9-PY2026 Owner-Occupied Rehabilitation Scoring Sheet.pdf

PROPOSER

NAME

EVALUATION CRITERIA

Total

Possible (Up To)

Total

1. PROJECT BUDGET AND PROPOSED NUMBER OF HOUSEHOLDS TO BE SERVED (Up to 3 points each item)

• Project budget should be achievable, sustainable and include personnel

• Provide the fiscal perspective of project overview and project impact section

• Expenses must be tied to the direct delivery of services

• Total project cost

• Total number of homes

2. SUBSTANTIVE KNOWLEDGE AND EXPERIENCE IN OWNER-OCCUPIED REHABILITATION, DEMOLITION/ /

RECONSTRUCTION OF COMPLETED PROJECTS

Essential qualifications include a substantive and practical understanding of the management of an owner-occupied housing rehabilitation program. The Proposer should demonstrate ability and experience in the rehabilitation of residential housing, including, cost estimating, contracts, client and project management, rehabilitation work quality oversight and inspections, lead based paint requirements, knowledge of County Building Codes, quality control and mediation between homeowner and contractor when necessary. (Score up to 15 pts)

The Proposer should provide documentation of the management of the construction of at least five (5) single family, owner-occupied housing rehabilitation projects. They should also provide the number of years they provided management of a housing rehabilitation program, and the average number of clients served each year. (Score up to 5 pts)

The proposer must provide a minimum of five (5) references for previous rehabilitation projects completed, documentation of a minimum of five (5) projects completed along with location, type of funding, formal work write-up outlining the proposed scope of work and/or bids/proposal and before and after photos. (Score up to 5 pts)

3. KNOWLEDGE AND EXPERIENCE OF TECHNIQUES TO ADDRESS THE UNIQUE QUALITY OF OWNER-

OCCUPIED HOUSING REHABILITATION PROGRAM

The Proposer selected by the County will demonstrate an ability to provide all the services outlined in the application and understand the practical and operational implementation implications of the program. The Proposer should articulate how the proposed work plan will manage all aspects of the program. (Score up to 10 pts)

The proposer must demonstrate they have a minimum of five (5) years of experience, of which two (2) years shall have been in the State of Florida, with directly providing housing rehabilitation and/or the management of housing rehabilitation activities including the following areas: (1) Ability to comply with the County’s reporting requirements; (2) Procurement and vetting of contractors: including preparing rehabilitation contracts;

PY 2026 Owner-Occupied Rehabilitation, Demolition/Reconstruction & Disaster Rehabilitation

Scoring Sheet

EVALUATION CRITERIA

Total

Possible (Up To)

Total

(3) case processing management to include recording liens and mortgages if applicable, the preparation and submission of payment requests, homeowner dispute resolution, ensuring homeowners are provided contractor and manufacturer warranties after rehabilitation work has been completed and finalized. (Score up to 3 pts)

The Proposer must provide a program design and demonstrate a strong organizational capacity to implement and successfully manage the rehabilitation management program being proposed. Considerations will be given to a strong representation of design, implementation, the strength and experience of the program team identified as part of the program design, including current staff which will be responsible for project impact, rehabilitation contractor procurement, work inspections and overall program management including financial control systems utilized. Also submit resumes of the key staff to be involved in the implementation and daily operations of the rehabilitation program and workflow charts for the components of the program: Rehabilitation Management, which include details of all aspects of the rehabilitation program. Identify any technical licenses and/or training certificates key staff hold if applicable. (Score up to 15 pts)

The proposer must demonstrate their knowledge and experience with federal or state funded housing programs and note the years of experience they have with these programs. (= 1 pt)

The proposer must demonstrate they are ready to proceed immediately upon notification of the award of the contract and procuring contractors for rehabilitation work projects. (= 1 pt)

4. DEMONSTRATION AND CAPACITY TO SERVE SPECIAL NEEDS HOUSEHOLDS (Up to 5 points each item)

Proposers demonstrate having the capacity and willingness to serve at least 20% of their clientele as households meeting one of the following special needs categories: Victims and Survivors of Domestic Violence, Person with a Disability, or Youth Aging out of Foster Care (as defined in Section 420.0004(13), Florida Statutes). Proposals will be evaluated based on the clarity, commitment and comprehensiveness of the proposed plan to serve special needs households, as well as the track record of serving this population.

The proposal demonstrates a committed and comprehensive plan to serve special needs households which includes the following:

• Evidence of successful past experience serving special needs populations.

• Proposed strategies for serving special needs households.

• Partnerships with organizations serving special needs populations.

5. PERFORMANCE OF PAST SUBRECIPIENTS – Most Recent Project Within Last Three (3) Program Years - SCORE PAST SUBRECIPIENTS ONLY (Score Provided by AHS)

Projects met all accomplishments with no funds returned and timely close-out (= up to 9 pts)

For the most recent project within the previous three (3) program years:

• Project accomplishments unmet (=deduct 3 pts)

• Delayed or untimely project(s) Closing (=deduct 3 pts)

• Funds returned for reallocation on incomplete or completed project(s) (=deduct 3 pts)

EVALUATION CRITERIA

Total

Possible (Up To)

Total

Quarterly reporting on time (= 2 pts) Reporting late /No reporting (= 0 points) 2

Monitoring & compliance issues, findings or concerns.

No findings or concerns (= 4 pts) Compliance issues resolved (= 2 pts)

6. EXPERIENCE OF NEW PROPOSERS PROVIDING HOUSING OR MANAGEMENT OF HOUSING

REHABILITATION– SCORE NEW PROPOSERS ONLY

Project Team has:

• 5+ years’ experience in Hillsborough County (= 15 pts)

• 5+ years’ experience with other local government/organization with (2) years in the

State of Florida (= 10 pts)

• Minimum of (5) years’ experience with (2) years in the State of Florida (= 5 pts)

7. FINANCIAL CAPACITY – (Score Provided By OMB) (Up to 20 points maximum)

• Did the proposer provide audited financial statements along with the accompanying audit opinion letter and notes to the statements for the two most recent audit periods?

• Are the proposer’s audited financial statements recent enough to provide insight into the organization's current financial position?

• Does the proposer show financial oversight and internal controls?

• Can the proposer achieve income stability by demonstrating capacity to generate income?

• Does the proposer show responsible stewardship of resources it has received?

• Are there adequate management practices in place for financial reporting?

• Is the proposer able to carry out its mission in a stable and effective way that will ensure project completion?

• Is the proposer’s Current Ratio (Current Assets vs. Current Liabilities) equal to or greater than 1?

• Does the proposer have at least 90 Days Cash on Hand? (industry average is 90 days)

• Is the proposer’s Debt Ratio low enough that debt-related costs do not jeopardize its ability to conduct normal business operations or pay normal operating expenses?

• Is the proposer’s Reliance on Grants and Government Ratio sufficiently low to suggest that the organization can continue operations if governmental revenue sources decrease by a material amount or in their entirety?

• Does the proposer’s General, Administrative and Fundraising Cost Ratio indicate that the majority of revenues are being used for direct program services and to carry out the organization’s mission?

• Does the proposer’s Profitability Ratio indicate that the organization is generating annual income equal to or in excess of annual expenses?

TOTAL POINTS 120

This document is for informational purposes only and is not required to be submitted with the proposal