2017 2017-2019 Supported Hou Housing Development Com ompetitive - - PowerPoint PPT Presentation

2017 2017-2019 Supported Hou Housing Development Com

• mpetitive Ap

Application Train inin ing

Wednesday, May 30, 2018 1:30 to 3:30 pm Barbara Roberts Human Service Bldg. 500 Summer NE Salem Participation by Webinar: https://attendee.gotowebinar.com/register/617489418968861953

1

Health Systems Division

Training Presenters & Agenda

Presenters:  Elaine Sweet, Manager, Behavioral Health & Housing  Susan Lind, Housing Development Coordinator  Amy Cole, LIFT/MHH Program Manager, OR Housing & Com Services Agenda Items:

• 1. Welcome & Introductions
• 6. Application Info
• 2. General Overview
• 7. Application Review & Scoring
• 3. Eligible Populations
• 8. Project Budget
• 4. Housing Types
• 9. Questions & Wrap Up
• 5. Available Funding

2

Health Systems Division

Supported Housing Development

HSD is making available $2,660,000 and OHCS has committed an additional $2.4 million for the new construction or acquisition/rehab of community-based rental housing. These new units will serve individuals with either:

 Serious and Persistent Mental Illness (SPMI) Substance Use Disorder (SUD)

Eligible Applicants

The application process is open to entities registered and in good standing with the Secretary of State to do business in the State of Oregon. Applicants with the resources, skills and experience to develop this housing are invited to submit an Application.

3

Health Systems Division

General Overview

Important Dates

July 18, 2018 Applications must be delivered to HSD by 4:00 pm August 17, 2018 Planned announcement of funding awards by HSD May 31, 2019 HSD project funds must be expended, documentation submitted and approved by HSD

Application Website

Application documents, contact to submit questions, FAQ, updates to Application materials or the Application process can be found at: http://www.oregon.gov/oha/HSD/AMH/Pages/Housing-Funds.aspx

4

Health Systems Division

General Overview

Eligible Populations

Individuals with a Serious & Persistent Mental Illness (SPMI)

Individuals with SPMI who are able to live independently with appropriate supportive services available but not a condition of occupancy. (Refer to Attachment A of the Application Notice for SPMI definition.)

Individuals with a Substance Use Disorder (SUD)

Individuals with SUD who are transitioning to supportive housing as an alternative to a more intensive residential setting and are actively engaged in treatment or recovery activities. (Refer to Attachment A of the Application Notice for SUD definition.)

5

Health Systems Division

Eligible Populations

Housing Types

Supportive Housing Serving Individuals with SUD

Rental housing that is:

• Drug and alcohol free housing for individuals in a recovery program;
• Affordable for the target population;
• Community-based providing opportunities to interact with individuals

not in the target population;

• Private and secure with the same rights and responsibilities as any

renter. Refer to ORS 90.243, Qualifications for Drug and Alcohol Free Housing, for guidance on the occupancy of units for individuals with SUD.

6

Health Systems Division

Housing Types

Supportive Housing Serving Individuals with SPMI

Rental housing that is:

• Permanent and affordable housing;
• Community-based, providing opportunities to interact with individuals

not in the target population;

• Offers access to support services; participation in services is voluntary,

not a condition of tenancy;

• Private and secure with the same rights and responsibilities as any renter

and comparable to other rental housing in the market. The number of units in any Supportive Housing complex or building is not restricted.

7

Health Systems Division

Housing Types

Integrated Housing Serving Individuals with SPMI

Rental housing that is comparable to Supportive Housing with this exception: No more than 25% of units in a complex or building can be set aside for individuals with SPMI who have been referred by a contractor

• f the State (typically a service provider). The balance
• f units in the complex or building are available to all individuals.

Integrated Housing is comparable to “Supported Housing” that was an eligible housing type in previous applications. If project located in a Rural and Frontier Area, Integrated Housing of 5 or less units may qualify for an exemption to increase the unit limit to 50%.

8

Health Systems Division

Housing Types

Total Funding Amounts Available

9

Health Systems Division

Available Funding

Funding Source Funding Source Total

Funding for Projects Serving Individuals with SPMI

State General Funds (Mental Health Services Funds)

$ 500,000

Community Mental Health Housing Trust Fund (Trust Fund)

$ 1,160,000 Funding for Projects Serving Individuals with SUD

State General Funds (Alcohol & Drug Free Housing Funds)

$ 1,000,000

Per Project & Per Unit Maximums

10

Health Systems Division

Available Funding

Housing Type

Per Project Maximum Unit Maximum per SPMI or SUD unit Supportive Housing for Individuals with SPMI

$ 540,000 $ 60,000

Integrated Housing for Individuals with SPMI

$ 600,000 $ 75,000

Supportive Housing for Individuals with SUD

$ 240,000 $ 60,000

OHCS Participation

Oregon Housing and Community Services is collaborating with OHA HSD by making available up to an additional $2.4 million from the Mental Health Housing Fund. These funds will be drawn only in the event that OHA HSD funds are oversubscribed. These additional funds will be made available for housing serving each target population:

• Up to $1.4 million toward housing for individuals with SPMI
• Up to $1 million toward housing for individuals with SUD

OHCS funds will be added to the HSD funds and awarded to qualifying projects only after all HSD funds are committed.

11

Health Systems Division

Available Funding

More Funding Information

Leveraging

Applicants are encouraged to pursue additional funding, either secured or anticipated with a degree of certainty, from other sources to supplement HSD fund awards.

Ineligible Uses of HSD Funds

All HSD Supportive Housing Development Funds cannot be used for:

• Renovation of an existing structure owned by the Applicant at the time of

Application.

• Reimbursement of construction costs for work completed or underway.
• Administrative expenses, furniture purchases, reserves, service delivery costs,

staff training expenses and any cost incurred prior to the date of an HSD Condition Award Letter.

12

Health Systems Division

Available Funding

Important Application Information

Affordability

Project rents must be affordable for the target population.

Site Control

Site control of the proposed property is required. Acceptable forms of documentation are: Ownership: Trust Deed or Property Tax Statement showing Applicant in title Secured: Signed Purchase & Sale Agreement or Earnest Money Agreement Requirement of Tribal Applicant: Written certification that property is under control of the Tribe.

13

Health Systems Division

Application Information

Please Note

 Proposed projects cannot provide housing for both target populations in the same property with the exception of individuals with dual diagnosis.  Applicants cannot include the two target populations identified above in one application.  Applicants cannot submit more than 2 applications.  If Applicant is applying for 2 housing projects, each project must be submitted as a separate application.

14

Health Systems Division

Application Information

Letters of Endorsement & Support

If Applicant is a Tribe: Letter of Endorsement from the Tribal Health Program or Tribal Behavioral Health Program For All Other Applicants:

• 1. Letter of Endorsement from Coordinated Care Organization
• 2. Letter of Endorsement from the Community Mental Health Program
• 3. Letter of Support from the Local Alcohol and Drug Planning Committee

(SUD only) The Application Notice provides details on these letter requirements.

15

Health Systems Division

Application Information

Application Review & Scoring

The Application process is competitive. Applications are evaluated against the stated criteria and against other Applications.

Initial Threshold Review

Applications must pass all threshold requirements to move forward in the review process. Threshold Review items are:

• 1. Project Development Authorization
• 2. Funding Compliance
• 3. Site Control
• 4. Letter(s) of Endorsement and Support
• 5. Completion of the Designation of Confidential Materials, Authorization to

Apply, Acknowledgement of Compliance Period, and Non-Discrimination Certification found in the Application

16

Health Systems Division

Review & Scoring

Application Narrative Responses

Applications for housing serving individuals with SPMI Applications for housing serving individuals with SUD Occupancy

• 1. Target Population Residents
• 2. Equity & Inclusion
• 3. Collaboration

Services

• 1. Recovery Support
• 2. Medication Supported Treatment

+ Overall Project Concept

17

Health Systems Division

Review & Scoring

Occupancy

• 1. Target Population Residents
• 2. Equity & Inclusion
• 3. Collaboration

Services

• 1. Direct Services
• 2. Community Resources & Supports

+ Overall Project Concept

The Occupancy & Services Review Panel will award up to 170 points based on responses to the items below.

Occupancy & Services

Application Narrative Responses

The Technical Review Panel will award up to 150 points based on responses to the items below. All Applications

• 1. Applicant Qualifications & Experience
• 2. Proposed Project Site
• 3. Development Process
• 4. Development Team
• 5. Finance & Budget
• 6. Asset & Property Management

18

Health Systems Division

Review & Scoring

Housing Development & Operation Capacity

Project Budget

• Level of commitment of other

sources

• Commitment of project-based rental

subsidy

19

Health Systems Division

Project Budget

• Demonstrated need for funds
• Affordability of rents
• Completeness and reasonableness of

budget assumptions HSD requires:

• Sources & Uses Development Budgets
• Income & Expenses Operating Budgets

Both are formatted similar to the OHCS NOFA budget forms. Be sure to provide Notes pertinent to the individual budgets in the column on the right side of each budget form.

Scoring of Application Budgets. Budgets will be scored on the following criteria: Construction Cost Estimate. Each application budget that includes construction must include the cost estimate used to determine the amount budgeted.

Sources Budget

Cell Color Codes

Applicant fill in cell Project Name: Application Date: Formula Budget Notes

Funding Source Total Amount Explain Status of anticipated funding Anticipated

• r Firm

Commitment Date

HSD GRANTS

SUPPORTIVE HOUSING & INTEGRATED HOUSING for Individuals with SPMI HSD Mental Health (MH) Services Funds HSD Community Trust Account Funds (MH) TOTAL $0 AMT PER UNIT #DIV/0! SUPPORTIVE HOUSING for Individuals with SUD HSD Alcohol & Drug Free (ADF) Housing Funds AMT PER UNIT #DIV/0!

OHCS GRANTS & EQUITY

Total $0

OHCS LOANS

Total $0

NON-HSD or NON-OHCS GRANTS

Total $0

APPLICANT CONTRIBUTIONS

Cash Deferred Development Fee Total $0 TOTAL FUND SOURCES $0 Surplus or Gap $0

use M/D/YY format

BUDGET NOTES

Provide details on the anticipated funding in the boxes below. Limit response to space provided. Please remember: Proposal may be for MH funds or ADF funds but not both

Complete for all funding sources This is a very abbreviated sample

• f the Source

Development Budget. Refer to Application Package for full version at the Application website

http://www.oregon.gov/o ha/HSD/AMH/Pages/Hous ing-Funds.aspx

20

Project Budget

Health Systems Division

Uses Budget

Complete for all funding sources This is a very abbreviated sample

• f the Source

Development Budget. Refer to Application Package for full version at the Application website

http://www.oregon.gov/o ha/HSD/AMH/Pages/Hous ing-Funds.aspx

21

Health Systems Division

Project Budget

# of Units for ADF Housing (HSD funded)

Cell Color Codes

Applicant fill in cell Formula Budget Notes

Total Costs Cost per Unit Funding Source Budget Notes

Explain how funds will be used. Purchase Price: Land #DIV/0! Improvements #DIV/0! Acquisition Costs Subtotal: $0 #DIV/0! Construction Costs Off-site Work #DIV/0! On-site Work #DIV/0! Residential Building #DIV/0! Landscaping #DIV/0! Contingency #DIV/0! General Conditions #DIV/0! Construction Costs Subtotal: $0 #DIV/0! Development Costs Building Permits/Fees #DIV/0! System Development Charges #DIV/0! Survey #DIV/0! Insurance #DIV/0! General Fees Architectural #DIV/0! Legal/Accounting #DIV/0! Developer Fee #DIV/0! Permanent Loan Fees

• Perm. Loan Fee

#DIV/0!

• Perm. Loan Closing Fees

#DIV/0! Development Costs Subtotal: $0 #DIV/0! TOTAL PROJECT COST $0 #DIV/0! Surplus or Gap $0

May 2018

Acquisition Costs Commercial/other Total Square Footage: Total Residential Square Footage: Residential Common Areas:

Proposals may be for MH funds or ADF funds but not both

Residential Unit Square Footage: Square Footage Total Number of Units: # of Units for MH Housing (HSD funded)

Income Budget

Project Name Income Inflation Rate 2% YEARS: 1 5 10 20 30

• =

X 12 = $0 $0 $0 $0 $0

• =

X 12 = $0 $0 $0 $0 $0

• =

X 12 = $0 $0 $0 $0 $0 NOTE: Studio Apt = 0 BR size $0 $0 $0 $0 $0 Service Income $0 $0 $0 $0 Other Revenue: Laundry $0 $0 $0 $0 Garage/Parking $0 $0 $0 $0 Deposits on Turnover $0 $0 $0 $0 Interest Income $0 $0 $0 $0 Application Fees $0 $0 $0 $0 Subtotal other income $0 $0 $0 $0 $0 Gross Income $0 $0 $0 $0 $0 Vacancy Rate $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Cell Color Codes

Budget Notes

Explain how amounts were determined. Limit response to space provided. Effective Gross Income Applicant fill in cell Formula Budget Notes

Explain how rate was determined in BUDGET NOTES

Unit Size (#

• f BR)

# of Units Net Monthly Rent Per Unit Tenant Paid Utility Allow Gross Monthly Rent Per Unit Square Feet / Unit # of Baths Unit Type (renter or mgr)

Health Systems Division 22

Complete for all sources of income This is a VERY Abbreviated sample of the Income Operating Budget Refer to Application Package for full versions at the Application website http://www.oregon.gov/oha/HSD/AMH/Pages/Housing-Funds.aspx

Project Budget

Expenses Budget

Health Systems Division 23

Complete for all

• perating expenses.

This is a VERY Abbreviated sample

• f the Income

Operating Budget Refer to Application Package for full versions at the Application website http://www.oregon. gov/oha/HSD/AMH/ Pages/Housing- Funds.aspx

Project Budget

Project Name 0 Expense Inflation Rate 3% Annual Operating Expenses 1 5 10 20 30 Insurance $0 $0 $0 $0 Utilities:(common areas) Repairs & Maintenance $0 $0 $0 $0 Landscape Maintenance $0 $0 $0 $0 Replacement Reserve $0 $0 $0 $0 Property Management: Professional Services: Office & Administration $0 $0 $0 $0 Advertising/Marketing & Promotion $0 $0 $0 $0 Unit Turnover $0 $0 $0 $0 Taxes(non-real estate) $0 $0 $0 $0 Real Estate Taxes $0 $0 $0 $0 Payroll Taxes $0 $0 $0 $0 Internet Connection Fee $0 $0 $0 $0 Other: (list below) Total Annual Operating Expenses: $0 $0 $0 $0 $0 Permanent Loan rate years amount $0 $0 $0 $0 $0 Other Loan & Deferred Fees rate years amount $0 $0 $0 $0 $0 Subtotal Other Loan & Fees $0 $0 $0 $0 $0 Effective Gross Income: $0 $0 $0 $0 $0 Total Annual Operating Expenses: $0 $0 $0 $0 $0 Net Operating Income: $0 $0 $0 $0 $0 Primary Debt Service $0 $0 $0 $0 $0 Total Debt Service $0 $0 $0 $0 $0 Cash Flow Per Year Primary: $0 $0 $0 $0 $0 Cash Flow Per Year Total: $0 $0 $0 $0 $0 DCR #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! Budget Notes Formula Applicant fill in cell Cell Color Codes Years:

Budget Notes

Explain how amounts were determined, other relevant details. Limit response to space provided.

Supportive Housing Development Application Questions & Wrap Up

Clarifications and new information about the Application process and materials from this training will be posted to the website. If there are any additional questions, please email to susan.g.lind@state.or.us

HSD Staff Contact Information Elaine Sweet, Manager, Behavioral Health & Housing Email: Elaine.SWEET@dhsoha.state.or.us Susan Lind, Housing Development Coordinator Email: susan.g.lind@state.or.us

Health Systems Division 24