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CD Rental Affordable Housing ProgramSAN RAFAEL THE CITY WITH A MISSION Community Development Department -Planning Division DATE : May 21, 2018 INTER-DEPARTMENTAL MEMORANDUM TO: Lisa Goldfien, Assistant City Attorney; Jim Schutz, City Manager FROM: Paul Jensen, Community Development Director (-f fl ,I I /, () ./:f ·_.(,l-0.f ,41'-• SUBJECT: Professional Services Agreement-Marin Housing Authority Management of BMR Rental Program The Marin Housing Authority (MHA) currently manages the City's BMR ownership and rental programs. The BMR ownership program has been managed by MHA for over 30 years and the service is covered under a Professional Service Agreement through 2020 . The management of the BMR rental program was assigned to MHA in 2016 following the retirement of Stephanie Lovette, former Economic Development Manager. Stephanie managed the BMR rental program. The current PSA for the BMR rental program will terminate on June 30, 2018. Attached, please find a new PSA with MHA for the BMR rental program. The provisions of the draft PSA are the same as the currently-executed agreement. The proposed term is for three years, which is a City cost of $14,700 per year. The fee for this service is covered by Fund 243, Affordable Housing In-lieu Fee . 1 AGREEMENT FOR PROFESSIONAL SERVICES FOR PROGRAM MANAGEMENT SERVICES FOR RENT AL AFFORDABLE HOUSING PROGRAM This Agreement is made and entered into this (e, of Av.gvst , 2018, by and between the CITY OF SAN RAFAEL (hereinafter "CITY"), and the HOUSING AUTHORITY OF THE COUNTY OF MARIN (hereinafter "CONTRACTOR"). RECITALS WHEREAS, San Rafael General Plan 2020 contains policies for the provision of affordable housing programs in San Rafael; and WHEREAS, CITY currently contracts with CONTRACTOR to manage City's affordable ownership housing program; and WHEREAS, on May 2, 2016, the CITY entered into a contract for the CONTRACTOR entered into a contract to manage City's affordable rental housing program for an annual fee of $30,000; and WHEREAS, the current contract expires on June 30, 2018. The CITY and CONTRACTOR desire to continue the contract for an additional time period and to increase the contract amount by two percent to reflect inflation costs. AGREEMENT NOW, THEREFORE, the parties hereby agree as follows: 1. PROJECT COORDINATION. A. CITY'S Project Manager. Paul Jensen, Community Development Director, is hereby designated the PROJECT MANAGER for the CITY, and said PROJECT MANAGER, or any successor PROJECT MANAGER that CITY may, in its sole discretion, designate, shall supervise all aspects of the progress and execution of this Agreement. B. CONTRACTOR'S Project Director. CONTRACTOR shall assign a single PROJECT DIRECTOR to have overall responsibility for the progress and execution of this Agreement for CONTRACTOR. Carmen Hall Soruco is hereby designated as the PROJECT DIRECTOR for CONTRACTOR. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONTRACTOR shall notify the CITY within ten (10) business days of the substitution. OR INA 4-3-734 2. DUTIES OF CONTRACTOR. CONTRACTOR shall perform the duties and/or provide services as follows: Per the Scope of Services attached as Exhibit A hereto and incorporated herein by reference. 3. DUTIES OF CITY. CITY shall pay the compensation as provided in Paragraph 4, and perform the duties as follows: • Provide CONTRACTOR with, and update as necessary, a list of developments with affordable rental housing units, and their contact and other information, including phone number and email addresses. The required list, current as of the date of this Agreement, includes a total of774 BMR rental units (Exhibit B); • Provide paper copies of affordable rental agreement ("BMR Agreement") for each property in the program; • Provide a template for annual monitoring fee invoices in excel format; • Provide a template of form (Tenant Income Certification) and a template of form (Certification of Continuing Compliance), in excel format for each property in the program; • Provide collection services and legal services to address properties that are out of compliance; • Provide CONTRACTOR with signed Agreements and certificates for properties entering the program. 4. COMPENSATION. For the full performance of the services described herein by CONTRACTOR, CONTRACTOR shall be paid as follows: A. Commencing on July 1, 2018, CONTRACTOR shall receive a fee of Thirty Thousand and Six Hundred Dollars ($30,600) in full compensation for the required annual management services during that Fiscal Year. The total compensation amount will be payable by a combination of the total Annual Monitoring and Certification Fees, as set forth in Exhibit B, to be collected directly by CONTRACTOR, and a payment from CITY for the remaining total compensation amount. For the avoidance of doubt, if CONTRACTOR collects Annual Monitoring and Certification Fees totaling Sixteen Thousand Dollars ($16,000) from the property owners identified in Exhibit B, then CITY shall pay CONTRACTOR an additional amount not to exceed Fourteen Thousand Seven Hundred Dollars ($14,700) for a total compensation of Thirty Thousand and Six Hundred Dollars ($30,600) for the fiscal year. B. For each successive Fiscal Year during the term of this Agreement, the fee shall be · increased by two percent (2%). 2 C. As a separate and additional element of compensation hereunder, CONTRACTOR shall be paid a one-time fee of $200 for administering any new rental units added to the program (not included in Exhibit B) after the effective date of this Agreement. D. Annually, on or before May 30 th of each Fiscal Year of this Agreement, CONTRACTOR shall submit an invoice to CITY for the compensation due hereunder for that Fiscal Year, which invoice shall reflect the amount of Annual Monitoring and Certification Fees collected by CONTRACTOR from each development as set forth in Exhibit B. 5. TERM OF AGREEMENT. The term of this Agreement shall be for three years (3) years (2018-2020), subject to the termination provisions in Paragraph 6. 6. TERMINATION. A. Discretionary. Either party may terminate this Agreement during the contract period without cause upon one hundred and twenty (120) days written notice mailed or personally delivered to the other party. B. Cause. Either party may terminate this Agreement for cause upon sixty (60) days written notice mailed or personally delivered to the other party, and the notified party's failure to cure or correct the cause of the termination, to the reasonable satisfaction of the party giving such notice, within such fifteen ( 15) day time period. C. Effect of Termination. Upon receipt of notice of termination, neither party shall incur additional obligations under any provision of this Agreement without the prior written consent of the other. In the event of termination of this Agreement by either party, with or without cause, CITY shall pay CONTRACTOR a prorated amount of the full compensation amount otherwise due for the fiscal year in which the termination becomes effective, calculated by dividing the number of days that have elapsed in the fiscal year in which the termination becomes effective by 365, less credits for any Annual Maintenance and Certification Fees collected by CONTRACTOR as provided in Paragraph 4(B). In addition, in the event of termination CONTRACTOR also shall be paid the annual flat fee provided in Paragraph 4(C) for any rental units added to the program in the fiscal year before the effective date of the termination. D. Return of Documents. Upon termination, any and all CITY documents or materials provided to CONTRACTOR and any and all of Contractor's documents and materials prepared for or relating to the performance of its duties under this Agreement, shall be delivered to CITY as soon as possible, but not later than thirty (30) days after termination. 3 7. OWNERSHIP OF DOCUMENTS. The written documents and materials prepared by the CONTRACTOR in connection with the performance of its duties under this Agreement shall be the sole property of CITY. CITY may use said property for any purpose, including projects not contemplated by this Agreement. 8. INSPECTION AND AUDIT. Upon reasonable notice, CONTRACTOR shall make available to CITY, or its agent, for inspection and audit, all documents and materials maintained by CONTRACTOR in connection with its performance of its duties under this Agreement. CONTRACTOR shall fully cooperate with CITY or its agent in any such audit or inspection. 9. ASSIGNABILITY. The parties agree that they shall not assign or transfer any interest in this Agreement nor the performance of any of their respective obligations hereunder, without the prior written consent of the other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising hereunder shall be void and of no effect. 10. INSURANCE. A. Scope of Coverage. During the term of this Agreement, CONTRACTOR shall maintain, at no expense to CITY, the following insurance policies: 1. A commercial general liability insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, for death, bodily injury, personal injury, or property damage. 2. An automobile liability (owned, non-owned, and hired vehicles) insurance policy in the minimum amount of one million dollars ($1,000,000) dollars per occurrence. 3. If any licensed professional performs any of the services required to be performed under this Agreement, a professional liability insurance policy in the minimum amount of two million dollars ($2,000,000) per occurrence/four million dollars ($4,000,000) aggregate, to cover any claims arising out of the Contractor's performance of services under this Agreement. Where CONTRACTOR is a professional not required to have a professional license, CITY reserves the right to require CONTRACTOR to provide professional liability insurance pursuant to this section. 4. If it employs any person, CONTRACTOR shall maintain worker's compensation and employer's liability insurance, as required by the State Labor Code and other applicable laws and regulations, and as necessary to protect both CONTRACTOR and CITY against all liability for injuries to Contractor's officers and employees. CONTRACTOR'S worker's compensation insurance shall be specifically endorsed to waive any right of subrogation 4 against CITY. B. Other Insurance Requirements. The insurance coverage required of the CONTRACTOR m subparagraph A of this section above shall also meet the following requirements: 1. Except for professional liability insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as additionally named insureds under the policies. 2. The additional insured coverage under CONTRACTOR'S insurance policies shall be primary with respect to any insurance or coverage maintained by CITY and shall not call upon City's insurance or self-insurance coverage for any contribution. The "primary and noncontributory" coverage in CONTRACTOR'S policies shall be at least as broad as ISO form CG20 010413. 3. Except for professional liability insurance, the insurance policies shall include, in their text or by endorsement, coverage for contractual liability and personal injury. 4. The insurance policies shall be specifically endorsed to provide that the insurance carrier shall not cancel, terminate or otherwise modify the terms and conditions of said insurance policies except upon ten (10) days written notice to the PROJECT MANAGER. 5. If the insurance is written on a Claims Made Form, then, following termination of this Agreement, said insurance coverage shall survive for a period of not less than five years. 6. The insurance policies shall provide for a retroactive date of placement coinciding with the effective date of this Agreement. 7. The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before CITY'S own insurance or self-insurance shall be called upon to protect it as a named insured. 8. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits shall be available to CITY or any other additional insured party. Furthermore, the requirements for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured; whichever is greater. C. Deductibles and SIR's. Any deductibles or self-insured retentions in Contractor's insurance policies must be declared to and approved by the PROJECT MANAGER and City 5 Attorney, and shall not reduce the limits of liability. Policies containing any self-insured retention (SIR) provision shall provide or be endorsed to provide that the SIR may be satisfied by either the named insured or CITY or other additional insured party. At City's option, the deductibles or self- insured retentions with respect to CITY shall be reduced or eliminated to City's satisfaction, or CONTRACTOR shall procure a bond guaranteeing payment of losses and related investigations, claims administration, attorney's fees and defense expenses. D. Proof of Insurance. CONTRACTOR shall provide to the PROJECT MANAGER or CITY'S City Attorney all of the following: (1) Certificates of Insurance evidencing the insurance coverage required in this Agreement; (2) a copy of the policy declaration page and/01· endorsement page listing all policy end01·sements for the commercial general liability policy, and (3) excerpts of policy language or specific endorsements evidencing the other insurance requirements set forth in this Agreement. CITY reserves the right to obtain a full certified copy of any insurance policy and endorsements from CONTRACTOR. Failure to exercise this right shall not constitute a waiver of the right to exercise it later. The insurance shall be approved as to form and sufficiency by PROJECT MANAGER and the City Attorney. . 11. INDEMNIFICATION. A. CONTRACTOR shall, to the fullest extent permitted by law, indemnify, release, defend with counsel approved by CITY, and hold harmless CITY, its officers, agents, employees and volunteers (collectively, the "City Indemnitees"), from and against any claim, demand, suit, judgment, loss, liability or expense of any kind, including but not limited to attorney's fees, expert fees and all other costs and fees of litigation, (collectively "CLAIMS"), arising out of CONTRACTOR'S willful misconduct or negligent performance of its obligations or conduct of its operations under this Agreement. To the extent that liability is caused by the negligence or willful misconduct of the City Indemnitees, the Contractor's indemnification obligation shall be reduced in proportion to the City Indemnitees' share of liability for the negligence or willful misconduct. In addition, the acceptance or approval of the Contractor's work or work product by the CITY or any of its directors, officers or employees shall not relieve or reduce the Contractor's indemnification obligations. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CONTRACTOR'S performance of or operations under this Agreement, CONTRACTOR shall provide a defense to the City Indemnitees or at CITY'S option reimburse the City Indemnitees their costs of defense, including reasonable attorneys' fees, incurred in defense of such claims. B. CITY shall, to the fullest extent permitted by law, indemnify, release, defend with counsel approved by CONTRACTOR, and hold harmless CONTRACTOR, its officers, agents, employees and volunteers (collectively, the "Contractor lndemnitees"), from and against any claim, demand, suit, judgment, loss, liability or expense of any kind, including but not limited to attorney's fees, expert fees and all other costs and fees of litigation, (collectively "CLAIMS"), arising out of CITY'S willful misconduct or negligent performance of its obligations or conduct of its operations under this Agreement. To the extent that liability is caused by the negligence or willful misconduct of the Contractor Indemnitees, the City's indemnification obligation shall be reduced in proportion to the Contractor Indemnitees' share 6 of liability for the negligence or willful misconduct. In the event the Contractor lndemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CITY'S performance of or operations under this Agreement, CITY shall provide a defense to the Contractor Indemnitees or at CONTRACTOR'S option reimburse the Contractor Indemnitees their costs of defense, including reasonable attorneys' fees, incurred in defense of such claims. C. The defense and indemnification obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement, and shall survive the termination or completion of this Agreement for the full period of time allowed by law. 12. NONDISCRilvlINATION. CONTRACTOR shall not discriminate, in any way, against any person on the basis of age, sex, race, color, religion, ancestry, national origin or disability in connection with or related to the pe1formance of its duties and obligations under this Agreement. 13. COMPLIANCE WITH ALL LAWS. CONTRACTOR shall observe and comply with all applicable federal, state and local laws, ordinances, codes and regulations, in the performance of its duties and obligations under this Agreement. CONTRACTOR shall perfmm all services under this Agreement in accordance with these laws, ordinances, codes and regulations. CONTRACTOR shall release, defend, indemnify and hold harmless CITY, its officers, agents and employees from any and all damages, liabilities, penalties, fines and all other consequences from any noncompliance or violation of any laws, ordinances, codes or regulations. 14. NO THIRD PARTY BENEFICIARIES. CITY and CONTRACTOR do not intend, by any provision of this Agreement, to create in any third party, any benefit or right owed by one party, under the terms and conditions of this Agreement, to the other party. 15. NOTICES. All notices and other communications required or permitted to be given under this Agreement, including any notice of change of address, shall be in writing and given by personal delivery, or deposited with the United States Postal Service, postage prepaid, addressed to the parties intended to be notified. Notice shall be deemed given as of the date of personal delivery, or if mailed, upon the date of deposit with the United States Postal Service. Notice shall be given as follows: · 7 TO City's Project Manager: TO Contractor's Project Director: 16. INDEPENDENT CONTRACTOR. Paul Jensen Community Development Director City of San Rafael 1400 Fifth A venue P.O. Box 151560 San Rafael 1 CA 94915-1560 Carmen Hall Soruco Homeownership Programs Manager Housing Authority of the County of Marin 4020 Civic Center Drive San Rafael, CA 94903-4173 For the purposes, and for the duration, of this Agreement, CONTRACTOR, its officers, agents and employees shall act in the capacity of an Independent Contractor, and not as employees of the CITY. CONTRACTOR and CITY expressly intend and agree that the status of CONTRACTOR, its officers, agents and employees be that of an Independent Contractor and not that of an employee of CITY. 17 . ENTJRE AGREEMENT --AMENDMENTS. A. The terms and conditions of this Agreement, all exhibits attached, and all documents expressly incorporated by reference, represent the entire Agreement of the parties with respect to the subject matter of this Agreement. B. This written Agreement shall supersede any and all prior agreements, oral or written, regarding the subject matter between the CONTRACTOR and the CITY. C. No other agreement, promise or statement, written or oral, relating to the subject matter of this Agreement, shall be valid or binding, except by way of a written amendment to this Agreement. D. The terms and conditions of this Agreement shall not be altered or modified except by a written amendment to this Agreement signed by the CONTRACTOR and the CITY. E. If any conflicts arise between the terms and conditions of this Agreement, and the terms and conditions of the attached exhibits or the documents expressly incorporated by reference, the te1ms and conditions of this Agreement shall control. 8 18. SET-OFF AGAINST DEBTS. CONTRACTOR agrees that CITY may deduct from any payment due to CONTRACTOR under this Agreement,· any monies which CONTRACTOR owes CITY under any ordinance, agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or other amounts. 19. WANERS. The waiver by either party of any breach or violation of any term, covenant or condition of this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any other term, covenant, condition, ordinance, law or regulation, or of any .subsequent breach or violation of the same or other te1m, covenant, condition, ordinance, law or regulation. The subsequent acceptance by either paity of any fee, performance, or other consideration which may become due or owing under this Agreement, shall not be deemed to be a waiver of any preceding breach or violation by the other party of any te1m, condition, covenant of this Agreement or any applicable law, ordinance or regulation. 20. COSTS AND ATTORNEY'S FEES. The prevailing party in any action brought to enforce the terms and conditions of this Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs (including claims administration) and attorney's fees expended in connection with such action. 21. CITY BUSINESS LICENSE I OTHER TAXES. CONTRACTOR shall obtain and maintain during the duration of this Agreement, a CITY business license as required by the San Rafael Municipal Code. CONTRACTOR shall pay any and all state and federal taxes and any other applicable taxes. CITY shall not be required to pay for any work performed under this Agreement, until CONTRACTOR has provided CITY with a completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and Certification). 22. APPLICABLE LAW. The laws of the State of California shall govern this Agreement. 9 IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. CITY OF SAN RAFAEL MARIN HOUSING, CONTRACTOR ATTEST: Lindsay Lara, City Clerk 10 EXHIBIT A TO AGREEMENT FOR PROGRAM MANAGEMENT SERVICES FOR RENT AL AFFORDABLE HOUSING PROGRAM BETWEEN THE CITY OF SAN RAFAEL AND THE HOUSING AUTHORITY OF MARIN COUNTY SCOPE OF SERVICES CONTRACTOR will provide Below Market Rental (BMR) Program Monitoring services including: o Prepare and maintain up-to-date a list of apartment developments with affordable units within the City of San Rafael, including contact infmmation and rental levels for posting on the CITY's and CONTRACTOR's websites; o In connection with the monitoring services, recalculate a schedule of maximum allowable BMR rents each time HUD publishes a revised Area Median Income. Utility allowances shall also be revised at the same time based on the current Section 8 Housing Assistance Payment Program schedule of utility allowances determined by the CONTRACTOR; o Provide the schedule to the CITY for posting on the CITY website and CONTRACTOR website; o Provide information on the Section 8 program and fair market rents to each program participant; o Bill and collect the Annual Monitoring and Certification Fee for each development as specified in Exhibit B of this Agreement; o Review annual Tenant Income Certifications and Certificates of Continuing Compliance submitted by property management company; o Answer questions submitted by the property management company or property residents; o Notify property management company of discrepancies or incorrect information in the annual reporting; o Provide property management company with options to correct violations of their BMR Agreement with the CITY, including incorrect rental charges; ., Notify CITY of any property management company/owner that is delinquent in filing annual certifications or Annual Monitoring and Certification Fee payment; o Submit to CITY an invoice annually, on or before April 30th of each Fiscal Year, for services during that Fiscal Year pursuant to this Agreement; CONTRACTOR shall not be responsible for negotiating new BMR contracts with property owners. If the CITY desires that CONTRACTOR perform those services, and CONTRACTOR is willing to perform those services, the parties shall execute an amendment of this Agreement to add such services, shall enter into a separate agreement for such services or charge the developer. CONTRA CTOR shall not be responsible for filing any required annual reporting to any Federal or State authorities including the California Debt Limitation Allocation Committee . As part of its regular duties, CONTRACTOR will provide the CITY If the CITY desires that CONTRACTOR perform those services, and CONTRACTOR is willing to perform those services, the parties shall execute an amendment of this Agreement to add such services or shall enter into a separate agreement for such services. ----I EXHIBIT B I I -------1- City of San Rafael BMR Rental units with annual certifications ----·- f------ i I As of June 30, 2018 ---+----_-=_-_- i I I - Project Name ' Street#: Street Name : BMR units : Fee I I ·+--------'-------+------i------1 ! 155 !Andersen Dr I 11 ; $850.00 Albert Lofts Artw~ks (Gordon's Opera) Baypoint Apts Belvedere Place 509 Canal-Ricci 540 Canal Carmel Hotel i 1337 j4th Street I 17 1 $0.00 ! i 345 i Catalina I 29 1 $1,450.00 162-172 I Belevedere Pl ! 26 $0.00 509 : Canal i 13 $0.00 540 :canal 3 1 $150.00 830 : B Street 29 ; $0.00 C-e-nterpo-in_t_ ----1 39 : Mary Street _...,. ______ 6_,_; ---$-0-.0-0--+------, Centertown j 855 ! C Street r---29 j $0.00 I - Clocktower -----! -729 14th Street I 5 : $250.00 Deer Valley ! 2500 ! Deer Valley R I 26 i $1,300.00 I Drake Terrace I j EXPIRED I O; $0.00 _Ec_o_lo~g~y_H_o_u_s _e ________ ~1 ___ 37S l Catalina ! 2!+-$0.00 Alto Station i 55 :Fairfax --1 40 1 $0.00 Fourth Street Hotel ! 1111 '. 4th Street ' 20 : $0.00 One H St. 1 ' H Street I 20 1 $1,000.00 1---------------~' ----------+-' ------.-----•-----< Highlands of Marin I 1001 1 Cresta i 33 : $3,300.00 1-l-l ~0-3-L-in_co_l_n ___________ l ___ l _l0_3_:_L_-in-co_l_n---~ 1 ----1-2-+l-~-$0 ___ 00-+-----• Lone Palm 1 84o ;c Street I 24 : $4,000.00 Maria B. Freitas i 455 ! Freitas Pkwy i 61 ! $0.00 Roger Green--i---7+-; M-ar-ip_o_s_a_~--+1-----1-0+-1, ---$-0-.0-0-+------i Martinelli House I 1327' Lincoln 1 66 ! $0.00 1--------------~--------f------------+------1 MCIL ' 710 :4th Street i 5 ; $0.00 1--------------<: ----------+--------;------+-----• Merrydale Meadows ' 163 ; Merrydale 2 : $300.00 410 Mission ! 410 '. Mission ' 11 l $0.00 ,_3_3_N_o_rt_h ___________ i 33 1San Pablo I 16 : $800.00 •--------------+---------+------~----~------• 75 Plum Tree Lane : 75 : Plum Tree Ln i 1 ! $50.00 I RafaelTown Center ! 105o 'court 38 ; $1,900.00 ! _____ , •-R-iv-i-er_a__________ ! 455 1 Canal i --18 , $0.00 I 1 _R_o_ta_r~y_M_a_n_o_r _________ , __ 1_8_2_1 ~; 5_th_A_ve_n_u_e_~j ______ 99-;:+-_~$_0._0_0-+j _____ 1 San Rafael Commons 302 , 4th Street I SO : $0.00 I St. Vincent's i 822 'B Street : 8 1 $0.00 / -,------;--- Sundance Apts : 95 : Medway i 7 $0.00 I "----------~---;----+---,--------,----+---+------I Ventana ; 1515 : Lincoln 1 3 : $150 .00 I Villa Marin 161 1Novato 4 : $0.00 ; Villa Marin ' 165 : Novato 4 1 $0.00 : Villa Marin ' 153 Novato 4 , $0.00 I ___;..---:- Lincoln Mission-Irwin Caridge houses G Square clocktowerll ------Total billed 2018-19 Contract amount 2018-19 Net due (without deliquencies) 1867 , Lincoln 2 $100.00 ; 1200 .lrwin 2 $100.00 ! 1700 :4th Street 1 $100.00 ! 980 \incoln 2 $200.00 : l. --~----- 774 : $16,000.00 I -------i $ 30,600.ooT- 1 $ 14,600.00 I ❖ Hid Gf(lup Policy Change No. 01-1OA-10-2017-16 Change Endorsement Additional Insureds -Designated Person or Organization Named Insured: Marin County Housing Authority Policy Number: HARRG-145-169679-2017 Policy Effective Date: 06/30/2017 -06/30/2018 Issue Date: 06/05/2017 Premium: $0 Effective From: 06/30/2017 at the time of day the policy becomes effective. Commercial Liability The Insurance is Amended as follows: This Endorsement modifies insurance provided under the following Coverage Section(s): Bodily Injury and Property Damage Liability -Coverage Section A · Personal and Advertising Injury Liability -Coverage Section B SCHEDULE Additional Insured: County of Marin Community Development Agency 3501 Civic Center Drive, Suite 308 San Rafael, CA 94903 Operations/Premises: No Interest Loan Pool Program Paragraph II.A., Who Is An Insured, is amended to include as an insured the person(s) or organization(s) shown in the Schedule, but only with respect to their liability for "bodily injury," "property damage" and/or "personal and advertising injury" caused or committed, in whole or in part, by you or those acting on your behalf: A. In the performance of the ongoing operations described in the Schedule; or B. In connection with the premises shown in the Schedule All other terms and conditions contained in the policy remain in full force and effect. Description: County of Marin as additional insured per Endorsement No. 01-10A-10. HACL 10A 0807 Housing Authority Risk Retention Group Date: 06/05/2017 HAI Group"' I 1B9 Commerce Court, Cheshire, CT 06410 I HAI Group is a registered trademark for a family of companies which inc ludes Housing Authority Risk Retention Group, Inc.; Housing Authority Property Insurance, I\ Mutual Company; Housing Enterprise Insurance Company, Inc.: and Housing Insurance Services. Inc. (DBA Housing Insurance Agency Services in NY and Ml). ❖HAI Group 189 Commerce Court PO Box189 Cheshire, CT 06410-0189 203-272-8220 or 800-873-0242 fax 203-271-2265 www.housingcenter.com CERTIFICATE OF INSURANCE ID: 145, Endorsement: 01-10A-10-2017-16 Insured: Marin County Housing Authority Address: 4020 Civic Center Drive Issue Date: 06/05/2017 San Rafael, CA 94903-4173 Coverages------------------------------------------------------------------------------------------------------------------- Type of Insurance Policy Number Limits Commercial Liability HARRG-145-169679-2017 General Aggregate: [X] CoverageA; Bodily Injury and Per Occurrence: Property Damage Liability: Effective Date: Personal and Adv lnj: Occurrence 06/30/2017 12:01 AM Fire Damage Sub-Limit: [X] CoverageB: Personal and Expiration Date: Athletic Sport Sub-Limit Advertising Injury Liability: Per Occurrence: 06/30/2018 12:01 AM Aggregate: Occurrence [X] CoverageE: Mold, Other Fungi Mold, Other Fungi or Bacteria: or Bacteria Liability: Claims Made Retro Date: 6/30/11 Description: County of Marin as additional insured per Endorsement No. 01-10A-10. Certificate County of Marin, Holder: Community Development Agency 3501 Civic Center Drive, Suite #308 San Rafael, CA 94903 Company: Housing Authority Risk Retention Group, Inc. $ 2,000,000 $ 2,000,000 $ 2,000,000 $ 50,000 $ 250,000 $ 250,000 $ 250,000 THIS IS TO CERTIFY THAT THE POLICIES LISTED ABOVE HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY CLAIMS PAID. THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES ABOVE. Should any of the above described policies be cancelled before the expiration date thereof, the issuing company will endeavor to mail 90 days written notice to the certificate holder named above, but failure to mail such notice shall impose no obligations or liability of any kind upon the company, its agents, or representatives. Signature of Authorized Representative HAI Group'-" 1189 Commerce Court, Cheshire, c-061\10 I HAI Group is a registered trademark for a fami ly of companies which includes Housing Authority Risk Re tention Group. Inc.; Housing Authority Property Insurance, A Mutual Company; Housing E:nterprise I risurance Company, Inc.; and Housing Insurance Services, Inc. (OBA Housing Insurance Agency Services in NY and Ml). CONTRACT ROUTING FORM INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below. TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER: Contracting Department: Community Development Project Manager: Paul Jensen Extension: 5064 Contractor Name: Marin Housing Authority Contractor's Contact: Stephanie Lovette Contact's Email: slovette@marinhousing.org D FPPC: Check if Contractor/Consultant must file Form 700 Step RESPONSIBLE DESCRIPTION DEPARTMENT 1 Project Manager a. Email PINS Introductory Notice to Contractor b . Email contract (in Word) & attachments to City Atty c/o Laraine .Gittens@cityofsanrafael.org 2 City Attorney a. Review, revise, and comment on draft agreement and return to Project Manager b. Confirm insurance requirements, create Job on PINS, send PINS insurance notice to contractor 3 Project Manager Forward three (3) originals of final agreement to contractor for their signature 4 Project Manager When necessary, * contractor-signed agreement agendized for ~proval'1.f<g:Z> *PSA > ; or Purchase> O; or Public Works Contra ct> $125 ,000 Date of Council approval PRINT CONTINUE ROUTING PROCESS WITH HARD COPY 5 Project Manager Forward signed original agreements to City Attorney with printed copy of this routing form 6 City Attorney Review and approve hard copy of signed agreement 7 City Attorney Review and approve insurance in PINS , and bonds (for Public Works Contracts) 8 City Manager/ Mayor Agreement executed by Council authorized official 9 City Clerk Attest signatures, retains original agreement and forwards copies to Project Manager COMPLETED DATE 5/21/2018 5/21/2018 Click here to enter a date. ~!tb1J;:f Click here to enter a date. • N/A Or Click here to enter a date. ft;) /1 /;~ ~ 'l/41 v! I B 7 <l /v/, g REVIEWER Check/Initial ~ ~ ~ ~ ~ ft!- • • . . U- U4, ~ ~ ~~ 4-3-734