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Public Housing & Community Development
2021 DOCUMENTARY STAMP SURTAX FUNDING HOMEOWNERSHIP ACTIVITIES (Rehabilitation, Redevelopment, New Construction Acquisition, New Construction Non-Acquisition)
CLOSED  Deadline  4/2/2021
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Introduction  [hide this]

SECTION A

Introduction

 

Miami-Dade County, through the Department of Public Housing and Community Development (PHCD) is soliciting applications under a Request for Application (RFA) process to fund activities with Documentary Stamp Surtax (Surtax) funds. This FY 2021 Surtax Homeownership RFA is seeking proposals to address high unmet needs in affordable housing. This RFA will target homeownership projects that may include rehabilitation, redevelopment and new construction with or without acquisition Countywide. Both for-profit and non-profit developers are encouraged to participate. Miami-Dade County encourages development teams competing for Documentary Stamp Surtax funding to be diversified and aspire to be consistent with and reflect the diversity of the Miami-Dade County community pursuant to policies outlined in Resolution No. R-1080-14.

 A conditional loan commitment approved by the Board of County Commissioners (BCC) for development activity will be provided to awardees based upon the application submitted by awardees in response to the this Request for Applications.  Awardees must close on projects within six months of the issuance of the conditional loan commitment.

 

Homeownership Activities

Total Surtax Amount

Rehabilitation, Redevelopment, New Construction with or without Acquisition – Countywide 

$18,000,000

 

 

 

Totals

$18,000,000

 

 

 

NOTE:  Projects will be recommended for funding only up to the total amount published in this RFA.


Minimum Threshold Requirements   [hide this]

General Requirements




Minimum Threshold Requirements  (specific to this program)

SECTION C

Minimum Threshold Requirements - FY 2021 SURTAX Homeownership RFA

Developments will be recommended for funding based on applications meeting all required criteria and in a ranked order based on highest score. If a tie breaker is needed during scoring to determine project ranking, the first tiebreaker will be “Ability to Proceed.”   

  1. Leveraging – Agencies must show with supporting documentation ALL sources of funding available for the proposed activity. – This is a minimum threshold requirement.
  2. Organizational and Financial Capacity – Organizations must demonstrate that they are fiscally sound and have the skills and experience required to achieve the proposed activity. Applicant (Developer, Developer Principal, or Sponsor) must provide Audited Financial Statements or a Certified Financial Statement, certified by an independent 3rd party auditor, which cannot be performed by an affiliate or staff member. Financial statements can be provided in a separate envelope at time of application submission, however the time frame for which the information remains proprietary is limited per the language in F.S. 119.071(1)b(2). – This is a minimum threshold requirement.
  3. Track Record – Previously funded agencies must be in good standing, with respect to audit findings and/or failure to complete projects, have a solid track record of submitting progress reports and monitoring findings and completed projects. – This is a minimum threshold requirement.
  4. Site Control – Applications for housing activities must demonstrate site control. – This is a minimum threshold requirement.
  5. Green Certification is a contractual requirement for receiving SURTAX and SHIP funding. - This is a minimum threshold requirement. See Ordinance No. 07-65.

 

  1. Passing the Due Diligence investigation: Applicants must pass a Due Diligence investigation on all applicants using the Due Diligence Checklist (see page 47). Unless expressly authorized by the County Mayor or the County Mayor’s designee (R-630-13, section 3), any entity NOT clearing the Due Diligence Investigation will NOT be recommended to the Board for funding. - This is a minimum threshold requirement. See Resolution No. R-630-13.
  2. Receive a positive Credit Underwriting recommendation: - This is a minimum threshold requirement.
  3. Developers shall execute and submit the Responsible Contractor Affidavit as set forth in Section 2-11.16, et Seq. of the Code of Miami-Dade County. An authorized signator is a President, Chief Executive Officer, Chair, Secretary, or any person that has perceived authority in the organization.  The County may announce a 48-hour cure period if necessary, available to applicants that do not provide the Responsible Contractor Affidavit as part of the application. This is a minimum threshold requirement.  See Ordinance No. 14-26.


Submission Guidelines  [hide this]

SECTION F

Submission Guidelines

  • Applicants must submit an Online Application using our grants management system, ZoomGrants. A direct access link will be available on PHCD’s webpage. Each entity may only submit one application.

 

  • Applicants must submit an Application Cover Sheet. This cover sheet must include the legal name of the Developer, employer identification number (FEIN), organization type, amount of funding request, Developer’s address, contact person name, title, phone number and email address.

 

  • Applicants must upload all affidavits, supporting and evidence documents to meet threshold requirements. Supporting documentation must be uploaded as attachments.  Applicants must use a cover sheet identifying the EACH attachment separately.

 

  • Points will only be awarded when supporting documentation outlined in the Application Checklist is attached to your electronic application. If supporting documentation is too large for upload, applicant may upload attachments in multiple submissions, Attachment 1a, 1b, 1c, etc.

 

  • All supporting documentation MUST be attached as a PDF file. NO electronic links will be accepted as part of your submission in this application.

 

  • Points will only be awarded when supporting documentation outlined in the Application Checklist is attached to your electronic application. If supporting documentation is too large for upload applicant may upload attachments in multiple submissions.

 

  • Points will only be awarded when requisite supporting documentation is provided for corresponding questions.

 

  • Coversheets must be accurately labeled, match attached documentation AND corresponding questions. Points will not be awarded in cases where supporting documentation is inaccurately labeled or uploaded and/or attached to the wrong question.

 

  • Scoring Committee members will review and score all questions separately and ONLY consider documentation that has been correctly uploaded and labeled for specified corresponding questions.

 

  • Applicants are required to submit all information required in the application electronically. Please note: supporting documentation must be included in the online application

 

  • Applications must be submitted electronically by the application deadline.

 

  • Faxed applications will not be accepted.

 

  • Applications must comply with all requirements of this RFA. Applications that are incomplete or have deficiencies and errors will be submitted to the County Attorney’s Office for legal review and determination of responsiveness.

 

  • Miami-Dade County Disabled Housing Set-Aside Incentive - Developers desirous of building more disabled accessible units may be awarded extra points on applications.  

 

  • No changes or additions to the proposals will be accepted after an application has been submitted unless requested by PHCD.

 

  • Applications will not be accepted anywhere other than as noted in this application.

 

  • Miami-Dade County will not fund an entity or an affiliate with outstanding defaulted loans, debarment actions or any other legal encumbrances with the County, State of Florida, or Federal programs regardless of the merits of the submitted proposal.

 

  • An applicant may be disqualified from consideration for funding in this RFA based on poor performance or non-compliance on any other projects with PHCD.

 

  • PHCD will adhere to compliance guidelines pursuant to Resolution No. R-630-13 approved by the Miami-Dade County Board of County Commissioners on July 16, 2013, requiring PHCD to complete and report a Due Diligence investigation on all applicants using the Due Diligence Checklist. Unless expressly authorized by the County Mayor or the Mayor’s designee (R-630-13, section 3), any entity NOT clearing the Due Diligence Investigation will NOT be recommended to the Board for funding.

 

  • For purposes of this RFA, the application period is February 26, 2021 through March 26, 2021, Monday through Friday excluding County Holidays. If no applications are received by March 26, 2021, the application deadline will be extended 30 days.

 

  • Applications lacking any items and/or criteria needed to meet minimum threshold will be deemed non-responsive and will not be scored.

 

  • Questions pertaining to this application must be submitted in writing to the Miami-Dade County Department of Public Housing and Community Development, no later than March 5, 2021 to developerservices@miamidade.gov. Responses will be posted on the website miamidade.gov/housing/

 

Michael Liu, Director

Miami-Dade County Department of Public Housing and Community Development

Overtown Transit Village North

701 NW 1st Court, 16th Floor

Miami, FL 33136

communitydevelopmentservices@miamidade.gov

 


Library  [hide this]
DescriptionFile NameDate UploadedFile Type
Due Diligence Check List DueDiligenceCheckList.pdf 6/8/2020 9:38:33 PM PDF
Board of County Commissioners BoardofCOuntyCommissioners-2021.pdf 2/23/2021 12:00:47 PM PDF
Table of Contents TableofCon.pdf 2/23/2021 12:09:44 PM PDF
Reference List ReferenceList.pdf 2/23/2021 12:23:54 PM PDF
Definitions Definitions.pdf 2/25/2021 1:35:43 PM PDF
Features & Amenitiees FeaturesAmenities.pdf 2/25/2021 1:44:53 PM PDF
Credit Underwriting Analysis CreditUnderwritingAnalysis.pdf 2/25/2021 1:48:55 PM PDF
Score Sheet ScoreSheet.pdf 2/26/2021 11:28:00 AM PDF
FY 2021 Surtax Homeownership RFA 2021HomeownershipSurtaxRFA022621final2.pdf 2/26/2021 2:53:51 PM PDF
Policies Policies.pdf 2/26/2021 2:56:13 PM PDF


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Miami-Dade County, through the Department of Public Housing and Community Development (PHCD) is soliciting applications under a Request for Application (RFA) process to fund activities with Documentary Stamp Surtax (Surtax) funds. This FY 2021 Surtax Homeownership RFA is seeking proposals to address high unmet needs in affordable housing. This RFA will target homeownership projects that may include rehabilitation, redevelopment and new construction with or without acquisition Countywide. Both for-profit and non-profit developers are encouraged to participate. Miami-Dade County encourages development teams competing for Documentary Stamp Surtax funding to be diversified and aspire to be consistent with and reflect the diversity of the Miami-Dade County community pursuant to policies outlined in Resolution No. R-1080-14.


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