HomeMy WebLinkAboutCommunity Foundation/United Way/ CDBG AGREEMENT
THIS AGREEMENT is between the City of Oshkosh, a Wisconsin municipal corporation, herein referred to as"CITY";
Oshkosh Area Community Foundation, 230 Ohio Street, Suite 100, Oshkosh, Wisconsin 54902, a Wisconsin charitable
trust, and the Oshkosh Area United Way, 36 Broad Street, Suite 100, Oshkosh, Wisconsin 54901, a Wisconsin non-profit
corporation, herein referred to as "SUBRECIPIENTS".
GENERAL DESCRIPTION
A. The City has received funding from the U.S. Department of Housing and Urban Development(HUD)under the
Title I Community Development Block Grant (CDBG) Program, to undertake projects and activities as
indicated in the City's Final Statement of Community Development Objectives and Projected Use of Funds.
The activity set forth in this Agreement's Scope of Services is one of the said activities and it is the
responsibility of the subrecipients to carry out the activities in compliance with this Agreement and other
applicable regulations referred to herein.
B. Funding under this Agreement shall be paid with 2012-2013 CDBG funds. Should the City not receive said
funds, this Agreement shall be null and void. If a portion of the CDBG funds are rescinded by Congress, the
contract amount in Article V(A)of this Agreement shall be reduced by the same percentage that is rescinded
from the City's 2012-2013 CDBG Program by Congress or HUD, or as determined by the City per applicable
HUD regulations.
C. The purpose of this agreement is to allow the subrecipients to participate in administrative activities associated
with coordinating Public Services Consortium (PSC)funding relative to the implementation of the 2012 CDBG
Action Plan, which commences on May 1, 2012 and ends on April 30, 2013.
II. SCOPE OF SERVICES
A. The subrecipients shall:
(1) Oversee a Public Services Consortium(PSC)to include no less than four members,appointed by the
City of Oshkosh Department of Community Development,whose purpose is to distribute CDBG funds
for public service activities in compliance with guidelines found in 24 CFR Part 570.201 (e).
(2) Coordinate the distribution of CDBG public service funds, as part of the PSC,for activities identified in
the Priority Community Development Needs section of the City Oshkosh 2010-2014 Consolidated
Plan.
(3) Develop and maintain a monitoring system with staff from the City of Oshkosh Department of
Community Development,which is to include quarterly reports of funded agencies, site visits,and an
annual review of funded agencies to assess agency performance and compliance with program
regulations. Performance reports will be submitted to the City no less than quarterly.
(4) Enter into approved agreements with all public service agencies funded by the PSC using CDBG
funds. Agreements will be required to be signed by the subrecipients and designated staff from the
City.
(5) Revised, as necessary,the application, program materials, program criteria, and a funding timetable
that complies with CDBG program regulations found in 24 CFR Part 570.
(6) Reimburse or make quarterly payments to public service organizations funded by the PSC upon
receipt of proper invoices.
B. The City shall:
(1) Designate the amount specified in Article V(A) in the City of Oshkosh 2012 CDBG Action Plan for
distribution to public service activities by the PSC.
(2) Obtain approval of the City of Oshkosh 2012 CDBG Action Plan from the United States Department of
Housing and Urban Development.
(3) Allocate $90,000 from the City's 2012-2013 CDBG funds to be distributed by the PSC for public
service activities in compliance with 24 CFR Part 570.201 (e)and with the priorities identified the City
of Oshkosh 2010-2014 Consolidated Plan.
(4) Provide technical assistance, training, and program materials to the subrecipients and PSC with
regard to applicable CDBG program regulations as needed.
(5) Reimburse the subrecipients for payments made to public service organizations funded using CDBG
dollars through the PSC in an amount not to exceed $90,000.
(6) Reimburse subrecipients for administrative services in a total amount not to exceed $10,000 upon
receipt of proper invoices.
C. Said services shall commence on or about May 1, 2012 and shall be completed by April 30, 2013.
• D. The subrecipients certify that the activities carried out with the funds provided under this Agreement will meet
one or more of the CDBG program's National Objectives: 1) benefit to low and moderate income (LMI)
persons; 2) aid in the prevention or elimination of slums or blight; and 3) meet a need having a particular
urgency (as defined in 24 CFR Part 570.208).
III. REPORTING REQUIREMENTS/RECORDS
A. The subrecipients shall provide a set of quarterly reports from each of the Public Service Consortium public
service providers to the City on August 30,2012, November 30, 2012, February 28, 2013,and May 30, 2013.
Additionally, the final report shall include both the last quarter as well as a yearly summary of activities along
with accomplishments.A template for the reporting will be provided to the subrecipients and shall include,at a
minimum, the following information:
(1) Amount of CDBG funds disbursed through the PSC and to which organizations
(2) Type and amount of services provided
(3) Progress towards program goals (outcome statement)
Records necessary to substantiate these reports shall be kept on file at the subrecipients' office and shall
include all documents, computer records and reports associated with this agreement.
B. Maintain a separate financial account for CDBG funds which shows all receipts, including program income,
and disbursements. All disbursements shall have documentation which substantiates that costs incurred and
paid from the CDBG account are reasonable, allowable, and allocable per applicable Federal cost principals.
Program income, as defined at 24 CFR 570.500(a), shall be reported to the City quarterly.The subrecipients
may use program income for activities specified in this agreement, but shall reduce subsequent requests for
funds under this agreement by the amount of the program income received. Unused program income shall be
returned to the City at the end of the agreement period.
C. Maintain monthly time distribution records for those employees who are either partially or wholly paid with
CDBG funds, and maintain travel records for all mileage that is submitted for payment as part of the program.
D. Provide the City with a copy of an agency audit, conducted in accordance with OMB Circular A-133, as
applicable, for any fiscal year CDBG funds were received funds under this Agreement.
E. All records required under this Agreement shall be retained for four(4)years after completion of the project,or
after all pending matters relative to this Agreement are closed.
F. The subrecipients agree to provide access to the City, HUD, the Comptroller General of the United States, or
any of their duly authorized representatives to any books, documents, papers and records which are directly
pertinent to this Agreement for the purposes of making audit, examination, excerpts and transcriptions.
IV. STANDARD PROVISIONS
A. The subrecipients agree in all hiring or employment made possible by or resulting from this Agreement,there
(1)will not be any discrimination against any employee or applicant for employment because of race, color,
sex orientation, religion, sex or national origin;and (2)affirmative action will be taken to ensure that applicants
are employed and that employees are treated during employment without regard to their race,color, religion,
sex orientation, sex or national origin.
This requirement shall apply to, but not be limited to the following: employment, upgrading, demotion or
transfer, recruitment or recruitment advertising, lay-off or termination, rates of pay or other forms of
compensation, and selection for training, including apprenticeship. There shall be posted, in conspicuous
places available to employees and applicants for employment, notices required or to be provided by Federal or
State agencies involved setting forth the provisions of the clause. All solicitations or advertisements for
employees shall state that all qualified applicants will receive consideration for employment without regard to
race, color, religion, sex orientation, sex or national origin.
B. The subrecipients will make a good faith effort to use minority and women-owned businesses in procurement
2012-2013 City of Oshkosh Community Development Block Grant 2 United Way&OACF
of supplies, and upon request of the City, must provide satisfactory evidence of such effort. Additionally, the
subrecipients agree to provide the City with the name(s)and contract amount(s)of all minority and women-
owned businesses awarded contracts on the project.
C. If the proceeds used under this Agreement result in book or other copyrightable materials,the author is free to
copyright the work, but the appropriate Federal agency involved reserves a royalty-free non-exclusive and
irrevocable license to reproduce, publish or otherwise use, and to authorize others to use all copyrighted
material and all materials which can be copyrighted.
D. Any discovery or invention arising out of or developed in the course of work aided by this Agreement shall be
promptly and fully reported to the appropriate Federal agency involved for determination by it as to whether
patent protection on such invention or discovery shall be sought and how the rights in the invention or
discovery, including rights under any patent issued thereupon, shall be disposed of and administered, in order
to protect the public interest.
E. The subrecipients agree to comply with all applicable standards, orders, or requirements issued under:
1. Clean Air Act, 42 U.S.C., 7401 et seq.
2. Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251, et seq., as amended, 1318
relating to inspection, monitoring, entry, reports, and information, as well as other requirements
specified in said Section 14 and Section 308, and all regulations and guidelines issued there
under.
3. Environmental Protection Agency(EPA) regulations pursuant to 40 CFR, Part 50, as amended.
F. The subrecipients agree to comply with mandatory standards and policies relating to energy efficiency,which
are contained in the State Energy Conservation Plan.
G. No officer, employee or agent of the City who exercises any functions or responsibilities in the review or
approval, or the carrying out of responsibilities, to which this Agreement pertains, shall have any personal
interest, direct or indirect, in this Agreement.
H. Incorporated by reference herein are OMB Circulars A-21 or A-122 as applicable,and A-110,Attachments A,
B, C, G, I, J, M, O.
V. PAYMENT FOR SERVICES
A. Contract Amount to be Distributed for Public Service Activities
The subrecipients shall coordinate the distribution of public service funds through a Public Service Consortium
and shall perform all work under this Agreement for an amount not to exceed NINETY THOUSAND DOLLARS
($90,000) or that which is designated for use by public services and approved by HUD in the 2012 Annual
Action Plan.
B. Administrative Contract Amount
The subrecipients will be compensated for administrative expenses associated with performing all work under
this Agreement for an amount not to exceed TEN THOUSAND DOLLARS ($10,000).
C. Method of Payment
Funds will be released upon receipt of proper invoice verifying eligible expenses actually incurred by the
subrecipients and approved by the City.
VI. SUSPENSION AND TERMINATION
A. When the subrecipients have failed to comply with the terms, conditions or standards of this Agreement or
applicable HUD regulations, the City may, on reasonable notice to the subrecipients, suspend the Agreement
and withhold further payments or prohibit the subrecipients from incurring additional obligations of funds,
pending corrective action by subrecipients, or a decision to terminate in accordance with paragraph B below.
B. This Agreement may be terminated for cause or convenience.
(1) TERMINATION FOR CAUSE: The City may terminate this Agreement in whole or in part at any time
before the date of completion,whenever it is determined that the subrecipients have failed to comply with the
2012-2013 City of Oshkosh Community Development Block Grant 3 United Way&OACF
conditions of this Agreement. The City shall promptly notify the subrecipients in writing of the determination
and the reasons for the termination, together with the effective date. Payments made to the subrecipients or
recoveries by the City in the event this Agreement is terminated for cause, shall be in accordance with the
legal rights and liabilities of the parties. In the event there is probable cause to believe the subrecipients are in
noncompliance with any applicable rules or regulations, the City may withhold up to fifteen (15) percent of
funds subject to this agreement until such time the subrecipients are found to be in compliance by the City,or
otherwise adjudicated to be in compliance.
(2) TERMINATION FOR CONVENIENCE: This Agreement may be terminated in whole or in part when
all parties agree that the continuation of the project would not produce beneficial results commensurate with
the further expenditures of funds. The parties shall agree upon the effective date and in the case of partial
terminations,the portion to be terminated. The subrecipient shall not incur new obligations for the terminated
portion after the effective date, and shall cancel as many outstanding obligations as possible. The City shall
allow full credit to the subrecipient for any noncancellable obligations properly incurred by the subrecipient
prior to termination.
(3) The parties shall promptly settle the terminated grant and execute a written amendment upon
settlement, which sets forth the terms and conditions of the settlement Agreement.
VII. REVERSION OF ASSETS
The subrecipients agree to transfer back to the City any CDBG funds and accounts receivable attributable to the use of
CDBG funds on hand at time of expiration of this Agreement. The subrecipients further agree that any real property
under the subrecipients' control that was acquired or improved in whole or in part with CDBG funds in excess of
$25,000 is either:
A. Used to meet one of the national objectives in CFR 570.208 until five years after expiration of this Agreement,
or such longer period of time as determined appropriate by the City; or
B. Is disposed of in a manner which results in the City being reimbursed in the amount of the current fair market
value of the property less any portion thereof attributable to expenditures of non-CDBG funds for acquisition
of, or improvement to, the property. Such reimbursement is not required after the period of time specified in
accordance with A above.
VIII. AMENDMENTS
This Agreement may be amended at any time by a written modification mutually agreeable to both parties hereto.
IX. INDEMNIFICATION
The subrecipients agree to and do hereby hold the City harmless and does hereby indemnify the City against any
claims or demands of any person or legal entity arising by reason of this Agreement.
2012-2013 City of Oshkosh Community Development Block Grant 4 United Way&OACF
This Agreement is made this \5'`e day of L6 , 2012, and is specifically binding upon the parties hereto.
OSHKOSH AREA COMMUNITY FOUNDATION CITY OF OSHKOSH
LotA I
EILEEN CON '%TLY EESLER MAR ROHLOFF
PRESIDENT AND CEO CITY,A •NAGER _
/i� -- '. "1.-
M• 7' / OGLIANESE PAMELA R. UBRIG f r/
CHAIR, BOARD OF DIRECTORS CITY CLERK �/
OSHKOSH AREA UNITED WAY APPROVED AS TO FUNDING AVAILABILITY:
! cam 4• Yea---1
,
SUSAN M. PANEK PEGGY S LNO
EXECUTIVE DIRECTOR FINANCE DIRECTOR
71A'd-,(44-0J 4--d �
APPROVED AS TO FORM:
MELIS KOHN
PRESIDENT, BOARD OF DIRECTORS r �_.
-�it.1 0 /t
\YN). •RENS1►
CI Y • TORNEY
2012-2013 City of Oshkosh Community Development Block Grant 5 United Way&OACF
AGREEMENT
THIS AGREEMENT is between the City of Oshkosh, a Wisconsin municipal corporation, herein referred to as "CITY", and
the Metropolitan Milwaukee Fair Housing Council, 600 East Mason Street, Suite 401, Milwaukee, Wisconsin 53202 and
the Fair Housing Center of Northeast Wisconsin (local satellite office of the Metropolitan Milwaukee Fair Housing Council),
4650 West Spencer Street, Suite 20, Appleton, Wisconsin 54914, a Wisconsin non-profit corporation, herein referred to as
"SUBRECIPIENT".
GENERAL DESCRIPTION
A. The City has received funding from the U.S. Department of Housing and Urban Development(HUD)under the
Title I Community Development Block Grant (CDBG) Program, to undertake projects and activities as
indicated in the City's Final Statement of Community Development Objectives and Projected Use of Funds.
The activity set forth in this Agreement's Scope of Services is one of the said activities and it is the
responsibility of the subrecipient to carry out the activities in compliance with this Agreement and other
applicable regulations referred to herein.
B. Funding under this Agreement shall be paid with 2012-2013 Community Development Block Grant
(CDBG) funds. Should the City not receive said funds, this Agreement shall be null and void. If a portion
of the CDBG funds are rescinded by Congress, the contract amount in Article V(A) of this Agreement will
be reduced by the same percentage that is rescinded from the City's 2012-2013 CDBG Program by
Congress or HUD, or as determined by the City in accordance with applicable HUD regulations.
II. SCOPE OF SERVICES
A. The subrecipient shall:
(1) Make its complaint intake and investigative services available to persons who believe that they
have experienced illegal discrimination. Staff will advise such persons on the provision of fair
housing law and available sources of remedy. As appropriate, staff will make referrals to an
attorney and/or administrative agencies.
(2) Provide referral services for clients who have non-fair housing inquiries.
(3) Make available, on a case-by-case basis, reasonable technical assistance (as determined by
subrecipient) to the City and Oshkosh residents, including housing providers and social service
agencies that conduct business in the Oshkosh.
(4) Regularly distribute fair housing educational materials to approximately eight public agencies,
social service agencies, homeless shelters, and community-based organizations that serve the
city of Oshkosh.
(5) Work with the City to conduct two collaborative presentations and one training providing
information on fair housing laws to be finalized at a later date.
(6) Have staff in the local office (Fair Housing Center of Northeast Wisconsin) participate in
approximately 12 local interagency meetings.
(7) Place listings in the yellow and white pages of the Oshkosh telephone book for the FHCNW
telephone number and the MMFHC toll-free complaint intake telephone number.
B. Said services shall commence on or about May 1, 2012 and shall be completed by April 30, 2013.
C. The subrecipient certifies that the activities carried out with the funds provided under this Agreement will meet
one or more of the CDBG program's National Objectives: 1) benefit to low and moderate income (LMI)
persons; 2) aid in the prevention or elimination of slums or blight; and 3) meet a need having a particular
urgency (as defined in 24 CFR Part 570.208).
III. REPORTING REQUIREMENTS/RECORDS
A. The subrecipient shall provide quarterly reports to the City by the end of the month following the last day of the
quarter with reports due by August 31, 2012, November 30, 2012, February 28, 2013, and May 31, 2013.
Additionally, the final report shall include both the last quarter as well as a yearly summary of activities along
with accomplishments. A template for the reporting will be provided to the subrecipient and shall include, at a
minimum, the following information:
( 1 ) Amount of CDBG funds expended per budget and additional funds leveraged for program
( 2 ) Type and amount of services provided
( 3 ) Number of clients and percent of clients from Oshkosh
(4 ) Number of low/moderate income persons assisted
( 5 ) Number of very low income persons assisted
(6 ) Number of extremely low income persons
( 7 ) Number of persons assisted based on one of the following 10 race categories:White, Black/African
American,Asian,American Indian/Alaskan Native, Native Hawaiian/Other Pacific Islander,American
Indian/Alaskan Native & White, Asian & White, Black/African American & White, American
Indian/Alaskan Native & Black/African American, or Other
( 8 ) Number of Hispanic persons assisted per each of the above 10 race categories
( 9 ) Number of female headed households assisted
(10) Progress towards program goals (outcome statement)
Records necessary to substantiate these reports shall be kept on file at the subrecipient's office and shall
include all documents, computer records and reports associated with this agreement.
B. Maintain a separate financial account for CDBG funds which shows all receipts, including program income,
and disbursements. All disbursements shall have documentation that substantiates that costs incurred and
paid from the CDBG account are reasonable, allowable, and allocable per applicable Federal cost principals.
Program income, as defined at 24 CFR 570.500(a), shall be reported to the City quarterly. The subrecipient
may use program income for activities specified in this agreement, but shall reduce subsequent requests for
funds under this agreement by the amount of the program income received. Any program unused program
income shall be returned to the City at the end of the agreement period.
C. Provide the City with a copy of an agency audit, conducted in accordance with OMB Circular A-133, as
applicable, for any fiscal year CDBG funds were received under this Agreement.
D. All records required under this Agreement shall be retained for four(4)years after completion of the project,or
after all pending matters relative to this Agreement are closed.
E. The subrecipient agrees to provide access to the City, HUD,the Comptroller General of the United States, or
any of their duly authorized representatives to any books, documents, papers and records which are directly
pertinent to this Agreement for the purposes of making audit, examination, excerpts and transcriptions.
IV. STANDARD PROVISIONS
A. The subrecipient agrees in all hiring or employment made possible by or resulting from this Agreement,there
(1)will not be any discrimination against any employee or applicant for employment because of race, color,
sex orientation, religion, sex or national origin; and(2)affirmative action will be taken to ensure that applicants
are employed and that employees are treated during employment without regard to their race,color, religion,
sex orientation, sex or national origin.
This requirement shall apply to, but not be limited to the following: employment, upgrading, demotion or
transfer, recruitment or recruitment advertising, lay-off or termination, rates of pay or other forms of
compensation, and selection for training, including apprenticeship. There shall be posted, in conspicuous
places available to employees and applicants for employment, notices required or to be provided by Federal or
State agencies involved setting forth the provisions of the clause. All solicitations or advertisements for
employees shall state that all qualified applicants will receive consideration for employment without regard to
race, color, religion, sex orientation, sex or national origin.
B. The subrecipient will make a good faith effort to use minority and women-owned businesses in procurement of
supplies, and upon request of the City, must provide satisfactory evidence of such effort. Additionally, the
subrecipient agrees to provide the City with the name(s) and contract amount(s) of all minority and women-
owned businesses awarded contracts on the project.
2012-2013 City of Oshkosh Community Development Block Grant 2 MMFHC
C. If the proceeds used under this Agreement result in book or other copyrightable materials, the author is free to
copyright the work, but the appropriate Federal agency involved reserves a royalty-free non-exclusive and
irrevocable license to reproduce, publish or otherwise use, and to authorize others to use all copyrighted
material and all materials which can be copyrighted.
D. Any discovery or invention arising out of or developed in the course of work aided by this Agreement shall be
promptly and fully reported to the appropriate Federal agency involved for determination by it as to whether
patent protection on such invention or discovery shall be sought and how the rights in the invention or
discovery, including rights under any patent issued thereupon, shall be disposed of and administered, in order
to protect the public interest.
E. The subrecipient agrees to comply with all applicable standards, orders, or requirements issued under:
1. Clean Air Act, 42 U.S.C., 7401 et seq.
2. Federal Water Pollution Control Act, as amended, 33 U.S.C. 1251, et seq., as amended, 1318
relating to inspection, monitoring, entry, reports, and information, as well as other requirements
specified in said Section 14 and Section 308, and all regulations and guidelines issued there
under.
3. Environmental Protection Agency(EPA) regulations pursuant to 40 CFR, Part 50, as amended.
F. The subrecipient agrees to comply with mandatory standards and policies relating to energy efficiency,which
are contained in the State Energy Conservation Plan.
G. No officer, employee or agent of the City who exercises any functions or responsibilities in the review or
approval, or the carrying out of responsibilities, to which this Agreement pertains, shall have any personal
interest, direct or indirect, in this Agreement.
H. Incorporated by reference herein are OMB Circulars A-21 or A-122 as applicable, and A-110,Attachments A,
B, C, G, I, J, M, O.
V. PAYMENT FOR SERVICES
A. Contract Amount
The subrecipient shall perform all work under this Agreement for an amount to be determined by the City per
(I) (B) of this Agreement, but not to exceed TEN THOUSAND DOLLARS ($10,000).
B. Method Of Payment
Funds will be released quarterly upon receipt of proper invoice verifying eligible expenses actually incurred by
the subrecipient, and approved by the City. .
VI. SUSPENSION AND TERMINATION
A. When the subrecipient has failed to comply with the terms, conditions or standards of this Agreement or
applicable HUD regulations, the City may, on reasonable notice to the subrecipient, suspend the Agreement
and withhold further payments or prohibit the subrecipient from incurring additional obligations of funds,
pending corrective action by subrecipient, or a decision to terminate in accordance with paragraph B below.
•
B. This Agreement may be terminated for cause or convenience.
(1) TERMINATION FOR CAUSE: The City may terminate this Agreement in whole or in part at any time
before the date of completion, whenever it is determined that the subrecipient has failed to comply with the
conditions of this Agreement. The City shall promptly notify the subrecipient in writing of the determination and
the reasons for the termination, together with the effective date. Payments made to the subrecipient or
recoveries by the City in the event this Agreement is terminated for cause, shall be in accordance with the
legal rights and liabilities of the parties. In the event there is probable cause to believe the subrecipient is in
noncompliance with any applicable rules or regulations, the City may withhold up to fifteen (15) percent of
funds subject to this agreement until such time the subrecipient is found to be in compliance by the City, or
otherwise adjudicated to be in compliance.
(2) TERMINATION FOR CONVENIENCE: This Agreement may be terminated in whole or in part when
all parties agree that the continuation of the project would not produce beneficial results commensurate with
2012-2013 City of Oshkosh Community Development Block Grant 3 MMFHC
the further expenditures of funds. The parties shall agree upon the effective date and in the case of partial
terminations,the portion to be terminated. The subrecipient shall not incur new obligations for the terminated
portion after the effective date, and shall cancel as many outstanding obligations as possible. The City shall
allow full credit to the subrecipient for any noncancellable obligations properly incurred by the subrecipient
prior to termination.
(3) The parties shall promptly settle the terminated grant and execute a written amendment upon
settlement, which sets forth the terms and conditions of the settlement Agreement.
VII. REVERSION OF ASSETS
The subrecipient agrees to transfer back to the City any CDBG funds and accounts receivable attributable to the use of
CDBG funds on hand at time of expiration of this Agreement. The subrecipient further agrees that any real property
under the subrecipient's control that was acquired or improved in whole or in part with CDBG funds in excess of
$25,000 is either:
A. Used to meet one of the national objectives in CFR 570.208 until five years after expiration of this Agreement,
or such longer period of time as determined appropriate by the City; or
B. Is disposed of in a manner which results in the City being reimbursed in the amount of the current fair market
value of the property less any portion thereof attributable to expenditures of non-CDBG funds for acquisition
of, or improvement to, the property. Such reimbursement is not required after the period of time specified in
accordance with A above.
VIII. AMENDMENTS
This Agreement may be amended at any time by a written modification mutually agreeable to both parties hereto.
IX. INDEMNIFICATION
The subrecipient agrees to and does hereby hold the City harmless and does hereby indemnify the City against any
claims or demands of any person or legal entity arising by reason of this Agreement.
This Agreement is made this \ ''\ day of (J J 2012, and is specifically binding upon the parties hereto.
METROPOLITAN MILWAUKEE FAIR CITY OF OSHKOSH
HOU G COU
Is or
ILLIAM R. TISDAL MA K ROHLOFF ..._.� -
PRESIDENT AND CEO - '"CI ,oANAGER t f
sm.41__.' 1 Ali-1 U/ ), 6-/-'
AMELA R. UBRIG
CITY CLERK 7
APP OVED AS TO FUNDING AVAILABILITY:
?ea2 )PEGGYSE
RO
FINANCE DIRECTOR
APPRIVED AS TO FORM:
O1.,, . 'ate/. ,1
L Lu'ENSO ,
CITY AT ORNEY
2012-2013 City of Oshkosh Community Development Block Grant 4 MMFHC
Please limit answers to space provided unless specified
(applications must be completed in full to be considered)
1. Organization Name: Metropolitan Milwaukee Fair Housing Council, Inc. (MMFHC)
2. Address: 600 E. Mason Street, Suite 401, Milwaukee, WI 53202
3. Mailing Address: Fair Housing Center of Northeast Wisconsin (FHCNW), 4650 W.
Spencer St., Ste. 20, Appleton, WI 54914
4. Telephone Number: 414-278-1240 (MMFHC), 920-560-4620 (FHCNW)
5. Name of Contact Person: Kristi Clover, Program Services Coordinator
6. Telephone Number of Contact Person_ 920-560-4620
7. E-Mail Address of Contact Person: kcloverc fairhousingwisconsin.com
8. Legal Status of Organization: ® Private, Non-profit ❑ Private, For-Profit
❑ Public Agency n Other
9. Federal Tax Identification Number: 39-128-6685
10. Provide a brief description of your organization's overall mission purpose: FHCNW is a
satellite office of MMFHC. The purpose of MMFHC is to promote fair housing throughout
the State of Wisconsin by combating illegal housing discrimination and by creating and
maintaining racially and economically integrated housing patterns.
11. What is your organization's total 2011 operating budget? $1,337,303 (MMFHC);
$79,595 (FHCNW office)
12. Has your organization received CDBG funding in the past? r< Yes n No
13. If yes, how much has your organization received and for how many years has it
participated in the CDBG Program? $15,000 (2002), $10,000 (2003), $10,000 (2004),
$8,384 (2005), $10,384 (2006), $10,000 (2007), $10,000 (2008), $10,000 (2009),
$10,000 (2010), $10,000 (2011)
Number of Years: 10
14. If your organization is receiving 2011 CDBG funding, what is the amount, and what
percentage of your total budget are the CDBG funds? $10,000/0.75% of MMFHC's
budget and 12.6% of FHCNW's budget
15. CDBG funds desired for 2012: $14,252
Would you accept a smaller grant award than requested? ®Yes (l No
NATIONAL OBJECTIVES
All requests for CDBG funding must meet at least one national objective. Failure to
address at least one national objective will make the request ineligible. Check the
national objective that would be addressed by this proposal.
National Objective
1.® Benefit extremely low, low, or moderate income households and individuals.
Current income limits for these categories are as follows:
Extremely
Low Low Moderate
Household Size 0-30%* 30-50%* 50-80%*
1 13,050 21,700 34,750
2 14,900 24,800 39,700
3 16,750 27,900 44,650
4 18,600 31,000 49,600
5 20,100 33,500 53,600
6 21,600 36,000 57,550
7 23,100 38,450 61,550
8 24,600 40,950 65,500
*as a percent of the 2012 Oshkosh-Neenah, WI MSA median income levels.
a.®* Benefit clientele that are presumed to be extremely low, low, or moderate income
such as abused children, battered spouses, elderly persons, handicapped
persons, homeless persons, illiterate persons, or migrant workers.
2.111 Aid in the prevention of slum and blight, which is limited to activities designed to
eliminate specific conditions of blight or physical decay on an area or spot basis.
3.❑ Meet other community development needs that are urgent due to conditions that
pose a threat to public health or welfare. These are typically in response to a
major disaster, such as a tornado or flood.
4.0 Exempt, project is CDBG administration or planning related.
Project Category
Check the activity that best fits this proposal:
Infrastructure Housing Special Economic Development
Public Services Planning Public Facilities & Improvements
X Administration Historic Preservation
*MMFHC collects income data from recipients of complaint intake services and logs this
information on its Complaint Intake Log. MMFHC does not and cannot collect income-
related data from other service recipients.
16. Please fill out the following budget sheet (for entire agency):
Revenue 2010 Actual 2011 Budget 2012 Proposed
CDBG 272,879 307,794 216,144
- - -
County Aid
Federal/State Funds or Grants 596,128 482,922 594,171
Fees for Services 152,848 149,000 149,000
Fundraising/Dues 10,792 7,000 7,000
Foundations 266,478 341,323 152,620
-
- -
United Way
Investments 552 263 250
Endowments
Donations/Other 3,900 3,900 3,900
Total Revenues 1,303,577 1,292,202 1,123,085
2010 2010 2011 2011 2012 2012
Expenses Actual CDBG Proposed CDBG Proposed Proposed CDBG
Total Funded Total Funded Total Funded
894,123 474,630 921,151 488,977 767,228 407,270
Salaries
169,483 55,814 185,257 98,341 159,197 84.507
Employee Benefits
83,771 25,245 68,860 36,553 53,621 28,464
Occupancy
153,119 151,225 132,995 70,598 222,016 117,853
Program/Office
Materials/Supplies
17,601 5,281 26,000 13,802 17,000 9,024
Communication
1,262 241 3,040 1,614 2,000 1,062
Professional Develop/
Conferences
1,319,359 712,436 1,337,303 709,885 1,221,062 648,180
Total Expenses
17. Please provide a budget for the project for which you are requesting CDBG funds:
Item Total Amount CDBG Amount Other
Personnel Costs
Salaries 41,257 6,511 34,746
Fringe Benefits 14,280 2,137 12,143
Total Personnel Costs 55,537 8,648 46,889
Supplies & Services
Occupancy 5,400 852 4,548
Program/Office Materials/Supplies 17,227 4,179 13,048
Oshkosh Telephone Book Listing 231 231 -
Communications 900 286 614
Professional
Development/Conferences 300 56 244
Total Supplies & Services 24,058 5,604 18,454
Totals 79,595 14,252 65,343
18. Use of CDBG Funds: Provide a specific description, including staffing, of the activity or activities that
will be funded with CDBG funds: MMFHC proposes to provide the following comprehensive fair housing
enforcement, outreach and education and technical assistance services to City of Oshkosh residents:
A) MMFHC will make its complaint intake and investigative services available to persons who believe
that they have experienced illegal discrimination. MMFHC staff will advise such persons on the
provisions of fair housing law and available sources of remedy. As appropriate, MMFHC staff will
conduct investigations, possibly including testing as an investigative methodology, and make referrals to
attorneys and/or administrative agencies.
B) MMFHC will provide information and referral services for clients who have non-fair housing inquiries.
C) MM FHC will make available, on a case-by-case basis, reasonable technical assistance to the City of
Oshkosh and its residents, including housing providers and social service agencies that conduct
business in the City of Oshkosh.
D) MMFHC will regularly distribute fair housing educational materials to approximately fifteen public
agencies, social service agencies, homeless shelters and community-based organizations that serve the
City of Oshkosh.
E) MMFHC will provide a minimum of two fair housing presentations to organizations that serve the City
of Oshkosh.
F) MMFHC will conduct one fair housing training seminar for owners and managers of rental property in
Oshkosh, for housing providers doing business in the Cities of Oshkosh, Appleton and Neenah.
G) MMFHC's staff in the FHCNW office will participate in approximately 12 local interagency meetings.
H) MMFHC will place listings in the yellow pages of the Oshkosh telephone book for the FHCNW
telephone number and the MMFHC toll-free complaint intake telephone number.
19. Local Needs: State specific local needs or problems which your proposal intends to address: Census
data reveal that Oshkosh, a historically homogenous community, remains segregated. Oshkosh
continues to face barriers to integration, including housing discrimination. Segregation experienced by
persons of color, contrasted with the relative mobility experienced by whites, suggests that minorities'
housing choices are limited by housing discrimination. Complaint and testing data gathered from the Fox
Valley area bear this suggestion out. Discrimination continues today in both subtle and overt ways, and
many housing consumers and providers have poor understanding of the rights and responsibilities
provided by fair housing laws. The Oshkosh 2010-2014 CDBG Consolidated Plan lists the provision of
fair housing assistance to homeless populations as a priority. All of these factors highlight residents' need
for fair housing educational services, fair housing enforcement services, and technical assistance.
20. List the number of program participants (for activities that serve clientele or provide jobs):
5/1/09 - 4/30/10 (had been projected) 165 (actual) 491
5/1/11 - 4/30/12 (projected) 165
5/1/11 - 4/30/13 (projected) This proiect will serve a minimum of 165
individuals directly. Many more individuals will be indirect
beneficiaries of fair housing services, as direct recipients share
their newly-gained knowledge by word of mouth with their
colleagues, clients, household members, and others.
21. What percentage of those served will be city of Oshkosh residents? This is unknown at this time,
as the collaborative fair housing services proposed above may include residents from throughout the
FHCNW service area.
22. What percentage of program participants fall into the category of extremely low, low, or moderate
income individuals or households (as defined previously in the instructions)? This is unknown at this
time, as the diversity of persons in need of fair housing services makes it impossible to predetermine
income data. MMFHC collects income data from recipients of complaint intake services and logs this
information on its Complaint Intake Log. MMFHC does not and cannot collect income-related data
from other service recipients.
23. Goals/Evaluation: Describe the goals and objectives of the proposed activities in quantifiable terms
and the methods that will be used to measure performance in relation to the goals and objectives:
The activities proposed herein will have the following outcomes:
a) Oshkosh residents who receive fair housing educational services will have increased knowl-edge of fair
housing rights and increased ability to seek appropriate resources for fair housing and non-fair housing
related issues, resulting in increased referrals and complaints. Presentations offered to homeseekers and
their advocates will empower housing consumers to become better self-advocates, to recognize
discriminatory experiences, and to seek remedy and/or other resources after experiencing illegal housing
discrimination.
b) Provision of technical assistance and training to housing providers will result in greater compliance with
fair housing laws and fewer incidents of illegal discrimination. Technical assistance provided to non-profit
housing providers and providers of housing-oriented support services will disseminate information
regarding the provisions of fair housing laws, including information essential to conducting business in
compliance with fair housing laws.
c) MMFHC's direct-service fair housing enforcement services will provide victims of illegal housing
discrimination with increased access to legal remedies. Services provided to victims will include
counseling on their fair housing rights and access to enforcement services, including fair housing testing,
which is the most effective evidence-gathering method in fair housing enforcement. The quality of
MMFHC's enforcement services ensures credible and objective evidence,thus maximizing the successful
resolution of complaints. In addition, persons with non-fair housing inquiries will receive information
regarding fair housing issues and referred to other community resources.
In sum, the number of individuals informed about fair housing issues will increase and the number of
incidents of illegal housing discrimination will diminish as a result of MMFHC efforts. Moreover, the
MMFHC activities proposed here will help Oshkosh meet its mandate as a recipient of CDBG funding to
affirmatively further fair housing choice through dismantling impediments to fair housing.
MMFHC's programs in the FHCNW service area are continually evaluated by feedback received from
clients, attorneys, volunteers, and others, as appropriate. In addition, the impact of MMFHC and FHCNW
services is gauged by recording the number of persons requesting and receiving education and outreach
services, the number of allegations of illegal housing discrimination received, and the number of
complaint referrals made to administrative agencies and/or attorneys for adjudication, and the number of
agencies, businesses and individuals requesting and receiving technical assistance and professional
support services.
24. If your agency receives partial or no funding for the proposed project, would you be able to raise the
City of Oshkosh 8 CDBG Application for Non-Public Service Agencies
remainder of the funds to operate the program? If MMFHC receives partial or no funding for the proposed
activities,the level of services provided to the City of Oshkosh would be scaled down proportionate to the
level of funding available.
25. Do your services/activities leverage the involvement of volunteers? How many and in what capacity
(do not include board members attending meetings)? Rigorously trained MMFHC volunteers assist in
housing discrimination investigations, serve on the FHCNW Advisory Committee, and advocate in support
of fair housing in various public forums. MMFHC has a pool of 190 volunteers who reside throughout
MMFHC's service areas and have agreed to travel throughout the State of Wisconsin as needed.
Together with the participation of volunteers, MMFHC's collaborative relationships with other
organizations create a cost-effective and highly efficient way to extend fair housing services to many
populations.
26. Are there other agencies that provide similar programs or services for city of Oshkosh residents?
How is your program unique? There are no other agencies, either public or private, that provide the
comprehensive fair housing services described herein to the City of Oshkosh.
27. How will your organization document LMI eligibility of program participants? MMFHC collects income
data from recipients of complaint intake services and logs this information on its Complaint Intake Log.
MMFHC does not and cannot collect income-related data from other service recipients.
28. How long do you anticipate needing CDBG funds? Check one that applies.
® Continuously
❑ At least 3 years
n 2 years or less
❑ On an intermittent basis
29. What is the dollar amount attributed to administrative costs for both the entire agency and the
specific program? List the items included in the administrative cost figures.
Administration
Administration Costs Costs CDBG
Entire Agency Specific Program Amount
Total
$180,107 (MMFHC) $7,942 (FHCNW) $0
Items included in the administrative cost figures are: Partial
salaries and fringe benefits for the President and CEO,
Executive Vice President, Senior Accountant, and
Accountant; travel related to the aforementioned positions;
Audit; Program Insurance; and Bank Administrative Fees
City of Oshkosh 9 CDBG Application for Non-Public Service Agencies