Cities Index.
Attachment C - Majestic RFP #21-22-28 Proposal

Visalia City Council
April 17, 2023

Document
Attachment C - Majestic RFP #21-22-28 Proposal
Meeting
April 17, 2023
Body
Visalia City Council
Original file
14.5 MB
Text extracted from the city's file for reading and search. Open the original on visalia.legistar1.com. That file is the official record.

Cover/Summary
April 20, 2022
City of Visalia – Purchasing Division
707 W. Acequia Avenue
Visalia, CA 93291
Property: RFP 21-22-28
Dear Review Committee:

RH Community Builders (RHCB) is pleased to submit this proposal for the Development of Permanent Affordable Rental Housing for Qualifying Populations in response to the City of Visalia’s Request for Proposal No. 21 -22-28. The Majestic, located at 4545 W. Noble in Visalia, will be a 42 -unit integrated supportive housing development for people experiencing homelessness.

RH Community Builders is committed to providing high quality, affordable housing coupled with robust wrap- around services designed to meet the needs of the most vulnerable in the community. Recent projects include Sequoia Village, a 50-unit motel conversion on Mooney Boulevard in Visalia and Crossroads Village, a 143-unit motel conversion in Fresno. Onsite supportive services, focused on housing tenancy and stabilization, are available at all properties and ensure that residents have the support they need to increase self-reliance.

The following individuals are authorized to negotiate on behalf of RH Community Builders:

Wayne Rutledge, CEO
352 W. Bedford Ave, Ste 110
Fresno, CA 93711
[email protected]
(559) 213-7373
As an industry leader with significant expertise in development, property management, and client -centered services, RHCB is confident that we can provide exceptional housing and services to some of the most vulnerable Visalians.

Respectfully,
Wayne Rutledge
CEO
City of Visalia, RFP No. 21-22-28
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Contents
Cover/Summary ..................................................................................................................................... 1 Experience & Qualifications of the Organization .................................................................................. 4 Experience & Qualifications of Personnel ........................................................................................... 45 Project Approach .................................................................................................................................. 61 Proposed Location ................................................................................................................................ 70 Exceptions ............................................................................................................................................. 71 Additional Information ........................................................................................................................ 72 Forms .................................................................................................................................................... 73 Section E Information ........................................................................................................................... 86 City of Visalia, RFP No. 21-22-28
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Experience & Qualifications of the Organization

1. Organization Information

RH Community Builders
2550 W. Clinton Avenue, Suite 142
Fresno, CA 93705
Phone: (559) 492-1393
Fax: (559) 223-2898
[email protected]

2. Main Contact

Machael Smith, Community Development Director
(559) 515-3467
[email protected]

3. Type of Organization

RH Community Builders is a limited partnership developer and service provider.

4. Summary Project Information

The Majestic, located at 4545 W. Noble in Visalia, will be a 42-unit integrated supportive housing development for people experiencing homelessness. RH Community Builders will acquire, develop, and operate The Majestic. Referrals will be made through the local Coordinated Entry System, targeting those with the highest acuity.

RH Community Builders brings extensive experience in acquiring and rehabilitating projects in the Central Valley. The Hacienda, a 280-door property, was rehabilitated and occupied within fifteen months. The campus is now home to multiple service providers and houses hundreds of people in a combination of emergency shelter, permanent supportive housing, rapid rehousing, and low-income permanent housing. RH was awarded two other Homekey projects in the inaugural funding round, which led to housing for more than 200 people experiencing or at-risk of homelessness. RH also has a proven-track record of successfully operating non-congregate shelters, including special initiatives such as Project Roomkey. Additionally, RHCB operates a number of community-based programs that serve similar populations such as TANF homeless assistance projects.

All units will be targeted to homeless individuals, and many will also be living with disabilities including mental illness, substance use issues, physical disabilities, HIV/AIDS and other chronic health conditions. Twenty-five percent (25%) of the units will be reserved for households that meet HUD’s definition of chronic homelessness. The project will feature a community space with adjacent offices that will be used for onsite services.

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The Majestic will undergo significant rehabilitation to convert all units to meet Housing Quality Standards. Fire, life, and safety items such as fire sprinklers and accessibility will be addressed. Units will be completely renovated with a new configuration to accommodate a kitchenette. Each of the units will have new flooring, paint, blinds, doors, cabinets, and other repairs/replacements as needed. Exterior improvements will include items such as paint, concrete, fencing, stair rails, signage, lighting, trash enclosure, gutters, asphalt, landscaping, and a security system.

The project will begin predevelopment activities upon announcement of award, anticipated to be summer 2022. Construction will begin Q1 2023 and will be ready for occupancy by Q1 2024. RHCB’s leadership team will oversee all compliance with state and local agencies to ensure that the units are providing high-quality housing to the identified target population and that all services are accessible to residents.

Project Eligibility Information

The Majestic is an eligible project for HOME-ARP funds under HUD notice CPD-21-10, HOME-ARP Rental Housing:

HOME-ARP funds may be used to acquire, rehabilitate, or construct affordable rental housing primarily for occupancy by households of individuals and families that meet the definition of one or more of the qualifying populations described in Section IV.A of this Notice (“qualifying households”).

Unlike the regular HOME Program, which targets HOME-assisted rental units based on tenant income, 70 percent of all HOME-ARP units will admit households based only upon their status as qualifying households. This complicates the underwriting and operation of projects that include HOME-ARP units. As a result, the requirements for HOME-ARP rental housing provide significant flexibilities to enable HOME-ARP rental projects to remain 21 financially viable and affordable for the qualifying populations throughout the minimum compliance period. Eligible HOME-ARP rental housing includes “housing” as defined at 24 CFR 92.2, including but not limited to manufactured housing, single room occupancy (SRO) units, and permanent supportive housing. Emergency shelters, hotels, and motels (including those currently operating as non-congregate shelter), facilities such as nursing homes, residential treatment facilities, correctional facilities, halfway houses, and housing for students or dormitories do not constitute housing in the HOME-ARP program. However, HOME-ARP funds may be used to acquire and rehabilitate such structures into HOME-ARP rental housing.

The Majestic is an eligible project for Successor Agency (SA) Housing funds under §34176.1(2) of the California Health and Safety code:

(2) Notwithstanding Section 33334.2, if the housing successor has fulfilled all obligations pursuant to Sections 33413 and 33418, the housing successor may expend up to two hundred fifty thousand dollars ($250,000) per fiscal year for homeless prevention and rapid rehousing services for individuals and families who are homeless or would be homeless but for this assistance, including the provision of short-term or medium-term rental assistance, contributions toward the construction of local or regional homeless shelters, housing relocation and stabilization services including housing search, mediation, or outreach to property owners, credit repair, security or utility deposits, utility payments, rental assistance for a final month at a location, moving cost assistance, and case management, or other appropriate activities for homelessness prevention and rapid rehousing of persons who have become homeless.

City of Visalia, RFP No. 21-22-28
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(3) (A) The housing successor shall expend all funds remaining in the Low and Moderate Income Housing Asset Fund after the expenditures allowed pursuant to paragraphs (1) and (2) for the development of housing affordable to and occupied by households earning 80 percent or less of the area median income, with at least 30 percent of these remaining funds expended for the development of rental housing affordable to and occupied by households earning 30 percent or less of the area median income and no more than 20 percent of these remaining funds expended for the development of housing affordable to and occupied by households earning between 60 percent and 80 percent of the area median income. A housing successor shall demonstrate in the annual report described in subdivision (f), for 2019, and every five years thereafter, that the housing successor’s expenditures from January 1, 2014, through the end of the latest fiscal year covered in the report comply with the requirements of this subparagraph.

Additional Required Documents

1. CoC Membership
RH Community Builders is a current member of the Kings Tulare Homeless Alliance.

2. Business License
RH Community Builders will obtain a business license upon commencement of business in Visalia.

Please note that our Sequoia Village project is owned by a single purpose LP which has a valid City of Visalia business license.

3. Tax Identification Number
EIN #84-2737051 (attached)

4. Articles of Incorporation
RH Community Builders is a limited partnership and is not subject to Articles of Incorporation or Bylaws. Attached is the Secretary of State Certificate of Limited Partnership and Limited Partnership Agreement.

5. 501c3 Non-profit Status
Not applicable, RH Community Builders is a developer and not a non-profit organization.

6. State and Federal Tax Exemption Determination Letters Not applicable, RH Community Builders is a developer and not a non-profit organization.

7. DUNS and/or UEI
UEI #TL76CEX1M3C5

8. Board of Directors
Not applicable, RH Community Builders is not a corporation and, as such, does not have a board of directors.

9. Authorization to Request Funds
Resolution attached.

City of Visalia, RFP No. 21-22-28
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10. Designation of Authorized Official(s)
Wayne Rutledge and Brad Hardie authorized to negotiate and/or execute agreements on behalf of RH Community Builders pursuant to the resolution dated April 20, 2022.

11. Organizational Chart
Organizational chart attached herein.

12. Resumes of CEO, CFO, and Project Manager(s)
Resumes attached herein.

13. Organizational Mission Statement
RH Community Builders is focused on building a multi-faceted approach to ending homelessness in the Central Valley. By assisting community members in accessing needed services and increasing the inventory of affordable housing, RHCB is ending homelessness, one family at a time.

14. Current Insurance Coverages
Certificate of insurance attached herein.

15. Financial Statements and Current Audit
RH Community Builder’s first audit is underway and should be complete by the fall of 2022. Once completed, financial statements and audit will be available upon request.

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AUTHORIZING RESOLUTION
RESOLUTION NO. 2022-1

A RESOLUTION OF THE PARTNERS OF RH COMMUNITY BUILDERS LP AUTHORIZING APPLICATION TO CITY OF VISALIA RFP NO. 21-22-28

WHEREAS:

A. The City of Visalia (“City”) has issued a Request for Proposal, dated February 22, 2022 (“RFP”), for the Development of Permanent Affordable Rental Housing for Qualifying Populations (“Program”).

B. RH Community Builders LP, a California limited partnership (“Applicant”), desires to apply for the Program through RFP No. 21-22-28.

THEREFORE, IT IS RESOLVED THAT:

1. Applicant is hereby authorized and directed to submit an application to the City in response to the RFP in a total amount not to exceed $5,000,000.

2. If the a pplication is approved, Applicant is hereby authorized and directed to enter into, execute, and deliver an agreement in a total amount not to exceed $5 ,000,000, any and all other documents required or deemed necessary or appropriate to secure the Program funds from the City.

3. Wayne Rutledge, CEO of RH Community Builders LP, is authorized to execute the application and any Program documents on behalf of Applicant for participation in the Program.

PASSED AND ADOPTED this 20
th day of April, 2022, by the following vote of the Partners:

AYES: [ 3_] NAYES: [ 0_] ABSTAIN: [ 0_] ABSENT: [ 0_]

The undersigned, Wayne Rutledge, Manager of General Partner, does hereby attest and certify that the foregoing is a true and full copy of a resolution of the Partnership’s governing body adopted at a duly convened meeting on the date above-mentioned, and that the resolution has not been altered, amended, or repealed.

RH Community Builders LP,
a California limited Partnership

By: WRBH, LLC,
a California limited liability company
Its: General Partner

By: ___________________________
Wayne Rutledge, Manager

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Brad Hardie
Role: President
Katie Wilbur
Role: Executive Director
Ana Cisneros
Role: Director
Preet Grewal
Role: Program Manager
The Lodge
Naomi Soriano
Role: Community Manager
Crossroads Village
Apartments
Angela Corona
Role: Program Manager
Landlord
Engagement
Abbie Velasco
Role: Housing Director
Mandi Johal
Role: Program Manager
ERAP
Daisy Zamora, ASW
Role: ECM Program
Director
David Bethea
Role: Program Manager
Crossroads Village
RRH
Heather Ferrante
Role: Bookkeeping
Manager
Jessica Fain
Role: Financial Analyst
Bernardo Canal
Role: Financial Analyst
Tiffany Lanni
Role: Executive Assistant
Nicole Harp
Role: Operations
Coordinator
Delores Baker
Role: Property Supervisor
Master Lease
Monica Sanchez
Role: Assistant Manager
The Flats
Wayne Rutledge
Role: CEO
Machael Smith
Role: Community
Development
Director
Julian Estrada
Role: Project Coordinator
RH Community Builders
City of Visalia, RFP No. 21-22-28
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Wayne Rutledge
352 W. Bedford Ave #110 Fresno, CA 93711
(559)213-7373
[email protected]

ELEVATE COMMUNITY SERVICES - FRESNO, CA
Chief Executive Officer

● Provide executive leadership to limited partnership conducting social services and development
● Oversee development and new business procurement
● Support team in unit acquisition
● Manage corporate financial performance
● Oversee property management services for more than 750 units

2021-Present

RH COMMUNITY BUILDERS- FRESNO, CA
Chief Executive Officer

● Provide executive leadership to limited partnership conducting social services and development
● Oversee development and new business procurement
● Support team in unit acquisition
● Manage corporate financial performance
● Oversee property management services for more than 750 units

2019-Present

UNCLE HARRY’S NEW YORK BAGELRY- FRESNO, CA
Owner

● Own and operate four restaurants
● Grew business from 5 employees to more than 70 employees ● 2019 recipient of Fresno Bee’s People’s Choice Award: Food and Drink

1995-Present

COMMUNITY INVOLVEMENT

● General Plan Development Committee Member
● City of Fresno Rental Inspection Task Force Member
● City of Fresno Code Enforcement Task Force- Operation “No More Boards” ● Donated funding to operated 77 bed winter warning shelter in 2019-2020

City of Visalia, RFP No. 21-22-28
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Brad Hardie
331 West Shields Ave Fresno, CA 93705
(559) 433-7613
[email protected]

ELEVATE COMMUNITY SERVICES - FRESNO, CA
President

● Executive management of limited partnership providing social services and development in the Central Valley
● Pursue development of new programs and operations
● Oversee financial operations and budget management
● Support housing teams in fair housing compliance, unit acquisitions, and daily property management operations

2021-Present

RH COMMUNITY BUILDERS-FRESNO, CA
President

● Executive management of limited partnership providing social services and development in the Central Valley
● Pursue development of new programs and operations
● Oversee financial operations and budget management
● Support housing teams in fair housing compliance, unit acquisitions, and daily property management operations

2019-Present

REGENCY PROPERTY MANAGEMENT - FRESNO, CA
Owner and President

● Grew company from 3 employees managing 80 single family homes to 100+ employees managing 7,700+ units and 30+ Home Owner Associations ● Management of 20+ 100-unit Apartment Complexes
● Management of 1,000+ Section 8, Tax Credit, HUD, and low-income Units

2004-Present

RP CONSTRUCTION - FRESNO, CA
President

● Leading construction and maintenance firm for multiple property management companies in the Fresno area.
● Reputation for high quality, affordable maintenance and repair 2011-Present

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COMMUNITY INVOLVEMENT

● City of Fresno Planning Commissioner
● Fresno Chafee Zoo & Storyland Board Member
● Lowell-Yokomi Landlord Association Founding Member
● Lowell Community Development Corporation
● City of Fresno Rental Inspection Task Force Member
● City of Fresno Code Enforcement Task Force- Operation “No More Boards” ● Donated funding to operated 77 bed winter warning shelter in 2019-2020

Professional Affiliations & Notable Recognition

Forbes Magazine 30 under 30: Real Estate | 2016 Small Business Date Honoree | 2016, 2017, 2018 Fresno Business Journal Top Management Company | California Apartment Association | Apartment Owners Association | National Association of Residential Property Managers | California Association of REALTORS | California Association of Community Managers National Association of REALTORS | Fresno Association of REALTORS | Real Estate License | Board Member of WA Funding, Inc.

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Kathryn Wilbur, LCSW 74612
2550 W. Clinton Ave #142 Fresno, CA 93705
(585) 314-3914
[email protected]

EDUCATION

CAPELLA UNIVERSITY
Master of Business Administration

January 2021

UNIVERSITY OF SOUTHERN CALIFORNIA
Master of Social Work
Concentration: Community, Organization, Planning, and Administration

May 2014

CALIFORNIA STATE UNIVERSITY, FRESNO
Bachelor of Art in Social Work
Magna Cum Laude, Phi Kappa Phi Honor Society

May 2013

TRAINING/CERTIFICATIONS
Licensed Clinical Social Worker – LCSW 74612
Motivational Interviewing
TF-CBT
Pro-ACT Trainer

2016
2014
2015
2019

ELEVATE COMMUNITY SERVICES
Executive Director
● Pursue development opportunity in affordable housing and homeless services
● Create and manage budgets for operations and new program development ● Develop new business opportunities with County and State entities. ● Actively participate in community groups including FM-CoC and City of Fresno HCDC

2021- Present

RH COMMUNITY BUILDERS
Executive Director
● Manage daily operations of 100-person organization providing a variety of homeless and housing services in the Fresno area.
● Create and manage budgets for operations and new program development ● Develop new business opportunities with County and State entities. ● Actively participate in community groups including FM-CoC and City of Fresno HCDC

September 2019-
Present

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MENTAL HEALTH SYSTEMS, INC.

Vice President – Clinical Services, Central Valley Region ● Responsible for the oversight of MHS programs in the Central Valley and Northern California Region of California, including review of staff management, leadership and supervision, financial matters, administrative activities, record keeping, safety, and compliance with County and other funder’s contract requirements.
● Build and maintain relationships with multiple Counties and funders. ● Develop new business by serving as a subject matter expert on contract proposals, including four successfully awarded proposals in fiscal year 18-

19. ● Overall responsibility for program operation, staffing and successful achievement of contracted outcome/performance measures. ● Implements and monitors approved policies and procedures, ensure the highest quality of services and contract compliance.
● Ensures adherence to program budget and reviews monthly operating statements to ensure program integrity.

March 2018-
August 2019

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Machael Smith
2550 W. Clinton Ave #142 Fresno, CA 93705
(559) 515-3467
[email protected]

RH COMMUNITY BUILDERS- FRESNO, CA
Community Development Director

● Oversee development and new business procurement
● Grant management
● Serve as community liaison
● Compliance oversight

2021-Present

KINGS/TULARE HOMELESS ALLIANCE- VISALIA, CA
Executive Director

● Responsible for agency leadership and strategic vision ● Managed a portfolio of over 40 active grants
● Established organizational and regional priorities
● Worked with funders and jurisdictional leaders on strategic initiatives ● Oversaw all financial activities

2007-2021

WOODSIDE HOMES - FRESNO, CA
Escrow Manager/Broker

● Closely involved with the establishment of the Fresno Division ● Rolled out 9 new communities in a 12-month period
● Recruited, hired, trained the sales team
● Served as broker on all sales transactions
● Responsible for achieving sales/closing goals, including 350 closings in 2006
● Managed sales and marketing budgets

2005-2007

MCCAFFREY GROUP - FRESNO, CA
Vice President of Sales

● Developed and executed marketing strategies
● Reviewed and audited sales transactions
● Implemented web-based software for sales division
● Developed policies and procedures for sales, construction, customer service

2002-2005
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ANY PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?

INSR ADDL SUBR

LTR INSD WVD

PRODUCER CONTACT
NAME:

FAXPHONE
(A/C, No):(A/C, No, Ext):

E-MAIL
ADDRESS:

INSURER A :

INSURED INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY) (MM/DD/YYYY)

AUTOMOBILE LIABILITY

UMBRELLA LIAB

EXCESS LIAB

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $
DAMAGE TO RENTEDCLAIMS-MADE OCCUR $PREMISES (Ea occurrence) MED EXP (Any one person) $
PERSONAL & ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $

PRO-POLICY LOC PRODUCTS - COMP/OP AGGJECT
OTHER: $

COMBINED SINGLE LIMIT
$(Ea accident)
ANY AUTO BODILY INJURY (Per person) $

OWNED SCHEDULED
BODILY INJURY (Per accident) $AUTOS ONLY AUTOS

HIRED NON-OWNED PROPERTY DAMAGE
$AUTOS ONLY AUTOS ONLY (Per accident)
$

OCCUR EACH OCCURRENCE
CLAIMS-MADE AGGREGATE $
DED RETENTION $

PER OTH-

STATUTE ER
E.L. EACH ACCIDENT
E.L. DISEASE - EA EMPLOYEE $
If yes, describe under
E.L. DISEASE - POLICY LIMITDESCRIPTION OF OPERATIONS below INSURER(S) AFFORDING COVERAGE NAIC #

COMMERCIAL GENERAL LIABILITY
Y / N
N / A
(Mandatory in NH)

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

CERTIFICATE HOLDER CANCELLATION
© 1988-2015 ACORD CORPORATION. All rights reserved.ACORD 25 (2016/03)

CERTIFICATE OF LIABILITY INSURANCE

DATE (MM/DD/YYYY)
$
$
$
$
$The ACORD name and logo are registered marks of ACORD
11/16/2021
(559) 437-6648 (559) 437-6649
RH Community Builders LP
PO Box 9309
Fresno, CA 93791-9309
Certificate holder is named as additional insured as respects to General Liability per form issued by the carrier, subject to policy terms and conditions. * TBD - policies will be in force at close of escrow

MNEUFELD
[email protected]
DiBuduo & DeFendis Insurance Brokers, LLC
PO Box 5479
Fresno, CA 93755-5479
License # 0E02096 Monica Neufeld
TBD
TBD
A
B
X
X

X TBD TBD TBD
1,000,000
100,000
5,000
1,000,000
2,000,000
2,000,000
X
X 0

TBD TBD TBD
5,000,000
5,000,000
Oregon Mutual 14907
C X
CMO5010920864 2/20/2021 2/20/202 2
1,000,000
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Experience & Qualifications of Personnel

The leadership team at RH Community Builders (RHCB) combines a unique skillset of development and program operations well-suited for projects such as The Majestic. RHCB is committed to serving our community and bringing high quality individuals onto our team. Staff retention is a critical component of our growth and success and we work diligently to provide a competitive, supportive environment for employees to thrive. Our Program Managers ensure that project personnel receive ongoing training, job shadowing, and growth opportunities. This strategy alleviates personnel vacuums so that projects run efficiently at all times.

The project team is committed to the project and available to respond to questions and provide support both during and after work hours. Team members include:

Wayne Rutledge
CEO
Mr. Rutledge will lead the team through the pre-development phase including site identification and acquisition. He will oversee seller negotiations, execute contracts, and fiscal aspects of the project.

Brad Hardie
President

Mr. Hardie will work with the Architect, Engineer, and General Contractor from design concept, budget development, and construction completion.

Machael Smith
Community Development
Director

Ms. Smith will manage the purchase, contracting, funding, and compliance aspects of the project from conception through receipt of the final funding for the project.

Julian Estrada
Project Coordinator

Mr. Estrada will provide project support in areas such as scheduling, third party vendors, procurement, and serving as the liaison with the general contractor’s staff.

Katie Wilbur
Executive Director
Ms. Wilbur and the operations team, will assume control of the project upon construction completion. Ms. Wilbur will oversee all aspects of operations, supportive services, compliance, and administration of the project.

RHCB does not intend to subcontract any portion of the proposed development or services requested under this RFP. As a developer, RHCB will enter into contracts for the design and construction of the project.

City of Visalia, RFP No. 21-22-28
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Wayne Rutledge
352 W. Bedford Ave #110 Fresno, CA 93711
(559)213-7373
[email protected]

ELEVATE COMMUNITY SERVICES - FRESNO, CA
Chief Executive Officer

● Provide executive leadership to limited partnership conducting social services and development
● Oversee development and new business procurement
● Support team in unit acquisition
● Manage corporate financial performance
● Oversee property management services for more than 750 units

2021-Present

RH COMMUNITY BUILDERS- FRESNO, CA
Chief Executive Officer

● Provide executive leadership to limited partnership conducting social services and development
● Oversee development and new business procurement
● Support team in unit acquisition
● Manage corporate financial performance
● Oversee property management services for more than 750 units

2019-Present

UNCLE HARRY’S NEW YORK BAGELRY- FRESNO, CA
Owner

● Own and operate four restaurants
● Grew business from 5 employees to more than 70 employees ● 2019 recipient of Fresno Bee’s People’s Choice Award: Food and Drink

1995-Present

COMMUNITY INVOLVEMENT

● General Plan Development Committee Member
● City of Fresno Rental Inspection Task Force Member
● City of Fresno Code Enforcement Task Force- Operation “No More Boards” ● Donated funding to operated 77 bed winter warning shelter in 2019-2020

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Brad Hardie
331 West Shields Ave Fresno, CA 93705
(559) 433-7613
[email protected]

ELEVATE COMMUNITY SERVICES - FRESNO, CA
President

● Executive management of limited partnership providing social services and development in the Central Valley
● Pursue development of new programs and operations
● Oversee financial operations and budget management
● Support housing teams in fair housing compliance, unit acquisitions, and daily property management operations

2021-Present

RH COMMUNITY BUILDERS-FRESNO, CA
President

● Executive management of limited partnership providing social services and development in the Central Valley
● Pursue development of new programs and operations
● Oversee financial operations and budget management
● Support housing teams in fair housing compliance, unit acquisitions, and daily property management operations

2019-Present

REGENCY PROPERTY MANAGEMENT - FRESNO, CA
Owner and President

● Grew company from 3 employees managing 80 single family homes to 100+ employees managing 7,700+ units and 30+ Home Owner Associations ● Management of 20+ 100-unit Apartment Complexes
● Management of 1,000+ Section 8, Tax Credit, HUD, and low-income Units

2004-Present

RP CONSTRUCTION - FRESNO, CA
President

● Leading construction and maintenance firm for multiple property management companies in the Fresno area.
● Reputation for high quality, affordable maintenance and repair 2011-Present

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COMMUNITY INVOLVEMENT

● City of Fresno Planning Commissioner
● Fresno Chafee Zoo & Storyland Board Member
● Lowell-Yokomi Landlord Association Founding Member
● Lowell Community Development Corporation
● City of Fresno Rental Inspection Task Force Member
● City of Fresno Code Enforcement Task Force- Operation “No More Boards” ● Donated funding to operated 77 bed winter warning shelter in 2019-2020

Professional Affiliations & Notable Recognition

Forbes Magazine 30 under 30: Real Estate | 2016 Small Business Date Honoree | 2016, 2017, 2018 Fresno Business Journal Top Management Company | California Apartment Association | Apartment Owners Association | National Association of Residential Property Managers | California Association of REALTORS | California Association of Community Managers National Association of REALTORS | Fresno Association of REALTORS | Real Estate License | Board Member of WA Funding, Inc.

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Kathryn Wilbur, LCSW 74612
2550 W. Clinton Ave #142 Fresno, CA 93705
(585) 314-3914
[email protected]

EDUCATION

CAPELLA UNIVERSITY
Master of Business Administration

January 2021

UNIVERSITY OF SOUTHERN CALIFORNIA
Master of Social Work
Concentration: Community, Organization, Planning, and Administration

May 2014

CALIFORNIA STATE UNIVERSITY, FRESNO
Bachelor of Art in Social Work
Magna Cum Laude, Phi Kappa Phi Honor Society

May 2013

TRAINING/CERTIFICATIONS
Licensed Clinical Social Worker – LCSW 74612
Motivational Interviewing
TF-CBT
Pro-ACT Trainer

2016
2014
2015
2019

ELEVATE COMMUNITY SERVICES
Executive Director
● Pursue development opportunity in affordable housing and homeless services
● Create and manage budgets for operations and new program development ● Develop new business opportunities with County and State entities. ● Actively participate in community groups including FM-CoC and City of Fresno HCDC

2021- Present

RH COMMUNITY BUILDERS
Executive Director
● Manage daily operations of 100-person organization providing a variety of homeless and housing services in the Fresno area.
● Create and manage budgets for operations and new program development ● Develop new business opportunities with County and State entities. ● Actively participate in community groups including FM-CoC and City of Fresno HCDC

September 2019-
Present

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MENTAL HEALTH SYSTEMS, INC.

Vice President – Clinical Services, Central Valley Region ● Responsible for the oversight of MHS programs in the Central Valley and Northern California Region of California, including review of staff management, leadership and supervision, financial matters, administrative activities, record keeping, safety, and compliance with County and other funder’s contract requirements.
● Build and maintain relationships with multiple Counties and funders. ● Develop new business by serving as a subject matter expert on contract proposals, including four successfully awarded proposals in fiscal year 18-

19. ● Overall responsibility for program operation, staffing and successful achievement of contracted outcome/performance measures. ● Implements and monitors approved policies and procedures, ensure the highest quality of services and contract compliance.
● Ensures adherence to program budget and reviews monthly operating statements to ensure program integrity.

March 2018-
August 2019

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Machael Smith
2550 W. Clinton Ave #142 Fresno, CA 93705
(559) 515-3467
[email protected]

RH COMMUNITY BUILDERS- FRESNO, CA
Community Development Director

● Oversee development and new business procurement
● Grant management
● Serve as community liaison
● Compliance oversight

2021-Present

KINGS/TULARE HOMELESS ALLIANCE- VISALIA, CA
Executive Director

● Responsible for agency leadership and strategic vision ● Managed a portfolio of over 40 active grants
● Established organizational and regional priorities
● Worked with funders and jurisdictional leaders on strategic initiatives ● Oversaw all financial activities

2007-2021

WOODSIDE HOMES - FRESNO, CA
Escrow Manager/Broker

● Closely involved with the establishment of the Fresno Division ● Rolled out 9 new communities in a 12-month period
● Recruited, hired, trained the sales team
● Served as broker on all sales transactions
● Responsible for achieving sales/closing goals, including 350 closings in 2006
● Managed sales and marketing budgets

2005-2007

MCCAFFREY GROUP - FRESNO, CA
Vice President of Sales

● Developed and executed marketing strategies
● Reviewed and audited sales transactions
● Implemented web-based software for sales division
● Developed policies and procedures for sales, construction, customer service

2002-2005
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RHCB has a robust project portfolio including:

Project: The Hacienda Status: Completed
Funding: Private
Description: The Hacienda, is a master leasing model with local service providers. In just under 12 months, more than 133,000 square feet, comprising more than 250 rooms underwent extensive renovations and rehabilitation. The property is now home to a full continuum of services including low-barrier shelter, rapid re-housing, permanent supportive housing, residential substance abuse and outpatient substance abuse treatment.

Project: Sequoia Village PH I Status: Completed
Funding: Homekey, Philanthropic, ESG-CV
Description: Fire, life, safety renovations w/in 90 days for a 50-unit non-congregate shelter.

Project: Crossroads Village PH I Status: Completed
Funding: Homekey, Philanthropic, ARPA
Description: Fire, life, safety renovations w/in 90 days for a 165-unit permanent housing project.

Project: Sequoia Village PH II Status: Construction underway Funding: HHAP, CDBG, HOME
Description: Phase II construction includes a full renovation to 50 studio apartments.

Project: Crossroads Village PH II Status: Construction scheduled for Jan 2023 Funding: NPLH, HHC (pending), Accelerator (pending)
Description: Phase II construction includes a full renovation to 143 1, 2, and 3-bedroom apartments.

Project: The Dakota Status: Financing underway
Funding: CDBG, IIG, VHHP (pending)
Description: Site demolition and new construction of 99 units designated for seniors and veterans. Ground level will serve as a community center or other public use.

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Project: Madson Gardens Status: Construction scheduled for summer 2022
Funding: Homekey, ARPA, HHAP
Description: A 56-unit motel conversion to studio apartments.

Project: TwelveThirteen Status: Construction scheduled for summer 2022
Funding: Homekey, ARPA, HOME, Philanthropic
Description: A 96-unit motel conversion to studio apartments. Phase I will be fire, life, safety improvements for entire project. 68 units will undergo full renovation, remaining units will be rehabbed to meet housing quality standards.

The RH Community Builders Executive Management Team currently oversees the operations and services of the following projects:

Program: The Hacienda Date: 2019-Present
Agency: Multiple
Description: The Hacienda is a full continuum of care options for individuals and households in the Fresno Community. The Hacienda offers a variety of services including residential and outpatient substance abuse treatment, low-barrier shelter, bridge house, rapid re- housing, permanent supportive housing, outpatient mental health services, and an onsite pharmacy.

Program: Landlord Engagement &
Mitigation
Date: 2019-Present
Agency: Fresno County Department of Social Services
Description: Landlord Engagement & Mitigation provides services to the most difficult to house clients. Clients who are searching for housing in the CES system are referred to the program and matched with landlords that have committed to working with the program. The program engages landlords who typically do not rent to tenants with troubled rental history and offers a mitigation fund guarantee for agreeing to rent to referred clients. The program provides case management services to clients once they are in housing to assist the clients with learning how to be good tenants and maintain their housing stability once in housing.

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Program: COVID Emergency Shelter Date: March 2020-Present Agency: Fresno County Department of Social Services
Description: RH Community Builders provided 285 emergency shelter beds to homeless individuals and families during the COVID pandemic. The program opened within 5 days of the pandemic beginning. The program provides for all basic needs of the clients including 3 meals per day, housing navigation services to all clients. The programs operate within low-barrier standards and a Housing First model. With the opening of additional resources in the community, the shelter has reduced to 65 beds focused on shared housing exits.

Program: Sequoia Case Management Date: 2020-Present
Agency: Tulare County Health and Human Services
Description: RH Community Builders provides onsite case management to 50 individuals and families living at the Sequoia Village Apartments. Services include stability development focused on increasing income, collecting needed documents, linkage to mental health or substance abuse treatment, and education on remaining housed.

Program: The Flats Date: July 2020-Present
Agency: Fresno County Department of Social Services
Description: The Flats is a motel service that exclusively provides stays for individuals and families eligible for the Homeless Assistance Unit motel vouchers. Clients receive their 16 nights of annual motel stay at a safe, clean location, The Flats. While at The Flats, clients are able to receive housing navigation services in addition to traditional motel amenities such as breakfast and housekeeping.

Program: Fresno New Starts Date: July 2020-Present
Agency: Fresno County Department of Behavioral Health
Description: Fresno New Starts is a master leasing program for 68 individual or family units who are living with serious mental illness and are homeless or at risk of homelessness. The program provides full-service property management including unit identification, unit maintenance, rent collection, and 24/7 emergency response. The program also provides supportive services focused on housing stability and assistance in permanent housing location for clients who receive vouchers such as Section 8 Housing Choice Vouchers.

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Program: The Lodge Date: July 2020-Present
Agency: Fresno County Department of Behavioral Health
Description: A MHSA innovation program focused on engaging homeless, disengaged individuals.

The Lodge, which is driven by peer support specialists, engages individuals through a Housing First model to link clients to a long-term treatment program for mental health or substance abuse disorders. The Lodge provides 45 day stays for up to 30 individuals with services that include mental health assessments, group and individual therapy, case management, and collateral support to families.

Program: Crossroads Rapid
Rehousing
Date: 2020-Present
Agency: Fresno County Department of Social Services
Description: The program provides site-based rapid rehousing for 123 individuals and family units.

The program is limited to 12 months of financial support and provides intensive case management services from the time of entry into the program to assist clients with preparing for exit and unsubsidized permanent stability.

Program: Crossroads Village
Apartments
Date: 2020-Present
Agency: Private
Description: RH Community Builders provides full-service property management for the 165-unit Crossroads Village Apartment Complex located in Fresno, CA. All units are leased to tenants who are at risk of homelessness or exiting homelessness. Services include compliance monitoring of tenant’s eligibility, leasing, rent collection, 24/7 maintenance needs, and facilitation of community wide activities.

Program: Sequoia Village Apartments Date: 2020-Present
Agency: Private
Description: RH Community Builders provides full-service property management for the 50-unit Sequoia Village Apartment Complex located in Visalia, CA. All units are leased to tenants who are at risk of homelessness or exiting homelessness. Services include compliance monitoring of tenant’s eligibility, leasing, rent collection, and 24/7 maintenance needs.

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Program: The Sands Triage Center Date: March 2021-September 2021 Agency: The City of Fresno
Description: The Sands Triage Center was a low-barrier shelter providing shelter and navigation services to 80 individuals. The Sands Triage Center is specifically targeted at individuals and encamped on the highways around The City of Fresno. STC provides meals, navigation, laundry, and linkage to additional services. The program operated within low-barrier standards and a Housing First model. The program was intended to meet a short-term community need while additional shelters were permanently created.

Program: ERAP Date: April 2021-Present
Agency: County of Fresno
Description: The Emergency Rental Assistance Program (ERAP) provides emergency rental assistance to households that have suffered a financial hardship due to COVID-19.

Eligible households may receive up to 12 months of assistance with an additional three months if it is determined the extra months are needed to ensure housing stability.

Letters of support for The Majestic include Tulare County Health and Human Services Agency, Kings/Tulare Homeless Alliance, Kaweah Delta Hospital, and Christ Lutheran Church are attached herein.

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April 19, 2022

Members of the City Council
City of Visalia
707 W. Acequia Avenue
Visalia, CA 93291

RE: RFP-21-22-28
Letter of Support for RH Community Builders

Dear Members of the Visalia City Council,

This letter is to signify the support of the Kings/Tulare Homeless Alliance (‘Alliance’) for RH Community Builders (‘RHCB’) and the Majestic (the ‘Project’) in the City of Visalia. The Project is well-suited to meet the housing needs of people experiencing homelessness in Visalia and we are excited to partner in its development and operation.

The mission of the Alliance is to coordinate and leverage resources to address homelessness in Kings and Tulare counties. As part of that effort, we run the local coordinated entry system to assess and prioritize the needs of those experiencing homelessness. We have partnered with RHCB on their interim housing project, Sequoia Village. Phase I of Sequoia Village provided low-barrier shelter for people experiencing homelessness during the COVID-19 pandemic and, now in Phase II, is undergoing a full conversion to 50 permanent housing units. RHCB has a proven record of developing high-quality housing opportunities for individuals experiencing homelessness and we desperately need additional permanent housing units in Visalia.

The Alliance fully supports RHCB’s application and its efforts to increase permanent housing units for people experiencing homelessness in the community. Should you wish to discuss, feel free to contact me at [email protected] or (559) 738-8733.

Sincerely,

Miguel Perez
Executive Director

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Project Approach

Affordable Rental Housing Development

The Majestic is located at 4545 W. Noble in Visalia and is comprised of 42 units, including a 2-bedroom, 2- bathroom manager’s unit. The property is ideally situated with convenient access to public transportation, grocery stores, and College of the Sequoias. Transit stops closest to the project include Noble, West of Chinowth (.2 mi), Mineral King & Chinowth (.4 mi), and Nobile & Linwood (.4 mi). The closest grocery store, Save Mart, is located within walking distance or a short bus ride from the project (.6 mi).

Figure 1. Transit Locations

Figure 2. Grocery Stores

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The Majestic property consists of a lobby with a connected manager’s unit, two 2-story buildings, a commercial space containing two restaurants, a swimming pool, and ample onsite parking. In 2017, The Majestic added iron railing on the second story buildings, updated electrical throughout, new HVACs in each unit, and resealed the parking lot.

The lobby will be converted into a community space and case management offices. Onsite services will include housing sustaining supports, life skills building, and tenant events to create a sense of community among residents.

Figure 3. Aerial Photo of Existing Property

Figure 4. Conceptual Design

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Figure 5. Conceptual Unit Design

Timeline

RH Community Builders (RHCB) has identified the following dates and milestones for the rehabilitation of The Majestic conversion to permanent supportive housing. Brad Hardie, RHCB president, will oversee the construction and development progress of the project. A construction and draw schedule will be included in the General Contractor’s AIA contract, along with a liquidated damages clause, to ensure that funds are spent in a timely manner and that the project is completed on time.

June 2022 – Site Control. A Purchase and Sale Agreement is made between RHCB and the owners of The Majestic.

July 2022 – Site Visit: Architect and General Contractor. The architect and general contractor revisited the site to develop a rehabilitation plan for the project.

October 2022 – Plans submitted to the City and sent out for bids.

November 2022 – Homekey Program Award Announcement.

December 2022 – Standard Agreement Issued. Per the HCD Homekey webpage, Standard Agreements will be issued after the Department’s receipt of required information and documentation.

December 2022 – RHCB acquires the property.

January 2023 - Rehabilitation commences. The developer will issue the General Contractor a notice to proceed to begin construction.

Q3 2023 – Coordination with CES. The Coordinated Entry System will be notified approximately 45 days prior to construction completion so that referrals can be sent to RHCB.

Q4 2023 – Rehabilitation Complete.

Potential unit layouts include a wardrobe closet,
tub/shower combo, galley kitchen, and built in table that also serves as an island.

Each unit will be fully rehabbed to meet Housing Quality Standards. Doors, flooring, cabinets, appliances will all be replaced. Windows and HVAC will be replaced as
needed. All units will have new paint, locks, and
furnishings.

At minimum furnishings will include a bed, nightstand,
and chair(s).

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Q4 2023 - Full Occupancy achieved. Because we are using the Coordinated Entry System, identified clients will be ready to occupy immediately upon completion of the project.

Project Operation

Project Specific Requirements

The Majestic is designated to serve households who have experienced homelessness or at risk of homelessness as defined in Part 578.3 of Title 24 of the Code of Federal Regulations.

Enterprise Income Verification (EIV)

This property will utilize the Existing Tenant Search Report available on the Enterprise Income Verification System (EIV) as part of the application/screening process prior to admission. This report will be utilized to determine if an applicant or any member of the applicant household (including minor children) are currently receiving HUD subsidy at another HUD Multifamily or Public or Indian Housing property. All applicants MUST disclose if they are currently receiving HUD housing assistance. The owner/agent will not knowingly assist applicants who will maintain a residence in addition to the HUD assisted unit or who attempt to receive HUD assistance in two separate residences.

Nothing prohibits a HUD housing assistance recipient from applying to this property. However, the applicant must move out of the current property and/or forfeit any voucher before HUD assistance on this property will begin. The report gives the owner/agent the ability to coordinate move-out and move-in dates with the property at the other location. Special consideration applies to minor children where both parents share custody.

Failure to terminate HUD assistance at the other property may result in the applicant paying a non-subsidized rent at our property until subsidy is terminated at the other property. If the applicant or any member of the applicant household fails to fully and accurately disclose rental history, the application may be denied based on the applicant's “misrepresentation” of information.

Income Limits

In order for an application to be eligible for occupancy, the applicant’s total family annual income must not exceed the applicable income limit, established yearly by HUD. Income limits are available at the management office or from HUD’s website at www.hududers.org.

Income limits are based on the median income for a metropolitan statistical area as follows:

Income Limit Median Income for Area
Low-income limit 80% of median income
Very low-come limit 50% of median income
Extremely low-income limit 30% of median income
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RH Community Builders is required to ensure that 100% of units are leased to households whose incomes are extremely low income.

Applicant Screening Criteria

All applicants will be screened in accordance with HUD regulations and management policies and procedures.

Such screening will entail the receipt and review of credit reports, landlord reports, criminal background reports (to the extent allowable under federal, state, or local laws), and the EIV Existing Tenant Search.

Applicant screening will consist of the following:

1) Credit reports - only as it relates to timely payments of rent and utilities and any history of evictions; fraud (credit activity for five years prior to date of application).

2) Landlord reports - history of disruptive behavior; poor housekeeping habits; late and/or missed rent payments; lease violations; violation of house rules (current and past two landlords).
3) Home Inspection, at their current location, may be conducted for all program applicants for determination of housekeeping standards.
4) Criminal Background Records - standards that prohibit admission are:
a) Normally any household containing a member(s) who was evicted in the last three years from federally assisted housing for drug-related criminal activity, unless: the evicted household member has successfully completed an approved, supervised drug rehabilitation program; or, the circumstances leading to the eviction no longer exists (member no longer resides with the applicant household).

b) A household in which any member is currently engaged in illegal use of drugs or for which the owner has reasonable cause to believe that a member’s illegal use or pattern of illegal use of a drug may interfere with the health, safety, and right to peaceful enjoyment of the property by other residents. However, the owner may consider and require evidence of whether a member currently or previously engaged in drug related activity is participating in or has successfully completed an approved, supervised drug rehabilitation program.

c) Any household member who is subject to a state sex offender lifetime registration requirement. This information will be verified by searching the Dru Sjodin National Sex Offender Database (www.nsopw.gov).

d) Any household member if there is reasonable cause to believe that member's behavior, from abuse or pattern of abuse of alcohol, may interfere with the health, safety, and right to peaceful enjoyment by other residents. The screening standards must be based on behavior, not the condition of alcoholism or alcohol abuse.

e) Any household member convicted of manufacture or production of methamphetamine on the premises of any federally assisted housing.

f) Convictions for the following felony crimes:

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i. for a period of one year from completion of sentencing: drug-related criminal activity;
ii. for a period of two years from the completion of sentencing: Aggravated Murder, Felonious Assault, Child Abuse, Abduction, Criminal Child Enticement, Gross Sexual Imposition, Unlawful Sexual Conduct with Minor, Domestic and Dating Violence, Murder, Aggravated Assault, Kidnapping, Rape, Sexual Battery, Aggravated Arson, Endangering children, and Stalking. However, applicants may address and present mitigating circumstances regarding criminal convictions prior to admissions decisions

Annual Recertification Requirements

To ensure that assisted tenants pay rents commensurate with their ability to pay, HUD requires the following:

1) Owners must conduct a recertification of family income and composition at least annually.

Owners must then recompute the tenants’ rents and assistance payments, if applicable, based on the information gathered.
2) Tenants must supply information requested by the owner or HUD for use in a regularly scheduled recertification of family income and composition in accordance with HUD requirements.
3) Tenants must sign consent forms and asset declaration forms

Annual recertifications must be completed by the tenant’s recertification date.

1) Initial Notice- will be provided at the time of lease signing and each annual recertification. 2) First Reminder- will be provided at least 120 days prior to recertification anniversary date 3) Second Reminder- will be provided if the tenant fails to respond within 30 days to the First Reminder and approximately 90 days prior to the recertification date. 4) Third Reminder- will be provided if the tenant fails to respond to the Second Reminder and no less than 60 days prior to the recertification date.

Interim Recertification Requirements

To ensure that assisted tenants pay rents commensurate with their ability to pay, tenants must supply information requested by the owner or HUD for use in an interim recertification of family income and composition in accordance with HUD requirements.

All tenants must notify the owner when:

1) A family member moves out of the unit;
2) The family proposes to move a new member into the unit; NOTE: At a minimum, owners must apply screening criteria for drug abuse and other criminal activity, *including State sex offender registration, and use of the EIV Existing Tenant Search to persons proposed to be City of Visalia, RFP No. 21-22-28
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added to the household, including live-in aides. The owner must make sure that the person also discloses and provides verification of his or her SSN. 3) An adult member of the family who was reported as unemployed on the most recent certification or recertification obtains employment; or 4) The family’s income cumulatively increases by $200 or more per month.

Tenants may request an interim recertification due to any changes occurring since the last recertification that may affect the TTP or tenant rent and assistance payment for the tenant. Changes a tenant may report include the following:

1) Decreases in income including, but not limited to, loss of employment, reduction in number of hours worked by an employed family member, and loss or reduction of welfare income; 2) Increases in allowances including, but not limited to, increased medical expenses, and higher child care costs; and
3) Other changes affecting the calculation of a family’s annual or adjusted income include, but *are* not limited to a family member turning 62 years old, becoming a full-time student or, becoming a person with a disability.

If the tenant complies with the interim reporting requirements, rent changes must be implemented as follows:
1) Rent increases. If the tenant’s rent increases because of an interim adjustment, the owner must give the tenant 30 days advance notice of the increase. The effective date of the increase will be the first of the month commencing after the end of the 30-day period. 2) Rent decreases. If the tenant’s rent will decrease, the change in rent is effective on the first day of the month after the date of action that caused the interim certification, *e.g., first of the month after the date of loss of employment.
* A 30-day notice is not required for rent decreases.

Supportive Services

RHCB will support tenants with long-term housing stability by providing onsite client-centered Tenancy and Sustaining Services as well as Enhanced Care Management.

Tenancy and Sustaining Services include:

▪ Providing early identification and intervention for behaviors that may jeopardize housing, such as late rental payment, hoarding, substance use, and other lease violations. ▪ Education and training on the role, rights and responsibilities of the tenant and landlord. ▪ Coaching on developing and maintaining key relationships with landlords/property managers with a goal of fostering successful tenancy.
▪ Coordination with the landlord and case management provider to address identified issues that could impact housing stability.
▪ Assistance in resolving disputes with landlords and/or neighbors to reduce risk of eviction or other adverse action including developing a repayment plan or identifying funding in situations in which the client owes back rent or payment for damage to the unit.

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▪ Advocacy and linkage with community resources to prevent eviction when housing is or may potentially become jeopardized.
▪ Assisting with benefits advocacy, including assistance with obtaining identification and documentation for SSI eligibility and supporting the SSI application process. Such service can be subcontracted out to retain needed specialized skillset. ▪ Assistance with the annual housing recertification process. ▪ Coordinating with the tenant to review, update and modify their housing support and crisis plan on a regular basis to reflect current needs and address existing or recurring housing retention barriers. ▪ Continuing assistance with lease compliance, including ongoing support with activities related to household management.
▪ Health and safety visits, including unit habitability inspections. ▪ Other prevention and early intervention services identified in the crisis plan that are activated when housing is jeopardized (e.g., assisting with reasonable accommodation requests that were not initially required upon move-in).
▪ Providing independent living and life skills including assistance with and training on budgeting, including financial literacy and connection to community resources.

Enhanced Care Management (ECM) will address the clinical and non-clinical needs of high-need, high-cost eligible tenants through systematic coordination of services and comprehensive care management. ECM offers comprehensive, “whole person” care management with the overarching goals of:

▪ Improving care coordination; Integrating services;
▪ Facilitating community resources;
▪ Improving health outcomes; and
▪ Decreasing inappropriate utilization and duplication of services.

Program Goals

RH Community Builders proposes the following outcomes for The Majestic permanent supportive housing program:

Goal Program Outcome Targets
Housing
Stability
85% of persons will remain in the permanent housing project as of the end of the operating year or will exit to other permanent housing

Increased
Income
90% of persons age 18 and older will maintain or increase their total income (from all sources) as of the end of the operating year or program exit.

Community
Engagement
80% of clients will participate in skill building workshops and/or onsite community events.

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Compliance

During the development phase of the project, RH Community Builders (RHCB) will leverage its team of experts to ensure compliance with HOME ARP, SAH regulations, and RFP requirements. RHCB’s internal team has over two decades of experience in government funding and grants compliance. Additionally, the RHCB development team engages with a variety of consultants for specialized compliance areas such as legal, relocation, labor, ADA, and NEPA. RHCB’s fiscal team follows Generally Accepted Accounting Principles (GAAP) for all financial activities and 2 CFR 200 for grants and contracts requiring such.

Once the project is operational, RHCB uses its comprehensive Compliance Plan that includes the monitoring and oversight of all records, data, and outcomes. RHCB has extensive experience with maintaining records and data including complex management of tax credit and HUD compliance. All RHCB charts are monitored on a regular basis. Client files are reviewed at 30 days from intake, 6 months, 9 months, 12 months, and at exit. New staff are thoroughly trained in data collection to ensure that all collected data is valid and of high quality. The Property Manager will ensure that the high volume of data, records, and information is well tracked, accurately maintained, and provided to requesting parties in a timely fashion.

Additionally, RHCB collects HMIS data at the time of intake and discharge. All HMIS data is entered into the online database within 72 hours of occurrence. Monthly HMIS data reports are completed by the Housing Director and reviewed for accuracy by the Executive Director.

Leveraging

RH Community Builders will leverage a variety of funding sources, both cash and in-kind, for The Majestic project. Development sources for the project will include those available under this RFP and Homekey, round three. Supportive services will be funded through our California Advancing and Innovating Medi-Cal (Cal AIM) contract. Tulare County HHSA will provide entitlement benefit assistance and behavioral health services. Operational support will be leveraged through Mainstream Voucher Program (MVP) and Emergency Housing Voucher (EHV) referrals from the Kings/Tulare Homeless Alliance.

Barriers, Exclusions

Not applicable. RH Community Builders (RHCB) does not anticipate any exclusions to program participation.

Additionally, RHCB does not identify any barriers that would be significant enough to cause the program to not reach the intended outcomes. The leadership team of RHCB has extensive experience navigating the implementation of new programs and ensuring that unforeseen barriers do not impact the overall operation or outcomes of the program.

Program Administrative vs. Activity Delivery

RH Community Builders understands Program Administrative Costs versus Activity Delivery Costs. All costs associated with this funding will be Activity Delivery Costs and directly related to completing eligible activities.

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Proposed Location

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Exceptions

RH Community Builders does not have any exceptions to the requirements of the RFP.

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Additional Information

RH Community Builders (RHCB) combines a rich history of real estate and affordable housing development, social services operations, and specialty property management. The RHCB team has a proven track record of successful business operations. The leadership team of Wayne Rutledge and Brad Hardie is a known successful combination in the Central Valley.

Mr. Rutledge has more than 25 years of experience in business management, has successfully opened and grown Uncle Harry’s Bagelry from 1 shop to 5 shops, won multiple business awards, and is known to be an excellent company to work for. In addition to his successful business ventures, Mr. Rutledge brings a wealth of experience in leadership and management. Wayne’s ability to bring his vision to reality while valuing employees and making sure that customers are successful is what sets him apart.

Mr. Hardie started in the property management business and grew Regency Property Management from a small company managing less than 100 properties to a company that now manages more than 8,000 doors in the Central Valley. Regency Property Management is known to be the largest and best quality affordable housing property management in the Fresno Region, which is due to Mr. Hardie’s passion for ensuring that all community members have an affordable and quality place to call home.

Their passions, experience, and motivations combined led to the development of The Hacienda. Located in Central Fresno, The Hacienda, which was one a dilapidated community eye sore, is now a central hub for community resources. The Hacienda is fully occupied and provides a full continuum of service options including residential substance abuse treatment, outpatient substance abuse treatment, outpatient mental health services, low-barrier shelter, bridge housing, site based rapid rehousing, permanent supportive housing, sober living, and an onsite pharmacy.

Sequoia Village in Visalia and Crossroads Village in Fresno are additional examples of the work of Mr. Hardie and Mr. Rutledge. Sequoia Village, formerly known and Sequoia Lodge was a known hotspot for criminal activity including prostitution. Within 45 days of acquisition, the former motel was renovated and operational as a low-barrier shelter serving the Visalia community. Crossroads Village, completed on a similar timeline, turned 200 under-utilized and poor condition motel rooms into 165 units of permanent housing. These Homekey projects have improved the resources available to the community and have made a positive impact on the community around them.

The leadership, passion, and experience of the leadership team is unparalleled and will ensure that The Majestic project not only fulfills the community’s need and vision but exceeds all expectations.

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Forms

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Section E Information

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Estimated Funding Requirement

RH Community Builders (RHCB) will submit reimbursement requests on a monthly basis. Requests will include an invoice, OSS, and all supporting back-up such as invoices, receipts, and functional timesheets. All financial and program documentation is retained for a minimum five-year period after final payments have been issued by the funder. All documentation and client files are available for audit upon request.

RHCB has record retention policies that provide for the systematic review, retention and destruction of records. These policies cover all records, regardless of physical form, contain guidelines on how long certain records should be kept and how records should be destroyed. RHCB’s record retention policies are designed to ensure compliance with federal and state laws and regulations. Policies include the delineation between permanent files, financial records, and correspondence with each category having a specific retention period.

RH Community Builders’ Cost Allocation Plan is based on the Direct Allocation method described in OMB Circular A-122. The Direct Allocation Method treats all costs as direct costs except general administration and general expenses. Only costs that are allowable, in accordance with cost principles, will be allocated to benefiting programs. Personnel costs associated with project delivery will be substantiated by functional timesheets detailing the time spent on eligible activities within a specific project.

Conflict of Interest

RH Community Builders does not have any conflicts of interest with the City of Visalia or any member of City staff that may have an impact on the outcome of the project.

The project is in the predevelopment stage and does not have any clients who may have a financial interest in the outcome of the project.

RH Community Builders does not have any financial, business, or other relationship with the City or any member of the City staff that may have an impact on the outcome of the project.

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