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California Department of Housing and Community Development Chris Westlake – Deputy Director for Division of Financial As

Emergency Housing and Assistance Program Capital Development (EHAPCD). California Department of Housing and Community Development Chris Westlake – Deputy Director for Division of Financial Assistance. 2011-12 EHAPCD Notice Of Funding Availability (NOFA) & Application Workshop. Purpose.

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California Department of Housing and Community Development Chris Westlake – Deputy Director for Division of Financial As

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  1. Emergency Housing and Assistance Program Capital Development (EHAPCD) California Department of Housing and Community Development Chris Westlake – Deputy Director for Division of Financial Assistance

  2. 2011-12 EHAPCD Notice Of Funding Availability (NOFA) & Application Workshop

  3. Purpose This workshop will provide an overview of the 2011-12 NOFA and preparation of the Application. ≈ The Application deadline is Friday, 5:00 p.m., Pacific Daylight Savings Time, September 30, 2011

  4. EHAPCD Loan Amount & Allocations • Urban Counties – $16,000,000 maximum • Population equal to or more than 200,000 • Non-Urban Counties - $4,000,000 minimum • Population less than 200,000 • (See Attachment C in the Application to check your county status) • Minimum Loan Amount = $20,001 • Maximum Loan Amount = $1,000,000

  5. EHAPCD Loan Terms & Lien position • 3% simple interest • Principal and Interest is deferred during the term of loan • EHAPCD Loan is forgiven if the terms & conditions of the loan & regulatory agreement are met • Department expects to be in first lien position whenever possible (loan to value)

  6. EHAPCD Loan Term for Eligible Activities • Acquisition only – 10 year term from the date the Regulatory Agreement is recorded • New Construction or Acquisition with Rehabilitation – 10 years* • Substantial Rehabilitation – 7 years* • Loans $25,000 or more • Minor Rehabilitation – 5 years* • Loans less than $25,000 *EHAPCD Loan term is from the date that either the Certificate of Occupancy is issued, or in the case where a local jurisdiction does not issue a Certificate of Occupancy, the date the Notice of Completion is recorded.

  7. Ineligible Use of EHAPCD Funds • Supplanting • Inefficient or Ineffective use of EHAPCD funds • Permanent Housing • Project without providing overnight beds • Activity and/or work completed prior to the execution date of the Standard Agreement • Recreational Equipment, Landscaping, Walls, Fences, Parking Lots & Offsite Improvements, Non-attached appliances

  8. Eligible EHAPCD Applicants • Local Government Agency • Nonprofit Corporation • Required to have provided emergency shelter, transitional housing, and/or housing at a safe haven to homeless persons for 12 months • Applicants applying in counties listed as using the local priority should contact the Designated Local Board (DLB) • DLB list is located on Attachment D of the NOFA • If applicant will be serving selected populations please refer to Attachment E & Attachment F of the NOFA

  9. EHAPCD Application Preparation • Start “Early” • Read the NOFA, Application, regulations and statute • Use the Application Checklist • Include Excel Worksheets/Attachments • Call EHAPCD rep if unsure what to submit Note: Failure to provide documentation and/or attachments may result in either the application being ineligible or not earning sufficient points for EHAPCD funding recommendation

  10. EHAPCD Application Completeness • Application & Copy received on time • Date Stamped • Applicants responsibility • Signed Authorized Resolution • w/ board member vote count • Proof of Site Control • Current Preliminary Title Report • Broker Price Opinion (BPO) or Appraisal • Sources & Uses/Financial Documentation • Eligible Activities - Applicants cannot apply for additional EHAPCD funds if they have already received an EHAPCD award for the same activity and/or scope of work previously funded • Attachments

  11. Application Summary Form & Eligibility Questions (Pages 5-16 of the application) • Read all instructions • Sign & Date the Certification page • Fill out completely & thoroughly • Explain if item is not available

  12. Required Items SubmittedWith Application • Resolution (See page 22 of the Application) • Non-Profit corporation status • http://kepler.sos.ca.gov • IRS Tax Exempt Status 501(c)(3) letter • Articles of Incorporation & By-Laws • Policy & Condition of Stay • Services provided, Rent charged, Length of Stay

  13. Required Items (cont.) Site Control (See Attachment 6 of the Application) • Must demonstrate at the time of EHAPCD Application submission to be eligible: • Fee title • Legally enforceable Purchase Agreement or Lease Option to purchase • Legally enforceable Lease or Option to Lease

  14. Additional Required Items with Submission of the Application • Preliminary Title report • 60 days old, • property address, • Assessor’s Parcel Number, & • plat map • Appraisal, Broker’s Price Opinion or Lease Comparables

  15. Appraisal Requirements(See Attachment 9 of the Application) • When EHAPCD funds of $25,000 or more will be used for a New Construction and/or Rehabilitation project, an ‘As Is’ & ‘As Completed’ unrestricted market value appraisal is required prior to loan closing • Unrestricted Market Value appraisal for all non-leased project sites, dated on or after August 15, 2011 • Broker’s Price Opinion • ‘As Is’ & ‘As Completed’ with at least 3 comparables • A Current ‘As Is’ & ‘As Completed’ appraisal will be required before loan close. Beware of decline in value. • Appraisals must be preformed by a qualified State licensed appraiser

  16. Financing Sources • Attachment #10 - Permanent financing sources with commitment letters included • Attachment #11 - Detailed Cost Estimate • Include total project & EHAPCD costs • Signed by an estimator • Attachment #12 - Sources & Uses • Totals should match Attachment #11 • Line items can be edited to reflect the project

  17. Environmental Reports (See Attachment 14 of the Application) • Projects funded through EHAPCD are subject to CEQA (California Environmental Quality Act) • Acquisition of land and/or New Construction require a Phase I Environmental Report • Lead Base paint & Asbestos surveys are required for existing structures built prior to 1978 • Provide remediation budget on Sources & Uses • Environmental Reports must not be dated earlier than 5 years prior to Application submission

  18. New Construction/Rehabilitation Information • EHAPCD projects funded with an aggregate total loan of $25,000 or more are subject to: • EHAPCD Bid Procedure Guidelines • Publicly advertise, Lowest “responsible bidder”, 3 qualified bids • Competitive bidding • Payment & Performance bond • AIA 101-2007 & EHAPCD Addendum • State prevailing wage provision Note: Competitive costs/bids are required if any part of labor, services and/or materials are to be donated.

  19. Current Condition & Property Inspection (See Attachment 15 & 16 of the Application) • Current Condition should describe the deficiencies of the project & include photos • For Acquisition and/or Rehabilitation projects, provide a Property Inspection performed by a qualified licensed general contractor, a licensed architect or by the local jurisdiction • If there is no report available at time of Application submission, insert a page stating when report will be available for EHAPCD review

  20. Scope of Work & Schematics (See Attachment 17 & 27 in the Application) Provide detailed information based on what is provided in Attachment 15 (Current Conditions), of how your organization intends to use EHAPCD funds SCHEMATICS – EHAPCD is looking the floor plan that clearly shows the location of all new and/or preserved bed(s)

  21. Additional Information Due with Application • FINANCIAL DOCUMENTATION • Attachments #19 – Project Staff Profile • Attachment #21 - Accrual Statement of Operations-Total Organization • Attachment #22 - Cash Flow Statement of Operations-Project Services/Client Social Services Only • Attachment #23 - Cash Flow Statement of Operations Facility- Physical Plant Only & • Attachment #24 - Audited Financial Statements and signed IRS Form 990s

  22. ADA Compliance • Provide acceptable evidence of ADA compliance from your local jurisdiction prior to loan closing • Any remedial work, budget for it! • EHAPCD funds can be used to bring a building into ADA compliance

  23. Rent Requirements • No rent charged if an emergency shelter • No more than 30% of adjusted family income or 10% of gross income for transitional housing • 10% Set aside is a must if rent is charged

  24. State Relocation (See Attachment 30 of the Application) Good Grief! What DO I DO Now?

  25. State Relocation (CONT.) • Borrowers must comply with the Uniform Relocation Assistance Act (URA)1970 • Follow procedures in the 1378 HUD Manual • Relocation requirements are triggered upon ‘Initiation of Negotiation’ (ION) • Relocation Plan & documentation of tenants eligible for relocation benefits shall be provided to EHAPCD prior to loan closing • NOTE: All costs associated with relocation requirements are not eligible for reimbursement with EHAPCD funds.

  26. Relocation Notices • EHAPCD will require copies of: • General Information Notices (GINs) • Eligibility Notices with claim forms • Comparable Units Form HUD 40061 • 90 Day & 30 Day Notices • Move-In Notices

  27. Relocation COMPARABLE UNITS Decent, Safe and Sanitary Must be currently available Same square footage or better Must be “comparable”

  28. LOST A TENANT? • What do you do • Submit all data for verification to EHAPCD • Lost Tenant • Moved Tenant • Money to Tenant • Consequences for losing tenants can be costly

  29. WHAT YOU CAN DO Be timely with all notices Assist tenants with filling out forms Ensure tenants understand Call a Relocation Specialist

  30. EHAPCD Award Process • Application submitted • Completeness review • Rating & Ranking • Project Reports prepared • Loan & Grant Committee • Director approval / Award Letters • Standard Agreements prepared & sent out

  31. EHAPCD Rating & Ranking Criteria • Applicant Capability – 430 points max. • Impact and Effectiveness – 200 points max. • Cost Efficiency – 220 points max. • Designated Local Board or Statewide priorities – 150 points max.

  32. Loan and Grant Committee • Required to attend committee meeting • Further action may be needed • Project may be ‘tabled’ or asked for additional information

  33. EHAPCD Timeline • NOFA issue date: August 15, 2011 • Applications due: September 30, 2011 • Loan & Grant Committee Meetings: Projected dates: December 2011 – January 2012 • Standard Agreement will be sent electronically approximately 60 days after award notification

  34. EHAPCD Webpage http://www.hcd.ca.gov/fa/ehap/ehap-capdev.html • NOFA & Application • Forms & Reports • EHAPCD Contact Information • ‘NEW’Interested Party – List Serve “Subscribe to Email List”

  35. Any Questions?

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