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APPENDIX B
Application Checklist and Evaluation Form Instructions to Applicants Appendix B serves as both the Application Checklist and Evaluation Criteria for this RFP. Applicants must complete all sections and submit all required attachments and supporting documentation (refer to RFP Section V.E.4. Table 2, Item 8) identified in this Appendix.
Each criteria will be evaluated based on the information provided and any required attachments. Applicants are responsible for clearly identifying and labelling all attachments referenced in this Appendix.
Failure to submit required attachments or to provide sufficient information may result in proposal receiving a reduced score or being deemed non-responsive, at the County’s discretion.
| Section 1: Eligible Uses of Funds Total Points: |
| 20 |
| a. |
| Requested improvements fall under eligible categories (e.g., safety, ADA, HVAC, plumbing, etc.). 10 points |
| ☐ YES |
| ☐ NO |
| b. |
| Cost estimates are clear and reasonable. 10 points |
| ☐ YES |
| ☐ NO |
Attachment Requirements: Cost estimates and/or contractor quotes.
| Section 2: Loan Request and Financial Readiness Total Points: |
| 15 |
| a. |
| Loan amount requested fits project scale and loan limit. 5 points |
| ☐ YES |
| ☐ NO |
| b. |
| Applicant includes a plan if awarded less than requested amount. 5 points |
| ☐ YES |
| ☐ NO |
| c. |
| Applicant understands and agrees to loan term and forgiveness conditions. 5 points |
| ☐ YES |
| ☐ NO |
Attachment Requirements: Loan request worksheet and budget summary*.
*Budget summary- a summary of the total project cost that rolls up all estimates and labor costs.
| Section 3: Project Feasibility Total Points: |
| 20 |
| a. |
| Applicant identifies timeline to complete improvements. 5 points |
| ☐ YES |
| ☐ NO |
| b. |
| Applicant demonstrates readiness to begin work if awarded. 5 points |
| ☐ YES |
| ☐ NO |
| c. |
| Applicant prioritizes critical health/safety repairs first. 10 points |
| ☐ YES |
| ☐ NO |
Attachment Requirements: Proposed project timeline and implementation plan.
| Section 4: Compliance and Certifications Total Points: |
| 20 |
| a. |
| Applicant agrees to comply with applicable standards (HUD, ADA, MHSA, local codes). 10 points |
| ☐ YES |
| ☐ NO |
| b. |
| Applicant agrees to regular inspections and deed restriction for loan term. 10 points |
| ☐ YES |
| ☐ NO |
Attachment Requirements: Written commitment and explanation of compliance.
| Section 5: Benefit to BHSD Clients Total Points: |
| 25 |
| a. |
| Repairs prevent displacement or expands housing for BHSD clients. 5 points |
| ☐ YES |
| ☐ NO |
| b. |
| Improvements will maintain safe, stable, and habitable housing. 5 points |
| ☐ YES |
| ☐ NO |
| c. |
| Applicant is conducting repairs as part of the plan to become a licensed facility under the California Department of Social Services Community Care Licensing Division. 5 points |
| ☐ YES |
| ☐ NO |
| d. |
| Applicant is open to master leasing facility to a County-contracted provider during the loan term. 5 points |
| ☐ YES |
| ☐ NO |
| e. |
| Applicant agrees to give the County first right of referral for all vacancies during loan term. 5 points |
| ☐ YES |
| ☐ NO |
Attachment Requirements: Written commitment and explanation of benefit.
RFP-BHS-FY26-0513: Independent Living Home Habitability Improvements Project Page 1 of 2 Revised 1/12/2026