Housing Affordability Trust Application Step 1 of 7 0% About HATThe Housing Affordability Trust (HAT) is an irrevocable charitable foundation formed by a Joint Venture of the Jefferson County Housing Authority and Navigate Affordable Housing Partners. Through this Joint Venture with the Housing Authority, Navigate has served as the U.S. Department of Housing and Urban Development’s Section 8 Performance-Based Contract Administrator in the states of Alabama, Mississippi, Virginia and Connecticut for over a decade. Profits from this work have been placed into the Trust to fund affordable housing projects and programs. Fiduciary services for the Trust are provided by Synovus Financial Corporation.Eligibility CriteriaQualified applicants for HAT funds are Governmental Authorities and Qualified Charities that do the following: (i) promote and advance housing projects for persons who are members of low-income families and very low-income families, including elderly and handicapped persons, by financing the acquisition, construction, and equipping of one or more buildings and related facilities; and, (ii) promote the common good and general welfare by providing decent, safe, and sanitary housing in the Birmingham-Hoover Metropolitan Statistical Area (MSA). Governmental Authorities and Qualified Charities, the “Permitted Secondary Recipients” and, together with the Authority and the Corporation, the “Permitted Recipients”). The term “Qualified Charities” means organizations described in Sections 501(c)(3) and 170(b)(1)(A) of the Code, contributions to which would be allowable as a deduction under Sections 170(a), 2055(a) or 2522(a) or (b) of the Code. Eligible Projects and Programs* Two Areas of Funding 1) Capital-3.5 million dollars available for affordable housing rehabilitation, new construction or capital improvements. 2) Programming-1.3 million dollars for programs and/or services related to affordable housing for qualified recipients. •Funds are available for affordable housing construction, rehabilitation and related capital improvements. •Funds are also available for the operation of related programs and the provision of services to qualified individuals and families. Examples include items such as the operation of homeless shelters and job training programs. Priority Criteria All other things being equal, preference will be given to the following types of proposals: (1) Proposals that leverage other funding. (2) Proposals that request loans as opposed to grants. Organizational Standards The Application Package must contain the certification that the organization complies with the following: (1) Documentation of nonprofit status: 501(c)(3) Letter of Determination. Other organizational types may be eligible. (2) Conduct business without discrimination on the basis of race, religion, gender, sexual preference, age, marital status, disability or national origin (3) The organization must be governed by a voluntary Board of Directors (or similar body). (4) Board members are not employees or relatives of employees. (5) The mission, projects and programs of the organization are consistent with the intent of the Housing Affordability Trust. (6) The organization’s business is carried out in accordance with sound management practices. Board actions are recorded in Minutes. (7) The Board approves an annual operating budget. The organization utilizes appropriate accounting practices and undergoes an independent audit annually. (8) Conflict of Interest Statement from the organization governing body (9) Proposals involving the proposed purchase of property must obtain an appraisal of the identified property. If funded, this will be an eligible reimbursement item (10) The awardees must commence work within 90 days of the award date and complete the work within 18 months of the award date. Evidence of compliance with the Organizational Standards may be requested at any time during the application process. Please download a copy of the HAT application questions here. Does your organization qualify under these criteria? Yes No Date of Application* MM slash DD slash YYYY Name of Organization* Name of Organization Address* Street Address Address Line 2 City AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Phone*FaxEmail* Enter Email Confirm Email Name of Organization Representative* First Last Name of Project or Program*Funding Amount Requested Total Amount Sought from Housing Affordability Trust*Mission of Organization*Program or Project Summary*Program or Project Funding*List the cost of the project or program and include any solicited funding and committed funding.Organization/Program/Project DetailsOrganization Background*Please provide the background of the applying organization. Voluntary BoardIs the organization governed by a voluntary Board of Directors (or similar body)? Yes No Board Members as EmployeesAre any Board of Directors employees or relatives of employees? Yes No Meeting MinutesAre decisions by the Board of Directors documented by meeting minutes? Yes No Annual BudgetDoes the Board of Directors approve an annual budget? Yes No Conflict of Interest StatementDoes the applying organization have a conflict of interest policy or statement? Yes No Project/Program Description*Please describe the details of the project/program including the needs or issues being addressed, the goals and objectives of the program or project, the number of people being served, if the project or program involves any collaboration with other agencies, and the action plan that will be carried out to accomplish the objectives. Please include a brief summary on how this proposed project or program is an eligible activity for Housing Affordability Trust. To be eligible to receive funding from the Housing Affordability Trust, an Applicant must either I. Promote and advance housing projects for persons who are members of low-income families and very low-income families (including elderly and handicapped persons) by financing the acquisition, construction, and equipping of one or more buildings and related facilities or II. Promote the common good and general welfare by providing decent, safe, and sanitary housing, in the Birmingham Metropolitan Statistical Area(MSA).Organization Officers/ Personnel*Please list the names and qualifications of officers and personnel for this project or program.Measuring Progress*Please describe the evaluation process to determine the effectiveness of the project or program and how it will be decided if this program or project should be continued. Supporting Documentation Please upload the following as listed below and include a cover sheet with title for each upload. For example, for your 501 (c) (3) letter, please include a title sheet labeled “501 (c) (3) letter.” Please remember to first download, complete and then upload the Certification Form. 501(c) (3) Letter: Please upload a copy of organization’s 501(c) (3) letter provided by the IRS or documentation as described in the “Eligibility Criteria” on page 1 of the application. Project/Program Budget: Please upload the budget for the program or project. Please make sure the document is in PDF format prior to upload. Organization Budget: Please upload the budget for the applying organization. Please make sure the document is in PDF format prior to upload. Board of Directors: Please upload a list of the organization’s Board of Directors. Audited Financials: Please upload the most recent audited financials or the financial review for the organization. Please make sure the document is in PDF format prior to upload. Conflict of Interest Statement: Please upload the most recent conflict of interest statement for the organization. Please make sure the document is in PDF format prior to upload. Publicity Material: You may upload on piece of publicity material if applicable to the program or project request. Blueprints/Sketch of Proposed Project: You may upload one page of the blue prints or sketches. Exhibit A Certification: Please complete and upload this certification form. Document will open on a new page. Document Upload*Documents must be in PDF form. Drop files here or Select files Accepted file types: pdf, Max. file size: 10 MB. If you have questions about this application or the process, please contact Simmy Barrocas at HAT@navigatehousing.com . Unfortunately, you do not meet the criteria to complete this application. If you feel you reached this page in error, please try again. Thank you.
