Request for Proposals Housing Rehabilitation Program Administration Services

Agency:	Town of Apex
State:	North Carolina
Type of Government:	State & Local
Category:	Q - Medical Services R - Professional, Administrative and Management Support Services
Posted:	Feb 5, 2024
Due:	Mar 28, 2024
Publication URL:	To access bid details, please log in.

Bid Title:	Request for Proposals Housing Rehabilitation Program Administration Services
Category:	Professional Services
Status:	Open

Description:

The Town of Apex (the “Town”) is seeking the services of a qualified nonprofit organization or team of organizations to provide professional Housing Rehabilitation Program Administration Services for its Apex Cares program. The purpose of the Apex Cares – Housing Rehabilitation Program (“Program”) is to assist eligible resident homeowners of single-family detached dwellings, condominiums, and townhomes with needed repairs to preserve safe and sanitary housing, correct hazardous structural conditions, help residents age in place, and improve accessibility for persons with disabilities. This program also helps preserve naturally occurring affordable housing in Apex.

Publication Date/Time:

2/5/2024 3:30 PM

Closing Date/Time:

3/28/2024 12:00 PM

Contact Person:

Direct all inquiries concerning this request to:
Michael Linsenmeyer – Senior Housing Specialist
Email: Michael.Linsenmeyer@apexnc.org

Miscellaneous:

Issuing Department: Community Development & Neighborhood Connections

Attachment Preview

Request for Proposals for

Housing Rehabilitation Program Administration Services

Title: Apex Cares – Housing Rehabilitation Program

Issue Date: Monday, February 5, 2024

Due Date: Thursday, March 28, 2024, not later than 12:00 pm EST

*LATE PROPOSALS WILL NOT BE ACCECPTED*

Issuing Department: Community Development & Neighborhood Connections

Direct all inquiries concerning this request to:

Michael Linsenmeyer – Senior Housing Specialist

Email: Michael.Linsenmeyer@apexnc.org

Section 1: Purpose

The Town of Apex (the “Town”) is seeking the services of a qualified nonprofit organization or

team of organizations to provide professional Housing Rehabilitation Program Administration

Services for its Apex Cares program. The purpose of the Apex Cares – Housing Rehabilitation

Program (“Program”) is to assist eligible resident homeowners of single-family detached

dwellings, condominiums, and townhomes with needed repairs to preserve safe and sanitary

housing, correct hazardous structural conditions, help residents age in place, and improve

accessibility for persons with disabilities. This program also helps preserve naturally occurring

affordable housing in Apex.

Section 2: Background

The Town of Apex, as with most municipalities in Wake County, North Carolina, has experienced

rapid growth over the last three decades. In 1990, the US Census population estimate for the Town

was just under 5,000. Based on the Town’s Quarterly Development Report, the current estimate is

nearly 78,000. In the US Census 2018 list of the 15 fastest-growing cities with a population of

50,000 or more, Apex was listed third, with a reported growth rate of 6.8 percent. In the 2021

American Community Survey (ACS) data, the US Census reported the median household income

of Apex as $121,313. The goal for “a variety of housing types available to a range of incomes”

was included in the Town’s 2011 comprehensive plan, Peak Plan 2030, yet the cost of housing

continues to increase, and single-family residential developments outpace all others by more than

45 percent. To proactively address the growing shortage of housing options available to serve a

range of incomes in Apex, the Town developed and adopted an action-oriented affordable housing

plan in February of 2021. As part of the adopted Apex Affordable Housing Plan, an action item

was to develop an owner-occupied rehabilitation assistance program to help maintain the

affordability of existing homeownership by ensuring that income-qualifying homeowners can

make necessary repairs to make their homes safe.

Section 3: Program Elements

Source of Funds and Relationship with Non-Profit Agencies

Presently, funding for the Program is provided through the Town of Apex Affordable Housing

Fund. Apex will contract with non-profit agencies (“Agencies”) to provide administrative services

and to organize, oversee, and perform housing repair activities. Apex has developed Program

guidelines, will market the Program, and will process program payments to the Agencies. Apex

will not serve as a general contractor or otherwise oversee any housing repair activities provided

through the Program. In the future, the Town plans to expand funding sources beyond the revenues

provided by the Affordable Housing Fund, which may include federal and/or state grant funding.

Currently, the amount of assistance available per eligible household shall be based on the level of

home repair need and overall funding availability, but shall not exceed $20,000 per household

within a 5-year period, unless a formal exception is provided by the Town of Apex. As part of a

broader expansion to Program guidelines, Town staff may seek Town Council authorization to

further increase the maximum funding limit per eligible household.

Section 4: Program Services Provided by Agencies

Agencies participating in the Program shall provide the following services in compliance with the

Guidelines:

• Screen applicants and properties for eligibility pursuant to the requirements set out in the

Guidelines;

• Review restrictive covenants for subject property to determine if Homeowner Association

or Condominium Owner Association approval is required;

• Enter into contracts with each applicant who will receive Program Funding;

• Perform all duties required as General Contractor on program repair projects including, but

not limited to, procurement of labor and materials for project;

• Find licensed subcontractors to perform work, when applicable;

• Confirm improvements have been made in accordance with the contract with homeowner

and in compliance with applicable laws or regulations;

• Prepare and submit quarterly reports to the Town regarding progress, including:

applications received, homeowners assisted, applications denied or delayed, funds

expended, and repairs made.

Section 5: Applicant Eligibility Requirements

Income Eligibility Standards Based on Total Persons in Household

Agencies shall ensure that participation in the Program is limited to applicants whose annual

household income does not exceed 65 percent of the area median income, adjusted for household

size and reported for the Raleigh Metropolitan Statistical Area, as determined for each fiscal year

by the Department of Housing and Urban Development. Agencies shall require applicants to

submit documentation necessary to determine applicant eligibility.

Property Ownership

To be eligible to receive assistance through the Program, applicant(s) shall be the current owner(s)

of the property to be rehabilitated (“Property”), live on the Property as their principal place of

residence and have owned and lived on the property for a minimum of three years prior to

application for assistance. Property owner(s) are any person(s) or legal entity that holds title to the

Property. In instances of multiple ownership, the signature of each owner is required on all

appropriate documents. Agencies shall verify Property ownership and require all current owners

to give written consent to all work proposed to be done on the Property prior to contracting for or

initiating such work.

Section 6: Property Eligibility Requirements

Areas Eligible Under Program

Properties that are rehabilitated as part of the Program must be zoned and used for residential

purposes and located within the corporate limits of the Town of Apex.

Minimum Property Rehabilitation Standards

All work performed shall meet all applicable standards contained in Town ordinances, local

building and safety codes, and the State Building Code, as well as any other applicable federal,

state, or local laws or regulations.

Eligible Structures

Only owner-occupied, single-family detached dwellings, condominiums, or townhomes are

eligible for rehabilitation through the Program.

Rehabilitation Needs which Warrant Priority Repair

Applicants in need of the following health and safety items shall be given priority, in the order

listed below, when Agencies select recipients of Program funds:

• Roof;

• Foundation;

• Electrical wiring;

• Plumbing;

• Heating/Cooling System;

• Flooring structure (joists, beams, subflooring, etc.).

Section 7: Program Funds

The Town will seek to leverage and administer other sources of funding, including but not limited

to the Federal Community Development Block Grant (CDBG) and HOME Investment

Partnerships Grant, State Weatherization Assistance Program (WAP) and North Carolina Housing

Financing Agency (NCHFA) funding, and County rehab programs, as well as other public or

private grant programs.

Contracts

Each Agency shall enter into a contract with the Town before administering Program services.

The contract will specify a maximum amount of funding to be disbursed to the Agency to provide

Program services.

Accounts

Agencies shall cause disbursed funds to be held in interest-bearing accounts at financial institutions

insured by an agency of the federal government.

Income

Interest accrued by the Program funds shall be credited to the account that creates it. Any such

interest shall be used solely for the administration of the account itself or be included in Program

funds for expenditure on eligible projects.

Unspent Funds

Any funds that remain unspent by an Agency at the end of a contract term shall

be retained by the Agency and included in the Program funds available to Agency for the next

Program year, if Town and Agency enter into a new contract for another Program year, or

be returned to the Town of Apex by the Agency.

Accounting

Agencies shall utilize an accounting system that:

• Complies with current generally accepted accounting principles;

• Provides effective internal control over and accountability for all Program funds disbursed

to Agency;

• Ensures that accounting records are supported by source documentation (e.g., invoices,

receipts and contracts); and

• Accounts for Program funds received by Agency separately from funds received from all

other sources.

Section 8: Program Oversight

Record Retention

Agencies must maintain all records pertinent to their participation in Program, including all

accounting records and records pertinent to each Property that receives Program funds, for five

years from the termination date of the Agency’s contract with Town of Apex or upon the

completion date of any project undertaken under that contract, whichever is later. All records must

be sufficient to determine compliance with the requirements and objectives of the Program.

Required Project Documentation

In addition to accounting documentation, Agencies shall collect and maintain, at a minimum, the

following documentation related to each project undertaken with Program funds:

• Original application submitted by applicant;

• Documentation used to determine applicant and household eligibility, including but not

limited to:

o Proof of home ownership submitted by Applicant;

o Proof of current taxes, mortgage, and utility payments to the Town of Apex

submitted by applicant; and

This is the opportunity summary page. You are currently viewing an overview of this opportunity and a preview of the attached documentation. For more information, please visit the Publication URL Web page.

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Request for Proposals Housing Rehabilitation Program Administration Services

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