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FY 2010 Section 202 & Section 811

FY 2010 Section 202 & Section 811. Capital Advance Programs. Purpose. To expand the supply of supportive housing for the very low-income elderly (202) and for very low-income persons with disabilities (811). Section 202: 62 years of age or older, including frail elderly

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FY 2010 Section 202 & Section 811

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  1. FY 2010Section 202 & Section 811 Capital Advance Programs

  2. Purpose To expand the supply of supportive housing for the very low-income elderly (202) and for very low-income persons with disabilities (811). Section 202: 62 years of age or older, including frail elderly Section 811: 18 yrs old & over with one or more of the following: • Chronic Mental Illness • Physical Disability • Developmental Disability

  3. Types of Funds Capital Advance (CA): • Must be used for.. • New construction or rehabilitation of a structure; or • Acquisition of a structure with or without rehabilitation. Repayment is not required as long as the project remains available for occupancy by eligible program residents for at least 40 years.

  4. Types of Funds Project Rental Assistance Contract (PRAC): • Covers the difference between • Tenant’s contribution and • HUD-approved operating expenses. Initial term is 3 yrs

  5. Types of Funds Project Rental Assistance Contract, (PRAC): Provide Supportive Services(SS) • Section 202 – frail & at risk elderly: • Up to $15 per unit/per month • Hire a service coordinator if at least 25% of residents are frail and/or at risk Note: funding for SS will not be made available until project is occupied and Owner identifies the frailty or at risk nature of residents • Section 811: from outside sources

  6. Section 202/811 Allocations • Section 202 (for entire region) • 79 units ($11,269,149) Metro • 20 units ($2,900,808) Non-Metro • Section 811 (for entire region) • 32 units ($4,481,308)

  7. Section 202/811 Allocations Expiration of Funds… Obligation: All FY10 202/811 funds must be obligated by September 30, 2013. Disbursement: CA funds – September 30, 2018 PRAC Funds - September 30, 2023

  8. Independent Apartment Units Efficiencies & 1-bedrooms for residents only in 202 3 & 4 bedrooms restricted to families, not unrelated people, in 811 Up to a 2-bedroom limited to a resident manager, if proposed Units must have kitchens and bathrooms Eligible Structure Types

  9. Eligible Structure Types (Sec. 811 Only) Group Homes • Minimum 2 residents and maximum 6 residents allowed • 1 Bedroom unit for resident manager permitted • 2 GHs cannot be located next to each other

  10. Ineligible ActivitiesSections 202 and 811 • Nursing homes • Infirmaries • Medical facilities • Mobile Homes • Community centers • Project licensed or to be licensed as assisted living facilities;

  11. Ineligible Activities Section 202 and 811 • Refinancing of Sponsor-owned facilities without rehabilitation; and/or • Headquarters for organizations for the elderly or persons with disabilities. • Supportive Services (811 only)

  12. Ineligible Activities • (202) Housing that you currently own or lease that is occupied by elderly persons. • (811) Housing that you currently own or lease that has been occupied by persons with disabilities for longer than one year prior to the application deadline date

  13. What makes a 202/811 Project a mixed finance project? An Owner Entity that: • Is a For Profit Limited Partnership, and • Has a Non-Profit organization wholly owned and controlled by a sole General Partner (GP)

  14. Mixed Finance Project • Additional unassisted unit(s) allowed but not mandatory • Use of the following tax credit programs are likely : • Low Income Housing Tax Credit (LIHTC) • Historic Preservation Credits • State Finance Affordable Housing Tax Credit

  15. Mixed Financing To learn more about this program contact By email: Kerry.J.Mulholland@hud.gov Or by phone: 202-402-2649

  16. This Year’s Major Changes • Allocation area is entire Region (AK, ID, OR, WA) • “Ready to Proceed” projects favored in awarding points • Risk-based corrective actions in the clean-up of contaminated sites allowed

  17. This Year’s Major Changes • Projects favored that meet an acceptable green standard • Energy efficiency and water conservation measures required • Emphasis on transit and amenity-served locations

  18. Changes Are Designed to…. Incorporate energy efficiency and water conservation measures in the operation of all projects. If selected for funding, you are required to: • Commit to future installation of water-conserving fixtures and ENERGY STAR appliances. • Develop an Operation and Maintenance (O&M) manual. • O&M templates can be found on Enterprise Green Communities’ website: http://www.practitionerresources.org/documents.html?c=320

  19. Incorporating Energy Efficiency & Green Concepts • Recent HUD & EPA collaboration: “Enhancing Energy Efficiency and Green Building Design in Section 202 and Section 811 Programs” • Download report from: http://www.huduser.org/portal/publications/affhsg/enh_eng_eff_gbd.html • This report serves as a roadmap for sponsors/owners who are working to invest in conservation and green features that will make the Section 202 and Section 811 portfolios more efficient and sustainable over time.

  20. Significant Exhibit Changes Section 202 and 811 Exhibit 3 • Funding and service commitments must be included. • Land donations must include appraisal or tax assessment to document value. • Description of housing andservices experience for both sponsor and co-sponsor required.

  21. Exhibit Changes Section 202 and 811 Exhibit 3 • Provide a listing of all rental housing projects within the last 5 years • Describe how you will exceed Section 3 requirements with job creation/employment. Refer to General Section for detailed discussion http://portal.hud.gov/hudportal/HUD?src=/program_offices/fair_housing_equal_opp/section3/section3

  22. Exhibit Changes Section 202 and 811 Exhibit 4 • Describe category of elderly persons intended to serve (202 only) • Conduct a Rental Housing Survey and submit findings • See NOFA for survey requirements and website resources

  23. Exhibit Changes Section 202 and 811 Exhibit 4 • If schematic plans and outline specs completed • Submit a letter from licensed architect (See NOFA for further discussion) • Ifnon-capital advance permanent financing committed • Submit detail budget. See NOFA for further discussion

  24. Exhibit Changes Section 202 and 811 Exhibit 4 • Evidence status regarding compliance with local zoning and land use regulations • Evidence access to public utilities • Describe transit options and amenities

  25. Exhibit Changes Section 202 and 811 Exhibit 8 Must submit form 2530, Previous Participation Certification with application • Ensure high standards and minimize risk of loss to Department • Must be approved to be eligible for selection • Paper form, not APPS

  26. Rating Factor Changes Section 202 and 811 Green Development Firmly commit to fully utilizing one of the recognized green building standards • Refer to General Section of NOFA under the Sustainability Policy Priority for additional details • 4 Policy Priority points • 0 points if plan does not evidence understanding of necessary process to build to the identified standard If successful, certification is required

  27. Rating Factor Changes Section 202 and 811 Readiness • 6 points - have all discretionary approvals including design review • 4 points - have all discretionary approvals excluding design review • 2 points with only zoning review, however still need other discretionary approvals

  28. Program Outcome Logic Model Model PDF version is not acceptable. Must be submitted in the excel format as downloaded from Grants.gov Think Project Development timeline when completing the form Refer to General Section pgs 61-63 and 67-70

  29. Submitting an Application • No Application Kit • Download the General Section of the NOFA, the Program NOFA, and the applicable forms from… www.Grants.gov

  30. Application Process If no Internet Access you can order from HUD’s NOFA Information Center by calling: • (1-800) HUD-8929, or • (1-800) 877-8339 TTY Open between 10a.m. and 6:30 p.m.

  31. Application Process READ, READ & READ AGAIN • FY 2010 General Section of the NOFA • Program NOFA

  32. Application Process Technical Support Assistance • Call Grants.gov Customer Service 1-800-518-GRANTS (4726), or • E-mail to support@grants.gov The Customer Service Center is open 24 hours daily.

  33. Application Submission Deadline Section 202: June 1, 2011 Section 811: June 23, 2011

  34. Electronic Submission Must submit electronically (unless waiver approved for a paper copy)

  35. Electronic Submission Before an application can be submitted, you must complete the 5 sequential steps to Register. • Registration process can take approximately 2 to 4 weeks to complete

  36. Electronic Submission Refer to General Sectionfor Discussion on: • Grants.gov Application Processing Steps and Notification (pg51) • Timely Receipt Requirements and Proof that Requirements Are Met (pg52); and • Submission Tips (pg56)

  37. Electronic Submission Hints • Download application from Grants.gov only once • Submit applications as early as possible • HUD-96011 must be coversheet for all faxes

  38. Paper Applications (if a Waiver is Approved) • May submit paper copy of application if a waiver is submitted to and approved by the Assistant Secretary for Housing • Must Have a DUNS Number • Mail by US Postal Service is recommended, but any mail delivery service may be used • Hand delivered copies permitted

  39. Review of Applications • HUD Office will send you an Acknowledgment Letter • HUD screens each application for completeness and issues Curable Deficiency Letters

  40. Review of Applications Curable Deficiency Letter • 14 calendar days to respond from date of letter • Responses must be submitted directly to HUD via facsimile using the form HUD 96011 • only exception is if Waiver was received

  41. Review of Applications Technical Reject Letters • Appeal within 14 calendar days from date of HUD notification • Local HUD Office responds to appeal within 5 working days Unsolicited information will not be considered

  42. Rating and Ranking of Applications Approvable applications will be rated in accordance with the Rating Criteria as identified in NOFA.

  43. Selection Process Two Tiered • Hub • Headquarters

  44. Selection Process Hub Only approvable applications scoring 75 points or more are eligible for selection.

  45. Selection Process Hub Section 202 & Section 811 • Applications are placed in Hub-wide rank order • Applications are selected until there are no sufficient funds to select the next project for the number of units and dollars requested

  46. Selection Process Hub - Section 202 • Applications are ranked & selected separately for metro and non-metro areas • Can combine residual metro & non-metro funds • Can select next project in either area if there are sufficient funds

  47. Selection Process Hub – Section 811 811 applications are placed in Hub-wide rank order in 2 categories: Category A: Approvable applications with acceptable evidence of site control of all proposed Sites and all sites are approvable

  48. Selection Process Hub – Section 811 Category B: • Approvable applications with identified sites • Applications submitted with site control and evidence of site control but the sites are unacceptable • Applications with combination of sites under control and identified sites

  49. Selection Process Hub - Section 811 • Must select applications first from Category A • Can select next from Category B, if sufficient funds are available

  50. Selection Process Hub Section 202 & Section 811 • Hub Offices may use residual funds to fund next highest rated application by reducing units up to 10% rounded to nearest whole number if: • project remains feasible; • will not reduce projects of 5 or less units (2 units or less if group home); • an application was not skipped over based on remaining funds.

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