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Home My WebLink About30137 / 79-26� r�ay 1�, 1�7a # 26 xrsozzrrioN PURPOSE: AGR"r,'EMF2FP ADIIJ DOCiJN1E�''VTS WITEI DEPT'. OF IpCAL AE'FAIRS AND DE'VF�pPM�'N'P (DLAD) REGARDII�G DEE'ERR�,'D PA1�FI' I�N PROGRAM IAIITIATID BY: D�AR'Il�1ENT OF CC)i-2�IUI`TLTY D�OPMEDPI' Br IT 1�ESOLU�D by tiie Co�n Counci.l of the City of �hkosh thst the p.rooer City oEficials are her�by authorizeci and direcced to enter in'-,.o an agreement for and tn sic�. ail applicable doc�?iettts re].atiny to a housing and neighborhaxl eonservation progracn caith the I�part�nt of Loca1 Affairs and Develolanent, a11 with regard to a deferred pay�r; loan plan. - LFi - ��6�4�� [�`r, j( :1TEiiYi.ON YROGR:1.�'I ADfdIC1ISTitFs?'ORS: ,.�.�.a-�� r1� �?� �j�i;��c�� 5//7/7� Attacnzd are two copies of the de.erred payment loan program contract, alor.� with a st:eet explaining the �eneralized changes made to the standard documents. .Notwith- s*aading cahatever the e::planatory materials may say, be sure to review in detail all r� OV1Sions of the contract to assure that you understand everything. S�:hoeves is responsibl.e for. the adminis*_ration of the deferred payment loan program should type their nane and title and sign the Ferformance Schedule (Appen3ix B) and the Additi.onal Specific Conditions sheet (Appendix L). Al.so indicate the date on zahich you sioned off on these do_uments. These signatures will evidence an under- standing o;i both of our parts relative to these important sections of the contract. F'ittally, both you and your chi�f e;:ecutive [mayor(city), president(village), county executive(county), chair of- the board(CAP and housing authority)] should si�n the s"irst page of the coatract,.noting your titles and dating your signatures. F:eep one copy ef the contract for your f.i1e ar.d send the other back to the following address: St2n jdrzeski Housing & Neighborheod Conservation Yro�ram Department of I.ocal Affairs & Development P.O. Bos 79%0 hladison, TYisconsin 53707 :•'e have no� attaclied a copy of your proposal (A�pendix bf) because you sh�uld hzve a copy alrezdy, [v'e'll attach the ori.ginal yroposal y�ou su5;nitted to us upon receiving our si&neA copy of. the contract. FE�:`fF�9AF,F.c YOU G:ON' T kECI:IVE YOi7R Li?�fP StJM OF GL:ANT FUiVDS IJNTIL YOUR PI:OCEDURES CfANl:AL IS AI'PRO�:ED BY US I23 SdFtITING. YOUR Pitu'�UAL rNST BE APPROVEll Bi TitE EC7D OF JLJNE Please contar_t Karen or. I if you've any que,tions. —�� -- Stanley J. ?�Irzaski, Jr. DEPaR7MENT flF LOC;1I. AFFAIf2S � �cVELOF'�iENT 123 West Wash�ngton Avenue Maihng Addie•ss: P.O. Fiox I970 Madison, 1VI 53707 WISCONSIN HOUSING AND NEIGHBORHOOD CONSERVATION PROGRAM CONTRACT TO SPONSOR A DEFF,RRED PAYMENT LOAN PROGRAM The Department of Local Affairs and Development, hereinafter called the Department, grants to __t_he Citv of �shkosh , hereinafter called the Sponsor, the amount of $�p ppp � for the purpose of mak- ing deferred payment loans under the Wisconsin Housing and Neighborhood Conservation Program. . The Sponsor wiil administer the program for which this grant is awarded in accordance with Sec. 22.42, Wis. Stats., and Chapter LAD 4, Wisconsin Administrative Code, and as set forth in [he following appendices: Appendix A - General Conditions Appendix B - Performance Schedule Agreement Appendix C - Administrative Budget Appendix D- Deferred Payment Loan Application . Appendix E - Borrower's Certifi- cations Appendix F - Improvements Certifi- cations Appendix G - Contractor's Warranty I` Bruce A. Hendrick on, Secre . Department of Local Affairs and Development Appendix H- Loan Data Collection Fo rm Appendix I - Conpletion Certificate Appendix J - Quarterly Performance Report Appendix K - Income Eligibility Limits Appendix L - Addi[ional Specific Conditions Appendix M- Sponsor's Proposal for Funding r / / �� Date �� The City of Oshkosh accepts this grant on the terms and the conditions set forth herein. � Signature of Program Administrator t [e Signature of Chief Executive Title �� Date of Sponsoring Entity APPENDIX A - GF.NER9L CONDITIONS 'I'F:I:"1 OP CONTkACT 1. This contract wi11 become effective when the authorized represen- tativea of both parties affix their signatures thereto. 2. This contract bursement of this grant, contzact, no funds. will terminate on June 30, 1981, or upon the dis- all funds available for deferred payment loans under whichever comes first. Upon termination of this further administrative costs may be charged to grant GRAN'P FUNDS GENERALLY 3. Grant funds means the amount of money granted to the Sponsor for the purpose of offering deferred payment loans under the Housing and Neighborhood Conserva[ion Program. 4. The Sponsor will submit to the Department not later than June 29, 1979, a manual which details the ptocess by which the sponsor will administer the loans and includes all forms to be used i❑ the program. The Department will disburse all grant funds to the Sponsor within two weeks after the manual is approved in writing by the Department. If the Sponsor does not obtain written approval of their procedural manual prior to June 30, 1979, the Department r.iay reallocate al1 or a portion of the Sponsor's grant to another sponsoring entity. Any changes in the manual must be approved in advance in writing by the Department. The Sponsor agrees to administer the deferred payment loan program in accord- ance with the provisions of the approved manual. . 5. The Sponsor will place ail grant funds in interest-bearing nccounts or instruments. Within one week of the receipt of the grant funds, the Sponsor will deposit all grant funds and report to the Department the manner in which the grant funds were invested and their location. 6. The Sponsor may only wit6draw funds from the interest-bearing account(s) or instrument(s) for one of the following purposes: a. To� pay adminis[rative costs not exceeding the amount specified in Item 11 of this contract. b. To disburse funds for deferred payment loans. c. To return funds to the Department. 7. The Sponsor wi11 use interest earned on grant funds only for the purpose of making additional deferred payment loans. 8. The Sponsor will establish and maintain fiscal control and accounting procedures which assure that the grant funds are properly disbursed, adequateLy controlled and accounted for. Sep;irate account., must be raaintatned for tYiis program within Che Sponsor�s accounting system. 9. The Department may require [he Sponsor to reimburse the Depart- ment for any expenditure of grant funds for which the documenta- tion is inadequate or for expenditures not expressly allowable under this contract. 10. The Sponsor agrees to expend all grant funds by 3une 30, 1981, and in accordance with the minimum requirements of the perfor- mance schedule outlined in Appendix B. In the event that the Sponsor fails to adhere to the provisions of the performance schedule, the Department may suspend this contract and require the Sponsor to return any remaining portion of the grant for reallocation to another sponsoring entity. The Department may allow the Sponsor [o continue operating a deferred payment loan program with a portion of the remaining funds if both the Sponsor and the Department agxee in writing to a revised performance schedule, administrative budget, and any other necessary contract amendments. If snch agreement is not reached within 30 days of the date on which the contract was suspended, the Department may terminate this contract. ADMINISTRATIVE COSTS 11. The sponsor may not apply more than $ 14,630 of the total grant funds toward the cost of administering the deferred payment loan program. All other administrative ccsts will be borne by the Sponsor. � 12. The Sponsor will. incur administrative costs in accordance with the administraCive budget attached as Appendix C. Any deviation of more than 10� above the amount allocated for any budget line item must receive the prior written approval of the Department. 13. If the Department requires the Sponsor to return any portion of the total grant funds under Item 10 of this contract, the Depart- ment may require Che Sponsor to reimburse the Department for the same percentage of unspent administrative costs. 14. Grant funds may be used to reimburse the Sponsor for only those administrative costs incurred af[er the Department's written approval of the procedures manual under Item 3 of this contract. 15. Upon termination of this contrac[, the Sponsor will reimburse [he Departnent for any unspent portion of the administrative funds which were provided by the Department. REPORTS AND FORMS lti. The Sponcor will com?1et� an AppLication Form, attache�3 as Appendix D, For eac;; applicant for a deferred payment loan. 17. For each approved application, a. the Sponsor will complete and have the Borrower sign the Borrower's Certifications, attached as Appendix E. b. an Improvements Certificate, attached as Appendix F, must be completed and agreed upon by both the Borrower and Contractor, if applicable. c. each Contractor chosen to provide services financed by the deferred payment loan must sign a Contrac[or's Warranty, attached as Appendix G. 18. The Sponsor will submit to the Departmen[ wi[hin one week of each loan closing two copies of the Loan Data Collec[ion Form, attached as Appendix H. 19. The Sponsor will sabmit to the Department two copies of the Completion Certificate, attached as Appendix I, and two copies of the Improvement's Certificate within one week of completion and final inspection of the rehabilitatio❑ work. Z0. The Sponsor will submit to the Department a Quarterly Performance Report, attached as� Appendix J, as of June�30, September 30, December 31 and March 31 during the [erm of [his contract. These reports will be�submitted to the Department no later than 15 days after the end of the quarter. 21. The Sponsor will retain all materials relaeing [o any individual loan application or the operation of the deferred payment loan program in general for three years following the audit of this contract. 22. Any authorized representative of the Department has the r�ight to examine, audit, excerpt or transcribe any books, documents, papers or records of the Sponsor relating to the operation of the deferred payment loan program. INCOME GUIDELINES 23. The Sponsor will make loans only to eligible applicants whose income is within the income eligibility limits For the county in which they reside. The income eligibility limits for the county (counties) in which the Sponsor will offer loans are attached as Appendix K. Inco�e eligibility limits may be amended by ttte Department. LOANS TO IMPROVE STRUCTURES IN FLOOD PLAINS 24. '1'hz Sponsor wi1?. s�.:bmit for a.pproval by the DepartmNnt any dePerred paymeat loaa application for improvements to a�structure which is located in a flood plain. SUBCONTRACTING 25. The Sponsor will submit to the Department copies of any contracts or subcontracts between the Sponsor and another party to perform any portion of the program administration under this agreement. Any contract must obligate all parties to confoxmance with the rules, regulations and conditions of Section 22.42, Wis. Stats., and Chapter LAD 4 47isconsin Administrative Code, and in confor- mance with the Sponsor's proposal as approved by the Department. 26. No action will be taken under these contracts or subcontracts until [hey have been approved by the Department. AUDIT 27. The Sponsor wi11 have a financial and compliance audit performed within six months following the termination of this contract. This audit must be performed by an independent certified public accountant according to generally accepted auditing principles. The audit will cover all funds granted by [he Departmen[ and interest earned thereon. hON-DISCRIMINATION 28. In connection wi[h the performance of work under this contract, the Sponsor agrees not to discriminate agains[ any employee or epplicant for employment because of age, race, religion, color, sex, physical condition,. developmental disability or nationnl origin. ThiS will include, but not be limited to, the following: employment, upgrading, demotion or transfer, recruitment or recruitment advertising, lay-off or termination, zates of pay or other forms of compensation, and selection for training, includ- ing apprenticeship. The Sponsor further agrees to [ake affirma- tive action to insure equal emplayment opportunities for persons with disabilities. The Sponsor agrees to post in conspicuous places, available for employees and applicants for employment, notices to be provided by the Depar[ment setting forth the provisions of the non-discrimination clause. ADDITIONAL SPECIFIC CONDITIONS 29. Both the Sponsor and the Department agree to the additional conditions which are attached as Appendix L. �ASENDMEN'PS T(1 GO�iTRAGT 3U. Any portion of this contract may be amended by written mutual agreement of both the Sponsor and the Department. SUSPENSION OR TERMINATION BY THE DEPARTMENT 31. The Department may terminate this agreement for cause by provid- ing the Sponsor 30 days written notice of such termination. Upon termination, the Department's liability will be limited to its share of the expenses incurred as of the date of termination. 32. The Department may suspend this agreement for cause by providing the Sponsor with five days �sritten notice of such auspension. Upon suspension, the Department's liability wi11 be limited to its share of the expenses incurred as of the date of suspension. TERAlINATION BY THE SPONSOR 33. The Sponsor may terminate this agreement for cause by providing the Department with 30 days written notice of such termination. Upon termination the Sponsor will return to the Department any remaining grant £unds, including funds set aside for the reim- bursement of administrative costs under Item 11 of this contract. ARBITRATION 34. Any disputes between the Department and the Sponsor regarding quality, quanYity and timeliness will be subject to arbitration as provided in Chapter 298, Wisconsin Statutes. The Sponsor must begin proceedings in Dane County, Wisconsin, Circuit Court within 90 days of the termination date of this contract or they are forever precluded from arbitration under Chapter 298 of the Wisconsin Statutes. Appendix B WISCONSIN HOUSI\G AND NEIGHBORHQOD WNSERVATION PROGI2AM PERFORMANCE SCHEDL'LE AGREEMENT l, The performance schedule below represents an agreement between the Department of Local Affairs and Development and the City of Oshkosh , Sponsor, for the timely disbursement of grant funds for deferred payment loans. The Sponsor agrees to disburse as deferred payment loans for each eriod at lcast the snount inlicateu in i.teri '', of this sel•,edtilc. 2. fn accordance with Item 10 of the Gener�l Conditioea, the Uepar[ment may require that the Sponsor return anp remaining por[ion of the grant if the Sponsor fails to adhere to this performance schedule. 3• � Amount of Grant to be Disbursed Schedule as Deferred Payment Loans 4 lst Period (,Tuly 1, 1979 - Dec. 32, 1979) $ 27,074 2nd Period (Jan. l, 1980 -,Tune 30, 1980) $ 36,099 3rd Period (July 1, 1980 - Dec. 31, 1980) $ 54,148 4th Period (Jan. 1, 1981 - June 30, 1981) $ 18,049 The Sponsor will offer deferred payment loans only in the followinQ areas: 6th Avenue Neighborhood, bounded by the Soo Line tracks on the north and eas , in venue on t e sout , an io venue on t e west. ----- Oaklawn School Neighborhood, bounded 6y Libbey Avenue on the north, Harrison venue on e eas-, west on ut oc rom arrison to e erson, t er. nort along Jefferson to East Gruenwald, then west to the County Fairgrounds and north on Main Street to Viola, then west to Jackson Street, which is the western boundary. Center City Neighborhood, beginning at the corner of Irving and Bowen, � Broad Street, then north to Ceape, then west to State Street, then north to Merritt (Church Avenue) then northwest to Jackson Street; Jackson Street north to Irving Street, then east to Frederick Street, then north to Scott Street; Scott Street east to Main Street then north to Melvin then east to Eastman, then south to Lincoln, then east to Grand, then south to IXVing and east to the corner of Irvin� and Eowen. ept. Authorized Representative (Sign Stanley J. Wrzeski, Jr. Senior Sponsor Liaison yped Name and Title Date Sponsor Authorized RepresentatLve Typed Name an ign.) Cat��.por„ -- — °— �'- Salaries, oy positi.on FxPriit,ivP j�lY_ _Rghah_ Manag�r Rahah_ SpP i_�_�alist .HrniGinv� Tn�n�c or c.lnrk TTp;ar l ritibe (��`/,) Total Personnel Travel Space Rental Consur.iabl.c Suppl:ies Yurchas�s,rent of equipment T�lephone Utilities Printing I�ostage Och�r <speciPy) Attdit _na�ert�s�� 'iotal Non-Pcr;;onnel 'I'utal Piogram Cost Appendix C ADMINISTRATIVE BUAGET FORM UEFERKED YAY>TNT LOA27 PftOC;i2AFS Funds I'tov[ded Actual � Con�rlb. h00 1131 �148 3657 29 2660 111525 100 1��0 1000 100 2200 13,725 aponsnrs In-Kinci Gc��:tr'th . � 3600 ; _'� 3600 3600 Requested Di,AD Portion 600 1131 2148 3657 1329 2660 11,525 250 ' 180 :11 •1 140 1000 375 3105 14,630 1/79 Total Admin- iatrativerost 1200 2262 4296 7314 2658 5320 23,050 250 3600 280 S1� .1 �� 1�� 240 1000 375 8905 31,955 *ll�,scribe in-kind contributions--source, nature of contribntion. Include letter of i�recc:ent to provide services, space, etc. WISCONSIN HOUSING AND NEIGEIBORHOOD CONSERVA'PION PROGRAM DEFERRED YAY'fF.NT LOAN APPLICATIO\ F0�2:�1 Applicant(s) name Note: Please list names of all pro- perty owners as shown on.deed. Sponsor Name Sponsor Number nate of npp� Telephone number: / (home) / (work) Address: CITY/VILLAGE/TOWN � County Is there currently a mortgage, lien or land contract on this property? _` Yes� No lf yes, list mortgage holder or holder of land contract, then any other lien, and the amount�. / / Mortgage / / Other holder Lien or. ----------.. / / Land Contract ,. . � IIOUSEHOLD AND INCOME 1. List all houzehold members 2. �Indicate income for each adult -(See reverse Fide f.or instructious) � � relationship source of verifying amount name to applicant age income source yearly TOTAL for family $ I certify ttiat the informa[ion in this application is correct and accurate [o the best of my knowledge ture-of Applicant Signature of Co-Applicznt Date � � S,THOSE. INCOKE? Include the income of aduit persons who contribute in substantial part to the maintenance of the household and who may reasonably be expected to continue as a member of the household for a substanttal portion of the term of the loan. t�i�tC;f IS IVCO??r? (a) 'Lhe gross amount of all wages, salaries, recurrent overtime, commissions, fees, tips and bonuses. (b) Net income from the operation of a business or profession as declare3 by the borrower in Schedule C, F, or E, part III, as appiopriate, of the U,S. Internal Revenve Service Form 1040. (c) Net income from the operation of real property, including net income attribu[able to the rental of portions of the property to be improved. (d) Interest, dividends, and other investment income. (e) The full amount of recurrent periodic payments received from Social Security, pensions, or other similar annuities. (f) Periodic public assistance payments, alimony, child support, and any othez payments or coneributions which are received on a re- current basis and which may be reasonably expec[ed to continue. [,iHAT IS NOT INCOME? (a) Casual, sporadic, or irregular income, non-recurring overtime pay, lump-sum additions to family assets, gifts, or other income which would not ordinarily be included by a lending institution in qualifying an applicant for a loan, (b) Income received for foster child care. (c) Income received for educational scholarships, including payments for veterans for educat3oeal purposes. � Appendix E WISCONSI.y Y.OUSI`G Aidll NEIGHBORHOOD CONSERVATION PROGiL�� DEFERRED PAY:fENT LOAN BORROWER CERTIFICATIONS Loan Number As an applicant for a loan to be financed by the Wisconsin Housing and Neighborhood Conservation Program, I hereby acknowledge and agree as follows: l. The Proposed Impro-azments listed on the Improvemeats Certificate accurately desr_ribz how all the proceeds of the loan will be us�-ci. 2. All improvecnents wi11 be completed no later than days after the date of loan closing. 3. I authorize (sponsor), the Wisconsin Department of Local Affairs and Development (DLAD) or their agents to inspect the work financed by this loan. ��. None of the proceeds of this loan will be used to finance any improvements undertaken prior to the date of loan closing. 5. I authorize (sponsor) to make any and all files and documenta pertaining to this loan available to DLAD. 6. I certify that I have record title to or an equitable interest in the property to be improved and occupy it on a permanent year- round basis. 7. I am aware that any false statement or misrepresentation made in connection wiCh this loan may subject me to criminal and civil penalties, under United States and Wisconsin law. 8. I accept from (sponsor) a deferred payment loan in the amount of $ and agree to repay the fu11 amount of the loan without interest upon transfer of my property or when such property ceases to be my principal place of residence. I understand that it is not necessary if the property is inherited by a member of cry i�me- diate family and 3f he/she occupies it as a principal resideace and meets the income eligibility requirements of a deferred payment loan. I WILL NOTIFY (sponsor) UPON THE TI2ANSFER OF MY PROPERTY OR WHEN IT CEASES TO BE MY PRINCIPAL PLACE OF RESIDENCE. 9. I have granted to (sponsor) a mortgage on the real estate described below in the full amount necessary to satisfy my repay- ment obligation and the cost, including reasonable attorney's fees, of collecting the same. The real estate subject to this mortgage is situated in County in the State of Wisconsin and is legally described as: Signature of Bo Date Signature of Borrower Date Signature of Borrower Date LAn-481 Appendix F WISCONSIN HOUSING AND NEIGHBORHOOD CONSERVATTO« PROGRAM DEFF,RRED PAYh1E;�T LOAN IMPROVEMENTS�CERTIFICATE —�--�- ----- -�- ------- - _�-=_�---,.:'_-- � --_.-------- Loan Number _-- _`—____ _ _ Nam. o( � � r,�.��.;�i,.. � l'.�Ac Typc u( Improv<mrnt I Drxriplion o( W�yk Enl. C�.nt (Ur Srl� ! snwcrvN.��nauirroNS�NO � n��t�niiONS 11 Au�c�eApueU^�.�rporu. pmcAe�. •enEO��lw.�¢. '___ ]1 PJOntl roo�n. b�tb. clw�p. nc. 1) New Aop�. wlnCow�. Ilrepbm. tldmoq�. nc — ]� oNunmc�w.I�Etlilion�mJm- �fion� !%itH10R �INISNING ]I VdminpwOw�mrpaollnp ]] Af�mw.ntpl�4t.cumpo�iUOnmtl waad ��:npp� p �iCmp �nJ bivF. ��1. me1�l.�ton�. \tucEO. �1c. _ InnMnp ]) O��x��wrimfini�Mnpwprt __ INIENIOH FINISHING •1 V�iminp �n0 pwrinp �3 Mntoinp. wtllEw�G. conrpwi�iwr � �rd� weod p.rollrp, �IW �cou��lul co�m¢ Jb �� Ki1tAm umo�Nlnp IM�uElrq � ubm�b N comw.nron, Ilnobum, VI. ma .woa �mo��p _ �5 O��u �m��iw�wo.k HOOFING � pEPA1R OR FEPLACEAIENT 61 n�Mna�. nonN�. eWh�uo. m.tr� �b��. tB� v�G wooE ��Inpiw 5] Guno��nacfu.m�poub _— Sl O�h�i �oul�np work YlUM111NG � INSTAllAT1pN OR 111 Vt,PCfMENT 61 Bn��oom lu�we� .nd conn�r oom__. __._. 4't Oomn�ic .nur 6es�.n. �ohrnen .•a �oo�s�oo�. .. 6J v�mw.�Ae�iroui.v��vru W OtA�r plu��inD �rort IIEAIING, COOLING AND V EN11lqTING n Fw�a�e..�aeon.�.r.u,,.:o��... e„«. .m �w,.co�: .�d uoa �u,...�...,,ewnn..un —__ rx M.cn.oir.�.�, cooakbnl�p .v�o�v D E.n�w��.�E.m�ib�nYbn� >� an., n.nmc.�e �oou�o.v.�.,�. -.-- wSVUTIOn -- Ef PHn4�t. Wtl. rdbclhq. �onr llll bvn -- B) S��.rn 4mn �rW vwMwn fll W.nN.nrlePlM. rnnlnP �00 _____ o�M.mwbOOn "__ MISCELIAryFOUS Bt Ei.ndc w��fop 01 fmcn me r..u� _ Y] 1��0.op�np �— TOT�L COST �� __—_ _ . ".—�-_"._ � _ Appendix G WISCONSZN HOUSING AND NEIGHBORHOOD CONSERVATION PROGRAM � . � � - � . � . . DEFERftED PAYMENT LOAN . CONTRACTOR WARRANTY Loan Number 1. LIST OF IMPROVEMENTS. Each Contractor acknowledges that it has reviewed the Improvements Certificate and that such list is accurate and consistent as to scope of work, price, and name of contractor with the Contractor's proposal and agreement with the Borrower and the work that the Contractor will undertake. 2. CO?tPLE''_'L02I OF WOBK. Each Contractor wi11 complete the improve— iarnts indicat2d on tne Improvements Certificate na latzr t};aa days after the date on which the Borrower"s loan ts closed. 3• COMPLETION CERTIFICATE. Upon the completion of the improvements, each Contractor will note the date of completion and cost of work on the Completion Certificate, sign and return it to (Sponsor). 4. PAYMENT FOR SERVICES. Final payment shall not be due by (Sponsor) to the Contractor prior to the satisfactory completion and acceptance of the work by both (Sponsor) and the Borrower. 5. CHANGES TO THE IMPROVEMENT CERTIFICATE. No changes, alterations, additions, deletions or substitutions may be made in the Improve— ments Certificate except by the written mutual agreement of the Borrower, the Contractor and (sponsor). 6• HOLD HARMLESS. Each Contractor agrees to defend, indemnify and hold harmless the Borrower, and the officers, directors and employees of the Department of Local Affairs and Development [DLAD] and (Sponsor) from liability and claim for damages because of bodily injury, death, property damage, sickness, disease or loss and expense rising from Contractor's Performance under this agreement to install or construct home improvements to be paid for out of the proceeds of Borrower's Deferred Payment Loan (hereinafter referred to as Contractor's Performance). Each Contractor is acting in the capacity of an independent Contractor with respect to the Borrower. 7. LIEN WAIVERS. Each Contractor agrees to protect, defend and indemnify the Borrower from any claims for unpaid work, labor, or materials with respect to Contractor's Performance. Final payment shall not be due until the Contractor has delivered to the Borrower. complete release of all liens arising out of Contrac— tor's Performance or receipt in full covering all labor and materials for which a lien could be filed, or a bond satisfactory to the Borrower indemnifying him against any lien. 8. PERMITS AND CODES. Each Contractor. agrees to secure and pay for all necessary permits and licenses reqiiired for Contractor's Performance and to perform all work in conformance with applic— able local codes and requirements, whether or not covered by the specifications and drawings for the work. 9. EQ?1AL OP?ORTUNITY. Each Contractor agrees not to discriminate agalrist any employee or borrower b�cause of race, color, creed, religion, national origin, sex, marital status, age and status with regard to public assistance or disability. 10. UVACCF.PTABLF. RISK. F.ach Contractor represents that, at the time of execution hereof, it is not listed on the Disbarred and Suspendable Contractor's list of the U.S. Department of Housing and Urban Development. 11. GEVERAL GUARANTY. � Each Contractor guarantees the �work to �Ue performed under� this C6ntract�for a period- of one (1) year��from the date on which the Borrower signs the Completion Certificate. In addition, each Contractor will furnisY� the Borrower with all manufacturers' and suppliers' written guarantees and warranties covering materials and equipment installed or constructed under this contract. 12. INDEMNIFICATION. Each Contractor agrees to defend, indemnify and hold harmless, DLAD and the (Sponsor), including [he payment of reasonable attorneys's fees, against any claim or liability for damages or defense against the Borrower's obligation to repay the deferred payment loan which may be maintained against DLAD or (Sponsor) as a result of a default in the Contractor's Performance or as a result of aav orher claica or defense whic:� Borrower has a rigiit to maintain agalnst the Contractor. 13. SUB—CONTRACTORS. Each Contractor agrees that all the warranties contained herein shall apply to all work performed under the Contract, including that performed by any sub—contractors. 14. ACKNOWLEDGMENT. The above warranties are in addition to, and not in limitation of, any and all other rights and remedies to which the Borrower or subsequent owners may be entitled, at law or in equity, and shall survive the conveyance of title, delivery of possession of the property, or other final settlement made by the Borrower and sha11 be binding on the undersigned notwithstanding any provision to the contrary contained in any instrument hereto— fore or hereinafter executed by the Borrower. The Contractor hereby acknowledges that this warranty Ras been approved by DLAD and (Sponsor). Contractor(s) 1. CONTRACTOR Signature 2• CONTRACTOR Signature 3• CONTRACTOR Signature 4. CONTRACTOR Signature 5• CONTR4CTOR Signature ADDRESS Title /el�; Title ADDRESS Title ADDRESS Title ADDRESS Title PHONE PHONE PHONE PHONE PHONE � t.nD-a a 2 Appendix H HOUSING A.ID NEIGIiB0RHO0D COfiSERVATION PROGRAM I.oan Yortfolio and Evaluation Data Sheet Original. - 0/Update - U IYeferred - D or Installment -I Sponsor/Lender Name Loan Number Borrower Name Property Address Date of Application Date of Loan Approval Number of units BEFORE rehab. Number of Units AFTER rehab. Current assessed valuation Current Real Estate Taxes Sa1e Price of property if sold within last five years Age of property (approximate) Years owned by borrower Did code violations exist BEFO4E rehab? Do code violations exist AFTER rehab? County Reinvestment neighborhood Energy Audit done? If yes,�by what organization? Age of Borrower - Head of tiousehold Piarital Status Number in Household Race of Borrower _ (0 or tJ) __ (D or 7) mo. �ay year mo. day year $ , $ $ , (Y or N) (Y or N) (Y or N) (Y or N) (M or S) (See Codce) Sex of Borrower Income of Borrower Income Code Is property insure�l? If yes, for what value? Date of Final Inspection Amount of Loan A. Improvement �f Amount $ , B. Improvement il Amount $ _ _ , _ _ _ C. Improvement ll Amount $ _ _ � _ _ _ D. Improvement l/ _ Amount $ , (M or I� ) $ , _ (A=0-50%, R=50-80%, C=80-100%, D=100-120%) (Y or N) . mo. day year $ , ZMPROVEMENTS E. Improvement /i Amount $ , F. . Improvement IC Amount $ , G. Improvement !I Amount $_ _ , _ __ _ A. Improvement I1 Amount $ , i.AD-483 Name Appendix I WISCONSIN HOUSING & NEIGHBORHOOD CONSERVATION PROGRAM DEFF.RRED PAYMENT LOAN COMPLETION CERTIFICATE Borrower ! � Loan Number Address of Borrower CONTRACTORS Sponsor Name The undersigned certifies that the improvements specified by the Improvements Certificate pertaining to the above property have been completed in their entirety and in accordance with the agreement(s) between the undersigned and the Borrower. A11 work performed Uy the undersigned is subject to and in conformiCy with the warranties set forth in the Contract Warranty. Name of Firu� Signature of Authorized Representative Name of Firm Signature of Au Name zed Representative Signature of Authorized Representative Date Completed Date Completed Date Completed TOTALCOST .............................................. Cost Cost Cost 1:T�77:7�7�idd I certify that the Contractor(s) listed above have completed the improvements specified by the Improvements Certificate pertaining to the above property in full compliance with the agreement(s) between the unciersign?d and the Contractor(s). I authorize (sponsor) to dlsburse on my (our) be_5a1i c+efeYred payman*_ loan funds to the Contractor(s) in payment of the approved work. Signature of Borrower Date of Fina1 Completion � Signature of Borrower SPONSOR On behalf of (sponsor), I certify that the above-referenced loan conforms to the requirements of the Wisconsin Housing and Neighborhood Conservation Program; that the improvements funded by the loan have been inspected and are completed; and that this Completion Certificate is given as evidence oE (sponsor's) compliance with the provisions of the contract between (sponsor) and the Wisconsin Department of Local Affairs and Development. Authorized Sigr.ature Title Date Amount of Loan Approved at Loan Closing S Difference Between Loan Approved and Actual Cost .- ,S LAD-484 Appendix J WISCONSIN HOUSING AND NEIGAB30HOOD CONSF.RVATION PROGRAM QUART�RLY pERFORi•fANCE REPORT Period Covered Signatur� of Preparer /A/ 1. Applications Taken 2. Appli.cations in Process 3. Applicatians Approved 4. Applications Rejected 5. Applications withdrawn (by applicant) 6. Loans Closed 7. Loan Dollars Co�itted 8. Loan Dollars Disbursed Sponsor I�a�e and Number a FROM LAST REPORT N • b THZS UQ ARTER /B/ ADMINISTRATIVE EXPENSL REPORT For Costs Covered with DL�'1D Funds a b c' APPROVED EXPENSES BY TfiIS TOTAL TOTAL CATEGORY pERIOD TO DA'tE BUDGETED TOT_4L ADMINISTP.�ITION Date c TO DATE • • d BALANCE �C� QUARTEP.LY CASH AF]ALYSIS TO Cash on hand beginning of quarter ,, RECEIPTS , _ . L From Di.?eD , . . . . . . o . . . . 2, Interest Cred:Lted to Account ,., _ 3. Loan Repayments , . . , , , o , . 4. Investments Redeemed , . . . . , 5. TOTAI. RECEIVED --- '_"""—'��+w.e.+e4edrr.�t",Y,".'"�^-°.ar�,i"SUa.a,yor TOTAL AVAILABLE DISBURSEMENTS 6. Administrative expenses , , , , , $ — 7. Loan disbursements ,., , , , , , , , 8. Investments made during period ,, 9. TOTAL DISBURSEMEI�3TS 10. CASii ON AAND end of quarter ,,, ,,,,,,, /D/ BALANCE SHEET As of ASSETS 1. Cash on hand . . . . . . . . . . $ 2. Loans Receivable . . . . . , . . 3. Investiaents . . . . . . . . . . . 4. Other . . . . . . . . . . . . . . 5. TOTAL ASSETS LIABILITIES 6. Loans closed, not yet disbursed 7. Other . . . . . . . . . . . , $ • TOTAT. LIABILITIES FUND BAI.ANCE . . . . . . . . . . . . TOTAL LIABILITI�S AND FUND BALANCE . . . . . . $ $ $. . . . . . . . . . . . . . . $ F-- Z W � d < O G J L W C7 a O W d' O C1 nz zo ¢ H -�( N Q FN-- � � .-. s-+ d' � Q W r-r W N J rn l� : n Q O � � J r-� U O J � O O m � J S � � U' i L� O H _p O m J N S W li F -- C7 W W � c � O l- U K � Z Q Z H d Q W � C'S Z .Z+ � N N � Z O O 2 U N 3 Appendix h �-- z v w o° `° c� ,a' a � _ m N L7 U O � O N � � � j � � N N p Z ¢ m �' � � C7 Z � N `' 'V- p� p�j � N t� . N � V' � Ol O •-- ^ N �p S +H N N �- O H z w r � K O � p � N d lD � � � � O O �p � � ^� N � N � r m O W � � '� O tp � � � N M M � N p � � Oi � � N a N � ^ ^ N W W � F - C=,'3 Z H � LL, O U W ' � � � O W i0-+ l0 W M h � Z r-- � ^ � � ¢ 3 b4 N 'r O 0 W Z � ¢ Y 1--� w � ` F' F- F- O ` tn ln Z V t�7 li. '-r O �-'� W W Q O J p � W � � W F- 7 N W � 2' Z �S F"' F--ZNQ � O W O w � w Z � W z¢ <¢ w W CI] N N W� C V-- K �-a O �--� O��' Z � d' � LL. } p C¢`3F--O 3-� y"3M¢ O F �W O Wc[J WZJ � Z d S O a z� � � � . `O =7 Vl J Q U m # Appendix L ADDITIO`:aL SPL:CItIC CONDITIO'+S There are no additional specific conditions to this contract. Stanley J. Wrzeski, Jr. Senior Sponsor Liaison Date �� O 1> U rl N � O 'd • a�a�� a, a, ao z. a�oa�c� s. €� o vo • s. �dy� a a� �� >casm o n, o s, ,� o � �., a +> �--� ,V,;., a,� a� � . �a �> � ;".' o m n� s � .N +> � � ' � a�i � a o�cu � � b d-> U U] N �os�s� � � ,� s, o �d a� v�rowo, a� � w a� a ai¢ro ; j � � .. ti � m � � a � • o � a c'�, o m E c� i". 0 � +� 0 � � � ti rn � ti � � � x �, a� � U � +� � U