First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program. Request for Proposals 2014 and 2015 Allocation

Transcription

1 First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program Request for Proposals 2014 and 2015 Allocation Launch Date: September 17, 2014 Deadline: Submissions must be received by OAHS Head Office by October 15, 2014 at 2:00pm EST Ontario Native Women s Association

2 Table of Contents 1 Introduction 2 Organization 3 Proposal 4 Community Needs Determination 5 Schedule 6 Financial Summary 7 Partnership Response/Commitment 8 Proponent & Community Equity Contributions Page 3 Page 6 Page 6 Page 9 Page 9 Page 11 Page 11 Page 11 Appendices B C D E F G H I Sample Resolution Proponent Checklist First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program Guidelines (separate) Proposed Partnership Agreement (provided as required) Capital Budget, New Construction/Multiple Unit Acquisition/Rehabilitation Capital Budget, Scattered Unit Acquisition/Rehabilitation Accessibility Recommendations Operating Cash Flow Projection Allocation for 2014 and 2015 Page 2

3 Section 1 Introduction The First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program is intended to target gaps where significant demonstrated need has been identified, but provision of Aboriginal housing through previous programs has not taken place. Preference will be given to communities that have been identified based on the incidence of low to medium income households that have not received First Nation, Inuit, Métis Urban & Rural Housing Program rental allocations. Some of those communities are North Bay, Timmins, Kitchener, Chatham-Kent, and Barrie. In addition, proponents who have densification opportunities available (i.e. land and/or buildings purchased with prior funding that would support additional development) that would allow additional units to be efficiently delivered, may apply. To encourage economical use of all resources, including land acquired or optioned during previous programs, additional units may be built on existing serviced land that is suitably zoned. This RFP, associated Guidelines, and related material are conditional upon final approval of the related Administration Agreement. To be eligible, proponents must meet the eligibility criteria set out in Section 3.2 of the guidelines. Proponents responding to this request for proposals must follow the order of the format in their submissions. Whether using provided forms or creating an original document, the format (completed sections and same numbering) must be used. The maximum allowable capital cost per unit is $150,000. Exceptions will be made in the following circumstances: 1. It can be demonstrated that construction costs are higher to allow for consideration of actual cost, or 2. The project is going to target deeper affordability (IRC/RGI). If either or both conditions are met and demonstrated, the maximum allowable capital cost per unit of $170,000 may be allowed. Upon receipt of a submission, all proponents will be provided with a notification of receipt by OAHS if received by the deadline (October 15, 2014 at 2:00pm EST). All submissions will be reviewed by staff for completeness and eligibility, with those that are eligible and complete being forwarded to the Proposal Review Committee (PRC). Funding for Rental Housing developments will based on the following initial requirements: project viability construction-readiness for rental developments urgency of housing need availability of funding. All applications for development must: Meet priorities identified in First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program guidelines, and applicable proposal calls Have all required municipal approvals such as zoning, minor variances, land severances, or site plan approvals in place to permit the proposed development, or be well advanced in the planning approvals process Allocation for 2014 and 2015 Page 3

4 Be able to sign a Partnership Agreement (PA) within 30 days of OAHS and Ministerial approval Start construction within 60 days after signing a Partnership Agreement. Be financially viable from a construction and operating cost perspective based on OAHS confirmation Be able to meet the 20-year affordability requirement Meet the current Ontario Building Code and Canadian Environment Assessment Act (CEAA) requirements Have rents that on average for the development are at or below 80% of the Average Market Rent (AMR) for the community Have identification of support services, if required Address local housing needs and target tenant groups under the program Have an occupancy plan in place to ensure that units will be occupied in a timely manner The CMHC Affordable Housing Centre offers two initiatives to help with proposal development: Seed Funding Program and Proposal Development Funding (PDF). For more information on program guidelines and application forms, please see the attached links: Please reply with a letter of intent as soon as possible if you are planning to submit an RFP The First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program Rental Housing allocation for 2014 and 2015 is $6.3 million with a target of at least 42 units. Future RFP s will be planned and communicated accordingly. In addition, there is a requirement for OAHS to have partnership agreements with successful proponents in place by December of each year, or the funds get redistributed and removed from the First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program and they will not be carried forward into the next fiscal period. If you have any questions please submit by September 30, 2014 in writing to: Ontario Aboriginal Housing Services Attn: First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program RFP Questions Address: 500 Bay St. Sault Ste. Marie, ON P6A 1X5 or Fax: or fimur-rfp@oahssc.ca All questions will be answered by fax/ in a timely manner, and posted on the OntarioAboriginalHousing.ca website. No identifying information will be included in the responses. Allocation for 2014 and 2015 Page 4

5 Submit your completed proposals (six (6) hard copies) to: Attn: Ontario Aboriginal Housing Services First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program RFP 500 Bay St. Sault Ste. Marie, ON P6A 1X5 Plus one electronic copy ed to: Subject Line: First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program RFP Both hard copies (6 in total) and ed copy must be received by deadline for Proposal to be considered valid. MUST HAVE S APPLICATIONS ARE TO BE COMPLETED IN FULL, INCOMPLETE APPLICATIONS WILL NOT BE CONSIDERED. PROPONENTS MUST FOLLOW THE NUMBERED ORDER OF THE RFP FORMAT IN THEIR SUBMISSIONS. ADDITIONAL INFORMATION ATTACHED NEEDS TO BE INCLUDED IN/WITH THE APPROPRIATE SECTIONS OF THE SUBMISSION. ALL SUPPORTING DOCUMENTATION MUST BE INCLUDED AT TIME OF SUBMISSION. PROPOSALS SUBMITTED AFTER THE DEADLINE WILL NOT BE CONSIDERED. SIX HARD COPIES OF YOUR PROPOSAL MUST BE SUBMITTED, INCLUDING ALL ATTACHMENTS AN ELECTRONIC COPY OF YOUR PROPOSAL MUST BE ED TO fimur-rfp@oahssc.ca, INCLUDING ALL ATTACHMENTS. PROPOSALS MUST BE SUBMITTED BY MAIL OR COURIER. FAXED OR ONLY SUBMISSIONS WILL NOT BE ACCEPTED. A COURTESY REMINDER TO PROPONENTS THAT OVERNIGHT SERVICE FROM PUROLATOR OR FEDEX MAY NOT BE AVAILABLE - PLEASE PLAN ACCORDINGLY. You must have a confirmation of receipt from OAHS or your RFP will not be considered as received. Allocation for 2014 and 2015 Page 5

6 Section 2 Organization Name & Address phone: ( ) - fax: ( ) - cell phone: ( ) - address: add to OAHS list? Yes Is this organization an Aboriginal non-profit housing corporation? Yes No If no, please describe. No Contact Person 1 First Name Last Name Title phone fax address Contact Person 2 First Name Last Name Title phone fax address *if partners are involved, please provide/attach full details (as above) Organizations are required to provide the following information: Incorporation number, Articles of Incorporation, and charitable status if applicable. History of the organization including a current list of board members/directors and their history (positions, longevity) with the corporation. Financial Statements for the past three (3) years. Describe the organization s involvement with this project and provide information on housing initiatives undertaken. Section 3 Proposal 3A Project Name Full Civic Address: 3B Project Legal Description Plan Block Lot Acres Hectares Allocation for 2014 and 2015 Page 6

7 3C Construction Type (check all that apply) New Construction Addition to existing residential units Conversion to proposed residential use Purchase and/or renovations/rehabilitation of existing residential rental units 3D Type of Building 3E Target Client: Indicate the different client types (including individuals) that will be housed in the project. Low-to-moderate income families Low- to moderate income individuals Individuals with special needs (specify) Low-to-moderate income seniors Other (specify) Single Detached Semi-Detached Row House Rooming House Apartment Other (specify) 3F Number of Units - Indicate the number of units as described: # Affordable (max. 80% average market rent) Housing Units Transitional Housing Units Supportive Housing Units Income Rent Calculation Units (AKA RGI - 25% of income) Other (specify) Other (specify) Total number of units in the project Number of units by type that will be barrier free Studio 1 bedroom 2 bedroom 3 bedroom other (specify) # Allocation for 2014 and 2015 Page 7

8 For a submission to be considered for funding under this Request for Proposals, the combination of monthly rents (at a maximum monthly rate of at least twenty percent (20%) or more below the Average Market Rent) and utilities (or utility allowance) must be affordable to the targeted households in your community. Which of the following (if any) are included in the monthly rent? Electricity Heat Water & Sewer Cable Other (specify) 3G Preliminary Concept of Project (and type i.e. supportive, affordable etc) Describe the proposed project. Attach maps, sketches, and/or plans of the proposed project (example: site plans, elevations, floor plans, etc.). Describe the type of construction (example: on-site, modular, etc.), and specify any features. Development Team Please identify, as part of the mandatory criteria, Aboriginal individuals or firms. Indicate below if the Organization has chosen any members of its development team. Project Manager: (firm and contact) Address: Telephone: address Fax: Design-build Developer: (firm and contact) Address: Telephone: address: Fax: Developer s Architect: (firm and contact) Address: Telephone: address: Fax: Construction Management Construction Manager: (contact) Address: Telephone: address: Fax: Allocation for 2014 and 2015 Page 8

9 3H Use of green building and energy efficient technology Provide details of the use of green building and energy efficient technology. In the space provided under the Capital Cost Estimate, please indicate the total additional cost for providing this. 3I Property Acquisition Does the proposal involve acquiring property? Yes No If no, please attach copy of the title. Sellers Name Name on title when the project is complete 3J Describe any mortgages caveats easements etc., that are anticipated to be registered on title. 3K Does the site have the proper land use designation (zoning)? Yes No If yes, include land use documentation. 3L Are there any environmental issues related to the property? Yes No If yes, please describe. Section 4 Community Needs Determination Description of Tenants Please describe the tenants in relation to the objectives of the First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program. What are the indicators that the target tenants are a priority in the community? Please make reference to any community studies on housing, for example, Supporting Community Partnerships Initiativefunded studies, municipal or regional declarations of support, etc. How will tenants be identified, by whom, and using what criteria? What will be the legal relationship between the Proponent and the tenant? Will tenancy be conditional on engagement in a program to address the issues which have made the tenant eligible for the housing? Which communities will be served by the Project? Section 5 Schedule Target construction start Target occupancy date Allocation for 2014 and 2015 Page 9

10 The Proponent must estimate when it will be able to achieve the major milestones toward completion and occupancy. Please refer to the introduction for the time constraints and review process. The first stage is reaching the point where OAHSSC can give the Proponent Final Project Commitment and includes achieving the following items: confirmation of all local land use approvals, i.e. zoning, Development Permit, building permit; verification of the capital budget satisfactory to OAHSSC; agreement on an operating budget satisfactory to OAHSSC; design drawings and commitment to appropriate specifications satisfactory to OAHSSC; and confirmation (if agreement(s) are finalized) of all required support service funding. The second stage spans all the work required from Final Project Commitment by OAHSSC to completion and occupancy. The schedule can be in a format similar to that below or as a Gantt chart. Schedule from RFP Submission to Project Occupancy Activity 1. Land / lease negotiations complete indicate ( ) if completed indicate ( ) if not completed Date of Completion Time Required (in weeks) for Task and any Comments 2. Feasibility, scope development and costing completed 3. Design drawings and outline specifications completed 4. Municipal land use approvals achieved, including Dev. Permit 5. Capital budget development completed 6. Detailed support services plan completed and funding approved 7. Operating budget completed and approved 8. Review of working drawings by OAHSSC 9. Final Project commitment from OAHSSC 10. Completion and execution of contract documents 11. Building permit issued 12. Execution of lease, mortgage, operating agreements 13. Construction start 14. First construction advance 15. Substantial completion 16. Interest adjustment date 17. Occupancy Allocation for 2014 and 2015 Page 10

11 Section 6 Financial Summary The information provided below must be consistent with the capital and operating budgets submitted. a. Total capital cost b. First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program Funding requested c. Non-profit/community equity d. Mortgage financing required Note: a. Total capital cost = b. First Nation, Inuit, Métis Urban & Rural 2014/20 Housing Program Funding requested + c. Non-profit/community equity + d. Mortgage financing required Section 7 Partnership Response/Commitment Please indicate here whether the Proponent has another significant funding partner already committed. Section 8 Proponent and Community Equity Contributions Aboriginal Housing Providers can mobilize local financial support for their Projects. Please summarize those contributions below, identifying the source and nature of the contribution under Description. For example, an Organization might donate the land; a municipal government might provide a grant equivalent to Development Cost Charges or might lease a site at a nominal cost. Source Proponent Municipal government Other community partners Other TOTAL Description (including any conditions) Value Please submit copies of any written commitments for financial support from community supporters, including municipal resolutions and letters of conditional support from service clubs or foundations if applicable. Allocation for 2014 and 2015 Page 11