HOME Housing Consortia & Nonprofit Partners

REQUEST FOR PROPOSALS
CHARLOTTE MECKLENBURG HOME CONSORTIUM
NONPROFIT HOUSING DEVELOPMENT PARTNERSHIPS
City of Charlotte
Housing & Neighborhood Services
600 East Trade Street
Charlotte, NC 28202-2859
June 2025

TABLE OF CONTENTS
1 REQUEST FOR PROPOSALS (RFP) INSTRUCTIONS ........................................................................................... 2
1.1 PUBLIC NOTICE ................................................................................................................................................. 2
1.2 PROJECT OVERVIEW .......................................................................................................................................... 3
1.3 RFP SCHEDULE AND PROPOSAL SUBMISSION .......................................................................................................... 3
1.4 EVALUATION CRITERIA & PROCESS ....................................................................................................................... 4
1.5 PROPOSAL FORMAT & CONTENTS ........................................................................................................................ 4
1.6 QUALIFICATIONS ............................................................................................................................................... 5
2 REPRESENTATIONS, CONDITIONS, AND OTHER REQUIREMENTS ................................................................... 6
2.1 COMMUNICATIONS ........................................................................................................................................... 6
2.2 DUTIES AND OBLIGATIONS OF AGENCIES IN THE RFP PROCESS ................................................................................... 6
2.3 NO COLLUSION, BRIBERY, LOBBYING OR CONFLICT OF INTEREST ................................................................................. 6
2.4 PUBLIC RECORDS .............................................................................................................................................. 6
2.5 ADVERTISING ................................................................................................................................................... 7
2.6 VENDOR REGISTRATION WITH CITY OF CHARLOTTE AND NC SECRETARY OF STATE ......................................................... 7
2.7 FINANCIAL CAPACITY; INSURANCE REQUIREMENTS .................................................................................................. 7
2.8 OWNERSHIP OF WORK PRODUCTS........................................................................................................................ 7
2.9 CITY RIGHTS AND RESERVATIONS ......................................................................................................................... 7
2.10 CONTRACT ....................................................................................................................................................... 8
2.11 NC PROHIBITION ON CONTRACTS WITH COMPANIES THAT INVEST IN IRAN OR BOYCOTT ISRAEL ........................................ 8
2.12 ADDENDA / QUESTIONS AND ANSWERS ................................................................................................................. 8
2.13 CHARLOTTE BUSINESS INCLUSION ........................................................................................................................ 8
2.14 SPECIAL PROVISIONS .......................................................................................................................................... 9
FORM 1 - EXECUTION OF PROPOSAL ................................................................................................................... 11
FORM 2 - CHDO DOCUMENT CHECKLIST.............................................................................................................. 12
FORM 3 - CHDO BOARD MEMBER CERTIFICATIONS............................................................................................. 13
FORM 4 - CONFLICT OF INTEREST POLICY ............................................................................................................ 14
FORM 5 - COMMERCIAL NON-DISCRIMINATION CERTIFICATION ........................................................................ 15
FORM 6 - E-VERIFY CERTIFICATION ...................................................................................................................... 16
FORM 7 - STAFFING ............................................................................................................................................. 17
FORM 8 - SCOPE OF WORK .................................................................................................................................. 18
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Request for Proposals: Nonprofit Housing Partners

City of Charlotte Section 1
Housing & Neighborhood Services RFP INSTRUCTIONS
1 REQUEST FOR PROPOSALS (RFP) INSTRUCTIONS
1.1 Public Notice
The Charlotte Mecklenburg HOME Consortium and the City of Charlotte plan to select several
housing nonprofit organizations and Community Development Housing Organizations (CHDOs) to
conduct various affordable housing activities. The goal of these activities is to increase the
availability and affordability of housing for low-and-moderate-income households in
Mecklenburg County.
Information related to this solicitation, including any addenda, will be posted to the City's Housing
Website at:
http://charlottenc.gov/HNS/Housing/RFP/Pages/Requests%20For%20Proposals.aspx
For questions related to this RFP, contact:
Ruth Ippolito
Housing Projects Manager
Direct Phone: (980) 416-1069
Email: ruth.ippolito@charlottenc.gov
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Request for Proposals: Nonprofit Housing Partners

City of Charlotte Section 1
Housing & Neighborhood Services RFP INSTRUCTIONS
1.2 Project Overview
The Charlotte Mecklenburg HOME Consortium and the City of Charlotte partner with qualifying nonprofit
housing partners to develop various affordable housing products for low-income households. Projects
must be HUD HOME funds eligible, and applicants must be eligible to receive federal funds. Project types
that can be proposed include single-family new construction or rehabilitation, multifamily new
construction or rehabilitation, and down payment assistance. Other activities may be approved on a case-
by-case basis.
See attached scope of work for additional details.
New Funding Opportunity - Corridors of Opportunity:
In addition to HUD HOME funding, the City of Charlotte also has limited non-HOME funding available to
support the acquisition, rehabilitation and construction of affordable rental housing estate within the
Corridors of Opportunity and high-cost areas. To qualify, projects must be contracted and encumbered
no later than September 15, 2025.
The Request for Proposals process for FY 2025-2026 continues to target programs to address specific
needs. Funds are available for a range of initiatives consistent with the City's Future 2040 Comprehensive
Plan and the 2021-2025 Charlotte Mecklenburg Consolidated Plan. All funding is provided in the form of
a loan or grant. Terms, conditions, repayment, and repayment schedule must be addressed in any
response to this request for proposals.
Applicants must be familiar with the guidelines and regulations that govern the HOME program, including
but not limited to:
Affordability requirements
Relocation regulations
Lead-Based Paint
Conflict of Interest
Procurement
Affirmative Marketing and Fair Housing
Affirmative Action and Minority and Women Business Enterprises
Environmental Reviews
Any other applicable regulations
Applicants will be expected to provide copies of their entity's policies with respect to enforcing these
requirements. All proposals will be reviewed based on HUD regulations and presented to the Charlotte
HOME funding consortium for evaluation.
1.3 RFP Schedule and Proposal Submission
Provided below is the anticipated schedule of events. The City reserves the right to adjust the
schedule and to add/remove specific events to meet the unique needs of this Project.
Advertisement of RFP: June, 2025
Deadline for Questions: Open following RFP launch until funding is exhausted
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Request for Proposals: Nonprofit Housing Partners

City of Charlotte Section 1
Housing & Neighborhood Services RFP INSTRUCTIONS
DUE DATE & TIME FOR PROPOSALS: Open until funding exhausted
Each application process will consist of the non-profit submittal of:
* Non-profit Application - This is a city provided word document. The developer will complete the
word document following the instructions found in the word document, convert to pdf and
submit as : Application - Project Name - Non-profit Name - NP INVESTMENT 24.pdf
In addition to these this document, the following section detail additional submittal requirements.
Please see the submittal checklist as to what documents are required, optional or conditional. Other
documents may be requested for activity specific proposals.
* For all other documents requested, please include them in pdf format unless otherwise stated,
and attach them to your submittal as "document name - project name - Non-profit name - NP
FUNDING 24.pdf". For example, Attachment 9 - organization chart - Apple Apartments - Apple
Developer -NP FUNDING FY25.pdf.
Submit application via proposal portal at: https://charlottenc.seamlessdocs.com/f/housingsubmission
1.4 Evaluation Criteria & Process
Proposals will be evaluated based on the Company's ability to meet the performance
requirements of this RFP. Proposals will be assessed to determine the most comprehensive,
competitive and best value solution for the City based on, but not limited to the following criteria:
* Qualifications and experience
* Developer availability to complete work in a timely manner.
* Proposed approach
* Proposed cost effectiveness
* Proposed Affordability period and affordability mechanisms
* Consideration for sustainability in design, construction, end user operation and
maintenance (compliance with LEED guidelines or similar accredited standard)
* Acceptance of the Terms of the contract
The City reserves the sole right to select the most qualified agency on the basis of best overall
value that is most advantageous to the City.
Agencies who submit proposals will be notified of the selection results. Final recommendation of
any selected agency is subject to the approval of City Council or City officials.
1.5 Proposal Format & Contents
Each application submittal process will consist of the non-profit submittal of:
1. All required forms outlined in this RFP.
2. The non-profit's name, mailing address, email address, and telephone numbers.
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Request for Proposals: Nonprofit Housing Partners

City of Charlotte Section 1
Housing & Neighborhood Services RFP INSTRUCTIONS
3. A list of all the persons (including the principal and any employees or subcontractors) to be
involved in carrying out the proposed work, describing each person's qualifications and
proposed involvement in specific tasks. Attach a resume for each person.
4. The proposed approach and proposed approach schedule.
5. The proposed contract amount and a proposed payment schedule.
6. A list of all other work and projects to which the developer anticipates being committed
during the period of performance, including the estimated period of time of the work and an
estimated date of completion.
7. Detailed information on similar projects completed within the last five years.
8. Any additional information or materials relevant to the non-profits's availability,
qualifications, and capacity to do the work.
9. A statement authorizing the City to verify references.
10. Other documentation as may be requested in the section titled "Scope of Work".
1.6 Qualifications
1. Ability to qualify as a Community Development Housing Organization (if applying for CDHO
set aside funding).
2. Familiarity with the greater Charlotte market as evidenced by projects completed in this
market and a local business presence.
3. An approach that meets the goals of this RFP.
4. A timeframe for the completion of the proposed project within 24 months, with a preference
for more timely completion. Construction is expected to begin within 12 months of the
contract start date.
5. Cost effectiveness. Proposed costs should be realistic and offer best value. Full consideration
with regard to any startup costs should be incorporated into the assumptions.
END OF SECTION ONE
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Request for Proposals: Nonprofit Housing Partners

City of Charlotte Section 2
Housing & Neighborhood Services Representations, Conditions and other Requirements
2 REPRESENTATIONS, CONDITIONS, AND OTHER REQUIREMENTS
2.1 Communications
All communication of any nature with respect to this RFP shall be addressed to the Contracts
Administrator identified in this RFP. With the exception of communications with the Contracts
Administrator and Charlotte Business INClusion Officer for this RFP, prospective agencies and
their staffs are prohibited from communicating with elected City officials, City staff and any
selection committee member regarding this RFP or submittals from the time the RFP was released
until the selection results are publicly announced. Violation of this provision many lead to
disqualification of the agency's proposal for consideration.
2.2 Duties and Obligations of Agencies in the RFP Process
Interested agencies are expected to fully inform themselves as to all conditions, requirements and
specifications of this RFP before submitting a proposal. Agencies must perform its own evaluation
and due diligence verification of all information and data provided by the City. The City makes no
representations or warranties regarding any information or data provided by the City. Agencies
are expected to promptly notify the City in writing to report any ambiguity, inconsistency or error
in this RFP. Failure to notify the City accordingly will constitute a waiver of claim of ambiguity,
inconsistency or error.
2.3 No Collusion, Bribery, Lobbying or Conflict of Interest
By responding to this RFP, the agency shall be deemed to have represented and warranted that
the proposal is not made in connection with any competing agency submitting a separate
response to this RFP, and is in all respects fair and without collusion or fraud. Furthermore, the
agency certifies that neither it, any of its affiliates or subcontractors, nor any employees of any of
the foregoing has bribed or lobbied, or attempted to bribe or lobby, an officer or employee of the
City in connection with this RFP.
2.4 Public Records
Upon receipt by the City, each proposal becomes the property of the City and is considered a
public record except for material that qualifies as "trade secret" North Carolina General Statute
66-152 et seq. Proposals will be reviewed by the City's evaluation committee, as well as other
City staff. To properly designate material as a trade secret under these circumstances, each
agency must take the following precautions: (a) any trade secrets submitted by the agency should
be submitted in a separate, sealed envelope marked "Trade Secret - Confidential and Proprietary
Information - Do Not Disclose Except for the Purpose of Evaluating this Proposal," and (b) the
same trade secret/confidentiality designation should be stamped on each page of the trade secret
materials contained in the envelope.
In submitting a proposal, each agency agrees that the City may reveal any trade secret materials
contained in such response to all City staff and City officials involved in the evaluation process and
to any outside consultant or other third parties who serve on the evaluation committee or who
are hired by the City to assist in the evaluation process. Furthermore, each agency agrees to
indemnify and hold harmless the City and each of its officers, employees and agents from all costs,
damages and expenses incurred in connection with refusing to disclose any material that the
agency has designated as a trade secret. Any agency that designates its entire proposal as a trade
secret may be disqualified from consideration.
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Request for Proposals: Nonprofit Housing Partners

City of Charlotte Section 2
Housing & Neighborhood Services Representations, Conditions and other Requirements
2.5 Advertising
In submitting an RFP, proposer agrees not to use the results therefrom as part of any commercial
advertising without prior written approval of the City of Charlotte.
2.6 Vendor Registration with City of Charlotte and NC Secretary of State
The selected agency and subcontractors must be registered in the City's Vendor Registration
System in order to receive payment for services and/or supplies provided under any City contract.
Any agency wishing to be considered for the Services must be properly registered with the Office
of the Secretary of State at the time of submission. The agency selected under this RFP will be
responsible for providing all professional, technical, managerial, and administrative staff with the
appropriate skills and qualifications to perform the required services.
2.7 Financial Capacity; Insurance Requirements
The selected agency must have the financial capacity to undertake the work and assume
associated liability. The selected agency will be required to provide certificates of insurance
evidencing coverage for automobile liability in the minimum amount of $1,000,000; commercial
general liability in the minimum amount of $1,000,000; a fidelity bond of $50,000; and workers'
compensation insurance as required by North Carolina statutes.
2.8 Ownership of Work Products
The City shall have exclusive ownership of all intellectual property rights in all documents and
other work product prepared by, for, or under the direction of the selected agency pursuant to
any contract under this RFP (collectively, the "Intellectual Property"), including without limitation
the right to copy, use, disclose, distribute, and make derivations of the Intellectual Property for
any purpose or to assign such rights to any third party. The Intellectual Property shall be prepared
in the City's name and shall be the sole and exclusive property of the City, whether or not the
work contemplated therein is performed. The City will grant the agency a royalty-free, non-
exclusive license to use and copy the Intellectual Property to the extent necessary to perform the
contract.
2.9 City Rights and Reservations
The City reserves the right, at the City's sole discretion, to take action affecting this RFP, this
RFP process, or the services or facilities subject to this RFP that would be in the best interests
of the City, including:
2.9.1 To supplement, amend, substitute, or otherwise modify this RFP, including the schedule,
or to cancel this RFP, at any time;
2.9.2 To require any Companies to supplement or clarify its Proposal or provide additional
information relating to its Proposals;
2.9.3 To investigate the qualifications, experience, capabilities, and financial standing of each
Company submitting a Proposal;
2.9.4 To reject any or all Proposals;
2.9.5 To share the Proposals with City employees and contractors in addition to the Evaluation
Committee as deemed necessary by the City;
2.9.6 To award all, none, or any part of the Services and enter into Contracts with one or more
of the responding Companies deemed by the City to be in the best interest of the City, which
may be done with or without re-solicitation;
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Request for Proposals: Nonprofit Housing Partners

City of Charlotte Section 2
Housing & Neighborhood Services Representations, Conditions and other Requirements
To discuss and negotiate with any Company(-ies) their Proposal terms and conditions, including
but not limited to financial terms; and
To terminate discussions and negotiations with any Company at any time and for any reason.
2.10 Contract
The contents of this RFP and all provisions of the successful proposal deemed responsive by the
City of Charlotte may be incorporated, either in whole or in part, into a contract and become
legally binding when approved and executed by both parties. Contents of the contract may
contain changes from the City of Charlotte's perspective as a result of the RFP process and
proposal(s) received. The final negotiated contract may include the scope of work as outlined in
this RFP along with the successful agency's submittal and any additions or deletions made at the
discretion of the City as a result of the RFP process.
2.11 NC Prohibition on Contracts with Companies that Invest in Iran or Boycott Israel
Company certifies that: (i) it is not identified on the Final Divestment List or any other list of
prohibited investments created by the NC State Treasurer pursuant to N.C.G.S. 147-86.58
(collectively, the "Treasurer's IDA List"); (ii) it has not been designated by the NC State Treasurer
pursuant to N.C.G.S. 147-86.81 as a company engaged in the boycott of Israel (such designation
being referred to as the "Treasurer's IB List"); and (iii) it will not take any action causing it to
appear on the Treasurer's IDA List or the Treasurer's IB List during the term of this Contract. In
signing this Contract Company further agrees, as an independent obligation, separate and apart
from this Contract, to reimburse the City for any and all damages, costs and attorneys' fees
incurred by the City in connection with any claim that this Contract or any part thereof is void due
to Company appearing on the treasurer's IDA List or the Treasurer's IB List at any time before or
during the term of this Contract.
2.12 Addenda / Questions and Answers
Agencies may submit written questions concerning this RFP Ruth Ippolito via email at
ruth.ippolito@charlottenc.gov. Questions received after the funding has been exhausted will not
be answered. No oral statement of any person shall modify or otherwise change or affect the
terms, conditions, or specifications stated in the RFP, and changes to the RFP, if any, shall be
made in writing only and issued in the form of an Addendum to the RFP. Addenda and
clarifications will be posted on Housing Services website at
https://charlottenc.gov/HNS/Housing/RFP/Pages/Requests%20For%20Proposals.aspx
2.13 Charlotte Business INClusion
Pursuant to Charlotte City Council's adoption of the Charlotte Business INClusion (CBI) Policy, the
Charlotte Business INClusion program promotes diversity, inclusion, and local business
opportunities in the City's contracting and procurement process for Minority, Women, and Small
Business Enterprises (MWSBEs) headquartered in the Charlotte Combined Statistical Area (CSA).
The CBI Policy is posted at: https://www.charlottenc.gov/Growth-and-Development/CBI
The City of Charlotte is committed to promoting opportunities for maximum participation of
certified MWSBEs on City funded contracts at both the Prime and Subcontract level. In regards
to this effort, SBE participation will be required in order to meet goal compliance. For SBE
participation to count towards a Goal, SBEs must meet both the certification and geographic
requirements as detailed throughout this solicitation and in the CBI Policy.
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Request for Proposals: Nonprofit Housing Partners

City of Charlotte Section 2
Housing & Neighborhood Services Representations, Conditions and other Requirements
The Charlotte CSA refers to the Charlotte-Gastonia-Salisbury Combined Statistical Area in effect
as of April 8, 2013 consisting of; (a) the North Carolina counties of Anson, Cabarrus, Cleveland,
Gaston, Iredell, Lincoln, Mecklenburg, Rowan, Stanly, and Union; and (b) the South Carolina
counties of Chester, Lancaster, and York. This is one criteria used by Charlotte Business INClusion
to determine eligibility to participate in the program.
Agencies are highly encouraged to consider any and all possibilities for MWSBE participation. A
complete list of City certified SBEs is available at www.charlottebusinessinclusion.com.
2.14 Special Provisions
The Home Investment Partnership Program (HOME) may fund all or part of the contract
resulting from this RFP. The selected developer shall comply with the following provisions
including 24 Code of Federal Regulations (CFR) Part 92. The contract will include guidelines for
HOME developers, as regulated by the HOME program and complies with applicable Federal
Statutes, Federal Rules, and other required provisions in effect as of the date of the written
agreement. These requirements include, but are not limited to the following:
* 2 CFR Part 200 - OMB Guidance for Federal Financial Assistance
* CFR 24 Part 92 - HOME Program Regulations
* Executive Order 13166 - Improving Access to Services for Persons with Limited English
Proficiency (Language Access Planning)
* 2 CFR Part 184 - Build America, Buy America Act (BABA)
IMPORTANT PROGRAM REQUIREMENTS:
As Found In CFR 24 Part 92
* 92.350 - Other Federal Requirements/Nondiscrimination
* 92.351 - Affirmative Marketing
* 92.352 - Environmental Review
* 92.353- Displacement/Relocation
* 92.354 - Labor
* 92.355 - Lead Based Paint
* 92.356 - Conflict of Interest
* 92.357 - Executive Order 12372
Please refer to the applications for program specific requirements for each type of HOME
assistance (New construction, Rehabilitation, Homeownership Assistance & TBRA).
The non-profit must submit a copy of its annual audit report within 30 days of receipt, but no
later than nine months after end of the audit period. Audited financial statements must
adhere to the requirements stated in 2 CFR Part 200 - "OMB Guidance for Federal Financial
Assistance".
By signing the agreement, the non-profit acknowledges that he/she has read the above stated
Federal Regulations for the HOME Program and 2 CFR Part 200. Failure to adhere to the federal
and city compliance regulations will result in withholding or denial of contract/written
agreement reimbursements.
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Request for Proposals: Nonprofit Housing Partners