HOPE VI Main Street Application Data Sheet |
U.S. Department of Housing and Urban Development Office of Public and Indian Housing Office of Urban Revitalization |
OMB Approval No. 2577-0208 (exp. 1/31/2018) |
|||||||||||||||||
Public Reporting Burden for this collection of information is estimated to average 5 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. HUD may not conduct or sponsor, and an applicant is not required to respond to, a collection of information unless it displays a currently valid OMB control number. Response to this collection of information is mandatory to obtain a benefit. The information requested does not lend itself to confidentiality. The information submitted in response to the Notice of Funding Availability for the HOPE VI Main Street Program is subject to the disclosure requirements of the Department of Housing and Urban Development Reform Act of 1989 (Public Law 101-235, approved December 15, 1989, 42 U.S.C. 3545), as amended. Warning: HUD will prosecute false claims and statements. Conviction may result in the imposition of criminal and civil penalties. (18 U.S.C. 1001, 1010, 1012, 31 U.S.C. 3729, 3802) |
|||||||||||||||||||
This workbook utilizes the PIH TDC Notice numbered: | PIH 2011-38 (HA) | ||||||||||||||||||
The Notice expires when amended or supersceded, and it hasn't been yet. | |||||||||||||||||||
Instructions: HOPE VI Main Street Application Data Sheet | This workbook has been updated to include 2021 TDC limits | ||||||||||||||||||
Tips: | Enter information only into cells with blue borders. | ||||||||||||||||||
All other cells are locked, and all calculations are automated. | |||||||||||||||||||
Print these Instructions for easy reference, then begin at Step 1. | |||||||||||||||||||
Step 1. On the "Dev & Contact Info" page, fill in the required information. | |||||||||||||||||||
Step 2. On the "Unit Mix" Page, Enter the Number of Each Type and Size of the Affordable Units that are Going to be Developed as part of the Main Street Affordable Housing Project Funded through this NOFA. |
|||||||||||||||||||
> Select the appropriate column(s) for the proposed units based on structure type, size and development method. | |||||||||||||||||||
• Rent-to-Own units are to be counted as Rental Units. | |||||||||||||||||||
• Possible development methods are Rehabilitation (of housing already owned by the applicant or partner owner entity only) or New Construction (which includes acquisition of housing with or without rehabilitation). |
|||||||||||||||||||
> Enter the number of units proposed, by Structure Type, in the appropriate row based on the Number of Bedrooms. | |||||||||||||||||||
• TDC limit applies to all Main Street affordable housing project units where HOPE VI Main Street grant funds will be used for development. | |||||||||||||||||||
• The TDC limit for rehabilitation of existing housing units is 90% of the published TDC limit for a given structure and unit type. | |||||||||||||||||||
- The "TDC Limit calculations" worksheet reflects all such applicability as described above. | |||||||||||||||||||
• Definitions of the structure types specified on the Unit Mix worksheet: | |||||||||||||||||||
- Detached: A structure that consists of a single living unit surrounded by permanent open space on all sides. | |||||||||||||||||||
- Semi-detached: A structure containing two living units separated by a common vertical wall. | |||||||||||||||||||
- Elevator: Any structure of four or more stories above ground in which an elevator is provided. | |||||||||||||||||||
- Row House: A structure containing three or more living units separated only by vertical walls. | |||||||||||||||||||
- Walk-up: A multi-level low-rise structure containing one or more living units, in which housing units are separated by a ceiling/floor from other housing units or mixed-use space. | |||||||||||||||||||
Page 1 of 11 | form HUD-52861 (7/31/2011) | ||||||||||||||||||
Step 3. On the three "Permanent S&U" Pages, Fill in All Proposed Main Street Affordable Housing Project Costs that Will Have Been Incurred by the End of Development and All Sources of Funding that Paid for Those Costs. | |||||||||||||||||||
> Do not include construction financing that will be paid off when development is finished. Instead, include any permanent loans, grants or equity that are used to pay off the construction financing. |
|||||||||||||||||||
> Entry areas for costs that are not allowable under the HOPE VI Main Street Program are grayed out. | |||||||||||||||||||
Step 4. On the "Select City and State" Page, Choose the Applicant's City and State | |||||||||||||||||||
> Click on the down arrow for City | |||||||||||||||||||
> Click on the name of your city or your Metropolitan/Micropolitan Statistical Area | |||||||||||||||||||
- You can look up your MSA at OMB's website, http://www.census.gov/population/www/estimates/metrodef.html or call your local HUD office. | |||||||||||||||||||
> Click "OK" | |||||||||||||||||||
> Click on the down arrow for State | |||||||||||||||||||
> Click on the name of your State | |||||||||||||||||||
> Click "OK" | |||||||||||||||||||
Step 5. Confirm that Sources are Equal to Uses | |||||||||||||||||||
> Confirm that the HOPE VI Main Street grant funds and any other sources of Public Housing Capital Assistance funds are included. | |||||||||||||||||||
> Confirm that sources of HOPE VI/Public Housing funds are equal to uses of HOPE VI/Public Housing funds. | |||||||||||||||||||
Step 6. Review TDC Limit Calculation Results (note that HCC does not apply to the HOPE VI Main Street program) | |||||||||||||||||||
> Review the results of the TDC limit calculations. | |||||||||||||||||||
• The TDC limit analysis results are shown on the lower left "TDC Limit calculations" worksheet. | |||||||||||||||||||
Step 7. Enter All Match and All Leverage Resources | |||||||||||||||||||
> The total value of the Match must be greater than 5 percent of the requested grant amount. It must be committed to the Main Street Affordable Housing Project. | |||||||||||||||||||
> The total value of Main Street Area Rejuvenation Effort Leverage is measured in a Rating Factor. It includes both Main Street Affordable Housing Project Leverage that is not used | |||||||||||||||||||
as Match and Main Street Area rejuvenation effort Leverage. Again, it does NOT include the Match amount. | |||||||||||||||||||
Step 8. Save and Submit this Form With Your Application | |||||||||||||||||||
> To save this form so that your information cannot be changed without your permission: | |||||||||||||||||||
• Click on the File menu, then on the Save As… menu item; | |||||||||||||||||||
• In the upper right of the Save As window, click on Tools and then General Options; | |||||||||||||||||||
• In the Save Options window, enter a password in the Password to Modify block, then click OK; | |||||||||||||||||||
• In the Confirm Password window, re-enter the password to verify, then click OK; | |||||||||||||||||||
• In the Save As… window, click Save; | |||||||||||||||||||
• When prompted, click "Yes" to replace the form file with the password protected form file that you finished filling in. | |||||||||||||||||||
> To submit this form as part of your application, follow the instructions in Section IV. of the HOPE VI Main Street NOFA | |||||||||||||||||||
Page 2 of 11 | form HUD-52861 (7/31/2011) |
Main Street Affordable Housing Project Information | ||||
Local Government (Grantee) Name: | ||||
Main Street Rejuvenation Project Name: | ||||
Name of Person that Completed Form: | ||||
Organization Name : | ||||
Email: | ||||
Phone: | ||||
Page 3 of 11 | form HUD-52861 (7/31/2011) |
Unit Mix and Accessibility Summary, Post-Revitalization | |||||||
Applicant (Local Govt.) Name: | 0 | ||||||
Main Street Rejuvenation Project Name: | 0 | ||||||
Step 2. Enter the Number of Units of Each Type and Size that are to be Developed in the Main Street Affordable Housing Project Funded Through this NOFA. | |||||||
Rental Units | Homeownership Units | ||||||
Structure Type |
Number of Bedrooms |
Rehabilitation of Existing Applicant / Partnership Owned Housing |
New Construction or Acquisition (with or without Rehabilitation) | Rehabilitation of Existing Applicant / Partnership Owned Housing |
New Construction or Acquisition (with or without Rehabilitation) | ||
Detached and Semi-Detached | 0 | - | - | - | - | ||
1 | - | - | - | - | |||
2 | - | - | - | - | |||
3 | - | - | - | - | |||
4 | - | - | - | - | |||
Elevator | 0 | - | - | - | - | ||
1 | - | - | - | - | |||
2 | - | - | - | - | |||
3 | - | - | - | - | |||
4 | - | - | - | - | |||
Row House | 0 | - | - | - | - | ||
1 | - | - | - | - | |||
2 | - | - | - | - | |||
3 | - | - | - | - | |||
4 | - | - | - | - | |||
Walk-Up | 0 | - | - | - | - | ||
1 | - | - | - | - | |||
2 | - | - | - | - | |||
3 | - | - | - | - | |||
4 | - | - | - | - | |||
Totals: | - | - | - | - | |||
Page 4 of 11 | form HUD-52861 (7/31/2011) |
TDC/Grant Limitations Worksheet | |||||
Step 6. Using the Drop-down Lists Provided, Select the City (or Metropolitan Area) and State | |||||
that is located nearest to the Main Street Area rejuvenation effort. | |||||
This workbook uses the TDC rules and limits published in HUD Notice: 2011-38 (HA) updated annually with HUD's most recently published TDC Limits, which can be found at https://www.hud.gov/program_offices/public_indian_housing/programs/ph/capfund | |||||
Note 1: When you select a valid City/State combination, this table will show the TDC limits from the above-referenced HUD Notice. | |||||
Note 2: If the desired City/State combination is not included in the list here, contact the local HUD Field Office. They will assist in determining the most appropriate City/State combination. | |||||
Note 3: Total Development Cost limits from this table will be transferred automatically to the "TDC Limit calculations" worksheet. | |||||
City | BRIDGEPORT | ||||
StateName | CONNECTICUT | ||||
Bedrooms | Type | Data | |||
0 | Detached/Semi-Detached | Sum of 0 Bedrooms, TDC | $203,038.17 | ||
1 | Sum of 1 Bedrooms, TDC | $263,086.87 | |||
2 | Sum of 2 Bedrooms, TDC | $314,960.60 | |||
3 | Sum of 3 Bedrooms, TDC | $375,921.08 | |||
4 | Sum of 4 Bedrooms, TDC | $442,174.61 | |||
5 | Sum of 5 Bedrooms, TDC | $484,551.76 | |||
6 | Sum of 6 Bedrooms, TDC | $524,732.47 | |||
0 | Sum of 0 Bedrooms, HCC | $116,021.81 | |||
1 | Sum of 1 Bedrooms, HCC | $150,335.35 | |||
2 | Sum of 2 Bedrooms, HCC | $179,977.49 | |||
3 | Sum of 3 Bedrooms, HCC | $214,812.05 | |||
4 | Sum of 4 Bedrooms, HCC | $252,671.21 | |||
5 | Sum of 5 Bedrooms, HCC | $276,886.72 | |||
6 | Sum of 6 Bedrooms, HCC | $299,847.12 | |||
0 | Elevator | Sum of 0 Bedrooms, TDC | $157,449.99 | ||
1 | Sum of 1 Bedrooms, TDC | $220,429.99 | |||
2 | Sum of 2 Bedrooms, TDC | $283,409.99 | |||
3 | Sum of 3 Bedrooms, TDC | $377,879.98 | |||
4 | Sum of 4 Bedrooms, TDC | $472,349.98 | |||
5 | Sum of 5 Bedrooms, TDC | $535,329.98 | |||
6 | Sum of 6 Bedrooms, TDC | $598,309.97 | |||
0 | Sum of 0 Bedrooms, HCC | $98,406.24 | |||
1 | Sum of 1 Bedrooms, HCC | $137,768.74 | |||
2 | Sum of 2 Bedrooms, HCC | $177,131.24 | |||
3 | Sum of 3 Bedrooms, HCC | $236,174.99 | |||
4 | Sum of 4 Bedrooms, HCC | $295,218.73 | |||
5 | Sum of 5 Bedrooms, HCC | $334,581.23 | |||
6 | Sum of 6 Bedrooms, HCC | $373,943.73 | |||
0 | Row House | Sum of 0 Bedrooms, TDC | $177,061.18 | ||
1 | Sum of 1 Bedrooms, TDC | $232,098.96 | |||
2 | Sum of 2 Bedrooms, TDC | $282,040.06 | |||
3 | Sum of 3 Bedrooms, TDC | $345,869.14 | |||
4 | Sum of 4 Bedrooms, TDC | $410,248.22 | |||
5 | Sum of 5 Bedrooms, TDC | $452,018.66 | |||
6 | Sum of 6 Bedrooms, TDC | $490,727.02 | |||
0 | Sum of 0 Bedrooms, HCC | $101,177.82 | |||
1 | Sum of 1 Bedrooms, HCC | $132,627.98 | |||
2 | Sum of 2 Bedrooms, HCC | $161,165.75 | |||
3 | Sum of 3 Bedrooms, HCC | $197,639.51 | |||
4 | Sum of 4 Bedrooms, HCC | $234,427.55 | |||
5 | Sum of 5 Bedrooms, HCC | $258,296.38 | |||
6 | Sum of 6 Bedrooms, HCC | $280,415.44 | |||
0 | Walkup | Sum of 0 Bedrooms, TDC | $153,517.21 | ||
1 | Sum of 1 Bedrooms, TDC | $208,890.83 | |||
2 | Sum of 2 Bedrooms, TDC | $263,902.21 | |||
3 | Sum of 3 Bedrooms, TDC | $347,255.58 | |||
4 | Sum of 4 Bedrooms, TDC | $429,971.49 | |||
5 | Sum of 5 Bedrooms, TDC | $484,204.76 | |||
6 | Sum of 6 Bedrooms, TDC | $537,709.50 | |||
0 | Sum of 0 Bedrooms, HCC | $87,724.12 | |||
1 | Sum of 1 Bedrooms, HCC | $119,366.19 | |||
2 | Sum of 2 Bedrooms, HCC | $150,801.27 | |||
3 | Sum of 3 Bedrooms, HCC | $198,431.76 | |||
4 | Sum of 4 Bedrooms, HCC | $245,697.99 | |||
5 | Sum of 5 Bedrooms, HCC | $276,688.43 | |||
6 | Sum of 6 Bedrooms, HCC | $307,262.57 | |||
Unit Mix (Note: entered from the "Unit Mix" worksheet) | TDC Limits | |||||
Structure Type | BRs | Units | Per Unit | Total | ||
Detached and Semi-Detached | 0 | - | 203,038 | $- | ||
1 | - | 263,087 | $- | |||
2 | - | 314,961 | $- | |||
3 | - | 375,921 | $- | |||
4 | - | 442,175 | $- | |||
Elevator | 0 | - | 157,450 | $- | ||
1 | - | 220,430 | $- | |||
2 | - | 283,410 | $- | |||
3 | - | 377,880 | $- | |||
4 | - | 472,350 | $- | |||
Row House | 0 | - | 177,061 | $- | ||
1 | - | 232,099 | $- | |||
2 | - | 282,040 | $- | |||
3 | - | 345,869 | $- | |||
4 | - | 410,248 | $- | |||
Walk-Up | 0 | - | 153,517 | $- | ||
1 | - | 208,891 | $- | |||
2 | - | 263,902 | $- | |||
3 | - | 347,256 | $- | |||
4 | - | 429,971 | $- | |||
Total Development Cost (TDC) Limit Calculations (NOTE: Housing Cost Cap does not apply to the HOPE VI Main Street program) |
||||||
Applicant Name: 0 | ||||||
Main Street Project Name: 0 | ||||||
Using HUD's most recently published TDC Limits for: BRIDGEPORT, CONNECTICUT | ||||||
Total units and Total TDC | - | $- | ||||
HOPE VI Main Street Sources and Uses Comparison Check | ||||||
Total HOPE VI Main Street Grant Permanent Uses | $- | |||||
Total HOPE VI Main Street Grant Permanent Sources | $- | |||||
Total PH Sources must equal Total PH Uses. | (0) | |||||
HOPE VI Main Street Costs NOT included in TDC | ||||||
Community & Supportive Services ("CSS") | $- | |||||
Extraordinary Site Costs (Requires Licensed Architect Letter) | $- | |||||
Total Uses of Public Housing Capital Assistance Subject to TDC Limit | $- | |||||
HOPE VI Main Street Total Development Cost Limit Analysis: | ||||||
HOPE VI Main Street Cost as a Percentage of the TDC Limit. For calculation of this NOFA's grant amount, maximum grant amount will be the lesser of TDC or the maximum grant amount as stated in the Notice of Funding Availability (100% or less). For cost control calculation and grant closeout, the TDC that is based on the mix of developed Main Street units must meet or exceed the grant amount (100% or more). |
||||||
Select City & State | Select City & State | |||||
Page 6 of 11 | form HUD-52861 (7/30/2011) |
Permanent Sources and Uses For the HOPE VI Main Street Affordable Housing Project |
|||||
Local Government: 0 | |||||
Main Street Area: 0 | |||||
Name of Person that Completed S&U: | |||||
Organization Name: | |||||
Sources ($) | HOPE VI Main Street |
Other Govt |
Tax Credit Equity | Other Private Sector | Total |
Public Housing Funds | |||||
HOPE VI Main Street | $- | ||||
Public Housing | $- | ||||
Sub-Total | $- | $- | $- | $- | $- |
Other HUD Funds | |||||
HOME | $- | ||||
CDBG | $- | ||||
Other Funds | $- | ||||
Sub-Total | $- | $- | $- | $- | $- |
Total HUD Funds | $- | $- | $- | $- | $- |
Non-HUD Public Funds | |||||
State Funds | $- | ||||
Local Funds | $- | ||||
Other Funds | $- | ||||
Other Funds | $- | ||||
Other Funds | $- | ||||
Sub-Total | $- | $- | $- | $- | $- |
Total Public Funds | $- | $- | $- | $- | $- |
Private Funds | |||||
Tax Exempt Bonds | $- | ||||
Taxable Bonds | $- | ||||
Private LIHTC | $- | ||||
Other Equity | $- | ||||
Homebuyer Down Payment | $- | ||||
Donations/Grants | $- | ||||
Private Lender | $- | ||||
Other | $- | ||||
Other: | $- | ||||
Other | $- | ||||
Other: | $- | ||||
Total Private Funds | $- | $- | $- | $- | $- |
Total Sources | $- | $- | $- | $- | $- |
Page 7 of 11 | form HUD-52861 (7/31/2011) |
Permanent Sources and Uses For the HOPE VI Main Street Affordable Housing Project |
|||||
Local Government: 0 | |||||
Main Street Area: 0 | |||||
Uses ($)* | HOPE VI Main Street |
Other Govt |
Tax Credit Equity | Other Private Sector | Total |
Administration | |||||
Administration | $- | ||||
Management Improvements | |||||
Management Improvements - Dev | $- | ||||
Management Improvements - CSS | $- | ||||
Acquisition | |||||
Site Acquisition | $- | ||||
Building Acquisition | $- | ||||
Building Acquisition, Non-Dwelling | $- | ||||
Building Remediation/Demolition | |||||
Remediation, Dwelling Units/Site | $- | ||||
Demolition, Interior | $- | ||||
Remediation, Non-Dwelling Units | $- | ||||
Demolition, Non-Dwelling Units | $- | ||||
Demolition, Other | $- | ||||
Site Improvements | |||||
Site Remediation | $- | ||||
Site Infrastructure (Utilities & Roads) | $- | ||||
Site Improvements (Other) | $- | ||||
Construction | |||||
Dwelling Structures - Hard Costs | $- | ||||
Non-Dwelling - Hard Costs | $- | ||||
General Requirements | $- | ||||
Builder’s Profit | $- | ||||
Builder’s Overhead | $- | ||||
Bond Premium | $- | ||||
Hard Cost Contingency | $- | ||||
Equipment | |||||
Dwelling Equipment | $- | ||||
Non-Dwelling Equipment | $- | ||||
Professional Fees/Consultant Services | |||||
Program Management Services | $- | ||||
Architectural | $- | ||||
Engineering | $- | ||||
Construction Management Services | $- | ||||
Appraisal | $- | ||||
Environmental | $- | ||||
Market Study | $- | ||||
Historic Preservation Documentation | $- | ||||
Other | $- | ||||
Legal | |||||
Organizational | $- | ||||
Syndication | $- | ||||
Main Street Outside Counsel | $- | ||||
Other | $- | ||||
Tax Credits | |||||
Accounting | $- | ||||
Tax Credit Application | $- | ||||
Tax Credit Monitoring Fee | $- | ||||
Syndication | $- | ||||
Other | $- | ||||
Page 1 Total | $- | $- | $- | $- | $- |
Page 8 of 11 | form HUD-52861 (7/31/2011) |
Permanent Sources and Uses For the HOPE VI Main Street Affordable Housing Project |
|||||
Local Government: 0 | |||||
Main Street Area: 0 | |||||
Uses ($)* | HOPE VI Main Street |
Other Govt |
Tax Credit Equity | Other Private Sector | Total |
Other Development Costs | |||||
(Soft Costs) | |||||
Accounting Fees | $- | ||||
Financing Fees | $- | ||||
Permit Fees | $- | ||||
Title/Recording/Settlement Fees | $- | ||||
Real Estate Taxes During Construction | $- | ||||
Insurance During Construction | $- | ||||
Interest During Construction | $- | ||||
Bridge Loan Interest | $- | ||||
Marking/Rent-up Expenses | $- | ||||
Reserves | $- | ||||
Soft Cost Contingency | $- | ||||
Other | $- | ||||
Relocation | |||||
Relocation Costs | $- | ||||
Developer Fee | |||||
Developer Fee | $- | ||||
Reserves | |||||
Operating Reserve | $- | ||||
Other Reserves | $- | ||||
Page 2 Total | $- | $- | $- | $- | $- |
GRAND TOTAL USES: | $- | $- | $- | $- | $- |
Page 9 of 11 | form HUD-52861 (7/31/2011) |
Fill Out for Grant Application Only, not for Development Plan Approval | |||||
Source of Leverage | Resource Contact | Resource Phone | Dollar Value | Cash or In-Kind Svc. |
|
1 | |||||
2 | |||||
3 | |||||
4 | |||||
5 | |||||
6 | |||||
7 | |||||
8 | |||||
9 | |||||
10 | |||||
11 | |||||
12 | |||||
13 | |||||
14 | |||||
15 | |||||
16 | |||||
17 | |||||
18 | |||||
19 | |||||
20 | |||||
21 | |||||
22 | |||||
23 | |||||
24 | |||||
25 | |||||
26 | |||||
27 | |||||
28 | |||||
29 | |||||
30 | |||||
$- | |||||
Page 10 of 11 | form HUD-52861 (7/30/2011) |
Fill Out for Grant Application Only, not for Development Plan Approval | |||||
Main Street Area Rejuvenation Effort Leverage Resources | |||||
Source of Leverage | Resource Contact | Resource Phone | Dollar Value | Cash or In-Kind Svc. |
|
1 | |||||
2 | |||||
3 | |||||
4 | |||||
5 | |||||
6 | |||||
7 | |||||
8 | |||||
9 | |||||
10 | |||||
11 | |||||
12 | |||||
13 | |||||
14 | |||||
15 | |||||
16 | |||||
17 | |||||
18 | |||||
19 | |||||
20 | |||||
21 | |||||
22 | |||||
23 | |||||
24 | |||||
25 | |||||
26 | |||||
27 | |||||
28 | |||||
29 | |||||
30 | |||||
$- | |||||
Page 11 of 11 | form HUD-52861 (7/30/2011) |
File Type | application/vnd.openxmlformats-officedocument.spreadsheetml.sheet |
File Modified | 0000-00-00 |
File Created | 0000-00-00 |