Washington County CDBG/HOME Application for Funds

Transcription

1 Washington County CDBG/HOME Application for Funds Washington County Community Development Agency 2018 Community Development Block Grant (CDBG) & Home Investment Partnerships Program (HOME) Funds Applicant Name: Project Name: Total Funds Requested: $ Type of Funding Applying for: All complete proposals are due to Washington County Community Development Agency no later than 4:30 PM on Friday January 5, 2018 *Applications that are incomplete or received after the deadline will not be considered for funding. Applications can be submitted by mail, fax or to: Angie Shuppert, Community Development Programs Manager Washington County Community Development Agency 7645 Currell Boulevard Woodbury, MN Fax: angies@washingtoncountycda.org

2 The following items MUST be submitted with your application. Please provide an explanation for any items not attached or not applicable. CDBG/HOME Application for Funds and Housing Project Worksheets Detailed budget/proforma Resolution or meeting minutes of governing body authorizing application for CDBG/HOME funds (if applicable) Maps: 1. Project Location 2. Benefit/Service area If a site has not yet been identified, please identify locations under consideration. For area benefit projects, indicate the service area boundary for the activity, including an explanation of how the service area was determined. Third party materials documenting project need Written financial commitments or letters of project support from all other funding sources. HOME funds will not be allocated until all funds are committed. Applicant s current financial statements with current valuation. Confirmation of 501(c) (3) status for non-profit organizations. Other relevant information (please specify). Submitted to Washington County Community Development Agency by deadline HOUSING PROJECTS ONLY: Applications for HOME funds will not be accepted without this information. Copy of Marketing Analysis that details demand (is there adequate demand for the proposed type and number of units to be absorbed within the program deadlines, including identification of a ready buyers/buyer pool for single family homes) and Marketing Plan. Other relevant information (please specify). RENTAL PROJECTS ONLY: Copy of General Information Notice (GIN), current rent roll, and acknowledgement of receipt of notice by tenants, for all multi-family rental rehab projects in conformance with the Uniform Relocation Act (URA). The GIN shall be delivered to each tenant advising that the project has been proposed and an application for federal funds is forthcoming. The notice should also advise them not to move prematurely. There are different notices for those who will and will not be displaced. The notice must be sent by certified mail, registered mail, or hand delivered to the head of household or to a person on the lease and 100% delivery confirmation must be documented. For more information and forms visit: or refer to Handbook Copy of the Relocation Plan and Relocation Budget (49 CFR ) 2

3 I. Applicant Information Applicant Name: Federal Tax ID Number: Contact Name and Title: Address: Phone: ( ) City: Fax: ( ) State/Zip: Alternate Contact: Phone: ( ) II. Project Overview Title: Project Summary: Location (include street address, legal description of property, property identification number and attach map identifying project location): Activity Type (please check one): Acquisition of real property Public facilities and improvements Clearance and demolition Rehabilitation Commercial/industrial rehab Economic development Historic preservation Renovation of closed buildings Relocation Slum and Blight Removal Home Ownership Assistance Other Cost and Schedule: Can your project move forward sooner than July 1, 2018? Yes No Total Funds Requested: $ Total Estimated Project Cost: $ Proposed Start Date: Proposed Completion Date: Type of Organization: Local Government For-Profit Organization Faith-Based Organization Community Housing Development Organization (CHDO) Community Based Development Organization (CBDO) Non-Profit Organization Public Agency Institution of Higher Education Other (specify): 3

4 In 2018, Washington County CDA will award a portion of its CDBG/HOME funding in the form of no or low interest loans to be repaid to the CDA within a negotiated time period. Loans will be considered for those applicants who meet the following criteria: When the Applicant is a For-Profit Developer. When the Applicant will transfer the ownership of the development to a For-Profit Developer. When the Applicant is or will be utilizing Low Income Housing Tax Credits from the Washington County CDA or Minnesota Housing Finance Agency (grants affect basis). When there are little or no matching funds. Please check all of the terms listed below that your organization is willing to accept. All funds for this project to be awarded in the form of a non-repayable grant. All funds for this project will be accepted as a 0% loan to be repaid to the County within 5-30 years. All funds for this project will be accepted as a 1% loan to be repaid to the County within 5-30 years. All funds for this project will be accepted as a 2% loan to be repaid to the County within 5-30 years. All funds for this project will be accepted as a 3% loan to be repaid to the County within 5-30 years. III. Priority Need Choose the appropriate project category below. Check ALL categories that apply to that part of the proposed activity to be funded by CDBG/HOME Funds. All applications must address a high priority need as identified in the Washington County Consolidated Plan. Note: Very low income = 0-30% of median family income Low income = 31% - 50% of median family income Moderate income = 51% - 80% of median family income 4

5 Housing Affordable Rental Housing New Construction Rehabilitation Renter, very low income Renter, low income Renter, moderate income enter, elderly, 62 years or over, very low income Renter, elderly, 62 years or over, low income Renter, elderly, 62 years or over, moderate income Renter, all others/individuals, very low income Renter, all others/individuals, low income Renter, all others/individuals, moderate income Affordable Homeownership New Construction Rehabilitation Owner, very low income Owner, low income Owner, moderate income Owner, elderly, 62 years or over, very low income Owner, elderly, 62 years or over, low income Owner, elderly, 62 years or over, moderate income Economic Development Rehabilitation for Commercial/Industrial Properties Non-Profit Organization Capacity Building Acquisition of Land or Buildings Financial Assistance for Business Expansion/Job Creation Public Facilities Transitional Housing Facilities Emergency Homeless Shelters Facilities for Abused & Neglected Children Senior Centers Centers for Disabled Mental Health Care Facilities Housing Accessibility Improvements Tenant-Based Rental Assistance Permeant Housing for Homeless Housing for Persons with Mental Health Disabilities Housing for Persons with Developmental Disabilities Rental Housing Rehabilitation Energy Efficiency & Sustainability Improvements Public/Infrastructure/Neighborhood Improvements ADA Accessibility for Public Facilities Acquisition and Clearance of Vacant Lots Cleanup of Contaminated Sites Water/Sewer Improvements Street Improvements Sidewalk Improvements Flood and Drainage Improvements 5

6 IV. National Objectives To be eligible to receive funds, projects must address a National Objective as defined by the Federal Department of Housing and Urban Development. Choose the appropriate National Objective (A, B or C) and answer the questions related to the chosen objective. Housing developed with HOME funds must serve low- and very lowincome individuals and families (at or below 80 percent of area median income). At least 90 percent of HOME funds used for rental housing must be invested in units that are affordable to and occupied by households whose incomes are at or below 60 percent of area median income. Homeownership units financed with HOME funds must be valued at or below 95 percent of the area median purchase price. A. Benefit to Low and Moderate Income (LMI) Persons 1. Area Benefit (An activity that benefits all residents in a particular area, where at least 40.76% of the residents are LMI.) a. Which census tracts / block groups are to be served by this project? Attach a map delineating the service area. b. How many residents live in the service area? c. What is the percentage of LMI persons in the service area? (HUD LMI data is available from CDA staff. Call for more information.) d. What documentation was / will be used to determine the percentage of LMI persons in the service area? HUD / Census data Survey (Attach draft survey instrument). 2. Limited Clientele (An activity that benefits a limited number of people, of which at least 51% of those served are LMI.) a. How many persons do you anticipate serving in the upcoming year? b. How many LMI persons do you anticipate serving in the upcoming year? c. How many clients will be served with CDBG funds? d. Does this project benefit any specialized population such as: Physical Disability Persons with Mental Illness Elderly or Frail Elderly Persons with Chemical Dependency Homeless Persons with Developmental Disabilities Public Housing Residents Persons with HIV or AIDS Other (Please explain) 3. Housing: An activity that provides or improves permanent residential structures. For rental units, one- and two-unit structures must be occupied by LMI households and three-plus unit structures must be occupied by 51% low/moderate income households. For owner occupied, 100% of the units must be sold to LMI households. 4. Economic Development: An activity that creates or retains permanent jobs, of which, at least 51% must be made available to LMI persons and one must be created for every $25,000 in funds provided. 6

7 IV. National Objectives 5. How will this project principally benefit LMI residents of Washington County? 6. How many persons / households will benefit from this project? Very low-income beneficiaries (30% of Area Median Income or below) Low-income beneficiaries (31-50% of Area Median Income) Moderate-income beneficiaries (51-80% of Area Median Income) 7. How will the client / participant population be determined (please check one)? Income Verification: Provide a description of the procedures, policies and guidelines which will be used to collect and verify income. Attach forms your organization will use to collect required income data. (Note: Income verification is required for all housing activities.) Special Needs Population: Special needs populations presumed to be principally low and moderate income include abused children, battered spouses, migrant farm workers, persons living with HIV/AIDS and persons which are elderly, severely disabled or homeless. Area-Wide Need: Area benefits may be provided to residents within a specific, defined geographic area with a low-mod population no less than percent. Describe how the project service area was determined. Attach a map delineating the service area. Other (please explain) B. Reduce or Eliminate Slum or Blight (This is a specific HUD defined activity that helps to prevent or eliminate slums and blighted conditions. Properties receiving funds under this category must ultimately be used for an activity that benefits LMI persons.) 1. Area Basis: Activities that target a designated area. (Attach census tract map indicating the slum/blight area.) 2. Spot Basis: Activities that target a specific site that may or may not be in a slum or blighted area. (Attach photos of the site.) 3. Briefly explain how the elimination of blight will be accomplished. How was blight determined? C. Urgent Community Need: This is a specific HUD defined activity that will address an unforeseen situation that has occurred within the last 6-12 months, that poses a serious and immediate threat to the health or welfare of the community, and for which no other financial resources are available to meet such need. 1. Briefly explain the nature of the need, how it affects the community (threats to health or welfare), and timing (when did the situation originate; when did it become serious). 7

8 V. Project Information (Narrative) Please review the attached evaluation and ranking criteria before answering the following questions. Information from the following questions will be used to award points within the evaluation criteria. Please to limit this narrative section to 5 pages. A. Project Need and Impact 2. How does the need for the proposed activity compare with other human / infrastructure needs? 3. How was the need for this project determined? For single family homes, can the units be sold to eligible homeowners within the 6 months HOME program sales deadline? 4. Is it a local priority? 5. How will Washington County residents benefit from this project? 6. If HOME funds, how will you ensure compliance during the period of affordability? 7. How will the project be affected if funding is not provided at the requested level? 8. Attach any third party materials which document the need for this project (feasibility studies, market research,, waiting lists, planning reports, etc.). 8

9 V. Project Information (Narrative) continued B. Immediacy 1. Describe any site selection, policy, regulatory, marketing or other steps that will be necessary once funds are available. 2. Have all other funding sources been formally committed? Yes or No a. What other sources of funding are being considered for this project? (Attach copies of all funding commitment letters) 3. This project will be completed in (circle one): 6 months 12 months 18 months Include a drawdown / spending schedule C. Management Capacity 1. How will this project and expenditure of funds be managed? Do you have unspent funds from prior years? 2. Describe the roles / responsibilities of individuals involved in project implementation. (Attach resumes of work history.) 3. Who will be responsible for income verification / documentation? Has the identified responsible staff attended a HUD Income Determination Training? Provide date of training(s). 4. Will any portion of the project be subcontracted to another organization or firm? 5. Who will be responsible for the reporting to the CDA? Please describe staff s understanding of the federal requirements and timeframes. 6. Provide a list of all projects currently in process and timelines for completion. 7. Include three letters of references from groups or individuals that worked with you on a past project. 8. What type of contingency plan have you developed should a key individual in you group leave unexpectedly? 9

10 And how long would this person s leaving delay your project? Include a discussion on sufficient reserves that demonstrate liquidity or ability to complete project and any applicable affordability period. Provide a copy of organization s succession plan. VI. Budget (Include a discussion on funding application and award dates) *Please note: if you are submitting an application for a Rental Development Project please contact Angie Shuppert for additional Rental Spreadsheets (or use the NDC worksheets) required for submittal with the application. Total Project Cost: $ Total Funds Requested: $ Request of funds as % of Total Cost: % Source of Funds (Include cash and in-kind) Amount Committed Pending $ Committed Pending $ Committed Pending $ Committed Pending $ Committed Pending $ Committed Pending $ Committed Pending Total: $ Expenses (Please Itemize*) Requested Other TOTAL Total: 10

11 * Itemize project expenses, using the following as applicable to your project (include a separate sheet if necessary): Acquisition and Improvement Costs - Purchase price, closing costs, site improvements, clearance of toxic contaminants, etc. Construction/Rehabilitation Costs - Site improvements, construction (labor, materials and supplies), installation, permits, etc. Professional Fees and Personnel Costs - Architectural, engineering and code inspection fees, surveys, appraisals, legal fees, hazardous materials surveys, project management, etc. Other Development Costs - Relocation, financing costs, environmental reviews, environmental studies, etc. Does the total project cost account for federal prevailing wages if applicable? No Yes 1. MATCH - HOME FUNDED PROJECTS ONLY: Specify the type of MATCH contribution the applicant will use to meet the 25% MATCH requirement. N/A - Applying for CDBG Funding 2. BUDGET NARRATIVE-Provide an explanation of the project budget and funding sources including leveraged funds and how they are applied towards your project: 11

12 VII. Applicant Authorization I certify that the information contained in this application is true and correct and that it contains no misrepresentations, falsifications, intentional omissions, or concealment of material facts. I further certify that no contracts have been awarded, funds committed or construction begun on the proposed project, and that no contracts will be awarded, funds committed or construction begun prior to receipt of a Notice to Proceed from Washington County Community Development Agency. Signature of Authorized Official Name of Authorized Official Title Date Applications submitted by cities or townships must be signed by the mayor, town board chair, or city manager and must be authorized by the city council or town board. Applications submitted by nonprofit organizations must be signed by an authorized representative and must be authorized by the governing board. 12