THE ILLINOIS AFFORDABLE HOUSING TRUST FUND PROGRAM



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Affordable Housing Trust Fund

Home Modification Program

For the Elderly and Persons with Disabilities

2010 APPLICATION

Gloria Materre TERRY nEWMAN

EXECUTIVE DIRECTOR CHAIRMAN OF THE BOARD

STATE OF ILLINOIS, ILLINOIS HOUSING DEVELOPMENT AUTHORITY

401 NORTH MICHIGAN AVENUE, SUITE 700, CHICAGO, ILLINOIS 60611

(312) 836-5200 TDD (312) 836-5222



Illinois Housing Development Authority

Affordable Housing Trust Fund

Home Modification Program

One Year Application

2010 Program Year

APPLICATION GUIDELINES

Application deadline date: July 21st, 2010 5:00 p.m.

Applicants must submit the original application, exhibits and copy of application fee of $250 to:

Illinois Housing Development Authority

Jan van der Woerd

Home Modification Program

401 N Michigan Avenue

Suite 700

Chicago, IL 60611

An application fee of $250 in the form of a check made payable to the Illinois Housing Development Authority must be mailed directly to:

Illinois Housing Development Authority

P.O. Box 93397

Chicago, Illinois 60673

Applications received without payment will not be processed.

Program Description:

The Illinois Housing Development Authority (“IHDA”) will make funds available through its Affordable Housing Trust Fund to eligible applicant organizations for providing home modification repairs and improvements to housing owned or occupied by income-eligible elderly persons and persons with disabilities. The overall goals of this program are:

▪ To prioritize use of such funds to:

­ Prevent unnecessary institutionalization of elderly persons and persons with disabilities by funding such repairs in existing housing, thereby allowing clients to age or remain in place by making their existing housing more accessible;

­ End unnecessary institutionalization of elderly persons and persons with disabilities by funding repairs in existing housing that is owned, rented, or will be rented by a person seeking to leave an institutional setting. Home Modification Grantees are encouraged to combine Home Modification funds with funding from community reintegration, home service, enhanced transition and community care programs;

▪ To encourage partnerships of housing and service agencies to affect a more viable and accessible living environment for the elderly and persons with disabilities; and

▪ To make such assistance available to clients through a broader geographic distribution than provided by existing programs;

Eligible Applicants:

Public (local government) agencies and non-profit organizations are eligible to apply, provided the applicant either meets the qualifications listed below and/or agrees to partner with appropriate, identified entities that meet these qualifications:

▪ Experience in operating service programs for low-income elderly persons and/or low-income persons with disabilities, including case management and income verifications;

▪ Experience in administering housing rehabilitation, including grant and financial management;

▪ Experience in construction project management and assessment, including housing inspections, work write-ups, cost estimating, building permits, code enforcement, and related local government procedures;

▪ Familiarity with Federal and State fair housing and accessibility laws and regulations; and

▪ Familiarity with and ability to research and leverage other available/possible funding sources for housing repair and home modification activities.

While applications serving both priority populations (persons with disabilities and the elderly) will be given priority, IHDA will accept applications proposing to serve only one (elderly or disabilities) of these populations. Applicants proposing to serve both targeted populations within their applications will be expected to make reasonable efforts to serve these populations equally, should their application receive funding.

All clients referred for home modifications MUST COME from an agency that is funded by either the Illinois Department on Aging or the Illinois Department of Human Services directly or through an intermediary organization.

Eligible Recipients:

All program clients (head of household or household member) must either be an elderly person or an individual with a disability, as defined below:

▪ ”Elderly person” is defined as a person sixty (60) years of age or older

▪ ”Disability” is defined as a physical and/or mental impairment which substantially limits one or more of a person’s major life activities. “Major life activities” are activities that an average person can perform with little or no difficulty. Examples include but are not limited to: walking, seeing, speaking, hearing, breathing, learning, performing manual tasks, caring for oneself, and working. “Substantially limits” refers to the ability to perform an activity as compared to an average person in the general population. Three factors in determining “substantially limits” include: its nature and severity; how long it will last or is expected to last; and its permanent or long-term impact or expected impact.

All program participants must have household incomes not exceeding 50% of the area’s median income, based on family size, as that income is determined under the Trust Fund. Preference is to be given to households at 30% or below the area’s median income. Current IHDA income limits can we found online at .

Being an elderly person or a person with a disability as a stand alone characteristic does not qualify the person as eligible under this program. The client must also have an identified need for a modification due to age or disability. The need for modification must be documented and modifications must be necessary in order for the recipient to occupy or continue to occupy the property. Any immediate risks to the health and safety of the occupants must be rectified as part of the rehabilitation work.

Home Modification Grantees are encouraged to outreach to agencies engaged in transitioning persons who are unnecessarily institutionalized due to age or disability. Modifications made to homes owned, rented, or to be rented by individuals seeking to leave the institutional setting are eligible costs under IHDA’s Home Modification Program.

Again, all client referrals to/with local administering agencies are to come from an IDHS- or IDoA-funded services provider agency, to assist in streamlining client qualifications for the program and ensure that elderly persons and persons with a disability are provided access to the full range of services available to them.

All records concerning recipients are subject to federal and State confidentiality laws.

Eligible Properties:

Both owner-occupied and renter-occupied properties are eligible for participation in the program, provided that each must be an existing residential property which is independent, privately owned and non-institutional. The owner or renter of the housing to be modified must be income-eligible and the owner of the property must agree to IHDA’s recapture provisions. The primary reason for inclusion of any property in this program must be modifications needed due to age or disability. Any immediate risks to the health and safety of the occupants must also be rectified as part of the modification work. The need for modification must be documented by the work write-up and cost estimate prepared by or for the administering agency/project sponsor.

Eligible Geographic Areas:

IHDA will accept applications from eligible applicant organizations representing any communities or geographic areas of the State of the Illinois.

Funding Availability:

IHDA will make funds available in 2010 to fund this program. Per agency, the minimum grant will be $50,000 and the maximum grant will be $300,000. The maximum limit can be waived at IHDA’s discretion. IHDA also reserves the right to reduce or adjust any applicant’s original funding request amount.

▪ The maximum IHDA funds per home will be $15,000.

▪ If local conditions warrant (i.e. high local costs, expected high accessibility costs due to the nature of the housing stock, metropolitan area), the applicant may request a waiver to increase the maximum IHDA funds per home to $25,000. The need for the increased funds per unit must be justified in the application.

▪ For homeowners: The forgivable loan to the homeowner is subject to a 5-year recorded recapture agreement. The principal amount of the loan will be forgiven on a monthly basis. However, the balance will be due upon sale, transfer of the property, or cash out refinance if such an event occurs during the five year recapture period.

▪ For rental properties: The forgivable loan to the property owners is subject to a 5-year recorded recapture agreement. The principal amount of the loan will be forgiven on a monthly basis. The owner must agree to rent the property to income eligible elderly or disabled tenants for 5 years. However, the balance will be due should the owner fail to adhere to the restrictions laid out in the agreement.

Eligible Uses of Funds:

▪ Modifications funded and performed under this program must comply with all local code, permitting, and inspection requirements. All projects also must be reviewed and approved by the Illinois Historic Preservation Agency prior to work beginning.

▪ All accessibility modifications which are provided/installed/performed must each meet the standards established by the Environmental Barriers Act, 410 ILCS 25/1 et seq., as amended, and the Illinois Accessibility Code, 71 Ill. Adm. Code 400 et seq., as amended.

▪ Any immediate risks to the health and safety of the occupants must be rectified as part of the modification work. These repairs for health and safety must meet either HUD Section 8 Housing Quality Standards or the local building code. Smoke alarms and carbon monoxide detectors must be installed and functioning in all funded properties as called for by Public Act 094-0741.

▪ Grant funds may be used for project delivery costs, including work-write-ups and cost estimates, inspections, and permits (the latter only when not included in the contractor’s overhead costs), but such costs may not exceed 15% of the hard and soft costs for each property. Per unit cost limits include all project delivery costs.

▪ Funds may also be used for the grantee’s general administration costs, but such costs may not exceed 7% of the grantee’s award amount. In addition, administrative funds will only be funded in a percentage equal to the amount of project funds disbursed. Per unit cost limits do not include administrative costs. All applicants will be required to provide a detailed administrative budget as part of the program application.

▪ IHDA will allow up to 5% of grantee’s award (excluding general administration costs) for costs incurred on modifications that fail to be completed due to the death or permanent hospitalization of the owner or renter during the modification process. Evidence of death or hospitalization must be documented in payout request to IHDA. Grantees will not be eligible to collect project delivery in these cases.

Outreach:

Use of the Home Modification Program to further the efforts of programs seeking to help persons receiving institutional care to leave those settings and access home- and community-based housing and services is highly encouraged. Grantees are strongly encouraged to outreach to agencies operating community reintegration, home service, enhanced transition and community care programs. One such program is Money Follows the Person (MFP). Illinois’ MFP demonstration project is a five-year federal Centers for Medicare and Medicaid Services award led by the Illinois Department of Healthcare and Family Services, the state Medicaid agency. Additional state partners include the Illinois Department on Aging, the Illinois Department of Human Services, and the Illinois Housing Development Authority. MFP supports states creating systems and services to transition long-stay Medicaid-eligible persons residing in institutional settings to appropriate home and community-based settings in order to rebalance the state’s overall long-term care system.

Money Follows the Person and other reintegration programs are administered by local Centers for Independent Living (CIL) and Area Agencies on Aging (AAA), as well as local mental health and developmental disabilities services providers. IHDA encourages grantees to reach out to these agencies and include consumers seeking to leave institutional settings utilizing one of these programs into their proposed Home Modification program. To find your local CIL, visit and select “Center Locations.” To find your local AAA, visit state.il.us/aging and select “Illinois Area Agencies on Aging.”

Review Process:

IHDA will be responsible for reviewing all applications to ensure compliance with program guidelines and the requirements of the Illinois Affordable Housing Act and IHDA’s administrative rules under that Act. IDHS and IDoA will participate in the application review process by evaluating the capacity of their service provider agencies, and provide any relevant market information about areas with the highest need for home modification funding based on existing related programs and other program activities.

IHDA will try to achieve an equitable geographic distribution of funds among qualified applicants. IHDA will also give preference to those applications where both elderly and persons with disabilities are to be served, with IHDA’s overall goal being to award the available funds equitably (50/50) between these two populations.

The review period will begin after the application due date. IHDA staff will present a funding recommendation to the Trust Fund Advisory Commission (anticipated September 2010) and the IHDA Board of Directors (anticipated October 2010). The IHDA Board of Directors has final approval authority over all funding awards.

Scoring Criteria:

Applicants should be in good standing with the Illinois Housing Development Authority, Illinois Department of Human Services, and Illinois Department on Aging. Serious delinquencies in reporting, repayments or other requirements within existing programs may result in the disqualification of an application. The review process will take the following items into consideration in order to fund the best possible applications [point scale = 90]:

▪ Referral relationships – [No Points Awarded – Threshold Criteria]:

Does the applicant identify a referral agency for at least one of the targeted populations?

Does the application include evidence of a relationship with each referral agency (I.e., letters of support, MOUs, etc.)?

Does the applicant propose to serve both elderly persons and persons with a disability?

Is one referral agency funded by the Illinois Department on Aging?

Is one referral agency funded by the Illinois Department of Human Services?

[Zero points are assessed to this criterion because it is a base requirement of the program – if a relationship with a referral agency does not exist, the applicant will not be funded]

▪ Previous IHDA Grant Management Experience [15 Point Maximum]

▪ Construction Management Experience [20 Point Maximum]

▪ Intake Management Experience [5 Point Maximum]

▪ Accessibility Experience [10 Point Maximum]

▪ Need / Demand [10 Point Maximum]

▪ Geographic Distribution [10 Point Maximum]

Will this applicant help the IHDA achieve geographic distribution of the funds for this program?

▪ Demonstrated Experience with Reintegration / Deinstitutionalization [5 Point Maximum]

▪ Community Support [5 Point Maximum]

▪ Program Design [10 Point Maximum]

Deadline for Applications:

The application deadline is July 21st, 2010. Applications and instructions will be available on IHDA’s website, after June 11, 2010.

IHDA, IDHS and IDoA will host a webinar for potential applicants prior to the application deadline. The webinar will provide an opportunity to learn more about the application process. The webinar will be held on June 30, 2010. Log-in information will be distributed one week prior to the training. If you wish to participate in the webinar, please register with Jan van der Woerd by email at jvanderwoerd@ no later than June 28, 2010. The webinar replaces the application workshops held under previous Home Modification program years and utilizes both a computer and phone conference line. If you require reasonable accommodation due to disability in order to utilize the webinar format, please contact Jan van der Woerd at jvanderwoerd@ or (312) 836-5324.

Contact Information:

For further information on this program announcement and program contact Jan van der Woerd at (312) 836-5324.

APPLICATION CHECKLIST

In order for an application to be considered complete, the application package must include the following (as applicable):

□ Application Fee (copy of check to be submitted with application)

□ Transmittal letter stating that:

­ all information is true and correct;

­ applicant understands that the Affordable Housing Trust Fund is funding of last resort; and

­ applicant understands that application submission does not guarantee funding.

□ Agency Information

Exhibit 1: Evidence of referral relationship with a IDoA-funded agency

Exhibit 2: Evidence of referral relationship with a IDHS-funded agency

□ Project Information

□ Organization and Capacity:

Exhibit 3: Organizational overview and housing experience

Exhibit 4: Organizational documents (submit for applicant and partner organizations)

Exhibit 5: Team experience narratives and resumes

Exhibit 6: Other program team members

□ Program Need/Feasibility:

Exhibit 7: Program demand narrative

Exhibit 8: Community support narrative and letters of support

Exhibit 9: Maximizing resources narrative

□ Program Design:

Exhibit 10: Map of target area(s)

Exhibit 11: Marketing procedures and Participant Selection Plan

Exhibit 12: Intake and selection procedures

Exhibit 13: Reintegration narrative

Exhibit 14: Program design narrative

□ Program Financing:

Exhibit 15: Administrative budget

Exhibit 16: High cost waiver request (if applicable)

□ Program Timeline:

Exhibit 17: Timeline

□ Certification

Illinois Housing Development Authority

Affordable Housing Trust Fund

Home Modification Program

2010 Program Year

HOME MODIFICATION APPLICATION

AGENCY INFORMATION

Sponsor Agency Information:

Name: ____________________________________________________________

Address: ____________________________________________________________

Executive Director/Mayor: ___________________________________________________

Contact Person: ______________________ E-Mail:_________________________

Phone: _____________________________ Fax: ___________________________

Organization Type: ∼ Non-profit ∼ Local Housing Authority ∼ Local Government

(mark all that apply) ∼ Other (explain) _____________________________________

Referral Agency Information:

Illinois Department on Aging (IDoA) Primary Referral Agency –

List the IDoA-funded agency that will provide your agency with referrals of elderly clients and document the relationship by providing a Letter of Support or Memorandum of Understanding from the agency. If your agency is directly funded by IDoA, please indicate that in the space below. Label documentation as Exhibit 1, attach additional sheets for additional referral agencies.

Applicant is directly funded by the Illinois Department on Aging

Name: ____________________________________________________________

Address: ____________________________________________________________

Contact Person: ______________________ E-Mail:_________________________

Phone: _____________________________ Fax: ___________________________

Organization Type: ∼ Non-profit ∼ Local Housing Authority ∼ Local Government

(mark all that apply) ∼ Other (explain) _____________________________________

Illinois Department of Human Services (DHS) Primary Referral Agency –

List the DHS-funded agency that will provide your agency with referrals of clients with disabilities and document the relationship by providing a Letter of Support or Memorandum of Understanding from the agency. If your agency is directly funded by DHS, please indicate that in the space below. Label documentation as Exhibit 2, attach additional sheets for additional referral agencies.

Applicant is directly funded by the Illinois Department of Human Services

Name: ____________________________________________________________

Address: ____________________________________________________________

Contact Person: ______________________ E-Mail:_________________________

Phone: _____________________________ Fax: ___________________________

Organization Type: ∼ Non-profit ∼ Local Housing Authority ∼ Local Government

(mark all that apply) ∼ Other (explain) _____________________________________

Partner Agency Information:

If there is an additional agency that you will partner with to assist in the implementation of the program, please provide their information below (attach additional sheets, if necessary):

Name: ____________________________________________________________

Address: ____________________________________________________________

Contact Person: ______________________ E-Mail:_________________________

Phone: _____________________________ Fax: ___________________________

Role: ____________________________________________________________

Organization Type: ∼ Non-profit ∼ Local Housing Authority ∼ Local Government

∼ Other (explain) _____________________________________

Project Information:

Trust Fund Request: $____________ Total Units to be assisted: ____________

Service Area: ( Chicago/Metro ( Rural ( Other Metro

Households to be assisted will be located in the following geographic areas (neighborhood, city, county): ________________________________________________________________________

Please provide the number of units that will have clients that are:

_____ 50% of median income

_____ 30% of median income

_____ Elderly

_____ Persons with Disabilities

_____ Owner-Occupied

_____ Rental units

Project Summary:

Provide a brief description of your program. This description may be included in the public notice published by IHDA:

Local Elected Officials:

Provide the following information for ALL AREAS in which you intend to operate the program (attach additional sheets, if necessary):

|U.S. Congressperson |District |

|Address (& zip code) |Phone |

|State Senator |District |

|Address (& zip code) |Phone |

|State Representative |District |

|Address (& zip code) |Phone |

|Chairperson of County Board |County |

|Address (& zip code) |Phone |

|Mayor |City |

|Address (& zip code) |Phone |

|Alderman (Chicago only) |Ward |

|Address (& zip code) |Phone |

Organization Experience:

Please write and attach a narrative giving an overview of your organization and experience relevant to the administration of a home modification program. Include this information for any partner or referral agencies that would participate in the operation of your program. Include basics such as how long you have been in business, how many employees in your organization, the populations you serve, your agency’s mission and the primary activities of your organization as well as narrative descriptions of the specific housing programs shown in the Housing Experience chart below. Please include any special qualifications that your agency has that would enhance the proposed program. Label narrative as Exhibit 3

Housing Experience:

Complete the following table summarizing past housing rehabilitation experience that is similar in scope and design to the current proposal (attach additional sheets if necessary):

|Funding Source/ |Total Funding |Dates |Average # of Clients Assisted|Average Cost Per |Dollars |

|Program Name |Amount Per Year|Participated |Per Year |Unit |Granted/Dollars |

|(Incl. IHDA Program No., if| |(Date Begun and Date| | |Expended |

|applicable) | |Completed) | | | |

| | | | | | |

| | | | | | |

| | | | | | |

| | | | | | |

| | | | | | |

| | | | | | |

| | | | | | |

| | | | | | |

| | | | | | |

| | | | | | |

| | | | | | |

| | | | | | |

| | | | | | |

| | | | | | |

| | | | | | |

Organization Documentation:

Provide copies of the following documentation and include as Exhibit 4:

∼ Copy of IRS Determination and Date of Incorporation

∼ Last two annual reports and audited financial statements

∼ List of Board Members

∼ Certificate of Good Standing

Team Experience:

Please provide a brief summary of each team member's experience in performing their assigned role (identified below) for the proposed program and include resumes for the individuals who will be performing each of the following functions:

∼ Program Manager: Describe their experience in developing and administering a rehabilitation program of a similar scope or in operating service programs for the target population. Include information on type of activities, number of units, total program cost, year started, year completed and current status. Label as Exhibit 5a

∼ Grant Manager: Describe their experience with fund management. Label as Exhibit 5b

∼ Intake Specialist: Describe their experience with assisting participants in preparing applications, verifying financial information, certifying incomes and conducting eligibility screening. Label as Exhibit 5c

∼ Service Provider: Describe the person or agency’s experience in providing referrals for services and evaluating the need for modifications. Please provide this information for all service agencies participating with the proposed program. (Make sure each agency’s name and address is included with the Program Summary information of this application.) Label as Exhibit 5d

∼ Construction Coordinator: Describe their experience providing construction rehabilitation assessments, work write-ups, bidding procedures and review, coordination of the construction schedule with the owner, mediation between the owner and the contractor, and supervision of rehabilitation/construction progress. Demonstrate experience and familiarity with Federal and State fair housing and accessibility laws and regulations, (the standards established by the Environmental Barriers Act, 410 ILCS 25/1 et seq., as amended, and the Illinois Accessibility Code, 71 Ill. Adm. Code 400 et seq., as amended.) Label as Exhibit 5e

∼ Property / Construction Inspector: Describe their experience in housing inspection of a similar scope, including familiarity with accessibility requirements, local building codes and standards and lead based paint requirements. Include a brief summary detailing job activities, number of units inspected, number of years licensed, and any other relevant information. Label as Exhibit 5f

Other Program Team Members:

Please include contact information for other organizations involved in the administration of the proposed home modification program. Attach an organization resume or description for all listed members. Identify all contractors expected to bid on home modification projects (attach additional sheets if necessary). Include resumes as Exhibit 6

Attorney: ___________________________________________________________

Contact: ___________________________________________________________

Address: ___________________________________________________________

City/State/Zip Code: ______________________________________________________

Phone Number: _____________ Fax Number: ____________

General Contractor: _____________________________________________________

Contact: ___________________________________________________________

Address: ___________________________________________________________

City/State/Zip Code: ______________________________________________________

Phone Number: _____________ Fax Number: ____________

General Contractor: _____________________________________________________

Contact: ___________________________________________________________

Address: ___________________________________________________________

City/State/Zip Code: ______________________________________________________

Phone Number: _____________ Fax Number: ____________

General Contractor: _____________________________________________________

Contact: ___________________________________________________________

Address: ___________________________________________________________

City/State/Zip Code: ______________________________________________________

Phone Number: _____________ Fax Number: ____________

Consultant: ___________________________________________________________

Contact: ___________________________________________________________

Address: ___________________________________________________________

City/State/Zip Code: ______________________________________________________

Phone Number: _____________ Fax Number: ____________

Please identify and explain any Identity of Interest among team members:

_______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

*Applications that do not demonstrate need or feasibility will not be funded*

Provide a narrative about your proposal addressing each of the following issues:

Demand –

Describe the demand for the proposed modification program in the communities included in your application. Include documentation that evidences this demand. Relevant studies may include: market studies, case studies, third party studies, etc. Include current waiting list information from your referral agencies. Consider availability and condition of housing stock, average costs, income and special needs of participants. Do not include only raw census numbers as evidence of demand. Successful applicants will demonstrate verifiable need for this program. Label as Exhibit 7

Community Support –

Describe any community input solicited by your agency for the proposed program, including public hearings, meetings, etc. Attach copies of letters of support from government officials, neighborhood groups, public agencies and private individuals who are familiar with, and supportive of, your proposal. Letters of support should be no more than three months old. Label as Exhibit 8

Maximizing Resources –

Describe how your program will maximize resources and reach the elderly and disabled households in need of home modification. Please address how you will assist households who would not have other resources available to them though local programs or geographically targeted areas. If you do plan to target households in areas with existing programs, please provide an explanation of how this additional funding will be used and why it is needed. Label as Exhibit 9

Project Funding –

| |Total |Per Unit |

|Trust Fund Request |$ |$ |

|Other Funding (list below) * | | |

|Total Project Cost |$ |$ |

*Other Sources of Funding: $___________________

$___________________

$___________________

Describe other sources and structure of funding: ____________________________________________________________________________________________________________________________________________________________________________________________________________________________________

Service Area –

Provide a map of your intended target area. Label as Exhibit 10

Marketing and Outreach –

Describe present and future marketing activities for the program. If you have written procedures and brochures, include them with your application. If you serve this population directly, do you have a pool of potential applicants for this program? Please explain. How will your agency work with the required referral agencies to market this program? Label as Exhibit 11a

Complete the Participant Selection Plan, outlining your marketing and selection process. Use the required IHDA form available at . Label as Exhibit 11b

Intake and Selection –

Describe your procedures and mechanisms for intake and selection, including how your organization will prioritize participants in your program. Common techniques include: accepting applications only from the target population and area; taking people on a first-come first-served basis; holding a lottery; having a specific allocation plan; ranking requests on preset criteria; or, some combination of these. If selected for funding, a full Participant Selection Plan will be required of each funded agency. Label as Exhibit 12

Reintegration / Deinstitutionalization –

Grantees under the Home Modification program are encouraged to perform outreach to agencies engaged in transitioning elderly persons and persons with disabilities that are currently living in institutional settings unnecessarily. Use of the Home Modification Program to further the efforts of programs seeking to assist residents leave institutional settings and access home based services is highly encouraged. Please describe your experience with community reintegration programs in general and Money Follows the Person specifically. Label as Exhibit 13

Program Design –

Please provide a detailed and thorough description of how your program will work. Applicants should ensure that all tasks listed within the Program Activity Table below are addressed wthin their narrative response. Questions you should answer include:

▪ What agency and staff will be responsible for evaluating clients’ needs for modifications and for referring clients?

▪ What agency and staff will evaluate other health and safety related needs of the home?

▪ What type of follow up will be performed for each client?

▪ Who will be the lead agency in the administration of the program?

▪ Who will coordinate the rehabilitation of the project?

▪ What role will the owner play?

▪ How will your organization accomplish successful modifications?

▪ Does your organization have an existing pool of contractors interested in bidding on home modification projects with knowledge of accessibility requirements?

Include any written policies and procedures that demonstrate how the program will be designed and managed, a sample work write-up or specification, and any other documents the applicant feels supports the narrative description of their process. Label as Exhibit 14

Program Activity Table –

Please complete the table below. Indicate which party will be the primary (P) decision maker and who will assist (A) for each activity:

|Activity |Household |Lead Agency Staff Person |Referral or Partner Agency |Other |

| | | | |3rd Party |

| | | | | |

|Interviews applicant | | | | |

|Determines income eligibility | | | | |

|Determines program eligibility | | | | |

|Investigates and documents other client | | | | |

|resources | | | | |

|Assesses modification and repair needs | | | | |

|Reviews compliance with flood & historic | | | | |

|requirements | | | | |

|Prepares work write-ups & cost estimates | | | | |

|Secures contractors | | | | |

| | | | | |

|Prepares loan documents | | | | |

| | | | | |

|Records documentation | | | | |

|Inspects work | | | | |

| | | | | |

|Submits payout request | | | | |

|Pays contractors | | | | |

|Maintains financial records | | | | |

|Performs Follow-up | | | | |

Please complete the following table with expected costs of the program:

| | | | | |

|Costs per Home |Trust Fund |Owner/Tenant |Other |Total |

|Home Modification costs |$ |$ |$ |$ |

|Other Rehabilitation costs | | | | |

| Subtotal |$ |$ |$ |$ |

| | | | | |

|Title & Recording Fees | | | | |

|Other soft costs | | | | |

| Subtotal |$ |$ |$ |$ |

| | | | | |

|Project Delivery (up to 15%) |$ |$ |$ |$ |

| | | | | |

| | | | | |

|Total Cost per Home |$ |$ |$ |$ |

[pic]

Total cost per home: $ _______________

Number of homes: _______________

Total project costs: $ _______________ (multiply cost per home * number of homes)

Administrative Costs –

Provide a detailed administrative budget for the program. Show all costs associated with implementing this program. IHDA will provide up to 7% of the grant amount for your administrative costs. Label as Exhibit 15

High Cost Waiver –

If local conditions warrant (i.e. high local costs, expected high accessibility costs due to the nature of the housing stock), the applicant may apply for an increased per unit amount up to $25,000. If you are requesting this waiver, please provide a narrative explanation describing the circumstances that necessitate increased funds. Include narrative as Exhibit 16

PROGRAM TIMELINE

For this Home Modification Program, provide a 12 month timeline mapping out how the program will operate. Note of any activities that are currently ongoing. Include as Exhibit 17

▪ Screening of applicants/owners income verification

▪ Preparation of house work/specifications

▪ Selection of contractor(s)

▪ Start of rehabilitation

▪ Completion of rehabilitation

▪ Closing process

CERTIFICATION

I, ________________________ hereby attest the information provided in this application to be true and complete to the best of my knowledge.

________________________ ________________________

Signature Date

________________________

Title/Position

________________________

Development Name

________________________ ________________________

Notary Public Expiration Date

-----------------------

For IHDA Use Only

Received _________________

Fee Date _________________

Project No. _______________

NEED AND FEASIBILITY

PROJECT INFORMATION

PROGRAM DESIGN

ORGANIZATION AND CAPACITY

FINANCING

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