EXHIBIT “E”
LHTF NOFA
Local Housing Trust Fund
Notice of Funding Availability
New Construction
Affordable Rental Housing
Planning and Development Department
Housing and Community Development Division
February 28, 2023
PROPOSAL SUBMISSION DEADLINE: (Prior to 3:00 p.m., April 17, 2023)
CONTACT: Shin Ae Choi
PLANNING AND DEVELOPMENT DEPARTMENT
Email: [email protected]
Phone: (559) 621-8021
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Development Opportunity
The City of Fresno ( City) is soliciting proposals fr om housing development organizations to construct new affordable rental housing restricted to households with average incomes of no more than 60% Area Median Income (AMI) with a minimum of 30% of units supporting households with an average income of no more than 30% AMI. The selected developer(s) will be required to perform all aspects of development (i.e.: proper ty acquisition, entitlement, environmental clearance, financing, and construction). As an incentive, the City is proposing to provide funding through the City of Fresno’s Local Housing Tr ust Fund. Funding shall be used as gap financing for the development of affordable rental housing units within the project that carry a 55- year affordability covenant , in compliance with underwri ting and loan requirements of Guidelines , Secti on 107 of the He alth and Safet y Code (HSC) Section 50842.1, 50842.2,50843.5 and Section 54006(f). Funding will be p rovided as a simple interest loan at a rate no higher than three per cent per annum, for paym ent of predev elopment costs, acquisition, or construction. Upon selection of a proposed project(s), the City and developer will enter into a funding agreement for a proposed project.
Applications received in response to prior Notices of Funding Availability w ill also be considered for funding by the City.
► Scope of Work
The City of Fresno is requesting proposals from qualified and experienced developers for new construction of affordable rental housing developments restricted to households with average incomes of no more than 60% AMI with a minimum of 30% of units to support households with an average income of no more than 30% AMI.
Eligible Activities
Construction of new affordable housing
• Non-Traditional Housing Units - May include Tiny Homes, Accessory Dwelling Units (ADU), Cottages or other structure that fit the requirements as defined in this bid request. • Traditional Multifamily – May include multiple separate housing units for residential inhabitants contained within one building or several buildings within one complex.
All units must comply with California Building Standards Code, City of Fresno Building Codes, and the Housing Quality Standards of the United States Department of Housing and Urban Development (HUD), 24 CFR 982.401.
The work to be performed by the selected developer (s) includes, but is not l imited to, the following:
• Acquire the affordable housing site and complete construction of the project • Obtain all necessary entitlements including a rezone, plan amendment, a nd final subdivision map (if applicable)
• Obtain all the necessary utiliti es for th e property (electric ity, gas, sewer, water, cable, garbage, etc.)
• Construct the required on- and off-site improvements
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• Commission environmental assessments and studies (CEQA and NEPA) and comply with mitigation measures
• Work collaboratively with City Housing and Community Development Division staff on all aspects of the development including design, financing, construction, and monitoring • Obtain the necessary bonds and insurances
• Work with community and/or neighborhood groups as part of the planning process • Secure senior financing to complete development of the project These units are to meet or exceed the following specifications (as defined in 24 CFR 982.401):
• E ach unit is to be at minimum 288 square feet
o Each unit is to be designed for an individual or family • Each unit is to include a living room, kitchen area, and bathroom o Living room must have at least one window, two electrical outlets, and reasonable space for a bed for sleeping for an individual or family o Kitchen area must include an oven, and a stove or range, a refrigerator suitable for an individual or family , a kitchen sink, at least one electrical outlet, at least one permanent ceiling or wall light fixture, and space for storage/preparation/serving of food
o Bathroom must be located in a separat e private room and have a flush toilet, a fixed sink basin, a shower or tub, at least one openable window or exhaust ventilation, and at least one permanent ceiling or wall light fixture • Each unit must provide appropriate cooling and heating mechanisms to maintain a thermal environment healthy for the human body
• Each unit must have exterior doors that are lockable
• Each unit must include at least one battery-operated or hard-wired smoke detector • Each unit must be single-level (no loft sleeping areas accessible by stairs) Each bidder is responsible for reviewing and ensuring that their proposal meets the standards as referenced above. The minimum specifications as defined above is not meant to be an exhaustive list for bidders, but a baseline guide. T here must be compliance with all codes as defined in this section for the bid to be considered responsive. It is expected that each bidder will provide at least rough plans of their proposed units.
► Construction Allocation
• $ 4,750,000 million dollars from the City of Fresno’s Loc al Housing Trust Fund is available for this project.
► Selection Criteria
Prioritized Factors
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In awarding projects, funding shall be prioritized for the following:
• Community Need – Projects that include a documented community need such as publicly accessible plazas or parks, a healthy food grocery store or medial facilities (10 pts) • A daptive Reuse – Projects that transform old building into new residences (9 pts) • Location – P rojects that p romote new affordable housing in areas of high-opportunity (8 pts)
• Clim ate Change – Projects that are designed to reduce the impact of climate change (7 pts)
• Un iversal Design – Projects that include accessibility into their design so that people of all ages and abilities can live their lives (6 pts)
• B IPOC/Women Led – Projects that are led by or committed to hiring local Black, Indigenous, People of Color (BIPOC) and women-owned businesses (5 pts) • N onprofit Led – Projects that are led by no n-profit entities whose mission is related to affordable housing, community empowerment and/or neighborhood development (4 pts) • C onstruction Type:
o Non-Traditional Housing – May include Tiny Homes, Accessory Dwelling Units (ADU ), Cottages or other structure that fit the requirements as defined in this bid request (10 pts)
o T raditional Multifamily – May include m ultiple separate housing units for residential inhabitants are contained within one building or several buildings within one complex (5 pts)
Selection will be based on the following (one point for each):
• Demonstrated ability to perform
• Have site control, an executed Purchase and Sale Agreement , or be in written negotiations with the property owner
• History of successful completion of at least five similar projects • Documentation of meeting projected deadlines within budget • Key personnel experience with the proposed project type • Submittal of a current signature authorization by minute order or Resolution to enter into a funding agreement with the City for a specified amount of funds • If providing funds to the project, submittal of a Resolution of Board commitment of funds to the project, by project name, no general Resolutions • Leverage City funds with other local, State, federal or private funding • G enerate addi tional revitalization in the area, instill community pride, and transmit a positive change in the surrounding neighborhood
• L ocal developer or have an office located in the City of Fresno • I nfill development that utilizes the capacity of the City’s existing infrast ructure • Create local construction jobs for the duration of the project • Be near amenities such as grocery stores, banking, schools
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• W ithin one mile of a Fresno Area Express bus stop
• A esthetically pleasing design and quality construction • Evidence of solid and viable financing structure
• Provide accessibility of the units to low-income households • Ability to comply with City insurance requirements (non-negotiable) • Residential square foot /unit cost indicative of the housi ng type • E xperience utilizing federal and State fund ing
• C ommission environmental reviews
• Higher density development preferred for multifamily
• Incorporation of the City’s “Green” building methods
• C ompliance with the City’s Universal Design Ordinance (2008-53) • Condition of existing properties (if any)
• Market study completed by a third party showing the need for the project • Demonstrated alignment with the City’s One Fresno Housing Strategy • Projects that include two- or three-bedroom units at an affordability level of 30-6 0% AMI will receive preference
► Consistency with Housing Objectives
Projects assi sted with City funds must demonstrate consistency with one or more of the City’s housing goals, priorities and objectives as follows:
Housing Rehabilitation and Acquisition Improve the affordable housing stock for lower income households.
New Construction of Affordable Housing Increase affordable housing opportunities , especially those with five or more household members or members with special needs. Redevelopment and Relocation Provide increased affordab le housing opportunities and assistance for those displaced through either code enforcement or redevelopment. Permanent Housing for Homeless Persons Provide housing for homeless individuals and those in danger of becoming homeless.
► Submission Instructions and Requirements
Submit one cover letter, one application, and supporting documents per project on a USB flash drive to the address and room below by, or before 3:00 p.m. on April 17, 2023.
City of Fresno
Housing and Community Development Division
Attention: Shin Ae Choi, Real Estate Finance Specialist I 2600 Fresno Street, Room 3065
Fresno, CA 93721
The City of Fresno reserves the right to reject any and all proposals. ► Technical Assistance and Questions
There will be no on-site technical assistance workshops for this NOFA. Developers may submit questions via email Monday through Thursday between the hours of 8:00 a.m. - 5 :00 p.m. to:
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[email protected]. A response wi ll be provided via email by the end of the following day.
Developers applying for the first time may contact Corrina Nunez, Project Manager, at (559) 621- 8021 or by email at: [email protected] for one-on-one assistance.
Proposers shall not contact any City official/ representative during the NOFA process other than that specified as proposal contact listed above.
► Review, Recommendation, Approval
Review – A Project Manager w ill perform an initial technical review and analysis of the applications for eligibility, feasibility, and completeness. The department Project Manager may interview development teams, contact references, investigate previous projects, and current commitments, and conduct any other type of inquiry and investigation necessary to determine the qualifications to deliver the proposed project. Incomplete or ineligible applications wil l be eliminated from further funding consideration. Developers may be requested to submit additional or clarifying information.
Recommendation – H ousing and Com munity Development Division staff familiar with t he development process will rank the proposed projects for r eview by the Planning Director , in consultation with the City’s administration, for a determination of which project(s) will be recommended to City Council for approval.
Approval – Cit y Council has final approval of funding to a proposed project(s). ► Terms and Conditions
The City reserves the right, at its sole discretion, to suspend, amend, or modify the pr ovisions of the proposal and selection process. If such an action occurs, the City will notify all interested parties.
Prior to entering into a funding ag reement with the City, it is expected that the prospective development team will complete their own due diligence of their selected site(s).
All applications received by the City for funding consideration will not be returned to the applicant. The cost of preparing applications shall be borne by the respondent.
Completion of this proposal/application process in no way guarantees or commits City funding to a proposed project. The Housing and Community Development Division reserves the right to:
• Request clarification of the information submitted
• R equest additional information from any applicant responding to this NOFA • Award funds to th e next most feasible project, if the successful applicant does not execute an agreement within the applicable t imeframe after notification of initial funding recommendation
• Reject any application that does not address the items listed in the NOFA • Negotiate with selected applicants
• Reject all applications submitted at its sole and absolute discretion • Accept application(s) that it considers to be in the interest of the City, with or without negotiation
• Waive any informality or minor irregularity when in the best interest of City to do so • Have no obligation to enter into an agreement with any party responding to this NOFA
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► City Insurance and Indemnity Requirements (non-negotiable)
Insurance Requirements.
(a) Throughout the life of this Agreement, DEVELOPER shall pay for and maintain in full force and effect all insurance as required herein with an insurance c ompany(ies) either (i) admitted by the California Insurance Commissioner to do business in the State of California and rated no less than “A -VII” in the Best’s Insurance Rating Guide, or (ii) as may be authorized in writing by CITY'S Risk Manager or his/her designee at any time and in his/her sole discretion. The required policies of insurance as stated herein shall maintain limits of liability of not less than those amounts stated therein. However, the insurance limits available to CITY, its officers, offi cials, employees, agents and volunteers as additional insureds, shall be the greater of the minimum limits specified therein or the full limit of any insurance proceeds to the named insured.
(b) If at any time during the life of the Agreement or any ex tension, DEVELOPER or any of its subcontractors fail to maintain any required insurance in full force and effect, all services and work under this Agreement shall be discontinued immediately until notice is received by CITY that the required insurance has been restored to full force and effect and that the premiums therefore have been paid for a period satisfactory to CITY. Any failure to maintain the required insurance shall be sufficient cause for CITY to terminate this Agreement.
No action taken by CIT Y pursuant to this section shall in any way relieve DEVELOPER of its responsibilities under this Agreem ent. The phrase “fail to maintain any required insurance” shall include, without limitation, notification received by CITY that an insurer has commenced proceedings, or has had proceedings commenced against it, indicating that the insurer is insolvent.
(c) The fact that insurance is obtained by DEVELOPER shall not be deemed to release or diminish the liability of DEVELOPER , including, without limitation, liability under the indemnity provisions of this Agreement. The duty to indemnify CITY shall apply to all claims and liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation u pon the amount of indemnification to be provided by DEVELOPER .
Approval or purchase of any insurance contracts or policies shall in no way relieve from liability nor limit the liability of DEVELOPER, vendors, suppliers, invitees, contractors, sub-contractors, subcontractors, or anyone employed directly or indirectly by any of them.
Coverage shall be at least as broad as:
(i) COMMERCIAL GENERAL LIABILITY insurance which shall be at least as broad as the most current version of Insurance Services Office ( ISO) Comm ercial General Liability Coverage Form CG 00 01 and include insurance for “bodily injury,” “ property damage” and “personal and advertising injury” with coverage for premises and operations (including the use of owned and non- owned equipment), pr oducts and co mpleted operations, and contractual liability (including, without limitation, indemnity ob ligations under the Agreement) with limits of liability of not less than the following:
$2,000,000 per occurrence for bodily injury and property damage $2,000,000 per occurrence for personal and advertising injury
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$4,000,000 aggregate for products and completed operations $4,000,000 general aggregate applying separately to work performed under the Agreement
(ii) COMMERCIAL AUTOMOBILE LIABILITY insurance which shall be at least as broad as the most current version of Insurance Service Office (ISO) B usiness Auto Coverage Form CA 00 01, and include coverage for all owned, hired, and non- owned automobiles or other licensed vehicles (Code 1- Any Auto) wi th limits of liability of not less than $1,000,000 per accident for bodily injury and property damage.
(iii) WORKERS’ COMPENSATION insurance as required under the California Labor Code. (iv) EMPLOYEE LIABILITY insurance with limits of liability of not less than $1,000,000 each accident, $1,000,000 disease policy limit and $1,000,000 diseased each employee. (v) BUILDERS RISK (Course of Construction) insurance, obtained by the DEVELOPER or subcontractor in an amount equal to the completion value of the Projec t with no c oinsurance penalty provisions. (Only required if the project includes new construction of a building; or renovation of, or addition to, an existing building.)
(vi) CONTRACTOR POLLUTION with coverage for bodily injury, property damage or pollution clean-up costs that could result from of pollution condition, both sudden and gradual. Including a discharge of pollutants brought to the work site, a release of pre- existing pollutants at the site, or other pollution conditions with limits of liability of not less than the following:
$1,000,000 per occurrence
$2,000,000 general aggregate per annual policy period
In the event the work involves any lead- based, mold or asbestos environmental hazard, either the Automobile Liability insurance policy or the Pollu tion Liability insurance policy shall be endorsed to include Transportation Pollution Liability insurance covering materials to be transported by the DEVELOPER pursuant to the SLFRF Agreement.
In the event the work involves any lead- based environmental hazard (e.g., lead- based paint), the DEVELOPER’s Pollution Liability insurance policy s hall be endorsed to include coverage for lead based environmental hazards. In the event the DEVELOPER involves any asbestos environmental hazard (e.g., asbes tos remediat ion), the DEVELOPER’s Pollution Liability insurance policy shall be endorsed to includ e coverage for asbestos environmental hazards.
In the event the SLFRF Agreement involves any mold environmental hazard (e.g., mold remediation), the Pollution Liability insurance policy shall be endorsed to include coverage for mold environmental hazards and “microbial matter including mold” within the definition of “Pollution” under the policy.
UMBRELLA OR EXCESS INSURANCE
In the event DEVELOPER purchases an Umbrella or Excess insurance policy(ies) to meet the “Minimum Limits of Insurance,” this insur ance policy(ies) shall “follow form” and afford no less coverage than the primary insurance policy(ies). In addition, such Umbrella or Excess insurance policy(ies) shall also apply on a primary and non- contributory basis for the benefit of the CITY, its officers, officials, employees, agents and volunteers.
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DEDUCTIBLES AND SELF-INSURED RETENTIONS
CONTRACTOR shall be responsible for payment of any deductibles contained in any insurance policy(ies) required herein and CONTRACTOR shall also be responsible f or payment of any self-insured retentions.
OTHER INSURANCE PROVISIONS/ENDORSEMENTS
(i) All policies of insurance required hereunder shall be endorsed to provide that the coverage shall not be cancelled, non- renewed, reduced in coverage or in limits except after thirty (30) calendar day written notice has been given to the CITY.
Upon issuance by the insurer, broker, or agent of a notice of cancellation, non- renewal, or redu ction in coverage or in limits, the DEVELOPER shall furnish the CITY with a new certificate and applicable endorsements for such policy(ies). In the event any policy is due to expire during the work to be performed for the CITY, the DEVELOPER s hall provid e a new c ertificate, and applicable endorsements, evidencing renewal of such policy not less than fifteen (15) calendar days prior to the expiration date of the expiring policy. (ii) The General Liability, Pollution and Automobile Liability insurance policies shall be written on an occurrence form.
(iii) The General Liability, Automobile Liability and Pollution Liability insurance policies shall name the CITY, its officers, officials, agents, employees, and volunteers as an additional insured for ong oing and compl eted ope rations. All such policies of insurance shall be endorsed so the DEVELOPER’s i nsurance shall be primary and no contribution shall be required of the CITY. (iv) The coverage shall contain no special limitations on the scope of protectio n afforded to the CITY, its officers, officials, employees, agents, and volunteers. (v) If the DEVELOPER maintains higher limits of liability than the minimums shown above, the CITY requires and shall be entitled to coverage for the higher limits of liability maintained by the DEVELOPER.
(vi) The Builders Risk (Course of Construction) insurance policy shall be endorsed to name the CITY as loss payee.
(vii) All insurance policies required inclu ding the Workers’ Compensation insurance policy shall contain a waiver of subroga tion as t o the City, its officers, officials, agents, employees, and volunteers.
The DEVELOPER shall furnish the CITY with all certificate(s) and applicable endorsements effecting coverage required hereunder. All certificates and applicable endorsements are to be received and approved by the CITY’s Risk Manager or his/her designee before work commences. Upon request of the CITY, the DEVELOPER shall immediately furnish the CITY with a complete copy of any insurance policy required under this Agreement, i ncluding all endorsements, with said copy certified by the underwriter to be a true and correct copy of the original policy. This requirement shall survive expiration or termination of this Agreement.
In the event of a partial or total destruction by the perils insured against of any or all of the work
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and/or materials herein provided for at any time prior to the final completion of the Agreement and the final acceptance by the CITY of the work or materials to be performed or supplied thereunder, the DEVELOPER shall promptly reconstruct, repair, replace, or restore all work or materials so destroyed or injured at his/her sole cost and expense. Nothing herein provided for shall in any way excuse the DEVELOPER or his/her insurance company from the obligation of furnishing all the required materials and completing the work in full compliance with the terms of this Agreement.
SUBCONTRACTORS
If DEVELOPER subcontracts any or al l of the services to be performed under this Agreement, DEVELOPER shal l require, at the dis cretion of th e CITY Risk Manager or designee, subcontractor(s) to enter into a separate Side Agreement with the CITY to provide required indemnification and insuranc e protection. Any required Side Agreement(s) and associated insurance documents for the subcontractor must be reviewed and preapproved by CITY Risk Manager or designee. If no Side Agreement is required, CONTRACTOR will be solely responsible for ensuring that its subcontractors maintain insurance coverage at levels no less than those required by applicable law and is customary in the relevant industry.
INDEMNIFICATION
To the furthest extent allowed by law, DEVELOPER shall indemnify, hold harmless and defend the CITY and each of its officers, offic ials, employees, agents and vol unteers from any and all los s, liability, fines, penalties, forfeitures, costs and damages (whether in contract, tort or strict liability, including but not limited to personal injury, death at any time and property damage) incurred by t he CITY, the DEVELO PER or any o ther person, and from any and all claims, demands and actions in law or equity (including attorney's fees and litigation expenses), arising or alleged to have ar isen directly or indirectly out of performance of th is Agreement. The DEVELOPER’s o bligations under the precedi ng sentence shall apply regardless of whether the CITY or any of its officers, officials, employees, agents, or volunteers are passively negligent, but shall not apply to any loss, liability, fines, penalties , forfeitures, costs, or damages caused by the active negligence or by the willful misconduct of the CITY or any of its officers, officials, employees, agents, or volunteers.
If DEVELOPER sh ould subcontract all or any portion of the work to b e performed under this Contract, DEVELOPER shall require each subcontractor to indemnify, hold harmless and defend CITY and each of its officers, officials, employees, agents and volunteers in accordance with the terms of the preceding paragraph.
This section shall survive termination or expiration of this Agreement.
PROPERTY INSURANCE
The DEVELOPER shall maintain in full force and effect, throughout the remaining life of this Agreement, a policy o r policies of property insuranc e acceptable to the CITY, covering the Project premises, with limit s reflective of th e value of the Project premises upon issuance of the Certificate of Completion or substantial completion of the project referenced in this agreement, including fire and Ex tended Comprehensive Exposure (ECE) coverage in an amount, form, substance, and quali ty as acceptable to the CITY’s Risk Manager. The CITY
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shall be added by endorsement as a loss payee thereon.
BOND OBLIGATIONS
The developer or its General Contractor shall obtain, pay for, and deli ver good and sufficient payment and performance bonds al ong with a Pr imary Obligee, Co-Obligee or Multiple Obligee Rider in a form accept able to the City from a corporate surety, admitted by the California Insurance Commissioner to do business in the State of California and Treasury -listed, in a form satisfactory to the City and naming the City as Obligee. (i) The “Fa ithful Performance Bo nd” shall be at least equal to one hundred (100) percent of the developer’s estimated construction costs as reflected in the developer’s pro forma budget, to the guarantee faithful performance of the Pr oject, within the time prescribed, in a manner satisfactory to the City , consistent with this agreement, and that all material and workmanship will be free from original or developed defects.
(ii) The “Pay ment Bon d” shall be at least equal to one hundred ( 100) percent of construction costs approved by the Cit y to satisfy claims o f material supplies and of mechanics and laborers employed for this Project. The bond shall be mai ntained by the developer in full force and effect until the Project is completed and until all claims for materials and labor are paid an d as required by the applicable provisions of Chapter 7, Title 15, Part 4, Division 3 of the California Civil Code. (iii) The “Material and Labor Bond” shall be at least equal to one hundred (100) percent of the developer’s estimated construction costs as reflected in the devel oper’s pro forma budget, to satisfy claims of material supplies and of mechanics and laborers employed for this Project. The bond shall be maintained by the developer in full force and effect until the Project is completed, and until a ll claims for materials and labor are paid, released, or time barred, and shall otherwise comply with any applicable provision of the California Code.
(iv) In lieu of the bonds requ ired above, the City, in its sole discretion, may acce pt from the developer an Irrevocable Standby Letter of Credit issued with the City named as the sole beneficiary in the amounts(s) of the bonds required above. The Standby Letter of Credit is to be issue d by a ba nk, and in the form, acceptable to the City .
This Irrevocable Standby Letter of Credit shall be maintained by the developer in full force and effect until the City is provided with a recorded Notice of Completion for the construction of the Proj ect and sh all be subj ect to and governed by the laws o f the State of California.
The City encourages minority- and women-owned firms to submit applications consistent with the City's po licy to e nsure that minority - and women-owned firms are afforded the maximum practicable opportunity to compete for and obtain public contracts for services.
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No person shall on the ground of race, color, religion, national origin, or sex be excluded from participation in, be denied the benefits of, or be subject to discrimination under any financial assistance program or activity funded in whole or in part with federal or State program funds made available through the City of Fresno.
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Affordable Housing Development Application
Check-off List
Separate sections with a tab and number accordingly x
Section Section Heading Attachment/Documents
1 Project Summary • First three pages
2 Project Description
• Narrative (one page)
• Pictures
• Attachments
3 Meeting Program Priorities • Narrative
4 Site and Project Readiness
• Narrative (one page)
• Zoning & Local Approval
• Site Control Documentation
• Phase I, Phase II, etc.
5 Project Schedule • Scope of Work (one page)
6 Tenant Relocation Plan • Narrative (if applicable) (one page)
7 Experience:
Applicant/Development Team
• Narrative
• Resumes
• Form: Completed
projects/projects under
development/properties
owned (one page)
8 Consistency with Federal/
Local Funding Requirements
• Program Consistency/ Plan
Consistency
9 Underwriting templates or
comparable worksheets
• Template all pages (include:
budget, sources and uses,
cash flow statement, rents,
income, etc.)
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SECTION 1 - PROJECT SUMMARY
Organization Name:
Address:
Federal Tax I.D. Number:
Organization Type (check all that apply):
Local Government
Housing Authority
Non-Profit Community Based Organization
Regional Non-Profit Housing Assistance Organization
Statewide Non-Profit Housing Assistance Organization
Qualified Tenant Organization
Private Development Corporation/Individual
Community Housing Development Organization (CHDO)
Community Based Development Organization
Community Development Corporation
Executive Director Name:
Phone: E-mail:
Project Contact Name:
Contact Organization:
Address:
Phone: E-mail:
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PROJECT SUMMARY CONTINUE
Project Name:
Project Address or Location:
Assessor’s Parcel Number(s):
City Council District:
For Housing Stock Only (check one):
Existing Privately Owned
Existing Publicly Owned
Other (please specify):___________________________________________
Project Activities (check all that apply):
Acquisition Independent Seniors
Rehabilitation (Single Family) Housing for the Homeless Rehabilitation (Multi-Family) Homeownership
New Construction (Single Family) Housing for Farmworkers New Construction (Multi-Family) Other:____________________________ HUD/USDA Preservation
Target Populations
Length of Commitment to Target Population: 55 years for rental housing
Number of Units/Beds per Special Needs Populations: Check if Not Applicable Units Beds Population
Mentally Ill
Developmentally Disabled
Domestic Violence
Frail Elderly
Homeless
At Risk of Homelessness
HIV/AIDS
Alcohol/Substance Abuse
Youth Under Age 21
Other:______________________________________________
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PROJECT SUMMARY CONTINUE
Proposed Number of Units Per Bedroom Count and Income. Place an asterisk next to the City- funded units. Include the square foot of the units.
% Median
Income
Studio/
sq. ft.
1-bed
/sq. ft.
2-bed
/sq. ft.
3-bed
/sq. ft.
4-bed
/sq. ft.
5-bed
/sq. ft. Totals
Totals
Construction and Perm Funding Sources and Total Development Cost
RESIDENTIAL NEW CONSTRUCTION
Source (Insert Name) Proposed Funding Amount
Committed/Conditional
Funding Amount Total Funding Amount
LHTF
Total
RESIDENTIAL PERMANENT
Source Proposed Funding Amount
Committed/Conditional
Funding Amount Total Funding
Total
TOTAL DEVELOPMENT COST
Proposed Funding Amount
Committed/Conditional
Funding Amount Total Funding
TOTAL
Original Signature of Authorized Official (attached Board/company Resolution) Electronic signature is acceptable.
Signature:
Title:
Name:
Date:
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SECTION 2 - PROJECT DESCRIPTION Limit narrative to one page
Provide a complete description of the project activity and the population to be served.
Include the following:
• Describe the property to be acquired, constructed and/or substantially rehabilitated. Include the acreage, square footage, physical description of the proposed project that i ncludes the bedroom/bathroom size, numbe r of stories, type of construction, la yout of the buildings on the site, and any other unique features of the proposed project. If there is a c ommunity room within the project, provide the square footage. If parking is being provided, include the square footage.
• If the project is substantial re habilitation, include the number and type of t he existing buildings, provide the original construction date, and provide any engineering assessments completed for the structures. E xplain why the substantial rehabilitation is preferred over new construct ion. If the project is substantial rehabilitation, include a capital needs assessment, if available.
• If the developer already owns the project site(s), provide the date of acqui sition, purchase price, appraisal, and deed.
• Provide a detailed description o f any on- and off -site improvements, i ncluding map, pictures, aerial photos, etc.
• Describe any environmental mitigation or abatement issues for the project/site.
• Provide a description of the type of household to be served, including information such as the number of ten ants, the size and d escription of the house holds, and know n special characteristics o f tenants (i.e., age, disabilities, special needs, seniors, etc.). Also include a description of the living arrangement (i.e. , individual apartments, shared housing with onsite management, etc.).
• If a property management company has been selected, provide a copy of the signed agreement.
• Explain how the selected design features is compatible with the housing needs of the target population.
• Describe the project location and the sur rounding neighborh ood. Include a discussion of the transportation options, amenities, nearby health and medical services, schools, etc.
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SECTION 3 - MEETING PROGRAM PRIORITIES Limit narrative to one page
• Describe how the project is consistent with the City’s priorities as outlined in the following documents:
2015-2023 Housing Element at https://www.fresno.gov/darm/wp- content/uploads/sites/10/2018/01/FresnoHEAdoptedApril2017smallfile.pdf 2020-2024 Consolidated Plan at https://www.fresno.gov/darm/wp- content/uploads/sites/10/2020/08/2020-2024-Consolidated-Plan.pdf 2022-2023 Annual Action Plan at https://www.fresno.gov/darm/housing-community- development/#tab-04
2021-2022 HOME-ARP Allocation Plan at https://www.fresno.gov/darm/housing-community- development/
2020-2024 Permanent Local Housing Allocation (PLHA) 5-Year Plan at https://www.fresno.gov/darm/housing-community-development/#tab-04 O ne Fresno Housing Strategy at https://www.fresno.gov/mayor/ 2035 General Plan at https://www.fresno.gov/darm/general-plan-development-code/#tab-01 Homeless Continuum of Care Plan (if applicable)
Housing plans or programs for group of individuals with special needs (if applicable)
Local Housing Trust Fund NOFA
Due April 17, 2023
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SECTION 4 - SITE AND PROJECT READINESS Limit narrative to one page
Discuss any issues with site control, zoning, special permits, environmental hazards and how they can be resolved in a timely manner.
Include the following:
• Status of site control. If in discussions with a property owner, provide a written agreement or a similar written commitment. If in negotiations with th e owner for the pr operty, provide a proposed Purchase and Sale Agreem ent or written correspondence between the owner and developer.
• Status of the architectural plans and design elements.
• Description of all proposed and firm f inancing sources and a plan for obtaining additional financing including a timeline. Provide any letters of commitment.
• Proposed project consistency with exist ing zoning and permit process. If not , de scribe the steps necessary to alleviate the inconsistency.
• Describe how any requ ired mitigation of existing conditions noted i n the environmental assessment, Phase I, Phase II, and any special study prepared for the site will be addressed.
• Substantial rehabilitation projects shall include a discussion for abatement of asbestos, lead- based paint, and/or mold as noted in the environmental documents and studies.
• If substantial rehabilitation, describe how ADA features will be in introduced.
• Include any final environmental documents completed.
Local Housing Trust Fund NOFA
Due April 17, 2023
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SECTION 5 - PROJECT SCHEDULE
Provide a detailed timel ine for c ompletion of major milestones related to the project. Identify all key aspects as well as the dates when all funding sources will be sec ured. Assum e that the available funding will be available, if awarded, by May 2023.
The project schedule should i ndicate that all proposed and conditional funds will be com mitted within six months of the award of City funding and that the project mus t commence construction within one year of the City f unding agreement execution and must be completed within f our years of the agreement execution.
List each task in chronological order, the projected completion date, and the responsible party to complete t he task. At a minimum, show the projected dates for co mmitment of all funding sources, any la nd use approvals, and date of property acquisitio n and construction commencement.
Schedule of Milestones
Task Projected Completion Date Responsible Party
Submit Application April 17, 2023 Applicant
Describe any aspects of the project that may lead to delays and how the schedule will be adapted to respond.
Local Housing Trust Fund NOFA
Due April 17, 2023
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SECTION 6 - TENANT RELOCATION PLAN Limit narrative to one page
If relocation is required (STOP) read carefully. If not, skip to Section 7.
Relocation benefits are tri ggered under the Uniform Relocation Act (“URA”) when a resident is displaced permanently or temporarily. If a proposed developme nt is partially or f ully occupied, a relocation plan must be submitted concurrently with this application and the appli cant is req uired to contact the Project Manager for instruction on tenant notification.
A relocation plan should describe the process to be used for permanent or temporary relocation and how these activities will be funded.
• List availability of comparable replacement units
• Include a budget for relocation with estimates
• Describe how the relocation plan is consistent with the relocation requi rements of the funding sources anticipated for the project
• Include sample letters to the tenants
• Include consultant information if applicable
SECTION 7 - EXPERIENCE Limit narrative to one page
Demonstrate in narr ative form how the s kills and experience of the development team are appropriate to the size and complexity of the proposed project.
• Describe the applicant’s experience and capacity to develop the housing type proposed.
• Describe the applicant’s experie nce with the utiliza tion of HOME /CHDO/CDBG/HOME- ARP/PLHA funds or other public funds.
• List key development team member s, inclu ding consultants such as legal counsel, architects, engineers, planners, General Contractor , property manager , etc. and their qualifications. Attach current resumes and agreements.
• Identify th e roles of key individuals in the developm ent team ( Development Director, Project Manager(s), Project Coordinator(s), etc.). Attach current resumes.
• Provide a fully executed Minute Order or Resolution i dentifying t he person(s) with th e authority to r epresent and make legal binding c ommitments on behalf of the organi zation.
The Resolution must be project specific and include the amount and type of funding requested.
• If the applicant is also providing funds to the project, provide a fully executed Minute Order or Resolution outlining the funding commitment to the project.
• Identify any legal action, bankruptcies, or lawsuits currently involving the organization.
Local Housing Trust Fund NOFA
Due April 17, 2023
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EXPERIENCE (CONTINUED)
Complete one form with the organization’s information and a second form with the developer’s information (if separate entities). Must show at least five prior completed projects.
COMPLETED PROJECTS
Name Location # of
Units
Year
Completed
Total Project
Cost
Sources of Financing
PROJECTS UNDER DEVELOPMENT: Include all projects currently under construction or projects for which you plan to seek funding in the next 6 months or have received at least one funding commitment.
Name Location # of
Units
Funding
Status
Begin
Construction
Complete
Construction
Key Staff
OTHER COMMERCIAL AND/OR RENTAL PROPERTIES OWNED
Include all commercial and rental properties owned by the applicant and all primary principals, owners, board m embers and/or development consultants of the organization ( attach additional pages if necessary).
Name Location # of
Units
Management Agency/Name
Local Housing Trust Fund NOFA
Due April 17, 2023
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SECTION 8 - CONSISTENCY WITH FEDERAL/STATE/LOCAL FUNDING REQUIREMENTS Limit narrative to one page
Developments funded in part with H OME/CHDO/CDBG/HOME-ARP/PLHA funds are su bject, but not limited, to applicable federal and state laws. LHTF Funds may be subject , but not limited to applicable federal and state laws , including the State of Ca lifornia Department of Housing and Community Development Local Housing Trust Fund guidelines issued April 2020.
The Guidelines implement, interpret, and make specific Healt h and Safet y (H SC) Sections 50842.1, 50842.2, and Section 54006(f), which govern the Local Housing Trust Fund Program (LHTF or LHTF Program). Any, or all, of the following may be part of the fu nding agreement between the City and the developer’s organization.
Equal Opportunity and Fair Housing at 24 CFR § 92.350 Affirmative Marketing at 24 CFR § 92.351
Tenant Selection and Participation at 24 CFR § 92.303 Environmental Review at 24 CFR § 92.352
Layering Review at Section 212(f) of the Cranston- Gonzalez National Af fordable Housing Act, 24 CFR § 91,92.250(b), and CPD Notice 98-01
Davis Bacon and Related Acts at 24 CFR § 92.354 (12 or more HOME-funded units) Lead-Based Paint at 24 CFR § 92.355
Ci ty of Fresno Universal Design Ordinance (No. 2008-53) Debarment and Suspension at 24 CFR § 92.350 and E.O. 12549 and 12689 Section 504 of the Rehabilitation Act of 1973 at 29 USC § 794 Minority Business Enterprise/Women’s Business Enterprise at 24 CFR § 92.351(b) Equal Opportunity and Housing, E.O. 11063
Civil Rights Act of 1968, Title VIII § 19.01.203
Drug-Free Workplace Act of 1988 (42 USC § 701), in accordance with the Act and with HUD regulations at 24 CFR Part 24, subpart F
Byrd Anti-Lobbying Amendment at 31 USC § 1352
National Environmental Policy Act of 1969, 42 USC § 4321, et seq. Copeland “Ant i-Kickback” Act at 18 USC § 874, as su pplemented by Department of Labor regulations at 29 CFR Part 3, “Contractors and Subcontractors on Public Building or Pub lic Work Financed in Whole or in Part by Loans or Grants from the United States” Equal Employment Opportunity, as amended by E .O. 11375 , “Amending Executive Order 11246 Relating to Equal Employment Opportunity”, as supplem ented by regulations at 41 CFR P art 60, Office of Federal Contract Compliance Programs, Equal Employment O pportunity, and Department of Labor
C ont ract W ork Hours and Safety Standards Act at 40 USC § 327-333, as supplemented by Department of Labor Regulations at 29 CFR Part 5, in regards to the construction and management of the proposed project
P roperty Standards at 24 CFR § 92.251
Pr oject Requirements at 24 CFR Part 92, Subpart F, as applicable and in accor dance with the type of project assisted
Uniform Relocation Assistance and Real Prop erty A cquisition for Federal and Federally Assisted Programs and applicable regulations at 42 USC 61 Sec. 4601, 49 CFR 24, 42 USC 69 Sec. 5304, 24 CFR 570.606 (a-g), 24 CFR 92.353
Violence Against Women Act (VAWA), 24 CFR 92.359 and 24 CFR 92.504(c)(3)(v)(F), including but not limited to notice requirements, obligations under emergency transfer plan,
Local Housing Trust Fund NOFA
Due April 17, 2023
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bifurcation of lease requirements, imposition of requirements for the duration of t he period of affordability, and inclusion of VAWA lease addendum requirements. Broadband infrastructure requirements for new housing and rehabilitation project s as set forth in 24 CRF 92.251.
SECTION 9 – UNDERWRITING TEMPLATES
Include underwriting templates that provide project financ ial information (i.e., Construction budget, permanent phase budget, 55 -year cash flow statement, gap financing analysis, property management item ized costs, rents, utility al lowance, income level, it emized development budget, etc.).
Multi-Family Underwriting t emplate can be found at the HUD Exchange at:
https://www.hudexchange.info/resource/2468/home-multifamily-underwriting-template/
S ufficient financial information to complete thorough underwriting.
If, this is a Low -Income Housing Tax Credit project, provide a copy of the application on a USB flash drive.