Resolution 2020-31120 RESOLUTION NO. 2020-31120
A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF
MIAMI BEACH, FLORIDA, AUTHORIZING THE ISSUANCE OF A REQUEST FOR
PROPOSALS (RFP) FOR ELIGIBLE PUBLIC SERVICES, AFFORDABLE
HOUSING AND CAPITAL PROJECT ACTIVITIES, TO BE FUNDED FROM THE
CITY OF MIAMI BEACH FY 20/21 COMMUNITY DEVELOPMENT BLOCK GRANT
(CDBG) AND HOME INVESTMENT PARTNERSHIPS (HOME) ENTITLEMENT
ALLOCATIONS FROM THE U.S. DEPARTMENT OF HOUSING AND URBAN
DEVELOPMENT(HUD), IN ACCORDANCE WITH THE PRIORITIES DELINEATED
IN THE 2018-2022 CONSOLIDATED PLAN.
WHEREAS, the City is an entitlement recipient of HUD formula grant programs as follows:
Community Development Block Grant (CDBG) funds and HOME Investment Partnerships
(HOME)funds; and
WHEREAS, CDBG funds are used to provide vital public services, housing activities and
improvements to public facilities and HOME funds are used for affordable housing activities,
including multi-family rentals; and
WHEREAS, the City expects to continue to receive entitlement funds from these grant
programs to operate the City's housing and community development activities; and
WHEREAS, the issuance of a Request for Proposals (RFP) is one of the approved methods
for funds distribution established in the City's Citizen Participation Plan that was previously
accepted by HUD; and
WHEREAS, the Administration recommends that the Mayor and City Commission authorize
the issuance of an RFP (the RFP)for the FY 20/21 CDBG funds and the FY 19/20 HOME funds
to fund eligible public services, affordable housing, and capital project activities; and
WHEREAS, the City will review RFP submissions to ensure that projects align with the needs
identified in the 2018-2022 Consolidated Plan and will evaluate project feasibility; and
WHEREAS, the purpose of the RFP will be to select contractors and providers that will fulfill
eligible activities that accomplish national objectives and serve low-income households; and
WHEREAS, the 2020 Annual Action Plan for federal funds is a requirement under the HUD
formula grant programs, which include the CDBG and HOME Programs and must be submitted
by August 15, 2020; and
WHEREAS, the City will also use the results of the RFP to prepare and submit to HUD the
2020 Annual Action Plan, to be approved by the City Commission, based on activities that the
City wishes to fund from the FY 20/21 entitlement allocations; and
NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION
OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby
authorize the issuance of a Request for Proposals (RFP)for eligible public services, housing, and
capital project activities, to be funded from the City of Miami Beach FY 20/21 Community
Development Block Grant (CDBG) and HOME Investment Partnerships (HOME) entitlement
allocations from the U.S. Department of Housing and Urban Development (HUD), in accordance
with the priorities delineated in the 2018-2022 Consolidated Plan.
PASSED and ADOPTED I' day of .°111114.4"(2/ , 2020.
Dan Gelber, Mayor
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City Attorney Dote
Resolutions -C7 H
MIAMI BEACH
COMMISSION MEMORANDUM
TO: Honorable Mayor and Members of the City Commission
FROM: Jimmy L. Morales, City Manager
DATE: January 15, 2020
SUBJECT:A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY
OF MIAMI BEACH, FLORIDA, AUTHORIZING THE ISSUANCE OF A
REQUEST FOR PROPOSALS (RFP) FOR ELIGIBLE PUBLIC SERVICES,
AFFORDABLE HOUSING AND CAPITAL PROJECT ACTIVITIES, TO BE
FUNDED FROM THE CITY OF MIAMI BEACH FY 20/21 COMMUNITY
DEVELOPMENT BLOCK GRANT (CDBG) AND HOME INVESTMENT
PARTNERSHIPS (HOME) ENTITLEMENT ALLOCATIONS FROM THE U.S.
DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD), IN
ACCORDANCE WITH THE PRIORITIES DELINEATED IN THE 2018-2022
CONSOLIDATED PLAN.
RECOMMENDATION
Adopt the Resolution.
BACKGROUND/HISTORY
The City is an entitlement community designated by the U.S. Department of Housing and
Urban Development (HUD) and as determined by the decennial census information on
population growth lag, age of housing stock, and poverty. As an entitlement community, the
City receives an annual allocation of HUD funding through the Community Development
Block Grant (CDBG) and HOME Investments Partnership (HOME) programs. HUD
requires entitlement jurisdictions to submit a Five-Year Consolidated Plan, which
establishes the strategic framework upon which the City utilizes its funds. The Consolidated
Plan is augmented and refined by the City's annual submission of a One-Year Action Plan,
which delineates the specific projects and activities funded by each year's HUD allocation.
Historically, the City's CDBG funds have been used for public services, housing, and public
facilities improvements; while HOME,funds have been used for affordable rental housing
and first-time homeownership.
ANALYSIS
The City's annual HUD allocations fluctuate from year to year. The chart below identifies the
amount received for FY 2019 (October 1, 2019-September 30, 2020 and projected
amounts for FY 2020 (October 1, 2020-September 30, 2021) for the CDBG and HOME
programs:
l FY 2020
Page 353 of 1618
FY 2019 (Projected)
CDBG $916,981 $825,283
HOME $587,853 , $529,067
The CDBG program supports programming that benefits low- to moderate- income
persons through direct public services and capital improvements. The program has the
following expenditure limitations:
. Administration Cap: 20%of award
• Public Services Cap: 15% of award (i.e. groceries for the elderly, youth services, rent
assistance, homeless services,etc.)
The City currently funds a variety of Public Services including:
• Elder services and referral (UNI DAD of Miami Beach)
• Grocery delivery for elderly and rent/utility assistance (Housing and Community Services)
After school youth programming (Boys and Girls Club of Miami—Flamingo Park)
• Youth Leadership Program(Police Athletic League- Flamingo Park)
For the past two years, the City has prioritized CDBG capital funds to address significant
needs in its residential portfolio acquired from Miami Beach Community Development
Corporation (MBCDC) and awarded the Housing Authority of the City of Miami Beach with
rehabilitation funds in FY 19/20. The City is currently funding the following affordable capital
projects:
• Lottie Apartments rehabilitation
- Neptune Apartments rehabilitation
• Madeleine Village Apartments (including the seawall)rehabilitation
• Biscayne Beach House rehabilitation
• Rebecca Towers generator replacement, 200 Alton Road
The HOME program supports the creation and retention of affordable housing to benefit
low-income persons. The program has the following expenditure limitations:
• Administration Cap— 10%of award
• Community Housing Development Organization(CHDO)Cap— 15% of award.
CHDO's are affordable housing development organizations that request certification from
the City annually to become eligible to receive HOME funds for qualified affordable housing
projects that serve households earning up to 80 percent of Area Median I ncome (AMI). At
least fifteen (15) percent of HOME funds must be set aside for specific activities to be
undertaken by a CHDO. However, HUD issued a temporary suspension of the CHDO
reservation through December 31, 2021. The set-aside CHDO funds for FY 20/21 will be
allocated to the RFP award to an agency with a viable project aligned with the City's
Consolidated Plan.
The following needs have been identified in the 2018-2022 Consolidated Plan:
*Affordable housing
* Economic support activities (assisting very low-, low-and moderate-income families)
*Youth programs
* Elder programs
* Public services
The Administration is seeking authorization to issue the attached Request for Proposals
(RFP) to solicit eligible affordable housing, capital and public service projects within the
City. The City will review RFP submissions to ensure that projects align with the identified
needs and evaluate project feasibility and compliance with HUD rules and regulations. The
issuance of an RFP is one of the approved methods for funds distribution for these funds.
The parameters for the City's use of HUD funds are established in the Citizen Participation
Page 354 of 1618
Plan that was previously accepted by HUD.
The City must submit its FY 2019 One-YearAction Plan for HUD's approval by August 15,
2020. As such, it is necessary to begin the screening process for proposed activities. The "
process includes: release of the RFP; review by staff to determine complete/eligible RFP
submissions; evaluation/scoring/recommendations by the Affordable Housing Advisory
Committee (AHAC); review of AHAC recommendations with the Administration; 30-day
Comment Period to receive public input; City Commission approval; and, finally, submission
to HUD.
HUD has not awarded FY 2020 funding allocations. However, based on the HUD-imposed
timeline for preparation and submission of the Action Plan, the Administration recommends
authorizing the City Manager to issue the attached Requests for Proposals (RFPs) for
eligible activities to be funded from the City's FY 2020 entitlement allocations from HUD.
Based on current projections, the RFPs will be issued with a 10% reduction from actual FY
2019 allocations. The RFPs will be issued with a qualification that the award of funds is
subject to the City's actual HUD funding award.
FINANCIAL INFORMATION
Funds are provided through the City's allocation of HOME and CDBG funds.
CONCLUSION
The release of this RFP is a critical piece to the planning process for the FY 2020 Action
Plan. The Administration recommends approval of this item to ensure timely issuance and
subsequent review of the RFP responses to ensure compliance with HUD deadlines.
Applicable Area
Citywide
Is this a Resident Right to Does this item utilize G.O.
Know item? ,Bond Funds?
No No
Strategic Connection
Mobility-Support affordable, compatible workforce housing.
Legislative Tracking
Housing and Community Services
ATTACHMENTS:
Description
❑ CDBG RFP
❑ HOME RFP
❑ Resolution
Page 355 of 1618
Annual Federal Entitlement Funds Application-February 2020
M I AM I BEACH
City of Miami Beach
Request for Proposals ( RFP)
FY 2020 Community Development Block Grant (CDBG) Funds
Deadline for Submissions:
Wednesday, February 26, 2020 at 3 :00pm
1Applications must be received by 3:00pm on Wednesday, February 26, 2020. Any application received after that time will
not be considered. The responsibility for submitting applications on or before the stated time and date is solely the
responsibility of the Applicant. The City will not be responsible for delays caused by mail, courier services or any other
entity or occurrence.
City of Miami Beach
Office of(Housing&Community Services
1700 Convention Center Drive
Miami Beach,Florida 33139
Telephone:305-673-7260 Fax:305-604-2421
Website:www.miamibeachfl.gov Email: mariaruiz@miamibeachfl.gov
City of Miami Beach/
Office of HouDgeaRa8taaity Services
Annual Federal Entitlement Funds Application-February 2020
M I AM I B E AC H
Mayor& Members of the City Commission:
Dan Gelber, Mayor
Steven Meiner, Commissioner
Ricky Arriola, Commissioner
Mark Samuelian,Commissioner
Michael Gongora, Commissioner
Micky Steinberg,Commissioner
David Richardson, Commissioner
City Administration:
Jimmy L. Morales,City Manager
John Rebar,Acting Assistant City Manager
Eric Carpenter,Assistant City Manager
Mark Taxis,Assistant City Manager
Susanne Torriente,Assistant City Manager
Housing&Community Development Staff:
Maria L. Ruiz, Director
Alba Tarre,Assistant Director
Marcela Rubio, HOME Coordinator
Cristina Cabrera,CDBG Coordinator
Alice Waters,Controller
"We are committed to providing excellent public service and safety to all who live,work, and play in our vibrant,tropical,historic
community."
Our Vision
The City of Miami Beach will be:
• Cleaner and Safer;
• More Beautiful and Vibrant;
•A Mature,Stable Residential Community with Well-improved Infrastructure;
•A Unique Urban and Historic Environment;
•A Cultural, Entertainment, Tourism Capital;and
• An International Center tor Innovation in Culture, Recreation and Business.
Our Values
• We maintain the City of Miami Beach as a world-class city.
• We work as a cooperative team of well-trained professionals.
• We serve the public with dignity and respect.
• We conduct the business of the City with honesty,integrity, and dedication.
• We are ambassadors of good will to our residents,visitors,and the business community.
City of Miami Beach/
Office of HouPiifigeatRd7CBt City Services
Annual Federal Entitlement Funds Application-February 2020
Notice of Funding Availability (1 of 1)
The City of Miami Beach is an entitlement grantee of federal funds. It receives an annual allocation of funding for the HOME
Investment Partnership Program (HOME) and Community Development Block Grant (CDBG) programs from the United
States Department of Housing and Urban Development (HUD). The City is entitled to these funds because its population,
housing and/or demographic characteristics meet the formula requirements needed to obtain funding.
HUD requires that the City complete a five-year Consolidated Plan that includes a housing assessment, market analysis and
assessment of community development needs.The Consolidated Plan is meant to address the needs of low-and moderate
income persons and families, including homeless individuals. The Plan establishes the City's program priorities, goals and
objectives for community development programs and sets the framework for subsequent One Year Action Plans that
describe specific activities that will be funded through the City's HUD-funded grant programs.
As an entitlement grantee, the City develops its own programs and funding priorities. However, it must give maximum
feasible priority to activities which:
- Benefit low-and moderate-income persons and households;
4 Aid in the prevention or elimination of slums and blight;and/or
4 Meet other community development needs having a particular urgency because existing conditions pose a
serious and immediate threat to the health or welfare of the community. Urgent needs are defined as those
which have no other financial resources available.
The City of Miami Beach is projecting the following FY 2020 funds subject to the availability and allocation by HUD:
n i amen , •
City Administration (20%) $ 165,056.60
Public Services Cap(15%) 5 123,792.45
The City obtained authorization from the Mayor and City Commission on January 15, 2020 to issue the attached Request
For Proposals(RFP)to solicit eligible affordable housing,capital and public service projects within the City.
Here is the timeline of events for this RFP:
Date Event/Expected Outcome
January 15,2020 Authorization from the Mayor&Commission to issue RFP
January 27,2020 RFP Issued
February 3,2020 Applicant conference to address RFP questions convened-Attendance is Mandatory
February 19,2020 Last day for written questions
February 26,2020 Deadline for receipt of RFP applications (3pm)
February 27-March 7,2020 Staff review of applications
March 17,2020 Meeting of Affordable Housing Advisory Committee to review applications and make
funding recommendations to the Mayor and Commission via LTC
March 25,2020 Commence 30-Day Public Comment Period
May 13,2020 Submit funding recommendations to Mayor&Commission for award
Cit of Miami Beach/
Office of Hou PagtEginAullity Services
Annual Federal Entitlement Funds Application-February 2020
Priorities
In order to guide outside agencies that are seeking funding, establish parameters for the project selection process and
enable success in project implementation, the,following broadly defined priorities and operational imperatives have been
established in the City's FY 2018-2022 Consolidated Plan and summarized for purposes of this RFP as:
4 Affordable housing and compliance with Equal Opportunity and Fair Housing Laws in the City of Miami Beach
4 Minimize displacement, promote job creation/retention,ensure adequate benefits,encourage private development,and
provide planning and administrative support.
4 Revitalize neighborhoods, remove architectural barriers, eliminate slum and blighted conditions, and encourage the
preservation of historic structures.
Operational Imperatives
In order to ensure accountability and the judicious use of finite, public resources, the following operational imperatives
have been established in the Five-Year Consolidated Plan and City processes:
4 Recipient organizations must have acceptable past and/or current performance on similar projects.
4 As this is a reimbursable grant, recipient organizations must have the fiscal capacity to undertake the proposed
project.
4 Activities will not be funded unless the organization has developed realistic cost estimates and timelines, and
demonstrated past financial stability(as evidenced in its past two agency fiscal audits).
4 Agency must demonstrate that the use of awarded City funds will ensure the required funding for the proposed
project,i.e. City funds are the last needed to complete the project.
4 Organizations requesting funds from more than one agency will be required to submit a Subsidy Layering Review
which includes a certified Sources and Uses Summary for capital projects and a Cost Allocation Plan for all other
proposed activities
4 Recipients will be expected to provide matching funds and/or otherwise participate in the cost of their proposed
project
4 Housing development and property improvement programs are expected to use quality, long-lasting methods and
materials that require a minimum of maintenance or upkeep and provide a Physical Needs Assessment for the
proposed project
4 The cost of providing housing or services will be considered in evaluating applications and must meet HUD guidelines
4 Recipients must adhere to HUD and City guidelines for procurement of goods and services including professional
services.
4 Funded activities must meet a National Objective within two years of funding award.
Further priority is given to those established housing needs for which there is currently insufficient assistance including:
1 Acquisition for affordable rental housing and low-and moderate-income first-time homebuyers
2 Multi-family Housing rehabilitation
Priority will be given to projects that serve the North Beach area(33141)or predominantly serve residents of this area.
In addition,the City will prioritize awards to those projects that align with its Key Intended Outcomes(KIO) as defined in its
City of Miami Beach/
Office of Hou ilg%Ra%8ti t ity Services
Annual Federal Entitlement Funds Application-February 2020
current Strategic Plan.The City's KIOs can be found in its own tab within this workbook.
City of Miami Beach/
Office of HouEIWOUTTIMity Services
Annual Federal Entitlement Funds Application-February 2020
Eligible Activities/Priority Needs
The City's current Consolidated Plan was adopted July 25, 2018. This Five-Year Plan encompasses housing and
non-housing community development activities,resources and projects to be undertaken to address the identified
community needs for the fiscal years of 2018 through 2022. The Plan also includes a prioritization of needs as
listed below:
Public Facilities and Improvements
Flood Drainage Improvements
Public Services
Youth Services
Senior Services
Childcare Services
Homeless Services
Services for people with HIV/AIDS
Housing
Construction of Affordable Housing
Rehabilitation:Multi-unit Residential
City of Miami Beach/
Office of HouciAranl$n ity Services
Annual Federal Entitlement Funds Application-February 2020
Eligible Activities/Priority Needs(Housing Needs- Page 1 of 2)
Housing Needs in Miami Beach based on data from the 2009-2013 Comprehensive Housing Affordability Strategy (CHAS)
1. Housing Problems(Households with one of the listed needs)
Renter Owner
0-30% >30- >50- >80- Total 0-30% >30- >50- >80- Total
AMI 50% 80% 100% AMI 50% 80% 100%
AMI AMI AMI AMI AMI AMI
NUMBER OF HOUSEHOLDS
Substandard
Housing - Lacking
complete
plumbing or
kitchen facilities 135 80 90 25 330 30 4 25 0 59
Severely
Overcrowded -
With>1.51 people
per room (and
complete kitchen
and plumbing) 225 360 385 205 1,175 4 0 0 10 1.4
Overcrowded -
With 1.01-1.5
people per room
(and none of the
above problems) 50 220 205 75 550 0 10 0 15 25
Housing cost
burden greater
than 50% of
income (and none
of the above
problems) 3,815 2,120 970 240 7,145 1,055 910 725 380 3,070
Housing cost
burden greater
than 30% of
income (and none
of the above
problems) 515 1,180 2,680 640 5,015 290 385 575 260 1,510
Zero/negative
Income (and none
of the above
problems) 360 0 0 0 360 305 0 , 0 0 305
City of Miami Beach/
Office of HouNeaRg%8FnAu ity Services
Annual Federal Entitlement Funds Application-February 2020
2. Housing Problems 2 (Households with one or more Severe Housing Problems: Lacks kitchen or complete plumbing,
severe overcrowding,severe cost burden)
Renter Owner
0- >30- >50- >80- Total 0- >30- >50- >80- Total
30% 50% 80% 100% 30% 50% 80% 100%
AMI AMI AMI AMI AMI AMI AMI AMI
NUMBER OF HOUSEHOLDS
Having 1 or more of four housing
problems 4,225 2,780 1,650 550 9,205 1,090 925 750 405 3,170
Having none of four housing
problems -1,810 1,875 3,295 2,005 8,985 375 725 1,000 755 2,855
Household has negative income, but
none of the other housing problems 360 0 0 0 360 305. 0 0 0 305
3. Cost Burden>30%
Renter Owner
0-30% >30-50% >50-80% Total 0-30% >30-50% >50-80% Total
AMI AMI AMI AMI AMI AMI
NUMBER OF HOUSEHOLDS
Small Related 950 1,475 1,575 4,000 175 105 340 620
Large Related 30 155 109 294 25 15 15 55
Elderly 1,685 625 350 2,660 , 875 775 620 2,270
Other 2,025 1,685 1,965 5,675 315 415 320 1,050
Total need by income 4,690 3,940 3,999 12,629 1,390 1,310 1,295 _3,995
4. Crowding(More than one person per room)
Renter Owner
0- >30- >50- >80- Total 0- >30- >50- >80- Total
30% 50% 80% 100% 30% 50% 80% 100%
AMI AMI AMI AMI AMI AMI AMI AMI
NUMBER OF HOUSEHOLDS
Single family households 235 515 450 190 1,390 4 , 10 0 25 39
Multiple, unrelated family
households O 0 70 0 70 0 0 0 0 0
Other,non-family households 55 90 110 100 355 0 _ 0 0 0 0
Total need by income 290 605 630 290 1,815 4 10 0 25 39
City of Miami Beach/
Office of Hou %R§I8tn atiity Services
Annual Federal Entitlement Funds Application-February 2020
Application Instructions (1 of 3)
This workbook has been designed to minimize completion time and ensure consistency of applications submitted. Only
applications completed on an Excel platform will be accepted. To minimize duplicative efforts, once you input the agency
name in the Applicant Information tab,the name will automatically populate in all other required areas.
Applicants must complete all shaded areas. For your convenience, areas shaded in . : ::r. have drop-down menus and areas
shaded in red are auto-filled. Grey shaded areas require a text input by the applicant.
Tab General Instructions
Threshold items determining the Applicant's responsiveness are indicated as Required.
Items requiring signatures are noted as Signatures Needed.
Submission Checklist A drop-down menu is provided for each item to enable easy labeling as submitted or not.
Please ensure to update the status for each item.
In addition, we have left open spaces in the event that the applicant wishes to attach
additional items not specifically requested in the RFP.
All shaded area require a response.Those areas in require a manual input.
Items shaded in --n require use of the drop-down menu provided.
Applicant Info(rmation) DO NOT ALTER ANY AREA SHADED IN RED.
Make sure that both the person preparing the application and the agency's authorized
signatory sign this section once printed in hard copy format in blue ink.
The Applicant name is auto-populated once you have completed the previous tab.
As you provide the Project Synopsis in the shaded space provided, please be succinct
but complete in your narrative and run spellcheck before finalizing.
If you have a Physical Needs Assessment for the proposed project, please include as an
Project Overview attachment.
For Project Partners, list each entity separately and use the drop-down menu to indicate
the type of support provided from each. In the final column, please list the cash value of
the entity's support.
DO NOT ALTER ANY AREA SHADED IN RED.
Please note there are two pages to this section.
Project Impact Be certain to answer the questions asked fully. Be succinct but complete in your narrative
and run spellcheck before finalizing.
Please note there are two pages to this section.
Applicant Experience Be certain to answer the questions asked fully. Be succinct but complete in your narrative
and run spellcheck before finalizing.
The Budget form has five columns. The first column should list all of the entities providing
cash,financing or in-kind leverage to the proposed project.
The second column, "Confirmed Receipt", enables you to insert the dollar value of any
commitment that has been secured.
Project Budget The third column, "Pending Receipt", enables you to insert the value of any projected
funds that have yet to be secured but may be reasonably expected.
The fourth column, "City Request"enables you to insert the value of funds requested from
the City through this RFP process.
DO NOT ALTER ANY AREA SHADED IN RED.
City of Miami Beach/
Office of HouDi%Ratatr ty Services
Annual Federal Entitlement Funds Application-February 2020
Application Instructions (2 of 3)
Tab General Instructions
In the column labeled "Line Item Category," list the various project expenses using the
drop-down menu provided.
In each of the following columns to the right, and under"Fund Source", insert the name of
the funding entity and then below the respective amounts allocated to each line item.
Sources& Uses
A second page is provided if your project has more than five (5)funding sources.
Make sure that both the person preparing the application and the agency's authorized
signatory sign this section in blue ink once printed in hard copy format.
Using the drop-down menus provided, answer each area shaded in
Priority Alignment Provide a brief but succinct narrative in the , space provided that explains how your
agency will measure its impact on the City's Key Intended Outcomes selected.
Run spellcheck before finalizing your narrative.
Affidavit 1 Review and provide signatures requested.
Affidavit 2 Review and provide signatures requested.
Affidavit 3 Review and provide signatures requested.
•
City of Miami Beach/
Office of HouDaearR8trtity Services
Annual Federal Entitlement Funds Application -February 2020
Application Instructions (3 of 3)
ti Wi:J''.i� T�A :s`A •lf..{-� �.� a. •'G...�z�= s .Xs
Applicants must submit their application(s) as follows:
! One(1)original hard copy with authorizing signatures in blue ink.
One(1) duplicate hard copy of the original hard copy application.
One digital copy in Excel format of the application with attachments in PDF format on CD ROM
Via Hand Delivery: Office of Housing & Community Services, 1700 Convention Center Drive, Miami Beach, Florida 33139.
Receipt is made weekdays,9am to 4pm excluding legal holidays.
Via Mail Delivery:Office of Housing&Community Services, Attention: Maria Ruiz, 1700 Convention Center Drive, Miami
Beach,Florida 33139
•
'�sigl{'p'F''_ `Y;Stz^ ., SY .
♦ za�cx
The following attachments are required and must be submitted with the one (1) original hard copy application and two
copies.These attachments should be placed directly following Affidavit 4 with the hard copies.
1.Agency's Articles of Incorporation in their entirety.
2.A current list of the Applicant's Board of Directors and their respective affiliation(s).
3.The Applicant's last two(2)annual financial audits.
4. Letters of commitment/award, contracts or other documents attesting to the evidence of matching/in-kind funds.
Resources or financing.
Failure to submit these items will result in immediate disqualification from consideration.
„•f` /►e es;. x -.Yf :,sa't
3 , 11 Y,� n i =�',"' �. .. .- - A :.gS• t:Yi.��,= ems::. �X :,h -
A Subsidy Layering Review is required at the time of application for Affordable Housing Projects.
7 - G'.}53 C?�.��". v '�N ''- �_i"- ;,3••. - _ '':'. -- .}. �;y .';;ix-�sss�i'6:se.e '.0- ra 1i.• .:(r.'{;3,?a•{,v- -=;r1;:F,
_ r'.. 2. 4e11it `c 1.E ' i� „ .1.A.• .�.€: 4�..• p - it��'�' i7
If the applicant wishes to submit additional documents, it may do so. If provided, these should follow the required
attachments.
City of Miami Beach/
Office of Hou HouEfiaQ0Eital.gility Services
Annual Federal Entitlement Funds Application-February 2020
General Information (1 of 3)
The following funding is available through this RFP,contingent upon final approval by HUD:
CDBG Funds (estimated)
CDBG Entitlement $ 825,283.00
City Administration(20%) $ 165,056.60
Public Services Cap(15%) $ 123,792.45
Determination of Appropriateness
Prior to preparing an application for funds, applicants are strongly advised to determine if the proposed project is an eligible
activity as defined by HUD regulations.CDBG projects must meet one of the three National Objectives.
Deadline for Submission
All responses to this RFP must have been received by February 26, 2020 at 3:00 pm at the Office of Housing & Community
Services located at 1700 Convention Center Drive, Miami Beach, Florida 33139. Mailed applications should be sent to Office of
Housing & Community Services, Attention: Maria Ruiz, Miami Beach City Hall, 1700 Convention Center Drive, Miami Beach,
Florida 33139.
Late applications will not be accepted.
Fatal Flaws
The following errors, omissions and/or conditions are considered fatal flaws preventing applications from consideration for
funding: -
Incomplete applications(missing any section of the application or omission of required attachments)
Factual errors resulting in the misrepresentation of an organization's experience,capacity or ownership
Projects with funding gaps despite the potential award of City funds
Submission Requirements
Applicants must submit their application(s)as follows:
❑ One(1) original hard copy with authorizing signatures in blue ink.
O One(1)duplicate hard copy of the original hard copy application.
O One digital copy in Excel format of the application with attachments in RDP format on CD ROM.
Directions for Completing the Application
This workbook has been designed to minimize completion time and ensure consistency of applications submitted. Only
applications completed on an Excel platform will be accepted. To minimize duplicative efforts, once you input the agency
name in the Applicant Information tab,the name will automatically populate in all other required areas.
Applicants must complete all shaded areas. For your convenience, areas shaded in x,.• ; r; have drop-down menus and areas
shaded in red are auto-filled. Grey shaded areas require a text input by the applicant.
City of Miami Beach/
Office of HouDgeatRFCBtra ity Services
Annual Federal Entitlement Funds Application-February 2020
General Information (2 of 3)
Modifications/Withdrawals of Proposals
An Applicant may submit a modified Application to replace all or any portion of a previously submitted Application up until
the Application due date and time. Modifications received after the Application due date and time will not be considered.
Applications shall be irrevocable until contract award unless withdrawn in writing prior to the Application due date, or after
expiration of 120 calendar days from the opening of Applications without a contract award. Letters of withdrawal received
after the Application due date and before said expiration date, and letters of withdrawal received after contract award will
not be considered.
RFP Postponement/Cancellation/Rejection
The City may, at its sole and absolute discretion, reject any and all, or parts of any and all,Applications; re-advertise this RFP;
postpone or cancel, at any time,this RFP process; or waive any irregularities in this RFP, or in any Applications received as a
result of this RFP.
Costs incurred by Applicants
All expenses involved with the preparation and submission of Applications, or any work performed in connection therewith,
shall be the sole responsibility(and shall be at the sole cost and expense) of the Applicant,and shall not be reimbursed by the
City.
Exceptions to RFP
Applicants must clearly indicate any exceptions they wish to take to any of the terms in this RFP, and outline what, if any,
alternative is being offered. All exceptions and alternatives shall be included and clearly delineated, in writing, in the
Application. The City, at its sole and absolute discretion, may accept or reject any or all exceptions and alternatives. In cases
in which exceptions and alternatives are rejected, the City shall require the Applicant to comply with the particular term
and/or condition of the RFP to which Applicant took exception to (as said term and/or condition was originally set forth on
the RFP).
Florida Public Records Laws
Applicants are hereby notified that all Applications including, without limitation, any and all information and documentation
submitted therewith, will be available for public inspection after opening of Applications, in compliance with Florida Public
Records Law including,without limitation, Chapter 119,Florida Statutes.
Negotiations
The City reserves the right to enter into further negotiations with the selected Applicant(s). Notwithstanding the preceding,
the City is in no way obligated to enter into a contract with the selected Applicant(s) in the event the parties are unable to
negotiate a contract. It is also understood and acknowledged by Applicants that by submitting an Application, no property
interest or legal right of any kind shall be created at any time until and unless a contract has been agreed to;approved by the
City; and executed by the parties.
Observance of Laws
Applicants are expected to be familiar with, and comply with, all Federal, State, County, and City laws, ordinances, codes,
rules and regulations, and all orders and decrees of bodies or tribunals having jurisdiction or authority which,in any manner,
may affect the scope of services and/or project contemplated by this RFA(including, without limitation,the Americans with
Disabilities Act, Title VII of the Civil Rights Act, the EEOC Uniform Guidelines, and all EEO regulations and guidelines).
Ignorance of the law(s)on the part of the Applicant will in no way relieve it from responsibility for compliance.
City of Miami Beach/
Office of Hodilgea g�8h t 1ity Services
Annual Federal Entitlement Funds Application-February 2020
General Information (3 of 3)
Conflict of Interest
All Applicants must disclose in their Application the name(s) of any officer, director, agent, or immediate family member
(spouse, parent, sibling, and child) who is also an employee of the City of Miami Beach. Further, all Applicants must disclose
the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the
Applicant entity or any of its affiliates.
Applicant's Responsibility
Before submitting an Application, each Applicant shall be solely responsible for making any and all investigations, evaluations,
and examinations, as it deems necessary, to ascertain all conditions and requirements affecting the full performance of the
contract. Ignorance of such conditions and requirements, and/or failure to make such evaluations, investigations, and
examinations, will not relieve the Applicant from any obligation to comply with every detail and with all provisions and
requirements of the contract, and will not be accepted as a basis for any subsequent claim whatsoever for any monetary
consideration on the part of the Applicant.
Public Entity Crimes
A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crimes may not
submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a
public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property
to public entity, may not be awarded or perform work as a contractor, supplier, sub-contractor, or consultant under a
contract with a public entity , and may not transact business with any public entity in excess of the threshold amount
provided in Sec. 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted
vendor list.
American With Disabilities Act(ADA)
Call (305) 673-7260/VOICE to request material in accessible format; sign language interpreters (five days in advance when
possible), or information on access for persons with disabilities. For more information on ADA compliance, please call the
Public Works Department at 305-673-7631.
Acceptance of Gifts, Favors,Services
Applicants shall not offer any gratuities,favors,or anything of monetary value to any official, employee, or agent of the City,
for the purpose of influencing consideration of this Application. Pursuant to Sec. 2-449 of the City Code, no officer or
employee of the City shall accept any gift, favor or service that might reasonably tend improperly to influence him in the
discharge of his official duties.
City of Miami Beach/
Office of HouifigeaRgbitr ilAity Services
Annual Federal Entitlement Funds Application-February 2020
Guidelines for Evaluating Economic Development Projects (1 of 3)
§570.209 Guidelines for evaluating and selecting economic development projects.
The following guidelines are provided to assist the recipient to evaluate and select activities to be carried out for economic
development purposes. Specifically, these guidelines are applicable to activities that are eligible for CDBG assistance under
§570.203. These guidelines also apply to activities carried out under the authority of §570.204 that would otherwise be
eligible under §570.203, were it not for the involvement of a Community-Based Development Organization (CBDO). (This
would include activities where a CBDO makes loans to for-profit businesses.) These guidelines are composed of two
components: guidelines for evaluating project costs and financial requirements; and standards for evaluating public benefit.
The standards for evaluating public benefit are mandatory, but the guidelines for evaluating projects costs and financial
requirements are not.
(a) Guidelines and objectives for evaluating project costs and financial requirements. HUD has developed guidelines that are
designed to provide the recipient with a framework for financially underwriting and selecting CDBG-assisted economic
development projects which are financially viable and will make the most effective use of the CDBG funds. These guidelines,
also referred to as the underwriting guidelines, are published as appendix A to this part. The use of the underwriting
guidelines published by HUD is not mandatory. However,grantees electing not to use these guidelines would be expected to
conduct basic financial underwriting prior to the provision of CDBG financial assistance to a for-profit business. Where
appropriate, HUD's underwriting guidelines recognize that different levels of review are appropriate to take into account
differences in the size and scope of a proposed project, and in the case of a microenterprise or other small business to take
into account the differences in the capacity and level of sophistication among businesses of differing sizes. Recipients are
encouraged, when they develop their own programs and underwriting criteria, to also take these factors into account. The
objectives of the underwriting guidelines are to ensure:
(1)That project costs are reasonable;
(2)That all sources of project financing are committed;
(3)That to the extent practicable, CDBG funds are not substituted for non-Federal financial support;
(4)That the project is financially feasible;
(5)That to the extent practicable,the return on the owner's equity investment will not be unreasonably high;and
(6)That to the extent practicable, CDBG funds are disbursed on a pro rata basis with other finances provided to the project.
(b) Standards for evaluating public benefit.The grantee is responsible for making sure that at least a minimum level of public
benefit is obtained from the expenditure of CDBG funds under the categories of eligibility governed by these guidelines.The
standards set forth below identify the types of public benefit that will be recognized for this purpose and the minimum level
of each that must be obtained for the amount of CDBG funds used. Unlike the guidelines for project costs and financial
requirements covered under paragraph (a) of this section, the use of the standards for public benefit is mandatory. Certain
public facilities and improvements eligible under §570.201(c) of the regulations, which are undertaken for economic
development purposes,are also subject to these standards,as specified in§570.208(a)(4)(vi)(F)(2).
(1)Standards for activities in the aggregate.Activities covered by these guidelines must,in the aggregate,either:
(i) Create or retain at feast one full-time equivalent,permanent job per$35,000 of CDBG funds used;or
(ii) Provide goods or services to residents of an area,such that the number of low-and moderate-income persons residing in
the areas served by the assisted businesses amounts to at least one low- and moderate-income person per $350 of CDBG
funds used.
City of Miami Beach/
Office of Hou ifi ear %8t1 1t 1ity Services
Annual Federal Entitlement Funds Application-February 2020
Guidelines for Evaluating Economic Development Projects (2 of 3)
(2) Applying the aggregate standards. (i)A metropolitan city, an urban county,a non-entitlement CDBG grantee in Hawaii, or
an Insular Area shall apply the aggregate standards under paragraph (b)(1) of this section to all applicable activities for which
CDBG funds are first obligated within each single CDBG program year,without regard to the source year of the funds used for
the activities. For Insular Areas,the preceding sentence applies to grants received in program years after Fiscal Year 2004.A
grantee under the HUD-administered Small Cities Program, or Insular Areas CDBG grants prior to Fiscal Year 2005, shall apply
the aggregate standards under paragraph (b)(1) of this section to all funds obligated for applicable activities from a given
grant; program income obligated for applicable activities will, for these purposes, be aggregated with the most recent open
grant. For any time period in which a community has no open HUD-administered or Insular Areas grants, the aggregate
standards shall be applied to all applicable activities for which program income is obligated during that period.
(ii) The grantee shall apply the aggregate standards to the number of jobs to be created/retained, or to the number of
persons residing in the area served (as applicable), as determined at the time funds are obligated to activities.
(iii) Where an activity is expected both to create or retain jobs and to provide goods or services to residents of an area,the
grantee may elect to count the activity under either the jobs standard or the area resident's standard,but not both.
(iv) Where CDBG assistance for an activity is limited to job training and placement and/or other employment support
services, the jobs assisted with CDBG funds shall be considered to be created or retained jobs for the purposes of applying
the aggregate standards.
(v)Any activity subject to these guidelines which meets one or more of the following criteria may, at the grantee's option, be
excluded from the aggregate standards described in paragraph(b)(1) of this section:
(A)Provides jobs exclusively for unemployed persons or participants in one or more of the following programs:
( 1)Jobs Training Partnership Act(JTPA);
(2 )Jobs Opportunities for Basic Skills(JOBS);or
(3 )Aid to Families with Dependent Children(AFDC);
(B) Provides jobs predominantly for residents of Public and Indian Housing units;
(C) Provides jobs predominantly for homeless persons;
(D) Provides jobs predominantly for low-skilled, low- and moderate-income persons, where the business agrees to provide
clear opportunities for promotion and economic advancement, such as through the provision of training;
(E) Provides jobs predominantly for persons residing within a census tract (or block numbering area) that has at least 20
percent of its residents who are in poverty;
(F) Provides assistance to business(es) that operate(s) within a census tract (or block numbering area) that has at least 20
percent of its residents who are in poverty;
(G)Stabilizes or revitalizes a neighborhood that has at least 70 percent of its residents who are low-and moderate-income;
(H) Provides assistance to a Community Development Financial Institution that serve an area that is predominantly low-and
moderate-income persons;
(I) Provides assistance to a Community-Based Development Organization serving a neighborhood that has at least 70 percent
of its residents who are low-and moderate-income;
(1) Provides employment opportunities that are an integral component of a project designed to promote spatial
deconcentration of low-and moderate-income and minority persons;
(K)With prior HUD approval, provides substantial benefit to low-income persons through other innovative approaches;
(L) Provides services to the residents of an area pursuant to a strategy approved by HUD under the provisions of§91.215(e)
of this title;
•
City of Miami Beach/
Office of HouPlAg%Rgl8tttity Services
Annual Federal Entitlement Funds Application-February 2020
Guidelines for Evaluating Economic Development Projects (3 of 3)
(M)Creates or retains jobs through businesses assisted in an area pursuant to a strategy approved by HUD under the provisions of
§91.215(e)of this title.
(N)Directly involves the economic development or redevelopment of environmentally contaminated properties.
(3) Standards for individual activities. Any activity subject to these guidelines which falls into one or more of the following
categories will be considered by HUD to provide insufficient public benefit,and therefore may under no circumstances be assisted
with CDBG funds:
(i)The amount of CDBG assistance exceeds either of the following,as applicable:
(A)$50,000 per full-time equivalent,permanent job created or retained;or
(B) $1,000 per low-and moderate-income person to which goods or services are provided by the activity.
(ii)The activity consists of or includes any of the following:
(A)General promotion of the community as a whole(as opposed to the promotion of specific areas and programs);
(B)Assistance to professional sports teams;
(C) Assistance to privately-owned recreational facilities that serve a predominantly higher-income clientele,where the recreational
benefit to users or members clearly outweighs employment or other benefits to low-and moderate-income persons;
(D)Acquisition of land for which the specific proposed use has not yet been identified;and
(E) Assistance to a for-profit business while that business or any other business owned by the same person(s) or entity(ies) is the
subject of unresolved findings of noncompliance relating to previous CDBG assistance provided by the recipient.
(4)Applying the individual activity standards.(i)Where an activity is expected both to create or retain jobs and to provide goods or
services to residents of an area, it will be disqualified only if the amount of CDBG assistance exceeds both of the amounts in
paragraph(b)(3)(i) of this section.
(ii) The individual activity standards in paragraph (b)(3)(i) of this section shall be applied to the number of jobs to be created or
retained,or to the number of persons residing in the area served (as applicable),as determined at the time funds are obligated to
activities.
(iii) Where CDBG assistance for an activity is limited to job training and placement and/or other employment support services,the
jobs assisted with CDBG funds shall be considered to be created or retained jobs for the purposes of applying the individual activity
standards in paragraph(b)(3)(i)of this section.
(c) Amendments to economic development projects after review determinations. If, after the grantee enters into a contract to
provide assistance to a project, the scope or financial elements of the project change to the extent that a significant contract
amendment is appropriate, the project should be reevaluated under these and the recipient's guidelines. (This would include, for
example, situations where the business requests a change in the amount or terms of assistance being provided,or an extension to
the loan payment period required in the contract.) If a reevaluation of the project indicates that the financial elements and public
benefit to be derived have also substantially changed, then the recipient should make appropriate adjustments in the amount,
type,terms or conditions of CDBG assistance which has been offered,to reflect the impact of the substantial change.(For example,
if a change in the project elements results in a substantial reduction of the total project costs, it may be appropriate for the
recipient to reduce the amount of total CDBG assistance.) If the amount of CDBG assistance provided to the project is increased,
the amended project must still comply with the public benefit standards under paragraph(b)of this section.
(d) Documentation.The grantee must maintain sufficient records to demonstrate the level of public benefit, based on the above
standards, that is actually achieved upon completion of the CDBG-assisted economic development activity(ies) and how that
compares to the level of such benefit anticipated when the CDBG assistance was obligated. If the grantee's actual results show a
pattern of substantial variation from anticipated results,the grantee is expected to take all actions reasonably within its control to
improve the accuracy of its projections. If the actual results demonstrate that the recipient has failed the public benefit standards,
HUD may require the recipient to meet more stringent standards in future years as appropriate.
(60 FR 1947,Jan.5,1995,as amended at 60 FR 17445,Apr.6, 1995;71 FR 30035, May 24,2006; 72 FR 12535, Mar. 15,2007;72 FR
46370,Aug. 17,2007]
City of Miami Beach/
Office of Hou Bgea 3%8lfgaity Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services( 1 of 12)
The following is a sample of Attachment A(General Requirements) for awarded contracts provided as reference:
EXHIBIT"A"-"SCOPE OF SERVICES"
Related Definitions:
Davis-Bacon Act Compliance —The Davis-Bacon Act applies to contractors and subcontractors performing on federally
funded or assisted contracts in excess of $2,000 for the construction, alteration, or repair (including painting and
decorating)of public buildings or public works. Davis-Bacon Act and Related Act contractors and subcontractors must pay
their laborers and mechanics employed under the contract no less than the locally prevailing wages and fringe benefits for
corresponding work on similar projects in the area.The Davis-Bacon Act directs the Department of Labor to determine such
locally prevailing wage rates. Affordable housing rehabilitation projects of eight (8)or more units using CDBG funds must
ensure Davis-Bacon Act compliance.Affordable housing rehabilitation projects of 12 or more units using HOME funds must
ensure Davis-Bacon Act compliance.
Environmental Review — Projects must have an Environmental Review unless they meet criteria specified in HUD
regulations that would exempt or exclude them from Request for Release of Funds(RROF)and environmental certification
requirements(24 CFR sections 58.1,58.22,58.34,58.35 and 570.604).
Evidence of Procurement — All expenses incurred with grant funds require evidence of procurement according to this
Agreement.Please carefully read the Agreement and related HUD rules to ensure compliance.
HUD Income Limits — The Sub-Recipient must ensure that HUD Income Limits (household income) are utilized when
determining client eligibility for HUD-funded services.Income limits are posted further below.
Monthly Progress Report—The Sub-Recipient is required to submit a monthly project progress report by thelOth of the
following month. The report must be signed by the person who prepared the report as well as the agency's authorizing
party. The report summarizes the progress made, expenses incurred and deliverables completed. This report must be
completed regardless of whether or not funds are requested.
Monthly Financial Report—The Sub-Recipient is required to submit a monthly financial report by the lath of the following
month regardless of whether or not funds are requested.The report delineates project expenses incurred including non-
City funds and must include the corresponding evidence of expense incurred for any expense which is being submitted for
reimbursement.
Monthly Proformas—All Capital projects with multiple(more than one)funding sources require the submission of monthly
proformas to the City.
Professional Services Contracts — Professional services funded through this Agreement must adhere to procurement
guidelines as appropriate and have executed written agreements between the Sub-Recipient and the respective Vendor.
Contracts must,at a minimum,specify the cost,timeline and scope of service.A copy of all professional service contracts
must be submitted to the City prior to reimbursement request.
Proof of Insurance—Evidence of appropriate and required insurance must be submitted prior to contract execution.No City
funds will be disbursed prior to submission of required insurance coverage.
Cjty of Miami Bfeqa��ch`
Office of Hous%ea tl Sri ugqniity Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services(2 of 12)
Retainage—All capital projects are subject to the withholding of 10 percent of appropriate expenses in the form of a
retainage.All retained funds will be released when the project fulfills its National Objective.
Section 3 Compliance—Any Agreement greater than $200,000 that involves rehabilitation, housing construction,or other
public construction, requires the Sub-Recipient complete and submit to the City Form HUD 60002, Section 3 Summary
Report,Economic Opportunities for Low-and Very-Low Income Persons(OMB No.2529-0043).
Applicable Federal Regulations
The Sub-Recipient must apply to all applicable federal regulations including:
I.Non-Discrimination and Equal Access
No person in the United States shall on the grounds of race, color, national origin, religion or sex be excluded, denied
benefits or subjected to discrimination under any program funded in whole or in part by CDBG/HOME funds. The Provider
must take measures to ensure non-discriminatory treatment, outreach and access to program resources. This applies to
employment and contracting,as well as to marketing and selection of program participants.
Fair Housing and Equal Opportunity
*The Provider must comply with all the following Federal laws,executive orders and regulations pertaining to fair housing
and equal opportunity. They are summarized below:
*Title VI of the Civil Rights Act of 1964,As Amended (42 USC 2000d et seq.): States that no person may be excluded from
participation in, denied the benefits of, or subjected to discrimination under any program or activity receiving Federal
financial assistance on the basis of race,color or national origin. The regulations implementing the Title VI Civil Rights Act
provisions for HUD programs may be found in 24 CFR Part 1.
*The Fair Housing Act(42 USC 3601-3620):Prohibits discrimination in the sale or rental of housing,the financing of housing
or the provision of brokerage services against any person on the basis of race,color, religion,sex,national origin,handicap
of familial status. Fair Housing Act implementing regulations may be found in 24 CFR Part 100-115.
*Equal Opportunity in Housing (Executive Order 11063, as amended by Executive Order 12259): Prohibits discrimination
against individuals on the basis of race,color,religion,sex or national origin in the sale,rental,leasing or other disposition
of residential property, or in the use or occupancy of housing assisted with Federal funds. Equal Opportunity in Housing
regulations may be found in 24 CFR Part 107.
*Age Discrimination Act of 1975, As Amended (42 USC 6101): Prohibits age discrimination in programs receiving Federal
financial assistance. Age Discrimination Act regulations may be found in 24 CFR Part 146.
*Section 109 of Title I of the Housing and Community Development Act of 1974: Requires that no person shall be excluded
from participation in,denied the benefits of,or be subjected to discrimination under any program or activity funded with
CDBG/HOME funds on the basis of race,color,religion,national origin or sex.
Affirmative Marketing
The Provider must adopt affirmative marketing procedures and requirements for all CDBG/HOME-assisted housing with five
or more units. Requirements and procedures must include:
COs Cc4�n111e�Tty
Office of Hous��aa Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services(3 of 12)
1. Methods for informing the public, owners and potential tenants about fair housing laws and the Provider's policies(for
example:use of the Fair Housing logo or equal opportunity language);
2. A description of what owners and/or the Provider will do to affirmatively market housing assisted with CDBG/HOME
funds;
3.A description of what owners and/or the Provider will do to inform persons not likely to apply for housing without special
outreach;
4. Maintenance of records to document actions taken to affirmatively market CDBG/HOME-assisted units and to assess
marketing effectiveness;and
5.A description of how efforts will be assessed and what corrective actions will be taken where requirements are not met.
Handicapped Accessibility
The CDBG/HOME regulations also require adherence to the three following regulations governing the accessibility of
Federally-assisted buildings,facilities and programs.
1. Americans with Disabilities Act (42 USC 12131; 47 USC 155, 201, 218 and 225): Provides comprehensive civil rights to
individuals with disabilities in the areas of employment, public accommodations,state and local government services and
telecommunications. The Act,also referred to as the ADA,also states that discrimination includes the failure to design and
construct facilities (built for first occupancy after January 26, 1993) that are accessible to and usable by persons with
disabilities. The ADA also requires the removal of architectural and communication barriers that are structural in nature in
existing facilities. Removal must be readily achievable, easily accomplishable and able to be carried out without much
difficulty or expense.
2. Fair Housing Act: Multi-family dwellings must also meet the design and construction requirements at 24 CFR 100.205,
which implement the Fair Housing Act(42 USC 3601-19)
Section 504: Section 504 of the Rehabilitation Act of 1973 prohibits discrimination in federally assisted programs on the
basis of handicap. Section 504 imposes requirements to ensure that"qualified individuals with handicaps" have access to
programs and activities that receive Federal funds. Under Section 504, recipients and Sub-Recipients are not required to
take actions that create unique financial and administrative burdens or after the fundamental nature of the program. For
any Provider principally involved in housing or social services, all of the activities of the agency— not only those directly
receiving Federal assistance — are covered under Section 504. Contractors or vendors are subject to Section 504
requirements only in the work they do on behalf of the Provider or the City. The ultimate beneficiary of the Federal
assistance is not subject to Section 504 requirements.
3.The Architectural Barriers Act of 1968 (42 USC 4151-4157): Requires certain Federal and Federally-funded buildings and
other facilities to be designed,constructed or altered in accordance with standards that ensure accessibility to,and use by,
physically handicapped people.
II.Employment and Contracting
The Provider must comply with the regulations below governing employment and contracting opportunities. These concern
equal opportunity,labor requirements and contracting/procurement procedures.
Cityic Miami
� Sf I6�
Office of Hous r�a m u ty Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services(4 of 12)
Equal Opportunity
The Provider must comply with the following regulations that ensure equal opportunity for employment and contracting:
1. Equal Employment Opportunity, Executive Order 11246, as amended: Prohibits discrimination against any employee or
applicant for employment because of race, color, religion,sex or national origin. Provisions to effectuate this prohibition
must be included in all construction contracts exceeding$10,000. Implementing regulations may be found at 41 CFR Part
60.
2. Section 3 of the Housing and Urban Development Act of 1968: Requires that, to the greatest extent feasible,
opportunities for training and employment arising from CDBG/HOME funds will be provided to low-income persons residing
in the program service area. Also, to the greatest extent feasible, contracts for work (all types) to be performed in
connection with CDBG/HOME will be awarded to business concerns that are located in or owned by persons residing in the
program service area.
3.Minority/Women's Business Enterprise:Under Executive Orders 11625, 12432 and 12138,the City and the Provider must
prescribe procedures acceptable to HUD for a minority outreach program to ensure the inclusion,to the maximum extent
possible,of minorities and women,and entities owned by minorities and women,in all contracts(see 24 CFR 85.36(e)).
Labor Requirements
The Provider must comply with certain regulations on wage and labor standards. In the case of Davis-Bacon and the
Contract Work Hours and Safety Standards Acts, every contract for construction (in the case of residential construction,
projects with eight or more units)triggers the requirements.
Davis-Bacon and Related Acts (40 USC 276(A)-7): Ensures that mechanics and laborers employed in construction work
under Federally-assisted contracts are paid wages and fringe benefits equal to those that prevail in the locality where the
work is performed. This act also provides for the withholding of funds to ensure compliance, and excludes from the wage
requirements apprentices enrolled in bona fide apprenticeship programs.
Contract Work Hours and Safety Standards Act. as amended (40 USC 327-333): Provides that mechanics and laborers
employed on Federally-assisted construction jobs are paid time and one-half for work in excess of 40 hours per week,and
provides for the payment of liquidated damages where violations occur. This act also addresses safe and healthy working
conditions.
Copeland(Anti-Kickback)Act(40 USC 276c):Governs the deductions from paychecks that are allowable. Makes it a criminal
offense to induce anyone employed on a Federally assisted project to relinquish any compensation to which he/she is
entitled,and requires all contractors to submit weekly payrolls and statements of compliance.
Fair Labor Standards Act gf1938,As Amended(29 USC 201,et.seq.): Establishes the basic minimum wage for all work and
requires the payment of overtime at the rate of at least time and one-half. It also requires the payment of wages for the
entire time that an employee is required or permitted to work,and establishes child labor standards.
Contracting and Procurement Practices
The CDBG/HOME programs are subject to certain Federal procurement rules. In addition, the City and the Provider must
take measures to avoid hiring debarred or suspended contractors or Sub-Recipients and conflict-of-interest situations. Each
is briefly discussed below.
CityPf
Office of Hous a � Sm.r uu1n ty Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services ( 5 of 12)
Procurement: For the City, the procurement standards of 24 CFR 85.36 apply. For non-profit organizations receiving
CDBG/HOME funds,the procurement requirements at 24 CFR Part 84 apply.
Conflict of Interest:The CDBG regulations require grantees(the City),state recipients and Sub-Recipients(the Provider)to
comply with two different sets of conflict-of-interest provisions. The first set of provisions comes from 24 CFR Parts 84 and
85. The second, which applies only in cases not covered by 24 CFR Parts 84 and 85, is set forth in the CDBG regulations.
Both sets of requirements are discussed below.
-The provisions at 24 CFR 85.36 and 24 CFR 84.42 apply in the procurement of property and services by grantees(the City),
state recipients,and Sub-Recipients(the Provider). These regulations require the City and the Provider to maintain written
standards governing the performance of their employees engaged in awarding and administering contracts. At a minimum,
these standards must:
- Require that no employee, officer, agent of the City or the Provider shall participate in the selection, award or
administration of a contract supported by CDBG/HOME if a conflict-of-interest,either real or apparent,would be involved;
- Require that employees, officers and agents of the City or the Provider not accept gratuities, favors or anything of
monetary value from contractors,potential contractors or parties to Sub-Agreements;and
-Stipulate provisions for penalties,sanctions or other disciplinary actions for violations of standards.
City of Miami7Beach
Office of Ho uatl7Cgrrn6 n ty Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services (l6 of 12)
III.Environmental Requirements
The City is responsible for meeting a number of environmental requirements, including environmental reviews, flood
insurance,and site and neighborhood standards.
Environmental Review
The City is responsible for undertaking environmental reviews in accordance with the requirements imposed on"recipients"
in 24 CFR 58. Reviews must be completed, and Requests for Release of Funds (RROF) submitted to HUD before
CDBG/HOME funds are committed for non-exempt activities. Private citizens and organizations may object to the release of
funds for CDBG/HOME projects on certain procedural grounds relating to environmental review(see 24 CFR 58.70-58.77).
To avoid challenges, grantees (the City) and Sub-Recipients (the Provider) should be diligent about meeting procedural
requirements.
Flood Insurance
Section 202 of the Flood Disaster Protection Act of 1973 (42 USC 4106): Requires that CDBG/HOME funds shall not be
provided to an area'that has been identified by the Federal Emergency Management Agency(FEMA)as having special flood
hazard,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.
IV.Lead-based Paint
On September 15, 1999, the "Requirements for Notification, Evaluation and Reduction of Lead-Based Paint Hazards in
Federally Owned Residential Property and Housing Receiving Federal Assistance;Final Rule"was published within Title 24 of
the Code of Federal Regulations as part 35 (24 CFR 35). The regulation was issued under sections 1012 and 1013 of the
Residential Lead-Based Paint Hazard Reduction Act of 1992, which is Title X (ten) of the Housing and Community
Development Act of 1992. Sections 1012 and 1013 of Title X amended the Lead-Based Paint Poisoning Prevention Act of
1971,which is the basic law covering lead-based paint in federally associated housing.
The regulation sets hazard reduction requirements that give much greater emphasis to reducing lead in house dust.
Scientific research has found that exposure to lead in dust is the most common way young children become lead poisoned.
Therefore, the new regulation requires dust testing after paint is disturbed to make sure the home is lead-safe. Specific
requirements depend on whether the housing is being disposed of or assisted by the federal government,and also on the
type and amount of financial assistance,the age of the structure,and whether the dwelling is rental or owner occupied.
On April 22,2008,the EPA issued a rule requiring the use of lead-safe practices and other actions aimed at preventing lead
poisoning to protect against the hazards created by exposure to lead dust in existing structures built prior to 1978. Under
the rule, all contractors performing renovation, repair and painting projects that disturb lead-based paint in homes,child
care facilities, and schools built before 1978 must be certified and follow specific work practices to prevent lead
contamination.This rule(40 CFR Part 745)is enforced as of April 22,2010.The rule must be executed by all sub-contractors.
City of Miami33AABeach
Office of Hous aArltl htriuhiTty Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services(7 of 12)
Property Exempt from Lead-based paint regulation:
• Housing built since January 1,1978,when lead paint was banned for residential use;
• Housing exclusively for the elderly or people with disabilities,unless a child under age 6 is expected to reside there;
• Zero-bedroom dwellings, including efficiency apartments, single-room occupancy housing, dormitories or military
barracks;
•Property that has been found to be free of lead-based paint by a certified lead-based paint inspector;
• Property where all lead-based paint has been removed;
•Unoccupied housing that will remain vacant until demolished;
• Non-Residential property;and
•Any rehabilitation or housing improvement that does not disturb a painted surface.
Types of housing subject to 24 CFR 35:
•Federally-owned housing being sold;
• Housing receiving a federal subsidy that is associated with the property, rather than with the occupants (project-based
assistance);
•Public housing;
•Housing occupied by a family(with a child)receiving tenant-based subsidy(such as a voucher or certificate);
•Multifamily housing for which mortgage insurance is being sought;and
•Housing receiving federal assistance for rehabilitation,reducing homelessness,and other special needs.
If you want copies of the regulation or have general questions,you can call the National Lead Information Center at(800)
424-LEAD,or TDD (800) 526-5456 for the hearing impaired. You can also download the regulation and other educational
materials at http://www.hud.gov/offices/lead/index.cfm.For further information,you may call HUD at(202)755-1785,ext.
104,or e-mail HUD at lead_regulations@hud.gov.
V.Displacement,Relocation,Acquisition and Replacement of Housing
CDBG/HOME projects involving acquisition, rehabilitation or demolition may be subject to the provisions of the Uniform
Relocation Act(UDA). Demolition or conversion of units with CDBG funds may trigger Section 104 (d) (also known as the
"Barney Frank Amendment"requirements.)
VI.Compliance with National Objective
The Provider will ensure and maintain evidence that activities assisted with CDBG/HOME funds from the City of Miami
Beach comply with the primary National Objective, "Benefit to Low- and Moderate- Income Persons" and will provide;
services or activities that benefit at least 51%low and moderate income persons. A low or moderate-income household is
defined as: a household having an income equal to or less than the limits cited below. Individuals who are unrelated but
are sharing the same household shall each be considered as one-person households.
City of MiamigqBeach/
Office of Ho iVRaf rn[�i ty Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services (8 of 12)
HUD income Limits,pending HUD updating:
2019 ADJUSTED CDBG INCOME LIMITS
1-Person 2-Person 3-Person 4-Person 5-Person 6-Person 7 -Person 8-Person
30% $17,800 $20,350 $22,900 $25,750 $30,170 $34,590 $39,010 $43,430
Limits
Very Low
$29,650 $33,900 $38,150 $42,350 $45,750 $49,150 $52,550 $55,950
Income
Low $47,450 $54,200 $61,000 $67,750 $73,200 $78,600 $84,050 $89,450
Income
Change Orders/Budget Amendments
The goal should be to limit the use of Change Orders or Budget Amendments.Change Orders and Budget Amendments
require prior written approval by the City Manager.
To request a Change Order or Budget Amendment, a written request for changes must be submitted to your Grant
Monitor delineating the changes and providing a detailed justification for making the request.Approvals of any changes
are at the sole discretion of the City Manager.
No budget amendment will be processed for Public Service Projects after June 30th. No budget amendment will be
processed for Capital Projects Budgets after eighty(80)percent of the available funds have been drawn.
Budget amendments or Change Orders that deviate from the original scope will be rejected and the funds in question may
be subject to recapture at the sole discretion of the City Manager.
Compliance with Local Rules,Regulations,Ordinances and Laws
The Sub-Recipient must remain in compliance with all local rules, regulations, ordinances and laws (including having an
active business license and the resolution of all Code Compliance and Building Department violations)in addition to those
specified in the body of the Agreement.In addition,the Sub-Recipient must not owe any monies to the City at the time of
Agreement execution or final release of grant funds.The City will verify with the Finance Department to ensure that no
monies are due the City prior to Agreement execution.
Furthermore,the Sub-Recipient must not have any outstanding and/or open Code Compliance or Building Department
violations at the time of the Agreement's execution.Any pending issues must be disclosed.Those violations which are
open at the time of the Agreement's execution and are expected to remain open for the foreseeable future require the
submission and approval of a remediation plan submitted to the City.
Cityitpof MiaminBeach
Office of Hous a S'qn u1n ty Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services(9 of 12) •
Employee/Contractor File Review
The following documentation must be included in the Sub-Recipient's employee/contractor file for those
employees/contractors providing services under this contract.
The following must be included in the employee files:
•Employment Application
• Evidence of degree/credentials
•Job Description Signed by Employee
•Evidence of Required Experience
•Florida Background Criminal Screening,if applicable
•National FBI Background Criminal Screening(Level 2),if applicable
'•Affidavit of Good Moral Character,if applicable
•Proof of Knowledge of Policies&Procedures,if applicable
•1-9 Verification on File
The City reserves the right to inspect those employee/contractor files whose salaries are funded in part or in whole by its
funds.
Evaluation
In its continuing effort to ensure contract compliance and performance, the City will evaluate the Sub-Recipient in its
fulfillment of the terms of this agreement including,but not limited to,the following measures:
•Agreement compliance
• Leverage and fiscal soundness
I•Accuracy and timeliness of Monthly Progress Reports
•Accuracy and timeliness of Monthly Financial Reports
•Adherence to project timelines
•Fulfillment of prescribed outcomes
Fiscal Stability
:The Sub-Recipient is required to maintain fiscal stability throughout the terms of this Agreement.This is to ensure the Sub-
Recipient's ability to fulfill the terms of this Agreement and meeting of the National Objective.
For affordable housing developers, fiscal stability policies are encouraged in anticipation of additional HUD guidance
regarding fiscal oversight for rental projects.More so,as projects have extended lives,fiscal stability underscores the long-
term viability of the housing units.Organizations must not operate at a deficit at the time of application.
(Leverage
For HOME-funded projects,the Sub-Recipient must demonstrate the commitment of other sources of funds committed to
the City-funded project.Furthermore,all other identified funds must be in place prior to the use of HOME funds.
!The documentation that demonstrates this fiscal leverage is the Subsidy Layering Review and underwriting.
C
of Miami Beach4
oL MNtgn r 1,
Office of Hos aa u ty Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services( 10 of 12)
Monitoring&Performance Reviews
The City reserves the right to inspect, monitor and/or audit the Sub-Recipient to ensure contractual compliance. This
includes,but is not limited to:
•Review of on-site service delivery
• Inspection and review of client, budgetary and employee files (for those employees providing services under this
Agreement)
Monitoring visits will take place within 120 days of the commencement of services.The City will notify the Sub-Recipient a
minimum of three(3)business days prior to a monitoring visit.
Performance Ratings
The Sub-Recipient agrees that its Performance Rating,the score awarded for performance on the following measures,will
be posted on the City's website on an annual basis:
•Timely and accurate submission of Monthly Progress Report
•Timely and accurate submissions of Monthly Financial Reports(reimbursement requests)
•Delivery of contracted service units
Ratings will be given for each performance measure based on the following:
Performance Measure Rating Rationale & Score
Timely and accurate submission of D "0"for failing to submit on time
Ii
Monthly Progress Report _ D "25"for submitting on time _
Timely and accurate submissions of ➢ "0" for failing to submit accurate report
Monthly Financial Report (reimbursement with back-up material on time
requests) D "25" for submitting accurate report on
time _
Delivery of contracted service units within Possible score of.0 to 50 based upon
contracted timeframe completion of projected service units.
Score is pro-rated if total projected
service units are not met.
Proformas
Capital projects must submit certified monthly proformas that indicate project funding sources and correlating uses.
Proformas must be certified by the preparing party as well as the agency's signatory as reflected within this Agreement.
Reporting Requirements
The Contractor will provide the City with a Monthly Progress Report and Monthly Financial Report by the 10th of the
following month. In the event that the 10th of the month lands on a Saturday, Sunday or holiday, the report must be
submitted the following business day.
cEunV ngtint u Tty
Office of Hos a Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services ( 11 of 12)
Monthly reports will be submitted via any of the following methods:
•Standard mail
•Hand delivery
Monthly reports will not be considered acceptable and submitted unless the following conditions are met:
• Forms are completely and accurately filled
• Necessary back-up materials are included(evidence of expense incurred,invoices,time logs,executed AIA Forms,etc.)
•Reports bear the signature of the person preparing the report and the Sub-Recipient's authorized signatory
Monthly Progress Reports should encapsulate a project's progress in alignment with the funds expended. Reports must be
submitted on time.
Rent Roll Submissions
Sub-Recipients using City funds for the creation or rehabilitation of affordable housing must submit tenant rent rolls within
thirty (30) days of meeting the National Objective and every year thereafter for a minimum of fifteen (15) years in
adherence with the affordability period required with use of these funds.For completed projects,certified tenant rolls must
be submitted annually by November 1st. Tenant rolls must be certified by the Sub-Recipient Agency's authorized signatory.
Those projects with a longer affordability period require annual tenant rolls for the period of affordability established in the
City's Restrictive Covenant and/or mortgage. These tenant rolls must be submitted by November 1st of each year of
affordability.Tenant rolls must be certified by the Sub-Recipient Agency's authorized signatory.
Retainage
All capital projects utilizing HUD funds are subject to a ten(10) percent retainage that will not be released until the National
Objective is met.Retainage will be held as appropriate from all submitted reimbursement requests.
Subsidy Layering Review •
All affordable housing projects using CDBG/HOME funds require the completion of an independent Subsidy Layering Review
and underwriting. These reviews must be completed prior to the project being submitted via HUD's IDIS system and
precedes the incurrence of any related funds. Therefore, no capital projects will be deemed eligible for reimbursement
until the Subsidy Layering Review and underwriting have been received and accepted by the City.
The expense for the Subsidy Layering Review and underwriting services are eligible for reimbursement if the project
proceeds but is not eligible for reimbursement otherwise.
City of rami Beach
aaeOffice of Houing aria Lommunity Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services ( 12 of 12)
Timeliness of Reimbursement Requests
Reimbursement requests must be submitted no later than sixty(60)days from the incurrence of the expense.The City will
strictly monitor this element. Please note that cancelled checks must be submitted in conjunction with all reimbursement
requests. Therefore, the Sub-Recipient should calendar itself accordingly to ensure that reimbursement requests are
submitted to the City in a timely manner.
Training Requirements
The Sub-Recipient must ensure that the person responsible for preparing the Monthly Progress Report and Monthly
Financial Report attends the City's Sub-Recipient Reporting Training and places the attendance certificate in the employee's
personnel file for inspection by the City during its monitoring visit.
Additional Documentation
The following documentation must be submitted with this executed agreement:
•All required insurance certificates
•Copy of two most recent audits
•Copy of required business licenses and permits
Cf�aa aAMimi Beach4
C8 T l y
Office of Hous ahh t Services
Annual Federal Entitlement Funds Application-February 2020
Application Scoring(1 of 2)
Minimum requirements for application submission: Applicants submitting applications may be not-for-profit or for-profit
corporations or partnerships. Applicants requesting affordable housing acquisition and/or rehabilitation funds must have a
minimum of five (5) years of experience in the acquisition and rehabilitation of owner-occupied affordable housing and/or
first-time homebuyer programs.
Selection criteria will include,but is not limited to:
1. Ability to provide strong construction management practices and to provide first quality materials, including landscaping if
applicable
2. Ability to perform all applicant selection and income certification processes in accordance with local, state, and federal
regulations
3.Ability to comply with the City's reporting requirements
4.Total project cost
5.Total number of units
6. Leveraging
7.Ability to conform to the City's plan for spatial de-concentration
8.Ability to provide homeowners with HUD-Certified Homeownership Counseling
9.Ability to provide individualized training to homebuyers on issues such as home maintenance and budgeting
10. Ability to demonstrate that the organization participates in the Welfare Transition Program
The Office of Housing and Community Development will review all responses to the RFP to ensure compliance with the
requirements of the RFP as well as under applicable Florida Statutes, Resolutions and the Consolidated Plan. All eligible
affordable housing applications will be submitted to the City's Affordable Housing Advisory Committee and reviewed with
HOME submissions. All applications for funding will be reviewed by the Affordable Housing Advisory Committee Committee
in accordance with the criteria as outlined in the RFP.
Sections within the RFP are weighted and their respective values are noted below:
Section/Tab Maximum Points
Applicant Info(rmation) 5
Project Overview 20
Project Impact 20
Applicant Experience 25
Project Budget 20
Sources&Uses 5
Priority Alignment 5
MAXIMUM POSSIBLE SCORE 100
City of Miami Beach/
Office of HouN$eaRn8ti lglity Services
Annual Federal Entitlement Funds Application-February 2020
Application Scoring (2 of 2)
Applicant Information
Information provided must be complete and accurate and include the required attachments.
Project Overview
This section provides overall summary of the project from an objective and fiscal context. Please ensure to be succinct but
clear about your proposed project as well as indicate the community-based partners who will help you achieve your
proposal.Make sure to complete the Objective,Outcome and Activity Code section. Double-check for accuracy.
Project Impact
This is the section that most describes the viability, impact, purpose and overall leverage for your project within a holistic
context. In this section, please ensure to provide operational details for your project including specific beneficiaries, eligibility
criteria, timelines, progress measures and outcome measures. If your project creates secondary benefits, i.e. creates new
jobs or sustainable services for an area,provide such detail.
Applicant Experience
This section provides the applicant an opportunity to sell themselves as worthy recipients of public resources. Be specific in
providing achievements,success stories,experience and expertise.
Project Budget
The project budget must be sound,practical,achievable and sustainable.Your budget should provide the fiscal perspective of
what was described in your project Overview and Project Impact sections.All expenses must be tied to the direct delivery of
services.The cap on administrative costs is 5%.A 2:1 cash match is required.
Sources&Uses
This section serves to detail the Project Budget section by assigning costs to specific funding sources.Assignments should
comply with funding source guidelines.All other funds must be secured before receipt of CDBG/HOME funds.
Cost Allocation Plan
tf your budget includes personnel,you must provide cost allocation plan encompassing all personnel.
Priority Alignment
This section enables the applicant to identify the proposed project's alignment to the City's Strategic Plan. For more
information about the City's Strategic Plan,visit www.miamibeachfigov
City of Miami Beach/
Office of Hou ParRRErIkAity Services
Annual Federal Entitlement Funds Application-February 2020
HUD FY 2019 Income Tables for the City of Miami Beach
2019 ADJUSTED CDBG INCOME LIMITS
1-Person 2-Person 3-Person 4 -Person 5 -Person 6-Person 7 -Person 8-Person
30% Limits $17,800 $20,350 $22,900 $25,750 $30,170 $34,590 $39,010 $43,430
Very Low
$29,650 $33,900 $38,150 $42,350 $45,750 $49,150 $52,550 $55,950
Income
Low $47,450 $54,200 $61,000 $67,750 $73,200 $78,600 $84,050 $89,450
Income
City of Miami Beach/
Office of Hou fia%Rg7CB City Services
Annual Federal Entitlement Funds Application-February 2020
City ot Miami Beach Census Tracts(1 ot Z)
L
.. .4. Upper I,1. , •,•11 , . 11,-
12 86 39.09 Moderate 550,065 549,900 30.46 52.1 526,087 525,998 537,629
12 86 39.11 Middle 550,065 549,900 15.95 91.57 545,846 545,693 530,156
12 86 39.12 Middle 550,065 549,900 10.81 84.23 542,171 542,031 541,292
12 86 39.13 Moderate 550,065 549,900 18.48 67.67 533,882 533,767 532,707
12 86 39.14 Middle 550,065 549,900 8.85 86.55 $43,333 543,188 538,495
12 86 39.15 Moderate 550,065 549,900 18.95 71.92 536,008 535,888 529,710
12 86 39.16 Middle 550,065 549,900 24.33 80.41 540,260 540,125 531,937
12 86 39.17 Upper 550,065 549,900 6.71 124.38 562,273 562,066 547,675
12 86 39.18 Middle 550,065 549,900 15.46 113.23 556,693 556,502 555,833
12 86 39.19 Upper 550,065 549,900 8.11 222.11 5111,204 5110,833 579,185
12 86 39.21 Middle $50,065 549,900 10.61 116.45 558,301 558,109 538,412
12 86 39.22 Upper 550,065 549,900 3.24 195.5 597,880 597,555 5121,103
12 86 40 Upper 550,065 549,900 10.11 208.77 5104,522 5104,176 589,609
12 86 41.02 Upper 550,065 549,900 5.49 273.98 5137,171 5136,716 590,694
12 86 41.03 Middle 550,065 549,900 20.86 83.99 542,050 541,911 539,075
12 86 41.05 Upper 550,065 549,900 10.26 191.67 595,962 595,643 585,217
12 86 41.06 Upper 550,065 549,900 2.43 165.74 582,981 582,704 584,567
12 86 42.03 Middle 550,065 549,900 13.92 84.88 542,500 542,355 542,159
12 86 42.04 Moderate 550,065 549,900 14.72 69.8 534,946 534,830 534,951
12 86 42.05 Middle 550,065 549,900 20.19 96.93 548,533 548,368 540,866
12 86 42.06 Middle 550,065 549,900 28.05 89.77 544,944 544,795 548,088
12 86 43.01 Upper 550,065 549,900 7.99 204.99 5102,632 5102,290 552,475
12 86 43.03 Middle 550,065 549,900 17.97 81.03 540,571 540,434 541,477
12 86 43.04 Moderate 550,065 549,900 19.96 77.07 538,589 538,458 551,941
12 86 44.03 Upper 550,065 549,900 22.53 124.21 562,188 561,981 528,407
12 86 44.04 Low 550,065 549,900 36.93 30.98 515,515 515,459 515,488
12 86 44.05 Moderate $50,065 $49,900 31.5 54.36 $27,216 $27,126 $22,247
12 86 44.06 Middle $50,065 $49,900 12.99 88.13 $44,125 $43,977 $43,638
12 86 45 Upper $50,065 $49,900 20.24 253.42 $126,875 $126,457 $76,056
City of Miami Beach/
Office of HouNeaR§ Stn unity Services
Annual Federal Entitlement Funds Application-February 2020
City of Miami Beach Census Tracts (2 of 2)
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1584 72.85 282 841 430 1154 0 16 92 1027 19
4106 79.08 923 1764 859 3247 12 37 141 2992 65
4237 77.13 1083 1622 969 3268 2 76 269 2875 46
4298 80.22 1080 2019 850 3448 9 51 142 3198 48
3812 73.85 746 1980 997 2815 5 37 107 2619 47
4953 76.9 1115 2216 1144 3809 5 54 143 3545 62
3790 73.14 959 1536 1018 2772 2 65 210 2433 62
4382 70.79 1160 2108 1280 3102 4 140 205 2661 92
2755 66.21 505 1034 931 1824 2 149 150 1478 45
2991 51.12 684 1293 1462 1529 2 36 39 1397 55
2612 67.69 671 1504 844 1768 0 40 42 1653 33
1932 62.01 530 1031 734 1198 1 27 18 1134 18
5062 32.87 1171 2081 3398 1664 4 142 92 1381 45
3127 34.86 665 1575 2037 1090 2 51 46 946 45
2733 69.15 226 1460 843 1890 2 45 88 1722 33
2930 54.61 720 1562 1330 1600 3 52 65 1446 34
3152 33.19 652 1545 2106 1046 0 63 54 894 35
4825 47.59 716 2491 2529 2296 6 142 171 1860 117
2158 65.11 380 1267 753 1405 4 42 75 1246 38
2625 56.84 351 1421 1133 1492 5 64 69 1323 31
1836 66.18 362 1050 621 1215 0 39 63 1086 Z7
2389 50.73 444 1576 1177 1212 3 57 62 1035 55
2436 53.1 469 1632 899 1537 6 61 104 1324 42
2327 57.63 389 1413 986 1341 3 46 53 1204 35
2944 65.52 281 1665 1015 1929 4 62 193 1613 57
2014 61.62 375 1375 773 1241 2 26 36 1148 29
3000 71.33 501 1933 860 2140 1 47 120 1918 54
2978 51.88 357 1761 1433 1545 8 95 95 1293 54
4302 40.19 717 2051 2573 1729 0 104 92 1465 68
City of Miami Beach/ •
Office of Hou§%%anbita ity Services
Annual Federal Entitlement Funds Application-February 2020
City of Miami Beach Census Map (1 of 1)
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Cit of Miami Beach/
Office of Hou5NeatRaCesfn uility Services
Annual Federal Entitlement Funds Application-February 2020
Uniform Relocation Assistance (URA)
If a project proposed in response to this RFP includes the purchase of a building or an offer to purchase a building which is
occupied, the tenants are entitled to the benefits provided by the Uniform Relocation Assistance and Real Property
Acquisition Policies Act of 1970 (URA). The following information is provided to assist the applicant in complying with the
URA.
1. URA preparation needs to start early. A URA notice needs to be given to the Seller when the purchase offer/option is
made.
2. HUD and the City of Miami Beach care about this. Developers who are working on HUD-funded projects need to
understand that the URA is basic consumer legislation that addresses "fairness" issues. Tenants whose living circumstances
are changed by a project-either by higher rents or involuntary moves-must be protected and compensated.
3. The relocation rules are not all one-sided. There are actions that can be taken to control costs and prevent displacement.
These actions include informing tenants about the project, treating them fairly during the process, staging work if it is
feasible, and keeping their rents affordable. Tenants must continue to pay rent and comply with the lease during the
process.
4. Mistakes can be costly. Planning for relocation and tenant concerns is critical because grantees, owners and developers
can all take actions which can incur a financial liability. Displaced tenants are entitled to 42 or 60 months of rental assistance,
depending on their situation. Many claims exceed $10,000. Although some claims are unavoidable, there is no reason to
incur costs for failing to follow the rules.
5. Planning is critical. Relocation concerns must be thought out early in the process so decisions about rents, construction
timing and project feasibility can be considered before they are a crisis.
6. Cooperation is essential. All parties involved in the project must do the right thing in order to make the process work.
The Developer and the City must work together.
7. There are three basic requirements for tenants in rental rehabilitation projects. Tenants must be given timely
information about the pending application. If the project is approved,they must be advised of any changes that will occur to
their situation. If they are not advised -and move-they could claim that they were displaced even if that was not intended
and they could be eligible for considerable financial compensation. If they must be displaced, tenants must be offered a
comparable replacement unit(as defined by HUD). Moving expenses must be paid. No one can be required to move without
90 days notice. Tenants who will stay in the property after work is completed must be offered a suitable unit that is
affordable to them.
City of Miami Beach/
Office of HouDeaO'8rilAity Services
Annual Federal Entitlement Funds Application-February 2020
Applicant Information
Applicant Name:
Applicant Address:
Telephone Number: Fax Number:
Executive Director: E-Mail Address:
Contact Person: E-Mail Address:
Board Secretary: E-Mail Address:
Employer Identification Number: Corporate Status:
Is applicant a CHDO tor the City ot Miami Beach: Submission Code:
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tinternalRevenue Services(IRS) Designation Letter
Current
Board ot Director's Membership with Protessional Affiliations
Proposed Project Summary
Project Category:
National Objectives:
#of Project Beneficiaries:
Project Budget: S - Agency Budget: 5 -
Amount of Secured Funding: S -
Amount of Funding Requested from City: 5 -
_A!4 _r ,, _ ,.. --ase 1147;4.412 if.,:j_ 7 _ �'; ti.:',:- .;;',.,"S7,]P
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pp scant erti ication
On behalf of the applicant organization,we certify that all of the information contained in this application is true and
accurate. We further understand that the material omission or inclusion of false information contained in this
application constitutes grounds for disqualification of the application and Applicant. We further understand that by
submitting an application, we, as the authorized representatives for the organization, are accepting the terms and
conditions as they appear in the Request For Proposals February 2020.
Signature of Preparing Party/Date signature ot Authorizing Party/Date
Name/Title: Name/Title:
City of Miami Beach Use Only
Project Funding Level: #D!V/01 Cost P/Unit: #01V/0!
City Funding Level: #DEV/0! Project Outlook: #DIV/0!
SCORE RANGE FOR SECTION 5 Points
City of Miami Beach/
Office of Frdlgrran9fCaliunity Services
Annual Federal Entitlement Funds Application-February 2020
Submission Checklist
Please verify that the following has been completed and submitted by the submission deadline as noted:
tem •ttac ment tatus
Applicant Info(rmation) (Signatures Needed)-Required
Submission Checklist(Signatures Needed)-Required
Project Overview-Required
National Objective-Required
Project Impact-Required
Applicant Experience-Required
Project Budget-Required
Sources&Uses(Signatures Needed)-Required
Priority Alignment-Required
Affidavit 1(Signatures Needed)-Required
Affidavit 2(Signatures Needed)-Required
Affidavit 3(Signatures Needed)-Required
Certification 1(Signatures Needed)-Required
Applicant's Articles of Incorporation-Required
Applicant's Internal Revenue Services Designation Letter -Required
Latest Financial Statements for Organization-Required
Applicant Agency's Last Two Annual Audits including Management Letters-Required
Current Board of Director's with Professional Affiliations- Required
For Capital Projects Only:Physical Needs Assessment-Recommended
Evidence of Matching Funds/Leverage-Required
For Capital Projects Only:Subsidy Layering Review-Required
For Capital Projects Only: Project Renderings-Optional
Signature of Preparing Party/Date Signature of Authorizing Party/Date
Name/Title: Name/Title:
City of Miami Beach/
Office of HouNeaRgIgn fAity Services
Annual Federal Entitlement Funds Application- February 2020
National Objectives
CDBG-funded activites must meet one of three National Objectives.Please check one:
❑Check Box 1 National Objective A: Principally benefits low-and moderate-income persons
❑Check Box 2 National Objective B:Aids in the prevention or elimination of slums or blight
❑Check Box 3 National Objective C:Qualifies as an urgent need
If National Objective A is selected above, please select one subcategory below to describe proposed activity(refer to the
section to the right for more infomation on these categories) :
❑ Check Box 4 Area Benefit Activities are those carried out in a neighborhood consisting predominantly of LMI
persons and providing services for such persons,yet could be available to other non-income-eligible
persons in the area.
❑Check Box 5 Limited Clientele Activities is an activity which provides benefits to a specific group of persons
rather than all the residents in a particular area.At least 51%of the beneficiaries of the activity must
be L/M income persons as evidenced by certifying documentation.
❑Check Box 6 Income Eligible Housing Activities add or improve a permanent residential structure wherein, upon
completion,income eligible persons will occupy 51%or more of the housing units
❑check Box 7 Job Creation or Retention Activities create or retain permanent jobs, of which at least 51% are
either taken by or available to income eligible persons
City of Miami Beach/
Office of Hou!ifi ea at$ City Services
Annual Federal Entitlement Funds Application-February 2020
Project Overview
Applicant: 0
Project Synopsis
In the space below,provide a brief synopsis of your proposed project including current status, location,scope and beneficiaries.
roject easures
• •pec we: •utcomes:
Activity Code:
Project Partners
Please list the entities providing cash,financing and other support to proposed project.
ntity upport ype upport Ta ue
S
S
Total Value of Project Investment $ -
City of Miami Beach Use Only
Fiscal Check: #D!V/4!
SCORE RANGE FOR SECTION 20 Points
Cit of Miami Beach/
Office of Hou5i pale 8gn i ity Services
Annual Federal Entitlement Funds Application- February 2020
Project Impact ( 1 of 2)
Applicant: 0
In the space below, answer the following questions and provide any additional information regarding the project's impact:
1. Describe the scope of your proposed project including a summary of planned service goals including beneficiaries.
2. Describe the impact of your project on the immediate neighborhood and possible jobs created(temporary and permanent).
SCORE RANGE FOR SECTION 10 Points
City of Miami Beach/
Office of HouriAgQ0Q8 r ity Services
Annual Federal Entitlement Funds Application-February 2020
Project Impact (2 of 2)
Applicant: 0
In the space below, answer the following questions and provide any additional information regarding the project's impact:
1. For Affordable Housing Projects: Describe if tenants will be relocated and, if so,summarize relocation plan.
2. Provide a brief project timeline.
SCORE RANGE FOR SECTION 10 Points
City of Miami Beach/
Office of Hou geaRa7C8 r t ity Services
Application for Recaptured Federal Funds-February 2020
Applicant Experience (1 of 2)
Applicant: 0
In the space below,answer the following questions and provide any additional information regarding applicant experience.
1. Describe applicant experience in providing the service proposed including specific timeframes, locations and outcomes.
2.Provide specific examples of successful projects.
SCORE RANGE FOR SECTION 10 Points
City of Miami Beach/
Office of HouDWRBh l ity Services
Application for Recaptured Federal Funds- February 2020
Applicant Experience (2 of 2)
Applicant: 0
In the space below, answer the following questions and provide any additional information regarding applicant experience.
1. Fiscal capacity to successfully complete the proposed project including previous receipt of HUD funds. Provide specific
examples.
SCORE RANGE FOR SECTION 15 Points
City of Miami Beach/
Office of Hou geaRREi rA ity Services
Annual Federal Entitlement Funds Application-February 2020
Project Budget
Applicant: 0
ine tern a egory ost ategory on irme• 'eceipt •en•ing 'eceipt ity 'equest ine o a
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$ - 5 - S - $ -
•rolect ota s S - S - S - S -
In the space below,please provide detail for any line item with "other"in category title.
signature ot preparing Party/nate signature ot Authorizing Party/Date
Name/Title: Name/Title:
SCORE RANGE FOR SECTION 20 Points
City of Miami Beach/
Page 499fKelPPlousing and Community Services
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Sources & Uses (Use Only it Necessary)
Applicant: 0
Funding Source#6 Funding Source#7 Funding Source#8 Funding Source#9 Funding Source#10
Line Item Category/Cost Category Insert Source Here Insert Source Here Insert Source Here Insert Source Here Insert Source Here
$ - 5 - 5 - $ - S -
$ - 5 - S - $ - S -
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City of Miami Beach/
Page 49 a U dousing and Community Services
Annual Federal Entitlement Funds Application-February 2020
Priority Alignment
Funding Category:
Project Location:
Beneficiaries (List All):
The City of Miami Beach has achieved a great deal by staying focused on its mission, vision and
strategic priorities. By using performance measurements to gauge how well it is managing resources
and delivering services,the City has areas that have seen significant improvements since its plan was
As a recipient of public resources, please indicate below how your project aligns with the City's
Strategic Plan. At a minimum, you must select one Key Intended Outcome (KIO)that your project will
address. Extra points will be awarded for your ability to address additional KIOs.
Please note that awarded projects will be required to measure and report their progress on meeting
identified KI0 goals.
Primary KIO Proposed Project Will Address:
Secondary KIO Proposed Project Will Address:
Tertiary KIO Proposed Project Will Address:
In the space provided below, please describe the measures you will use to quantify your impact on
the selected KIOs above. Please note that all measures must be numerical in nature, i.e., the number
of units developed,the number of tenants served,etc.
SCORE RANGE FOR SECTION 5 Points
City of Miami Beach/
Office of HouDnrAn$ rtity Services
Annual Federal Entitlement Funds Application-February 2020
Acknowledgement of Application Submission
Applicant: 0
As the duly authorized signatory and preparer, respectively, for the agency listed above, we have read the City of Miami
Beach Request For Proposals for Annual Federal Entitlement Funds and agree to the terms, specific limitations, and
conditions expressed herein. In addition, we have read, relied upon, acknowledge, and accept the City's Disclosure
Disclaimer as attached.
Further, if our proposed project includes the rehabilitation or construction of a residential building that is currently
occupied, we hereby authorize the staff of the City of Miami Beach Office of Housing and Community Development to
enter the premises and interview residents. We realize that the purpose of the interviews is to determine the estimated
amount of relocation assistance that may be needed.
By signing below,the undersigned acknowledge that they have read and understand the Certifications attached hereto and
labeled as "Affidavits" and, if awarded CDBG and/or HOME funds, the Applicant will be able to comply fully with the
provisions of those certifications and will be able to comply with all additional applicable federal, state and local
requirements, including procurement and financial management. Applicant also acknowledges that, if a funding
recommendation is made for less than the full amount applied for, additional documentation including a revised budget,
scope of work and sources and uses may be requested prior to final finding determinations.
The City of Miami Beach reserves the right to verify that the authorized signatures above are authorized to bind the
Applicant and may require Applicant to submit documentation verifying such authority.
Signature ot Preparing Party/ Date Signature ot Authorizing Party/Date
Name/Title: Name/Title:
•
City of Miami Beach/
Office of HouMrA9`E8i1ity Services
Annual Federal Entitlement Funds Application-February 2020
Affidavit of Compliance with Federal,State and Local Regulations
Applicant: 0
The undersigned certify that the information in this application is true and correct.The undersigned further certify that they
are aware that if the City of Miami Beach finds that the applicant agency or undersigned have engaged in fraudulent actions
or intentionally misrepresented facts on this application, this application will be rejected and the applicant agency may be
unable to participate in any City-funded program for two(2) complete fiscal years.
If applying for HOME Investments Partnership Program/Community Development Block Grant funds, the applicant via the
undersigned certify that it has read, understands and agrees to comply with the provisions of 24 CFR 92, and all federal
regulations issued thereto by the United States Department of Housing and Urban Development (HUD).
The undersigned understand and agree to abide by the provisions of the applicable, federal, state and local regulations and
laws.
signature ot Preparing Party/ Date Signature of Authorizing Party/Date
Name/Title: Name/Title:
Signature ot Board Chair/ Date signature ot Board Secretary/ Date
Name/Title: Name/Title:
City of Miami Beach/
Office of HouDgeaA 8 Ality Services
Annual Federal Entitlement Funds Application-February 2020
Disclosure and Disclaimer
Applicant: 0
This Request for Proposals (RFP) is being furnished to the applicant by the City of Miami Beach (City) for the applicant's
information and convenience. Any action taken by the City in response to applications made pursuant to this RFP or in
making any award or in failing or refusing to make any award pursuant to such applications, or in canceling awards, or in
withdrawing or canceling this RFP, either before or after issuance of an award(s), shall be without any liability on the part of
the City. The contents of this RFP are neither warranted nor guaranteed by the City. Applicants interested in pursuing this
development opportunity are urged to make such evaluations as they deem advisable and to reach independent conclusions
concerning statements made in this RFP and any supplements thereto. The City reserves the right to reject any and all
applications for any reason,or for no reason,without any resultant liability to the City.
In its sole discretion, the City may withdraw the RFP either before or after receiving applications, may accept or reject
applications, and may accept applications which deviate from the RFP as it deems appropriate and in its best interest. In its
sole discretion,the City may determine the qualifications and acceptability of any party or parties submitting applications in
response to this RFP.
Following submission of an application, the applicant agrees to deliver such further details, information and assurances,
including financial and disclosure data, relating to the application and the applicant including the applicant's affiliates,
officers, directors,shareholders,partners and employees as requested by the City in its discretion.
The information contained herein is provided solely for the convenience of prospective housing development entities. It is
the responsibility of the applicant to assure itself that information contained herein is accurate and complete. The City does
not provide any assurances as to the accuracy of any information in this RFP.
Any reliance on these contents, or on any communications with City officials, shall be at the applicant's own risk. Prospective
applicants should rely exclusively on their own investigations, interpretations and analyses. The RFP is being provided by the
City without any warranty or representation, express or implied, as to its content, its accuracy, or its completeness. No
warranty or representation is made by the City or its agents that any application conforming to these requirements will be
selected for consideration, negotiation,or approval.
The City shall have no obligation or liability with respect to this RFP, the selection and the award process or whether any
award will be made. Any applicant to this RFP who responds hereto fully acknowledges all the provisions of this disclosure
and disclaimer, is totally relying on this disclosure and disclaimer, and agrees to be bound by the terms hereof. Any
applications submitted to the City or its advisors pursuant to this RFP are submitted at the sole risk and responsibility of the
party submitting such application.
This RFP is made subject to correction of errors, omissions, or withdrawal without notice. Information is for guidance only
and does not constitute all or any part of an agreement.
The City and all applicants will be bound only as, if and when an application, as same may be modified, and the applicable
definitive agreements pertaining thereto, are approved and executed by the parties, and then only pursuant to the terms of
the definitive agreements executed among the parties.
City of Miami Beach/
Office of HouD$URBIA.Kiity Services
Annual Federal Entitlement Funds Application-February 2020
Disclosure and Disclaimer
Applicant: 0
Any response to this RFP may be accepted or rejected by the City for any reason, or for no reason, without any resultant
liability to the City.
The City is governed by the Government-in-the-Sunshine Law,and all applications and supporting documents shall be subject
to disclosure as required by such law. All documents received by the City shall become public records.
Applicants are expected to make all disclosures and declarations as requested in this RFP. By submission of an application,
the applicant acknowledges and agrees that the City has the right to make any inquiry or investigation it deems appropriate
to substantiate or supplement information contained in the application, and authorizes the release to the City of any and all
information sought in such inquiry or investigation. Each applicant certifies that the information contained in the application
is true,accurate and complete to the best of its knowledge and belief.
Notwithstanding the foregoing or anything contained in the RFP,all applicants agree that in the event of a final unappealable
judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this RFP or any response
thereto or any action or inaction by the City with respect thereto,such liability shall be limited to$10,000.00 as agreed-upon
and liquidated damages. The previous sentence, however,shall not be construed to circumvent any of the other provisions
of this disclosure and disclaimer which imposes no liability on the City.
In the event of any differences in language between this disclosure and disclaimer and the balance of the RFP, it is
understood that the provisions of this disclosure and disclaimer shall always govern. The RFP and any disputes arising from
the REP shall be governed by and construed in accordance with the laws of the State of Florida.
Signature of Preparing Party/Date Signature of Authorizing Party/Date
Name/Title: Name/Title:
Signature of Board Chair/Date Signature of Board Secretary/Date
Name/Title: Name/Title:
City of Miami Beach/
Office of HoukifigMa2CB i l ity Services
Annual Federal Entitlement Funds Application-February 2020
Certification Regarding Lobbying Activities
Applicant: 0
The undersigned certifies,to the best of his or her knowledge and belief,that:
1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee
of Congress,or any employee of a Member of Congress in connection with the awarding of any Federal contract, the making
of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension,
continuation, renewal, amendment,or modification of any Federal contract,grant, loan, or cooperative agreement.
2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or
attempting to influence an officer or employee of any agency, a Member of Congress,an officer or employee of Congress,or
any employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement,the
undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying", in accordance with its
instructions.
3.The undersigned shall require that the language of this certification be included in the award documents for all sub-awards
at all tiers (including sub-contracts, sub-grants, and contracts under grants, loans, and cooperative agreements) and that all
individuals receiving sub-awards shall certify and disclose accordingly.
•
signature of Preparing Party/Date signature of Authorizing Party/ Date
Name/Title: Name/Title:
Signature of Board Chair/Date Signature of Board Secretary/Date
Name/Title: Name/Title:
•
City of Miami Beach/
Office of HouFiRnrARBtT l ity Services
Annual Federal Entitlement Funds Application-February 2020
Certification Regarding CDBG-Funded Construction & Rehabilitation Projects (1 of 2)
If the Provider anticipates using CDBG funds for construction or rehabilitation, the following federal and City of Miami Beach
requirements must be acknowledged:
A. All construction or rehabilitation plans and specifications for the project must be approved by the City's departments of:
Planning; Office of Housing & Community Services; Public Works; Building; Code Compliance; and Fire. If the project is
located in the Miami Beach Architectural District, or affects a building listed or eligible for listing on the National Register of
Historic Places,all plans and specifications must be approved by the State Historic Preservation Office (SHPO), in accordance
with the Memorandum of Understanding between the SHPO and the City.
B. The City shall not be obligated to pay any funds to the project prior to the completion by the City of an environmental
review of the project,and said review is approved by any government agencies as may be required by law.
C. The Provider will assure all wages paid to construction workers by it or its subcontractors are in compliance with federal,
state and local labor requirements. The Provider agrees to include in the construction bid specifications in connection with
this agreement the applicable Federal Wage Determination assigned to this project by HUD. The Provider must also inform
his contractor/subcontractors that they will be required to submit documents after a city-conducted pre-construction
conference and prior to construction. Weekly and/or monthly reports must be submitted thereafter, as required by the
federal government.
D.The Provider agrees to comply with, and to assure that its subcontractors comply with,the federal Office of Management
and Budget (OMB) Circular Number A-102 Attachment E for programs funded in whole or in part by CDBG funds;with federal
OMB Circular A-102 Attachment 0 for the procurement of supplies, equipment, construction and services; and with Federal
Management Circular A-87; or any other applicable OMB circular.
E. Pursuant to Section 109 of the Act, the Provider specifically agrees that no person shall be denied the benefits of the
program on the grounds of race, color, sex, religion or national origin.
F. The Provider agrees, on its own behalf and on behalf of its contractors and subcontractors, to take affirmative action in
attempting to employ low income and minority persons, as mandated by law.
G. As required by OMB Circular Number A-102, and by Florida Statutes Section 287.055, professional services must be
competitively selected. The competitive selection process must include a public advertisement; issuance of a request for
application and a competitive review based on uniform criteria. Selection criteria must consider the basic qualifications,
professional competence,experience and suitability of each firm. Fees for professional services must be requested as a fixed
sum and not stated as a percentage of construction costs.
H. All documents, bid specifications, notices and construction drawings must be submitted for the review and approval of the
Neighborhood Services Department prior to public advertisement.
City of Miami Beach/
Office of HouDgpar�Q%Brcitity Services
Annual Federal Entitlement Funds Application-February 2020
Certification Regarding CDBG-Funded Construction & Rehabilitation Projects (2 of 2)
I. The bidding process for construction contracts must include a formal advertisement, published in The Miami Review,
Dodge Reports and The Miami Builder's Exchange. This announcement must include the following:
1. The date, time and place that bid documents are available, and the same information for any pre-bid conferences and
receipt of bids.
2. The requirement of bid surety in the amount of ten percent(10%) of the bid, and a performance and payment bond equal
to 100%of the award.
3. A standard statement regarding the "in whole or in part" federal funding of the project and the various applicable federal
regulations including the Davis Bacon Act.
J.The City reserves the right to be present at the time of bid openings. If City CDBG monies are the sole funding source,the
City may require that bids be received and opened by the City's Procurement Department.
K.The Provider agrees to submit to the Office of Housing and Community Services all documentation of the steps followed in
the selection of professional services and construction contracts.
L. The Provider agrees to specify a time of completion and include a liquidated damage clause in all construction contracts.
Cost plus a percentage of cost,and percentage of construction cost contracts will not be permitted.
M.If the Provider is awarded CDBG funds, other conditions and requirements will be specified in the funding agreement.
N.The Provider agrees that it will not start construction until an official "Notice to Proceed" has been issued.
0. Pursuant to 570.608 of the CDBG Regulations, and the new provisions in the Economic and Community Development Act
of 1974 as amended, the Provider agrees to comply with the inspection, notification, testing and abatement procedures
concerning lead-based paint.
City of Miami Beach/
Office of HouDgeaUe$ ity Services
Annual Federal Entitlement Funds Application- February 2020
M I AM BEACH
City of Miami Beach
Request for Proposals ( RFP)
FY 2020 HOME Investment Partnership (HOME) Funds
Deadline for Submissions:
Wednesday, February 26, 2020 at 3 :00pm
1Applications must be received by 3:00pm on Wednesday, February 26, 2020.Any application received after that time will
not be considered. The responsibility for submitting applications on or before the stated time and date is solely the
responsibility of the Applicant. The City will not be responsible for delays caused by mail, courier services or any other
entity or occurrence.
City of Miami Beach
Office of Housing&Community Services
1700 Convention Center Drive
Miami Beach, Florida 33139
Telephone:305-673-7260 Fax: 305-604-2421
Website: www.miamibeachfl.gov Email: mariaruiz@miamibeachfl.gov
City of Miami Beach/
Office of HouDgeaAA'UM,ility Services
Annual Federal Entitlement Funds Application-February 2020
M I AM I BEACH
Mayor& Members of the City Commission:
Dan Gelber, Mayor
Steven Meiner,Commissioner
Ricky Arriola,Commissioner
Mark Samuelian, Commissioner
Michael Gongora, Commissioner
Micky Steinberg,Commissioner
David Richardson,Commissioner
City Administration:
Jimmy L. Morales, City Manager
John Rebar,Acting Assistant City Manager
Eric Carpenter,Assistant City Manager
Mark Taxis,Assistant City Manager
Housing&Community Development Staff:
Maria L. Ruiz, Director
Alba Tarre,Assistant Director
Marcela Rubio, HOME Coordinator
Cristina Cabrera,CDBG Coordinator
Alice Waters, Controller
"We are committed to providing excellent public service and safety to all who live,work, and play in our vibrant,tropical, historic
community."
Our Vision
The City of Miami Beach will be:
• Cleaner and Safer;
• More Beautiful and Vibrant;
• A Mature,Stable Residential Community with Well-improved Infrastructure;
•A Unique Urban and Historic Lnvironment;
•A Cultural, Entertainment,Tourism Capital;and
• An International Center for Innovation in Culture, Recreation and Business.
Our Values
• We maintain the City of Miami Beach as a world-class city.
•We work as a cooperative team of well-trained professionals.
• We serve the public with dignity and respect.
• We conduct the business of the City with honesty, integrity,and dedication.
• We are ambassadors of good will to our residents,visitors,and the business community.
City of Miami Beach/
Office of HougBieag'aBtity Services
Annual Federal Entitlement Funds Application-February 2020
Notice of Funding Availability(1 of 1)
The City of Miami Beach is an entitlement grantee of federal funds. It receives an annual allocation of funding for the HOME
Investment Partnership Program (HOME) and Community Development Block Grant (CDBG) from the United States
Department of Housing and Urban Development (HUD). The City is entitled to these funds because its population, housing
and/or demographic characteristics meet the formula requirements needed to obtain funding.
HUD requires that the City complete a five-year Consolidated Plan that includes a housing assessment, market analysis and
assessment of community development needs. The Consolidated Plan is meant to address the needs of low- and moderate-
income persons and families, including homeless individuals. The Plan establishes the City's program priorities, goals and
objectives for community development programs and sets the framework for subsequent One Year Action Plans that describe
specific activities that will be funded through the City's HUD-funded grant programs.
As an entitlement grantee, the City develops its own programs and funding priorities. However, it must give maximum feasible
priority to activities which: I
-) Benefit low-and moderate-income persons and households;
4 Aid in the prevention or elimination of slums and blight; and/or
4 Meet other community development needs having a particular urgency because existing conditions pose a
serious and immediate threat to the health or welfare of the community. Urgent needs are defined as those which
have no other financial resources available.
The City of Miami Beach is projecting the following FY 2020 funds subject to the availability and allocation by HUD:
HOME Funds(estimated)
HOME Entitlement $ 529,067.00
City Administration(10%) $ 52,906.77
The City obtained authorization from the Mayor and City Commission on January 16, 2019 to issue the attached Request For
Proposals(RFP)to solicit eligible affordable housing, capital and public service projects within the City.
Here is the timeline of events for this RFP:
Date Event/Expected Outcome
January 15,2020 Authorization from the Mayor&Commission to issue RFP
January 27,2020 RFP Issued
February 3,2020 Applicant conference to address RFP questions convened-Attendance is Mandatory
February 19,2020 Last day for written questions
February 26,2020 Deadline for receipt of RFP applications (3pm)
February 27-March 7,2020 Staff review of applications
March 17,2020 Meeting of Affordable Housing Advisory Committee to review applications and make
funding recommendations to the Mayor and Commission via LTC
March 26,2020 Commence 30-Day Public Comment Period
May 13,2020 Submit funding recommendations to Mayor&Commission for award
city iami�III8t' i
Office of Hous a ity Services
Annual Federal Entitlement Funds Application-February 2020
Priorities
In order to guide outside agencies that are seeking funding, establish parameters for the project selection process and
enable success in project implementation, the following broadly defined priorities and operational imperatives have been
established in the City's FY 2018-2022 Consolidated Plan and summarized for purposes of this RFP as:
9 Affordable housing and compliance with Equal Opportunity and Fair Housing Laws in the City of Miami Beach
-Minimize displacement, promote job creation/retention, ensure adequate benefits, encourage private development, and
provide planning and administrative support.
9 Revitalize neighborhoods, remove architectural barriers, eliminate slum and blighted conditions, and encourage the
preservation of historic structures.
Operational Imperatives
In order to ensure accountability and the judicious use of finite, public resources, the following operational imperatives
have been established in the Five-Year Consolidated Plan and City processes:
4 Recipient organizations must have acceptable past and/or current performance on similar projects.
-� As this is a reimbursable grant, recipient organizations must have the fiscal capacity to undertake the proposed
project.
9 Activities will not be funded unless the organization has developed realistic cost estimates and timelines, and
demonstrated past financial stability(as evidenced in its past two agency fiscal audits).
4 Agency must demonstrate that the use of awarded City funds will ensure the required funding for the proposed
project,i.e.City funds are the last needed to complete the project.
4 Organizations requesting funds from more than one agency will be required to submit a Subsidy Layering Review
which includes a certified Sources and Uses Summary
4 Recipients will be expected to provide matching funds and/or otherwise participate in the cost of their proposed
project
4 Housing development and property improvement programs are expected to use quality, long-lasting methods and
materials that require a minimum of maintenance or upkeep and provide a Physical Needs Assessment for the
9 The cost of providing housing or services will be considered in evaluating applications and must meet HUD guidelines
4 Recipients must adhere to HUD and City guidelines for procurement of goods and services including professional
services.
4 Funded activities must meet a National Objective within two years of funding award.
Further priority is given to those established housing needs for which there is currently insufficient assistance including:
1 Acquisition for affordable rental housing and low-and moderate-income,first-time homebuyers
2 Multi-family Housing rehabilitation
Priority will be given to projects that serve the North Beach area(331411 or predominantly serve residents of this area.
In addition,the City will prioritize awards to those projects that align with its Key Intended Outcomes(KIO) as defined in its
current Strategic Plan.The City's KIOs can be found in its own tab within this workbook.
Ci'of MiamigqBBfea��cqh
Office of Hous a�ld`�R nl �! ty Services
Annual Federal Entitlement Funds Application- February 2020
Eligible Activities
The primary objective of the HOME program is to provide safe, decent and affordable housing to low-and-moderate-income
persons and households who earn at or below 80%of the median income.
Funded activities must deliver affordable,decent, safe and sanitary housing for low-and moderate-income households in
the City of Miami Beach.
Applicable Income Tables are referenced in the corresponding tab in this workbook.
City of Miami Beach/
Office of Hous a A nqtl ty Services
Annual Federal Entitlement Funds Application- February 2020
Application Instructions (1 of 3)
This workbook has been designed to minimize completion time and ensure consistency of applications submitted. Only
applications completed on an Excel platform will be accepted.To minimize duplicative efforts, once you input the agency
name in the Applicant Information tab,the name will automatically populate in all other required areas.
Applicants must complete all shaded areas. For your convenience,areas shaded in ;c i,; have drop-down menus and areas
shaded in red are auto-filled. Grey shaded areas require a text input by the applicant.
Tab General Instructions
Threshold items determining the Applicant's responsiveness are indicated as Required
Items requiring signatures are noted as Signatures Needed.
Submission Checklist A drop-down menu is provided for each item to enable easy labeling as submitted or not.
Please ensure to update the status for each item.
In addition, we have left open spaces in the event that the applicant wishes to attach
additional items not specifically requested in the RFP.
All shaded area require a response.Those areas in require a manual input.
Items shaded in r,f. require use of the drop-down menu provided.
Applicant Info(rmation) DO NOT ALTER ANY AREA SHADED IN RED.
Make sure that both the person preparing the application and the agency's authorized
signatory sign this section once printed in hard copy format in blue ink.
The Applicant name is auto-populated once you have completed the previous tab.
As you provide the Project Synopsis in the ,:r eri shaded space provided, please be
succinct but complete in your narrative and run spellcheck before finalizing.
Project Overview If you have a Physical Needs Assessment for the proposed project, please include as an
attachment.
For Project Partners, list each entity separately and use the drop-down menu to indicate
the type of support provided from each. In the final column, please list the cash value of
•
the entity's support.
Please note there are two pages to this section.
Project Impact Be certain to answer the questions asked fully. Be succinct but complete in your narrative
and run spellcheck before finalizing.
Please note there are two pages to this section.
Applicant Experience Be certain to answer the questions asked fully. Be succinct but complete in your narrative
and run spellcheck before finalizing.
The Budget form has five columns.The first column should list all of the entities providing
cash,financing or in-kind leverage to the proposed project.
The second column, "Confirmed Receipt", enables you to insert the dollar value of any
commitment that has been secured.
Project Budget The third column, "Pending Receipt", enables you to insert the value of any projected
funds that have yet to be secured but may be reasonably expected.
The fourth column, "City Request" enables you to insert the value of funds requested
from the City through this RFP process.
DO NOT ALTER ANY AREA SHADED IN RED.
City of Miami Beach
Office of Hous ar ARtrihTi! ty Services
Annual Federal Entitlement Funds Application-February 2020
Application Instructions (2 of 3)
Tab General Instructions
In the column labeled "Line Item Category," list the various project expenses using the
drop-down menu provided.
In each of the following columns to the right,and under"Fund Source", insert the name of
Sources&Uses the funding entity and then below the respective amounts allocated to each line item.
Make sure that both the person preparing the application and the agency's authorized
signatory sign this section in blue ink once printed in hard copy format.
Using the drop-down menus provided,answer each area shaded in
Priority Alignment Provide a brief but succinct narrative in the space provided that explains how your
agency will measure its impact on the City's Key Intended Outcomes selected.
Run spellcheck before finalizing your narrative.
Affidavit 1 Review and provide signatures requested.
Affidavit 2 Review and provide signatures requested.
Affidavit 3 Review and provide signatures requested.
Ciy of Miami11. BBe1a��c��h
Office of Hous and�CRtfnh'if ty Services
Annual Federal Entitlement Funds Application-February 2020
Application Instructions (3 of 3)
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Applicants must submit their application(s)as follows:
One(1)original hard copy with authorizing signatures in blue ink.
One (1)duplicate hard copy of the original hard copy application.
One digital copy in Excel format of the application with attachments in PDF format on CD ROM
Via Hand Delivery: Office of Housing&Community Services, 1700 Convention Center Drive, Miami Beach, Florida 33139.
Via Mail Delivery:Office of Housing and Community Services,Attention: Maria Ruiz, 1700 Convention Center Drive, Miami
Beach, Florida 33139.
WcSdw ah al.. a�Y.iM :r'2t3��''•`�•fMV. .r..l;.ti Mr.:i a. . ..,
The following attachments are required and must be submitted with the one (1) original hard copy application and two
copies.These attachments should be placed directly following Affidavit 4 with the hard copies.
1.Agency's Articles of Incorporation in their entirety.
2.A current list of the Applicant's Board of Directors and their respective affiliation(s).
3.The Applicant's last two(2)annual financial audits.
4. Letters of commitment/award, contracts or other documents attesting to the evidence of matching/in-kind funds.
Resources or financing.
A Subsidy Layering Review is required at the time of application for Affordable Housing Projects.
R7a-`.,.�?. 4� S i '�:'�i,.v_ _ 'rtiv.���`e_a;9;� - �:�s}F�+:'-'�� :vt33`�{',�r��jj�': F{.:.,,�:���l:'-r•`:•�}rqy,
'!: e.. :! �'+ -3: ';f_ 4',.'.'" vJ � a:f.k::?=3&•:.^9%' }W:;s`."5 tii:;A*4. ' •#.�-a -•�
If the applicant wishes to submit additional documents, it may do so. If provided, these should follow the required
attachments.
City iami Beachi
���gInl y
Office of Hous a t Services
Annual Federal Entitlement Funds Application-February 2020
General Information (1 of 3)
The following funding is available through this RFP, contingent upon final approval by HUD:
HOME Funds (estimated)
HOME Entitlement $ 587,853.00
City Administration(10%) $ 58,785.30
Please note that these funds are estimates and subject to availability and allocation by HUD.
Determination of Appropriateness
Prior to preparing an application for funds,applicants are strongly advised to determine if the proposed project is an eligible
activity as defined by HUD regulations. Projects must result in the creation of safe,sanitary, decent and affordable housing
to low-and moderate-income persons and households who earn at or below 80%of the median income.
Deadline for Submission
All responses to this RFP must have been received by February 26, 2020 at 3:00 pm at the Office of Housing & Community
Services located at 1700 Convention Center Drive, Miami Beach, Florida 33139. Mailed applications should be sent to Office
of Housing & Community Services, Attention: Maria Ruiz, Miami Beach City Hall, 1700 Convention Center Drive, Miami
Beach, Florida 33139.
Late applications will not be accepted.
Fatal Flaws
The following errors, omissions and/or conditions are considered fatal flaws preventing applications from consideration for
funding:
Incomplete applications(missing any section of the application or omission of required attachments)
Factual errors resulting in the misrepresentation of an organization's experience, capacity or ownership
Submission Requirements
❑ One(1)original hard copy with authorizing signatures in blue ink.
❑ One(1)duplicate hard copy of the original hard copy application.
❑ One digital copy in Excel format of the application with attachments in RDP format on CD ROM.
Directions for Completing the Application
This workbook has been designed to minimize completion time and ensure consistency of applications submitted. Only
applications completed on an Excel platform will be accepted. To minimize duplicative efforts, once you input the agency
name in the Applicant Information tab,the name will automatically populate in all other required areas.
Applicants must complete all shaded areas. For your convenience, areas shaded in ;: • have drop-down menus and areas
shaded in red are auto-filled. Grey shaded areas require a text input by the applicant.
City of MiamidQqQQBeach/
us
Office of HoatlQ'CgMqt1 ty Services
Annual Federal Entitlement Funds Application-February 2020
General Information (2 of 3)
Modifications/Withdrawals of Proposals
An Applicant may submit a modified Application to replace all or any portion of a previously submitted Application up until
the Application due date and time. Modifications received after the Application due date and time will not be considered.
Applications shall be irrevocable until contract award unless withdrawn in writing prior to the Application due date, or after
expiration of 120 calendar days from the opening of Applications without a contract award. Letters of withdrawal received
after the Application due date and before said expiration date, and letters of withdrawal received after contract award will
not be considered.
RFP Postponement/Cancellation/Rejection
The City may, at its sole and absolute discretion, reject any and all, or parts of any and all,Applications; re-advertise this RFP;
postpone or cancel, at any time, this RFP process; or waive any irregularities in this RFP, or in any Applications received as a
result of this RFP.
Costs Incurred by Applicants
All expenses involved with the preparation and submission of Applications, or any work performed in connection therewith,
shall be the sole responsibility(and shall be at the sole cost and expense)of the Applicant,and shall not be reimbursed by the
City.
Exceptions to RFP
Applicants must clearly indicate any exceptions they wish to take to any of the terms in this RFP, and outline what, if any,
alternative is being offered. All exceptions and alternatives shall be included and clearly delineated, in writing, in the
Application. The City,at its sole and absolute discretion, may accept or reject any or all exceptions and alternatives. in cases
in which exceptions and alternatives are rejected, the City shall require the Applicant to comply with the particular term
and/or condition of the RFP to which Applicant took exception to (as said term and/or condition was originally set forth on
the RFP).
Florida Public Records Laws
Applicants are hereby notified that all Applications including, without limitation, any and all information and documentation
submitted therewith, will be available for public inspection after opening of Applications, in compliance with Florida Public
Records Law including,without limitation, Chapter 119,Florida Statutes.
Negotiations
The City reserves the right to enter into further negotiations with the selected Applicant(s). Notwithstanding the preceding,
the City is in no way obligated to enter into a contract with the selected Applicant(s) in the event the parties are unable to
negotiate a contract. It is also understood and acknowledged by Applicants that by submitting an Application, no property
interest or legal right of any kind shall be created at any time until and unless a contract has been agreed to;approved by the
City; and executed by the parties.
Observance of Laws
Applicants are expected to be familiar with, and comply with, all Federal, State, County, and City laws, ordinances, codes,
rules and regulations,and all orders and decrees of bodies or tribunals having jurisdiction or authority which, in any manner,
may affect the scope of services and/or project contemplated by this RFA(including, without limitation, the Americans with
Disabilities Act, Title VII of the Civil Rights Act, the EEOC Uniform Guidelines, and all EEO regulations and guidelines).
City of Miami Beach/
Office of Housa� ((tigMMt1 ty Services
Annual Federal Entitlement Funds Application-February 2020
General Information (3 of 3)
Conflict of Interest
All Applicants must disclose in their Application the name(s) of any officer, director, agent, or immediate family member
(spouse, parent, sibling,and child) who is also an employee of the City of Miami Beach. Further, all Applicants must disclose
the name of any City employee who owns, either directly or indirectly, an interest of ten (10%) percent or more in the
Applicant entity or any of its affiliates.
Applicant's Responsibility
Before submitting an Application,each Applicant shall be solely responsible for making any and all investigations, evaluations,
and examinations, as it deems necessary, to ascertain all conditions and requirements affecting the full performance of the
contract. Ignorance of such conditions and requirements, and/or failure to make such evaluations, investigations, and
examinations, will not relieve the Applicant from any obligation to comply with every detail and with all provisions and
requirements of the contract, and will not be accepted as a basis for any subsequent claim whatsoever for any monetary
consideration on the part of the Applicant.
Public Entity Crimes
A person or affiliate who has been placed on the convicted vendor list following a conviction for public entity crimes may not
submit a bid on a contract to provide any goods or services to a public entity, may not submit a bid on a contract with a
public entity for the construction or repair of a public building or public work, may not submit bids on leases of real property
to public entity, may not be awarded or perform work as a contractor, supplier, sub-contractor, or consultant under a
contract with a public entity , and may not transact business with any public entity in excess of the threshold amount
provided in Sec. 287.017, for CATEGORY TWO for a period of 36 months from the date of being placed on the convicted
vendor list.
American With Disabilities Act(ADA)
Call (305) 673-7260/VOICE to request material in accessible format; sign language interpreters (five days in advance when
possible), or information on access for persons with disabilities. For more information on ADA compliance, please call the
Public Works Department at 305-673-7631.
•
Acceptance of Gifts,Favors,Services
Applicants shall not offer any gratuities,favors, or anything of monetary value to any official,employee,or agent of the City,
for the purpose of influencing consideration of this Application. Pursuant to Sec. 2-449 of the City Code, no officer or
employee of the City shall accept any gift, favor or service that might reasonably tend improperly to influence him in the
discharge of his official duties.
• COof Miami Beach
Office of HotisneaMtgotTatv Services
Annual Federal Entitlement Funds Application-February 2020
Guidelines for Evaluating Economic Development Projects (1 of 3)
§570.209 Guidelines for evaluating and selecting economic development projects.
The following guidelines are provided to assist the recipient to evaluate and select activities to be carried out for economic
development purposes. Specifically, these guidelines are applicable to activities that are eligible for CDBG assistance under
§570.203. These guidelines also apply to activities carried out under the authority of §570.204 that would otherwise be
eligible under §570.203, were it not for the involvement of a Community-Based Development Organization (CBDO). (This
would include activities where a CBDO makes loans to for-profit businesses.) These guidelines are composed of two
components: guidelines for evaluating project costs and financial requirements; and standards for evaluating public benefit.
The standards for evaluating public benefit are mandatory, but the guidelines for evaluating projects costs and financial
requirements are not.
(a) Guidelines and objectives for evaluating project costs and financial requirements. HUD has developed guidelines that are
designed to provide the recipient with a framework for financially underwriting and selecting CDBG-assisted economic
development projects which are financially viable and will make the most effective use of the CDBG funds. These guidelines,
also referred to as the underwriting guidelines, are published as appendix A to this part. The use of the underwriting
guidelines published by HUD is not mandatory. However,grantees electing not to use these guidelines would be expected to
conduct basic financial underwriting prior to the provision of CDBG financial assistance to a for-profit business. Where
appropriate, HUD's underwriting guidelines recognize that different levels of review are appropriate to take into account
differences in the size and scope of a proposed project, and in the case of a microenterprise or other small business to take
into account the differences in the capacity and level of sophistication among businesses of differing sizes. Recipients are
encouraged, when they develop their own programs and underwriting criteria, to also take these factors into account. The
objectives of the underwriting guidelines are to ensure:
(1)That project costs are reasonable;
(2)That all sources of project financing are committed;
(3)That to the extent practicable, CDBG funds are not substituted for non-Federal financial support;
(4)That the project is financially feasible;
(5)That to the extent practicable,the return on the owner's equity investment will not be unreasonably high;and
(6) That to the extent practicable, CDBG funds are disbursed on a pro rata basis with other finances provided to the
project.
(b)Standards for evaluating public benefit.The grantee is responsible for making sure that at least a minimum level of public
benefit is obtained from the expenditure of CDBG funds under the categories of eligibility governed by these guidelines.The
standards set forth below identify the types of public benefit that will be recognized for this purpose and the minimum level
of each that must be obtained for the amount of CDBG funds used. Unlike the guidelines for project costs and financial
requirements covered under paragraph (a) of this section, the use of the standards for public benefit is mandatory. Certain
public facilitiesand improvements eligible under §570.201(c) of the regulations, which are undertaken for economic
development purposes, are also subject to these standards,as specified in§570.208(a)(4)(vi)(F)(2).
(1)Standards for activities in the aggregate.Activities covered by these guidelines must,in the aggregate,either:
(i)Create or retain at least one full-time equivalent,permanent job per$35,000 of CDBG funds used;or
(ii) Provide goods or services to residents of an area, such that the number of low-and moderate-income persons residing in
the areas served by the assisted businesses amounts to at least one low- and moderate-income person per $350 of CDBG
funds used.
y of
iami
Office of HoPraARSitBeach/
Services
Annual Federal Entitlement Funds Application-February 2020
Guidelines for Evaluating Economic Development Projects (2 of 3)
(2) Applying the aggregate standards. (i)A metropolitan city, an urban county, a non-entitlement CDBG grantee in Hawaii, or
an Insular Area shall apply the aggregate standards under paragraph (b)(1) of this section to all applicable activities for which
CDBG funds are first obligated within each single CDBG program year,without regard to the source year of the funds used for
the activities. For Insular Areas,the preceding sentence applies to grants received in program years after Fiscal Year 2004. A
grantee under the HUD-administered Small Cities Program,or Insular Areas CDBG grants prior to Fiscal Year 2005, shall apply
the aggregate standards under paragraph (b)(1) of this section to all funds obligated for applicable activities from a given
grant; program income obligated for applicable activities will, for these purposes, be aggregated with the most recent open
grant. For any time period in which a community has no open HUD-administered or Insular Areas grants, the aggregate
standards shall be applied to all applicable activities for which program income is obligated during that period.
(ii) The grantee shall apply the aggregate standards to the number of jobs to be created/retained, or to the number of
persons residing in the area served (as applicable),as determined at the time funds are obligated to activities.
(iii) Where an activity is expected both to create or retain jobs and to provide goods or services to residents of an area,the
grantee may elect to count the activity under either the jobs standard or the area resident's standard, but not both.
(iv) Where CDBG assistance for an activity is limited to job training and placement and/or other employment support
services, the jobs assisted with CDBG funds shall be considered to be created or retained jobs for the purposes of applying
the aggregate standards.
(v)Any activity subject to these guidelines which meets one or more of the following criteria may,at the grantee's option, be
excluded from the aggregate standards described in paragraph (b)(1)of this section:
(A) Provides jobs exclusively for unemployed persons or participants in one or more of the following programs:
(1)Jobs Training Partnership Act(JTPA);
(2)Jobs Opportunities for Basic Skills(JOBS);or
(3)Aid to Families with Dependent Children (AFDC);
(B) Provides jobs predominantly for residents of Public and Indian Housing units;
(C) Provides jobs predominantly for homeless persons;
(D) Provides jobs predominantly for low-skilled, low- and moderate-income persons, where the business agrees to provide
clear opportunities for promotion and economic advancement,such as through the provision of training;
(E) Provides jobs predominantly for persons residing within a census tract (or block numbering area) that has at least 20
percent of its residents who are in poverty;
(F) Provides assistance to business(es) that operate(s) within a census tract (or block numbering area) that has at least 20
percent of its residents who are in poverty;
(G)Stabilizes or revitalizes a neighborhood that has at least 70 percent of its residents who are low-and moderate-income;
(H) Provides assistance to a Community Development Financial Institution that serve an area that is predominantly low-and
moderate-income persons;
(I) Provides assistance to a Community-Based Development Organization serving a neighborhood that has at least 70 percent
of its residents who are low-and moderate-income;
(J) Provides employment opportunities that are an integral component of a project designed to promote spatial
deconcentration of low-and moderate-income and minority persons;
(K)With prior HUD approval, provides substantial benefit to low-income persons through other innovative approaches;
(L) Provides services to the residents of an area pursuant to a strategy approved by HUD under the provisions of§91.215(e)
of this title;
anof us a i iami Beach/
Vgl8!nl
Office of Hoty Services
Annual Federal Entitlement Funds Application-February 2020
Guidelines for Evaluating Economic Development Projects (3 of 3)
(M) Creates or retains jobs through businesses assisted in an area pursuant to a strategy approved by HUD under the provisions of
§91.215(e) of this title.
(N)Directly involves the economic development or redevelopment of environmentally contaminated properties.
(3) Standards for individual activities. Any activity subject to these guidelines which falls into one or more of the following
categories will be considered by HUD to provide insufficient public benefit, and therefore may under no circumstances be assisted
with CDBG funds:
(i)The amount of CDBG assistance exceeds either of the following,as applicable:
(A)$50,000 per full-time equivalent,permanent job created or retained;or
(B)$1,000 per low-and moderate-income person to which goods or services are provided by the activity.
(ii)The activity consists of or includes any of the following:
(A)General promotion of the community as a whole(as opposed to the promotion of specific areas and programs);
(B)Assistance to professional sports teams;
(C) Assistance to privately-owned recreational facilities that serve a predominantly higher-income clientele, where the
recreational benefit to users or members clearly outweighs employment or other benefits to low- and moderate-income
persons;
(D)Acquisition of land for which the specific proposed use has not yet been identified;and
(E)Assistance to a for-profit business while that business or any other business owned by the same person(s)or entity(ies) is the
subject of unresolved findings of noncompliance relating to previous CDBG assistance provided by the recipient.
(4)Applying the individual activity standards.(i)Where an activity is expected both to create or retain jobs and to provide goods or
services to residents of an area, it will be disqualified only if the amount of CDBG assistance exceeds both of the amounts in
paragraph(b)(3)(i)of this section.
(ii) The individual activity standards in paragraph (b)(3)(i) of this section shall be applied to the number of jobs to be created or
retained,or to the number of persons residing in the area served (as applicable), as determined at the time funds are obligated to
activities.
(iii) Where CDBG assistance for an activity is limited to job training and placement and/or other employment support services,the
jobs assisted with CDBG funds shall be considered to be created or retained jobs for the purposes of applying the individual activity
standards in paragraph(b)(3)(i)of this section.
(c) Amendments to economic development projects after review determinations. lf, after the grantee enters into a contract to
provide assistance to a project, the scope or financial elements of the project change to the extent that a significant contract
amendment is appropriate, the project should be reevaluated under these and the recipient's guidelines. (This would include, for
example, situations where the business requests a change in the amount or terms of assistance being provided,or an extension to
the loan payment period required in the contract.) If a reevaluation of the project indicates that the financial elements and public
benefit to be derived have also substantially changed, then the recipient should make appropriate adjustments in the amount,
type,terms or conditions of CDBG assistance which has been offered,to reflect the impact of the substantial change.(For example,
if a change in the project elements results in a substantial reduction of the total project costs, it may be appropriate for the
recipient to reduce the amount of total CDBG assistance.) If the amount of CDBG assistance provided to the project is increased,
the amended project must still comply with the public benefit standards under paragraph(b)of this section.
(d) Documentation.The grantee must maintain sufficient records to demonstrate the level of public benefit, based on the above
standards, that is actually achieved upon completion of the CDBG-assisted economic development activity(ies) and how that
compares to the level of such benefit anticipated when the CDBG assistance was obligated. If the grantee's actual results show a
pattern of substantial variation from anticipated results,the grantee is expected to take all actions reasonably within its control to
improve the accuracy of its projections. If the actual results demonstrate that the recipient has failed the public benefit standards,
HUD may require the recipient to meet more stringent standards in future years as appropriate.
[60 FR 1947,Jan.5, 1995,as amended at 60 FR 17445,Apr.-6,1995;71 FR 30035,May 24,2006;72 FR 12535,Mar.15,2007; 72 FR
Cip of Miami BeachL
Office of Hous HoCsR:PagtgriVatv Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services ( 1 of 12)
The following is a sample of Attachment A(General Requirements) for awarded contracts provided as reference:
EXHIBIT"A"-"SCOPE OF SERVICES"
Related Definitions:
Davis-Bacon Act Compliance — The Davis-Bacon Act applies to contractors and subcontractors performing on federally
funded or assisted contracts in excess of$2,000 for the construction,alteration, or repair(including painting and decorating)
of public buildings or public works. Davis-Bacon Act and Related Act contractors and subcontractors must pay their laborers
and mechanics employed under the contract no less than the locally prevailing wages and fringe benefits for corresponding
work on similar projects in the area. The Davis-Bacon Act directs the Department of Labor to determine such locally
prevailing wage rates. Affordable housing rehabilitation projects of eight (8) or more units using CDBG funds must ensure
Davis-Bacon Act compliance. Affordable housing rehabilitation projects of 12 or more units using HOME funds must ensure
Davis-Bacon Act compliance.
Environmental Review—Projects must have an Environmental Review unless they meet criteria specified in HUD regulations
that would exempt or exclude them from Request for Release of Funds(RROF) and environmental certification requirements
(24 CFR sections 58.1,58.22, 58.34,58.35 and 570.604).
Evidence of Procurement — All expenses incurred with grant funds require evidence of procurement according to this
Agreement. Please carefully read the Agreement and related HUD rules to ensure compliance.
HUD Income Limits — The Sub-Recipient must ensure that HUD Income Limits (household income) are utilized when
determining client eligibility for HUD-funded services. Income limits are posted further below.
Monthly Progress Report —The Sub-Recipient is required to submit a monthly project progress report by thelOth of the
following month. The report must be signed by the person who prepared the report as well as the agency's authorizing
party. The report summarizes the progress made, expenses incurred and deliverables completed. This report must be
completed regardless of whether or not funds are requested.
Monthly Financial Report—The Sub-Recipient is required to submit a monthly financial report by the 10th of the following
month regardless of whether or not funds are requested.The report delineates project expenses incurred including non-City
funds and must include the corresponding evidence of expense incurred for any expense which is being submitted for
reimbursement.
Monthly Proformas—All Capital projects with multiple (more than one)funding sources require the submission of monthly
proformas to the City.
Professional Services Contracts — Professional services funded through this Agreement must adhere to procurement
guidelines as appropriate and have executed written agreements between the Sub-Recipient and the respective Vendor.
Contracts must, at a minimum, specify the cost, timeline and scope of service. A copy of all professional service contracts
must be submitted to the City prior to reimbursement request.
Proof of Insurance—Evidence of appropriate and required insurance must be submitted prior to contract execution. No City
funds will be disbursed prior to submission of required insurance coverage.
ciyKofe iami r�� Snlil� y
Office of Hous a it Services
Annual Federal Entitlement Funds Application-February 2020
City iui rSFt@ni
Office of Hous a U ity Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services ( 2 of 12)
Retainage — All capital projects are subject to the withholding of 10 percent of appropriate expenses in the form of a
retainage.Ali retained funds will be released when the project fulfills its National Objective.
Section 3 Compliance —Any Agreement greater than $200,000 that involves rehabilitation, housing construction, or other
public construction, requires the Sub-Recipient complete and submit to the City Form HUD 60002, Section 3 Summary
Report, Economic Opportunities for Low-and Very-Low Income Persons(OMB No.2529-0043).
Applicable Federal Regulations
The Sub-Recipient must apply to all applicable federal regulations including:
I. Non-Discrimination and Equal Access
No person in the United States shall on the grounds of race,color, national origin, religion or sex be excluded,denied benefits
or subjected to discrimination under any program funded in whole or in part by CDBG/HOME funds. The Provider must take
measures to ensure non-discriminatory treatment, outreach and access to program resources. This applies to employment
and contracting,as well as to marketing and selection of program participants.
Fair Housing and Equal Opportunity
The Provider must comply with all the following Federal laws,executive orders and regulations pertaining to fair housing and
equal opportunity. They are summarized below:
* Title VI of the Civil Rights Act of 1964, As Amended (42 USC 2000d et seq.): States that no person may be excluded from
participation in, denied the benefits of, or subjected to discrimination under any program or activity receiving Federal
financial assistance on the basis of race, color or national origin. The regulations implementing the Title VI Civil Rights Act
provisions for HUD programs may be found in 24 CFR Part 1.
* The Fair Housing Act (42 USC 3601-3620): Prohibits discrimination in the sale or rental of housing, the financing of housing
or the provision of brokerage services against any person on the basis of race,color, religion,sex, national origin, handicap of
familial status. Fair Housing Act implementing regulations may be found in 24 CFR Part 100-115.
* Equal Opportunity in Housing (Executive Order 11063, as amended by Executive Order 12259): Prohibits discrimination
against individuals on the basis of race,color, religion,sex or national origin in the sale, rental, leasing or other disposition of
residential property, or in the use or occupancy of housing assisted with Federal funds. Equal Opportunity in Housing
regulations may be found in 24 CFR Part 107.
* Age Discrimination Act of 1975, As Amended (42 USC 6101): Prohibits age discrimination in programs receiving Federal
financial assistance. Age Discrimination Act regulations may be found in 24 CFR Part 146.
* Section 109 of Title I of the Housing and Community Development Act of 1974: Requires that no person shall be excluded
from participation in, denied the benefits of, or be subjected to discrimination under any program or activity funded with
CDBG/HOME funds on the basis of race,color, religion,national origin or sex.
Affirmative Marketing
The Provider must adopt affirmative marketing procedures and requirements for all CDBG/HOME-assisted housing with five
or more units. Requirements and procedures must include:
City of MiamidBeach/
Office of Hou aAngrriVi! ity Services
Annual Federal Entitlement Funds Application-February 2020
City of Miami fBe1a�ch
Office of HoLis ad €LgtritR ty Services
Annual Federal Entitlement Funds Application- February 2020
Contractual Scope of Services ( 3 of 12)
1. Methods for informing the public, owners and potential tenants about fair housing laws and the Provider's policies (for
example: use of the Fair Housing logo or equal opportunity language);
2.A description of what owners and/or the Provider will do to affirmatively market housing assisted with CDBG/HOME funds;
3. A description of what owners and/or the Provider will do to inform persons not likely to apply for housing without special
outreach;
4. Maintenance of records to document actions taken to affirmatively market CDBG/HOME-assisted units and to assess
marketing effectiveness;and
5.A description of how efforts will be assessed and what corrective actions will be taken where requirements are not met.
Handicapped Accessibility
The CDBG/HOME regulations also require adherence to the three following regulations governing the accessibility of
Federally-assisted buildings,facilities and programs:
1. Americans with Disabilities Act (42 USC 12131; 47 USC 155, 201, 218 and 225): Provides comprehensive civil rights to
individuals with disabilities in the areas of employment, public accommodations, state and local government services and
telecommunications. The Act, also referred to as the ADA, also states that discrimination includes the failure to design and
construct facilities (built for first occupancy after January 26, 1993) that are accessible to and usable by persons with
disabilities. The ADA also requires the removal of architectural and communication barriers that are structural in nature in
existing facilities. Removal must be readily achievable, easily accomplishable and able to be carried out without much
difficulty or expense.
2. Fair Housing Act: Multi-family dwellings must also meet the design and construction requirements at 24 CFR 100.205,
which implement the Fair Housing Act(42 USC 3601-19)
Section 504:Section 504 of the Rehabilitation Act of 1973 prohibits discrimination in federally assisted programs on the basis
of handicap. Section 504 imposes requirements to ensure that "qualified individuals with handicaps" have access to
programs and activities that receive Federal funds. Under Section 504, recipients and Sub-Recipients are not required to take
actions that create unique financial and administrative burdens or after the fundamental nature of the program. For any
Provider principally involved in housing or social services,all of the activities of the agency--not only those directly receiving
Federal assistance --are covered under Section 504. Contractors or vendors are subject to Section 504 requirements only in
the work they do on behalf of the Provider or the City. The ultimate beneficiary of the Federal assistance is not subject to
Section 504 requirements.
3. The Architectural Barriers Act of 1968 (42 USC 4151-4157): Requires certain Federal and Federally-funded buildings and
other facilities to be designed, constructed or altered in accordance with standards that ensure accessibility to, and use by,
physically handicapped people.
II.Employment and Contracting
The Provider must comply with the regulations below governing employment and contracting opportunities. These concern
equal opportunity,labor requirements and contracting/procurement procedures.
COs offMiami'ARgrn tl y
Office of Hous a it Services
Annual Federal Entitlement Funds Application-February 2020
Cu_siV of T 4sgii ll y
Office of HouF's��a t Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services (4 of 12)
Equal Opportunity
The Provider must comply with the following regulations that ensure equal opportunity for employment and contracting:
Equal Employment Opportunity, Executive Order 11246, as amended: Prohibits discrimination against any employee or
applicant for employment because of race, color, religion, sex or national origin. Provisions to effectuate this prohibition
must be included in all construction contracts exceeding$10,000. Implementing regulations may be found at 41 CFR Part 60.
Section 3 of the Housing and Urban Development Act of 1968: Requires that, to the greatest extent feasible, opportunities
for training and employment arising from CDBG/HOME funds will be provided to low-income persons residing in the program
service area. Also, to the greatest extent feasible, contracts for work (all types) to be performed in connection with
CDBG/HOME will be awarded to business concerns that are located in or owned by persons residing in the program service
area.
Minority/Women's Business Enterprise: Under Executive Orders 11625, 12432 and 12138, the City and the Provider must
prescribe procedures acceptable to HUD for a minority outreach program to ensure the inclusion, to the maximum extent
possible,of minorities and women,and entities owned by minorities and women,in all contracts(see 24 CFR 85.36(e)).
Labor Requirements
The Provider must comply with certain regulations on wage and labor standards. In the case of Davis-Bacon and the Contract
Work Hours and Safety Standards Acts, every contract for construction (in the case of residential construction, projects with
eight or more units)triggers the requirements.
Davis-Bacon and Related Acts(40 USC 2761A)-7): Ensures that mechanics and laborers employed in construction work under
Federally-assisted contracts are paid wages and fringe benefits equal to those that prevail in the locality where the work is
performed. This act also provides for the withholding of funds to ensure compliance, and excludes from the wage
requirements apprentices enrolled in bona fide apprenticeship programs.
Contract Work Hours and Safety Standards Act as amended (40 USC 327-333): Provides that mechanics and laborers
employed on Federally-assisted construction jobs are paid time and one-half for work in excess of 40 hours per week, and
provides for the payment of liquidated damages where violations occur. This act also addresses safe and healthy working
conditions.
Copeland(Anti-Kickback)Act 140 USC276c): Governs the deductions from paychecks that are allowable. Makes it a criminal
offense to induce anyone employed on a Federally assisted project to relinquish any compensation to which he/she is
entitled,and requires all contractors to submit weekly payrolls and statements of compliance.
Fair Labor Standards Act1938, As Amended (29 USC 201, et. seq.): Establishes the basic minimum wage for all work and
requires the payment of overtime at the rate of at least time and one-half. It also requires the payment of wages for the
entire time that an employee is required or permitted to work,and establishes child labor standards.
Contracting and Procurement Practices
The CDBG/HOME programs are subject to certain Federal procurement rules. In addition, the City and the Provider must
take measures to avoid hiring debarred or suspended contractors or Sub-Recipients and conflict-of-interest situations. Each
is briefly discussed below.
iami BeachZ
Cusil fe a�CgtnitTit y
Office of Hous a it Services
Annual Federal Entitlement Funds Application-February 2020
City of MiamiQQBBeac1h
Office of Hous ars 8 nhtl ity Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services ( 5 of 12)
Procurement: For the City, the procurement standards of 24 CFR 85.36 apply. For non-profit organizations receiving
CDBG/HOME funds,the procurement requirements at 24 CFR Part 84 apply.
Conflict of Interest: The CDBG regulations require grantees (the City), state recipients and Sub-Recipients (the Provider) to
comply with two different sets of conflict-of-interest provisions. The first set of provisions comes from 24 CFR Parts 84 and
85. The second,which applies only in cases not covered by 24 CFR Parts 84 and 85,is set forth in the CDBG regulations. Both
sets of requirements are discussed below.
-The provisions at 24 CFR 85.36 and 24 CFR 84.42 apply in the procurement of property and services by grantees (the City),
state recipients, and Sub-Recipients (the Provider). These regulations require the City and the Provider to maintain written
standards governing the performance of their employees engaged in awarding and administering contracts. At a minimum,
these standards must:
- Require that no employee, officer, agent of the City or the Provider shall participate in the selection, award or
administration of a contract supported by CDBG/HOME if a conflict-of-interest, either real or apparent,would be involved;
-Require that employees,officers and agents of the City or the Provider not accept gratuities,favors or anything of monetary
value from contractors, potential contractors or parties to Sub-Agreements; and
-Stipulate provisions for penalties,sanctions or other disciplinary actions for violations of standards.
HOME-funded projects must comply with 24 CFR 92.356.
A conflict would arise when any of the following has a financial or other interest in a firm selected for an award:
-An employee,agent or officer of the City or the Provider;
-Any member of an employee's,agent's or officer's immediate family;
-An employee's,agent's or officer's partner; or
-An organization that employs or is about to employ an employee,agent or officer of the City or the Provider.
-The CDBG/HOME regulations at 24 CFR 570.611 governing conflict-of-interest apply in cases not covered by 24 CFR 85.36
and 24 CFR 84.42. These provisions cover employees, agents, consultants, officers and elected or appointed officials of the
grantee (the City), state recipient or Sub-Recipient (the Provider). The regulations state that no person covered who
exercises or has exercised any functions or responsibilities with respect to CDBG/HOME activities or who is in a position to
participate in decisions or gain inside information:
-May obtain a financial interest or benefit from a CDBG activity;or
-Have an interest in any contract,subcontract or agreement for themselves or for persons with business or family ties.
This requirement applies to covered persons during their tenure and for one year after leaving the grantee (the City), the
state recipient or Sub-Recipient(the Provider)entity.
Upon written request,exceptions to both sets of provisions may be granted by HUD on a case-by-case only after the City has:
-Disclosed the full nature of the conflict and submitted proof that the disclosure has been made public;and
- Provided a legal opinion from the City stating that there would be no violation of state or local law if the exception were
granted.
Debarred contractors: In accordance with 24 CFR Part 5, CDBG/HOME funds may not be used to directly or indirectly employ,
award contracts to or otherwise engage the services of any contractor or Sub-Recipient during any period of debarment,
suspension or placement of ineligibility status. The City should check all contractors, subcontractors, lower-tier contractors
or Sub-Recipients against the Federal publication that lists debarred,suspended and ineligible contractors.
City of Miami Beach/
Office of HoEstiraNI8f419ty Services
Annual Federal Entitlement Funds Application-February 2020
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Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services ( 6 of 12)
III.Environmental Requirements
The City is responsible for meeting a number of environmental requirements, including environmental reviews, flood
insurance,and site and neighborhood standards.
Environmental Review
The City is responsible for undertaking environmental reviews in accordance with the requirements imposed on "recipients"
in 24 CFR 58. Reviews must be completed, and Requests for Release of Funds(RROF)submitted to HUD before CDBG/HOME
funds are committed for non-exempt activities. Private citizens and organizations may object to the release of funds for
CDBG/HOME projects on certain procedural grounds relating to environmental review (see 24 CFR 58.70 - 58.77). To avoid
challenges,grantees (the City)and Sub-Recipients(the Provider)should be diligent about meeting procedural requirements.
Flood Insurance
Section 202 of the Flood Disaster Protection Act of 1973 (42 USC 4106): Requires that CDBG/HOME funds shall not be
provided to an area that has been identified by the Federal Emergency Management Agency (FEMA) as having special flood
hazard, 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.
IV. Lead-based Paint
On September 15, 1999, the "Requirements for Notification, Evaluation and Reduction of Lead-Based Paint Hazards in
Federally Owned Residential Property and Housing Receiving Federal Assistance; Final Rule" was published within Title 24 of
the Code of Federal Regulations as part 35 (24 CFR 35). The regulation was issued under sections 1012 and 1013 of the
Residential Lead-Based Paint Hazard Reduction Act of 1992, which is Title X (ten) of the Housing and Community
Development Act of 1992. Sections 1012 and 1013 of Title X amended the Lead-Based Paint Poisoning Prevention Act of
1971,which is the basic law covering lead-based paint in federally associated housing.
The regulation sets hazard reduction requirements that give much greater emphasis to reducing lead in house dust. Scientific
research has found that exposure to lead in dust is the most common way young children become lead poisoned. Therefore,
the new regulation requires dust testing after paint is disturbed to make sure the home is lead-safe. Specific requirements
depend on whether the housing is being disposed of or assisted by the federal government,and also on the type and amount
of financial assistance,the age of the structure, and whether the dwelling is rental or owner occupied.
On April 22, 2008,the EPA issued a rule requiring the use of lead-safe practices and other actions aimed at preventing lead
poisoning to protect against the hazards created by exposure to lead dust in existing structures built prior to 1978. Under the
rule, all contractors performing renovation, repair and painting projects that disturb lead-based paint in homes, child care
facilities, and schools built before 1978 must be certified and follow specific work practices to prevent lead contamination.
This rule(40 CFR Part 745)is enforced as of April 22,2010.The rule must be executed by all sub-contractors.
City of
Office of HotraVaAagnAlr9ty Services
Annual Federal Entitlement Funds Application-February 2020
Ctii 'AhSMiagni nhiL� y
Office of Hous a it Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services (7 of 12)
Property Exempt from Lead-based paint regulation:
• Housing built since January 1, 1978,when lead paint was banned for residential use;
• Housing exclusively for the elderly or people with disabilities,unless a child under age 6 is expected to reside there;
•Zero-bedroom dwellings, including efficiency apartments, single-room occupancy housing, dormitories or military barracks;
• Property that has been found to be free of lead-based paint by a certified lead-based paint inspector;
• Property where all lead-based paint has been removed;
• Unoccupied housing that will remain vacant until demolished;
• Non-Residential property;and
•Any rehabilitation or housing improvement that does not disturb a painted surface.
Types of housing subject to 24 CFR 35:
• Federally-Owned housing being sold;
• Housing receiving a federal subsidy that is associated with the property, rather than with the occupants (project-based
assistance);
• Public housing;
• Housing occupied by a family(with a child) receiving tenant-based subsidy(such as a voucher or certificate);
• Multifamily housing for which mortgage insurance is being sought;and
• Housing receiving federal assistance for rehabilitation, reducing homelessness, and other special needs.
If you want copies of the regulation or have general questions,you can call the National Lead Information Center at(800) 424•
LEAD, or TDD (800) 526-5456 for the hearing impaired. You can also download the regulation and other educational
materials at http://www.hud.gov/offices/lead/index.cfm. For further information, you may call HUD at (202) 755-1785, ext.
104,or e-mail HUD at lead_regulations@hud.gov.
V.Displacement,Relocation,Acquisition and Replacement of Housing
CDBG/HOME projects involving acquisition, rehabilitation or demolition may be subject to the provisions of the Uniform
Relocation Act (UDA). Demolition or conversion of units with CDBG funds may trigger Section 104 (d) (also known as the
"Barney Frank Amendment" requirements.)
Cites�of Miami Bf1each
Office of HoCs a�5�7CSfnfAi ity Services
Annual Federal Entitlement Funds Application- February 2020
Gy Beach/
Office of HouPs a►STgtn!rTUi Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services ( 8 of 12)
HUD Income Limits,pending HUD updating:
2019 ADJUSTED HOME INCOME LIMITS
1-Person 2-Person 3-Person 4 -Person 5 -Person 6-Person 7 -Person 8-Person
30% $17,800 $20,350 $22,900 $25,400 $27,450 $29,500 $31,500 $33,550
Limits
Very Low $29,650 $33,900 $38,150 $42,350 $45,750 $49,150 $52,550 $55,950
Income
60% $35,580 $40,680 $45,780 $50,820 $54,900 $58,980 $63,060 $67,140
Limits
Low $47,450 $54,200 $61,000 $67,750 $73,200 $78,600 $84,050 $89,450
Income
Change Orders/Budget Amendments
The goal should be to limit the use of Change Orders or Budget Amendments.Change Orders and Budget Amendments
require prior written approval by the City Manager.
To request a Change Order or Budget Amendment,a written request for changes must be submitted to your Grant Monitor
delineating the changes and providing a detailed justification for making the request.Approvals of any changes are at the
sole discretion of the City Manager.
No budget amendment will be processed for Capital Projects Budgets after eighty(80) percent of the available funds have
been drawn.
Budget amendments or Change Orders that deviate from the original scope will be rejected and the funds in question may be
subject to recapture at the sole discretion of the City Manager.
Compliance with Local Rules,Regulations,Ordinances and Laws
The Sub-Recipient must remain in compliance with all local rules,regulations, ordinances and laws(including having an active
business license and the resolution of all Code Compliance and Building Department violations)in addition to those specified
in the body of the Agreement. In addition,the Sub-Recipient must not owe any monies to the City at the time of Agreement
execution or final release of grant funds.The City will verify with the Finance Department to ensure that no monies are due
the City prior to Agreement execution.
Furthermore,the Sub-Recipient must not have any outstanding and/or open Code Compliance or Building Department
violations at the time of the Agreement's execution.Any pending issues must be disclosed.Those violations which are open
at the time of the Agreement's execution and are expected to remain open for the foreseeable future require the submission
and approval of a remediation plan submitted to the City.
Cityy of MiamicBeach/
Office of HouPs an�'Cg ral ity Services
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City of Miami Beach
Office of HouPs aARgtn ki ity Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services ( 9 of 12)
Employee/Contractor File Review
The following documentation must be included in the Sub-Recipient's employee/contractor file for those
employees/contractors providing services under this contract.
The following must be included in the employee files:
• Employment Application
• Evidence of degree/credentials
•Job Description Signed by Employee
• Evidence of Required Experience
• Florida Background Criminal Screening, if applicable
• National FBI Background Criminal Screening(Level 2), if applicable
•Affidavit of Good Moral Character,if applicable
• Proof of Knowledge of Policies&Procedures,if applicable
• 1-9 Verification on File
The City reserves the right to inspect those employee/contractor files whose salaries are funded in part or in whole by its
funds.
Evaluation
In its continuing effort to ensure contract compliance and performance, the City will evaluate the Sub-Recipient in its
fulfillment of the terms of this agreement including, but not limited to,the following measures:
•Agreement compliance
• Leverage and fiscal soundness
• Accuracy and timeliness of Monthly Progress Reports
• Accuracy and timeliness of Monthly Financial Reports
• Adherence to project timelines
• Fulfillment of prescribed outcomes
Fiscal Stability
The Sub-Recipient is required to maintain fiscal stability throughout the terms of this Agreement. This is to ensure the Sub-
Recipient's ability to fulfill the terms of this Agreement and meeting of the National Objective.
For affordable housing developers, fiscal stability policies are encouraged in anticipation of additional HUD guidance
regarding fiscal oversight for rental projects. More so, as projects have extended lives, fiscal stability underscores the long-
term viability of the housing units. Organizations must not operate at a deficit at the time of application.
Leverage
For HOME-funded projects, the Sub-Recipient must demonstrate the commitment of other sources of funds committed to
the City-funded project.Furthermore,all other identified funds must be in place prior to the use of HOME funds.
The documentation that demonstrates this fiscal leverage is the Subsidy Layering Review and underwriting.
ciptofe y
Office of Hous a*��8h, Ur9tServices
Annual Federal Entitlement Funds Application-February 2020
COof MiamiiaBBea�ch
Office of Hous arld2CgFnt tl ity Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services ( 10 of 12)
Monitoring&Performance Reviews
The City reserves the right to inspect, monitor and/or audit the Sub-Recipient to ensure contractual compliance. This
includes,but is not limited to:
• Review of on-site service delivery
• Inspection and review of client, budgetary and employee files (for those employees providing services under this
Agreement)
Monitoring visits will take place within 120 days of the commencement of services. The City will notify the Sub-Recipient a
minimum of three (3) business days prior to a monitoring visit.
Performance Ratings
The Sub-Recipient agrees that its Performance Rating,the score awarded for performance on the following measures, will be
posted on the City's website on an annual basis:
•Timely and accurate submission of Monthly Progress Report
•Timely and accurate submissions of Monthly Financial Reports(reimbursement requests)
• Delivery of contracted service units
Ratings will be given for each performance measure based on the following:
Performance Measure Rating Rationale & Score
Timely and accurate submission of > "0" for failing to submit on time
Monthly Progress Report __ D. "25"for submitting on time •
Timely and accurate submissions of > "0" for failing to submit accurate report I
Monthly Financial Report (reimbursement with back-up material on time
requests) > "25" for submitting accurate report on
_ time
j Delivery of contracted service units within Possible score of 0 to 50 based upon
contracted timeframe completion of projected service units.
Score is pro-rated if total projected
service units are not met.
Proformas —
Capital projects must submit certified monthly proformas that indicate project funding sources and correlating uses.
Proformas must be certified by the preparing party as well as the agency's signatory as reflected within this Agreement.
Reporting Requirements
Cuy�o�Miami
�dlgril if ty
Office of Hous a u i Services
Annual Federal Entitlement Funds Application-February 2020
The Contractor will provide the City with a Monthly Progress Report and Monthly Financial Report by the 10th of the
following month. In the event that the 10th of the month lands on a Saturday,Sunday or holiday,the report must be
Cityy of Miagmi Beach/
Office of HouPsRra i C�rnhiilty Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services ( 11 of 12)
Monthly reports will be submitted via any of the following methods:
• Standard mail
• Hand delivery
Monthly reports will not be considered acceptable unless the following is met:
• Forms are completely and accurately filled
• Necessary back-up materials are included(evidence of expense incurred, invoices,time logs, executed AIA Forms, etc.)
• Reports bear the signature of the person preparing the report and the Sub-Recipient's authorized signatory
Monthly Progress Reports should encapsulate a project's progress in alignment with the funds expended.
Rent Roll Submissions
Sub-Recipients using City funds for the creation or rehabilitation of affordable housing must submit tenant rent rolls within
thirty(30) days of meeting the National Objective and every year thereafter for a minimum of fifteen(15)years in adherence
with the affordability period required with use of these funds. For completed projects, certified tenant rolls must be
submitted annually by November 1st. Tenant rolls must be certified by the Sub-Recipient Agency's authorized signatory.
Those projects with a longer affordability period require annual tenant rolls for the period of affordability established in the
City's Restrictive Covenant and/or mortgage. These tenant rolls must be submitted by November 1st of each year of
affordability.Tenant rolls must be certified by the Sub-Recipient Agency's authorized signatory.
Retainage
All capital projects utilizing HUD funds are subject to a ten (10) percent retainage that will not be released until the National
Objective is met. Retainage will be held as appropriate from all submitted reimbursement requests.
Subsidy Layering Review
All affordable housing projects using CDBG/HOME funds require the completion of an independent Subsidy Layering Review
and underwriting.These reviews must be completed prior to the project being submitted via HUD's IDIS system and precedes
the incurrence of any related funds. Therefore, no capital projects will be deemed eligible for reimbursement until the
Subsidy Layering Review and underwriting have been received and accepted by the City.
The expense for the Subsidy Layering Review and underwriting services are eligible for reimbursement if the project proceeds
but is not eligible for reimbursement otherwise.
City of Miami�iaBeach/
Office of HouFsar�dgtni( +ty Services
Annual Federal Entitlement Funds Application-February 2020
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Office of Hous a i Services
Annual Federal Entitlement Funds Application-February 2020
Contractual Scope of Services ( 12 of 12)
Timeliness of Reimbursement Requests
Reimbursement requests must be submitted no later than sixty (60) days from the incurrence of the expense.The City will
strictly monitor this element. Please note that cancelled checks must be submitted in conjunction with all reimbursement
requests. Therefore, the Sub-Recipient should calendar itself accordingly to ensure that reimbursement requests are
submitted to the City in a timely manner.
Training Requirements
The Sub-Recipient must ensure that the person responsible for preparing the Monthly Progress Report and Monthly Financial
Report attends the City's Sub-Recipient Reporting Training and places the attendance certificate in the employee's personnel
file for inspection by the City during its monitoring visit.
Additional Documentation
The following documentation must be submitted with this executed agreement:
•All required insurance certificates
•Copy of current audit
•Copy of required business licenses and permits
COof Miami Beach/
Office of Hous 7Cg a nit/ ty Services
Annual Federal Entitlement Funds Application-February 2020
Application Scoring (1 of 2)
Minimum requirements for application submission: Applicants submitting applications may be not-for-profit or for-profit
corporations or partnerships. Applicants requesting affordable housing acquisition and/or rehabilitation funds must have a
minimum of five (5) years of experience in the acquisition and rehabilitation of owner-occupied affordable housing and/or
first-time homebuyer programs.
Selection criteria will include, but is not limited to:
1.Abilityto provide strong construction management practices and to provide first quality materials, including landscaping if
applicable
2. Ability to perform all applicant selection and income certification processes in accordance with local, state, and federal
regulations
3.Ability to comply with the City's reporting requirements
4.Total project cost
5.Total number of units
6.Leveraging
7.Ability to conform to the City's plan for spatial de-concentration
8.Ability to provide homeowners with HUD-Certified Homeownership Counseling
9.Ability to provide individualized training to homebuyers on issues such as home maintenance and budgeting
10. Ability to demonstrate that the organization participates in the Welfare Transition Program
The Office of Housing and Community Development will review all responses to the RFP to ensure compliance with the
requirements of the RFP as well as under applicable Florida Statutes, Resolutions and the Consolidated Plan. All eligible
affordable housing applications will be submitted to the City's Affordable Housing Advisory Committee and reviewed with
HOME submissions. All applications for funding will be reviewed by the Affordable Housing Advisory Committee Committee
in accordance with the criteria as outlined in the RFP.
Sections within the RFP are weighted and their respective values are noted below:
Section/Tab Maximum Points
Project Overview 20
Project Impact 20
Applicant Experience 25
Project Budget 20
Sources&Uses 5
Priority Alignment 5
MAXIMUM POSSIBLE SCORE 95
Cik of Miami Beach/
Office of HoMPARgalr9ty
Services
Annual Federal Entitlement Funds Application-February 2020
Application Scoring (2 of 2)
Applicant Information
Information provided must be complete and accurate and include the required attachments.
Project Overview
This section provides overall summary of the project from an objective and fiscal context. Please ensure to be succinct but
clear about your proposed project as well as indicate the community-based partners who will help you achieve your
proposal. Make sure to complete the Objective,Outcome and Activity Code section. Double-check for accuracy.
Project Impact
This is the section that most describes the viability, impact, purpose and overall leverage for your project within a holistic
context. In this section, please ensure to provide operational details for your project including specific beneficiaries,eligibility
criteria, timelines, progress measures and outcome measures. If your project creates secondary benefits, i.e. creates new
jobs or sustainable services for an area, provide such detail.
Applicant Experience
This section provides the applicant an opportunity to sell themselves as worthy recipients of public resources. Be specific in
providing achievements,success stories, experience and expertise.
Project Budget
The project budget must be sound, practical, achievable and sustainable.Your budget should provide the fiscal perspective of
what was described in your project Overview and Project Impact sections.All expenses must be tied to the direct delivery of
services.The cap on administrative costs is 5%.A 2:1 cash match is required.
Sources&Uses
This section serves to detail the Project Budget section by assigning costs to specific funding sources.Assignments should
comply with funding source guidelines.All other funds must be secured before receipt of CDBG/HOME funds.
Cost Allocation Plan
If your budget includes personnel,you must provide cost allocation plan.
Priority Alignment
This section enables the applicant to identify the proposed project's alignment to the City's Strategic Plan. For more
information about the City's Strategic Plan,visit www.miamibeachfl.gov
City of MiamigBBea�ch
Office of Hotis aftd'Cgtnh'ftlty Services
Annual Federal Entitlement Funds Application-February 2020
HUD FY 2019 Income Tables for the City of Miami Beach
2019 ADJUSTED HOME INCOME LIMITS
1-Person 2-Person 3-Person 4-Person 5 -Person Person 7 -Person 8-Person
30% Limits $17,800 $20,350 $22,900 $25,400 $27,450 $29,500 $31,500 $33,550
Very Low $29,650 $33,900 $38,150 $42,350 $45,750 $49,150 $52,550 $55,950
Income
60% Limits $35,580 $40,680 $45,780 $50,820 $54,900 $58,980 $63,060 $67,140
Low $47,450 $54,200 $61,000 $67,750 $73,200 $78,600 $84,050 $89,450
Income
Ct7sOrf �84gtn ii�y
Office of Hous a t Services
Annual Federal Entitlement Funds Application-February 2020
City of Miami Beach Census Tracts (1 of 2)
M1-417- r N .
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12 86 39.06 Upper $50,065 $49,900 7.77 374.27 $187,381 $186,761 $170,417
12 86 39.09 Moderate $50,065 $49,900 30.46 52.1 $26,087 $25,998 $37,629
12 86 39.11 Middle $50,065 $49,900 15.95 91.57 $45,846 $45,693 $30,156
12 86 39.12 Middle $50,065 $49,900 10.81 84.23 $42,171 $42,031 $41,292
12 86 39.13 Moderate $50,065 $49,900 18.48 67.67 $33,882 $33,767 $32,707
12 86 39.14 Middle $50,065 $49,900 8.85 86.55 $43,333 $43,188 $38,495
12 86 39.15 Moderate $50,065 $49,900 18.95 71.92 $36,008 $35,888 $29,710
12 86 39.16 Middle $50,065 $49,900 24.33 80.41 $40,260 $40,125 $31,937
12 86 39.17 Upper $50,065 $49,900 6.71 124.38 $62,273 $62,066 $47,675
12 86 39.18 Middle $50,065 $49,900 15.46 113.23 $56,693 $56,502 $55,833
12 86 39.19 Upper $50,065 $49,900 8.11 222.11 $111,204 $110,833 $79,185
12 86 39.21 Middle $50,065 $49,900 10.61 116.45 $58,301 $58,109 $38,412
12 86 39.22 Upper $50,065 $49,900 3.24 195.5 $97,880 $97,555 $121,103
12 86 40 Upper $50,065 $49,900 10.11 208.77 $104,522 $104,176 $89,609
12 86 41.02 Upper $50,065 $49,900 5.49 273.98 $137,171 $136,716 $90,694
12 86 41.03 Middle $50,065 $49,900 20.86 83.99 $42,050 $41,911 $39,075
12 86 41.05 Upper $50,065 $49,900 10.26 191.67 $95,962 $95,643 $85,217
12 86 41.06 Upper $50,065 $49,900 2.43 165.74 $82,981 $82,704 $84,567
12 86 42.03 Middle $50,065 $49,900 13.92 84.88 $42,500 $42,355 $42,159
12 86 42.04 Moderate $50,065 $49,900 14.72 69.8 $34,946 $34,830 $34,951
12 86 42.05 Middle $50,065 $49,900 20.19 96.93 $48,533 $48,368 $40,866
12 86 42.06 Middle $50,065 $49,900 28.05 89.77 $44,944 $44,795 $48,088
12 86 43.01 Upper $50,065 $49,900 7.99 204.99 $102,632 $102,290 $52,475
12 86 43.03 Middle $50,065 $49,900 17.97 81.03 $40,571 $40,434 $41,477
12 86 43.04 Moderate $50,065 $49,900 19.96 77.07 $38,589 $38,458 $51,941
12 86 44.03 Upper $50,065 $49,900 22.53 124.21 $62,188 $61,981 $28,407
12 86 44.04 Low $50,065 $49,900 36.93 30.98 $15,515 $15,459 $15,488
12 86 44.06 Middle $50,065 $49,900 12.99 88.13 $44,125 $43,977 $43,638
12 86 45 Upper $50,065 $49,900 20.24 253.42 $126,875 $126,457 $76,056
Cityp�of Miami Beache
Office of HousRPAH dirirPtirlity Services
Annual Federal Entitlement Funds Application-February 2020
City of Miami Beach Census Tracts (2 of 2)
c.
t. . _
yt
2699 32.6 688 934 1819 880 4 20 29 793 34
1584 72.85 282 841 430 1154 0 16 92 1027 19
4106 79.08 923 1764 859 3247 12 37 141 2992 65
4237 77.13 1083 1622 969 3268 2 76 269 2875 46
4298 80.22 1080 2019 850 3448 9 51 142 3198 48
3812 73.85 746 1980 997 2815 5 37 107 2619 47
4953 76.9 1115 2216 1144 3809 5 54 143 3545 62
3790 73.14 959 1536 1018 2772 2 65 210 2433 62
4382 70.79 1160 2108 1280 3102 4 140 205 2661 92
2755 66.21 505 1034 931 1824 2 149 150 1478 45
2991 51.12 684 1293 1462 1529 2 36 39 1397 55
2612 67.69 671 1504 844 1768 0 40 42 1653 33
1932 62.01 530 1031 734 1198 1 27 18 1134 18
5062 32.87 1171 2081 3398 1664 4 142 92 1381 45
3127 34.86 665 1575 2037 1090 2 51 46 946 45
2733 69.15 226 1460 843 1890 2 45 88 1722 33
2930 54.61 720 1562 1330 1600 3 52 65 1446 34
3152 33.19 652 1545 2106 1046 0 63 54 894 35
4825 47.59 716 2491 2529 2296 6 142 171 1860 117
2158 65.11 380 1267 753 1405 4 42 75 1246 38
2625 56.84 351 1421 1133 1492 5 64 69 1323 31
1836 66.18 362 1050 621 1215 0 39 63 1086 27
2389 50.73 444 1576 1177 1212 3 57 62 1035 55
2436 63.1 469 1632 899 1537 6 61 104 1324 42
2327 57.63 389 1413 986 1341 3 46 53 1204 35
2944 65.52 281 1665 1015 1929 4 62 193 1613 57
2014 61.62 375 1375 773 1241 2 26 36 1148 29
2978 51.88 357 1761 1433 1545 8 95 95 1293 54
4302 40.19 717 2051 2573 1729 0 104 92 1465 68
City Q� Stn lr 1 y
Office of Hous art itServices
Annual Federal Entitlement Funds Application-February 2020
City of Miami Beach Census Mao (1 of 11
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with Block Groups
Ciy of Miami BeachZ.
Office of Hoo-s5tPa'AIStrilrYtir?ity Services
Annual Federal Entitlement Funds Application-February 2020
Uniform Relocation Assistance (URA)
If a project proposed in response to this RFP includes the purchase of a building or an offer to purchase a building which is
occupied, the tenants are entitled to the benefits provided by the Uniform Relocation Assistance and Real Property
Acquisition Policies Act of 1970 (URA). The following information is provided to assist the applicant in complying with the
URA.
1. URA preparation needs to start early. A URA notice needs to be given to the Seller when the purchase offer/option is
made.
2. HUD and the City of Miami Beach care about this. Developers who are working on HUD-funded projects need to
understand that the URA is basic consumer legislation that addresses "fairness" issues. Tenants whose living circumstances
are changed by a project-either by higher rents or involuntary moves-must be protected and compensated.
3. The relocation rules are not all one-sided. There are actions that can be taken to control costs and prevent
displacement. These actions include informing tenants about the project, treating them fairly during the process, staging
work if it is feasible, and keeping their rents affordable. Tenants must continue to pay rent and comply with the lease during
the process.
4. Mistakes can be costly. Planning for relocation and tenant concerns is critical because grantees, owners and developers
can all take actions which can incur a financial liability. Displaced tenants are entitled to 42 or 60 months of rental
assistance, depending on their situation. Many claims exceed $10,000. Although some claims are unavoidable, there is no
reason to incur costs for failing to follow the rules.
5. Planning is critical. Relocation concerns must be thought out early in the process so decisions about rents, construction
timing and project feasibility can be considered before they are a crisis.
6. Cooperation is essential. All parties involved in the project must do the right thing in order to make the process work.
The Developer and the City must work together.
7. There are three basic requirements for tenants in rental rehabilitation projects. Tenants must be given timely
information about the pending application. If the project is approved,they must be advised of any changes that will occur to
their situation. If they are not advised -and move-they could claim that they were displaced even if that was not intended
and could be eligible for considerable financial compensation. If they must be displaced, tenants must be offered a
comparable replacement unit (as defined by HUD). Moving expenses must be paid. No one can be required to move
without 90 days notice. Tenants who will stay in the property after work is completed must be offered a suitable unit that is
affordable to them.
City of Miami
Office of Housa ty Services
Annual Federal Entitlement Funds Application-February 2020
Applicant Information
Applicant Name:
Applicant Address:
Telephone Number: Fax Number:
Executive Director: E-Mail Address:
Contact Person: E-Mail Address:
Board Secretary: E-Mail Address:
Employer Identification Number: Corporate Status:
Is applicant a CHDO for the City of Miami Beach: Submission Code:
gyp_ ,-..= vli-- �,!t - - '.5 - �'[r
�?r: �-. .. ... ._. / .f..:..-.—.,t,.G:S'4•.'.'I.�.4.:.••.C'y..;::'_.�.-• -- - .�4� _ �!r�=' _ r.AZle.•SS• �i-CT�.Ri�y .t<��.5�
',-s.';r..:�..• :,w��....-�,Ti� ..:�:,.9. s ...tet: .al...._ ..€. ..':� z= .. ., ._... . � =cis_ +. �:�. _ .`-;��".i,. `�+'.��y3,:=C,=.:
Applicant's Articles of Incorporation
Internal Revenue Services(IRS) Designation Letter f
Current Board of Director's Membership with Professional Affiliations i
Proposed Project Summary
Project Category:
National Objectives:
#of Project Beneficiaries:
Project Budget: $ - Agency Budget: $ -
Amount of Secured Funding: $ -
Amount of Funding Requested from City: $
.ham"•-f j -_ ,4�4y--.L.-_, / ;x _l ,— ) -.^ szi fy,•r3++'• _ ,rz R_ .: - r-> V
For Affordable Housing Projects Only:Subsidy Layering Review completed within past sixty(60)days
Applicant Certification
On behalf of the applicant organization, we certify that all of the information contained in this application is true and
accurate. We further understand that the material omission or inclusion of false information contained in this application
constitutes grounds for disqualification of the application and Applicant. We further understand that by submitting an
application,we,as the authorized representatives for the organization, are accepting the terms and conditions as they
Signature of Preparing Party/Date Signature of Authorizing Party/Date
Name/Title: Name/Title:
City of Miami Beach Use Only
Project Funding Level: #DIV/O! Cost P/Unit: #DIV/Ol
City Funding Level: #DIV/OI Project Outlook: #DIV/0l
SCORE RANGE FOR SECTION 5 Points
City iami Beacht
QD gfn rYd y
Office of Hous a t Services
Annual Federal Entitlement Funds Application-February 2020
Submission Checklist
Please verify that the following has been completed and submitted by the submission deadline as noted:
Item/Attachment Status
Applicant Info(rmation)(Signatures Needed)-Required
Submission Checklist(Signatures Needed)-Required
Project Overview-Required
National Objective-Required
Project Impact-Required
Applicant Experience-Required
Project Budget-Required
Sources&Uses(Signatures Needed)-Required
Priority Alignment-Required
Affidavit 1(Signatures Needed)-Required
Affidavit 2(Signatures Needed)-Required
Affidavit 3(Signatures Needed)-Required
Certification 1(Signatures Needed)-Required
Applicant's Articles of Incorporation-Required
Applicant's Internal Revenue Services Designation Letter -Required
Latest Financial Statements for Organization-Required
Current Board of Director's with Professional Affiliations-Required
For Capital Projects Only: Physical Needs Assessment-Required
Applicant Agency's Last Two Annual Audits including Management Letters-Required
Evidence of Matching Funds/Leverage-Required
Subsidy Layering Review-Required
Project Renderings-Optional
Building Permits,if obtained-Optional
Property Appraisal-Optional
Audits
Signature of Preparing Party/Date Signature of Authorizing Party/Date
Name/Title: Name/Title:
Cit,y of Miami Beach/
Office of Hous5i ear�K8fnlAu ity Services
Annual Federal Entitlement Funds Application-February 2020
Project Overview
Applicant: 0
Project Synopsis
In the space below,provide a brief synopsis of your proposed project including current status, location,scope and beneficiaries.
Project Measures
Objective: Outcomes:
Activity Code:
Project Partners
Please list the entities providing cash,financing and other support to proposed project.
Entity Support Type Support Value
$
$
$
$
$
$
$
Total Value of Project Investment $ -
City of Miami Beach Use Only •
Fiscal Check: #DIV/Oi
SCORE RANGE FOR SECTION 20 Points
City of Miami Beach/
Office of HogrAgeaAg7C8failAity Services
Annual Federal Entitlement Funds Application-February 2020
Project Impact ( 1 of 2)
Applicant: 0
In the space below,answer the following questions and provide any additional information regarding the project's impact:
1. Describe the scope of your proposed project including a summary of planned service goals including beneficiaries.
2. Describe the impact of your project on the immediate neighborhood and possible jobs created(temporary and permanent).
SCORE RANGE FOR SECTION 10 Points
City of Miami Beach/
Office of HouNear� Q8 T t ity Services
Application for Recaptured Federal Funds-February 2020
Applicant Experience (1 of 2)
Applicant: 0
In the space below, answer the following questions and provide any additional information regarding applicant experience.
1. Describe applicant experience in providing the service proposed,including specific timelines and locations.
2. Provide specific examples of successful projects.
SCORE RANGE FOR SECTION 10 Points
City of Miami Beach/
Office of HouDnge%8M111Aity Services
Application for Recaptured Federal Funds-February 2020
Applicant Experience (2 of 2)
Applicant: 0
In the space below, answer the following questions and provide any additional information regarding applicant experience,
1. Fiscal capacity to successfully complete the proposed project including previous receipt of HUD funds. Provide specific exan
SCORE RANGE FOR SECTION 15 Points
City of Miami Beach/
Office of Houtil eaNeetalAity Services
Annual Federal Entitlement Funds Application-February 2020
Project Budget
Applicant: 0
Line Item Category/Cost Category Confirmed Receipt Pending Receipt City Request Line Total
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ _
$ - $ - $ - $
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
Project Totals $ - $ - $ - $ -
In the space below,please provide detail for any line item with "other"in category title.
Signature of Preparing Party/Date Signature of Authorizing Party/Date
Name/Title: Name/Title:
SCORE RANGE FOR SECTION 20 Points
City of Miami Beach/
Page 4Cdfff e1P dousing and Community Services
Annual Federal Entitlement Funds Application-February 2020
Sources & Uses of Project Funds
Applicant: 0
Funding Source#1 Funding Source#2 Funding Source#3 Funding Source#4 Funding Source#5
Line Item Category/Cost Category Insert Source Here Insert Source Here Insert Source Here Insert Source Here Insert Source Here
$ - $ - $ - $ - $
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
S - $ - $ - $ - $ -
$ - $ - $ - $ - $
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $
$ - $ - $ - $ - $
$ - $ - $ - $ - $
$ - $ - $ - $ - $
$ - $ - $ - $ - $
$ - $ - $ - $ - $ -
Project Totals $ - $ - $ - $ - $ - I
Please use next page if necessary.
Signature of Preparing Party/Date Signature of Authorizing Party/Date
Name/Title: Name/Title:
SCORE RANGE FOR SECTION 5 Points
City of Miami Beach/
Page 4 CIPPlousing and Community Services
Annual Federal Entitlement Funds Application-February 2020
Sources & Uses (Use Only if Necessary)
Applicant: 0
Funding Source#6 Funding Source#7 Funding Source#8 Funding Source#9 Funding Source#10
Line Item Category/Cost Category Insert Source Here Insert Source Here Insert Source Here Insert Source Here Insert Source Here
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
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$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
$ - $ - $ - $ - $ -
Project Totals $ - $ - $ - $ - $ -
City of Miami Beach/
Page 4fRe1g�Plousing and Community Services
Annual Federal Entitlement Funds Application- February 2020
Operating Budget Overview
Please provide information regarding the operating budget for the project once completed and operational.
OPERATING INCOME MONTHLY VALUE ANNUAL VALUE
_ $ - $-
#of Units - X Rent Value $ $
Gross Rent $ - $ -
$ - $
$
Vacancy Allowance (Amount may not exceed 10%) $ -
Other Income Describe:
OPERATING EXPENSES MONTHLY VALUE ANNUAL VALUE
Management Fee Assign fixed monthly value $ -
Additional Admin Costs (This may include legal,accounting,advertising,etc.) $ -
Monthly Maintenance $ -
Extermination If less than monthly,pro-rate $ -
Landscaping If less than monthly,pro-rate $ -
Waste/Trash Removal $ -
Property Insurance $ -
Real Estate Taxes Provide estimated value, if applicable $ -
Other: Specify in next cell $ -
Other: Specify in next cell $ -
Other:Specify in next cell $ -
Other: Specify in next cell $ -
Other:Specify in next cell $ -
DEBT SERVICE MONTHLY VALUE ANNUAL VALUE
Mortgage:Insert Bank in Next Cell $ -
Mortgage: Insert Bank in Next Cell $ -
Other:Specify in Next Cell $ -
Other:Specify in Next Cell $ -
Other:Specify in Next Cell $ -
ADDITIONAL COSTS MONTHLY VALUE ANNUAL VALUE
$ -
$
$
$
INCOME COSTS
MONTHLY PROJECT OPERATING COSTS $ - $ ' -
City of Miami Beach/
Housing aDlrti di Q ervices
Annual Federal Entitlement Funds Application-February 2020
Priority Alignment
Funding Category:
Project Location:
Beneficiaries(List All):
The City of Miami Beach has achieved a great deal by staying focused on its mission,vision and strategic priorities.
By using performance measurements to gauge how well it is managing resources and delivering services,the City
has areas that have seen significant improvements since its plan was chartered.
As a recipient of public resources, please indicate below how your project aligns with the City's Strategic Plan.At a
minimum, you must select one Key Intended Outcome (KIO) that your project will address. Extra points will be
awarded for your ability to address additional KIOs.
Please note that awarded projects will be required to measure and report their progress on meeting identified KIO
goals.
Primary KIO Proposed Project Will Address:
Secondary KIO Proposed Project Will Address:
Tertiary KIO Proposed Project Will Address:
In the space provided below, please describe the measures you will use to quantify your impact on the selected
KIOs above. Please note that all measures must be numerical in nature, i.e., the number of units developed, the
number of tenants served,etc.
SCORE RANGE FOR SECTION 5 Points
City of Miami Beach/
Office of HoukiBnrA0814ity Services
Annual Federal Entitlement Funds Application - February 2020
Acknowledgement of Application Submission
Applicant: 0
As the duly authorized signatory and preparer, respectively, for the agency listed above, we have read the City of Miami
Beach Request For Proposals for Annual Federal Entitlement Funds and agree to the terms, specific limitations, and
conditions expressed herein. In addition,we have read, relied upon,acknowledge,and accept the City's Disclosure Disclaimer
as attached.
Further, if our proposed project includes the rehabilitation or construction of a residential building that is currently occupied,
we hereby authorize the staff of the City of Miami Beach Office of Housing and Community Services to enter the premises
and interview residents. We realize that the purpose of the interviews is to determine the estimated amount of relocation
assistance that may be needed.
By signing below, the undersigned acknowledge that they have read and understand the Certifications attached hereto and
labeled as "Affidavits" and, if awarded CDBG and/or HOME funds, the Applicant will be able to comply fully with the
provisions of those certifications and will be able to comply with all additional applicable federal, state and local
requirements, including procurement and financial management. Applicant also acknowledges that, if a funding
recommendation is made for less than the full amount applied for, additional documentation including a revised budget,
scope of work and sources and uses may be requested prior to final finding determinations.
The City of Miami Beach reserves the right to verify that the authorized signatures above are authorized to bind the Applicant
and may require Applicant to submit documentation verifying such authority.
Signature of Preparing Party/Date Signature of Authorizing Party/Date
Name/Title: Name/Title:
City of Miami Beach/
Office of Houtifl eargg�8ta ity Services
Annual Federal Entitlement Funds Application-February 2020
Affidavit of Compliance with Federal, State and Local Regulations
Applicant: 0
The undersigned certify that the information in this application is true and correct.The undersigned further certify that they
are aware that if the City of Miami Beach finds that the applicant agency or undersigned have engaged in fraudulent actions
or intentionally misrepresented facts on this application, this application will be rejected and the applicant agency may be
unable to participate in any City-funded program for two (2)complete fiscal years.
If applying for HOME Investments Partnership Program/Community Development Block Grant funds, the applicant via the
undersigned certify that it has read, understands and agrees to comply with the provisions of 24 CFR 92, and all federal
regulations issued thereto by the United States Department of Housing and Urban Development(HUD).
The undersigned understand and agree to abide by the provisions of the applicable, federal, state and local regulations and
laws.
Signature of Preparing Party/Date Signature of Authorizing Party/Date
Name/Title: Name/Title:
Signature of Board Chair/Date Signature of Board Secretary/Date
Name/Title: Name/Title:
City of Miami Beach/
Office of HoukiNear�R7C8t ity Services
Annual Federal Entitlement Funds Application-February 2020
Disclosure and Disclaimer
Applicant: 0
This Request for Proposals (RFP) is being furnished to the applicant by the City of Miami Beach (City) for the applicant's
information and convenience. Any action taken by the City in response to applications made pursuant to this RFP or in
making any award or in failing or refusing to make any award pursuant to such applications, or in canceling awards, or in
withdrawing or canceling this RFP, either before or after issuance of an award(s),shall be without any liability on the part of .
the City. The contents of this RFP are neither warranted nor guaranteed by the City. Applicants interested in pursuing this
development opportunity are urged to make such evaluations as they deem advisable and to reach independent conclusions
concerning statements made in this RFP and any supplements thereto. The City reserves the right to reject any and all
applications for any reason,or for no reason,without any resultant liability to the City.
In its sole discretion, the City may withdraw the RFP either before or after receiving applications, may accept or reject
applications, and may accept applications which deviate from the RFP as it deems appropriate and in its best interest. In its
sole discretion, the City may determine the qualifications and acceptability of any party or parties submitting applications in
response to this RFP.
Following submission of an application, the applicant agrees to deliver such further details, information and assurances,
including financial and disclosure data, relating to the application and the applicant including the applicant's affiliates,
officers, directors, shareholders, partners and employees as requested by the City in its discretion.
The information contained herein is provided solely for the convenience of prospective housing development entities. It is
the responsibility of the applicant to assure itself that information contained herein is accurate and complete. The City does
not provide any assurances as to the accuracy of any information in this RFP.
Any reliance on these contents, or on any communications with City officials,shall be at the applicant's own risk. Prospective
applicants should rely exclusively on their own investigations,interpretations and analyses. The RFP is being provided by the
City without any warranty or representation, express or implied, as to its content, its accuracy, or its completeness. No
warranty or representation is made by the City or its agents that any application conforming to these requirements will be
selected for consideration,negotiation,or approval.
The City shall have no obligation or liability with respect to this RFP, the selection and the award process or whether any
award will be made. Any applicant to this RFP who responds hereto fully acknowledges all the provisions of this disclosure
and disclaimer, is totally relying on this disclosure and disclaimer, and agrees to be bound by the terms hereof. Any
applications submitted to the City or its advisors pursuant to this RFP are submitted at the sole risk and responsibility of the
party submitting such application.
This RFP is made subject to correction of errors, omissions, or withdrawal without notice. Information is for guidance only
and does not constitute all or any part of an agreement.
The City and all applicants will be bound only as, if and when an application, as same may be modified, and the applicable
definitive agreements pertaining thereto, are approved and executed by the parties, and then only pursuant to the terms of
the definitive agreements executed among the parties.
City of Miami Beach/
Office of Houlifiear�§Q$ ► aity Services
Annual Federal Entitlement Funds Application-February 2020
Disclosure and Disclaimer
Applicant: 0
Any response to this RFP may be accepted or rejected by the City for any reason, or for no reason, without any resultant
liability to the City.
The City is governed by the Government-in-the-Sunshine Law, and all applications and supporting documents shall be subject
to disclosure as required by such law. All documents received by the City shall become public records.
Applicants are expected to make all disclosures and declarations as requested in this RFP. By submission of an application,
the applicant acknowledges and agrees that the City has the right to make any inquiry or investigation it deems appropriate
to substantiate or supplement information contained in the application, and authorizes the release to the City of any and all
information sought in such inquiry or investigation. Each applicant certifies that the information contained in the application
is true,accurate and complete to the best of its knowledge and belief.
Notwithstanding the foregoing or anything contained in the RFP, all applicants agree that in the event of a final unappealable
judgment by a court of competent jurisdiction which imposes on the City any liability arising out of this RFP or any response
thereto or any action or inaction by the City with respect thereto, such liability shall be limited to$10,000.00 as agreed-upon
and liquidated damages. The previous sentence, however,shall not be construed to circumvent any of the other provisions
In the event of any differences in language between this disclosure and disclaimer and the balance of the RFP, it is
understood that the provisions of this disclosure and disclaimer shall always govern. The RFP and any disputes arising from
the RFP shall be governed by and construed in accordance with the laws of the State of Florida.
Signature of Preparing Party/Date Signature of Authorizing Party/Date
Name/Title: Name/Title:
Signature of Board Chair/Date Signature of Board Secretary/Date
Name/Title: Name/Title:
City of Miami Beach/
Office of HouEl �ar�O%8rAtity Services
Annual Federal Entitlement Funds Application- February 2019
Certification Regarding Lobbying Activities
Applicant: 0
The undersigned certifies,to the best of his or her knowledge and belief,that:
1. No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for
influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee
of Congress, or any employee of a Member of Congress in connection with the awarding of any Federal contract, the making
of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension,
continuation, renewal,amendment,or modification of any Federal contract,grant,loan,or cooperative agreement.
2. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or
attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress,or
any employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the
undersigned shall complete and submit Standard Form-LLL, "Disclosure Form to Report Lobbying", in accordance with its
instructions.
3.The undersigned shall require that the language of this certification be included in the award documents for all sub-awards
at all tiers (including sub-contracts, sub-grants, and contracts under grants, loans, and cooperative agreements) and that all
individuals receiving sub-awards shall certify and disclose accordingly.
Signature of Preparing Party/Date Signature of Authorizing Party/Date
Name/Title: Name/Title:
Signature of Board Chair/Date Signature of Board Secretary/ Date
Name/Title: Name/Title:
City of Miami Beach/
Housing gNitErgarliN§ervices