NPP-RPP Program Year Application and Contract Documents. Due Date: July 29, Jerome Nagy Program Director Tracey Jordan Program Staff

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1 NPP-RPP Program Year Application and Contract Documents Due Date: July 29, 2016 Jerome Nagy Program Director Tracey Jordan Program Staff

2 Application First things first: ADOBE get the latest version and/or update. Application is divided into sections: General organization info, etc. Selecting your organization will automatically fill in your SHARS number. Please keep track of it. You may need it later. If your mailing address and physical office address are not the same be sure to include both. If the ED is not the main contact for the program be sure to add a contact person. Section A Needs Assessment & Strategic Planning Yes responses to Questions 1-3 will require extra information. Use the boxes provided. A Yes response to Question 2 or 3 requires Questions 4-7 to be completed. (Otherwise skip to Question 8.) Section B Governance & Board Requirements You will only answer Question 1b or 1c, depending on your program selection from Page 1. If you answer No to Question 2, you must provide an explanation. Section C Fiscal & Internal Controls ALL Questions answered No requires an explanation at the end of the section. Please number your response according to the Question.

3 Application continued Section D Past Performance & Other HCR Contracts If you answer Yes to Question 3, be sure to complete the Property Management Questionnaire section of the Work Plan. Section E Company Capacity Attach (or as ONE file) resumes for key Company staff responsible for Preservation Program Activities. There is a button on the last page of the form that brings you back to the first page. There is a SAVE button in the upper-right corner of the first page. Pressing this button will open up the Windows Explorer window and allow you to chose a location to save the file. Be sure to choose a location that you will be able to recall later on. It would be helpful if you would add your organization's name to the file name. (Ex NRPP Application Organization X)

4 Board Roster Minimum of five (5) board members is required for any preservation company participating in the program. NPCs - one third (at least 33%) of board members must reside within the service area. RPCs - the majority of board members (51% or more) must reside within the service area. Be sure to check the appropriate box for residency.

5 Program Agreement The Program Agreement is the template contract language for HTFC. For Companies that have received funds through other HTFC programs, this agreement should look somewhat familiar. The Program Agreement is tailored to N/RPP statute and program rules. Companies should review carefully as they compile the required information for the application/contract. Page 1 Select your organization. (Your SHARS ID will fill in at the top of the page.) Enter your organization s address. Select your program award amount. Page 12 Document must be signed by person authorized in Board Resolution Type in signed name and date signed We are accepting scans of this document. Please do NOT mail in the document. It will delay your award.

6 Exhibit A Service Area Description and Program Summary Certification of Service Area Checkbox for statutory certification Description of Service Area - In narrative form, please provide a brief description of your N/RPP approved service area including, though not limited to, demographics, community development needs, and information on housing conditions. Program Summary - Describe how your company s Preservation Program activities and the funds provided in the program year will be administered and the expected impact on residents, businesses, and other stakeholders in the service area.

7 Exhibit B - Budget Budget form is same as last year NPP award amount = $91,526 RPP award amount = $91,686 Page 1 Salaries page List name and title for staff receiving Program funds as all/part of their salary For each individual, list portion of salary from other funds Total Company Salary should be the total salary for each person Totals from Salaries page will carry over to next page Enter total number of company staff and total number of staff working on preservation program activities

8 Budget continued Page 2 Total N/RPC Budget Preservation Funds column is for expenses covered using Program Funds this total of this column should equal the award amount for your program Non-Preservation Program Funds column is for showing matching funds. This column must be a minimum of ½ (50%) of your award amount. NPC award $91,526 match $45,763 RPC award $91,686 match $45,843 If using Other rows, you must enter description of expense Company s Total Annual Admin Budget Do not forget to fill this in Amount must be the Total Funding-Total Budget box (lower right-hand corner of table)

9 Exhibit D - Work Plan Exhibit A Property Rehab and Construction General Units in Progress = units that will NOT be completed by the end of the program year (June 30, 2017) Enter the expected completion date in the far right column This date will be AFTER June 30, 2017 Units to be Completed units that WILL be completed by the end of the program year Special Population Section Enter the number individuals of each category that are expected to be served by the activities listed Narrative write a description of the activities listed in the exhibit

10 Work Plan continued Exhibit B Client Assistance General Enter total number of Participants at or Below 90% AMI (Area Median Income) Enter total number of Participants Above 90% AMI Workshops Enter the total number of Workshops offered Enter the total number of Participants who attended the Workshops Tenant Associations Enter Number of Associations/Meetings Enter Number of Members Property Management Enter the number of Units in Buildings Managed by your organization Special Population Section Enter the number individuals of each category that are expected to be served by the activities listed Narrative Write a description of the activities listed in the exhibit

11 Work Plan continued Exhibit C Community Renewal Infrastructure - Assistance to Neighborhoods/Municipalities and Planning - Assistance to Neighborhoods/Municipalities Total number of projects to be In Progress at the end of the program year (June 30, 2017) Total number of projects to be Completed at the end of the program year Grants/Loans - Assistance to Neighborhoods/Municipalities Number of Grant Applications to be written and the number of Grants to be Administered Business Assistance Number of Business Loan Products provided Number of Businesses Attracted and the number of Businesses Retained Number of Local Merchant Associations your org help form or participated in Programs For all programs, enter the number of programs and number of individuals served Organizational Activities Number of Staff/Board Development events and the number of individuals served Number of HCR events and the number of individuals in attendance Partnerships Created Enter number of partnerships with local agencies, private sector companies, and statewide or national non-profits. Narrative Write a description of the activities listed in the exhibit

12 Work Plan continued Property Management Questionnaire Answer four questions and fill out table below, if applicable. Table Address of property Number of units List who manages the property company, an affiliate, a subsidiary? Is property subsidized by HCR Funds? Does revenue of property cover admin/operating costs? If not, how much Preservation Program Funds will be used to off-set costs? Note: No more than 10% of Program Funds may be used for this purpose. If you need additional sheets tracey.jordan@nyshcr.org.

13 Exhibit E - Vendor Responsibility Questionnaire *Note: This form has changed since the last contract. You must complete ALL sections Questions 8-9 For any Yes response, please provide the additional information requested in the space provided. Question 10a-i, 11, 12, or 13 For any Yes responses please provide detailed additional required information on separate pages. Question #14 Please note the changes in this question. If you have other contracts with NYS (as contractor or subcontractor) list them in the space provided. This form no longer needs to be notarized. This form requires a digital signature. If you require assistance please reach out to program staff.

14 Exhibit F - Board Resolution *The form provided is a template. You are NOT required to use this specific form. Your resolution needs to have the following: Must authorize someone (executive director, board president, etc.) to enter into contracts with Housing Trust Fund Corp. Must be dated with 90 days of July 1 Must be signed

15 Exhibit G - MWBE - EEO MWBE-EEO Statement (Proc-4 page 1) At the top of the form, fill in name of person authorized to sign and select the name of your organization; enter date, printed name, title, and signatures at bottom Form EEO (Proc-4 page 2) must be completed designated liaison name, EEO Goals entered, signature, title, and date required. The EEO Contract Goals are determined by county. Please see the chart on the last page for the list. Staffing Plan (Proc-1) Must be completed Offeror s Name is your organization name; signature, title, and date required *Scans of completed and signed forms will now be accepted. Hint: Hovering the pointer over a box will give information for what information is expected in that box.

16 Workers Comp and Disability Insurance Certificates Workers Comp Certificate generally form C Disability Certificate generally form DB-120 NPC/RPC Organization Name and Address (even if covered by parent organization) FEIN of NPC/RPC Organization (even if covered by parent organization) Housing Trust Fund Corp and The State of NY State Street Albany, NY Policy must not be expired. Coverage must start no later than July 1, 2016.

17 HTFC Disbursement Request Please fill out appropriate form (NPP or RPP) Fill out entire top section. (SHARS ID will fill in when organization is selected.) Form must be signed and dated. *Scans of completed and signed forms will now be accepted.

18 Depository Form *Note: This form has been modified since last year. Yes, one needs to be completed EVERY year. Select Program and Organization from dropdown boxes. (SHARS ID will fill in when organization is selected.) All Sections must be completed in entirety. Take extra time to VERIFY routing and account numbers. Errors will create delays in payment. Form must have organization signature. Bank representative no longer needs to sign. Scans of completed and signed forms will be accepted (and preferred). Miscellaneous Grants Gateway Must be prequalified Charities Bureau Must have current status OCR Programs Must be in good standing with all other OCR programs

19 Submission Please submit all documents via to both: and Questions? Tracey Jordan or Jerome Nagy