APPLICANT CAPACITY/PAST PERFORMANCE SHEET The score sheet below is used for each Applicant. The majority of the information below will be based on Departmental records. New to the 2017 NOFA, the Department will not give full points for the Application Capacity/Past Performance criteria. Points will be awarded for each report submitted as stated in criterion 4, ACTIVITY CRITERIA APPLICANT CAPACITY / PAST PERFORMANCE POINTS APPLICANT CAPACITY/ PAST PERFORMANCE (200 Points) Timely Clearance of Special Conditions In-House Organizational Capacity for General Administration & Oversight of CDBG funded activities. Cooperation and Compliance in clearing Audit or Monitoring Findings. Reporting Points, 20 points will be deducted for each missing report, and 30 points will be deducted for missing Annual Program Income Report. Semi-Annual 1 (20 points) Semi-Annual 2 (20 points) Annual Program Income Report (30 points) Up to: 60 40 30 70 TOTAL POINTS 200 STATE OBJECTIVE CRITERIA SCORE SHEET The sheet will be used for each Applicant. New to the 2017 NOFA, the Department has modified its State Objective criteria and scoring Detail and points be awarded as follows: ACTIVITY CRITERIA STATE OBJECTIVE SCORE DETAIL POINTS
READINESS (300 Points) Program Description that includes the following: Program organization and activity flow charts. Task Matrix. Description of organization and structure of the activity. Program Operator’s Status: Applicant has executed subrecipient agreement(s) for all subrecipient(s) and procured consultants per HUD procurement guidelines (Chapter 8 of the CDBG GMM). Grantee will be using in-house staff for the activity either solely or in conjunction with subrecipient/consultant. Grantee has executed subrecipient agreement(s) and/or consultant contract(s). Grantee does not have approved contracts and/or agreements and will be procuring services for this activity. Activity-Specific Program Operator Qualifications For each individual working on this activity, submit: A complete duty statement. A complete resume. Identify those individuals who will be underwriting BA loans. Relevant certificates of training (i.e. ED financial expertise). 25 75 200 APPLICANT CAPACITY/ PAST PERFORMANCE (200 Points) The score from the Applicant’s Capacity and Past Performance will be added here. Up to 200 STATE OBJECTIVES (100 Points maximum) The score from the Applicant’s State Objectives will be added here. Up to 100 TOTAL POINTS 1000 ACTIVITY CRITERIA ENTERPRISE FUND – MICROENTERPRISE LOAN PROGRAM POINTS NEED/BENEFIT (400 Points) NEED: Unemployment Market Analysis Understanding of Market Conditions and Opportunities by Market Segment Level of most recent business activity: List of Local Business Surveyed to determine demand. Use the following link (free source) to determine the number of businesses by industry category using the 2 digit North American Industry Classification System (NAICS) code level breakdown. Information on the CBP Up to 100 250
READINESS (300 Points) Program Description that includes the following: Program organization and activity flow charts. Task Matrix. Description of organization and structure of the activity. Program Operator’s Status is one of the following: Applicant has an executed subrecipient agreement(s) for all subrecipients and procured consultants per HUD procurement guidelines (Chapter 8 of the CDBG GMM). Grantee will be using in-house staff for the activity either solely or in conjunction with subrecipient/consultant. Grantee has executed subrecipient agreement(s) and/or consultant contract(s). Grantee does not have executed subrecipient agreement(s) or contract(s) with consultant(s)s and will be procuring services for this activity. Activity-Specific Program Operator Qualifications: For each individual working on this activity, submit: A complete duty statement. A complete resume Identify individuals who will be underwriting microenterprise loans Relevant certificates of training (i.e., ED financial training). 25 75 200 APPLICANT CAPACITY/ PAST PERFORMANCE (200 Points) The score from the Applicant’s Capacity and Past Performance will be added here. Up to 200 STATE OBJECTIVES (100 Points) The score from the Applicant’s State Objectives will be added here. Up to 100 TOTAL POINTS 1000 ACTIVITY CRITERIA ENTERPRISE FUND – MICROENTERPRISE TECHNICAL ASSISTANCE POINTS NEED/BENEFIT (400 Points) NEED: Unemployment Market Analysis Understanding of Market and Needs for Microenterprise Technical Assistance Identifying and Analyzing Microenterprise Technical Assistance Opportunities: Identify technical assistance program market area and the appropriate search category to collect data Up to 100 250
NEED (400 Points) NEED: (250 out of 400 points) 1. Overcrowding 2. Homeownership Rate BENEFIT: (150 out of 400 points) 1. Low-Mod Percentage (Jurisdiction-Wide only) 2. Poverty Percentage (Jurisdiction-Wide only) (Applicant pool sets range of points for Overcrowding, Homeownership Rate, Low-Mod and Poverty.) Note: For Housing Combo: scores for both Housing Rehab & Homeownership Asst. will be averaged for final score. Up to 125 125 100 50 READINESS (300 Points) Activity-Specific Operator Experience: Continuation of Existing Program, active during the last fiscal year = 150 points Active in last 4 years but not the last 12 months = 100 points No active Housing program = 0 points Program Guidelines Adopted by the Applicant Jurisdiction*. Waiting List: List of Pre-Screened** Applicants: Submit up to 5 most recent signed, pre-screened applications with SSN redacted. *Homeownership Assistance Program Guidelines-- submit copy of jurisdiction’s adoption documents. **Pre-Screened Applicants – Not “Pre-Qualified” Up to 150 100 50 APPLICANT CAPACITY/PAST PERFORMANCE (200 Points) The score from the Applicant’s Capacity and Past Performance will be added here. Up to 200 STATE OBJECTIVES (100 Points maximum) The score from the Applicant’s State Objectives will be added here. Up to 100 TOTAL POINTS 1000 ACTIVITY CRITERIA HOUSING REHABILITATION PROGRAM (HR) (1 – 4 UNITS) POINTS
NEED (400 Points) NEED: (250 out of 400 points) 1. Overcrowding 2. Age of Housing BENEFIT: (150 out of 400 points) 1. Low-Mod Percentage (Jurisdiction-Wide only) 2. Poverty Percentage (Jurisdiction-Wide only) (Applicant pool sets range of points for Overcrowding, Age of Housing, Low/Mod and Poverty.) Note: Housing Combo: scores for both Housing Rehabilitation and Homeownership Assistance will be averaged for final score. Up to: 125 125 100 50 READINESS (300 Points) Activity-Specific Operator Experience: Continuation of Existing Program, active during the last fiscal year = 150 points Active in last 4 years but not the last 12 months = 100 points No active Housing Program = 0 points Program Guidelines: Adopted by the Applicant Jurisdiction.* Waiting List: List of Pre-Screened** Applicants: Submit up to 5 most recent signed, pre-screened applications with SSN redacted. *Housing Rehabilitation Program Guidelines-- submit copy of adoption documents. **Pre-Screened Applicants – not “Pre-Qualified” Up to: 150 100 50 APPLICANT CAPACITY/PAST PERFORMANCE (200 Points) The score from the Applicant’s Capacity and Past Performance will be added here. Up to 200 STATE OBJECTIVES (100 Points maximum) The score from the Applicant’s State Objectives Score will be added here. Up to 100 TOTAL POINTS 1000 ACTIVITY CRITERIA HOUSING PROJECT – AQCUISITION, REHABILITATION OR BOTH (INCLUDING ACQUISITION OF VACANT LAND FOR MFH) POINTS