Thurston County, Washington€¦ · Web viewAffordable Housing Grant Program. The Affordable...

Issue Date: March 8, 2014Closing Date: April 18, 2014

CONTACT AND INQUIRIES

Dan Schnabel, Program Coordinator OR Kathy Cooper, Program CoordinatorThurston County Thurston County Public Health and Social Services Public Health and Social Services412 Lilly Road NE 412 Lilly Road NEOlympia, WA 98506-5132 Olympia, WA 98506-5132Phone: (360) 867-2531 Phone: (360) 867-2544 Email: [email protected] Email: [email protected]

AVAILABILITY OF FUNDS

These funds are available as a result of the Thurston County HOME Consortium partnership between the Cities of Olympia, Lacey, Tumwater, Tenino, Yelm, the towns of Rainier and Bucoda, and Thurston County. Thurston County is designated by HUD as the Urban County and is the lead jurisdiction for this partnership. Thurston County is responsible for contracting and compliance activities related to the HOME program, ESG and SHB 2060 and ESHB 2163.

HOME, 2060, 2163 Project Funding Period: September 1, 2014 – August 31, 2015 ESG Project Funding Period: January 1, 2015 – December 31, 2015

Approximate Funding Available: HOME $888,000ESG $185,0002060 $225,0002163 $1,050,000

Total: $2,348,000

ELIGIBLE ACTIVITIES

The HOME Consortium is soliciting applications for HOME, SHB 2060, SHB 2163 and ESG funding for eligible activities that provide affordable housing, homeless housing and services that benefit low- and moderate-income and homeless and at risk of homelessness residents within Thurston County.

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FPRequest for Proposals

HOME - ESG - SHB 2060 - SHB 2163 ProjectsThurston County HOME Consortium

mailto:[email protected]


APPLICATION WORKSHOP An application workshop will be held on Monday, March 17, 2014, from 2:00 to 3:00 p.m. in Conference Rooms 107ABC at Thurston County Public Health and Social Services, 412 Lilly Road NE; Olympia, WA 98506. This workshop is highly recommended, but not mandatory, for potential applicants. TO BE CONSIDERED FOR FUNDING, APPLICATIONS MUST BE SUBMITTED OR DELIVERED NO LATER THAN 4:00 PM, APRIL 18, 2014 TO:

HOME Consortium 2014 RFPPublic Health and Social Services

412 Lilly Road NE Olympia, WA 98506-5132

ELECTRONIC SUBMITTALS ONLY WILL NOT BE ACCEPTED.

RFP APPLICATION MATERIALS This RFP application is available in hard copy at Thurston County Public Health & Social Services at 412 Lilly Rd NE; Olympia, WA 98506. An electronic copy can be found online at http://www.co.thurston.wa.us/health/admin/funding/index.html.

ANTICIPATED TIMELINES The following anticipated timeline is subject to change, at the discretion of the County:

March 8, 2014: Notice of Funding Availability / Request for Proposal published in the Olympian, the County’s newspaper of record

March 17, 2014: Application Workshop for all prospective applicants, 2:00 to 3:00 p.m. Public Health and Social Services, Conference Room 107ABC412 Lilly Rd NE; Olympia, WA 98506

April 18, 2014: Applications are due no later than 4:00 p.m. at Public Health and Social Services412 Lilly Rd NE; Olympia, WA 98506

May, 2014: Review Committee Meetings

May 12, 2014: HOME Consortium Review and Recommendations to the Board of County Commissioners

May-June 2014: Thurston County completes requirements to add funded projects the FY 2014 HOME Annual Action Plan, including additional public hearings

July 15, 2014: Thurston County submits FY 2014 HOME Annual Action Plan to HUD. Contracts issued for 2060 and 2163 funding

August 2014: Thurston County sends preliminary award letters to successful applicants

September 1, 2014: Final award notification letters sent by Thurston County after HUD issues fully executed funding agreement with the County

October, 2014 Contracts issued for ESG funding

January 1, 2015 Contract start date for ESG funding

2014 RFP - Notice of Funding Availability: HOME/ESG/2060/2163 document.doc

http://www.co.thurston.wa.us/health/admin/funding/index.html

TABLE OF CONTENTS

Availability of Funds.................................................................................................................................. 1Eligible Activities........................................................................................................................................1Application Workshop............................................................................................................................... 2RFP Application Materials..........................................................................................................................2Anticipated Timelines................................................................................................................................2Requests for Reasonable Accommodation................................................................................................5Access to Referenced Supplementary Documents....................................................................................5Notice of Solicitation................................................................................................................................. 5Availability of Funds.................................................................................................................................. 5Fund Overviews – Eligible Activities.......................................................................................................... 6About the Funding.....................................................................................................................................6HOME Investment Partnership Program...................................................................................................6Homeless Housing Grant Program.............................................................................................................7Affordable Housing Grant Program...........................................................................................................7Emergency Solutions Grant Program.........................................................................................................7Eligible Activities........................................................................................................................................7HOME Investment Partnership Program (HOME)......................................................................................7Homeless Housing Grant Program (2163).................................................................................................8Affordable Housing Grant Program (2060)................................................................................................8Emergency Solutions Grant Program.........................................................................................................9Thurston County HOME Consortium Goals and Strategies........................................................................9Citizen Participation.................................................................................................................................10Required Monitoring............................................................................................................................... 10For Federal Funding:................................................................................................................................10For Local Funding and ESG:..................................................................................................................... 11Eligible Applicants....................................................................................................................................12Application Evaluation Procedure and Criteria........................................................................................12Unacceptable Submittals.........................................................................................................................13Training Workshop.................................................................................................................................. 13Submittal Due Date and Instructions for Submittal.................................................................................13Ownership of Material.............................................................................................................................14Proposal Costs and Payment of Contingent Fees....................................................................................14Acceptance of Terms and Conditions......................................................................................................14Right to Reject or Negotiate....................................................................................................................14Contract Award and Notification to Selected Applicants.........................................................................15Cancellation of Applicants....................................................................................................................... 15Notification of Required Assurances....................................................................................................... 15Conflict of Interest:..................................................................................................................................15Changes to Scope:................................................................................................................................... 15Environmental Review:............................................................................................................................16Uniform Relocation Act:.......................................................................................................................... 16Labor Standards:......................................................................................................................................17

Equal Employment Opportunity:.............................................................................................................17Section 3 Requirements:..........................................................................................................................17MBE/WBE:............................................................................................................................................... 17Lead Based Paint:.................................................................................................................................... 18Contracting and Procurement:................................................................................................................18Fair Housing and Affirmative Marketing:.................................................................................................18Accessibility:............................................................................................................................................ 18Financial Management:...........................................................................................................................18Other Federal Requirements:..................................................................................................................19Thurston County’s Reversion of Assets Policy:........................................................................................19Affordability period for Rental Projects:..................................................................................................20Affordability Period for Homebuyer Projects:.........................................................................................20HUD Income limits...................................................................................................................................202014 Project Application Checklists.........................................................................................................21Section A (CAP): Organizational Information...........................................................................................23Section B (CAP): Project Information......................................................................................................24Section C (CAP): Population Served........................................................................................................26Section D (CAP): Proposed Budget.......................................................................................................... 27Section E (CAP): Acquisition / Relocation................................................................................................29Section F (CAP): Environmental Review..................................................................................................31Section G (CAP): Project Monitoring........................................................................................................32Section H (CAP): Project Personnel.........................................................................................................32Section I (CAP): Fiscal Management.......................................................................................................33Section A (SRV): Organizational Information...........................................................................................35Section B (SRV): Housing Project Information........................................................................................36Section C (SRV): Program, Services, and Population Served...................................................................37Section D (SRV): Program Budget...........................................................................................................38Section E (SRV): Personnel and Monitoring............................................................................................39Section F (SRV): Fiscal Management.......................................................................................................39

REQUESTS FOR REASONABLE ACCOMMODATION

Thurston County (hereafter referred to as the “County”) will provide reasonable accommodation to allow for equal participation in the Request for Proposal (RFP) application process. To request a reasonable accommodation, please contact Kathy Cooper at [email protected] or call (360) 867-2544 (Voice) or TDD (800) 658-6384. This document will be provided in alternate formats, upon request.

ACCESS TO REFERENCED SUPPLEMENTARY DOCUMENTS

The electronic version of this RFP document contains active hyperlinks to supplementary reference documents. Prospective applicants who are unable to access the Internet may request copies of the documents referenced in this Request For Proposals (RFP) by contacting Kathy Cooper at [email protected] or call (360) 867-2544 (Voice) or TDD (800) 658-6384

All referenced supplementary documents are available on the Thurston County Housing and Community Renewal website at www.co.thurston.wa.us/health/sscp/index.html.

NOTICE OF SOLICITATION

Failure of the County to notify any interested party or parties directly regarding the availability of these funds shall not void or otherwise invalidate the RFP process.

AVAILABILITY OF FUNDS

The HOME Consortium is soliciting applications for federal HOME Investment Partnership Program (HOME) and Emergency Solutions Grant (ESG) funds, and local SHB 2060 Affordable Housing (2060) and ESHB Homeless Housing (2163) funds for eligible activities that provide homeless housing, affordable housing, and housing services that benefit low- and moderate-income, homeless, and at risk of homelessness residents residing in Thurston County. Up to fifteen percent (15%) of the total HOME allocation may be used to fund projects that are owned, operated and developed by certified Community Housing Development Organizations (CHDOs).

The funding amounts listed in this RFP are considered approximate, and may be subject to change based on specific federal allocations and fees collected by the County. Contract awards are subject to the County receiving projected revenue from federal, state, and local sources.


http://www.co.thurston.wa.us/health/sscp/index.html



FUND OVERVIEWS – ELIGIBLE ACTIVITIES

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

HOME Investment Partnerships (HOME): Total Available $888,000 Must benefit low-income (80% AMI) and very low-income (50% AMI) households Funds can be used for housing activities including acquisition, rehab, homebuyer assistance,

and new construction Other rental restrictions apply

Emergency Solutions Grant (ESG): Total Available $185,000 Benefits those at risk of becoming homeless and homeless households, extremely low-

income (below 30% AMI) Funds can be used for Prevention and Rapid Re-housing Rent Assistance

Local Funds – Washington State Legislation and Document Recording Surcharges

Homeless Housing (2163): Total Available $1,050,000 Benefits homeless households Funds can be used for priorities set by the HOME Consortium $153,469 set aside for families receiving TANF

Affordable Housing Grant (2060): Total Available $225,000 Benefits very low-income households (50% AMI) Funds can be used for operations and maintenance of low-income (80% AMI) and homeless

housing; acquisition, construction and rehab of affordable housing (50% AMI); and emergency shelters

TOTAL AVAILABLE FUNDING: Approximately $2,348,000

ABOUT THE FUNDING

The application process brings together four (4) separate funding sources into one (1) common application. A brief description of the funding sources is listed below.

HOME INVESTMENT PARTNERSHIP PROGRAMThe HOME Program was created by the National Affordable Housing Act of 1990 (NAHA). The Housing and Community Development Act of 1992 and the Multifamily Property Disposition Act of 1994 made important changes to the Program. The intent of the HOME Program is to:

Expand the supply of decent, safe, sanitary, and affordable housing; Strengthen the abilities of state and local governments to provide housing; Expand the capacity of nonprofit community based housing development organizations; and, Leverage private sector participation in financing affordable housing.


HOMELESS HOUSING GRANT PROGRAMThe Homeless Housing Grant Program was created in Washington State by Engrossed Second Substitute House Bill (ESSHB) 2163 on August 1, 2005. The law created a document recording fee on certain documents to be utilized by local jurisdictions to reduce homelessness. Administration of the grant funds are shared between local governments and the state. Eligible uses of the funds are broad; as long as the program funded addresses homelessness through housing and/or services.

AFFORDABLE HOUSING GRANT PROGRAMThe Affordable Housing for All Grant Program came about through the enactment of Substitute House Bill 2060 which became law in Washington State on June 13, 2002. The law created a document recording fee on certain documents to be utilized for low-income housing.

EMERGENCY SOLUTIONS GRANT PROGRAMThe Emergency Solutions Grant (ESG) Program is funded by the Department of Housing and Urban Development (HUD) Homeless Emergency Assistance and Rapid Transitions to Housing Act of 2009 (HEARTH Act). The purpose of the ESG program is to provide homelessness prevention assistance to households who would otherwise become homeless and to provide assistance to rapidly re-house persons who are experiencing homelessness. The funds will provide for a variety of assistance, including: Short-Term or Medium-Term Rental Assistance, Housing Search and Placement, and Housing Stability Case Management.

ELIGIBLE ACTIVITIES

HOME INVESTMENT PARTNERSHIP PROGRAM (HOME)The Eligible activities are defined in the HOME program regulations at 24 CFR 92.205. A list of some of the activities follows:

Rehabilitation of residential property New construction of residential property Acquisition of residential property Relocation associated with an eligible HOME project

The following activities generally are not eligible for Thurston County HOME funding: Project reserve accounts, except for the initial 18 months of a HOME assisted new construction

project Emergency home repair programs Public housing units Commercial properties Shelters, unless they meet Section 8 Housing Quality Standards and otherwise can be

considered rental housing Project based tenant assistance

Note: The above lists are not comprehensive. For a complete list of eligible or ineligible activities refer to HOME regulations in 24 CFR 92.205. Local priorities also direct investment strategies.


HOMELESS HOUSING GRANT PROGRAM (2163)Eligible activities are defined in the legislation for Washington State Engrossed Second Substitute House Bill (ESSHB) 2163. A list of some of the activities follows:

Rental and furnishing of dwelling units for the use of homeless persons; Costs of developing affordable housing for homeless persons, and services for formerly

homeless individuals and families residing in transitional housing or permanent housing and still at risk of homelessness;

Operating subsidies for transitional housing or permanent housing serving formerly homeless families or individuals;

Services to prevent homelessness, such as emergency eviction prevention programs including temporary rental subsidies to prevent homelessness;

Temporary services to assist persons leaving state institutions and other state programs to prevent them from becoming or remaining homeless;

Outreach services for homeless individuals and families; Development and management of local homeless plans including homeless census data

collection; identification of goals, performance measures, strategies, and costs and evaluation of progress towards established goals;

Rental vouchers payable to landlords for persons who are homeless or below thirty percent of the median income or in immediate danger of becoming homeless; and

Other activities to reduce and prevent homelessness as identified for funding in the local plan.

AFFORDABLE HOUSING GRANT PROGRAM (2060)Eligible activities are defined in the legislation for Substitute House Bill 2060. A list of eligible activities follows:

Provide funding for operation and ongoing maintenance of emergency shelters (not including capital improvements);

Provide funding for operation and ongoing maintenance (not including capital improvements) of housing, including transitional housing that is eligible for WA State Housing Trust Fund grants. [Note that the WA State Housing Trust Fund requires that facilities serve the target population for at least 40 years.];

Provide funding for capital projects serving persons at or below 50% median income (AMI) for at least 25 years, including:

o Provide funding to build new single-family housing units, including duplexes, multifamily housing, and single room occupancies.

o Build emergency or youth shelters;o Build group homes or special-needs housing;o Provide funding to rehabilitate housing (repair/replace roofs, walls, electrical systems,

doors, floors, cabinets, ceilings, bathrooms, etc.);o Acquisition of housing;o Acquisition of land for future housing;o Payment of soft costs (not bricks/mortar) associated with housing development.o Provide short-term rental/mortgage assistance consistent with the requirements of the

2060 Legislation.


EMERGENCY SOLUTIONS GRANT PROGRAMEligible activities are defined in the HOME program regulations at 24 CFR 576.101 through 24 CFR 576.109. A list of some of the activities follows:

Street Outreach including engagement, case management, emergency health and mental health services, transportation, and services for special populations

Emergency Shelter including operations and maintenance, hotel/motel vouchers, case management, child care, education services, employment assistance and job training

Homelessness Prevention including rental arrears, rental assistance, application frees, security and utility deposits, utility payments and housing search and placement

Rapid Re-housing including rental arrears, rental assistance, application frees, security and utility deposits, utility payments and housing search and placement

HMIS Data collection

THURSTON COUNTY HOME CONSORTIUM GOALS AND STRATEGIES

a) Support Inclusive, interim housing (shelter and transitional housing) for families, youth and individuals throughout Thurston County Target providers with excellent performance based on HUD HEARTH measures (CHG

Incentives) as measured in HMIS Supportive Services should be included and tailored to assist the household to achieve a

stable housing outcomeb) Increase number served with rapid re-housing (rent assistance)

Employ progressive engagement Supportive Services should be included and tailored to assist the household to achieve a

stable housing outcomec) Create more permanent supportive housing opportunities to alleviate impact on jails,

hospitals, police, fire, medics, downtown and businesses Focus on using existing housing stock by employing group home or Oxford House model,

master or block leasing or scattered site leasing Partnerships are encouraged Leveraging other funding is incentivized

d) Ensure quality Coordinated Entry system that can meet demand Includes outreach to rural Thurston County

e) Support conversion of shelter and transitional housing to rapid rehousing and permanent supportive housing for example, instead of assisting:

o one household with 2 years of transitional housing, a program could convert to rapid rehousing and assist

o two households with 12 months or o four households for 6 months

f) Continue investments in affordable housing projects


CITIZEN PARTICIPATION

The U.S. Department of Housing and Urban Development (HUD) program regulations require that citizens be given the opportunity to examine and appraise the County’s use of HOME funds. Citizens are afforded an opportunity to participate by membership on the Housing Citizen’s Advisory Committee (HCAC), by attendance at HOME Consortium meetings, through participation at public focus groups throughout the review and recommendation process. All meetings are open to the public and published on the Thurston County Public Health and Social Services/Housing and Community Renewal website at www.co.thurston.wa.us/health/sscp/index.html.

Thurston County publishes an Annual Action Plan outlining projected use of funds as recommended by the HOME Consortium and approved by the Board of County Commissioners for the upcoming program year (September 1st to August 31st). Prior to the adoption of the Annual Action Plan, a public hearing will be held by the Board of County Commissioners on or about June 17, 2014 to provide citizens an opportunity to comment on the activities that will be carried out in FY 2014 (September 1, 2014 to August 31, 2015).

REQUIRED MONITORING

FOR FEDERAL FUNDING:Thurston County staff will work with successful applicants to ensure specific benchmark or milestone requirements are met. Thurston County staff will require monitoring activities are conducted at each of the following phases of a project:

Predevelopment: Upon award of funding, Thurston County staff will meet with the applicant to review all of the HOME program and monitoring requirements. Applicants will be required to report on the status of the project on a quarterly basis. The report should include the status of the site plans, financing, permits, and other predevelopment activities;

Development: During the development phase of the project, staff will meet regularly with the applicant to ensure all program requirements are being met. On-site inspections will be conducted during construction prior to any release of funds; and

Close Out: Prior to project close out, staff will meet with the applicant to ensure all compliance documentation and beneficiary data has been received. A cost certification and completion checklist will be required prior to final close out.


http://www.co.thurston.wa.us/health/sscp/index.html

Housing Activities: Records to be maintained shall include (this list is not all inclusive): A copy of the written agreement with each landlord or developer receiving HOME

assistance indicating the total number of dwelling units in each multi-unit structure assisted and the number of those units that will be occupied by low- and moderate-income households;

The total cost of the activity, including both HOME and non-HOME funds; Documentation that all individuals served in conjunction with the Project are eligible, and

assurance that records are maintained documenting that the residents of the Project do not have a total gross annual family household income of all household members equal to or less than the Section 8 Housing Assistance Payments Program established by HUD for an equivalent family size. The definition of household is defined as all persons occupying the same housing unit, regardless of their relationship to each other. The occupants could consist of a single family, two or more families living together, or any other group of related or unrelated persons who share living arrangements; and

For each unit occupied by a low- and moderate-income household, the size, ethnicity, and income of the household.

For rental housing activities only, the records shall include:

Rent charged (or to be charged) after assistance, for each dwelling unit in each structure assisted; and

Information as necessary to show the affordability of units occupied (or to be occupied) by low- and moderate-income households pursuant to criteria established and made public by the grantee.

Housing services that charge rent must comply with the HUD Fair Market Rents (FMR) Schedule for Thurston County, as updated annually, below:

HUD Final FY 2014 (effective October 3, 2013)Thurston County Fair Market Rents by Unit Bedrooms

EfficiencyOne-

BedroomTwo-

BedroomThree-

BedroomFour-

Bedroom$706 $770 $943 $1,365 $1,670

For each property acquired on which there are no structures, evidence of commitments must be present ensuring that the above criteria will be met when the structures are built;

FOR LOCAL FUNDING AND ESG:All agencies that serve homeless or at risk households will be required to submit performance reports on a monthly or quarterly basis and will be required to enter data into HMIS in a timely and accurate manner. Specific ESG requirements are available on the County website.


ELIGIBLE APPLICANTS Any IRS designated non-profit or neighborhood-based organization, local government, Council of Governments, Housing Authority, Community Action Agency, Regional Support Network (under 71.24 RCW), or federally recognized Indian tribe serving residents of unincorporated Thurston County, or any of the Thurston County Cities and Towns, may apply to use these funds for eligible activities.

Thurston County requires that all applicants that apply for funding be registered as a business entity with the State of Washington and possess a Washington State Unified Business Identifier (UBI) number and a Federal Tax ID number.

APPLICATION EVALUATION PROCEDURE AND CRITERIA Thurston County staff will jointly review applications to ensure minimum eligibility requirements are met. This will include a threshold review to ensure applications specify and include the minimum criteria below. An eligible project must meet ALL three (3) of the following criteria:

1. The activity must be eligible under HUD regulations for HOME or ESG programs as appropriate and SHB 2060 and ESHB 2163 as appropriate;

2. If serving homeless populations the activity must be described in the current Ten Year Plan to End Homelessness (TYP) and/or the Thurston County HOME Consortium Goals and Strategies; and

3. The applicant has the ability to meet and maintain compliance with applicable federal, state, and/or local regulations, as identified.

Applications will also be evaluated on the following criteria: The conceptual soundness of the project; The financial feasibility of the project; and Demonstrated ability to implement and administer the program.

The HOME Consortium will select members of a review committee who will rate and review applications and provide recommendations to the HOME Consortium. The HOME Consortium will make a final recommendation to the Board of County Commissioners on all funded projects.

Upon Board of County Commissioners approval, Award letters will then be sent to successful applicants, officially notifying them of their award. For HOME funded projects, the award letter will indicate information on how to proceed with the NEPA level/HUD Environmental Review. The Environmental Review must be completed and approved before a contract is executed. No funds will be reimbursed prior to the execution of a Sub recipient Agreement with Thurston County.


UNACCEPTABLE SUBMITTALS

Applications submitted that are not responsive to the requirements of the solicitation are unacceptable and will not be considered. Unacceptable applications are those which are subject to at least one of the following shortcomings:

1. Late submittals – Proposals received after 4:00 p.m. on April 18, 2014. 2. Does not address the essential requirements of the RFP.3. Clearly demonstrates that the applicant does not understand the requirements of the RFP.4. Clearly deficient in approach.5. Does not contain an original hard copy and an electronic copy. 6. Has changed the formatting of the application.7. Does not include all the information and documents required as part of the application.

TRAINING WORKSHOP There are no mandatory trainings associated with this RFP; however, one (1) application workshop will be conducted by Thurston County staff. See Application Workshop on page 2 or Anticipated Timelines on page 2 for more information. Due to regulatory and application changes, workshop attendance is highly encouraged for all applicants. It is the County’s belief that attending the workshop will assist your organization in presenting the best possible request for funding. During the application workshop, Thurston County staff will give an overview of the application and the application process and will also be available to answer questions. Please come prepared with your instruction/application packet and any questions that you may have.

SUBMITTAL DUE DATE AND INSTRUCTIONS FOR SUBMITTAL To be eligible for consideration, one (1) signed original hard copy and one (1) electronic copy on a CD or flash drive of the full application must be completed and received by the Department of Public Health and Social Services, 412 Lilly Rd NE; Olympia, WA 98506, no later than 4:00 p.m. on April 18, 2014. Electronic copies are in addition to, not in lieu of, hard copies. Applicants must use the forms provided. Applications postmarked prior to the deadline but not received by the Department of Public Health and Social Services will be considered unresponsive and are ineligible for consideration. . Responses which do not contain a signed original will not receive consideration. Applications must be signed by a person authorized to bind the agency in a contract. Applications submitted on time will be considered as submitted. Thurston County will not contact the agency for corrections to the applications. Applicants are strongly encouraged to carefully review the Anticipated Timelines associated with this announcement, as identified on page 2.

Responses shall not exceed the page limits indicated for each section of the application. If any one section exceeds the stated page limit, the excess pages from that section may be removed by reviewers and not scored or otherwise evaluated.


Covers are not necessary and three-ring binders must not be used. If mailed, applicants are strongly encouraged to send proposals to the Department of Public Health and Social Services via certified mail, return receipt requested. All proposals must be received by the stated deadline.

Each page of the application questions must be numbered, and document footers must contain the name of the applicant organization and “HOME CONSORTIUM 2014.” Applications must be typed using Calibri or Arial font and 10, 11, or 12 point font size.

OWNERSHIP OF MATERIAL Responses, applications, and other materials submitted in response to this request become the property of the County, are documents of public record, and will not be returned. By submitting an application, applicants acknowledge and agree that they and/or their organization claim no proprietary rights to the ideas or approaches contained in the applications.

PROPOSAL COSTS AND PAYMENT OF CONTINGENT FEES The County is not liable for any costs incurred by an applicant prior to the issuance of a contract. All costs incurred in response to this solicitation are the responsibility of the applicant, including travel costs to attend workshops and/or contract negotiation sessions.

ACCEPTANCE OF TERMS AND CONDITIONS By submitting a response to this RFP, the applicant acknowledges and accepts all terms and conditions of this request and all County, Washington State, and Federal regulations and requirements related to the delivery of the eligible activities. If the applicant is awarded a contract, the application will become part of the contract agreement. The applicant is bound by the terms of the application unless the County agrees that specific parts of the application are not part of the agreement. The County reserves the right to introduce different or additional terms and/or conditions during final contract negotiations. Applicants will be required to enter into a formal written agreement with Thurston County.

RIGHT TO REJECT OR NEGOTIATE The County reserves the right to reject any or all applications, if such a rejection is in the County’s best interest. This Notice of Funding Availability is a solicitation for offers and shall not be construed as an offer, a guarantee, or a promise that the solicited services will be purchased by the County. The County may withdraw this notification at any time and for any reason without liability to applicants for damages, including, but not limited to, bid preparation costs.

Additionally, Thurston County reserves the right to negotiate with selected applicants and may request additional information or modification from an applicant. When deemed advisable, and before a contract is issued, reserves the right to arrange an on-site visit/review to determine the applicant's ability to meet the terms and conditions described in this RFP.


CONTRACT AWARD AND NOTIFICATION TO SELECTED APPLICANTS Decisions regarding contract awards for services solicited by this announcement will be made around July of 2014. Awarded contracts will begin September 1, 2014 for HOME, 2163 and 2060 funding. ESG contracts will begin on January 1, 2015.

If the Annual Action Plan meets HUD regulations, HUD will issue a funding agreement to Thurston County after August 1, 2014. Once the funding agreement is received by the County, all proposed projects will be reviewed and approved by Thurston County staff for completed NEPA-level / HUD environmental reviews. After the environmental reviews are approved by Thurston County staff, a Sub recipient Agreement will be developed. HOME funds will not be committed prior to the execution of an agreement with Thurston County.

CANCELLATION OF APPLICANTS The County reserves the right, with or without cause, to cancel any contract resulting from this RFP with thirty (30) calendar days written notice sent by certified mail, return receipt requested, to the applicant’s address of record, as indicated the applicant’s proposal to this RFP (or last known address on file).

NOTIFICATION OF REQUIRED ASSURANCES Applicants who are awarded federal funding agree to comply with the following regulations, requirements, conditions, and policies identified below, including but not limited to:

1. FEDERAL REQUIREMENTSFederally funded projects must adhere to a broad base of federal regulations including those listed below. Thurston County is responsible for ensuring that these regulations are met in all HOME-funded projects.

CONFLICT OF INTEREST: The Applicant covenants that no person who presently exercises any functions or responsibilities in connection with Thurston County Public Health and Social Services has any personal financial interest, direct or indirect, in this proposal or any resulting Agreement. The Applicant further covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of its services hereunder. The Applicant further covenants that in the performance of this project/proposal, no person having any conflicting interest will be employed. Any interest on the part of the Applicant or its employees must be disclosed to Thurston County.

No officer, employee, or agent of the Applicant shall participate in the selection, award, or administration of activity funded in whole or in part with CDBG funds if a conflict of interest, real or apparent, would exist, nor shall their families, or those with whom they have business ties, so benefit.

CHANGES TO SCOPE: For agencies that are awarded HOME funds, if any changes are made to the scope, location and/or beneficiaries of the program, such change will require a Substantial Amendment to the Consolidated Plan. The agency will be responsible for any costs associated with public notices placed in the local


newspapers and other print papers as required notifying the public of the programmatic change. (For further information see the Thurston County Housing and Community Renewal website, and find the applicable substantial plan amendment information in the Citizen Participation Plan.)

ENVIRONMENTAL REVIEW: All HOME projects will need to have an environmental review completed in accordance with the National Environmental Protection Act (NEPA). The scope of the environmental review will depend on the nature and size of the project. Thurston County may need to incur costs related to the completion of the NEPA review. The cost will be passed on to the applicant as a project cost.

Once the funding application is received the applicant and anyone else in the development process cannot take any choice limiting actions until the environmental assessment is complete. Choice limiting actions include the acquisition of property, beginning construction activities, signing binding contracts, etc. If a choice limiting action is taken without the environmental assessment being completed, it will disqualify the project from receiving federal funding.

IMPORTANT FOR PROJECTS INVOLVING ACQUISITION: HUD only allows the use of a conditional purchase and sale contracts conditioned on completion of the environmental review for the purchase of properties. The responsible entity or applicant may enter into a purchase option on these projects if the option agreement meets the standards of Part 58.22(d). (Applicants will need to work with Thurston County staff to ensure that the option agreement meets the requirements of Part 58.22(d)).

Regulations at 24 CFR Part 58.22 make it clear that a recipient, any participant in the development process (including public or private nonprofit or for profit entities), or any of their contractors may not commit HUD or non-HUD funds on a project until the environmental review process has been completed and the Request of Release of Funds and related certification have been approved, if needed.

Thurston County may request applicants submit a Phase I environmental, or other related studies if applicable.

UNIFORM RELOCATION ACT: All projects are subject to the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (URA), as implemented by HUD regulation 24 CFR 570.606, as applicable. Applicants applying for the acquisition or rehabilitation of an existing building with residents living in the project, and/or businesses operating in the project, will need to provide proper relocation notices on or before application for federal funds, including HOME. Applicants will be required to meet with County staff to go over the relocation plan for the building(s) and required notices. If businesses or tenants need to be relocated as a result of the acquisition or rehabilitation, those impacted must be compensated in compliance with the URA.

For projects involving acquisition, a Property Owner Notice of Interest must be provided to the seller of the property being acquired. This notice must include language that the Applicant and the County will not use eminent domain to acquire the property and other URA requirements. A voluntary sale notice must be given at the time of the purchase and sale agreement. This notice must also include a disclosure to the seller making them aware of the fair market value of the property.


Applicants for acquisition or currently occupied property will be required to meet with County staff to go over the acquisition notices for the building(s) and/or relocation requirements prior to application.

LABOR STANDARDS: Projects involving new construction or rehabilitation will adhere to federal labor laws which include:

A. Davis Bacon Act: Applicable to all HOME projects (except residential housing projects with seven (12) or fewer housing units). Provides assurance that workers employed in construction work under federally assisted contracts are paid wages and benefits equal to those that prevail in the locality where the work is performed. If applicable, the cost of compliance monitoring for federal Davis Bacon may be passed on to the applicant as a project cost.

B. Contract Work Hours and Safety Standards: Applicable to all projects. Provides assurance that workers employed in construction work under federally assisted contracts are paid 1½ time their normal salary for working over 40 hours per week.

C. Copeland Act: Applicable to all projects. Governs the deductions from paychecks that are allowable, and requires submission of weekly payroll.

D. Fair Labor Standards: Applicable to all projects. Establishes a basic minimum wage for all work, and requires the payment of time and a half for overtime.

EQUAL EMPLOYMENT OPPORTUNITY: This law prohibits discrimination against any employee or application for employment because of race, color, religion, sex, or national origin. Provisions to effectuate this prohibition must be included in all construction contracts. The Contractor will not discriminate against any employee or applicant for employment because of race, creed, color, or national origin. The Contractor will take affirmative action to ensure that applicants are employed and that employees are treated during employment without regard to their race, creed, color or national origin.

SECTION 3 REQUIREMENTS: All construction contracts must meet Section 3 requirements to the greatest extent feasible. Opportunities for training and employment arising from the project will be provided to low-income persons residing in the program service area. To the greatest extent feasible, contracts for work to be performed in connection with the contractor will be awarded to business concerns that are located in or owned by a person residing in the program service area. A Section 3 plan for the project will be required to be completed prior to the start of construction and a Section 3 clause will need to be included in any construction contracts.

MBE/WBE: Developers of federally funded housing projects must adopt procedures to establish and oversee a minority outreach program to ensure, to the maximum extent possible, that minorities and women, and businesses owned by minorities and women (MBE/WBE’s), are offered contracts. Applicants will need to include an outreach plan and include MBE/WBE provisions in all construction contracts.


LEAD BASED PAINT: If the project involves acquisition and/or rehabilitation on a building or buildings built before 1978, federal regulations require that testing for lead paint be conducted and a risk assessment be provided. Any lead-based paint hazard must be corrected in accordance with federal and state guidelines.

CONTRACTING AND PROCUREMENT: Projects may be subject to certain Federal procurement rules which include:

A. Conflict of Interest;B. Debarred contractors; andC. Procurement Standards under 24 CFR 85.36 and 24 CFR Part 84.40-48, as applicable.

All contracts between applicant and contractors must include provisions as outlined in the Thurston County HOME Program contracting requirements and be reviewed by Thurston County HOME Program staff.

FAIR HOUSING AND AFFIRMATIVE MARKETING: All projects must comply with the following federal fair housing laws, including but limited to:

A. Title VI of the Civil Rights Act of 1964 as amended;B. The Fair Housing Act; C. Equal Opportunity in Housing Act; and D. Age Discrimination Act.

All projects must adopt affirmative marketing procedures in compliance with federal and County policy. An affirmative marketing plan must be provided on HUD form HUD935.2A. The plan must, to the greatest extent possible, provide information to the public and potential tenants that may be underserved in the community.

ACCESSIBILITY: All projects must comply with the following federal accessibility laws:

A. Americans with Disabilities Act; B. Fair Housing Act; and C. Section 504.

FINANCIAL MANAGEMENT: The applicant must comply with all relevant OMB circulars. Recipients of funds must have a financial management system in place that complies with all federal standards including cost reasonableness. Applicants that received more than $500,000 in federal funds in a program year must have an audit in accordance with OMB A-133.


OTHER FEDERAL REQUIREMENTS: Recipients of HOME funding will be required to comply with all federal laws and requirements including all OMB circulars and other federal requirements not listed in these instructions. These requirements will be included in any written agreement between the applicant and Thurston County. Further information is available on request.

2. THURSTON COUNTY REQUIREMENTSThurston County will not require supplemental documentation not specifically requested in the funding application at the time of application submission, or at the time of funding awards/reservations. However, the following documentation will be required prior to commitment of funds, and completion of the formal written agreement:

A. Evidence of site control (purchase and sale agreement, or deed of ownership);B. Zoning certificate (if new construction/rehabilitation);C. Complete third party construction estimates (if new construction/rehabilitation);D. Phase I Environmental & Biological Assessment (if needed to complete environmental review);E. Lead test and risk assessment (for acquisition of existing housing built prior to 1978);F. Rent rolls (for acquisition of tenant occupied housing);G. Market study or comparable rent analysis (if rental housing project that is not special needs);H. Affirmative marketing plan – Plan to comply with Thurston County policy (not applicable for

special needs housing);I. Copies of previous years A-133 audits and corporation financial statements;J. Copies of developer agreements or partnership agreements (if applicable);K. Copy of Board resolution authorizing the submittal of an application. Please include in the

resolution the individual authorized to sign on behalf of the organization; L. Additional documentation may be required as needed.

The following documentation will be required prior to release of funds, and recording of loan documents:

A. Title report;B. Property appraisal;C. Evidence of other funding commitments, including partnership agreements (if the project is a

tax credit project), or developer/sponsor agreements; andD. Additional documentation may be required as needed;E. Bed Count Form (services only);F. Homeless System Performance Measures (services only); and G. HAU Project List (services only).

THURSTON COUNTY’S REVERSION OF ASSETS POLICY: Real property or facilities acquired or improved or constructed with HOME funds are subject to the below requirements:

Deed restrictions and covenants will be required that reflect the regulatory requirements for period of affordability based on the HOME program regulations at 24CFR Part 92, and as described below.


AFFORDABILITY PERIOD FOR RENTAL PROJECTS:

ACTIVITY AVERAGE PER-UNIT HOME

MINIMUM AFFORDABILITY

PERIOD

Rehabilitation or Acquisition of Existing Housing

<$15,00015,000 - $40,000

>$40,000

5 years10 years15 years

Refinance of Rehabilitation Project Any dollar amount 15 years

New Construction or Acquisition of New Housing Any dollar amount 20 years

AFFORDABILITY PERIOD FOR HOMEBUYER PROJECTS:

HOME FUNDS PROVIDED AFFORDABILITY PERIOD

<$15,000$15,000 - $40,000

>$40,000

5 years10 years15 years

A. This provision will be implemented through the execution of: 1) A Deed of Trust in favor of the County, placed on the property at the time an Agreement is

entered into or at such later time as may be acceptable to the County. 2) A Secured Promissory Note in the amount of this Agreement;3) A Subrecipient’s Covenant Agreement for the length of the period of interest; or4) Any combination of the above documents.

HUD INCOME LIMITSArea Median Income (AMI) is determined periodically by the Department of Housing and Urban Development (HUD) on the basis of state and local earnings data and is published for cities and counties.

The Area Median Income for Thurston County effective December, 2013 is $74,200 for a four-person household.

HUD updates income limits annually each December. The most up-to-date income limits will apply to all funded projects. They may be found at www.huduser.org.

Thurston County, WashingtonFY 2014 Income

Limit Area

Median Income

FY 2014 Income

Limit Category

1 person 2 person 3 Person 4 Person 5 Person 6 Person 7 Person 8 Person

Thurston County $74,200

Low (80%) $41,550 $47,500 $53,450 $59,350 $64,100 $68,850 $73,600 $78,350

Very Low (50%) $26,000 $29,700 $33,400 $37,100 $40,100 $43,050 $46,050 $49,000

Extremely Low (30%) $15,600 $17,800 $20,050 $22,250 $24,050 $25,850 $27,600 $29,400


2014 PROJECT APPLICATION CHECKLISTS

To ensure an equitable allocation process, all criteria on the relevant project checklist must be met for an application to be considered for funding. Applications will be screened for the following:

CAPITAL HOUSING PROJECTS APPLICATION CHECKLIST: PAGE 24

One (1) original application copy and one (1) electronic copy on CD or flash drive is to be submitted by the deadline, Friday, April 18, 2014 no later than 4:00 p.m.Application is complete, all questions have been answered, and sections have not exceeded the maximum number of pages indicatedNo questions have been deleted or altered and ALL questions have been answered and attachments have been providedApplication is typed on 8 ½” by 11” paper using Calibri or Arial 10, 11 or 12 fonts and the application packet and information is not bound in a folder or binderSection A (CAP): Organizational Information Section B (CAP): Project InformationSection C (SRV): Program, Services, and Population ServedSection D (SRV): Program BudgetSection E (CAP): Acquisition / Relocation – If applicable; provide copy of the binding sales contractSection F (CAP): Environmental ReviewSection G (CAP): Project MonitoringSection H (CAP): Project Personnel – Copies of project manager or staff resumes that will handle the project managementSection I (CAP): Fiscal Management – Financial information and documents, as applicable

SERVICE PROJECTS AND PROGRAMS APPLICATION CHECKLIST: PAGE 35

One (1) original application copy and one (1) electronic copy is to be submitted by deadline, Friday, April 18, 2014 no later than 4:00 pmApplication is complete, all questions have been answered, and sections have not exceeded the maximum number of pages indicatedNo questions have been deleted or altered and ALL questions have been answered and attachments have been providedApplication is typed on 8 ½” by 11” paper using Calibri or Arial 10, 11 or 12 fonts and the application packet and information is not bound in a folder or binderSection A (SRV): Organizational InformationSection B (SRV): Housing Project InformationSection C (SRV): Program, Services, and Population ServedSection D (SRV): Program Budget Section E (SRV): Personnel and MonitoringSection F (SRV): Fiscal Management


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CAPITAL HOUSING PROJECTS

SECTION A (CAP): ORGANIZATIONAL INFORMATION

ALL INFORMATION IN THIS SECTION MUST BE COMPLETED AND PROVIDED TO BE CONSIDERED COMPLETE.

1. ORGANIZATION LEGAL NAME:

2. Street Address:

3. Mailing Address:

4. Business Office Hours:

5. Executive Director Name: Phone Number:

Email Address:

6. Primary Project Contact Person: Title:

Phone Number:

Email Address:

7. Type of Organization:

Private/Non-Profit Corporation

Limited Liability Corporation Sole Proprietorship

Governmental Entity Other (specify)

8. Federal Tax ID No.:

9. UBI No: Expiration Date:

10. DUNS Number: DUNS Number(s) (additional if applicable): 11. Provide a copy of the following documents, as applicable:

Organizations Most Recent Internal Revenue Service (IRS) form 990 and attachments.

A copy of the organization’s last financial audit, cover letter and management letter and current financial statements (audited or unaudited);

A copy of the organization’s most recent monthly balance sheet, income statement, and operating budget;


SECTION B (CAP): PROJECT I NFORMATION

RESPONSES TO QUESTIONS 1–13 MUST NOT EXCEED 10 PAGES (NOT INCLUDING REQUIRED ATTACHMENTS).

1. Project Name/Title:

2. Project Address/Location: Location is not yet selected

3. Amount Requested in the Application:

4. Will you accept Federal Funds: Yes No

Summarize this funding request. (What do you want to do):

5. Does the organization own the property? Yes No

If No - List the complete name and address of the property owner here:

6. Was a legally binding contract to purchase the property signed prior to your intent to apply for funds? Yes No

If Yes - Attach copies of the signed contract (REQUIRED).

7. Is this a phased project? Yes No

8. If this is a phased project, is the project dependent on future funding to fully complete this project? Include specific timelines/dates and funding commitments needed to complete the project and have it fully operational for public benefit.

9. Indicate the project type and check all that apply:

Homeownership Rental Acquisition Repairs/Rehabilitation


10. If funded, it is expected that the project will begin within 90 days of being issued a fully executed contract. What potential or known barriers exist to beginning the project within 90 days and completing the project within 12 months of being issued a Notice to Proceed from Thurston County? Please describe in detail your plan for overcoming the barriers identified and achieving a timely and successful completion of the project.

11. Will HOME Consortium RFP funding be used to leverage additional funding?

Yes No

If yes, identify additional funding sources.

12. Can your project be partially funded?

No

Yes - Complete information below.

If partial funding is acceptable, identify your priority items and amounts, and indicate what accomplishments/phases could be expected from partial funding.

Describe Priority $ AmountPriority #1 $ Priority #2 $ Priority #3 $ Priority #4 $

Indicate expected accomplishments below for partial funding.

13. Please describe your current plan for completing this project, including responsible parties, phase dates, and all sources of funds. If other funds are committed, please attach a letter of commitment from the identified funding source(s).


SECTION C (CAP) : POPULATION SERVED RESPONSES TO QUESTIONS 1–6 MUST NOT EXCEED 2 PAGES (NOT INCLUDING REQUIRED ATTACHMENTS).Provide a description of:

1. What population is to be served; how many individuals or households will you serve; and what needs will be met by the program?

2. How you will market your housing?

3. Will there be services provided; who will provide them; and how will the services be accessible to persons with disabilities or special needs?

4. Estimated per household subsidy amount:

5. Estimated administrative costs to operate the program (not including case management costs):

6. Estimated case management costs, if any:


SECTION D (CAP): PROPOSED BUDGET RESPONSES TO QUESTIONS 1–4 MUST NOT EXCEED 2 PAGES (NOT INCLUDING REQUIRED ATTACHMENTS).

(Double-click on the spreadsheet to complete with Excel)

1. Provide an explanation on how you determined the costs for your budget above and reference any sources you used in that determination.

2. Provide a detailed narrative of the items and dollar amount included in the “Additional” category on your budget above.

3. Please provide all sources of funding by dollar amount and source for any amounts noted in the budget above. If the other sources as indicated above are not committed, what are the plans to ensure that the project is able to be fully and successfully completed?


4. When this project is complete, how much will it cost each year to maintain it? What will be the annual operation and maintenance costs? $

Who will provide these operations and maintenance funds? List details below:

Organization Amount Firm Commitment? Length of Commitment $ Yes No $ Yes No $ Yes No


SECTION E (CAP): ACQUISITION / R ELOCATION

Responses to Questions 1–10 Must Not Exceed 3 Pages (not including required attachments).

1. Do you currently own the property or building?

Yes - Date Acquired: No

2. Do you plan to acquire building(s) or land as part of this project?

Yes No

If “Yes” please describe your plan for acquisition, including a detailed timeline.

3. Explain how the proposed project will provide Uniform Relocation Act (URA) notification(s) and how other URA requirements will be met?

4. Are people or businesses currently occupying the site?

Residential Yes No Non-Residential Yes No

If No to both residential and non-residential, you may skip to Section F. Otherwise, proceed to question #5.

5. If you answered “Yes” to question #4 above, will they have to move?

Yes No

6. If you answered “Yes” to question #4 above, what type of relocation will this be?

Permanent Temporary

7. Have you provided notices to the residents/business tenants indicating the type of displacement and benefits to be provided?

Yes No Not Applicable

If “Yes,” submit a copy of the sample notice with your application (REQUIRED).


8. If you answered “Yes” to question #4, how many resident/business tenants will need to be relocated in this project?

Residential Non-residential

9. Have you developed a Relocation Plan for this project?

Yes No Not Applicable

If Yes, please briefly describe your plan and attach a copy of the Relocation Plan with your application (REQUIRED).

10. Have you included relocation benefits in your project budget?

Yes No


SECTION F (CAP): ENVIRONMENTAL REVIEW

R esponses to Questions 1–4 Must Not Exceed ONE (1) Page (not including required attachments).

Federal funding regulations require that an environmental review be completed prior to any “choice limiting actions” (i.e. acquisition, demolition, construction, remediation) taking place. Please read the Environmental Review criteria under the heading Notification of Required Assurances on page 15 carefully for further information.

1. Is your project currently underway?

No - Proceed to Question #4 Yes

2. If you answered “Yes” to Question #1, has an environmental review been completed and what type of environmental review was done (NEPA, SEPA, Phase 1, etc)? (Attach a copy of your report with your application.)

3. If you answered “Yes” to Question #2, list the name of the firm that conducted the environmental review and provide the type and dates when the review was conducted?

4. Is your project in a FEMA designated floodway, a 100 year flood plain, a 500 year flood plain, or near a natural body of water (stream, lake, etc.)?

No - Proceed to Section G - Monitoring

Yes - Indicate type below:

Floodway Flood Plain If yes, specify: 100 Year 500 year Waterbody

Name:

Distance from the project site:


SECTION G (CAP): PROJECT MONITORING

RESPONSES TO QUESTIONS 1–2 MUST NOT EXCEED TWO (2) PAGES.

1. Briefly describe how you will monitor progress implementing the project and who in your organization will be responsible for monitoring compliance.

2. Please describe how the project will meet and document income eligibility requirements. Please include your method for ensuring that eligible Thurston County residents will benefit from this project.

SECTION H (CAP): PROJECT PERSONNEL

RESPONSES TO QUESTIONS 1–2 MUST NOT EXCEED THREE (3) PAGES.

1. Please describe how you intend to manage this project. Do you have the internal capacity to manage this project or will you hire a consultant/project manager? If so, name the consultant firm, how the individual/firm was selected, and if they are currently under contract. Please provide a list of all team members for this project with your application.

2. If internal personnel will be managing this project, please provide the name(s) of person(s), including a copy of their resume and experience with similar projects.


SECTION I (CAP): FISCAL MANAGEMENT

RESPONSES TO QUESTIONS 1–3 MUST NOT EXCEED TWO (2) PAGES.

1. Please describe how the organization will assure the proper use and safeguarding of public funds. Does your organization have policies and procedures regarding the financial operations of the organization? Have recent reviews or audits of the organization by a certified public accountant or other financial professional identified any weaknesses in the organization’s financial internal controls? If so, please provide the written report identifying the weaknesses and describe how the organization has responded to the report.

2. Please describe the organization’s current financial condition and outlook for sustainability. If the organization is facing financial challenges, describe what steps are being taken to strengthen the organization’s financial condition.

3. Describe the organization’s fiscal management, including financial reporting, record keeping, accounting systems, payment procedures, and audit requirements.


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HOUSING SERVICES PROGRAMS

SECTION A (SRV): ORGANIZATIONAL INFORMATION

ALL INFORMATION IN THIS SECTION MUST BE COMPLETED AND PROVIDED TO BE CONSIDERED COMPLETE.

1. ORGANIZATION LEGAL NAME:

2. Street Address:

3. Mailing Address:

4. Business Office Hours:

5. Executive Director Name: Phone Number:

Email Address:

6. Primary Project Contact Person: Title:

Phone Number:

Email Address:

7. Type of Organization:

Private/Non-Profit Corporation

Limited Liability Corporation Sole Proprietorship

Governmental Entity Other (specify)

8. Federal Tax ID No.:

9. UBI No: Expiration Date:

10. DUNS Number: DUNS Number(s) (additional if applicable): 11. Provide a copy of the following documents, as applicable:

Organizations Most Recent Internal Revenue Service (IRS) form 990 and attachments.

A copy of the organization’s last financial audit, cover letter and management letter and current financial statements (audited or unaudited);

A copy of the organization’s most recent monthly balance sheet, income statement, and operating budget;


SECTION B (SRV): HOUSING PROJECT INFORMATION

RESPONSES TO SECTION B THROUGH F MUST NOT EXCEED TEN (10) PAGES (NOT INCLUDING REQUIRED ATTACHMENTS).

1. Project Name/Title:

2. Project Address/Location:

3. Will you be providing your program or services at this site? Yes No

Click here if location is not yet selected

4. Amount Requested in the Application:

5. Will you accept Federal Funds: Yes No

6. Will you be serving TANF Families: Yes No

7. Funding is requested to:[ ] Start a new program[ ] Support operations of a current program

[ ] Expand an established program

8. Summarize this funding request. (What do you want to do):

9. Indicate the housing and program type. Check all that apply:

Operating and Maintenance costs for: Emergency Shelter

Transitional Housing

Permanent Supportive Housing

AgencyService type: Case management

Rental Assistance: TBRA Rapid Rehousing

Coordinated Entry

Other (describe)


SECTION C (SRV) : PROGRAM, SERVICES, AND POPULATION SERVED Provide a description of:1. The services you are proposing to provide:

2. What best practice models are used in the delivery of services?

3. What population is to be served; how many individuals or households will you serve; and what

needs will be met by the program?

4. How you will market your program?

5. Where will the services be provided and how will the services will be accessible to persons with disabilities or special needs?

6. Describe the type of program (TBRA, Rapid Re-housing, regular rent assistance). If not rapid re-housing please explain why:

7. Describe how long your assistance will be provided:

8. Estimated per household subsidy amount:

9. Estimated administrative costs to operate the program (not including case management costs):

10. Estimated case management costs, if any:


SECTION D (SRV): PROGRAM BUDGET Provide a project budget for one (1) year; list all sources of funding.

Change budget categories if necessary.(Double-click on the spreadsheet to complete with Excel)

1. Provide an explanation on how you determined the costs for your budget above and reference any sources you used in that determination.

2. If you have identified sources other than those in this current request, please identify whether the other funding is committed, what are the plans to ensure that the project is able to be fully and successfully completed?


SECTION E (SRV): PERSONNEL AND MONITORING 1. Who will provide the services and who will supervise the program staff and be responsible for

federal reporting requirements?

SECTION F (SRV): FISCAL MANAGEMENT 1. Please describe how the organization will assure the proper use and safeguarding of public

funds. Does your organization have policies and procedures regarding the financial operations of the organization? Have recent reviews or audits of the organization by a certified public accountant or other financial professional identified any weaknesses in the organization’s financial internal controls? If so, please provide the written report identifying the weaknesses and describe how the organization has responded to the report.

2. Please describe the organization’s current financial condition and outlook for sustainability. If the organization is facing financial challenges, describe what steps are being taken to strengthen the organization’s financial condition.

3. Describe the organization’s fiscal management, including financial reporting, record keeping, accounting systems, payment procedures, and audit requirements.


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