Economic Development CDBG RFP Technical Assistance Workshop

1. Economic Development CDBG RFPTechnical Assistance Workshop January 5, 2012

2. Agenda Part I • RFP Access • CDBG and SFRA Funding • Overview Of RFP • Questions & Answers Part II • Instructions to Access the Online RFP

3. RFP access at www.oewd.org

5. CDBG Funding • Community Development Block Grant (CDBG) funding is an annual allocation from the US Department of Housing & Urban Development (HUD) • Of the roughly $17M annual CDBG allocation, $1.36M will likely be set aside for ED activities • Bidders should review and be familiar with: • CDBG 2010-2014 Consolidated Plan • Assessing the Needs of Small Business and Entrepreneurs in San Francisco(both available on the OEWD website)

6. SFRA Funding • December 29, 2011 - State Supreme Court upholds abolition of redevelopment agencies. • Local impact • Legislation being introduced in Board of Supervisor next week to transfer affordable housing funds to Mayors Office of Housing. • Under AB 1X 26, San Francisco’s major infrastructure and affordable housing projects are considered enforceable obligations. That means that major projects well underway such as the Mission Bay, Bayview Hunters Point Shipyard and Treasure Island can keep going. At risk, however, is continued future progress on developing affordable housing, revitalizing blighted neighborhoods and generating the resources to fund urban infill development and infrastructure. • We will not request proposals for Proposal Areas V and VI Bayview Hunters Point and South of Market in this RFP.

7. RFP Overview • 3-year cycle • Highlights • Scope of work • Client survey • Small business loan program

8. Four Proposal Areas CDBG Funded Areas Business Technical Assistance Access to Capital Microloan Small Business Loan Commercial Corridor Revitalization Commercial Rehabilitation and Improvement One submission per proposal area

9. Proposal Area I. Business Technical Assistance • Target clients • Entrepreneurs who want to establish a new microenterprise or small business, and for owners who seek to strengthen or expand their existing small business. • Services • Group training, mentorship programs, and one-on-one advising, and may cover a range of topics such as (but not limited to) the development of a business plan, marketing and branding, and financial planning and management. • Scope of work highlights • Case management, training, consulting, graduation, follow-up and reassessment • Outcome measurements – change in business revenue and family income, number of jobs created, type of business assisted, loans packaged and approved, etc.

10. Proposal Area II. Access to Capital • Two modules • Microloan program • Small business loan program • Eligible operating expenses include, but not limited to, applicant screening, loan underwriting, loan servicing, fiscal services, and pre- and post-loan business advising.

11. Proposal Area III. Commercial Corridor Revitalization • Activities that strengthen the commercial corridors in low- and moderate-income neighborhoods include • Access to technical assistance and services to support attraction, retention, expansion and/or relocation of locally-owned small businesses • Examples of commercial corridors • Excelsior, Visitacion Valley, Ocean Avenue, Portola, Tenderloin, Japantown, Bayview

12. Proposal Area IV. Commercial Rehabilitation & Improvement • Funding for nonprofit organization to rehabilitate a building for commercial use • 3 sets of supporting documentations required • Eligible expenses • Predevelopment, construction, rehabilitation, and the following non-construction (soft) costs: architectural, design and engineering services, permit fees construction/project management, environmental review, and legal and special inspection services.

13. RFP Appendices (available at oewd.org) • Instructions for Access to Agency Information Registration and Online RFP Submission • HUD Income Level Chart • Neighborhood Boundaries • 2011-2012 Family Income Verification Form • Guidance for Indirect Cost Rate Allocation Plans • Budget Page

14. Question Set • Project Information • Program Specific • Section A: Organizational History and Experience • Section B: Economic Outcomes • Section C: Category Specific Questions • Work Plan Outline • Evaluation • Program and Agency Budget • Neighborhood

15. Budget Page

16. Work plan activities

17. RFP Timeline Jan. 19: Proposals due, 5pm Feb-April: Review and recommendations to Mayor and Board of Supervisors May: Grants announced June: Execution of grant agreements July 1: Project start date

18. Questions Holly Lung, 415-554-6628 Patty Medina, 415-554-5110 Jordan Klein, 415-554-6645 Crezia Tano, 415-554-4984

19. Applying online Total Grant Solution (TGS)

20. AGENCY INFORMATION FOR THOSE WITH USER ID AND PASSWORD

21. SELECTING AGENCY INFORMATION TOOL

24. AGENCY INFORMATION – General Tab (bottom of page: Agency Users appears for Org Admins only)

25. AGENCY INFORMATION – Financial Tab

26. AGENCY INFORMATION – Confirmation of Submission

27. AGENCY INFORMATION FOR THOSE W/ LOST/FORGOTTEN USER ID/PASSWORD

28. SELECTING ONLINE RFP

29. SELECT AND EDIT ESTABLISHED PROPOSAL

30. CREATE A NEW PROPOSAL

31. Question Set #1 – PROJECT INFORMATION/SKIP TO SECTION/NEXT

32. Question Set # 2 – ECONOMIC DEVELOPMENT SPECIFIC

33. Enter something in each field box even if you are not responding to the question. Enter a period “.”

34. Question Set #3 - WORK PLAN/ENTERING DATA IN TABLES

35. Question Set #5 - BUDGET

36. BUDGET – Bottom of Page SUBMIT PAGE– Non-Organization Administrator Logged In

37. SUBMIT PAGE– Organization Administrator Logged In

38. SUBMISSION CONFIRMATION