1st_DRAFT__Scope_of_Services.docx

SCOPE OF SERVICES:

Homeownership Project for Low- to Moderate-Income Families in Fort Myers, FL Project Vision This project aims to establish a thriving neighborhood with a resident-led Homeowners Association (HOA). Here, homeowners will take pride in their residences, actively preserve the community's cultural heritage, and build wealth across generations.

Project Overview This initiative will provide:

· Affordable homeownership opportunities for income-qualified families earning 30-80% of the Fort Myers Area Median Income (AMI).

· Construction of 26 single-family homes compliant with all Fort Myers building codes.

· Infrastructure improvements along the Edison Ave. corridor.

Key Objectives and Deliverables

1. Affordable Homeownership (26 Units):

· Construct high-quality, affordable single-family homes catering to individuals and families with incomes ranging from 30-80% AMI.

· Ensure inclusivity, allowing a diverse range of residents to become homeowners and stakeholders in their community's development.

2. Wealth Creation for Homebuyers:

· Implement programs to empower residents to build and sustain wealth for generations to come. These include:

· HUD-certified housing counseling

· Financial literacy workshops

· Homeownership education

· Home maintenance classes

· Homeowners Association (HOA) training

3. Mortgage Affordability:

· Develop a financing plan ensuring mortgage payments do not exceed 30% of the homebuyers' income.

· Guarantee home closings comply with all state and federal lending regulations.

4. Fortified Construction:

· Construct homes to meet Gold Fortified Standards, established by the Insurance Institute for Business & Home Safety (IBHS).

· Ensure homes meet strict safety and durability criteria.

Responsibilities of the Selected Entity The chosen business/organization/not-for-profit will be responsible for:

1. Procurement:

· Secure vendors complying with CDBG-DR (Community Development Block Grant – Disaster Recovery) standards.

2. Site Development:

· Manage site preparation and infrastructure development along the Edison Ave. corridor.

3. Construction:

· Oversee the construction of 26 residential units, prioritizing cost-effective and sustainable building practices.

4. Compliance:

· Ensure adherence to all local zoning and building regulations.

5. Community Outreach and Engagement:

· Implement a comprehensive community outreach and engagement plan, available in both English and Spanish, throughout construction and beyond.

Qualifications and Requirements Qualified entities must demonstrate:

1. Proven Experience:

· A successful track record in affordable housing development projects.

2. Project Management Expertise:

· A strong history of completing projects on schedule and within budget.

3. Sustainable Practices:

· Knowledge of and commitment to implementing sustainable construction practices.

4. Regulatory Compliance:

· A proven record of adhering to all local building codes and regulations.

Evaluation Criteria Proposals will be evaluated based on the following criteria:

· Demonstrable experience and expertise in affordable housing construction.

· The proposed approach and methodology for achieving project objectives.

Timeline

· Site work commencement: July 2025

· Project completion: December 2027 Additional Considerations

· Include a section outlining the process for selecting homebuyers, considering factors like income eligibility and creditworthiness.

· Specify the size and layout options available for the 26 homes.

· Outline a plan for ongoing maintenance of the infrastructure improvements along Edison Ave.

· Consider incorporating green spaces or community amenities into the project design to further enhance the neighborhood.