IHCDA 2015 CDBG OOR Application Webinar

REMINDERS! Please mute your phones by using *1 Type in questions during the webinar. There will also be a Q&A session at the end of the presentation.

Real Estate Production Staff Matt Rayburn, Chief Real Estate Development Officer Carmen Lethig, Director of Real Estate Production Dani Miller, Real Estate Coordinator Becky Richardson, Funds Management & Reporting Specialist Adrienne Schmetzer, Architectural Design and Construction Review Manager Regional Real Estate Production Analysts: Northwest: Kait Baffoe Northeast & Marion County: Katie Bannon Southwest: Chris Nevels Southeast: Drew Rosenbarger

ANALYST MAP

CDBG OOR ROUND DOCUMENTS All pertinent documents can be found on our website here: Partners website, Program Administrators tab on the left, Community Development Block Grant (CDBG) Relevant documents: 2015 CDBG OOR Application Forms 2015 CDBG OOR Application Policies and Procedures 2015 CDBG OOR Appendices Leverage Spreadsheet Leverage Spreadsheet Instructions

ELIGIBLE APPLICANTS CDBG Cities, towns, or counties that are located within Indiana but outside of CDBG entitlement communities. ‐ Refer to the CDBG Application Policies and Procedures for a complete listing of entitlement communities. ‐ Subrecipients Not-For-Profit 501 (c)3 or 501(c)4 corporations CHDO’s PHA’s Regional Planning Commissions Townships

ELIGIBLE APPLICANTS (CONT’D) CDBG Disaster OOR (CDBG-D) Not-for-profit 501(c)3 501(c)4 organizations Cities Towns Counties

PROGRAM REQUIREMENTS Owner-Occupied Repair (OOR) Beneficiary must: Own the property Be income eligible – annual income equal or less than 80% of Area Median Income ( 18_2014_Federal_Program_Income_and_Rent_Limits.pdf) 18_2014_Federal_Program_Income_and_Rent_Limits.pdf Execute Duplication of Benefits 24 CFR Part Inspections Completion of documented scope of work Upon completion of construction 2 Public Hearings 10% match requirement

PROGRAM REQUIREMENTS (CONT’D) Environmental Review Record (ERR) – Proof of Property Insurance Competitive Procurement Procedures Address Lead Based Paint (24 CFR Part 35) Uniformed Relocation Act (URA) Requirements Demonstrate action to affirmatively further fair housing Section 3 – if award is over $200,000 Recorded Lien and Restrictive Covenant Agreement Amount of CDBG or CDBG-D subsidy per unitAffordability Period Under $5,0001 year $5, $10, years Over $10, years

ELIGIBLE REPAIRS

SUBSIDY / AWARD LIMITATIONS Maximum Grant Request Amount: $350,000 per application Per Unit Subsidy: $25,000 maximum Program delivery + Administration + ER = Cannot exceed 20% of CDBG Award

2015 CDBG OOR UPDATES Changes to the application policy and forms from Round 2 Formatting. Threshold Checklist within Application Forms and Policy Clarified language regarding Religious and Faith- Based Organizations Clarified that the $25,000 per unit subsidy limit pertains to the rehab, construction, line item only. Relocation option has been taken out of the budget. If a project needs Relocation funding, they can submit a budget modification to do so. Environmental Review is due at application submission No new scoring documentation may be submitted after application submission.

2015 CDBG OOR UPDATES CONTINUED… Some changes to score: ‐ Overall maximum score from possible 108 down to 98 ‐ Threshold Minimum Score is 60 down from 70 Constituency Served- It is now possible to earn points for serving various AMI levels, previously points were only available for serving lower than 40% AMI. Points cannot be combined by serving different AMI levels, maximum of 8 points in this category Target Population: 10 points can be earned by serving 50%-100% of population 55 and older and/or disabled OR Families with Children. Again points cannot be combined in this category, 10 points is the maximum.

2015 CDBG OOR UPDATES CONTINUED… CHANGES TO CAPACITY SECTION: Trainings and Certifications: There is now a maximum of 10 points in this category. 1 point for each housing or community development related training, 2 points for owner occupied repair specific training, 2.5 points for specified certifications, and 5 points for the certifications listed within the application policy. If there is a training or certification that you believe is relevant, that has not made it onto our list, you must ask permission from your Regional Analyst BEFORE application submittal. Experience: Now looking specifically at Applicant experience in addition to sub- recipient or administrator experience. Overall IHCDA Award Performance of the Applicant: Now includes closed and current awards. Previously only closed awards. Timely Expenditure of Funds: Points will now be awarded to recipients who have finished previous awards by the original completion date- without asking for extensions. New Self Imposed Benckmarks added to Award Agreements

CHANGES IN APPLICATION FORMS If you check the box for Administrator- you must provide documentation that the Administrator was properly procured. Must select what action will be taken to affirmatively further fair housing. Threshold Checklist- will autofill when you answer all questions (even if N/A) in yellow boxes. Please provide IHCDA notes on this page if further explanation is necessary.

SCORING Scoring CategoryPossible Points Project Characteristics43 Readiness10 Capacity30 Financing10 Completeness Bonus5 Total Possible Points98 An application must score at least 60 points to be considered for funding. If an application meets all applicable requirements, it will be evaluated and scored based on the chart below. If there are multiple counties, the applicant should add up the scores from each county and average them, rounding to the nearest whole number. If the number is not a drop down option, please include the desired score and the explanation of why in the notes section next to the category. The Score Sheet requires applicants to self score. The maximum amount of points is listed at the bottom of each section.

Application Submission Via FTP Site

SUBMITTING THE APPLICATION The applicant must submit the following items to IHCDA’s Real Estate Department Coordinator: Via FTP site: ‐ One completed copy of the final application forms ‐ All supporting documents required in the tabs Via hard copy: ‐ One completed copy of the final application forms with original signatures All required application items are due no later than July 31 st at 5:00 p.m. Applications received after the deadline will be returned to the applicant via certified mail. Faxed applications will not be accepted. The hard copy of the final application forms should be sent to: Indiana Housing and Community Development Authority ATTN: Real Estate Department Coordinator RE: CDBG OOR Application 30 South Meridian Street, Suite 1000 Indianapolis, IN 46204

1. IHCDA WITH CONTACT INFO Dani Miller Include: Contact Name Applicant Name Preferred Password Project Name

2. IHCDA WILL ASSIGN YOU A USERNAME GIVEN IN A CONFIRMATION *If there is an issue, Do not reply to welcome .

3. CLICK ON THE LINK IN THE AND LOGIN USING YOUR USERNAME IN THE AND PASSWORD YOU SELECTED

4. YOUR INITIAL SCREEN SHOULD INCLUDE A FOLDER CREATED FOR YOU AT THE TOP OF THE SCREEN WITH THE PROJECT’S NAME

5. BEGIN TO UPLOAD FILES FOR YOUR APPLICATION BY CLICKING THE UPLOAD FILE BUTTON

6. CHECK THAT ALL OF THE APPLICATION DOCUMENTS HAVE BEEN UPLOADED AND EXIT

THANK YOU! Questions?