a Pre-Bid site conference with interested contractors. Request from those contractors in attendance; a written proposal within 10 business days. Activity #4 Select a contractor to perform the repairs and issue a Notice to Proceed. Activity #5 OCDC will prepare a Mortgage Deed and Note for client, obtain required signature(s), notarize the document(s) and record with Okaloosa County Clerk of Courts. Activity #6 Monitor work in progress. a) Prepare progress report based on inspection of work performed b) Approve all Draw Requests and any Change Orders. c) Forward Draw Requests to OCDC Executive Director for final approval d) Forward approved request plus all documentation to Director of Finance for payment. Activity #7 Submit documentation, as outlined in the SHIP Agreement Contract, to Okaloosa County for reimbursement of funds. STATEMENT OF WORK — PROGRAM NARRATIVE RENTAL REHABILITATION REPAIR ASSISTANCE STRATEGY The Rental Rehabilitation Repair Assistance Strategy shall at all times be administered in accordance with the Rental Rehabilitation Assistance Strategy as outlined in the Local Housing Assistance Plan (LHAP). The intent of this strategy is to leverage state funds with private investors and other non-profits in the rehabilitation of existing substandard low-income rental housing, both single family homes and multi- family apartments or town homes, and to assist in the funding, rehabilitation or new construction of rental units within the County and City to further the efforts of low income rental development.Recapture and default are outlined in the LHAP. A. DESCRIPTION OF WORK TO BE PERFORMED Okaloosa Community Development Corporation (OCDC) will market the program and perform selection of client based upon scoring of the Selection Criteria outlined in the LHAP. Further OCDC will provide assistance and information to the client to ensure that program regulations are followed and the award of assistance, In addition, OCDC and the client will inspect the property to determine the repairs necessary for health, safety and energy efficiency. OCDC will create a Statement of Work (SOW) for each unit on the property to be assisted, the SOW will be the basis for contractors bid. OCDC will schedule a site visit with contractors to bid on the SOW. OCDC will authorize and make all payments, with the County providing reimbursement to OCDC when detailed documentation is provided. B. LEVEL OF ACCOMPLISHMENT Payment will be made upon proof of satisfactory program performance of the following Levels of Accomplishment: Activity #14 Selection Criteria is submitted by client, evaluated by OCDC, and awarded based on point structure. Activity #2 Perform an inspection of the property (with the client), and prepare a written Statement of Work per unit. Activity #3 Schedule a Pre-Bid site conference with interested contractors. Request from those contractors in attendance, a written proposal within 10 business days. Activity #4 Select a contractor to perform the repairs and issue a Notice to Proceed. Activity #5 Prepare Mortgage Deed and Note for client. Obtain required signature(s), notarize and file with Okaloosa County Clerk of Courts. Activity #6 Monitor work in progress a) Prepare progress report based on inspection of work performed b) Approve all Draw Requests and any Change Orders. c) Forward Draw Requests to OCDC Executive Director for final approval d) Forward approved request plus all documentation to Director of Finance for payment. Activity #7 Submit documentation, as outlined in the SHIP Agreement Contract, to Okaloosa County for reimbursement of funds. Activity #8 OCDC will perform Annual monitoring of project to ensure all guidelines of LHAP are being met.