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THURSTON COUNTY
HOME
&
AFFORDABLE AND HOMELESS PROJECTS
2010
REQUEST FOR PROPOSAL
GUIDELINES
REQUEST FOR PROPOSALS
OVERVIEW
This is a combined Request for Proposals soliciting proposals from organizations wishing
to apply for HOME, and/or Affordable and Homeless funded Housing Projects. Requests
for CHDO funding (Community Housing Development Organizations) will be provided
through the HOME funded Projects. The proposal request is consistent with the goals
and strategies of the Consolidated Plan, Ten‐Year Homeless Plan, and the Core housing
goals of the HOME Consortium (Permanent, Transitional, Shelter Systems, or Supportive
Services).
• HOME Funded Housing Project Guidelines
• Affordable and Homeless Funded Housing Project Guidelines
• O&M Guidelines
Thurston County has made available approximately $2,554,300 from the HOME &
Affordable Housing and Homeless Housing Funds:
• HOME approximately $848,000
• Affordable Housing Program $440,500
• Homeless Housing Program $1,265,800
2010 RFP: HOME & Affordable and Homeless Funding Page 2
HOME FUNDED HOUSING PROJECT GUIDELINES
INTRODUCTION
Thurston County receives HOME Investment Partnerships Program funds from the U.S.
Department of Housing and Urban Development (HUD) to expand the supply of decent
and affordable housing for low and moderate‐income individuals. One of the goals of
the enabling legislation (National Affordable Housing Act of 1990) is to expand the
capacity of special non‐profit Community Housing Development Organizations (known
as CHDO’s) to develop and manage decent, safe, sanitary and affordable housing.
This Request for Proposals is consistent with the housing goals and strategies of the
Thurston County Consolidated Plan (FY 2008 – 2012) and amended plan in 2009. The
proposal request is for Rental Production/Acquisition/Rehabilitation projects,
Community Housing Development Organizations (CHDO) projects and Tenant Base
Rental Assistance (TBRA).
CHDO’s, Public Housing Authorities, Non‐profit Organizations, For‐profit Organizations
and Faith‐based Organizations may apply for funding. There is approximately $848,000
for FY2010 (September 2010‐August 2011). Contracts are expected to be executed in
September 2010. The HOME Consortium may increase or decrease contract award
pending the HOME funding allocation awarded by HUD in the spring.
Thurston County has set aside 25% of its HOME funds specifically to invest in housing to
be developed, sponsored, or owned by CHDO’s. The CHDO set‐aside minimum amount
for 2010 is $173,750.
2010 APPROXIMATE
Program Activities AMOUNT
CHDO 173,750
Rental Production/Acquisition/Rehabilitation 570,000
Tenant‐Based Rental Assistance (TBRA), there is a maximum of 104,250
10 % equal to $10,425 for administration, which is funded
through the Homeless Housing Program.
Total 848,000
*$152,962 of the total represents unexpended HOME funds carried over from $3,000 FY2008 and
$149,962 FY 2009.
TERMS AND CONDITIONS OF FUNDING
Funding for capital projects (new construction or rehabilitation) will be provided in the
form of a 0% interest forgivable loan, provided the property receiving funding remains
2010 RFP: HOME & Affordable and Homeless Funding Page 3
affordable during the Affordability Period and is occupied by income‐eligible
households:
Thurston County 2009 Median Income Limits (Maximum)*
Percent 1 2 3 4 5 6 7 8
Person Person Person Person Person Person Person Person
80% $39,200 $44,800 $50,400 $56,000 $60,500 64,950 $69,450 $73,900
*The 2010 Median Income Limits will be available in March 2010.
The Affordability Period will be determined based on the amount of the per unit
investment of HOME funds:
Affordability Periods
HOME Investment Per Unit Length of the Affordability Period
Less than $15,000 5 years
$15,000 ‐ $40,000 10 years
More than $40,000 15 years
New Construction of rental housing 20 years
Capital funded projects will require a Restrictive Covenant against the property in the
event the property is sold or is no longer considered affordable.
Additional Terms and Conditions:
• All HOME funds must assist households with incomes below 80 percent of the
median income for Thurston County;
• Successful applicants are required to adhere to HUD’s Fair Housing Act standards
and State laws that govern the landlord‐tenant relationship as set forth at RCW
59.18;
• Housing projects must adhere to and meet HUD Housing Quality Standards and
Thurston County’s Housing Property Standards;
• All HOME funds must be committed within 24 months of award. Rehabilitation
or new construction projects must be reasonably expected to start within twelve
(12) months of the agreement date;
• Previous HOME funded projects cannot receive additional HOME funds while
still under the affordability period;
• The minimum HOME investment per unit average is $1,000;
• Mixed‐income projects assisted with HOME funds must assign and maintain a
specific number of units for HOME eligible households, proportionate to the
amount of HOME dollars invested in the project;
• Successful applicants will provide quarterly performance reports to the county;
• HOME funded projects must complete the environmental review process prior to
starting the project;
• Thurston County reserves the right to negotiate additional terms and conditions
as deemed appropriate.
2010 RFP: HOME & Affordable and Homeless Funding Page 4
NON‐DISCRIMINATION POLICY
Applicants shall neither deny services to, nor otherwise discriminate in the delivery of
services, against any person who otherwise meets the eligibility criteria for the program
on the basis of race, color, religion, gender, sexual orientation, age, national origin,
citizenship, ancestry, marital status, physical or mental handicap, or because such
person is a recipient of federal, state or local public assistance.
OTHER REQUIREMENTS
HOME funds are subject to the following federal statutes and regulations:
Non‐Discrimination, Equal Opportunity and Fair Housing: Multiple Acts, Orders and
Regulations preclude discrimination. These include: Fair Housing Act (24 CFR 100),
Executive Order 12259 (Equal Opportunity in Housing), Title VI of the Civil Rights Act of
1964 (24 CFR 1), Age Discrimination Act of 1975 (25 CFR 146), Section 504 of the
Rehabilitation Act (24 CFR 8) and Executive Order 11246 (Equal Employment
Opportunity). More information that is detailed can be found at
http://www.hud.gov/offices/fheo/index.cfm.
Davis Bacon Act and Contract Work Hours and Safety Standards Act: Requires that a
contract for construction with twelve (12) or more HOME‐assisted units pay all laborers
and mechanics not less than the prevailing wages for Thurston County and that
overtime provisions apply. Both prevailing wages and overtime must be paid on the
entire development, regardless of the number of HOME units assisted. Prevailing wage
and contract work hour provisions must be included in the construction contract. More
information that is detailed can be found at http://www.hud.gov.
Conflict‐of‐Interest: Both Federal and State laws prohibit employees, agents,
consultants, officers or elected officials of entities receiving government funds from
obtaining a financial interest or benefit from a government‐assisted activity or having an
interest in any contract, subcontract, or agreement with respect to any contract during
their tenure and for one (1) year thereafter. These requirements are also applicable to
persons to whom the above‐identified parties have family or business ties. If the
applicant is unsure whether a conflict of interest exists, they may request a
determination from the County. More information that is detailed can be found at
http://www.hud.gov/offices/cpd/affordablehousing/lawsandregs.
Affirmative Marketing: Owners of assisted rental housing or homebuyer developments
containing five (5) or more units must take actions to provide information and otherwise
attract eligible persons from all racial, ethnic and gender groups in the housing market
area to the available housing.
Environmental Review: In accordance with 24 CFR 50 and 24 CFR 58 (Environmental
Review), the environmental effects of each activity carried out with Federal funds must
2010 RFP: HOME & Affordable and Homeless Funding Page 5
be assessed. Thurston County is responsible for conducting environmental reviews and
issuing the applicant a Release of Funds statement for exempt projects. Compliance
with environmental review requirements is mandatory prior to the applicant taking a
physical action on a site. CHDO’s and subrecipients may not enter into contracts,
conditional or not, or in any way commit funds until the County has issued a Release of
Funds statement—unless the activity has been determined to be exempt (activities that
generally have no physical impact on the environment) as described in 24 CFR
58.34(a)(1)‐(11). Project expenses incurred or obligated prior to the Release of Funds
are not reimbursable by the County. Once the funding application is received, the
applicant cannot take any choice limiting actions until the environmental review is
complete. Choice limiting actions include the acquisition of property, beginning
construction activities, signing binding contracts, Etc.) If a choice limiting action is
taken without the Environmental Review being complete it will disqualify the project
for federal funding. Thurston County may request that applicants submit a Phase I
environmental, or other related studies if applicable.
Displacement, Relocation and Acquisition Provisions of the Uniform Relocation Act:
Housing occupants assisted with HOME or other federal funds must be notified of their
rights under the Relocation Act. All voluntary and involuntary acquisitions must also
comply with the Relocation Act. Initial notification must take place at the time of initial
negotiations and/or the funding application submittal, whichever is earlier. Applicants
wishing to acquire and/or rehabilitate a property must ensure that proper procedures
are followed. Applications that include potential relocation that have not been
previously discussed with the County may be rejected. The County strongly discourages
permanent displacement of tenants or homeowners, except in cases where a public
purpose is being served or the project is part of a local redevelopment plan.
Flood Insurance: Section 202 of the Flood Disaster Protection Act of 1973 (42 U.S.C.
4106) requires that Federal funds not be provided to an area that has been identified by
the Federal Emergency Management Agency (FEMA) as having special flood hazards
unless the community is participating in the National Flood Insurance Program or it has
been less than a year since the community was designated as having special flood
hazards and flood insurance is obtained.
Lead Safe Housing: Current regulations require that applicants ensure occupants;
homeowners and homebuyers are notified of the hazards of lead‐based paint.
Additionally, applicants must: (a) conduct a visual assessment, paint testing or risk
assessment, depending on the activity, and (b) conduct lead hazard reduction activities,
including paint stabilization, interim controls, standard treatments or abatement
depending on the requirements for the activity type. More information that is detailed
can be found at http://www.hud.gov/offices/lead/leadsaferule/.
Accessibility Standards: Recipients must adhere to the accessibility standards of the
Americans with Disabilities Act, The Fair Housing Act and the Rehabilitation Act, as
2010 RFP: HOME & Affordable and Homeless Funding Page 6
revised. More information can be found at
www.hud.gov/offices/fheo/FHLaws/index.cfm.
Project Monitoring for Rental Housing Projects: The HOME program requires tenant
income be verified on initial occupancy and be verified on an annual basis. CHDOs will
be required to submit reports on tenant income and rents yearly. Onsite inspections are
required every 1 to 3 years depending on the number of unit in the project. The on‐site
inspections will include inspections of actual HOME units but will also include reviewing
tenant files and leases, policies and procedures and reviewing the project financial
statements.
For further information on the Thurston County HOME Program, Policies and
Procedures can be found at
http://www.co.thurston.wa.us/bocc/homeinvestment/index.html.
SUMMARY OF THE FIVE‐YEAR STRATEGIC PLAN AND PRIORITIES
Goals: The following goals were established by the Thurston County HOME Consortium
during a retreat in November 2007, and established the foundation of the consolidated
planning process for Fiscal Years 2008‐2012. This plan was amended in 2009 to include
Tenant Base Rental Assistance program.
1. Preserve affordable housing;
2. Increase the supply of subsidized housing and permanent, non‐subsidized affordable
housing;
3. Preserve mobile home parks;
4. Invest housing resources creatively;
5. Identify housing services that increase housing stability by transitioning people to
independence;
6. Establish and improve housing services to rural areas and small cities;
7. Reduce the number of homeless persons and those at risk of being homeless;
8. Respond proactively to housing issues;
9. Foster and encourage neighborhood stabilization and revitalization;
10. Increase the availability of TBRA so that fewer extremely low‐income households are
rent burdened.
Strategies: The Consolidated Plan discusses broad strategies for meeting the gaps
identified between existing resources and identified affordable and homeless housing
needs. The Plan identifies and elaborates on the following strategies:
1. Support Community Housing Development Organizations that meet specific goals or
needs of targeted areas;
2. Expand opportunities for homeownership through the provision of financial and
2010 RFP: HOME & Affordable and Homeless Funding Page 7
technical assistance, and the promotion of alternative housing and homeownership
models;
3. Protect existing affordable housing through homeowner and rental rehabilitation
and acquisition of properties that are likely to leave the affordable housing
inventory;
4. Provide incentives for production and acquisition of rental housing, to provide more
housing choices for low‐to‐moderate income households;
5. Promote diverse and thriving downtowns;
6. Promote service‐enriched housing to assist persons to achieve economic
independence;
7. Address neighborhood revitalization needs in the unincorporated areas of the
county;
8. Expand capacity to address health, transportation, social service and homeless
needs in the rural and southern portions of the County;
9. Use available funds to encourage housing and service partnerships that meet
secondary community goals;
10. Provide TBRA to renter households earning 30% or less of area median income who
are severely rent burdened or have special needs.
FUNDING PRIORITIES
Funding priority will be given to proposals that meet the following goals:
• Projects that preserve affordable rental housing units in the Cities of Tenino and
Yelm;
• Projects that prevent the loss of existing (private) affordable and subsidized
multi‐family rental units for homeless and special needs populations;
• Organizations that leverage both county funds and meet the HOME match
requirements (25% of all HOME funds spent on eligible activities must be
matched with non‐federal funds);
• Organizations that meet all the regulatory and program requirements of a
CHDO, and are certified eligible by September 2010;
• Organizations whose project will benefit underserved towns and cities and rural
areas of the county;
• Projects that are ready to proceed.
ELIGIBLE APPLICANTS
• Public Housing Authorities
• Non‐profit Organizations
• For‐profit Organizations
• Faith‐based Organizations
• CHDO’s
2010 RFP: HOME & Affordable and Homeless Funding Page 8
ELIGIBLE RFP ACTIVITIES:
• Acquisition and/or rehabilitation of rental housing;
• New construction of rental housing;
• Direct financial assistance to purchasers of HOME‐assisted housing sponsored or
developed by a CHDO with HOME funds;
• New construction of homebuyer properties (CHDO only);
• Pre‐development loans (for technical assistance, site control, and seed money)
(CHDO’s only);
• Project reserve accounts or operating subsidies not included in a development
budget;
• Tenant‐Based Rental Assistance (TBRA).
2010 RFP: HOME & Affordable and Homeless Funding Page 9
HOME‐ CHDO PROPOSALS
CHDO DEFINITION AND QUALIFICATIONS
A CHDO is a private nonprofit community‐based service organization that has obtained
certification as a CHDO or intends to be qualified and certified as a CHDO. Proposed
projects must be for eligible activities that support affordable rental housing,
acquisition, new construction, and rehabilitation, and/or reconstruction or site
improvements for low‐income residents.
To be certified as a CHDO, the private nonprofit must meet the specific program
requirements identified below, which relate to legal status, organizational structure,
capacity and experience.
Legal Status
• CHDO’s must be organized under state and local law;
• The organization must have a tax‐exempt ruling from IRS under Section 501 (c)
of the Internal Revenue Code of 1986;
• The mission of the organization must be to provide decent housing that is
affordable to low‐and moderate‐income persons, as evidenced by its charter,
articles of incorporation, by‐laws or Board of Directors resolution;
• No part of the organizations’ earnings (profits) may benefit any members,
founders, contributors or individuals; and
• The organization’s geographic service area must be clearly defined.
Organizational Structure
• Participating Jurisdiction, public bodies or instrumentalities, such as public
housing authorities, urban renewal agencies, redevelopment authorities, and
downtown development authorities, do not qualify as a CHDO;
• At least one‐third of the CHDO board must be representatives of the low‐
income community;
• No more than one‐third of the CHDO board may be public officials or
employees of Thurston County;
• The remaining board representation may include human and social service
providers, lenders, individuals with access to philanthropic resources or others
willing to contribute professional expertise; and
2010 RFP: HOME & Affordable and Homeless Funding Page 10
• The organization must have a formal process identified in its by‐laws or through
a board, resolution that outlines the procedure that low‐income beneficiaries
may use to provide comments and advice on project design, site location and
development and management issues related to affordable housing.
Capacity and Experience
• An organization must demonstrate that it has at least one year of experience
serving the community where it intends to develop HOME‐assisted housing;
• A newly created organization wishing to become certified as a CHDO may do so
if its parent organization or sponsoring organization (another nonprofit) has
provided services to the community for at least one year. The service does not
have to directly relate to housing;
• An organization must demonstrate that it has experienced key staff who have
successfully completed projects similar to those proposed in this proposal or
will utilize experienced consultants for its planning and development activities.
In such cases, the organization must develop a plan for how the consultant will
train staff; and
• CHDO’s must have financial accountability standards that conform and meet
the requirements of 24CFR 84‐21, “Standards for Financial Management
Systems.”
2010 RFP: HOME & Affordable and Homeless Funding Page 11
HOME‐TENANT‐ BASED RENTAL ASSISTANCE PROGRAMS (TBRA)
TBRA DEFINITION AND ELIGIBLE ACTIVITIES
Tenant‐Based Rental Assistance is a housing rental subsidy program that assists low and
very low‐income renters with rent subsidies, rental security deposits and/or utility
deposits.
Eligible TBRA Activities
The HOME TBRA rules are flexible regarding the types of TBRA programs that may be
offered. A program may be designed that meets one or more of the following activities:
• Self‐sufficiency programs – may be offered as non‐mandatory services that may
be most appropriate for persons with a special need or a particular disability
(24 CFR 92.209(2) (i)).
• Homebuyer programs ‐ may assist a tenant, who has been identified as a
potential low‐income homebuyer through a lease‐purchase agreement. While
the HOME TBRA payment cannot be used to create equity, all or a portion of
the homebuyer's monthly, contribution toward housing expenses may be set
aside for this purpose.
• Targeted Populations ‐ may establish a TBRA program with local preferences
that address a special housing need or population group (provided it is a need
identified in the Thurston County Consolidated Plan, and that any services
provided are non‐mandatory 24CFR 92.209(2)).
• Anti‐displacement assistance ‐ TBRA can be used to minimize displacement
associated with HOME‐funded activities.
• Term of rental assistance contract‐ the term of rental assistance must begin on
the first day of the term of the lease. The term of the lease between the tenant
and the owner must be at least one year, unless both agree otherwise.
Ineligible TBRA Activities
HOME TBRA funds cannot be used for the following:
• To assist resident owners of cooperative housing that qualify as
homeownership housing (cooperative and mutual housing may qualify as either
rental or owner‐occupied housing under the HOME Program, depending upon
the provisions of the agreement applying to the unit). TBRA may, however, be
used by a tenant who is renting from a cooperative unit owner;
2010 RFP: HOME & Affordable and Homeless Funding Page 12
• To prevent the displacement of tenants from projects assisted with Rental
Rehabilitation Program funds under 24 CFR 511. (See 24 CFR 92.214);
• To provide TBRA vouchers to homeless persons for overnight or temporary
shelters. The HOME TBRA subsidy must be sufficient to enable the homeless
person to rent a transitional or permanent housing unit that meets Housing
Quality Standards (HQS);
• To mandate services as a requirement for receiving assistance.
2010 RFP: HOME & Affordable and Homeless Funding Page 13
THURSTON COUNTY AFFORDABLE HOUSING PROGRAM AND
HOMELESS FUNDED HOUSING PROJECTS GUIDELINES
INTRODUCTION
The Washington State Legislature passed two major sources of housing legislation to
fund the Affordable Housing Program (House Bill 2060) and the Homeless Housing
Program (House Bill 2163). Funding for both programs is derived from portions of a ten‐
dollar surcharge fee on recording documents that are shared between the state and
counties.
TERMS AND CONDITIONS OF FUNDING
Funding for capital projects (new construction or rehabilitation) will be provided in the
form of a 0% interest forgivable loan, provided the property receiving funding remains
affordable during the Affordability Period and is occupied by income‐eligible
households:
Thurston County 2009 Median Income Limits*
Percent 1 2 3 4 5 6 7 8
Person Person Person Person Person Person Person Person
30% 14,700 16,800 18,900 21,000 22,700 24,350 26,050 27,700
50% 24,500 28,000 31,500 35,000 37,800 40,600 43,400 46,200
*The 2010 Median Income Limits will be available in March 2010.
The Affordability Period will be determined based on the amount of the per unit
investment of Affordable Housing and Homeless Housing surcharge funds:
Affordability Periods
Surcharge Investment Per Unit Length of the Affordability Period
Less than $15,000 5 years
$15,000 ‐ $40,000 10 years
More than $40,000 15 years
New Construction of rental housing 20 years
Capital funded projects will require a Restrictive Covenant against the property in the
event the property is sold or is no longer considered affordable.
Additional Terms and Conditions:
• All projects must serve very low‐income persons (50% of median income) or
lower (30%);
2010 RFP: HOME & Affordable and Homeless Funding Page 14
• Successful applicants are required to adhere to HUD’s Fair Housing Act standards
and State laws that govern the landlord‐tenant relationship as set forth at RCW
59.18;
• Housing projects must adhere to and meet HUD Housing Quality Standards and
Thurston County’s Housing Property Standards;
• Funding commitments for existing Operation and Maintenance (O&M) will not
exceed one year;
• Up to 5% of the funding awards for capital projects may be used for
administrative costs;
• Successful applicants will provide an quarterly performance report to the county;
• Thurston County reserves the right to negotiate additional terms and conditions
as deemed appropriate.
ELIGBILE APPLICANTS
Non‐profit organizations, local municipalities within the county, profit developers and
faith‐based organizations that provide affordable housing in accordance with the
requirements of the Affordable Housing Program and Homeless Housing Program.
DEFINITIONS AND ELIGIBLE ACTIVITIES
The Affordable Housing Program assists in the development and preservation of
affordable low‐income housing (households at below 50% if the area median income)
that address critical local housing needs. Eligible activities include:
• Capital Projects: acquisition, construction, or rehabilitation of housing projects
that are affordable to low‐income persons at or below 50% if the area median.
• Rental Assistance: vouchers for non‐homeless persons below 50% of median
income, to be administered by a local public housing authority or other local
organization that has an existing rental voucher program. Projects may be tenant
based or project based
The Homeless Housing Program assists homeless persons and families. Eligible activities
include:
• O&M costs for emergency shelters and licensed overnight youth shelters Tenant‐
Based Rental Assistance (TBRA) or rental vouchers for homeless or below 30% of
median income or in immediate danger of becoming homeless. Costs of
developing affordable housing and services for formerly homeless persons
residing in transitional housing or permanent housing;
• Rental and furnishing of dwelling units;
• Outreach services;
• Temporary services to assist persons leaving state institutions and other state
programs;
2010 RFP: HOME & Affordable and Homeless Funding Page 15
• Services to prevent homelessness, such as emergency eviction and prevention
programs, including temporary rental assistance;
• Operating subsidies for transitional housing or permanent housing. Other
activities to reduce and prevent homelessness as identified in Thurston County’s
Ten‐Year Homeless Plan Development and management of local homeless plans
including homeless census data collection, goals, performance measures,
strategies, and cost and evaluation of progress towards established goals.
TEN‐YEAR PLAN GOALS AND OBJECTIVE
This plan seeks to add 300 units of permanent, affordable housing in Thurston County in
order to reduce homelessness in half by July 1, 2015. Eight objectives clarify this goal:
1. Reduce the number of homeless families.
2. Reduce the number of non‐chronically homeless individuals.
3. Reduce the number of chronically homeless individuals.
4. Reduce the number of homeless youth.
5. Reduce the number of offenders, including sex offenders, who are released to
homelessness.
6. Conduct adequate data collection and planning to efficiently manage limited
resources for homelessness.
7. Support and expand local Best Practices (methods that are recognized as being
effective in reducing homelessness).
8. Change policy, law and legislation at the local, state and federal level where
necessary to be consistent with efforts to reduce homelessness.
2010 RFP: HOME & Affordable and Homeless Funding Page 16
PROJECT EVALUATION HOUSING RFP SUBITTALS
(With the exception of O & M)
The organization’s proposal will be evaluated on a competitive and comparative basis
with other proposals and rated on a point scale with a maximum of 100 points.
HOUSING NEED will be evaluated on a weighted point system and rated according to
how effectively projects meet the county’s Core Housing Priorities.
Core Housing Priorities
#1 Permanent Housing (25 points)
#2 Transitional Housing (15 points)
#3 Sheltered Systems (10) points)
#4 Supportive Services (5 points)
PROPOSALS WILL BE EVALUATED AND RATED BASED ON A POINT SYSTEM USING THE
FOLLOWING CRITERIA:
• HOUSING NEED – What is the extent of the project need and
how effectively can the proposed project meet the county’s
core housing priorities and goals. (50 points)
RATING
CRITERIA
• READINESS – How well does the organization leverage other
funding sources? To what extent are all necessary financial
and non‐financial project participants firmly committed? How
ready is the project to proceed? How accurate and reasonable
are the budget documents? (30 points)
• ORGANIZATIONAL CAPACITY – Does the organization have the
technical and administrative experience to manage the
project? (20 points)
2010 RFP: HOME & Affordable and Homeless Funding Page 17
OPERATION AND MAINTENANCE PROGRAM GUIDELINES
Operation and Maintenance (O&M) funds are intended to assist housing programs that
are experiencing a critical hardship in maintaining current level services.
FUNDING AMOUNT
O&M awards will not exceed $50,000 per application.
ELIGIBLE USES O&M
O&M funds may be used for the following activities as determined by the HOME
Consortium:
• O&M costs for emergency shelters and licensed overnight youth shelters;
• On‐site salaries and benefits including all personnel costs directly associated
with operating the building;
• Off‐site management including overhead and personnel costs that are
necessary to operate the building but are not located at the site;
• The cost of a financial audit in relation to the total Thurston County investment
in the project;
• Administrative expenses such as, but not limited to, accounting, legal,
advertising and marketing, insurance, collection loss, and real estate taxes;
• On‐going maintenance expenses such as materials, janitorial supplies,
maintenance contracts, security, and other maintenance expenses.
INELIGIBLE USES OF O&M
• Direct services (rent subsidies, utility and/or security deposits, and utility
payments);
• Supportive services (case management services);
• Costs associated with the organization rather than the assisted facility or
program;
• Staff training, entertainment, conferences, or retreats;
• Public relations or fund raising costs;
• The preparation of application submissions;
• The salary of the organization’s director (except to the extent involved with;
carrying out eligible administrative functions);
• Other costs as determined to be unrelated to the building operation;
• Replacement reserves.
FUNDING PRIORITIES
Priority for O & M funds will be given to projects that meet the following goals:
• Demonstrate a critical need for the funds
2010 RFP: HOME & Affordable and Homeless Funding Page 18
• Are the O & M request meeting the Ten‐Year Homeless Plan goal in reducing
homelessness
• Demonstrate the organizational and financial capacity to undertake the activity
• Leverage additional funding sources
O & M PROJECT EVALUATION
The organizations application will be scored on a competitive and comparative basis
with other applications, and rated using a point scale of a maximum of 100 points.
Applications will be evaluated and assigned points based on the following criteria:
PROPOSALS WILL BE EVALUATED AND RATED BASED ON A POINT SYSTEM USING THE
FOLLOWING CRITERIA:
• CRITICAL NEED – How compelling and critical is
the need for the funding and the extent to
which the funded activity is consistent with the
RATING goals of the county’s Consolidated Plan and Ten‐
CRITERIA Year Homeless Plan. (80 points)
• ORGANIZATIONAL CAPACITY – Does the
organization have the financial and
administrative capacity to undertake the
activity? (20 points)
2010 RFP: HOME & Affordable and Homeless Funding Page 19
HOUSING AND O & M FUNDING AMOUNT
Up to $1,706,300 may be available from the Affordable Housing and Homeless Housing
Funds:
• Affordable Housing Program $440,500
• Homeless Housing Program $1,265,800
2010 APPROXIMATE
Program Activities AMOUNT
Eligible Activities 1,270,975
* Rural Rental Assistance, this includes the maximum of 10 % 110,000
equal to $10,000 for administration.
Tenant‐Based Rental Assistance (TBRA), this includes the 325,325
maximum of 10 % equal to $29,575 for administration.
Total 1,706,300
*$110,000 is available for Rural Rental Assistance program, of which
approximately $100,000 (15 housing vouchers) are available to the south
county areas of Bucoda, Rainier, Tenino, Yelm and other unincorporated
rural areas located in the southern part of Thurston County.
2010 RFP: HOME & Affordable and Homeless Funding Page 20
SUBMISSION PROCEDURES
The following forms must be submitted with the proposal:
• Application Form;
• Project Summary Form;
• Narrative Statements;
• A project schedule with timelines;
• All budget attachment forms;
• A copy of your organizational chart;
• A copy of your last Audited Financial Statement if not on file with PHSS‐
Housing; and
• Copies of your organizational by‐laws, charter or articles of incorporation (if you
are applying as a CHDO).
Note: Depending on the complexity of the project, you may be required to provide
additional information.
Proposals (Original and Electronic) are due no later than
Monday, March 16, 2010
No later than 5:00 P.M
.
Submit three (3) original and one electronic copy of the proposal:
Thurston County
Public Health and Social Services‐Housing
412 Lilly Road NE
Olympia, WA 98506‐5132
Attention: Dwight Edwards
Community Development Housing Coordinator
Electronic versions of the forms may be requested by contacting Dwight Edwards at
(360) 867‐2531, or by email at edwardd@co.thurston.wa.us
2010 RFP: HOME & Affordable and Homeless Funding Page 21
FORMAT REQUIREMENTS
• Print Size – No smaller than 12‐point font.
• Spacing – Double space.
• Source Documentation – Provide all source documents as attachments. If the
documents exceed two pages, excerpt or summarize them and note the
source(s).
• Letters of Support – Letters documenting participation or support by sectors of
the community or letters verifying contribution of resources are appropriate.
These letters should be submitted as attachments to the application.
2010 RFP: HOME & Affordable and Homeless Funding Page 22
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