february | 2010 information session slide 1 miziwe biik development corporation gta aboriginal...
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February | 2010Information Session
Slide 1
Miziwe Biik Development CorporationGTA Aboriginal Housing Program
Request for Expressions of Interest (R-EOI)Information Session:Aboriginal Rental Program- GTATuesday, February 9, 20101:30 – 3:00 PM
February | 2010Information Session
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Agenda
• Background• Principles• Purpose• Program Requirements• Funding• Program Schedule• Key Program Dates• Application for Funding:
– Responding to the Request for Expressions of Interest (R-EOI)• Assistance with Proposal Submissions
February | 2010Information Session
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Background
• $13.4 million component of the larger $20 million GTA Aboriginal Housing Program
• Developed in partnership between MBDC, MMAH, and TWC Inc.• Builds on the findings, outcomes, and principles established
through the GTA Aboriginal Housing Consultation• Complements the other two components of GTA Aboriginal Housing
Program:– Aboriginal Downpayment Loan Program-GTA (launched August 24,
2009)– Aboriginal Home Repair Program-GTA (launched December 14, 2009)
• Approximately $3.7 million already budgeted for allocated under the Program
February | 2010Information Session
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Principles
• Program grounded on the Principles of GTA Aboriginal Housing Consultation, namely:– Aboriginal housing under Aboriginal control– Full and property accountability of public funds– Full transparency in the project/applicant selection process– Administrative efficiency
February | 2010Information Session
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Principles
• Application of Principles:– Program restricted to Aboriginal Service Providers (ASPs): Aboriginal
control– Mandatory conflict of interest attest statements and proponent
declaration statements to be completed by all Program applicants: Accountability
– At least one applicant reference from Aboriginal community: Accountability
– Booklet format for EOI response: Administrative efficiency– Predefined evaluation criteria and scoring of all EOI responses:
Transparency
February | 2010Information Session
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Purpose
• Create affordable rental accommodation under Aboriginal control• Off-set the capital cost associated with new development• Encourage development in areas well served by amenities, including
those specifically targeted to the Aboriginal community• Encourage diversity through the mix of affordable/market and
Aboriginal/non-Aboriginal units• Promote the more efficient utilization of the existing building stock
through adaptive reuse, acquisition and rehabilitation• Add/create affordable rental units for larger families
February | 2010Information Session
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Program Requirements
• Eligible proponents:– Non-profit Aboriginal organizations in which Aboriginal people are key
decision-makers (Board and Senior Management)– Partnerships between Aboriginal and non-Aboriginal groups with
Aboriginal partner retaining control:• Partners can be private-sector organizations• Partners need not be Aboriginal controlled
– Must have a permanent office already in the GTA– Must already be providing housing or other services to the Aboriginal
Community in the GTA
February | 2010Information Session
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Program Requirements (cont’d)
• Eligible development:– Projects must be built in the GTA– New construction– Conversion of a non-residential building to residential– Rehabilitation/renovation of existing vacant rental buildings– Acquisition of condominium units (single site or scattered) – Can take any form (apartment building, townhouse, stacked
townhouse)– Condominium registrations are permitted– Mixed projects are permitted (affordable/market, Aboriginal/non-
Aboriginal)– Mixed-use projects are permitted (commercial/institutional with
residential) if commercial/leased space is < 10% of gross floor area of building
February | 2010Information Session
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Program Requirements (cont’d)
• Projects NOT eligible for funding:– Nursing or retirement homes– Existing Social Housing developments (SHRA Regulated)– Shelters or crisis care facilities– Ownership housing– Stage 2/transitional housing– Housing built outside the GTA– Housing built on reserves in the GTA– Housing built on sites that would would require:
• An Official Plan Amendment• Substantial environmental remediation
February | 2010Information Session
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Program Requirements (cont’d)
• Unit and building design:– Units must be self-contained with private kitchen and bath– Units must meet minimum sizes as set out in the Ontario Building
Code, although larger is recommended (no maximums)– Units should target large and small families (followed by seniors and
singles)– Buildings should incorporate energy efficiency features– Building should incorporate accessibility features
February | 2010Information Session
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Program Requirements (cont’d)
• Eligible tenants:– Aboriginal households, including status or non-status Aboriginal
Canadians, First Nations, Métis, and Inuit peoples – Households living off-reserve and in the GTA, and who are on, or
eligible to be on, an existing social housing waiting list– Households paying a minimum of 20% of their income on rent (at time
of occupancy)
February | 2010Information Session
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Program Requirements (cont’d)
• Rents:– Must not exceed 75% of Average Market Rent (AMR) by unit type and
municipality– Individual units can rent at < 75% AMR– Must remain affordable for a minimum of 20 years– Must include utilities– Future rent increases governed by Residential Tenancies Act
• Equity contribution:– Varies based on proponents:
• 0% required for non-profit ASPs• 5% for partnerships
• Construction or mortgage financing may also be required:– Must be secured prior to allocation of Program funding
February | 2010Information Session
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Funding
• Form of funding available:– Grants of up to $10,000 for proposal development– Forgivable capital loans for project construction
• Grants (Aboriginal Rental Proposal Development Funding):– Only awarded to short-listed proponent under R-EOI– Only flowed after signing of Agreement– Funding reimbursed to proponents as expenses incurred– May only be used for proposal development expenses under Request for
Proposals (RPF)– Can be stacked with CMHC Seed Funding
February | 2010Information Session
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Funding (cont’d)
• Forgivable capital loans:– Awarded to proponents successfully chosen under RFP – Forgivable after 20 year affordability period– Only provided for affordable, Aboriginal units– Must enable proponents to maintain rent levels at 75% of AMR (or less)– Can be ‘stacked’, when allowed by funding agency
• Loan amounts vary based on unit size:– Bachelor units: $110,000/unit – 1 bedroom units: $120,00/unit– 2 + bedroom units: $150,000/unit
• Total funding request to MBDC must not exceed $4.4 million
February | 2010Information Session
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Funding (cont’d)
• No geographic pre-allocation of grant or capital funding between GTA municipalities
• No funding available for ongoing operating costs• Flow of funding:
– No funding flowed until proponents sign Aboriginal Rental Contribution Agreement (ARCA) and Mortgage Agreement (MA)
– No funding flowed until proponents secure conventional construction/mortgage financing (if required)
– No funding flowed until proponents provide clear Phase 1 and, if required, Phase 2 Environmental Site Assessment (ESA)
– Allocated in accordance with Flow of Funding Schedule
February | 2010Information Session
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Funding (cont’d)
• Flow of funding schedule – proponents without land– “Preconstruction Funding” up to 25% of total allocation subject to:
• Up to 75% of purchase price of land • Up to $150,000 in three equal installments of up to $50,000 for soft costs
– “Development Funding” up to 90% (cumulative) of total allocation:• 25% of loan available upon receipt of Building Permit• 25% of loan available upon completion of structural framing• 15% of loan available upon receipt of Occupancy Permit
– “Hold-back Funding” of final 10% of total allocation• Final 10% of total allocation released in accordance with Construction Lien
Act
February | 2010Information Session
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Funding (cont’d)
• Flow of funding schedule – proponents with land– “Preconstruction Funding” of up to 25% of total allocation– “Development Funding” of up to 90% (cumulative) of total allocation:
• 25% of loan available upon receipt of Building Permit• 25% of loan available upon completion of structural framing• 15% of loan available upon receipt of Occupancy Permit
– “Hold-back Funding” of final 10% of total allocation• Final 10% of total allocation released in accordance with Construction Lien
Act
February | 2010Information Session
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Program Schedule
• MBDC issues R-EOI• Applicants respond to R-EOI using forms provided• Submissions pre-screened by staff team for eligibility:
- Ineligible applicants directed to Fairness Advisor (if requested)• Submissions scored by PRC using forms provided:
- Minimum 60% passing score • Recommendations to MBDC Board of Directors for approval• Short-listed applicants issued proposal development funding
February | 2010Information Session
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Program Schedule (cont’d)
• MBDC issues Request for Proposal (RFP) to short-listed applicants*
• Applicants respond to RFP• Proposals pre-screened by staff team for eligibility
- Ineligible applicants directed to Fairness Advisor (if requested) • Proposals scored by PRC using forms provided:
- Minimum 70% passing score
• Recommendations to MBDC Board of Directors for approval• Staff issue Conditional Allocation Letters and Agreements to
successful proponents
* MBDC may invite short-listed proponents to submit detailed project proposals instead of issuing a separate RFP
February | 2010Information Session
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Key Program Dates
• Issue R-EOI: Feb. 1, 2010• R-EOI Information Session: Feb. 9, 2010• Deadline for submission of questions on R-EOI: Feb. 11, 2010• Posting of responses to question on MBDC website: Feb. 17, 2010• Close R-EOI: Feb. 26, 2010• Notice of short-listed submissions to R-EOI: March 23, 2010• Posting of results of R-EOI on MBDC website: March 26, 2010• Award Aboriginal Rental PDF: April 1, 2010• Issue RFP: April 8, 2010• RFP Information Session: April 15, 2010• Close of RFP: May 13, 2010• Announcement of Program funding decisions: May 20, 2010
February | 2010Information Session
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Application for Funding: Responding to the R-EOI
February | 2010Information Session
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Application for Funding: R-EOI (cont’d)
• Application structured in ‘booklet’ format• No written submission other than the Forms provided• Failure to provide requested information and/or submitting non-
requested information may result in disqualification• “Project Summary Form” (Appendix A) must be first page of
submission:– Used to determine eligibility– Establish proponent profile
• “Project Submission Form” (Appendix B) used for evaluation and scoring purposes
• Reference Forms (Appendix C) must be completed and signed by references, not proponent
• Additional Forms to be completed and signed as per instructions
February | 2010Information Session
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Application for Funding: R-EOI (cont’d)
• Proponents required to complete and submit one (1) original EOI submission package
• Faxed or emailed copies will not be accepted• Late submissions will not be considered and will be returned
unopened• Question on the R-EOI will only be accepted by email to the attention
of the GTA Aboriginal Housing Program Director:– Email: [email protected]
• Deadline for submission of questions and inquiries:– 4:00 PM, February 11, 2010
• Reponses posted to MBDC website: – 4:00 PM, February, 17, 2010
• Questions must not be directed to any other MBDC staff or Board member
February | 2010Information Session
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Assistance with Proposal Submissions
• Ontario Non-profit Housing Association (ONPHA) can provide assistance to proponents in completing and submitting proposals
• To access assistance, contact:– Joan Campbell, Manger, Education
ONPHAPhone: (416) 927-9144, ext. 112Email: [email protected]
OR– Mitra Maharaj, Program Director, GTA Aboriginal Housing Program
MBDCPhone: (416) 640-4683Email: [email protected]
February | 2010Information Session
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Questions & answersGood luck!