Temporary, Contract, and Direct Hire Personnel Services

Transcription

1 818 S. FLORES ST. SAN ANTONIO, TEXAS Procurement Department REQUEST FOR PROPOSALS (RFP) FOR Temporary, Contract, and Direct Hire Personnel Services FOR HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS AND AFFILIATED ENTITIES RFP No Prepared by: Department of Procurement Of the San Antonio Housing Authority 818 South Flores Street San Antonio, Texas President & CEO. Lourdes Castro Ramirez April 2010 HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 1

2 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services Request for Proposals For Temporary, Contract, and Direct Hire Personnel Services Date Issued: April 27, 2010 The Housing Authority of the City of San Antonio, Texas and its affiliated entities d/b/a San Antonio Housing Authority ( SAHA ) hereby invites responses from qualified companies for Temporary, Contract, and Direct Hire Personnel Services. These services will be provided on an as needed basis. This Request for Proposals (RFP) contains submission requirements, scope of services, period of services, terms and conditions and other pertinent information for submitting a proper and responsive response. Prospective proposers desiring any explanation or interpretation of the solicitation must request it at least seven (7) calendar days before the RFP submittal deadline. The request must be addressed to Carl Bottoms, Procurement Supervisor, at the address stated below. Any information given to a prospective proposer about this solicitation will be furnished to all other prospective respondents as a written amendment to the solicitation. A pre-submittal meeting will be held on May 4, 2010 at 10:00 A.M. Central Time at the SAHA S Central Office, 818 South Flores, San Antonio, Texas All responses to the RFP must be enclosed in a sealed envelope and labeled as follows with the specific information: RFP# Temporary, Contract, and Direct Hire Personnel Services, Due Date and Time: May 26, 2010, 11:00 A.M. (CST). The RFP response must be addressed to: The San Antonio Housing Authority, Procurement Department, 818 South Flores, San Antonio, Texas Late submissions will not be accepted. Submissions received prior to the opening will be held in confidence until the opening. Submissions will be evaluated on the criteria stated in the RFP. After evaluation of the responses, the Contract will be awarded to the proposer/s representing the Best Value to SAHA after preferences for Section 3 business concerns are considered. The resulting Contract may be funded through Section 3 covered assistance and as such will be subject to Section 3, 24 CFR Part 135. SAHA and its affiliated entities reserve the right to reject any and all submissions. The SAN ANTONIO HOUSING AUTHORITY will receive proposals for Temporary, Contract, and Direct Hire Personnel Services until 11:00 A.M. Central Time, May 26, 2010, at the San Antonio Housing Authority Office, 818 S. Flores, at which time and place all submittals will be opened. The Request for Qualifications can be obtained by calling or online at or Contact Person: Carl Bottoms Procurement Supervisor (210) HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 2

3 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services Notice: Contact with members of the SAHA Board of Commissioners, or SAHA officers and employees other than the contact person shown above, by any prospective Proposer, after publication of the RFP and prior to the execution of a contract with the successful proposer(s) could result in disqualification of your bid. In fairness to all prospective proposer(s) during the RFP process, if SAHA meets in person with anyone representing a potential provider of these services to discuss this RFP other than at the pre-submittal meeting, an addendum will be issued to address all questions so as to insure no Proposer has a competitive advantage over another. This does not exclude meetings required to conduct business not related to the RFP, or possible personal presentations after written qualifications have been received and evaluated. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS By: Lourdes Castro Ramirez President and CEO HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 3

4 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services TABLE OF CONTENTS Introduction 5 RFP Information at a Glance 6 General Information 7 SAHA Reservation of Rights 10 Scope of Proposal/Technical Specification 12 Conditions to Propose 17 Form of Proposal 19 Proposal Evaluation 22 Right to Protest 26 Disputes under the Contract 27 Additional Considerations 28 Attachments: Attachment A- Form of Proposal and Fee Proposal Sheet and Bidder s Certification Attachment B - HUD Forms and Conflict of Interest Questionnaire Attachment C Profile of Firm Form Attachment D- Section 3 Guidelines and Forms HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 4

5 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services INTRODUCTION The San Antonio Housing Authority (SAHA) is a public housing agency created by resolution of the City of San Antonio in 1938 pursuant to the Texas Housing Authorities Law (now Chapter 392 of the Texas Local Government Code) and federal law. SAHA is a unit of government and its functions are essential governmental functions. The property of SAHA is used for essential public and governmental purposes and is exempt from all taxes, including sales tax on all its purchases of supplies and services. SAHA enters into and executes contracts and other instruments that are necessary and convenient to the exercise of its powers. SAHA maintains contractual arrangements with United States Department of Housing and Urban Development (HUD) to manage and operate its low rent public housing program and administers the Section 8 Housing Assistance Payments Programs. SAHA programs are federally funded along with development and modernization grants and rental income. Its primary activity is the ownership and management of over 6,300 public housing units. It also administers rental assistance for almost 12,000 privately owned rental units through the Section 8 program. It operates and manages its housing developments to provide decent, safe, sanitary and affordable housing to low income families, the elderly, and the disabled, and implements various programs designed and funded by HUD. SAHA has created a number of affiliated public facility corporations ( PFCs ) pursuant to Chapter 303 of the Texas Local Government Code (the Public Facility Corporation Act). In some instances, these PFCs own projects. In other cases, PFCs or other related entities serve as partners in partnerships that have been awarded low-income housing tax credits. SAHA s affiliated entities own and operate over 3,000 units of affordable housing. SAHA staff also manages the San Antonio Housing Finance Corporation ( Finance Corporation ), which is primarily a conduit issuer of bonds for developers of affordable housing projects. The Finance Corporation was created pursuant to Chapter 394 of the Texas Local Government Code (the Texas Housing Finance Corporations Act). When used herein, SAHA shall include its affiliated entities. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 5

6 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services RFP INFORMATION AT A GLANCE SAHA CONTACT PERSON HOW TO OBTAIN THE RFP DOCUMENTS ON THE APPLICABLE INTERNET SITE HOW TO FULLY RESPOND TO THIS RFP BY SUBMITTING A PROPOSAL SUBMITTAL PRE-SUBMITTAL MEETING PROPOSAL SUBMITAL RETURN & DEADLINE ANTICIPATED APPROVAL BY THE BOARD Carl Bottoms, Procurement Supervisor 818 S. Flores San Antonio, TX [email protected] Phone: Fax: Access 2. Drag your pointer over Business with SAHA and click on Current Bids. 3. Follow the listed directions or 4. Access Submit 1 original and 3 exact copies of your proposal to the SAHA Procurement Dept. following the format as described under Item 5, Proposal Format. May 4, 2010 at 10:00 A.M., SAHA Central Office, 818 S. Flores, San Antonio, TX May 26, 2010, 11:00 A.M. Central Time SAHA Procurement Dept. 818 S. Flores, San Antonio, TX July 2010 HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 6

7 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services REQUEST FOR PROPOSAL 1.0 GENERAL INFORMATION 1.1 Statement of Purpose: The Housing Authority of the City of San Antonio and its affiliated entities (SAHA) is seeking proposals from independent contractors with demonstrated professional competence and experience to provide Temporary, Contract, and Direct Hire Personnel Services on an as needed basis. 1.2 Prospective proposers acknowledge by downloading and receiving the RFP documents and/or by submitting a proposal that the submission of a proposal to SAHA is not a right by which to be awarded a contract, but merely is an offer by the prospective proposer to perform the requirements of the RFP documents in the event SAHA decides to consider to award a contract to that proposer. 1.3 Definitions: Throughout this Request for Proposal and all resulting documents, the terms below shall be defined as follows: Best Value means that SAHA will in an evaluation of each proposal submittal, consider factors other than just cost in making the award decision Contract Administrator (CA) SAHA Director of Procurement or his/her designated replacement Contracting Officer when named within an RFP document shall refer to the SAHA President and CEO or his/her designee Contract refers to the fully executed written agreement that ensues from the RFP. Whereas all RFP documents are included, by reference, as a part of the ensuing contract, when "contract" is referred to within an RFP document; such is referring to both the RFP documents and the ensuing contract document Contractor and the term "successful proposer" may be used interchangeably Day(s) unless otherwise specified, shall refer to calendar days HUD is the United States Department of Housing and Urban Development. HUD is the Federal agency from which SAHA receives funding; however, pertaining to this RFP, correspondences, including proposal submittals, received from each proposer must exhaust all HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 7

8 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services provisions contained herein prior to contacting HUD (i.e. in the case of a protest) Herein shall refer to all documents issued pursuant to the noted RFP, including the RFP documents and the attachments President & CEO is the SAHA President and Chief Executive Officer Offer" is the proposal submittal that the proposer delivers to SAHA in response to the RFP Offeror" or "Offerors" are the proposer or proposers Parties When the parties, both parties and either party is stated within the RFP documents or the contract, such refers to SAHA and the successful proposer(s) Proposal, Proposal Submittal and/or, Bid is the "hard copy" document that the proposer is required to, as detailed within the RFP document, deliver to SAHA Protestant is a prospective proposer or proposer(s) who feel(s) that he/she has been treated inequitably by SAHA and wishes SAHA to correct the inequitable condition or situation. To be eligible to file a protest with SAHA pertaining to an RFP or contract, the protestant must have been involved in the RFP process in some manner as a prospective proposer or proposer Prospective Proposer, Proposer and/or Bidders A prospective proposer is a firm or individual who has been notified of the RFP solicitation and/or who has requested and/or received the RFP documents and is considering responding with a proposal; a proposer is a firm or individual who has submitted a proposal in response to the RFP. All terms and conditions shall apply equally to all prospective proposers as well as proposers, though prospective proposers may not, after the deadline set for receiving proposals, receive further notices pertaining to that RFP--meaning, certain notices are only delivered to proposers and not to prospective proposers Request For Proposals (RFP) is the competitive proposal process allowed by HUD, especially as defined within Chapter 7 of HUD Procurement Handbook REV 2. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 8

9 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services RFP Document(s) When stated in the singular or the plural form, such refers to the body of documents, including attachments and the information posted on the Internet site and that SAHA makes available to all prospective proposers wherein are detailed SAHA's requirements SAHA is the Housing Authority of the City of San Antonio, Texas and all its affiliated entities. Unless otherwise defined herein or within the ensuing contract, whenever the term "SAHA" is used without clearly designating a responsible SAHA staff person, the proposer(s) may assume that responsibility for that item rests with the SAHA CA. 1.4 Non-Mandatory Pre-Proposal Conference: A pre-proposal conference will be held on May 4, 2010, at 10:00 a.m. Central Time at SAHA Central Office, located at 818 South Flores, San Antonio, Texas. The purpose of this conference is to assist prospective proposers in the full understanding of the RFP documents so that proposers are confident in submitting an appropriate proposal; therefore, at this conference, SAHA will conduct an overview of the RFP documents, including attachments. Because the purpose of this conference is to review the RFP documents, attendees should bring a copy of the RFP documents to this conference. SAHA will not distribute at this conference any copies of the RFP documents. Questions concerning the contents of the project and procedural aspects of the RFP will be answered at this time; however, the CA may require that some questions be delivered in writing prior to a response. Any questions not answered during the conference will be responded to in writing and an addendum posted on SAHA s website: and All prospective proposers are encouraged to attend; however, if proposers do not plan to attend the conference, any questions or request for information must be submitted in writing to the CA seven (7) days prior to the proposal submission deadline. 1.5 Proposal Submission Deadline: May 26, 2010 at 11:00 a.m. (Central Time) at SAHA Central Office, 818 S. Flores, San Antonio, Texas 1.6 Proposer s Responsibilities-Contact with SAHA: It is the responsibility of the proposer to address all communication and correspondences pertaining to this RFP process to the CA only. Proposers must not make inquiry or communicate with any other SAHA staff member or official (including members of the Board of Commissioners) pertaining to this RFP. Failure to abide by this requirement may be cause for SAHA to not consider a proposal submittal received from any proposer who has not followed this directive. During the RFP solicitation process, the SAHA CA will not conduct any ex parte conversations which may give one prospective proposer an advantage over other prospective proposers. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 9

10 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services 1.7 Type of Contract resulting from RFP: A Firm Fixed-Fee contract for a one (1) year period with the option to renew for four (4) one (1) year periods. The option to renew will be at the sole discretion of SAHA. 2.0 SAHA S RESERVATION OF RIGHTS 2.1 SAHA reserves the right to reject any or all proposals, to waive any informality in the RFP process, or to terminate the RFP process at any time, if deemed by SAHA to be in its best interests. 2.2 SAHA reserves the right not to award a contract pursuant to this RFP. 2.3 SAHA reserves the right to terminate a contract awarded pursuant to this RFP, at any time for its convenience upon 14 days written notice to the successful proposer(s). 2.4 SAHA reserves the right to determine the days, hours and locations that the successful proposer(s) shall provide the services called for in this RFP. 2.5 SAHA reserves the right to retain all proposals submitted and not permit withdrawal for a period of 60 days subsequent to the deadline for receiving proposals without the written consent from the CA. 2.6 SAHA reserves the right to negotiate the fees proposed by all proposers. If such negotiations are not, in the opinion of SAHA s CA successfully concluded within a reasonable timeframe as determined by SAHA, SAHA shall retain the right to end such negotiations. 2.7 SAHA reserves the right to reject and not consider any proposal that does not meet the requirements of this RFP, including but not necessarily limited to incomplete proposals and/or proposals offering alternate or non-requested services. 2.8 SAHA shall have no obligation to compensate any proposer for any costs incurred in responding to this RFP. 2.9 SAHA reserves the right to at any time during the RFP or contract process to prohibit any further participation by a proposer or reject any proposal submitted that does not conform to any of the requirements detailed herein. Each prospective proposer further agrees that he/she will inform SAHA s CA in writing within five (5) days of the discovery of any item that is issued thereafter by SAHA that he/she feels needs to be addressed. Failure to abide by this timeframe shall relieve SAHA, but not the prospective proposer, of any responsibility pertaining to such issue SAHA reserves the right to, prior to award, revise, change, alter or amend any of the instructions, terms, conditions, and/or specifications identified within the HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 10

11 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services RFP documents issued, within any attachment or drawing, or within any addenda issued. All addenda will be posted on SAHA s website ( and Such changes that are issued before the proposal submission deadline shall be binding upon all prospective proposers In the case of rejection of all proposals, SAHA reserves the right to advertise for new proposals or to proceed to do the work otherwise, if in the judgment of SAHA, the best interest of SAHA will be promoted SAHA reserves the right to, without any liability; cancel the award of any proposal(s) at any time before the execution of the contract documents by all parties SAHA reserves the right to reduce or increase estimated or actual quantities in whatever amount necessary without prejudice or liability to SAHA, if: Funding is not available, Legal restrictions are placed upon the expenditure of monies for this category of service or supplies; or, SAHA s requirements in good faith change after award of the contract SAHA reserves the right to make an award to more than one proposer based on ratings or to make an award with or without negotiations or Best and Final Offers (BAFO) SAHA reserves the right to require additional information from all proposers to determine level of responsibility. Such information shall be submitted in the form required by SAHA within two (2) days of written request SAHA reserves the right to require the Contractor to keep accurate timesheets for all employees assigned to perform any project, task, or assignment resulting from this RFP and any resulting contract SAHA reserves the right to contact any individuals, entities, or organizations that have had a business relationship with the proposer regardless of their inclusion in the reference section of the proposal submittal SAHA reserves the right to add or delete locations and/or properties for services on an as-needed basis In the event any resulting contract is prematurely terminated due to nonperformance and/or withdrawal by the Contractor, SAHA reserves the right to seek monetary restitution (to include but not limited to withholding of monies HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 11

12 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services owed) from the Contractor to cover costs for interim services and/or cover the difference of a higher cost (difference between terminated Contractor s rate and new company s rate) beginning the date of Contractor s termination through the contract expiration date. 3.0 SCOPE OF PROPOSAL/TECHNICAL SPECIFICATIONS 3.1 GENERAL CONDITIONS: Criminal Background Checks: Contractor shall perform criminal history checks for all prospective employees performing work under any resulting contract. Prospective employees whose criminal history check discloses a misdemeanor or felony involving moral turpitude, sexual offenses or harm to persons or property will not be employed to perform work under this contract. Criminal history checks will be completed at the sole expense of the contractor Pre-assignment drug screening It is the responsibility of the contractor to perform pre-assignment drug screening on every prospective employee provided to SAHA by the contractor. Tests will be completed at the sole expense of the Contractor. Contractor shall provide results of the testing if requested by SAHA Interpretation of contract document SAHA s CA will decide any and all questions, which may arise as to the interpretation of the contract relating to the work and the fulfillment of the contract on the part of the contractor(s) The Contractor will pay all temporary personnel assigned to work at SAHA. SAHA will pay invoices for services submitted by the Contractor per section 3.63 of this RFP. 3.2 TEMPORARY AND CONTRACT SERVICES: Services will be purchased under the contract on an as needed basis, and contractor(s) agree to accept and deliver qualified temporary personnel and contract services as ordered by SAHA. Contractor(s) further agree to maintain sufficient resources at all times and will provide written notification of any anticipated shortages or the unavailability of temporary personnel to meet the needs of SAHA The contractor(s) shall provide the required temporary personnel within four business hours of the telephone or request in which a commitment is made by the contractor(s) to provide said temporary personnel. The four-hour response period is important and shall be considered as a factor in the award of contract. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 12

13 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services Personnel provided by Contractor must meet the minimum requirements as specified in the attached Job Descriptions Work Schedule - Hours of work shall normally be eight hours per day Monday through Friday, 8:00 a.m. to 5:00 p.m. Other hours and work on SAHA observed holidays might be arranged if agreed upon between SAHA s user department and the contractor(s). SAHA s user department may request the contractor(s) to remove any temporary employee for cause, including but not limited to: poor or non-performance of assigned duties, theft, sexual harassment, abusive language or behavior, improper attire, in accordance with the terms and conditions of any contract resulting from this RFP If a temporary employee is: a) determined unsatisfactory by SAHA user department, b) fails to report to work on time, or c) terminates employment with contractor(s) while working at SAHA user department, the contractor(s) agrees to notify SAHA within four business hours for confirmation of the temporary employee who will report to the job on the next business day as a replacement In performing this contract, the contractor(s) shall comply with any and all applicable federal, state or local laws including but not limited to: Occupational Safety & Health, Equal Employment Opportunity, Immigration and Naturalization, The Americans with Disabilities Act, State Tax and Insurance Law, and the Fair Housing Act The contractor(s), being the legal employer of record, will provide all necessary job accommodations; i.e. special equipment needs, for temporary employees with disabilities under the American Disabilities Act Once the contractor(s) commit to provide the requested temporary employee at an agreed time, should the contractor(s) not meet the requirement, SAHA s contract administrator will solicit employees and pricing from alternative vendors and then the open market and the contractor(s) shall be obligated to pay the price difference (assessment of damages) Identification The selected temporary personnel must be issued a SAHA badge prior to reporting to work site. This shall only be used for SAHA business purposes and must be returned to SAHA s user department s supervisor upon completion of temp assignment. The ID badge will be issued by the HR department Training The contractor(s) shall provide each temporary employee used in the performance of work under this contract with adequate HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 13

14 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services training to perform the work competently as defined in the attached job descriptions. The contractor(s) temporary employees shall be thoroughly trained in safety requirements and in use of equipment and tools of their specified trade. The contractor(s) shall maintain a training record for each temporary employee s name, date of employment, and the type of training received. Such records shall be made available to SAHA s user department. The contractor(s) may be required to give all inexperienced temporary employees a minimum of eight hours of instruction for the specified job requirements The contractor(s) shall submit a job order assignment manager s name and telephone number as the point of contact for the SAHA HR Representative(s) at time of contract executiond. The HR Department shall be able to call requirements, changes, complaints, and questions to this job order assignment manager. The contractor(s) shall provide 10- working days notice of any changes to the designated job order assignment manager. The contractor(s) job order assignment manager shall advise SAHA s HR Department within four business hours of receipt of the job assignment or status of the job order. To ensure the fastest response time to the procuring SAHA s user department, the contractor(s) shall provide a direct phone number for contact with the contractor(s) job order assignment manager. For emergencies after regular working hours, the contractor(s) shall provide a twenty-four hour answering service, such as an answering machine, pager, or message service SAHA s user department will determine the amount and quality of the specified work performed which are to be paid for under this contract Parking Under no circumstances shall any contractor(s) temporary employees or their vehicles enter any area not authorized by SAHA s user department and/or Police Liaison. The temporary employee and the individual SAHA s user department s supervisor must make parking arrangements after the contractor(s) temporary employee reports to the job assignment. All temporary parking permits must be returned to SAHA s user department s supervisor upon completion of the job assignment Resumes When requested by SAHA and for designated positions, the contractor(s) will be responsible for providing a minimum of three, onepage resumes, including years of experience, to the HR department for review prior to sending any personnel to SAHA The requirement for services for temporary personnel is to be determined by the user department, through the department of HR and its personnel administrator. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 14

15 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services 3.3 Executive Recruiting Services will be purchased under the contract on an as needed basis, and contractor(s) agree to assist with the identification, evaluation and selection of potential higher education professional and executive recruitment services as ordered by SAHA. The requirement may be for a direct hire position or temporary or contract position as specified by SAHA Executive recruiting services shall be on an as needed basis at the sole discretion of SAHA and the contactor shall provide services within a specified period after receipt of the purchase order for executive recruiting services (unless an otherwise agreed upon time period is approved by HR) Recruitment The Contractor(s) shall assist SAHA in publicizing vacancies in professional journals, among professional associations and within the region. Contractor(s) will consult HR department on desired profile, qualifications, experiences and deliverables of desired candidate to fill professional or executive position. Contractor(s) will draft position announcement, place advertisements and make recruitment contacts to attract the most qualified candidates Preliminary screening The Contractor(s) shall be responsible for acknowledging, receiving and evaluating all resumes received. Review applications, forward at least the five top candidates to SAHA based on minimum qualifications and assist the SAHA s management staff and User department with developing decision criteria Progress reporting The Contractor(s) shall be responsible for assembling and submitting a report, which includes summary resumes, original resumes, and supplemental information on each leading candidate for the applicable recruitment position Candidate evaluation The Contractor(s) shall verify degrees and certifications. Conduct candidate evaluations and provide an objective appraisal of each candidate. Arrange the interview schedule with the final candidates. Advise candidates of fringe benefits and salary ranges, act as liaison between candidates and SAHA management in notifying candidates of status and assisting with associated relocation information. 3.4 Direct Hire Personnel: Services will be purchased under the contract on an as needed basis, and contractor(s) agree to assist with the identification, evaluation and selection of potential higher education professional recruitment services as ordered by SAHA. The requirement will be for a direct hire position. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 15

16 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services Professional & executive recruiting services shall be on an as needed basis at the sole discretion of SAHA and the contactor shall provide services within a specified period after receipt of the purchase order for executive recruiting services (unless an otherwise agreed upon time period is approved by HR) Recruitment The Contractor(s) shall assist SAHA in publicizing vacancies in professional journals, among professional associations and within the region. Contractor(s) will consult HR department on desired profile, qualifications, experiences and deliverables of desired candidate to fill professional positions. Contractor(s) will draft position announcement, place advertisements and make recruitment contacts to attract the most qualified candidates Preliminary screening The Contractor(s) shall be responsible for acknowledging, receiving and evaluating all resumes received. Review applications, forward at least the five top candidates to SAHA based on minimum qualifications and assist the SAHA s HR Department with developing decision criteria. 3.5 Cost of Services The contractor(s) shall include in the Proposal the cost to be charged to SAHA for performance of the Temporary, Contract, and Direct Hire Personnel Services as described herein. Cost for Temporary and Contract personnel will be stated on a Bill Rate basis. Include conversion fees for temporary and contract to permanent placement. Cost for Direct Hire personnel and Executive Search shall be a percentage of the salary for the position as specified in the attached pay structure. 3.6 Billing & Payments Contractor must submit a separate invoice each week showing each temporary person by name, rate of pay, department assignment area, work hours and signed document by SAHA supervisor approving hours worked and all invoices shall show the contract number and other information as specified in the Specifications of this document. SAHA shall pay for the same within 30 days after receipt of such invoice. The payment of the weekly invoice is subject to approval and acceptance of Contractor s work by SAHA representative. SAHA shall pay only the amount for services that are listed on the proposal fee sheet as accepted by SAHA. 3.7 Proposer shall list the conversion fee for each position identified in the Proposal Fee Sheet. Also, specify the length of time required for conversion to permanent employee at no cost to SAHA. 3.8 Contractor must pay temporary staff provided to SAHA the same hourly/annual wage that SAHA pays to employees. Contractor shall not pay temporary staff provided to SAHA any more or less than SAHA pays. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 16

17 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services 3.9 Agency contact: Pat Morrison, Sr. HR Manager (210) CONDITIONS TO PROPOSE: 4.1 Pre-Qualification of Proposers: Prospective proposers will not be required to pre-qualify in order to submit a proposal. However, all proposers will be required to submit adequate information showing that the proposer is qualified to perform the required work (i.e. Profile of Firm Form (Attachment C). Failure by the prospective proposer to provide the requested information may, at SAHA s discretion, eliminate that proposer from consideration, provided that all proposers were required to submit the same information. 4.2 RFP Forms, Documents, Specifications and Drawings: Prior to submitting a proposal in response to the RFP, it shall be each prospective proposer s responsibility to examine carefully and, as may be required, properly complete all documents issued pursuant to this RFP Unless otherwise instructed, specifications and drawings (if provided) do not purport to show all of the exact details of the work. They are intended to illustrate the character and extent of the performance desired under the proposed contract and may be supplemented or revised from time to time. 4.3 Submission and Receipt by SAHA: Time for Receiving Proposals: Proposals received prior to the proposal submittal deadline at SAHA Central Offices, 818 S. Flores, San Antonio, Texas, shall be securely kept, unopened, by SAHA. The CA, whose duty it is to open such proposals, will decide when the specified time has arrive. No proposal received after the designated deadline shall be considered Proposers are cautioned that any proposal submittal that is time-stamped as being received by SAHA after the exact time set as the deadline for the receiving of proposals shall be returned unopened to the proposer. Any such proposals inadvertently opened shall not be considered, but shall be ruled to be invalid. No responsibility will attach to SAHA or any official or employee thereof, for the pre-opening of, or the failure to open a proposal not properly addressed and identified A total of one (1) original signature copy (marked ORIGINAL ) and three (3) exact copies, with a cover and HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 17

18 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services extending tabs, of the proposal submittal, shall be placed unfolded in a sealed package with the proposer s name and return address and addressed as follows: RFP # {Insert Number} {Insert Exact Title of RFP} {Insert Month, day, year, Time of Bid Opening} The Housing Authority of the City of San Antonio Procurement Department 818 S. Flores San Antonio, Texas Withdrawal of Proposals: Proposals may be withdrawn as detailed within HUD-5369B (8/93). Negligence on the part of the proposer in preparing his/her proposal confers no right of withdrawal or modification of his/her proposal after such proposal has been received and opened Procedure to withdraw proposal submittal: A request for withdrawal of a proposal due to a purported error need not be considered by SAHA unless filed in writing by the proposer within 48 hours after the proposal deadline. Any such request shall contain a full explanation of any purported error and shall, if requested by SAHA, be supported by the original calculations on which the proposal was computed, together with a certification and notarization thereon that such computation is the original and was prepared by the proposer or his/her agent, who must be identified on the notarized form. The foregoing shall not be construed that such withdrawal will be permitted, as SAHA retains the right to accept or reject any proposed withdrawal for a mistake. 4.5 Exceptions to Specifications: A prospective proposer may take exception to any of the proposal documents or any part of the information contained therein, by submitting, in writing to the SAHA CA, at least seven (7) days prior to the proposal submission deadline, a complete and specific explanation as to what he/she is taking exception. Proposed alternate documents or information must also be included. SAHA reserves the right to agree with the prospective proposer and issue a revision to the applicable RFP requirements, or may reject the prospective proposer s request When taking exception, prospective proposers must propose services that meet the requirements of the RFP documents. Exceptions to the HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 18

19 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services specification and/or approved "equal" requests may be discussed at the scheduled pre-proposal conference (if scheduled). All verbal instructions issued by the SAHA officers not already listed within the RFP documents shall only become official when issued as addenda or as a written answer issued pursuant to receipt of a written question. 5.0 FORM OF PROPOSAL: The proposal submittal shall be submitted in the following manner. Failure to submit the proposal in the manner specified may result in a premature opening of, post-opening of, or failure to open and consider that proposal, and may, at the discretion of the SAHA CA, eliminate that proposer from consideration for award. 5.1 Required Forms: All required forms furnished by SAHA as a part of the RFP document issued shall, as instructed, be fully completed and submitted by the proposer. Such forms may be completed in a legible hand-written fashion, by use of a typewriter, or may be downloaded and completed on a computer. If, during the download, a form becomes changed in any fashion, the proposer must edit the form back to its original form (for example, signature lines must appear on the page which the line was originally intended). 5.2 Tabbed Proposal Submittal: SAHA intends to retain the successful proposer pursuant to a Best Value basis, not a Low Bid basis. Therefore, so that SAHA can properly evaluate the proposals received, all proposals submitted in response to this RFP must be formatted in accordance with the sequence noted below. Each category must be separated by numbered index dividers and the number on the index divider must extend so that each tab can be located without opening the proposal and labeled with the corresponding tab reference noted below. None of the proposed services may conflict with any requirement SAHA has published herein or has issued by addendum Tab 1, Form of Proposal: This Form is attached hereto as Attachment A to this RFP document. This one-page Form must be fully completed, and submitted under this tab as a part of the proposal submittal. The proposed fee section of this form will be intentionally left blank in the proposal submittals. The Fee Proposal Sheet & Cost Analysis (Attachment A) must be completed separately and placed in a sealed envelope. DO NOT INCLUDE THE PROPOSED FEE SHEET, COST ANALYSIS, OR BID BOND IN THE PROPOSAL SUBMITTAL. THEY MUST BE SUBMITTED SEPARATELY IN A SEALED ENVELOPE AT THE TIME OF PROPOSAL SUBMITTAL AND ATTACHED ONLY TO THE ORIGINAL COPY Tab 2, HUD Forms and Conflict of Interest Questionnaire: These Forms are attached hereto as Attachment B to this RFP document HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 19

20 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services and must be fully completed, executed where provided thereon and submitted under this tab as a part of the proposal submittal Tab 3, Profile of Firm Form: The Profile of Firm Form is attached hereto as Attachment C to this RFP document. This two-page Form must be fully completed, executed and submitted under this tab as a part of the proposal submittal Tab 4, Performance, Managerial Capacity, Financial Viability: The Proposer must submit under this tab a concise description of its past performance, managerial and financial capacity and utilization plan to deliver the proposed services, to include: Firm s experience in the providing personnel similar in scope to the requirements of this RFP Financial ability to provide such services to include copies of most recent financial statements and most recent audit if available Management plan for oversight of all services Project Manager and staff s expertise, include resumes of project manager and key staff Past experience with locating and screening for executive positions, such as, CEO, Vice President, etc The four-hour response period (section 3.2.2) is important and shall be considered as a factor in the award of contract Quality plan or procedures to monitor employee s performance during the contract period Tab 5, Client Information: The proposer shall submit three former or current clients, preferably other than SAHA, for whom the proposer has performed similar or like services to those being proposed herein. The list shall, at a minimum, include for each reference: The client s name The client s telephone number and address Description of services provided to the client Date of services; include completion time frame and days over/under schedule Pictures of recent projects and completed projects HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 20

21 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services Warranty claims Tab 6, Joint Venture/Subcontractors: The proposer shall identify hereunder if this proposal is a joint venture or partnership with another entity. Please remember that all information required from the proposer under the proceeding tabs must also be included for any joint venture or partner. One entity must be designated as the primary contact for the joint venture or partnership in the proposal. Proposers must also provide SAHA with the name, contact information to include address, phone number, address, core area of business, and years of expertise for each subcontractor and supplier intended to be utilized by the Proposer to perform the services requested in this RFP. Proposer must realize that the actual usage of the subcontractor will be contingent upon SAHA s prior written approval, and Proposer remains responsible to SAHA for any and all services and goods provided pursuant to this RFP and any resulting contract. If no joint venture exists or subcontractors will not be utilized, please provide this statement, NO JOINT VENTURE/ NO SUBCONTRACTORS, in this section Tab 7, Section 3 Business Documentation: Proposers are required to submit a detailed utilization plan outlining their efforts to employ qualified Section 3 businesses or persons to assist SAHA in attaining the ten percent goal as referenced in Attachment D. This may be satisfied by new hires, training or mentoring of Section 3 persons. FAILURE TO PROVIDE A SECTION 3 PLAN MAY CAUSE THE RESPONSE TO BE DISQUALIFIED AS NON-RESPONSIVE. Any Proposer claiming a Section 3 Business Preference, he/she shall under this tab include the fully completed and executed Section 3 Business Preference Certification Form attached hereto as Attachment D and any documentation required by that form. Please include all supporting documentation with the bid. Supporting documentation includes but is not limited to income tax returns for low-income employees for whom Proposer is seeking the preference, verification of total number of fulltime employees, names, addresses of low-income residents who are bidder s employees. Note: If you qualify as a Section 3 Business Concern, your proposal will receive a preference over other proposals as specified in Attachment D Tab 8, Small/Minority/Disadvantaged/Veteran Business Enterprise Utilization Plan: The Proposer is required to include hereunder a plan to assist SAHA in its responsibility to foster the development of small and historically under-utilized business enterprises by identifying subcontracting opportunities with SWMBE companies. Contractor is required to show a good faith effort to employ SWMBE firms in the execution of this project. FAILURE TO PROVIDE A S/W/MBE PLAN HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 21

22 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services MAY CAUSE THE RESPONSE TO BE DISQUALIFIED AS NON- RESPONSIVE Tab 9, Other Information: The Proposer may include hereunder any other general information that the proposer believes is appropriate to assist SAHA in its evaluation. If no pertinent information is to be placed under this tab, please place hereunder a statement that NO INFORMATION IS BEING PLACED HEREUNDER. 5.3 Proposed Costs: Unit Costs: All fees are all-inclusive of all related costs that a proposer will incur to provide the noted services in compliance with this RFP, including, but not limited to: employee wages and benefits, clerical support, overhead, profit, licensing, insurance, materials, supplies, tools, equipment, long distance telephone calls, document copying and motor vehicle fuel. 5.4 Proposal Submittal Binding Method: It is preferable and recommended that the proposer bind the proposal submittals in such a manner that SAHA can, if needed, remove the binding (i.e. comb-type, etc.) or remove the pages from the cover (i.e. 3-ring binder, etc.) to make copies then return the proposal submittal to its original condition. 6.0 PROPOSAL EVALUATION: 6.1 Proposal Opening Results: It is understood by all proposers/prospective proposers that the proposals are publicly opened and the results will be a matter of public record. When SAHA has concluded all evaluations, has chosen a final top-rated proposer, has completed the award and is ready to issue such results, SAHA shall notify the successful proposer All proposal documents submitted by the proposers are generally a matter of public record unless information is deemed to be proprietary. 6.2 Evaluation: Each proposal submittal will be evaluated based upon the following information and criteria: Initial Evaluation- Responsiveness: Each proposal received will first be evaluated for responsiveness (i.e., meeting the minimum requirements as stated in the RFP). HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 22

23 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services Evaluation- Responsibility: SAHA shall select a minimum of a threeperson panel, using the criteria established below, to evaluate each of the proposals submitted in response to this RFP to determine the proposer s level of responsibility. SAHA will consider capabilities or advantages that are clearly described in the proposal that may be confirmed by oral presentations, site visits, demonstrations, and references contacted by SAHA. All proposals would be evaluated as to their overall value to SAHA Restrictions: All persons having familial (including in-laws) and/or employment relationships (past or current) with principals and/or employees of a proposer will be excluded from participation on SAHA s evaluation panel. Similarly, all persons having ownership interest in and/or contract with a proposer will be excluded from participation on SAHA s evaluation panel Evaluation Criteria: The evaluation panel will use the following criteria to evaluate each proposal: NO. MAX. POINTS CRITERION DESCRIPTION 1 20 Relevant experience & Past Performance: Firms experience in providing personnel similar in scope to the requirements of this RFP. Number of years that reflect this experience. Experience with Executive searches Project Management Ability: Organizational structure with number and qualifications of key staff. Resumes of Project Manager and other key staff. Financial stability. Management plan Strength of the Section 3 and S/W/MBE plans 4 5 Ability to respond in four (4) hours after receipt of request Price proposal: base price plus any combinations of deducts SAHA chooses Quality Plan: Plan or procedures to monitor employees performance during the contract period. 100 Total Points for Criteria SECTION 3 BONUS POINTS 5 Priority I as detailed in HUD Section 3 Form 4 Priority II as detailed in HUD Section 3 Form 3 Priority III as detailed in HUD Section 3 Form 2 Priority IV as detailed in HUD Section 3 Form Competitive Range: Once a competitive range is established from the proposals submitted, SAHA reserves the right to require Proposers within the competitive range to make a presentation to the HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 23

24 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services evaluation committee. Presentations, if requested, shall be a factor in the award recommendation Burden of Proof: If requested by SAHA, it shall be the responsibility of the proposer(s) to furnish SAHA with sufficient data or physical samples, within a specified time, so that SAHA may determine if the goods or services offered conform to the specifications. 6.3 Mistake in Proposal Submitted: Unless otherwise prohibited within the RFP documents, a mistake in the cost unit pricing that does not affect the total cost sum submitted may, at SAHA s discretion, be corrected by submitting a corrected cost form, together with a complete explanation in writing, of how the mistake occurred, to the SAHA CA, for his/her review. This mistake must be corrected before the issuance of any contract documents. Such correction shall not operate to give any proposer an advantage over another. 6.4 Irregular Proposal Submittal: A proposal shall be considered irregular for any one of the following reasons, any one or more of which may, at SAHA's discretion, be reason for rejection: If the forms furnished by SAHA are not used or are altered or if the proposed costs are not submitted as required and where provided If all requested completed attachments do not accompany the proposal submittal If there are unauthorized additions, conditional or alternate proposals, or irregularities of any kind which may tend to make the proposal incomplete, indefinite or ambiguous as to its meaning or give the proposer submitting the same a competitive advantage over other proposers If the proposer adds any provisions reserving the right to accept or reject any award or to enter into a contract pursuant to an award If the individual cost proposal items submitted by a specific proposer are unbalanced in the sense that the listed price of any cost item departs by more than 25% from SAHA s cost estimate for that item. 6.5 Disqualification of Proposers: Any one or more of the following shall be considered as sufficient for the disqualification of a prospective proposer and the rejection of his/her proposal: HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 24

25 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services Evidence of collusion among prospective proposers. Participants in such collusion will receive no recognition as bidders or proposers for any future work with SAHA until such participant shall have been reinstated as a qualified bidder or proposer. The names of all participants in such collusion shall be reported to HUD and any other inquiring governmental agency More than one proposal for the same work from an individual, firm, or corporation under the same or different name(s) Lack of competency, lack of experience and/or lack of adequate machinery, plant and/or other resources Unsatisfactory performance record as shown by past work for SAHA or with any other local, state or federal agency, judged from the standpoint of workmanship and progress Incomplete work, which in the judgment of SAHA, might hinder or prevent prompt completion of additional work, if awarded Failure to pay or satisfactorily settle all bills due on former contracts still outstanding at the time of letting Failure to comply with any qualification requirements of SAHA Failure to list, if required, all subcontractors (if subcontractors are allowed by SAHA) who will be employed by the successful proposer(s) to complete the work of the proposed contract As required by the RFP documents, failure of the successful proposer to be properly licensed by the City, County and/or the State of Texas and/or to be insured by a commercial general liability policy and/or worker's compensation policy and/or business automobile liability policy, if applicable. If a proposer receives an award unless otherwise waived in the Contract, the Contractor will be required to provide original certificates of the following insurance requirements to SAHA within 10 days of contract signature: HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 25

26 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services Professional Liability SAHA and its affiliates must be named as an Additional Insured and be a Certificate Holder. This is required for vendors who render observational services to SAHA such as appraisers, inspectors, attorneys, engineers or consultants. Business Automobile Liability SAHA and its affiliates must be named as an additional insured and as the certificate holder. Workers Compensation and Employer s Liability Workers Compensation coverage is Statutory and has no pre-set limits. Employer s Liability limit is $500,000 A waiver of Subrogation in favor of SAHA must be included in the Workers Compensation policy. SAHA and its affiliates must be named as a Certificate Holder on both. Commercial General Liability This is required for any vendor who will be doing hands on work at SAHA properties. SAHA and its affiliates must be named as an Additional Insured and as the Certificate Holder. Required Limits $300,000 Required Limits $500,000 combined single limit, per occurrence Required Limits Statutory $500,000 Required Limits $1,000,000 per accident $2,000,000 aggregate Any reason to be determined, in good faith, to be in the best interests of SAHA. 6.6 Award of Proposal(s): The successful proposer shall be determined by the toprated responsive and responsible proposer as determined by the evaluation process detailed above including any preferences for Section 3 Business Concerns or Employees and any further negotiations, provided his/her proposal is reasonable and within budget, he/she is able to deliver the specified items in a timely manner and it is, in the opinion of SAHA, to the bests interests of SAHA to accept the proposal. SAHA reserves the right to award multiple awards based upon evaluation ratings. 7.0 RIGHT TO PROTEST: 7.1 Rights: Any prospective or actual proposer, offeror, or contractor who is allegedly aggrieved in connection with the solicitation of a proposal or award of a contract, shall have the right to protest. Such right only applies to deviations from laws, rules, regulations, or procedures. Disagreements with the evaluators judgments as to the number of points scored are not reasons for an HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 26

27 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services appeal. An alleged aggrieved protestant claiming this right is hereby informed that these regulations do not provide for administrative appeal as a matter of right for that alleged aggrieved protestant An alleged aggrieved protestant is a prospective proposer or proposer who feels that he/she has been treated inequitably by SAHA and wishes SAHA to correct the alleged inequitable condition or situation. To be eligible to file a protest with SAHA pertaining to an RFP or contract, the alleged aggrieved protestant must have been involved in the RFP process in some manner as a prospective proposer (i.e. recipient of the RFP documents) when the alleged situation occurred. SAHA has no obligation to consider a protest filed by any party that does not meet these criteria Any actual or prospective contractor may protest the solicitation or award of a contract for material violation of SAHA s procurement policy. Any protest against a SAHA Procurement Policy & Procedures Page 28 of 29 Last revised with Section H. amended as presented to Board solicitation must be received before the due date for receipt of bids or proposals and any protest against the award of a contract must be received within ten (10) calendar days after contract award or the protest will not be considered. All protests must be in writing and submitted to the Director of Procurement for a written decision. The Director of Procurement shall make a recommendation to the Contracting Officer who shall issue a written decision and findings to the Contractor within 30 days from receipt of the written protest. This decision is then appealable to the Board of Commissioners within 30 days of receipt of the written decision. Appeals which are not timely filed will not be considered and the decision becomes final. 8.0 DISPUTES UNDER THE CONTRACT: APPEAL OF RFP NO. (insert exact number of RFP here) San Antonio Housing Authority Attn: Stacy Padgett, Director of Procurement 818 South Flores Street San Antonio, TX Procedures: In addition to the procedures detailed within HUD-5370C-1 (10/06), in the event that any matter, claim, or dispute arises between the parties, whether or not related to this RFP or any resulting contract, both parties shall be subject to nonbinding mediation if agreed to by both parties within thirty days of either party making a request in writing. The parties further agree that if the matter, claim or dispute is not settled during mediation, it shall thereafter be submitted to binding arbitration. The parties shall make a good-faith attempt to HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 27

28 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services mutually agree upon an arbitrator. If the parties cannot mutually agree upon an arbitrator after reasonable efforts have been exerted, then the matter, claim or dispute shall be submitted to the American Arbitration Association for final and binding arbitration. Unless extended by the arbitrator for good cause shown, the final arbitration hearing shall begin no later than two months after selection of the arbitrator. 9.0 ADDITIONAL CONSIDERATIONS: 9.1 Non-Escalation: Unless otherwise specified within the RFP documents, the unit prices reflected on the bid shall remain firm with no provision for price increases during the term of any resulting contract. 9.2 Required Permits and Licenses: Unless otherwise stated in the RFP documents, all Federal, State or local permits and licenses which may be required to provide the services ensuing from any award of this RFP, whether or not they are known to either the SAHA or the proposers at the time of the proposal submittal deadline or the award, shall be the sole responsibility of the successful proposer and all offers submitted by the proposer shall reflect all costs required by the successful proposer to procure and provide such necessary permits or licenses. 9.3 Taxes: All persons doing business with SAHA are hereby made aware that SAHA is exempt from paying Texas State Sales and Use Taxes and Federal Excise Taxes. A letter of Tax Exemption will be provided upon request. 9.4 Government Standards: It is the responsibility of the prospective proposer to ensure that all items and services proposed conform to all local, state and federal law concerning safety (OSHA) and environmental control (EPA and Bexar County Pollution Regulations) and any other enacted ordinance, code, law or regulation. The successful proposer shall be responsible for all costs incurred for compliance with any such possible ordinance, code, law or regulation. No time extensions shall be granted or financial consideration given to the successful proposer for time or monies lost due to violations of any such ordinance, code, law or regulations that may occur. 9.5 Free on Board (FOB) and Delivery: All costs submitted by the successful proposer shall reflect the cost of delivering the proposed items and/or services to the locations specified within the RFP documents or within the Contract. All costs in the proposal submittal shall be quoted as FOB Destination, Freight Prepaid and allowed unless otherwise stated in this RFP The successful proposer agrees to deliver to the designated location(s) on or before the date as specified in the finalized contract. Failure to deliver on or before the specified date constitutes an event of default by the successful proposer. Upon default, the successful proposer agrees that SAHA may, at its option, rescind the finalized HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 28

29 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services contract under the termination clause herein and seek compensatory damages as provided by law. 9.6 Work on SAHA Property: If the successful proposer s work under the contract involves operations by the successful proposer on SAHA premises, the successful proposer shall take all necessary precautions to prevent the occurrence of any injury to persons or property during the progress of such work and, shall indemnify SAHA, and their officers, agents, servants and employees against all loss which may result in any way from any act or omission of the successful proposer, its agents, employees, or subcontractors. 9.7 Estimated Quantities: Unless otherwise indicated, the quantities reflected within the RFP documents, to the best of SAHA s knowledge, reflect projected consumption data. These quantities are not meant to infer or imply actual consumption figures or quantities that will be purchased by SAHA under the finalized contract; but, pursuant to all RFP documents, these quantities will be used only as calculation figures to determine the successful proposer. SAHA makes no guarantee as to the actual quantity that will be purchased under the Contract resulting from this RFP. 9.8 Warranty: The services provided under the contract shall conform to all information contained within the RFP documents as well as applicable Industry Published Technical Specifications, and if one of the above mentioned Specifications contains more stringent requirements than the other, the more stringent requirements shall apply. All services and goods provided pursuant to this RFP and the resulting contract shall be covered by the most favorable commercial warranties given to any customer for same or similar supplies or services, but in any event such goods and services shall be warranted for at least a period of one (1) year The liability of the successful proposer to SAHA (except as to title) arising out of the furnishing of services/goods under the terms of the contract shall not exceed the correcting of the defect(s) in the services/goods provided under the contract, and upon expiration of the warranty period all such liability shall terminate except under the warranty for merchantability and the warranty of fitness for a particular purpose. However, this limitation does not preclude SAHA from seeking indirect, consequential, incidental exemplary, and liquidated damages. 9.9 Official, Agent and Employees of the SAHA Not Personally Liable: It is agreed by and between the parties hereto that in no event shall any official, officer, employee, or agent of he SAHA in any way be personally liable or HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 29

30 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services responsible for any covenant or agreement herein contained whether expressed or implied, nor for any statement, representation or warranty made herein or in any connection with this agreement Subcontractors: Unless otherwise stated within the RFP documents, the successful proposer may not use any subcontractors to accomplish any portion of the services described within the RFP documents or the contract without the prior written permission of the SAHA CA Salaries and Expenses Relating to the Successful Proposers Employees: Unless otherwise stated within the RFP documents, the successful proposer shall pay all salaries and expenses of, and all Federal, Social Security taxes, Federal and State Unemployment taxes, and any similar taxes relating to its employees used in the performance of the contract. The successful proposer further agrees to comply with all Federal, State and local wage and hour laws and all licensing laws applicable to its employees or other personnel furnished under this agreement Reserved 9.13 Independent Contractor: Unless otherwise stated within the RFP documents or the contract, the successful proposer is an independent contractor. Nothing herein shall create any association, agency, partnership or joint venture between the parties hereto and neither shall have any authority to bind the other in any way Severability: If any provision of this agreement or any portion or provision hereof applicable to any particular situation or circumstance is held invalid, the remainder of this agreement or the remainder of such provision (as the case may be), and the application thereof to other situations or circumstances shall not be affected thereby Waiver of Breach: A waiver of either party of any terms or conditions of this agreement in any instance shall not be deemed or construed as a waiver of such term or condition for the future, or of any subsequent breach thereof. All remedies, rights, undertakings, obligations, and agreements contained in this agreement shall be cumulative and none of them shall be in limitation of any other remedy, right, obligation or agreement of either party Time of the Essence: Time is of the essence as to each provision in which a timeframe for performance is provided in this RFP. Failure to meet these timeframes may be considered a material breach, and SAHA may pursue compensatory and/or liquidated damages under the contract Limitation of Liability: In no event shall SAHA be liable to the successful proposer for any indirect, incidental, consequential or exemplary damages. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 30

31 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services 9.18 Indemnity: The Contractor shall indemnify and hold harmless SAHA and its officers, agents, representatives, and employees from and against all claims, losses, damages, actions, causes of action and/or expenses resulting from, brought for, or on account of any personal injury or property damage received or sustained by any persons or property growing out of, occurring, or attributable to any work performed under or related to this Agreement, resulting in whole or in part from the negligent acts or omissions of the Contractor, any subcontractor, or any employee, agent or representative of the Contractor or any subcontractor, AND REGARDLESS OF WHETHER CAUSED IN WHOLE OR IN PART BY THE NEGLIGENCE OF SAHA. CONTRACTOR ACKNOWLEDGES AND AGREES THAT THIS INDEMNITY CONTROLS OVER ALL OTHER PROVISIONS IN THE AGREEMENT, SURVIVES TERMINATION OF THIS AGREEMENT, AND APPLIES TO CLAIMS AND LIABILITY ARISING OUT OF THE SOLE OR CONCURRENT NEGLIGENCE OF SAHA Public/Contracting Statutes. SAHA is a governmental entity as that term is defined in the procurement statutes. SAHA and this RFP and all resulting contracts are subject to federal, state and local laws, rules, regulations and policies relating to procurement Termination: Any contract resulting from this RFP may be terminated under the following conditions: By mutual consent of both parties, and For Termination For Cause: As detailed within HUD-5370C SECTION I AND II (10/2006), attached hereto: SAHA may terminate any and all contracts for default at any time in whole or in part, if the contractor fails to perform any of the provisions of any contract, so fails to pursue the work as to endanger performance in accordance with the terms of the RFP or any resulting contracts, and after receipt of written notice from SAHA, fails to correct such failures within seven (7) days or such other period as SAHA may authorize or require Upon receipt of a notice of termination issued from SAHA, the Contractor shall immediately cease all activities under any contract resulting from this RFP, unless expressly directed otherwise by SAHA in the notice of termination. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 31

32 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services SAHA may terminate any contract resulting from this RFP in whole or in part, if funding is reduced, or is not obtained and continued at levels sufficient to allow for the expenditure Termination for Convenience: In the sole discretion of the CEO, SAHA may terminate any and all contracts resulting from this RFP in whole or part upon fourteen days prior notice to the Contractor when it is determined to be in the best interest of SAHA The rights and remedies of SAHA provided under this section are not exclusive and are in addition to any other rights and remedies provided by law or under any contract In the event the resulting contract from this RFP is terminated for any reason, or upon its expiration, SAHA shall retain ownership of all work products including deliverables, source and object code, microcode, software licenses, and documentation in whatever form that may exist. In addition to any other provision, the Contractor shall transfer title and deliver to SAHA any partially completed work products, deliverables, source and object code, or documentation that the Contractor has produced or acquired in the performance of any resulting contract Examination and Retention of Contractor s Records: SAHA, HUD, or Comptroller General of the United States, or any of their duly authorized representatives shall, until three years after final payment under all contracts executed as a result of this RFP, have access to and the right to examine any of the Contractor s directly pertinent books, documents, papers, or other records involving transactions related to this contract for the purpose of making audits, examinations, excerpts and transcriptions Invoicing Contractor(s) will only be allowed to invoice for the cost of services/goods in compliance with his/ her proposal or best and final offer as accepted by SAHA Invoices must contain a complete description of the work or service that was performed, the contract price for each service, the purchase order number, date of service, and address of service location or delivery address Contractor(s) must submit a separate invoice for each purchase order issued by SAHA. Each property location must have a separate and unique purchase order number. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 32

33 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services Payment shall be made by SAHA s Fiscal Department within 30 days of the receipt of a properly submitted invoice and SAHA s acceptance of Contractor s work unless SAHA earns the discount for early payment offered by Contractor. One (1) original invoice with supporting documentation shall be promptly submitted, to: San Antonio Housing Authority Attn: Crystal Montana 818 S. Flores San Antonio, TX Or [email protected] Upon the Award of Contract, Contractor shall receive a request from SAHA to process all payments electronically to insure prompt and efficient payment of all invoices If offered by Contractor, SAHA seeks a discount for early payment. SAHA shall only take such a discount if earned All invoices shall be submitted to SAHA within 30 days of receipt of goods or services. SAHA reserves the right to deny payment if not invoiced within this time frame Interlocal Participation SAHA may from time to time enter into Interlocal Cooperation Purchasing Agreements with other governmental entities or governmental cooperatives (hereafter collectively referred to as Entity or Entities ) to enhance SAHA s purchasing power. At SAHA s sole discretion and option, SAHA may inform other Entities that they may acquire items listed in this RFP. Such acquisition(s) shall be at the prices stated herein, and shall be subject to Contractor s acceptance In no event shall SAHA be considered a dealer, remarketer, agent or other representative of Contractor or Entity. Further, SAHA shall not be considered and is not an agent; partner or representative of the Entity making purchases hereunder, and shall not be obligated or liable for any such order Purchase orders shall be submitted to Contractor by the individual Entity. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 33

34 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services SAHA shall not be liable or responsible for any obligation, including but not limited to, payment and for any item or service ordered by an Entity, other than SAHA Right to data and Patent Rights: SAHA shall have exclusive ownership of all, proprietary interest in, and the right to full and exclusive possession of all information, materials and documents discovered or produced by Contractor pursuant to the terms of any resulting contract, including but not limited to, reports, memoranda or letters concerning the research and reporting tasks of any resulting contract. Both parties agree to comply with HUD Bulletin , which is the Notice of Assistance Regarding Patent and Copyright Infringement Lobbying Certification: By proposing to do business with SAHA or by doing business with SAHA, each proposer certifies the following: No Federal appropriated funds have been paid or will be paid, by or on behalf of the proposer, to any person for influencing or attempting to influence an officer or employee of Congress, or an employee of a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into any cooperative agreement, and the extension, continuation, renewal, amendment or modification of any Federal contract, grant, loan or cooperative agreement If any funds other than Federally appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form LLL, Disclosure Form to Report Lobbying, in accordance with its instructions The successful proposer shall require that the language of this certification be included in the award documents for all subawards at all tiers, (including but not limited to subcontractors, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly This clause is a material misrepresentation of fact upon which reliance will be placed when the award is made or a contract is entered into. The signing of a contract or acceptance of award certifies compliance with this certification, which is a prerequisite for making or entering into a contract, which is imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 34

35 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services certifications shall be subject to civil penalty of not less than $10, and not more than $100, for each such failure Executive Order 11246: For all construction contracts awarded in excess of $10,000, both parties hereby agree to comply with Executive Order of September 24, 1965, entitled Equal Employment Opportunity, as amended by Executive Order of October 13, 1967, and as supplemented in Department of Labor Regulations (41 CFR Chapter 60) Copeland Anti-Kickback Act: For all construction or repair contracts awarded, both parties hereby agree to comply with the Copeland Anti- Kickback Act (18 U.S.C. 874) as supplemented in Department of Labor Regulations (29 CFR Part 3) Fair Labor Standards Act: Both parties hereby agree to comply with the provisions of the Fair Labor Standards Act (29 U.S.C. 201, et seq) Sections 103 and 107 of the Contract Work Hours and Safety Standards Act: For all construction contracts awarded in excess of $2,000 and for other contracts, which involve the employment of mechanics or laborers awarded in excess of $2,500, both parties hereby agree to comply with the Sections 103 and 107 of the Contract Work Hours and Safety Act (40 U.S.C ) as supplemented in Department of Labor Regulations (29 CFR Part 5) Clean Act Air: For all contracts in excess of $100,000, both parties hereby agree to comply with all applicable standards, orders or requirements issued under Section 306 of the Clean air Act (42 U.S.C (h), Section 508 of the Clean Water Act (33 U.S.C. 1368), Executive Order 11738, and Environmental Protection Agency regulations (40 CFR Part 15) and any amendments Energy Policy and Conservation Act: Both parties hereby agree to comply with all mandatory standards and policies relating to energy efficiency, which are contained in the state energy conservation plan issued in compliance with the Energy Policy and Conservation Act (Pub. L , 89 STAT. 871) and any amendments Executive Order 11061: Both parties agree that they will comply with this order, which directs the Secretary of HUD to take all action, which is necessary and appropriate to prevent discrimination by agencies that utilize federal funds Public Law , Title VI of the Civil Rights Act of 1964, and its amendments: Both parties agree that no person in the United States shall, on the basis of race, color, national origin or sex, be excluded from participation in, denied the benefits of, or subjected to discrimination under any program or activity which receives federal financial assistance. SAHA hereby extends this requirement to the Contractor and its subcontractors. Specific prohibited HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 35

36 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services discriminatory actions and corrective action are described in Chapter 2, Subtitle C, Title V of the Anti-Drug Abuse Act of 1988 (42 U.S.C et. Seq.) Public Law , Title VIII of the Civil Rights Act of 1968 and its amendments (Fair Housing Act): Both parties agree to comply and prohibit any person from discriminating in the sale or rental of housing, the financing of housing or the provision of brokerage services, including in any way making unavailable or denying a dwelling to any person because of race, color, religion, sex or national origin. As a result, SAHA requires that the Contractor administer all programs and activities, which are related to housing and community development in such a manner as affirmatively to further fair housing Age Discrimination Act of 1975 and its amendments: SAHA requires the Contractor to prohibit discrimination on the basis of age Anti-Drug Abuse Act of 1988 (42 U.S.C et. seq.) and its amendments: SAHA requires Contractors to comply with this law HUD Information Bulletin : Contractors shall comply with the following laws and regulations: Notice of Assistance Regarding Patent and Copyright Infringement Clean Air and Water Certification Energy Policy and Conservation Act 9.38 Copy Rights/Rights in Data SAHA has unlimited rights to any data, including computer software, developed by the Contractor in the performance of the Contract specifically: Except as provided elsewhere in this clause, SAHA shall have unlimited rights in data first produced in the performance of this Contract; form, fit, and function data delivered under this Contract; data delivered under this Contract (except for restricted computer software) that constitute manuals or instructional and training material for installation, operation, or routine maintenance and repair of items, components, or processes delivered or furnished for use under this Contract; and all other data delivered under this Contract unless provided otherwise for limited rights data or restricted computer software Contractor shall have the right to: use, release to others, reproduce, distribute, or publish any data first produced or specifically used by the Contractor in the performance of this Contract, unless provided otherwise in this contract; protect from unauthorized disclosure and use those data which are limited rights data or restricted computer software to the extent provided in this contract; substantiate use of, HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 36

37 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services add or correct limited rights, restricted rights, or copyright notices and to take other appropriate action in accordance with this contract; and establish claim to copyright subsisting in data first produced in the performance of this Contract to the extent provided below For data first produced in the performance of this Contract, the contractor may establish, without prior approval of the CA, claim to copyright subsisting in scientific or technical articles based on or containing data first produced in the performance of this Contract. The Contractor grants SAHA and others acting on its behalf a paidup, non-exclusive, irrevocable, worldwide license in such copyrighted data to reproduce, prepare derivative works, distribute copies to the public, and perform or display publicly by or on behalf of SAHA The Contractor shall not, without the prior written permission of the CA, incorporate in data delivered under this Contract any data not first produced in the performance of this Contract and which contains copyright notice, unless the Contractor identifies such data and grants SAHA a license of the same scope as identified in the preceding paragraph SAHA agrees not to remove any copyright notices placed on data and to include such notices in all reproductions of the data. If any data delivered under this Contract are improperly marked, SAHA may either at its discretion return the data to the Contractor or cancel or ignore the markings The Contractor is responsible for obtaining from its subcontractors all data and rights necessary to fulfill the Contractor s obligations under this Contract Notwithstanding any provisions to the contrary contained in the Contractor s standard commercial license or lease contract pertaining to any restricted computer software delivered under this Contract, and irrespective of whether any such contract has been proposed prior to the award of this Contract or of the fact that such contract may be affixed to or accompany the restricted computer software upon delivery, the Contractor agrees that SAHA shall have the rights set forth below to use, duplicate, or disclose any restricted computer software delivered under this Contract. The terms and conditions of any resulting contract, including any commercial lease or licensing contract shall be subject to the following procedures The restricted computer software delivered under a resulting contract may not be used, reproduced, or disclosed by SAHA except as provided below or as HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 37

38 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services expressly stated otherwise in a resulting contract. The restricted computer software may be used accordingly: Used or copied for use in or with the computers for which it was acquired, including use at any SAHA location to which such computer may be transferred; Used or copied for use in or with backup computer if any computer for which it was acquired is inoperative; Reproduced for safekeeping (archives) or backup purposes; Modified, adapted, or combined with other computer software, provided that the modified, combined, or adapted portions of the derivative software incorporating any of the delivered, restricted computer software shall be subject to the same restrictions set forth in a resulting contract; and Used or copied for use in or transferred to a replacement computer Additional Information: Each provision of law and each clause, which is required by law to be inserted in this RFP or any contract, shall be deemed to have been inserted herein, and this RFP and any resulting contract shall be read and enforced as though such provision or clause had been physically inserted herein. If, through mistake or otherwise, any such provision is not inserted or is inserted incorrectly, this agreement shall forthwith be physically amended to make such insertion or correction upon the application of either party. The fore-mentioned statutes, regulations and executive orders are not intended as an indication that such statute, regulation or executive order is necessary applicable nor is an omission of such statute, regulation or executive order intended to indicate that it is not applicable Conflicting Conditions: In the even there is a conflict between the documents comprising this RFP and any resulting contracts, the following order of precedence shall govern: (1) the more restrictive terms of either: any and all attached HUD forms and the term/conditions in the body of any resulting contract; (2) the RFP; and (3) Contractor s Response. In the event that a HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 38

39 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services conflict exists between any state statute, or federal law the most restrictive terms shall apply Interpretations: No official oral interpretation can be made to any Proposer as to the meaning of any instruction, condition, specifications, drawing (if any), or any other document issued pertaining to this RFP. Every request for an official interpretation shall be made by the prospective proposer, in writing at least seven (7) days prior to the submission deadline. Official interpretations will be issued in the form of addenda, which will be posted on and but it shall be the prospective proposer s responsibility to make inquiry as to addenda issued. All such addenda shall become a part of the RFP documents and the proposed contract with the successful proposer and all proposers shall be bound by such addenda, whether or not received by the prospective or successful proposer(s) Contract Form: SAHA will not execute a contract on the successful Proposer s form. By submitting a proposal, the successful proposer agrees to this condition. However, SAHA will consider any contract clauses that the proposer wishes to include therein, but the failure of SAHA to include such clauses does not give the successful proposer the right to refuse to execute SAHA s contract form. It is the responsibility of each prospective proposer to notify SAHA, in writing, with the proposal submittal of any contract clauses that he/she is not willing to include in the final executed contract. SAHA will consider such clauses and determine whether or not to amend the Contract Liquidated Damages: For each day that performance under a resulting contract from this RFP is delayed beyond the time specified for completion, the successful proposer shall be liable for liquidated damages in the amount of $ per day. However, the timeframe for performance may be adjusted at SAHA s discretion in writing and received by the successful proposer prior to default under any resulting contract Force majeure: Neither SAHA nor Contractor shall be held responsible for delays or default caused by fire, flood, riot, acts of God or war where such cause was beyond, respectively, SAHA or Contractor s reasonable control. Contractor shall make all reasonable efforts to remove or eliminate such a cause of delay or default and shall, upon the cessation of the cause, diligently pursue performance of its obligations under this Agreement Immigration Reform: By submitting a proposal Contractor certifies compliance with the Immigration Reform and Control Act of 1986 regarding employment verification and retention of verification forms for any individuals hired on or after November 6, 1986 who will perform any labor or services under any resulting contract. HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 39

40 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services 9.45 Most Favored Customer: The Contractor agrees that if during the term of any resulting contract, the Contractor enters into any agreement with any other governmental customer, or any non-affiliated commercial customer by which it agrees to provide equivalent services at lower prices, or additional services at comparable prices, the resulting Contract will at SAHA s option, be amended to accord equivalent advantage to SAHA Lapse in Insurance Coverage: In the event Contractor fails to maintain insurance as required by a resulting contract, the Contractor shall immediately cure such lapse in insurance coverage at the Contractor s expense, and pay SAHA in full for all costs and expenses incurred by SAHA under this Contract as a result of Contractor s failure to maintain insurance as required, including costs and reasonable attorney s fees relating to SAHA s attempts to cure such lapse in insurance coverage. Such costs and attorney fees, not to exceed fifteen hundred and 00/100 dollars ($1,500.00), shall be automatically deducted from monies or payments owed to Contractors. Moreover, SAHA shall retain from monies or payments owed to Contractor by SAHA five percent (5%) of the value of the Contract and place this retainage into an account to cover SAHA s potential exposure to liability during the period of such lapse. This retainage shall be held by SAHA until six (6) months after the term of the resulting contract has ended or has otherwise been terminated, cancelled or expired and shall be released if no claims are received or lawsuits filed against SAHA for any matter that should have been covered by the required insurance. Remainder of this page left blank intentionally HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 40

41 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services ATTACHMENT A Form of Proposal Proposal Fee Sheet Bidder s Certification HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 41

42 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services FORM OF PROPOSAL (This Form must be fully completed and placed under Tab #1 of the proposal submittal.) INSTRUCTIONS: The items listed below must be completed and included in the Proposal unless otherwise specifically noted. Please complete this form by marking X, where provided, to indicate that the referenced information has been included. Also, complete the Section 3 Statement and the Proposer s Statement noted on the subsequent page: X=ITEM INCLUDED SUBMITTAL ITEMS Tab 1 Form of Proposal (Attachment A) Tab 2 HUD Forms & Conflict of Interest Questionnaire(Attachment B) Tab 3 Profile of Firm Form (Attachment C) Tab 4 Performance/Managerial Capacity/Financial Viability Tab 5 Client Information Tab 6 Subcontractor/Joint Venture Information Tab 7 Section 3 Business Preference Documentation Tab 8 Small Business S/W/MBE Utilization Plan Tab 9 Other Information, Optional SECTION 3 STATEMENT Are you claiming a Section 3 business preference? YES NO If YES, pursuant to the Section 3 portion within the Conditions and Specifications, and pursuant to the documentation justifying such submitted under Tab 6, which priority are you claiming? Priority I: Priority II Priority III Priority IV HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 42

43 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services Proposal Fees Sheet for Temporary and Contract Personnel Services PROPOSER S STATEMENT The undersigned proposer hereby states that by completing and submitting this Form and all other documents within this proposal submittal, he/she is verifying that all information provided herein is, to the best of his/her knowledge, true and accurate, and that if SAHA discovers that any information entered herein to be false, that shall entitle SAHA to not consider or make award or to cancel any award with the undersigned party. Further, by completing and submitting the proposal submittal, and by entering and submitting the costs where provided, the undersigned proposer is thereby agreeing to abide by all terms and conditions pertaining to this RFP as issued by SAHA, in hard copy. Pursuant to all RFP Documents, all attachments, and all completed Documents submitted by proposer, including these forms and all attachments, the undersigned proposes to supply SAHA with the services described herein for the fee(s) entered within the areas provided. Proposal Fee Sheet Cost for Temporary and Contract Personnel JOB TITLE Accountant I Accountant II Accounting Supervisor Admin Secretary II (Public Information) Administrative Secretary Administrative Specialist I Administrative Specialist II Admissions Manager Analyst I Analyst II Asset Manager Assistant Director Facilities and Construction Services Assistant Director of Procurement Assistant Property Manager Assisted Housing Program Manager Attorney I Attorney II Attorney III Audit Manager Board Liaison Budget Manager Carpenter Carpenter Supervisor Case Manager Case Manager Lead Chief Financial Officer Bill Rate (Cost to SAHA) Conversion Rate Time Required to Convert at no charge to SAHA HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 43

44 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services JOB TITLE Compliance Manager Compliance Specialist Construction Inspector Construction Specialist Corporate Relations Coordinator Corporate Relations Liaison Custodian Customer Care Manager Customer Care Specialist Customer Service Lead Customer Service Representative Customer Service Supervisor DHAP Supervisor Director Assisted Housing Director Community Development Initiatives Director Facilities and Construction Services Director Finance and Accounting Director In-House Counsel Director Non-Profit Housing Director Procurement Director Public Housing-Elderly/Disabled Director Public Housing-Family Director Real Estate and Development Services Director Risk Management and Sustainability Initiatives Director Technology & Telecommunication District Manager dotnet Programmer Electrical Apprentice Electrician Employee Development Officer Employee Performance Specialist Executive Assistant Executive Secretary to the President and CEO Facilities Manager Financial Reporting Manager Foundation Coordinator Fraud Investigator Home Ownership Coordinator Housing Assistance Specialist I Housing Assistance Specialist II Housing Assistance Supervisor Housing Choice Voucher Program Manager Housing Quality Inspections Manager Housing Quality Inspections Supervisor Housing Quality Inspector Bill Rate (Cost to SAHA) Conversion Rate Time Required to Convert at no charge to SAHA HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 44

45 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services JOB TITLE Bill Rate (Cost to SAHA) Conversion Rate Time Required to Convert at no charge to SAHA Human Resources Assistant Human Resources Representative I Human Resources Representative II Human Resources Supervisor HVAC Mechanic HVAC Mechanic Supervisor Intergovernmental Affairs Liaison Internal Audit Manager Investigations Supervisor Investigative Unit Investigator Investigative Unit Supervisor IT Project Coordinator ITS Manager JDE CNC Administrator LAN Administrator Legacy System Administrator Legal and Compliance Officer Mail Clerk Maintenance Supervisor Maintenance Technician Maintenance Technician Trainee Management Analyst Management Apprentice Program (MAP) Operations Support Coordinator Painter Payroll Administrator PC / LAN Manager PC Maintenance Technician I PC Maintenance Technician II PIC Coordinator Plumber Plumber Supervisor Police Department Liaison Policy and Process Improvements Manager Porter Procurement Supervisor Program Manager-Customer Care Programs Trainer Project Manager I Project Manager II Project Specialist Property Manager I (0-200 Units) / Trainee Property Manager II ( Units) Property Manager III (over 400 Units) HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 45

46 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services JOB TITLE Bill Rate (Cost to SAHA) Conversion Rate Time Required to Convert at no charge to SAHA Public Affairs and Personnel Officer Purchasing Agent Quality Control Specialist Real Estate Specialist Real Estate Specialist II Records Retention Manager Refuse Collection Operator Risk Specialist Safety Coordinator Security Officer (Uniform) Security Supervisor Senior Accounting Supervisor Senior Housing Assistance Specialist Senior Human Resources Manager Senior Maintenance Technician Software Systems Manager Telecommunications Manager Telecommunications Specialist Trades Superintendent Warehouse Assistant Web Administrator/Graphic Designer Welder Welding Supervisor Cost for Executive Recruitment Percentage of salary % Cost for Direct Hire Personnel Percentage of salary % HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 46

47 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services Addenda Acknowledgements Addendum #1 Addendum #2 Addendum #3 Addendum #4 Date Date Date Date Signature Date Printed Name Company address if available HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 47

48 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services Bidder s Certification By signing below, Bidder certifies that the following statements are true and correct: 1. He/she has full authority to bind Bidder and that no member of Bidder s organization is disbarred, suspended or otherwise prohibited from contracting with any federal, state or local agency; 2. Items for which bids were provided herein will be delivered as specified in the bid, 3. Bidder proposes to furnish and deliver in accordance with the terms, conditions, and specifications embodied herein, all of which terms, conditions, and specifications are hereby accepted and made a part of this bid, all materials and supplies, which are described on the bid worksheets herein and opposite of which prices have been entered, at the price or prices quoted, subject to valid price reductions as hereafter defined, as ordered for delivery, by SAHA, 4. Bidder agrees that this bid shall remain open and valid for at least a period of 60 days from the date of the Bid Opening and that this bid shall constitute an offer, which, if accepted by SAHA and subject to the terms and conditions of such acceptance, shall result in a contract between SAHA and the undersigned Bidder, 5. He/she has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, or service to a public servant in connection with this bid, 6. Bidder, nor the firm, corporation, partnership, or institution represented by the Bidder, or anyone acting for such firm, corporation or institution has violated the antitrust laws of the State of Texas or the Federal Antitrust laws, nor communicated directly or indirectly the bid made to any competitor or any other person engaged in such line of business, 7. Bidder has not received compensation for participation in the preparation of the specifications for this IFB, and 8. The individual or business entity named in this bid is eligible to receive the specified payment and acknowledges that this Contract may be terminated and payment may be withheld if this certification is inaccurate, SIGNED: (Print Name) (Print Company Name) (Company Phone & Fax & Address) (Date) HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 48

49 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services ATTACHMENT B HUF FORMS & Conflict Of Interest Questionnaire HUD Form 5369-B (8-93) Instructions to Offerors HUD Form 5369-C (8-93) Certifications & Representations HUD Form 5370-C Section I & II (10-06) General Conditions HUD Form 2992 Debarment & Suspension Conflict of Interest Questionnaire HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 49

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52 Certifications and Representations of Offerors Non-Construction Contract U.S. Department of Housing and Urban Development Office of Public and Indian Housing Public reporting burden for this collection of information is estimated to average 5 minutes per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. This form includes clauses required by OMB s common rule on bidding/offering procedures, implemented by HUD in 24 CFR 85.36, and those requirements set forth in Executive Order for small, minority, women-owned businesses, and certifications for independent price determination, and conflict of interest. The form is required for nonconstruction contracts awarded by Housing Agencies (HAs). The form is used by bidders/offerors to certify to the HA's Contracting Officer for contract compliance. If the form were not used, HAs would be unable to enforce their contracts. Responses to the collection of information are required to obtain a benefit or to retain a benefit. The information requested does not lend itself to confidentiality. 1. Contingent Fee Representation and Agreement (a) The bidder/offeror represents and certifies as part of its bid/ offer that, except for full-time bona fide employees working solely for the bidder/offeror, the bidder/offeror: (1) [ ] has, [ ] has not employed or retained any person or company to solicit or obtain this contract; and (2) [ ] has, [ ] has not paid or agreed to pay to any person or company employed or retained to solicit or obtain this contract any commission, percentage, brokerage, or other fee contingent upon or resulting from the award of this contract. (b) If the answer to either (a)(1) or (a) (2) above is affirmative, the bidder/offeror shall make an immediate and full written disclosure to the PHA Contracting Officer. (c) Any misrepresentation by the bidder/offeror shall give the PHA the right to (1) terminate the resultant contract; (2) at its discretion, to deduct from contract payments the amount of any commission, percentage, brokerage, or other contingent fee; or (3) take other remedy pursuant to the contract. 2. Small, Minority, Women-Owned Business Concern Representation The bidder/offeror represents and certifies as part of its bid/ offer that it: (a) [ ] is, [ ] is not a small business concern. Small business concern, as used in this provision, means a concern, including its affiliates, that is independently owned and operated, not dominant in the field of operation in which it is bidding, and qualified as a small business under the criteria and size standards in 13 CFR 121. (b) [ ] is, [ ] is not a women-owned small business concern. Women-owned, as used in this provision, means a small business that is at least 51 percent owned by a woman or women who are U.S. citizens and who also control and operate the business. (c) [ ] is, [ ] is not a minority enterprise which, pursuant to Executive Order 11625, is defined as a business which is at least 51 percent owned by one or more minority group members or, in the case of a publicly owned business, at least 51 percent of its voting stock is owned by one or more minority group members, and whose management and daily operations are controlled by one or more such individuals. For the purpose of this definition, minority group members are: (Check the block applicable to you) [ ] Black Americans [ ] Asian Pacific Americans [ ] Hispanic Americans [ ] Asian Indian Americans [ ] Native Americans [ ] Hasidic Jewish Americans 3. Certificate of Independent Price Determination (a) The bidder/offeror certifies that (1) The prices in this bid/offer have been arrived at independently, without, for the purpose of restricting competition, any consultation, communication, or agreement with any other bidder/offeror or competitor relating to (i) those prices, (ii) the intention to submit a bid/offer, or (iii) the methods or factors used to calculate the prices offered; (2) The prices in this bid/offer have not been and will not be knowingly disclosed by the bidder/offeror, directly or indirectly, to any other bidder/offeror or competitor before bid opening (in the case of a sealed bid solicitation) or contract award (in the case of a negotiated solicitation) unless otherwise required by law; and (3) No attempt has been made or will be made by the bidder/ offeror to induce any other concern to submit or not to submit a bid/offer for the purpose of restricting competition. (b) Each signature on the bid/offer is considered to be a certification by the signatory that the signatory: (1) Is the person in the bidder/offeror s organization responsible for determining the prices being offered in this bid or proposal, and that the signatory has not participated and will not participate in any action contrary to subparagraphs (a)(l) through (a)(3) above; or (2) (i) Has been authorized, in writing, to act as agent for the following principals in certifying that those principals have not participated, and will not participate in any action contrary to subparagraphs (a)(l) through (a)(3) above (insert full name of person(s) in the bidder/offeror s organization responsible for determining the prices offered in this bid or proposal, and the title of his or her position in the bidder/offeror s organization); (ii) As an authorized agent, does certify that the principals named in subdivision (b)(2)(i) above have not participated, and will not participate, in any action contrary to subparagraphs (a)(l) through (a)(3) above; and Previous edition is obsolete page 1 of 2 form HUD-5369-C (8/93) ref. Handbook

53 (iii) As an agent, has not personally participated, and will not participate in any action contrary to subparagraphs (a)(l) through (a)(3) above. (c) If the bidder/offeror deletes or modifies subparagraph (a)2 above, the bidder/offeror must furnish with its bid/offer a signed statement setting forth in detail the circumstances of the disclosure. 6. Conflict of Interest In the absence of any actual or apparent conflict, the offeror, by submission of a proposal, hereby warrants that to the best of its knowledge and belief, no actual or apparent conflict of interest exists with regard to my possible performance of this procurement, as described in the clause in this solicitation titled Organizational Conflict of Interest. 4. Organizational Conflicts of Interest Certification (a) The Contractor warrants that to the best of its knowledge and belief and except as otherwise disclosed, it does not have any organizational conflict of interest which is defined as a situation in which the nature of work under a proposed contract and a prospective contractor s organizational, financial, contractual or other interest are such that: (i) Award of the contract may result in an unfair competitive advantage; (ii) The Contractor s objectivity in performing the contract work may be impaired; or (iii) That the Contractor has disclosed all relevant information and requested the HA to make a determination with respect to this Contract. (b) The Contractor agrees that if after award he or she discovers an organizational conflict of interest with respect to this contract, he or she shall make an immediate and full disclosure in writing to the HA which shall include a description of the action which the Contractor has taken or intends to eliminate or neutralize the conflict. The HA may, however, terminate the Contract for the convenience of HA if it would be in the best interest of HA. (c) In the event the Contractor was aware of an organizational conflict of interest before the award of this Contract and intentionally did not disclose the conflict to the HA, the HA may terminate the Contract for default. (d) The Contractor shall require a disclosure or representation from subcontractors and consultants who may be in a position to influence the advice or assistance rendered to the HA and shall include any necessary provisions to eliminate or neutralize conflicts of interest in consultant agreements or subcontracts involving performance or work under this Contract. 7. Offeror's Signature The offeror hereby certifies that the information contained in these certifications and representations is accurate, complete, and current. Signature & Date: Typed or Printed Name: Title: 5. Authorized Negotiators (RFPs only) The offeror represents that the following persons are authorized to negotiate on its behalf with the PHA in connection with this request for proposals: (list names, titles, and telephone numbers of the authorized negotiators): Previous edition is obsolete page 2 of 2 form HUD-5369-C (8/93) ref. Handbook

54 General Conditions for Non-Construction Contracts Section I (With or without Maintenance Work) U.S. Department of Housing and Urban Development Office of Public and Indian Housing Office of Labor Relations OMB Approval No (exp. 12/31/2011) Public Reporting Burden for this collection of information is estimated to average 0.08 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Reports Management Officer, Office of Information Policies and Systems, U.S. Department of Housing and Urban Development, Washington, D.C ; and to the Office of Management and Budget, Paperwork Reduction Project ( ), Washington, D.C Do not send this completed form to either of these addressees. Applicability. This form HUD-5370-C has 2 Sections. These Sections must be inserted into non-construction contracts as described below: 1) Non-construction contracts (without maintenance) greater than $100,000 - use Section I; 2) Maintenance contracts (including nonroutine maintenance as defined at 24 CFR ) greater than $2,000 but not more than $100,000 - use Section II; and 3) Maintenance contracts (including nonroutine maintenance), greater than $100,000 use Sections I and II. ==================================================== Section I - Clauses for All Non-Construction Contracts greater than $100,000 ==================================================== 1. Definitions The following definitions are applicable to this contract: (a) "Authority or Housing Authority (HA)" means the Housing Authority. (b) "Contract" means the contract entered into between the Authority and the Contractor. It includes the contract form, the Certifications and Representations, these contract clauses, and the scope of work. It includes all formal changes to any of those documents by addendum, Change Order, or other modification. (c) "Contractor" means the person or other entity entering into the contract with the Authority to perform all of the work required under the contract. (d) "Day" means calendar days, unless otherwise stated. (e) "HUD" means the Secretary of Housing and Urban development, his delegates, successors, and assigns, and the officers and employees of the United States Department of Housing and Urban Development acting for and on behalf of the Secretary. 2. Changes (a) The HA may at any time, by written order, and without notice to the sureties, if any, make changes within the general scope of this contract in the services to be performed or supplies to be delivered. (b) If any such change causes an increase or decrease in the hourly rate, the not-to-exceed amount of the contract, or the time required for performance of any part of the work under this contract, whether or not changed by the order, or otherwise affects the conditions of this contract, the HA shall make an equitable adjustment in the not-to-exceed amount, the hourly rate, the delivery schedule, or other affected terms, and shall modify the contract accordingly. (c) The Contractor must assert its right to an equitable adjustment under this clause within 30 days from the date of receipt of the written order. However, if the HA decides that the facts justify it, the HA may receive and act upon a proposal submitted before final payment of the contract. (d) Failure to agree to any adjustment shall be a dispute under clause Disputes, herein. However, nothing in this clause shall excuse the Contractor from proceeding with the contract as changed. (e) No services for which an additional cost or fee will be charged by the Contractor shall be furnished without the prior written consent of the HA. 3. Termination for Convenience and Default (a) The HA may terminate this contract in whole, or from time to time in part, for the HA's convenience or the failure of the Contractor to fulfill the contract obligations (default). The HA shall terminate by delivering to the Contractor a written Notice of Termination specifying the nature, extent, and effective date of the termination. Upon receipt of the notice, the Contractor shall: (i) immediately discontinue all services affected (unless the notice directs otherwise); and (ii) deliver to the HA all information, reports, papers, and other materials accumulated or generated in performing this contract, whether completed or in process. (b) If the termination is for the convenience of the HA, the HA shall be liable only for payment for services rendered before the effective date of the termination. (c) If the termination is due to the failure of the Contractor to fulfill its obligations under the contract (default), the HA may (i) require the Contractor to deliver to it, in the manner and to the extent directed by the HA, any work as described in subparagraph (a)(ii) above, and compensation be determined in accordance with the Changes clause, paragraph 2, above; (ii) take over the work and prosecute the same to completion by contract or otherwise, and the Contractor shall be liable for any additional cost incurred by the HA; (iii) withhold any payments to the Contractor, for the purpose of off-set or partial payment, as the case may be, of amounts owed to the HA by the Contractor. (d) If, after termination for failure to fulfill contract obligations (default), it is determined that the Contractor had not failed, the termination shall be deemed to have been effected for the convenience of the HA, and the Contractor shall been titled to payment as described in paragraph (b) above. (e) Any disputes with regard to this clause are expressly made subject to the terms of clause titled Disputes herein. 4. Examination and Retention of Contractor's Records (a) The HA, HUD, or Comptroller General of the United States, or any of their duly authorized representatives shall, until 3 years after final payment under this contract, have access to and the right to examine any of the Contractor's directly pertinent books, documents, papers, or other records involving transactions related to this contract for the purpose of making audit, examination, excerpts, and transcriptions. Section I - Page 1 of 6 form HUD-5370-C (10/2006)

55 (b) The Contractor agrees to include in first-tier subcontracts under this contract a clause substantially the same as paragraph (a) above. "Subcontract," as used in this clause, excludes purchase orders not exceeding $10,000. (c) The periods of access and examination in paragraphs (a) and (b) above for records relating to: (i) appeals under the clause titled Disputes; (ii) litigation or settlement of claims arising from the performance of this contract; or, (iii) costs and expenses of this contract to which the HA, HUD, or Comptroller General or any of their duly authorized representatives has taken exception shall continue until disposition of such appeals, litigation, claims, or exceptions. 5. Rights in Data (Ownership and Proprietary Interest) The HA shall have exclusive ownership of, all proprietary interest in, and the right to full and exclusive possession of all information, materials and documents discovered or produced by Contractor pursuant to the terms of this Contract, including but not limited to reports, memoranda or letters concerning the research and reporting tasks of this Contract. 6. Energy Efficiency The contractor shall comply with all mandatory standards and policies relating to energy efficiency which are contained in the energy conservation plan issued in compliance with the Energy Policy and Conservation Act (Pub.L ) for the State in which the work under this contract is performed. 7. Disputes (a) All disputes arising under or relating to this contract, except for disputes arising under clauses contained in Section III, Labor Standards Provisions, including any claims for damages for the alleged breach there of which are not disposed of by agreement, shall be resolved under this clause. (b) All claims by the Contractor shall be made in writing and submitted to the HA. A claim by the HA against the Contractor shall be subject to a written decision by the HA. (c) The HA shall, with reasonable promptness, but in no event in no more than 60 days, render a decision concerning any claim hereunder. Unless the Contractor, within 30 days after receipt of the HA's decision, shall notify the HA in writing that it takes exception to such decision, the decision shall be final and conclusive. (d) Provided the Contractor has (i) given the notice within the time stated in paragraph (c) above, and (ii) excepted its claim relating to such decision from the final release, and (iii) brought suit against the HA not later than one year after receipt of final payment, or if final payment has not been made, not later than one year after the Contractor has had a reasonable time to respond to a written request by the HA that it submit a final voucher and release, whichever is earlier, then the HA's decision shall not be final or conclusive, but the dispute shall be determined on the merits by a court of competent jurisdiction. (e) The Contractor shall proceed diligently with performance of this contract, pending final resolution of any request for relief, claim, appeal, or action arising under the contract, and comply with any decision of the HA. 8. Contract Termination; Debarment A breach of these Contract clauses may be grounds for termination of the Contract and for debarment or denial of participation in HUD programs as a Contractor and a subcontractor as provided in 24 CFR Part Assignment of Contract The Contractor shall not assign or transfer any interest in this contract; except that claims for monies due or to become due from the HA under the contract may be assigned to a bank, trust company, or other financial institution. If the Contractor is a partnership, this contract shall inure to the benefit of the surviving or remaining member(s) of such partnership approved by the HA. 10. Certificate and Release Prior to final payment under this contract, or prior to settlement upon termination of this contract, and as a condition precedent thereto, the Contractor shall execute and deliver to the HA a certificate and release, in a form acceptable to the HA, of all claims against the HA by the Contractor under and by virtue of this contract, other than such claims, if any, as may be specifically excepted by the Contractor in stated amounts set forth therein. 11. Organizational Conflicts of Interest (a) The Contractor warrants that to the best of its knowledge and belief and except as otherwise disclosed, it does not have any organizational conflict of interest which is defined as a situation in which the nature of work under this contract and a contractor's organizational, financial, contractual or other interests are such that: (i) Award of the contract may result in an unfair competitive advantage; or (ii) The Contractor's objectivity in performing the contract work may be impaired. (b) The Contractor agrees that if after award it discovers an organizational conflict of interest with respect to this contract or any task/delivery order under the contract, he or she shall make an immediate and full disclosure in writing to the Contracting Officer which shall include a description of the action which the Contractor has taken or intends to take to eliminate or neutralize the conflict. The HA may, however, terminate the contract or task/delivery order for the convenience of the HA if it would be in the best interest of the HA. (c) In the event the Contractor was aware of an organizational conflict of interest before the award of this contract and intentionally did not disclose the conflict to the Contracting Officer, the HA may terminate the contract for default. (d) The terms of this clause shall be included in all subcontracts and consulting agreements wherein the work to be performed is similar to the service provided by the prime Contractor. The Contractor shall include in such subcontracts and consulting agreements any necessary provisions to eliminate or neutralize conflicts of interest. 12. Inspection and Acceptance (a) The HA has the right to review, require correction, if necessary, and accept the work products produced by the Contractor. Such review(s) shall be carried out within 30 days so as to not impede the work of the Contractor. Any Section I - Page 2 of 6 Form HUD-5370-C (10/2006)

56 product of work shall be deemed accepted as submitted if the HA does not issue written comments and/or required corrections within 30 days from the date of receipt of such product from the Contractor. (b) The Contractor shall make any required corrections promptly at no additional charge and return a revised copy of the product to the HA within 7 days of notification or a later date if extended by the HA. (c) Failure by the Contractor to proceed with reasonable promptness to make necessary corrections shall be a default. If the Contractor's submission of corrected work remains unacceptable, the HA may terminate this contract (or the task order involved) or reduce the contract price or cost to reflect the reduced value of services received. 13. Interest of Members of Congress No member of or delegate to the Congress of the United States of America or Resident Commissioner shall be admitted to any share or part of this contract or to any benefit to arise there from, but this provision shall not be construed to extend to this contract if made with a corporation for its general benefit. 14. Interest of Members, Officers, or Employees and Former Members, Officers, or Employees No member, officer, or employee of the HA, no member of the governing body of the locality in which the project is situated, no member of the governing body in which the HA was activated, and no other pubic official of such locality or localities who exercises any functions or responsibilities with respect to the project, shall, during his or her tenure, or for one year thereafter, have any interest, direct or indirect, in this contract or the proceeds thereof. 15. Limitation on Payments to Influence Certain Federal Transactions (a) Definitions. As used in this clause: "Agency", as defined in 5 U.S.C. 552(f), includes Federal executive departments and agencies as well as independent regulatory commissions and Government corporations, as defined in 31 U.S.C. 9101(1). "Covered Federal Action" means any of the following Federal actions: (i) The awarding of any Federal contract; (ii) The making of any Federal grant; (iii) The making of any Federal loan; (iv) The entering into of any cooperative agreement; and, (v) The extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. Covered Federal action does not include receiving from an agency a commitment providing for the United States to insure or guarantee a loan. "Indian tribe" and "tribal organization" have the meaning provided in section 4 of the Indian Self-Determination and Education Assistance Act (25 U.S.C. 450B). Alaskan Natives are included under the definitions of Indian tribes in that Act. "Influencing or attempting to influence" means making, with the intent to influence, any communication to or appearance before an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with any covered Federal action. "Local government" means a unit of government in a State and, if chartered, established, or otherwise recognized by a State for the performance of a governmental duty, including a local public authority, a special district, an intrastate district, a council of governments, a sponsor group representative organization, and any other instrumentality of a local government. "Officer or employee of an agency" includes the following individuals who are employed by an agency: (i) An individual who is appointed to a position in the Government under title 5, U.S.C., including a position under a temporary appointment; (ii) A member of the uniformed services as defined in section 202, title 18, U.S.C.; (iii) A special Government employee as defined in section 202, title 18, U.S.C.; and, (iv) An individual who is a member of a Federal advisory committee, as defined by the Federal Advisory Committee Act, title 5, appendix 2. Person" means an individual, corporation, company, association, authority, firm, partnership, society, State, and local government, regardless of whether such entity is operated for profit or not for profit. This term excludes an Indian tribe, tribal organization, or other Indian organization with respect to expenditures specifically permitted by other Federal law. "Recipient" includes all contractors, subcontractors at any tier, and subgrantees at any tier of the recipient of funds received in connection with a Federal contract, grant, loan, or cooperative agreement. The term excludes an Indian tribe, tribal organization, or any other Indian organization with respect to expenditures specifically permitted by other Federal law. "Regularly employed means, with respect to an officer or employee of a person requesting or receiving a Federal contract, grant, loan, or cooperative agreement, an officer or employee who is employed by such person for at least 130 working days within one year immediately preceding the date of the submission that initiates agency consideration of such person for receipt of such contract, grant, loan, or cooperative agreement. An officer or employee who is employed by such person for less than 130 working days within one year immediately preceding the date of submission that initiates agency consideration of such person shall be considered to be regularly employed as soon as he or she is employed by such person for 130 working days. "State" means a State of the United States, the District of Columbia, the Commonwealth of Puerto Rico, a territory or possession of the United States, an agency or instrumentality of a State, and a multi-state, regional, or interstate entity having governmental duties and powers. (b) Prohibition. (i) Section 1352 of title 31, U.S.C. provides in part that no appropriated funds may be expended by the recipient of a Federal contract, grant, loan, or cooperative agreement to pay any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with any of the following covered Federal actions: the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (ii) The prohibition does not apply as follows: Section I - Page 3 of 6 Form HUD-5370-C (10/2006)

57 (1) Agency and legislative liaison by Own Employees. (a) The prohibition on the use of appropriated funds, in paragraph (i) of this section, does not apply in the case of a payment of reasonable compensation made to an officer or employee of a person requesting or receiving a Federal contract, grant, loan, or cooperative agreement, if the payment is for agency and legislative activities not directly related to a covered Federal action. (b) For purposes of paragraph (b)(i)(1)(a) of this clause, providing any information specifically requested by an agency or Congress is permitted at any time. (c) The following agency and legislative liaison activities are permitted at any time only where they are not related to a specific solicitation for any covered Federal action: (1) Discussing with an agency (including individual demonstrations) the qualities and characteristics of the person's products or services, conditions or terms of sale, and service capabilities; and, (2) Technical discussions and other activities regarding the application or adaptation of the person's products or services for an agency's use. (d) The following agency and legislative liaison activities are permitted where they are prior to formal solicitation of any covered Federal action: (1) Providing any information not specifically requested but necessary for an agency to make an informed decision about initiation of a covered Federal action; (2) Technical discussions regarding the preparation of an unsolicited proposal prior to its official submission; and (3) Capability presentations by persons seeking awards from an agency pursuant to the provisions of the Small Business Act, as amended by Public Law and other subsequent amendments. (e) Only those activities expressly authorized by subdivision (b)(ii)(1)(a) of this clause are permitted under this clause. (2) Professional and technical services. (a) The prohibition on the use of appropriated funds, in subparagraph (b)(i) of this clause, does not apply in the case of- (i) A payment of reasonable compensation made to an officer or employee of a person requesting or receiving a covered Federal action or an extension, continuation, renewal, amendment, or modification of a covered Federal action, if payment is for professional or technical services rendered directly in the preparation, submission, or negotiation of any bid, proposal, or application for that Federal action or for meeting requirements imposed by or pursuant to law as a condition for receiving that Federal action. (ii) Any reasonable payment to a person, other than an officer or employee of a person requesting or receiving a covered Federal action or an extension, continuation, renewal, amendment, or modification of a covered Federal action if the payment is for professional or technical services rendered directly in the preparation, submission, or negotiation of any bid, proposal, or application for that Federal action or for meeting requirements imposed by or pursuant to law as a condition for receiving that Federal action. Persons other than officers or employees of a person requesting or receiving a covered Federal action include consultants and trade associations. (b) For purposes of subdivision (b)(ii)(2)(a) of clause, "professional and technical services" shall be limited to advice and analysis directly applying any professional or technical discipline. (c) Requirements imposed by or pursuant to law as a condition for receiving a covered Federal award include those required by law or regulation, or reasonably expected to be required by law or regulation, and any other requirements in the actual award documents. (d) Only those services expressly authorized by subdivisions (b)(ii)(2)(a)(i) and (ii) of this section are permitted under this clause. (iii) Selling activities by independent sales representatives. (c) The prohibition on the use of appropriated funds, in subparagraph (b)(i) of this clause, does not apply to the following selling activities before an agency by independent sales representatives, provided such activities are prior to formal solicitation by an agency and are specifically limited to the merits of the matter: (i) Discussing with an agency (including individual demonstration) the qualities and characteristics of the person's products or services, conditions or terms of sale, and service capabilities; and (ii) Technical discussions and other activities regarding the application or adaptation of the person's products or services for an agency's use. (d) Agreement. In accepting any contract, grant, cooperative agreement, or loan resulting from this solicitation, the person submitting the offer agrees not to make any payment prohibited by this clause. (e) Penalties. Any person who makes an expenditure prohibited under paragraph (b) of this clause shall be subject to civil penalties as provided for by 31 U.S.C An imposition of a civil penalty does not prevent the Government from seeking any other remedy that may be applicable. (f) Cost Allowability. Nothing in this clause is to be interpreted to make allowable or reasonable any costs which would be unallowable or unreasonable in accordance with Part 31 of the Federal Acquisition Regulation (FAR), or OMB Circulars dealing with cost allowability for recipients of assistance agreements. Conversely, costs made specifically unallowable by the requirements in this clause will not be made allowable under any of the provisions of FAR Part 31 or the relevant OMB Circulars. Section I - Page 4 of 6 Form HUD-5370-C (10/2006)

58 16. Equal Employment Opportunity During the performance of this contract, the Contractor agrees as follows: (a) The Contractor shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. (b) The Contractor shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to (1) employment; (2) upgrading; (3) demotion; (4) transfer; (5) recruitment or recruitment advertising; (6) layoff or termination; (7) rates of pay or other forms of compensation; and (8) selection for training, including apprenticeship. (c) The Contractor shall post in conspicuous places available to employees and applicants for employment the notices to be provided by the Contracting Officer that explain this clause. (d) The Contractor shall, in all solicitations or advertisements for employees placed by or on behalf of the Contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. (e) The Contractor shall send, to each labor union or representative of workers with which it has a collective bargaining agreement or other contract or understanding, the notice to be provided by the Contracting Officer advising the labor union or workers' representative of the Contractor's commitments under this clause, and post copies of the notice in conspicuous places available to employees and applicants for employment. (f) The Contractor shall comply with Executive Order 11246, as amended, and the rules, regulations, and orders of the Secretary of Labor. (g) The Contractor shall furnish all information and reports required by Executive Order 11246, as amended and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto. The Contractor shall permit access to its books, records, and accounts by the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regulations, and orders. (h) In the event of a determination that the Contractor is not in compliance with this clause or any rule, regulation, or order of the Secretary of Labor, this contract may be canceled, terminated, or suspended in whole or in part, and the Contractor may be declared ineligible for further Government contracts, or federally assisted construction contracts under the procedures authorized in Executive Order 11246, as amended. In addition, sanctions may be imposed and remedies invoked against the Contractor as provided in Executive Order 11246, as amended, the rules, regulations, and orders of the Secretary of Labor, or as otherwise provided by law. (i) The Contractor shall include the terms and conditions of this clause in every subcontract or purchase order unless exempted by the rules, regulations, or orders of the Secretary of Labor issued under Executive Order 11246, as amended, so that these terms and conditions will be binding upon each subcontractor or vendor. The Contractor shall take such action with respect to any subcontractor or purchase order as the Secretary of Housing and Urban Development or the Secretary of Labor may direct as a means of enforcing such provisions, including sanctions for noncompliance; provided that if the Contractor becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of such direction, the Contractor may request the United States to enter into the litigation to protect the interests of the United States. 17. Dissemination or Disclosure of Information No information or material shall be disseminated or disclosed to the general public, the news media, or any person or organization without prior express written approval by the HA. 18. Contractor's Status It is understood that the Contractor is an independent contractor and is not to be considered an employee of the HA, or assume any right, privilege or duties of an employee, and shall save harmless the HA and its employees from claims suits, actions and costs of every description resulting from the Contractor's activities on behalf of the HA in connection with this Agreement. 19. Other Contractors HA may undertake or award other contracts for additional work at or near the site(s) of the work under this contract. The contractor shall fully cooperate with the other contractors and with HA and HUD employees and shall carefully adapt scheduling and performing the work under this contract to accommodate the additional work, heeding any direction that may be provided by the Contracting Officer. The contractor shall not commit or permit any act that will interfere with the performance of work by any other contractor or HA employee. 20. Liens The Contractor is prohibited from placing a lien on HA's property. This prohibition shall apply to all subcontractors. 21. Training and Employment Opportunities for Residents in the Project Area (Section 3, HUD Act of 1968; 24 CFR 135) (a) The work to be performed under this contract is subject to the requirements of section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701u (section 3). The purpose of section 3 is to ensure that employment and other economic opportunities generated by HUD assistance or HUD-assisted projects covered by section 3, shall, to the greatest extent feasible, be directed to low- and very low-income persons, particularly persons who are recipients of HUD assistance for housing. (b) The parties to this contract agree to comply with HUD's regulations in 24 CFR Part 135, which implement section 3. As evidenced by their execution of this contract, the parties to this contract certify that they are under no contractual or other impediment that would prevent them from complying with the Part 135 regulations. (c) The contractor agrees to send to each labor organization or representative of workers with which the contractor has a collective bargaining agreement or other understanding, if any, a notice advising the labor organization or workers' representative of the contractor's commitments under this section 3 clause, and will post copies of the notice in conspicuous places at the work site where both employees and applicants for training and employment positions can see the notice. The notice shall describe the section 3 preference, shall set forth minimum number and job titles subject to hire, availability of Section I - Page 5 of 6 Form HUD-5370-C (10/2006)

59 apprenticeship and training positions, the qualifications for each; and the name and location of the person(s) taking applications for each of the positions; and the anticipated date the work shall begin. (d) The contractor agrees to include this section 3 clause in every subcontract subject to compliance with regulations in 24 CFR Part 135, and agrees to take appropriate action, as provided in an applicable provision of the subcontract or in this section 3 clause, upon a finding that the subcontractor is in violation of the regulations in 24 CFR Part 135. The contractor will not subcontract with any subcontractor where the contractor has notice or knowledge that the subcontractor has been found in violation of the regulations in 24 CFR Part 135. (e) The contractor will certify that any vacant employment positions, including training positions, that are filled (1) after the contractor is selected but before the contract is executed, and (2) with persons other than those to whom the regulations of 24 CFR Part 135 require employment opportunities to be directed, were not filled to circumvent the contractor's obligations under 24 CFR Part 135. (f) Noncompliance with HUD's regulations in 24 CFR Part 135 may result in sanctions, termination of this contract for default, and debarment or suspension from future HUD assisted contracts. 22. Procurement of Recovered Materials (a) In accordance with Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act, the Contractor shall procure items designated in guidelines of the Environmental Protection Agency (EPA) at 40 CFR Part 247 that contain the highest percentage of recovered materials practicable, consistent with maintaining a satisfactory level of competition. The Contractor shall procure items designated in the EPA guidelines that contain the highest percentage of recovered materials practicable unless the Contractor determines that such items: (1) are not reasonably available in a reasonable period of time; (2) fail to meet reasonable performance standards, which shall be determined on the basis of the guidelines of the National Institute of Standards and Technology, if applicable to the item; or (3) are only available at an unreasonable price. (b) Paragraph (a) of this clause shall apply to items purchased under this contract where: (1) the Contractor purchases in excess of $10,000 of the item under this contract; or (2) during the preceding Federal fiscal year, the Contractor: (i) purchased any amount of the items for use under a contract that was funded with Federal appropriations and was with a Federal agency or a State agency or agency of a political subdivision of a State; and (ii) purchased a total of in excess of $10,000 of the item both under and outside that contract. Section I - Page 6 of 6 Form HUD-5370-C (10/2006)

60 General Conditions for Non-Construction Contracts Section II (With Maintenance Work) U.S. Department of Housing and Urban Development Office of Public and Indian Housing Office of Labor Relations OMB Approval No (exp. 12/31/2011) Public Reporting Burden for this collection of information is estimated to average 0.08 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Reports Management Officer, Office of Information Policies and Systems, U.S. Department of Housing and Urban Development, Washington, D.C ; and to the Office of Management and Budget, Paperwork Reduction Project ( ), Washington, D.C Do not send this completed form to either of these addressees. Applicability. This form HUD-5370C has 2 Sections. These Sections must be inserted into non-construction contracts as described below: 1) Non-construction contracts (without maintenance) greater than $100,000 - use Section I; 2) Maintenance contracts (including nonroutine maintenance as defined at 24 CFR ) greater than $2,000 but not more than $100,000 - use Section II; and 3) Maintenance contracts (including nonroutine maintenance), greater than $100,000 use Sections I and II. ==================================================== Section II Labor Standard Provisions for all Maintenance Contracts greater than $2,000 ==================================================== 1. Minimum Wages (a) All maintenance laborers and mechanics employed under this Contract in the operation of the project(s) shall be paid unconditionally and not less often than semi-monthly, and without subsequent deduction (except as otherwise provided by law or regulations), the full amount of wages due at time of payment computed at rates not less than those contained in the wage determination of the Secretary of Housing and Urban Development which is attached hereto and made a part hereof. Such laborers and mechanics shall be paid the appropriate wage rate on the wage determination for the classification of work actually performed, without regard to skill. Laborers or mechanics performing work in more than one classification may be compensated at the rate specified for each classification for the time actually worked therein; provided, that the employer s payroll records accurately set forth the time spent in each classification in which work is performed. The wage determination, including any additional classifications and wage rates approved by HUD under subparagraph 1(b), shall be posted at all times by the Contractor and its subcontractors at the site of the work in a prominent and accessible place where it can be easily seen by the workers. (b) (i) Any class of laborers or mechanics which is not listed in the wage determination and which is to be employed under the Contract shall be classified in conformance with the wage determination. HUD shall approve an additional classification and wage rate only when the following criteria have been met: (1) The work to be performed by the classification required is not performed by a classification in the wage determination; (2) The classification is utilized in the area by the industry; and (3) The proposed wage rate bears a reasonable relationship to the wage rates contained in the wage determination. (ii) The wage rate determined pursuant to this paragraph shall be paid to all workers performing work 2. Withholding of funds in the classification under this Contract from the first day on which work is performed in the classification. The Contracting Officer, upon his/her own action or upon request of HUD, shall withhold or cause to be withheld from the Contractor under this Contract or any other contract subject to HUD-determined wage rates, with the same prime Contractor, so much of the accrued payments or advances as may be considered necessary to pay laborers and mechanics employed by the Contractor or any subcontractor the full amount of wages required by this clause. In the event of failure to pay any laborer or mechanic employed under this Contract all or part of the wages required under this Contract, the Contracting Officer or HUD may, after written notice to the Contractor, take such action as may be necessary to cause the suspension of any further payment or advance until such violations have ceased. The Public Housing Agency or HUD may, after written notice to the Contractor, disburse such amounts withheld for and on account of the Contractor or subcontractor to the respective employees to whom they are due. 3. Records (a) The Contractor and each subcontractor shall make and maintain for three (3) years from the completion of the work records containing the following for each laborer and mechanic: (i) Name, address and Social Security Number; (ii) Correct work classification or classifications; (iii) Hourly rate or rates of monetary wages paid; (iv) Rate or rates of any fringe benefits provided; (v) Number of daily and weekly hours worked; (vi) Gross wages earned; (vii) Any deductions made; and (viii) Actual wages paid. (b) The Contractor and each subcontractor shall make the records required under paragraph 3(a) available for inspection, copying, or transcription by authorized representatives of HUD or the HA and shall permit such representatives to interview employees during working hours on the job. If the Contractor or any subcontractor fails to make the required records available, HUD or its designee may, after written notice to the Contractor, take such action as may be necessary to cause the suspension of any further payment, advance or guarantee of funds. 4. Apprentices and Trainees (a) Apprentices and trainees will be permitted to work at less than the predetermined rate for the work they perform when they are employed pursuant to and individually registered in: (i) A bona fide apprenticeship program registered with the U.S. Department of Labor, Employment and Training Administration (ETA), Office of Section II - Page 1 of 3 form HUD-5370-C (10/2006)

61 (ii) (iii) Apprenticeship Training, Employer and Labor Services (OATELS), or with a state apprenticeship agency recognized by OATELS, or if a person is employed in his/her first 90 days of probationary employment as an apprentice in such an apprenticeship program, who is not individually registered in the program, but who has been certified by OATELS or a state apprenticeship agency (where appropriate) to be eligible for probationary employment as an apprentice; A trainee program which has received prior approval, evidenced by formal certification by the U.S. Department of Labor, ETA; or A training/trainee program that has received prior approval by HUD. (b) Each apprentice or trainee must be paid at not less than the rate specified in the registered or approved program for the apprentice s/trainee s level of progress, expressed as a percentage of the journeyman hourly rate specified in the applicable wage determination. Apprentices and trainees shall be paid fringe benefits in accordance with the provisions of the registered or approved program. If the program does not specify fringe benefits, apprentices/trainees must be paid the full amount of fringe benefits listed on the wage determination for the applicable classification. (c) The allowable ratio of apprentices or trainees to journeyman on the job site in any craft classification shall not be greater than the ratio permitted to the employer as to the entire work force under the approved program. (d) Any worker employed at an apprentice or trainee wage rate who is not registered in an approved program, and any apprentice or trainee performing work on the job site in excess of the ratio permitted under the approved program, shall be paid not less than the applicable wage rate on the wage determination for the classification of work actually performed. (e) In the event OATELS, a state apprenticeship agency recognized by OATELS or ETA, or HUD, withdraws approval of an apprenticeship or trainee program, the employer will no longer be permitted to utilize apprentices/trainees at less than the applicable predetermined rate for the work performed until an acceptable program is approved. 5. Disputes concerning labor standards (a) Disputes arising out of the labor standards provisions contained in Section II of this form HUD-5370-C, other than those in Paragraph 6, shall be subject to the following procedures. Disputes within the meaning of this paragraph include disputes between the Contractor (or any of its subcontractors) and the HA, or HUD, or the employees or their representatives, concerning payment of prevailing wage rates or proper classification. The procedures in this section may be initiated upon HUD s own motion, upon referral of the HA, or upon request of the Contractor or subcontractor(s). (i) A Contractor and/or subcontractor or other interested party desiring reconsideration of findings of violation by the HA or HUD relating to the payment of straight-time prevailing wages or classification of work shall request such reconsideration by letter postmarked within 30 calendar days of the date of notice of findings issued by the HA or HUD. The request shall set (ii) (iii) forth those findings that are in dispute and the reasons, including any affirmative defenses, with respect to the violations. The request shall be directed to the appropriate HA or HUD official in accordance with instructions contained in the notice of findings or, if the notice does not specify to whom a request should be made, to the Regional Labor Relations Officer (HUD). The HA or HUD official shall, within 60 days (unless otherwise indicated in the notice of findings) after receipt of a timely request for reconsideration, issue a written decision on the findings of violation. The written decision on reconsideration shall contain instructions that any appeal of the decision shall be addressed to the Regional Labor Relations Officer by letter postmarked within 30 calendar days after the date of the decision. In the event that the Regional Labor Relations Officer was the deciding official on reconsideration, the appeal shall be directed to the Director, Office of Labor Relations (HUD). Any appeal must set forth the aspects of the decision that are in dispute and the reasons, including any affirmative defenses, with respect to the violations. The Regional Labor Relations Officer shall, within 60 days (unless otherwise indicated in the decision on reconsideration) after receipt of a timely appeal, issue a written decision on the findings. A decision of the Regional Labor Relations Officer may be appealed to the Director, Office of Labor Relations, by letter postmarked within 30 days of the Regional Labor Relations Officer s decision. Any appeal to the Director must set forth the aspects of the prior decision(s) that are in dispute and the reasons. The decision of the Director, Office of Labor Relations, shall be final. (b) Disputes arising out of the labor standards provisions of paragraph 6 shall not be subject to paragraph 5(a) of this form HUD-5370C. Such disputes shall be resolved in accordance with the procedures of the U.S. Department of Labor set forth in 29 CFR Parts 5, 6 and 7. Disputes within the meaning of this paragraph 5(b) include disputes between the Contractor (or any of its subcontractors) and the HA, HUD, the U.S. Department of Labor, or the employees or their representatives. 6. Contract Work Hours and Safety Standards Act The provisions of this paragraph 6 are applicable only where the amount of the prime contract exceeds $100,000. As used in this paragraph, the terms laborers and mechanics includes watchmen and guards. (a) Overtime requirements. No Contractor or subcontractor contracting for any part of the Contract work which may require or involve the employment of laborers or mechanics shall require or permit any such laborer or mechanic in any workweek in which he or she is employed on such work to work in excess of 40 hours in such workweek unless such laborer or mechanic receives compensation at a rate not less than one and one-half times the basic rate of pay for all hours worked in excess of 40 hours in such workweek. (b) Violation; liability for unpaid wages; liquidated damages. In the event of any violation of the provisions set forth in paragraph 6(a), the Contractor and any Section II - Page 2 of 3 form HUD-5370-C (10/2006)

62 subcontractor responsible therefor shall be liable for the unpaid wages. In addition, such Contractor and subcontractor shall be liable to the United States (in the case of work done under contract for the District of Columbia or a territory, to the District or to such territory), for liquidated damages. Such liquidated damages shall be computed with respect to each individual laborer or mechanic, including watchmen and guards, employed in violation of the provisions set forth in paragraph (a) of this clause, in the sum of $10 for each calendar day on which such individual was required or permitted to work in excess of the standard workweek of 40 hours without payment of the overtime wages required by provisions set forth in paragraph (a) of this clause. (c) Withholding for unpaid wages and liquidated damages. HUD or its designee shall upon its own action or upon written request of an authorized representative of the U.S. Department of Labor withhold or cause to be withheld, from any moneys payable on account of work performed by the Contractor or subcontractor under any such Contract or any federal contract with the same prime Contractor, or any other federally-assisted contract subject to the Contract Work Hours and Safety Standards Act, which is held by the same prime Contractor such sums as may be determined to be necessary to satisfy any liabilities of such Contractor or subcontractor for unpaid wages and liquidated damages as provided in the provisions set forth in paragraph (b) of this clause. 7. Subcontracts The Contractor or subcontractor shall insert in any subcontracts all the provisions contained in this Section II and also a clause requiring the subcontractors to include these provisions in any lower tier subcontracts. The prime Contractor shall be responsible for the compliance by any subcontractor or lower tier subcontractor with all the provisions contained in these clauses. 8. Non-Federal Prevailing Wage Rates Any prevailing wage rate (including basic hourly rate and any fringe benefits), determined under state law to be prevailing, with respect to any employee in any trade or position employed under the Contract, is inapplicable to the contract and shall not be enforced against the Contractor or any subcontractor, with respect to employees engaged under the contract whenever such non-federal prevailing wage rate, exclusive of any fringe benefits, exceeds the applicable wage rate determined by the Secretary of HUD to be prevailing in the locality with respect to such trade or position. Section II - Page 3 of 3 form HUD-5370-C (10/2006)

63 Certification Regarding Debarment and Suspension U.S. Department of Housing and Urban Development Certification A: Certification Regarding Debarment, Suspension, and Other Responsibility Matters - Primary Covered Transactions 1. The prospective primary participant certifies to the best of its knowledge and belief that its principals; a. Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal debarment or agency; b. Have not within a three-year period preceding this proposal, been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State, or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission of embezzlement, theft, forgery, bribery, falsification, or destruction of records, making false statements, or receiving stolen property; c. Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State, or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and d. Have not within a three-year period preceding this application/ proposal had one or more public transactions (Federal, State, or local) terminated for cause or default. 2. Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. Instructions for Certification (A) 1. By signing and submitting this proposal, the prospective primary participant is providing the certification set out below. 2. The inability of a person to provide the certification required below will not necessarily result in denial of participation in this covered transaction. The prospective participant shall submit an explanation of why it cannot provide the certification set out below. The certification or explanation will be considered in connection with the department or agency s determination whether to enter into this transaction. However, failure of the prospective primary participant to furnish a certification or an explanation shall disqualify such person from participation in this transaction. 3. The certification in this clause is a material representation of fact upon which reliance was place when the department or agency determined to enter into this transaction. If it is later determined that the prospective primary participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause of default. 4. The prospective primary participant shall provide immediate written notice to the department or agency to whom this proposal is submitted if at any time the prospective primary participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 5. The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of the rules implementing Executive Order You may contact the department or agency to which this proposal is being submitted for assistance in obtaining a copy of these regulations. 6. The prospective primary participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency entering into this transaction. 7. The prospective primary participant further agrees by submitting this proposal that it will include the clause titled Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion - Lower Tier Covered Transaction, provided by the department or agency entering into this covered transaction, without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. 8. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines this eligibility of its principals. Each participant may, but is not required to, check the Nonprocurement List. 9. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. 10. Except for transactions authorized under paragraph (6) of these instructions, if a participant in a covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency may terminate this transaction for cause of default. Page 1 of 2 form HUD-2992 (3/98)

64 Certification B: Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion - Lower Tier Covered Transactions 1. The prospective lower tier participant certifies, by submission of this proposal, that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency. 2. Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal. Instructions for Certification (B) 1. By signing and submitting this proposal, the prospective lower tier participant is providing the certification set out below. 2. The certification in this clause is a material representation of fact upon which reliance was placed when this transaction was entered into. If it is later determined that the prospective lower tier participant knowingly rendered an erroneous certification, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies, including suspension and/or debarment. 3. The prospective lower tier participant shall provide immediate written notice to the person to which this proposal is submitted if at any time the prospective lower tier participant learns that its certification was erroneous when submitted or has become erroneous by reason of changed circumstances. 4. The terms covered transaction, debarred, suspended, ineligible, lower tier covered transaction, participant, person, primary covered transaction, principal, proposal, and voluntarily excluded, as used in this clause, have the meanings set out in the Definitions and Coverage sections of rules implementing Executive Order You may contact the person to which this proposal is submitted for assistance in obtaining a copy of these regulations. 5. The prospective lower tier participant agrees by submitting this proposal that, should the proposed covered transaction be entered into, it shall not knowingly enter into any lower tier covered transaction with a person who is debarred, suspended, declared ineligible, or voluntarily excluded from participation in this covered transaction, unless authorized by the department or agency with which this transaction originated. 6. The prospective lower tier participant further agrees by submitting this proposal that it will include this clause titled Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion - Lower Tier Covered Transaction, without modification, in all lower tier covered transactions and in all solicitations for lower tier covered transactions. 7. A participant in a covered transaction may rely upon a certification of a prospective participant in a lower tier covered transaction that it is not debarred, suspended, ineligible, or voluntarily excluded from the covered transaction, unless it knows that the certification is erroneous. A participant may decide the method and frequency by which it determines the eligibility of its principals. Each participant may, but is not required to, check the Nonprocurement List. 8. Nothing contained in the foregoing shall be construed to require establishment of a system of records in order to render in good faith the certification required by this clause. The knowledge and information of a participant is not required to exceed that which is normally possessed by a prudent person in the ordinary course of business dealings. 9. Except for transactions authorized under paragraph (5) of these instructions, if a participant in a lower covered transaction knowingly enters into a lower tier covered transaction with a person who is suspended, debarred, ineligible, or voluntarily excluded from participation in this transaction, in addition to other remedies available to the Federal Government, the department or agency with which this transaction originated may pursue available remedies including suspension and/or debarment. Applicant Date Signature of Authorized Certifying Official Title Page 2 of 2 form HUD-2992 (3/98)

65 CONFLICT OF INTEREST QUESTIONNAIRE For vendor or other person doing business with local governmental entity This questionnaire reflects changes made to the law by H.B. 1491, 80th Leg., Regular Session. This questionnaire is being filed in accordance with Chapter 176, Local Government Code by a person who has a business relationship as defined by Section (1-a) with a local governmental entity and the person meets requirements under Section (a). By law this questionnaire must be filed with the records administrator of the local governmental entity not later than the 7th business day after the date the person becomes aware of facts that require the statement to be filed. See Section , Local Government Code. A person commits an offense if the person knowingly violates Section , Local Government Code. An offense under this section is a Class C misdemeanor. FORM CIQ OFFICE USE ONLY Date Received 1 Name of person who has a business relationship with local governmental entity. 2 Check this box if you are filing an update to a previously filed questionnaire. (The law requires that you file an updated completed questionnaire with the appropriate filing authority not later than the 7th business day after the date the originally filed questionnaire becomes incomplete or inaccurate.) 3 Name of local government officer with whom filer has employment or business relationship. Name of Officer This section (item 3 including subparts A, B, C & D) must be completed for each officer with whom the filer has an employment or other business relationship as defined by Section (1-a), Local Government Code. Attach additional pages to this Form CIQ as necessary. A. Is the local government officer named in this section receiving or likely to receive taxable income, other than investment income, from the filer of the questionnaire? Yes No B. Is the filer of the questionnaire receiving or likely to receive taxable income, other than investment income, from or at the direction of the local government officer named in this section AND the taxable income is not received from the local governmental entity? Yes No C. Is the filer of this questionnaire employed by a corporation or other business entity with respect to which the local government officer serves as an officer or director, or holds an ownership of 10 percent or more? Yes No D. Describe each employment or business relationship with the local government officer named in this section. 4 Signature of person doing business with the governmental entity Date Adopted 06/29/2007

66 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services ATTACHMENT C PROFILE OF FIRM FORM HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 50

67 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services PROFILE OF FIRM FORM (Attachment C) (This Form must be fully completed and placed under Tab No. 3 of the hard copy tabbed proposal submittal.) (1) Prime Sub-contractor (This form must be completed by and for each). (2) Name of Firm: Telephone: Fax: (3) Street Address, City, State, Zip: (4) Please attached a brief biography/resume of the company, including the following information: (a) Year Firm Established; (b) Year Firm Established in [JURISDICTION]; (c) Former Name and Year Established (if applicable); (d) Name of Parent Company and Date Acquired (if applicable). (5) Identify Principals/Partners in Firm (Provide resumes for each under Tab No. 3) NAME TITLE % OF OWNERSHIP (6) Identify the individual(s) that will act as project manager and any other supervisory personnel that will work on project; please submit under Tab No. 3 a brief resume for each. (Do not duplicate any resumes required above): NAME TITLE (7) Offerer s Diversity Statement: You must check all of the following that apply to the ownership of this firm and enter where provided the correct percentage (%) of ownership of each: Caucasian Public-Held Government Non-Profit American (Male) Corporation Agency Organization % % % % Resident- (RBE), Minority- (MBE), or Woman-Owned (WBE) Business Enterprise (Qualifies by virtue of 51% or more ownership and active management by one or more of the following: Resident- African Native Hispanic Asian/Pacific Hasidic Asian/Indian Owned* American American American American Jew American % % % % % % % Woman-Owned Woman-Owned Disabled Other (Specify): (MBE) (Caucasian) Veteran % % % % SWMBE Certification Number: Certified by (Agency): (NOTE: A CERTIFICATION/NUMBER NOT REQUIRED TO PROPOSE ENTER IF AVAILABLE) HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 51

68 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services PROFILE OF FIRM FORM continued (Attachment C) (This Form must be fully completed and placed under Tab No. 3 of the hard copy tabbed bid submittal.) (Please initial in the designated area) (8) Federal Tax ID No.: (9) City of San Antonio Business License No.: (10) State of Texas License Type and No.: (11) Has your firm or any member of your firm been a party to litigation with a public entity? If yes, when, with whom and state the circumstances and any resolution. (12) Has your firm or any member of your firm ever sued or been sued by the San Antonio Housing Authority or its affiliated entities? If yes, when and state the circumstances and any resolution of the lawsuit. (13) Has your firm or any member of your firm ever had a claim brought against because of breech of contract or nonperformance? If yes, when and state the circumstances and any resolution of the matter. (14) Debarred Statement: Has this firm, or any principal(s) ever been debarred from providing any services by the Federal Government, any state government, the State of Texas, or any local government agency within or without the State of Texas? Yes No Initials If "Yes," please attach a full detailed explanation, including dates, circumstances and current status. (15) Disclosure Statement: Does this firm or any principals thereof have any current, past personal or professional relationship with any Commissioner or Officer of the HA? Yes No Initials If "Yes," please attach a full detailed explanation, including dates, circumstances and current status. (16) Non-Collusive Affidavit: The undersigned party submitting this proposal hereby certifies that such proposal is genuine and not collusive and that said Offerer has not colluded, conspired, connived or agreed, directly or indirectly, with any Offerer or person, to put in a sham proposal or to refrain from proposing, and has not in any manner, directly or indirectly sought by agreement or collusion, or communication or conference, with any person, to fix the proposal price of affiant or of any other Offerer, to fix overhead, profit or cost element of said proposal price, or that of any other Offerer or to secure any advantage against the SAHA or any person interested in the proposed contract; and that all statements in said proposal are true. Initials (17) Verification Statement: The undersigned Offerer hereby states that by completing and submitting this form he/she is verifying that all information provided herein is, to the best of his/her knowledge, true and accurate, and agrees that if the SAHA discovers that any information entered herein is false, that shall entitle the SAHA to not consider nor make award or to cancel any award with the undersigned party. Initials (18) In performing this contract, the contractor(s) shall comply with any and all applicable federal, state or local laws including but not limited to: Occupational Safety & Health, Equal Employment Opportunity, Immigration and Naturalization, The Americans with Disabilities Act, State Tax and Insurance Law, and the Fair Housing Act. Initials Signature Date Printed Name Company Seal if by Corporation HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 52

69 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services ATTACHMENT D SECTION 3 GUIDELINES AND FORMS HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 53

70 SAN ANTONIO HOUSING AUTHORITY Procurement and Contract Administration Board Resolution No and Program Plan for Compliance with Requirements of Section 3 of the Housing and Urban Development Act of 1968 (12 U.S.C. 1701u) (Section 3) Part 135 Economic Opportunities for Low- and Very Low-Income Persons. Purpose: The purpose of Section 3 of the Housing and Urban Development of 1968 (12 U.S.C. 1701u) (Section 3) is to ensure that employment and other economic and business opportunities generated by HUD Financial Assistance shall be directed to San Antonio Housing Authority (SAHA) Residents and other low- and very low-income persons, particularly those who are recipients of government housing assistance and to business concerns which provide economic opportunities to SAHA Residents and other lowand very low-income persons. General Policy Statement: It is the declared policy of the San Antonio Housing Authority (SAHA) that Equal Employment Opportunities shall be provided for every employee and applicant for employment regardless of race, color, religion, sex, national origin, handicap, or economic status; and, that through the award of contracts to contractors, vendors, and suppliers, that employment and business opportunities be created for residents of SAHA properties and other qualified low- and very low income persons residing within the geographical boundaries of City of San Antonio. This policy does not end with the mere prohibition of discriminatory practices by programs receiving HUD financial assistance or contractors, subcontractors, and vendors contracting with SAHA. SAHA recognizes its obligation as well as the obligation of potential contractors, subcontractors, to develop practical steps to achieve the goal of providing meaningful, full-time permanent employment opportunities, as well as business opportunities to SAHA Residents and other Section 3 eligible persons. Such obligation shall be demonstrated not merely through inclusion of positive or best effort steps, but shall result in a reasonable level of success in the recruitment, employment, and utilization of SAHA Residents and other Section 3 eligible persons and businesses in the workforce and subcontracting of work resulting out of the expenditure of HUD funding. The SAHA s Contracting Officer, through official resolution, shall examine and consider a contractor/vendor s success in providing employment and business opportunities to SAHA Residents prior to acting on any proposed contract award. Numerical Goals for Section 3 Compliance: Consistent with 24 CFR (c)(2), Section 3 is a federal statute that expressly encourages, to the maximum extent feasible. To that end, SAHA has adopted the following numerical goals for meeting the greatest extent feasible requirement to provide economic opportunities to section 3 Residents and Section 3 Business Concerns in the procurement and awarding of modernization-funded construction, maintenance and professional service contracts: NUMERICAL GOALS FOR SECTION 3 COMPLIANCE Areas of Focus (Applies to all contracts) Contractor and Sub-contractor Hiring (full-time, part-time, temporary, Seasonal) applies to construction and maintenance service contracts. Contract Awards (applies to construction contracts). All other Contract Awards (i.e., services, and professional services). Numerical Goal 10% 10% 3% These goals apply to all Contractors as well as any tier Sub-contractor Recipients and Contractors may demonstrate compliance with the greatest extent feasible requirement of Section 3 by meeting the numerical goals set forth in this Section 3 Program for providing training, employment, and contracting opportunities to Section 3 Residents and Section Business Concerns. Efforts to employ Section 3 Residents to the greatest extent feasible should be made at all job levels. SAHA, in its own operations, shall endeavor to achieve the goals of Section 3 and shall provide equal responsibility to its contractors, vendors and suppliers to implement progressive efforts to also attain compliance. In doing so, SAHA shall evaluate contractors compliance towards achieving the goals of Section 3 and ensure a system of leveling sanctions against contractor, vendor, or supplier for non-compliance. Section 3 Program

71 SAN ANTONIO HOUSING AUTHORITY Procurement and Contract Administration The numerical goals established above represent minimum numerical targets and all prospective contractors shall be advised and encouraged to seek Section 3 participation to the greatest extent feasible. Any contractor that meets the minimum numerical goals set forth above will be considered to have complied with the Section 3 requirements. Any contractor that does not meet the numerical goals set forth above has the burden of demonstrating why it was not feasible to meet the numerical goals. In the event no competing contractors were successful in meeting the minimum goals set forth above, SAHA shall consider documentation provided by the contractor evidencing impediments encountered despite actions taken to comply with the Section 3 requirements. Such evidence shall be subject to the satisfaction of the Authority. All contractors submitting bids/proposals to the Housing Authority shall be required to complete certifications, as appropriate, as acknowledgment of the Section 3 contracting and employment provisions as required by this selection. Such certifications shall be supported with adequate evidence to support representations made. The certifications required to be submitted with the bid/proposal consist of the following: h. Certification for business concerns seeking Section 3 preference. e. Contractor certification of efforts to fully comply with Employment and training provisions of Section 3. Prior to the award of any contract, the contractor shall enter into negotiations with SAHA for the purpose of incorporating into the contract a provision, to the greatest extent possible, hiring of Public Housing residents or other Section 3 residents to be trained or employed on the contract. Such resulting provision shall obligate the contractor toward the greatest extent possible, achieving the numerical goals listed above and shall be based on a detailed workforce analysis to be compiled by the contractor and submitted to the Authority prior to award of contract. Definitions: Annual Contributions Contract (ACC) means the contract under the U.S. Housing Act of 1937 (1937 Act) between HUD and the PHA, or between HUD and the IHA that contains the terms and conditions under which HUD assists the PHA or IHA in providing decent, safe, and sanitary housing for low-income families. The ACC must be in the form prescribed by HUD under which HUD agrees to provide assistance in the development, modernization, and/or operation of a low-income housing project under the 1937 Act, and the PHA or IHA agrees to develop, modernize and operate the project in compliance with all provisions of the ACC and the 1937 Act, and all HUD regulations and implementing requirements and procedures. Applicant means any entity which makes an application for section 3 covered assistance, and includes, but is not limited to, and State, unit of local government, public housing agency, Indian housing authority, Indian tribe, or other public body, public or private nonprofit organization, private agency or institution, mortgagor, developer, limited dividend sponsor, builder, property manager, community housing development organization (CHOO), resident manage corporation, resident council, or cooperative association. Contractor means any entity which contracts to perform work generated by the expenditure of section 3 covered assistance, or for work in connection with a section 3 covered project. Department or HUD means the Department of Housing and Urban Development, including its field offices to which authority has been delegated to perform functions under this part. Employment opportunities generated by section 3 covered assistance means all employment opportunities generated by the expenditure of section 3 covered public and Indian housing assistance (i.e., operating assistance, development assistance and modernization assistance, as described in (a) (1)). Housing development means low-income housing owned, developed, or operated by public housing agencies or Indian housing authorities in accordance with HUD s public and Indian housing program regulations codified in 24 CFR Chapter IX. HUD Youth build programs means programs that receive assistance under subtitle D of Title IV of the National Affordable Housing Act, as amended by the Housing and Community Development Act of 1992 (42 U.S.C ), and provide disadvantaged youth with opportunities of employment, education, leadership development, and training in the construction or rehabilitation of housing for homeless individuals and members of low- and very lowincome families. TPA means the Job Training Partnership Act (29 U.S.C. 1579(a)). Metropolitan area means a metropolitan statistical area (MSA), as established by the Office of Management and Budget. Section 3 Program

72 SAN ANTONIO HOUSING AUTHORITY Procurement and Contract Administration New hires mean full-time employees for permanent, temporary or seasonal employment opportunities. Other HUD programs means HUD programs, other than HUD public and Indian housing programs, that provide housing and community development assistance for section 3 covered projects, as defined in this section. Public housing resident has the meaning given this term in 24 CFR part 963. Recipient means any entity, which receives section 3 covered assistance, directly from HUD or from another recipient and includes, but is not limited to, any State, unit of local government, PHA, IHA, Indian tribe, or other public body, public or private nonprofit organization, private agency or institution, mortgagor, developer, limited dividend sponsor, builder, property manager, community housing development organization, resident management corporation, resident council, or cooperative association. Section 3 means section 3 of the Housing and Urban Development Act of 1968, as amended (12 U.S.C. 1701u). Section 3-business concern means a business concern, as defined in this section: (1) That is 51 percent or more owned by section 3 residents; or (2) Whose permanent, full-time employees include persons, at least 30 percent of whom are currently section 3 residents, or within three years of the date of first employment with the business concern were section 3 residents; or (3) That provides evidence of a commitment to subcontract in excess of 25 percent of the dollar award of all subcontracts to be awarded to business concerns that meet the qualifications set forth in paragraphs (1) or (2) in this definition of section 3 business concern. Section 3 covered assistance means: (1) Public and Indian housing development assistance provided pursuant to section 5 of the 1937 Act; (2) Public and Indian housing operating assistance provided pursuant to section 9 of the 1937 Act; (3) Public and Indian housing modernization assistance provided pursuant to section 14 of the 1937 Act. Section 3 covered contract means a contract or subcontract (including a professional service contract) awarded by a recipient or contractor for work generated by the expenditure of section 3 covered assistance, or for work arising in connection with section 3-covered project. Section 3-covered project means the construction, reconstruction, conversion, rehabilitation of housing (including reduction and abatement of lead-based paint hazards), other public construction which includes buildings, maintenance or improvements (regardless of ownership) assisted with housing or community development assistance. Section 3 resident means: (1) A public housing resident; or (2) An individual who resides in the metropolitan area or non-metropolitan county in which the section 3 covered assistance is expended, and who is: I. A low-income person, as this term is defined in section 3(b)(2) of the 1937 Act (42 U.S.C. 1437a(b)(2)). Section 3(b)(2) of the 1937 Act defines this term to mean families (including single persons) whose incomes do not exceed 80% of the median family income for the area, as determined by the Secretary, with adjustments for smaller and larger families, except that the Secretary may establish income ceilings higher or lower than 80% of the median for the area on the basis of the Secretary s findings that such variations are necessary because of prevailing levels of construction costs or unusually high or lowincome families; or II. A very low-income person, as this term is defined in section 3(b)(2) of the 1937 Act (42 U.S.C. 1437a(b)(2). Section 3(b)(2) of the 1937 Act (42 U.S.C. 1437a(b)(2) defines this term to mean families (including single persons) whose incomes do not exceed 50% of the median family income for the area, as determined by the Secretary with adjustments made for smaller or larger families, except that the Secretary may establish income ceilings higher or lower than 50% of the median for the area on the basis of the Secretary s findings that such variations are necessary because of unusually high or low family incomes. (3) A person seeking the training and employment preference provided by section 3 bears the responsibility of providing evidence (if requested) that the person is eligible for the preference. Service area means the geographical area in which the persons benefiting from the section 3-covered project reside. Subcontractor means any entity (other than a person who is an employee of the contractor) which has a contract with a contractor to undertake a portion of the contractor s obligation for the performance of work generated by the Section 3 Program

73 SAN ANTONIO HOUSING AUTHORITY Procurement and Contract Administration expenditure of section covered assistance, or arising in connection with a section 3 covered project. Section 3 joint venture means an association of business concerns, one of which qualifies as a section 3 business concern, formed by written joint venture agreement to engage in and carry out a specific business venture for which purpose the business concerns combine their efforts, resources, and skills for joint profit, but not necessarily on a continuing or permanent basis for conducting business generally, and for which the section 3 business concern: (1) Is responsible for a clearly defined portion of the work to be performed and holds management responsibilities in the joint venture; and (2) Performs at least 25% of the work and is contractually entitled to compensation proportionate to its work. Preference for Section 3 Business Concerns (Contracting) SAHA in accordance with Section 3 of the Housing and Urban development Act of 1968, requires contractors and sub-contractors (including professional service contracts) to direct their efforts towards awarding contracts to section 3 business concerns in the following order of priority and expend greatest extent feasible efforts to achieve, at minimum, the numerical goals established in this section: 1 st Priority Category 1 Section 3 Businesses Business concerns that are 51% or more owned by residents of the housing development(s) for which work is performed, or whose full-time, permanent workforce includes 30% of these persons as employees. 2 nd Priority Category 2 Section 3 Businesses Business concerns that are 51% or more owned by residents of other San Antonio Housing Authority Public Housing developments other than the development(s) where the work is performed or whose full-time permanent workforce includes 30% of these person(s) as employees. 3 rd Priority Category 3 Section 3 Businesses Business concerns that are designated HUD Youth-build programs being carried out in the City of San Antonio. 4 th Priority Category 4 Section Businesses Business concerns that are 51% or more owned by a section 3 resident(s), or whose permanent, full-time workforce includes no less than 30% Section 3 residents (category 4 businesses), or that subcontract in excess of 25% of the total amount of sub-contracts to Section 3 business concerns. A section 3-business concern seeking a contract for a sub-contract shall submit evidence to SAHA, if requested, sufficient to demonstrate to the satisfaction of the Contracting Officer that the business concern is responsible and has the ability to perform successfully under the terms and conditions of the proposed contract. Federal Regulations at 24CFR85.36, concerning the ability of the contractor to perform successfully, requires consideration of the contractor s record in complying with Public Policy requirements, technical capacity, financial capacity and integrity. Section 3 compliance is a matter of properly considered as part of this determination. Preference in Award of Section 3 Contracts Preference in the award of Section 3 contracts that are awarded under the sealed bid procurement process shall be provided in accordance with the following: Sealed bids shall be solicited from all businesses (Section 3 business concerns, and non-section 3 business concerns). An award will be made to the qualified Section 3 business concern with the highest priority ranking and with the lowest responsive bid, provided that bid is; A. Within the maximum total contract price established in the Authority s budget for the project for which bids are being taken. And B. It is not more than X higher than the total bid price of the lowest responsive bid from any responsive bidder. X IS DETERMINED AS FOLLOWS: When the lowest responsive bid is less than $100,000 WHEN THE LOWEST RESPONSIVE BID IS: At least $100,000, but less than $200,000 At least $200,000, but less than $300,000 At least $300,000, but less than $400,000 At least $400,000, but less than $500,000 At least $500,000, but less than $1 Million At least $1 Million, but less than $2 Million At least $2 Million, but less than $4 Million At least $4 Million, but less than $7 Million $7 Million or more X = Lesser of: 10% of that bid or $9,000 9% of that bid or $16,000 8% of that bid or $21,000 7% of that bid or $24,000 6% of that bid or $25,000 5% of that bid or $40,000 4% of that bid or $60,000 3% of that bid or $80,000 2% of that bid or $105, /2% of the lowest bid with no dollar limit Section 3 Program

74 SAN ANTONIO HOUSING AUTHORITY Procurement and Contract Administration Preference in the award of Section 3 contracts that are awarded under the competitive negotiation (qualification based) method of procurement shall be accomplished by providing an evaluation criteria specific to the Section 3 rule and assigning a value equivalent to not more than fifteen (15) percent of the total number of available rating points. Such Section 3 evaluation criteria shall be for the provision of the preference for Section 3 business concerns. Preference for Section 3 Residents (Employment & Training) SAHA, in accordance with Section 3 of the Housing and Urban Development Act of 1968, requires contractors and sub-contractors (including professional service contracts) to direct their efforts toward providing training and employment opportunities to Section 3 residents in the following order of priority and expend greatest extent feasible efforts to achieve at minimum, the numerical goals established in this section: 1 st Priority Category 1 Section 3 Residents Residents of the development for which work is performed. 2 nd Priority Category 2 Section 3 Residents Residents of other Public Housing developments outside of the development(s) where the work is performed. 3 rd Priority Category 3 Section 3 Residents Residents of the City of San Antonio who are participants in HUD Youthbuild programs being carried out in the City. 4 th Priority Category 4 Section 3 Residents Other Section 3 Residents. Certification Procedure: SAHA has its own program of self- certification for individuals and business concerns seeking recognition as a Section 3 resident or Section 3 business concern as defined in this Section 3 Program. SAHA s Procurement and Contract Administration department is charged with administering SAHA s Section 3-certification program. Any Individual or business concern seeking Section 3 preferences in the awarding of contracts or purchase agreements shall complete appropriate certification forms and provide adequate documentation as evidence of eligibility for preference under the Section 3 program. An individual or business concern may apply for certification as a Section 3 resident or Section 3 business concern either prior to bidding for SAHA work or during the actual bidding process. Any business concern that submits certification for preference after receipt of bid will not be considered eligible for Section 3 preference in the evaluation of that specific bid award. Certifications for Section 3 preference for business concerns must be received by SAHA prior to the submission of bids or along with the bid. Certifications for eligibility as a Section 3 resident may be made at any time. Individuals or business concerns seeking to file for Section 3 preference shall contact: A resident seeking preference in training and employment shall certify that he/she is a Section 3 resident by completing the appropriate certification form and attaching adequate proof of Section 3 eligibility. A business concern seeking preference in the awarding of a contract or purchase shall certify that the business concern is a Section 3 business by completing the appropriate certification form and attaching adequate proof of Section 3 eligibility as required. Protest Procedure: SAHA desires to offer to concerned parties a procedure whereby complaints alleging non-compliance with the Section 3 Statute can receive prompt and equitable hearing and resolution. Protest surrounding SAHA s Section 3 program may be submitted in writing to the Section 3 Coordinator: All complaints of non-compliance with the Section 3 Statue shall conform with the following requirements: 6. Complaints shall be filed in writing and shall contain the name, address, and phone number of the person filing the complaint, and a brief description of the alleged violation of the regulations. Complaints shall be filed within thirty (30) calendar days after the complaint becomes aware of the alleged violation. 7. An investigation as may be appropriate, will follow the filing of a complaint. The investigation will be conducted by SAHA s Section 3 Coordinator. These rules contemplate informal, but thorough investigations, affording all interested persons and their representative, if any, an opportunity to submit testimony and/or evidence as may be available and relevant to the complaint. g. Written documentation as to the validity of the complaint and a description of the findings or resolution, if any, will be issued by the Section 3 Coordinator no later than thirty (30) days after the filing of a complaint. In cases where concerned parties wish to have its complaint considered outside of SAHA, a complaint may be filed with the Assistant Secretary for Fair Housing and Equal Opportunity, Department of Housing and Urban Development, Washington, D.C., A complaint must be received no later than 180 days from the date of the action or omission upon which the complaints based, unless the time for filing is extended by the Assistant Secretary for good cause shown. Section 3 Program

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76 Contractor's Section 3 Compliance Report For The San Antonio Housing Authority Prime Contractor: Contract No: Sub-Contractor: Sub-Contractor ID No: Address: Contract Start Date: Contract Completion Date: Telephone No: Contact Person: For Months Of: Reporting Quarter: Prime Contractor ID No: Date of Report: Contract Amount: Type of Service: Methods undertaken to achieve the employment objectives of Section 3 Compliance. (A) (B) (C) (D) No. of New Hires Job Category Total No. of Hours that are New Hires No. of New Hires that are Section 3 Residents Total No. of Hours that are Section 3 Residents No. of Section 3 Employee's and Trainees Total No. of Hours that are Section 3 Employee's and Trainees Certified this day of Totals for This Reporting Period: By: Totals from Contract Start to Date: * Total No. Of all Employees at the beginning of this Contract * Total No. Of all Employees for this Reporting Quarter * Estimated Total No. Of All Employee Hours for this Reporting Quarter Section 3 of the Housing and Urban Development Act of 1968, as amended, 12 U.S.C. 1701u., mandates that the Department ensure that employment and other economic activities generated by its housing and community development assistance programs are directed toward Low- and very low-income persons, particularly those who are recipients of government assistance for housing. The regulations are found at 24 CFR Part 135. The information will be used by the Department to monitor program recipients' compliance with Section 3, to assess the results of the Department's efforts to meet the statutory objectives of Section 3, to prepare reports to HUD, and by recipients as a self-monitoring tool. SAHA Form S b Rev. 05/03/02

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81 APPLICANT SECTION 3 CERTIFICATION FORM Name: Legal Address: City: State: Zip: Phone: or fax: Position Applied For: (All applicants are required to complete and sign this form.) In general, Section 3 gives applicants whose household income in the past year was less than 80% of the area median income a preference in the hiring process so long as they are qualified for the position for which they are applying. Only those applicants who complete the disclosure and meet the Section 3 requirements will be eligible for the preference, HOWEVER, employment offers for applicants claiming a Section 3 preference will be conditional upon providing proof of eligibility at the time of hire. CAUTION: Any applicant falsely claiming a Section 3 preference will immediately be removed from consideration of employment Option 1: I choose not to disclose this information and understand that I will not be granted a Section 3 preference in the hiring process OR Option 2: I choose to disclose the following information to determine if I am eligible for a Section 3 preference (complete questions below) 1. Are you a resident of public housing or Section 8? (Check One) Yes No 2. The number of persons in my household is. 3. From the chart below, locate the number of persons in your household and enter the dollar amount from that box here. # of persons in Household % Area Median Income (FY 2009 Income Limits) $32,050 $36,600 $41,200 $45,750 $49,400 $53,050 $56,750 $60,400 Section 3 Preference Eligibility Test Yes No My legal address is within Bexar County, TX. Yes No My household income last year was equal to or less than the amount listed on Line 3. If the answers to both questions are YES, you are entitled to a Section 3 preference By signing, I certify that all of the information given above is true and accurate and that if found to be inaccurate, I understand that I may be disqualified as an applicant and/or a certified section 3 resident and may be grounds for termination of any employment or contract that resulted from this application and/or certification. Signature DATE: S3-6003b

82 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services ATTACHMENT E JOB DESCRIPTIONS HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 54

83 Department: Property Management Job Type: 727 Pay Grade: 10 Exempt/ Non-Exempt: Non-Exempt WELDING SUPERVISOR SUMMARY Performs supervisory work of considerable difficulty in overseeing the daily operations of manufacturing, refurbishing and other activities of personnel involved in the skilled work in acetylene, electric arc, mig welding and the application of trade skills to a wide variety of welding, brazing, and metal cutting jobs on ferrous and non-ferrous metals. Along with supervisory of the cabinet and window screen departments, this would include the survey and manufacturer of different cabinetry styles and countertops, and the survey and manufacturer of heavy-duty window screens, including installation. JOB DUTIES Assigns and distributes daily work orders and routine projects to staff. Ensures the quality of all finished project. Reviews work order close outs. Requisitions for repairs on equipment and tools. Examines equipment periodically to ensure proper working order. Conducts equipment inventory. Ensures staff adherence to policies and procedures regarding accident reporting and safety procedures. Orders adequate amounts of materials needed to fabricate fence panels and security doors. Provides estimates on materials and time frames of upcoming projects. Coordinates with Project Managers on fence panel and security door design and scheduled delivery dates. Coordinates with the City of San Antonio for permit application. Meets with vendors regarding materials and equipment needed and schedule delivery. Reviews blue prints and shop drawings for material take offs and layout. Generates various reports. Verifies project account numbers. Submits EPA report on solvents. Other duties as assigned. EDUCATION High School Diploma or GED required and; or an equivalent combination of education and experience. EXPERIENCE Three (3) or more years of verifiable work experience in the welding trade to include one (1) year in a supervisory capacity. Revised 1/30/2009

84 LICENSES/CERTIFICATIONS Texas Class "C" driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. MANAGEMENT RESPONSIBILITES Supervisor: Supervision is direct or through work leaders or assistants, typically with a subordinate group of up to ten (10) employees. Estimate personnel needs and assign work to meet completion dates in accordance with established schedules. Supervise, coordinate and review the work of assigned staff. Recommend candidates for employment, conduct performance evaluations and salary review for assigned staff and apply company policies. Revised 1/30/2009

85 Department: Reports To: Job Type: 167 Step: Pay Grade: 8 Exempt/ Non-Exempt: Non-exempt CUSTOMER SERVICE LEAD Facilities and Construction Services Trades Superintendent SUMMARY Perform major administrative work for more than one designated work units; also, provides guidance to support staff in assisting clients of the Housing Authority. Promotes training and skills to enhance the quality of service delivery with professionalism, courtesy and respect. JOB DUTIES Supervise customer service representative Performs complex and confidential administrative functions including developing and typing written correspondence. Prepare presentations, composes and responds to internal and external correspondence, memos, purchase requisitions, payment requests and other department forms and documents. Edits work done by others to check for correct spelling and grammar, ensure that company format policies are followed, recommend revisions, and presents numerical data effectively and is able to read and interpret written information. Prepare and submit employee evaluations for Trade and Call Center Departments. Prepare and enter into JDE Monthly Contract Billing for Trades Department. Identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentially. Communicate effectively verbally and in writing and speak clearly and persuasively in positive or negative situations and demonstrates group communication skills. Screen calls, answering general inquiries. Performs and audits employee payrolls and keep time and attendance information. Possesses advanced proficiency in Microsoft Office software to include Excel, Word, PowerPoint, Outlook and Access. Open, read, route, and distribute incoming mail and other material, and prepare answers to routine letters. Coordinates office activities such as new employee orientation, and new software training. Monitor and ensure that excellent customer service is provided to all internal and external customers at all times all times. Adheres to principles of fairness, equity, and reasonableness in the performance of all duties and responsibilities in all transactions with SAHA personnel, and in all other interactions when serving as a representative of SAHA. Develop and achieve acceptable scores on all customer satisfaction surveys. Evaluate current Customer Service staff to assure all training and procedures are adhered. Initiate, research and recommend process and workflow enhancements to create efficiency. Assist in the preparation and maintenance of data on the services provided in the call center. Accurately input and retrieve information from SAHA computer system. Other duties as assigned. Revised 1/30/2009

86 EDUCATION Associates Degree (AA.) or an equivalent from a two-year college or technical school required and; or an equivalent combination of education and experience. Bachelor s Degree (B.A.) from a four-year college or university preferred. EXPERIENCE Two (2) years of increasingly responsible customer service work experience required. LICENSES/CERTIFICATIONS Typing test certification required. Minimum 60 net words per minute required. Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Revised 1/30/2009

87 CUSTOMER SERVICE SUPERVISOR Department: Assisted Housing Programs Reports To: AHP Manager Job Type: 589 Pay Grade: 9 Exempt/ Non-Exempt: Non-exempt SUMMARY Provides guidance to support staff in assisting clients of the Housing Authority. Promotes training and skills to enhance the quality of service delivery with professionalism, courtesy and respect. JOB DUTIES Interacts with clients and landlords on day to-day issues. Ensure that excellent customer service is provided to all internal and external customers at all times. Adheres to principles of fairness, equity, and reasonableness in the performance of all duties and responsibilities in all interactions with SAHA personnel, and in all other interactions when serving as a representative of SAHA. Develop and achieve acceptable scores on all customer satisfaction surveys. Evaluate current Customer Service staff to assure all training and procedures are adhered. Initiate, research and recommend process and workflow enhancements to create efficiency. Assist in the preparation and maintenance of data on the services provided. Accurately input and retrieve information from SAHA computer systems. Ensure recertification appointments are scheduled timely and review for accuracy Oversee department s file room and ensure security procedures are adhered to Ensure that the lobby and staff work areas are neat, safe and conducive to a positive and productive work environment Other duties as assigned. EDUCATION Associate's degree (A.A.) or equivalent from a two-year college or technical school required. Bachelor s Degree (B.A.) from an accredited four-year college or university in Business Administration/Management preferred and; or an equivalent combination of education and experience. EXPERIENCE One (1) year as a supervisor in a Call Center/Customer Service environment. Revised 1/30/2009

88 LICENSES/CERTIFICATIONS Section 8 Housing Manager Certification preferred or within one year of appointment to the position. Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s fleet and liability insurance carrier. MANAGEMENT RESPONSIBILITES Supervision is direct or through work leaders or assistants, typically with a subordinate group of up to ten (10) employees. Estimate personnel needs and assign work to meet completion dates in accordance with established schedules. Supervise, coordinate and review the work of assigned staff. Recommend candidates for employment conduct performance evaluations and salary review for assigned staff and apply company policies. Revised 1/30/2009

89 Director of Facilities & Construction Services Department: Facilities & Construction Services Reports To: Chief Operating Officer Job Type: 170 Pay Grade: 21 Exempt/ Non-Exempt: Exempt SUMMARY This is supervisory, managerial, and technical administrative work in the planning, organizing and implementing of and directs the complex operations of the Facility and Construction Services group addressing capital improvements from various funding sources and preventive maintenance programs on all existing Public Housing and non profit properties to achieve the goals of the Housing Authority. JOB DUTIES Assist the Chief Operations Officer in the administration of the department staff, directing work efforts, for performance evaluations, and establish annual budget. Assist, attend and present memos to SAHA Board on a monthly or as needed basis. Represent SAHA with city, state and HUD agency. Assist and direct the coordination, planning, and preparation of one year and five year plans for timely obligation and expenditure of federal capital grant funds or other funds for PH and NP properties. Direct and oversee the initiation of procurement for professional services, construction bidding and contract development of modernization contracts. Direct and oversee compliance with timely expenditure, contract administration and closeout of federal capital grant funded projects. Direct and oversee compliance on capital improvement projects with City, State and federal requirements. Direct and oversee the preventive maintenance group s project performance, quality and financial condition. Maintain and oversee communication with SAHA departments, senior team, Commissioners to assure housing projects designs meet the needs of SAHA s target populations. Direct and oversee program narrative reports to City and HUD staff to support approval of modernization efforts. Other duties as assigned. EDUCATION Bachelor's Degree (B.A.) from an accredited four-year college or university in Business Administration, Finance, Accounting, Planning, Architecture, Law, Real Estate, or related field required and or an equivalent combination of education and experience. EXPERIENCE Seven (7) or more years of experience in the area of multi-family asset/property management including Revised 1/30/2009

90 experience with transaction management, finance, project management and project construction, development and portfolio management preferred. With supervisory responsibility over administrative and professional staff, preferably for more than 7 years LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Architectural or engineering state license for compliance on life safety and structural occupancy on multi-family apartments. MANAGEMENT RESPONSIBILITES Middle Management: Head of a department or major segment of the organization. Most policies and practices are implemented through subordinate supervisory/management levels. Has assigned budgetary responsibilities. Revised 1/30/2009

91 Department: Procurement Reports To: Chief Financial Officer Job Type: 157 Pay Grade: 18 Exempt/Nonexempt: Exempt DIRECTOR OF PROCUREMENT SUMMARY Plan, coordinate and administer the strategic goals of the Procurement Department so as to align such goals with the agency s overall goals. Serve as a mentor, coach, and operational resource for Procurement and the authority as a whole. Responsible for implementing, monitoring, and enforcing all federal, state and local laws, regulations and polices to include implementing procedures relating to procurement to ensure the Authority s compliance in all procurement activities. JOB DUTIES Prepare Request for Proposals (RFPs), Request for Qualifications (RFQ) and Invitation for Bids (IFBs) for public advertisement in accordance with HUD regulations, state laws and the needs of the Housing Authority Review bids and proposals developed by the department and provide feedback for improvement Evaluate bids and proposals as submitted by vendors to check for compliance with solicitation requirements Plan, direct, coordinate and administer the operational, financial, administrative, and technical operations of the procurement process. Serve as a resource regarding processes, procedures and systems for the Authority. Research, document and report on various market changes affecting the business Monitor purchases by Authority to establish procurement trends and recommend procurement methods. Present recommendations on purchases requiring management or Board approval. Supervise, prepare and review all procurement related documents to include contracts for compliance with San Antonio Housing Authority s procurement policy and procedures, HUD procurement policies, and state law. Ensure that the needs of authority clients are met; take appropriate actions by coordinating the implementation of contract negotiation, communication with suppliers or modifying procedures to ensure client satisfaction. Ensure that all legal contract requirements are met for the Authority. Manage relationships with external contacts, including removing obstacles to ensure optimal team performance. Ensure optimal customer service is provided to all clients of the authority; facilitate changes to process as needed. Plan and implement strategic goals for the Procurement Department. Maintains liaison with purchasing representatives of other public jurisdictions to join in cooperative buying opportunities. Serve as liaison between vendors, contractors, and Authority department officials. Ensure functionality of Procurement software and hardware systems. Resolve operational issues; implement changes as necessary. Provide guidance and training to internal personnel and purchasing personnel in various functional areas. Oversee multiple projects of moderate complexity with limited supervision. Work closely with top management to establish board plans that contribute to the development and implementation of policies that affect several functional areas. Revised 1/30/2009

92 Develop an annual budget for the department and monitor expenses for the department to maintain fiscal responsibility. Collaborate with all departments to assist with planning projects and resolve issues Coach and mentor team and create an departmental atmosphere of empowerment and employee development Develop systems for tracking contractor performance and team performance Research best practices for procurement within the industry and recommend improvements Oversee the Authority s Section 3 program and S/W/MBE programs Administrate the fleet operations of the Authority Participate in the interviewing, selection, hiring and training of team members to strengthen the diversity of skills within the department Draft contracts, interpret contract provisions and review contracts for accuracy Present reports to the Board of Commissioners Other duties as assigned. KNOWLEDGE, SKILLS, AND ABILITIES Knowledge of Code of Federal Regulations (CFR) Part Knowledge of federal, state and local laws and attorney general opinions governing public purchasing Knowledge of Procurement Handbook for Public Housing Agencies, HUD Handbook , latest revision Knowledge of supply chain and the effect of market conditions Knowledge of procurement methods and procurement practices Knowledge of basic mathematics Knowledge of contracting principles for goods and services Knowledge of report writing Knowledge of negotiation techniques Proficient in Microsoft Excel, Word and Outlook Proficient in research through the internet Proficient in computers and other general office equipment Ability to manage other employees to achieve a common goal Ability to read, interpret and analyze written submissions Ability to manage several projects simultaneously and achieve success both in performance and time allocation Ability to delegate work assignments while maintaining oversight Ability to effectively communicate verbally and in writing with a diverse public Ability to work with minimum supervision Ability to analyze issues and propose well-reasoned solutions Ability to maintain effective interdepartmental and departmental working relationships Ability to maintain an orderly filing system Ability to understand and follow both verbal and written instructions Ability to analyze internal processes and suggest improvements Ability to draft contracts Ability to negotiate contracts TECHNICAL COMPETENCIES The following personal attributes are considered essential requisites for effective performance of the holder of this position: Revised 1/30/2009

93 Positive Thinking & Attitude: Maintains a positive work environment by creating job motivation, remaining enthusiastic about taking on challenges, demonstrating an I care attitude, approaching others in a pleasant, happy, and upbeat manner, and always finding the positive aspect of a negative situation; ability to resolve conflict in positive ways. Communicates Effectively: Presents ideas clearly and influentially through various means; identifies/shares important information in a timely manner; appears knowledgeable and confident in communicating information. Work Ethic: Dependable and meets commitments by exhibiting willingness to put in extra hours or do whatever it takes to get the job done. Available and presentable for work on a consistent and timely basis. Organization: Develops plans to achieve objectives by identifying resources needed, time allocations, and anticipated obstacles. Utilizes planning tools and methods for prioritizing, organization and following through. CORE COMPETENCIES The following personal attributes are considered essential requisites for effective performance of the holder of this position. Problem-Solving Expertise: Identifying and defining problems/goals including scope and sequence or priorities for attainment; selecting and implementing alternative solution strategies; and supervising resources, constraints, and contingencies. Influencing Capabilities: Actions designed to assure the achievement of identified objectives in this area of functional responsibilities; accurate analysis of situations with appropriate related follow-up and supervisory approach responses; effective management of interpersonal behavior and/or conflict; demonstrated high level of adaptability required to effectively manage diverse, changing, and even competing task expectations. Supervisory/Administrative Skills: Basic set of supervisory skills involved in the efficient administration of this function including directing, implementing, motivating/communicating, and evaluation the services it provides for the organization. Planning Orientation: Demonstrated competency in operational planning processes; ability to understand, and commitment to integrate the contributions to be made through this function; assessing, allocating and supervising the use of resources (material, staff, capital) in a prudent and orderly manner; monitoring, measuring and taking corrective actions required to achieve targeted results. EDUCATION Master s Degree from an accredited four-year college or university in business administration, public administration, law, finance, or related field required with major course work in contracting, business, or a related field with significant quantitative and analytical content preferred. Coursework in management and supervision is required. EXPERIENCE Ten (10) years of progressively responsible management experience in purchasing, finance, law, or related field. Five (5) years of experience in public purchasing is desirable. Revised 1/30/2009

94 LICENSES/CERTIFICATIONS Certified Texas Purchaser (CTP) required at time of employment or within 18 months of employment, Certified Texas Procurement Manager (CTPM) preferred. Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. PHYSICAL DEMANDS AND WORKING CONDITIONS Physical requirements include frequently sitting for long periods of time at a computer station. Visual acuity, speech and hearing. Hand and eye coordination and manual dexterity necessary to type and use office equipment. Subject to walking, sitting, standing, kneeling, reaching, and crouching to perform essential functions. Working conditions are primarily indoors with occasional outdoor exposure to temperature extremes, dust, dirt, grease, loud noises, or hazardous fumes. ETHICS As a public agency, SAHA is committed to maintaining the highest of ethical standards. Applicants selected for employment are expected to perform work responsibilities with the highest degree of integrity, professionalism and honesty, to merit the respect of our co-workers, clients, partners, vendors and the general public. Applicants selected for employment are also expected to serve the public with dedication, concern, courtesy and responsiveness Revised 1/30/2009

95 Department: Real Estate Services Reports To: Chief Operations Officer Job Type: 199 Pay Grade: 21 Exempt/Nonexempt: Exempt director of real estate services SUMMARY This position is responsible for planning, organizing, implementing, and directing the projects, programs, and activities necessary to achieve the overall mission and goals of the Real Estate Services Department of the Housing Authority JOB DUTIES Investigates and analyzes the local housing market and economy to determine the affordable housing needs by various socioeconomic and demographic classes and the feasibility for development of housing to meet identified needs. Develops financial plan and implements strategies to secure the development and acquisition of affordable and public housing to maintain and augment SAHA s housing assets and portfolio including establishing, maintaining and facilitating partnerships with affordable housing developers, coordination with other SAHA departments, and preparing/controlling Real Estate Services operating budget. Secures funding from public and private sources to finance the development and acquisition of affordable housing projects including conventional, mixed-income, and mixed-finance capital structures and directs and facilitates the closing of these transactions including the writing and negotiation of financing and closing documents. Manages all aspects of the development of new construction, rehabilitation and urban revitalization affordable housing projects throughout the preliminary design, construction, leaseup, and stabilization phases including site control, title evidence, design development, governing body and administrative or regulatory approvals, ownership structure, environmental analysis and remediation, budget, schedule, legal and regulatory compliance, materials and services contracting, risk management, marketing and public relations, green building techniques/systems and property/asset management. Analyzes, negotiates and closes the acquisition of multifamily residential rental properties, public housing units, single-family properties and vacant land for use or development as affordable housing or other activities of the Housing Authority including establishment of underwriting criteria for property acquisition. Responsible for the creation and implementation of asset management strategies and oversight to improve the operational efficiency and financial performance of SAHA affordable and public housing developments including monitoring and coordinating applicable activities of other SAHA departments including the Non-Profit, Public Housing, Compliance, Facilities & Construction Services, and Fiscal Departments. Develops and implements guidelines to ensure compliance under policies and procedures for the disposition of single-family houses for ownership, including HOPE VI public housing homeownership and lease-purchase programs, and oversees and directs SAHA Homeownership program including developing and implementing strategies for the creation of homeownership opportunities for first-time affordable homebuyers including the establishment and coordination of partnerships with area municipal, nonprofit and for-profit entities. Responsible for the sale, rental, and maintenance of SAHA s commercial facilities including the Central Office and park, the Brazos Street Operations Facility, the Tampico Warehouse, and the Revised 1/30/2009

96 Springview Sheriff s Substation. Directs contractors engaged in performing the following repairs at these facilities: structural, electrical, carpentry, HVAC, plumbing, mechanical and landscaping. Prepares annual maintenance budgets for the Central Office Facility, Brazos Street Operations Facility, and Tampico Warehouse. Establishes agreements with governmental, nonprofit and private entities and coordinates and participates in planning meetings with the City of San Antonio departments, HUD, business, institutional, neighborhood organizations, and the SAHA Board and represents the Real Estate Services Department/SAHA in these meetings to identify and meet the need for affordable and public housing. Other duties as assigned. EDUCATION Bachelor's Degree (B.A.) from an accredited four-year college or university in Business, Public Administration, Urban Studies, Architecture, or other related field required and or an equivalent combination of education and experience. Master s Degree (M.A.) preferred. EXPERIENCE Nine (9) years or more of progressively responsible experience in a primary role related to multifamily or single family affordable housing development, capital improvement, construction management, civil engineering, housing/building planning, design construction, rehabilitation and maintenance; OR, an equivalent combination of education and experience equal to 15 years. LICENCES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. MANAGEMENT RESPONSIBILITIES Senior Management Head of one or more departments or segments of the organization, with responsibility for working closely with top management to establish broad plans that contribute to the development and implementation of policies hat affect several functional areas. Has assigned budgetary responsibilities Revised 1/30/2009

97 DIRECTOR OF RISK MANAGEMENT AND TRAINING Department: Risk Reports To: Chief Financial Officer Job Type: 087 Pay Grade: 17 Exempt/Nonexempt: Exempt SUMMARY Performs, evaluates, analyzes and manages professional work of a high degree of complexity involving all aspects of risk management and workers compensation to include risk avoidance, liability exposure, risk retention, risk exposure and claims management. Performs, prepares, evaluates, analyzes and manages professional work involving all aspects of emergency preparedness. Prepares, manages, trains and implements all aspects of the Safety Manual. JOB DUTIES Responsible for the selection and recommendation of the most comprehensive coverage at the most cost effective price for all property and casualty insurance needs to include workers compensation and automobile fleet. Responsible for the preparation of Request For Proposal for Broker of Record selection. Work with BOR for training material access and consultation for price comparison purposes. Responsible for and manages and/or handles all aspects of property and casualty claims to include workers compensation and auto fleet. Meet with claimants, attorneys, mediators, advocates, physicians as needed to properly evaluate injuries or damages. Direct, conduct or assist with any investigation for all accidents. Make settlement recommendations based on complete investigations and carry them out to closure whether by agreement, mediation or litigation. Attend or delegate attendance at Benefit Review Conferences, Contested Case Hearings and pre-hearing conferences or any other TDI-DWC driven hearing or court cases on all workers compensation claims to present SAHA s position in the resolution of claims. Ensure timely reporting on all time sensitive matters. Responsible for the selection and preparation of all Safety Training sessions for entire staff throughout the year based on subjects needed and/or required. The Risk Analyst conducts the training under the Director s supervision and/or with the Director. Responsible for and conducts, directs and mentors for on site property inspections to learn to identify potential risks and address them accordingly. Responsible for the preparation and maintenance of dynamic spreadsheets for all properties to include premiums and loss data to track trends in cost and accident frequency to address and reduce them. Will prepare all active policies to download on disc and copy to Risk Management shared folder on the L drive. Responsible for the tracking of all new developments, development acquisitions and homeowners policies where we are an additional insured and keep them current. Review underwriting processes to bind policy coverage. Mentor on understanding all SAHA insurance policies and their purpose. Responsible for the completion of all quarterly property inspection reports for all properties and keeps a dynamic spreadsheet on them. Track trends for risk avoidance. Responsible for authoring, training and implementing all aspects of Emergency Preparedness. Responsible for authority, training and implementing all aspects of the Safety Manual. Revised 1/30/2009

98 Responsible for the handling or supervision of claims internally to reduce the cost of adjusting them through external means. Responsible for the handling of delicate issues internally as needed. Responsible for the review and management all third party administered of all claims. Responsible for the review lawsuits against SAHA for bodily injury or property damage and make recommendations on course of action to our Chief Legal Officer and monitor its progress to conclusion. Responsible for the preparation, management and implementation of risk avoidance programs to minimize risk to SAHA. This includes an annual Risk Control Work Plan for review by our insurance company to ensure risk avoidance efforts and also to receive premium discounts for those efforts. Attend a minimum of two annual Board Meetings/Conference held by our insurance carrier in order to compare loss trends, best practices and improve risk processes. Special projects as needed. EDUCATION Bachelor's Degree (B. A. or B. S.) from four-year College or University required. EXPERIENCE Seven (7) years of progressively responsible management experience in risk assessments and analysis. LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Revised 1/30/2009

99 DISTRICT MANAGER Department: Property Management Reports to: Directors Public Housing or Director Non-Profit Housing Job Type: 416 Pay Grade: 17 Exempt/ Non-Exempt: Exempt SUMMARY Under the direction of the Director of Public Housing or Non-Profit Housing, plan, organize and administer a variety of Operations programs and services to residents in public, subsidized and/or locally-funded housing programs; assure offices and maintenance facility are managed according to approved policies and procedures, including lease enforcement issues; develop and implement property management, resident services and maintenance plans, community-based budgets, and operational procedures; assure that maintenance and management programs operate according to approved policies, procedures, laws and regulations; train, supervise and evaluate the performance of assigned staff. JOB DUTIES Administer integrated program operations to provide housing, management, resident services, and maintenance services to residents and achieve departmental goals with assigned Property Managers and support staff; assure communities, offices and maintenance facilities are managed according to approved policies and procedures including those applicable to landlord tenant law, lease compliance and applicable regulations. Assess and adjust resources and priorities in accordance with general guidance. Establish and maintain effective working relationships among personnel, residents and the general community; ensure operations effectiveness and related work practices; facilitate Operations program/services with other departments and outside agencies, and maintain strong working relationships with service providers. Train, supervise and evaluate the performance of assigned staff; review and approve hiring recommendations and disciplinary action for assigned staff in accordance with established procedures. Facilitate the flow of information to assigned staff, identify, reallocate or coordinate needed resources and training for staff to carry-out job responsibilities. Review, approve and oversee building portfolios, community-based budgets, capital and asset management plans; assure coordination of budget activity and asset management with other departments and the regular monitoring of budget implementation by assigned staff. Recommend new policies; develop procedures and strategies for implementation. Review, analyze and control operational effectiveness and related work practices; develop and implement strategies for operational improvement and program advancement. Serve as an advocate for maintaining public housing as a community resource; promote to the residents and the general public an understanding of SAHA programs. Authorize resident transfers and accommodations; negotiate and authorize commercial leases. Oversee Operations programs; evaluate, prioritize, and ensure program objectives are being met including preparing vacant units for leasing, routine and preventive maintenance activities, reviewing resident service activities reports, weekly occupancy reporting, charges to residents for maintenance work performed, work performance standards and cost estimates for routine and special activities; review, measure and facilitate operational effectiveness related to work practices; coordinate maintenance operations with other departments. Facilitate the participation of staff to develop, implement, and continuously improve service delivery to ensure attainment of the core strategies and mission of the agency; coach and support staff in the development and implementation of work plans and/or initiatives working cooperatively and interdependently with others and all departments. Develop communication plans and Revised 1/30/2009

100 establish tracking processes to ensure completion of initiatives and work plans which include linkage to employees performance evaluations; work respectfully and courteously with other employees, follow directions, and work well under stress. Review and approve the requisitioning of equipment and contractor services; prepare contract documents and oversee the contract administration. Oversee the Safety and Health Program for assigned area and hold staff accountable for accident prevention and reporting procedures; insure accidents are fully investigated and corrective action taken to prevent recurrence of the hazardous conditions or behaviors. Ensure that all safety and health rules, standards and procedures are observed; conduct monthly self-inspections of work areas and practices to eliminate potential hazardous conditions; arrange for, conduct and ensure that accident investigations of all accidents are formally reported on or within the next work day of when the accident occurred. Insure adequate resources in terms of employee time, funds for safety equipment and personal protective clothing and training are available; and set an example for employees by following established safety and health rules and attending required training; and enforce agency s Safety and Health Program. Actively participate in the Emergency Preparedness program and tasks. Represent the department in inter-departmental committees to assure clear communication and procedures in meeting overall agency goals. Assist with negotiation of union contracts as directed. Preside over administrative and grievance hearings as delegated by the Department Director. Perform related duties as assigned. KNOWLEDGE, SKILLS AND ABILITIES Policies and procedures related to public housing, private sector and/or tax credit property and/or facilities management. Applicable Federal, State, and local public housing laws, legislation, rules, regulations, and guidelines, with specific emphasis on SAHA, HUD, and IRS policies and procedures related to leasing and occupancy. Basic State and local landlord-tenant issues, laws, provisions and regulations, including San Antonio Municipal codes related to noise ordinances, vehicle towing, parking enforcement, building codes, ordinances, fire regulations, and health and safety precautions. Physical assets, maintenance practices, problems, materials and general construction trades. Principles and practices related to community, residential and commercial property management. Budget development and analysis and estimating for rules for construction. Applicable building and safety laws, codes, regulations, policies and procedures. Safety and Health Program, including Hazard recognition and analysis. Policies and procedures related to maintenance, inventory, Purchasing, and Human Resources. Technical aspects of building maintenance trades. Diverse socio-economic, cultural, disability and ethnic backgrounds of the SAHA population. Interpersonal skills using tact, patience and courtesy. Dispute resolution tactics. Local social service agencies available to SAHA residents. Verbal and written communication skills. Principles and practices of supervision and training. Applicable laws, codes, regulations, policies and procedures. Operation of a computer and assigned software. Coordinate the day-to-day operations of a variety of programs and services for low- and moderateincome families, elderly and persons with disabilities, and other eligible families residing in SAHAsponsored housing. Maintain up-to-date knowledge of program rules, regulations, requirements, and restrictions. Interpret, apply and explain rules, regulations, policies and procedures. Review and analyze budget expenditures and revenues. Maintain records and prepare reports. Revised 1/30/2009

101 Operate a computer and available software (Intermediate level of Word and Excel) and assigned office equipment. Analyze situations accurately and adopt an effective course of action. Plan and organize work, with capability of managing multiple tasks and priorities. Develop and meet schedules and time lines. Work independently with little direction. Hire, train, supervise and evaluate the performance of assigned staff. Communicate effectively both verbally, and in writing. Establish and maintain cooperative and effective working relationships with others. Speak publicly, maintaining a positive public image for the agency. Works respectfully and courteously with staff, residents, and the general public. TECHNICAL COMPETENCIES The following personal attributes are considered essential requisites for effective performance of the holder of this position: Positive Thinking & Attitude: Maintains a positive work environment by creating job motivation, remaining enthusiastic about taking on challenges, demonstrating an I care attitude, approaching others in a pleasant, happy, and upbeat manner, and always finding the positive aspect of a negative situation; ability to resolve conflict in positive ways. Communicates Effectively: Presents ideas clearly and influentially through various means; identifies/shares important information in a timely manner; appears knowledgeable and confident in communicating information. Work Ethic: Dependable and meets commitments by exhibiting willingness to put in extra hours or do whatever it takes to get the job done. Available and presentable for work on a consistent and timely basis. Organization: Develops plans to achieve objectives by identifying resources needed, time allocations, and anticipated obstacles. Utilizes planning tools and methods for prioritizing, organization and following through. CORE COMPETENCIES The following personal attributes are considered essential requisites for effective performance of the holder of this position. Problem-Solving Expertise: Identifying and defining problems/goals including scope and sequence or priorities for attainment; selecting and implementing alternative solution strategies; and supervising resources, constraints, and contingencies. Influencing Capabilities: Actions designed to assure the achievement of identified objectives in this area of functional responsibilities; accurate analysis of situations with appropriate related follow-up and supervisory approach responses; effective management of interpersonal behavior and/or conflict; demonstrated high level of adaptability required to effectively manage diverse, changing, and even competing task expectations. Supervisory/Administrative Skills: Basic set of supervisory skills involved in the efficient administration of this function including directing, implementing, motivating/communicating, and evaluation the services it provides for the organization. Planning Orientation: Demonstrated competency in operational planning processes; ability to understand, and commitment to integrate the contributions to be made through this function; assessing, allocating and supervising the use of resources (material, staff, capital) in a prudent Revised 1/30/2009

102 and orderly manner; monitoring, measuring and taking corrective actions required to achieve targeted results. EDUCATION Bachelor's degree in Business Administration, Public Administration, Human Services, or related field required. EXPERIENCE Seven years experience in residential, commercial construction, facilities maintenance and/or rental property management including four years in a supervisory position. LICENSES/CERTIFICATIONS Must possess Senior Professional Housing Manager Certification and Public Housing Manager Certification or obtain within one year of date of hire. Texas Drivers License Class C License and be insurable by the carrier of SAHA's liability and fleet insurance required. PHYSICAL DEMANDS AND WORKING CONDITIONS Indoor and outdoor work environment. Driving a vehicle to conduct work. Emergency call outs. Dexterity of hands and fingers to operate a computer keyboard. Sitting or standing for extended periods of time. Hearing and speaking to exchange information and make presentations. Seeing to read a variety of materials. Walking over rough or uneven surfaces to conduct inspections ETHICS As a public agency, SAHA is committed to maintaining the highest of ethical standards. Applicants selected for employment are expected to perform work responsibilities with the highest degree of integrity, professionalism and honesty, to merit the respect of our co-workers, clients, partners, vendors and the general public. Applicants selected for employment are also expected to serve the public with dedication, concern, courtesy and responsiveness. Revised 1/30/2009

103 ELECTRICIAN Department: Facilities and Construction Services Job Type: 707 Pay Grade: 9 Exempt/ Non-Exempt: Non-exempt SUMMARY Performs work of average difficulty in repairing and maintaining electrical systems. Electricians are on duty 24 hours a day, although only one is on weekly calls. Works on (electrical systems), respond to electrical power outages. JOB DUTIES Makes temporary connections to furnish emergency power during extended repair work. Tests electrical devices to locate power failures and check for proper operations using appropriate equipment and tools. Trouble shoots electrical systems to identify and correct problems or installs new electrical systems. Uses various carpentry tools to gain access to electrical lines. Operates a hydraulic lift to facilitate work performed on utility poles and high-rise buildings. Responds to emergency work orders during non-scheduled work hours. Performs others duties as assigned. Reads and interprets complex blueprints to locate electrical lines for repair. Other duties as assigned. EDUCATION High School Diploma or GED required and; or an equivalent combination of education and experience. Three (3) years of experience. EXPERIENCE LICENSES/CERTIFICATIONS Must be licensed as an electrician by the State of Texas. Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. FACILITY MANAGER Department: Facilities & Construction Services Job Type: 171 Pay Grade: 17 Exempt/Nonexempt: Exempt Revised 1/30/2009

104 SUMMARY This is supervisory, managerial, and technical work in the planning, development, organizing and assists the director in the complex operations of the Facility and Construction Services group; addressing capital improvements from various funding sources and preventive maintenance programs on all existing Public Housing and non profit properties to achieve the goals of the Housing Authority. JOB DUTIES Assist Director in the administration & evaluation of the department staff, directing work group for developing physical needs, preventive maintenance programs, and standards for energy efficient facilities. Assist and oversee the preventive maintenance group s project performance, quality and financial condition. Assist in the coordination, planning, and preparation of physical needs assessments for monitoring the PH and NP properties conditions. Assist in the contract administration on Energy Performance capital improvement projects and compliance with City, State and federal requirements. Assist in the development of reports on a monthly or as needed basis to gauge the progress of programs; represent the department with property management, city, and state agencies. Assist in the initiation of procurement for professional services, construction bidding and contract development of modernization contracts. Assist in compliance with timely expenditure, contract administration and closeout of capital improvement projects. Assist and maintain communication with SAHA departments, senior team, Commissioners to assure housing projects designs meet the needs of SAHA s target populations. Other duties as assigned. EDUCATION Bachelor s Degree (B.A.) from a certified four-year college or university in Architecture, Construction Management, Civil Engineering required and, or an equivalent combination of education and experience. EXPERIENCE Seven (7) or more year s facility management of complex building technology systems, preferably with supervisory responsibility over administrative and/or professional staff for more than 7 years. LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Architectural or Engineering state license for compliance on life safety and structural occupancy on multi-family apartments. Revised 1/30/2009

105 HOUSING CHOICE VOUCHER (HCV) PROGRAM MANAGER Department: Assisted Housing Programs Reports To: Director of Assisted Housing Programs Job Type: 213 Pay Grade: 14 Exempt/ Non-Exempt: Exempt SUMMARY Performs administrative, managerial, and supervisory work of considerable difficulty involving the planning and organizing of efforts to provide housing through the various affordable housing programs. Will manage and coordinate the activities of the operations segment of the Assisted Housing Programs Department including Section 8 Housing Choice Voucher, Homeownership, Moderate Rehabilitation, Shelter Plus Care and other Special Programs. Performs administrative, managerial, and supervisory work of considerable difficulty involving the planning and organizing of efforts to provide housing through the various affordable housing programs. JOB DUTIES Monitors the supervision of the Section 8 Housing Choice Voucher, Moderate Rehabilitation, Shelter Plus Care and other affordable housing programs by reviewing reports and statistics produced by the audit team and other departments. Provides counseling and support to the Housing Assistance Supervisors and other staff members as needed through discussions about performance or other job related problems. Monitors changes/trends in Federal, State, and Local laws and regulations affecting the Section 8 Housing Choice Voucher Program by reading legislative reports, periodicals, and related materials. Monitors timeliness and completion of re-certification and new applications. Monitor the operations segment to ensure accuracy, quality, completeness, customer service and overall performance. Conduct file audits to measure performance as part of on-going quality assurance process and for the Section Eight Management Assessment Program. Responds to inquiries, written and orally, from SAHA staff, residents, landlords, agencies, and the general public regarding SAHA, Federal, State, and local regulations, policies, laws, and procedures on housing and related matters. Compose new or amend present manuals, handbooks, etc to assure accuracy/currency of information. Monitor the various Special Programs within the department to ensure compliance with policy and regulations; monitor overall performance, utilization, and submissions of Annual Progress Reports and grants. Other duties as assigned. EDUCATION Bachelor s Degree (B.A.) from an accredited four-year college or university in Business Management or related field required and; or an equivalent combination of education and experience. EXPERIENCE Four (4) years of experience in management to include experience involving customer and client assistance program. Revised 1/30/2009

106 LICENSES/CERTIFICATIONS Section 8 Housing Manger Certification preferred or required within one year of employment. Senior Professional Housing Manager preferred. Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. HOUSING QUALITY INSPECTIONS MANAGER Department: Assisted Housing Programs Job Type: 221 Pay Grade: 13 Exempt/ Non-Exempt: Exempt SUMMARY Plan, direct, manage and oversee the activities and operation of the inspection segment of the department. Manage and participate in the development and implementation of SAHA s goals, objective, policies, and priorities for each assigned service area; Development and implementation of training plans; conduct analyses and prepare reports. JOB DUTIES Ensure all indicators under the Section Eight Management Assessment Program (SEMAP) related to inspection achieve the highest possible points. Plan, direct, manage and oversee the activities and operation of the inspections segment of the department. Monitors the management and maintenance of the inspections program by conferring with landlords and participants in the office or in the home. Performs supervisory duties including performance evaluations and taking disciplinary actions when necessary. Review legislative, regulatory policies and contractual criteria, HUD Handbooks, codes and other pertinent publications to develop/recommend organizational policies and procedures for inspections and other housing programs. Ensures and conduct training for Inspection staff on Housing Quality Standards (HQS Conducts quality control inspections. Assists in the preparation of budgets and other reports. Conducts informal conferences involving disputes between tenants and owners. Reviews and processes damage and vacancy loss claims. Responds to various requests or concerns from SAHA customers regarding the Assisted Housing Programs. Monitors all weekly reports from inspectors including number of inspections completed, vehicle usage, and gasoline usage. Ensure equitable workload assignments to inspectors. Meet and conduct comprehensive briefings for landlords, non-profits, and other housing associations to communicate the program standards and regulations. Establishes inventory and filing system for appropriate record keeping of equipment and supplies. Other duties as assigned. Revised 1/30/2009

107 EDUCATION Bachelor's degree (B.A.) from an accredited four-year college or university required with the completion of a Real Estate Inspection and Code Compliance Certification preferred and; or an equivalent combination of education and work experience. EXPERIENCE Three (3) years of progressively responsible administrative experience involving moderately complex customer/client assistance program to include supervisory experience. LICENSES/CERTIFICATIONS HQS Inspection Certification within one year of appointment to position. Lead Based Paint Assessor and REAC/UPCS Inspections preferred. Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. MANAGEMENT RESPONSIBILITES Middle Management: Head of a department or major segment of the organization. Most policies and practices are implemented through subordinate supervisory/management levels. Revised 1/30/2009

108 HOUSING QUALITY INSPECTOR Department: Assisted Housing Programs Inspections Job Type: 216 Pay Grade: 7 Exempt/ Non-Exempt: Non-exempt SUMMARY Performs specialized work of average difficulty involving the inspection of single and multi-family residential dwellings to determine their physical condition, necessary repairs and conformance to applicable housing quality standards (HQS), regulations, codes as well as responsible for the negotiation of reasonable rents as outlined in the Code of Federal Regulations (CFR). JOB DUTIES Conducts Annual HQS inspections to determine external and internal conditions of dwellings under the Assisted Housing Programs including the operability of the associated heating, electrical, and plumbing systems and the like to determine livability and conformance with housing quality standards and other applicable regulations. Performs follow-up inspections to determine completion of repairs indicated on previous inspection and makes recommendations to supervisor for appropriate follow-up action when necessary. Certifies the reasonableness of proposed rents for units by evaluating the condition of the dwelling and comparing the fair market value of the area to the proposed rent. Performs inspection of unit(s) after tenant has moved out (move-out inspections) to document condition of unit, operational systems, and appliances (when applicable), in order to determine tenant caused damages vs. fair wear and tear, identify repairs needed for re-occupancy and estimates the cost of repairs to the dwelling. Assumes responsibility for the general maintenance of assigned SAHA vehicles and gas cards and well as all other issued equipment. Responds to the inquiries of clients and the general public by providing general information about the assisted housing programs. Perform special or complaint inspection to ensure HQS compliance. Ensure timely completion of required forms, or reports. Participates in informal hearings to resolve conflicts between residents and owners and provide recourse for claims made against residents and/or owners. Research resident files as need to verify information regarding utilities, appliances, or other pertinent information. Other duties as assigned. EDUCATION High School Diploma or GED required. Associate's degree (A.A.) or equivalent from a two-year college or technical school preferred. Specialization in Real Estate, Building Trades, Property Management or Residential Inspections preferred and; or an equivalent combination of education and experience. Revised 1/30/2009

109 EXPERIENCE Two (2) years of experience in the real estate, construction, housing inspection or property management field and or an equivalent combination of education and experience. The completion of HQS training and passing of the HQS exam preferred. LICENSES/CERTIFICATIONS Housing Quality Standards Inspection Certification required within 1 year of employment. Professional Real Estate Inspector preferred. Licensed by the Texas Real Estate Commission. Texas Class C driver's license at the time of placement and must be insurable by the Housing Authority s liability and fleet insurance carrier. Revised 1/30/2009

110 HUMAN RESOURCES SUPERVISOR Department: Human Resources Reports To: Job Type: Pay Grade: 15 Exempt/ Non-Exempt: Exempt Assistant Director Human Resources SUMMARY Supervises the following HR functions: Employee Relations, Compensation, Recruiting, Benefits, and HRIS/Reporting. Provides support and excellent customer service to organizational departments. Responds to departmental needs in all functions of Human Resources with an emphasis on employee relations issues. Supports all aspects of Human Resources and participates in special projects and committees. JOB DUTIES Supervises, directs, and schedules the work of four (4) HR personnel. Evaluates the performance and provides coaching to four (4) HR personnel. Coordinates employee dispute resolution, EEOC complaints, and all employee grievances. Coaches employees and supervisors on company and governmental rules, regulations, and procedures, and need for compliance. Conducts investigation and resolution of employee grievances and coordinates processes of responding to complaints. Responds to unemployment claims in a timely manner and prepares and participates in unemployment hearings if necessary. Interviews and investigates employees to gather information as necessary. Makes recommendations to management on possible actions to be taken. Prepares reports and responds to Open Record Requests, EEOC complaints and any other legal requests. Conducts and oversees personnel actions including but not limited to: hiring, disciplinary actions, performance improvement plans that lead to termination, name changes, and separations. Provides guidance on SAHA s performance management tool, ensuring the follow up of all performance improvement plans. Assists with benefit programs to include Health, Dental, Vision, Life Insurance, Disability and Retirement programs. Participates in the benefits open enrollment program. Conducts employee orientation and responds to the employees with any Benefit discrepancies according to the HIPAA laws. Other duties as assigned. EDUCATION/EXPERIENCE Bachelor's Degree (B.A.) from an accredited four-year college or university in Human Resources, Business Administration, or a related field. Four (4) years of Human Resources generalist experience and at least one year in a supervisory capacity, or an equivalent combination of education and experience. LICENSES/CERTIFICATIONS Revised 1/30/2009

111 Professional of Human Resources (PHR) Certification must be obtained within one year of hire. Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Revised 1/30/2009

112 HVAC MECHANIC Department: HVAC Department Reports To: Trades Superintendent Job Type: 715 Pay Grade: 8 Exempt/ Non-Exempt: Non-Exempt SUMMARY Performs skilled work in the installation, repair, modification, and maintenance on various types of light commercial, residential air conditioning and heating equipment, including heat pumps. JOB DUTIES Troubleshoots repairs, installs and maintains a variety of heating and air conditioning equipment. Performs electrical checks on three- phase 460-volt A/C equipment. Removes pumps and performs routine maintenance work. Replace air conditioning filters and pipe insulation. Adjusts and calibrates temperature control devices, on pneumatic and electronic A/C systems. Performs preventive maintenance inspections and repairs. Installs new equipment within given diagrams, schematics, instructions, prevailing codes and safety practices. Adjust and maintains controls on heat pump systems. Initiates requisitions for parts, supplies and other related materials necessary to perform scheduled work. Utilizes the tools and equipment of the HVAC trade. Utilizes blueprints, diagrams and schematics to troubleshoot, diagnosis and identify operating problems of heating and air conditioning equipment. Performs related duties as required. General knowledge of HVAC equipment repair, installation and maintenance procedures, practices and techniques of electronic and pneumatic HVAC control systems. Knowledge of the operation, troubleshooting, repair and maintenance of refrigerators, heating and airconditioning systems. Knowledge of preventive maintenance procedures and practices, safe work practices and procedures, principles and practices of HVAC equipment design, pressure charts, gauges, tools and equipment used in HVAC equipment repair, installation and maintenance. Troubleshoot and repair electronic and pneumatic HVAC control systems. Read and interpret refrigeration pressure charts, gauges, temperature humidity meters and recording equipment. Read and interpret wiring diagrams, blueprints and schematics. Perform preventive maintenance on large HVAC equipment including cooling towers and boilers. Utilize the tools and equipment of the HVAC trade. Handle all the physical requirements of the job. Communicate effectively both orally and in writing. Follow guidelines, regulations and various manuals. Other duties as assigned. EDUCATION Revised 1/30/2009

113 High School Diploma or GED required and; or an equivalent combination of education and experience. EXPERIENCE Two (2) years of experience in the installation, operation, maintenance and repair of heating, ventilating, and air conditioning systems. LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Revised 1/30/2009

114 Department: HVAC Department Reports To: Trades Superintendent Job Type: 702 Pay Grade: 11 Exempt/ Non-Exempt: Exempt HVAC MECHANIC SUPERVISOR SUMMARY Performs supervisory, technical, and skilled work of considerable difficulty involving the installation, operation, replacement, repair, and maintenance of heating, ventilating and air conditioning systems. On call 24 hrs for emergency calls. JOB DUTIES Schedules and assists assigned staff with the installation of new and/or replacement heating/air conditioning systems such as wall furnaces, heat pumps, and central units within given diagrams, schematics, instructions, prevailing codes and safety practices. Directs subordinate mechanics in complex installations, repairs, and maintenance of refrigerators, ranges and heating and air conditioning units and systems. Does complex troubleshooting of refrigeration and heating systems. Requisitions supplies, equipment and other related materials necessary to perform scheduled work, HVAC boilers and refrigeration Utilizes the tools and instrumentation of the HVAC trade to perform analysis of system(s) operation and to adjust and calibrate temperature control devices to achieve energy efficient operation. Checks for and repairs leak in lines and s systems. Coordinates with contractors on the replacement of building equipments such as rooftops, chill water system and boilers. Performs inspections and assists staff in the technical aspects involving preventative maintenance and repair of existing heating and air conditioning equipment, in order to minimize major system damage/failure and downtime, and assure safe operations. Schedules state inspections for boilers. Coordinates building and orientation, safety training to assign staff, and may maintain time and attendance records. Interprets blueprints, diagrams and schematics to troubleshootdiagnosis and identify operating problems of heating and air conditioning equipment. Provides job training and orientation, and safety training to assigned staff, and may maintain time and attendance records. Provides staff with the technical assistance necessary to remove, repair and/or replace heating and air conditioning equipment by welding, brazing, and/or connecting electrical, gas, and refrigerant lines. Investigates employee accidents and makes appropriate reports in accordance with established procedures. Revised 1/30/2009

115 Other duties as assigned. EDUCATION High School Diploma or GED required and; or an equivalent combination of education and experience. EXPERIENCE Five (5) years of experience in the installation, operation, maintenance and repair of heating, ventilating, and air conditioning systems and three (3) years of experience with chilled water A/C units. LICENSES/CERTIFICATIONS Must possess a Class B Cooling/Heating Contractor License issued by the Texas Department of Licensing and Regulation. Either license must be d/b/a San Antonio Housing Authority and must be current at time of employment. Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. MANAGEMENT RESPONSIBILITES Supervisor: Supervision is direct or through work leaders or assistants, typically with a subordinate group of up to ten (10) employees. Estimate personnel needs and assign work to meet completion dates in accordance with established schedules. Supervise, coordinate and review the work of assigned staff. Recommend candidates for employment, conduct performance evaluations and salary review for assigned staff and apply company policies. Revised 1/30/2009

116 INTERNAL AUDIT MANAGER Department: Legal Job Type: 135 Pay Grade: 17 Exempt/ Non-Exempt: Exempt SUMMARY Plans, performs and reports on audit and investigative work of above average difficulty involved in the SAHA internal audit and Fraud programs. Provides technical assistance at all levels of the organization and performs special projects and reviews for the President and CEO, and the Chief Legal Officer. JOB DUTIES Prepares and implements internal audit programs and procedures to insure the efficient operation of SAHA functions in all departments. Discusses audit findings and recommendations with pertinent department staff to resolve problems. Conducts Operational, Compliance and Internal Control reviews. Confers with SAHA staff at all levels to provide advisory and technical services pertaining to financial, operational, procurement and administrative matters. Implements the SAHA Fraud Policy resulting in investigating reports of improper use of SAHA funds, property, and programs by employees, residents, or vendors. Conducts research and studies on current operational issues within SAHA; and prepares reports and recommendations on results. Reviews SAHA accounting, financial and operational systems to determine adherence to policies and procedures and follows up on annual Single audit report exceptions and insures exceptions are corrected. Reviews and Audits the accounting records of organizations that are related to the Authority such as Resident Associations and the like, to determine accuracy and propriety as required by HUD. Prepares written reports with findings, conclusions and recommendations, and issues reports to the CEO, Chief Legal Officer, or appropriate VP. Maintains access to a variety of confidential records such as confidential audit and investigation reports, and other related information of which inappropriate or unauthorized disclosure could result in damage to SAHA s reputation and/or legal action. Other duties as assigned. EDUCATION Bachelor's Degree (B.A.) from a four-year a college or university in Accounting or Finance required and; or an equivalent combination of education and experience. Master s Degree (M.A.) preferred. EXPERIENCE Six (6) years of progressively responsible experience in accounting, three (3) years of which must have been in auditing and three years of which must have been in a supervisory or managerial position, to include the area of low-income housing. Revised 1/30/2009

117 LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. CPA CMA, CIA Certified Public Accountant or Certified Internal Auditor preferred. MANAGEMENT RESPONSIBILITES Middle Management: Head of a department or major segment of the organization. Most policies and practices are implemented through subordinate supervisory/management levels. Has assigned budgetary responsibilities. Revised 1/30/2009

118 IT PROJECT COORDINATOR Department: Technology and Telecommunications Job Type: 299 Pay Grade: 9 Exempt/ Non-Exempt: Non-Exempt SUMMARY IT Department coordinator of various projects, to include departmental work flow analysis, use of MS SharePoint 2007, new Optimum Housing Solutions projects, daily management of Café 818. JOB DUTIES Work flow coordination and definition. Implementation and training of MS SharePoint Web design for various projects. Optimum Housing Solutions new projects. Daily management of Café 818. Daily IT administrative tasks. Other duties as assigned. EDUCATION Associate's Degree (A.A.) or equivalent from a two-year college or technical school required and/or an equivalent combination of education and experience. Bachelor s Degree (B.A.) preferred. Zero (0) to one (1) year experience required. EXPERIENCE LICENSES/CERTIFICATIONS Texas Class C driver s license at time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. ITS MANAGER Department: Technology and Telecommunications Job Type: 311 Pay Grade: 20 Exempt/ Non-Exempt: Exempt SUMMARY Manage the design, acquisition, installation, operation and maintenance of the organization's local (LAN) and wide area networks (WAN), telephone and audiovisual systems, security doors and cameras, servers, Revised 1/30/2009

119 workstations and printers. Oversee the daily operation of help desk, technology, audiovisual, telephone and contractor support staff. Analyze products and recommend use of new products and services to senior management. Assistant CTO. JOB DUTIES Design, implement and administer the Internet and systems and LAN/WAN security using PROXY, PIX, Content Filters, Anti-Virus, Anti-SPAM hardware and software. Assist in establishing organization policies and procedures for Internet and usage. Oversee the management of all network servers, workstations, computers, printers and their hardware/software repairs. Manage the assignment of network security access codes, directory, folder, and file permissions. Supervise the management of "Help Desk", Telephone, Contractor, and Audiovisual support staff in order to respond to approximately 700 employees requiring support for more than 2000 computers, printers, wireless and desktop phones, security cameras, and assorted audiovisual equipment in a timely manner. Research, plan, and coordinate with department and division personnel, contractor and Technology and Telecommunication staff in implementing new network systems. Conduct training, administrative, and supervisory responsibilities for five SAHA staff and one onsite contractor. Prepares and maintains a variety of simple and complex statistical, graphic, technical, and/or narrative reports and records such as planning documents, computer programs, work schedules, accounting and financial reports and records. Communicate effectively, both orally and in writing. Manage the design, acquisition, and implementation of local and wide area virtual private networks to the more than 70 remote locations. Oversee the installation, configuration, and maintenance of telecommunication areas that house ISP network equipment, routers, switches, wireless access points, fiber optic concentrators, Category 5e cabling connectors and associated software. Maintains confidentiality of sensitive, personal, and critical information contained in the network, or transmitted via SAHA communication equipment; unauthorized or inappropriate disclosure of this information could adversely affect the reputation of SAHA or result in legal action. Manage the daily operation and equipment inventory of primary and alternate computer rooms. Maintain HALON fire control system, Uninterruptible Power Supply and Air Conditioning support for both environments. Assist in developing disaster recovery procedures and conduct alternate site backup and storage of , customer, financial, and tenant accounting data. Submit to vendors purchase orders for computers, servers, printers, software, audiovisual and telecommunications equipment. Review contractor invoices for correctness and submit for payment. Establish annual budgetary guidelines for division and department acquisition and repairs of computers and printers. Coordinate with T&T staff and make acquisitions of network servers. Assumes the role of Chief Technical Officer in CTO s absence. Monitor the performance of the computer and telephone networks, using software and hardware to diagnose and correct errors. Coordinate with telecommunication providers in order to ensure proper day-to-day operation of Internet, LAN/WAN, and telephone service for the entire Housing Authority. Other duties as assigned. EDUCATION Revised 1/30/2009

120 Bachelor's degree (B.A.) from a four-year college or university in Computer Information Systems (CIS), Computer Science, Business Administration or a related field preferred and; or an equivalent combination of education and experience. EXPERIENCE Five (5) years experience in systems networking, telecommunications, micro-computers, and programming. LICENSES/CERTIFICATIONS MSCE, MCA, CAN required, or equivalent formal or informal study. Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. MANAGEMENT RESPONSIBILITES Middle Management: Head of a department or major segment of the organization. Most policies and practices are implemented through subordinate supervisory/management levels. Has assigned budgetary responsibilities. Revised 1/30/2009

121 JDE CNC ADMINISTRATOR Department: Technology and Telecommunication Job Type: 308 Pay Grade: 18 Exempt/ Non-Exempt: Exempt SUMMARY The JDE Administrator is responsible for providing technical and organizational leadership for the department s JDE environment. This includes installing/maintaining hardware/software; developing/maintaining computer applications, reports and databases; providing leadership during development/maintenance of production applications, reports and databases; providing general Help- Desk functions for the company; maintaining user configuration; maintaining package builds/ and developing/maintaining JDE administrative/maintenance/development standards. The JDE Administrator must have experience in the following areas: installation, maintenance, development, trouble shooting (must have depth and be very intuitive in this area), relational database normalizing, computer programming, computer disk file organization methods, client/server, Windows operating systems, assessing/installing new technologies, path codes, environments, master business functions, data types, data sources, package build and deployment, security, UBE's, APPL's, ESU's, OMW, JDE Net and Kernels. JOB DUTIES Maintain package builds and deployments using JDE package and deployment tools. This includes all environments. Provide leadership during the development and maintenance of the company's production application, reports and databases. This includes working with IT staff and SAHA departments during the design, development and implementation. Maintain user configuration using JDE Security Workbench and configuration tools. This includes setting up new users, updating printer assignments and updating access for all environments. Install and maintain computer hardware and software to support the JDE environments. This includes operating system and third party software packages, maintenance, administration and ESU's. Develop and maintain computer applications, reports and databases using JDE OMW tools. Develop and maintain computer applications, reports and databases using MS Visual Studio, Crystal Enterprise and MS SQL Enterprise tools. Develop and maintain JDE administrative, maintenance and development standards, data backup, disaster recovery plans and documentation. This includes recognizing and identifying potential areas where existing IT policies and procedures require change or where new standards need to be developed. Handle daily production ("Help Desk") issues. This includes hardware, software and data related issues. Other duties as assigned. EDUCATION Revised 1/30/2009

122 Bachelor's degree (B.A.) from a four-year a college or university in Computer Science or related field required and; or an equivalent combination of education and experience. EXPERIENCE Five (5) years experience in programming and report generation using JDE tools and JD Edwards experience is required and more than two years of Administration System direct experience and or an equivalent combination of education and experience. Prior industry or consulting experience at a level commensurate with senior skill set knowledge. Undergraduate degrees, advanced degrees and professional or JDE certifications are very favorably viewed for this position. LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Revised 1/30/2009

123 LAN ADMINISTRATOR Department: Technology and Telecommunications Job Number: 314 Pay Grade: 14 Exempt/ Non-Exempt: Exempt SUMMARY Design, install, configure, and repair Network Security Card and Badge Equipment, Doors, Cameras, and audiovisual hardware and software. Assist Network staff in maintaining the San Antonio Housing Authority (SAHA) Local (LAN) and Remote Area Networks (WAN) telecommunications, computers, printers, and servers. Troubleshoots network performance issues and creates graphical reports that are used in resolving network problems. Recommends upgrades, patches, and new applications and equipment. Provides technical support and guidance to Technology and Telecommunications staff and end users. Maintains and administers primary and alternate computer rooms in Network Manager s absence. JOB DUTIES Assist in the administration of the Internet and systems and LAN/WAN security using PROXY, PIX, Content Filters, Anti-Virus, Anti-SPAM hardware and software. Assist with the maintenance of all network servers, workstations, computers, printers and their hardware/software repairs. Maintain and administer primary and alternate computer rooms in Network Managers absence. Assist with Help Desk" help log request, Audiovisual. Maintenance support in responding to approximately 700 employees requiring support for more than2000 computers, printers, wireless and desktop phones, security cameras, doors, and assorted audiovisual equipment in a timely manner. Assist with the installation, configuration, and administration of Windows System Update Servers, Windows System Management Servers, PC Image Deployment Servers, Print, Terminal, and all domain control network servers Assist in monitoring the performance of the computer networks, using software and hardware to diagnose and correct errors. Coordinate with Telecommunication and PC Manager as well as Internet and Telecommunication providers to ensure proper day-to-day operation of Internet, LAN/WAN service for SAHA. Design, install, configure, and repair SAHA s Central Office Security Card and Badge equipment, Security Doors, Cameras, and Audiovisual systems. Assist Security Office in the Daily administration of Security Card, Badge, Door, and Camera equipment. Other duties as assigned. EDUCATION Associate's degree (A.A.) or equivalent from a two-year college or technical school required. Network, Electronic, Computer MGT, or Business related fields, technical school, certificate and formal training Revised 1/30/2009

124 can be substituted. Bachelor's degree (B.A.) from a four-year college or university preferred and; or an equivalent combination of education and experience. EXPERIENCE Specific knowledge of electronic, network, micro-computer, printer, security door, camera, and audiovisual equipment preferred. LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. MAINTENANCE TECHNICIAN TRAINEE Department: Property Management Job Type: 608 Pay Grade: 3 Exempt/ Non-Exempt: Non-exempt SUMMARY This is an entry- level position in the maintenance department requiring 0-1 year of experience in general Maintenance repair work. Under general supervision of the Maintenance Technician II, Senior Technician, or the Maintenance Supervisor this person will be required to perform a variety of unskilled and semi-skilled labor on buildings and grounds of various kinds. JOB DUTIES Troubleshoots, repairs or replaces wiring and parts for electrical outlets, switches, light fixtures, breaker switches/fuses and fittings (e.g. leaky faucets, clogged drain and sewer lines, damaged toilets, sinks and water cutoffs). Performs carpentry, electrical and plumbing repair work of average difficulty in response to service. Picks up and delivers messages and/or supplies. Maintains grounds by picking up litter, watering grass and plants, sweeping sidewalks and parking lots, raking leaves and cultivating plants. May scrape, sand and/or apply cleaning agents by hand to prepare interior walls/ceilings for painting and may paint prepared surfaces with brush/roller. Performs make ready maintenance and cleans/disinfects commodes, sinks, bathtubs, walls, rest rooms, water fountains and replenishes rest room supplies to enhance sanitary conditions. Makes minor electrical, plumbing and carpentry repairs by replacing wall outlets, unstopping clogged drains and replacing doorknobs. Assists skilled technicians in making major repairs. Operates electric buffer, vacuum cleaners and other similar equipment in order to clean floors by sweeping, scrubbing, waxing, buffing, shampooing carpets and vacuuming carpets. Dusts and polishes furniture, woodwork and shelving, and empties and cleans wastebaskets, ashtrays and windows to enhance housing quality standards. Operates gasoline powered v equipment such as power washers, blowers, weed-eaters, ect. Revised 1/30/2009

125 Uses manual strength and appliance dolly to set up tables and chairs according to simple diagrams for resident activities and to remove and/or install appliances, such as refrigerators and cook stoves. Other duties as assigned. EDUCATION High School Diploma or GED required and; or an equivalent combination of education and experience. Zero (0) to one (1) year of experience preferred. EXPERIENCE LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Revised 1/30/2009

126 PAINTER Department: Construction Forces Job Type: 717 Pay Grade: 5 Exempt/ Non-Exempt: Non-exempt SUMMARY Performs journeyman level work involving the preparation and painting of various interiors and exteriors of apartments, houses, and other building structures and performs other work as assigned. JOB DUTIES Paints prepared surfaces with a brush and/or roller. Painting with a paint sprayer may be required. Prepares interior and exterior wall surfaces for painting by scraping peeled paint, patching holes, taping and floating sheetrock, and/or sanding. Sets up ladders and scaffolding as needed. Cleans and maintains painting tools and equipment. Sands wood surfaces by hand to prepare for painting, varnishing, and/or staining. Mixes paints as needed to match colors of previously painted surfaces. Other duties as assigned. EDUCATION High School Diploma or GED required and; or an equivalent combination of education and experience. One (1) to three (3) years of experience. EXPERIENCE LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Revised 1/30/2009

127 Department: Plumbing Department Job Type: 708 Pay Grade: 8 Exempt/ Non-Exempt: Non-Exempt PLUMBER SUMMARY Performs work of average difficulty in repairing and maintaining plumbing systems. JOB DUTIES Makes installations and replacements to pipes, fittings, and fixtures of heating, water and sewer systems according to specifications and plumbing codes. Repairs lines and fixtures using a variety of methods and materials (e.g., caulking, fittings, cutting, and threading pipes, applying pipe sealants, replacing washers in faucets, soldering pipes). Opens clogged sewer mains and lines using sewer rods, augers, and chemicals. Reads and interprets complex blueprints and/or diagrams in order to locate gas, water, and sewer lines for repair. Utilizes various carpentry tools to gain access to plumbing system lines. Performs troubleshooting on plumbing systems. Performs other duties as assigned. The installation, operation, troubleshooting, repair and maintenance of plumbing systems. Plumbing codes and regulations. Safety precautions to avoid injury to the employee and others. The physical layout of SAHA developments and facilities. Minimal carpentry work. Read and interpret complex blueprints to accurately locate gas, water, and sewer lines. Utilize codebooks to verify that work is performed in accordance with applicable city and federal codes. Read, comprehend and follow oral and written instructions. Use judgment in interpreting and/or adapting the existing guidelines when situations not covered by guidelines arise. Refer the situation to the supervisor when problems encountered cannot be solved. Determine the methods of accomplishing work assignments within established procedures and codes. Other duties as assigned. EDUCATION High School Diploma or GED required and; or an equivalent combination of education and experience. EXPERIENCE Two (2) years of work experience in plumbing at journey level. LICENSES/CERTIFICATIONS Must be licensed as a journey plumber by the State of Texas. Texas Drivers License Class CDL Driver s License, or obtains one within six months of employment and be insurable by the Housing Revised 1/30/2009

128 Authority s liability and fleet insurance carrier. Department: Plumbing Department Job Type: 709 Pay Grade: 11 Exempt/ Non-Exempt: Non-Exempt PLUMBER SUPERVISOR SUMMARY Performs supervisory and skilled work directing the activities and personnel involved in maintaining and repairing plumbing systems. Test backflow device and on call for emergency duties. JOB DUTIES Review work orders and close outs. Generate various reports. Prepares time and attendance for employees. Generate requisitions for warehouse and plumbing vendors. Ensures staff adherence to policies and procedures regarding accident reporting and safety procedures. Follow-up with proper documentation following and incident/accident. Determines the proper equipment to use on each plumbing job. Also, makes sure equipment is in good working condition. Assigns various jobs to plumbers. Test back flow devices. Determines the most efficient and safe method of accomplishing assigned work. Estimates the cost of materials for plumbing repairs and new installations. Ensures correct amounts of materials are available to complete an assigned job and any unused materials are returned. Instruct plumbers on proper use and care of equipment. Along with testing backflow devices. Determines the best type of materials that meet the City code to use on each job. Inspects the work of plumbers according to specifications and reads and interprets complex blueprints and/or diagrams in order to locate gas, water and sewer lines for repair. Coordinates with the City for permit applications. Other duties as assigned. EDUCATION High School Diploma or GED required and; or an equivalent combination of education and experience. EXPERIENCE Five (5) years of work experience in plumbing at journey level, and three (3) years of experience with a Masters License. Revised 1/30/2009

129 LICENSES/CERTIFICATIONS Back-flow tester. Master Plumber preferred. Must be licensed as a Master Plumber by the State of Texas. Texas Drivers License Class CDL Driver s License, or obtains one within six months of employment and must be insurable by the Housing Authority s liability and fleet insurance carrier. MANAGEMENT RESPONSIBILITES Supervisor: Supervision is direct or through work leaders or assistants, typically with a subordinate group of up to ten (10) employees. Estimate personnel needs and assign work to meet completion dates in accordance with established schedules. Supervise, coordinate and review the work of assigned staff. Recommend candidates for employment, conduct performance evaluations and salary review for assigned staff and apply company policies. Revised 1/30/2009

130 POLICY AND PROCESS IMPROVEMENT MANAGER Department: Compliance and Process Improvement Reports to: Officer Compliance and Process Improvements Job Type: 089 Pay Grade: 14 Exempt/ Non-Exempt: Exempt SUMMARY JOB DUTIES Develop compliance protocol, and assist in the maintenance of operational policies, special programs, standard operating procedures, and compliance rules and regulations. Maintain and make accessible; knowledge of applicable Code of Federal Regulations, HUD rules and regulations, SAHA s administrative process and procedures, contractual obligations and restrictions, and Federal State and Local laws as they pertain to all aspects of program operations. Monitor local, state, and federal regulations as it pertains to the compliance and operations, interpret the regulations and policy changes, and disseminate and communicate information regarding program changes and potential operational impact to directors. Assist with Compliance Department audits and reviews of operational audits on an as needed. Audits include file review, program compliance work order processing review, unit turnaround time review, special program reviews, financial management, and physical property inspections. Coordinate resources to ensure that all deadlines for audit schedules, audit responses, quality and performance controls, and additional requirements are met. Compose correspondence, reports, and memoranda that are clear, concise and demonstrate effective communication skills. Review and ensure that any and all outgoing documentation or correspondence concerning operational policies and procedures, contractual obligations and restrictions, HUD regulations, or compliance matters are within program requirements. Develop reports on the audits conducted by department. Develop and manage a Compliance Plan addressing issues, goals, and action items that will grow and change to meet department and organizational needs. Develop and implement internal performance reporting tools that evaluate the effectiveness, efficiency, and financial aspects of agency operations. Reporting tools will be tailored to each department or program need. Supervise the PIC coordinator and PIC procedures. Produce graphs, charts, oral or written reports and presentations that clearly, concisely, and effectively present the observations, findings, and recommendations of audits and studies performed to executive management. Provide assistance for short and long-term strategic planning of the compliance department, and identify existing or potential problem areas with recommendations of corrective or proactive measures for the operations of the agency. Conduct training for compliance staff and operations staff, as needed, of operations programs and SAHA or HUD policy to ensure that uniform guidelines are followed. Support the Legal Compliance and Process Improvement Officer in all areas, and serve Revised 1/30/2009

131 as an operational and technical resource to SAHA in the communication and resolution of operational issues. Other duties as assigned. KNOWLEDGE, SKILLS, AND ABILITIES EDUCATION Bachelors Degree from an accredited four year college or university in Business or Public Administration, Finance, Accounting, Management, Law, Real Estate or Related Field required. Masters Degree preferred. EXPERIENCE Three or more years experience with state or federal programs in auditing, project management, or contract management. Must have experience and knowledge of the Section 8, Public Housing, and Multifamily programs as executed under SAHA, and experience in determining eligibility for housing as applicable for audits. Position requires understanding of HUD regulations and operating guidelines for Public Housing Authorities. Have considerable knowledge of Public Housing programs, to include all regulatory requirements; ability to review and interpret federal law and regulations, and ability to strategically plan for the operational compliance of a multi faceted organization. Advanced degree may substitute as applicable. ETHICS As a public agency, SAHA is committed to maintaining the highest of ethical standards. Applicants selected for employment are expected to perform work responsibilities with the highest degree of integrity, professionalism and honesty, to merit the respect of our co-workers, clients, partners, vendors and the general public. Applicants selected for employment are also expected to serve the public with dedication, concern, courtesy and responsiveness. LICENSES/CERTIFICATIONS Texas Class "C" driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. PHYSICAL DEMANDS AND WORKING CONDITIONS Department: Property Management Job Number: 406 Pay Grade: 14 Exempt/ Non-Exempt: Exempt PROGRAM MANAGER Revised 1/30/2009

132 SUMMARY Oversees the HUD Funded grant programs for the San Antonio Housing Authority. Monitors combined budgets in excess of 2 million dollars. Provides technical support to employees of the Public Housing Department, acts as point of contact for grant related information to Housing Authority Senior staff, San Antonio HUD office and Washington. JOB DUTIES Read, interpret and apply HUD regulations to all grant funded programs to include, FSS, CSS, SRS, and any other grant awards directed at enhancing resident self-sufficiency. Develop, implement, monitor and report status on program goals and develop comprehensive action plans to meet and exceed stated grant objectives. Create, monitor and revise action plans that will address any areas of deficiency in grant objectives. Research and create an integrated accountable system that addresses a full spectrum of resident needs based on program requirements, up to date regulations, community resources and available funds that will enhance the quality of life for the residents and impact positively on the Housing Authority financial portfolio. Review, revise and monitor as needed to assure objectives are met. Provide supervision to case management staff through Lead case managers in grant obligations, compliance of grant agreements and to ensure goals and objectives are met. Provide technical assistance to District Managers and Property Mangers on grant requirements, reporting requirements, and all other grant requirements related to fulfilling obligations to funding Authorities. Submit reports through supervisor to Funding Authorities on a monthly, quarterly, semi-annual, and annual basis as specified by grant and/or supervisors requirements. May act as lead in identifying funding requirements, gather information and apply research required for successful submission of grant applications. Supervise and monitor staff performance reviews (through Lead Case managers) to include coaching sessions, and performance enhancement tools to enhance staff performance. Develop collaborative relationships with community partners in accessing services available to residents. Prepare and review service proposals for required grant evaluations, Memorandums of Understanding and contracts for services. Assists with the creation of training programs and provides training for Housing Authority staff in the implementation of grant funded and Resident Council Training Programs. Attend various functions to include SAHA Board Meetings, external agency meetings, collaborate with consultants, and prepare and present special presentations as required. Adhere to Federal, State and local laws/regulations as they pertain to SAHA resident programs. Other duties as assigned. EDUCATION Bachelor's Degree (B.A.) from a four-year college or university in Social Work, Business Administration, Business Management or related field required and; or an equivalent combination of education and experience. Master s Degree preferred. EXPERIENCE Five (5) years of related experience, three (3) years of which must have been in a supervisory capacity. Must have (4) years of experience in managing grant funded programs LICENSES/CERTIFICATIONS Must obtain Public Housing Management Certification and Section 8 Housing Management Certification Revised 1/30/2009

133 within one year of date of hire. Senior Housing Management Certification Preferred. Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. MANAGEMENT RESPONSIBILITES Supervisor Supervision is direct or through work leaders or assistants, typically with a subordinate group of up to ten (10) employees. Estimate personnel needs and assign work to meet completion dates in accordance with established schedules. Supervise, coordinate and review the work of assigned staff. Recommend candidates for employment conduct performance evaluations and salary review for assigned staff and apply company policies. Revised 1/30/2009

134 PUBLIC AFFAIRS AND PERSONNEL OFFICER Department: Public Affairs and Personnel Reports To: President and CEO Pay Grade: 23 Classification: Exempt SUMMARY The Public Affairs and Personnel Officer, under the direction of the President and CEO, is responsible for the development of activities related to public relations, media relations, community relations, intergovernmental relations and internal messaging. This person is responsible for managing the production of all agency print, web and video materials, including writing, designing, editing, printing and distribution. This position also oversees all board-related communications and materials, including all activities in preparation for board meetings. JOB DUTIES Plan, lead, provide management oversight, edit and control print, web, and video media as to enhance San Antonio Housing Authority (SAHA) image and communicate SAHA issues, actions, and services. This includes existing communications tools: client newsletter, Neighbors; stakeholder e-newsletter, Housing Matters; employee e-newsletter, Insight; SAHA website, SAHA intranet, video productions, annual reports and all agency-wide brochures. Oversee relations and communications with SAHA s Board of Commissioners, to include the management of all board-related materials, such as public meeting notices, board packets, meeting minutes, responses to citizens, etc. Manage the agency s external communications activities, including serving as primary media spokesperson and ensuring consistency in presenting SAHA information to the public in an accurate, timely and effective manner. Provide leadership and management on media relations, including preparing SAHA leadership for media contacts and events. Anticipate media responses and prepare spokespersons accordingly. Provide oversight of governmental relations regarding present and future issues. Develop and maintain strong working relationships with community leaders, internal information sources and the media. Manage the dissemination of prompt, accurate information to the public during emergent or crisis situations. Develop, organize, implement and maintain internal communications efforts to communicate information to employees. Other duties as assigned. KNOWLEDGE, SKILLS, AND ABILITIES Knowledge of hospitality industry and its market in San Antonio. Knowledge of journalism, printing processes, photography, and graphics. Knowledge of fund raising techniques and methods. Knowledge of advertising, marketing, and promotional strategies and objectives. Knowledge of all aspects of government, the community, attractions, hotels, civic organizations, art groups, etc. Knowledge of budget administration. Skill in operating a System 36 keyboard. Ability to communicate effectively, both verbally and in writing. Ability to work with print and electronic media. Revised 1/30/2009

135 Ability to prepare proposals and statistical reports. Ability to establish effective working relationships with co- workers, supervisors, and the general public. Ability to travel out of town to make sales calls on media. TECHNICAL COMPETENCIES The following personal attributes are considered essential requisites for effective performance of the holder of this position: Positive Thinking & Attitude: Maintains a positive work environment by creating job motivation, remaining enthusiastic about taking on challenges, demonstrating an I care attitude, approaching others in a pleasant, happy, and upbeat manner, and always finding the positive aspect of a negative situation; ability to resolve conflict in positive ways. Communicates Effectively: Presents ideas clearly and influentially through various means; identifies/shares important information in a timely manner; appears knowledgeable and confident in communicating information. Work Ethic: Dependable and meets commitments by exhibiting willingness to put in extra hours or do whatever it takes to get the job done. Available and presentable for work on a consistent and timely basis. Organization: Develops plans to achieve objectives by identifying resources needed, time allocations, and anticipated obstacles. Utilizes planning tools and methods for prioritizing, organization and following through. CORE COMPETENCIES The following personal attributes are considered essential requisites for effective performance of the holder of this position. Problem-Solving Expertise: Identifying and defining problems/goals including scope and sequence or priorities for attainment; selecting and implementing alternative solution strategies; and supervising resources, constraints, and contingencies. Influencing Capabilities: Actions designed to assure the achievement of identified objectives in this area of functional responsibilities; accurate analysis of situations with appropriate related follow-up and supervisory approach responses; effective management of interpersonal behavior and/or conflict; demonstrated high level of adaptability required to effectively manage diverse, changing, and even competing task expectations. Supervisory/Administrative Skills: Basic set of supervisory skills involved in the efficient administration of this function including directing, implementing, motivating/communicating, and evaluation the services it provides for the organization. Planning Orientation: Demonstrated competency in operational planning processes; ability to understand, and commitment to integrate the contributions to be made through this function; assessing, allocating and supervising the use of resources (material, staff, capital) in a prudent and orderly manner; monitoring, measuring and taking corrective actions required to achieve targeted results. EDUCATION Bachelor's Degree (B. A.) from an accredited four-year college or university in Communications, Public Relations or related field required; with high-level knowledge of media relations required. Revised 1/30/2009

136 EXPERIENCE Six (6) years of experience in professional level public relations, media relations, or community relations, and three (3) years of management experience. LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance. PHYSICAL DEMANDS AND WORKING CONDITIONS Physical requirements include occasional lifting/carrying of 5 pounds. Visual acuity, speech and hearing; hand and eye coordination and manual dexterity necessary to operate a computer keyboard and basic office equipment. Subject to sitting, standing, reaching, walking, twisting and kneeling to perform the essential functions. Working conditions are primarily inside an office environment. ETHICS As a public agency, SAHA is committed to maintaining the highest of ethical standards. Applicants selected for employment are expected to perform work responsibilities with the highest degree of integrity, professionalism and honesty, to merit the respect of our co-workers, clients, partners, vendors and the general public. Applicants selected for employment are also expected to serve the public with dedication, concern, courtesy and responsiveness Revised 1/30/2009

137 Department: Real Estate Services Job Type: 261 Pay Grade: 11 Exempt/ Non-Exempt: Exempt REAL ESTATE SPECIALIST Under general supervision, is responsible for administrative and counseling work of average difficulty providing information and assistance to participants in the homeownership program. Coordinates and conducts various outreach programs in order to recruit interested participants, assists in the potential participants, and provides homebuyers counseling. JOB DUTIES Maintain and monitor homeownership program, which includes receive, review, determine eligibility the homeownership calculations worksheet and process applications. Coordinate and conduct various outreach programs in order to create an interest in the program and to recruit potential participants. Conduct orientation briefings and other meetings in order to provide program information to potential participants. Performs case management functions for each participant, which includes providing referrals to other agencies, conducting assessments, conducting home visits and assisting in other various needs of participants. Prepares the contract tracking forms for all Earnest Money Contracts, Amendments, Funding Packages, and terminations. Creates and compiles homeownership prescreening packets and maintain spreadsheets and diagrams needed for dissemination to senior management, communications, accounting department, HUD, Organization Task Force team and open records request. Meet with Non-Profit Organizations and review offers and accept offers and forward all the offers to the escrow s company involved, coordinate all closing offers. Acts like a liaison between the Family Self Sufficiency Coordinators and Homeownership/FSS Director. Return all s and phones related to Homeownership, and the Homeownership Waiting List. Other duties as assigned. EDUCATION Associate s Degree (A.A.) from an accredited two-year college or university in Business, Real Estate, Finance, or any related field and; or any equivalent combination of education and experience. EXPERIENCE Two (2) years of related work experience, one (1) year which must be in counseling related to mortgage lending. LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Revised 1/30/2009

138 REAL ESTATE SPECIALIST II Department: Real Estate Services Job Type: 261 Step: 1-2 Pay Grade: 12 Exempt/ Non-Exempt: Exempt SUMMARY Performs work of average difficulty involving the preparation and revision of plans, profiles, cross sections, elevations, detailed scale, charts, graphs and other illustrative materials which are directly related to planning, landscaping, engineering and/or architectural activities. JOB DUTIES Performs comprehensive evaluations of vacant and occupied properties and sites with estimate of the cost of labor and materials for rehabilitation / modernization, repair and / or improvements to SAHA property / inventory. Prepare and secure appropriate documentation / reports needed, submit request for purchase orders to be released, includes procurement compliance for contractor selection, and assessment of materials needed per the scope of work. Provide direction and oversight while monitoring the quality of work of the contractors / trades. Gather additional items needed for the job site to ensure deadline will be met; monitor and check schedules progress is in compliance with the Ernest Money Contract (EMC) closing date. Perform quality control checks on vacant properties and prepare punch list for the contractors / trades to address. Prepare appropriate reports with all essential documentation needed to close out the vacant properties for the sale of the home. Coordinates and confers with contractors, asset manager, housing managers, and staff in order to provide direction and the support necessary to resolve any discrepancies to maximize the quality and progress of work involving rehabilitation / modernization and repair. Prepare and monitor appropriate work orders needed to resolve any issues that may have arisen on the job site. Maintain Vacant Lots by coordinating monthly cuts and securing appropriate purchase orders while updating appropriate documentation / reports reflecting all activity occurring to the various properties. Resolve any code compliance issues and coordinate / arrange for compliance with the code-enforcing officer. Coordinate HVAC Units to be inspected and serviced by a certified SAHA board approved vendors. Ensure an air quality assessment has been performed and resolved before sale of home. Coordinate remediation process to be performed on the home is the initial air quality assessment fails; set up post clearance test to verify the remediation was successful. Assist with the oversight of professional contractors (with specifications, construction documents, bidding documents, and property physical needs assessments) per the direction of immediate supervisors. Serve as a member of the Selecting Committee to review RFP / RFQ bid documents and provide input and recommendations for award of contract to the Board of Commissioners. Attend scheduled / special board meetings to serve as a resource to answer any questions that may arise regarding the RFP / RFQ bid documents. Maintains working knowledge of Public Housing Section 32 Homeownership Program and HUD requirements. Hold monthly meetings with the Real Estate Specialist to discuss / go over Homeownership Program and HUD requirements. Attend training seminars when available as continued education for the department. Monitor SAHA Board Approvals and HUD reporting directly affecting the Public Housing Section 32 Homeownership Program. Coordinate with the SAHA Public Relations Department to gather board approval documentation that may be needed to support the Real Estate Services Department. Prepares appropriate documentation / reports for SAHA Senior Team and Board Members on progress and status updates of all Public Housing Section 32 Homeownership properties. Assist with updating any Revised 1/30/2009

139 reports as needed / requested by senior team or board members. Aide Real Estate Services with any open records request that may come in from the general public. Coordinate and schedule Air Quality Assessments (AQA) to be performed on all occupied and unoccupied properties. Secure various environmental companies to perform a wide scope of assessments on the various properties / sites. Prepare detailed AQA spreadsheets with essential data and update pertinent members of the Senior Team, various Department Heads, and other personal that require valid and up to date information on a daily basis. Coordinate AQA(s) to be performed on all properties that have just been placed under an Ernest Money Contract (EMC). Maintain time line of scheduled AQA(s) and ensure all cost associated with the AQA is tracked for procurement purposes. Other duties as assigned. EDUCATION Bachelor s Degree from an accredited four-year college or university in Architectural Design or related field required and; or an equivalent combination of education and experience. EXPERIENCE Two (2) years experience related to housing/building planning, design, construction, rehabilitation and maintenance. LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and must be insurable by the Housing Authority s liability and fleet carrier. MANAGEMENT RESPONSIBILITES Supervision is usually partial or part-time and restricted to assigning work and supervising the efforts of a small subordinate group of employees, typically up to three (3). Much of the time is spent performing work of the type supervised. Revised 1/30/2009

140 Department: Property Management Job Type: 607 Pay Grade: 3 Exempt/ Non-Exempt: Non-exempt REFUSE COLLECTION OPERATOR SUMMARY Routinely drives a side-lift refuse truck on assigned route and operates all lifts, hoists, and other auxiliary equipment attached to the truck, and performs related work as required. JOB DUTIES Supervise the safety and productivity of the refuse Dept. crews within assigned routes and insures that workload standards are met. Maintains assigned vehicle by: pre and post trip inspections required by D.O.T Enforces all personnel and departmental rules uniformly. Along with monitoring and evaluating the employees to ensure proper work performance. Generates requisitions for materials and equipment. Perform preventive maintenance and minor repairs to equipment. Collection of brush & bulky items at area developments. Dispose at area landfill. Operate a large grabble boom truck. Trains new employees in the proper and safe operation of equipment and orientation or departmental policies and procedures. Handle complaints or concerns to facilitate prompt and efficient solutions. Plans, organizes, designs and adjust routes as needed. Drives assigned route in order to pick up and dump collected brush and bulky items. Other duties as assigned. EDUCATION High School Diploma or GED required. Ability to read and write at level necessary for successful job performance and; or an equivalent combination of education and; or an equivalent combination of education and experience. EXPERIENCE Three (3) years of responsible driving experience in this general class of vehicle. LICENSES/CERTIFICATIONS Texas Drivers License Texas CDL and be insurable by the Housing Authority s liability and fleet insurance carrier. RISK SPECIALIST Revised 1/30/2009

141 Department: Risk Management Job Type: 055 Pay Grade: 9 Exempt/ Non-Exempt: Non-Exempt SUMMARY Performs administrative and professional work involving a variety of aspects of risk administration, loss control, liability exposure and risk exposure. JOB DUTIES Receives and reviews all accident reports for filing or follow up at the Risk Manager s direction for all lines of business workers compensation, property damage, liability and automobile liability. Administers the Safety and Workers Compensation program by ensuring the proper investigation, prompt filing of relevant and time sensitive documentation to the TDI-DWC and our insurance carriers or third party administrators as required by law. Handles all non-complex property and casualty claims under the Risk Manager s supervision to include any subrogation recoveries. Caries out all Safety Training sessions for all staff throughout the year based on the calendar of classes and presentations prepared by the Risk Manager. Joins Risk Manager at all Risk Control Committee Meetings. Provides reports to Risk Manager on trends and follow up issues presented at any meetings and work collectively to resolution. Conducts on site property inspections with and without the Risk Manager to identify potential risks and address them accordingly. Shadows Risk Manager on complex claim issues for on the job training. Prepares spreadsheets for all properties to include premiums and loss data to track trends in cost and accident frequency to address and reduce them. Upload and maintain all active policies to disc and copy to Risk Management shared folder on the L drive. Prepare and track all new development, development acquisitions and homeowner policies where we are a primary or an additional insured and keep them current. Reviews underwriting process to bind policy coverage, understand all SAHA insurance policies and their purpose under the Risk Manager s guidance. Tracks all quarterly inspection reports for all properties and maintains a dynamic spreadsheet on them. Assists in all aspects of preparation of Emergency Preparedness and Safety Manual at the Risk Manager s direction. Undertakes any research projects as assigned to include verification of insurance company ratings and city processes. Other duties as assigned. EDUCATION Bachelor s Degree from an accredited four-year college or university in Business or a related field and; or an equivalent combination of education and experience. EXPERIENCE One (1) year of experience in analysis. Revised 1/30/2009

142 LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Revised 1/30/2009

143 SENIOR HUMAN RESOURCES MANAGER Department: Human Resources Reports to: Public Affairs and Personnel Officer Pay Grade: 18 Classification: Exempt SUMMARY Plan, organize, coordinate, direct and control all Human Resources functions to include: recruiting, benefits administration, employee relations, training, performance management and HRIS reporting. Perform management functions in Risk Management safety training and coordination of Worker's Compensation/FMLA administration. Act as department Director in the absence of the Director. JOB DUTIES Participates in development of policy and processes, strategic planning initiatives, and other projects and committees. Acts as department Director in the absence of the Director. Provide objective guidance to other departments in all functions of Human Resources as they relate to departmental issues. Manage and direct the utilization of the HRIS system for processing and reporting on various Human Resources issues and maintain documented internal workflow processes for the Human Resources function. In addition, manage all personnel action requests. Negotiates and coordinates with benefit plan providers, vendors, auditors and consultants for services, premiums and plan administration and recommends benefit plan changes to management. Also, directs the administration of employee benefits programs. Direct coordination and communication of safety training in the area of Risk Management. Also, coordinate Worker's Compensation and FMLA benefits administration. Support an aggressive employee relations program and direct creation of activity reports. Also, manage the performance management process. Direct the design, development, delivery and assessment of multiple and various training programs for employees and management. Manage recruitment, selection and retention efforts for the organization and direct the creation of documented processes Other duties as assigned. KNOWLEDGE, SKILLS, AND ABILITIES Knowledge of principles and practices of benefits program administration, and insurance program management. Knowledge of ERISA, HIPPA, COBRA and other related regulations. Knowledge of cost containment programs, practices and options. Knowledge of administrative and management principles, practices and techniques. Knowledge of principles and practices of supervision, training, and personnel management. Skill in operating a personal computer and utilizing rudimentary software. Ability to analyze cost data and insurance trends. Ability to prepare management reports. Ability to communicate clearly and effectively, both verbally and in writing. CORE COMPETENCIES Revised 1/30/2009

144 The following personal attributes are considered essential requisites for effective performance of the holder of this position. Problem-Solving Expertise: Identifying and defining problems/goals including scope and sequence or priorities for attainment; selecting and implementing alternative solution strategies; and supervising resources, constraints, and contingencies. Influencing Capabilities: Actions designed to assure the achievement of identified objectives in this area of functional responsibilities; accurate analysis of situations with appropriate related follow-up and supervisory approach responses; effective management of interpersonal behavior and/or conflict; demonstrated high level of adaptability required to effectively manage diverse, changing, and even competing task expectations. Supervisory/Administrative Skills: Basic set of supervisory skills involved in the efficient administration of this function including directing, implementing, motivating/communicating, and evaluation the services it provides for the organization. Planning Orientation: Demonstrated competency in operational planning processes; ability to understand, and commitment to integrate the contributions to be made through this function; assessing, allocating and supervising the use of resources (material, staff, capital) in a prudent and orderly manner; monitoring, measuring and taking corrective actions required to achieve targeted results. Positive Thinking & Attitude: Maintains a positive work environment by creating job motivation, remaining enthusiastic about taking on challenges, demonstrating an I care attitude, approaching others in a pleasant, happy, and upbeat manner, and always finding the positive aspect of a negative situation; ability to resolve conflict in positive ways. Communicates Effectively: Presents ideas clearly and influentially through various means; identifies/shares important information in a timely manner; appears knowledgeable and confident in communicating information. Work Ethic: Dependable and meets commitments by exhibiting willingness to put in extra hours or do whatever it takes to get the job done. Available and presentable for work on a consistent and timely basis. Organization: Develops plans to achieve objectives by identifying resources needed, time allocations, and anticipated obstacles. Utilizes planning tools and methods for prioritizing, organization and following through. EDUCATION Bachelor's Degree (B.A.) from an accredited four-year college or university in Human Resources, Business Administration, or a related field required and; or an equivalent combination of education and experience EXPERIENCE Four (4) years of Human Resources generalist experience and at least one year in a supervisory capacity. LICENSES/CERTIFICATIONS Revised 1/30/2009

145 Professional of Human Resources (PHR) Certification must be obtained within one year of hire. Texas Class 'C' driver's license at the time of placement and be insurable by the Housing Authority's liability and fleet insurance carrier. PHYSICAL DEMANDS AND WORKING CONDITIONS Office environment and community sites. May require driving a vehicle to conduct work. Hearing and speaking to exchange information. Seeing to read a variety of materials. Dexterity of hands and fingers to operate a computer keyboard. Bending at the waist to retrieve and store files. Sitting for extended periods of time. Contact with dissatisfied or abusive individuals. ETHICS As a public agency, SAHA is committed to maintaining the highest of ethical standards. Applicants selected for employment are expected to perform work responsibilities with the highest degree of integrity, professionalism and honesty, to merit the respect of our co-workers, clients, partners, vendors and the general public. Applicants selected for employment are also expected to serve the public with dedication, concern, courtesy and responsiveness. Revised 1/30/2009

146 SOFTWARE SYSTEMS MANAGER Department: Technology and Telecommunications Job Type: 316 Step: Pay Grade: 20 Exempt/ Non-Exempt: Exempt SUMMARY Other duties as assigned. JOB DUTIES EDUCATION EXPERIENCE LICENSES/CERTIFICATIONS Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Typing test certification required. Minimum 50 net words per minute preferred. TELECOMMUNICATIONS MANAGER Department: Technology and Telecommunications Job Type: 417 Pay Grade: 15 Exempt/ Non-Exempt: Exempt SUMMARY Under administrative direction, is responsible for performing the administrative as well as the development, maintenance, production and enhancement of telecommunications systems and services. Is responsible for researching, collecting and dissemination of information about emerging technologies that support SAHA, IT initiatives. Exercises direct supervision over assistant telecommunications specialist. JOB DUTIES Ensures continuity and alignment of SAHA s telecommunications direction. Responsible for day to day operation, maintenance and troubleshooting of telecommunications infrastructure including Telephones, Voic . Private Switched enhanced 9-11 database, (E-911), Enhanced Call Accounting (ECAS), Network Cabling and wiring and SAHA Wire Area Network, (WAN). Designs, implements and monitors the performance of Cutting Edge Avaya products: (VOIP) IP Telephony, S8700/8720 Call Managers, G650 Gateways, (ESS) Enterprise Survivable Server at Revised 1/30/2009

147 Warehouse location. Writes, Edits and troubles call vectors, VDN s and Hunt-groups providing call routing for all call center functions. Responsible for day to day management of Avaya Voic system database and servers. Responsible for administrative processes encompassing long range telecommunications plans, budget preparation, user billing, monitoring and evaluating systems. Responsible for diagnosing and resolving complex problems to ensure day to day operation of Housing Authority Wide Area Network to include sixty six branch sites through the city. Manage configuration and day to day operation of Housing Authority Blackberry server. Configure, load and test wireless access points, cell phones, security, usage and repair. Assists on facility-based telecommunications projects. Interface with outside telephone companies, and technical personnel. Ensures accurate administration of speech enabled interactive voice response system (IVR). Participates in conferences with vendors, consultants and other communications representatives for the purpose of procuring hardware and software technology. Other duties as assigned. EDUCATION Bachelor s Degree from an accredited four-year college or university in Networking, Information Systems, Computer Science, or related field or an equivalent combination of education and experience. EXPERIENCE Seven (7) years experience in computer systems networking, mini, and Microcomputers, with over (5) years telephone outside plant experience. Two (2) years of experience in telecommunications networking. LICENSES/CERTIFICATIONS Texas Class C driver s license at time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. MANAGEMENT RESPONSIBILITES Supervisor: Supervision is direct or through work leaders or assistants, typically with a subordinate group of up to ten (10) employees. Estimate personnel needs and assign work to meet completion dates in accordance with established schedules. Supervise, coordinate and review the work of assigned staff. Recommend candidates for employment, conduct performance evaluations and salary review for assigned staff and apply company policies. Revised 1/30/2009

148 TELECOMMUNICATIONS SPECIALIST Department: Technology and Telecommunications Job Type: 319 Pay Grade: 12 Exempt/ Non-Exempt: Exempt SUMMARY Under administrative direction, is responsible for performing the administrative as well as the development, maintenance, production and enhancement of telecommunications systems and services. Is responsible for researching, collecting and dissemination of information about emerging technologies that support SAHA, IT initiatives. Exercises direct supervision over assistant telecommunications specialist. JOB DUTIES Assists in designing, deploying and monitoring of Avaya Products: Responsible for day-to-day operation, maintenance and Troubleshoots telecommunications infrastructure including Telephones, Voic . Private Switched enhanced 9-11 database, (E-911), Enhanced Call Accounting (ECAS), Network Cabling and wiring and SAHA Wire Area Network, (WAN). With Direct Supervision, implements and monitors the performance of Cutting Edge Avaya products: (VOIP) IP Telephony, S8700/8720 Call Managers, G650 Gateways, (ESS) Enterprise Survivable Server at Warehouse location. Edits and troubleshoots call vectors, VDN s and Hunt-groups providing call routing to Housing Authority departments. Assists in the day-to-day management of Avaya Voic system database and servers. Assist in local and remote call center implementation and daily operational support. Install, monitor and maintain telephone and computer network connectivity server s hardware and software. Assign telephone user s telephone numbers, voic boxes and maintain access and identify network errors. In the absence of Telecommunications Manager, assumes responsible for operation, maintenance, and inventory of cell phones, IP telephones and communications systems for Housing Authority Wide Area Network to include sixty-six branch sites through the city. Assist in administration of Housing Authority Blackberry server. Configure, load and test wireless access points, cell phones, security, usage and repair. Assists on Help Desk respond to user s requests for assistance on all problems use and operation of microcomputer hardware, microcomputer software, and telephone and network problems. Ensures accurate administration of speech enabled interactive voice response system (IVR). Assists in deployment and monitoring of the central office Wireless network. Installing and repairing computer network wireless access points, laptops, security cameras and, audiovisual equipment. Other duties as assigned. Revised 1/30/2009

149 EDUCATION Associate's Degree (A.A.) or equivalent from a two-year college or technical school required. Networking, Information Systems, Computer Science, or related field preferred. Bachelor's Degree (B.A.) from a four-year college or university preferred and; or an equivalent combination of education and experience. EXPERIENCE Five (5) years experience in computer systems networking, mini, and Microcomputers. LICENSES/CERTIFICATIONS Texas Class C driver s license at time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Revised 1/30/2009

150 TRADES SUPERINTENDENT Department: Property Management Job Type: 218 Pay Grade: 16 Exempt/ Non-Exempt: Exempt SUMMARY Plans, directs, organizes, coordinates and manages trades maintenance supervisors. Includes plumbing, electrical, welding, structural, refuse that provide service to public and non-profit housing of single family, multifamily and high-rise units. Performs administrative and supervisory work of considerable difficulty in planning, directing and coordinating routine, preventive, and emergency maintenance and repair of SAHA buildings, grounds and equipment. JOB DUTIES Resolves operational problems, which cannot be resolved by lower level supervisors. Directs and resolves emergency situation when they arise during and after, Monitors the maintenance work orders system, including work order request, dispatch, completion, quality control and complying with HUD regulations hours. Confers with contractors, architects, engineers, housing managers, and maintenance staff in order to provide technical services and support necessary to resolve any discrepancy, maximize quality and progress of work involving maintenance, construction rehabilitation/repair, modernization or other assigned projects. Computes cost estimates of labor, materials, and equipment in order to prepare budgets for various programs, allocates budget costs, and reviews contract funding and periodic estimates to assure their accuracy, prevent cost overruns and prepares change orders and/or amendatory agreements. Forwards this information to the approving authority. Inspects completed work, work in progress and work plans on all assigned projects for quality and compliance, prepares appropriate progress reports, and completes closeout activities by completing necessary documentation. Compiles information and creates various maintenance reports to monitor work completed, budgetary spending, and goal achievements. Formulates recommendations and develops preventive maintenance programs, including plumbing, mechanical, heating, cooling, structural, and electrical systems. Prepares bid documents and assists advertising for bids and bid openings. Evaluate bid and recommends contract awards. Reviews specifications and technical drawings and/or plans for contract maintenance work, rehabilitation construction/repair, modernization, or other assigned projects. To ensure they meet mechanical, electrical, plumbing, structural specifications. Trains and coordinates training for maintenance staff. To include all aspects of maintenance, technical, safety, customer service, supervisory, and technological training. Assess and computes damage estimates and obtains proof of loss in resolving insurance claims. Other duties as assigned. EDUCATION Associate's Degree (A.A.) or equivalent from a two-year college or technical school required. Bachelor's Degree (B.A.) from a four-year college or university preferred. Engineering or a related field preferred Revised 1/30/2009

151 and; and or an equivalent combination of education and experience. EXPERIENCE Seven (7) years of progressive experience related to building/housing construction, rehabilitation and maintenance, four (4) years of which must have been as a Superintendent or Supervisor. LICENSES/CERTIFICATIONS Master Electrician License. Master License in either plumbing or electrical through the state of Texas. Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. MANAGEMENT RESPONSIBILITES Middle Management: Head of a department or major segment of the organization. Most policies and practices are implemented through subordinate supervisory/management levels. Has assigned budgetary responsibilities. Revised 1/30/2009

152 WAREHOUSE ASSISTANT Department: Inventory Management Job Type: 512 Pay Grade: 2 Exempt/ Non-Exempt: Non-exempt SUMMARY Performs routine clerical work responsible for receiving, storing and issuing materials, supplies and equipment, and keeping inventory records. Employees perform considerable manual work in the receipt, storage, and delivery of supplies ordered. JOB DUTIES Fill orders or issue supplies from stock. Deliver materials ordered to properties and departments. Count, sort, or weigh incoming articles to verify receipt of items or requisitions or invoices. Maintain order and cleanliness in and around the warehouse. Respond to requests for information from coworkers, and vendors regarding warehouse related items Enter record of inventory receipts and issues into JD Edwards warehouse management system Assist in loading or unloading supplies for transportation or storage Coordinate with vendors, AP and Purchasing department personnel to correct order discrepancies Prepare periodic, special, or perpetual inventory of stock. Prepare requisitions, orders, or other papers for purchasing or requisitioning new or additional stock items. Compile stock-control records, consumption data, consumption rates, and related factors to establish or recommend stock levels or replenishment needs. Other duties as assigned. EDUCATION High School Diploma or GED required. Associate's degree (A.A.) or equivalent from a technical school in warehousing operations preferred and; or an equivalent combination of education and experience. One (1) year of experience in warehousing. EXPERIENCE LICENSES/CERTIFICATIONS Commercial Driver s license & forklift operator certification. Prefer that the employee have experience driving large, commercial vehicles and be forklift operation certified. Revised 1/30/2009

153 WELDER Department: Property Management Job Type: 719 Pay Grade: 7 Exempt/ Non-Exempt: Non-exempt SUMMARY This is skilled work in acetylene, electric arc, and mig welding. An employee in this class is responsible for the application of trade skills to a wide variety of welding, brazing and metal cutting jobs on ferrous and non-ferrous metals. This skilled trade work requires the knowledge and safe operation of all welding equipment to include oxygen acetylene cutting and brazing, mig welding, gas powered arc welding. An employee in this class is responsible for the property use of the plasma cutter, electric and gas equipment pertaining to the manufacture, repair and installation of ferrous or non-ferrous metal products. Additional duties when between welding work orders, to include the assistance of the manufacture of different styles of cabinetry, counter tops, heavy duty and light weight window screens. JOB DUTIES Cut and clean material to fix property for welding task Welding of doors, gates, stairs, fence panels and other steel structures, the mig or electric arc or gas welding process. Grinding sand and cleaning of welded material for the prep of primer and painting. Installation of finished product with the use of welding equipment and power tools. Read blueprints and interpret work from draft or drawing. Estimate time, material d total cost of project. Lay out welding work of project that has to be fabricated. Assisting the production shop with the manufacture of cabinets and counter-tops may also include the installation of items. Assisting with the manufacture of heavy duty and lightweight window screens may also include the installation of items. Maintaining of all welding equipment to include welding truck welder, high capacity air compression and the general cleaning and up keep of the welding shop. Other duties as assigned. EDUCATION High School Diploma or GED required and; or an equivalent combination of education and experience. EXPERIENCE Three (3) or more years of verifiable work experience in the welding trade industry. LICENSES/CERTIFICATIONS Texas Class "C" driver s license at the time of placement and must be insurable by the Housing Authority s liability and fleet insurance carrier. ASSISTED HOUSING PROGRAM MANAGER Department: Assisted Housing Programs Revised 1/30/2009

154 Reports To: Director of Assisted Housing Job Type: Pay Grade: 14 Exempt/ Non-Exempt: Exempt SUMMARY Performs administrative, managerial, and supervisory work of considerable difficulty involving the planning and organizing of efforts to provide housing through the various affordable housing programs. Will manage and coordinate the activities of the operations segment of the Assisted Housing Programs Department including Section 8 Housing Choice Voucher, Homeownership, Moderate Rehabilitation, Shelter Plus Care and other Special Programs. Responsible for developing, implementing and managing all Assisted Housing Programs policies, procedures, and practices to ensure employees are complying with federal regulations, state laws and internal policies and procedures concerning Section Eight Management Assessment Program (SEMAP) and program fitness. Develops a culture of regulatory compliance through training, education, audits and other monitoring processes and expands knowledge base of program requirements across SAHA, community leaders and/or organizations. JOB DUTIES Monitors the supervision of the Section 8 Housing Choice Voucher, Moderate Rehabilitation, Shelter Plus Care and other affordable housing programs by reviewing reports and statistics produced by the audit team and other departments. Provides counseling and support to the Housing Assistance Supervisors and other staff members as needed through discussions about performance or other job related problems. Monitors changes/trends in Federal, State, and Local laws and regulations affecting the Section 8 Housing Choice Voucher Program by reading legislative reports, periodicals, and related materials. Monitors timeliness and completion of re-certification and new applications. Monitor the operations segment to ensure accuracy, quality, completeness, customer service and overall performance. Oversees day to day operation of the Quality Control and Program Integrity staff Conduct file audits to measure performance as part of on-going quality assurance process and for the SEMAP. Responds to inquiries, written and orally, from SAHA staff, residents, landlords, agencies, and the general public regarding SAHA, Federal, State, and local regulations, policies, laws, and procedures on housing and related matters. Compose new or amend present manuals, handbooks, etc to assure accuracy/currency of information and enforces department policies and procedures. Develops and maintains Standard Operating Procedures (SOPs) for all processes relating to departmental programs. Directs development of monitoring protocols for changes in regulatory programs. Monitor the various Special Programs within the department to ensure compliance with policy and regulations; monitor overall performance, utilization, and submissions of Annual Progress Reports and grants. Maintains statistics necessary to monitor the effectiveness of the programs and alerts Director to difficulties encountered in attaining and maintaining compliance with established policies. Reports non-compliance to Director and strives to eliminate problems by working with the Director on an appropriate action plan, as needed. Revised 1/30/2009

155 Identifies problems and recommends corrections; priorities and conducts follow-ups on corrections regarding areas of non-compliance or potential non-compliance. Develops, enhances, refines and maintains reporting systems; Provides input into the computerized documentation systems used by employees to assist in decreasing human error deficits in documentation. Performs planned internal audits for compliance and trains, directs, schedules and motivates staff. Coordinates and accompanies external auditors as requested and serves as a liaison as needed between the agency and HUD, community organizations, etc. Other duties as assigned. EDUCATION Bachelor s Degree (B.A.) from an accredited four-year college or university in Business Management or related field required. EXPERIENCE Four (4) years of experience in management to include experience involving customer and client assistance program. LICENSES/CERTIFICATIONS Section 8 Housing Manger Certification preferred or required within one year of employment. Senior Professional Housing Manager preferred. Texas Class C driver s license at the time of placement and be insurable by the Housing Authority s liability and fleet insurance carrier. Revised 1/30/2009

156 Request For Proposal (RFP) REQUEST FOR PROPOSALS (RFP) NO Temporary, Contract, and Direct Hire Personnel Services ATTACHMENT F PAY SCALE HOUSING AUTHORITY OF THE CITY OF SAN ANTONIO, TEXAS ( ) Page 55

157 Pay Structure PAY GRADE JOB TITLE MINIMUM MID POINT MAX 1 Porter NE $ 1, $ 2, $ 2, Monthly Custodian NE $ 22, $ 24, $ 26, Annual $ $ $ Hourly 2 Customer Service Representative NE $ 1, $ 2, $ 2, Monthly Warehouse Assistant NE $ 22, $ 25, $ 28, Annual NE $ $ $ Hourly 3 Administrative Specialist I NE $ 1, $ 2, $ 2, Monthly Mail Clerk NE $ 22, $ 26, $ 30, Annual Maintenance Technician Trainee NE $ $ $ Hourly Refuse Collection Operator NE 4 Maintenance Technician NE $ 1, $ 2, $ 2, Monthly NE $ 23, $ 28, $ 32, Annual NE $ $ $ Hourly 5 Administrative Secretary NE $ 2, $ 2, $ 3, Monthly Customer Care Specialist NE $ 24, $ 30, $ 36, Annual Human Resources Assistant NE $ $ $ Hourly Painter NE 6 Administrative Specialist II NE $ 2, $ 2, $ 3, Monthly Electrical Apprentice NE $ 26, $ 32, $ 39, Annual $ $ $ Hourly 7 Admin Secretary II (Public Information) NE $ 2, $ 2, $ 3, Monthly Carpenter NE $ 28, $ 35, $ 42, Annual Housing Assistance Specialist I NE $ $ $ Hourly Housing Quality Inspector NE Purchasing Agent NE Security Officer (Uniform) NE Senior Maintenance Technician NE Welder NE Page 1 of 6

158 8 Case Manager NE $ 2, $ 3, $ 3, Monthly Corporate Relations Coordinator NE $ 30, $ 38, $ 46, Annual Customer Service Lead NE $ $ $ Hourly Executive Assistant NE Home Ownership Coordinator NE Housing Assistance Specialist II NE HVAC Mechanic NE Plumber NE 9 Assistant Property Manager EX $ 2, $ 3, $ 4, Monthly Case Manager Lead NE $ 32, $ 41, $ 49, Annual Compliance Specialist EX $ $ $ Hourly Construction Inspector NE Customer Service Supervisor NE Electrician NE Senior Housing Assistance Specialist EX Investigative Unit Investigator NE IT Project Coordinator NE PC Maintenance Technician I NE PIC Coordinator NE Property Manager I (0-200 Units) / Trainee EX Quality Control Specialist EX Risk Specialist NE Safety Coordinator NE Page 2 of 6

159 10 Accountant I EX $ 2, $ 3, $ 4, Monthly Carpenter Supervisor NE $ 35, $ 44, $ 54, Annual DHAP Supervisor EX $ $ $ Hourly Executive Secretary to the President and CEO EX Fraud Investigator EX Housing Quality Inspections Supervisor NE Human Resources Representative I EX Management Analyst NE Programs Trainer NE PC Maintenance Technician II NE Records Retention Manager NE Security Supervisor EX Web Administrator/Graphic Designer NE Welding Supervisor NE 11 Construction Specialist NE $ 3, $ 4, $ 4, Monthly Housing Assistance Supervisor EX $ 38, $ 48, $ 58, Annual HVAC Mechanic Supervisor NE $ $ $ Hourly Investigative Unit Supervisor NE Maintenance Supervisor EX Payroll Administrator EX Plumber Supervisor NE Procurement Supervisor EX Project Specialist NE Property Manager II ( Units) EX Real Estate Specialist EX Page 3 of 6

160 12 Accountant II EX $ 3, $ 4, $ 5, Monthly Board Liaison EX $ 41, $ 52, $ 63, Annual Customer Care Manager EX $ $ $ Hourly Foundation Coordinator EX Human Resources Representative II EX Investigations Supervisor NE Real Estate Specialist II EX Telecommunications Specialist EX 13 Analyst I EX $ 3, $ 4, $ 5, Monthly Audit Manager EX $ 44, $ 56, $ 68, Annual Compliance Manager EX $ $ $ Hourly Corporate Relations Liaison EX Housing Quality Inspections Manager EX Intergovernmental Affairs Liaison EX Legacy System Administrator EX Management Apprentice Program (MAP) EX Operations Support Coordinator EX Police Department Liaison NE Property Manager III (over 400 Units) EX 14 Assisted Housing Program Manager EX $ 4, $ 5, $ 6, Monthly Admissions Manager EX $ 48, $ 60, $ 73, Annual Employee Performance Specialist EX $ $ $ Hourly Housing Choice Voucher Program Manager EX PC / LAN Manager EX LAN Administrator EX Policy and Process Improvements Manager EX Program Manager-Customer Care EX Project Manager I EX 15 Accounting Supervisor EX $ 4, $ 5, $ 6, Monthly Analyst II EX $ 52, $ 65, $ 79, Annual Attorney I EX $ $ $ Hourly Facilities Manager EX Human Resources Supervisor EX Telecommunications Manager EX Page 4 of 6

161 16 Assistant Director of Procurement EX $ 4, $ 5, $ 7, Monthly dotnet Programmer EX $ 56, $ 70, $ 85, Annual Project Manager II EX $ $ $ Hourly Senior Accounting Supervisor EX Trades Superintendent EX 17 Budget Manager EX $ 5, $ 6, $ 7, Monthly District Manager EX $ 60, $ 76, $ 92, Annual Employee Development Officer EX $ $ $ Hourly Financial Reporting Manager EX Internal Audit Manager EX EX 18 Asset Manager EX $ 5, $ 6, $ 8, Monthly Attorney II EX $ 65, $ 82, $ 99, Annual ITS Manager EX $ $ $ Hourly JDE CNC Administrator EX Senior Human Resources Manager EX Software Systems Manager EX 19 Assistant Director Facilities and Construction Services EX $ 5, $ 7, $ 8, Monthly Attorney III EX $ 70, $ 89, $ 107, Annual $ $ $ Hourly 20 Director Procurement EX $ 6, $ 8, $ 9, Monthly Director Risk Management and Sustainability Initiatives EX $ 76, $ 96, $ 116, Annual $ $ $ Hourly 21 Director Assisted Housing EX $ 6, $ 8, $ 10, Monthly Director Community Development Initiatives EX $ 82, $ 104, $ 125, Annual Director Facilities and Construction Services EX $ $ $ Hourly Director Finance and Accounting EX Director In-House Counsel EX Director Non-Profit Housing EX Director Public Housing-Elderly/Disabled EX Director Public Housing-Family EX Director Real Estate and Development Services EX Page 5 of 6

162 22 Director Technology & Telecommunication EX $ 7, $ 9, $ 11, Monthly EX $ 89, $ 112, $ 135, Annual $ $ $ Hourly 23 Public Affairs and Personnel Officer EX $ 8, $ 10, $ 12, Monthly $ 96, $ 121, $ 146, Annual $ $ $ Hourly 24 Chief Financial Officer EX $ 8, $ 10, $ 13, Monthly Legal and Compliance Officer $ 104, $ $ 131, $ $ 158, $ Annual Hourly Page 6 of 6