Res. No. 036-04-11815RESOLUTION NO.36-04-1 1 81 5
A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF
THE CITY OF SOUTH MIAMI.FLORIDA.AUTHORIZING THE
CITY MANAGER TO EXECUTE CONTRACT AMENDMENT ONE
WITH MIAMI-DADE COUNTY OFFICE OF COMMUNITY AND
ECONOMIC DEVELOPMENT FOR A TIME EXTENSION ON THE
FY2003COMMUNITY DEVELOPMENT BLOCKGRANT(CDBG);
PROVIDING AN EFFECTIVE DATE.
WHEREAS,the Mayor andCity Commission wishestocontinueaccepting
FY2003grantfundsfromMiami-DadeOfficeofCommunityDevelopment:and
WHEREAS,thefundsarefortheCity of SouthMiami Church Street
improvements/reconstruction andthestudy concerning a community pool;and
WHEREAS,theMayorandtheCity Commission authorize theCity Manager to
execute Contract Amendment One with Miami-Dadc Office of Community
Development.
NOW THEREFORE BE IT RESOLVED BY THE MAYOR AND CITY
COMMISSION OF THE CITY OF SOUTH MIAMI.FLORIDA:
Section I.That thecity wishes to continue receiving FY2003 CDBG grant
funds from Miami-Dade Office of Community Development.
Section2.ThattheMayorandCity Commission authorize theCity Manager
to execute Contract Amendment One with the Miami-Dade Office of Community
Development.
Section 3.This resolution shalltake effect immediately upon approval.
PASSED AND ADOPTED this 2nd day of March.2004.
ATTEST:APPROVED:
^Ch Q™^
Y CLERIC
COMMISSION VOTE:4-1
READ AND APPROVED ASTO FORM:Mayor Russell:Yea
Res.No.36-04-11815
Vice Mayor Palmer:Yea
Commissioner Wiscombe:Yea
Commissioner MarieBirts-Cooper:yea
Commissioner Sherar:Nay
J:\CIJIazckon MeCinillWRKSOI.l!HON Authori/iim Amendment Oneto CDBG Contract FY2003
Page 2 of2
South Miami
CITY OF SOUTH MIAMI
OFFICE OF THE CITY MANAGER
INTER-OFFICE MEMORANDUM 2001
To:Honorable Mayor,Vice Mayor
andCity Commission
From:Maria V.Davis
City Manager
REQUEST
Date:March 2,2004
Subject:Agenda Item #\Q
Commission Meeting
03/02/04
Re:Amendment to CDGB
Contract
A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY
OF SOUTH MIAMI,FLORIDA,AUTHORIZING THE CITY MANAGER TO
EXECUTE CONTRACT AMENDMENT ONE WITH MIAMI-DADE
COUNTY OFFICE OF COMMUNITY AND ECONOMIC DEVELOPMENT
FOR A TIME EXTENSION ON THE FY 2003 COMMUNITY
DEVELOPMENT BLOCK GRANT (CDBG);PROVIDING AN EFFECTIVE
DATE.
BACKGROUND AND ANALYSIS
TheCitycurrentlyhasagrantcontracttoreceiveCommunity Development BlockGrant(CDBG)
funds.That contract isduetoexpire if wedonotsubmitan extension prior to March 5,2004.In
order totakefull advantage of thesefundsan extension of the contract to June 30,2004is
necessary.
RECOMMENDATION
Yourapprovalisrecommended.
MIAMI-DADI
COMMUNITY AND ECONOMIC DEVELOPMENT
140 W.FLAGLER STREET,SUITE 1000
MIAMI,FL 33130-1561
February 24,2004
OFFICE OF COMMUNITY AND
ECONOMIC DEVELOPMENT
Director's Office
PHONE:305-375-3431
FAX:305-375-3428
kfinnie@miamidade.gov
www.co.miami-dade.fl.us/ced/
Ms.Maria Davis
City Manager
City of South Miami
6130 Sunset Drive
South Miami,FL 33143
Dear Ms.Davis:
Re:FY 2003 CDBG Contract -$192,000
Amendment One
Iam pleased to enclose seven counterparts of AmendmentNumberOnetotheFY 2003 CDBG
Contract withtheCity of SouthMiami.Please executesixcopiesandretainoneforyourfiles.
Donot place a date inthe sentence that begins INWITNESS THEREOF.TheCountyClerkwill
date this amendment.
Please submitacopy of aCity of SouthMiamiresolution authorizing theexecution of this
amendment.Itisrequestedthatthe documents be returned toOCEDnolatterthanMarch5,
2004.
If youhaveanyquestionsor concerns,please callyour contracts officer,Richard Hobennan,at
(305)375-3472.
Sincerely,incerei
Felipe/M.Rivero III
Supervisor
Contracts Management and Monitoring Section
Enclosure
C:\WMDOWS\Desktop\WORD PRO DOCUMENTSVOTYOFSOUTHMIAMIFY03CDBGAMEND ONRdoc
LastsavedbyRichardHobennan2/24/049:49AM
iDECEIVEfl
'FEB 24 2004 **
CITY MANAGER'S OFFICE
AMENDMENT ONE TO FY 2003 CDBG CONTRACT
BETWEEN
MIAMI-DADE COUNTY
AND
CITY OF SOUTH MIAMI
The FY 2003 CDBG Contract between Miami-Dade County and the City of South Miami
executedonMarch 5,2003,isamendedasfollows:
1.ParagraphIV.A.2.Effective Date
The Contractor and OCED Agrees:
This contract shall expire on June 30.2004.Any costs incurred bythe
Contractor beyond this date will notbe reimbursed bythe County.
2.Theeffectivedate of thisamendmentisDecember 31,2003.
3.Attachments A&Barerevisedas indicated in Attachments A&B.
Except for the change enumerated above,all other provisions ofthe contract shall remain in full
force and effect.
This Amendment isherebymadeapart of thecontract.
THIS SPACE IS INTENTIONALLY LEFT BLANK
IN WITNESS THEREOF,the parties hereto have caused this eleven (11)page amendment
to be executed by their undersigned officials as duly authorized,this day of,2004.
CONTRACTOR:
CITY OF SOUTH MIAMI
BY:
NAME:Maria Davis
TITLE:Citv Manager
DATE:
Witness:
BY:
TITLE:Citv Clerk
CORPORATE SEAL:
Federal ID Number:R-59-6000431
Resolution #:R-1482-02
Contractor's Fiscal Year Ending Date:
MIAMI-DADE COUNTY
BY:
NAME:George M.Burgess
TITLE:County Manager
ATTEST:
BY:
TITLE:Clerk,Board of County
Commissioners
AMENDMENT ISNOTVALID UNLESS SIGNED AND DATED BYBOTHPARTIES
ATTACHMENT "A"
SCOPE OF SERVICES
FY 2003
Project 10/ProjectTitle/Priority/
Local ID Objective/Description
HUD Matrix Code/Title/Funding Sources
Citation/Accomplishments
0011
S.MIAMI
CITY OF S.MIAMI CHURCH STREET.59 PL IMPMTS 03K Street Improvements
Infrastructure 570.201(c)
8216People (General)
RECONSTRUCTION OF2.000 LFOF SIDEWALK,BIKE LANE.TREE
PLANTING AND OTHER STREET IMPROVEMENTS.
Helpthe Homeless?
Help those withHIVor AIDS?
Eligibility:
Subreclpient:
Location(s):
No
No
Start Date:01/01/03
Completion Date:12/31/03
570.208(a)(1)-Low/ModArea
Local Government
Addresses
CDBG
ESG
HOME
HOPWA ,
TOTAL
TotalOther Funding
$172,000
$0
$0
$0
$172,000
$0
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TOTALACTIVITYCOSTS:
TOTALAVAILABLEFUNDINO{NON-
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UNITS:,
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Total
CITY OF SOUTH MIAMI
DetailBudgetand Justification
Reconstruction of SW 59th Place
PERSONNEL SERVICES
ProjectAdministration
CONTRACTUAL SERVICES
Audit
OPERATING EXPENSES
__1
Non-
OCED
SO
$0
CAPITAL OUTLAY
Infrastructure Improvements CsKsZ**$39,000
$39,000
OCED
$0
$0
$172,000
$172,000
*Non-OCED funding Source:City of South Miami
Total
$0
$0 J
$211,000
$211,000
DETAILED BUDGET FUNDING SOURCE
PLEASE GROUP DETAILED COSTS FROM ATTACHMENT 25
INTO THE FOLLOWING CATEGORIES.TOTALS MUST AGREE.
AGENCY NAME:Citv of South Miami ^__
PROPOSED ACTIVITY NAME:Reconstruction of SW59m Place
TOTAL PROPOSED ACTIVITY COST:$172,000
SOURCES OF FUNDS
CDBG
OTHER COUNTY FUNDS
HOME
SURTAX
SHIP
ESG
BANK FINANCING
OTHER SOURCES:
(DESCRIBE)
City of SouthMiami
South Miami CRA
TOTALS
AMOUNT
APPLIED FOR
$172,000
$172,000
AMOUNT
COMMITTED
$100,000
$39,000
$139,000
TOTALS
$272,000
$39,000
$311,000
USES OF FUNDS
CDBG COUNTY BANK
FINANCING
OTHER
SOURCES
TOTALS
ADMINISTRATION 0 0 0 0 0
OPERATING
EXPENSES
0 0 0 0 0
CAPITAL OUTLAY 272,000 0 0 39,000 311,000
TOTALS 272,000 0 0 39,000 311,000>,
ADMINISTRATION EXPENSES:GENERAL COSTS SUCH AS OVERHEAD OR
PERSONNEL,INCLUDING PRORATEDCOSTS.
OPERATING EXPENSES:COSTS DIRECTLY RELATED TO THE ONGOING
OPERATION OF THE PROPOSED ACTIVITY.
*kTWis ^cJu.4**f^CXtiov C o ^(r-^o^do
ATTACHMENT "A"
SCOPE OF SERVICES
FY 2003
Project ID/Project Title/Priority/
Local ID Objective/Description HUU[Matrix Code/Title/hunding Sources
Citation/Accomplishments
0484
SMIAMI
CITYOFS.MIAMI COMMUNITY POOL
Public Facilities
Design ofa community pool at Murray Park.
No
No
03F Parks,RecreaUonal Facilities CDBG
ESG
570.201(c)HOME
HOPWA
1 Public Facilities
TOTAL
Start Dale:01/01/03
Completion Date:12/31/03
Total Other Funding
Helpthe Homeless?
Help those withHIVor AIDS?
Eligibility:
Subrecipienk
Locatiqn(s):
570.208(a)(1)-Low/ModArea
Local Government *
Addresses
6701 SW58 PLACE,SOUTH MIAMI.FL
$20,000
$0
$0
$0
$20,000
$0
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CITY OF SOUTH MIAMI
Detail Budgetand Justification
Conceptual Design Phase for Community Pool at Murray Park I
Non-
OCED OCED Total
L PERSONNEL SERVICES
ProjectAdministration $0 $0 $0
n.CONTRACTUAL SERVICES
Audit $0 SO $0
m.OPERATING EXPENSES
IV.CAPITAL OUTLAY
Infrastructure Improvements $0 $20,000 $20,0
Total $0 $20,000 $20,000
Qp^OMbW*
COUMUKITYANDECOWJMICDEVELOPMENT PROGRESS REPORT
For FY 2004
PART 1i Activity Information
1.Agency Name:_
2.ProjectTitle:
'Select Quarter (S)
1st JAN-MAR
2nd APR-JUN
3rd JUL-SEP
ANNUAL REPORT
3.Activity Name:4.Category:.
S.Activity Address:6.Commission District:
7.ActivityDescription:_
8.EDIS No.9.Source:10,Grantee Activity #:.
11.MatrixCode:12.IndexCode:13.NationalObjective:
ENTER YES (Y)OR NO (N)FOR QUESTIONS 14 TO 17
14.Help Prevent Homelessness?:.15.Help Those With HIV/AIDS?:
16.Primarily HelpPersonsWithDisabilities?:.17.GenerateProgramIncome?:,
INDICATE ALL THAT APPLY WITH "X"FOR QUESTIONS 18 TO 24
18.Section 108:_19.One-For-One Replacement 20.Displacemenfc 21.FloatFunded:,
22.Special Assessment 23.Revolving Fund:24.Favored Activity:
25.FloatPrincipal Balance:
26.IndicateiftheactivityislocatedinCDFIAreaorStrategyArea C/S:_
27.Area Identifier
28.Unliquidated Obligations:
PART2;Area Benefit Information (complete this part if the national objective is LMA)
1.Percentof Low/Mod inService Area:2.SurveyorCensusTractdetermination?(S/C):
3.Census Tract*4.Block Groups:,
Page1 of 12
1/7/04 8:49 AM
PART 3:Direct Benefit Information fcomplete this part if the National Objective is LMp.LMH,LMJ
1.Countsby Households orPersons?(H/P):
2.TotalNumber Benefiting from the Activity:.3.Number of Female Headed Households:
4.NumberofpersonsservedinEntitlementArea:.
5.Number of persons served outside of Entitlement Area:
6.Method of Verification by the Agency:.
7.Presumed Benefit?(Y/N):8.Nature/Location?(Y/N):.
9.Nature/Location Narrative:.
Direct Benefit by Ethnic Category
Black American Native American Asian Black Amencan Other Asian/Hispanic Totals
Indian/Hawaiian/Indian/&African Indian/Multi-Pacific
American Alas lam
Native
Other Pacific
Islander
Alaskan
Native
&White
White American
&White
Alaskan
Native
&Black
African
American
Racial Islander
Direct Benefit by Income Category
MOD
LOW EXTREMELY LOW TOTAL
PART 4:Slum/Blight Area Information (complete this part if the National Obiective is SBA)
1.Boundaries:.
2.PercentageofDeterioratedBuildings:
4.Slum/Blight Designation Year:
_3.Public Improvement/Condition:.
PART 5:Job Creation/Retention Information (complete thi s oart if the National Obiective is LMJ)
Table 1
Type Interest Rate Amortization Period .Amount
CDBG Direct Loan
CDBG Deferred Payment
CDBG Grant
CDBG Other
Page2of12
1/7/04 8:49 AM
Table 2-Job Creation/Retention Information
Type
Total Job Count-
Full TimeJob'
Total Job Count -
Full Time-Low/Mod
Total Hours
Part time
Total Hours-Part
Time-Low/Mod
Percent of
Low/Mod Jobs
Expect to Create
Expect to Retain
Actually Created
Actually Retained
PART 6;CDBG Multi-unit Activitv Set Up and Completion Informationffor LMH activities)
Table 1
Units Total Occupied Occupied Low/Mod
#of Units at Start
#of Unitsexpectedat
Completion
#of Units actually Completed
Table 2
Jipe.Authorized Costs Actual Costs
CDBG
Other
Total
PART 7:Displacement Information (complete this part if displacement has occurred)
Type
Displaced
From
Remaining In
Relocated To
Census Tract
Or City
White Black Hispanic Asian/Pacific American
Indian/Alaskan
PART 8g Replacement information (complete this part If One-for One Replacement has occurred)
Tv£L
#of Bedrooms
Demolished/Converted Address Replacement Address
Agreement executed date
Available Date
PART 9;Activitv Status/Accomplishments Information (complete this part for all types of activities)
1.Activity Status (Circle One):1.Cancel 2.Completed 3.Underway
(An activity isconsideredtobe completed whenitmeetstheNational Objective andafterallthefundsaredrawn)
2.Proposed Accomplishment Type:3.Proposed #of Accomplishment Unit/s:
4»Actual Accomplishments Type:5.Actual#of Accomplishment unit/s during the year:
6.Environmental Assessment Code:2-CreateProgram Income?(Y/N):
Page3 of 12
ltf/04 8:49 AM
Accomplishment narrative for the Current Program Year (Please make sure that accomplishments during the current year are only included.
Maximum 6 lines)
By signing below I,.»verify thatthe information in thisreportis
accurateandappropriaterecordshavebeenmaintained.
Prepared By:Pate:,
ReviewedBy:Date:
FOR OCED 1
Verified for completeness and accuracy by:
Contract Officer:
Planner:
CMM Section Supervisor:
JSE ONLY
Date:
Date:
Date:
Planning Section Supervisor:
Division Director:
Admin.Support Staff:
Date:
Date:
IDIS UPDATE
Page4 of 12
1/7/04 8:49 AM
QUARTERLY PROGRESS REPORT INSTRUCTIONS
PART 1,ACTIVITY INFORMATION
1.AgencyName:EntertheName of theAgency
2.Project Title:AgencyAcronym and theTideofthe Project (60 characters maximum)
3.ActivityName:Agency Acronym and the name ofthe activity (40 characters maximum)
4.Category:Enter the Category ofthe activity (e.g.Housing,Public Service,Ecc.Dev etc.)
5.Activity Address:Enter the complete address ofthe location where the activity is taking place
6.Commission District:Enterthe Commission District#wheretheactivityistakingplace
7.Activity Description:Enter briefdescription ofthe activity (120 characters maximum)
8.IDIS No.:Enter IDIS No.of theactivity.
9.Source:Enterthefundingsource(e.g.HOME 95).
10.Grantee Activity #:EntertheGrantee Activity No.(E.g.B.00.020.235)
11.Matrix Code:HUDCode applicable tothe activity.
12.Index Code:Enter the Index Code from FAMES
13.NationalObjective:Enterthe National Objective applicable totheactivity.
14.Help Prevent Homelessness?:Enter Yifthe purpose ofthe activity isto prevent homelessness;otherwise enter N.
15.Helpthosewith HTV7AIDS?:Enter Yifthe purpose ofthe activity istohelp persons withHIV/AIDS;otherwise enter N.
16.Primarily Help Persons With Disabilities?:EnterYifthe purpose of theactivityis primarily helppersonswith disabilities;
otherwise enter N.
17.GenerateProgramIncome?:EnterY if thisactivityisexpectedto generate Program Income;otherwiseenterN.
18.Section 108:EnterX if thisactivityisfundedinwholeorinpartusingproceedsfromloansguaranteedunderSection 108.
19.Oneforone Replacement:EnterX if thisactivityisa One-For-One Replacement Activity
20.Displacement:EnterX if thisactivityinvolvea displacement activity
21.Float Funded:EnterX if thisactivityisaFloatFundedactivity
22.Special Assessment:Enter Xifthis activity isa public improvement activityforwhicha special assessmentwillbe levied.
23.RevolvingFund:EnterXifthisactivityisfunded through arevolving rand.
24.Favored Activity:EnterX if thisactivityisaneconomicdevelopmentactivitythatis of importantnationalinterestand
thereforemaybeexcludedfromtheaggregatepublic benefit calculation.
25.FloatPrincipalBalance:Enterthe Float principal balance if thisisafloatfundedactivity
26.Indicate if the activity is located in CDFI Area or Strategy Area:EnterCorSdependingupon whether thisactivityis
locatedinaCommunity Development FinancialInstitution (CDFI)oraNeighborhoodRevitalization Strategy Area.
27.Area Identifier:If youenteredCorSinthepreviousfield,entertheAreaIdentifier.
28.UnliquidatedObligation:Entertheamount of orders placed.Contracts and grants awarded,goodsandservicesreceived,and
similartransactions forwhichanexpenditurehasnotbeenreportedas of theend of thereportingperiod.
PART 2.AREA BENEFIT INFORMATION
1.Percent of Low/Mod in service area:Enterthepercentage of low/modpersonsinthe service area.
2.Survey orCensus Tract determination:Enterthemethodbywhichthepercentage of low/mod inthe service areawas
determines.EnterS for Survey andC for Census.
3.Census Tract Enter the Census Tract for the LMA Service Area.
4.Block Groups:Enterthe Block Groups associated withtheCensus Tract
PART 3.DIRECT BENEFIT INFORMATION(complete this part if the National Objective is LMC LMH or LMJ)
1.Counts by Households or Persons?(H/P):EnterPfor LMC orLMJ activity andHfor LMH activity.
2.Total Number Benefiting from Activity:Enterthetotalnumber of persons benefiting fromtheactivity.
3.Nmnber ofFemaleHeadedHouseholds:Enterthetotalnumber of femaleHeadedHouseholds.ThisfieldisnotapplicabletoLMCandLMJ
activities.
4.Number ofpersonsservedin Entitlement Area:EnterthetotalnumberpersonsservedinEntitlementArea
5.Number of persons served outside of Entitlement Area:Enterthetotal number of personsserved outside of the Entitlement Area.
6.Method of verification by the Agency:Enterthemethodusedbythe Agency indeterminingthe number of personsservedinsideand
outside of the Entitlement Area.
7.Presumed Benefit?(Y/N):EnterY if this activity isdesignedto exclusively serveacategory of personspresumed by HUDtobe low/mod
income.Please notethatpresumedbenefitgroupsarelimitedto:abused children,batteredspouses,elderlypersons,disabledadults,illiterate
adults,persons livingwithAIDS,homelessandMigrant Farm Workers.Thisfieldisnot applicable toLMHand LMJ activities.
8.Nature/Location:EnterY if theactivityisconsideredlow/modbecause of thenature of theactivityandtheplaceitis being carried out
Thisfieldis not applicabletoLMHandLMJactivities.
9.Nature/Location Narrative:Entera description of how theNature/Location of the activity benefits a limited clientele,atleast51%of
whom are low/mod income.
PART 45 SLUM/BLIGHT AREA INFORMATION (complete this part if the national obiective is SBA)
Page5 of 12
1/7/04 8:49 AM
1.Boundaries:Entera description ofthe boundaries of slum/blight area (180 characters maximum)
2.%ofdeterioratedbuildings:Enterthe percentage of buildings thatwere deteriorated whentheareawasdesignatedasslum/blight
3.PublicImprovement/Condition:Enterabriefdescription identifying each type of improvement located within the area andits condition at
thetimetheareawasdesignatedslum/blight(40 GharaGters maximum)*—...........-
4.Slum/Blight DesignationYear:Entertheyearthearea was designated asslum/blight
PART 5s JOB CREATION/RETENTION INFORMATION (complete this part if the National Objective is LMJ
Table1:DirectorDeferred Payment LoanInformation:If CDBG assistance forajob creation/retention activity isprovidedinthe form ofa
loan,entertheInterestRate,AmortizationPeriodandtheAmount
CDBG Grant Amount:IfCDBGisbeingusedto provide assistance inaformotherthanadirector deferred loan,enterthe amount
provided forthisactivity.
Table2:Enter the information aboutjobs expected to create,expected to retain,actually created and actually retained.
PART 68 CDBG MULTI-UNIT ACTIVITY SET UP AND COMPLETION INFORMATION
Table1:Enterdetailsof#ofunitsat start,#ofunitsexpectedat completion and#ofunits actually completed
Table 2:Biter the details of costs associated with the activity.
PART 7s DISPLACEMENT INFORMATION
Biterthe requested displacement information inthetable
PART 88 REPLACEMENT INFORMATION
EntertherelevantinformationinthetableregardingReplacementasaresultofthis activity.
PART 98 ACTIVITY STATUS/ACCOMPLISHMENTS INFORMATION(complete this part for all types of
activities)
1.Activity Status:Circle 1,2 or3.Pleasenotethatan activity is considered tobe completed onceit meets its national objectiveandallthe funds
are drawn from IDIS.
2.Proposed Accomplishment Type:Biter l=People,4=Households,8=Businesses,9=Organizaiions,10=Housing Units,ll=Pub!ic Facilities,
13=Jobs.
3.Proposed#ofaccomplishment Unit/s:Biter the proposed #ofunitstobe accomplished.
4.Actual accomplishment type:Biter theactualaccomplishment type.
5.Actual#ofaccomplishment units during the yean Entertheactualunits accomplished.
6.Environmental Assessment Code:Biter A=Exempt,C=Completed,D=Underway
7.Create Program Income:Enter YesorNo.
Page6 of 12
1/7/04 8:49 AM
SECTION LT:FISCAL INFORMATION
GENERAL INSTRUCTIONS
BUDGET AND EXPENDITURES
APPROVED BUDGET
PROJECTED
REIMBURSED
ACTUAL
PROJECTED EXPENDITURES
FOR NEXT REPORTING
PERIOD
PROJECTED CUMULATIVE
EXPENDITURES BY THE END
OF CONTRACT PERIOD
1/7/04 8:49 AM
Thisportionofthereportmustincludeonly OCED fundsand
expenditures coveredbyyourorganization'scontractwith OCED.
Thissection of thereportcovers fiscal activities fromthe
beginningofthecontractdatethroughthe cut-off datecoveredby
the report.
For eachcategory,listtheamount of funds allocated inthemost
recentapprovedOCEDbudgetforyour contracted activity.
Listtheprojectexpendituresthroughthe cut-off date ofthereport
foreach of the budget categories.
list thecontractexpendituresthatOCEDhas reimbursed toyour
organization throughthe cut-off date of thereport.
List ALL the contract expenditures,whether or not they have been
reimbursed bytheCounty,OCED,that your agency incurred
through the cut-off date of the report.
list allthe expenditures that your organization anticipates willbe
incurred inthe implementation of the contracted activities through
the end of next reporting period.
Listall expenditures thatyour organization anticipates willbe
incurred inthe implementation of the contracted activities through
the end of the contracted period.
Page7 of 12
PART A:
INSTRUCTIONS:
BUDGET AND EXPENDITURES
Completethechartfortheentireamountcoveredbythe agreement.
CUMULATIVE EXPENDITURES THROUGH PROJECTED PROJECTED
END OR CURRENT REPORTING PERIOD EXPENDITURES CUMULATIVE
FOR NEXT EXPENDITURE f
REPORTING BY END OF
CATEGORY APPROVED BUDGET PROJECTED REIMBURSED ACTUAL PERIOD CONTRACT \
PERIODi
PERSONNEL \
CONTRACTUAL
OPERATING COSTS
COMMODITIES
CAPITAL OUTLAY
TOTALS :
PARTB:PROGRAM INCOME USAGE
1.Doesthis activity generate Program Income?Yes.
2.IfYes,indicatetheamountgeneratedthisquarter.$
No
3.Projected use of Program Income (Respondonly ifttl isanswered"Yes")
Page 8 of 12
1/7/04 8:49 AM
SECTION HI:MINORITY BUSINESS ENTERPRISE DATA
SPECIFIC INSTRUCTIONS
NAME OF CONTRACTOR/
SUBCONTRACTOR OR
VENDOR,ADDRESS,AND
TELEPHONE NUMBER:
VENDOR ID#:
PRIME CONTRACTOR ID #:
RACE/ETHNIC GROUP:
TYPE OF TRADE:
AMOUNT OF CONTRACT/
SUBCONTRACTOR
PURCHASE:
TOTAL:
AFRICAN AMERICAN CHART
NUMBER OF CONTRACTORS,
SUBCONTRACTORS,OR
VENDORS
TOTAL DOLLARS AWARDED:
PERCENTAGE OF TOTAL
ACTIVITY:
1/7/04 8:49 AM
Enter this information only once on each report for each firm
receivingfunds through your organization's contract with
OCED.
Enter the Employer Number that LR.S.hasassignedtothe
Vendor/Subcontractor.Each vendor must have unique
identifier.
EntertheEmployerNumber that LR.S.hasassignedtothe
Prime Contractor asa unique identifier.This information must
be provided foreach vendor listed.
Enter the numeric code (1 through 6)that identifies the
racial/ethnic background of the owner(s)and controllers)of
51%of the business.If 51%of the business is not controlled by
any singleracialor ethnic group,then enter the code that seems
most appropriate.The codes are listed at the bottom of the
form.
Enter the numeric code that best describes the
contractor's/subcontractor's/vendor's services.The codes are
mentioned in the front of this page.
Enter the total amount expended for goods,services,supplies,
and/or construction costs for each vendor,contract and
subcontract In cases where commodities or equipment
purchases comprise the majority of the expenditures for the
period,then combine all expenses for the reported period.
Enter the total amount of dollars expended on goods,services,
supplies,and/or construction for all contracts,subcontracts,
and
purchases that occurred during the reporting period.
Enter number of African American firms that transacted
business with your organization during the reporting period.
This information must be reported for organizations with at
least 51%African American ownership or control..
Enter the total dollars paid to African American firms during
the reporting period.
Enter the percentage of total dollars received by African
American firms from funds expended by your organization
during the reporting period.
Page9 of 12
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U.S.HUD SECTION 3 REPORT
'ART THREE-SUMMARY -Indicates theeffortsmadetodirecttheemploymentandother economic opportunities
eneratedbyHUD financial assistanceforhousingand community development programs,to the greatest extent
?asible,toward low -and very low-income persons-,particularly thosewhoarerecipients of government assistancefor
ousing.(Checkallthatapply.)
PI Attemptedto recruit low-income residents through:local advertising media,signsprominently displayed atthe
projectsite,contracts with community organizationsandpublicorprivateagencies operating within the
metropolitanarea(or metropolitan country)in which the Section 3coveredprogramor project is located,or
similar.
•Participated inaHUDprogramorotherprogramwhichpromotesthetrainingor employment of Section3
Residents.
n Participated inaHUDprogramorotherprogramwhichpromotestheaward of contractsto business concerns
which meet the definition of Section 3 business concerns.
•Coordinated withYouthbuild Programs administered inthe metropolitan area inwhichtheSection3 covered
projectislocated.
•Other,describebelow.
Page11 of 12
/04 8:49 AM
SECTION IV;U.S.HUD SECTION 3 REPORT
Economic Opportunities forLow&VeryLow-IncomePersonsinConnectionwithAssistedProjects
AGENCY NAME:PROJECT NAME:
AGENCY ADDRESS:
REPORT REVIEWED/APPROVED BY:
(SIGNATURE)
CONTRACT AMOUNT:$.
PERIOD REPORTED:QTR123
(ORCIJB ONE)
TELEPHONE*:
PART ONE -EMPLOYMENT &TRAINING-Tobe completed for each project and submitted quarterly to OCED by
April 15,July15,October15andJanuary15.
JOB CATEGORY A
Total
New
Hires
(Total of
Column
G.1/5)
B
Total New
Hires who
are
Section 3
Residents
C
%of New
Hires that
are
Section 3
Residents
(B/A)
D
Total
Employee
Trainee
Hours
worked
E
Total
Employee
Trainee
Hours
Worked
by Section
3 Residents
F
%of
Employee
Trainee
Hours
Worked by
Section 3
Residents
(E/D)
G
RACIAL/ETHNIC CODES
1
White
Amer.
2
African
Amer.
3
Native
Amer.
4
Hispanic
Amer.
5
Asian or
Pacific
Amer.
PROFESSIONAL
TECHNICIAN
CLERICAL
CONSTRUCTION
BY TRADE
(LIST)
TRADE:
TRADE:
TRADE:
TRADE:
TRADE:
OTHER:
TOTAL:
PART TWO-SUBCONTRACTS AWARDED -for goods and services associated withthisproject
TYPE OF
CONTRACT
A
TotalS
Amount of
Contracts
Awarded
B
Total$
Amount of
Contracts
Awarded to
Section 3
Businesses
C
%BTO
A
D
NUMBER OF SECTION 3 BUSINESSES RECEIVING CONTRACTS BY
RACIAL/ETHNIC IDENTIHCATION
1
White
American
2
African
American
3
Native
American
4
Hispanic
American
5
Asian-
Pacific
American
6
Hasidic
Jew
CONSTRUCTION
NON-
CONSTRUCTION
1/7/04 8:49 AM
Page12 of 12-ProgressReport
Contract andSubcontractActivity U.S.Department of Housing and Urban Development
Public Reporting Burden for thfe collection of Information is estimated to average .50 hours per response,Including the time for reviewing Instructions i
collection of Information.This information is voluntary.HUD may not coiled this information,and you are not required to complete Ms form,unless o
a'Sua^
1.Gnmtee/ProJoetCvmorftoveloperfSponser/BtdWer/Agency ————————————————
OMB Approval No.:2577-0088 (exp.06/30/2004)
2502-0355 (exp.10/31/2004)
_data sources,gathering and maintaining tha data needed,and completing and reviewing the
acurrently vaSd OMBControlNumber.
Chock If:
PHA
I HA
2.Location (City,State,ZIPCode)
3a.Nams ofContactParson 3b.Phono Number (tndudng Area Coda)A.Reporting Parted
[J Ocl.1-Sept.30 (Annual-FY)
QnntfProJect Numberor
HUD Cat*Number or
cthsrfcJentlflcatf onof property.
subdivision,dwetlng unit,etc
7a.
Amount ot
Contract
or8uboontract
7b.
Typeof
Trad*
Cod*
(Sea
below)
7c.
Contractoror
Subcontractor
Business
Radal/Ettmlo
Coda
(See below)
7d.
7ct Type of Trade Codes:
CPD:Houston/Public Housino:
1-New Construction 1 =NewConstruction 6 •Professional
2 »Education/Training 2 a Substantial Rehab.7«Tenant Services
3"0,hef 3-Repair a»EducatlorwTrainlrtg
4 •Service o -ArchVEngrg.AppraisalSoProtectManol.0 a other
Previouseditionsareobsolete.
Woman
Owned
Bustnass
(Yes or
No)
7e.
Prime Contractor
IdenWeaUonflD)
Number
Sec.
3
Subcontractor
Identification (ID)
Number
7l.7g.7h.
7d:Racial/Ethnic Codes:
1»White Americans
2 a Black Americans
3 a Native Americans
4 s Hbpanlo Americans
5 a ABlan/Paclflc Americans
6=Hasldlo Jews-
Name
5.Program Coda (Not applicable for CPD programs.)
See explanation of codee atbottomofpoge.
Useaseparatesheetforeach program code.
Contractor/Subcontractor Nameand Address
71.
Street
6.Date Submitted toField Ottce
Ctty Zip Code
5:Program Codes(Complete tor Housing and Public end Indian Housing programs only):
1 a AD Insured,Including Section85aSection202
2 a Flexible Subsidy 6 -HUD-Hetd (Management)
3 a Section8Noninsured,Non-HFDA 7«Public/Indian Housing
4 a Insured (Management
form HUD-2516 (8/88)
This report istobocompleted bygrantees,developers,sponsors,builders,agencies,
and/or project owners for reporting contract andsubcontract activities of $10,000 or
more under the following programs:Community Development Bbck Grants (entitle
ment arid smalt cities);Urban Development Action Grants;Housing Development
Grants;MuMlamtly Insured and Nonlnsured;Public and Indian Housing Authorities;
andcontractsenteredintobyrecipientsofCDBGrehabilitationassistance.
Contracls/subcortlracts oflessthan $10,000 needbe reported onlyifsuch contracts
represent a significant portion ofyourtotal contracting activity.Include onlycontracts
executedduringthis reporting period.
This form hasbeen modified to capture Section 3 contract datain columns 7gand71.
Section 3 requires thatthe employment andothereconomic opportunities generated
byHUD financial assistance for housing andcommunity development programs shall,
tothe greatest extent feasible,be directed toward low-andvery low-income persons,
particularly thosewho arerecipients ofgovernment assistance Ior housing.Recipients
using this formtoreportSectionScontractdatamustalsousePart I ofform HUD-
60002toreportemploymentandtrainingopportunitiesdata.Form HUD-2516 Istobe
Community Development Programs
1.Grantee:EnterthBnameofthe unit of government submitting this report.
3.ContactPerson:Enter nameandphoneof person responsible for maintaining
and submitting contractisubcontract data.
7a.GrantNumber:Enter the HUD Community Development BlockGrant Identifica
tionNumber(with dashes).Forexample:B-32-MC-25-0034.ForEntitlement
Programs and Small City multi-year comprehensive programs,enterthelatest
approvedgrantnumber.
7b.Amount of Contract/Subcontract:Enterthedollaramountroundedtothe
nearest dollar,tl subcontractor ID number is provided in 71,the dollar figure would be
for the subcontract onlyandnotforthe prims contract.
7c.Typo of Trade:EnterthenumericcodeswhichbestIndicatesthecontractor's/
subcontractor's service.Ifsubcontractor ID number Isprovided in71.,thetypeoftrade
codewouldbe forthe subcontractor onlyandnotlorthe prime contractor.The 'other*
category includes supply,professional sen/ices and all other activities except con
structionand education/training activities.
7d.Business Raclal/Ethnic/Gender Code:Enterthe numericcodewhichindicates
the racial/ethnic /gender character ofthe owner(s)and controtlsrfa)ol 51%ofthe
business.When 51%ormora isnot owned and controlled byany Bingle racial/ethnic/
gendercategory,enterthecode which seemsmost appropriate.Ifthe subcontractor
ID number is provided,the code would apply tothe subcontractor and not tothe prime
contractor.
70.Woman Owned Business:Enter Yes orNo.
71.Contractor Identification (ID)Number:Enterthe Employer (IRS)Number ofthe
Prime Contractor asthe unique identBierfor prime recipient ol HUD funds.Note that
thaEmployer (IRS)Number mustbe provided foreach contract/subcontract awarded.
7g.Section 3 Contractor:Enter Yes orNo.
7h.Subcontractor Identification (ID)Number:Enter theEmployer (IRS)Number
ofthe subcontractor asthe unique identifier for eachsubcontract awarded from HUD
funds.When the subcontractor ID Number Is provided,the respective Prims
Contractor ID Number mustalsobe provided.
71.Section 3 Contractor:Enter Yes orNo.
71.Contractor/Subcontractor Name and Address:Enterthls Information for each
Previous editions are obsolete.
completed for public and Indian housing andmostcommunity development programs.
Form HUD-60002 istobe completed by all other HUD programs including State
administered community development programs covered under Section 3.
A Section 3 contractor/subcontractor Is abusinessconcern that provides economlo
opportunities tolow-andvery tow-income residentsofthe metropolitan area(or
nonmetropolitan county),including abusinessconcern thatIs SI percent ormore
'ownedby low-orvery low-Income residents;employsa substantial number of tow-or
very low-income residents;or provides subcontracting orbusiness development
opportunities tobusinessesownedbytow-orvery tow-Income residents.Low-and
very low-income residents Include participants in Youthbuild programs established
underSubtitle Dof Title IVofthe Cranston-Gonzalez National Affordable Housing Act.
Theterms "low-income persons*and "very low-income persons*havethesame
meaningsgiventheterms Insection3(b)(2)ofthe United States Housing Actof 1037.
Low-income personsmean families (Including singlepersons)whoseincomesdonot
exceed BO percentumolthemedian Income forthearea,as determined bythe
Secretary,with adjustments for smaller and larger families,exceptthattha Secretary
firm receiving contract/subcontract activity only one timeoneach report for each firm.
Multrfamily Housing Programs
1.Grantee/ProjectOwner:Enterthanameofthe unitof government,agencyor
mortgagorentitysubmittingthisreport.
3.ContactPerson:Sameas Hem 3underCPDPrograms.
4.Reporting Period:Checkonlyoneperiod.
5.ProgramCode:Enterthe appropriate program code.
7a.Grant/Project Number:Enterthe HUD Project Number or Housing Develop
mentGrantor number assigned.
7b.Amountof Contract/Subcontract:Sameasitem7b.underCPD Programs.
7c.Type ofTrade:Same asitem7o.underCPDPrograms.
7d.Business RaelaWEthnle/Gender Code:Same as Hem 7d.underCPDPro
grams.
7a.Women Owned Business:Enter Yes or No.
7f.Contractor Identification (ID)Number:Sameas Hem 71.under CPD Programs.
7g.Section 3 Contractor:Enter Yes orNo.
7h.Subcontractoridentification (ID)Number:Sameas Item 7h.underCPD
Programs.
71.Section 3 Contractor:Enter Yes orNo.
7j.Contractor/Subcontractor NameandAddress:Sameasitem7j.under CPD
Programs.
mayestablishIncomeceilingshlgherorlowerthan80per centum olthBmedian forthe
areaonthebasisolthaSecretary'sfindingsthatsuchvariationsarenecessary
becauseof prevailing levelsof construction costsor unusually high or low-Income
families.Verylow-Incomepersonameans tow-income families (including single
persons)whoseIncomesdonot exceed 50percentumofthemedian family income
forthearea,asdeterminedbytheSecretarywithadjustmentsforsmallerandlarger
families,exceptthattheSecretarymayestablishIncomeceilingshigherorlowerthan
SOpercentumofthemedianfortheareaonthebasisoftheSecretary'sfindingsthat
suchvariationsare necessary because ofunusuallyhighorlowfamilyIncomes.
Submittwo(2)copiesofthisreporttoyourlocal HUD Officewithinten (10)daysafter
theendoftha reporting periodyouchecked in item4onthe front.
Complete Item 7h.onlyonceforeach contractor/subcontractor oneachsemi-annual
report.
Entertheprime conrractci'a ID In Item 71.forallcontractsandsubcontracts.Include
onlycontractsexecutedduring this reporting period.PHAs/IHAs aretoreportall
contracts/subcontracts.
Public Housing and Indian Housing Programs
PHAs/IHAs aretoreport all contmctsrsubcontracts.Includeonlycontracts executed
duringthisreportingperiod.
1.Project Owners Enter the name of the unitof government,agency ormortgagor
entitysubmitting this report.Checkboxas appropriate.
3.Contact Person:Same asitem3underCPDPrograms.
4.Reporting Period:Check onlyoneperiod.
5.ProgramCode:Enterthaappropriateprogramcode.
7a.Grant/Project Number:EntertheHUDProjectNumberorHousingDevelop
mentGrantor number assigned.
7b.Amount of Contract/Subcontract:Same asitem7b.underCPDPrograms.
7c.Typa ofTrade:Same asitem7c.underCPDPrograms.
7d.Business Racial/Ethnlc/Gender Code:Same as item 7d.under CPD Pro
grams.
7e.Woman Owned Business:Enter Yea or No.
71.Contractor Identification (ID)Number:Sameasltem7f.urtderCPDPrograms.
7g.Section 3 Contractor:Enter Yes orNo.
7ft.Subcontractor Identification (ID)Number:Sameas Hem 7h.underCPD
Programs.
71.Section 3 Contractor:Enter Yes or No.
7).Contractor/Subcontractor Name end Address:Same as Item 7|.underCPD
Programs.
"form HUD-2S16 (8/BS)