section 202/811 capital advance programs
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Section 202/811Capital Advance Programs
Section 202/811Capital Advance Programs
Basic Program RequirementsBasic Program Requirements
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Basic Program RequirementsBasic Program Requirements
Purpose of ProgramsPurpose of Programs
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Basic Program RequirementBasic Program Requirement
To expand the supply of To expand the supply of supportive housing for the supportive housing for the elderly and for persons with elderly and for persons with disabilities.disabilities.
To expand the supply of To expand the supply of supportive housing for the supportive housing for the elderly and for persons with elderly and for persons with disabilities.disabilities.
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Basic Program RequirementsBasic Program Requirements
What Funding Does HUDProvide?
What Funding Does HUDProvide?
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FY 2003 APPROPRIATIONSFY 2003 APPROPRIATIONS
• Section 202– $783,286,000
• $683,036,000 for new units, amendments and PRAC renewals
• $50 million for service coordinator & CHSP
• Section 202– $783,286,000
• $683,036,000 for new units, amendments and PRAC renewals
• $50 million for service coordinator & CHSP
FY 2003 APPROPRIATIONSFY 2003 APPROPRIATIONS
• Section 202 (cont’d)– $783,286,000
• $25 million for ALCP• $250,000 transferred to Working
Capital Fund• $25 million for Section 202
Predevelopment Grant
• Section 202 (cont’d)– $783,286,000
• $25 million for ALCP• $250,000 transferred to Working
Capital Fund• $25 million for Section 202
Predevelopment Grant
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FY 2003 AppropriationsFY 2003 Appropriations
• Section 811– $250,515,000
• 196,665,000 for new units, amendments, PRAC and tenant-based assistance renewals
• 53.6 million for tenant-based assistance
• $250,000 transferred to Working Capital Fund
• Section 811– $250,515,000
• 196,665,000 for new units, amendments, PRAC and tenant-based assistance renewals
• 53.6 million for tenant-based assistance
• $250,000 transferred to Working Capital Fund
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Section 202/811 AllocationsSection 202/811 Allocations
»202• $473.8 million/5,689 units
»811• $116.8 million/1,478 units
»202• $473.8 million/5,689 units
»811• $116.8 million/1,478 units
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HUD FundingHUD Funding
Types of funds–Capital Advance–Project Rental Assistance
Types of funds–Capital Advance–Project Rental Assistance
Funds reserved by formulaFunds reserved by formula
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Capital Advance FundsCapital Advance Funds
– Covers the cost of developing the Covers the cost of developing the housing.housing.
– Must be repaid if units are not made Must be repaid if units are not made available to very low income elderly available to very low income elderly (202 projects) or very low income (202 projects) or very low income persons with disabilities (811 projects) persons with disabilities (811 projects) for 40 years.for 40 years.
– Covers the cost of developing the Covers the cost of developing the housing.housing.
– Must be repaid if units are not made Must be repaid if units are not made available to very low income elderly available to very low income elderly (202 projects) or very low income (202 projects) or very low income persons with disabilities (811 projects) persons with disabilities (811 projects) for 40 years.for 40 years.
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Capital Advance Fund Reservation Formula
Capital Advance Fund Reservation Formula
• 202 projects and 811 projects (other than group homes)
– multiply approp develop cost limit (est based on unit size and elev or non-elev structure) by the no. of units of each size.
• 202 projects and 811 projects (other than group homes)
– multiply approp develop cost limit (est based on unit size and elev or non-elev structure) by the no. of units of each size.
Capital Advance Fund Reservation FormulaCapital Advance Fund Reservation Formula
• 202 projects and 811 projects (other than group homes)
• Ex. 20 unit elev. proj. (5 0BRs and 15 1 BRs)
–5 x $43,398 = $216,990–15 x $49,748 = $746,220 $963,210
• 202 projects and 811 projects (other than group homes)
• Ex. 20 unit elev. proj. (5 0BRs and 15 1 BRs)
–5 x $43,398 = $216,990–15 x $49,748 = $746,220 $963,210
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Capital Advance Fund Reservation Formula
Capital Advance Fund Reservation Formula
• 202 and 811 projects (other than group homes) (cont’d)– Multiply result ($963,210) by the high
cost factor for the area in which project will be located.
• Ex. $963,210 x 156% (HCP) for Any City, USA = $1,502,600 fund reservation (rounded down to nearest $100)
• 202 and 811 projects (other than group homes) (cont’d)– Multiply result ($963,210) by the high
cost factor for the area in which project will be located.
• Ex. $963,210 x 156% (HCP) for Any City, USA = $1,502,600 fund reservation (rounded down to nearest $100)
Capital Advance Fund Reservation FormulaCapital Advance Fund Reservation Formula
• 811 group homes by no. of BRs and the development cost limit for the population of project – (i.e., physically/developmentally
disabled or chronically mentally ill).
• 811 group homes by no. of BRs and the development cost limit for the population of project – (i.e., physically/developmentally
disabled or chronically mentally ill).
Project Rental AssistanceProject Rental Assistance
• The difference between approved operating expenses and tenant payments (30% of adjusted income)
• The initial term is 5 years.
• The difference between approved operating expenses and tenant payments (30% of adjusted income)
• The initial term is 5 years.
Project Rental AssistanceProject Rental Assistance
Restricted up to first year of occupancy by formula
- OCS x no. of revenue producing units or, if GH, # of residents with disabilities
Restricted up to first year of occupancy by formula
- OCS x no. of revenue producing units or, if GH, # of residents with disabilities
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Project Rental AssistanceProject Rental Assistance
Operating expenses can include:
– Service coordinator in 202 projects serving frail elderly
– Up to $15 per unit per month for services for frail elderly (202)
Operating expenses can include:
– Service coordinator in 202 projects serving frail elderly
– Up to $15 per unit per month for services for frail elderly (202)
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Basic Program RequirementsBasic Program Requirements
Sponsor’s Financial RequirementsSponsor’s Financial Requirements
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Sponsor’s Financial RequirementsSponsor’s Financial Requirements
Other costs not covered by capital Other costs not covered by capital advanceadvance
Other costs not covered by capital Other costs not covered by capital advanceadvance
Minimum capital investmentMinimum capital investment1/2 of 1% of the Capital Advance up to 1/2 of 1% of the Capital Advance up to maximum of $10,000($25,000 if 202 maximum of $10,000($25,000 if 202 national sponsor)national sponsor)
Minimum capital investmentMinimum capital investment1/2 of 1% of the Capital Advance up to 1/2 of 1% of the Capital Advance up to maximum of $10,000($25,000 if 202 maximum of $10,000($25,000 if 202 national sponsor)national sponsor)
Development costs exceeding original Development costs exceeding original reservationreservationDevelopment costs exceeding original Development costs exceeding original reservationreservation
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Basic Program RequirementsBasic Program Requirements
Who Can Apply?Who Can Apply?
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Sponsor (Applicant) Eligibility - Type of Organization
Sponsor (Applicant) Eligibility - Type of Organization
Section 202
• Private nonprofit
• Nonprofit Consumer Cooperative
• IRS tax exemption
• Public entity or instrumentality ineligible
Section 202
• Private nonprofit
• Nonprofit Consumer Cooperative
• IRS tax exemption
• Public entity or instrumentality ineligible
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Section 811
• Nonprofit with IRS tax exemption
under 501(c)(3)
• Public entity eligible if it has
501(c)(3)
Section 811
• Nonprofit with IRS tax exemption
under 501(c)(3)
• Public entity eligible if it has
501(c)(3)
Sponsor (Applicant) Eligibility - Type of
Organization
Sponsor (Applicant) Eligibility - Type of
Organization
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Sponsor Eligibility -Prohibited Relationships
Sponsor Eligibility -Prohibited Relationships
• Individual Board members & officers cannot:
– Provide services to sponsor/owner for a fee
– Hire certain family members as development team members
• Individual Board members & officers cannot:
– Provide services to sponsor/owner for a fee
– Hire certain family members as development team members
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Sponsor Eligibility -Prohibited Relationships
Sponsor Eligibility -Prohibited Relationships
• Individual Board members & officers also cannot:
– Have Identity or Conflict of Interest with other development team members, e. g.
Gen. Contractor Attorney Consultant Land SellerArchitect Management Agent
• Individual Board members & officers also cannot:
– Have Identity or Conflict of Interest with other development team members, e. g.
Gen. Contractor Attorney Consultant Land SellerArchitect Management Agent
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Sponsor Eligibility-Prohibited Relationships
Sponsor Eligibility-Prohibited Relationships
• Development team members
– Identities of Interest are prohibited between development team members
e.g., Seller of Land cannot have Identity of Interest with the General
Contractor
• Development team members
– Identities of Interest are prohibited between development team members
e.g., Seller of Land cannot have Identity of Interest with the General
Contractor
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Sponsor Eligibility-Permissible Relationship
Sponsor Eligibility-Permissible Relationship
• Sponsor or its Nonprofit Affiliate can be:
– Management Agent– Consultant; or – Service Provider
Note: No more than 2 paid officers/ directors from the Sponsor’s/Affiliate’s Board can be on the Owner’s Board & they must be non-voting
• Sponsor or its Nonprofit Affiliate can be:
– Management Agent– Consultant; or – Service Provider
Note: No more than 2 paid officers/ directors from the Sponsor’s/Affiliate’s Board can be on the Owner’s Board & they must be non-voting
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Sponsor Eligibility-Religious Bodies
Sponsor Eligibility-Religious Bodies
• Religious bodies are eligible
– Provided they submit required documentation including current IRS ruling
• Religious bodies are eligible
– Provided they submit required documentation including current IRS ruling
Sponsor Eligibility-Religious Bodies
Sponsor Eligibility-Religious Bodies
• If the project is selected
– Sponsor will form single asset Owner
– Owner cannot have any religious purposes
• If the project is selected
– Sponsor will form single asset Owner
– Owner cannot have any religious purposes
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Owner Eligibility -Type of Organization
Section 202
Owner Eligibility -Type of Organization
Section 202
• Single-purpose private nonprofit with IRS tax exemption under 501(c)(3) or 501(c)(4)
• Nonprofit Consumer Cooperative
• Single-purpose private nonprofit with IRS tax exemption under 501(c)(3) or 501(c)(4)
• Nonprofit Consumer Cooperative
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Owner Eligibility -Type of OrganizationSection 202(cont’d)
Owner Eligibility -Type of OrganizationSection 202(cont’d)
• For-profit limited partnership with a nonprofit as sole general partner
- Only permitted to develop a mixed-finance project for additional units
• For-profit limited partnership with a nonprofit as sole general partner
- Only permitted to develop a mixed-finance project for additional units
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Owner Eligibility -Type of Organization
Section 811
Owner Eligibility -Type of Organization
Section 811• Single-purpose nonprofit with
501(c)(3) tax exemption
• For-profit limited partnership with a nonprofit as sole general partner
• - Only permitted to develop a mixed- finance project for additional units
• Single-purpose nonprofit with 501(c)(3) tax exemption
• For-profit limited partnership with a nonprofit as sole general partner
• - Only permitted to develop a mixed- finance project for additional units
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Basic Program RequirementsBasic Program Requirements
Who are EligibleResidents?
Who are EligibleResidents?
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Eligible ResidentsEligible Residents
Section 202
• Very low income– 50% of median income for
applicable County & household size
• One family member must be 62 or older
Section 202
• Very low income– 50% of median income for
applicable County & household size
• One family member must be 62 or older
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Eligible ResidentsEligible Residents
Section 811
• Very low income– 50% median income for applicable
County & household size
Section 811
• Very low income– 50% median income for applicable
County & household size
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Eligible ResidentsEligible Residents
• Individual/family where one member is:
-18 years or older & has one or more of the following disabilities:
Chronic Mental IllnessPhysical DisabilityDevelopmental Disability
• Individual/family where one member is:
-18 years or older & has one or more of the following disabilities:
Chronic Mental IllnessPhysical DisabilityDevelopmental Disability
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Requests for Restricted Occupancy (Section 811)Requests for Restricted Occupancy (Section 811)
• Sponsors may request approval to restrict occupancy to:– a subcategory of the three main
disability categories
• Submit detailed justification in Exhibit 5(b) of Application
• Sponsors may request approval to restrict occupancy to:– a subcategory of the three main
disability categories
• Submit detailed justification in Exhibit 5(b) of Application
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Basic Program RequirementsBasic Program Requirements
What Methods of Development Are Eligible?
What Methods of Development Are Eligible?
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Development MethodsDevelopment Methods
Sections 202 and 811• New Construction
• Rehabilitation
• Acquisition with/without Rehabilitation
Sections 202 and 811• New Construction
• Rehabilitation
• Acquisition with/without Rehabilitation
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Basic Program RequirementsBasic Program Requirements
What types of Structures are Eligible?
What types of Structures are Eligible?
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Eligible Structure TypesEligible Structure Types
Section 202
• Independent Apartment units
Section 202
• Independent Apartment units
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Eligible Structure TypesEligible Structure Types
Section 811
• Independent Living Projects(ILPs) containing individual apartment units
• Condominium units• Group Homes
Section 811
• Independent Living Projects(ILPs) containing individual apartment units
• Condominium units• Group Homes
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Eligible Structure Types- Apartment Units-Tenant Unit Sizes
Eligible Structure Types- Apartment Units-Tenant Unit Sizes
Section 202
• Efficiencies & 1 Bedroom only
Section 202
• Efficiencies & 1 Bedroom only
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Eligible Structure Types- Apartment Units-Tenant Unit SizesEligible Structure Types-
Apartment Units-Tenant Unit Sizes
Section 811
• Any size, however– 3 Bedroom & larger units
must be occupied by families not unrelated individuals
Section 811
• Any size, however– 3 Bedroom & larger units
must be occupied by families not unrelated individuals
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Eligible Structure Types- Apartment Units (Sec. 202 & 811)
Eligible Structure Types- Apartment Units (Sec. 202 & 811)
– Maximum number of people per Section 811 ILP is 14 persons with disabilities (an exception may be requested)
– One unit for resident manager• Sec. 202-one or two bedroom unit• Sec. 811-ILP: one or two bedroom unit
– Maximum number of people per Section 811 ILP is 14 persons with disabilities (an exception may be requested)
– One unit for resident manager• Sec. 202-one or two bedroom unit• Sec. 811-ILP: one or two bedroom unit
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Eligible Structure Types- Condominium (Sec. 811 Only)Eligible Structure Types-
Condominium (Sec. 811 Only)
• Same as ILP units• Cannot purchase separate unit
for Resident Manager
• Same as ILP units• Cannot purchase separate unit
for Resident Manager
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Eligible Structure Types-Group Home (Sec. 811 Only)
Eligible Structure Types-Group Home (Sec. 811 Only)
• Each Group Home– Minimum of 2 & maximum of 6
persons with disabilities– Single or double occupancy
• Residents cannot be required to share a bedroom
• Each Group Home– Minimum of 2 & maximum of 6
persons with disabilities– Single or double occupancy
• Residents cannot be required to share a bedroom
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Eligible Structure Types- Group Home (Sec. 811 Only)
Eligible Structure Types- Group Home (Sec. 811 Only)
• One bedroom unit(apt.) for resident manager is permitted
• Two group homes cannot be located next to each other
• One bedroom unit(apt.) for resident manager is permitted
• Two group homes cannot be located next to each other
LAUREL GARDENSLAUREL GARDENS Colorado SpringsColorado Springs
LAUREL GARDENSLAUREL GARDENS Colorado SpringsColorado Springs
Front VestibuleFront VestibuleFront VestibuleFront Vestibule
Proud Resident With Her UnitProud Resident With Her UnitProud Resident With Her UnitProud Resident With Her Unit
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Basic Program RequirementsBasic Program Requirements
Ineligible FacilitiesIneligible Facilities
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Ineligible FacilitiesIneligible Facilities
• Nursing homes & medical facilities
• Sheltered workshops• Intermediate Care Facilities • Refinancing of Sponsor-owned
facilities without rehabilitation
• Nursing homes & medical facilities
• Sheltered workshops• Intermediate Care Facilities • Refinancing of Sponsor-owned
facilities without rehabilitation
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Basic Program RequirementsBasic Program Requirements
Ineligible AmenitiesIneligible Amenities
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Ineligible AmenitiesIneligible Amenities
• Jacuzzi, sauna, spa• Swimming pool• Bowling alley• Balcony, deck, dishwasher,
compactor, washer & dryer in individual units
• Atrium
• Jacuzzi, sauna, spa• Swimming pool• Bowling alley• Balcony, deck, dishwasher,
compactor, washer & dryer in individual units
• Atrium
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Basic Program RequirementsBasic Program Requirements
What Are the DesignStandards?
What Are the DesignStandards?
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Design StandardsDesign Standards
• HUD Minimum Property Standards• Local Codes• 202/811 Program Accessibility
Requirements utilizing UFAS
• Section 504 of Rehabilitation Act of 1973 & 24 CFR Part 8
• Fair Housing Act & 24 CFR Part 100
– New construction only
• HUD Minimum Property Standards• Local Codes• 202/811 Program Accessibility
Requirements utilizing UFAS
• Section 504 of Rehabilitation Act of 1973 & 24 CFR Part 8
• Fair Housing Act & 24 CFR Part 100
– New construction only
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Basic Program RequirementsBasic Program Requirements
Supportive ServicesSupportive Services
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Supportive ServicesSupportive Services
• Acceptance of Services cannot be a condition of occupancy.
• Funding:– 202: PRAC up to $15 per unit per
month & for svc coordinator in project serving primarily frail elderly.
– 811: from outside sources.
• Acceptance of Services cannot be a condition of occupancy.
• Funding:– 202: PRAC up to $15 per unit per
month & for svc coordinator in project serving primarily frail elderly.
– 811: from outside sources.
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Changes Applicable to both 202 and 811
Changes Applicable to both 202 and 811
• Applications should be mailed by the U.S. Postal Service, but not required
• Still no hand deliveries
• Minimum score raised from 70 to 75 points before bonus pts added
• Applications should be mailed by the U.S. Postal Service, but not required
• Still no hand deliveries
• Minimum score raised from 70 to 75 points before bonus pts added
Changes Applicable to both 202 and 811
Changes Applicable to both 202 and 811
• Entire application is Appendix A to the 811 NOFA and will also be available in a bound version.
• Entire application is Appendix A to the 811 NOFA and will also be available in a bound version.
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Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
• Form HUD-2530, Previous Participation Certification, must be included in application – Sponsors must receive clearance to be
selected. – It is a curable deficiency.
• Sponsors may submit application proposing mixed-financing but not mixed-use.
• Form HUD-2530, Previous Participation Certification, must be included in application – Sponsors must receive clearance to be
selected. – It is a curable deficiency.
• Sponsors may submit application proposing mixed-financing but not mixed-use.
Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
Organization of NOFA
– Info on # of units/projects that can be applied for is included under Application Unit/Project Limits under Program Requirements instead of under Eligibility
– Information on Phase I and II is described in “Sites” under Program Requirements
Organization of NOFA
– Info on # of units/projects that can be applied for is included under Application Unit/Project Limits under Program Requirements instead of under Eligibility
– Information on Phase I and II is described in “Sites” under Program Requirements
Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
Organization of NOFA
– “Program Requirements” includes a paragraph indicating that a commercial facility for the benefit of the residents may be located in project but cannot be funded through cap advance or PRAC
Organization of NOFA
– “Program Requirements” includes a paragraph indicating that a commercial facility for the benefit of the residents may be located in project but cannot be funded through cap advance or PRAC
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Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
Application Requirements
– Supportive Services Plan is a separate Exhibit – Exhibit 5
– Form HUD-424B is required which replaces Drug-Free Workplace (Form HUD-50070) and Certification Regarding Debarment and Suspension (Form HUD-2992)
Application Requirements
– Supportive Services Plan is a separate Exhibit – Exhibit 5
– Form HUD-424B is required which replaces Drug-Free Workplace (Form HUD-50070) and Certification Regarding Debarment and Suspension (Form HUD-2992)
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Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
Application Requirements
– Form HUD-424 now includes information previously in Certification of Payments to Influence Federal Transactions (Form HUD-50071)
Application Requirements
– Form HUD-424 now includes information previously in Certification of Payments to Influence Federal Transactions (Form HUD-50071)
Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
Application Requirements
– If project will involve demolition and/or rehab, Phase I must include Asbestos Report identifying location and condition of asbestos and certification that it will be abated
Application Requirements
– If project will involve demolition and/or rehab, Phase I must include Asbestos Report identifying location and condition of asbestos and certification that it will be abated
Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
Application Requirements
– If project will not involve demolition and/or abatement, Phase I must include certification to same.
Application Requirements
– If project will not involve demolition and/or abatement, Phase I must include certification to same.
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Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
Application Requirements
– A sample letter to be sent to the SHPO is provided as an Attachment 1 to application; signed copy and SHPO response, if any, must be included in your application
Application Requirements
– A sample letter to be sent to the SHPO is provided as an Attachment 1 to application; signed copy and SHPO response, if any, must be included in your application
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Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
Application Requirements
– Supplemental Guidance to Choosing an Environmentally Safe Site relative to environmental issues such as endangered species is Attachment 3 to application
Application Requirements
– Supplemental Guidance to Choosing an Environmentally Safe Site relative to environmental issues such as endangered species is Attachment 3 to application
Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
Application Requirements
– Project Development Timeline listing major dev. stages/dates to get project to initial closing within 18 months, completion and final closing
Application Requirements
– Project Development Timeline listing major dev. stages/dates to get project to initial closing within 18 months, completion and final closing
Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
Application Requirements
– Project Development Timeline requirement responds to a change in Rating Factor 5 which is now “Achieving Results and Program Evaluation” in order to support Department’s priorities for this FY.
Application Requirements
– Project Development Timeline requirement responds to a change in Rating Factor 5 which is now “Achieving Results and Program Evaluation” in order to support Department’s priorities for this FY.
Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
• Scoring Changes– Rating Factor 1
• Overall experience is raised to 15 pts.
• Experience in serving minorities and ties to the community, including the minority community, is divided into two criteria, worth 5 pts each.
• Scoring Changes– Rating Factor 1
• Overall experience is raised to 15 pts.
• Experience in serving minorities and ties to the community, including the minority community, is divided into two criteria, worth 5 pts each.
Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
• Scoring Changes– Rating Factor 1
• Pts deducted for delay in reaching initial closing are increased to 4 with a gradation in pts based on length of delay.
• 1 pt no longer provided if you are a grassroots organization.
• Scoring Changes– Rating Factor 1
• Pts deducted for delay in reaching initial closing are increased to 4 with a gradation in pts based on length of delay.
• 1 pt no longer provided if you are a grassroots organization.
Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
• In your description of how the project will promote energy efficiency, you should include any plans to use Energy Star labeled products and appliances.
• In your description of how the project will promote energy efficiency, you should include any plans to use Energy Star labeled products and appliances.
Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
Other Scoring Changes– Rating Factor 3
• Application will receive 1 point if you plan to incorporate visitability standards and universal design in development of project.
– Rating Factor 4 is reduced to 5 pts.
Other Scoring Changes– Rating Factor 3
• Application will receive 1 point if you plan to incorporate visitability standards and universal design in development of project.
– Rating Factor 4 is reduced to 5 pts.
Changes Applicable to Both 202 and 811
Changes Applicable to Both 202 and 811
Other Scoring Changes– Rating Factor 5
• Renamed “Achieving Results and Program Evaluation”
• No longer rated on your involvement in the community’s planning process
Other Scoring Changes– Rating Factor 5
• Renamed “Achieving Results and Program Evaluation”
• No longer rated on your involvement in the community’s planning process
99
Changes to the Section 202 Program Only
Changes to the Section 202 Program Only
• Allocation formula uses 2000 Census data and includes two data elements– # of elderly renter households of all
sizes age 65 and older paying more than 30% of incomes for gross rent
– # of elderly households age 60 and older living alone with incomes below poverty level
• Allocation formula uses 2000 Census data and includes two data elements– # of elderly renter households of all
sizes age 65 and older paying more than 30% of incomes for gross rent
– # of elderly households age 60 and older living alone with incomes below poverty level
Changes to the Section 202 Program Only
Changes to the Section 202 Program Only
• Scoring Changes– Rating Factor 3 increased to 45
pts.– Rating Factor 5
• Deleted criterion which provided 2 pts for your coordination efforts with other organizations.
• Scoring Changes– Rating Factor 3 increased to 45
pts.– Rating Factor 5
• Deleted criterion which provided 2 pts for your coordination efforts with other organizations.
101
Changes to the Section 811 Program Only
Changes to the Section 811 Program Only
• If you submit an application with site control for an independent living project you can, once again, request an exception to the 14 person project size limit.
• If you submit an application with site control for an independent living project you can, once again, request an exception to the 14 person project size limit.
102
Changes to the Section 811 Program Only
Changes to the Section 811 Program Only
• Added restriction under project size limits for an ILP – if you are placing an ILP on the
same or an adjacent site already containing housing for persons with disabilities, the total # of persons served (in existing and proposed project combined) cannot exceed 14.
• Added restriction under project size limits for an ILP – if you are placing an ILP on the
same or an adjacent site already containing housing for persons with disabilities, the total # of persons served (in existing and proposed project combined) cannot exceed 14.
103
Changes to the Section 811 Program Only
Changes to the Section 811 Program Only
• In a group home, only a one-bedroom unit can be provided for a resident manager.
• The allocation formula consists of one data element from the 2000 Census: the # of non-institutionalized persons age 16 to 64 with a disability.
• In a group home, only a one-bedroom unit can be provided for a resident manager.
• The allocation formula consists of one data element from the 2000 Census: the # of non-institutionalized persons age 16 to 64 with a disability.
Changes to the Section 811 Program Only
Changes to the Section 811 Program Only
Scoring Changes– Rating Factor 1 is increased to 30
pts• Due to the increase to 75 pts for
selection eligibility, the two criteria relative to integrated housing have been combined into one and there will be a gradation of up to 5 pts based on whether the Sponsor has experience and/or the project qualifies as integrated housing.
Scoring Changes– Rating Factor 1 is increased to 30
pts• Due to the increase to 75 pts for
selection eligibility, the two criteria relative to integrated housing have been combined into one and there will be a gradation of up to 5 pts based on whether the Sponsor has experience and/or the project qualifies as integrated housing.
Changes to the Section 811 Program Only
Changes to the Section 811 Program Only
Scoring ChangesUnder Rating Factor 5 the two criteria with respect to the project implementing practical solutions and providing activities to improve computer access, literacy and employment opportunities have been combined and the new criterion is worth 2 points.
Scoring ChangesUnder Rating Factor 5 the two criteria with respect to the project implementing practical solutions and providing activities to improve computer access, literacy and employment opportunities have been combined and the new criterion is worth 2 points.
106
Changes to the Section 811 Program Only
Changes to the Section 811 Program Only
• Scoring Changes– Rating Factor 3, Soundness of
Approach, is increased to 40 pts.• Site Approvability is increased to 10
pts.• Site promoting greater choice for
minorities is increased to 10 pts.
• Scoring Changes– Rating Factor 3, Soundness of
Approach, is increased to 40 pts.• Site Approvability is increased to 10
pts.• Site promoting greater choice for
minorities is increased to 10 pts.
107
Changes to the Section 811 Program Only
Changes to the Section 811 Program Only
• Scoring Changes
• Involvement of persons with disabilities in development of application and coordination of application with other organizations have been shifted from Rating Factor 5 to Rating Factor 3.
• Scoring Changes
• Involvement of persons with disabilities in development of application and coordination of application with other organizations have been shifted from Rating Factor 5 to Rating Factor 3.
108
Changes to the Section 811 Program Only
Changes to the Section 811 Program Only
• Scoring Changes– Rating Factor 3
• The two criteria for project design have been combined for a total of 4 pts.
- Rating Factor 5- The two rating criteria with respect to the
project implementing practical solutions and providing activities to improve computer access, literacy, etc. have been combined for a total of 2 pts.
• Scoring Changes– Rating Factor 3
• The two criteria for project design have been combined for a total of 4 pts.
- Rating Factor 5- The two rating criteria with respect to the
project implementing practical solutions and providing activities to improve computer access, literacy, etc. have been combined for a total of 2 pts.
88
Section 202/811 Capital Advance Program
Section 202/811 Capital Advance Program
NOFA ProcessNOFA Process
89
Application Application
• Order from: (800)HUD-8929
OR (800)HUD-2209 TTY
Download from WEB www.HUD.gov
• Order from: (800)HUD-8929
OR (800)HUD-2209 TTY
Download from WEB www.HUD.gov
90
Section 202/811 Capital Advance Program
Section 202/811 Capital Advance Program
FY 2003 NOFAFY 2003 NOFAFY 2003 NOFAFY 2003 NOFA
91
Submission DeadlineSubmission Deadline
• June 13, 2003
– Mail to applicable Multifamily Program Center (see listing in Appendix B to 811 NOFA)
– Projects in the areas of :• Wash., DC mail to HUD Baltimore Ofc • Cincinnati, OH mail to HUD Columbus Ofc• Sacramento, CA mail to HUD San Fran. Ofc• Grand Rapids, MI mail to HUD Detroit Ofc
• June 13, 2003
– Mail to applicable Multifamily Program Center (see listing in Appendix B to 811 NOFA)
– Projects in the areas of :• Wash., DC mail to HUD Baltimore Ofc • Cincinnati, OH mail to HUD Columbus Ofc• Sacramento, CA mail to HUD San Fran. Ofc• Grand Rapids, MI mail to HUD Detroit Ofc
92
Method of Submission Method of Submission
• Should mail applications by US Postal Service
• HUD CANNOT accept hand delivered applications
• Should mail applications by US Postal Service
• HUD CANNOT accept hand delivered applications
94
Method of Submission (cont’d)
Method of Submission (cont’d)
• US Postal Service Mail
– Postmarked on or before midnight of deadline &
– Received in HUD office within 15 days of due date
– Proof of mailing by deadline required
• Must have a Certificate of Mailing (USPS Form 3817) as proof of timely mailing
• US Postal Service Mail
– Postmarked on or before midnight of deadline &
– Received in HUD office within 15 days of due date
– Proof of mailing by deadline required
• Must have a Certificate of Mailing (USPS Form 3817) as proof of timely mailing
96
NOFANOFA
Staff RolesStaff Roles
97
Role of HUD StaffRole of HUD Staff
• Between SuperNOFA publication & deadline
– Will conduct workshops
– Will provide general program guidance
– Cannot assist in preparation of application
• Between SuperNOFA publication & deadline
– Will conduct workshops
– Will provide general program guidance
– Cannot assist in preparation of application
98
Role of HUD StaffRole of HUD Staff
• Between deadline & release of selections– Will request information
• to clarify• to correct curable deficiency
– Will not request information to improve quality of Exhibits affecting rating
• Between deadline & release of selections– Will request information
• to clarify• to correct curable deficiency
– Will not request information to improve quality of Exhibits affecting rating
Role of HUD StaffRole of HUD Staff
• Will not consider unsolicited information
• Will not provide information on status of application
• Except those that have been rejected on a technical basis
• Will not consider unsolicited information
• Will not provide information on status of application
• Except those that have been rejected on a technical basis
100
Role of SponsorRole of Sponsor
• You should ensure representatives are available to respond to requests for information
• You should ensure representatives are available to respond to requests for information
101
Review of ApplicationsReview of Applications
• Schedule– June 13, 2003 Application
Deadline Date– HUD Office will send you an
Acknowledgment Letter– HUD screens each application for
completeness and issues Curable Deficiency Letters by June 23, 2003
• Schedule– June 13, 2003 Application
Deadline Date– HUD Office will send you an
Acknowledgment Letter– HUD screens each application for
completeness and issues Curable Deficiency Letters by June 23, 2003
102
Review of Applications (cont’d)
Review of Applications (cont’d)
– Curable Deficiency letter• Missing or incomplete Exhibits that do
not affect rating
• 14 calendar days to respond
• Will Fax if Fax number provided in Exhibit 1
– Curable Deficiency letter• Missing or incomplete Exhibits that do
not affect rating
• 14 calendar days to respond
• Will Fax if Fax number provided in Exhibit 1
103
List of Curable Deficiencies
(Exhibits identified by an asterisk (*) must be dated on or before the application
deadline date.)
List of Curable Deficiencies
(Exhibits identified by an asterisk (*) must be dated on or before the application
deadline date.)Exhibits
(1) Form 92015-CA or 92016- CA * (Application form)
(2)(a) Articles of Incorporation*(2)(b) By-laws*(2)(c) IRS tax exemption ruling*
Exhibits
(1) Form 92015-CA or 92016- CA * (Application form)
(2)(a) Articles of Incorporation*(2)(b) By-laws*(2)(c) IRS tax exemption ruling*
104
Curable Deficiencies (cont’d)
Curable Deficiencies (cont’d)
• (4)(c)(ii) Energy efficiency• (4)(d)(i) Evidence of site control (202 Only)• (4)(d)(ii) Evidence site is free
of limitations, restrictions,
or reverters (202 Only)
• (4)(c)(ii) Energy efficiency• (4)(d)(i) Evidence of site control (202 Only)• (4)(d)(ii) Evidence site is free
of limitations, restrictions,
or reverters (202 Only)
105
Curable Deficiencies (cont’d)
Curable Deficiencies (cont’d)
(4)(d)(vi) Phase I Environmental Site Assessment (202 Only)
(4)(d)(vii) SHPO Letter
(4)(d)(viii) Seek Alternate Site (811 Only)
(4)(d)(vi) Phase I Environmental Site Assessment (202 Only)
(4)(d)(vii) SHPO Letter
(4)(d)(viii) Seek Alternate Site (811 Only)
106
Curable Deficiencies (cont’d)
Curable Deficiencies (cont’d)
(5) Supportive Svcs Plan (811 Only)(7) Relocation(8) (a) Form HUD-424, Appl. For Fed.
Assistance (incl. Compliancewith EO 12372 & info onDelinquent Federal Debt)
(b) SF-LLL, Disclosure of LobbyingActivities (if applicable)
(c) Form 424B, Applicant Assurances and Certifications
(5) Supportive Svcs Plan (811 Only)(7) Relocation(8) (a) Form HUD-424, Appl. For Fed.
Assistance (incl. Compliancewith EO 12372 & info onDelinquent Federal Debt)
(b) SF-LLL, Disclosure of LobbyingActivities (if applicable)
(c) Form 424B, Applicant Assurances and Certifications
107
Curable Deficiencies (cont’d)
Curable Deficiencies (cont’d)
8(d) Form HUD-2880, Appl/Recipient
Disclosure/Update Report
(e) Form HUD-2991, Cert. of
Consistency with Consolidated Plan
8(d) Form HUD-2880, Appl/Recipient
Disclosure/Update Report
(e) Form HUD-2991, Cert. of
Consistency with Consolidated Plan
108
Curable Deficiencies (cont’d)
Curable Deficiencies (cont’d)
8 (f) Form HUD-92041, Conflict of Interest Resolution
(g) Form HUD-92042, Resolution for Commitment to Project*
(i) Form HUD-2530, Previous Participation Certification
8 (f) Form HUD-92041, Conflict of Interest Resolution
(g) Form HUD-92042, Resolution for Commitment to Project*
(i) Form HUD-2530, Previous Participation Certification
109
Curable Deficiencies (cont’d)
Curable Deficiencies (cont’d)
Section 811 Only
8 (j) Form HUD-92043, Supportive Services Certification
Section 811 Only
8 (j) Form HUD-92043, Supportive Services Certification
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