Loading...
HomeMy WebLinkAboutPACKET FEB 09 2010 RICH WITH OPPORTUNITY [I r . � T - E - X - A • S REGULAR MEETING OF THE CITY COUNCIL COUNCIL CHAMBERS FEBRUARY 9, 2010 1:30 P.M. I CONSENT AGENDA * Approval of minutes * Confirmation of committee appointments A) Approve a resolution accepting payment to authorize the release of a paving lien against property described as 1280 Orange Street, Lots 136, 137 & 138, Block 12 of Crary, B.D. Addition, Beaumont, Texas A RICH WITH OPPORTUNITY r T E • X A • S City Council Agenda Item TO: City Council FROM: Kyle Hayes, City Manager PREPARED BY: Laura Clark, Chief Financial Officer MEETING DATE: February 9, 2010 REQUESTED ACTION: Council consider a resolution accepting payment in the amount of$1,000 authorizing the release of a paving lien against property described as 1280 Orange Street, Lots136, 137 & 138, Block 12 of Crary, B.D. Addition, Beaumont, Texas. RECOMMENDATION Administration recommends approval. BACKGROUND The property described as 1280 Orange Street, Lots 136, 137 & 138, Block 12 of Crary, B.D. Addition has apaving lien dated 5/25/1927 totaling$6,084.01 which represents$664.65 in principal and $5,419.36 in interest. Alberto &Juana Zamaripa purchased the property October 1, 2004, but the lien was not discovered and cleared. Although the Zamaripas have submitted a letter offering to pay the principal amount and are asking that the interest on the lien be waived, Staff recommends payment of $1,000 which includes principal of $664.65 and interest of $335.35. The Zamaripas are in agreement with this recommendation. BUDGETARY IMPACT None. January 27, 2010 To Whom It May Concern: My name is Alberto Zamparipa. I am the current owner of 1280 Orange St. in Beaumont Texas. While in the process of selling this property, I was informed of a Paving Lien from 1927 in the amount of$664.65 plus interest of$5,419.36. I was unaware of this lien at the time I purchased the property in 2004. 1 am requesting that you consider eliminating the interest on the lien leaving the principal amount due of $664.65. I will be able to pay this amount to have the lien released. Please contact me at 409-736-2382 if you need more information regarding this matter. Below I have included my mailing address. Sincerely, Alberto & Juana Zamaripa Alberto Zamaripa and Juana Zamaripa 2941 59th Street Port Arthur TX 77640 RESOLUTION NO. WHEREAS, a paving lien dated May 25, 1927, in the amount of $6,084.01 (representing $664.65 in principal and $5,419.36 in interest) exists against property described as 1280 Orange Street, Lots 136, 137 and 138, Block 12 of Crary, B. D. Addition, Beaumont, Texas; and WHEREAS, Alberto and Juana Zamaripa, owners of the subject property since October 1, 2004, offered payment of the principal amount of $664.65 for release of the paving lien; and WHEREAS, the City of Beaumont is requesting payment of $1,000 which includes the principal amount of $664.65 and interest in the amount of $335.35; and WHEREAS, Alberto and Juana Zamaripa are in agreement; NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF BEAUMONT: THAT the City Manager be, and he is hereby, authorized to accept $1,000 and waive interest in the amount of$5,084.01 in settlement of the paving lien charges on the above- described property. BE IT FURTHER RESOLVED THAT the City Manager is hereby authorized to execute all documents necessary to evidence the release of the paving lien. PASSED BY THE CITY COUNCIL of the City of Beaumont this the 9th day of February, 2010. - Mayor Becky Ames - RICH WITH OPPORTUNITY 17L A►11 1�1 C1 1114( T - E • X • A • S REGULAR MEETING OF THE CITY COUNCIL COUNCIL CHAMBERS FEBRUARY 9, 2010 1:30 P.M. AGENDA CALL TO ORDER * Invocation Pledge Roll Call * Presentations and Recognition: * Public Comment: Persons may speak on scheduled agenda items 1-4/Consent Agenda * Consent Agenda GENERAL BUSINESS 1. Consider adopting proposed Neighborhood Stabilization Program procedures and guidelines, a budget and an application to be used to redevelop neighborhoods through demolition and the redevelopment of single family homes 2. Consider adopting proposed Weatherization Assistance Program procedures and guidelines 3. Consider approving a contract for the Florida Avenue Pavement Improvement Proj ect 4. Consider approving a contract for insurance broker services COMMENTS * Councilmembers/City Manager comment on various matters * Public Comment (Persons are limited to 3 minutes) EXECUTIVE SESSION * Consider matters related to contemplated or pending litigation in accordance with Section 551.071 of the Government Code: Claim Against MustangCat Claim Against Beaumont Metropolitan YMCA City of Alpine litigation (Texas Open Meetings Act) State of Texas v. James Edward Mathews, Jr. City of Beaumont v. James Mathews Persons with disabilities who plan to attend this meeting and who may need auxiliary aids or services are requested to contact Lenny Caballero at 880-3716 three days prior to the meeting. 1 February 9, 2010 Consider adopting proposed Neighborhood Stabilization Program procedures and guidelines, a budget and an application to be used to redevelop neighborhoods through demolition and the redevelopment of single family homes RICEI WITH OPPORTUNITY r T • E • x • A • s City Council Agenda Item TO: City Council FROM: Kyle Hayes, City Manager C)� PREPARED BY: Chris Boone, Community Development Director MEETING DATE: February 9, 2010 REQUESTED ACTION: Council consider adopting proposed Neighborhood Stabilization Program Procedures and Guidelines, budget and application. RECOMMENDATION The Administration recommends approval. BACKGROUND On June 30, 2009, the Beaumont City Council authorized the City Manager to apply for Neighborhood Stabilization Program(NSP) funds in an amount up to $900,000 from the Texas Department of Housing& Community Affairs (TDHCA)that would be used to redevelop neighborhoods through demolition and redevelopment of single family homes. Because of federal distribution recalculations, the City's available allocation was adjusted to $1,185,129. The Neighborhood Stabilization Program is a HUD-funded program authorized by the"Housing and Economic Recovery Act of 2008" (HERA). A requirement for the program is to have an adopted budget, applications and guidelines. The Neighborhood Stabilization Program Guidelines and application are attached. Below is the proposed budget. NSP funds totaling$1,185,129 will be used as follows: Administration $56,435 Purchase and Rehabilitation of NSP-eligible properties $1,007,621 - Acquisition and Disposition ($675,000) -Rehabilitation ($332,621) Demolition of NSP-eligible properties $121,073 (properties must be located in Census Tracts 6, 7 and 9) Total: $1,185,129 BUDGETARY IMPACT Funds for the program are available through this grant, with no required match by the City. RESOLUTION NO. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF BEAUMONT: THAT the City Council hereby adopts the proposed Neighborhood Stabilization Program Procedures and Guidelines and homebuyer application contained therein, substantially in the form attached hereto as Exhibit "A." BE IT FURTHER RESOLVED THAT the City Council approves the Neighborhood Stabilization Program budget as follows: Administration $ 56,435 Purchase and Rehabilitation of NSP-eligible properties $1,007,621 - Acquisition and Disposition ($675,000) - Rehabilitation ($332,621) Demolition of NSP-eligible properties $ 121,073 (properties must be located in Census Tracts 6, 7 and 9) Total: $1,185,129 PASSED BY THE CITY COUNCIL of the City of Beaumont this the 9th day of February, 2010. - Mayor Becky Ames - RICH WITH 4PraRTVNITY E 1 E c � �� N i Neighborhood Stabilization Program COMMUNITY DEVELOPMENT DEPARTMENT 801 Main St. Beaumont, Texas 77701 (409) 880-3763 Homebuyer Program Summary Purpose The purpose of the Neighborhood Stabilization Homebuyer Program is to provide down payment and closing cost assistance to low-moderate and middle-income (LMMI) families for the purchase of a residential foreclosed and vacant property in the City of Beaumont. Amount City of Beaumont will provide qualified homebuyers with up to $10,000 based upon the calculated need. Such assistance will be applied towards the following options: • 50% of the loan product's down payment requirements • 100% of the closing cost including upfront private mortgage insurance • Principal buy down option Eligible homebuyers with incomes at or below 50% AMI may qualify for 100% NSP Mortgage financing through the Texas Department of Housing&Community Affairs. Eligibility Criteria To be eligible for the NSP Homebuyer Program an applicant must: • Have a minimum work history of 2 years of full-time,part-time or seasonal employment prior to application • Not currently own a residential property • Meet the NSP HUD income limits. See attached income limit table • Complete a HUD-approved Homebuyer class(See attached list of approved housing counseling agencies.) • Have a minimum$500.00 that will be applied towards the down payment. • Purchase a foreclosed,vacant residential 1-3 unit property at a 5%discount from the current market appraised value of the home. • Have a debt-to-income ratio that does not exceed 4.5%calculated as total monthly debt (including PITI/total household eligible income. Purchase The purchase price must be at least 5% less than the as-is appraised value of the Discount home. The purchase agreement contract must indicate that the homebuyer is Neighborhood Stabilization Program Application January 2010 Page 1 of 17 EXHIBIT "A" Requirement purchasing the house with federal NSP funds and must meet NSP requirements. Market The current market appraised value means the value of a residential property Appraisal that is established through an appraisal made in conformity with the Uniform Requirement Residential Appraisal Report (URA) Homebuyer Potential homebuyers are required to complete a HUD-Approved Homebuyer Education Counseling class and meet with the Housing Specialist to review the NSP Homebuyer's program guidelines. (See attached list of approved housing counseling agencies) Borrowers First lien loan must be a fully amortized, fixed rate loan for up to 30 years with Financing an interest rate that does not exceed the prevailing market rates for conforming loans. "No Documentation loans," wraparound mortgages,negative amortization mortgages, sub-prime mortgages interest only mortgages,balloon mortgages, Adjustable Rate Mortgages (ARMS) or other non-traditional financing are NOT allowed under this program. The loan must include escrow for taxes and insurance, including flood insurance if applicable. Mortgage must be secured from a recognized lender; owner-financing is not allowed under this program. Texas NSP Mortgage Financing may be available to families who are at or below 50% Area Median Income adjusted for family size. Neighborhood Stabilization Program Application January 2010 Page 2 of 17 - I CITY OF BEAUMONT COMMUNITY DEVELOPMENT DEPARTMENT 801 Main St. Beaumont,Texas 77701 (409) 880-3763 HUD Income Limits Down payment assistance is given to households earning at or below 120%of the area median income. 'Please note that 35% of the City's available funds for this program must benefit households that are at 50% or below of the median income for the Beaumont area. *Income Limits adjusted annually by the U.S. Department of Housing and Urban Development Household Size %of Median I 2 3 4 5 6 7 8 Program Eligibility Person Person Person Person Person Person Person Person Under NSP Program LMMI Income $43,200 $49,350 $55,500 $61,700 $66,600 $71,550 $76,500 $81,400 (120%) Under NSP Program LMMI Income(50%) $18,000 0,550 $23,150 $25,700 $27,750 $29,800 $31,850 $33,900 Type of Loan The City of Beaumont NSP homebuyer program is a federally funded program that provides qualified income eligible homebuyers with a zero interest silent loan to assist with the purchase of a home. There is no monthly payment due on the loan. Repayment As long as the NSP federal guidelines are followed and the homeowner continues to reside in the property as their primary residence, the NSP Homebuyer Program loan shall be forgiven after five years from the anniversary date. The NSP Homebuyer Program loan must be repaid in full if during the term of the loan the property: Is sold; • Ownership is transferred • Is refinanced to cash out equity; or • Is not maintained as the borrower's principal place of residence Property Types of property purchased must be a 1-3 residential property that is foreclosed upon and vacant. • A foreclosed upon property(foreclosure must be complete ; title transferred) Neighborhood Stabilization Program Application January 2010 Page 3 of 17 • Abandoned property (property must have been unoccupied for at least 90 days AND mortgage or tax foreclosure has been initiated. Location Property must be located in the City of Beaumont and used as the owner's principal residence for the entire affordability period. Inspection All units purchased with NSP assistance must meet the HUD Housing Quality Standards (HQS). This includes compliance with the Lead Based Paint Poisoning Prevention Act of 1971. A City Housing Rehabilitation Specialist will identify the home's deficiencies based upon all applicable codes. If home repairs are needed,homebuyers could be eligible to receive additional NSP housing rehabilitation funding to complete the work according to HUD regulations. Neighborhood Stabilization Program Application January 2010 Page 4 of 17 CITY OF BEAUMONT COMMUNITY DEVELOPMENT DEPARTMENT 801 Main St. Beaumont, Texas 77701 (409) 880-3763 APPLICATION PROCESS Step 1: Homebuyer Eli_eibility • Applicants are encouraged to meet with the NSP Housing Specialist for a housing counseling session to review the NSP application process and guidelines. • Applicants looking to use NSP funding must register for and attend a HUD approved 8-hour homebuyer course. • Applicant completes and submits and NSP Homebuyer application for determination of homebuyer eligibility. • Upon confirmation of applicant's income qualification,the Housing Specialist mails out an NSP preapproval letter to applicant. • Applicant applies for a mortgage and gets a pre-approval. • Applicant searches for a foreclosed property in the NSP target areas. • Applicant makes an offer on a foreclosed,vacant home in Beaumont with all the NSP addendums. • Once offer is accepted,the City of Beaumont will need to determine property eligibility. Step 2: Property Elizibility • Applicant completes and submits the property eligibility form with all supporting documentation. • Housing Specialist will order a property appraisal and validate that all NSP requirements are in place. • The City of Beaumont Rehabilitation Specialist will complete the necessary Housing Quality Standards inspection. Please note that the borrower is advised to obtain an independent inspection prior to purchasing any property.The inspection done through the City is for the purpose of meeting the NSP Homebuyer Program guidelines. • A written inspection report will be generated to outline any failing items that do not meet code. • If home repairs are required for code compliance,the homebuyer must agree to have the City of Beaumont coordinate the work that needs to be completed in order to meet the HUD HQS regulations. • If the borrower and the property are eligible,the City of Beaumont will send the applicant an approval letter and assist in coordinating borrower's real estate closing. Neighborhood Stabilization Program Application January 2010 Page 5 of 17 RICH WITH QPPORTeNITY Date Returned to City: BIEA, #� T - E , X , A * 'S � Eli ibili U ❑ Eligible for low income ❑Not eligible NEIGHBORHOOD STABILIZATION PROGRAM(NSP) U I ❑ Eligible for middle income HOMEBUYER APPLICATION p This program is intended to assist program-qualified households purchase vacant foreclosed houses in the City of Beaumont, as their principal places of residence, through TDHCA or FHA-financed mortgages. This application is the first step of the assistance process to determine and confirm eligibility in accordance with State and Federal requirements. Once income and credit score eligibility is confirmed by the City, applicants are required to complete an eight-hour homeownership counseling class funded by the City of Beaumont. Upon completion of this class,program-eligible applicants will work with realtors and FHA-approved lending institutions to locate and purchase qualified properties. All financial assistance provided through this program will be allocated directly to the FHA-approved lending institution;NO FUNDS WILL BE PROVIDED DIRECTLY TO ELIGIBLE APPLICANTS. If you have any questions regarding this program,please contact our office at 409-880-3763. APPLICANT INFORMATION: Applicant Name: Current Address: City, State,Zip: Home Phone: Work Phone: Cell Phone: Email Address: HOUSEHOLD COMPOSITION: List the head of household and all other members who will be living in the property. Give the relationship of each family member to head of household. FULL NAME RELATIONSHIP BIRTH AGE SEX SOCIAL SECURITY# DATE Household Size: (Total number in household including yourself) Household Status: (Check as many of the following that pertain to the members of your household) ❑ Disabled ❑Female Head of Household ❑ Senior Citizen(age 62 and over) Demographic Status: (Please check only one of the boxes below) ❑ African American ❑Alaskan Native ❑ American Indian ❑ Asian or Pacific Islander ❑ White ❑ Other(Explain) Neighborhood Stabilization Program Application January 2010 Page 6 of 17 I CITY OF BEAUMONT—NEIGHBORHOOD STABILIZATION PROGRAM(NSP) NSP Homebuyer Application Page 2 of 2 HOUSEHOLD INCOME: Please report all income for all household members. FAMILY MEMBER TYPE OF INCOME ANNUAL AMOUNT ASSETS: List all checking, savings, retirement, and certificates of deposit accounts for all household members. Include court awarded child support even if it is not currently being received. FAMILY MEMBER BANK ACCOUNT NUMBER CURRENT BALANCE I/We understand that the above information is being collected to determine if I/We are eligible to receive Homebuyer Assistance. I/We authorize verification on all information provided on this application. I/We also certify that no other governmental assistance is being provided or anticipated. I/We certify that should other governmental assistance be sought in the future, the City of Beaumont will be notified immediately. Warning: Title 17, Section 1001 of the United States Code, states that a person is guilty of a felony for knowingly and willingly making false or fraudulent statements to any department or agency of the United States. All information shown above is true and correct to the best of my knowledge. The City of Beaumont adheres to federal fair housing laws. It is illegal to discriminate against any person because of their race, color, religion, sex, disability,familial status,or national origin. Signatures of Applicants: Date: Date: Date: Neighborhood Stabilization Program Application January 2010 Page 7 of 17 RICH WITH. OPPORTUNITY IIEAIMU`ffi�( T • E • X • A, ELIGIBILITY RELEASE City of Beaumont Applicant Name: Applicant Address: Instructions to Applicant: Your signature on this Eligibility Release, and the signatures of each member of your household who is 18 years of age or older, authorizes the City of Beaumont to obtain information from a third party regarding your eligibility and continued participation in the: City of Beaumont Neighborhood Stabilization Program Privacy Act Notice Statement: Federal program guidelines require the collection of the information listed in this form to determine an applicant's eligibility for programs administered by the City of Beaumont which provide assistance with federal grant funds. This information will be used to establish the level of benefits for which the applicant is eligible and to verify the accuracy of the information furnished. Information received from an applicant or as a result of verifying an applicant's eligibility may be released to appropriate Federal, State, and local agencies or, when relevant, to civil, criminal, or regulatory investigators, and to prosecutors. Failure to provide any information may result in delay or rejection of your eligibility approval. The City of Beaumont is authorized to ask for this information under the National Affordable Housing Act of 1990. Each adult member of the household must sign this Eligibility Release prior to the receipt of benefits to establish continued eligibility. NOTE: THIS GENERAL CONSENT MAY NOT BE USED TO REQUEST A COPY OF A TAX RETURN. If a copy of a tax return is needed, IRS Form 4506, "Request for a Copy of Tax Form"must be prepared and signed separately. Neighborhood Stabilization Program Application January 2010 Page 8 of 17 Information Covered: Inquiries may be may be made about items initialed below by the applicant. Verification Required Initials of Description Applicants -..... _. .. .....__ __ . ._.. . -... _........ ..._ _._- _. ....__ _. _ Income(all sources) i X _..._... ._..._._._....__._......._....__.._......_......._._... ............_..._.._._.__._........_.............._....__.._..__._._.._._.........._._......_......_.... .._...__.,.._.__.._ _......._.........._._.__....._....._.....- ..__...._.__....._....__...._ .......,..... Assets(all sources) X ____......_....__.._._._.........._......._..._.___......._._.-................_.__.____.._........_....__....._................._._.._ Child Care Expenses X ...._....._........_....._.........................__............_.............._........._._.............-........_.............. ........._.__...._._.__. Disability Assistance Expenses(if applicable) X _._..... .._.........................._._....._._.._......_........................._..._._..............__........................._............._..-. Occupancy Preference(Special Needs)(if applicable) X _........._...................._..... .._.................. ........._.._...._..........._..........._..._...._....... Medical Expenses(if applicable) ' X _..........................._.__._....................... ........................._....._........... ............... X Other(list): ..................__._..._....__.._._.............._._...................._.............._......_......_..._._.._..........._...__..............._......_._..._..__..__.............._;_..._.__.. ............................_.....................__.__......._..........._..__...._.._....................:............ ___............_..............._......_._.................. Dependent Deduction: ❑ Full-time Student X ❑ Disabled Household Member ❑ Minor Children Applicant's Authorization: I authorize the City of Beaumont to obtain information about me and my household that is pertinent to determining my eligibility for participation in the City of Beaumont's Neighborhood Stabilization Program. I acknowledge that: (1) A photocopy of this form is as valid as the original; AND (2) I have the right to review information received using this form;AND (3) 1 have the right to a copy of information provided to the City of Beaumont and to request correction of any infornation I believe to be inaccurate; AND (4) All adult household members will sign this form and cooperate with the City of Beaumont in the eligibility verification process. WARNING: Title 18,Section 1001 of the U.S. Code states that a person is guilty of a felony for knowingly and willingly making false or fraudulent statements to any department of the United States Government. Signatures: Signature-Head of Household Printed Name Date Signature—Other Adult Household Member Printed Name Date 11 Signature—Other Adult Household Member Printed Name Date 11 Signature—Other Adult Household Member Printed Name Date Neighborhood Stabilization Program Application January 2010 Page 9 of 17 RICH WITIC or-PORTVNITT B T F X A. F 8 Verification of EMPLOYMENT City of Beaumont Address: 801 Main St/P O Box 3827 ................ _._._.._..........._...............---.._.._..___.._..._.... ._.............._......_..,.__..............._._...--....._......._................._........_......_..._. .....__._._...........,..._......_....................__..__...__ Phone: 409.880.3763 ` Fax: 409.880.3125 j Email: jlewis(u)ci.beaurnont.tx.us Applicant Name: RELEASE: Applicant's signature here or on attached"Eligibility Release" authorizes the release and/or verification of the requested employment information. Signature of Applicant Date Applicants — Do Not Fill Out The Information Requested Below. To the Employer: Federal regulations require verification of employment and income of all members of any household making application to participate in the City of Beaumont's Neighborhood Stabilization Program. We ask your cooperation in supplying this information to the City of Beaumont. The information you provide will be used only to determine the eligibility status and level of benefit available to the applicant household. A licant em to ed since: Occupation: pP.... . p Y... . ........ .. ....... _._ ....._.. _.... Salary: Date of last._pay...increase:.............._. _.._.. .... ........ ........ ... . . Base.pay rate: $ per._.......__._.........._.__HOUR / WEEK / MONTH circle one ..................._..._.__........._........_..._.............._...................__....._._.........._..._.._.........._...._........_........__...._.......__...._...._.....__...._..... ...._-..___._........._._.................... Average number of hours worked per,week at base pay rate: Number of weeks worked per year: Overtime day rate_.__._$........... ._per hour....................._.... _._........_...............__............._._..._............_............._......__....._..........._... Expected average number of hours overtime to be worked per week during the next 12 months: Specify any other compensation not included above(commissions,bonuses, tips, etc.): er For: ....-Per..... ......... ................_....._. Is pay received for vacation? ❑ Yes ❑ No If Yes,number of days per year Total base pay earnings for past 12 months: $ Total overtime earnings for past 12 months: $ Probability and expected date of any pay increase_ .................__......._ ....._....... _.._... _...._._ .. ._..._...._....................................--_ Does the employee have access to a retirement account? ❑ Yes ❑No If Yes,what amount does he/she have access to? $ Signature of Employer's Authorized Representative: _._....._........._...._ _._..._...._._......_....___........._...._....................._.............._- .... Title: Date: Phone: WARNING: Title 18,Section 1001 of the U.S. Code states that a person is guilty of a felony for knowingly and willingly making false or fraudulent statements to any department of the United States Government: Neighborhood Stabilization Program Application January 2010 Page 10 of 17 NEIGHBORHOOD STABILIZATION PROGRAM REQUIRED DOCUMENTATION CHECKLIST All of the following documents (if applicable) must be submitted with this application. Missing or incomplete information will cause your application to be delayed or possibly denied. • Completed application, signed and dated by all applicants. • Approved form of identification for EACH ADULT HOUSEHOLD MEMBER (18 years old or older) • A signed Employer Verification form—Do not fill in the requested information on the bottom half of the form • Copies of three consecutive month's worth of your most recent pay stubs • Signed Verification Forms for all other sources of income(Social Security,Disability,pension, etc.) • Complete copies of 2 years of your most recent Federal tax returns,all corresponding W2's and attached schedules • If you are self-employed(full or part-time), submit a year-to-date profit/loss statement AND three years of federal income tax returns.Please also submit your estimate of the income you will receive for the next 12 months and an explanation as to how you came to that number. • Signed Asset Verification form AND copies of 6 consecutive months of checking account statements • A copy of your 6 most recent savings account statements, including the interest rate • A copy of the most recent statement from all other assets (IRA,401K,cash value of life insurance policy, etc.)verifying the current balance and interest rate or annual dividend payment • For applicants claiming a medical disability, submit attached Verification of Disability Special Need (certification must be made by someone other than the applicant(s) • Certification of completion of an 8-hour HUD-approved Homebuyer Education Course. Verification of court-ordered child support including divorce decree AND payment record from the Texas ° Attorney General's office or other applicable child support enforcement agency. Neighborhood Stabilization Program Application January 2010 Page 11 of 17 CERTIFICATIONS It is our policy to verify all information contained in this application.In acknowledgement of this policy,please sign your name(s)where indicated. I/We certify the following: All the information contained and submitted in support of this application is true and complete to the best of my/our knowledge and belief. I/We are aware that any misrepresentation will result in the forfeiture of my/our right to participate in any of the City of Beaumont Neighborhood Stabilization Program and may result in legal action against me/us. Consent to Release Information: I/We authorize representatives from any of the City of Beaumont Neighborhood Stabilization Program to supply and receive information to/from all other City of Beaumont Neighborhood Stabilization Program that I/we have applied to,my/our employer(s),my/our financial institution(s), other housing/down payment assistance programs,my/our Realtor and/or my/our Mortgage Lender to verify the information contained in this application. This information includes,but is not limited to bank statements, employment status,income,outstanding debts and other financial infornation.I also authorize representatives from any of the City of Beaumont Neighborhood Stabilization Program to allow inspection and reproduction of any financial records or information in their possession. I/We understand that information in this application may be shared with any of our funding sources for the purpose of meeting funding compliance. I/We understand that the income I/we use to qualify for a mortgage loan amount must be the same as the income Uwe claim in this application. I release all representatives from any of the City of Beaumont Neighborhood Stabilization Program from any and all liability arising from release of such information.This authorization is limited solely to information requested for the processing of my application for the City of Beaumont Neighborhood Stabilization Program. If I/we purchase a home under any of the Neighborhood Stabilization Program listed in this application,I/we will occupy the home and agree to use the home as my/our primary and principal residence. I understand that completion of this application does not guarantee that my/our eligibility for the programs and/or that I/we will successfully purchase a home through the City of Beaumont Neighborhood Stabilization Program. Signature/Date Signature/Date Equal Opportunity: In accordance with the provisions of the Equal Opportunity Act and the City of Beaumont Neighborhood Stabilization Program policies,there will be no discrimination against an applicant for these benefits on the ;;;'o rte;"° basis of age,source of income,sex,race,marital status,sexual orientation,national origin,religion or handicap.If you or a member of your household is an individual with a disability,you have the right to request reasonable accommodation for that disability. The City of Beaumont's Neighborhood Stabilization Program is committed to assuring that each individual has an equal opportunity to the use and enjoyment of the benefits of this program.For more infonnation,please contact the individual programs to which you are applying. Spanish translation is available. Confidentiality: In order to process an application,City of Beaumont Neighborhood Stabilization Program may supply and receive infonnation as detailed in the"Consent to Release"clause above. Information may also be released to comply with the auditing requirements of program funding sources. With these two exceptions,all personal and identifying information on an application remains fully confidential. Neighborhood Stabilization Program Application January 2010 Page 12 of 17 INCOME DEBT AND ASSET INFORMATION Please complete a separate Income and Asset Section for EACH individual in the household who receives income or holds assets or debts.Make copies of this part of the application if necessary. You do not need to provide employment income information for household members younger than 18. You do need to include assets held by children, or benefit income received by children. On the following list, check YES if you receive the particular income, and check NO if you do not receive the income. You will need to provide verification for each item checked YES. (Refer to the Required Documentation Checklist in this packet.) A. Income Information Gross income is the combined household income which includes,but is not limited to,job earnings, Social Security and Social Services income (for all in household), TANF, VA benefits, unemployment income,military pay, worker's compensation payments, child support, alimony/maintenance payments, income from pensions or retirement plans, stocks, etc. Failure to report household income is considered fraud and can have serious consequences. Employment Income (Do not include employment income of children younger than Self-Employment Anticipated Net Income for Clarification the nett 12 months (as necessary) Name of Business: $ Applicant's Employer Anticipated Gross Annual Clarification Income for the next l2 months (as necessary) Name and address of Employer: $ Avg#hours worked per week: Employer#2 Anticipated Gross Annual Clarification Income foe the next 12 months (as necessary) Name and address of Employer: $ Avg#hours worked per week: TOTAL OF ALL EMPLOYMENT INCOME! $ Neighborhood Stabilization Program Application January 2010 Page 13 of 17 I Benefit Payments Type of Income Receive? Anticipated Gross Annual Clarification YES NO' Income for the next 12 months (as necessary) Social Security ° ° $ Supplemental Security Income(SSI) ❑ ° $ Supplemental Security Disability Income(SSDI) ❑ ❑ $ Worker's Comp/Disability Pay/Benefits ❑ ° $ Unemployment Insurance/Severance Pay ❑ ° $ Insurance Policy Payments/Annuities ❑ ° $ Pension/Retirement Benefits ❑ ° $ TOTAL OF ALL BENEFIT PAYMENTS $ Alimony and Child Support Provide a copy of the court order for each a of su ort and indicate whether you are actual) receivin the indicated su ort Type of Support Receive? ';,Anttcipated.Gross Annual Clarification 1. YES NO Income for the next 12 months (as necessary) " Alimony/Maintenance Child Support TOTAL OF ALL ALIMONY AND CHILD SUPPORT RECEIVED , $ Other Sources of Income Type of Other Income Receive? Anticipated Gross Annual Clarification YES NO Income for the next 12 months (as necessary) Money or gifts regularly given by persons not $ living in the home/recurring cash(requires ❑ ° completion of Recurring Cash certification by persons who are the source of the cash or gifts) Lottery winnings paid in periodic payments ❑ ❑ $ Rent payments you receive ° ° $ Other Income(please specify source, ex. Avon) ° ❑ $ Other Income(please specify source) $ TOTAL OF ALL OTHER SOURCES OF INCOME $ Neighborhood Stabilization Program Application January 2010 Page 14 of 17 i I B. Debt Do you have any debt? ❑ Yes ❑ No If yes, please list below. Creditor's Name Unpaid Balance C. Asset Information An asset is cash or a non-cash item that can be converted to cash. Report the following assets: Cash held in savings accounts, checking accounts, safe deposit boxes, homes, etc. Equity in rental property or other capital investments. Cash value of stocks,bonds, Treasury bills, certificates of deposit and money market accounts. Individual Retirement and Keogh accounts(even though withdrawal would result in a penalty). Retirement and pension funds. Cash value of life insurance policies available to the individual before death. Personal property held as an investment such as gems,jewelry, coin collections, antique cars, etc. Lump sum or one-time receipts, such as inheritances, capital gains, lottery winnings, victim's restitution, insurance settlements and other amounts not intended as periodic payments. Mortgages or deeds of trust held by an applicant. Any real property. Do Not Report necessary personal property such as clothing, furniture, cars and vehicles specially equipped for persons with disabilities. Bank Accounts have? Name of Institution Type.bf Account Current Balance YES NO Checking $ ❑ ❑ Checkin ❑ ❑ Checking ❑ ❑ Savings ❑ ❑ Savings ❑ ❑ Money Market ❑ ❑ Money Market $ ❑ ❑ Other(specify) $ TOTAL OF ALL BANK ACCOUNT BALANCES Neighborhood Stabilization Program Application January 2010 Page 15 of 17 i Other Assets Current Have? Clarification Name of Institution Ty of Investment Value of pe Notes YES NO Assets El Individual Stocks $ Bonds $ Mutual Funds $ Trust Funds $ Retirement Accounts(ie,IRA, ❑ ❑ Keogh,401K,403B,PERA) $ Cash value of life insurance policy $ Gift Money for down payment ❑ ❑ provide a copy of the gift letter $ Estimated Proceeds from Sale of ❑ ❑ Home $ Value of Other Property(please $ ❑ ❑ specify)$ Other Asset(please specify) $ TOTAL VALUE OF ALL OTHER ASSETS $ Neighborhood Stabilization Program Application January 2010 Page 16 of 17 RICH WITH OPPORTUNITY [IEA,Ul1 iUI � T • E - X - A - S City of Beaumont Neighborhood Stabilization Program(NSP) Community Development Department Housing Services Division 801 Main Street, Suite 201 Beaumont,Texas 77701 409-880-3763 (phone) 409-880-3125 (fax) www.citvofbeaumont.com HUD (Housinp,Urban and Development) Approved Homebuyer Education Courses • Beaumont Housing Authority 1890 Laurel Beaumont, Texas 77701 409-951-7200 www.bmtha.org • Catholic Charities 2780 Eastex Freeway Beaumont, Texas 77703 409-924-4400 www.catholiccharitiesbmt.org • Tejano Center for Community Concerns 920 DeQueen Port Arthur, Texas 77740 409-984-2660 www.tccc-rvss.org Neighborhood Stabilization Program Application January 2010 Page 17 of 17 2 February 9,2010 Consider adopting proposed Weatherization Assistance Program procedures and guidelines RICH WITH OPPORTUNITY BEA,U110N* T • E • x • A • s City Council Agenda Item TO: City Council FROM: Kyle Hayes, City Manager GSA PREPARED BY: Chris Boone, Community Development Director MEETING DATE: February 9, 2010 REQUESTED ACTION: Council consider adopting proposed Weatherization Assistance Program Procedures and Guidelines. RECOMMENDATION Administration recommends approval. BACKGROUND Recently the City applied for and was awarded $750,728 to weatherize approximately 85 homes within Beaumont, with additional amount of$750,728 reserved to complete 85 homes next year. As weatherization training from the Texas Department of Housing and Community Affairs is now complete, the weatherization program is now in the implementation phase. To this end, Requests for Proposals (RFP's) have been issued and submitted, with a general contractor to be selected in the next two weeks. A requirement for the program is to have adopted procedures and guidelines for application review as well as the prioritizing of clients for weatherization assistance. The Weatherization Assistance Program Procedures and Guidelines are attached. BUDGETARY IMPACT Funds for the program are available through this grant, with no required local match by the City. I RESOLUTION NO. BE IT FURTHER RESOLVED BY THE CITY COUNCIL OF THE CITY OF BEAUMONT: THAT the City Council hereby adopts the proposed Weatherization Assistance Program Procedures and Guidelines, substantially in the form attached hereto as Exhibit "A." PASSED BY THE CITY COUNCIL of the City of Beaumont this the 9th day of February, 2010. - Mayor Becky Ames - RICH WITH OPPORTUNITY BEA11M0NTJ( T - E - X - A. - S e 1� Weatherization Works Weatherization Assistance Program Procedures & Guidelines Community Development Department February, 2010 1 EXHIBIT "A" TABLE OF CONTENTS DEFINITIONS 3-4 SECTION I—The Program Basics 4-5 Funding, Authorization to Administer, Eligible Measures, Financial Assistance SECTION II—Applicants 5-8 Outreach, Eligibility, Prioritization &Waiting Lists, Re-weatherization SECTION III—Lead Paint,Mold & Moisture,and Asbestos Policies 8-10 SECTION IV—Postponement and Grievances Policies 10-11 Justification, Process SECTION V—Coordinating Weatherization Work 11-14 Pre Work Order Agreement, Bid Package, Contractor Selection SECTION VI—Initial Evaluation for Health& Safety 14-17 Process, Carbon Monoxide,Un-vented Heaters, CO & Smoke Alarms, Stove Venting,Waivers SECTION VII—Data Collection &Diagnostic Testing 17-18 Audit Programs, Infrared Camera, Client Health, Blower Door SECTION VIII—Audits 18-19 NEAT,MHEA, General House Data SECTION IX—Preliminary Measures and Priority List 18-20 Health & Safety, Disposal, Pennits,Priority List Guidelines: Priority Item #1 —Air Sealing 20 Priority Item #2—Duct Sealing 20-21 Priority Item #3—Attic Insulation 21-22 Priority Item 94—Compact Fluorescent Light Bulbs 22 Priority Item #5—Smart Thermostat 22 Priority Item 46—Dense Pack Side Walls 22-23 Priority Item #7—Refrigerator Replacement 23 Priority Item #8—Floor Insulation 23 Priority Item #9—Solar Window Screens/Films 23-24 Priority Item 410—Heating & Cooling Systems 24-25 Priority Item #11—Water Heater Replacement 25-26 SECTION X—Final Inspection and Testing 26-27 APPENDIX A— CANDIDATE MEASURES 28 APPENDIX B—CLIENT FILE DOCUMENTATION 29 APPENDIX C—CLIENT FILE SET-UP 30 APPENDIX D—FORMS LIST 31 2 City of Beaumont Weatherization Assistance Program -- Procedures & Guidelines Definitions Air infiltration: the exchange of air through the envelope of the dwelling. Most common air infiltration areas are around doors, windows,heating and cooling units and wall top plates in attics. Air Sealing: activities implemented to reduce the amount of air infiltration in a dwelling. Blower door: an apparatus used to identify the amount of air exchange measured in Cubic Feet per Minute(CFM). This tool draws air in through all openings by pressurizing the dwelling. Carbon monoxide (CO): an odorless,tasteless, and colorless toxic gas produced when insufficient combustion air is supplied to an appliance,the burner is improperly tuned, and/or the appliance is malfunctioning. Combustion appliances produce exhaust gases that should be directly vented to the outside to avoid introducing combustion byproducts into the dwelling. Conditioned living space: occupied area inside the home containing heated or cooled air. For example,the exterior and interior doors and windows affecting the conditioned living space will be weatherized. Coordinator: the sub-grantee individual employee responsible for the implementation of the program(i.e.,the person who assures that the diagnostic testing,inspections,work write ups, bidding, and final inspections are performed in accordance with program guidelines). This individual is also required to attend mandatory WAP meetings and trainings. Dwelling Unit: a house, a stationary manufactured home, an apartment, a group of rooms, or a single room occupied as separate living quarters. Incidental Repairs: additional allowance for unexpected costs associated with performing Air Sealing activities,i.e.,finding rotten wood in the window frame during window replacement. Measures: generic term used for all items to be addressed(repaired,replaced or installed) in a dwelling. MHEA(Manufactured Home Energy Audit): diagnostic software utilized to evaluate the existing central heating&cooling equipment(and refrigerator in approved circumstances)to determine if replacement will be cost effective and is the appropriate size for the dwelling. This software is utilized on manufactured dwellings only. Minor Repair: non-structural related repairs to the walls,floors or ceiling. Monoxor: a tool for determining CO level of combustible appliances in the dwelling. NEAT (National Energy Audit): diagnostic software utilized to evaluate the existing central heating&cooling equipment(and refrigerator in approved circumstances)to determine if replacement will be cost effective and is the appropriate size for the dwelling. This software is utilized on site built dwellings only. 3 Priority List: a list of measures in order of energy efficiency and energy savings that will be addressed on each single-family dwelling. Multi-family dwellings will require running the NEAT software program. SIR: Savings to Investment Ratio is the calculated payback in energy savings based upon dollars invested through the installation/replacement of an inefficient energy consumption measure. The SIR rating of a proposed measure must exceed 1.0 to be cost effective. SECTION I—Program Basics Funding & Authority to Administer The purpose of the Weatherization Assistance Program (WAP) is to increase the energy efficiency of dwellings owned or occupied by low-income persons, reduce their total residential expenditures, and improve their health and safety, especially low income person who are particularly vulnerable such as the elderly, persons with disabilities, families with young children, high residential energy users, and households with high energy burden. Typical weatherization work includes the installation of attic and wall insulation, caulking, weather stripping, repair or replacement of inefficient appliances, doors, windows, and minor energy-related repairs. The type of weatherization that a household may receive is contingent upon a household's income eligibility, a comprehensive assessment of the household's energy use, and the availability of weatherization funds. The availability and use of these funds is subject to the Weatherization Assistance Program regulations, (10 CFR Part 440), Texas Administrative Code(TAC) Chapter 5 and Chapter 2306, Texas Government Code. Other federal regulations may also apply including, but not limited to, OMB Circulars A-87,A-122, a-102 and A-110, as applicable, subchapter IV of chapter 31 of title 40, United State Code(Davis Bacon Act) and others. Applicants are encouraged to familiarize themselves with all of the applicable state and federal rules and program guidelines that govern the program. This program shall be governed in accordance with the provisions of Part A of the Energy Conservation in Existing Buildings Act of 1976, as amended (42 U.S.C.§6861 et seq.); the U.S. Department of Energy(DOE) regulations codified in 10 C.F.R. Parts 440 and 600;any regulations; Texas Administrative Code: 10 TAC §5.10-§5.20; §5.501-§5.508; §5.521-§5.532; and §5.601- §5.609; the International Residential Code; International Energy Conservation Code;or in accordance with jurisdictions authorized by State law to adopt later editions;and the terms of this Contract. The Program shall be under the direct supervision of the City's Housing Programs Specialist or his/her designee. Eligible Measures The following measures may or inay not be taken in efforts to make each dwelling more energy efficient: 1. Caulking and Weather stripping of doors and windows 2. Furnace efficiency modifications including, but not limited to: a) Replacement burners, furnaces, or boilers or any combination thereof; b) Devices for minimizing energy loss through heating system,chimney, or venting devices; and C) Electrical or mechanical furnace ignition systems which replace standing gas pilot lights; 4 3. Cooling efficiency modifications including, but not limited to a) Replacement air conditioners; b) Ventilation equipment C) Screening and window films; and d) Shading devices. Financial Assistance Except as adjusted, the expenditure of financial assistance provided under this part for labor, weatherization materials, and related matters shall not exceed an average of$6,500 per dwelling unit weatherized. The expenditure of financial assistance provided under this part for labor, weatherization materials, and related matters for a renewable energy system, shall not exceed an average of$3,000 per dwelling unit. The $6,500 average will be adjusted annually by DOE beginning in calendar year 2010 and the $3,000 average for renewable energy systems will be adjusted annually by DOE beginning in calendar year 2011, by increasing the limitations by an amount equal to the limitation amount for the previous year,multiplied by the lesser of. 1. The percentage increase in the Consumer Price Index(all items, United States city average) for the most recent calendar year completed before the beginning of the year for which the determination is being made, or 2. Three percent. For the purposes of determining the average cost per dwelling limitation, costs for the purchase of vehicles or other certain types of equipment as defined in 10 CFR part 600 may be amortized over the useful life of the vehicle or equipment. Allowable expenditures under this part include only: 1. The cost of purchase and delivery of weatherization materials; 2. Labor costs, in accordance with §440.19; 3. Transportation of weatherization materials, tools,equipment,and work crews to a storage site and to the site of weatherization work; 4. Maintenance,operation, and insurance of vehicles used to transport weatherization materials; 5. Maintenance of tools and equipment; 6. Employment of on-site supervisory personnel; 7. Storage of weatherization,materials,tools, and equipment;and 8. The cost of incidental repairs if such repairs are necessary to make the installation of weatherization materials effective. SECTION II—Applicants These program services must be made available to the low-income population of the City of Beaumont. Any type of dwelling unit may receive weatherization services, although priority is given to owner occupied dwellings. Outreach The City of Beaumont shall document its outreach activities performed to make services available to low-income households throughout the entire contracted service area. The availability of the Program funds shall be publicized via: 5 1. Press releases in the local newspapers, including but not limited to the Beaumont Enterprise. 2. Public Service Announcements (PSA's),which are developed and distributed to local broadcast media, including, but not limited to, the following: a) KLVI, KOGT, and KOLE radio stations; b) KFDM,KBMT,KJAC and FOX television stations, and C) City of Beaumont public access station 3. Informational pamphlets,public notices, and outreach targeting special needs groups distributed by public or non-profit organizations, including,but not limited to,the following: a) Places of worship in Beaumont, b) Beaumont Public Libraries, and the C) City of Beaumont Bulletin Board. The City of Beaumont is strongly committed to providing information in English and Spanish. Every effort will be make to make applications available in English and Spanish. A Spanish interpreter will be made available to assist in the application process. In addition to marketing through widely available media outlets,The City will take additional measures to affirmatively market the Weatherization Assistance Program services. The City will contract and market to the following local organizations that provide unique access for persons who are considered members of a protected class under the Fair Housing Act, such as the NAACP,the League of United Latin American Citizens, and/or Catholic Charities. The City will advertise with media outlets which provide unique access for persons who are considered members of a protected class under the Fair Housing Act including ethnic news papers and/or radio stations. The City will hold informational meetings in buildings that are compliant with the Americans with Disabilities Act(ADA)and provide special assistance for those who are visually impaired when requested. Documentation of all marketing measures used,including copies of all advertisements and announcements, will be retained by the City and made available to the public upon request. Whenever possible,the City will use the Fair Housing logo in advertising, post Fair Housing posters and related information, and, in general,inform the public of its rights and obligations under Fair Housing regulations. The City will make applications available online 24 hours a day and also during regular business hours in the Community Development Department of the Beaumont City Hall. The City will accept applications at Beaumont City Hall, 801 Main St. Suite 201, Beaumont,Texas and also via regular mail at P.O. Box 3827, Beaumont,TX 77704. Eligibility Client eligibility is determined by obtaining the appropriate household documentation and completing the Client Intake Form(CIF). All items on the CIF are to be addressed. Copies of all documentation must be included in the client file: 1. Income qualification—total the past 12 month's earnings for each occupant in the household to determine if the household meets the 200%of poverty requirement. Income 6 data for a part of a year may be annualized to determine eligibility by multiplying the amount of income received during the most recent three months by four. a) The DOE Poverty Income Guidelines and Definitions of Income are provided annually and outline current income thresholds and define what is considered allowable income. b) Client income must be re-verified if the Pre-Work Order Agreement(PWOA) has not been signed within 180 days of client signing the CIF. Note: On all client file records, only the last 4 digits of the social security number shall be readable. 2. Automatic qualification if an occupant is receiving: a) Supplemental Social Security (SSI), or b) Temporary Assistance for Needy Households (TANF). Note: Social Security Disability (SSD) is not an automatic qualifier. Jobs submitted that are over the income threshold with an SSD occupant will be rejected resulting in disallowed costs. Photo Identification for applicant: Driver's License or State ID Card Note: A waiver for a client without a photo ID may be accepted if accompanied by a signed affidavit by a family member or the WAP Coordinator and a copy of some other form of ID. A copy of the waiver, affidavit, and form of ID must be placed in the client file. 4. Determining energy burden: a) A copy of the most recent utility bill and the same month's income amount must be obtained during the client intake process. b) The monthly utility bill divided by the monthly income will determine the percentage of burden. c) At 14% or higher,there is an energy burden. d) The higher the percentage calculation,the higher the burden and therefore the higher the placement on the client priority list. 5. Household characteristics information -these items must be recorded on the CIF: a) Year the dwelling was built, b)Number and characteristics of occupants residing in the dwelling, c) Characteristics of the client only, d) The type of structure, and e) The main heating fuel source. 6. Ownership/Rental documentation: a) Ownership -the deed, property tax receipt or homestead exemption. b) Rental dwellings --the Landlord Agreement Form and Permission to Enter Premises Form must be completed and signed by owner. 7. Client signature on the CIF confirms that: a)The information provided is accurate and complete, b)A copy of the sub-grantee grievance policy was provided,and c) Position on priority/waiting list was discussed. 7 8. Client briefing on the weatherization program, including review of: a)Physical inspections and access required to the interior of the dwelling, b) The diagnostic tests that will be performed, c)The purpose of the Pre-Work Order Agreement, d)Allowing the contractor access to the dwelling during working hours,and e)The final inspection and testing procedures. Prioritization & Waiting Lists Eligible clients must be prioritized for receiving services utilizing the DOE guidelines. Those guidelines also should be used for placement of clients on a waiting list. Clients who are placed on the waiting list may be re-prioritized if a new client ranks higher. Services are provided based on priority ranking, not on a first-come-first served basis. The City of Beaumont will re-evaluate the waiting list annually by mailing a survey to applicants requesting an update(or re-verification) of the household status (occupants, characteristics, and income). The DOE Guidelines for the Weatherization Assistance Program prioritization are as follows: 1. Clients to be served (documentation obtained to support): a) Persons age 60 or older, b)Persons with disabilities, c)Households with children age 12 and under, d)Native Americans, and then e) Households with a recurring high energy burden. 2. Dwelling types to be weatherized: a) Owner occupied—site built or manufactured, b) Renter occupied-- site built or manufactured, c) Multi-family dwellings-- Owner participation with costs, and then d)Multi-family dwellings -- Owner participation without costs. Reweatherization The City of Beaumont may weatherize homes previously weatherized from September 30, 1994, and earlier. DOE gives Grantees the flexibility to revisit those homes weatherized prior to 1994 that may not have received the full complement of Weatherization services, including the use of an advanced energy audit or addressing health and safety concerns. Additional work may also be done on homes with damage due to natural disasters. The City of Beaumont will coordinate with the Program for Human Services in Orange, Texas regarding any addresses that may have already been weatherized within the Beaumont area. Prior approval from the State is required for any re-weatherization situation. SECTION III—Lead Paint, Mold & Moisture, and Asbestos Policies This section covers potential hazardous materials or conditions. The on-site dwelling inspection will focus on determining the existence of these situations and could result in a postponement of services and/or specific activities to be implemented in order to protect the health and safety of both the household occupants and the weatherization providers. 8 Lead Paint The Weatherization Assistance Program is not a lead abatement program. The Texas Department of Housing& Community Affairs (TDHCA)Weatherization Field Guide details the guidelines and procedures for performing Lead Safe Weatherization (LSW) work(see pages 20-22). The Coordinator must evaluate the condition of all painted surfaces, especially around the doors and windows. If extensive deterioration is evident, a Postponement of Work situation exists due to possible health and safety risks for the client and workers. The process for addressing a Postponement of Work is covered in Section W below. The following situations require that Lead Safe precautions be implemented: L The dwelling was constructed prior to 1978, and if 2. There is visible flaking or chalking on painted surfaces, and/or if 3. More than two square feet of a painted surface area will be disturbed during the weatherization work recommended. Working with other housing repair programs may enable clearance testing to be performed on dwellings slated to receive weatherization. Testing results must be included in the client file to justify why no LSW activities were performed. Starting with Program Year(PY)2009, clearance testing associated with any door or window replacement will be an allowable program charge. LSW Reporting Requirements Photo documentation of LSW procedures being performed on pre-1978 dwellings must be submitted for any reimbursements where the following measures were addressed: replacement or repair of exterior doors or windows, or repairs of any exterior or interior walls or ceilings. No reimbursements requests will be processed until LSW practices are photo documented and submitted. Any photos taken also should be included in the client file. LSW Monitoring Requirements Each contractor hired to perform LSW on a WAP dwelling must provide proof of Pollution Occurrence Insurance coverage, and confirmation/documentation of crews and sub-contractors having received LSW training. The Coordinator shall perform a site visit to each dwelling while work is in progress utilizing LSW and obtain photographic documentation of the LSW being performed. Mold & Moisture The Weatherization Assistance Program is not a mold mediation program. Only if the source of the moisture contributing to mold development can be stopped during the course of installing an allowable measure, shall the City of Beaumont proceed with work(i.e.,repair of a leaking water heater pipe will cause the mold problem to cease). To avoid "inheriting" a problem that cannot be addressed within the scope of the program,the inspection and evaluation process will detennine whether weatherization work can be performed. If there is no visible mold, it is highly recommended that photos of the water heater,the heating and cooling units, vents, and the surrounding areas be taken to document that no existing mold or moisture problems are evident. If mold is found during the inspection process: 1. Document the mold with photos. 2. Detennine what may be causing the problem. 3. If the exposed surface area of the mold is less than two square feet,consider proceeding with weatherization if addressing the measure will stop the moisture problem. 9 I 4. If more than two square feet of mold or moisture is present and it is determined that the work would probably not stop the water intrusion, or that the scope of work required is beyond allowable measures, a Postponement of Work situation exists. Asbestos In general,asbestos removal is not an approved health and safety weatherization cost however asbestos should not be disturbed if at all possible. The guidelines are as follows: 1. Removal or encapsulation is allowed and may be necessary when the measure will provide a cost effective savings-to-investment ratio,normally true of large, multifamily heating systems. 2. Removal and replacement of asbestos siding for purposes of wall cavity insulation is permissible if allowed by state and local codes. Sub-grantees are required to contact local building codes department to determine the correct course of action. 3. When permitted by code or EPA regulations, encapsulation(usually a less costly measure that falls short of asbestos removal) may be used. 4. WAP Sub-grantees encountering an asbestos situation should contact the state office for direction before proceeding with blower door testing or work is performed. Refer major asbestos problems to the City of Beaumont and/or the US Environmental Protection Agency(EPA). SECTION IV—Postponement and Grievance Policies Postponement of Work A Postponement of Work is the formal course of action utilized for placing services on hold until a situation has been rectified by either the dwelling owner or another funding source. A written notification must be sent by certified letter to the dwelling owner(or the landlord and the client). Reasons for initiating a Postponement of Work may include: 1. The inspection process reveals that there are structural problems or the condition of the dwelling warrants rehabilitative services. 2. The integrity of the weatherization measures to be installed will be compromised. 3. The client refuses an item listed on the Pre Work Order Agreement(PWOA). 4. The client refuses to sign the PWOA. 5. A dangerous Carbon Monoxide situation exists. 6. Extensive or obvious flaking or chalky painted surfaces are visible, indicative of lead paint. 7. More than two square feet of visible mold is present. 8. Existing health or safety issues, such as unsanitary conditions,pests,etc.that would endanger workers. 9. While performing work,the client is non-cooperative or abusive(behavior must be documented by at least two individuals). The written notification sent to the dwelling owner must include: 1. The results of the dwelling inspection. 2. A description of the situation(s)that prohibits work from proceeding. 3. Detailed explanation of what needs to be done before weatherization can proceed. 4. A request that the agency be contacted after the situation has been rectified. 5. A suggested timeframe, indicating that the situation must be resolved no later than 180 days to remain eligible for the program. 10 6. Noting that the dwelling(and its relevant file) will be placed in pending status, and that after 180 days the file may be administratively closed. Client Grievances A grievance situation exists if the client has a problem with the work being performed in or on his/her dwelling, if the client is not satisfied with the work once it is completed, or if the client refuses to sign the Building Work Report. Upon receipt of a written notice from the client explaining their grievance,the Coordinator will review the situation and determine the relevance of the client's dissatisfaction with regard to the plausibility of rectifying the situation within the program's guidelines. A course of action will be determined and a certified letter will be sent to the dwelling owner and/or client. The letter shall include the following: 1. A description of the issue/grievance, 2. A clarification of the applicable program guidelines, 3. Any actions required to be performed by the client(if applicable), 3. Any actions required to be performed by the contractor(if applicable), 4. Any other actions that the Agency will undertake to resolve the issue, and 5. An appropriate time frame for completion of all suggested actions and/or an appropriate time frame for the client's response to the Agency's determination. After the time frames in the letter have expired, if no response is received,a follow-up second certified letter shall be sent indicating that the file will be administratively closed. The dwelling may then be reported as completed in the next Financial Status Report. Copies of all correspondence shall be placed in the client file, and a notation will be made as to the administrative close-out. This grievance policy has been adopted by the City of Beaumont as required by its contract with the State of Texas Department of Housing& Community Affairs. A copy of this policy will be posted in the client intake area and will be provided to each client who applies for weatherization services. SECTION V - Coordinating Weatherization Work The Pre-Work Order Agreement(PWOA) is completed after the initial dwelling inspection and diagnostic testing is performed. It is highly recommended that the PWOA is prepared,presented and signed by the client before assigning a contractor and/or coordinating any work to be performed. If a client refuses to sign this form, work cannot commence and a Postponement of Work situation exists. However, a client can refuse a specific measure and still receive the other recommended services. Pre-Work Order Agreement This form includes a list of all work to be performed on the dwelling (the more detailed the better), following the Priority List order(in the event there are not enough funds to allow all of the recommended measures to be performed). The form also should include language to confirm client's receipt of the grievance policy and educational pages on Lead Safe practices, Mold& Moisture concerns, the Asbestos policy, and the dangers of Carbon Monoxide. There will be signature and date blocks on the form for the client and the Coordinator. 11 After the PWOA is signed,the actual Work Order will be prepared and assigned to a contractor. When applicable,permits must be obtained and inspections performed by the local building inspector to ensure compliance with local building codes. All inspections and the weatherization work schedule will be coordinated with the client to assure access to the dwelling. While work is in progress the Coordinator will perform site visits and document with photos work that is being performed. While on site,the Coordinator will spot check that measures being installed are in compliance with the program guidelines and will periodically check with the client to address any concerns they may have about the work. The Coordinator will confirm that there is clear communication and coordination between the client and contractor in regard to meeting the schedule laid out in the original Work Order. Note: Unexpected incidental repairs may increase a dwelling's total expenditures above the program limit. Should this situation occur, a brief notation should be placed in the file and an email explanation should be submitted with the Financial Status Report. The Bid Package Dwellings may be bid out as part of a package or as a single dwelling. With regards to the bid process the City of Beaumont is responsible for the following: 1. Ensuring that all bids and services contracted are in a manner to provide,to the maximum extent practical, open and free competition. 2. Advertising, at least once a year, the availability of this work to all contractors in the service area, i.e., in a public publication, by posted signs in the City's buildings or permitting offices, etc. 3. Providing all prospective contractors with a copy of the Texas Department of Housing acrd Community Assistance Weatherization Field Guide and Best Practices Manual. 4. Assuring that all work being performed is under the supervision of a state licensed contractor. 5. Keeping copies on file of the current license and insurance for all contractors used by the weatherization program. 6. Assuring that all allowable measures are addressed. 7. Determining that costs charged to the program for materials and labor are indicative of the local rates. 8. Assuring that the overall bid amount does not exceed the expenditure allowed by the program. Contractor Selection Contractors are responsible for,and must meet minimum requirements as follows: 1. All contractors shall carry and provide proof of a current general liability policy of a least one hundred thousand dollars ($100,000). This policy should cover all work done under the Weatherization Assistance Program and be pre-paid throughout the contract period. No geographical, time or other limitation that excludes the Weatherization Assistance Program will be acceptable. 2. The contractor and sub-contractors must not be debarred, suspended,or ineligible according to the U.S. General Services Administration's List of Parties Excluded from Federal Procurement or Non-Procurement Programs. Verification of contractor eligibility from the Texas Department of Housing and Community Affairs is not required prior to awarding any contract to the contractor unless federal labor standards requirements apply. 12 Whenever possible, the City will give opportunities to Historically Underutilized Businesses (HUBS) and will make an affirmative effort to encourage bids from such contractors. Whenever possible, opportunities shall be given to locally owned businesses and low-income residents of a given area. In addition to these requirements,the City may establish their own fair and evenly applied criteria for contractor selection. These may include workers compensation insurance, verification of quality of work references, verification of credit references; and/or verification of established line of credit. An approved contractor list will be created and will be accessible to all applicants who meet the fair and reasonable criteria pre-established by the City. Such criteria will be made available in writing upon demand by interested parties. Contractors will be selected through an itemized bid process.A sealed bid is the preferred method of selecting bids. Contractors will adhere to the terms of the weatherization contract including performance standards and the general specifications. If the need for clarification results in a change, such issues will result in a written change order prior to any work being completed. No work will be approved except that which is established in the contract and in written approved change orders. Any unforeseen or hidden condition should be reported to the City immediately. Whenever possible the contractor will make an effort to minimize the impact of the construction on the applicant. Work shall be carried out swiftly and directly. The work area shall be left clean and free from clutter at the end of each day and the contractor,not the applicant, will be responsible for storage of materials and tools. Prior to the commencement of construction, the applicant will arrange to move and store any valuable personal property that might be damaged during the course of construction. If property is damaged through negligence of the contractor, arrangements will be made by the contractor to reimburse the applicant. The contractor shall use the site and its facilities only for specified construction. The electrical, water, sewer and gas systems shall be used only for construction purposes and during the construction phase only. Failure of contractors to meet the specified criteria can result in Contractors not being eligible for payment, and they will not become party to any future City of Beaumont funded projects. The contracting sequence for weatherization projects shall be: Invitation to Bid, Bid Opening, and Contract Award. Within ten (10) days of notification of the contract award,the successful bidder shall provide the City with a list of sub-contractors, and certificates of insurance. Certificates of insurance from the issuing company will show current coverage in the amount stipulated in the contract documents and with a thirty(30)day notice of cancellation of insurance to the City for: general liability with completed operational coverage, vehicle liability, and statutory workman's compensation (as required). The contractor shall begin work within ten (10) days of receiving the issuance of the Work Order. The number of work days shall be set out in the contract. A final inspection of the dwelling will be performed before acceptance by the City and applicant. All payment requests will be made in 13 writing by the contractor to the city and will include a list of items, their costs, and a sum of the item costs. The work to be paid should be based solely on completed items from the schedule of values submitted by the contractor-prior to construction or the Itemization of Bid Form if no schedule is submitted. The City will inspect such work as soon as possible (usually within one business day) frorn receipt of such request. All materials used shall be new and of good quality. All work shall be done with skilled craftsman and accomplished with care. Upon completion of weatherization, the contractor will remove all construction debris from the site, clean and mop all resilient floors, leave all newly installed items in operating condition, and, if applicable, start all electrical and mechanical systems. Discovery of defective elements made known to the contractor before or during the weatherization process shall be brought to the immediate attention of the City in writing. When repairs are made, the repairs shall reasonably match the surrounding materials in original design and dimension as approved by the City. No other work shall be done to the project other than the work agreed upon in writing by the applicant, the City and contractor or as necessary to remove immediate health and safety dangers during the construction phase. The City shall conduct a pre-construction conference with the contractor and the recipient. The terms of the proposed weatherization agreement will be explained along with the roles of the City and the applicant. Additionally, the City will explain the inspection procedures, completion requirements, and payment procedures. At the pre-construction conference,the City shall have the following documents properly executed by both the applicant and the contractor: 1) the Notification of Lead-Base Paint form; 2)the Pre-construction Conference Report;and 3)the Contractor's Non- Kickback Certification. In addition, exterior and interior"before"pictures will be taken and placed in the file. The City will assist the applicant in ensuring that all contracted work is completed prior to payment and that such work was performed in an acceptable manner. To accomplish this, the City will engage an Inspector to conduct an initial inspection at work write up and a progress inspection at 50% and 100% completion, and any additional inspections deemed necessary, and a final (100%) inspection upon completion of all of the work, noting deficiencies in written reports and keeping these reports in the project case files. Where applicable,building permits will be required for building construction work and the building inspector for that area will inspect the job in accordance with the area's normal building inspection requirements. SECTION VI—Initial Evaluation for Health & Safety Evaluation Process Evaluating the dwelling is the most important and time-consuming activity in the weatherization services delivery process. A thorough dwelling inspection and diagnostic testing may take 2.5 to 3.5 hours and consist of: 14 I I. Preparing a simple site survey drawing to include shading landscape, 2. Taking measurements of the exterior of the dwelling(including crawl space), 3. Documenting heating and cooling appliance data and fuel sources, 4. Performing an interior inspection(including attic), 5. Completing a pollutant survey(type and storage location), 6. Performing blower door and other diagnostic testing,and 7. Educating the client about the process,the weatherization measures that may be taken, and other energy efficiency tips as applicable. Before any time is spent on the dwelling evaluation process, the Coordinator should first determine if there are combustible fuel appliances utilized by the household. If there are,a Carbon Monoxide (CO) and gas analyzer(leak detector) tests must be performed on the combustible appliance(s)and the fuel source before proceeding with the rest of the evaluation process. No weatherization services will be provided on a dwelling with an appliance testing over the acceptable limit until the CO problem is addressed. All weatherization providers must: 1. Utilize a Monoxor III with printing capabilities. 2. Perform a final CO test of any new combustible fuel appliance(s)that are installed. 3. Perform a final ambient CO test in the room with each existing appliance if no replacement combustible fuel appliances are installed. 4. Provide copies of all the testing results to the client file,noting on each the appliance tested and/or the ambient test results of that specific room. There are various aspects to be considered regarding the CO testing procedures and the results. The following subsections address these situations and provide the required activities. No Fuel Situation Coordinator should assist the client by referring to a local agency for home energy assistance or winter crisis funds to obtain fuel (allowable as long as the fuel and heating system are attached and contingent upon available funding). Another option may be to contact the local fuel provider for assistance(partial fuel donation to allow for installation and required testing— install and final). The Coordinator will have to postpone services until fuel is obtained,perform the testing,and then if the CO measures at an acceptable level, prioritize providing weatherization services to client. Note: For additional information in performing a thorough inspection and testing procedures to identify dangerous fuel leaks, the potential for CO poisoning, and fire hazards, the Texas Department of Housing& Community Affairs Weatherization Field Guide should be referenced (pgs. 11-14). Carbon Monoxide If any combustible appliances test above the allowable CO level,the test results must immediately be brought to the client's attention. The fuel source may need to be temporarily turned off until the problem is corrected. That appliance may be disconnected if other combustible appliances are safe and need to be operational for the household. If the high CO reading is from an allowable weatherization measure (space heater or water heater), that measure can be prioritized as the first item to be addressed. If the unacceptable CO reading is from a stove, other funding sources must be utilized to rectify the situation before weatherization is 15 performed (see stove venting section below). If the unacceptable CO situation cannot be rectified, then a Postponement of Work situation exists. Un-vented Heaters If an existing un-vented heater(fixed or portable) is the primary heating source and is not going to be replaced,weatherization services cannot be performed. A vented heater must be installed in order to proceed with performing weatherization on the dwelling. An un-vented heater may be left in a dwelling as a secondary heating source if it tests acceptable. If it does not test acceptable, it must be removed before weatherization can be performed. CO & Smoke Alarms CO alarms must be installed in occupied rooms that contain a combustible appliance. Installation of any CO Alarm must be in compliance with the manufacturer's requirements for the product as well as with local building codes and follow these requirements: 1. The alarm must be hard wired into the dwelling's electrical system, or it must use a tamper resistant five-year lithium battery. 2. If using the lithium battery version, the battery must be enclosed within a compartment which is locked closed with a tamper resistant screw. 3. The alarm must be UL listed and meet the latest standards(UL-2034-05 or LAS 6-96). 4. The alarm must be mounted at eye level and the mounting must also be tamper resistant. If a new combustible appliance is installed,the cost of the CO alarm may be included as an allowable expense of the installation. If no combustible appliance is installed, the cost of the CO alarm should be covered under Health & Safety. Smoke alarms are an allowable measure if there are combustible appliances existing or installed. The costs for smoke alarms should be charged to the Health & Safety category. Manufacturer's recommendations regarding number of alarms and placement in a dwelling should be followed. Stove Venting An un-vented gas stove can be more dangerous than an un-vented gas heater because the burners are easily blocked with spilled food, creating a high level of CO. Venting must be performed for any dwelling with a gas stove. Stoves must be vented to the outside through the roof or the wall, attic venting is not allowed. It may be necessary to relocate the stove to allow for venting through the wall. The costs for stove venting should be charged to Health & Safety. A waiver for additional charges (if needed) is obtainable to perform exterior venting through the roof. If this measure is not installed, a detailed justification must be recorded on the Priority List Assessment and Testing form as documentation for the client file. Waivers On a stove, if there is a high pre-inspection CO reading and it is determined that this is due to lack of maintenance(cleaning spilled food), a stove vent and CO alarm must be installed before weatherization services are provided. Only in an extreme situation will a gas stove replacement be considered. A waiver request, including a photo of the existing stove and a statement from a gas technician, must be submitted and approved by the state weatherization office prior to installation. Lack of maintenance (cleaning up spilled food) is not a justification as replacement would not eliminate the problem in the future. Installation without a written waiver will result in a disallowed cost. 16 SECTION VII—Data Collection & Diagnostic Testing Audit Programs One or more Home Energy Audit programs may be used to determine which WAP measures will make the biggest impact to the energy efficiency of the dwelling: the Priority List Assessment and Testing (PLAT) form, the National Energy Audit(NEAT), and/or the Manufactured Home Energy Audit(MHEA). Diagnostic testing(as applicable)will be performed during the initial inspection and after all measures have been installed on every dwelling receiving WAP services. Tests may include: 1. Carbon Monoxide—using a Monoxer III, Gas Analyzer 2. General Air Sealing -- Blower Door, Infrared Camera, Smoke Puffer 3. Duct leakage—Blower Door,Infrared Camera, Duct Blaster,Pressure Pan, Manometer 4. Room Pressure and Zonal testing--Manometer 5. Water temperature/water heater—Laser Temperature Gauge,Manometer, Smoke Puffer 6. Attic, wall and floor insulation -- Blower Door, Infrared camera, Smoke Puffer 7. Refrigerator-- Watt meter Using an Infrared Camera The blower door exaggerates the pressure differences between the dwelling and the outdoors for determining air infiltration areas however,the infrared camera can further provide: 1. A clearer picture of the actual heating or cooling loss, 2. Pinpoint those areas that may not be physically accessible, 3. A view into the wall/ceiling to determine if any insulation exists, 4. An image of the effectiveness of ceiling and wall insulation, 5. Location of moisture problems, and electrical overloads. Client Health Problem -- No Blower Door Test Performed In the event that a household has an occupant with a medical situation that prohibits disturbing the dwelling atmosphere(such as asthma or respiratory condition), the condition must be documented in the client file with a doctor's letter or a signed statement from a family member. A notation should be made on the PLAT and/or on the Building Work Report(BWR)based upon visual observations, i.e., respiratory medication, oxygen for breathing. Any work performed should be the least disturbing option possible for the dwelling environment. Blower Door Testing Procedure All tests should be performed at 50 pascals with the windows and exterior doors shut from the inside. The reading should be recorded on the BWR. A dwelling may have a 7500 CFM reading or above during the pre blower door test due to: gaping holes in the walls, floor or ceiling that can be addressed easily, multiple leaks that will take time to find but can be patched, duct leaks, an attic access opening that leaks,jalousie windows or broken window panes, or doors with visible deterioration. With the blower fan still on, loose closing windows should be taped shut, and all areas at which air infiltration is determined to be present(easily identified by using the smoke puffer, laser thennometer or infrared camera) should be covered with duct mask or blocking. All registers and vents from heating and cooling units should be masked off. Temporary blocking of air infiltration 17 areas will determine if weatherization services to the whole dwelling can be performed(within allowable guidelines and expenditure limits), if only the conditioned living space can be weatherized, (determined by closing interior doors and blocking undercuts to stop air infiltration until acceptable post blower door readings can be achieved). If the targeted blower door level cannot be achieved, either.for the whole dwelling or the conditioned living space,then the dwelling is not a candidate for weatherization services unless other leverage resources can be utilized along with WAP. Note: It may be possible to be compensated for the time spent inspecting and testing a dwelling that is determined to not be a candidate for weatherization services. A written request must be submitted,to include the cost and the justification, for consideration. A dwelling that tests 1500 CFM or lower must have a Building Tightness Limit(BTL) calculation performed to determine if additional ventilation will need to be installed. Venting may be accomplished by adding a bathroom exhaust fan, a stove vent, and/or a wall vent. The final Blower Door reading should be at or slightly above the BTL calculated CFM. SECTION VIII—Audits The General House Data forms are to be used for data collection required to populate either the NEAT or MHEA. It must be filled in for dwellings with existing central heating and cooling units that are to be considered for replacement. A heating and cooling unit will only be replaced if recommended by an audit. The Audit Output Report will recommend the replacement of an inefficient central heating and cooling unit. Based upon the data entered in the materials set-up data screen,this will be the correctly sized unit for the dwelling. Each sub-grantee has been provided a compact disc containing the two softwares and user manuals. There is a sample house in each audit for reference. In both audits,the appropriate "Candidate Measures"must be selected under"Setup"(see Appendix A). Exception to Audit Recommendation of Central Heating and Cooling Unit If the audit does not recommend replacement, but a maintenance inspection(by a licensed heating and cooling contractor) indicates that the central unit requires excessive work to bring it to an efficient functioning level,the unit may be replaced. However,the unit must be operational at the time of inspection, there must be a detailed inspection report on the contractor's invoice or letterhead indicating the problem and estimating the cost to address and the cost of the recommended replacement unit. For households with only one occupant, it may not be cost effective to replace a central unit even if recommended. A reverse cycle wall unit in a conditioned living space should be considered. A notation must be made on the BWR—maintenance report justifies replacement. A copy of that inspection report must be submitted when the dwelling is being reported on the Financial Status Report(FSR). SECTION IX- Priority List and Measures General Information 18 The Priority List is made up of those weatherization measures that should be in all single-family dwellings. These measures have been determined to be the most cost effective based upon projected energy savings, energy costs, and climatic conditions. The Priority List ranks the most cost-effective measures in order starting with the number one measure or activity: At a dwelling to be weatherized, if a Priority List item is already present and meets guidelines or is not applicable to the dwelling, move on to the next Priority List item to be addressed. The PLAT will have a space to be filled in justifying why a Priority List item is not addressed. Priority List items may overlap each other regarding the initial inspection and ensuing work to be performed. For example, adding attic insulation should be performed only after air sealing, duct repair, and dense-pack sidewall insulation have been addressed and completed. Line Item Categories These are charges allowed for activities related to installation of weatherization measures. Each item is reported on the Building Work Report. WAP Health & Safety(H&S) for Hazard Abatement—For each dwelling weatherized, there is a set-aside amount of funds to be utilized for addressing any activity required to assure the safe installation and protection of a weatherization measure. Example: upgrading the wiring for installing a heating and cooling unit or a water heater, or minor roof patching around vents to protect new attic insulation. Charges for the WAY Health & Safety line item category must be: 1. Limited to $600 per dwelling(excess amounts must be pre-approved by the state office). 2. Used for performing Lead Safe Weatherization (LSW)activities. 3. Used for performing Mold and Moisture abatement related activities. 4. Itemized separately from other charges on the BWR,and divided into materials and labor. 5. Reported as a separate line item charge on the Financial Status Report(FSR). Disposal Fees—must be used for site cleanup materials, especially for any hazardous materials such as lead and/or asbestos and the de-manufacturing of any old refrigerators. A receipt must be placed in the client file. Disposal fees that cover multiple job sites can be prorated to each job. Local disposal fee rates, not national averages, will apply. Permits—The Coordinator is responsible for knowing what local permitting requirements are required and for inspecting any work that is performed. Applicable permits must be obtained to meet local compliance. A copy of each approved permit should be placed in the client file. General Heat Waste Measures All dwellings receiving weatherization services must have the following General Heat Waste measures addressed. Costs for these measures (labor and materials)are exclusive of Air Sealing but inclusive of the overall targeted expenditure on a dwelling. These measures, their guidelines and reporting entries are: Measure Guideline/Parameters Notation on BWR Air filters (2) install on unit, leave extra No unit or Washable Low Flow Showerhead max 2.5 gal/min flow rate Refused, Existing or Done Faucet Aerators* kitchen and bathrooms Refused, Existing or Done Water Heater Wrap gas and electric (to R-11.5**) New or No space Water Line Insulate 6 ft of cold in and hot out Existing or No Space 19 *Exception for dwellings on well water or if client is not able to perform routine maintenance. ** Manufacture's guidelines for additional insulation must be followed. Priority Item #1 —Air Sealing The physical inspecting of plumbing, electrical, and 14VAC penetrations through ceiling, flooring, and exterior walls is the most important part of the dwelling inspection process. Often the greatest reduction in air infiltration may be realized in these overlooked areas. Recording the location of those air infiltration spots and then temporarily blocking them during the blower door test may assure reaching the targeted final blower door reading. Since there is a limit to the amount of funds to be spent on air sealing, as long as the final blower door reading is not below 1500 CFM, no BTL will need to be calculated. Guidelines: 1. Final blower door reading on all dwellings cannot exceed 3000 CFM 2. Air Sealing Measures expenditure limit is $260 3. Incidental Repairs up to $1,000; only allowed if needed to reach 3000 CFM threshold Air Sealing Measures_ Guideline/Parameters Wall top plates >Loose insulation covered with fiber board, wood, metal patch, two part foam >Removal (attic and crawl space) and replacement of attic insulation for performing air sealing on high CFM air leakage dwellings must be cost effective Caulking >No clear silicone caulk allowed Ceiling,Floor& Walls >Minor repair(non structural)—under$1,500 Doors >One door per dwelling initially allowed(1 sq.ft. of glass allowed) >Tight un-insulated doors in good condition should not be replaced >Replace only when door is damaged beyond repair or deteriorated to the point of allowing air infiltration >Second door must have photo documentation in client file to clearly support replacement need (no photo = disallowed cost). >Site built home- solid core with peephole and dead bolt. >Mobile home - screen/storm/door combo permitted(must have a cost comparison to single door unit on file) Threshold >Solid wood or metal Weather-stripping >Exterior doors, windows and attic access hatch, outlet gaskets >Interior doors for a conditioned living space Window MH& Site built >Four windows per dwelling initially allowed >Up to four additional windows allowed only if photo documentation in client file to clearly support replacement need— damaged or jalousie (no photos=disallowed cost) >Additional windows -only allowed with a state waiver >Low-E windows should be installed if cost effective >Note: Impact resistant windows and storm shutters not allowed, Documentation to support cost versus energy savings for impact resistant windows will be considered for any possible waiver exceptions 20 Priority Item 42—Duct Sealing Visual inspection of the duct system should be performed while evaluating the attic for air infiltration and determining the required air sealing activities. Also, pressure pan testing of the ducts is required as it may indicate hard to detect leaks. If it is determined that duct repairs are required, those repairs should be performed before any new or additional attic insulation is installed. If the central unit is recommended to be replaced by audit, the Coordinator shall determine if there will be sufficient funding to address all measures. Note: If a monitoring visit reveals no data was collected or if data can not be provided upon request by the state office,the sub-grantee will be required to re-visit the home and perform pressure pan tests at their own cost. If results indicate leakage, repairs must be coordinated and results provided (photo documentation and final test results). Reimbursement processing may be suspended until data is provided. The following guidelines apply for addressing ductwork issues: 1. Central unit must be in operating condition. 2. Accessible ducts, connections and boots must be sealed with mastic. 3. Mastic should overlap joints a minimum of 2 inches. 4. Ducts located outside the conditioned space should be insulated. A. Duct must be exposed for performing this activity and easily accessible. B. Photo documentation should be put in the client file. C. Not insulating the ducts should be justified by excessive costs. D. Foil-faced insulation should be used. E. Insulation must have an R-value of R-4 to R-11. 5. Any new duct installed must be insulated. 6. Repaired duct insulation must match the R-value of any existing insulation. Priority Item #3 —Attic Insulation The attic insulation guidelines regarding the R-value of insulation for dwellings are based upon the climate zone. New or additional attic insulation will be installed to meet R38 in the northern and R- 30 in the central and southern climate zones. Attic insulation is an allowable measure for both site- built and manufactured dwellings. Note: Do not insulate over knob-and-tube wiring. Either build dams over the wiring or consider re- wiring the knob-and-tube circuits. Health & Safety abatement funds may be utilized if installing insulation. The following activities are to be addressed prior to installing attic insulation: 1. all air sealing activities have been completed 2. electrical circuits have been checked and any exposed wires and connections are sealed injunction boxes and the junction boxes are flagged 3. adequate attic ventilation is in place to provide 1 square foot of attic venting for every 300 sq ft of ceiling A. half of the vent area should be installed low and half installed high to induce good ventilation, B. gable and soffit vents may be installed to ensure adequate natural air exchange in the attic, C. roof fans that vent through the soffit may be installed, D. turbine vents are not an allowable measure. They may be removed (if not operating)and gable or soffit vents installed (consider the feasibility of 21 capping.;the base of the turbine instead of removing the whole unit down to the root) E. ridge vents are not an allowed measure. 4. When blown insulation is installed, at least one depth marker must be stapled to the rafters 5. Blocking installed to the height of insulation around the attic access opening 6. Blocking or v-board installed in front of soffit vents 7. Access hatch opening is weather stripped* (batt of R-19 insulation or 6 inch stryofoam adhered to hatch attic side surface, consider installing a 3/a inch piece of plywood for hatch, the added weight would assure good weather stripping seal *Note: should be installed even if no insulation is installed if access is in a conditioned living space. 8. New insulation to match existing insulation type. 9. Installers card attached to rafter and visible from access. Roof Coating At the recommendation of the Coordinator,manufactured homes may qualify to have an elastomeric coating applied to the roof. Adequate preparation is required and the coating must cover all conditioned living areas. The application should not require any walking on the roof. Roof coating is not allowed for site-built metal roofs (based on product guidelines). Priority Item 44 —Compact Fluorescent Lamps (CFLs) On average, there are 6 -12 lights in a dwelling that are on for more than one hour a day and should be using compact fluorescent light bulbs. Guidelines for changing out light bulbs are as follows: 1. Replace as many incandescent bulbs as possible within the expenditure limit of$100. 2. CFL should be sized approximately 1/3 of the wattage of the replaced incandescent lamp. 3. Maintain or moderately improve existing lighting levels only in the most occupied rooms. 4. Client is to be provided with the CFL Breakage and Disposal handout. 5. Local building codes must be adhered to when replacing any lighting fixtures. 6. Replacement of a broken or unsafe fixture may be considered a Health & Safety activity. Priority Item 95 —Smart Thermostat For central heating/cooling systems, setback/smart thermostats can be cost effective for both existing and new heating and cooling central units. However, proper use of the thermostat is required. The following guidelines apply: 1. An inspection of the central unit by a heating and cooling contractor must be performed. 2. The thermostat may be installed on existing or new units. 3. The thermostat should be shown to the client and operation explained. 4. A tamper proof cover must be installed for households with children. Priority Item 96 - Dense Pack Sidewalls Dense-pack sidewall insulation can be one of the most cost-effective weatherization measures to be addressed in single-family dwellings. All manufactured and wood constructed dwellings receiving weatherization services should be evaluated to determine the need for this measure. 22 Cellulose is the preferred material for dense packing because of its high R-value and ability to fill cracks and crevices within wall cavities. However, if using cellulose is an issue or concern with the contractor, the state office should be contacted.A dwelling without a vapor barrier could possibly develop moisture problems. Waivers may be granted. Any agency unable to find a contractor to perform this measure must document the attempt to provide these services(name of contractors, dates of contact, results). This documentation will be reviewed during monitoring visits and may be requested at any time during an agreement year. The state office should be contacted for additional directions or any questions. Priority Item 47—Refrigerator Metering the refrigerator for a 2 hour period will provide an estimation of the annual electricity consumption however,the defrost cycle switch must be adjusted to prevent defrosting during metering (photo documentation to show switch location and of meter reading must be in the client file). Pre-1993 units can be replaced without metering as long as the year of manufacture is documented. The following guidelines apply to refrigerator replacement: 1. Photo documentation of the metering results must be in the client file. 2. Pre Work Order Agreement must state that the replaced unit must be removed from the premises and disposed of properly. 3. No size or amenity upgrades are allowed. 4. No water or ice dispensers in the door are allowed. 5. No new water plumbing is allowed. 6. The cost must include delivery, installation and removal/disposal (max of$825). 7. Energy Star appliances should be used when possible. 8. The old unit must be decommissioned/de-manufactured and taken off of the grid. 9. Disposal can be charged to disposal fee line item on the BWR. Priority Item 98 -- Floor Insulation Both site-built and manufactured dwellings qualify. Dwellings to be weatherized in our climate zone should have the exposed crawlspace floors insulated to R-11. Priority Item #9 - Solar Window Screens & Film The site plan drawing will indicate the percentage of shading of windows from roof overhang and tree foliage located on the east, south and west side of the dwelling to be weatherized. If a window does not receive more than 25% of sunlight, solar screens or window film would not be cost effective. If solar screens are a recommended measure, client should be informed about reduction of light into the dwelling prior to signing the Pre Work Order Agreement. Measure Guidelines Sun Screens Must be on the outside of the frame to allow for egress Frame must be removable, not fixed to the wall Installed only on the east, south and west wall windows Cannot be installed inside of awning or jalousie windows Must be fabric material only Costs, labor&material, is based on local quotes Window Films Must have a minimum of.045 shading coefficient Must have a minimum 15 year warranty from the manufactur:;r Installation must comply with local codes Mitigation (shatterproof) window film is allowed; however, the 23 cost should be cleared with the state office prior to proceeding Cannot be installed on jalousie windows; however, is allowed on awning windows Installation must meet manufacturer instructions/specifications Must be installed on the entire glass area Must be neatly trimmed around edges and free of wrinkles, air bubbles or puckers A boarder of no less than 1/32 inch to no more than 1/8 inch must be left between the film edge and the window frame For both solar screens and window films, the client should register with the manufacturer,and a copy of the registration should be placed in the client file. Priority Item #10—HeatinLy and Cooling Systems The Coordinator determines the most cost effective and energy efficient way to assure that the dwelling being weatherized will be capable of providing the household with a controlled environment. Switching out an existing heating and/or cooling appliance with a new one may not be the best option or even an allowable measure, i.e., un-vented combustible fuel space heaters. Also, the condition of the dwelling or the size of the household may dictate that a different measure be provided. In situations where additional activities (beyond standard material and labor)are required for site preparation of an installation, WAP funds may be applied. Use of these funds would be reported separately on the BWR. In all situations,the Coordinator will need to consider the dwelling condition,perform a cost comparison of options to include manufacture recommendations for sizing, determine the most cost effective approach, consider any fuel switching options, and cover planned activity in the PWOA review with the client. Central Units Replacement of a furnace or a central heating and cooling unit is only allowed if recommended by either the NEAT or MHEA. General Guidelines for Central Heating&Cooling units: 1. The audit must be populated with all sized units. 2. The ductwork must have been inspected and tested to meet pressure pan guidelines. 3. The pressure pan test results must be recorded and place in the client file. 4. Exterior units should be installed level and on a base. 5. New units should have a Seer Rating of 13 or more. 6. New units must be installed by a certified contractor. Note: Replacing a central unit when there is only one occupant in a dwelling may result in increasing the energy usage and the unit not operating efficiently. Most likely the doors to unoccupied rooms would be shut. Installing a window unit, closing off ducts and creating a smaller conditioned living space may be a more cost effective and energy saving option. Window Units The Coordinator determines and documents the need for replacement of window units. 24 General Guidelines are as follows: 1. Photo documentation in the client file to show condition of existing unit. 2. Replacement unit must be appropriately sized (refer to manufactures sq. ft coverage for maximum efficiency). 3. An upgrade to reverse cycle is allowed if heating source warrants replacement also. 4. If the dwelling has a single person occupancy, a window unit is allowed as an alternative to central unit replacement, and creates a smaller conditioned living space. If you install a window cooling unit and create a smaller conditioned living space by weather- stripping the exterior and interior doors leading to the room, then installing a safe (low CO reading) vented heater in the room would provide a temperature controlled environment. If no cooling unit exists(or one that is deemed to be replaced) and the heater is un-vented(or vented but unsafe), installing a reverse cycle window unit may be a viable option. Unvented Space Heaters Electric DOE will not permit any weatherization work other than incidental repairs on electric space heaters. The DOE does not encourage the use of electric space heaters because of the high cost of electricity as compared to fossil fuels,the lower output ratings (size), and the risk of fire hazards, especially in older homes. Gas A dwelling unit may not be weatherized if an un-vented gas or liquid fueled space heater will remain as the primary heat source. This applies to natural gas, propane and kerosene fuels. Un- vented gas or liquid-fueled space heaters may remain as a secondary heat source in single-family dwellings. Installation of un-vented space heaters is not allowed, not even radiant-type heaters. If client does not agree to the un-vented guidelines, services may be postponed. In this instance, creating a ventilated, conditioned living space should be considered. Any secondary un-vented combustible fueled space heater that remains must: 1. Comply with the International Residential Code and the International Fuel Gas Code. 2. Meet CO emission guidelines. 3. Not have an input rating in excess of 40,000 BTUs/hour; 4. Not be located in,or obtain combustion air from, sleeping rooms, bathrooms,toilet rooms, or storage closets, unless: A. In bathrooms they have an input rating of less that 6,000 BTUs/hour B. In bedrooms they have an input rating of less that 10,000 BTUs/hour,and C. For both of the above locations,they must be equipped with an oxygen depletion sensing safety shut-off system, and the rooms must meet the required volume criteria to provide adequate combustion air(venting). WAP funds may only be used to replace the primary heating source. Replacement of unvented space heaters to be used as the secondary heating source is not allowed. Priority Item #11 —Water Heater Replacement As listed under Required General Heat Waste Measures in this section,wrapping the water heater and insulating the water lines must be done on every dwelling(site-built and manufactured) receiving weatherization services. Any water line leaks must be fixed before insulating. 25 The water heater should be evaluated and these situations may warrant a replacement: 1. The water heater unit has visible rust and/or is leaking water. 2. Temperature cannot be adjusted down (temperature exceeds 120 degrees indicating possible calcium build-up on elements(more likely when water source is a well). 3. Water does not heat up to 120 degrees. 4. Unit never turns off(electrical problem or calcium build-up). 5. Unit does not work. Replacement is contingent upon available funding after all other required and priority list measures are addressed. The state office will consider installation of tankless water heating units. A cost comparison and literature about the unit must be submitted to the Department for review and approval before installation occurs. The following guidelines apply when a water heater is replaced: 1. Electric tank water heaters must be replaced with heat pump water heaters. 2. Household should have a minimum of three persons. 3. Replacement cost is limited to $1,500. 4. Replacement water heater should have a warranty of at least 10 years. 5. Factory insulation of R-11.5 minimum. 6. Must include a drip pan. 7. Must be the same size as the existing unit. 8. Must include pressure relief valve plumbing that drains into drip pan or container. 9. Must be plumbed through adjacent exterior wall (less than 5 ft.) if concrete floor,or through floor if crawlspace. 11. If the home does not have air conditioning, the water heater must be installed in an exterior closet or unconditioned space. The water heater requires protection from the elements. If the home has air conditioning, the water heater can be installed in conditioned or unconditioned space. 10. Check for the presence of polybutylene piping(replacement would be an allowable Health and Safety measure—within the$600 limit). If the water heater is not replaced, the following guidelines are recommended: 1. If no drip pan exists, provide a container next to the water heater(minimum one gallon), and an overflow line to extend 2" below top of container. 2. Plumb through adjacent exterior wall (less than 5ft.) if concrete floor,or through floor if crawlspace, or into an existing drain line. SECTION X—Final Inspection and Testing When all of the work has been completed on the dwelling,the final blower door test and any other required diagnostic tests(CO, pressure pan, etc.) are performed. Testing data will be recorded in the PLAT and BWR. Work must comply with program guidelines and where applicable, local building codes. Final Blower Door Test- If the targeted blower door reading is not reached,a written justification as to why the targeted reading was not met must be submitted when the dwelling is included for reimbursement. Additional photo documentation may be requested and the reimbursement process will be held up until received. 26 I Final Infrared Camera Evaluation - With the blower door running,repeat the interior evaluation, and especially focus on any items revealed in the testing phase. Each Priority List measure addressed should be checked for heat/cooling loss reduction and pertinent photographs included in the client file. A walk through review of the work with the client is then performed and the client and Coordinator will sign the BWR. If a client will not sign the BWR, and the situation causing the client's dissent cannot be rectified, the state consultant should be contacted immediately. Then a certified letter stating the position of the City,referencing program guidelines as applicable, will be sent to the client,along with a request that the BWR be signed and returned within two weeks. A copy of the letter should be sent to the state consultant. Clients should have been provided with a copy of the grievance policy when applying for program services and can respond appropriately in writing if in disagreement. The signed BWR will constitute a completed dwelling. This dwelling is then eligible to be included in that month's Financial Status Report production to be submitted to the Department by the 10th of the following month. 27 APPENDIX A Candidate Measures NEAT Attic Insulation R-30 Attic Insulation R-38 Floor Insulation R-19 Wall Insulation Furnace Tune-up Replace Heating System High Efficiency Furnace Tune A/C Replace A/C Replace Heat Pump Refrigerator Replacement MHEA Wall Cellulose Loose Insulation Wall Cellulose Loose Insulation in Addition Replace Heating System Tune Heating System Tune Cooling System Replace DX Cooling Equipment -All Types of Cooling Units Refrigerator Replacement 28 APPENDIX B Client File Documentation 1. Client Intake Form: completed; signed and dated by the client 2. Client Selection (Priority) Criteria Form 3. Copy of the Complaint/Appeal Procedures Form signed and dated by the client 4. Copies of Social Security Cards for all household members with all but last four digits covered up 5. Copy of photo ID for applicant: drivers license or State ID card 6. Income documentation (for past twelve months): Total for all household members 7. Documentation of ownership or signed landlord agreement form 8. Utility Bill prior to work being done and 6 months after work completed 9. Inspection Data and Results A. Copy of NEAT or MHEA (date follows date on Client Intake Form) B. Priority List Assessment and Testing (PLAT-07) package i. Household Pollution Survey Data Sheet ii. House site plan 10. Copy of Pre Work Order Agreement: signed and dated by client and inspector A. Include all required measures or documents in file B. Include all Priority List measures to be addressed 11. Building Work Report (BWR) A. Signed and dated by Client & Coordinator/Inspector B. All required measures addressed (notation whether completed or not) C. Blower door dates and readings D. Pre and Post monoxor readings (or"No Gas" in comments section) E. MBTUs (from Audit recommended heating/cooling units and refrigerators) F. Air infiltration maximum allowed by Priority List and total spent G. Documentation of incidental expenses 12. Copy of invoices and payment vouchers separated by program 13. Copies of any approved waivers from state consultant 14. Copies of any permits issued for the work being completed 29 APPENDIX C Client File SetUp The client file should be organized foc easy reference. The recommended set-up is divided into the following sections: SECTION 1 —all information pertaining to the client qualification documentation, items 1 - 8 on the previous page, i.e., income,dwelling ownership, landlord agreement, prioritization for receiving service(scoring), signed client intake form. SECTION 2—WAP Section: PLAT, Pre-Work Order Agreement,invoices for all materials and labor charged to the program—separated by program, copy of purchase orders or checks issued for payment,NEAT/MHEA audit printout when used, completed (all sections) and signed BWR. Also, copies of building permits. r 30 APPENDIX D Forms List Hardcopy forms for administering and reporting on the Weatherization Assistance Program are provided in this section. Electronic copies are available from the State office. Building Work Report(BWR): Complete this form for all dwellings served indicating appropriate measures with charges. Ensure that the form is signed and dated by the client and your staff person. Retain the form in your client file for monitoring review. Client Intake Form (CIF-07): Complete this form for all program applicants. Ensure that the form is signed and dated by the applicant. Use information from the form to prioritize your waiting list. A copy of this form should be electronically submitted with each program BWR. Energy Conservation Tips: Provide a copy of this flyer to all program participants. You may also post this flyer in your client waiting area. Landlord Agreement Form(LA-04) and Permission to Enter Premises (PEP-04) Form: These forms are required for renter dwellings served and are placed in the client files for monitoring review. Pre-Work Order Agreement (PWOA-08): This form is required for all dwellings served and reflects all work to be completed on the dwelling. Items listed will be reflected on the BWR. Ensure that the form is signed and dated by the client and your staff person. Retain the form in your client file for monitoring review. Priority List Assessment and Testing(PLAT-08): Evaluation data collection package of forms that must be completed for each dwelling receiving WAP activities Success Story Report: Complete this report as often as your program experiences success. This report must be submitted at least twice during the program year and is due on April 15th and October 15th. Semi Annual Leveraging Report: Complete this report twice during the program year to reflect leveraging efforts and successes. This report is due on April 15th and October 15th. WAP Household Quarterly Report: Complete this report for each quarter of your contract year. Quarterly due dates are as follows: 1 st Quarter Report (October 1 through December 31) is due January 21 st 2nd Quarter Report(January 1 through March 31) is due April 21 st 3rd Quarter Report (April I through June 30 is due July 21 st 4th Quarter Report (July 1 through September 30)is due October 21st 3I 3 February 9, 2010 Consider approving a contract for the Florida Avenue Pavement Improvement Project RICH WITH OPPORTUNITY I'Em A,11 1�1 U1 I I T • E • X • A • S City Council Agenda Item TO: City Council FROM: Kyle Hayes, City Manager PREPARED BY: Tom Warner, Director of Public Works MEETING DATE: February 9, 2010 REQUESTED ACTION: Council consider a resolution authorizing the award of a contract for the Florida Avenue Pavement Improvement Project to Norman Highway Constructors, Inc. in the amount of$359,290.83. RECOMMENDATION Administration recommend awarding the contract for the Florida Avenue Pavement Improvement Project to Norman Highway Constructors, Inc. in the amount of$359,290.83. BACKGROUND On January 21, 2010, the City of Beaumont received eight (8) bids for the Florida Avenue Pavement Improvement Project. The estimated cost of the project prior to receipt of bid was $680,000.00. The list below identifies the total bids received from the contractors. A copy is attached. Contractor Location Bid Amount Norman Highway Constructors, Inc. Orange, TX $359,290.83 Excavators and Constructors, LTD Port Arthur, TX $388,975.81 Williamson Construction and Equipment Lumberton, TX $396,560.95 APAC Beaumont, TX $406,475.70 Reytec Construction Resources, Inc. Houston, TX $421,732.60 Brystar Contracting, Inc. Beaumont, TX $433,786.80 ALLCO, Inc. Beaumont, TX $590,000.00 W.B. Construction and Sons, Inc. Beaumont, TX $715,248.36 The MBE goal will be met though subcontracting with MBE firms of Crabtree Barricade Systems, Labelco and American Remediation in the amount of$72,600.00 representing 20.2% of the contract amount. BUDGETARY IMPACT Funds are available through the Capital Program. CITY OF BEAUMONT SCHEDULE OF MBE PARTICIPATION SCHEDULE C Norman Highway Constructors, Inc. NAME Certified MBE Contractor Address Type of Work Agreed Price Crabtree Barricades $7,000.00 American Remediation Seeding $1,600.00 Lobelco Drainage & Basework $64,000.00 The undersigned will enter into a formal agreement with MBE Contractors or work listed in this schedule conditioned upon execution of a contract with the City of Beaumont. NOTE 1: This schedule should be submitted with your bid. SIGNATURE TITLE CITY OF BEAUMONT 810 TAB GILL STREET DRAINAGE AND PAVEMENT IMPROVEMENT PROJECT All­­C­11-1-A- ­-INT UNrtaucE -TAT -T 111CI T-T ll:T -Al -Al -IT-I'll TI)TAT PREP.R.O.W 5170m T1. ITT NIT % 54mm C',• 1. $,,IMW $37 2 P, REMOVE CONCRETE(DRIVEWAYS) S.- s- $1,162'P 5- H-. S. ST�REMOVE CONCRETE(SIDEWALKS) 5'.. P, $11 41T vu .2 24 9 REMOVE ASPHALT(DRIVEWAYS) $,N, 53535.35 $3.w 51,147 70 53. $1 IN7 1. $. $16451.14 1os 901 EMBANKMENT(TY B)ORDINARY COMPACTION) t'. $'I I- $,- P, .I. lJx w+ CELLULOSE FIBER HYDRO-MULCH SEEDING(EERM)(CILAY)(URBAN) $117 S,l- 1.. 0'.. $017 SI".. $0.36 34- $0xo Si ew. 50.15 5x zwm SP gam x47 wt ILEIIBLE BASE(OR 1)(TI 1)(DENSITY CONTROLLED) CY I --P x51 wi REWORKING FLEXIBLE BASE MATERIAL(6•) CY N9.10 k SIT- s- Cl­.. INI PLANE ASPH CONC.PAVEMENT(6-) Soa6 15,3w.m $2, 517. 5175 $11,7- $- 5111.- CONCRETE PAVEMENT(6-) $1.,-IT �4201 $.,.2- 1. .2 CONCRETE PAVEMENT BRIDGE OVERI-Ay(R'-IT) $.7. 11- I. W2 CEMENT STABIL12EO BACKFILL !H 2 540. LA- $21,11 0,-- 53x.. Il.- $I."- I' mi $2­ H4,- ADJUST SANITARY SEWER MANHOLE(COMPLETE) s- 0­ 5',- 5" EA 411 OID ADJUST WATER METERS(COMPLETE) EA a $4,�W $156 ST212.. $_. P. SI,-m 5211. 5,... 171 .1 ADJUST WATER VALVES(COMPLETE) EA 4 $-.. $73 15� S292.W 111- 5,ox.W $1.P, $-P, $1. $Z- $,-.. REMOVE OLD STRUCTURE(PIPE) I F 1 OM 59. SJ,t $- $2,x18. 510. S3,5 $10. 53,5 Sv 53 a 519. 51777 RI M, I IMOBILIZATION $17.-M $,A-P, Sr,- $.".. 530, 560, 111,112. 511,111 $IIIA- 502 BARRICADES,SIGNS&TRAFFIC CONTROL No 6 -1 s w ST- $,"- S",- , P,$". $I_. SO'... s"III- H1,12- IIFFMOVE.INSTALL&MAINTAIN SEDIMENT CONTROL FENCE LF - $,.w P- $115 55.. 53. s- $,- 5a.w S- s- $0- $.1' 106 1 NZ I IREMOVE JNSTALL&MAINTAIN ROCK FILTER DAMS fTY 11) LF 1 30 Sm.m L-N, $"T. IT ICONCRETE DRIVEWAY(4-) SY 4159 $x4 $O"IIL slo - CONCRETE D NEWAY(B-) SY 150 11.41- 5-- $11'. 2 m 540.. 1 S.,- SJi - CONCRETE 51, $"." 41 �I, $11-.. 55S W $1,361,11 $1- 017.12 CONCRETE SIDEWALK(1) S, SY 24.9 RESHAPING DITCHES I I 4000 13. w o. sa- s,IE ...... 7w w� CLEANING ANO SI-P, .1 RE 9) LE Sip, IP $26. $%- S31 $63m $22450.60 TOTAL I,--.,Dj 0 $-,- 5x15,14636 RESOLUTION NO. WHEREAS, bids were solicited for the Florida Avenue Pavement Improvement Project; and, WHEREAS, Norman Highway Constructors, Inc., of Orange, Texas, submitted a bid in the amount of $359,290.83; and, WHEREAS, City Council is of the opinion that the bid submitted by Norman Highway Constructors, Inc., should be accepted; NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF BEAUMONT: THAT the bid submitted by Norman Highway Constructors, Inc., of Orange, Texas, in the amount of$359,290.83 for the Florida Avenue Pavement Improvement Project be accepted by the City of Beaumont. PASSED BY THE CITY COUNCIL of the City of Beaumont this the 9th day of February, 2010. - Mayor Becky Ames - 4 February 9, 2010 Consider approving a contract for insurance broker services RICH WITH OPPORTUNITY C . � T • E • X • A • S City Council Agenda Item TO: City Council FROM: Kyle Hayes, City Manager PREPARED BY: Tom Warner, Director of Public Works MEETING DATE: February 9, 2010 REQUESTED ACTION: Council consider the award of a contract for insurance broker services. RECOMMENDATION Administration recommends the award of a contract for insurance broker services to McGriff, Seibels, and Williams of Texas, Inc. The annual fee for the first year is $67,000 with the cost for the 2"d, 3rd and 4" years reduced to $32,000 per year. BACKGROUND Proposals were received from two insurance companies to perform as the City of Beaumont's broker of record for all property insurance related services. A broker of record acts on the City's behalf in obtaining property insurance quotes from various insurance carriers. In addition to providing insurance coverage placement, the broker of record will provide inspection and evaluation of buildings, building appraisals, risk modeling for all wind and hurricane exposure and daily activity services. State of Texas Statutes allow cities to obtain a broker of record for providing insurance. The broker of record cannot submit bids on products and their cost to the city must be on a"fee only"basis. McGriff has been the City's insurance provider for the past three years. Previously, property insurance was bid, but due to the more complex market after recent hurricanes, there is no one on staff that has the expertise to negotiate layered insurance policies. There was a renewal clause in the previous bid, thus providing the City with a firm price for general liability. In the policy that covered the past three years, McGriff was paid through commissions from insurance companies. The schedule of values needs to be updated to reflect current appraised values. This will insure that the City is not over or under insuring its property. A complete list of buildings and accurate values are extremely important when soliciting quotes for insurance. McGriff can provide insurance appraiser services to determine current values and evaluate each insured building. Agent of Record February 5, 2010 Page 2 The price for the first year includes compiling an accurate list of equipment and values. McGriff will make onsite visits to evaluate construction type, age, condition and improvements to each City facility. This will be completed during the first year, with subsequent years' pricing based on soliciting insurance quotes on the City's behalf. The City currently insures over 200 locations with a total insured value of$199,000,000. The current insurance policy expires May 1, 2010. Holmes Murphy& Associates submitted a proposal for these services for a fee of$97,500. Their experience was mostly limited to private businesses and did not include any public entities in Texas. BUDGETARY IMPACT Funds for this project are available in the Public Works Property Insurance budget. RESOLUTION NO. WHEREAS, bids were solicited for a contract for insurance broker services on behalf of the City of Beaumont for all property insurance related services; and, WHEREAS, McGriff, Seibels, and Williams of Texas, Inc., submitted a bid in the amount of $67,000 for the first year of service and $32,000 per year for the second, third and fourth years of service; and, WHEREAS, City Council is of the opinion that the bid submitted by McGriff, Seibels, and Williams of Texas, Inc., should be accepted; NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF BEAUMONT: THAT the bid submitted by McGriff, Seibels, and Williams of Texas, Inc., for a contract for insurance broker services for all City of Beaumont property insurance related services in the amount of $67,000 for the first year of service and $32,000 per year for the second, third and fourth years of service be accepted by the City of Beaumont. PASSED BY THE CITY COUNCIL of the City of Beaumont this the 9th day of February, 2010. - Mayor Becky Ames -