February 1, 2023
Arron Brown, Acting City Manager
City of Rialto
150 S. Palm Avenue
Rialto, CA 92376
Subject: Fee Proposal for CalHome Program Administration
Dear Mr. Brown,
It is with great pleasure t hat I provide you t his fee proposal to act as the Cit y’s Administrative Subc ontractor and administer the CalHome Program funds and assist with the implementation of the CalHome funded owner-occupied ho using rehabilitation program.
We have prepared this fee proposal, which will address the following: (A) our proposed scope of work, (B) the project schedule, and (C) our consulting fees.
Scope of Work
The City of Rialto is applying for up to $5 million of CalHome funds in response to the 2023 Homeownership Super NO FA released on Januar y 6, 2023. The City would like to engage the services of Avant -Garde to assist with the administration of the housing rehabilitation program and other services as needed in relation to CalHome.
Our scope of work will include the following:
➢ Act as the City’s liaison and representative to HCD
➢ Develop policies and procedures for programs funded by CalHome ➢ Develop program documents including applications, loan documents, loan servicing plan, reuse agreement, monitoring agreement, etc. ➢ Administer housing reh abilitation pro gram fo r approximately 25 homes and 50 mobile-homes
➢ Conduct as needed outreach support to promote and market the program ➢ Provide applicants contact information for general and specific questions regarding the program. Coordinate with interested/qualified applicants. Answer all public inquiries concerning the program.
➢ Perform eligibility review of applicants
o Obtain all required documents of income including pay stubs, social security, pensions, rent, etc.
o Obtain title report, property profile or other proof of property ownership o Prepare all required documents and contracts on City of approved forms 807 S. Lemon Ave, Diamond Bar, CA 91789
tel: 909.895.7146 • fax: 909.859.3881 • www.agi.com.co
➢ Create all project files that meet applicable HCD requirements regarding maintenance of documentation for monitoring and auditing purposes ➢ Prepare the informatio n needed to meet the environmental review and CEQA requirements for all assisted properties prior to rehabilitation commencing ➢ Take “before and after” photos including work to be done, work in progress, and completed improvements
➢ Construction or rehabilitation paid with HCD funds will be required to conform to HCD regulations, as applicable, and any other federal or state requirements which are associated with the grant funding source. This includes but is not limited to:
o Conduct property inspections to identify requested work eligibility under the manual guidelines, as well as meeting the City’s Building and Planning Division’s requirements.
o Prepare work write -ups, describing necessary repairs and improvements including line-item cost estimates.
o Obtain required signatures, put out to bid, perform bid opening, evaluate bids, etc.
o Keep updated Contractors’ list with all eligible requirements including proof of insurance, verification with the Excluded Parties Listing System, and California Contractor’s State License Board.
o Ensure professional plans are submitted to the Building Division and that contractors obtain permits.
o Conduct pre -construction conferences with the contractor and homeowner.
o Monitor construction for compliance with the construction contact program requirements and assure that all work is professional and includes property materials.
➢ Conduct final i nspections and close out project with all necessary lien releases, notices of completion and Building Inspector’s final. Interface with the City’ s Building and Planning Divisions as necessary.
➢ Prepare and provide (with required signatures) all payment requests to City staff, including lien releases, change orders, and all other required documents. The administrator shall ensure that property warra nty information is provided to the homeowner.
➢ Collect and report information per each application about the uses of funds at least monthly, including, but not limited to:
o Property location and activity
o Funds budgeted and expended (all funding sources)
o Beginning and ending dates of activities
o Other dat a needed to support H CD reporting requirements and performance measures
807 S. Lemon Ave, Diamond Bar, CA 91789
tel: 909.895.7146 • fax: 909.859.3881 • www.agi.com.co
o Income, family composition and other information required to document eligibility
➢ Prepare staff reports and attend City Council meetings as needed ➢ Prepare CalHome funding requests and quarterly/annual reports as needed ➢ Obtain and review after-rehab appraisals for property eligibility under value limits established in the 2023 Homeownership NOFA and 2022 CalHome Guidelines ➢ Coordinate with C ity Attorney to ensure CalHome program loans underwriting, packaging, and closing are perfor med in accordance with CalHome program requirements
Schedule and Compensation
Award announcements for the 2023 Homeownership Super NOFA are expected in June 2023. One h undred percent of the CalHome funds need to be expended within 36 months of the date the Standard Agreement is executed by the California Department of Housing and Community Development. Taking these facts into consideration, Avant- Garde anticipates work being performed from June 2023 through December 31, 2026.
Avant-Garde is committed to working with the City on an as -needed basis. Our fee will be billed on a time and material basis at the following hourly rates for a not-to-exceed fee of $475,000.
Title Rate
Program Director $130
Program Manager $110
Program Coordinator $95
Program Assistant $85
If you have any questions or need further assistance, please feel free to contact me at (323) 371-5530 or [email protected].
Sincerely,
Acceptance of Proposal:
Lissette Montoya ________________________________
Lissette Montoya City of Rialto
Vice President