PARTNER APPLICATION FORMS

Transcription

1 (TBL) PARTNER APPLICATION FORMS OFFICE OF LAND SERVICING & HOUSING ASSET MANAGEMENT & CAPITAL WORKS

2 for The City of Calgary Participation in an Contents The Partner and Project Application forms are living documents that will be revised from time to time to reflect input from Administration and Applicants as the process evolves. Always ensure before making a submission that the latest version has been used. Example: = Version 1 Revision Process Description of Affordable Housing Partners PARTNER APPLICATION DOCUMENTATION: Part 1 Applicant/Lead Organization - Information & Submission Letter Part 2 Co-Applicant/Partner Organization - Information & Submission Letter Part 3 Applicant/Lead Organization - Financial Capacity & Financing Reference Letter Part 4 Co-Applicant/Partner Organization - Financial Capacity & Financing Reference Letter Part 5 Project Experience Partner Application TBL Scoring Summary

3 Process Description Index Purpose Context Housing Continuum Application Process Process Criteria 5.2 Stage 1 Partner Application 5.3 Stage 2 Project Application 5.4 Approval Process for Dispositions 5.5 Flow-diagram/guide for the successful completion of the Evaluation and Approval Process 6.0 Request for Proposals and Expressions of Interest 9 Page 1 of 9

4 Process Description 1.0 Purpose The purpose of this document is to outline how The City of Calgary s administrative staff 1 evaluates potential affordable housing partners and their projects using a Triple Bottom Line (TBL) evaluation approach. 2.0 Context The City of Calgary has a current target to directly develop/ facilitate development of 200 non-market housing units per year. This represents half of the community target of 400 units per-year from the Calgary Community Plan Building Paths out of Homelessness. The City of Calgary s target contributes to the goals of both Alberta s and Calgary s 10 Year Plans to End Homelessness. The City delivers on this target with a comprehensive approach (see below). 1 Administrative staff specifically refers to the Affordable Housing Section of The Office of Land Servicing and Housing Page 2 of 9

5 Process Description The partnering method has created a need for a consistent and transparent process through which The City can manage requests for its participation in affordable housing initiatives, e.g. the provision of land and/or resources. The process outlined in this document has been designed to provide this consistent and transparent approach. 3.0 Housing Continuum Despite the results achieved in delivering affordable housing, there remains a significant affordability gap in Calgary s housing market even given recent economic changes. The City is taking a proactive, rather than a reactive approach to develop projects/programs that will address a spectrum of housing needs, ranging from deep & shallow non-market opportunities to those that address entry level market rental and ownership. The City is looking for partners and projects that can help with meeting the need identified in the affordability gap. The affordability gap is a gap between incomes required to rent versus incomes required to buy. It is estimated that households require an income of $46,000 to rent a two-bedroom apartment 2 versus at least $60,000 to purchase a two-bedroom apartment in Calgary. Combined with a lack of supply of housing product priced within this affordability gap there is a double challenge for Calgarians where the income required to buy is too high, and the number of available entry level homes is low. This also applies to entry level rental where the supply of rental stock has been declining. Combined with uncertainties in the current job market the affordability gap is a significant issue for many Calgarians. The chart below shows the range of housing options from emergency & transitional shelters to full market housing. Part 1 provides examples of the roles filled by Community partners in relation to a range of housing options and where the affordability gap exists. Part 2 highlights the roles that The City can play in helping to fill the affordability gap. The relationship between market and non-market housing will shift over time as the housing market and wages change leading to changes in the size and placement of the affordability gap size and will need regular reassessment. Affordable housing adequately suits the needs of low and moderate income households at costs below those generally found in the Calgary market. The City of Calgary s definition 3 of households that qualify for affordable housing are those that earn less than $44,000 per year (65% of median income based on 2006 Canada Census data) and whose shelter costs exceed 30% of before-tax income. 2 Unit Prices & Household Income - MLS April Click on the left hand side menu Definition of Affordable Housing Page 3 of 9

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7 Process Description 4.0 Application Process The Partner and Project application forms will be available for viewing on The City s Affordable Housing website. To obtain a copy of the application documentation or if you have questions about the process please contact Administration by telephoning 311 or by ing affordable.housing@calgary.ca; fax: The application process for partnering with The City is comprised of 2 stages: Stage 1: Partner Application Stage 2: Project Application The Partner Application must be submitted with a Submission Letter that acknowledges that any resources or funds expended in the preparation and submission of any of the subject documentation is entirely at the Applicant/Co- Applicant s risk. Furthermore, that in accepting a Partner Application The City is not implying any commitment to either the Applicant or its proposal. Similarly, in accepting a Project Application The City is not acting as an approving authority and is not implying any required approvals will be waived and/or relaxed. The Partner and Project Application forms are living documents that will be revised from time to time to reflect input from Administration and Applicants as the process evolves. Always ensure before making a submission that the latest version has been used. Example: = Version 1 Revision The Applicant/Lead Organization is responsible for the veracity and accuracy of all parts of the application; including that of any Co-Applicant/Partner(s). Submit the following to the address below: 1 hard copy of completed application form 1 electronic copy of the completed application (as a.doc or.pdf file) 1 signed copy of Board Authorization letter and Board Minutes 1 signed hard copy of the Submission Letter (Applicant and Co-Applicant) 1 signed hard copy of the Financing Reference Letter (Applicant and Co- Applicant) Any additional required documentation as noted in the application forms The City of Calgary Office of Land Servicing and Housing P.O. Box 2100, Stn. M, # 195 Calgary, AB T2P 2M5 Attention: Affordable Housing Coordinator Note: Incomplete applications will be returned to the applicant unscored. When appropriate (see 5.3), the Project Application may be submitted in the same way. Page 5 of 9

8 Process Description 5.0 Triple Bottom Line (TBL) 4 Evaluation Process 5.1 Criteria Rating 5 /5 /5 /5 X2 /30 Description Provides added value, innovative, exceeds expectations, excellent understanding, excellent probability of success 4 Somewhat exceeds expectations, good understanding, very good chance of success 3 Meets expectations, clear understanding of requirements and good probability of success 2 1 Somewhat meets expectations, minor weaknesses and/or deficiencies, fair probability of success Does not meet expectations, has not demonstrated understanding and low probability of success 0 Falls far below expectations, misunderstands requirements, no probability of success X1,X2, X3, X4 Weighting is the multiplying factor which indicates the potential magnitude of the impact of a topic to the application 5.2 Stage 1 Partner Application TBL Evaluation The Partner Application will be reviewed by Administration using the TBL Assessment Criteria and will qualify if a minimum scoring threshold is reached and pass the Financial Capacity section. Administration may place conditions on the Partner Application moving forward, such as limits on the size/scope of any proposed project; limits on City resources to be made available. A personal interview may be required to complete the TBL Evaluation. Applicants will be notified in writing if they have qualified as a Partner. The Applicant can then proceed to Stage 2 (Project Application). If the Applicant qualifies as a Partner they will be added to a database maintained by Administration; it is incumbent on the Applicant to provide notification of any changes to their information in order to maintain the accuracy of the information held on file. Following feedback from Administration, Applicants who are deemed not to qualify will be given the opportunity to strengthen their submission by amending any portion, or all, of its application. 4 Page 6 of 9

9 Process Description If an Applicant is not deemed qualified, or has been qualified as a Partner but with limitations, the Partner Application may be strengthened and resubmitted either by a) taking on a suitable partner as a Co-Applicant/Partner Organization(s); or by b) taking on a suitable partner as the Applicant/Lead Organization and becoming the Co- Applicant/Partner Organization. If a non-qualifying Applicant s situation changes or improves, then they can re-submit their application at a later date. 5.3 Stage 2 Project Application TBL Evaluation Prior to expending time and effort completing and submitting the Project Application portion of the TBL Evaluation the Applicant/Lead Organization is encouraged to initiate discussions with The City to determine if the resources required for the proposed project are available. Once the Partner Application has been reviewed using the TBL Evaluation Criteria and the Applicant has been notified in writing that they are qualified, then a Project Application may be submitted along with a copy of the previously submitted Partner Application with any changes since its submission, or additional information, highlighted as indicated in the forms. At the time of each subsequent Project Application coming forward, the Applicant will be required to confirm that there have been no significant changes in their organization s status, structure, contact information, representative information, etc. otherwise additional information will be required as per the preceding paragraph. The Project Application will be reviewed by Administration using the TBL Evaluation Criteria. The Project will qualify if it reaches a minimum scoring threshold and fits within the scale of the Partner s Funding Capacity. An Applicant must also pass the Financial Capacity, Budget and Environmental Standards sections. Administration may place conditions on the Project Application moving forward; e.g. limits on size/scope of the proposed project; limits on City resources to be made available. A personal interview may be required to complete the TBL Evaluation. Applicants will be notified in writing if their Project has qualified. Following feedback from Administration, Applicants whose Project does not qualify will be given the opportunity to strengthen their submission by amending any portion, or all, of its application. If a Project has not qualified, or has been qualified but with limitations, the Applicant may strengthen and resubmit its Project Application either by a) taking on a suitable partner as a Co-Applicant/Partner Organization(s); or by b) taking on a suitable partner as the Applicant/Lead Organization and becoming the Co-Applicant/Partner Organization. Page 7 of 9

10 Process Description If an Applicant s situation changes/improves or the Project is modified to meet the Partner s limitations, they can re-submit at a later date. If the Applicant s project does qualify and suitable land and/or appropriate resources are available, then Administration will take the Applicant and the Project through The City s approval process for dispositions. 5.4 Approval Process for Dispositions A Method of Disposition Report will be submitted to Council by Administration through the Land and Asset Strategy Committee (LASC) summarizing the Applicant s trackrecord, financial capacity and the Project. If supported by Council, Administration will negotiate the details of The City s involvement in the Project with the Applicant and create a Letter of Understanding outlining the Fundamental Terms and Conditions of an agreement. A further Disposition Report will be made to Council by Administration through LASC summarizing the agreed upon Fundamental Terms and Conditions. If supported by Council, a Legal Agreement will be generated by The City s Law Department incorporating any approval conditions imposed by Council and laying out the specific details and conditions which will govern both The City and the Applicant with respect to the Project. 5.5 Flow-diagram/guide for the successful completion of the Evaluation and Approval Process Step 1: Stage 1 - Partner Application TBL Evaluation. All required sections are passed and minimum scoring threshold is achieved. Step 2: Stage 2 Project Application TBL Evaluation. All required sections are passed and minimum scoring threshold is achieved. Step 3: Method of Disposition Report considered by Council. Step 4: Successful negotiations of Fundamental Terms and Conditions between Administration and Applicant. Step 5: Disposition Report outlining Fundamental Terms and Conditions considered by Council. Page 8 of 9

11 Process Description 6.0 Request for Proposals (RFPs) and Expressions of Interest (EOIs) Administration may issue EOIs and/or RFPs for the development of Affordable Housing on City-owned land. Applicants who qualify using the will be eligible to receive and respond to either of these. Page 9 of 9

12 Page 1 of 2 PARTNER APPLICATION for The City of Calgary Participation in an Part 1a - Applicant/Lead Organization Applicant/Lead Organization: Contact Person: Contact Address: Contact Phone Number: ( ) - ext. Contact Address: Alternate Contact Person: Alternate Contact Address: Alternate Contact Phone Number: ( ) - ext. Alternate Contact Address: Type of Organization: (Check all that apply) Private Non-Profit Public Non-Profit Private Company Other: Applicant/Lead Organization s Mission: (Mission statement, goals, objectives, type of business, etc.) Organization Details: (If affiliate or branch of a larger body) Provide Copies of the Following: (Include any other documents that support the application, e.g. pamphlets, etc.) Certificate/Article of Incorporation Charitable Status Details Board Authorization Letter/Minutes Charitable Registration Number Submission Letter Copy of Constitution and Bylaws Letter(s) of Support (community, alderman, etc.) Corporate Registry Search Organizational Chart (Show key members of board, building committee, staff, volunteers, etc.) Organization s Board Members/Directors: (Include all names on the Organizational Chart) Member/Director Name Position/Role Background Page 1 of 2

13 Page 2 of 2 PARTNER APPLICATION for The City of Calgary Participation in an Part 1a - Applicant/Lead Organization (Add additional personnel in Other Relevant Info ) Other Relevant Information: (Provide any information that would support partnering with The City) FOR OFFICE USE ONLY: Applicant/Lead Organization - Information: Social Environmental Economic Total /5 /5 /5 /15 Page 2 of 2

14 TBL Evaluation for The City of Calgary Participation in an Part 1b - Applicant/Lead Organization Submission Letter (To be provided on the Organization s letterhead) The City of Calgary Office of Land Servicing and Housing P.O. Box 2100, Stn. M, #195 Calgary, Alberta T2P 2M5 Attention: Affordable Housing Coordinator Re: Participation in a City of Calgary (If non-profit) I, (name) am the (position) of (Organization s full legal name) (the Organization) being the Applicant/Lead Organization making the subject Submission. In accordance with a resolution duly passed by the Organization s board of directors on (date), a copy of which is attached, (minutes are to be signed by any two of the following officers: President, 1 st or 2 nd Vice-President, Secretary, Treasurer; and be under seal. Resolution is to indicate that the board has been fully apprised of what information is to be included in the Submission) I have the delegated authority to represent the Organization with respect to the Submission and bind and make representations for the Organization. OR (If private organization) I, (name), in my capacity as (position) of (Organization s full legal name) (the Organization) have the authority to make this Submission and bind and make representations for the Organization. I certify that none of the Organization s officers/directors have any actual or perceived conflict of interest between the Organization s interests and the interests of The City under this process. Furthermore, I certify that none of the Organization s officers/directors have any pecuniary interest in the Submission (not required if a private company). I acknowledge that if a conflict or pecuniary interest exists or becomes apparent, The City may, at its discretion, withhold consideration of the Submission. I certify that all information (this includes any and all partners/co-applicants) provided in the Submission as a whole is accurate and current at the date of writing. Also that The City will be notified of any amendments, corrections, revisions or significant updates to the information which will be supplied to The City as soon as possible. I authorize and consent to The City receiving and exchanging with others referred to in the Submission any references and reports provided; including those for past projects. I understand that such information may be a factor in the decision of The City to participate in this initiative. I acknowledge that I have read and understand the Process Description and that the purpose of the documentation submitted is to provide information to The City about participating in an affordable housing initiative. The completion and submission of these documents in no way obligates The City to accept the Organization s proposal nor is it in any way binding upon The City; nor is The City acting as an approving authority. Furthermore, any resources or funds expended in the preparation of the Submission are entirely at the Organization s risk unless expressly agreed upon in advance in writing by The City. Yours truly, (Signature) (Title)

15 d Part 2a Co-Applicant/Partner Organization Co-Applicant/Partner Organization: (Use additional forms for multiple partners) Contact Person: Contact Address: Contact Phone Number: ( ) - ext. Contact Address: Alternate Contact Person: Alternate Contact Address: Alternate Contact Phone Number: ( ) - ext. Alternate Contact Address: Type of Organization: (Check all that apply) Private Non-Profit Public Non-Profit Private Company Other: Co-Applicant/Partner Organization s Mission: (Mission statement, goals, objectives, type of business, etc.) Relationship with Applicant/Lead Organization: (Details of relationship, e.g. legal partners (supply documentation), letter of understanding, funder, operator, etc.) Organization Details: (If affiliate or branch of a larger body) Provide Copies of the Following: (Include any other documents that supports the application, e.g. pamphlets, etc.) Certificate/Article of Incorporation Charitable Status Details Board Authorization Letter/Minutes Charitable Registration Number Submission Letter Copy of Constitution and Bylaws Letter(s) of Support (community, alderman, etc.) Corporate Registry Search Organizational Chart (Show key members of board, building committee, staff, volunteers, etc.) Organization s Board Members/Directors: (Include all names from Organizational Chart) Member/Director Name Position/Role Background Page 1 of 2

16 d Part 2a Co-Applicant/Partner Organization (Add additional personnel in Other Relevant Info ) Other Relevant Information: (Provide any information that would support partnering with The City) FOR OFFICE USE ONLY: Co-Applicant/Partner Organization - Information: Social Environmental Economic Total /5 /5 /5 /15 Page 2 of 2

17 Part 2b - Co-Applicant/Partner Organization Submission Letter (To be provided on the Organization s letterhead) The City of Calgary Office of Land Servicing and Housing P.O. Box 2100, Stn. M, #195 Calgary, Alberta T2P 2M5 Attention: Affordable Housing Coordinator Re: Participation in a City of Calgary (If non-profit) I, (name) am the (position) of (Partner Organization s full legal name) (the Partner Organization) being the Co-Applicant/Partner Organization for the subject Submission. In accordance with a resolution duly passed by the Partner Organization s board of directors on (date), a copy of which is attached, (minutes are to be signed by any two of the following officers: President, 1 st or 2 nd Vice-President, Secretary, Treasurer; and be under seal. Resolution is to indicate that the board has been fully apprised of what information is to be included in the Submission) I have the delegated authority to represent the Partner Organization as a co-applicant with respect to the Submission and bind and make representations for the Partner Organization. OR (If private organization) I, (name), in my capacity as (position) of (Partner Organization s full legal name) (the Organization) have the authority to make this Submission and bind and make representations for the Organization. I certify that none of the Partner Organization s officers/directors have any actual or perceived conflict of interest between the Partner Organization s interests and the interests of The City under this process. Furthermore, I certify that none of the Partner Organization s officers/directors have any pecuniary interest in the Submission (not required if a private company). I acknowledge that if a conflict or pecuniary interest exists or becomes apparent, The City may, at its discretion, withhold consideration of the Submission. I certify that all information provided to the Applicant/Lead Organization to include in the Submission is accurate and current at the date of writing. Also, that the Applicant/Lead Organization will be notified of any amendments, corrections, revisions, or significant updates to the information. I authorize and consent to The City receiving and exchanging with others referred to in the Submission any references and reports provided; including those for past projects. I understand that such information may be a factor in the decision of The City to participate in this initiative. I acknowledge that I have read and understand the Process Description and that the purpose of the documentation submitted is to provide information to The City about participating in an affordable housing initiative. The completion and submission of these documents in no way obligates The City to accept the Organization s proposal; nor is it in any way binding upon The City; nor is The City acting as an approving authority. Furthermore any resources or funds expended in the preparation of the Submission are entirely at the Organization s risk unless expressly agreed upon in advance in writing by The City. Yours truly, (Signature) (Title)

18 Part 3a - Applicant/Lead Organization Financial Capacity Applicant/Lead Organization: Liability Ratio: (Provide the relevant financial information to calculate current asset to current liability ratio; or provide an affidavit executed by an authorized individual indicating what the ratio is. The Liability Ratio is the number obtained when the value of the total current assets is divided by the value of the total current liabilities.) Bankruptcy: (Provide information regarding any bankruptcy proceedings involving any organization to be involved with a prospective project) Funding Sources: (Indicate regular sources of funding and annual amounts; for private entities indicate revenue sources; add additional information under Other Relevant Information.) Source Amount ($) Capital Operating Other Annual Total Other Funding Sources: (Indicate any other sources of funding, the interval and amounts; add additional information under Other Relevant Information.) Source Interval Amount ($) Capital Operating Other Annual Total Potential Funding Sources: (Indicate any one-time sources of funding and amounts, e.g. government grants, philanthropic, etc.; add additional information under Other Relevant Information.) Source Amount ($) Capital Operating Other Annual Total Page 1 of 2

19 Part 3a - Applicant/Lead Organization Financial Capacity Funding Source Conditions: (Indicate if there are any conditions tied to any of the foregoing funding sources) Provide Copies of: Latest Approved Financial Statement OR Financing Reference Letter Other Relevant Information: (Provide any other information that would support partnering with The City) FOR OFFICE USE ONLY: Applicant/Lead Organization Financial Capacity: Pass Fail Conditions Identified: Page 2 of 2

20 Part 3b - Applicant/Lead Organization Financing Reference Letter (To be provided on Financial Institution letterhead and to include signatory s position and contact information) The City of Calgary Office of Land Servicing and Housing P.O. Box 2100, Stn M, #195 Calgary, Alberta T2P 2M5 Attention: Affordable Housing Coordinator RE: Application to work as a partner with The City of Calgary to deliver Affordable Housing (Applicant/Lead Organization) has been a customer of (Financial Institution) for (x) years and has fulfilled its obligations. Our largest single credit with (Applicant/Lead Organization) to date has been $(xx.xx). OR Real estate projects financed to date by (Financial Institution) include: (Repeat as necessary) Project Name: (xxxxxxxxx) Type of Project: (xxxxxxxxx) Credit/Loan/Mortgage Amount : $(xxxxx.xx) Year: (xxxx) AND (Applicant/Lead Organization) currently has credit facilities available aggregating approximately $ (xxxxxx.xx) OR (Applicant/Lead Organization) currently has no credit facilities available. We would welcome the opportunity to consider credit facilities for (Applicant/Lead Organization) for a project subject to our lending criteria being met in the amount of $(xxxxxx.xx). Yours Sincerely, (Finance Officer)

21 Part 4a Co-Applicant/Partner Organization Financial Capacity Co-Applicant/Partner Organization: (Use additional forms for multiple partners) Liability Ratio: (Provide the relevant financial information to calculate current asset to current liability ratio; or provide an affidavit executed by an authorized individual indicating what the ratio is. The Liability Ratio is the number obtained when the value of the total current assets is divided by the value of the total current liabilities.) Bankruptcy: (Provide information regarding any bankruptcy proceedings involving any organization to be involved with a prospective project) Funding Sources: (Indicate regular sources of funding and annual amounts; for private entities indicate revenue sources; add additional information under Other Relevant Information.) Source Amount ($) Capital Operating Other Annual Total Other Funding Sources: (Indicate any other sources of funding, the interval and amounts; add additional information under Other Relevant Information.) Source Interval Amount ($) Capital Operating Other Annual Total Potential Funding Sources: (Indicate any one-time sources of funding and amounts, e.g. government grants, philanthropic, etc.; add additional information under Other Relevant Information.) Source Amount ($) Capital Operating Other Annual Total Page 1 of 2

22 Part 4a Co-Applicant/Partner Organization Financial Capacity Funding Source Conditions: (Indicate if there are any conditions tied to any of the foregoing funding sources) Provide Copies of: Latest Approved Financial Statement OR Financing Reference Letter Other Relevant Information: (Provide any other information that would support partnering with The City) FOR OFFICE USE ONLY: Applicant/Lead Organization Financial Capacity: Pass Fail Conditions Identified: Page 2 of 2

23 Part 4b Co-Applicant/Partner Organization Financing Reference Letter (To be provided on Financial Institution letterhead and to include signatory s position and contact information) The City of Calgary The Office of Land Servicing and Housing P.O. Box 2100, Stn M, #195 Calgary, Alberta T2P 2M5 Attention: Affordable Housing Coordinator RE: Application to work as a partner with The City of Calgary to deliver Affordable Housing (Co-Applicant/Partner Organization) has been a customer of (Financial Institution) for (x) years and has fulfilled its obligations. Our largest single credit with (Co-Applicant/Partner Organization) to date has been $(xx.xx). OR Real estate projects financed to date by (Financial Institution) include: (Repeat as necessary) Project Name: (xxxxxxxxx) Type of Project: (xxxxxxxxx) Credit/Loan/Mortgage Amount : $(xx.xx) Year: (xxxx) AND (Co-Applicant/Partner Organization) currently has credit facilities available aggregating approximately $ (xx.xx) OR (Co-Applicant/Partner Organization) currently has no credit facilities available. We would welcome the opportunity to consider credit facilities for (Co-Applicant/Partner Organization) for a project subject to our lending criteria being met in the amount of $(xx.xx). Yours Sincerely, (Finance Officer)

24 Part 5 - Project Experience Project Name: (Describe up to 3 recent projects in which any parties involved in the Submission have been substantially involved; repeat sheet as required) Address/Location: Project Description: (Include gross buildable floor area, mixed use components, fit within community etc) /5 /5 /5 X2 /30 Organization s Role: (Describe role in project: non-profit, private, operator, fundraiser, other) /5 /5 /5 X2 /30 Partner(s): (Contact information for any partners and if they were: non-profit, private or public company, municipality, other) Project Team: (Include members of staff, volunteers and consultants; provide an organizational chart) Name Position/Company Qualifications/Experience Full/Part-Time/Volunteer Client(s): (Contact information for any clients and if they were: non-profit, private or public company, municipality, other) Operator: (Contact information for operator and their related experience if project is a rental property) Page 1 of 5

25 Part 5 Project Experience Target Group: (Describe the target group demographic (& referral sources); how your project meets the needs of the group) /5 - - X4 /20 Unit Mix, Rents/Sales Prices: (Use representative/typical rates and range for rents and sales prices) Type Studio 1-Bdrm. 2-Bdrm Other Avg. Size (sq.ft.) Non-Market Entry-level Market Full Market $ # $ # $ # Unit Total # of Barrier Free Units Project Management: (Describe how the project was managed including links with the construction management, project budget accountability, decision making process, chain of command, administrative roles and responsibilities, etc.) Project Timeline: (Indicate project commencement and completion dates, milestones, whether project was on schedule and if not why not) - /5 /5 X2 /20 Communications: (For both the planning and construction phases of the project: describe the public engagement process, and the consultation/communication plan; any consequent issues identified and mitigation measures used) /5 /5 - X4 /40 Project Site Details: Indicate location (urban inner city, suburban, brownfield, greenfield etc); site area, land use, density (as allowed by land use and actual). Indicate if a land use redesignation was required, if the site was subject to any master plan and/or architectural guidelines and whether they were statutory or self-imposed. Describe rationale for site location e.g. proximity to transit, community services and employment etc. Page 2 of 5

26 Part 5 Project Experience Project Design: (Architectural features, integrated design, density, building form/type, indoor & outdoor amenity spaces, landscaping, mass, unit lay out, fit with community & target group etc.) Sustainability: (Describe any special sustainability features; indicate if the project was certified to LEED, Built-Green, R2000, or other standards) /5 /5 - X3 /30 Parking: (Number of stalls, any relaxation required, above or below grade, other; was number supported by a traffic study) /5 /5 /5 X1 /15 Construction Management: (Arrangements for management of construction management on a day-to-day basis) - /5 /5 X1 /10 Construction Type & Materials: (Wood, concrete, steel, mixture; combustible, non-combustible; etc.) - /5 /5 X1 /10 Capital Budget: (round all numbers to the next highest $1000) Item Budget ($) Actual ($) Land Acquisition Building Construction Site Improvements Fees, Levies, Assessments, etc. Consultants Financing Other (specify) Page 3 of 5

27 Part 5 Project Experience Other (specify) Total Capital Funding Sources & Fundraising: (Provide details for the sources of all funding and any related restrictions; include mortgages, loans, grants, sales, etc.; over what period of time did it take to raise the funds. Provide details for any fundraising campaign including timelines and amounts from each source) /5 /5 /5 X2 /30 Capital Surplus/Deficit: (Provide details for the use of any surplus funds or how a deficit was financed) - - /5 X4 /20 Operating Budget: (If operating for less than 5 years, provide actual and estimated; round all numbers to the next highest $100) Revenues Operating Expenses Administrative Expenses Maintenance Expenses Fixed Expenses Other (specify) Other (specify) Item Year 1 ($) Year 2 ($) Year 3 ($) Year 4 ($) Year 5 ($) Surplus/Deficit Operating Plan: (Provide details for all revenues and funding sources, e.g. the sources of all funding and any related restrictions; include rents, loans, grants, etc. and whether the funding is secured annually, tied to inflation, or ad hoc; how long affordability is protected. Provide details for ongoing income from market residential and/or commercial leases; revenues from sales of residential units and/or commercial spaces) /5 /5 /5 X2 /30 Surplus/Deficit: (Provide details for the use of any surplus funds, indicate how operating shortfalls are met and/or how a deficit is financed) Page 4 of 5

28 Part 5 Project Experience - - /5 X4 /20 Other Relevant Information: (Provide any other information that would support partnering with The City e.g. how it fits with good practice in affordable housing guidelines, any innovations, open book accounting, new products, design process, etc.) /5 /5 /5 X1 /15 Project Experience TBL Summary: FOR OFFICE USE ONLY: Social Environmental Economic Total /210 /210 /215 /635 Page 5 of 5

29 for The City of Calgary Participation in an Partner TBL Scoring Summary Part 1 - Applicant/Lead Organization - Information: Documentation: Certificate/Article of Incorporation Board Authorization Letter/Minutes Submission Letter Letter(s) of Support Organizational Chart Charitable Status Details Charitable Registration Number Copy of Constitution and Bylaws Corporate Registry Search Other: Social Environmental Economic Total /5 /5 /5 /15 Part 2 - Co-Applicant/Partner Organization - Information: Co-Applicant/Partner Organization: Documentation: Certificate/Article of Incorporation Board Authorization Letter/Minutes Submission Letter Letter(s) of Support Organizational Chart Charitable Status Details Charitable Registration Number Copy of Constitution and Bylaws Corporate Registry Search Other: Social Environmental Economic Total /5 /5 /5 /15 Part 3 - Applicant/Lead Organization Financial Capacity: Co-Applicant/Partner Organization: Pass Fail Financial Capacity Letter Conditions Identified: Part 4 - Co-Applicant/Partner Organization - Financial Capacity: Co-Applicant/Partner Organization: Pass Fail Financial Capacity Letter Conditions Identified: Page 1 of 11

30 for The City of Calgary Participation in an Partner TBL Scoring Summary Part 5 - Project Experience: Project 1: Address/Location: Project Description: /5 /5 /5 X2 /30 Organization s Role: (Describe role in project: non-profit, private, operator, fundraiser, other) /5 /5 /5 X2 /30 Partner(s): Target Group: /5 - - X4 /20 Unit Mix, Rents/Sales Prices: Project Management: Page 2 of 11

31 Project Timeline: PARTNER APPLICATION for The City of Calgary Participation in an Partner TBL Scoring Summary - /5 /5 X2 /20 Communications: /5 /5 - X4 /40 Project Site Details: Project Design: Sustainability: /5 /5 - X3 /30 Parking: /5 /5 /5 X1 /15 Construction Management: - /5 /5 X1 /10 Construction Type & Materials: - /5 /5 X1 /10 Page 3 of 11

32 Capital Budget: PARTNER APPLICATION for The City of Calgary Participation in an Partner TBL Scoring Summary Capital Funding Sources & Fundraising: /5 /5 /5 X2 /30 Capital Surplus/Deficit: - - /5 X4 /20 Operating Budget: Operating Plan: /5 /5 /5 X2 /30 Surplus/Deficit: - - /5 X4 /20 Other Relevant Information: /5 /5 /5 X1 /15 Summary Project 1: Social Environmental Economic Total /210 /210 /215 /635 Page 4 of 11

33 Project 2: Address/Location: PARTNER APPLICATION for The City of Calgary Participation in an Partner TBL Scoring Summary Project Description: /5 /5 /5 X2 /30 Organization s Role: (Describe role in project: non-profit, private, operator, fundraiser, other) /5 /5 /5 X2 /30 Partner(s): Target Group: /5 - - X4 /20 Unit Mix, Rents/Sales Prices: Project Management: Project Timeline: - /5 /5 X2 /20 Page 5 of 11

34 Communications: PARTNER APPLICATION for The City of Calgary Participation in an Partner TBL Scoring Summary /5 /5 - X4 /40 Project Site Details: Project Design: Sustainability: /5 /5 - X3 /30 Parking: /5 /5 /5 X1 /15 Construction Management: - /5 /5 X1 /10 Construction Type & Materials: - /5 /5 X1 /10 Page 6 of 11

35 Capital Budget: PARTNER APPLICATION for The City of Calgary Participation in an Partner TBL Scoring Summary Capital Funding Sources & Fundraising: /5 /5 /5 X2 /30 Capital Surplus/Deficit: - - /5 X4 /20 Operating Budget: Operating Plan: /5 /5 /5 X2 /30 Surplus/Deficit: - - /5 X4 /20 Other Relevant Information: /5 /5 /5 X1 /15 Summary Project 2: Social Environmental Economic Total /210 /210 /215 /635 Page 7 of 11

36 Project 3: Address/Location: PARTNER APPLICATION for The City of Calgary Participation in an Partner TBL Scoring Summary Project Description: /5 /5 /5 X2 /30 Organization s Role: (Describe role in project: non-profit, private, operator, fundraiser, other) /5 /5 /5 X2 /30 Partner(s): Target Group: /5 - - X4 /20 Unit Mix, Rents/Sales Prices: Project Management: Project Timeline: - /5 /5 X2 /20 Page 8 of 11

37 Communications: PARTNER APPLICATION for The City of Calgary Participation in an Partner TBL Scoring Summary /5 /5 - X4 /40 Project Site Details: Project Design: Sustainability: /5 /5 - X3 /30 Parking: /5 /5 /5 X1 /15 Construction Management: - /5 /5 X1 /10 Construction Type & Materials: - /5 /5 X1 /10 Capital Budget: Page 9 of 11

38 for The City of Calgary Participation in an Partner TBL Scoring Summary Capital Funding Sources & Fundraising: /5 /5 /5 X2 /30 Capital Surplus/Deficit: - - /5 X4 /20 Operating Budget: Operating Plan: /5 /5 /5 X2 /30 Surplus/Deficit: - - /5 X4 /20 Other Relevant Information: /5 /5 /5 X1 /15 Summary Project 3: Social Environmental Economic Total /210 /210 /215 /635 Page 10 of 11

39 for The City of Calgary Participation in an Partner TBL Scoring Summary Summary - Partner TBL Scoring: This is the max number of points available. If information has not been provided for all three projects then the scoring total should be reduced to reflect this. Social Environmental Economic Total /640 /640 /655 /1935 Financial Capacity: (Combined capacity if more than just Applicant/ Lead Organization) Pass Fail Conditions Identified: Project Score by Weighting: This section is for the scoring panel to see the distribution of the scores by weighting factor. Weighting Score Social Environmental Economic X1 / / / X2 / / / X3 / / / X4 / / / Totals / / / Page 11 of 11