HomeMy WebLinkAbout2024-129 Agrmt Sunstone Housing CollaborativeCITY OF ASHLAND
AFFORDABLE HOUSING TRUST FUND GRANT AGREEMENT
GRANTOR: CITY OF ASHLAND
20 E Main Street
Ashland, OR 97520
PHONE: (541) 488-6002
FAX: (541) 488-5311
GRANTEE: Sunstone Housing Collaborative
Address: 1467 Siskiyou Blvd #79
Ashland, OR 97520
PHONE: (530) 227-3421
Term of this Grant Agreement: July 1, 2024, to June 30, 2025
11 Grant Funds provided under this Agreement: $55,000 I
This Affordable Housing Trust Fund Grant Agreement (hereinafter "Agreement") is entered into by
and between the City of Ashland, an Oregon municipal corporation (hereinafter "City"), and
Sunstone Housing Collaborative, a Non-profit organization. ("hereinafter "Grantee").
NOW THEREFORE, in consideration of the mutual promises and covenants contained
herein, the City and Grantee agree as follows:
1. Nature of Grant. Subject to the terms and conditions of this Agreement and in reliance upon
Grantee's approved grant application, the City agrees to provide grant funds to Grantee in the
amount of fifty-five thousand dollars ($55,000.00). Grant funds shall be utilized or contractually
committed during the term of this Agreement.
2. Scope of Work. Grantee shall undertake activities as more specifically set forth in Grantee's
grant application, which is attached hereto as "Exhibit A" and incorporated herein by this reference.
Grantee's services and obligations under this Agreement are collectively referred to herein as the
"Work."
3. Qualified Work. Grantee has represented, and by entering into this Agreement now represents,
that any personnel assigned to the Work referenced in this Agreement are fully qualified to perform
the Work to which they will be assigned in a skilled and worker -like manner and, if required to be
registered, licensed, or bonded by the State of Oregon, are so registered, licensed, and bonded.
Grantee shall also maintain a current City business license.
4. Use of Grant Funds. The use of grant funds is expressly limited to the activities as set forth in
this Agreement and Resolution No. 2008-34. A copy of Resolution No. 2008-34 is attached hereto
as "Exhibit B" and incorporated herein by this reference.
5. Grantee agrees to acknowledge the City as a funding source in all of Grantee's printed and
electronic notices and advertisements relating to the use of the grant funds.
6. Grantee agrees to submit a written report to the City on the use of the grant firnds within sixty
(60) days following the expenditure of the funds, but in no event later than October 30, 2025.
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ASHLAND AND SUNSTONE HOUSING COLLABORATIVE 2024
7. Unexpended Grant Funds. Any grant funds not expended by October 30, 2025, shall be
immediately returned to the City.
S. Financial Records and Inspection. Grantee shall maintain a complete set of books and records
relating to the Work for which the grant funds were awarded. Such records shall be kept in
accordance with generally accepted accounting principles. Grantee gives the City and any
authorized representative of the City access to and the right to examine all books, records, papers, or
documents relating to the use of the grant funds. Such access shall be given within 72 hours of
receiving notice of a request to inspect from the City.
9. Living Wage Requirements. If the total amount of grant funds awarded under this Agreement is
$21,127.46 or more, Grantee is required to comply with Chapter 3.12 of the Ashland Municipal
Code by paying a living wage, as defined in that chapter.
10. Termination.
a. Mutual Consent. This Agreement may be terminated at any time by the mutual written
consent of both parties.
b. City's Convenience. This Agreement may be terminated at any time by City upon not
less than thirty (30) days' prior written notice.
C. For Cause. City may terminate this Agreement, in whole or in part, effective upon
delivery of written notice to Grantee under any of the following conditions:
i. If City funding from federal, state, county or other sources is not obtained and
continued at levels sufficient to allow for the grant;
ii. If federal or state regulations or guidelines are modified, changed, or interpreted
in such a way that the grant purposes are no longer allowable or appropriate for
award under this Agreement or are no longer eligible for the funding proposed for
payments authorized by this Agreement; or
iii. If any license or certificate required by law or regulation to be held by Grantee to
provide the Work required under this Agreement is denied, revoked, suspended,
or not renewed.
11. Default. If Grantee fails to perform or observe any of the covenants or provisions contained in
this Agreement or fails to expend the grant funds or enter into binding legal agreements to expend
the grant funds during the term of this Agreement, the City, by written notice of default to the
Grantee, may terminate this Agreement and may pursue any remedies available to the City at law or
in equity. Such remedies may include, but are not limited to, termination of this Agreement, the
stopping of payment on the grant funds, Grantee's payment of interest earned on grant funds or the
declaration of Grantee's ineligibility for the receipt of future grant awards.
In the event of termination of this Agreement, City shall stop payment or withhold any Grant fiends
in City's possession from Grantee, and Grantee shall immediately return all unexpended and
unencumbered grant funds to City, In addition, City shall be entitled to recover any administrative
costs, including attorney fees or collection costs, as a result of Grantee's failure to return any grant
fiends. If grant funds are not returned or it is found that Grant funds were misappropriated, Grantee
shall be ineligible and disbarred from receipt of future grant funds until such matters are finally
PAGE 2 OF 5: AFFORDABLE HOUSING TRUST FUND GRANT AGREEMENT BETWEEN THE CITY OF
ASHLAND AND SUNSTONE HOUSING COLLABORATIVE 2024
adjudicated and settled. The rights and remedies of this section are not exclusive and are in addition
to any other rights and remedies available to the City under the law.
12. Notice. Whenever notice is required or permitted to be given under this Agreement, such
notice shall be sufficient if given in writing and: (1) delivered personally to the addressee; (2) sent
via a reputable commercial overnight courier; or (3) mailed using registered or certified United
States Mail, postage prepaid, and return receipt requested, to the address set forth below:
1f to the City:
Planning Department
Attn: Linda Reid, Housing Program Specialist
20 E. Main Street
Ashland, OR 97520
Phone: (541)
With a copy to:
City of Ashland Legal Department
20 East Main Street
Ashland, OR 97520
Phone: (541) 488-5350
1f to Grantee:
Sunstone Housing Collaborative Organizing Committee
Attn: Krista Palmer
1467 Siskiyou Blvd #79
Ashland, OR 97520
Phone:541-210-8675
Any such notice delivered by personal delivery shall be deemed delivered and effective upon actual
receipt. Any such notice sent by United States Mail, postage prepaid, shall be deemed delivered and
effective five (5) business days after mailing. Any notice sent by commercial overnight courier shall
be deemed delivered and effective three (3) business days after dispatch.
13. Amendments. This Agreement may not be altered, modified, supplemented, or amended in any
manner except by written instrument signed by both parties.
14. Indemnity. Grantee hereby agrees to defend, indemnify, save, and hold the City, its officers,
employees and agents harmless from any and all losses, claims, actions, costs, expenses, judgments,
or other damages of any nature whatsoever resulting from or arising out of the performance of this
Agreement by Grantee (including but not limited to, Grantee's employees, agents, and others
designated by Grantee to perform work or services attendant to this Agreement). However, Grantee
shall not be held responsible for any losses or damages caused by the sole negligence of the City, its
officers, and employees.
15. Liability Insurance. Grantee shall, at its sole expense, obtain and maintain during the term
of this Agreement, a policy or policies of liability insurance including conuirercial general
PAGE 3 OF 5: AFFORDABLE HOUSING TRUST FUND GRANT AGREEMENT BETWEEN THE CITY OF
ASHLAND AND SUNSTONE HOUSING COLLABORATIVE 2024
liability insurance with a combined single limit, or the equivalent, of not less than $2,000,000
(two million dollars) per occurrence. The insurance required in this Section 15 shall include the
following coverages:
• Comprehensive General or Commercial General Liability, including personal
injury, contractual liability, and products/completed operations coverage; and
• Automobile Liability.
16. Workers' Compensation Insurance. Grantee shall, at its sole expense, provide Workers'
Compensation insurance in compliance with ORS 656.017, which requires subject employers to
provide Oregon workers' compensation coverage for all its subject workers.
17. Assignment. Grantee shall not assign this Agreement nor subcontract any portion of any
work to be performed hereunder without the written consent of the City. Any attempted
assignment or subcontract without the written consent of City shall be null and void.
18. Governing Law; Jurisdiction; Venue. This Agreement shall be governed by the laws of
the State of Oregon without regard to conflict of laws principles. Exclusive venue for litigation
of any action arising under this Agreement shall be in the Circuit Court of the State of Oregon
for Jackson County unless exclusive jurisdiction is in federal court, in which case exclusive
venue shall be in the federal district court for the district of Oregon. Each party expressly waives
any and all rights to maintain an action under this Agreement in any other venue, and expressly
consents that, upon motion of the other party, any case may be dismissed or its venue transferred,
as appropriate, so as to effectuate this choice of venue.
19. Non -appropriations Clause. Funds Available and Authorized: City has sufficient funds
currently available and authorized for expenditure to finance the costs of this Agreement within the
City's fiscal year budget. Grantee understands and agrees that City's payment of amounts under this
Agreement attributable to work performed after the last day of the current fiscal year is contingent
on City appropriations, or other expenditure authority sufficient to allow City in the exercise of its
reasonable administrative discretion, to continue to make payments under this Agreement. In the
event City has insufficient appropriations, limitations or other expenditure authority, City may
terminate this Agreement without penalty or liability to City, effective upon the delivery of written
notice to Grantee, with no further liability to Grantee.
20. Non -Discrimination. Grantee agrees that no person shall, on the grounds of race, color,
religion, creed, sex, marital status, familial status or domestic partnership, national origin, age,
mental or physical disability, sexual orientation, gender identity or source of income, suffer
discrimination in the performance of this Agreement when employed by Grantee. Grantee further
agrees to comply with all applicable requirements of federal and state civil rights and rehabilitation
statutes, rules, and regulations.
21. Merger. This Agreement constitutes the entire understanding between the parties. There are no
understandings, agreements, or representations, oral or written, between the parties not specified in
this Agreement regarding the Work herein. Grantee, by the signature below of its authorized
representative, acknowledges that it has read this Agreement, understands it, and agrees to be bound
by its terms and conditions.
PAGE 4 OF 5: AFFORDABLE HOUSING TRUST FUND GRANT AGREEMENT BETWEEN THE CITY OF
ASHLAND AND SUNSTONE HOUSING COLLABORATIVE 2024
SUNSTONE HOUSING COLLABORATIVE
KRISTA PALMER, ED
(GRANTEE):
By: A-41�1 110aA"Al
Printed Name: Krista Palmer
Title: Executive Director
Date: 12/10/2024
CITY OF AS LAND:
By:
Printed Name: _&&& �LA �b k A �Mdn
Title:
Date: 1Z As/"-'!�-Z-4
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PAGE 5 OF 5: AFFORDABLE HOUSING TRUST FUND GRANT AGREEMENT BETWEEN THE CITY OF
ASHLAND AND SUNS,TONE HOUSING COLLABORATIVE 2024
Exhibit A -Part 1
a r k i t e k
JJ,design&architecture
v
Krista Palmer September 6, 2024
Sunstone Housing Collaborative
1467 Siskiyou Blvd #79
Ashland, OR 97520
Dear Krista and Members of the Sunstone Board,
We submit this proposal for the Sunstone Housing Collaborative with excitement for the
potential this project holds. Our team is committed to designing and planning a living
environment that will provide access, utilization, and most importantly a home for those
within the Ashland community. We will implement a creative approach towards a
collaborative effort in finding solution in the built environment with simplicity and
function at the forefront as we develop a universally accessible community that is
unique to Ashland.
Included in this proposal is our scope of services, timeline, and fee. We plan to establish
and incorporate the principles of Universal Design as fundamental to the design process
and essential in creating a space for belonging that benefits and empowers all without
discrimination. The process starts by listening to community needs and desires before
creating design options, identifying what is needed in the built environment to make the
space welcoming for everyone; and developing an understanding of the barriers that
affect access to housing for each unique user group.
We appreciate your review of our enclosed proposal and are fully committed to the
success of the Sunstone project. We have prepared this proposal to the best of our
ability, and welcome the opportunity to further discuss with you any adjustments that
may be needed to align with your expectations. Thank you again for the opportunity.
Kind Regards,
Christopher Brown and the Arkitek Team
A. Scope of Work
a. Kickoff and coordination (2 months)
i. Kickoff meeting with Sunstone to refine project goals and brainstorm
needs and desires
ii. Outreach with non profit organizations and community members to
brainstorm needs and desires
iii. Analysis of on -site and off -site conditions
iv. Prepare base drawings
b. Draft Master Plan & Design Standards (2 months)
i. Develop universal design standards packet
ii. Precedent boards
iii. Development of MP design options (up to 3) of site layout and
architectural and landscape concepts
iv. Meeting with Sunstone to review the design concepts and discuss
V. Meeting & feedback from non profit organizations and community
members to review the design concepts and discuss
c. Master Plan (1 month)
i. Revised Schematic MP design/consolidate options into 1 design
ii. Committee/Stakeholder Meeting or Open House
iii. 3D graphics and final master plan document
B. Timeline
a. The project would begin by coordinating between Sunstone and the design
team to determine the overall schedule for the project.
C. Cost of Services
a. We propose to execute the above services for the lump sum of $45,000 to be
billed monthly, based on percentage complete. Any additional services will be
billed at hourly rates ($150 for principals; $125 for designers; and $65 for
associates).
D. Assumptions and Exclusions
a. All graphics and drawings prepared will be provided to Sunstone as PDFs as
well as hard copies.
b. We are assuming that Sunstone will want to assemble a committee and/or
stakeholder group for design review. We can discuss if these meetings are
held separately from Sunstone or in conjunction,
C c1 -'4— September 9, 2024
Chris Brown, Principal Architect, Arkitek
/�•LGd( try loaZ A, September 9, 2024
Krista Palmer, Executive Director Sunstone Housing Collaborative
Docusign Envelope 10: 12E917A5-671A-49DC-9CF0-F1EAC8E4DC44
Exhibit A -Part 2
524 E Burnside Street, Ste 210
Portland, OR 97214
503-335-3668
HOUSING DEVELOPMENT CENTER, INC.
A technical advisory service in support of low-income and special -needs housing
REQUEST FOR SERVICES — Ashland School District Housing Technical
Assistance
This REQUEST FOR SERVICES is dated October 23, 2024 and is entered into
pursuant to the Technical Assistance Agreement between Housing Development Center
("HDC") and Sunstone Housing Collaborative ("Client") dated October 23, 2024
1. Client Agent. For this Project, the Client's Agent shall be Krista Palmer.
2. HDC Representative. For this Project, the HDC Representative shall be Travis Phillips.
3. Fee Cap. Without Client's prior written approval, the amount of the fee for the Project
described below shall not exceed $5,000. The fee cap shall only apply to fees generated by
hourly rates and not to reimbursable expenses or interest. Client understands and agrees
that by capping its fee, HDC is not agreeing that the Project can be completed for an
amount equal to or less than the not -to -exceed fee set forth above.
3.1. At this time, in person meetings at Client location are not contemplated. If requested by
Client, HDC will provide an estimate for fee and reimbursable expenses, if any, that are
anticipated to be incurred for this purpose. Meetings at Client location may impact the
ability to achieve the anticipated scope within the Fee Cap identified above.
4. Feasibility. HDC makes no warranty that the Project is feasible or that it can obtain sufficient
financing sources to fund the Project.
5. Authority. HDC has no authority to bind or execute documents on behalf of Client.
6. Commencement of Protect. The work on the Project shall commence immediately.
7. Completion of Project„ The work on the Project shall be completed by HDC no later than
March 1, 2025. Notwithstanding the foregoing, if the HDC's work on the Project cannot be
completed as a result of force majeure, a client request to put a hold on further work on the
Project, or as a result of Client's failure to meet its responsibilities under this the Technical
Assistance Agreement or this Request for Services, the date for completion of the HDC's
work on the Project shall be reasonably extended.
8. Client's Responsibilities. In addition to the Client's Responsibilities set forth in Section 3 of
the Technical Assistance Agreement, Client shall also be responsible for the following:
Docusign Envelope ID: 12E917A5-671A-49❑C-9CF0-F1EAc8E4DC44
8.1. Compliance with Ashland School District requirements or any requirements of Project
funding obtained without HDC's involvement.
8.2. Obtaining Ashland School District of other Board approvals for the Project, including
approvals (if needed) for issuance of the RFP, selection of RFP respondents, or other
Project requirements.
9. Scope of Services. The Project under this Request for Services shall be as set forth on
Attachment A.
SUNSTONE HOUSING COLLABORATIVE
An; Oregon nonprofit corporation
Signed by:
By.iS�a
Krista Palmer
Executive Director
HOUSING DEVELOPMENT CENTER
Am Oregon nonprofit corporation
S
igned by,
ByaGi
Traci Manning
Executive Director
Docusign Envelope ID: 12E917A5-671A-49DC-9CFD-F1EAC8E4DC44
ATTACHMENT A TO REQUEST FOR SERVICES
Technical Assistance for Residential/Mixed-Use Project RFP
1. Proiect Name: Ashland School District Housing.
2. Property Location (Site).
S. Mountain Avenue and S. Main Street
Ashland, OR 97524
Jackson County
3. Site Description. The site is a mostly rectangular, relatively flat property bordered by three
streets (S. Mountain Avenue, S. Main Street and Lincoln Street) that has historically been
used as the Ashland High School athletic field.
4. Anticipated Program. The Ashland School District Housing Project is currently envisioned to
include multifamily affordable rental housing (apartments), townhouses and cottages for rent
and/or homeownership opportunities, primarily with a focus on family housing and ideally
with mixed income opportunities. Additionally, the development is envisioned to have private
and shared open space, community garden space, and a community building to include
childcare and/or early childhood development facilities.
The scope of this Request for Services is limited to Technical Assistance for the Client's
Request for Proposals (RFP) for a Developer to support the Anticipated Program described
above. Additional or subsequent services may be addressed by an amendment to this
Request for Services (RFS) or a separate RFS.
5. Project Coordination
5.1. General. As it relates to the Client's RFP, provide information to the Client with respect
to the normal and regular issues of real estate development of a residential housing
development with an affordable rental component and potential mixed -income and
homeownership components, including clearly identifiable risks, compliance issues,
market changes, financing climate, and anticipated obligations.
5.1.1. Provide information to Client to assist in ensuring Client's goals and priorities are
clearly communicated in the RFP and, where possible, ensure opportunity for RFP
responses to offer creative solutions to meet Client's goals and priorities.
5.1.2. As requested by client, assist in responding to any questions asked by
prospective RFP respondents and documenting questions and answers for all
prospective respondents.
5.1.3. Assist in documenting meeting agendas and notes and providing a draft of
potential next steps after RFP selection.
5.1.4. Notify Client in the event that HDC believes that any such requirements cannot
be met due to identified Project parameters.
5.2. General Technical Assistance Services: As it relates to the Client's RFP, provide
information to the Client with respect to the normal and regular issues of design,
entitlements and construction of the type of Project described in Section 5.1 including
financing structures and contractual obligations.
Docusign Envelope ID: 12E917A5-671A-49DC-9CFO-F1EAC8E4DC44
5.3. Meetings. Meet weekly or as necessary to coordinate team during feasibility. Meetings
shall be via video or phone conference or in person at HDC offices. HDC shall advise
and assist Client in connection with all matters and questions from other parties
pertaining to HDC and HDC's Work. HDC shall coordinate with Client and any
consultants or representatives of Client at each stage of the Project for review and
approval before proceeding to a subsequent stage.
6. Project Team:
6.1. Team Member Identification and Solicitation. As it relates to the RFP, and as requested
by Client, assist in identification and engagement of development team members
("Project Team") to include in RFP solicitation with experience related to the Anticipated
Program for the Project, including members such as a developer, architect, general
contractor, other consultants, or a team proposed with a combination of any or all of
these members.
6.2. Evaluate Team. As requested by Client, assist in developing evaluation criteria,
identifying potential evaluation panel members, and assist in evaluating the
qualifications of proposing Project Team(s) and/or Team Member(s) and the feasibility
of any identified or proposed development scenarios based on information submitted in
their response to the Client's RFP.
End of Attachment A
Exhibit B
RESOLUTION NO.2008- 3
A RESOLUTION ESTABLISHING POLICIES AND PROCEDURES FOR
ADMINISTRATION OF THE AFFORDABLE HOUSING TRUST FUND
RECITALS:
A. WHEREAS, the City of Ashland City Council approved the establishment
of the Affordable Housing Trust Fund (Ordinance °! 6b), to keep our
community diverse by facilitating the production and preservation of
affordable housing throughout Ashland; and
B WHEREAS, The policies and procedures for administration of the
Affordable Housing Trust Fund establish eligible uses, eligible applicants,
the method by which funds are awarded, and selection criteria; and
C. WHEREAS, the City Council understands the changing nature of the
housing market and corresponding housing needs, and therefore has
established the policies and procedures for administering the Ashland
Housing Trust Fund (AHTF) to remain flexible to respond to changing
market conditions and opportunities; now therefore
THE CITY OF ASHLAND RESOLVES AS FOLLOWS:
SECTION 1. Purpose
1.1 The purpose of the City of Ashland's Affordable Housing Trust
Fund (AHTF) is to establish a dedicated source of revenue to
provide ongoing funding for housing projects or programs that
address the housing needs of Ashland residents. To this end the
AHTF is established to address the primary purpose of encouraging
the creation of housing for homeownership or rent, at a cost that
will enable low and moderate income families to afford quality
housing while paying no more than thirty per cent of gross
household income on housing.
1.2 To promote the rehabilitation, preservation and production of
quality, well designed rental and ownership housing the AHTF will
award funds to community development partners that are furthering
the AHTF mission. It is expecting that the local contributions made
through Ashland's Affordable Housing Trust Fund will assist in
maximizing the leveraging of State and Federal funds, as well as
encourage private sector investment in affordable housing.
Exhibit B
1.3 Understanding the high cost of housing regionally, it is evident that
low and moderate income households are not being served by the
housing market. To address the disparity between the cost of
housing and the means of resident households to afford housing,
the Affordable Housing Trust Fund aims to provide direct financial
support to projects that retain or increase the supply of needed
housing for households earning less than 120% the Area Median
Income as defined by HUD.
1.4 The Administrative Procedures associated with the Affordable
Housing Trust Fund, including fund administration, determination of
eligible applicants, eligible uses and activities, award preferences,
eligibility criteria, award process, and selection criteria are hereby
established.
Section 2. Eligible Applicants
2.1 The Affordable Housing Trust Fund is structured to ensure that
many different types of organizations are eligible to receive
financing.
2.2 Eligible applicants include governmental subdivisions, community
development corporations, local housing authorities, community
action agencies, community -based or neighborhood -based non-
profit housing organizations, other non-profit organizations, for -
profit entities, and private employers.
Section 3. Eligible Uses and Activities
3.1 Affordable Housing Trust Funds shall support the creation or
preservation of housing that is affordable to households with
incomes that do not exceed 120% of the area median income, as
defined by HUD for the Medford -Ashland metropolitan service area.
3.2 Affordable Housing Trust Funds will be focused on those activities
that create, preserve or acquire housing within the Ashland Urban
Growth Boundary.
3.3 Housing developments financed by the Affordable Housing Trust
Fund (AHTF) which receive subsidy, financing, tax credits or other
assistance under a State or Federal housing program, may contain
market rate units insofar as permissible under those programs
and/or to the extent that they are necessary to support the creation
of and/or on -going sustainability for the affordable housing units in
the development. However, Affordable Housing Trust Funds may
not be used to support such market rate units.
Exhibit B
3.4 Affordable housing units developed utilizing subsidy from the
Affordable Housing Trust Fund shall comply with the income, rent
and purchase housing cost limits established by Resolution 2006-
13, as amended, and as restricted by a covenant prepared by the
City of Ashland.
3.5 The Affordable Housing Trust Funds can be provided as either a
grant or a loan depending on the project or program receiving
funding. To retain a significant degree of flexibility the eligible uses
have a broad application including the following:
3.5.a Acquisition and Construction of new affordable housing.
Eligible acquisition and construction costs include
reasonable costs associated with building or land purchase,
including but not limited to:
• Purchase price
• Option costs
• Financing fees
• Appraisal costs
• Closing costs
• Interest
• Inspection fees
• Title insurance
• Relocation costs
• Arch itecturalle n g i neering fees
• Construction costs
3.5.b Conservation of energy through the use of "green"
technologies provided that the benefits of the energy savings
is passed on in the form of reduced costs to the qualified
occupants of the affordable housing.
3.5.c Land Banking: the purchase of land to be dedicated toward
the development of affordable housing in the near or long
term.
3.5.d Predevelopment activities undertaken by a community
development organization in support of the development of
affordable housing including planning, architectural -
services, engineering services, landscape design, legal
services, surveys, appraisals, site clearance and demolition,
environmental clearance, permit application fees and system
development charges.
Exhibit B
3.5.e Bridge loans to assist in development of low-income
housing (for rental or owner occupancy). Bridge loans are
intended to provide funding to permit housing projects to
proceed in advance of the availability of permanent project
funding. Bridge loan funding is available for acquisition or
construction activities.
3.5f Capacity Building for non-profit affordable housing
providers in the form of direct grant awards to fund
administration of an affordable housing project or program.
3.5.g Rehabilitation and Emergency Repairs as part of an
established program to secure units as affordable or to
provide direct benefits to existing low -moderate income
households. Eligible rehabilitation and emergency repair
costs include but are not limited to:
• Arch itectu rallengineering fees
• Construction costs
• Relocation costs
• Hazardous materials abatement including lead based
paint noticing consistent with The Federal Lead Safe
Housing Regulations HUD requirements at 24 CFR
§35
3.5.h Direct benefits to low -moderate income households through
an established program including down payment assistance,
rental assistance, mortgage foreclosure prevention,
emergency housing vouchers, homeownership training,
renter education, or other programs intended to increase
housing opportunities for Ashland's low -moderate income
residents.
3.5.i Transitional and Emergency Housing for homeless
individuals and families through an established program to
move people toward self-sufficiency.
3.5 J Other uses as deemed appropriate by the Ashland City
Council as supporting the development or preservation of
affordable housing within the City of Ashland.
Section 4. Preferences
4.1 The general criteria of selection are found in Section 8 and may be
modified through the annual Request for Proposals, however the
following preferences are provided as general guidance for future
applicants for Affordable Housing Trust Funds.
Exhibit B
4.1.a Developments that produce "new" affordable housing units.
New affordable housing units shall include housing units
constructed where none had existed previously, abandoned
or fire -damaged residential units to be returned to residential
use, and non-residential or non -residentially -zoned property
converted to residential use. Any designated new affordable
housing units shall be secured as affordable through
recorded Resale Restriction Covenants.
4.1.b Developments that provide new affordability. New
affordability refers to existing housing where a new level of
affordability is provided that does not currently exist. This
could occur in rental or ownership housing where the
number of affordable units is increased; where a portion of
existing units will be made affordable to households at
income levels substantially lower than the units previously
served; or where the term of affordability on the units will be
extended for a period beyond thirty (30) years.
4.1.c Developments of housing utilizing the Land Trust model to
secure properly and perpetual affordability.
4.1.d Developments that include joint ventures between multiple
non-profit developers and or for -profit developers, working in
partnership, to complete an affordable housing project
4.1.e Developments that include a joint venture between service
providers and non-profit affordable housing developers to
create projects that contain additional benefits to low income
individuals in the development of the project, or additional
services for the residents upon completion.
4.1.f Developments that incorporate the use of "green" building
materials, use of energy -efficient appliances, low-water use
landscaping, and incorporation of building design and
operational factors that minimize energy use and resource
consumption as well as avoid indoor health impacts to
achieve Earth Advantage Certification.
4.1.g Developments that include affordable units for the disabled
and the homeless.
4.1.h Projects that propose long term affordability.
4.1.11 Projects that are sponsored by non-profit organizations.
Exhibit B
4.14 Projects that use private funding sources and State funding
sources to leverage the least amount of Ashland's Affordable
Housing Trust Funds.
Section 5. Fund Administration
The Affordable Housing Trust Fund (AHTF) originated through the direction of the
Ashland City Council and Ashland Housing Commission.
6.1 The City of Ashland acts as fiduciary agent and administrator of the
funds.
5.2 Funds dedicated to the Ashland Housing Trust Fund shall be
exclusively reserved to support the eligible uses activities identified in
Section 3, and shall not be used for the general operation of the City.
5.3 The City of Ashland shall issue a request for proposals (RFP) to
announce the availability of funds. The Affordable Housing Trust
Fund RFP issuance shall be timed to run concurrent with the
Community Development Block Grant Program award process.
5.4 The City may issue a Notice of Funding Availability (NOFA) to
specifically target up to 10% in available Affordable Housing Trust
Funds to undertake eligible uses and activities identified in Section 3.
6.5 The City of Ashland Housing Commission, and City Staff as
designated by the Director of Community Development, shall review
applications for Affordable Housing Trust Funds to determine project
eligibility and evaluate the applications based on the selection criteria
provided in the issued Request for Proposals. The Housing
Commission, and City Staff, shall provide recommendations to the
City Council who shall make final award decisions.
5.6 The City aims to administer the Affordable Housing Trust Fund in a
manner consistent with other affordable housing programs such as
the Ashland Community Development Block Grant Program. The
implementation of a comparable application, application evaluation,
and approval process will provide housing developers with a
consistent and coherent method for securing housing funds from the
City. Coordination of the grant allocation process with other local and
state funding application timelines, will help ensure that AHTF funds
are best applied to leverage additional resources in support of the
housing projects.
Exhibit B
5.7 Affordable Housing Trust Funds will be allocated in a manner
consistent with the threshold criteria provided Section 8, and
consistent with State and Local Public Contracting law.
Section 6. Match Requirements
6.1 The Ashland Housing Trust Fund is intended to support the
development of needed housing, but is not intended to provide the
sole source of funding for any development project or housing
program. To ensure that affordable housing providers, and
organizations that assist individuals and families in obtaining
needed housing, do not rely exclusively on AHTF to support their
activities, it has been determined that;
6.2 The Affordable Housing Trust Fund contribution shall not exceed
more than 50% of the total project, or program, cost. Required
Match can be met utilizing Community Development Block Grants,
State or Federal Funding, direct contribution from the applicant,
private donations, and the contribution of land, materials or labor to
the project.
6.2.a In the case that land previously owned by the applicant is
considered as required match, the value of the land shall be
determined by a City approved certified appraisal completed
by the applicant, unless otherwise directed in Oregon
Revised Statute or City Municipal Code.
6.2.b The valuation of land, and available equity to be considered
as matching funds, shall be verified by the City prior to the
disbursement of an AHTF grant when its value is considered
as required matching funds.
6.2.c Donated materials and labor which are proposed as required
match through the development of a project shall have their
value estimated at the time of application. The actual value
of these contributions is subject to verification by the City at
completion of the project.
6.2.d Award recipients shall provide verifiable accounting for
donated labor and materials, when such was necessary to
satisfy the AHTF match requirements.
6.3 A recipient of an AHTF grant that fails to verify the match
requirements have been satisfied at the conclusion of a project
Exhibit B
would be considered cause for the City to require full or partial
repayment of any AHTF grants awarded to a project.
Section 7 — Allocation of Funds
The Affordable Housing Trust Fund is structured to allow the flexibility for the
City, and housing providers, to be responsive to opportunities that arise that
require an immediate expenditure of a relatively small amount of funds to secure
property, or financing, as well as to ensure the majority of Affordable Housing
Trust Funds are allocated through a annual competitive award process.
Establishment of two distinct and separate award processes is intended to
provide for both consistency and flexibility. The issuance of a Request for
Proposals (RFP) which will allocate 90% of the available allocation of Affordable
Housing Trust Funds will be coordinated with other local and State funding cycles
to allow applicants to best structure their project financing. Additionally a Notice
of Funding Availability (NOFA) may be announced, as funds permit, to allocate
up to 10% of the annual funding available. A NOFA is primarily intended to be
responsive to immediate needs for a limited grant or loan if needed for
predevelopment activities which will further the mission of the AHTF.
The distribution of any and all AHTF funds through Competitive or Non -
Competitive awards as described in Sections 7.1 and 7.2, will be in accordance
with State and Local Public Contracting laws.
7.1. Competitive Awards - Request for Proposals (RFP)
The City of Ashland has a limited amount of Affordable Housing
Trust Funds to use each year in comparison to the scope of the
housing needs within.the community. As a result, it is essential that
the funds are used to meet the City's priorities in an efficient and
cost-effective manner. To this end a competitive award process
has been established and a set of award criteria shall be developed
to evaluate proposals received through a Request for Proposals
(RFP) process in terms of how they address the specific priorities
outlined in the annual RFP.
The steps for making the competitive grant awards or loans is
outlined below.
7.1 a. The City of Ashland may issue a Request for Proposals on an
annual or intermittent basis depending on availability of funds,
providing applicants with a minimum of 45 days to respond to the
request.
Exhibit B
7.1 b City Staff shall assess the project proposals to determine if the
eligibility criteria are met and shall develop a recommendation to
provide to the Ashland Housing Commission and the City Council.
7.1 c The Ashland Housing Commission will provide applicants the
opportunity to make a presentation on their project proposal and
provide community members the opportunity to comment by
holding a public meeting.
7.1 d The Ashland Housing Commission will develop a grant award
recommendation to the City Council using the AHTF criteria to
determine which projects best meet the City's spending priorities.
Each application will be rated on a numeric scale as established in
the annual RFP for each criterion of selection (Section 8).
7.1 a The Ashland City Council shall make a final decision on the award
of Affordable Housing Trust Funds.
7.1 f The City of Ashland shall prepare an agreement between the City
and the award recipient. The Agreement shall outline the conditions
of award and shall be executed prior to the disbursement of any
Affordable Housing Trust Funds.
7.2. Notice of Funding Availability (NOFA)
Upon electing to initiate a Notice of Funding Availability (NOFA) the
City shall issue a notice of funding availability through publication in
the Ashland Daily Tidings and on the City's Website providing 30
days for eligible applicants to submit qualifications for funding. The
City shall review all applications received to determine if the
applications meet the City's threshold criteria. If the criteria are met
then the funds are awarded to, or reserved for, the applicant. Funds
available through the NOFA process are awarded on a first come,
first served basis, until reaching the annual funding cap. A reserve
award granted to an applicant may be rescinded by the City if the
applicant does not undertake the activities identified in response to
the NOFA in advance of the City's issuance of another RFP or
NOFA.
7.2.a On an annual basis the City shall determine the amount of funds
available to be distributed through a NOFA procedure
7.2.b In no case shall the amount disbursed through the non-competitive
process exceed 10% of the annual AHTF revenue in a given
program year.
Exhibit B
7.2.c The City of Ashland recognizes that the nature of affordable
housing development acquisition of property is often opportunity
dependant. Further many nonprofit housing developers lack the
resources to undertake feasibility studies, due diligence
inspections, preliminary drawings and other activities required to
evaluate potential projects as well as apply for project financing.
7.2.d To enable non-profit organizations, community development
organizations, the Housing Authority of Jackson County, and the
City of Ashland, to be responsive to opportunities outside of the
annual Request for Proposals timeline, the City may reserve a
portion of Affordable Housing Trust Funds to support pre -
development activities.
7.2.d.1 Predevelopment activities undertaken by a community
development organization in support of the development of
affordable housing including planning, architectural
services, engineering services, landscape design, legal
services, surveys, appraisals, site clearance and demolition,
environmental clearance, and payment of permit application
fees may be supported through a non-competitive award of a
predevelopment grant that may be required to convert to a
loan if the project receives full funding.
7.2.d.2 For -profit developers are not eligible to apply for Ashland's
Affordable Housing Trust Funds to assist with
predevelopment costs.
7.2.e The City of Ashland is eligible to utilize the funds reserved for the
NOFA process to conduct eligible activities as described in Section
3.
7.2.f The City may fund through a NOFA process an ongoing down -
payment assistance program, rental assistance program, education
program, rehabilitation program, or other programs intended to
increase housing opportunities for Ashland's low -moderate income
residents which are administered by a non-profit or governmental
organization.
Section 8 AHTF Grant or Loan Award Threshold and Selection Criteria
8.01 The project is considered an eligible use or activity under Section 3,
and benefits households earning less than 120% the Area Median
Income.
(threshold verification)
10
Exhibit B
8.02 If the project is related to the provision of technical assistance to
affordable housing providers, the use of Ashland Housing Trust
Funds functions to increase the capacity of the organization to
specifically address the mission of the AHTF.
(threshold verification).
8.03 Affordable Housing Trust funds shall be limited to the minimum
amount necessary to complete the project. The lower the
percentage of AHTF funds requested, relative to the full project
costs, the higher ranking the project shall be given.
8.04 The project addresses the unmet housing needs as identified in the
Ashland Housing Needs analysis or Consolidated Plan.
8.05 The lower the income level that is targeted for the benefiting
households, the higher the ranking the project shall be given.
8.06 The project provides new affordable housing, or new affordability,
through retention or rehabilitation of existing housing, within the
City. The greater the number of units provided, the higher the
ranking the project shall be given.
8.07 The project retains the affordable housing units as affordable. The
longer period of time the units remain affordable, the higher ranking
the project shall be given.
8.08 The project addresses energy conservation through the integration
of green building technologies in new construction, or achieves
greater energy efficiency through rehabilitation of existing housing.
8.09 The project maximizes partnerships in the community (volunteers,
in -kind contributions, cash contributions, multiple organizations
involved, etc.).
8.10 The project utilizes already existing resources in effective and
innovative ways. The project shall not duplicate service provided
by another organization.
8.11 The agency submitting the proposal has the capacity to carry out
the project and has had demonstrated successes completing
projects of similar scope.
8.12 The budget and time line are thorough and realistic.
8.13 The project is ready for implementation.
Exhibit B
8.14 If the project includes the acquisition of property, the identified
property is currently available for acquisition and the applicant has
secured either a purchase option or letter of interest from the seller.
If the applicant is also applying for federal funding (Community
Development Block Grants or HOME) they should carefully review
procurement requirements and limitations before obtaining a
purchase option.
8.16 That relocation of existing residents will be minimized, and when
necessary the applicant has included accurate relocation
assistance costs as part of the project pro forma.
8.16 The proposal demonstrates that Ashland Housing Trust Funds are
the most appropriate funding source, and necessary, for the
project.
8.17 Additional selection criteria may be developed and included in the
annual RFP to best direct Affordable Housing Trust Funds toward
an identified priority need. Numeric Rankings for each of the
selection criteria shall be incorporated into the annual RFP.
SECTIO 9. his resolution was duly PASSED and ADOPTED this A/1
day of , 2008, and takes effect upon signing by the Mayor.
Barbara Christensen, City Recorder
OL-
SIGNED and APPROVED this � day of , 2008.
David Chapman, Coun 'I Chair
Reviewed as to for
icha d Appic .II , City Attorney
,2
MASTER SERVICES AGREEMENT
Effective Date: July 11, 2024
Parties: Ashland School District ("District")
885 Siskiyou Blvd
Ashland, OR 97520
Sunstone Housing Collaborative ("Sunstone")
An Oregon Nonprofit Corporation
1467 Siskiyou Blvd #t79
Ashland, OR 97520
RECITALS
A. The District and Sunstone acknowledge that the District's service area suffers from a lack
of affordable housing.
B. Sunstone is an Oregon Nonprofit Corporation formed to research, conceptualize, solicit,
market, and fundraise for affordable housing projects targeting potential future uses of
school -owned surplus property to increase District enrollment.
C. The District desires to engage Sunstone's services to consult with the District and advocate
on the District's behalf to identify a buyer of certain surplus District -owned real estate (the
"Property"), and to facilitate the redevelopment of the Property by the third -party buyer or
its affiliate ("Developer") into affordable housing to increase District enrollment ("Project").
Such sale may be conditioned, as the District sees fit, on such post -closing development of
the Project. The District shall have no monetary obligation in connection with the Project
unless the District elects otherwise in its sole discretion.
D. The District and Sunstone wish to define the particulars of their arrangements regarding the
services and obligations that each will perform in furtherance of the Project.
Now, therefore, the District and Sunstone agree as follows:
1. General Operations and Provisions
a, The District hereby exclusively engages Sunstone on a volunteer basis to perform
the services stated herein and such other services the parties may mutually agree
upon in connection with the Project ("Services"). Sunstone will use its best efforts
to perform the Services consistent with this goal and other parameters that may be
specified by the District from time to time. Sunstone is an independent contractor
and shall not act as the District's agent, but may act as the District's contractor in
furtherance of the Project consistent with the terms of this Master Service
Agreement.
MASTER SERVICES AGREEMENT - 1
DCAPDX\5081389.v6
b. Sunstone, on a volunteer basis, shall provide other support for the District as
needed as mutually agreed upon by the parties, subject to the parties' respective
legal obligations and limitations.
c. This Agreement shall commence on the Effective Date, and continue for a period of
twenty-four (24) months. Notwithstanding the foregoing, the parties may mutually
agree to extend this Agreement on an annual basis.
2. Research and Development
a, In furtherance of the Project, Sunstone will conduct research into issues related to
the Project, including identifying models and best practice(s). Research may
include. data collection on housing projects generally as well as those operated in
conjunction with a school district; meet with experts regarding low income and
affordable housing best practices; study existing and emerging research on
affordable housing; research contractors capable regarding potential solutions to
meet the District's specific needs; develop list of
designers/developers/contractors/etc. capable of working on the Project;
collaborate with agencies and organizations currently serving 61POC and
marginalized or underrepresented communities; develop needs criteria based on
consultations with various constituents including City agencies and elected
officials. Sunstone shall report to the District the status of such Services from time
to time as requested by the District.
b. Sunstone has hired at its own cost and for its own purposes an appraiser to assess
the market value of the Property intended to be used for this Project. The District
shall be an identified third -party beneficiary of such appraisal with rights of use.
c. Sunstone shall use the results of this research and its findings in developing the RFP
(defined in 4 below) and presenting to the District plans/proposals/specifications
that best meet the goals of the Project.
3. Concept
a. Sunstone shall, at no cost to the District, engage an architect to develop conceptual
designs for the Property, as well as engage with the Planning Department and other
City agencies to ensure that development complies with applicable code
requirements. Sunstone shall conceptualize the Project and present its concept
and the architect's work product to the District for approval.
4. RFP
a. Sunstone shall develop for District approval and issuance a request for proposal
("RFP") for a Developer to purchase the land and bring the Project (as
conceptualized) to fruition.
b. Sunstone has, at no cost to the District, selected and hired a qualified RFP
administrator (HMK) to facilitate a competitive RFP process to select a Developer
and property manager to develop and manage the Property.
MASTER SERVICES AGREEMENT - 2
DCAPDX\5081389.v5
c. Sunstone shall collaborate with an RFP administrator to ensure that the RFP meets
the District's requirements, including Project goals regarding equity, affordability,
and family size minimum and compliance with applicable statutes.
d. Sunstone shall manage the RFP Process and present comprehensive solutions,
based on RFP responses, to the District that maximize property value, best use, and
an integrated community.
e. Based on District approval, Sunstone will advise the District on sale of property and
contract negotiations with the District's attorney to handle the real property
transaction.
f. At District request, Sunstone will liaison with the developer both before and after
sale to confirm the development is consistent with the RFP and the District's
contract with the developer, including without limitation with regard to the
compliance of developed housing with District contract requirements. Sunstone
need not perform such liaison roles after completion of construction of the
Project.
5. Relationship Building/PR
With regard to the Project, Sunstone will engage with community partners and
surrounding constituents to build support and buy -in from neighbors and
community generally; build support and trust among partners, including unions,
medical providers, nonprofits, City organizations, media, faith -based
organizations and local political figures.
6. Financial Commitment
a. Sunstone will present to the District, regular process updates and financials
whenever requested, or in set intervals as requested by ASD Director of Business
Services.
b. Sunstone shall be solely responsible for all costs and expenses incurred in
performing its services hereunder. Sunstone shall fundraise through all available
sources, including, but not limited to grants, donations, and loans, to fund its
activities hereunder.
c. Sunstone will be solely responsible for all fees and costs incurred in hiring the
administrator and administering the RFP, Appraiser, Architect, and other
consultants and professionals required to facilitate the preconstruction approvals
as necessary prior to Developer purchase of land. Notwithstanding the foregoing,
the District shall bear its own costs in reviewing all documentations and otherwise
cover its own expenses hereunder.
d. The District intends to sell the Property to an approved Developer at a to -be -
determined price and conditions, in furtherance of the Project, and consistent with
the selected RFP and resulting contract with the developer.
MASTER SERVICES AGREEMENT - 3
DCAPDX\5o813$9,v6
7. Confidentiality
a. Sunstone acknowledges that it and its employees or agents may, in the course of
performing Services under this Agreement, be exposed to or acquire information
that is confidential to the District. Any and all information of any form designated
as confidential obtained by Sunstone or its employees or agents in the
performance of this Agreement (including without limitation any appraisal, any
draft RFP, and any materials regarding or negotiations with any potential
Developer), shall be deemed confidential information of the District ("Confidential
Information"). Sunstone agrees to hold Confidential Information in strict
confidence, using at least the same degree of care that Sunstone uses in
maintaining the confidentiality of its own confidential information, and not to copy,
reproduce, sell, assign, license, market, transfer or otherwise dispose of, give, or
disclose Confidential Information to third Parties or use Confidential Information for
any purposes whatsoever other than in the performance of the Agreement, and to
advise each of its employees and agents of their obligations to keep Confidential
Information confidential. Sunstone agrees that Sunstone will not at any time during
or after the Term of this Agreement disclose, directly or indirectly, any Confidential
Information to any person, and that upon termination of this Agreement, or at the
District's request, Sunstone will turn over to the District all documents, papers and
other material in Sunstone's possession which contain Confidential Information.
Upon termination of this Agreement, or at the District's request, Sunstone shall turn
over to the District all documents, papers, and other materials in Sunstone's
possession that contain Confidential information. In the event Sunstone is required
to disclose Confidential Information pursuant to a subpoena or other legal process,
Sunstone shall immediately notify the District of such subpoena or other legal
process, provide the District with copies of all related documentation, including the
subpoena or other request for disclosure, and otherwise cooperate with the
District. In the event the District decides not to oppose such subpoena or other
legal process or the District's decision to oppose the subpoena or legal process has
not been successful, Sunstone shall be excused from the requirements of this
provision to the extent necessary to meet the demands of the subpoena or other
legal process requesting disclosure of Confidential Information. The District, and
not Sunstone, shall make any determination that Confidential Information is
subject to disclosure under the Oregon Public Records Act or otherwise will be
disclosed.
8. Liability
a. Sunstone shall indemnify and hold the District harmless from its actions hereunder,
including, but not limited to any claims arising from its fundraising efforts,
consulting services, RFP process, or claims from any vendors.
b. Sunstone will obtain and maintain reasonable insurance for its work upon the
District's request, and prior to any entry onto the Property shall provide to the
District a commercial general liability certificate with coverage of at least
$1,000,000 identifying the District as additional insured.
MASTER SERVICES AGREEMENT - 4
DCAPDX\508I 389.v6
9. Termination
a, if this Agreement is terminated without the Project proceeding and another
potential project with a similar objective is not developed by Sunstone in the vicinity
using the grant or donor funds, the District and Sunstone will work collaboratively to
return unused funds to donors and/or grant -making institutions.
b. If the District determines, in its reasonable discretion, that it needs appropriations
to proceed with the Project for any reason, the District may terminate this
Agreement if it fails to receive sufficient such appropriations.
10. Miscellaneous
a. Notice. All notices and other communications under this Agreement must be in
writing and will be deemed to have been given if delivered personally, sent by
facsimile (with confirmation), mailed by certified mail, delivered by an overnight
delivery service (with confirmation), or email provided that the sender does not
receive an out of office or similar automatic response indicating that the message
was undeliverable or that delivery may be delayed, to the parties at the following
addresses or facsimile numbers (or at such other address or facsimile number as a
party may designate by like notice to the other parties):
Sunstone: Sunstone Housing Collaborative, an
Oregon Nonprofit Corporation
1467 Siskiyou Blvd #79
Ashland, OR 97520
Attention: Krista Palmer
Phone: 949.278.7665
Email: sunstonehousingcollaborative@gmail.com
District: Ashland School District
885 Siskiyou Blvd
Ashland, OR 97520
Attention: Scott Whitman
Phone: 541.482.2811 x1120
Email: scott.whitman@ashland.kl2.or.us
b. Amendments. This Agreement maybe amended only by an instrument in writing
executed by all the parties.
c. Assignment. Neither this Agreement nor any of the rights, interests, or obligations
under this Agreement may be assigned by any party without the prior written
consent of the other parties. There are no third -party beneficiaries of this
Agreement.
d. Entire Agreement. This Agreement (including the documents and instruments
referred to in this Agreement) constitutes the entire agreement and understanding
of the parties with respect to the subject matter of this Agreement and supersedes
MASTER SERVICES AGREEMENT - 5
DCAPDX\5081389.v6
all prior understandings and agreements, whether written or oral, among the parties
with respect to such subject matter.
e. Arbitration Required. Any dispute or claim that arises out of or that relates to this
agreement, or to the interpretation or breach thereof, or to the existence, validity, or
scope of this agreement or the arbitration agreement, shall be resolved by
arbitration in accordance with the then effective arbitration rules of (and by filing a
claim with) Arbitration Service of Portland, Inc., and judgment upon the award
rendered pursuant to such arbitration may be entered in any court having
jurisdiction thereof.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date first above -
written.
Sunstone Housing Collaborative, an
Oregon Nonprofit Corporation
By:
Its, Krista Palmer
Title: Executive Director, Sunstone Housing Collaborative
Date: 7118/2024
By:
Its: I'Z�ds'e p' 1)t/��h/
Title: e 1� 7WO' 66,49b
Date:_ 7-- Z,5 — Q0,P
MASTER SERVICES AGREEMENT - 6
DCAPDX\5081389.v6
Sunstone Housing Collaborative
January 1 » December 10, 2024
Revenue
Contributed income
Corporate & foundation grants
Allcare Share Grant
Total Corporate & foundation grants
Government grants & contracts
Ashland Social Services Grant
Total Government grants & contracts
Total Contributed income
Investment Income
Uncategorized Income
Total Revenue
Expenditures
Advertising & marketing
Contract & professional fees
Appraisal Services
Consulting
Legal fees
Total Contract & professional fees
Insurance
Directors & officers insurance
Total Insurance
Interest paid
Total
177,500,00
$ 177,500.00
�_ 55,000 t19:
7,500.00
$ 7,500.00
$ 185,000.00
4.31
5.00
$ 185,009.31
1,097.98
3,200.00
3,743.75 9 flfthe5 at LcsUllt at io HDa
4,279.00
$ 11,222.75
2,126.56
$ 2,126.56
-1.64
Office expenses
Bank fees & service charges
Memberships & subscriptions
Printing & photocopying
Shipping & postage
Small tools & equipment
Software & apps
Total Office expenses
Payroll expenses
FICA tax
Oregon State Unemployment Tax
Oregon WBF, STT and PFML Taxes
Salaries & wages
Workers' compensation insurance
Total Payroll expenses
Training
Travel
Hotels
Total Travel
Total Expenditures
Net Operating Revenue
Net Revenue
1192.00
731.12
1,028.49
446.16
8.48
154.97
145.05
$ 2,706.27
0,00
6,526.44
1,267.20
341.25
85,312.50
176.45
$ 93,623.84
200.00
678.45
$ 678.45
$ 111,654.21
$ 73,355.10
$ 73,355.10