getting the most from your relocation services contract january 13, 2009

IRWA/AI PRES Conference

Federal Agency UpdateGetting the Most From Your Relocation Services

ContractJanuary 13, 2009

W. Jay SmithRegion IX Relocation Specialist

U.S. Department of Housing and Urban Development (HUD)

Charles A. GrombacherSenior Manager

O.R. Colan Associates

Introductions

HUD Grantees Consultants

1. Why this training?

Law (42 U.S.C. § 4601 et. Seq.) URA Regulations (49 CFR Part 24) Section 104(d) Regulations (24 CFR Part 42)

HUD Handbook 1378 HUD Certification

2. Relocation Statutes and HUD Guidance

(24 CFR Parts 91 and 570)

3. Five-year Consolidated Plan

4. Annual Plan Requirements

(24 CFR Parts 91 and 570)

Housing Development/Rehabilitation Homeless Programs Economic Development

5. Typical HUD-Funded URA Projects

Acquisition Demolition Conversion

6. Triggering Section 104(d)

In-House Skill Sets Size of Project Financial Considerations

7. Assessing Agency Capacity to Administer a URA and § 104(d) Project

HUD Network of Specialists Information Resource Referrals to outside Resources

8. Utilizing the HUD Relocation Specialist

What Costs?◦Relocation Benefits ◦Out-House Fees

Source of Funds

9. Paying for HUD Program Relocation Costs

Yellow Pages? IRWA Grantee Maintained Lists HUD Relocation Specialist NAHRO

10. Identifying a Relocation Consultant

T&M vs. Unit Price Identify Areas of Responsibility Reduce to Writing Checks and Balances

11. Negotiating a Relocation Contract

Develop Procedures/Process Administer Relocation Assistance Program

Keep Client Advised Regulatory Compliance Attend Monitoring

12. Consultant Obligations

Facilitate Process (Payments) Monitor Consultant BUCK STOPS HERE

13. Grantee Obligations During the Project

General Project File Individual tenant files

14. Preparing to be Monitored

Corrective Actions Sanctions

15. What if it Isn’t Done Right?

W. Jay SmithRegion IX Department

of HUD600 Harrison Street, 2nd

FloorSan Francisco, CA

94107-1387(415) 489-6567jay.smith@hud.gov www.hud.gov/relocationwww.hud.gov/office/cpd

Contact Information

Charles A. GrombacherSenior ManagerO.R. Colan Associates15333 N. Pima Road, Suite

215Scottsdale, AZ 85260(480) 668-3988cgrombacher@orcolan.comwww.orcolan.com