HomeMy WebLinkAboutBack-Up DocumentEnterprise Community Partners, Inc. -Services Agreement
Resilient Multi -Family Housing Imitative
This Agreement constitutes a binding contract between City of Miami's Office of Resilience and Sustainability,
a municipal corporation of the State of Florida and Enterprise Community Partners, Incorporated
("Enterprise"). As part of its purpose, Enterprise aims to better protect residents and affordable housing
owners by strengthening their housing infrastructure to be able to respond to climate events before they
occur. The City of Miami's Office of Resilience and Sustainability wishes to partner with Enterprise to create
a Resilient Multifamily Housing Initiative ("Initiative") that will consist of the design, development and
dissemination of three (3) components of a Disaster Ready and Operations Efficiency Toolkit (`Toolkit"), as
well as educating residents in adaptation, mitigation, resilience and disaster preparedness.
DUTIES OF ENTERPRISE
Pursuant to this Agreement, Enterprise agrees:
1. To design, development and disseminate three (3) components of a Disaster Ready and
Operations Efficiency Toolkit as specified in the "Scope of Work", attached as Exhibit "A", to perform
all tasks and complete all deliverables specified in Exhibit "A".
2. To ensure that tasks assigned to South Florida Community Development Coalition
("SFCDC") Florida Housing Coalition ("FHC") and Communities United are completed as specified
in Exhibit "A".
To absorb the travel and living expenses of its staff while on site.
4. To provide, at all times during the term hereof, such insurance coverage(s) as may be
required by the City's Department of Risk Management. The insurance coverage(s) required for this
Agreement are attached hereto as Exhibit "B" and incorporated herein by this reference. Enterprise
shall add the City as additional insureds to its commercial general liability, and auto liability policies,
and as a named certificate holder on all policies. Enterprise shall correct any insurance certificates
as requested by the City's Risk Management Administrator. All such insurance, including renewals,
shall be subject to the approval of the City for adequacy of protection and evidence of such
coverage(s) and shall be furnished to the City Risk Management Administrator on Certificates of
Insurance indicating such insurance to be in force and effect and any cancelled or non -renewed
policy will be replaced with no coverage gap and a current Certificate of Insurance will be provided.
Completed Certificates of Insurance shall be filed with the City prior to the performance of services
hereunder, provided, however, that Enterprise shall at any time upon request file duplicate copies of
the Certificate of Insurance with the City.
5. To comply with all other applicable laws, rules, and regulations in the performance of this
Agreement.
To adhere to the timeline and deadlines outlined in Exhibit "A".
19-353/ 2/20/19
To adhere to the budget as specified in the "Budget", attached as Exhibit "C".
8. To participate in all scheduled calls between City of Miami and Southeast Sustainability
Director's Network ("SSDN").
To participate in quarterly calls with City of Miami and SSDN.
10. To produce quarterly updates, March 31, 2020, June 30, 2020, September 30, 2020, March
31, 2021, June 30, 2021 and September 30, 2021. These updates will be brief (2-3 paragraphs) and
will include: 1. progress on major milestones; 2. results achieved to date (outputs and outcomes); 3.
funds spent to date; 4. explanation of any major changes to the project milestones, timeline, or
budget.
11. To submit a Year One Progress Report due by December 10, 2020. This report will be no
more than four pages and will include 1. progress on major milestones; 2. results achieved to date
(outputs and outcomes); 3. funds spent to date; 4. explanation of any major changes to the Year One
project milestones, timeline, or budget; and 5. proposed Year Two project budget by milestones and
metrics table (Table 1).
12. To Participate in Year Two Planning Call with the City of Miami and SSDN. The purpose of
this call will be to review Year One performance and discuss the proposed Year Two project budget
by milestones and metrics table. Specific date and time to be determined.
13. To assist in writing a Final Report, due by December 31, 2021. This report will be between
7-12 pages and will include three deliverables: 1. a final grant report that describes outcomes, impact,
follow on work planned, funds leveraged, and lessons learned; 2. a detailed record of grant fund
expenditures, including a comparison of original budget to actual expenditures; 3. Any materials
created for this grant project that demonstrate the project outputs and/or outcomes.
2. DUTIES OF CITY OF MIAMI'S OFFICE OF RESILIENCE AND SUSTAINABILITY
The City of Miami's Office of Resilience and Sustainability agrees, at their expense:
1. The City shall grant Enterprise a total of $250,000. This amount of $250,000 is the maximum
price inclusive of all fees, costs and expenses. The City will not be liable for any fee, cost, other
charge or reimbursable expense in excess of this amount, which is a maximum payment amount by
the City. The first installation of $125,000 will be paid upon signing of this Agreement. The second
installment of $62,500 will be paid upon completion of the 3 quarterly reports in 2020 and Year One
Progress Report as outlined in Duties 10." And 11.". The third and final payment of $62,500 will be
paid upon completion of the 3 quarterly reports in 2021 and the Final Report as outlined in Duties
10." And 13."In the event the City terminates the agreement, the initial payment is non-refundable
and the City shall be responsible for any additional costs incurred by Enterprise up to the date of
cancellation, unless the termination is due to the failure or refusal of Enterprise to comply with the
public records provisions as described below.
3. GENERAL
1 It is understood that the fee paid by the City to Enterprise is to be solely used to cover the
costs as specified in Exhibit "A".
2. The City may make such noncommercial and municipal uses of the toolkit as it may deem
desirable. It is further understood that Enterprise may make such noncommercial use of the toolkit
as it may deem desirable, and the City herewith specifically agree that Enterprise may publish and
disseminate such toolkit or any part thereof in conjunction with its research and educational
programs.
3. Enterprise is acting in the capacity of an independent contractor hereunder and not as an
employee, partner, representative, or agent of, or joint venturer with the City. Enterprise does not
have authority to enter into contracts on behalf of either of the City.
4. The performance of this Agreement by either party is subject to acts of God, war or threat of
war, government regulation, acts of terrorism, disaster, fire, strikes, civil disorder, public health crises,
curtailment of transportation facilities or other circumstance beyond the control of the parties
unreasonably delaying or making it inadvisable, illegal or impossible for either party to perform its
obligations hereunder. This Agreement may be terminated without penalty for any one (1) or more
of such reasons by written notice from one party to the other; provided that the party delayed or
unable to perform shall promptly advise the other party of such delay or impossibility of performance,
and provided further that the party so delayed or unable to perform shall take reasonable steps to
mitigate the effects of any such delay or nonperformance.
5. This Agreement is unique to Enterprise due to their expertise and is not assignable without
prior written consent of the City which may be withheld or denied; provided that other party shall
have the right to assign this Agreement to an affiliate upon prior written notice to the other party. In
all other instances, neither party shall assign its rights or duties under this Agreement without prior
written consent of the other party. Subject to the foregoing, this Agreement shall bind and inure to
the benefit of the respective parties and their authorized successors and assigns.
6. This Agreement constitutes the entire agreement between the parties regarding the services
described herein and supersedes all prior agreements or understandings between the parties on this
subject matter, whether written or verbal.
7. This Agreement may not be altered, amended or modified except by written document
executed by all parties.
8. The parties agree that no persons other than the City and Enterprise (including any
successors or assigns thereof) shall have any rights under this Agreement and that no third -party
beneficiaries are contemplated in this Agreement.
9. The undersigned parties and their duly authorized representatives represent and warrant
that they have authority to enter into this Agreement and hereby agree to the terms set forth above.
4. RECORDS
1. Enterprise agrees to provide access to the City or to any of its duly authorized
representatives, to any books, documents, papers, and records of Enterprise which are directly
pertinent to this Agreement, for the purpose of audit, examination, excerpts, and transcripts. The
City, at reasonable times, and for a period of up to three (3) years following the date of final payment
by the City to Enterprise under this Agreement, audit and inspect, or cause to be audited and
inspected, those books, documents, papers, and records of Enterprise which are related to
Enterprise's performance under this Agreement. Enterprise agrees to maintain any and all such
books, documents, papers, and records at its principal place of business for a period of three (3)
years after final payment is made under this Agreement and all other pending matters are closed.
Enterprise's failure to adhere to, or refusal to comply with, this condition shall result in the immediate
cancellation of this Agreement by the City without financial recourse by Enterprise to the City.
Enterprise understands that the public shall have access, at all reasonable times, to all available
documents and information pertaining to the City and this Agreement, subject to the provisions of
Chapter 119, Florida Statutes, and any specific exemptions there from, and Enterprise agrees to
allow access by the City and the public to all documents subject to disclosure under applicable law
unless there is a specific exemption from such access. Enterprise's failure or refusal to comply with
the provisions of this section shall result in immediate termination of the Agreement by the City.
2. Public Records. Pursuant to the provisions of Chapter 119.0701, Florida Statutes,
Enterprise must comply with the Florida Public Records Laws, specifically Enterprise must:
a. Keep and maintain public records that ordinarily and necessarily would be required
by the City in order to perform the services under this Agreement.
b. Provide the public with access to public records on the same terms and conditions
that the City would provide the records and at a cost that does not exceed the cost provided
in Chapter 119 or as otherwise provided by law.
C. Ensure that public records that are exempt or confidential and exempt from public
records disclosure requirements are not disclosed except as authorized by law.
d. Meet all requirements for retaining public records and transfer, at no cost to the City,
all public records in possession of Enterprise upon termination of this Agreement and destroy
any duplicate public records that are exempt or confidential and exempt from public records
disclosure requirements.
e. All records stored electronically must be provided to the City in a format compatible
with the information technology systems of the City.
f. Enterprise agrees that any of the obligations in this Section will survive the term,
termination, and cancellation hereof.
g. IF ENTERPRISE HAS QUESTIONS REGARDING THE APPLICATION OF
CHAPTER 119, FLORIDA STATUTES, TO ENTERPRSE'S DUTY TO PROVIDE PUBLIC
RECORDS RELATING TO THIS AGREEMENT AS A PUBLIC CONTRACT, PLEASE
CONTACT THE CITY'S CUSTODIAN OF PUBLIC RECORDS AT THE CITY'S
DEPARTMENT OF RESILIENCE AND PUBLIC WORKS AT 8TH FLOOR, MIAMI
RIVERSIDE CENTER, 444 S.W. 2ND AVENUE, MIAMI, FLORIDA 33130, TELEPHONE
NUMBER 305-416-1200 AND E-MAIL AT INTERNETPUBLICWORKS(cDMIAMIGOV.COM.
5. MISCELLANEOUS
1. Ownership of Documents. All tracings, plans, drawings, specifications, maps,
computer files, and/or reports prepared or obtained under this Agreement, as well as all data
collected, together with summaries and charts derived there from, including all electronic digital
copies will be considered works made for hire and will, based on incremental transfer wherein the
above shall become the property of the City upon payments made to Enterprise or termination of the
Agreement without restriction or limitation on their use, and will be made available, on request, to the
City at any time during the performance of such services and/or upon completion or termination of
this Agreement. Enterprise shall not copyright any material and products or patent any invention
developed under this Agreement. The City shall have the right to visit the site for inspection of the
work and the products of Enterprise at any time. Enterprise shall be permitted to retain copies,
including reproducible copies, solely for information and reference in connection with the City's use
and occupancy of the Intitiative. Notwithstanding the foregoing, Enterprise upon the City's written
consent, may utilize toolkit materials produced for the City as a part of this Agreement in the following
manner: a) as examples of Enterprise's work products, b) on Enterprise's web site; and c) as a
reference in other documents, reports and studies.
2. Delivery Upon Request or Cancellation. Failure of Enterprise to promptly deliver all such
documents, both hard copy and digital, to the Director or designee within ten (10) days of
cancellation, or within ten (10) days of request by the City, shall be just cause for the City to withhold
payment of any fees due Enterprise until Enterprise delivers all such documents. Enterprise shall
have no recourse from these requirements.
3. Re -Use by City. It is understood that all Enterprise agreements and/or Work Orders for
new work will include the provision for the re -use of plans and specifications, including construction
drawings, at the City's sole option, and by virtue of signing this Agreement, Enterprise agrees to such
re -use in accordance with this provision without the necessity of further approvals, compensation,
fees or documents being required and without recourse for such re -use. Enterprise will not be liable
for re -use by the City of plans, documents, studies, or other data for any purpose other than that
intended by the terms and conditions of this Agreement.
2. Audit Rights. The City reserves the right to audit Enterprise's accounts during the
performance of this Agreement and for three (3) years after final payment under this Agreement.
Enterprise agrees to furnish copies of any records necessary, in the opinion of the Director, to
approve any requests for payment by Enterprise. The inspection and audit provisions provided for
City contracts set forth in §18-101 and § 18-102, City Code, are applicable to this Agreement and
are deemed as being incorporated by reference herein.
3. Applicable Law and Venue of Litigation. This agreement shall be interpreted and construed
in accordance with and governed by the laws of the State of Florida. Any suit or action brought by
any party, concerning this Agreement, or arising out of this Agreement, shall be brought in Miami -
Dade County, Florida. Each party shall bear its own attorney's fees and costs.
4. Notices. Whenever either party desires to give notice unto the other, such notice must be
in writing, sent by registered United States mail, return receipt requested, addressed to the party for
whom it is intended at the place last specified; and the place for giving of notice shall remain such
until it shall have been changed by written notice in compliance with the provisions of this paragraph.
For the present, the parties designate the following as the respective places for giving of notice:
FOR CITY OF MIAMI:
Emilio T. Gonzalez, Ph. D.
City Manager
444 S.W. 2nd Ave., 10th Floor
Miami, Florida 33130
With copy to:
Jane Gilbert
Chief Resilience Officer
Office of Resilience and Sustainability
444 SW 2nd Avenue, 10th Floor
Miami, FL 33130
5. Interpretation. The language of this Agreement has been agreed to by both parties to
express their mutual intent and no rule of strict construction shall be applied against either party
hereto. The headings contained in this Agreement are for reference purposes only and shall not
affect in any way the meaning or interpretation of this Agreement. All personal pronouns used in this
Agreement shall include the other gender, and the singular shall include the plural, and vice versa,
unless the context otherwise requires. Terms such as "herein," "hereof," "hereunder," and
"hereinafter" refer to this Agreement as a whole and not to any particular sentence, paragraph, or
section where they appear, unless the context otherwise requires. Whenever reference is made to a
Section or Article of this Agreement, such reference is to the Section or Article as a whole, including
all of the subsections of such Section, unless the reference is made to a particular subsection or
subparagraph of such Section or Article.
6. Joint Preparation. Preparation of this Agreement has been a joint effort of the City and
Enterprise and the resulting document shall not, solely as a matter of judicial construction, be
construed more severely against one of the parties than any other.
7. Priority of Provisions. If there is a conflict or inconsistency between any term, statement,
requirement, or provision of any exhibit attached hereto, any document or events referred to herein,
or any document incorporated into this Agreement by reference and a term, statement, requirement,
or provision of this Agreement, the term, statement, requirement, or provision contained in this
Agreement shall prevail and be given effect.
8. Mediation - Waiver of Jury Trial. In an effort to engage in a cooperative effort to resolve
conflict which may arise during the course of the design and /or construction of the subject project(s),
and/or following the completion of the projects(s), the parties to this Agreement agree all disputes
between them shall be submitted to non-binding mediation prior to the initiation of litigation, unless
otherwise agreed in writing by the parties. A certified Mediator, who the parties find mutually
acceptable, will conduct any Mediation Proceedings in Miami -Dade County, State of Florida. The
parties will split the costs of a certified mediator on a 50/50 basis. Each party will bear their own
attorney's fees. In an effort to expedite the conclusion of any litigation the parties voluntarily waive
their right to jury trial or to file permissive counterclaims in any action arising under this Agreement.
9. Compliance with Laws. Enterprise shall comply with all applicable laws, codes, ordinances,
rules, regulations and resolutions including, without limitation, the Americans with Disabilities Act
("ADA"), as amended, and all applicable guidelines and standards in performing its duties,
responsibilities, and obligations related to this Agreement. Enterprise represents and warrants that
there shall be no unlawful discrimination as provided by law in connection with the performance of
this agreement.
10. Non -Discrimination. Enterprise further covenants that no otherwise qualified individual
shall, solely by reason of his/her race, color, sex, religion, age, handicap, marital status or national
origin, be excluded from participation in, be denied services, or be subject to discrimination under
any provision of this Agreement.
11. Independent Contractor. Enterprise has been procured and is being engaged to
provide services to the City as an independent contractor, and not as an agent or employee of the
City. Accordingly, Enterprise shall not attain, nor be entitled to, any rights or benefits under the Civil
Service or Pension Ordinances of the City, nor any rights generally afforded classified or unclassified
employees. Enterprise further understands that Florida Workers' Compensation benefits available to
employees of the City are not available to Enterprise, and agrees to provide workers' compensation
insurance for any employee or agent of Enterprise rendering services to the City under this
Agreement.
12. Contingency Clause: Funding for this Agreement is contingent on the availability of funds
and continued authorization for program activities and the Agreement is subject to amendment or
termination due to lack of funds, reduction of funds and/or change in regulations, upon thirty (30)
days' notice.
13. Third Party Beneficiary. Enterprise and the City agree that it is not intended that any
provision of this Agreement establishes a third -party beneficiary giving or allowing any claim or right
of action whatsoever by any third party under this Agreement.
6. INSURANCE
Enterprise must submit the insurance coverages specified in Exhibit B on or before execution of this
Agreement.
Enterprise Community Partners, Inc.
Meaghan Shannon Vlkovic
VP & Market Leader, Southeast
Enterprise Community Partners
Date:
INSERT SECOND NAME OF ENTERPRISE SIGNEE
Date:
ATTEST
Todd B. Hannon, City Clerk
Date:
CITY OF MIAMI
Emilio T. Gonzalez, City Manager
Date:
Approved as to Legal Form and Correctness
Victoria Mendez, City Attorney
Date:
Approved as to Insurance Requirements
Ann -Marie Sharpe, Director of Risk Management
Date:
Exhibit A
Draft Scope of Work — City of Miami
As part of the City of Miami (CITY) Office of Resilience and Sustainability (ORS)'s award from the
Southeast Sustainable Communities Fund, ORS will be creating a Resilient Multifamily Housing Initiative
that will consist of the design, development and dissemination of three (3) components of a Disaster Ready
and Operations Efficiency TOOLKIT as well as educating residents in adaptation, mitigation, resilience
and disaster preparedness. City of Miami ORS seeks to partner with Enterprise Community Partners.
(Enterprise) to:
TASK ONE — Develoo Affordable Housina Portfolio Resilience Audit Toolkit
A. Phase 1 - Guidance to help owners determine which properties are most at risk in their
portfolio:
This first phase will provide owners with an internal portfolio assessment tool created by Enterprise
that will allow owners to obtain high-level view of the most and least resilient properties of their
portfolio and enable owners to evaluate the risk of their portfolio from their desk, without investing
in site visits, to prioritize properties for further evaluation.
1. 2nd quarter 2020 — Finalize and update the existing online Phase 1 portfolio resilience audit for
Miami market.
B. Phase 2 - Property -level tools to help assess resilience needs in high priority buildings:
Once the most vulnerable properties in the portfolio have been determined through Phase 1 of
toolkit, the property resilience assessment tools will enable owners to evaluate specific needs of
their properties. This phase of the toolkit will include development and curation of property
assessment and risk reduction tools that enable affordable housing owners and portfolio managers
to identify resilience strategies at the building level through site assessments.
2nd- 31d quarter 2020 — Research relevant strategies associated with hazards pertinent to
multifamily buildings in Miami for which there do not already exist site resilience assessment
tools and create audit tools for these hazards. These tools will likely be Excel based for this
iteration.
2. 3rd- 4th quarter 2020 — Inventory, design and produce online access to these resilience audit
tools, which provides easy access for multifamily building owners to use, self -direct and
implement the portfolio and building resilience audits.
C. Phase 3 - Guide on securing funding to implement recommendations of the assessment:
To ensure that project teams have the resources available to implement the recommendations
found in the first two phases, the third component of this effort will be a guide for affordable
housing owners and portfolio managers in identifying and securing capital to implement their
relevant resilience strategies
1. 3rd- 4th quarter 2020 — Identify potential funding streams that can support implementation and
operational ization of the resilience audit recommendations, and document these in a guide for
multifamily building owners.
2. 3rd -41h quarter 2021 — Report back findings of audits and funding needs to jurisdictional public -
sector partners designing programs funded by CDBG-DR and CDBG-DR MIT,FEMA funds,
and local resources to support recovery and resilience of communities.
Enterprise has $150,000 in committed funds from another funder to hire a consultant to complete
the 3 phases of the toolkit, which will result in a hazard resilience assessment tool for the Miami
area that will help identify risk of properties to main categories of climate risk in Miami -flooding,
heat, and wind. In addition, these funds will support the creation of a resilience tool manual to
accompany the assessment tool and a resilience tool training webinar for both contractors and
property owners/operators. We will issue an RFP for this work, but the cost is estimated on other
contracts Enterprise has entered into for this type of work in other markets.
II. TASK 2 — Training on Resilience Audit Tools:
Enterprise will train a cohort of contractors to assist affordable housing owners/operators in using audit,
as well as, provide training to owners/operators who have the capacity to complete the audit
themselves. This will allow owner/operators to identify opportunities to enhance the unique
characteristics of each building for resilience impact. Enterprise will maintain a list of trained contractors
which building owners can engage.
1. 4th quarter 2020 - 1 st quarter 2021 — Once the development of the Phase 2 Multifamily building
audit tools is complete, Enterprise and the engaged consultant will develop a "train the trainer"
curriculum to accompany the tool and guide qualified contractors to support building owners.
2. 4th quarter 2020 — Outreach to qualified contractors to respond to RFQ, which will offer them the
opportunity to provide technical assistance to building owners on Phase 2 of audits.
3. 1 st quarter 2021 — Provide training of contractors on tool and walk through proposed plan for
working with 50 owners to work through phase 2 of toolkit.
$1000 dollars will be used for printing of all audit and training materials.
$192 will be used to support Enterprise general and administration costs and occupancy costs. General
and administration costs include administrative staff (human resources, finance, legal, administrative
leadership, etc.), grants management, the audit, staff training etc. Occupancy costs include rent,
utilities, equipment and services used by the organization (copiers, phone systems, janitorial services,
IT support, etc.) insurance, etc.
III. TASK 3 — Disseminate toolkit in accordance with outreach strategy:
1. 2nd quarter 2020 — Prioritize Property Owners for portfolio assessments. For example, we might
prioritize buildings located in the 100 -year floodplain in resiliency hub neighborhoods that serve low
to median income households. This criteria will be established in partnership with the City of Miami
Office of Resilience and other community partners.
2. 2nd quarter 2020 — Create a Multifamily owner outreach plan with South Florida Community
Development Coalition, Florida Housing Coalition and the City of Miami to register at least 50
multifamily building owners that meet the prioritization. Coordinate with public agency partners and
area nonprofits to build the pipeline of properties that will be in the audit program.
3. 3rd Quarter 2020 —1St Quarter 2021- SFCDC and FHC - Conduct owner outreach to enroll in
portfolio and property audits.
4. 3rd Quarter 2020 — 41h Quarter 2020 — Consultant will provide online webinar to enrolled property
owners to train them in utilization of the portfolio audit tools.
5. 4th Quarter 2020 - 2nd quarter 2021— Consultant will provide online webinar to enrolled property
owners to train them in utilization of the portfolio and property audit tools.
6. 1 st quarter 2021 — Complete all 50 Phase 1 -Portfolio Audits.
7. 4th quarter 2021— Ensure completion of Phase 2 -Multifamily Building audits with enrolled
participants.
8. 3rd quarter 2021- January 2022 — Work with 2-3 properties to plan and implement
recommendations from Phase 2 audits to rehabilitate two (2) to three (3) properties based on audit
recommendations.
Enterprise will grant $27,500 to South Florida Community Development Corporation and Florida
Housing Coalition to create and implement the outreach plan to register 50 multifamily building owners
that meet the prioritization.
$5,280 will be used by Enterprise to support general and administration costs and occupancy costs.
General and administration costs include administrative staff (human resources, finance, legal,
administrative leadership, etc.), grants management, the audit, staff training etc. Occupancy costs
include rent, utilities, equipment and services used by the organization (copiers, phone systems,
janitorial services, IT support, etc.) insurance, etc.
IV. TASK 4 — Resident Engagement - Resident engagement will be done in partnership with
organizations that are already doing this work throughout Miami -Dade County, including Communities
United and the City of Miami CERT Training Team. We will increase the engagement of these
organizations to specifically work with residents in properties that receive audits, thus creating a holistic
resiliency strategy that focuses both on infrastructure and on residents.
4th quarter 2020 - Work with Communities United and the City of Miami CERT Training Team to
develop resident engagement strategy.
4th quarter 2020 —1St quarter 2021 — Encourage properties enrolled in the program to share the
opportunity for their residents to attend a County or City Led CERT Training. Work with City of
Miami CERT training on communications plan to ensure property management knows of trainings.
4th quarter 2020 —1St quarter 2021 — Work with Communities United and City of Miami CERT
Training Team to determine which properties enrolled in audit program are high priority and
develop a more targeted outreach and engagement plan for residents in those properties, including
a more concentrated education/outreach plan for 10 of the most vulnerable properties.
1St — 4th quarter 2021 — Implement CERT training and Communities United resilience programming
for engaged residents of multifamily buildings.
Enterprise will grant $30,000 to Communities United to conduct disaster preparedness, outreach,
training & provide at least 100 emergency supply kits.
$4,800 will be used by Enterprise to support general and administration costs and occupancy costs.
General and administration costs include administrative staff (human resources, finance, legal,
administrative leadership, etc.), grants management, the audit, staff training etc. Occupancy costs
include rent, utilities, equipment and services used by the organization (copiers, phone systems,
janitorial services, IT support, etc.) insurance, etc.
V. Enterprise Staff Support:
For Tasks 1-4, Enterprise personnel costs include the following people, at the following % of time
based on annual salary and fringe benefits, totaling $83,280 for year one and $97,948 for year 2:
VP and Market Leader, Southeast, Meaghan Vlkovic will contribute 5% of her total time for the
grant period and will provide overall oversight for the program.
Director, Southeast, Sara Haas will contribute 20% of her total time for the grant period and will
be the lead staff member for implementation of all aspects of the program.
Senior Program Director, Resiliency and Disaster Recovery, Laurie Schoeman will contribute
20% of her total time for the grant period and will provide technical assistance and subject
matter expertise to the program and participate in all trainings.
VI. Expected Outcomes:
The Disaster Ready and Operations Efficiency TOOLKIT is completed providing easy access and
instructions for Portfolio ASSESSMENT, property AUDIT and RESOURCE GUIDE that can be
used by affordable housing owners, operators and developers to ensure housing is safeguarded
from future climate risk in Miami
• 50 properties identified to complete Property AUDIT and obtain a risk score to help owner
understand their most vulnerable properties to safeguard and invest in repair for resiliency
• Contractors are fully trained and able to teach property owners how to audit their properties which
will help build a market and base of capacity within Miami among contractors who work with
housing and seek to safeguard from risk
• 50 completed property audits to help housing owners better identify their capital improvement
needs and prioritize those that relate to climate risk reduction
• Select properties to implement suggestions/retrofits identified in AUDITs; owners/ residents feel
safer and more prepared for a major storm.
Number of residents completing training and better able to respond to emergencies and prepare
communities and housing units for emergencies
VII. Project Timeline:
Indicators of
Milestone
Description
Outcome
Lead
Timeline
Success
Develop (1)
The Disaster
City of Miami and
ASSESSMENT
Ready and
TOOLKIT
Enterprise
2nd Quarter
component to
Operations
being utilized
Community
2020-4th
DesignfDevelop
identify building
Efficiency TOOLKIT
to
Partners
Quarter
ment Disaster
hazards and risks; (2)
is completed
engage/train
2020
y and
Ready
RESOURCE GUIDE to
providing easy
property
p y
Operations
identify and secure
access and
owners/oper
Efficiency
capital for retrofits;
instructions for
ators
and AUDIT to identify
property
TOOLKIT
resilience strategies
ASSESSMENT,
at the building level
property AUDIT
and RESOURCE
GUIDE.
Disseminate Initiative
Identification of
50
South Florida
3rd Quarter
and Toolkit
50 properties for
properties
Community
2020-1St
Outreach to
information to
evaluation and
identified to
Development
Quarter
Property Owners
property
prioritization
complete
Coalition and
2021
owners/operators
AUDIT
Florida Housing
Coalition
Train a team of
5 contractors are
Contractors
Enterprise
Train cohort of
contractors on the
trained on how to
are fully
Community
4th Quarter
contractors to
AUDIT who will then
use the AUDIT
trained and
Partners
2020-1St
assist affordable
train property
component of the
able to teach
Quarter
housing
owners in using the
TOOLKIT
property
2021
owners/operator
AUDIT
owners how
s in using AUDIT
to audit their
properties
Completion of 50
Identification of
50
1St Quarter
AUDITS
most and least
completed
Enterprise
2021-4th
to give owners a high
resilient
property
Community
Quarter
level view of the
properties in
audits
Partners and
2021
Complete 50
most and least
owner/operator
Property
property audits
resilient properties in
portfolio
Owners/Operators
their portfolio by
helping them to
identify buildings
hazards and risks
Identify two (2) to
2-3 properties
Select
City of Miami
three (3) properties
selected to
properties to
3rd Quarter
Selectfirst cohort
to rehabilitate based
implement AUDIT
implement
2021-
of property
on AUDIT findings
findings
suggestions/
January
owners to
retrofits
2022
receive funding
identified in
assistance
A U D ITs;
owners/
residents
feel safer
Exhibit B
INSURANCE REQUIREMENTS- ENTERPRISE CONTRACT
Commercial General Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
Each Occurrence $1,000,000
General Aggregate Limit $ 2,000,000
Personal and Adv. Injury $ 1,000,000
Products/Completed Operations $1,000,000
B. Endorsements Required
City of Miami listed as additional insured
Contingent & Contractual Liability
Premises and Operations Liability
Primary Insurance Clause Endorsement
Business Automobile Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
and more
prepared for
a major
storm.
150 residents will
Number of
City of Miami with
Train 150 residents
be prepared to
residents
support from
4t" Quarter
in disaster
respond to
completing
Communities
2020 -4th
Complete
preparedness, CERT
disasters,
training
United and Dream
Quarter
training and
and provide them
educated in
in Green
2021
education of
water efficiency and
energy
residents
conservation
conservation
workshops
strategies and
water and energy
efficiency
measures
Exhibit B
INSURANCE REQUIREMENTS- ENTERPRISE CONTRACT
Commercial General Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
Each Occurrence $1,000,000
General Aggregate Limit $ 2,000,000
Personal and Adv. Injury $ 1,000,000
Products/Completed Operations $1,000,000
B. Endorsements Required
City of Miami listed as additional insured
Contingent & Contractual Liability
Premises and Operations Liability
Primary Insurance Clause Endorsement
Business Automobile Liability
A. Limits of Liability
Bodily Injury and Property Damage Liability
Combined Single Limit
Owned/Scheduled Autos
Including Hired, Borrowed or Non -Owned Autos
Any One Accident $1,000,000
B. Endorsements Required
City of Miami listed as an additional insured
III. Worker's Compensation
Limits of Liability
Statutory -State of Florida
Waiver of Subrogation
Employer's Liability
A. Limits of Liability
$100,000 for bodily injury caused by an accident, each accident
$100,000 for bodily injury caused by disease, each employee
$500,000 for bodily injury caused by disease, policy limit
IV. Professional Liability/Errors and Omissions Coverage
Combined Single Limit
Each Claim $1,000,000
General Aggregate Limit $1,000,000
Retro Date Included
V. Network Security and Privacy Injury (Cyber Liability) If Applicable
Each Claim
Policy Aggregate
Retro Date Included
$1,000,000
$1,000,000
Enterprise agrees to maintain professional liability/Errors & Omissions coverage, along with Network Security
and Privacy Injury (Cyber) coverage, if applicable, for at least 2 years after termination of the contract period
subject to continued availability of commercially reasonable terms and conditions of such coverage.
The above policies shall provide the City of Miami with written notice of cancellation or material
change from the insurer in accordance to policy provisions.
Companies authorized to do business in the State of Florida, with the following qualifications, shall issue all
insurance policies required above:
The company must be rated no less than "A-" as to management, and no less than "Class V" as to
Financial Strength, by the latest edition of Best's Insurance Guide, published by A.M. Best Company,
Oldwick, New Jersey, or its equivalent. All policies and for certificates of insurance are subject to
review and verification by Risk Management prior to insurance approval.
Exhibit C
Budget
OVERALL
TOTAL
YEAR1
YEAR2
STAFFING
$181,228.00
$83,280.00
$97,948.00
CONTRACT - AUDIT TOOL
DEVELOPMENT (PHASE 1-2) (Funded by
alternate source)
$
$
$
CONTRACT - AUDIT TOOL
DEVELOPMENT — Mitigation Funding
Sources (Funded by alternate source)
$
$
$
CONTRACT - FHC AND SFCDC
$27,500.00
$27,500.00
$
CONTRACT - COMMUNITIES UNITED
$30,000.00
$7,500.00
$22,500.00
TRAVEL
$
$
$
PRINTING
$1,000.00
$
$1,000.00
ADMINISTRATION COSTS
$10,272.00
$6,720.00
$3,552.00
TOTAL
$250,000.00
$125,000.00
$125,000.00