Transcript Enterprise Community Partners

2015
REQUEST Partners
Enterprise
Community
Title
Date
FOR
LETTERS OF INTEREST
Overview
for prospective applicants
Agenda
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Welcome and Introduction
Purpose of the Webinar
About Enterprise Community Partners
About the Program
Overview and Program Areas
Requirements and Application Overview
Scoring Criteria and Awards Timeline
Questions
Purpose of this Webinar
 Provide an overview of the program, the
application, and its requirements.
 Highlight key aspects of the program and process.
Note: The content included in this webinar is only intended to
summarize the contents of the Request for Letters of Interest (RLOI).
Any content within this presentation that appears discrepant from the
language in the RLOI is superseded by the language in the RLOI. All
Applicants are strongly encouraged to carefully read the RLOI
guidelines and adhere to them.
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About Enterprise Community Partners
For more than 30 years, Enterprise has introduced solutions through public-private
partnerships with financial institutions, governments, community organizations
and other partners that share our vision that one day, every person will have an
affordable home in a vibrant community, filled with promise and the opportunity
for a good life.
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About the Program
This funding is made available through the U.S. Department of Housing
and Urban Development (HUD) Section 4 Capacity Building for
Community Development Program.
The purpose of the Section 4 Program is to enhance the technical and administrative
capabilities of:
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Community Development Corporations (CDCs)
Community Housing Development Organizations (CHDOs)
…to carry out community development and affordable housing activities.
Applicants must meet all Section 4 program requirements in addition to
requirements specific to this RLOI.
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About the Program
 Applicants MUST:
 Read the entire RLOI document.
 Read the Attachment corresponding to the
Geographic Area(s) to which the organization will
be applying.
*Please note, any amendments to the LOI will be posted on the
Enterprise website. Applicants may sign up to receive email
notifications if changes are made.
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About the Program
This RLOI includes the following common funding
areas:
 Building Sustainable Organizations and Preserving
Real Estate Portfolios
 Equitable Transit-Oriented Development
 Green Communities
 Health and Housing
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About the Program
 Other programs as detailed in the Geographic
Priorities Attachments.
 Funding is available in 16 Geographic areas.
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About the Program
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Attachment 1:
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Attachment 16:
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Boston
Denver
Detroit
Gulf Coast
Illinois
Mid-Atlantic
Minnesota
New York
Northern California
Ohio
Pacific Northwest
Pennsylvania
Southeast
Southern California
Vermont
Rural and Native American Communities
About the LOI Process
 Organizations MUST submit a Cover Page and a Letter of
Interest.
 Organizations may ONLY submit ONE Cover Page and ONE
Letter of Interest in each Geography of Interest.
 Organizations may submit in multiple Geographies of
Interest.
 Proposed projects may fall within a single funding area or
incorporate elements of multiple funding areas.
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About the LOI Process
 Each LOI may propose up to two projects for funding consideration, where a
project consists of a coherent set of closely interrelated activities.
Examples:
 Eligible - Request for predevelopment support for a project to be built in a transit corridor
as defined in the program overview. (One project addressing a single funding area)
 Eligible – Request for predevelopment support in the area of integrative design for a
project to be built to 2015 Enterprise Green Community standards, in a transit corridor as
defined in the program overview. (One project addressing two funding areas)
 Eligible - Request for predevelopment support in the area of integrative design for a
project to be built to 2015 Enterprise Green Community standards, in a transit corridor as
defined in the program overview AND request for funding to support portfolio-wide
improvements in asset management (Two projects, the first addressing two funding areas
and the second addressing one funding area)
 Not eligible – Request for predevelopment support for a TOD project AND request for
predevelopment support in the area of integrative design for a different project AND
request for funding to support portfolio-wide improvements in asset management (Three
projects)
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LOI Scoring Criteria
Threshold Requirement
 Program activities must address the needs of low income families (defined as a
single person who may be elderly, displaced, disabled, near elderly, or any other
single person OR a group of persons residing together) or households (any
persons occupying a housing unit) required under the Section 4 programs (low
income defined as 80 % AMI or lower). Please refer to 24 CFR 5.403 for
additional information.
Criteria
 Proposed program aligns with Enterprise Funding Priorities (35 points)
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Impact (30 points)
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Capacity of the applicant and relevant organizational experience (35 points)
Note: Letters of Interest must score 70 pts or higher to be
considered to be invited to submit a Full Application.
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Selection Process
 Selected organizations will receive an invitation to
submit a Full Application.
 Organizations MUST submit a Cover Page and Letter
of Interest in order to be considered to submit a
Full Application.
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Requirements of the Program
Organizational Eligibility
 Organization type
 Community Housing Development Organizations
(CHDOs);
 Community Development Corporations (CDCs) as defined
by the HUD Section 4 program definition;
 or are organizations serving Native American
Populations with a defined mission that includes
affordable housing.
See Appendix A for details on eligibility requirements.
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Requirements of the Program
D&B Universal Numbering System (DUNS)
 Free Service
 Must register and maintain DUNS number.
 http://fedgov.dnb.com/webform
System for Award Management (SAM)
 Free registration
 Federal website that replaces Central Contractor Registration (CCR)
and Excluded Parties List System (EPLS)
 Must register and maintain active account during period of
performance of award.
 http://www.sam.gov
See Appendix B for details on DUNS and SAM
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Requirements of the Program
Common Examples of Eligible CDC/CHDO Capacity Building
Activities include:
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CDC/CHDO Staff Salaries
Bookkeeping Services
Organizational Development or Program Consultants
CDC/CHDO Staff or Board Training
Computer Software/Hardware
Architectural or Engineering Services
Environmental Reviews
Other Professional Services required to plan a project
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Requirements of the Program
Examples of unallowable costs include:
 Expenses for new lines of business or start-up costs, including staff and
consultant fees
 Fundraising activities
 Conference and travel costs
 Entertainment costs, including food
 Contingency reserves
 Other costs pursuant to program or regulatory requirements
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Requirements of the Program
Working with Consultants
CDCs and CHDOs may use Section 4 funds to retain services of outside
experts to provide capacity building services. Typical services include:
 Develop and provide training.
 Collect and document best practices in affordable housing and
community development.
*Activities cannot include fundraising or advocacy work.
See Appendix D for more information on hiring consultants.
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Requirements of the Program
Working with Consultants cont’d
Rates consultants may be paid:
 Consultants must charge rates that are consistent with rates charged on
their other contracts/agreements.
If indirect costs are included in the rate, the consultant must have:
 Indirect Cost Rate Agreement (approved by federal government agency), or
 A de minimis indirect cost rate of 10% of modified total direct costs.
See Appendix D for more information on hiring consultants
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Match Information
Match
For every Section 4 dollar received, Enterprise must identify
private match in an amount of 3:1.
Enterprise is requesting Grantees assist with meeting this match requirement.
Match under this program is:
 Private
 Verifiable from recipient’s records
 Not included as contributions for any other federally-assisted project or program
 Allowable under applicable cost principles
Must be certified and submit backup documentation verifying receipt of match sources
See Appendix C for more information on Match
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Match Information
Examples of Acceptable Match
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Donations from Individuals (copies of checks);
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Foundation and corporate grants (copy of check or award letter);
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Line of credit, to the extent funds have been drawn (copy of loan agreement
AND bank statement or wire receipts); and
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Other operational revenues as they relate to the grantee’s or borrowers
scope of work, such as tenant rents (rent rolls that differentiate tenant
portion and subsidy).
Additional documentation may be required as is necessary to demonstrate to the
satisfaction of Enterprise and HUD that match sources are private and relate to
work plan activities.
See Appendix C for more information on Match
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Submission of Letters of Interest
All Cover Pages and Letters of Interest must be
submitted ELECTRONICALLY by April 8, 2015 at
11:59pm Eastern to: [email protected]
Applicants must list the geographic area which
they are applying under in the subject line of the
email submission.
Note: Hard copies of proposal or application
materials will not be accepted.
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Timeline
IMPORTANT DATES
LOI Issue Date:
Informational Webinar on Letters of Interest:
Informational Webinar on Letters of Interest:
Submission Deadline for Letters of Interest:
Informational Webinar on Full Applications:
Submission Deadline for Full Applications:
Expected Date for Selection Notifications:
Expected Timeframe for Executed Awards:
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March 11, 2015
March 18, 2015
March 26, 2015
April 8, 2015
May 21, 2015
June 15, 2015
August 3, 2015
October 2, 2015
QUESTIONS?
Additional questions should be sent via email
to [email protected]
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