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HomeMy WebLinkAboutC14-270 Colorado Division of Housing Grant ApplicationVersion 8-12
Page 1 of 28
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Application for: Loan/Grant Assistance
Private Activity Bonds for rental projects
'
Project Based Rental Assistance (with RFA only)
AMOUNT REQUESTED:
$ Loan 464,579 Grant $ PAB Volume Cap
z
Organization Name and Address:
Sub -grantee Name and Address,
Eagle County Government
if applicable:
PO Box 850 / 500 Broadway
Garfield County Housing Authority
Eagle, CO 81631
1430 Railroad Ave.
Rifle CO 81650
hief Elected Official, Executive Director, or President:
Applicant Federal Tax ID #: 846000762
ame: Eagle County Board of Commissioners
[Address
DUNS #: 084024447
itle:
To register: https://www.bpn.gov/ccr/default aspx
(if different from above): same as above
Phone M 970-328-8604
a
Fax #:
Email: eagleadmin@eaglecounty.us
X
Municipality/County/Consortia
Designated Contact Person for Application:
Nonprofit
Name: Tori Franks
CHDO (Community Housing Development
Title: Housing Department
Organization)
Address (if different from above): same as above
CBDO (Community Based Development
Phone M 970-328-8775
Organization)
Fax M
Public Housing Authority
Email: tori.franks@eaglecounty.us
Private For -Profit Developer
Project Name: Garfield County CDOH DPA Program
00
Project Location:
Street Address: Prosect to be administered from GCHA offices 1430 Railroad Ave
City Rifle County Garfield Zip 81650 # Acres
'"Attach Legal Description.
House District: 57 Senate District: 8 (refer to www.votesmart.org )
Version 8-12
Page 1 of 28
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Rental New Construction
X Homeownership Pre -Development
Rental Assistance ___f_�CHDO Operating
Group Home or Shelter X Down Payment Program
Other (Specify) Acquisition
Rehabilitation
Tenant -Based Rental Assistance
Project -Based Rental Assistance
Other (Specify)
DESCRIPTION (100 words or less):
Eagle County is requesting grant funds in the amount of $54,579 on behalf of the Garfield
County Housing Authority. $47,579 of the funds will be used for Down Payment
Assistance loans (DPA) for families who make less than 80% of the Area Median Income.
These DPA loans will be made available to families within the Roaring Fork Valley
(Garfield, Pitkin, Gunnison and Southwestern Eagle Counties.) The remaining $7,000 will
be used to cover some of the administration of the program.
These funds were previously held by Mountain Regional Housing Corporation (MRHC) and
were returned to the State when MRHC went out of business. GCHA worked closely with
MRHC and share the same jurisdiction. Currently, there is a tremendous need for DPA
funds within the communities GCHA serves. Low interest rates on mortgages combined
with a large inventory of homes for sale, have created an affordable buyer's market.
Based GCHA's DPA guidelines a grant of $47,579 would equate to 6-8 DPA loans.
SITE CONTROL STATUS: OWNED UNDER_ LEASED
(choose one and attach CONTRACT Term:
documentation) Expiration Date:
AND SITE PLAN STATUS:
Site is presently zoned (fill in zoning type and attach documentation):
Is the present zoning conforming? Yes No
If nonconforming, when will zoning change or PUD be granted? (provide target date)
the site plan for your project approved? Yes No
not, when will site plan be approved? (provide target date)
Version 5-12 Page 2 of 26
Is the present zoning conforming? Yes No
If nonconforming, when will zoning change or PUD be granted? (provide target date)
Is the site plan for your project approved? Yes No
If not, when will site plan be approved? (provide target date)
SERVICES TO SITE: Are utilities and infrastructure in place to service site?
Street access? Yes ❑ No ❑ If no, expected completion date
Gas? Yes ❑ No ❑ If no, expected completion date
Electric? Yes ❑ No ❑ If no, expected completion date
Water? Yes ❑ No ❑ If no, expected completion date
Sanitary sewer? Yes ❑ No ❑ If no, expected completion date
Storm sewer? Yes ❑ No ❑ If no, expected completion date
COMMUNITY SUPPORT: Describe efforts made to build local support for this specific project
and the results of those efforts.
Garfield County Housing Authority (GCHA) has successfully marketed our existing DPA loan
products to the Banks and Lending agencies within our service area. We have recently had
several banks inquire as to when additional DPA funds will be available.
GCHA has an active working relationship with lenders and realtors within our service area.
**Attach a Consolidated Plan Consistency Letter from your local government (if it administers
HOME or CDBG funds).
**Attach letters of commitment for funds or services from local sources & any letters of support.
LOWERING THE COST OF AFFORDABLE HOUSING: What speck steps has the local
government taken to lower the cost of affordable housing and/or otherwise help the project? (Le.
deferral of water tap fees, local funding, etc.)
APPLICATIONS FOR PRIVATE ACTIVITY BONDS
Rental Projects complete the following:.
BOND ISSUANCE: Expected bond issuance date
EXPERIENCE:
Has the governmental issuer and/or the private party utilized PABs in the past? Yes ❑ No ❑
If yes, identify financings by issuer, date, purpose, amount issued and maturity schedule for the past two years.
Issuer Date Purpose Amount Issued Maturity Schedule
Version 8-12 Page 3 of 26
Version 8-12 Page 4 of 26
CREDIT ENHANCEMENT: Has the project received a preliminary commitment for credit
enhancement? Yes ❑ No ❑
If yes, attach copies of all other funding commitment letters and any conditions.
If no, when is the preliminary commitment anticipated? Please submit when received.
APPLICATIONS FOR PROJECT BASED VOUCHERS
Census Tract Number: Poverty Rate of Census Tract: %
Total Proposed DOH PBV units: Other PBV units: Non-PSV units:
Written Commitment for Other Agency PBV Units: Yes ❑ No ❑
TOTAL UNITS:
PBV units serve special needs population? Yes ❑ No ❑ Population Served
Version 8-12 Page 4 of 26
NARRATIVE
Eagle County is requesting CDBG grant funds in the amount of $54,579 on behalf of the Garfield
County Housing Authority. $47,579 of the funds will be used for Down Payment Assistance loans
(DPA) for families who make less than 80% of the Area Median Income. Based GCHA's DPA
guidelines a grant of $47,579 would equate to 6-8 DPA loans. These DPA loans will be made
available to families within the Roaring Fork Valley (Garfield, Pitkin, Gunnison and Southwestern
Eagle Counties.) The remaining $7,000 will be used to cover some of the administration of the
program.
These funds were previously held by Mountain Regional Housing Corporation (MRHC) and were
returned to the State when MRHC went out of business. GCHA worked closely with MRHC and share
the same jurisdiction
GCHA currently administers two other DPA programs that serve the needs of families making up to
150% of AMI. In 2010 GCHA applied for and received a grant from the Colorado Realtors
Association (CARHOF) of $25,000. GHCA was able to match the CARHOF grant and lend out
$50,000 in DPA loans. Currently GHCA has 9 outstanding loans in its portfolio.
In 2012 GCHA took over the administration of MRHC DPA program and portfolio. GCHA has a staff
of 7 and the capacity to administer the DPA program. Additionally, GCHA will continue to use
Funding Partners, as the programs' loan servicer. Currently, there is a tremendous need for DPA
funds within the GCHA as there is no other active DPA program in the area. Low interest rates on
mortgages combined with a large inventory of homes for sale, have created an affordable buyer's
market.
Because CDBG funds must be released directly to a government, Eagle County has agreed to act as
the financial pass-through entity for GCHA CDOH DPA program to get these much need DPA dollars
into the communities served by GCHA.
Version 5-12
Page 5 of 26
PROJECT PROFORMA
Replace this page with the DOH Project Proforma Excel Spreadsheet that can be found on the DOH
website hl#:Z/dola.colorado.gov/doh-aDpucation. In addition to the submitted paper copy, send the
proforma electronically to your Regional DOH Development Specialist.
• If applicable, submit the completed Colorado Housing and Finance Authority's (CHFA) Tax Credit
Application. Please note any variances from tax credit application must be explained. (Electronic
submission is preferred).
• For CHDO operating funds, please attach the operating budget and other documents requested
on the website: htta://www.colorado.gov/cs/Satellite?c=Paae&childpaQename=DOLA-
Main%2 FC BO NLayout&cid=1251596560269&pagename=CBONWrapper.
• For Single-family Owner -occupied Housing Rehabilitation and Down Payment Assistance
Programs, complete the DOH Program Spreadsheet at http://dola.colorado.gov/doh-application.
Version &12 Page 6 of 26
HOUSING PROGRAMS SPREADSHEET
Ask -
Program Name: Down Payment Assistance
Date: 6/27/2013
frousirlo Applicant: Garfield Co Housing Authority
16 Spreadsheet Version: 1
Down Payment Assistance Program Assessment Chart
7x r aria s
Program pata
Pirogram Portfolio Information
Current # of loans In Portfolio
39
Average # of Loans / Year
4
Average Loan Amount
7,000
Percent & $ Value of Current Deferred Loans
0
Current Value of Loan Portfolio
$289,000
Current Amount of Program/Misc. Income On -Hand
0
Projected Annual Program/Miscellaneous Income
N/A
Total # of Loans Since Program Inception
39
Percent Program Costs Covered by Program/Misc. Income
none
# of New Loans
7
# of New Loans From Program/Miscellaneous Income
0
# of New Loans From CDOH Grant
7
Loan Information
Home Buyer Equity
Maximum CDOH Loan Amount
10,000
Loan Term
15 ears
Loan Rates
shared a predation
Market Information
Qualifying Household Income
under 80% AMI
# of Affordable Homes for Sale
212
Maximum Purchase Price of Homes In Program
250,000
Average Price of Homes for Sale in Market
271,458
Number of ARplicants on Waiting List
3
Population / % Completed Projects)
Other Criteria
Energy -Efficiency
Indicate Standard
Administrative Costs / New Loan
1,000
CDOH Funding Eligibility
CDBG
Action Pian Priority
medium
Minimum Application Criteria
yes
Housing Needs Assessment Supports Project
no
Please see application Instructions for DOH ranges.
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REGULATORY INFORMATION
Please answer the following questions to the best of your ability, so DOH may provide technical assistance on
compliance with applicable federal regulations. For more information, contact your regional Housing
Development Specialist.
Relocation and 1 -for -1 Replacement
Will the proposed project activity directly cause any demolition or conversion of any
Yes ❑
If yes, attach
existing residential or commercial units resulting in permanent, temporary or economic
General Notice
displacement of existing tenants?
Na
and Rent Ra(I
See HUD Handbook 1378, 24 CFR 92.354 & DOLA CDBG Guidebook Sec V11
htto:llwww.hud.aovloff&W-cWibrarvhelocatbmbollcyandouldenoelhandbook1378 cfm
If yes, are the displaced households considered low-income?
Yes ❑
If yes, attach Residential Anti -displacement and Relocation Assistance Plan (Att. D)
No ❑
describing the steps taken to minimize displacement, including what assistancelbenefits will be
provided to displaced households and what plans have been developed to replace the units and
ensure that they stay at or below Fair Market Rent for 10 years.
Davis- Bacon Wages
Does the project include Davis -Bacon wages? (see Att. F)
Yes ❑
See HUD Guidebook 1344 & DOLA CDBG Guidebook Sec Vlll
No ❑
Environmental Review
Have you started the Environmental Release of Funds (ROF) Process?
Yes ❑
See 24 CFR Parts 58 & DOLA CDBG Guidebook Sec IV &
http:lldote.cotorado.00vladh/develo,a rs/do21L s/TA on ROF 22610-D&No
❑
Will the project be undertaken in flood hazard areas?
Yes ❑
If yes, attach a
For questions: Thuy Patton, Colorado Water Conservation Board, 303-866-3441 x 3230
description of
All applicants must attach a flood plain map.
No ❑
your mitigation
plans
Will the project be near a geological hazard area, or affect historical, archeological or
Yes ❑
If yes, attach a
cultural resources?
description of
For questions: Pat Rodgers, Colorado Geological Survey, (303) 866-2611, Dan Corson,
No ❑
your mitigation
State Historical Society, (303) 866-2673
plans
Will the project be located within 1,000 feet of a major highway, 3,000 feet of a railroad,
Yes ❑
If yes, attach a
15 miles of a commercial airport or near military airfields or some other major noise
description of
source?
No ❑
your mitigation
plans
Will the project be located within one -mile of aboveground storage tanks, transmission
Yes ❑
If yes, attach a
pipelines or loading facilities for explosive or fire -prone substances?
description of
No ❑
your mitigation
plans
Version 8-12 Page 7 or 26
Lead -Based Paint
If the property was built before 1978, is it exempt from lead-based paint abatement?
Yes ❑
Attach record
htW://edocket.access ono gov/cfr 2003Lgarotr/pdf/24cfr35115 odf
Indicating year
List reason
No ❑
of construction
or proof of
exemption
If no, has the property been evaluated?
Yes ❑
Attach record
indicating year
No ❑
of construction
and proof of
exemption
Does the property need remediation?
Yes ❑
If yes, the regulations at 24 CFR Parts 35 apply
httnYAWww hud gov/offrces,lead/l orylenforcementQ4CFR35 SubvartA p2df
No ❑
Asbestos
For projects involving rehabilitation, has there been an evaluation of asbestos hazards?
Yes ❑
If Yes, attach a
http://www.edr)he.state.co.uslaplasbestostrenodemo.pdf
copy of the
No ❑
report(s).
Does property need Asbestos remediation? If yes, contact a state -certified asbestos Inspector.
Yes ❑
No ❑
ADA Accessibility & Visitability
Does the project have 5 or more units?
Yes ❑
If yes, for new construction or substantial rehabilitation, at least 5% (or 1, whichever is greater) must
be accessible to persons with mobility impairments and 2% (or 1, whichever is greater) must be
No ❑
accessible to persons with sensory impairments. The remaining units must meet the accessibility
requirements of the Federal and State Fair Housing Act, which require that all units in elevator
buildings and ground units in other buildings be ADA accessible.
htto /Aww hud my/offices/theo/disabllft&fhouidelings/fhefha5 cfrrtfksect3
Number of units for persons with mobility impairment? (5%)
Number of units for persons with sensory impairment? (2%)
Number of visitable units?
See DOH Visitability policy httpYlVola colorado aov/cdh/statehousinaboardPndex htn*anchoolicies
Send copy of Agency's Section 504 Compliance plan
See 24 CFR Part 8 & DOLA CDBG Guidebook Sec V
ha ANWw_ ab/a _5431p_ co. us64 /fg aZQft�f2ulcfebook/PFQ7CIVILRIGHTSIXH-Cpdf
Version 8-12 Page 8 of 26
Fair Housing
Has the agency established Steps to Affirmatively Further Fair Housing?
Yes X❑
See 24 CFR 570.487(b) & 24 CFR 92.351
See Att. N hOZAvww hud aov/olgr admAgdclins/%mrslfrles/935-2a pdf
No ❑
Procurement
Will DOH funds be used for purchasing goods or services?
Yes ❑
If yes, which procurement policies will be followed?
See DOLA CDBG Guidebook Sec 11
No X❑
hftn://dola colomdo aov/dialfa/odba&db{.gutdebook htmt#pecHon 11
Will DOH funds be used for construction?
Yes ❑
If yes, the Debarred Checklist applies
See httos:/tivww.evls.gov/& DOLA CDBG Guidebook Sec Vlll
No X❑
Will there be over $200,000 of federal funds in the project?
Yes ❑
No X ❑
Financial Management
Does the applicant's financial management comply with
Yes X❑
OMB Circular A-87 & 24 CFR Parts 85 & DOLA CDBG Guidebook Sec 11-C?
No ❑
Does the applicant's audit/records comply with
Yes X ❑
OMB Circular A-133 & 24 CFR 570.490(d) & DOLA CDBG Guidebook Sec 117
No ❑
Program Income
Will the project generate Program Income?
Yes
If yes, indicate which: ❑HOME X❑CDBG
No ❑
Examples of program income include, but are not limited to: revenue from the loans made through
Down Payment Assistance (DPA) programs and Single-family Owner -occupied rehab (SFOO)
programs.
Projected Program Outcomes NIA
ENERGY STANDARDS:
List the Energy Efficiency Standard the project will follow?
How many units will meet Energy Star Standards or standard listed above?
SPECIAL NEEDS:
Number of units designated for persons with disabilities?
HOMELESSNESS:
Number of units designated for homeless persons?
Of those, number of units designated for the chronically homeless?
HIVlAIDS:
Number of units designated for persons with HIV/ AIDS?
Of those, number of units for chronically homeless with HIV/AIDS?
Version &12 Page 9 of 26
AUTHORIZED SIGNATURE SHEET
! certify to the best of my knowledge and belief, statements and data in this application,
including the required Statement of Assurances and Certifications (Attachment A), attached
tables and other documentation, are true and correct
r
Signa a
Signature
Signature
Name (Typed or Printe
Name (Typed or Printed)
Name (Typed or Printed)
`i# f kt n vk��.1
Title
Title
Title
__e,�
Date
Date
Date
Signature
Signature
Signature
Name (Typed or Printed)
Name (Typed or Printed)
Name (Typed or Printed)
Title
Title
Title
Date
Date
Date
The above must be signed by the Chief Elected Official of the governmental unit, officer of the
private corporation or other appropriate and authorized signatory for the applicant.
Documentation proving signer is authorized must be provided In the case of multi -
jurisdictional applications for CDBG funds, an executed Intergovernmental Agreement must
be submitted, designating a lead governmental agency as the applicant and administrator of
any award. If an IGA is not available, the Chief Elected Official of EACH local government
must sign.
Version 8-12 Page 10 of 26
ATTACHMENT A
APPLICANT STATEMENT OF ASSURANCES AND CERTIFICATIONS
The application must adhere to the following assurances and certification, that it:
possesses legal authority to apply for the loan/grant and to execute the proposed project, and its governing body has duty adopted or passed as
an official act a resolution, motion or similar action authorizing the filing of the application, including all understandings and assurances required,
and directing and authorizing the applicant's chief executive officer and/or other designated official representatives to act in connection with the
application and to provide such additional information as may be required;
will give the State, the U.S. Department of Housing and Urban Development (HUD),. and any state authorized representatives access to and the
rights to examine all records, books, papers or documents related to the application and grant;
has provided for and encouraged citizen participation, with particular emphasis on participation by persons of low and moderate income who are
residents of areas in which CDBG, HOME, HDG and HDLF funds are proposed to be used; by:
1. providing citizens with reasonable and timely access to local meetings, information, and records relating to its proposed and actual use of CDBG,
HOME, HDG and HDLF funds;
II, furnishing citizens information concerning the amount of funds available for proposed housing activities and the range of activities that may be
undertaken„ Including the estimated amount proposed to be used for activities that will benefit persons of low and moderate income.
Its plans for minimizing displacement of persons as a result of activities assisted with CDBG, HOME, HDG and HDLF funds and its
plan for assisting persons actually displaced as a result of such activities;
III, publishing a proposed project pian/application in such a manner to afford citizens an opportunity to examine its content and to submit comments
on the proposed project plan/application and on the community development performance of the jurisdiction(s);
IV. holding one or more public meetings, to obtain citizens view and responses to proposals and questions related to community development and
housing needs, proposed activities and past CDBG, HOME, HDG, and HDLF performances. All meetings were halt no sooner than
five days after notice, at times and locations convenient to potential or actual beneficiaries, and with accommodation for the
handicapped.
V. providing for a timely answer to written complaints and grievances, within 15 working days where practicable; and
VI. Identifying how the needs of non-English speaking residents will be met in the case of public meetings where a significant number of non-English
speaking residents can be reasonably expected to participate.
Signae, Chief Elected 0616.07Executive Director/President Date
Version 8-12
Page 11 of 26
ATTACHMENT B
Intentionally Omitted
Version 8-12
Page 12 of 26
ATTACHMENT C
SUGGESTED FORMAT FOR LEGAL NOTICE
This legal notice must be published as a legal notice in a newspaper of general circulation In the area of the project for
one day at least five days prior to the public meeting. If applicant is applying to the local jurisdiction for matching funds, a
combined public notice may be published although it must distinguish each funding request separately. in the case of a
multi jurisdictional application, a legal notice must be published In each participating municipality or county.
If a project is awarded CDBG funds, a post -award legal notice must be published upon project closeout
(Replace this sample with notarized proof of publication as Attachment C)
The (Name of Applicant) will submit an application to the Colorado Division of Housing (DOH). The purpose of
this application Is to request LAmount of DOH Funding Request) to develop (Number of Units) of rental or homes for
purchase at (Street Address of Property). The request of funding from DOH is to benefit persons with low and moderate
incomes by increasing the availability of affordable housing In _ (Name of Communis It Is not the Intent to cause
displacement from any existing housing; however, if persons are displaced from their existing residences reasonable
housing alternatives shall be offered.
All interested persons are encouraged to contact the applicant for further Information. Written comments should be sent
application prrooceess (Mailis. less of Applicant) or (email address) and will be forwarded to DOH for consideration during the
a
Members of the public may request a public meeting and should arrange a request with the Applicant. Applicant shall post
notice of meeting (Date, Time, and Location) to ensure other members of the public are aware of meeting. If reasonable
accommodations are needed for persons attending the public meeftng, please contact the Applicant.
NIA
Vemlon 8-12
Page 13 of 26
Ad Name: 10278154A
Customer: Eagle County Housing & Develop -
Your account number is: 8798803
ENTERPRISE
PROOF OF PUBLICATION
STATE OF COLORADO )
)SS.
COUNTY OF EAGLE
I, Pam Boyd, do solemnly swear that I am a qualified
representative of The Eagle Valley Enterprise, that the
same weekly newspaper printed, in whole or in part and
published in the County of Eagle, State of Colorado, and
has a general circulation therein; that said newspaper
has been published continuously and uninterruptedly
in said County of Eagle for a period of more than fifty-
two consecutive weeks next prior to the first publication
of the annexed legal notice or advertisement; that said
newspaper has been admitted to the United States mails
as a periodical under the provisions of the Act of March 3,
1879, or any amendments thereof, and that said newspaper
is a weekly newspaper duly qualified for publishing legal
notices and advertisements within the meaning of the
laws of the State of Colorado.
That the annexed legal notice or advertisement was
published in the regular and entire issue of every number
of said weekly newspaper forthe period of 0 consecutive
insertions; and that the first publication of said notice was
in the issue of said newspaper dated 6/13/2014 and that
the last publication of said notice was dated 6/13/2014 in
the issue of said newspaper.
1n witness whereof, I have here unto set my hand this day,
06/17/2014.
(rt.ti Cid
Pam Boyd
General Manager/Publisher/Editor
Eagle Valley Enterprise
Subscribed and swom to before me, a notary public in
and for the County of Eagle, State of Colorado this day
06/17/2014.
�0 �01-`I=10
Pamela J. Schultz„ Notary Public
My Commission expires- ber 1, 2015
Ppv a�Br
gyp:... •••ter
PAMELAJ.
i
SCNl1f.R,,rp,�'p
ar C-- Edea IlAraou
Eagle County Government is In the process of
submigirtg an epplicadon to the Colorado Division
of Housing The ppurpose of the application is to
request 955,000 for we In a Down Payment As -
lingmom Proram which will be avalfir a to fami-
Ues ma ng 110% or teas of Area Median Income to
purchase howM1noo In Garflaltl Caunry and the por-
tions of ElVir, Pff. I and Gunnison counties in the
Roaring Fork Valley. Aft Interested parties are en-
courapel 10 contact the EaCk CountyHousing Do -
Pertinent located a125 MITI Loft, Suite 20O, Ed.
wards, CO 81832 or via telephone at
970.328.8775, for further Information or to request
a pudic hosting.
Published In the Vail Daily on Juno 131h, 2014
00278154
ATTACHMENT D �/A
RESIDENTIAL ANTIDISPLACEMENT AND RELOCATION ASSISTANCE PLAN
The _ (City, Town or County) will replace all occupied and vacant occupy -able low/moderate income dwelling units
demolished or converted to a use other than as low/moderate Income housing as a direct result of activities assisted with
CDBG funds, as required by Section 104(d) of the Housing and Community Development Act of 1974, as amended (the
Act), and implementing regulations at 24 CFR 570.496a.
All replacement housing will be provided within three years of the commencement of the demolition or rehabilitation
relating to conversion. Before obligating or expending funds that will directly result In such demolltion or conversion, the
(City, Lown or County) will make public and submit to the State the following information in writing:
1. Description of the proposed assisted activity;
2. The general location on a map and approximate number of dwelling units by size (number of bedrooms) that will
be demolished or converted to a use other than as low/moderate dwelling units as a direct result of the
assisted activity;
3. A time schedule for the commencement and completion of the demolition or conversion;
4. The general location on a map and approximate number of dwelling units by size (number of bedrooms) that will
be provided as replacement dwelling units;
5. The source of funding and a time schedule for the provision of replacement dwelling units; and,
6. The basis for concluding that each replacement dwelling unit will remain In a low/moderate income dwelling unit
for at least 10 years from the date of initial occupancy.
The (Clty, Town or County will provide relocation assistance, as described In 570.496a(b)(2), to each low/moderate
income household displaced by the demolition of housing or by the conversion of a low/moderate Income dwelling to
another use as a direct result of assisted activities.
Consistent with the goals and objectives of activities assisted under the Act, the ACity, Town or County) will take the
steps indicated below to minimize the displacement of persons from their homes:"
The following are examples of steps to minimize displacement. The first two are required. The others are
optional. Only check those which are appropriate for the project and local circumstances. Add other
steps as necessary or appropriate.
X Consider all practical alternatives to any proposed project that may result in residential displacement. Alternatives
to be considered include other sites for the proposed facilities/project. Also to be considered are the costs and
benefits, both financial and nonfinancial, of each aitemative.
X Provide counseling and referral services to assist displacees find altemadve housing in the community.
3C Work with area landlords and real estate brokers to locate vacancies for households facing displacement.
Stage rehabilitation of assisted housing to allow tenants to remain during and after rehabilitation, working with
empty buildings or groups of empty units first so they can be rehabilitated.first and tenants moved in before rehab
on occupied units or buildings Is begun.
Establish temporary relocation facilities in order to house families whose displacement will be of short duration, so
they can move back to their neighborhoods after rehabilitation or new construction.
_ Evaluate housing codes and rehabilitation standards in reinvestment areas to prevent their placing undue
financial burden on long-established owners or on tenants of multi-famlly buildings.
Version 8-12 Page 14 or 26
_ Develop displacement watch systems in cooperation with neighborhood organizations to continuously review
neighborhood development trends, identify displacement problems, and identify individuals facing displacement
who need assistance.
Signature of Chief Elected Official
Date
NOTE: EACH MUNICIPALITY AND COUNTY DIRECTLY PARTICIPATING INA MULTI -JURISDICTIONAL
APPLICATION IS REQUIRED TO HAVE,A RESIDENTIAL ANTI DISPLACEMENT AND RELOCATION
ASSISTANCE PLAN.
Version 6-12 Page 15 of 26
ATTACHMENT E W!A
ACQUISITION OF LAND AND/OR BUILDINGS
SUGGESTED FORMAT FOR LETTER TO OWNER
(Replace this form with your signed letter on agency letterhead)
Date:
Owner Name:
Owner Address:
Re: Property at (list address here)
Purchase Price:
Buyer. (agency, developer, or community name)
This is to inform you that (buyer) would like to purchase the property listed above. We have offered you the purchase
price listed above for clear title to the property under the conditions described in the contract of sale.
Because Federal funds may be used in the purchase, however, we are required to disclose to you the following
information:
1. This sale Is voluntary. If you do not wish to sell, (buyer) will not acquire your property. (Insert buyer's name) does not
have the authority to acquire your property by force.
2. We estimate the fair market value of the property to be $ : (value).
Since the purchase would be a voluntary, arm's length transaction, you would not be eligible for relocation payments or
other relocation assistance under the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970
(URA), or any other law or regulation.
If you have any questions about this matter, please contact (contact person) at (phone number).
Sincerely,
Applicant signature: Date:
I have read the above and agree with the statements therein:
Owner signature: Date:
XC] Check here in this is nota pts_ Ilcable to your project
Reason: DOWN PAYMENT ASSISTANCE
Version 8-12 Page 16 of 26
ATTACHMENT F VIA
A
DAVIS-BACON EXCEPTION CHECKLIST
EXCEPTIONS
The Applicant _ (Name) affirms that (part/all) of its CDBG/HOME project is excepted from
Davis -Bacon Prevailing Wage Rate Provision because:
_,_._ (a) The prime construction contract funded In whole or in part with CDBG/HOME funds is less
than $2,000.
(b) The entire project consists solely of demolition. (CDBG Only)
® (c) CDBG funds will be used for rehabilitating property that was designed for fewer than eight (8)
households (See Note` Below)
,_ (d) HOME funds will be used for construction or rehabilitating property that was designed for
fewer than 12 HOME- designated units (See Note" Below)
____ (e) Part/all of the project consists solely of dekvery of goods or services. (No construction
contract.)
(f) Part/all of the project will be done through a force account. (See Note" Below)
— (g) There are no federal monies In the construction contract.
— (h) All or a portion of the CDBG/HOME funds shall be used for the purchase of equipment:
1) Installation of equipment is incidental (less than 13%) of the total cast (equipment PLUS
Installation - this requires a separate quote for equipment and the installation);
2) NO installation costs are included in the purchase of equipment.
(i) Proceeds of the CDBG/HOME loan shall be used for working capital ONLY.
(j) The CDBG funds are used for acquisition ONLY and there is no construction.
NOTE:
'Any employees hired through a force account for a CDBG funded project will be considered Section 3 employees.
"Grantee should confirm with their state monitor regarding this option. Clarification is necessary because some housing
type projects will qualify as PUBLIC facilities and not as HOUSING.
NO EXCEPTIONS – DAVIS BACON APPLICABLE
❑ If there is no exception, check here if Davis -Bacon is leR cable to your project
Reason Davis -Bacon is triggered:
Are Davis -Bacon wages included in construction cost estimates? ❑ YES ❑ NO
Lead Agency to monitor compliance with Davis- Bacon
Signature, Chief Elected Official/Executive Director/President Date
Version 8-12
Page 17 of 26
ATTACHMENT G VIA
IMMIGRATION POLICY
Federal and State laws require Grantees to verify lawful presence of beneficiaries of public funds. The
requirements to ensure lawful presence vary by the funding sources used to finance projects, as follows:
Federal HOME Investment Partnership or Community Development Block Grant Programs
If the funding is HOME or CDBG, the Welfare Reform Act does not require a non-profit charitable organization
to determine, verify or otherwise require proof of lawful presence. if the managing member is a non-profit or if
the general partner of a LIHTC ownership entity is a non-profit, this also applies. If the funding is provided to a
for-profit, government, or quasi-govemment entity, all adult family members will have to sign a Declaration of
Residency form.
State of Colorado funds (HDG and HDLF)
If the funding is State of Colorado Housing Development Grant (HDG) funds or Housing Development Loan
Funds (HDLF) Grantees must confirm that any Individual natural person 18 years of age and older is lawfully
present in the United States pursuant to CRS 24-76.5-101, et seq., when each individual applies for public
benefits by requiring the applicant to:
a) produce:
1.) a valid Colorado driver's license or a Colorado identification card, issued pursuant to Article
2 of Title 42 CRS; or
2.) a U S military or a military dependent's identification card; or
3.) a US Coast Guard Merchant Mariner card; or
4.) a Native American Tribal Document; or
5.) a document as described in 2.1.2 and 2.1.3 in the Colorado Department of
Revenue's Rules for Lawful Presence section on Identification.
b) and execute an Affidavit of Legal Residency stating:
1.) That he or phe is a United States citizen or legal permanent resident; or
2.) That he or she is otherwise lawfully present in the US pursuant to Federal law.
SAMPLE FORM 1
AFFIDAVIT OF LEGAL RESIDENCY
1, (aaalicant) swear or affirm under penalty of perjury under the laws of the State of Colorado that (check one):
❑ I am a United States citizen, or
i
❑ I am a Permanent Resident of the United. States, or
❑ I am lawfully present in the United States pursuant to Federal law.
I that this swom statement is required by law because I have applied for a public benefit or I am a sole proprietor entering
Into a contract or purchase order with the State of Colorado. I understand that state law requires me to provide proof that I
am lawfully present in the United States prior to receipt of this public benefit or prioi to entering into a contract with the
State. I further acknowledge that making a false, fictitious, or fraudulent statement or representation in this swom affidavit
Is punishable under the criminal laws of Colorado as perjury in the second degree under CRS §1 M-503 and it shall
constitute a separate criminal offense each time a public benefit is fraudulently received.
Signature of Applicant Date
I agree tovid a maintair{ legal sident requirements as described above
�-__�
Sig e, Chief Elected Offic ecutive Director/President Date
v47/a, &2 Page 18 of26
ATTACHMENT H
STANDARD INSURANCE REQUIREMENTS
State of Colorado insurance requirements are as follows and apply to all DON -funded projects. Grantee and its sub -grantees
and subcontractors shall obtain and maintain insurance as specified in this section at all times during the term of this Grant: All
policies evidencing the insurance coverages required hereunder shall be issued by insurance companies satisfactory to Grantee
and the State.
Grantee
Public Entities
If Grantee is a "public entity" within the meaning of the Colorado Governmental Immunity Act, CRS §24-10-101, at seq., as
amended (the Governmental Immunity Act"), then Grantee shall maintain at all times during the term of this Grant such liability
insurance, by commercial policy or self-insurance, as is necessary to meet its liabilities under such Act. Grantee shall show
proof of such insurance satisfactory to the Department, if requested by the Department. Grantee shall require each grant or
contract with a sub -grantee or subcontractor which is a public entity, providing Goods or Services in connection with this Grant,
to include the insurance requirements necessary to meet sub -grantees liabilities under the Act.
Non -Public Entities
If Grantee is not a "public entity" within the meaning of the Governmental Immunity Act, Grantee shall obtain and maintain
during the tern of this Grant insurance coverage and policies meeting the same requirements with respect to sub -grantees and
sub -contractors which are not "public entities".
Sub -grantees and Subcontractors
Grantee shall require each contract with a sub -grantee or subcontractor, other than those that are public entities, providing Goods or
Services in connection with this Grant to include insurance requirements substantially similar to the following:
Worker's Compensation
Worker's Compensation insurance as required by State statute, and Employer's Liability insurance covering all of sub -grantee
or subcontractor employees acting within the course and scope of their employment.
General Liability
Commercial General Liability Insurance written on ISO occurrence form CG 00 01 10193 or equivalent, covering premises
operations, fire damage, independent contractors, products and completed operations, blanket contractual liability, personal
injury, and advertising liability with minimum limits as follows:
• $1,000,000 each occurrence; $1,000,000 products and completed
• $1,000,000 general aggregate; operations aggregate; and
• $50,000 any one fire.
If any aggregate limit is reduced below $1,000,000 because of claims made or paid, sub -grantee or subcontractor
shall immediately obtain additional insurance to restore the full aggregate limit and furnish to Grantee a certificate
or other document satisfactory to Grantee showing compliance with this provision.
Automobile Liability
Automobile Liability Insurance covering any auto (including owned, hired and non -owned autos) with a minimum
limit of $1,000,000 each accident combined single limit.
Additional Insured
Grantee and the State shall be named as additional insured on the Commercial General Liability and Automobile
Liability Insurance policies (leases and construction contracts require additional insured coverage for completed
operations on endorsements CG 2010 11/85, CG 2037, or equivalent).
Primacy of Coverage
Coverage required of the sub -grantee or subcontractor shall be primary over any insurance or self-insurance
program carried by Grantee or the State.
Cancellation
The above insurance policies shall include provisions preventing cancellation or non -renewal without at least 45
days prior notice to the Grantee and the State by certified mail.
Subrogation Waiver
All insurance policies in any way related to the Grant and secured and maintained by Grantee's sub -grantees or
subcontractors as required herein shall include clauses stating that each carrier shall waive all rights of recovery,
under subrogation or otherwise, against Grantee or the State, Its agencies, institutions, organizations, officers,
agents, employees, and volunteers.
Malpractice/Professional Liability Insurance
Professional Liability Insurance Policy may apply in the minimum amount of $1,000,000 per occurrence and
$3,000,000 in the aggregate, written on an occurrence form, that provides coverage for Its work undertaken
pursuant to this Grant. If a policy written on an occurrence form is not commercially available, the claims -made
policy shall remain in effect for the duration of the Grant and for at least two years beyond the completion and
acceptance of the work under the Grant, or, alternatively, a two year extended reporting period must be
purchased.
Certificates
Each of Grantee's subcontractors and subgrantees shall provide certificates showing insurance coverage required
hereunder to Grantee within seven business days of the Effective Date, but in no event later than the commencement of
the Services or delivery of the Goods under the subcontract or subgrant. No later than 15 days prior to the expiration date
of any such coverage, each subcontractor or subgrantee shall deliver to Grantee certificates of insurance evidencing
renewals thereof upon request by the Department or at any other time during the term of a subcontract or subgrantee,
Version 8-12 Page 19 of 26
L rantee may request in wnnng, ano the suocontractor or suograntee snau tnereupon wrtrnn -1 u nays suppry to urantee,
evidence satisfa to Grantee and the Dgp2r#'[`ftnt of compliance with the provisions of this section.
I agree to provide m t msur as'desc ' ed above
e
Signature, Chielqplled Official/Executive Dir resident Date
Version 8-12 Page 20 of 21
Certzfzcate of Participatzon
Colorado Counties Casualty and Property Pool (CAPP)
For the Coverage Period January 1, 2014 through December 31, 2014
EAGLE COUNTY
Colorado Counties Casualty and Property Pool (CAPP) hereby certifies that Eagle County is a participating
Member of CAPP for the period beginning January 1, 2014 through December 31, 2014. The coverages,
conditions of membership, and other provisions applicable to members of CAPP are as described in CAPP's
Bylaws and intergovemmentai Agreement and in the applicable excess policies, policy statements and
endorsements thereto, copies of which have been or will be provided to Eagle County.
The types and monetary limits of the coverages provided to Eagle County through membership In CAPP, in
consideration of the payment of its contrlbutions, are limited, as of the date of this certificate, to those which
are shown below. The scope, terms, conditions and limitations of coverages are governed by the
aforementioned agreement and policies.
1) The types of coverages, subject to the ilmit on CAPP's liability In Section II below, aro as follows:
A) Property (including EDP, mobile equipment, and auto physical damage)
B) Liability
1) Bodily injury, Property Damage (General Liability, Auto Uabli ty)
2) Wrongful Acts committed In the conduct of duties (Public Entity Management Liability)
3) Bodily Injury, Property Damage, Personal Injury (law Enforcement Liability)
4) Enron or omisslons In the administration of an Insured's employee benefits (Employee Benefits
Liability)
5) Injury resulting from healthcare professional services rendered by any Insured who is not a medical
doctor, psychologist, psychotherapist or nurse practitioner. (Healthcare Professional Liability).
C) Crime
1) Monies and Securities (Inside)
2) Monies and Securities (outside)
3) Employee Fidelity
D) Boiler and Machinery
E) Network Security Uability
II) CAPP Retention, Aggregate Limits, and Member Deductible*
For the coverages described In Section I. CAPP shall be liable only for payment of the self-insured retention
and only to a total annual aggregate amount for members of CAPP as a whole of the amount of the CAPP lose
fund for the coverage period. CAPP's per daimloccunence retentions are limited to the following for the
foregoing coverages:
A) $150,000 per dalmioccurrence property — County deductible $500
B) $250,000 per claimloccurrence liability (per coverage line) —(:ounty deductible $0 except in certain
claims - See CAPP Policy Statements.
C) $150,000 per dalmloccurrence dime — County deductible $500
D) $5,000 per lose boiler and machinery — County deductible $500
E) $150,000 per dalm/occurrence network security liability — County deductible $0
CAPP 2014 Certificate of Participation
There Is a maintenance deductible of $500, which apples to each of the Countys first party
claims/occurrences/losses (property claims). Payment of the deductible reduces the amount otherwise payable
under the applicable CAPP retention.
Pertaining to all lability losses. CAPP has purchased aggregate retention protection with a pool self-insured
retention of $6 million In any one policy year.
Coverages in excess of the foregoing pool retentions are provided only by the excess Insurers In applicable excess
polcles, and are payable only by those excess insurers. The limits of coverage provided by the excess insurers are
as Wows:
A. Liability
From $260,000 per clalm/occurrence to $10 million per claim/occurrence except for auto, which is non -
aggregated, subject to the following:
Ali liability coverages are provided on a Balms -made coverage form. in no event shall the maximum per
claimloccurrence payment exceed the following for general liability, auto liability, public entity
management liability, law enforcement liability, employee benefits liability or healthcare professional
liability claims subject to the Governmental Immunity Act: $350,000 per person and $9W,000 per
occurrence. Additional limits, sublimits and aggregates apply as provided In the applicable excess
policies.
B. Crime
From $150,000 to $1 million each occurrence. Additional limits, subllmits and aggregates apply as
provided In the applicable excess policies.
C. Boilerand Machinery
From $5,000 to the cost of repair/replacement for each actual loss sustained up to $100 million.
Additional limits, sublimits and aggregates apply as provided In the applicable excess policies.
D. Property
From $150,000 to $100 million each occurrence. "All Risk' basis with subllmits of $10 million newly
acquired property, $5 million new construction each occurrence and $1 million unscheduled locations.
Subilmits of $5 million for property In Flood Zone A and $50 million for property In all other flood zones.
Newly acquired property must be reported within 90 days. Additional limits, sublimits and aggregates
apply as provided In the applicable excess policies.
E. Network Security Liability
Each claim from $150,000 to $1,000,000 Aggregate Network Security and Privacy Liability Limit with
sublimity: $500,000 Digital Asset Damage, $500,000 Date Breach Fund (nobllcationlcredit monitoring),
$500,000 PCl/Reguiatory Fines/Penalties. Additional limits, sublimate and aggregates apply as provided
In the applicable excess policies.
The excess Insurers for the coverage period are One Beacon and Lexington insurance Co., Hiscox and ACE.
Information concerning the CAPP loss fund for the coverage period may be obtained by contacting CAPP through its
Administrator, County Technical Services, Inc. (CTSI).
Colorado Counties Casualty and Property Pool
Alien E. Chapman, CTSI Executive
December 6, 2013
CAPP 2014 Certificate of Participation
ATTACHMENT I NIA_
INTERGOVERNMENTAL AGREEMENT
FOR COMMUNITY DEVELOPMENT BLOCK GRANT PROJECT (Sample)
THIS AGREEMENT, made this day of . 20_-, by and among the following:
WHEREAS, the parties to this Agreement have the authority pursuant to Article XIV, Section 18 of the Colorado
Constitution and Section 29-1-201, et. seq., Colorado Revised Statutas, to enter into intergovernmental agreements for
the purpose of providing any service or performing any function which they can perform Individually.
WHEREAS, the parties to thls Agreement desire to cooperate in developing and carrying out a Community Development
Block Grant (CDBG) project, the purpose of which is to:
NOW THEREFORE, the parties hereby mutually agree as follows:
Designation of Leadegrty. _(Lead Party) shall act as the lead party In developing
and carrying out said proposed CDBG project.
Responsibit'rties of Lead Party. In its capacity of lead party, (Leadty) shall by the lead
Jurisdiction in making applicallon to the State Department of Local Affairs (State) for CDBG funds and shall
be the grantee of the State for such funds, If awarded. As the grantee of the State, it shall be fully and
solely responsible to the other parties to this Agreement for compliance with all financial management,
environmental review, labor standards, civil rights, record-keeping, reporting and other requirements of the
CDBG program contained In the Applicant Statement of Assurances and Certifications, and in the grant
contract with the state, except those specified in Paragraph 3 hereinafter.
Responsibilities of All Parties. Each party to this Agreement shall be individually responsible for
compliance with the following requirements of the CDBG program:
a) adopting a required Citizen Participation Plan, and providing to its citizens information
and opportunities to comment as required by the State in developing an application and
substantially changing project activities;
b) identifying its community development and housing needs, Including the needs of low
and moderate Income persons, and the activities to be undertaken to meet such needs;
and
C) adopting a required Antidlsplacement and Relocation Assistance Plan which calls for
replacement of demolished or converted low/moderate income housing units and
provision of necessary relocetlon assistance; and,
d) taking actions to affirmatively further fair housing.
Furthermore, each party shall provide documentation to (Lead Party) demonstrating its compliance with the
requirements specified in the Paragraph 3 and (Lead Party) shall retain such documentation and
other required records and documents for the period of time specified by the State.
Contracting. (Lead Party) shall contract with or,
with other eligible Individuals or entities to carry out all or any portion of the responsibilities assumed by
Version 5-12 Page 21 of 2
(Lead Party) under tnls Agreement and its grant contract with the State.
6. Term of Agreement. This Agreement shall remain in full force and effect for so long as the parties to this
Agreement are pursuing CDBG funding for said proposed project or. If awarded, carrying out such project
activities. Any party to this Agreement may, however, terminate its participation in this Agreement six
months after providing written notice of such termination to the other parties of this Agreement. This
Agreement may be terminated at any time by agreement of all parties to this Agreement unless a grant
contract Is in effect with the State. In this case, the State.must approve such termination and arrangements
for completing the project.
6. Modification and Changes. The terms of this Agreement may be modified or changed at any time by
agreement of all parties to this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the day first above written.
(Lead Party)
By
PBSition
(Party)
By
Position
(Party)
By
Position
(Party)
By
Position
(Party)
By
Position
(Party)
By
Position
Version 8-12
Page 22 of 2
ATTACHMENT J
W-9 STATE OF COLORADO VERSION
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Version 8-12
Page 23 of 21
ATTACHMENT K
Commissioner TA S moved adoption
of the following Resolution:
BOARD OF COUNTY COMMISSIONERS
COUNTY OF EAGLE, STATE OF COLORADO
RESOLUTION NO. - O5S
RESOLUTION CONCERNING APPROVAL OF APPLICATION RESOLUTION
AND
SIGNATORY AUTHORITY FOR ROARING FORK DOWN PAYMENT
ASSISTANCE PROGRAM
WHEREAS, the Board of County Commissioners of the County of Eagle, State of
Colorado (hereinafter the "Board"), has approved an grant application to the Colorado
Department of Local Affairs/Division of Housing for funds totaling $54,579 for a Down
Payment Assistance Loan Program (the "Grant Application") that will be targeted at
families making less than $0% of Area Median Income within the Roaring Fork Valley
(Garfield, Pitkin, Gunnison and Southwestern Eagle Counties;) and
WHEREAS, the Board certifies the Eagle County Manager has full signatory authority
in regard to all Eagle County contracts of up to $25,000, and desires to grant the County
Manager full signatory authority with respect to all documents associated with the Grant
Application.
NOW, THEREFORE, BE IT RESOLVED BY THE BOARD OF COUNTY
COMMISSIONERS OF THE COUNTY OF EAGLE, STATE OF COLORADO:
THAT, the Board supports the application and implementation of this new Down
Payment Assistance Program; and
THAT, if the grant is awarded, the Board hereby authorizes the Eagle County Manager
to sign the Grant Agreement associated with the Grant Application and all reports and
documents associated with the associated grant from the Colorado Division of Housing.
MOVED, READ AND ADOPTED by the Board of County Commissioners of the
County of Eagle, State of Colorado, at its regular meeting held the day of
VL --A 2014
VP PP
COUNTY OF EAGLE STATE OF
COLORADO, By and Through Its
BOARD OF COUNTY COMMISSIONERS
ATTEST:
Commissioners
Sara. Fisher
C missio r ,
r X ( f
Kathy Ch ler-Henry i
Commissioner
Commissioner s 4-4 .1n ,
r� t u yj seconded the adoption of the forgoing resolution. The roll
having been called, the vote was as follows:
Commissioner Ryan V-"
Commissioner Fisher
Commissioner Chandler -Henry
This resolution passed by 5/0 vote of the Board of County Commissioners of the
County of Eagle, State of Colorado.
CHECKLIST FOR REQUIRED DOCUMENTS
Please Submit In Order Below
(use all check lists that apply to application)
c
a°f
t
a°/
I c
a
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Cr
I
1
E
s
I
a
121 e
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1
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A
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Applicable
Received
ATTACHMENTS REQUIRED FOR INITIAL APPLICATION REVIEW
Att. A— Statement of Assurances
X
X
X
X
X
X
X
X
X
Yes ❑
Att. B —Intentionally Omitted
All. C -- Proof of Pre-app®cation Legal Notice
X
X
X
X
X
X
X
X
Yes ❑
Att. D— URAIROftelion Plan
X
X
X
X
X
X
X
X
Yes ❑
Att. E —Acquisition of Land or Building
X
X
X
X
X
Yes ❑
Alt. F— Davis-Bacon Exception Checklist
X
X
X
X
X
X
X
X
Yes ❑
All. G— Immigration Policy
X
X
X
X
X
X
X
X
X
Yes ❑
Ali. H— Insurance Requirements
X
X
X
X
X
X
X
X
X
Yes Q
Att I — intergovernmental Agreement
X
X
X
Yes ❑
All. J— W-g, Tax Payer Identification 8
X
X
X
X
X
X
X
X
X
Yes ❑
Ali. K— Doc. of Signatory Authority & Board Resolution
Authorizing application _
X
X
X
X
X
X
X
X
X
Yes ❑
SUPPORTING DOCUMENTS REQUIRED FOR INITIAL APPLICATION REVIEW
IRS Determination Letter (Nan-profits only)
X I
X
X
X
X
X
X
X
X
Yes ❑
Most Recent Audit (A-133, If applicable)
X
X
X
X
X
X
X
X
X
Yee ❑
Staff Allocation Pian (f not In Budget)
X
X
X
Yes ❑
Site Control Documentation wl legal deacdptlon
X
X
X
X
_
X
Yes ❑
Zoning and Site Plan Approval
X
X
X
X
Yes ❑
Floodplain Map
X
X
X
X
X
Yes ❑
Environmental Studies
(Phase 1, Lead Based Palnt & Asbestos)
X
X
X
X
Yes ❑
Architectural Drawings/Photos (via emall)
X
X
X
X
Yes ❑
Construction Cost Estimates
X
X
Yes ❑
Capital Needs Assessment & Cost Estimate
X
X
Yes ❑
Market Study/Needs Assessment
X
X
X
X
Yes ❑
Appraisal (or date on comparables)
X
X
X
X
Yes ❑
Copy of Tax Credit Application
X
X I
X
Yes ❑
Letters of Funding Commitment
X
X
X
X
X
X
X
X
X
Yes ❑
Letters of Local Government Funding Commitment
X
X
X
X
X
X
X
X
Yes ❑
Relocation: General Notice to Tenants and Proof of
Delivery
X
X
Yes ❑
Relocation: Current Rent Roll with Residents' Incomes
X
X
Yes ❑
Relocation Plan (only if relocation will occur)
X
X
Yes ❑
OPA/Rehab Local Program Guidelines
X
X
Yes ❑
Issuer PAB Application
X
Yes ❑
Inducement Resolution
X
Yes ❑
Credit Enhancement
X
Yes ❑
Bond Counsel Opinion
I
I
X
Yes ❑
Assignments of PAB Cap
X
Yes ❑
Application Fee
tE
X
Yes ❑
8328 IRS filing or Relinquish to Statewide Balance
X
Yea ❑
Version 8-12 Page 25 of;
CHECKLIST FOR REQUIRED DOCUb1ENTS
Please Submit In Order Below
(use all check lists that apply to application)
i
0
aEj
o
La
e
d
@c
to
at
4
�
..
m
Appllcable
Received
az
o°3¢
z
14a
al
U
az
a
say
ATTACHMENTS REQUIRED BEFORE CONTRACT
Att. L— Agency's 504 Self Certification
X X
X
X
FF X
X
X
X
X
Yes ❑
Att. M— Steps to Further Fair Housing
X X
X
X
X
X
X
Yes ❑
Att. N— Affirmative Fair Housing Marketing
X X
X
X
X
X
Yes ❑
Att. 0—Sub-recipientAgreement (CDBG)
X X
X
X
X
X
X
X
Yes ❑
AIL P— Citizen Participation Plan (CDBG)
X X
X
X
X
X
Yes ❑
Att. Q— Excessive Force Policy (CDBG)
X X
X
X
X
X
Yes ❑
SUPPORTING DOCUMENTS REQUIRED BEFORE CONTRACT
Final Legal Property Description of any changes since
X
X
X
X
X
Yes ❑
WWI application)
I
Consolidated Plan Consistency tetter (d local govt
X
K
X
X
X
X
X
X
Yes ❑
receives CDBG or HOME funds)
Letters From Service Providers (for 30% AMI units)
X
X
X
X
Yes ❑
Partnership Agreements
X
X
X
X
Yes ❑
Evidence of insurance with DOH as additlonai Insured
X
X
X
X
X
X
X
X
Yes ❑
(see Aft. H)
Version 8-12 Page 26 of 2